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  • House of Bookkeepers Logotype

    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

    25% Mortgage & Loan Brokerage
    45% Actuarial Services
    20% Wealth & Asset Management +1
    10% Debt Consulting

    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.

    See all 2 projects

    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

    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 Logotype

    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

    20% Mortgage & Loan Brokerage
    25% Stocks Portfolio Management
    20% Wealth & Asset Management +3
    15% Debt Consulting
    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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  • Genistar Limited Logotype

    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

    45% Mortgage & Loan Brokerage
    20% Actuarial Services
    20% Debt Consulting +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 Unique expertise

    Clients consistently highlighted Genistar Limited's unique expertise in financial consulting and tailored insurance solutions. One CEO noted their exceptional commitment to understanding specific business needs, stating that Genistar provided a bespoke financial plan rather than a generic package. The company's deep knowledge in corporate protection and financial planning, combined with effective communication, positioned them as a trusted partner. Overall sentiment reflects high satisfaction, with clients appreciating the personalized approach and successful outcomes achieved.
    • Insurance Policy, Business & Financial Consulting for IT Co
      5.0 Jul 2, 2025

      The genuine commitment to understanding our business and tailoring solutions to our exact needs was outstanding. Unlike other firms that offered generic packages, Genistar took the time to listen, ask insightful questions, and design a truly bespoke financial plan and group insurance policy. Their deep expertise in both corporate protection and financial planning, combined with exceptional communication, made them stand out as a trusted partner rather than just a service provider.

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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

    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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  • Sensiba LLP Logotype

    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% Mortgage & Loan Brokerage
    20% Actuarial Services
    20% Debt Consulting +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.

    See all 10 projects

    Industry Experience

    Sensiba LLP has demonstrated extensive expertise in various sectors, including Information Technology, Financial Services, and Telecommunications. Feedback highlights their strengths in managing compliance audits for SOC 1, SOC 2, and ISO 27001, showcasing professionalism and effective communication. Clients consistently noted their thoroughness, timely deliveries, and the ability to align with company values. Overall sentiment is positive across industries, indicating Sensiba LLP's strong capability as a partner for compliance and security projects.

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    Consulting Other Industry Human Resources IT Services Information technology Advertising & marketing Telecommunications Software Financial services

    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

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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    United States (6) Canada (1) Germany (1) South Korea (1)
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  • Imperial Advisory, CFOs Logotype

    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

    25% Mortgage & Loan Brokerage
    25% Retirement Planning
    20% Wealth & Asset Management +2
    15% Actuarial Services
    15% Debt Consulting

    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 Knowledgeable

    Clients frequently commend Imperial Advisory, CFOs for their extensive industry knowledge and professionalism. One reviewer noted their impressive ability to conduct needs analysis effectively, while another highlighted their exceptional quality of work and responsiveness throughout the project. The overall sentiment reflects a strong confidence in their expertise, with no reported areas for improvement.
    • Business Consulting for Executive Search Firm
      4.5 Oct 14, 2023

      We're impressed with their professionalism, high-quality work, and extensive industry knowledge.

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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
    Read 1 Review

    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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    Select Industry to see insights

    Chemicals & Biotechnology Advertising & marketing

    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 Logotype

    Smith Mandel & Associates LLP

    4.5 1 review
    Undisclosed
    Undisclosed
    10 - 49

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    20% Mortgage & Loan Brokerage
    20% Actuarial Services
    20% Debt Consulting +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.

    See all 1 projects

    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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    Select Industry to see insights

    Hospitality & leisure

    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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  • Melmac Solutions Limited Logotype

    5.0 6 reviews
    $25,000+
    Undisclosed
    2 - 9
    Finchampstead, England

    Services provided

    30% Financial Advising & Planning
    35% Blockchain
    35% Cybersecurity

    Focus Areas

    15% Mortgage & Loan Brokerage
    30% Debt Consulting
    25% Retirement Planning +2
    15% Actuarial Services
    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.

