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Top Financial Planning Firms

Ratings Updated: April 1, 2026
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15 Leaders 15 Contenders

3,486 Companies

List of the Best Strategic Financial Planning Firms

  • VantagePoint Benefit Administrators Logotype

    5.0 1 review
    $5,000+
    $200 - $300 / hr
    10 - 49
    Lynbrook, NY

    Services provided

    10% Financial Advising & Planning
    50% Insurance Services & Brokers
    14% HR Outsourcing +2 services
    13% HR Consulting
    13% PEO/Employee Leasing

    VantagePoint Benefit Administrators is an HR and benefits management company that provides comprehensive services such as payroll management, compliance training, and employee liability advice. According to reviews, 100% of feedback highlights their expertise, with particular emphasis on their leadership and process-oriented team. While highly praised, one suggestion for improvement involves enhancing real-time communication options.

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    Industry Experience

    VantagePoint Benefit Administrators has received positive feedback primarily from the software industry, where they excel in HR and benefits management, compliance, and employee training. Clients commend their holistic understanding of HR, organizational efficiency, and leadership quality, highlighting their expertise in handling complex HR landscapes. Overall sentiment is highly favorable, suggesting that companies within the software sector looking for comprehensive HR solutions would find VantagePoint a suitable partner.

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    Software

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients commend VantagePoint Benefit Administrators for their exceptional value and expertise in HR management. One CEO noted a significant investment exceeding $100,000 since 2008, emphasizing the quality of advice and training received. The company's leadership is recognized as top-notch, with a strong understanding of employer-employee dynamics. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, as clients feel they receive superior service and insights for their investment.
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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 services
    10% Corporate Law
    10% Intellectual Property Law
    10% Labor & Employment Law

    BBNC is a comprehensive accounting and compliance firm offering services such as tax registration, bookkeeping, legal consulting, and compliance management. Feedback from reviews indicates high satisfaction with their professional expertise, responsiveness, and cost transparency, with 100% of clients commending their timely and efficient service delivery. BBNC is consistently praised as a knowledgeable and reliable partner, providing seamless multi-service solutions under one roof.

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    Reviews mention Knowledgeable

    BBNC has received consistently positive feedback regarding their expertise and knowledge in accounting and tax matters. Clients highlighted their ability to quickly understand complex issues and provide effective solutions, as noted by one client who praised their taxation expertise for resolving a significant tax demand within two weeks. Another client emphasized the team's experience and responsiveness, stating their knowledge was impressive. Overall, clients expressed satisfaction with BBNC's knowledgeable approach, leading to successful outcomes and timely service.
    • B2C Accounting Services for Freelance Senior Accountant
      5.0 Jul 14, 2021

      Their experience and knowledge on the subject, especially on the provisions of the tax, were noteworthy.

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    • Accounting & Compliance Services for IT Company
      5.0 Jul 13, 2021

      The allocated team was experienced and knowledgeable, consistently providing reports on a timely basis.

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    • Bookkeeping & Accounting for Financial Services Company
      4.5 May 10, 2021

      Their responsiveness and knowledge of the subject matter were impressive.

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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

    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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  • Clarity Tax Group & CPA's Logotype

    Clarity Tax Group & CPA's

    5.0 3 reviews
    Undisclosed
    Undisclosed
    10 - 49

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Business Consulting +1 service
    25% Financial Consulting

    Clarity Tax Group & CPA's is a professional accounting firm specializing in bookkeeping, payroll, and tax services. Reviewers consistently praise their punctuality, responsiveness, and accurate financial reporting. Notably, 100% of the feedback is positive, highlighting their exceptional service and reliability without any reported areas for improvement.

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    2 of 2 reviews are 5 stars
    Less than $10,000 avg. project cost

    Reviewed 2 times in the past 6 months

    Recent reviews for Clarity Tax Group & CPA's reflect a strong overall sentiment, highlighting their professionalism and responsiveness. Clients appreciated timely payroll services and accurate financial reporting, with one stating, 'Clarity always is quick to answer questions.' Another client noted, 'Taxes are simple and correctly paid.' Overall, the feedback indicates satisfaction with their bookkeeping and tax services, with no reported areas for improvement.
    Read 2 Recent Reviews

    Industry Experience

    Clarity Tax Group & CPA's has garnered positive feedback across various industries, including IT Services and Construction. Clients commend their responsiveness, professionalism, and ability to maintain accurate bookkeeping and payroll services. In the IT sector, they effectively managed tax and bookkeeping needs, while in Construction, they provided timely financial reports and simplified tax processes. Overall, their strengths lie in delivering reliable financial management solutions, making them a suitable choice for businesses in these sectors.

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    Construction

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients commend Clarity Tax Group & CPA's for their competitive pricing and value, noting that their services fit within budget constraints. One client highlighted that the firm was selected due to its high ratings and affordability, while another emphasized the simplicity and effectiveness of their bookkeeping and payroll services. Overall, the feedback indicates a strong sentiment of satisfaction regarding cost-effectiveness and the quality of service provided.
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  • Cypher Logotype

    Cypher

    5.0 2 reviews
    $1,000+
    $100 - $149 / hr
    2 - 9

    Services provided

    25% Financial Advising & Planning
    50% Finance & Accounting Outsourcing (FAO)
    25% Accounting

    Cypher is a financial services company specializing in comprehensive bookkeeping and financial preparation. They are praised for their dynamic reporting and seamless integration with existing accounting processes. Feedback is overwhelmingly positive, with 100% of reviewers highlighting their timely deliverables and efficient communication, particularly through the use of modern communication tools like Slack.

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    Industry Experience

    Cypher has demonstrated strong expertise in the Arts, Entertainment & Music industry, particularly in financial management and bookkeeping for educational institutions. Clients appreciate their timely communication, effective use of technology, and tailored financial solutions. Overall sentiment is positive, highlighting Cypher's ability to enhance operational efficiency and provide reliable support. This makes them a suitable partner for organizations seeking robust financial management in the arts sector.

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    Arts, entertainment & music

    Average Project Cost Breakdown

    What Clients Have Said

    Clients express satisfaction with Cypher's pricing relative to the value delivered, noting that their bookkeeping and reporting services significantly improved operational efficiency. One client highlighted that the financial reports were readily available for various stakeholders, underscoring the value for money. Overall, the sentiment reflects that Cypher provides high-quality service at a reasonable cost, with timely deliverables and responsive communication enhancing the perceived value.
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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 services
    10% Business Consulting
    10% Financial Consulting

    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 received positive feedback primarily in the Advertising & Marketing industry, where they provided valuable investment advisory, financial accounting, and merger and acquisition services. Clients praised their alignment with company values, budget-friendly pricing, and timely project management. Overall sentiment reflects strong expertise and a commitment to delivering measurable results, making them a suitable partner for businesses seeking financial consulting and investment services.

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    Advertising & marketing

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients have expressed positive sentiments regarding Biel Investment Capital's pricing and value for money. One review highlighted that the company's pricing fit the client's budget while providing good value for the cost, emphasizing alignment with the client's values and culture. Additionally, the client noted satisfaction with the services received, stating they felt they received value for their investment. Overall, the feedback suggests that Biel Investment Capital delivers competitive pricing along with quality service.
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  • Capital Recovery Corporation Logotype

    4.5 1 review
    Undisclosed
    Undisclosed
    50 - 249
    Alpharetta, GA

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Call Center Services +2 services
    20% Commercial Financing
    20% Insurance Services & Brokers

    Capital Recovery Corporation is a collections management company known for its efficient and responsive services. The reviews highlight their excellent project management and local presence, which fosters strong client relationships. Overall, 100% of the feedback is positive, emphasizing their knowledge, quick communication, and effective client portal, although a minor suggestion for further website improvement was noted.

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    Industry Experience

    Capital Recovery Corporation has demonstrated strong expertise in the financial services sector, particularly in collections management. Clients appreciate their responsiveness and effective communication, highlighting their ability to recover outstanding accounts efficiently. Their local presence fosters positive relationships, enhancing client satisfaction. Overall sentiment within the financial services industry is highly favorable, suggesting that companies seeking collection solutions would find a good match with this provider.

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    Financial services

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients generally perceive Capital Recovery Corporation as offering good value for money, particularly due to their contingency-based fee structure, which means they only charge when collections are successful. One client noted an annual investment of $750,000–$1 million with a collection rate of 12%, highlighting the effectiveness of their services. Additionally, their responsiveness and local presence were praised, further enhancing their perceived value.
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  • Swift Audit & Advisory Logotype

    5.0 1 review
    $5,000+
    $200 - $300 / hr
    10 - 49
    Dubai, United Arab Emirates

    Services provided

    25% Financial Advising & Planning
    60% Accounting
    15% Financial Consulting

    Swift Audit & Advisory is a professional firm specializing in accounting, audit, and consultancy services. Reviews indicate a high level of client satisfaction, with 100% of feedback being positive, highlighting effective project management, timely delivery, and quality service. Notably, 100% mention the firm's ability to enhance compliance and operational efficiency.

