Top Debt Consultants

Ratings Updated: August 5, 2026

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House of Bookkeepers

5.0 2 reviews

Verified

$1,000+

$25 - $49 / hr

10 - 49

Dhaka, Bangladesh

Services provided

20% Financial Advising & Planning

60% Accounting

20% Financial Consulting

Focus Areas

10% Debt Consulting

45% Actuarial Services

25% Mortgage & Loan Brokerage +1

20% Wealth & Asset Management

House of Bookkeepers is a professional bookkeeping service provider that delivers comprehensive financial reconciliation, accurate financial statements, and tax-ready books for businesses across various industries. The company is praised for its proactive communication, efficiency, and attention to detail, with 100% positive feedback highlighting their ability to meet tight deadlines and improve financial clarity and confidence. Reviewers commend their energetic and highly responsive team.

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Reviews mention Proactive
Clients have consistently praised the proactive approach of House of Bookkeepers, noting their ability to efficiently flag and resolve issues in bookkeeping. One client highlighted the team's energetic and responsive nature, which facilitated smooth collaboration. Additionally, project management was characterized by regular updates and adherence to milestones, reflecting their commitment to addressing client needs swiftly and effectively.

Accounting & Financial Consulting Services for Video Prod Co

5.0 Dec 24, 2025

They managed the project with agreed milestones and regular updates. Communication was straightforward, and they proactively flagged issues in the books and resolved them efficiently. Their team is energetic, proactive, and highly responsive, making collaboration smooth and efficient throughout the project.
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Industry Experience

House of Bookkeepers has demonstrated expertise in the Fitness and Advertising & Marketing industries, receiving positive feedback for their meticulous bookkeeping and financial management capabilities. Clients reported significant improvements in financial clarity and reporting accuracy, with measurable outcomes like 100% bank account reconciliations and reduced review times. The overall sentiment is highly favorable, attributing strengths to their attention to detail, responsive communication, and ability to meet tight deadlines, making them a suitable partner for businesses seeking reliable financial services.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with House of Bookkeepers' pricing and value for money. One CEO noted that their pricing fit his budget while another emphasized the efficiency gained, reducing financial review time by over 50%. Overall, the sentiment reflects a strong appreciation for the quality of service relative to cost, with clients highlighting excellent communication, timely delivery, and accurate financial reporting as key benefits that enhance the perceived value of their investment.
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Bangladesh (1) United States (1)

This provider is fluent in 3 languages:

English

Bengali

Hindi

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Darshi Kasotia CPA PLLC

5.0 1 review

Verified

Undisclosed

$200 - $300 / hr

2 - 9

Services provided

20% Financial Advising & Planning

40% Accounting

25% Fractional CFO Services +1

15% Back Office Outsourcing

Focus Areas

15% Debt Consulting

25% Stocks Portfolio Management

20% Mortgage & Loan Brokerage +3

20% Wealth & Asset Management

10% Actuarial Services

10% Retirement Planning

Darshi Kasotia CPA PLLC is a modern, tech‑driven accounting and tax firm serving small and mid‑sized businesses across Greater Houston. Since 2007, we’ve helped business owners gain financial
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of Darshi Kasotia CPA PLLC reflect a strong overall sentiment of satisfaction, particularly for their accountability and expertise. Clients have praised their timely tax filing and reliable payroll processing, noting a significant reduction in accounting errors. One long-term client highlighted the peace of mind and efficiency gained over 16 years of collaboration, emphasizing the firm's value as a trusted partner. Overall, there are no identified areas for improvement, underscoring the firm's consistent performance.
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Industry Experience

Darshi Kasotia CPA PLLC has demonstrated strong expertise in the business services sector, particularly in accounting and payroll management. Client feedback highlights their reliability, accountability, and quality of service, with a focus on timely tax filings and error reduction. Their long-term engagement with clients indicates a positive impact, providing peace of mind and allowing clients to concentrate on operational growth. Overall sentiment in this industry is highly favorable, making them a suitable choice for businesses seeking comprehensive financial management.
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What Clients Have Said
Clients commend Darshi Kasotia CPA PLLC for their excellent value for cost, noting a strong alignment of company values and culture. One client highlighted the firm's ability to provide consistent, reliable services over 16 years, which has saved significant time and reduced accounting errors. The overall sentiment reflects satisfaction with their pricing relative to the quality and reliability of services provided, reinforcing the perception of good value for money.
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CLM Controller

5.0 7 reviews

$10,000+

$50 - $99 / hr

50 - 249

São Paulo, Brazil

Services provided

10% Financial Advising & Planning

15% Accounting

15% Finance & Accounting Outsourcing (FAO) +6

10% Back Office Outsourcing

10% Business Consulting

10% Corporate Law

10% HR Consulting

10% HR Outsourcing

10% Tax Law

Focus Areas

100% Debt Consulting

CLM Controller is a firm specializing in accounting and tax consultancy services. The reviews highlight their exceptional service in organizing and maintaining clients' financial accounts, with 100% of feedback being positive. Clients appreciate their accessibility and the direct involvement of the owner partner, suggesting a strong focus on personalized service in their financial advisement offerings.

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Reviews mention Experienced
The sentiment regarding CLM Controller's experience is overwhelmingly positive. Clients highlight their extensive knowledge of Brazilian law and efficient service delivery. One CFO noted their ability to provide timely assistance, stating, 'The time to deliver is fast because I think they have a big team.' Additionally, the quality of service, cultural compatibility, and value for cost were frequently praised, with clients expressing satisfaction and no reported issues during their engagement.

Accounting & Tax Preparation Services for Network Services Provider

5.0 Dec 18, 2023

The knowledge they have fits our necessity in all crucial areas of the business, helping us to make decisions we would not be able to see and understanding alone. The time to deliver is fast because I think they have a big team so different persons can help us in real time if someone is busy. The quality of the services and the knowledge of Brazilian law, they have a lot of experience with different matters and cases so they have a solution for all our needs in practice.
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1 of 1 Debt Consulting reviews is 5 stars

$50,000 – $199,999 avg. project cost

Debt Consulting Experience

CLM Controller has received overwhelmingly positive feedback in Debt Consulting, with 100% of reviewers expressing satisfaction with their expertise and service quality. Clients highlight their proficiency in financial record keeping, compliance with legal standards, and timely project delivery. Notably, 100% of reviewers commend their deep knowledge of Brazilian law, which significantly impacts decision-making and cost management. Overall, CLM Controller is recognized for providing excellent value and tailored solutions, fostering strong client relationships.
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Average Project Cost Breakdown

$50,000 to $199,999 (3)

What Clients Have Said
Clients consistently commend CLM Controller for their competitive pricing and exceptional value for money. One CFO noted their services fit within budget while providing 'good value for cost.' Another client highlighted that hiring CLM minimized the need for additional internal staff, further enhancing cost efficiency. Overall, feedback reflects satisfaction with the affordability of services relative to the quality and expertise offered, reinforcing CLM's reputation as a cost-effective choice in the accounting sector.
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Brego Business

5.0 3 reviews

$1,000+

$50 - $99 / hr

50 - 249

Mumbai, India

Services provided

15% Financial Advising & Planning

15% Advertising

15% Content Marketing +4

15% Finance & Accounting Outsourcing (FAO)

15% Marketing Strategy

15% Social Media Marketing

10% Pay Per Click

Focus Areas

45% Debt Consulting

45% Wealth & Asset Management

10% Retirement Planning

Brego Business is a comprehensive digital marketing company that offers services including accounting, recruitment, and social media marketing. The company receives predominantly positive feedback, with 100% of reviewers highlighting their effective and professional project management and measurable outcomes such as improved sales and efficient accounting. Clients particularly appreciate their all-in-one service approach.

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Reviews mention High-quality work
Clients have consistently praised Brego Business for delivering high-quality work across various services, including accounting and digital marketing. One client noted the effectiveness of their bookkeeping and timely provision of financial reports, which facilitated better decision-making. Additionally, the digital marketing efforts resulted in significant monthly growth in outreach and inbound leads, underscoring the firm's ability to produce measurable outcomes. Overall, the sentiment reflects a strong approval of the company's professionalism and effectiveness.

Accounting Services & PPC & SEO Campaigns for Digital Agency

5.0 Aug 13, 2021

Measurable outcomes were already there as the team took over my accounting requirements. I was getting the balance sheet and P&L on time and accurately which helped me make better decisions. In terms of a digital marketing perspective, we were growing every month in terms of outreach and inbound leads coming to me buying directly from my website.
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Industry Experience

Brego Business has received positive feedback primarily in the Advertising & Marketing and Engineering industries. Clients appreciate their comprehensive digital marketing solutions, especially in social media management, which have led to successful outreach and measurable growth. Their seamless collaboration, cost-effective services, and commitment to timely deliverables are consistently highlighted as strengths. Overall, Brego is well-suited for projects requiring digital marketing expertise, making them a strong candidate for clients in these sectors.
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Advertising & marketing Engineering

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients have consistently noted that Brego Business offers cost-effective solutions, with one client highlighting a billing structure that was 'very cost-friendly and effective,' costing Rs. 30,000 for bookkeeping and Rs. 75,000 to 1,00,000 for ads and SEO. Overall sentiment reflects satisfaction with the value received, as clients appreciated the comprehensive service offerings and measurable outcomes, reinforcing their perception of good value for money.
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ViTWO (6 Livo Technologies Pvt Ltd)

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Kolkata, India

Services provided

50% Financial Advising & Planning

50% Accounting

Focus Areas

50% Debt Consulting

50% Wealth & Asset Management

ViTWO (6 Livo Technologies Pvt Ltd) is a company specializing in virtual accounting and financial services. Their reviews highlight a 100% positive feedback rate, emphasizing their professionalism, reliability, and systematic management of financial services. Clients particularly appreciate their structured approach and alignment with company values, making them a recommended choice for startups seeking dependable financial management.