    See all 6 projects

    Reviews mention Proactive

    Clients consistently praised Melmac Solutions Limited for their proactive approach throughout project management. For instance, Varjo highlighted their timely delivery and responsiveness to needs, ensuring a smooth collaboration. Similarly, Manulife Financial commended their proactive communication, which fostered a strong partnership. Ionixx Technologies noted their attentiveness and proactive measures during the development process. Overall, the sentiment regarding Melmac's proactive nature is overwhelmingly positive, reflecting their commitment to client satisfaction and project success.
    • Cybersecurity Services for Hardware & Software Company
      5.0 Jul 7, 2023

      Their team was highly responsive to Varjo's needs, promptly addressing any concerns or issues that arose. Their proactive communication and transparent reporting provided Varjo with clear visibility into the project's progress and ensured a smooth collaboration.

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    • Cybersecurity for Health & Care Services Orgnization
      5.0 Jul 5, 2023

      Melmac Solution Limited exhibited exemplary project management throughout the engagement. Their team was highly responsive, communicating regularly to provide updates and address any issues that arose. This proactive approach contributed to a smooth and seamless collaboration.

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    • Cybersecurity & Strategy Dev for Wealth & Asset Mgmt Company
      5.0 Jul 5, 2023

      Their team was responsive to our needs and promptly addressed any concerns or issues that arose during the project. Their clear communication and proactive approach fostered a strong partnership, enabling us to achieve our objectives effectively.

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    • Blockchain Development for IT Services Company
      5.0 Jul 5, 2023

      The project management of Melmac Solution Limited and Ionexx Technologies was exceptional. They consistently delivered items on time, ensuring that our project timeline remained on track. Their team was responsive and attentive to our needs, promptly addressing any concerns or inquiries we had throughout the development process. Their effective communication and proactive approach to project management greatly contributed to the project's success.

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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
    Read 5 Reviews

    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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  • Al Burhan Accounting and Taxation Logotype

    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% Mortgage & Loan Brokerage
    35% Debt Consulting
    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.

    See all 2 projects

    Reviews mention Professional

    Clients consistently commend Al Burhan Accounting for their professionalism and structured approach. One client highlighted the firm's ability to provide dynamic involvement and expert guidance, resulting in outcomes exceeding expectations by 13%. Their account manager and team are noted for timely communication and effective action, fostering a reliable partnership. Overall, the sentiment reflects a strong appreciation for their quality service and expertise, which reassures potential clients of their capability to handle complex accounting needs.
    • Bookkeeping for Sports Marketing Company
      5.0 Feb 1, 2023

      The account manager is very professional. The Whole team is in fact very professional. One email and things always got into action.

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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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    Pakistan (1) United Arab Emirates (1)
    $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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  • PKC Management Consulting Logotype

    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% Mortgage & Loan Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Securities Brokerage

    PKC Performance Partners is a distinctive business and financial advisory firm, with experienced advisors providing process consulting & automation, audit & assurance and taxation. Over the

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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.
    Read 1 Recent Review

    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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    Average Project Cost Breakdown

    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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  • Braj Aggarwal, CPA, P.C. Logotype

    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

    60% Mortgage & Loan Brokerage
    40% Debt Consulting

    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 Efficient

    Clients have praised Braj Aggarwal, CPA, P.C. for their efficient audit processes and effective communication. One client noted that the audit procedure was smooth, with timely interactions via phone and email. The firm’s ability to provide quick turnaround times compared to larger firms was highlighted, emphasizing their lean structure as an advantage. Overall, feedback reflects a strong sentiment of satisfaction regarding the firm's efficiency in managing audits and client relations.
    • Financial Auditing Services for Steel Manufacturing Company
      5.0 Sep 20, 2021

      With Braj Aggarwal, it was a very smooth process. The due diligence process within the organization was faster as well, compared to a Big Four, where there’s a separate due diligence cell. While the bigger firms have more capability in terms of experience, clients, and handling issues, smaller firms have the advantage of being lean and fast.

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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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    Select Industry to see insights

    IT Services Manufacturing

    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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  • Diener & Associates Logotype

    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% Mortgage & Loan Brokerage
    20% Actuarial Services
    20% Debt Consulting +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.