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    Industry Experience

    Swift Audit & Advisory has demonstrated significant expertise in the Education sector, particularly in accounting and audit services. Clients have reported a 100% compliance rate with financial regulations and improved operational efficiency, showcasing the firm's strengths in timely reporting and cost management. Overall sentiment within this industry highlights their reliability and high communication standards, making them a strong candidate for educational institutions seeking comprehensive financial consultancy.

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    Education

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have expressed satisfaction with Swift Audit & Advisory's pricing, noting it fits their budgets while providing good value for the cost. One CEO highlighted that the company's services led to a 20% reduction in operational expenses, emphasizing the effective cost-saving measures implemented. Overall, the sentiment reflects that clients perceive the company as delivering strong value relative to its pricing.
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  • SALUS Capital | Strategy Logotype

    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 services
    15% Fractional CFO Services
    10% Business Consulting
    10% Commercial Financing
    10% Funding & Investment
    10% Market Research

    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 Exceeds expectations

    SALUS Capital | Strategy has consistently exceeded client expectations, as highlighted by a master franchisor's feedback. They demonstrated outstanding project management, delivering quality work on time and providing insightful responses to client needs. The meticulous attention to detail and the ability to grasp complex requirements were particularly praised. Their collaborative approach and superior results have solidified their reputation as a valuable partner, although there is potential for improvement in digital tools for project tracking.
    • Market Research for Retail Company
      4.5 Nov 14, 2023

      Their team's response to our needs was not only timely but also insightful, demonstrating a deep understanding of our objectives. The attention to detail and the seamless execution of their work were particularly impressive. Their proactive communication ensured that we were always informed and confident in the progress of our project. The uniqueness of this company lies in its fusion of expertise, customer care, and the consistent delivery of superior results that exceed expectations.

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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 demonstrates notable expertise across various industries, including healthcare, advertising & marketing, and information technology. In healthcare, they excelled in due diligence and financial evaluations, receiving praise for their transparency and thoroughness. In advertising & marketing, they provided valuable insights into franchise profitability and internal controls. Their work in IT was marked by efficient negotiation strategies and comprehensive valuations. Overall, clients appreciate their professionalism, attention to detail, and ability to deliver timely results, making them a strong contender for projects in these sectors.

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    Healthcare Advertising & marketing Information technology

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients of SALUS Capital | Strategy consistently highlight the company's strong value for money and competitive pricing. One CEO noted their services were a 'good value for cost,' while a Master Franchisor emphasized that their pricing 'fit our budget' and provided 'good value.' Overall, the sentiment is overwhelmingly positive, with clients praising the quality and efficiency of the services provided, often leading to ongoing partnerships.
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  • CFO Ventures Logotype

    5.0 3 reviews
    $1,000+
    $100 - $149 / hr
    2 - 9
    Dubai, United Arab Emirates

    Services provided

    20% Financial Advising & Planning
    20% Business Consulting
    20% Financial Consulting +2 services
    20% Fractional CFO Services
    20% Funding & Investment

    CFO Ventures is a Financial Advising and Planning firm specializing in offering tailored financial services such as financial planning, advisory financial services, and strategic cash-flow management. They have received overwhelmingly positive feedback, with 100% of reviewers highlighting their effective collaboration, impressive project management, and ability to align financial objectives with company goals.

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    2 of 2 reviews are 5 stars
    1 new review for Financial Advising & Planning services
    Unknown avg. project cost

    Reviewed 2 times in the past 6 months

    Recent reviews of CFO Ventures highlight a strong overall sentiment, emphasizing effective collaboration and timely project delivery. Clients from diverse sectors, including e-commerce and art, praised their strategic financial models and operational efficiency improvements. Noteworthy feedback includes successful outcomes like stress-tested financial scenarios and comprehensive KPI dashboards. Clients appreciated the company's alignment with their values and noted no areas for improvement, indicating a high level of satisfaction with CFO Ventures' services.
    Read 2 Recent Reviews

    Industry Experience

    CFO Ventures has demonstrated expertise across the Arts, Engineering, and E-commerce industries, receiving positive feedback for their strategic financial planning, operational efficiency, and the implementation of management control systems. Clients noted their ability to create tailored financial models, enhance cash-flow management, and deliver timely insights, resulting in improved financial visibility and decision-making. Overall sentiment is highly favorable, indicating that CFO Ventures is a strong fit for organizations seeking financial optimization in these sectors.

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    Arts, entertainment & music eCommerce

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    Saudi Arabia (1) United Arab Emirates (1) Yemen (1)
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  • Alexander Accountants, CPAs Logotype

    Alexander Accountants, CPAs

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Commercial Financing +1 service
    20% Financial Consulting

    Alexander Accountants, CPAs is a consulting company specializing in structuring businesses for optimal tax savings. With 100% positive feedback, clients commend their timely delivery, accuracy, and clear communication. Their expertise has resulted in significant tax savings, with one client noting a $15,000 reduction compared to an LLC setup.

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    1 of 1 reviews is 5 stars
    Less than $10,000 avg. project cost

    Reviewed 1 time in the past 6 months

    In recent reviews, clients have praised Alexander Accountants, CPAs for their expertise in structuring businesses for tax savings and providing reliable consulting services. One client noted a significant $15,000 tax saving due to their guidance. The firm is commended for timely delivery, clear communication, and a good cultural fit. Overall, the sentiment is overwhelmingly positive, with no areas for improvement mentioned by clients in the last six months.
    Read 1 Recent Review

    Industry Experience

    Alexander Accountants, CPAs has demonstrated substantial expertise in the Advertising & Marketing industry, particularly in structuring companies for tax efficiency. Clients appreciate their timely delivery, clear communication, and extensive knowledge, leading to significant tax savings, such as a reported $15,000. The overall sentiment is highly positive, suggesting they are well-suited for businesses in need of financial consulting and tax strategy, especially those aligned with their culture and values.

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    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have praised Alexander Accountants, CPAs for offering good value for the cost of their services. One client noted that they spent less than $10,000 and achieved $15,000 in tax savings, highlighting a significant return on investment. Overall sentiment reflects satisfaction with the company's pricing structure and the quality of services received, with no noted areas for improvement.
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  • DNA GROWTH Logotype

    4.8 4 reviews
    $1,000+
    $50 - $99 / hr
    50 - 249
    Dartmouth, Canada

    Services provided

    10% Financial Advising & Planning
    25% Fractional CFO Services
    20% Business Consulting +5 services
    10% Accounting
    10% BI & Big Data Consulting & SI
    10% Finance & Accounting Outsourcing (FAO)
    10% Financial Consulting
    5% Business Valuation Services

    DNA GROWTH is a financial advising and planning company that excels in financial reporting and modeling. Their reviews highlight their strong communication skills, timely delivery, and high-quality outputs. With 100% positive feedback, clients consistently praise DNA GROWTH for being a reliable and effective partner in corporate financial planning and advisement.

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    Reviews mention Professional

    Clients have consistently praised DNA GROWTH for their professionalism and responsiveness. One executive highlighted their impressive communication and timely project management, stating, "I was impressed with their responsiveness and professionalism." Additionally, the client noted excellent customer feedback and great post-sale service, further reinforcing the positive sentiment regarding their professional approach. Overall, the sentiment surrounding professionalism is highly favorable.
    • Business Plan Development for Children’s Wellbeing Company
      4.5 Mar 7, 2024

      I was impressed with their responsiveness and professionalism. Their project management was effective as they were very responsive to needs. Excellent customer feedback and great post-sale service from DNA demonstrates their commitment to professionalism.

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    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients generally perceive DNA GROWTH as offering good value for their pricing. Multiple reviews highlighted that their pricing fit within budgets and provided quality work at reasonable costs. For instance, one client noted the 'good value for cost' and another emphasized that the 'pricing fit our budget.' Overall sentiment reflects satisfaction with the balance of cost and quality, making them a competitive choice for various business needs.
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    More responsive than most other service providers

    DNA GROWTH 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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  • PND50 Co., Ltd. Logotype

    5.0 4 reviews
    $1,000+
    $300+ / hr
    2 - 9
    Bangkok, Thailand

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Commercial Financing

    PND50 Co., Ltd. is a financial advisory firm specializing in investor relations, M&A, and comprehensive financial management. The company consistently receives positive feedback, with clients praising their timely delivery, innovative solutions, and in-depth understanding of client needs. Notably, 100% of reviewers highlighted their effective communication and alignment with company values, contributing to successful financial outcomes.