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Industry Experience

ViTWO (6 Livo Technologies Pvt Ltd) has received positive feedback primarily from the manufacturing industry, specifically noted in the home decor sector. Clients commend their expertise in financial services, including bookkeeping and reconciliations, highlighting a structured and reliable approach that supports startups effectively. Overall sentiment reflects a high level of satisfaction with their professionalism, timely project delivery, and alignment with client values, making them a strong fit for businesses in need of comprehensive financial management solutions.
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Manufacturing

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Average Project Cost Breakdown

What Clients Have Said
Clients have praised ViTWO (6 Livo Technologies Pvt Ltd) for their competitive pricing and exceptional value for money. One client noted that ViTWO's services fit their budget while maintaining high quality, leading to systematic management of financial services. Overall, the sentiment reflects satisfaction with the cost-effectiveness and reliability of the company's offerings, with no areas for improvement identified.
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WorldWide Local Connect Inc.

5.0 6 reviews

$5,000+

$50 - $99 / hr

10 - 49

Maynard, MA

Services provided

25% Financial Advising & Planning

25% Accounting

25% Other Digital Marketing +2

15% Business Consulting

10% Financial Consulting

Focus Areas

100% Debt Consulting

WorldWide Local Connect Inc. is a financial advising and planning company that offers comprehensive services including financial strategy development, accounting, and investment advisory. Reviews highlight their exceptional project management and the critical role they played in facilitating company acquisitions, with 100% positive feedback praising their timely delivery and strategic insights.

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Reviews mention Communicative
Clients consistently praised WorldWide Local Connect Inc. for their excellent communication skills. One client highlighted 'great communication and follow-up,' while another noted Hans's regular updates and prompt responses to inquiries, stating he was 'very easy to get a hold of.' Overall, the sentiment regarding communication is overwhelmingly positive, reflecting a commitment to keeping clients informed and engaged throughout the project lifecycle.

Web Dev for Massage Therapy Company

5.0 Jan 31, 2022

Great communication and follow-up. I enjoyed their enthusiasm and the all-around business experience.
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Web Development for Restaurant

5.0 Jan 21, 2022

Hans was regularly in communication with me. He would follow up every week with what has been done and the next steps. Any email I sent, he would answer it in minutes. Hans was very easy to get a hold of and communicate with.
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1 of 1 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting & Financial Planning for Tech Company
5.0 — WorldWide Local Connect Inc. provides accounting and financial planning and consulting support for a tech company. They've created a financial strategy and a pitch deck to help the client get Read more
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Average Project Cost Breakdown

Less than $10,000 (4) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Overall, clients express high satisfaction with WorldWide Local Connect Inc.'s cost-effectiveness and value for money. One client noted a fair pricing structure, investing between $50,000 and $100,000, while achieving significant outcomes, including a successful acquisition. Another client highlighted a retainer-based model that offered valuable financial guidance, emphasizing the firm's integral role in their growth. Overall, clients appreciate the personalized service and timely deliverables, reinforcing the perception of strong value relative to the investment made.
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More responsive than most other service providers

WorldWide Local Connect Inc. is very responsive
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Sensiba LLP

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

San Ramon, CA

Services provided

10% Financial Advising & Planning

25% Accounting

20% Cybersecurity +4

15% Finance & Accounting Outsourcing (FAO)

10% Business Consulting

10% Compliance Consulting

10% Financial Consulting

Focus Areas

20% Debt Consulting

20% Actuarial Services

20% Mortgage & Loan Brokerage +2

20% Retirement Planning

20% Wealth & Asset Management

Sensiba LLP is an auditing firm specializing in compliance and certification services, including SOC and ISO audits. The company consistently receives positive feedback for its professionalism, responsiveness, and thoroughness. Approximately 100% of reviewers highlight their timely project management and personal support, while many appreciate their expertise and alignment with client values.

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Reviews mention Communicative
Clients consistently praised Sensiba LLP for their communicative approach, highlighting their reliability and timely responses. One client noted, 'The team was reliable and easy to communicate with,' while another emphasized, 'Their communication and speed to meet our timelines were excellent.' Overall, the sentiment surrounding communication is overwhelmingly positive, with clients expressing satisfaction in the professional and effective communication throughout their projects.

Compliance Consulting for Financial Services Platform

5.0 May 22, 2025

The primary form of communication with Sensiba LLP was through Virtual Meetings and Email or Messaging App. The reviewer highlighted that Sensiba LLP's communication and speed to meet their timelines were excellent, indicating a strong ability to communicate effectively and promptly. There were no areas noted for improvement, suggesting that their communicative approach was well-received.
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Compliance Consulting for Payroll Software Company

5.0 Jun 25, 2025

Professional communication and execution. Highly recommend. The team was reliable and easy to communicate with.
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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently commend Sensiba LLP for their competitive pricing and strong value for money. Feedback highlights that their services fit within budget constraints while delivering high-quality results, such as successful SOC 2 and ISO 27001 audits. Notably, one client remarked on the 'great culture fit' and 'good value for cost,' while another emphasized their 'outstanding professionalism' and 'deep expertise.' Overall, the sentiment reflects satisfaction with both the cost-effectiveness and the quality of service provided.
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More responsive than most other service providers

Sensiba LLP is very responsive
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United States (6) Canada (1) Germany (1) South Korea (1)

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Celeste Business Advisors LLP

5.0 1 review

$1,000+

$25 - $49 / hr

2 - 9

Mumbai, India

Services provided

55% Financial Advising & Planning

15% Finance & Accounting Outsourcing (FAO)

10% Accounting +2

10% Business Consulting

10% Financial Consulting

Focus Areas

100% Debt Consulting

Celeste Business Advisors is a Financial Advising and Planning firm that excels in developing financial strategies and supporting ongoing financial analysis. With 100% positive feedback, clients commend their timely delivery and comprehensive documentation, highlighting the firm's intelligence and welcoming attitude, particularly praising Divyesh's expertise and supportive nature in achieving significant financial milestones.

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1 of 1 Financial Advising & Planning reviews are 5 stars

Unknown avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting Services for Education & Coaching Company
5.0 — Celeste Business Advisors devised a financial strategy for an education and coaching firm, which included the creation of supporting documents and the normalization of EBIDTA through reporting. Read more
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Industry Experience

Celeste Business Advisors LLP has received positive feedback primarily in the Advertising & Marketing sector. Clients highlight their expertise in developing financial strategies, demonstrating a commitment to delivering comprehensive solutions that exceed expectations. The firm's strengths lie in financial analysis, strategic planning, and strong communication. Overall, sentiment in this industry is highly favorable, indicating that potential clients seeking financial advisory and strategic planning services would find Celeste Business Advisors a suitable match for their needs.
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Advertising & marketing

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What Clients Have Said
Clients have expressed high satisfaction with Celeste Business Advisors LLP, noting that the value delivered is significant relative to the cost. One CEO highlighted that the team's comprehensive support exceeded expectations, providing essential documents and insights that were not initially requested. This sentiment is reinforced by their timely delivery and alignment with client goals, indicating a strong return on investment and overall value for money.
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Capital Recovery Corporation

4.5 1 review

Undisclosed

Undisclosed

50 - 249

Alpharetta, GA

Services provided

20% Financial Advising & Planning

20% Accounting

20% Call Center Services +2

20% Commercial Financing

20% Insurance Services & Brokers

Focus Areas

100% Debt Consulting

Capital Recovery Corporation is a collections management company specializing in recovering outstanding accounts. They are praised for their responsiveness and effective communication, with 100% of reviewers noting their excellent project management skills. Additionally, Capital Recovery Corporation's local presence facilitates strong client relationships, while their advanced client portal enhances accessibility and transparency.

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Industry Experience

Capital Recovery Corporation has demonstrated expertise in the financial services industry, particularly in collections management. Clients appreciate their responsiveness and local presence, which facilitates strong relationships. The company is noted for effective communication and project management, leading to positive outcomes in account recovery. Overall, the sentiment is highly favorable, indicating that they are a reliable partner for organizations seeking assistance in collections and financial recovery.
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Financial services

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients express satisfaction with the cost-effectiveness of Capital Recovery Corporation, noting a contingent fee structure that aligns with successful collections. One client highlighted an annual investment of $750,000 to $1 million, with a collections rate of 12%. The overall sentiment indicates that the company's responsiveness and expertise provide significant value for money, making them a reliable partner in collections management.
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Melmac Solutions Limited

5.0 6 reviews

$25,000+

Undisclosed

2 - 9

Finchampstead, England

Services provided

30% Financial Advising & Planning

35% Blockchain

35% Cybersecurity

Focus Areas

30% Debt Consulting

25% Retirement Planning

15% Actuarial Services +2

15% Mortgage & Loan Brokerage

15% Wealth & Asset Management

Melmac Solutions Limited is a company specializing in cybersecurity and financial advising and planning services. They are praised for their proactive approach and expertise in cybersecurity, achieving zero successful cyberattacks and enhancing financial planning. With 100% positive feedback, clients commend their communication, timely delivery, and integrated service approach, particularly in financial planning and cybersecurity.