    See all 5 projects

    Reviews mention Unique expertise

    Clients commend Diener & Associates for their unique expertise in federal government accounting and personalized service. One client noted the firm's ability to handle complex accounting needs for significant projects, highlighting Ms. Staci Martineau's unparalleled professionalism and hands-on attention. The sentiment reflects strong trust and satisfaction, with clients appreciating Diener's comprehensive support and proactive approach, which enhances their financial operations and strategic growth.
    • 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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    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

    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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  • ADYZER Logotype

    5.0 1 review
    Undisclosed
    < $25 / hr
    10 - 49
    Mississauga, Canada

    Services provided

    20% Financial Advising & Planning
    70% Accounting
    10% Financial Consulting

    Focus Areas

    40% Mortgage & Loan Brokerage
    25% Debt Consulting
    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
    Read 1 Review

    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

    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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  • Stratton Equities Logotype

    5.0 1 review
    $100,000+
    Undisclosed
    10 - 49
    Montville, NJ

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Focus Areas

    100% Mortgage & Loan Brokerage

    Stratton Equities specializes in creative real estate financing solutions, particularly for multifamily properties. Reviews highlight the company's personalized service and meticulous attention to detail, with clients appreciating their professionalism and effective communication. Despite some deals not going through due to external factors, clients express confidence in Stratton Equities for future opportunities.

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    Industry Experience

    Stratton Equities has received positive feedback particularly within the financial services industry, where they supported clients in wealth management and real estate investment. Their strengths lie in creative financing solutions and personalized service, which fostered strong client confidence and satisfaction. Overall sentiment indicates a high level of trust and appreciation for their detailed attention and effective communication, making them a suitable partner for clients in financial planning and real estate sectors.

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    Financial services

    Average Project Cost Breakdown

    $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Clients have expressed positive sentiments regarding Stratton Equities' cost and value for money. One client noted the firm’s personalized service and attention to detail as exceptional, stating they felt valued beyond just a transaction. Although the specific commission structure was not detailed, the client indicated confidence in pursuing future engagements, suggesting a perceived fair value given the quality of service. Overall, feedback indicates that clients find the costs justifiable relative to the quality of support received.
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  • Livvity Logotype

    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

    15% Mortgage & Loan Brokerage
    15% Actuarial Services
    15% Retirement Planning +4
    15% Securities Brokerage
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Debt Consulting

    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.

    See all 1 projects
    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.
    Read 1 Recent Review

    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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    Select Industry to see insights

    Supply Chain, Logistics, and Transport

    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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  • BBNC Logotype

    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% Mortgage & Loan Brokerage
    20% Actuarial Services
    20% Debt Consulting +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.

    See all 9 projects

    Reviews mention Communicative

    Clients have expressed high satisfaction with BBNC's communication, highlighting their 'fabulous' communication skills and 'timely response' to queries. One client noted the onboarding process was 'very professional,' while another appreciated the team's ability to thoroughly address and resolve difficulties. Overall, feedback indicates that BBNC excels in maintaining clear and effective communication throughout the project lifecycle, contributing significantly to client satisfaction.
    • 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 & Compliance Services for Recruitment Firm
      5.0 Jul 7, 2021

      We are extremely happy with their communication skills and allowed the team to us.

      Read Full Review
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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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    Select Industry to see insights

    Financial services IT Services Human Resources Other Industry Real estate Construction

    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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  • PND50 Co., Ltd. Logotype

    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

    30% Mortgage & Loan Brokerage
    30% Actuarial Services
    25% Debt Consulting +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.

    See all 5 projects
    3 of 3 reviews are 5 stars
    Less than $10,000 avg. project cost

    Reviewed 3 times in the past 6 months

    In the past six months, PND50 Co., Ltd. has received positive feedback for their project management and responsiveness. Clients noted their impressive understanding of diverse business models, particularly in gaming and finance. For instance, the Lead Cloud Engineer at Plarium praised their timely delivery and clear communication. Similarly, the COO of TagPlus highlighted their innovative solutions and the successful identification of investors. Overall, clients expressed satisfaction with the value provided and found no significant areas for improvement.
    Read 3 Recent Reviews

    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

    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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    View projects from:

    Spain (2) Brazil (1)

    This provider is fluent in 2 languages:

    • English
    • Thai
    View Profile Visit Website
  • Finanezy Business Solutions Logotype

    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% Mortgage & Loan Brokerage
    35% Debt Consulting
    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.