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    2 of 2 reviews are 5 stars
    Less than $10,000 avg. project cost

    Reviewed 2 times in the past 6 months

    Recent client feedback for PND50 Co., Ltd. reflects a positive sentiment, highlighting their effective communication and project management skills. One client noted their assistance in closing a $3 million Series A funding round, emphasizing their proactive approach and timely document delivery. Another client praised their ability to identify investor prospects and provide tailored financial models. Both reviews commend the company's cultural alignment and value for cost, with no significant areas for improvement mentioned.
    Read 2 Recent Reviews

    Industry Experience

    PND50 Co., Ltd. has demonstrated strong expertise in the Retail and entrepreneurial sectors. In Retail, they successfully supported ALOHAS in securing $3 million in Series A funding through meticulous financial management. Their work in the entrepreneurial ecosystem for TagPlus showcased their proficiency in M&A and financial advisory, leading to favorable company valuations and investor connections. Overall, feedback reflects a high level of satisfaction with their communication, project management, and cultural alignment, indicating a good fit for clients in both industries.

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    Other industries

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients consistently highlight PND50 Co., Ltd.'s competitive pricing and strong value for money. One client noted, 'Pricing fit our budget' and emphasized a 'good value for cost,' while another appreciated their 'great culture fit' and alignment of company values. Overall, feedback indicates satisfaction with the financial services provided, particularly in terms of cost-effectiveness and the quality of deliverables, contributing to successful project outcomes.
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  • Xcellency Accounting Outsourcing Company Logotype

    Xcellency Accounting Outsourcing Company

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2 services
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Consulting

    Xcellency Accounting Outsourcing Company specializes in SEO optimization strategies and social media marketing. The feedback is overwhelmingly positive, with 100% of the reviewers highlighting the company's exceptional service, timely delivery, and strong work ethic. Clients commend their willingness to assist and align with business values, demonstrating an impressive understanding of project needs.

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    Industry Experience

    Xcellency Accounting Outsourcing Company has demonstrated expertise in the Beauty & Cosmetics industry, particularly in SEO optimization and social media marketing. Clients appreciate their commitment to helping businesses grow, timely delivery, and responsive communication. Overall sentiment is highly positive, highlighting the company's strong work ethic and willingness to assist. Organizations in similar sectors seeking reliable and supportive accounting and marketing services would find this provider to be a suitable match.

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    Beauty & Cosmetics

    Average Project Cost Breakdown

    What Clients Have Said

    Clients consistently express satisfaction with Xcellency Accounting Outsourcing Company's pricing and perceived value. One review highlighted the company's excellent service with timely delivery and responsiveness, stating, "Absolutely amazing... Rare to find such great service with such lovely people." Another client noted that the company's values aligned with theirs, emphasizing a strong partnership. Overall, the sentiment reflects a belief that the cost is justified by the high-quality service and supportive approach provided.
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  • The CPA Group Logotype

    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 services
    20% Finance & Accounting Outsourcing (FAO)
    20% Fractional CFO Services

    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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    Reviews mention Personable

    Clients have consistently praised The CPA Group for their personable approach and deep understanding of financial needs. One client highlighted their 'personalized approach and proactive solutions,' which fostered trust and reliability. The team's excellent communication and responsiveness to client needs have further strengthened partnerships, with feedback indicating that they have 'consistently exceeded expectations' in delivering tailored services. Overall sentiment reflects high satisfaction with their commitment to client relationships.
    • Accounting Services for IT Company
      5.0 Nov 19, 2024

      What impressed us most about The CPA Group was their personalized approach and deep understanding of our financial needs. Their proactive solutions and clear communication set them apart, making them a trusted partner for our business. The CPA Group’s project management has been excellent.

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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

    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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  • Orbit Accountants Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2 services
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Consulting

    Orbit Accountants is a financial advising and planning firm offering services such as strategic financial planning, cash flow management, and tax advisory. With 100% positive reviews, clients praise their deep industry expertise, personalized approach, and exceptional project management, resulting in improved cash flow, successful fundraising, and significant cost savings. Reviewers frequently highlight the firm's ability to tailor financial strategies to specific business needs.

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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
    $50,000 – $199,999 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Fractional CFO & Financial Consulting for Payment Platform

    5.0 — Orbit Accountants provides accounting and fractional CFO services for a payment platform. The team is responsible for developing a financial strategy, managing cash flow, and providing tax advisory Read more
    Read 1 Review

    Industry Experience

    Orbit Accountants has received positive feedback primarily from the financial services industry. Clients commend their expertise in strategic financial planning, cash flow management, and fundraising support, reporting improved cash flow by ~25% and successful fundraising efforts. Their proactive project management and tailored approach enhance client relations and streamline financial operations. Given their strengths in financial advisory and compliance, Orbit Accountants is well-suited for businesses seeking robust financial management solutions in the financial services sector.

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    Select Industry to see insights

    Financial services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have consistently praised Orbit Accountants for their competitive pricing and strong value for money. One client noted that their pricing fit within budget and highlighted the good value received for the cost. Additionally, the optimization of financial processes led to a 10% reduction in operational costs, further demonstrating their cost-effectiveness. Overall, the sentiment reflects satisfaction with the financial services provided, emphasizing both affordability and quality.
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  • Rahat Aggarwal & Company Logotype

    Rahat Aggarwal & Company

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9

    Services provided

    10% Financial Advising & Planning
    20% Accounting
    10% Business Valuation Services +6 services
    10% Commercial Financing
    10% Digital Asset Management
    10% Finance & Accounting Outsourcing (FAO)
    10% Financial Consulting
    10% Funding & Investment
    10% Insurance Services & Brokers

    Rahat Aggarwal & Company is a firm specializing in accounting and bookkeeping services, with a focus on Financial Advising and Planning. Clients consistently praise their efficient service delivery and budget-conscious approach, with 100% of reviews highlighting their timeliness and affordability. Their ability to align with client values and deliver hassle-free services is frequently commended.

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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

    Accounting Services for Retail Jewelry Store

    5.0 — Rahat Aggarwal & Company provided accounting and bookkeeping services for a jewelry retailer. The team also filed the client's income tax return and audited their finances. Read more
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    Industry Experience

    The provider has demonstrated expertise in the retail industry, particularly in accounting and bookkeeping for jewelry businesses. Clients highlight their strong communication, timely project delivery, and budget-friendly pricing as significant strengths. The overall sentiment is highly positive, indicating a reliable fit for retail-focused clients seeking efficient financial management solutions.

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    Average Project Cost Breakdown

    What Clients Have Said

    Clients commend Rahat Aggarwal & Company for their competitive pricing and ability to align services with budget constraints. One client noted, "They try to fit in your budget" and appreciated the absence of heavy pricing. Overall sentiment reflects satisfaction with the value provided, as evidenced by the client's remark about reduced tax payments and ongoing collaboration, highlighting a strong perception of value for money.
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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

    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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  • Liv Data LLC Logotype

    5.0 2 reviews
    $25,000+
    $300+ / hr
    2 - 9
    New York, NY

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Finance & Accounting Outsourcing (FAO) +2 services
    20% Financial Consulting
    20% Fractional CFO Services

    Liv Data LLC is a firm specializing in Financial Advising and Planning, with a strong emphasis on leveraging AI in finance operations. Reviewers praise their expertise in financial workflows and problem-solving, with 100% expressing satisfaction and no areas for improvement noted. Their consulting approach is highly regarded, contributing to effective product development and market strategies.

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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

    AI Consulting for Finance Automation Platform

    5.0 — Liv Data LLC provides AI consulting services for a finance automation company. The team has helped the client build AI agents for finance automation and develop a go-to-market strategy. Read more
    Read 1 Review

    Industry Experience

    Liv Data LLC has garnered positive feedback in the Financial Services and Information Technology sectors. In Financial Services, they excelled in providing tailored CFO support that improved operational efficiency and profitability. Their expertise was particularly valued for compliance and risk management. In Information Technology, they effectively guided AI product development for finance automation, enhancing operational workflows and go-to-market strategies. Overall, their strengths lie in strategic financial analysis and technology consulting, making them an excellent fit for clients in both industries.

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    Information technology Financial services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients consistently express satisfaction with Liv Data LLC's pricing, noting it offers good value for the cost. A CEO highlighted their selection due to 'good value for cost' and 'high ratings.' Another client emphasized the significant operational improvements achieved through their services, directly impacting gross margins and EBITDA. Overall, feedback reflects a positive sentiment regarding the company's ability to deliver results that justify their pricing.
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  • Accountsly Logotype

    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 service
    15% Fractional CFO Services

    Accountsly is a proficient Financial Advising and Planning company offering comprehensive accounting, tax compliance, and advisory services. With a 100% positive feedback rate, clients commend their expertise in financial reporting, proactive management, and e-commerce accounting. Approximately 67% highlight their timely, accurate delivery and a value-driven approach, contributing to enhanced financial control and growth.

    See all 5 projects
    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
    Read 3 Reviews

    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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  • Tottax Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    Freelancer
    Denver, CO

    Services provided

    25% Financial Advising & Planning
    40% Accounting
    15% Financial Consulting +2 services
    10% Business Consulting
    10% Commercial Financing

    Tottax is a financial services firm specializing in tax planning, bookkeeping, and business tax services. The reviews highlight their timely and precise project management, with 100% positive feedback emphasizing the quality of work and effective communication. Clients appreciate their comprehensive handling of complex tax procedures, resulting in significant cost savings and improved financial outcomes.