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5 of 5 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Cybersecurity Services for Retail Solutions Firm
5.0 — Melmac Solutions Limited conducted a cybersecurity assessment and support for a retail solutions firm. The team was also tasked with providing financial investment strategies to maximize Read more
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Industry Experience

Melmac Solutions Limited has received positive feedback across multiple industries, including financial services, retail, healthcare, and other sectors. Their expertise in cybersecurity and financial planning has been commended for enhancing data security, optimizing financial strategies, and providing tailored solutions. Clients noted significant improvements in operational efficiency and customer trust, particularly in the financial services sector. Overall, the sentiment indicates strong performance and value across these industries, making Melmac Solutions a compelling choice for businesses in need of cybersecurity and financial advisory services.
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Software Retail Financial services Healthcare IT Services

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Average Project Cost Breakdown

$50,000 to $199,999 (6)

What Clients Have Said
Clients consistently highlight Melmac Solutions Limited's competitive pricing and excellent value for money. For instance, a CEO noted that the company's pricing fit their budget while providing good value for the cost. Similarly, multiple clients emphasized the alignment of Melmac's services with their financial constraints, leading to enhanced efficiency and measurable success in security and financial planning. Overall, the sentiment towards the company's cost-effectiveness and value is overwhelmingly positive.
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Canada (1) Finland (1) Hong Kong (1) India (1) Japan (1)

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Ambit Tax & Accounting

4.8 3 reviews

$1,000+

< $25 / hr

10 - 49

Services provided

30% Financial Advising & Planning

70% Accounting

Focus Areas

100% Debt Consulting

Ambit Tax & Accounting specializes in providing outsourced bookkeeping and tax services, leveraging technologies like QuickBooks and Drake Tax to support clients' accounting needs. Overall, clients commend their flexibility, responsiveness, and project management skills, with 100% of reviews highlighting their adaptability and timely delivery. Potential areas for improvement include expanding senior staff and accommodating broader time zones.

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Reviews mention Communicative
Ambit Tax & Accounting has received positive feedback regarding their communicative approach. Clients noted their strong adaptability and willingness to learn, ensuring that processes align with specific needs. One client highlighted their effective communication through various channels, including messaging and Zoom, which facilitated adherence to tight deadlines. Despite occasional needs for training on internal processes, the overall sentiment reflects appreciation for Ambit's commitment to overcommunication and continuous support.

Outsourced Bookkeeping Support for CPA Firm

4.5 Oct 18, 2022

Our team communicates with their team through messaging applications, email and zoom. They have strong processes for the communication between our team and theirs. I do appreciate that they compensate for this with overcommunication and the willingness and eagerness to always learn and expand their knowledge base of competencies.
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Industry Experience

Ambit Tax & Accounting has received positive feedback across industries such as consulting and business services. Clients commend their bookkeeping and tax preparation expertise, highlighting their adaptability and responsiveness. The firm demonstrates strong project management and effective communication using various platforms. Overall sentiment is favorable, particularly for businesses seeking flexible, reliable accounting support. Potential clients in consulting and business services would likely find Ambit a suitable partner for their accounting needs.
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Consulting Business services

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Average Project Cost Breakdown

Less than $10,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Clients commend Ambit Tax & Accounting for their flexible and accommodating pricing structures, which align well with varying project needs. One client noted their monthly investment of $10,000, highlighting the value received in terms of accurate bookkeeping and timely project management. Another emphasized the firm's willingness to adapt to client processes despite initial learning curves, reinforcing a strong perception of value for money. Overall, sentiment regarding cost-effectiveness is positive, with clients appreciating the balance of quality service and affordability.
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PLAIN PLAN SRL

5.0 2 reviews

$1,000+

$25 - $49 / hr

2 - 9

Chișinău, Moldova

Services provided

10% Financial Advising & Planning

50% Accounting

20% Finance & Accounting Outsourcing (FAO) +3

10% Corporate Law

5% HR Consulting

5% HR Outsourcing

Focus Areas

100% Debt Consulting

PLAIN PLAN SRL is a bookkeeping and accounting services firm specializing in sectors such as wholesale trade, management consultancy, and IT. With a team of legal, accounting, and HR consultants, they are praised for their professionalism and personalized service. All reviewers express satisfaction, highlighting efficient tax optimization and reliable support, with 100% positive feedback and no noted areas for improvement.

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Reviews mention Experienced
The sentiment regarding PLAIN PLAN SRL's services is overwhelmingly positive, with clients highlighting their professionalism, quick responsiveness, and high-quality bookkeeping and consulting services. One client noted their reliability and individual approach, stating, 'The company has proved itself to be a reliable partner over a long time of cooperation.' Additionally, the client emphasized the significant support received in tax optimization, expressing complete satisfaction with the services and recommending them without reservations.

Accounting & Bookkeeping for Management Consultancy Firm

5.0 Sep 3, 2021

The company Plain Plan LLC has proved itself to be a reliable partner over a long time of cooperation. The individual approach to each client is supported by the proper level of skills of employees. High-quality and detailed consulting on bookkeeping issues allows us to save money.
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Industry Experience

PLAIN PLAN SRL has received positive feedback across various industries, notably Consulting and Design. In the Consulting sector, clients highlight their expertise in bookkeeping and management consultancy, praising the company for its high-quality services and individualized approach. In the Design industry, feedback emphasizes their professionalism in managing accounting needs, particularly for IT companies, ensuring compliance with evolving legislation. Overall, PLAIN PLAN demonstrates strong capabilities in bookkeeping, tax optimization, and legal support, making them a suitable partner for businesses in these sectors.
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Consulting Design

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Average Project Cost Breakdown

$10,000 to $49,000 (2)

What Clients Have Said
Clients of PLAIN PLAN SRL consistently express satisfaction with the company's pricing structure, favoring the fixed-rate model over hourly fees for its affordability and predictability. One client noted that this pricing approach allowed them to budget effectively. Overall sentiment indicates that clients perceive high value for money, with many highlighting the quality of service and expertise in bookkeeping and tax optimization as significant advantages, leading to cost savings for their businesses.
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Genistar Limited

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

Caterham, England

Services provided

80% Financial Advising & Planning

10% Finance & Accounting Outsourcing (FAO)

10% Insurance Services & Brokers

Focus Areas

20% Debt Consulting

45% Mortgage & Loan Brokerage

20% Actuarial Services +1

15% Wealth & Asset Management

Genistar Limited is a financial advising and planning company known for its strong values and excellent communication. Reviews highlight their effective financial review services, with 100% positive feedback on their culture and responsiveness. Clients commend their clear communication and the alignment of company values, making them a trusted partner in financial advisement.

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Reviews mention Communicative
Clients consistently praised Genistar Limited for their clear and proactive communication throughout projects. One CEO noted their 'very good response times' and 'clear communication,' while another highlighted the team's 'exceptional communication' and adaptability to client needs. Overall, the sentiment regarding their communicative approach is highly positive, with clients feeling supported and confident in the partnership, as they appreciated the tailored and attentive service provided.

Insurance Policy, Business & Financial Consulting for IT Co

5.0 Jul 2, 2025

Genistar’s project management was excellent from start to finish. They clearly outlined timelines and deliverables at the outset and consistently delivered everything on schedule. They were proactive in keeping us updated on progress and next steps, which made the entire process smooth and stress-free. They were also highly responsive to our needs whenever we had questions or needed clarification; they replied quickly with clear, thorough answers. Their ability to adapt to our feedback and tailor solutions in real time made us feel supported and confident throughout the project.
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1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

Unknown avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Advising & Planning for AI Consultancy
5.0 — Genistar Limited provided financial advising and planning services for an AI consultancy. The team was tasked with reviewing the client's financial plan and conducting a financial review of their Read more
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Industry Experience

Genistar Limited has received positive feedback primarily from the Information Technology and Consulting industries. Clients in IT appreciated their tailored financial consulting and comprehensive employee benefits solutions, highlighting strengths in project management and responsiveness. In Consulting, feedback emphasized Genistar’s clear communication and cultural alignment. Overall sentiment indicates that Genistar excels in financial planning and protection strategies, making them a strong fit for companies seeking bespoke solutions in these sectors.
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Information technology Consulting

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Genistar Limited's value for money, noting that their pricing aligns well with budget expectations. One CEO emphasized the 'good value for cost' and praised their tailored approach to financial consulting. Another client appreciated their 'great culture fit' and 'clear communication,' which further justified the investment. Overall, the sentiment reflects satisfaction with the company's pricing relative to the quality and effectiveness of their services.
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Imperial Advisory, CFOs

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Services provided

80% Financial Advising & Planning

10% Business Consulting

10% Financial Consulting

Focus Areas

15% Debt Consulting

25% Mortgage & Loan Brokerage

25% Retirement Planning +2

20% Wealth & Asset Management

15% Actuarial Services

Imperial Advisory, CFOs is a corporate financial advising firm specializing in financial planning and advisory services. The reviews reveal 100% positive feedback, highlighting the firm's professionalism, extensive industry knowledge, and high-quality work delivered ahead of deadlines. All reviewers emphasize their impressive needs analysis and responsiveness.

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Reviews mention Experienced
Clients express high satisfaction with Imperial Advisory, CFOs, noting their outstanding reputation and decades of relevant experience. One CEO highlighted a seamless engagement process and impressive turnaround, receiving results in under 24 hours despite a tight deadline. The professionalism and value of the outcomes were emphasized, with no significant areas for improvement mentioned, reflecting an overall positive sentiment towards their expertise and responsiveness.

Financial Consultation for Marketing Agency

5.0 Dec 21, 2021

They came with decades of relevant experience to companies like ours.
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0 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Business Consulting for Executive Search Firm
4.5 — Imperial Advisory, CFOs provides business consulting support for an executive search firm. They're tasked with categorizing their expenses, developing a P&L model, and handling their forecasting Read more
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Industry Experience

Imperial Advisory, CFOs has demonstrated expertise in the Chemicals & Biotechnology and Advertising & Marketing industries. Clients have praised their professionalism, responsiveness, and ability to meet tight deadlines. The firm excels in financial modeling, expense categorization, and providing valuable insights, establishing a strong positive sentiment in both sectors. Their extensive industry knowledge and high-quality work make them a compelling choice for businesses seeking financial advisory services.
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Chemicals & Biotechnology Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Imperial Advisory, CFOs consistently highlight the company's exceptional value for money, noting timely delivery and high-quality work. One executive praised their responsiveness and professionalism, stating that all projects were completed ahead of schedule. Another client appreciated the flat retainment fee based on hourly rates, which provided clarity in billing. Overall, the sentiment is overwhelmingly positive, with no significant criticisms regarding pricing or value received.
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Smith Mandel & Associates LLP

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Services provided

50% Financial Advising & Planning

50% Accounting

Focus Areas

20% Debt Consulting

20% Actuarial Services

20% Mortgage & Loan Brokerage +2

20% Retirement Planning

20% Wealth & Asset Management

Smith Mandel & Associates LLP is an accounting firm specializing in tax-related services, including audits and property taxes. They have demonstrated significant expertise and reliability, recovering substantial amounts for clients, such as $30,000 in one instance. Feedback is overwhelmingly positive, with praise for their proactive approach and excellent deadline management, yet no suggested areas for improvement were noted.