    See all 1 projects

    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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    Select Industry to see insights

    Financial services

    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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  • Biel Investment Capital Logotype

    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% Mortgage & Loan Brokerage
    50% Wealth & Asset Management
    20% Debt Consulting +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.

    See all 1 projects
    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
    Read 1 Review

    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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    Select Industry to see insights

    Advertising & marketing

    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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  • USP House Logotype

    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

    30% Mortgage & Loan Brokerage
    35% Debt Consulting
    35% Wealth & Asset Management

    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.

    See all 2 projects

    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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    Select Industry to see insights

    Financial services

    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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  • Asesora Logotype

    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

    10% Mortgage & Loan Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Stocks Portfolio Management
    15% Wealth & Asset Management

    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.

    See all 4 projects

    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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    Select Industry to see insights

    Food & Beverages Construction

    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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  • Cardem Consulting Logotype

    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% Mortgage & Loan Brokerage
    15% Actuarial Services
    15% Debt Consulting +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.

    See all 1 projects
    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
    Read 1 Review

    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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    Select Industry to see insights

    Financial services

    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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  • PropertyGuru Finance Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Kuala Lumpur, Malaysia

    Services provided

    45% Financial Advising & Planning
    25% Commercial Financing
    10% Commercial Brokerage Services +2
    10% Financial Consulting
    10% Funding & Investment

    Focus Areas

    100% Mortgage & Loan Brokerage

    PropertyGuru Finance is a Financial Advising & Planning company located in Kuala Lumpur, Malaysia. They focus on Financial Advising & Planning and Commercial Financing.

    Read more
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  • The Wise CPAS Logotype

    The Wise CPAS

    4.5 1 review
    Undisclosed
    < $25 / hr
    10 - 49

    Services provided

    10% Financial Advising & Planning
    90% Accounting

    Focus Areas

    20% Mortgage & Loan Brokerage
    20% Actuarial Services
    20% Debt Consulting +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.

    See all 1 projects

    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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    Select Industry to see insights

    IT Services

    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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  • LeaseAccelerator Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Reston, VA

    Services provided

    50% Financial Advising & Planning
    50% Commercial Brokerage Services

    Focus Areas

    100% Mortgage & Loan Brokerage

    LeaseAccelerator, a Commercial Brokerage Services and Financial Advising & Planning company, offer Commercial Brokerage Services and Financial Advising & Planning. They were launched in 2009.

    Read more
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  • PropertyGuru Singapore Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Singapore, Singapore

    Services provided

    45% Financial Advising & Planning
    25% Commercial Financing
    10% Commercial Brokerage Services +2
    10% Financial Consulting
    10% Funding & Investment

    Focus Areas

    100% Mortgage & Loan Brokerage

    PropertyGuru Singapore, a large Financial Advising & Planning company, is headquartered in Singapore, Singapore. The team provides Financial Advising & Planning and Commercial Financing.

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  • IRIS Business Services Ltd Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Navi Mumbai, India

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Mortgage & Loan Brokerage
    15% Actuarial Services
    15% Debt Consulting +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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  • Opportunity Bank of Montana Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Bozeman, MT

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Focus Areas

    100% Mortgage & Loan Brokerage

    Commercial Financing and Financial Advising & Planning company Opportunity Bank of Montana is located in Bozeman, Montana. They offer Commercial Financing and Financial Advising & Planning.

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  • Ocean Finance Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Stretford, England

    Services provided

    50% Financial Advising & Planning
    50% Insurance Services & Brokers

    Focus Areas

    100% Mortgage & Loan Brokerage

    Launched in 1991, Ocean Finance is a Financial Advising & Planning and Insurance Services & Brokers company. Their team focuses on Financial Advising & Planning and Insurance Services & Brokers.

    Read more
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  • 10Propertiesin10years Logotype

    10Propertiesin10years

    Not yet reviewed

    $10,000+
    $25 - $49 / hr
    250 - 999

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Focus Areas

    50% Mortgage & Loan Brokerage
    50% Retirement Planning

    10Propertiesin10years, a Financial Advising & Planning and Financial Consulting company, is based in Preston, Australia. They provide Financial Advising & Planning and Financial Consulting.