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    Industry Experience

    Tottax has demonstrated expertise in the Advertising & Marketing industry, particularly in providing comprehensive tax planning, bookkeeping, and tax filing services. Clients have reported significant improvements in financial management and profitability after partnering with Tottax. The overall sentiment is highly positive, with clients appreciating the quality of work, timely delivery, and effective communication. This indicates that Tottax is well-suited for businesses seeking reliable financial services in the digital marketing sector.

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    Advertising & marketing

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have expressed strong satisfaction with Tottax’s value for money, noting significant improvements in their financial situations after engaging the company. One client highlighted substantial savings and increased earnings due to Tottax's comprehensive tax services. They appreciated the thoroughness of work and timely delivery, emphasizing that the cost was justified by the quality and results achieved. Overall, the sentiment is positive, with clients feeling they received excellent value relative to their investment.
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  • Acceptare Technology Private Limited Logotype

    Acceptare Technology Private Limited

    5.0 1 review
    Undisclosed
    $25 - $49 / hr
    10 - 49

    Services provided

    20% Financial Advising & Planning
    50% Custom Software Development
    20% Mobile App Development +1 service
    10% IT Strategy Consulting

    Acceptare Technology Private Limited is a website development company that provides comprehensive front-end and back-end integration services. The company received positive feedback for meeting project milestones on time and delivering thorough documentation, with 100% of reviewers mentioning timely completion and quality deliverables. One area for improvement is detailing post-launch support strategies.

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    Industry Experience

    Acceptare Technology Private Limited has demonstrated solid expertise in the financial services industry, specifically in website development. Clients praise their timely delivery, comprehensive project documentation, and effective project management. The company's strengths lie in creating responsive front-end solutions integrated with back-end systems, ensuring functional requirements are met. Overall sentiment is positive, indicating strong capabilities in project execution and client support, making them a suitable partner for financial services projects and potentially others requiring similar technical expertise.

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    Financial services

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have praised Acceptare Technology Private Limited for their competitive pricing, which fit within budget constraints, while delivering high-quality website development services. Positive feedback highlighted that project milestones were met on schedule, and the overall value for money was deemed satisfactory. One client specifically noted the impressive documentation and knowledge transfer provided, further enhancing the perceived value of the service received.
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  • Sage Finance Logotype

    5.0 2 reviews
    Undisclosed
    $50 - $99 / hr
    50 - 249
    San Francisco, CA

    Services provided

    20% Financial Advising & Planning
    30% Accounting
    30% Finance & Accounting Outsourcing (FAO) +1 service
    20% Financial Consulting

    Sage Finance is an accounting and financial advisory firm that provides comprehensive services, including bookkeeping, tax preparation, payroll processing, and financial reporting. Their reviews indicate strong client satisfaction, with 100% positive feedback highlighting their exceptional support, efficiency, and proactive approach in optimizing tax strategies and financial management. Clients particularly appreciate their timeliness and responsiveness in meeting compliance deadlines and addressing business needs.

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    Industry Experience

    Sage Finance has received positive feedback primarily from the IT Services industry, particularly focusing on digital marketing and IT support for restaurants and SMBs. Clients praised their expertise in accounting, tax preparation, and payroll processing, noting improved financial accuracy and timely compliance. Their strengths lie in delivering efficient financial operations, proactive communication, and valuable insights. Overall, the sentiment is highly favorable, making them a strong fit for companies seeking reliable financial services in the IT and digital marketing sectors.

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    IT Services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have noted that Sage Finance offers competitive pricing, making their services budget-friendly. One client specifically mentioned that the pricing fit their budget, which contributed to their decision to hire the company. Overall, the sentiment is positive, with clients appreciating the value for money in terms of comprehensive accounting services and proactive support, resulting in improved financial accuracy and timely compliance.
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  • Univest Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    250 - 999
    Souderton, PA

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Insurance Services & Brokers

    Univest is a financial services company specializing in complex real estate financing solutions, particularly for neighborhood improvement zones. Reviews highlight their exceptional project management, with 100% of clients noting their punctuality and responsiveness, even during holidays. Clients are impressed by their deep industry knowledge and commitment, with no negative feedback reported.

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    Industry Experience

    Univest demonstrates significant expertise in the real estate sector, particularly in handling complex financing solutions like neighborhood improvement zone-specific lending. Clients appreciate their responsiveness, project management efficiency, and in-depth industry knowledge. Overall sentiment from reviews indicates a strong satisfaction level, highlighting Univest's strengths in communication and meeting deadlines, making them a suitable choice for real estate projects.

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    Real estate

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients generally perceive Univest's services as offering strong value for money, particularly through their commitment to customer support and timely project management. One client noted their availability even during holidays and praised their expertise in complex financing requirements. The overall sentiment reflects satisfaction with the pricing relative to the quality of service provided, with no significant complaints regarding costs or value.
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  • Riverview Bank Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    250 - 999
    Harrisburg, PA

    Services provided

    80% Financial Advising & Planning
    20% Commercial Financing

    Riverview Bank is a small community bank specializing in financing solutions, as evidenced by their successful provision of a $2.5 million loan for property acquisition and rehabilitation. Reviews highlight their timely project management and transparent communication, with 100% positive feedback and no areas for improvement mentioned by clients.

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    Industry Experience

    Riverview Bank has demonstrated strong expertise in the IT Services sector, notably in financing projects such as office building acquisitions and rehabilitations. Feedback highlights their timely service, transparency, and effective communication throughout the funding process. Clients express high satisfaction, particularly during challenging circumstances like the COVID-19 pandemic. Overall sentiment in the IT Services industry is positive, positioning Riverview Bank as a reliable partner for similar projects.

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    IT Services

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients have expressed positive sentiments regarding Riverview Bank's cost and value for money, particularly highlighting their ability to provide substantial loans, such as a $2.5 million financing for an office building. Feedback indicates that the bank's services are timely, transparent, and tailored to client needs, particularly during challenging times like the COVID-19 pandemic. Clients appreciate the upfront and knowledgeable approach of the bank, which enhances their overall value perception.
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  • JTC Group Logotype

    JTC Group

    5.0 1 review
    Undisclosed
    Undisclosed
    1,000 - 9,999

    Services provided

    25% Financial Advising & Planning
    50% Business Consulting
    25% Corporate Law

    JTC Group is a corporate services provider specializing in facilitating business operations in Switzerland, offering services such as company setup, business structuring, and acting as company directors. Overall, the feedback is overwhelmingly positive, with clients praising their project management and advisory capabilities, noting them as fundamental to business success. The reviews highlight their excellent quality and trusted advisory role, with no negative feedback reported.

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    Industry Experience

    JTC Group has demonstrated expertise primarily in the financial services and fintech sectors, providing comprehensive corporate services including entity setup and management. Clients have praised their project management skills, timely communication, and ability to stay on budget. Overall sentiment is highly positive, with feedback highlighting their role as trusted advisors essential to business establishment and structuring. Potential clients in the financial services industry can expect strong support and strategic guidance from JTC Group.

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    Financial services

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients consistently praise JTC Group for their exceptional value and cost-effectiveness. One client highlighted spending approximately $105,000, noting that JTC's services were crucial for establishing their business and staying on budget. The project management was described as 'absolutely spot-on,' reinforcing the sentiment that the quality of service provided justifies the investment. Overall, feedback indicates that JTC Group delivers significant value for money, with clients expressing high satisfaction and no areas for improvement.
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  • Platinum Credit LTD. Logotype

    Platinum Credit LTD.

    5.0 1 review
    Undisclosed
    Undisclosed
    250 - 999

    Services provided

    100% Financial Advising & Planning

    Platinum Credit LTD. is a financial planning provider known for its strong project management skills and effective communication. The company has garnered positive feedback for its work quality and responsiveness, with approximately 100% of reviewers praising these aspects. While clients appreciate their services, some suggest expanding their offerings to cover more financial needs.

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    Industry Experience

    Platinum Credit LTD. has demonstrated strong expertise in the Advertising & Marketing industry, where they serve as a primary financial planning provider. Clients have praised their effective communication, responsiveness, and project management capabilities, contributing positively to financial performance. Overall sentiment is favorable, indicating that companies within this sector may find a reliable partner in Platinum Credit for financial needs and planning.

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    Advertising & marketing

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients commend Platinum Credit LTD. for delivering excellent value for money, particularly highlighting the quality of their financial planning services. One CEO noted a modest investment of $1,000 led to significant improvements in their company's financial performance without incurring loans. Overall sentiment indicates a strong appreciation for their project management and communication, although clients suggest potential for expanded service offerings.
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  • 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 service
    15% Business Consulting

    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

    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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  • 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)

    Braj Aggarwal, CPA, P.C. is an accounting and auditing firm recognized for its full-suite services and adherence to Generally Accepted Auditing Standards (GAAS). The reviews consistently highlight their timely service delivery and effective communication, with approximately 100% of clients expressing satisfaction. Notably, the direct access to senior staff and the firm's efficient processes are frequently praised by clients.