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Industry Experience

Smith Mandel & Associates LLP demonstrates strong expertise in the Hospitality & Leisure industry, evidenced by their proactive approach to tax-related services and successful audits. Clients appreciate their timely communication and ability to deliver significant financial recoveries. Overall sentiment is highly positive, indicating that they are a reliable partner for businesses in this sector. Potential clients in the hospitality industry can expect effective tax management and responsive service from this firm.
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Hospitality & leisure

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients of Smith Mandel & Associates LLP express strong satisfaction with the firm's cost-effectiveness and value for money. One client noted an investment of $200,000 to $1 million, resulting in a $30,000 return from an audit, highlighting the firm's impact on their financial outcomes. Overall sentiment reflects that the firm's proactive approach and timely service justify their pricing, with no significant areas for improvement identified by clients.
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Al Burhan Accounting and Taxation

5.0 2 reviews

$1,000+

$50 - $99 / hr

2 - 9

Dubai, United Arab Emirates

Services provided

20% Financial Advising & Planning

20% Accounting

20% Finance & Accounting Outsourcing (FAO) +3

20% Tax Law

15% Business Consulting

5% Banking Law

Focus Areas

35% Debt Consulting

35% Mortgage & Loan Brokerage

30% Wealth & Asset Management

Al Burhan Accounting and Taxation is a professional firm specializing in accounting, bookkeeping, budgeting, and taxation services. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their professionalism and expertise. Clients commend Al Burhan for exceeding expectations, with one noting a 13% increase in targets achieved. Their dynamic involvement and comprehensive knowledge make them a trusted partner in financial management.

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Industry Experience

Al Burhan Accounting and Taxation has demonstrated expertise in the advertising & marketing and sports industries, providing comprehensive financial management and accounting services. Clients praised their professionalism, timely communication, and ability to deliver measurable outcomes, such as cost savings and exceeding financial targets. Overall sentiment is highly positive, with clients highlighting the provider's thorough knowledge and dynamic involvement as key strengths, making them a suitable partner for businesses seeking reliable financial services in these sectors.
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Sports Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Clients have praised Al Burhan Accounting for their professional and structured billing practices, often utilizing a retainer model. Feedback indicates a strong value-for-money proposition, as clients noted significant improvements in financial management and cost savings. For instance, one client achieved a 13% increase in expected targets due to Al Burhan's diligent services, while another reported immediate cost savings and taxation relief following their engagement. Overall, sentiment reflects satisfaction with the cost relative to the quality of service provided.
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Pakistan (1) United Arab Emirates (1)

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$1,000 $2,000 $3,000

Statutory Audit
“Compliance is not a choice.” The statutory audit is a legally mandated review of the accuracy of the financial statements and filings of an organization. It is usually carried out by an authorized third-party. Non-compliance, if found, carries consequences. But you knew that already, didn’t you? What you might not know is that professional help
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Accountsly

5.0 5 reviews

$1,000+

< $25 / hr

10 - 49

Services provided

10% Financial Advising & Planning

50% Accounting

25% Finance & Accounting Outsourcing (FAO) +1

15% Fractional CFO Services

Focus Areas

50% Debt Consulting

45% Wealth & Asset Management

5% Stocks Portfolio Management

Accountsly is a proficient financial advising and planning firm specializing in bookkeeping, tax compliance, financial reporting, and advisory services. The company is praised for its proactive approach, achieving high client satisfaction with 100% positive feedback. Their services are particularly beneficial for e-commerce businesses, enhancing financial transparency and compliance, with a notable 15% increase in net profits for one client.

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3 of 3 Financial Advising & Planning reviews are 5 stars

3 new reviews for Financial Advising & Planning in past 6 months

$10,000 – $49,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting & Financial Advising for E-Commerce Company
5.0 — Accountsly handled an e-commerce ocmpany's bookkeeping and sales tax management efforts. They cleared and managed the client's accounts, registered them for taxes, and handled their compliance Read more
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Industry Experience

Accountsly has garnered positive feedback primarily in the eCommerce and business services industries. Clients praise their expertise in bookkeeping, financial reporting, and tax compliance, highlighting their proactive approach and timely deliverables. In eCommerce, they excel in managing complex tax regulations and ensuring accurate financial records, contributing to improved financial transparency and compliance. In business services, they provide comprehensive financial management solutions, enhancing efficiency and profitability. Overall, Accountsly is a strong fit for clients in eCommerce and business services seeking reliable accounting support.
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eCommerce Business services

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Average Project Cost Breakdown

$50,000 to $199,999 (2) Less than $10,000 (1)

What Clients Have Said
Clients consistently praised Accountsly for delivering exceptional value at competitive rates. One client highlighted, "Great quality of work at a fraction of the cost," while another noted that their "pricing fit our budget" and provided "good value for cost." Overall, the sentiment reflects strong satisfaction with the company's cost-effectiveness, with clients appreciating the quality of service relative to the investment made.
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Australia (2) United States (2) Denmark (1)

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PKC Management Consulting

5.0 1 review

$1,000+

< $25 / hr

50 - 249

Chennai, India

Services provided

10% Financial Advising & Planning

20% Business Consulting

20% Tax Law +6

15% Document Digitization & Management

10% Corporate Law

10% Finance Law

5% Accounting

5% Commercial Financing

5% Finance & Accounting Outsourcing (FAO)

Focus Areas

15% Debt Consulting

15% Actuarial Services

15% Mortgage & Loan Brokerage +4

15% Retirement Planning

15% Stocks Portfolio Management

15% Wealth & Asset Management

10% Securities Brokerage

PKC Management Consulting specializes in business process consulting, offering services such as process standardization and workflow improvement across various functions like procurement, sales, and inventory. Reviews highlight their excellent project management and communication skills, with 100% of clients noting their professional approach and attention to detail. Their implementations have notably increased customer feedback collection by over 20% and improved payment discipline by more than 50%.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of PKC Management Consulting reflect a strong positive sentiment, highlighting their expertise in business process consulting. Clients praised their thorough analysis and documentation of workflows, which led to improved operational efficiency and accountability. One client noted a significant increase in customer feedback collection from 2-3% to over 20%. Additionally, their project management was commended for being responsive and accommodating, with no significant areas for improvement identified.
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Industry Experience

PKC Management Consulting has demonstrated expertise in the retail industry, specifically in business process consulting. Clients have praised their ability to analyze processes and develop standardized workflows, resulting in improved operational efficiency and accountability. The firm's impact includes enhanced visibility across various functions such as procurement and sales, leading to significant improvements in customer feedback collection and financial tracking. Overall, feedback reflects a strong positive sentiment regarding their project management and attention to detail in the retail sector.
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What Clients Have Said
Clients have praised PKC Management Consulting for providing excellent value for money, noting that their pricing was budget-friendly and aligned with the quality of service received. One client highlighted that PKC's offerings were a great fit culturally and financially, emphasizing the significant impact on operational efficiency and accountability achieved through their solutions. Overall, feedback reflects a strong sentiment regarding the balance of cost and value delivered by the company.
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Diener & Associates

5.0 5 reviews

$1,000+

$150 - $199 / hr

10 - 49

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Valuation Services +2

20% Financial Consulting

20% Fractional CFO Services

Focus Areas

20% Debt Consulting

20% Actuarial Services

20% Mortgage & Loan Brokerage +2

20% Retirement Planning

20% Wealth & Asset Management

Diener & Associates is a financial advising and planning firm specializing in corporate financial advising and tax planning services. They received overwhelmingly positive feedback, with clients praising their knowledgeable team and timely project management. Notably, 100% of reviewers appreciated their sound advice and dedication to client success.

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Reviews mention Professional
Overall, clients commend Diener & Associates for their exceptional professionalism and responsiveness. One client noted their 'quick to respond' nature and willingness to guide through challenges, while another highlighted the 'unparalleled professionalism' of their team, particularly Ms. Martineau. Trust is a recurring theme, with clients expressing confidence in Diener's ability to manage complex accounting needs effectively. The sentiment reflects a strong alignment of values and a seamless integration into clients' teams.

Financial Consulting for Government Services Consulting Co

5.0 Oct 1, 2025

They are professional, quick to respond, and willing to walk us through new issues step-by-step. Anything we needed faster/better/different along the way was talked through and worked out between us. They have been nothing but responsive to our needs.
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Financial Consulting for Life Sciences Company

5.0 Oct 20, 2025

Our owners-partners get hands-on personal attention from Ms. Staci Martineau. Her expertise, confidence, and professionalism is unparalleled in our decades of C-level experience. Staci is like our CFO. Our next level needs for accounting support are provided seamlessly, but with names and emails and a personal touch, always.
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Financial Consulting for Life Sciences Company

5.0 Oct 20, 2025

Professionalism. Nothing speaks for our company's strength better than the professionalism of Ms. Martineau, Ms. Diener, and Salo. When our CEO or COO needs our accounting-finance specialist to come to our aid or a meeting with our bank or major customer, Ms. Martineau joins our calls.
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1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

$10,000 – $49,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting Services for Technical Services Provider
5.0 — Diener & Associates provides accounting services for a technical services provider. The team implements updates to the client's QuickBooks systems for DCAA compliance and conducts monthly financial Read more
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Industry Experience

Diener & Associates has demonstrated expertise across IT Services, Engineering, and Information Technology, particularly supporting government projects. Clients commend their professionalism, responsiveness, and ability to streamline accounting processes, resulting in compliance and improved financial performance. In the IT Services sector, they excelled in managing complex federal contracts, while in Engineering, they provided essential DCAA compliance and tax planning. Overall, there is a strong positive sentiment, indicating their suitability for clients in government contracting and technical service industries.
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Information technology IT Services

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Client feedback indicates that Diener & Associates offers competitive pricing and exceptional value for money. One client noted their 'good value for cost' while another highlighted the 'tax savings' achieved through their services. Overall, clients appreciate the responsiveness and professionalism of the team, which enhances the perceived value. The consistent positive sentiment surrounding the company's pricing and delivered results suggests a strong alignment between cost and quality of service.
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Braj Aggarwal, CPA, P.C.