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  • Sunlite Mortgage Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Toronto, Canada

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    100% Mortgage & Loan Brokerage

    Launched in 2019, Sunlite Mortgage is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning.

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  • SK Finance Limited Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Jaipur, India

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    100% Mortgage & Loan Brokerage

    Financial Advising & Planning company SK Finance Limited is located in Jaipur, India. Founded in 1994, the team focuses on Financial Advising & Planning.

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  • Knight Fintech Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Mumbai, India

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    100% Mortgage & Loan Brokerage

    Knight Fintech is an Accounting and Financial Advising & Planning company established in 2019. The agency offers Accounting and Financial Advising & Planning.

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  • Senior Mortgage Loan Originator Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Sarasota, FL

    Services provided

    50% Financial Advising & Planning
    50% Commercial Brokerage Services

    Focus Areas

    100% Mortgage & Loan Brokerage

    Senior Mortgage Loan Originator is a Commercial Brokerage Services and Financial Advising & Planning company. Their team provides Commercial Brokerage Services.

    Read more
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  • Indifi Technologies Logotype

    Indifi Technologies

    Not yet reviewed

    $1,000+
    Undisclosed
    250 - 999

    Services provided

    30% Financial Advising & Planning
    35% Commercial Financing
    35% Funding & Investment

    Focus Areas

    100% Mortgage & Loan Brokerage

    Headquartered in haryana, India, Indifi Technologies is a Commercial Financing company. They focus on Commercial Financing and Funding & Investment and were founded in 2015.

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  • LendToday Logotype

    LendToday

    Not yet reviewed

    $25,000+
    Undisclosed
    50 - 249

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    80% Mortgage & Loan Brokerage
    20% Debt Consulting

    LendToday, a Financial Advising & Planning company, was founded in 1993. The team specializes in Financial Advising & Planning.

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  • SUSAN JAMES LOAN COMPANY Logotype

    SUSAN JAMES LOAN COMPANY

    Not yet reviewed

    $5,000+
    $50 - $99 / hr
    50 - 249

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    100% Mortgage & Loan Brokerage

    SUSAN JAMES LOAN COMPANY is a Financial Advising & Planning company founded in 2024. Their services include Financial Advising & Planning.

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  • IFFCO Kisan Finance Limited Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Gurugram, India

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Focus Areas

    100% Mortgage & Loan Brokerage

    Founded in 2017, IFFCO Kisan Finance Limited is a Financial Advising & Planning and Financial Consulting company. Their team provides Financial Advising & Planning and Financial Consulting.

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  • AsertaLoans Logotype

    Not yet reviewed

    $75,000+
    $150 - $199 / hr
    250 - 999
    Dallas, TX

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    100% Mortgage & Loan Brokerage

    Financial Advising & Planning company AsertaLoans was established in 2019. The team provides Financial Advising & Planning.

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  • Ashirbad Fintech Solution Logotype

    Ashirbad Fintech Solution

    Not yet reviewed

    $10,000+
    $50 - $99 / hr
    250 - 999

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    100% Mortgage & Loan Brokerage

    Ashirbad Fintech Solution is a Financial Advising & Planning company. The midsize Bhubaneswar, India-based team offers Financial Advising & Planning. The company was established in 2021.

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  • Whitecliff Credit Improvement Services Pvt. Ltd Logotype

    Whitecliff Credit Improvement Services Pvt. Ltd

    Not yet reviewed

    $10,000+
    $50 - $99 / hr
    50 - 249

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Focus Areas

    100% Mortgage & Loan Brokerage

    Whitecliff Credit Improvement Services Pvt. Ltd is a Financial Advising & Planning and Financial Consulting company. Their services include Financial Advising & Planning.

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  • Ark Mortgages Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Ilford, England

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Focus Areas

    100% Mortgage & Loan Brokerage

    Ark Mortgages is a Financial Advising & Planning and Financial Consulting company. They were established in 2020, and their services include Financial Advising & Planning and Financial Consulting.

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  • UK Mortgage Broker Logotype

    Not yet reviewed

    Undisclosed
    $25 - $49 / hr
    10 - 49
    Marlow, England

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    100% Mortgage & Loan Brokerage

    Launched in 2006, UK Mortgage Broker is a small Financial Advising & Planning company. Their services include Financial Advising & Planning.