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    Reviews mention Accessible

    Clients express high satisfaction with Braj Aggarwal, CPA, P.C. regarding accessibility. One reviewer noted the ease of communication, stating that interactions were smooth through phone, email, and in-person meetings, especially highlighting the firm's willingness to educate clients during discussions. The firm's smaller size facilitates direct contact with the owner, enhancing responsiveness. Overall, the sentiment is positive, with clients appreciating the firm's approachable nature and effective communication strategies.
    • Financial Auditing Services for Steel Manufacturing Company
      5.0 Sep 20, 2021

      With Braj Aggarwal, it was a very smooth process. We communicated through phone, email, and personal meetings. Braj Aggarwal documents many of these communications for their own processes. Communication was informal for email and documents, and part of it was over the phone and in person. Usually, the majority of the audit will be in person; but it was only after COVID-19 that the scenario got changed more toward the virtual means.

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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

    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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  • Coin Masters Logotype

    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 services
    20% Finance & Accounting Outsourcing (FAO)
    20% Fractional CFO Services

    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

    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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  • APISCRAPY Logotype

    5.0 3 reviews
    $1,000+
    < $25 / hr
    50 - 249
    New York, NY

    Services provided

    10% Financial Advising & Planning
    30% BI & Big Data Consulting & SI
    10% Commercial Brokerage Services +6 services
    10% Commercial Development
    10% Commercial Property Management
    10% Direct Marketing
    10% Media Planning & Buying
    5% Fulfillment
    5% Search Engine Optimization

    APISCRAPY is a data scraping company that specializes in web, mobile app, and TV app data extraction, providing detailed analytical reports. Clients consistently praised their technical competency, proactive communication, and attention to detail, with 100% of reviews highlighting these aspects. While most feedback is positive, a suggestion for more frequent progress updates was noted.

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    Reviews mention Proactive

    Clients consistently highlight APISCRAPY's proactive approach in their project management and communication. One reviewer noted their 'effective project management with proactive communication' and another emphasized 'proactive communication and project management' as a standout feature. Overall, the sentiment reflects strong satisfaction with APISCRAPY's ability to anticipate client needs and deliver quality results, enhancing the collaborative experience.
    • Data Scraping & Market Research for Logistics Company
      5.0 Oct 10, 2023

      Effective project management for our data scraping with pro-active communication. The measurable outcomes were notable and we were extremely satisfied with the outcome. Accuracy and timeliness of the data were impressive.

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    • Data Scrapping for IT Services Company
      5.0 Feb 22, 2022

      Excellent quality data Pro-active communication Dashboard and reporting. The team has provided quality deliverables and proactive communication and project management. Excellent technical competency - Value for money.

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    Industry Experience

    APISCRAPY has demonstrated significant expertise in the Logistics and Supply Chain industry, with clients praising their web and mobile data scraping capabilities. Feedback highlights their attention to detail, proactive communication, and ability to deliver accurate, comprehensive data. Overall sentiment is positive, reflecting strong project management and technical competency, making them a suitable provider for businesses in logistics and supply chain looking to enhance data-driven decision-making.

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    Supply Chain, Logistics, and Transport Logistics & Supply Chain

    Average Project Cost Breakdown

    $50,000 to $199,999 (1) $200,000 to $999,999 (1)

    What Clients Have Said

    Clients have consistently noted that APISCRAPY offers excellent value for money, with one reviewer highlighting their "excellent quality data" and "proactive communication" as significant advantages. The Chief Operating Officer of ArcBest emphasized their satisfaction with the comprehensive deliverables and timely execution, suggesting that the company exceeded expectations. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of services provided by APISCRAPY.
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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 services
    10% Business Consulting
    10% Compliance Consulting
    10% Corporate Law
    10% Finance & Accounting Outsourcing (FAO)
    10% Finance Law
    10% Fractional CFO Services
    10% Funding & Investment

    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 services
    10% Accounting
    10% Business Consulting

    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
    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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  • Clarity Accounts & Bookkeeping Logotype

    Clarity Accounts & Bookkeeping

    5.0 1 review
    Undisclosed
    $25 - $49 / hr
    Freelancer

    Services provided

    30% Financial Advising & Planning
    35% Accounting
    35% Financial Consulting

    Clarity Accounts & Bookkeeping provides comprehensive bookkeeping and financial analysis services, including payroll management and custom reporting tools. Reviews highlight their reliability and strategic insight, with 100% of feedback being positive. Clients commend their ability to enhance financial decision-making and operational efficiency, noting their exceptional value in Financial Advising and Planning.

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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 Psychology Therapy Provider

    5.0 — Clarity Accounts & Bookkeeping provides accounting support to a psychology therapy provider. They manage the payroll, oversee bookkeeping for two firms, and build a financial dashboard and Read more
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    Industry Experience

    Clarity Accounts & Bookkeeping has demonstrated expertise primarily in the medical industry, specifically with psychological services. Clients noted strengths in effective payroll management, financial analysis, and custom reporting, resulting in improved decision-making and streamlined operations. The overall sentiment reflects high satisfaction due to reliable service and strategic insights. This provider is well-suited for businesses seeking comprehensive financial management and customized solutions, particularly in healthcare-related sectors.

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    Medical

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients consistently highlight Clarity Accounts & Bookkeeping's strong value for cost, with one client noting that they chose the company due to its high ratings and good value. The depth of experience and strategic insights provided by their employee, Leigh, were particularly praised, as these exceeded typical bookkeeping expectations. Overall, the sentiment indicates that clients feel they receive excellent service relative to the fees charged, enhancing their financial management and decision-making capabilities.
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  • Vaisus Consulting Logotype

    Vaisus Consulting

    4.5 1 review
    $1,000+
    $50 - $99 / hr
    2 - 9

    Services provided

    10% Financial Advising & Planning
    80% Business Consulting
    10% Commercial Financing

    Vaisus Consulting is a professional consulting firm specializing in business training and strategic planning services. Their clients commend their dedication, with 100% of reviewers highlighting their professionalism and commitment to going the extra mile. The company successfully trained 60 business owners, demonstrating effective client engagement and impactful outcomes.

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    Industry Experience

    Vaisus Consulting has received positive feedback from the nonprofit sector, highlighting their expertise in training programs focused on strategic planning and business principles. Clients commend their professionalism, quality services at fair prices, and the effective impact of their training on engaging business owners and entrepreneurs. The overall sentiment reflects a strong alignment with nonprofit needs, making Vaisus Consulting a valuable partner for organizations seeking to enhance their operational effectiveness.

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    Nonprofit

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have praised Vaisus Consulting for providing quality services at a fair price, indicating a strong perception of value for money. One client noted their professionalism and commitment to going the extra mile, which enhances the overall cost-effectiveness of their offerings. The training provided led to successful outcomes, such as engaging and training 60 business owners, further supporting the sentiment that Vaisus delivers significant value relative to its pricing.
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  • Malik Accounting & Bookkeeping Global Services Logotype

    Malik Accounting & Bookkeeping Global Services

    5.0 2 reviews
    Undisclosed
    < $25 / hr
    2 - 9

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Valuation Services +2 services
    20% Commercial Financing
    20% Financial Consulting

    Malik Accounting & Bookkeeping Global Services is an accounting and bookkeeping firm highly commended for their comprehensive financial services. 100% of reviews emphasize their exceptional communication, responsiveness, and quality of service. Clients appreciate their capability to handle complex tasks such as tax handling and CFO services without needing in-house personnel. One suggestion for improvement is developing a dedicated mobile app for easier access.

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    1 of 1 reviews is 5 stars
    $50,000 – $199,999 avg. project cost

    Reviewed 1 time in the past 6 months

    In the past six months, clients have praised Malik Accounting & Bookkeeping Global Services for their exceptional communication, responsiveness, and high-quality deliverables. One client highlighted their ability to manage extensive accounting needs without requiring additional in-house staff, showcasing the firm's broad service offerings. However, a suggestion for improvement was made regarding the development of a mobile app for easier access to their services. Overall, the sentiment reflects a strong satisfaction with their performance and value.
    Read 1 Recent Review

    Industry Experience

    Malik Accounting & Bookkeeping Global Services has garnered positive feedback primarily within the IT Services sector. Clients highlight their expertise in comprehensive accounting and bookkeeping solutions, noting exceptional communication, responsiveness, and the capability to manage complex financial functions without the need for internal staff. Their strengths include high-quality service delivery and adaptability to client needs. Overall sentiment indicates strong satisfaction, making them a suitable choice for clients in the technology and finance industries.