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Jackson Heights, NY

Services provided

10% Financial Advising & Planning

80% Accounting

10% Finance & Accounting Outsourcing (FAO)

Focus Areas

40% Debt Consulting

60% Mortgage & Loan Brokerage

Braj Aggarwal, CPA, P.C. is a reputable accounting and auditing firm known for providing full-suite accounting services, including audits and financial statement reviews. Reviewers highlight their timely and effective service delivery, with 100% expressing satisfaction and recommending them for their robust communication and personalized approach. Clients appreciate their efficient management and educational interactions, often favoring them over larger firms for their accessibility and swift processes.

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Reviews mention Exceeds expectations
Clients consistently report that Braj Aggarwal, CPA, P.C. exceeds expectations in their accounting services. Notably, a technology company COO highlighted their excellent, full-suite services delivered promptly and effectively, facilitated by dedicated account managers and support staff. The overall sentiment reflects a high level of satisfaction, with clients expressing confidence in their ability to meet and surpass project goals without any noted areas for improvement.

Accounting Services for Technology Company

5.0 Feb 25, 2022

Braj Aggarwal, CPA, P.C.'s services exceeded expectations. They have dedicated account managers with support staff that provided timely and effective services. Excellent, full-suite accounting services provided in a timely manner.
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Industry Experience

Braj Aggarwal, CPA, P.C. demonstrates strong expertise in the IT Services and Manufacturing sectors. Clients in IT praised their full-suite accounting services and effective communication, highlighting timely support and exceeding expectations. In Manufacturing, their auditing capabilities were noted for compliance with standards and efficient processes, facilitating smooth audits. Overall, client sentiment is positive, particularly in the technology and manufacturing industries, making them a suitable choice for firms seeking responsive and knowledgeable accounting and auditing services.
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IT Services Manufacturing

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Average Project Cost Breakdown

What Clients Have Said
Clients express a positive sentiment regarding the cost and value for money offered by Braj Aggarwal, CPA, P.C. One client noted their investment ranged from $50,000 to $200,000, and described the service as exceeding expectations, emphasizing the firm's timely and effective delivery. Another reviewer highlighted the firm's full-suite accounting services as excellent, indicating a perception of high value relative to cost. Overall, feedback suggests that clients find the firm’s pricing appropriate given the quality of service provided.
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BBNC

4.9 9 reviews

$1,000+

$25 - $49 / hr

10 - 49

Bengaluru, India

Services provided

10% Financial Advising & Planning

40% Accounting

20% Tax Law +3

10% Corporate Law

10% Intellectual Property Law

10% Labor & Employment Law

Focus Areas

20% Debt Consulting

20% Actuarial Services

20% Mortgage & Loan Brokerage +2

20% Retirement Planning

20% Wealth & Asset Management

BBNC is a professional services firm specializing in accounting, tax compliance, and legal consultancy. Reviewers appreciate BBNC’s expertise and responsiveness, with 100% positive feedback highlighting their efficient project management and transparent billing structure. Approximately 60% of clients commend their ability to provide multiple services under one roof, making them a preferred choice for comprehensive business solutions.

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Reviews mention Professional
BBNC has received overwhelmingly positive feedback regarding their professionalism. Clients highlighted their expertise, clear communication, and timely responses. For instance, one client praised their onboarding process as 'very professional' and noted 'fabulous' communication skills. Another client emphasized BBNC's clear information and responsiveness, even during weekends. Additionally, the firm's billing structure was described as 'fair and transparent.' Overall, clients appreciate BBNC's thoroughness and dedication to meeting compliance needs efficiently.

B2C Accounting Services for Freelance Senior Accountant

5.0 Jul 14, 2021

Onboarding was very professional and the communication skills are fabulous.
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Accounting & Bookkeeping Services for Photography Platform

5.0 May 13, 2021

I liked BBNC’s professionalism when they first approached us. They gave me clear information on whatever I needed. Apart from that, they’re very responsive when we have a query.
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Accounting Services for Construction Company

5.0 May 7, 2021

A one stop solution for all the compliances with trained, equipped and professional team.
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Industry Experience

BBNC has demonstrated significant expertise across various industries, including Financial Services, IT Services, Human Resources, Real Estate, Construction, and others. Clients appreciate their responsiveness, transparency in billing, and deep knowledge of compliance and accounting processes. Overall sentiment indicates a strong satisfaction, particularly in Financial Services and IT, where timely and effective solutions were emphasized. Their ability to provide comprehensive, sector-specific services makes them a valuable partner for businesses seeking reliable accounting and compliance support.
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Financial services IT Services Human Resources Other Industry Real estate Construction

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Average Project Cost Breakdown

Less than $10,000 (5)

What Clients Have Said
BBNC is noted for its fair and transparent pricing structure, with clients appreciating the lack of hidden costs. One client highlighted the cost-effectiveness in comparison to hiring an in-house accountant, stating, 'the best part we decided to go with them is the cost.' Overall, feedback indicates that clients find their services reasonably priced and aligned with market rates, contributing to a positive perception of value for money.
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Livvity

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Al Batayih, United Arab Emirates

Services provided

40% Financial Advising & Planning

50% Corporate Training & Coaching

10% Business Consulting

Focus Areas

10% Debt Consulting

15% Actuarial Services

15% Mortgage & Loan Brokerage +4

15% Retirement Planning

15% Securities Brokerage

15% Stocks Portfolio Management

15% Wealth & Asset Management

Livvity is a team-building company renowned for organizing impactful events and conducting personality and leadership assessments. Reviews consistently highlight Livvity's excellent project management and ability to enhance team spirit and collaboration. With 100% positive feedback, clients commend their close working relationships, positivity, and understanding of client needs.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients praised Livvity for their exceptional project management and ability to foster team cohesion. One client highlighted the positive impact of a team-building event, noting improved collaboration and morale among team members. They appreciated Livvity's understanding of their needs and the quality of service provided. Overall sentiment is highly favorable, with clients expressing satisfaction and no suggested areas for improvement.
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Industry Experience

Livvity has demonstrated expertise in the Supply Chain, Logistics, and Transport industry by successfully organizing impactful team-building events. Feedback highlights their strengths in project management, effective communication, and understanding client needs, resulting in improved team morale and collaboration. Overall, clients express high satisfaction with Livvity's services, indicating they are a strong fit for companies seeking to enhance team dynamics and foster a positive workplace culture.
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Supply Chain, Logistics, and Transport

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Average Project Cost Breakdown

What Clients Have Said
Clients have praised Livvity for their competitive pricing and overall value for money. One client noted that Livvity's pricing fit their budget and was instrumental in choosing them for a team-building event. The positive outcomes of the engagement, including improved team morale and collaboration, further justified the investment. Overall, the sentiment reflects satisfaction with the cost-effectiveness of Livvity's services, with no reported areas for improvement in this regard.
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SALUS Capital | Strategy

4.8 3 reviews

$10,000+

$150 - $199 / hr

2 - 9

Services provided

10% Financial Advising & Planning

20% Business Valuation Services

15% Financial Consulting +5

15% Fractional CFO Services

10% Business Consulting

10% Commercial Financing

10% Funding & Investment

10% Market Research

Focus Areas

25% Debt Consulting

40% Retirement Planning

35% Wealth & Asset Management

SALUS Capital | Strategy is a Financial Advising and Planning firm specializing in strategic financial evaluation, investment advisory, and wealth management. With 100% positive feedback from reviewers, clients commend their detailed financial analysis, timely delivery, and exceptional project management. Their ability to understand complex needs and deliver clear, actionable insights makes them a trusted partner in financial advisement and corporate financial planning.

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Reviews mention Communicative
The feedback regarding SALUS Capital | Strategy highlights their strong communication skills, with clients noting that the team consistently communicated requirements clearly and provided regular updates on progress. One client specifically praised their availability across multiple channels, including Slack and WhatsApp, and emphasized that deadlines were never missed. Overall, the sentiment is highly positive, reflecting satisfaction with SALUS Capital's communicative approach and professionalism.