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  • Kreditwala Logotype

    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

    20% Mortgage & Loan Brokerage
    20% Wealth & Asset Management
    15% Actuarial Services +3
    15% Debt Consulting
    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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  • Inovayt Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    West Melbourne, Australia

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    45% Mortgage & Loan Brokerage
    30% Wealth & Asset Management
    20% Debt Consulting +1
    5% Retirement Planning

    Inovayt, a Financial Advising & Planning company, is located in West Melbourne, Australia and Aspley, Australia. They provide Financial Advising & Planning and were founded in 2007.

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  • befree UK Logotype

    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% Mortgage & Loan Brokerage
    20% Debt Consulting
    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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  • Wecarecapital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Noida, India

    Services provided

    50% Financial Advising & Planning
    25% Financial Consulting
    25% Funding & Investment

    Focus Areas

    100% Mortgage & Loan Brokerage

    Wecarecapital is a Financial Advising & Planning company established in 2024. Located in Noida, India and Noida, India, the team specializes in Financial Advising & Planning and Funding &

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  • St Trinity Property Group Logotype

    Not yet reviewed

    $250,000+
    $300+ / hr
    50 - 249
    North Strathfield, Australia

    Services provided

    60% Financial Advising & Planning
    30% Financial Consulting
    10% Funding & Investment

    Focus Areas

    40% Mortgage & Loan Brokerage
    50% Wealth & Asset Management
    10% Debt Consulting

    Financial Advising & Planning company St Trinity Property Group is headquartered in North Strathfield, Australia. Their services include Financial Advising & Planning and Financial Consulting.

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  • Vision Consulting Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    London, England

    Services provided

    50% Financial Advising & Planning
    25% Accounting
    25% Business Consulting

    Focus Areas

    35% Mortgage & Loan Brokerage
    50% Retirement Planning
    15% Wealth & Asset Management

    Launched in 2002, Vision Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Business Consulting.

    Read more
    View Profile
  • Optimize Financial Group Logotype

    Optimize Financial Group

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Commercial Financing +1
    25% Insurance Services & Brokers

    Focus Areas

    100% Mortgage & Loan Brokerage

    Optimize Financial Group is a Commercial Financing company established in 2009. Their services include Commercial Financing and Accounting.

    Read more
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  • X2 Mortgage Logotype

    Not yet reviewed

    $10,000+
    < $25 / hr
    250 - 999
    Chandler, AZ

    Services provided

    25% Financial Advising & Planning
    50% Insurance Services & Brokers
    25% Financial Consulting

    Focus Areas

    100% Mortgage & Loan Brokerage

    Established in 1999, X2 Mortgage is an Insurance Services & Brokers company. The company specializes in Insurance Services & Brokers and Financial Advising & Planning, and is midsize.

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Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Genistar Limited
2 Sensiba LLP
3 Imperial Advisory, CFOs
4 Smith Mandel & Associates LLP
5 Melmac Solutions Limited
6 Al Burhan Accounting and Taxation
7 PKC Management Consulting
8 Braj Aggarwal, CPA, P.C.
9 Diener & Associates
10 ADYZER
11 Stratton Equities
12 Livvity
13 BBNC
14 PND50 Co., Ltd.
15 House of Bookkeepers

List of the Top 15 Loan Brokers

  1. Genistar Limited Logotype

    Genistar Limited

    Undisclosed
    Undisclosed
    10 - 49
    Caterham, England

    Ability to deliver

    21.8/40.0
    16.4/20 Reviews
    0.2/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    45% Mortgage & Loan Brokerage
    20% Other
    View Profile Visit Website
  2. Sensiba LLP Logotype

    Sensiba LLP

    Undisclosed
    Undisclosed
    250 - 999
    San Ramon, CA

    Ability to deliver

    26.2/40.0
    17.2/20 Reviews
    0/10 Clients & Experience
    9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    20% Mortgage & Loan Brokerage
    90% Other
    View Profile Visit Website
  3. Imperial Advisory, CFOs Logotype