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    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients consistently highlight Malik Accounting & Bookkeeping Global Services for their competitive pricing and strong value for money. One client noted that the pricing fit their budget while also aligning with their company values. Additionally, they have provided high-quality services for nine years, demonstrating reliability and effective communication. Overall, the sentiment is positive, with clients appreciating the comprehensive services offered at a reasonable cost.
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  • Accounting Solutions Manchester Logotype

    Accounting Solutions Manchester

    5.0 1 review
    $1,000+
    < $25 / hr
    2 - 9

    Services provided

    10% Financial Advising & Planning
    60% Accounting
    10% Business Consulting +2 services
    10% Compliance Consulting
    10% Finance & Accounting Outsourcing (FAO)

    Accounting Solutions Manchester is an accounting firm renowned for its exceptional corporation tax filing services. The firm consistently receives positive feedback, with 100% of reviewers highlighting their genuine, knowledgeable, and approachable nature. Clients commend their attention to detail and effective problem-solving skills, demonstrating a personal yet professional approach that adds value to businesses.

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    Industry Experience

    Accounting Solutions Manchester has received positive feedback primarily from the construction and architecture sectors. Clients commend their expertise in corporation tax filing and their ability to provide valuable business advice that enhances revenue. Strengths include attention to detail, professionalism, and a personal approach to client relations. Overall sentiment is highly favorable, indicating a strong fit for businesses in the construction and architecture industries seeking reliable accounting support.

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    Construction

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have expressed satisfaction with Accounting Solutions Manchester's pricing, noting it as a good fit for their budget and highlighting the firm as providing great value for the cost. One client emphasized that the firm offered invaluable advice that improved their business, further reinforcing the positive sentiment regarding the balance of cost and value received. Overall, the feedback reflects a strong perception of value relative to pricing, with no identified areas for improvement.
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  • BestCFO Logotype

    5.0 1 review
    $1,000+
    < $25 / hr
    10 - 49
    new york, NY

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2 services
    20% Financial Consulting
    20% Fractional CFO Services

    BestCFO is a financial advising and planning firm specializing in corporate financial planning and financial advisement. They consistently receive positive feedback for their expert financial advice, particularly in maximizing cash flow and minimizing business risk. Notably, 100% of reviewers commend their responsiveness, knowledge, and timely project delivery, leading clients to highly recommend their services.

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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

    Financial Advising Services for Tax & Accounting Firm

    5.0 — BestCFO provides CFO services for a tax and accounting firm. The team analyzes and improves the client's financial reporting processes, creates financial forecasts, and advises on budget management. Read more
    Read 1 Review

    Industry Experience

    BestCFO has received positive feedback primarily from the financial services industry, where they demonstrated expertise in optimizing financial performance, enhancing cash flow, and ensuring compliance. Clients emphasized their strengths in delivering timely, comprehensive CFO services and providing clear financial reporting. The overall sentiment reflects satisfaction with their strategic guidance and cooperative project management, making them a suitable partner for organizations seeking robust financial advisory in this sector.

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    Financial services

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have praised BestCFO for its competitive pricing and the value it delivers. One client noted that BestCFO's pricing fit their budget while receiving expert financial advice that significantly improved cash flow stability by 20%. Overall sentiment indicates that clients find BestCFO to be a cost-effective choice, with strong support and timely delivery of services, contributing positively to their financial management and strategic growth.
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  • DNYC Ltd Logotype

    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 services
    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

    DNYC Ltd is a strategic and regulatory advisory company specializing in Financial Advising and Planning, particularly for crypto market expansion. Overall feedback is overwhelmingly positive, with 100% of reviewers highlighting their expertise in regulatory guidance and strategic alignment. Clients commend their professional approach, regulatory knowledge, and effective project management, resulting in successful license applications and improved compliance frameworks.

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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 recent reviews, clients have praised DNYC Ltd for their strategic guidance and regulatory expertise in the fintech and marketing sectors. One client highlighted their effective project management and timely delivery of services, resulting in successful crypto licensing applications and improved compliance frameworks. Another review commended their proactive communication style and thorough e-commerce platform assessments, which led to significant operational cost reductions. Overall, the sentiment is highly positive, reflecting satisfaction with DNYC Ltd's professionalism and value.
    Read 2 Recent Reviews
    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

    Strategic & Regulatory Advisory for FinTech Company

    5.0 — DNYC Ltd provides strategic and regulatory advisory services for a fintech company. The team is responsible for helping the client define a regulatory strategy aligned with their long-term business Read more
    Read 1 Review

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients consistently highlight DNYC Ltd's competitive pricing, noting that it aligns well with their budgets while delivering substantial value. One client specifically mentioned the company offered 'good value for cost,' emphasizing a favorable balance between affordability and quality of service. Overall, feedback indicates a positive sentiment regarding the company's cost-effectiveness, with users appreciating the financial efficiencies achieved through their engagement, such as a 15-20% reduction in operational costs.
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    Malta (1) England (1)
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  • R S N & Associates Logotype

    4.5 3 reviews
    $1,000+
    $300+ / hr
    2 - 9
    Chennai, India

    Services provided

    15% Financial Advising & Planning
    40% Accounting
    15% Business Consulting +3 services
    10% Commercial Financing
    10% Finance & Accounting Outsourcing (FAO)
    10% Financial Consulting

    R S N & Associates is a legal and financial services firm specializing in tax filing, legal consultation, financial restructuring, and tax planning. They demonstrate strong integrity, sound knowledge, and exceptional client relationships. Approximately 100% of reviewers appreciate their professionalism and personalized service, though some note their higher fees compared to other providers.

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    Reviews mention Proactive

    Clients have consistently praised R S N & Associates for their proactive approach, particularly highlighting their timely reminders and direct communication during critical tax periods. One client noted that Raghavachari ensures all information is submitted early, allowing for thorough review. This attentiveness not only fosters trust but also results in significant financial benefits, such as refunds. Overall, the sentiment reflects a high level of satisfaction with their proactive client engagement and support.
    • Tax Filing for Individual
      4.5 Jul 23, 2021

      They do a great job. Raghavachari sends reminders and even calls me directly as tax deadlines approach. He makes sure I have everything submitted to him early enough so that he can comb through all the information as needed. Additionally, their team provides tax guidance and financial literacy tips throughout the year.

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    Industry Experience

    R S N & Associates has demonstrated expertise primarily in the legal and financial sectors, providing services such as tax planning and financial restructuring. Clients from the legal industry noted their integrity and timely project completion, while feedback from the software services sector highlighted their strong legal knowledge and personalized service for complex multinational tax situations. Overall, client sentiment is highly positive, indicating that R S N & Associates is well-suited for projects in both legal and financial domains.

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    Other Industry Legal

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    R S N & Associates is perceived as a high-cost provider, with clients acknowledging the premium pricing for their services. One client noted that while they could find cheaper options, the value derived from R S N's expertise, particularly in complex tax situations, justified the expense. Another client highlighted the integrity and knowledge of the team, reinforcing the sentiment that the quality of service correlates with the higher fees. Overall, clients feel that the cost reflects the exceptional value provided.
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  • Worry Free CPA Logotype

    Worry Free CPA

    5.0 1 review
    Undisclosed
    $150 - $199 / hr
    Freelancer

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2 services
    20% Commercial Financing
    20% Financial Consulting

    Worry Free CPA is a financial advising and planning company known for its detailed and efficient financial management services, particularly in cash forecasting and account review. With 100% positive feedback, clients commend their fast response times, clear communication, and dedication to sound financial practices, making them a reliable choice for corporate financial planning needs.

    See all 1 projects
    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    $50,000 – $199,999 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Forecasting Report & Bookkeeping for Web Services Company

    5.0 — Worry Free CPA provides monthly and quarterly financial forecasting report creation and bookkeeping services for a web services company. They also conduct cash-on-hand forecasting and account Read more
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    Industry Experience

    Worry Free CPA has demonstrated expertise in the Advertising & Marketing industry, providing valuable financial management services to small and medium businesses. Clients praised their attention to detail, efficiency, and ability to produce insightful financial reports that support strategic decision-making. The overall sentiment reflects strong satisfaction with their timely communication and commitment to delivering high-quality work, making them a suitable partner for businesses seeking meticulous financial oversight in this sector.

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    Advertising & marketing

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients have highlighted Worry Free CPA's pricing as fitting within their budget while delivering significant value. One client emphasized the company's alignment with their financial management needs, noting that the services provided were detailed, efficient, and organized. Overall, the sentiment regarding cost and value for money is positive, with clients appreciating the quality of service relative to the investment made.
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  • Jaberson & Associates Logotype

    5.0 2 reviews
    Undisclosed
    Undisclosed
    10 - 49
    Edmonton, Canada

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Jaberson & Associates is a diversified company offering both web development and accounting services. Feedback from their clients is overwhelmingly positive, with 100% mentioning effective communication and satisfaction with project outcomes such as increased savings and improved web engagement. Their expertise in accounting and dedication to timely delivery in web projects were particularly highlighted by reviewers.

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    Reviews mention Knowledgeable

    Clients consistently commend Jaberson & Associates for their extensive knowledge and expertise in accounting. One client highlighted that their team ensures clients only pay the taxes they are obligated to, maximizing savings effectively. The VP of MHCare Medical noted their proactive approach in reviewing financial situations and identifying eligible tax credits, demonstrating their depth of understanding in the field. Overall, feedback reflects a strong sentiment of trust in their knowledgeable service.
    • Accounting Services for Health Solutions Provider
      5.0 Nov 17, 2021

      Jaberson & Associates is a very knowledgeable team — they make sure that we’re only paying for the taxes we should be paying for. Their expertise has truly allowed us to maximize our savings.