Market Research for Retail Company

4.5 Nov 14, 2023

They exhibited outstanding project management throughout our collaboration. They consistently delivered items on time, aligning perfectly with the agreed-upon deadlines. Their team's response to our needs was not only timely but also insightful, demonstrating a deep understanding of our objectives. Their proactive communication ensured that we were always informed and confident in the progress of our project.
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Business Strat & Consulting Svcs for Custom Software Dev Co

5.0 Oct 25, 2023

Roberto and his team demonstrated remarkable professionalism and efficiency throughout our engagement. They always communicated their requirements very clearly and kept us constantly updated on their progress. The information and reports they produced were precisely what we were looking for. They were available via multiple channels (slack, email, calls and whatsapp) and never missed a deadline.
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1 of 2 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Business Valuation Services for Healthcare Company
5.0 — SALUS Capital | Strategy was hired by a healthcare company to conduct due diligence on a company they were looking to acquire. They conducted financial analysis, business valuation, and projections. Read more
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Industry Experience

SALUS Capital | Strategy has garnered positive feedback across multiple industries, demonstrating expertise in Advertising & Marketing, Information Technology, and Healthcare. Clients commend their meticulous project management, timely deliverables, and depth of analysis. In Advertising & Marketing, they provided valuable insights into franchise profitability. In IT, they structured financial information and valuations effectively. In Healthcare, their due diligence and financial evaluations were critical for M&A processes. Overall, SALUS Capital is well-regarded for their professionalism, attention to detail, and strong client relationships.
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Healthcare Advertising & marketing Information technology

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Average Project Cost Breakdown

$10,000 to $49,000 (2) Less than $10,000 (1)

What Clients Have Said
Clients consistently note SALUS Capital | Strategy's strong value for money, with several highlighting that their pricing fits within budget while delivering high-quality results. One client emphasized the company's good value for cost, stating that they chose SALUS due to their competitive pricing and alignment with company values. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of the services provided, leading to ongoing partnerships.
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Finanezy Business Solutions

5.0 1 review

Undisclosed

< $25 / hr

2 - 9

Services provided

20% Financial Advising & Planning

35% Finance & Accounting Outsourcing (FAO)

30% Accounting +1

15% Business Consulting

Focus Areas

35% Debt Consulting

35% Mortgage & Loan Brokerage

30% Wealth & Asset Management

Finanezy Business Solutions is a financial services company that excels in handling accounting, legal, and other financial needs for clients. All reviews are positive, emphasizing their effective project management, timely completion of tasks, and flexibility in billing. Approximately 100% of reviewers highlighted the firm's impressive data recording and presentation skills.

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Industry Experience

Finanezy Business Solutions has demonstrated strong expertise in the financial services industry, receiving positive feedback for their efficient handling of accounting, legal, and ERP-related services. Clients commend their timely project completion and effective communication. The firm is praised for its flexible billing structure and adaptability to changing environments, making it a suitable partner for organizations seeking reliable financial solutions.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed that Finanezy Business Solutions offers flexible and reasonable billing structures, highlighting the overall value for money provided. One client noted that their billing was 'very reasonable based on the services provided,' indicating satisfaction with the cost relative to the quality of work. Overall sentiment reflects a positive assessment of the company's pricing and value, with clients appreciating timely service delivery and effective communication.
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ADYZER

5.0 1 review

Undisclosed

< $25 / hr

10 - 49

Mississauga, Canada

Services provided

20% Financial Advising & Planning

70% Accounting

10% Financial Consulting

Focus Areas

25% Debt Consulting

40% Mortgage & Loan Brokerage

25% Wealth & Asset Management +2

5% Retirement Planning

5% Stocks Portfolio Management

ADYZER is a financial advising and planning company specializing in streamlining e-commerce accounting, managing payroll, and ensuring tax compliance. Reviews highlight their efficient project management and proactive communication, with 100% of feedback noting enhanced financial insights and operational efficiency. A suggested improvement includes a more user-friendly client dashboard for real-time financial tracking.

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1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting Services for Digital Agency
5.0 — ADYZER provided accounting services for a digital agency. The team managed e-commerce accounting, tracked sales, handled payroll processes, ensured tax compliance, and generated financial reports. Read more
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Industry Experience

ADYZER has demonstrated expertise in the Advertising & Marketing industry, particularly in streamlining e-commerce accounting and enhancing financial management for digital agencies. Feedback highlights their strengths in project management, timely delivery, and proactive communication, leading to improved operational efficiency and financial insights. Overall sentiment in this industry is positive, indicating that ADYZER is a suitable partner for businesses seeking tailored digital solutions and enhanced financial strategies.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have noted that ADYZER offers good value for money, with one reviewer highlighting that their pricing fit within budget while still delivering quality results. The company's ability to streamline accounting processes and ensure timely deliverables has been commended, reflecting positively on their overall cost-effectiveness. However, there is a suggestion for improvement in providing a more user-friendly client dashboard to enhance transparency, which could further increase perceived value.
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PND50 Co., Ltd.

5.0 5 reviews

$1,000+

$300+ / hr

2 - 9

Bangkok, Thailand

Services provided

25% Financial Advising & Planning

50% Accounting

25% Commercial Financing

Focus Areas

25% Debt Consulting

30% Actuarial Services

30% Mortgage & Loan Brokerage +1

15% Stocks Portfolio Management

PND50 Co., Ltd. is a financial consulting firm specializing in custom accounting systems, investor identification, and financial advisory services. The overall feedback from clients is overwhelmingly positive, with 100% of reviewers highlighting their timely delivery and responsiveness. Clients particularly appreciate their innovative solutions and ability to understand specific industry needs.

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3 of 3 reviews are 5 stars

Less than $10,000 avg. project cost

Reviewed 3 times in the past 6 months
Recent reviews for PND50 Co., Ltd. indicate a strong positive sentiment among clients. Feedback highlights their impressive project management, timely deliverables, and effective communication. Clients from diverse industries noted PND50's ability to align with their values and culture, with specific praise for their tailored financial solutions. Notably, one client achieved a successful $3 million Series A funding, while another commended their innovative problem-solving. Overall, clients found no significant areas for improvement.
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Industry Experience

PND50 Co., Ltd. has demonstrated expertise across multiple industries, including retail, gaming, and others. Clients praised their financial management and advisory capabilities, highlighting their responsiveness, project management, and ability to provide tailored solutions. The retail sector noted successful funding and financial structuring, while the gaming industry benefitted from custom accounting systems and compliance support. Overall sentiment reflects strong approval, indicating that PND50 is well-suited for clients in need of financial strategy and management across diverse business environments.
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Select Industry to see insights

Other industries Gaming

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Average Project Cost Breakdown

Less than $10,000 (2) $10,000 to $49,000 (1)

What Clients Have Said
Clients consistently highlight PND50 Co., Ltd.'s exceptional value for money, with one noting it as a 'good value for cost' and another emphasizing that their 'pricing fit our budget'. The company's ability to deliver high-quality services within budget constraints is frequently mentioned, contributing to a positive overall sentiment regarding cost-effectiveness. Clients appreciate the alignment of PND50's values with their own, which enhances the perceived value of their investment.
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Spain (2) Brazil (1)

This provider is fluent in 2 languages:

English

Thai

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The CPA Group

5.0 5 reviews

$5,000+

$300+ / hr

10 - 49

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Valuation Services +2

20% Finance & Accounting Outsourcing (FAO)

20% Fractional CFO Services

Focus Areas

20% Debt Consulting

40% Wealth & Asset Management

25% Retirement Planning +1

15% Stocks Portfolio Management

The CPA Group is a firm specializing in comprehensive accounting services, including bookkeeping, strategic tax planning, and fractional CFO services. Across their reviews, they are consistently praised for their high-quality work, effective communication, and proactive solutions. Notably, 100% of reviewers appreciate their expertise and personalized approach, with no areas for improvement mentioned.

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Industry Experience

The CPA Group has demonstrated strong expertise in the healthcare, information technology, and advertising industries. Clients from the healthcare sector praised their ability to enhance financial understanding and improve margins through precise accounting, leading to successful business sales. In the IT industry, feedback highlighted their meticulous bookkeeping and strategic tax planning, fostering trust and transparency for investors. Additionally, advertising clients commended their proactive financial management, optimizing cash flow and reducing tax liabilities. Overall, The CPA Group is well-suited for businesses aiming for financial growth and operational efficiency.
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Cleaners Information technology Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (2) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently praise The CPA Group for providing good value for their cost, with several noting that their pricing aligns well with project budgets. One client highlighted that, while the firm is not inexpensive, the quality of work delivered justifies the cost, resulting in improved financial outcomes. Overall sentiment reflects satisfaction with the return on investment and the company's ability to meet financial objectives efficiently.
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Biel Investment Capital

5.0 1 review

$10,000+

$100 - $149 / hr

2 - 9

Services provided

30% Financial Advising & Planning

25% Commercial Financing

25% Funding & Investment +2

10% Business Consulting

10% Financial Consulting

Focus Areas

20% Debt Consulting

50% Wealth & Asset Management

20% Mortgage & Loan Brokerage +1

10% Retirement Planning

Biel Investment Capital is an investment advisory firm offering services in financial advising, financial planning, and wealth management. Feedback indicates a high level of satisfaction, with 100% of reviewers noting their timely delivery and excellent responsiveness, emphasizing the firm's strong alignment with client values and cost-effective pricing.

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1 of 1 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Investment Advisory Services for Business Consulting Co
5.0 — Biel Investment Capital provides investment advisory services for a business consulting company. The team provides investment advisory, financial accounting, and merger and acquisition services. Read more
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Industry Experience

Biel Investment Capital has demonstrated expertise primarily in the Advertising & Marketing industry, providing investment advisory and financial services. Clients highlighted their timely project management, strong communication, and alignment with company values as key strengths. The overall sentiment is highly positive, indicating that Biel is a suitable partner for businesses seeking financial advisory and investment services, particularly in marketing-focused sectors.
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Advertising & marketing

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients express satisfaction with Biel Investment Capital's pricing, highlighting it as a key factor in their selection process. One review specifically noted the company's services provided 'great value for cost' and emphasized that they received 'value for our money.' Overall, the sentiment regarding cost and value is positive, with no reported areas for improvement related to pricing.
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Asesora

5.0 4 reviews

Undisclosed

Undisclosed

250 - 999

Dubai, United Arab Emirates

Services provided

10% Financial Advising & Planning

10% Accounting

10% Banking Law +7

10% Business Consulting

10% Compliance Consulting

10% Corporate Law

10% Finance & Accounting Outsourcing (FAO)

10% Finance Law

10% Fractional CFO Services

10% Funding & Investment

Focus Areas

15% Debt Consulting

15% Actuarial Services

15% Retirement Planning +4

15% Securities Brokerage

15% Stocks Portfolio Management

15% Wealth & Asset Management

10% Mortgage & Loan Brokerage

Asesora is a business consultancy firm providing services such as business setup, licensing, financial compliance, and PRO support. Their reviews reflect a 100% positive sentiment, highlighting their efficiency, responsiveness, and ability to make complex processes stress-free. Clients particularly appreciate Asesora's proactive approach and deep industry knowledge, emphasizing their role as a partner rather than just a service provider.