    Imperial Advisory, CFOs

    Undisclosed
    Undisclosed
    2 - 9
    Valley Stream, NY

    Ability to deliver

    23.2/40.0
    15.6/20 Reviews
    2/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    25% Mortgage & Loan Brokerage
    20% Other
    View Profile Visit Website
  4. Smith Mandel & Associates LLP Logotype

    Smith Mandel & Associates LLP

    Undisclosed
    Undisclosed
    10 - 49

    Ability to deliver

    21.5/40.0
    14.6/20 Reviews
    1.6/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    20% Mortgage & Loan Brokerage
    50% Other
    View Profile Visit Website
  5. Melmac Solutions Limited Logotype

    Melmac Solutions Limited

    $25,000+
    Undisclosed
    2 - 9
    Finchampstead, England

    Ability to deliver

    24.9/40.0
    16.2/20 Reviews
    2.9/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    15% Mortgage & Loan Brokerage
    70% Other
    View Profile Visit Website
  6. Al Burhan Accounting and Taxation Logotype

    Al Burhan Accounting and Taxation

    $1,000+
    $50 - $99 / hr
    2 - 9
    Dubai, United Arab Emirates

    Ability to deliver

    23.5/40.0
    16.2/20 Reviews
    2.5/10 Clients & Experience
    4.8/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    35% Mortgage & Loan Brokerage
    80% Other
    View Profile Visit Website
  7. PKC Management Consulting Logotype

    PKC Management Consulting

    $1,000+
    < $25 / hr
    50 - 249
    Chennai, India

    Ability to deliver

    25/40.0
    16.8/20 Reviews
    2.1/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    15% Mortgage & Loan Brokerage
    90% Other
    View Profile Visit Website
  8. Braj Aggarwal, CPA, P.C. Logotype

    Braj Aggarwal, CPA, P.C.

    Undisclosed
    Undisclosed
    10 - 49
    Jackson Heights, NY

    Ability to deliver

    21.6/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    60% Mortgage & Loan Brokerage
    90% Other
    View Profile Visit Website
  9. Diener & Associates Logotype

    Diener & Associates

    $1,000+
    $150 - $199 / hr
    10 - 49

    Ability to deliver

    23.7/40.0
    18.4/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    20% Mortgage & Loan Brokerage
    80% Other
    View Profile Visit Website
  10. ADYZER Logotype

    ADYZER

    Undisclosed
    < $25 / hr
    10 - 49
    Mississauga, Canada

    Ability to deliver

    21.1/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    40% Mortgage & Loan Brokerage
    80% Other
    View Profile Visit Website
  11. Stratton Equities Logotype

    Stratton Equities

    $100,000+
    Undisclosed
    10 - 49
    Montville, NJ

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Mortgage & Loan Brokerage
    50% Other
    View Profile Visit Website
  12. Livvity Logotype

    Livvity

    $1,000+
    $100 - $149 / hr
    10 - 49
    Al Batayih, United Arab Emirates

    Ability to deliver

    21/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    15% Mortgage & Loan Brokerage
    60% Other
    View Profile Visit Website
  13. BBNC Logotype

    BBNC

    $1,000+
    $25 - $49 / hr
    10 - 49
    Bengaluru, India

    Ability to deliver

    23.4/40.0
    15.8/20 Reviews
    3/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    20% Mortgage & Loan Brokerage
    90% Other
    View Profile Visit Website
  14. PND50 Co., Ltd. Logotype

    PND50 Co., Ltd.

    $1,000+
    $300+ / hr
    2 - 9
    Bangkok, Thailand

    Ability to deliver

    21/40.0
    17/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    30% Mortgage & Loan Brokerage
    75% Other
    View Profile Visit Website
  15. House of Bookkeepers Logotype

    House of Bookkeepers

    $1,000+
    $25 - $49 / hr
    10 - 49
    Dhaka, Bangladesh

    Ability to deliver

    21.2/40.0
    16.6/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    25% Mortgage & Loan Brokerage
    80% Other
    View Profile Visit Website
  16. Finanezy Business Solutions Logotype