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    Industry Experience

    Jaberson & Associates has received positive feedback across diverse industries, notably in Design and Logistics & Supply Chain. In the Design sector, they are commended for their effective communication and timely delivery, enhancing website user engagement. In the Logistics & Supply Chain field, their accounting expertise significantly improved financial management, ensuring optimal tax benefits and cost savings. Overall, their strengths lie in project management and financial acumen, making them a strong fit for clients seeking support in design and accounting services.

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    Design Logistics & Supply Chain

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients have expressed satisfaction with Jaberson & Associates regarding their cost-effectiveness and value for money. One client noted that the pricing fit their budget, while another emphasized that the company's expertise allowed them to maximize tax savings, resulting in significant financial benefits. Overall, feedback indicates that Jaberson & Associates delivers quality services at a competitive price, with successful outcomes in project management and communication.
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    Canada (1) Pakistan (1)
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  • Pell-Rose Inc. Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Pell-Rose Inc. is an accounting services firm, providing comprehensive support in areas such as reconciliation and budgeting. According to client feedback, 100% of the reviews are overwhelmingly positive, highlighting their expertise, efficiency, and exceptional project management. Clients appreciate their commitment, as evidenced by their willingness to work weekends, and their ability to adapt to various communication methods.

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    Industry Experience

    Pell-Rose Inc. has demonstrated expertise in the Education sector, particularly with nonprofit organizations requiring accounting support. Clients have praised their strong project management skills, quick execution, and effective communication. The feedback indicates a high level of satisfaction, with a sentiment of trust and reliability in their services. Potential clients in the Education industry can expect thorough financial management and a dedicated team, making Pell-Rose Inc. a suitable partner for similar projects.

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    Education

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients express high satisfaction with Pell-Rose Inc.'s value for money, citing effective accounting services and exceptional project management. One client noted an investment of $200,000–$250,000 CAD, indicating a long-term relationship since 2011, and stated they are 'delighted with Pell-Rose Inc.’s performance.' The team's expertise and quick work were highlighted, with no reported areas for improvement, reinforcing the overall positive sentiment regarding cost-effectiveness.
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  • Rise Consulting Group Logotype

    Rise Consulting Group

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49

    Services provided

    100% Financial Advising & Planning

    Rise Consulting Group is a comprehensive accounting and bookkeeping firm known for its meticulous attention to detail and effective project management. Their services include inventory tracking, bank reconciliation, transaction review, and financial planning. Feedback is overwhelmingly positive, with 100% of reviewers highlighting their precision and reliability.

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    Industry Experience

    Rise Consulting Group has demonstrated strong expertise in the healthcare industry, particularly in accounting and bookkeeping services. Clients have praised their attention to detail and effective project management, highlighting their role in accurate inventory tracking and financial planning. Overall sentiment is highly positive, indicating a solid fit for healthcare organizations seeking reliable financial support.

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    Healthcare

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients express satisfaction with Rise Consulting Group's pricing relative to the value provided. One client noted an investment of approximately $10,000 for comprehensive accounting and bookkeeping services, highlighting the firm's meticulous attention to detail and effective project management. Overall, feedback suggests that clients find their services to be worth the cost, with no reported complaints regarding pricing or value.
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  • The Wow Company Logotype

    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 services
    15% Business Consulting
    15% Business Valuation Services
    10% Financial Consulting
    5% Commercial Financing

    The Wow Company specializes in accounting services, including tax preparation, bookkeeping, and business consulting support. Feedback highlights their deep understanding of design agencies, flexibility, and innovative solutions. While 100% of reviewers praise their expertise and support, minor improvement is suggested in response times. Overall, The Wow Company is highly recommended by clients for comprehensive and tailored accounting services.

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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

    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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  • Finbase Logotype

    Finbase

    5.0 1 review
    $1,000+
    $25 - $49 / hr
    2 - 9

    Services provided

    10% Financial Advising & Planning
    70% Fractional CFO Services
    10% Finance & Accounting Outsourcing (FAO) +1 service
    10% Financial Consulting

    Finbase is a financial consulting company that specializes in implementing management accounting systems, providing financial dashboards, and setting up reporting and budgeting processes. With positive feedback from 100% of reviewers, notable themes include their strong project management, timely delivery, and tailored solutions. However, there's a suggestion for improving documentation early in the process.

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    Industry Experience

    Finbase has demonstrated expertise primarily in the gaming industry, where they successfully implemented management accounting systems and financial dashboards for Whimsy Games. Clients noted strong project management, timely delivery, and adaptability to complex needs. The overall sentiment reflects satisfaction with their ability to enhance financial visibility and control, making Finbase a suitable provider for gaming projects requiring robust financial management and reporting solutions.

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    Gaming

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have praised Finbase for providing good value for the cost of their services, highlighting their effective implementation of a management accounting system and financial dashboard. One CEO noted that Finbase's ability to tailor solutions while maintaining clarity was particularly impressive. Overall, the sentiment indicates that clients feel they received a solid return on their investment, with efficient project management and timely delivery enhancing their financial control and decision-making processes.
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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 services
    15% Marketing Strategy
    10% Digital Strategy
    10% Financial Consulting
    10% Funding & Investment
    5% IT Strategy Consulting

    USP House is a marketing support company specializing in creating compelling marketing strategies and digital campaigns. Reviews highlight their proactive and communicative approach, with 100% of feedback indicating satisfaction with project management and a smooth engagement. While praised for their initiative, occasional assertiveness in service offerings was noted.

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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

    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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  • AMS & Partners Logotype

    5.0 2 reviews
    $1,000+
    $100 - $149 / hr
    2 - 9
    Aglantzia, Cyprus

    Services provided

    10% Financial Advising & Planning
    20% Business Consulting
    20% Financial Consulting +5 services
    10% Accounting
    10% Business Valuation Services
    10% Executive Search
    10% HR Consulting
    10% Tax Law

    AMS & Partners is a strategy consulting firm specializing in business development. The company is praised for its personal approach and effectiveness, with a 10% increase in clientele reported by a reviewer. All reviewers highlighted the team's promptness and hands-on management, with 100% expressing satisfaction and no suggested areas for improvement.

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    Industry Experience

    AMS & Partners has demonstrated notable expertise in the legal sector, receiving positive feedback for their business development and strategy consulting services. Clients highlighted their prompt communication, personal approach, and effective strategies that led to measurable growth, such as a 10% increase in clientele. The overall sentiment from the legal industry indicates a strong fit for organizations seeking dedicated support in business growth and strategic planning.

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    Legal

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have noted that AMS & Partners offers excellent value for money, particularly highlighting their effective strategies in business development and consulting. One CEO remarked on a 10% increase in clientele attributed to AMS's guidance, emphasizing their promptness and personal approach. Overall, feedback indicates a strong sentiment regarding the firm's pricing relative to the quality of service provided, with no significant areas for improvement identified.
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    More responsive than most other service providers

    AMS & Partners is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
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  • Ottor Accounting & Bookkeeping CO. L.L.C Logotype

    5.0 1 review
    $1,000+
    $100 - $149 / hr
    2 - 9
    Dubai, United Arab Emirates

    Services provided

    10% Financial Advising & Planning
    40% Tax Law
    30% Accounting +2 services
    10% Business Consulting
    10% Finance & Accounting Outsourcing (FAO)

    Ottor Accounting & Bookkeeping CO. L.L.C is an accounting and bookkeeping firm known for delivering comprehensive tax and accounting solutions. Reviews highlight their punctuality, organization, and effective communication, with positive feedback constituting 100% of responses. Clients commend their timely delivery and seamless integration of accounting systems, ensuring compliance and accuracy in financial records.

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    Industry Experience

    Ottor Accounting & Bookkeeping CO. L.L.C has demonstrated expertise in the Food & Beverages industry, specifically within the confectionery sector. Client feedback highlights their strengths in resolving accounting backlogs, addressing VAT issues, and establishing corporate tax frameworks. Their punctuality, organization, and effective communication in both Arabic and English have left a positive impact. Overall sentiment from this industry indicates strong satisfaction, making them a suitable choice for clients in the Food & Beverages sector.

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    Food & Beverages

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have consistently praised Ottor Accounting & Bookkeeping CO. L.L.C for providing good value for their cost. One client noted that the pricing fit their budget and highlighted the company's ability to deliver timely results while addressing complex accounting issues. Overall sentiment reflects satisfaction with the company's affordability and effectiveness, as they successfully resolved outstanding VAT issues and established robust tax frameworks, demonstrating a strong return on investment.
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  • flamingcpa Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Fort Collins, CO

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    flamingcpa is an accounting firm offering services in bookkeeping, tax preparation, and accounting consulting. The feedback is overwhelmingly positive, highlighting their responsiveness, accuracy, and ability to handle financial challenges, with 100% of reviewers noting their reliability and effectiveness. Clients appreciate their project management skills and integrity, with no significant areas for improvement mentioned.