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Industry Experience

Asesora demonstrates expertise across the Food & Beverages and Construction industries. In the Food & Beverages sector, they excelled in facilitating business registration and licensing for a Pan-Asian restaurant, earning praise for their proactive support and timely delivery. In Construction, they successfully assisted a company in establishing a branch in Dubai, ensuring regulatory compliance and efficient project management. Overall, feedback highlights their responsiveness, thoroughness, and alignment with client values, making them a strong fit for businesses in these industries.
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Food & Beverages Construction

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients consistently highlight Asesora's competitive pricing and exceptional value for money. One client noted that their pricing fit within budget while providing good value for the cost. Another echoed similar sentiments, emphasizing that Asesora's services were cost-effective and delivered efficiently, contributing to a smooth and stress-free experience. Overall, the sentiment regarding cost and value is highly positive, with clients appreciating the balance between affordability and quality.
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DNYC Ltd

5.0 2 reviews

$5,000+

$200 - $300 / hr

Freelancer

London, England

Services provided

10% Financial Advising & Planning

15% Business Consulting

15% Business Valuation Services +7

15% Financial Consulting

10% AI Consulting

10% Compliance Consulting

10% Fractional CFO Services

5% Business Continuity Management

5% Corporate Training & Coaching

5% IT Strategy Consulting

Focus Areas

100% Debt Consulting

DNYC Ltd is a strategic and regulatory advisory firm specializing in financial planning and advisement for crypto market expansion. The company is highly regarded for its professional approach and robust regulatory knowledge, with 100% of the reviews highlighting their effective project management and strategic guidance, resulting in successful license applications and improved compliance frameworks.

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Reviews mention Communicative
DNYC Ltd has received positive feedback for their communicative approach, characterized by rapid and proactive communication. Clients noted their exceptional reliability in adhering to schedules and addressing inquiries promptly. One client highlighted their 'management style' as a standout quality, emphasizing accessibility and responsiveness to project needs. Overall, clients expressed satisfaction with the company's communication effectiveness, contributing to successful project outcomes without noted areas for improvement.

Strategic & Regulatory Advisory for FinTech Company

5.0 Mar 10, 2026

DNYC Ltd has shown effective project management, with clear communication and well-structured coordination of tasks and deadlines. They've delivered their work on time and remained responsive to project needs and regulatory developments. We communicate via virtual meetings, emails, and messaging apps.
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2 of 2 reviews are 5 stars

1 new review for Financial Advising & Planning services

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
In the past six months, DNYC Ltd has received positive feedback highlighting their exceptional project management and proactive communication. Clients noted significant outcomes, such as a 15-20% reduction in operational costs and successful submissions of multiple crypto-related license applications. Reviewers praised their reliability in meeting deadlines and the deep regulatory understanding provided, particularly for fintech and e-commerce projects. Overall, the sentiment reflects strong satisfaction with DNYC Ltd's strategic insights and value-driven services.
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
DNYC Ltd is recognized for delivering strong value for money, with clients highlighting their pricing as a key factor in selection. One client noted their services fit within budget while providing good value and a great cultural fit. Another emphasized that DNYC Ltd's pricing was aligned with their financial expectations and strategic needs. Overall, the sentiment reflects satisfaction with cost-effectiveness and the quality of service provided.
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USP House

4.3 2 reviews

$1,000+

$50 - $99 / hr

10 - 49

Noida, India

Services provided

15% Financial Advising & Planning

20% Business Consulting

15% Market Research +5

15% Marketing Strategy

10% Digital Strategy

10% Financial Consulting

10% Funding & Investment

5% IT Strategy Consulting

Focus Areas

35% Debt Consulting

35% Wealth & Asset Management

30% Mortgage & Loan Brokerage

USP House is a marketing agency specializing in digital marketing strategies and fundraising campaign support. The overall feedback is positive, with clients appreciating their proactive approach, effective project management, and smooth communication. Approximately 80% of reviewers highlight their proactive nature, while a small percentage note their occasionally aggressive service offerings.

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Industry Experience

USP House has demonstrated expertise in the financial services industry, particularly in digital payments, by providing effective marketing support and strategic planning during the shifting market conditions post-COVID-19. Feedback highlights their proactive approach, smooth communication, and timely project management. Overall sentiment indicates a positive impact, with clients appreciating their understanding of unique challenges and solutions tailored to fundraising efforts. Potential clients in financial services would benefit from their collaborative and strategic capabilities.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive USP House as providing good value for money, especially considering their proactive approach and effective project management. One client noted an investment of £2,000 (approximately $2,600 USD) for ongoing marketing support, reflecting a reasonable cost given their positive initial results. However, there are mentions of aggressive upselling tactics, suggesting a need for clear communication regarding service needs to ensure alignment and satisfaction.
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MB Accounting Group LLC

5.0 2 reviews

Undisclosed

$50 - $99 / hr

10 - 49

Portland, OR

Services provided

10% Financial Advising & Planning

55% Accounting

25% Finance & Accounting Outsourcing (FAO) +2

5% Digital Asset Management

5% Financial Consulting

Focus Areas

15% Debt Consulting

30% Actuarial Services

30% Wealth & Asset Management +4

10% Securities Brokerage

5% Mortgage & Loan Brokerage

5% Retirement Planning

5% Stocks Portfolio Management

MB Accounting Group LLC is an accounting firm known for its consistent and accurate bookkeeping and accounting services. The company receives overwhelmingly positive reviews, with clients praising its reliability, cost-effectiveness, and attention to detail. Approximately 100% of reviewers highlight the firm's thoroughness and timely delivery, emphasizing their effective communication and valuable financial insights.

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Industry Experience

MB Accounting Group LLC has received positive feedback from clients in the Consulting and Advertising & Marketing industries. Clients commend their thoroughness, consistency, and reliability in bookkeeping and accounting services. In Consulting, they helped improve bookkeeping accuracy for trauma-informed coaching firms, while in Advertising & Marketing, they enhanced financial reporting for performance marketing agencies. Overall, the sentiment is highly favorable, highlighting their expertise in maintaining organized financials and delivering timely results.
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Consulting Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight MB Accounting Group LLC's competitive pricing and strong value for money. One client noted that their 'pricing fit our budget' and emphasized the 'good value for cost.' Another client described the services as 'thorough, consistent, and cost-effective.' Overall, the sentiment reflects satisfaction with both the affordability and quality of services provided, with no significant areas for improvement mentioned.
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More responsive than most other service providers

MB Accounting Group LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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The Wow Company

4.0 1 review

Undisclosed

Undisclosed

50 - 249

Services provided

20% Financial Advising & Planning

20% Finance & Accounting Outsourcing (FAO)

15% Accounting +4

15% Business Consulting

15% Business Valuation Services

10% Financial Consulting

5% Commercial Financing

Focus Areas

25% Debt Consulting

40% Wealth & Asset Management

20% Retirement Planning +2

10% Actuarial Services

5% Stocks Portfolio Management

The Wow Company is an accounting firm offering services such as tax preparation, bookkeeping, and business consulting. Across their reviews, they are praised for their deep understanding of agency needs, flexibility, and innovative problem-solving, with 100% positive feedback regarding their knowledge and adaptability. However, there is a minor suggestion for improved responsiveness.

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Industry Experience

The Wow Company has received positive feedback primarily from the Advertising & Marketing industry. Clients highlight their expertise in accounting, particularly in tax preparation and business consulting. They are noted for their understanding of agency needs and their ability to provide tailored solutions. Overall sentiment is strong, with clients appreciating their flexibility and knowledge, although some note occasional delays in responsiveness. This positions The Wow Company as an excellent choice for businesses in the creative sector looking for reliable accounting support.
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Advertising & marketing

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients generally perceive The Wow Company as providing excellent value for money, particularly noting their tailored approach to accounting for agencies. One client highlighted that previous providers were 'too big and expensive,' while The Wow Company has been accommodating and understanding of their specific needs, leading to a significant investment of around £20,000 over several years. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of service provided.
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More responsive than most other service providers

The Wow Company is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Cardem Consulting

5.0 1 review

$1,000+

$50 - $99 / hr

2 - 9

Barranquilla, Colombia

Services provided

10% Financial Advising & Planning

50% Finance & Accounting Outsourcing (FAO)

20% Commercial Financing +2

10% Accounting

10% Business Consulting

Focus Areas

15% Debt Consulting

15% Actuarial Services

15% Mortgage & Loan Brokerage +4

15% Securities Brokerage

15% Stocks Portfolio Management

15% Wealth & Asset Management

10% Retirement Planning

Cardem Consulting is a financial advising firm specializing in credit analysis for invoice factoring. Reviews highlight their expertise in improving credit accuracy, enhancing risk management, and streamlining processes. All feedback is positive, with 100% of reviewers praising their tailored solutions and timely project management. Their innovative approaches and comprehensive understanding of client needs distinguish them as a valuable partner in financial advising and planning.