    Finanezy Business Solutions

    Undisclosed
    < $25 / hr
    2 - 9

    Ability to deliver

    20.9/40.0
    16.2/20 Reviews
    0.7/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    35% Mortgage & Loan Brokerage
    80% Other
    View Profile Visit Website
  17. Biel Investment Capital Logotype

    Biel Investment Capital

    $10,000+
    $100 - $149 / hr
    2 - 9

    Ability to deliver

    20.9/40.0
    16.2/20 Reviews
    0.7/10 Clients & Experience
    4/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    20% Mortgage & Loan Brokerage
    70% Other
    View Profile Visit Website
  18. USP House Logotype

    USP House

    $1,000+
    $50 - $99 / hr
    10 - 49
    Noida, India

    Ability to deliver

    19.5/40.0
    11.4/20 Reviews
    4.1/10 Clients & Experience
    4/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    30% Mortgage & Loan Brokerage
    85% Other
    View Profile Visit Website
  19. Asesora Logotype

    Asesora

    Undisclosed
    Undisclosed
    250 - 999
    Dubai, United Arab Emirates

    Ability to deliver

    20.4/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    10% Mortgage & Loan Brokerage
    90% Other
    View Profile Visit Website
  20. Cardem Consulting Logotype

    Cardem Consulting

    $1,000+
    $50 - $99 / hr
    2 - 9
    Barranquilla, Colombia

    Ability to deliver

    21.7/40.0
    16.2/20 Reviews
    1.4/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    15% Mortgage & Loan Brokerage
    90% Other
    View Profile Visit Website
  21. PropertyGuru Finance Logotype

    PropertyGuru Finance

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Kuala Lumpur, Malaysia

    Ability to deliver

    9.8/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    8/10 Market Presence

    Service focus

    45% Financial Advising & Planning
    100% Mortgage & Loan Brokerage
    55% Other
    View Profile Visit Website
  22. The Wise CPAS Logotype

    The Wise CPAS

    Undisclosed
    < $25 / hr
    10 - 49

    Ability to deliver

    19.5/40.0
    14.6/20 Reviews
    0.9/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    20% Mortgage & Loan Brokerage
    90% Other
    View Profile Visit Website
  23. LeaseAccelerator Logotype

    LeaseAccelerator

    Undisclosed
    Undisclosed
    50 - 249
    Reston, VA

    Ability to deliver

    9.4/40.0
    0/20 Reviews
    2.4/10 Clients & Experience
    7/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Mortgage & Loan Brokerage
    50% Other
    View Profile Visit Website
  24. PropertyGuru Singapore Logotype

    PropertyGuru Singapore

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Singapore, Singapore

    Ability to deliver

    7.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    7.2/10 Market Presence

    Service focus

    45% Financial Advising & Planning
    100% Mortgage & Loan Brokerage
    55% Other
    View Profile Visit Website
  25. IRIS Business Services Ltd Logotype

    IRIS Business Services Ltd

    Undisclosed
    Undisclosed
    250 - 999
    Navi Mumbai, India

    Ability to deliver

    9.8/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    7.7/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Mortgage & Loan Brokerage
    View Profile Visit Website
  26. Opportunity Bank of Montana Logotype

    Opportunity Bank of Montana

    Undisclosed
    Undisclosed
    50 - 249
    Bozeman, MT

    Ability to deliver

    5.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.9/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Mortgage & Loan Brokerage
    50% Other
    View Profile Visit Website
  27. Ocean Finance Logotype

    Ocean Finance

    Undisclosed
    Undisclosed
    50 - 249
    Stretford, England

    Ability to deliver

    5.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.9/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Mortgage & Loan Brokerage
    50% Other
    View Profile Visit Website
  28. 10Propertiesin10years Logotype

    10Propertiesin10years

    $10,000+
    $25 - $49 / hr
    250 - 999

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Mortgage & Loan Brokerage
    50% Other
    View Profile Visit Website
  29. Sunlite Mortgage Logotype

    Sunlite Mortgage

    Undisclosed
    Undisclosed
    250 - 999
    Toronto, Canada

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    100% Mortgage & Loan Brokerage
    View Profile Visit Website
  30. SK Finance Limited Logotype

    SK Finance Limited

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Jaipur, India

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    100% Mortgage & Loan Brokerage
    View Profile Visit Website

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