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1 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Consulting for Financial Services Company
5.0 — Cardem Consulting provides financial consulting support for a financial services company. They provide invoice factoring consulting support to help ensure accurate credit evaluations and reduce Read more
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Industry Experience

Cardem Consulting has demonstrated significant expertise in the financial services industry, particularly in invoice factoring. Clients have praised their ability to enhance credit analysis capabilities, improve risk management, and streamline processes, resulting in accurate evaluations and reduced financial losses. Overall sentiment reflects strong satisfaction with their tailored solutions, timely delivery, and deep understanding of industry challenges, making them a suitable partner for firms seeking to optimize credit analysis and risk management in finance.
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Financial services

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed satisfaction with Cardem Consulting's pricing, noting it fits within their budget while providing good value for the cost. One client highlighted the company's ability to deliver tailored solutions that enhanced their credit analysis capabilities, improving both accuracy and risk management. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of service offered by Cardem Consulting, with no reported areas for improvement.
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Coin Masters

5.0 1 review

$5,000+

$50 - $99 / hr

2 - 9

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Valuation Services +2

20% Finance & Accounting Outsourcing (FAO)

20% Fractional CFO Services

Focus Areas

10% Debt Consulting

40% Wealth & Asset Management

20% Retirement Planning +2

20% Stocks Portfolio Management

10% Securities Brokerage

Coin Masters is an accounting services company specializing in bookkeeping, bank reconciliation, and accounts management. Reviews indicate a high satisfaction rate, with 99% accuracy in financial records and a 30% reduction in overdue receivables. Clients praise their personalized approach and attention to detail, although streamlined communication and more detailed financial insights are suggested for improvement.

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Industry Experience

Coin Masters has demonstrated expertise primarily in the Advertising & Marketing industry, providing effective bookkeeping services that resulted in a 99% accuracy rate and a 30% reduction in overdue receivables. Clients appreciated their personalized approach, timely deliverables, and proactive communication. The overall sentiment is positive, highlighting their strengths in accuracy, efficiency, and client engagement. Potential clients in the digital agency sector seeking tailored financial solutions can expect impactful results from their partnership with Coin Masters.
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Advertising & marketing

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Coin Masters is praised for its competitive pricing, which aligned well with client budgets, as noted by the CEO of Borok Media. Clients reported a significant reduction in bookkeeping expenses by 15% and highlighted the overall value for money through efficient service delivery and high accuracy. While the company excels in personalized service and timely communication, clients suggested improvements in communication channels and financial insights to further enhance perceived value.
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The Wise CPAS

4.5 1 review

Undisclosed

< $25 / hr

10 - 49

Services provided

10% Financial Advising & Planning

90% Accounting

Focus Areas

20% Debt Consulting

20% Actuarial Services

20% Mortgage & Loan Brokerage +2

20% Retirement Planning

20% Wealth & Asset Management

The Wise CPAS is an accounting firm providing services including bookkeeping, accounting, and auditing. Reviews highlight their exceptional communication skills and timely delivery, with 100% of feedback being positive. Clients commend the dedication and availability of their team, suggesting strong professional reliability and expertise in their industry.

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Industry Experience

The Wise CPAS excels in the IT Services industry, receiving positive feedback for their communication skills, timely delivery, and dedicated staff. Clients from this sector appreciate their expertise in bookkeeping, accounting, and auditing, highlighting their effectiveness in managing projects. Overall sentiment is highly favorable within IT Services, making them a strong candidate for companies seeking reliable financial support in technology-driven environments.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend The Wise CPAS for providing excellent value for money, particularly noting their effective communication and timely delivery of services. One client highlighted their satisfaction with the hourly billing structure and the dedication of their team. Overall, feedback reflects a strong sentiment of appreciation for the quality of service relative to cost, with clients recommending their services without reservation.
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Oak View Law Group

Not yet reviewed

$1,000+

$50 - $99 / hr

50 - 249

Auburn, CA

Services provided

65% Financial Advising & Planning

30% Bankruptcy Law

5% Finance Law

Focus Areas

95% Debt Consulting

5% Retirement Planning

Headquartered in Auburn, California and Jacksonville, Florida, Oak View Law Group is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Bankruptcy Law.
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IRIS Business Services Ltd

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Navi Mumbai, India

Services provided

100% Financial Advising & Planning

Focus Areas

15% Debt Consulting

15% Actuarial Services

15% Mortgage & Loan Brokerage +4

15% Retirement Planning

15% Stocks Portfolio Management

15% Wealth & Asset Management

10% Securities Brokerage

Founded in 2000, IRIS Business Services Ltd is a midsize Navi Mumbai, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning.
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PathQuest Solutions

Not yet reviewed

$5,000+

$25 - $49 / hr

250 - 999

Services provided

33% Financial Advising & Planning

34% Accounting

33% Finance & Accounting Outsourcing (FAO)

Focus Areas

50% Debt Consulting

50% Wealth & Asset Management

PathQuest Solutions, an Accounting company, was founded in 2021. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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Swift Debt Help

Not yet reviewed

$50,000+

Undisclosed

50 - 249

Worsley, England

Services provided

50% Financial Advising & Planning

50% Finance & Accounting Outsourcing (FAO)

Focus Areas

50% Debt Consulting

20% Mortgage & Loan Brokerage

20% Wealth & Asset Management +2

5% Actuarial Services

5% Retirement Planning

Swift Debt Help is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their services include Finance & Accounting Outsourcing (FAO).
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Trust Consulting Services

Not yet reviewed

$1,000+

$50 - $99 / hr

10 - 49

Washington, DC

Services provided

30% Financial Advising & Planning

30% Business Consulting

30% IT Strategy Consulting +1

10% Financial Consulting

Focus Areas

50% Debt Consulting

50% Wealth & Asset Management

Established in 2015, Trust Consulting Services is an IT strategy consulting company. Their team focuses on IT strategy consulting and Business Consulting.
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Ascentia CPA

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Services provided

40% Financial Advising & Planning

50% Accounting

10% Tax Law

Focus Areas

50% Debt Consulting

50% Wealth & Asset Management

Established in 2020, Ascentia CPA is a small Accounting company. Their services include Accounting and Financial Advising & Planning.
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Optimizator Financial LLC

5.0 1 review

$5,000+

$100 - $149 / hr

2 - 9

Services provided

30% Financial Advising & Planning

20% Accounting

20% Business Consulting +2

20% Logistics & Supply Chain Consulting

10% Financial Consulting

Focus Areas

100% Debt Consulting

Optimizator Financial LLC specializes in financial modeling, budgeting, and accounting, offering services such as financial projections, inventory forecasting, and streamlined accounting systems. The reviews highlight Val's exceptional expertise in finance and operations, meticulous attention to detail, and effective communication, which have significantly supported clients in decision-making and achieving financial clarity. Clients appreciate Optimizator's unique, comprehensive approach and adherence to timeframes.

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befree UK

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Services provided

25% Financial Advising & Planning

25% Accounting

25% Back Office Outsourcing +1

25% Finance & Accounting Outsourcing (FAO)

Focus Areas

20% Debt Consulting

20% Mortgage & Loan Brokerage

20% Retirement Planning +2

20% Securities Brokerage

20% Wealth & Asset Management

Befree UK is a London, England-based Back Office Outsourcing company. Founded in 2006, the team specializes in Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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Stocknet Aston Securities Aldenburg

Not yet reviewed

$5,000+

$100 - $149 / hr

50 - 249

Oslo, Norway

Services provided

50% Financial Advising & Planning

50% Financial Consulting

Focus Areas

50% Debt Consulting

50% Actuarial Services

Financial Advising & Planning and Financial Consulting company Stocknet Aston Securities Aldenburg was founded in 2002. The midsize team offers Financial Advising & Planning and Financial
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CFO Insights Ltd

Not yet reviewed

$10,000+

$100 - $149 / hr

2 - 9

Sofia, Bulgaria

Services provided

25% Financial Advising & Planning

40% Fractional CFO Services

15% Funding & Investment +2

10% Business Valuation Services

10% Financial Consulting

Focus Areas

95% Debt Consulting

5% Wealth & Asset Management

CFO Insights Ltd, a Fractional CFO Services company, is headquartered in Sofia, Bulgaria. Launched in 2021, the team provides Fractional CFO Services and Financial Advising & Planning.
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Addi

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Bogotá, Colombia

Services provided

100% Financial Advising & Planning

Focus Areas

100% Debt Consulting

Addi, a Financial Advising & Planning company, specializes in Financial Advising & Planning. The company is in Bogotá, Colombia.
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Kreditwala

5.0 1 review

$5,000+

Undisclosed

250 - 999

Delhi, India

Services provided

40% Financial Advising & Planning

30% Financial Consulting

30% Insurance Services & Brokers

Focus Areas

15% Debt Consulting

20% Mortgage & Loan Brokerage

20% Wealth & Asset Management +3

15% Actuarial Services

15% Securities Brokerage

15% Stocks Portfolio Management

Kreditwala provides services in Financial Advising and Planning, Investment Advisory, and Wealth Management. Reviews highlight its robust platform for navigating personal loans and credit card services, emphasizing accessibility and innovation. Clients commend its seamless project management and strategic partnerships with banks, making Kreditwala a reliable choice for diverse financial needs.

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Ledger Labs, Inc.

5.0 6 reviews

$1,000+

$50 - $99 / hr

50 - 249

Services provided

50% Financial Advising & Planning

50% Accounting

Focus Areas

15% Debt Consulting

15% Actuarial Services

15% Mortgage & Loan Brokerage +4

15% Securities Brokerage

15% Stocks Portfolio Management

15% Wealth & Asset Management

10% Retirement Planning

Ledger Labs, Inc. offers services in Financial Advising and Planning, with a notable expertise in Netsuite ERP implementation. The reviews highlight their effective project management, responsiveness, and ability to enhance operational efficiency, making them a valuable partner for achieving improved decision-making and streamlined processes. Clients appreciate their communication and collaborative approach, indicating high satisfaction with their services.

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Fuse Capital

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

London, England

Services provided

34% Financial Advising & Planning

33% Financial Consulting

33% Funding & Investment

Focus Areas

100% Debt Consulting

Fuse Capital is a Financial Advising & Planning company. They were launched in 2013, and their services include Financial Advising & Planning and Financial Consulting.
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