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    Industry Experience

    Flamingcpa has demonstrated significant expertise in the consulting industry, providing comprehensive bookkeeping, tax preparation, and accounting services. Clients have praised their responsiveness, accuracy, and strong project management skills. The team effectively supports businesses in navigating financial challenges, including audits. Overall, feedback indicates a high level of satisfaction, suggesting that potential clients in the consulting sector would find flamingcpa to be a reliable partner for their financial management needs.

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    Consulting

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have expressed that flamingcpa offers competitive pricing while delivering significant value for money. One CEO noted their responsiveness and accuracy, highlighting that their services saved time and minimized risk during an audit. The company is praised for its integrity and thoroughness, with no major complaints about cost. Overall, the sentiment indicates that clients find flamingcpa’s pricing justifiable given the quality of service provided.
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  • Baharestani & Ritt LLP Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    New York, NY

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Baharestani & Ritt LLP is a tax consultancy specializing in comprehensive tax return services, including Federal and State Tax Returns. The firm is highly regarded, with 100% of reviewers highlighting their detailed, organized approach and efficiency. Over 20 years of consistent excellence with no identified areas for improvement characterize their reputation.

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    Industry Experience

    Baharestani & Ritt LLP demonstrates strong expertise in the Hospitality & Leisure industry, evidenced by long-term client relationships and comprehensive tax services. Clients commend their efficiency, detailed tax returns, and adherence to current tax laws, resulting in high satisfaction. Overall, the firm's proactive approach and depth of knowledge make them a beneficial partner for businesses within this sector.

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    Hospitality & leisure

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients consistently commend Baharestani & Ritt LLP for their exceptional value and cost-effectiveness. One long-term client noted their comprehensive and organized tax return services, emphasizing the firm's efficiency and adherence to current tax laws. The sentiment is overwhelmingly positive, with clients expressing satisfaction in the firm's ability to exceed expectations, indicating that the cost aligns well with the quality of service provided.
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Clutch Leaders Matrix

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

1 Boldare
2 Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post
3 Gondaliya CPA - AFFORDABLE Corporate Tax Expert
4 Oak Business Consultant
5 Brego Business
6 CLM Controller
7 Greenback Expat Tax Services
8 TGG Accounting
9 Sensiba LLP
10 Integra Group
11 ViTWO (6 Livo Technologies Pvt Ltd)
12 Finance PM
13 leadforce.info
14 ArboHQ
15 SoftPak Financial Systems, Inc

List of the Best Strategic Financial Planning Firms

  1. Boldare Logotype

    Boldare

    $25,000+
    $50 - $99 / hr
    50 - 249
    Gliwice, Poland

    Ability to deliver

    37.8/40.0
    18/20 Reviews
    10/10 Clients & Experience
    9.8/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
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  2. Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post Logotype

    Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post

    $1,000+
    $50 - $99 / hr
    10 - 49
    Toronto, Canada

    Ability to deliver

    34.6/40.0
    16.2/20 Reviews
    9.5/10 Clients & Experience
    8.9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
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  3. Gondaliya CPA - AFFORDABLE Corporate Tax Expert Logotype

    Gondaliya CPA - AFFORDABLE Corporate Tax Expert

    $1,000+
    < $25 / hr
    2 - 9

    Ability to deliver

    26.6/40.0
    16.4/20 Reviews
    4.1/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
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  4. Oak Business Consultant Logotype

    Oak Business Consultant

    Undisclosed
    Undisclosed
    10 - 49
    Dubai, United Arab Emirates

    Ability to deliver

    27.7/40.0
    17/20 Reviews
    2.8/10 Clients & Experience
    7.9/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
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  5. Brego Business Logotype

    Brego Business

    $1,000+
    $50 - $99 / hr
    50 - 249
    Mumbai, India

    Ability to deliver

    28.3/40.0
    16.2/20 Reviews
    6.7/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    85% Other
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  6. CLM Controller Logotype

    CLM Controller

    $10,000+
    $50 - $99 / hr
    50 - 249
    São Paulo, Brazil

    Ability to deliver

    28.9/40.0
    16.8/20 Reviews
    6.5/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
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  7. Greenback Expat Tax Services Logotype

    Greenback Expat Tax Services

    Undisclosed
    Undisclosed
    10 - 49

    Ability to deliver

    23.8/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    7.4/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
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  8. TGG Accounting Logotype

    TGG Accounting

    $5,000+
    Undisclosed
    50 - 249
    San Diego, CA

    Ability to deliver

    26.6/40.0
    16.2/20 Reviews
    4.2/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
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  9. Sensiba LLP Logotype

    Sensiba LLP

    Undisclosed
    Undisclosed
    250 - 999
    San Ramon, CA

    Ability to deliver

    27.2/40.0
    18.2/20 Reviews
    0/10 Clients & Experience
    9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
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  10. Integra Group Logotype

    Integra Group

    $1,000+
    $50 - $99 / hr
    50 - 249
    Hong Kong, Hong Kong

    Ability to deliver

    25.8/40.0
    16.2/20 Reviews
    3.2/10 Clients & Experience
    6.4/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
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  11. ViTWO (6 Livo Technologies Pvt Ltd) Logotype

    ViTWO (6 Livo Technologies Pvt Ltd)

    Undisclosed
    Undisclosed
    50 - 249
    Kolkata, India

    Ability to deliver

    22.4/40.0
    16.2/20 Reviews
    1.3/10 Clients & Experience
    4.9/10 Market Presence

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    50% Financial Advising & Planning
    50% Other
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  12. Finance PM Logotype

    Finance PM

    $1,000+
    $100 - $149 / hr
    2 - 9
    Paphos, Cyprus

    Ability to deliver

    24.2/40.0
    16.2/20 Reviews
    2.9/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
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  13. leadforce.info Logotype

    leadforce.info

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    27.3/40.0
    16.2/20 Reviews
    6.5/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    85% Other
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  14. ArboHQ Logotype

    ArboHQ

    $1,000+
    $25 - $49 / hr
    2 - 9
    Atlanta, GA

    Ability to deliver

    24/40.0
    16.2/20 Reviews
    1.7/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
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  15. SoftPak Financial Systems, Inc Logotype

    SoftPak Financial Systems, Inc

    $75,000+
    $25 - $49 / hr
    50 - 249
    Wayland, MA

    Ability to deliver

    21.9/40.0
    16.6/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
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  16. Abacus First Solutions Logotype

    Abacus First Solutions

    $1,000+
    < $25 / hr
    250 - 999

    Ability to deliver

    24.3/40.0
    16.2/20 Reviews
    2.8/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
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  17. Melmac Solutions Limited Logotype

    Melmac Solutions Limited

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

    Ability to deliver

    25.5/40.0
    16.8/20 Reviews
    2.9/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    70% Other
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  18. 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

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  19. WorldWide Local Connect Inc. Logotype

    WorldWide Local Connect Inc.

    $5,000+
    $50 - $99 / hr
    10 - 49
    Maynard, MA

    Ability to deliver

    25/40.0
    16.2/20 Reviews
    4.8/10 Clients & Experience
    4/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
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  20. Genistar Limited Logotype

    Genistar Limited

    Undisclosed
    Undisclosed
    10 - 49
    Caterham, England

    Ability to deliver

    22.1/40.0
    16.8/20 Reviews
    0.2/10 Clients & Experience
    5.2/10 Market Presence

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  21. CGO Finance sp. z o.o. Logotype

    CGO Finance sp. z o.o.

    $1,000+
    $50 - $99 / hr
    10 - 49
    Warszawa, Poland

    Ability to deliver

    26.6/40.0
    16.2/20 Reviews
    5/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
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  22. BEAN COUNTER Logotype

    BEAN COUNTER

    Undisclosed
    Undisclosed
    10 - 49
    Palm Springs, CA

    Ability to deliver

    22.1/40.0
    16.2/20 Reviews
    0.7/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
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  23. Rise Accounting Logotype

    Rise Accounting

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Ability to deliver

    24/40.0
    20/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
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  24. Takeoff Advising Logotype

    Takeoff Advising

    Undisclosed
    $50 - $99 / hr
    2 - 9
    San Diego, CA

    Ability to deliver

    23.5/40.0
    16.4/20 Reviews
    3.1/10 Clients & Experience
    4/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    60% Other
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  25. Celeste Business Advisors LLP Logotype

    Celeste Business Advisors LLP

    $1,000+
    $25 - $49 / hr
    2 - 9
    Mumbai, India

    Ability to deliver

    22.5/40.0
    16.2/20 Reviews
    1.3/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    55% Financial Advising & Planning
    45% Other
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  26. Muia Consulting Logotype

    Muia Consulting

    Undisclosed
    Undisclosed
    2 - 9
    Vaughan, Canada

    Ability to deliver

    25.2/40.0
    16.2/20 Reviews
    2.5/10 Clients & Experience
    6.5/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
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  27. 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
    50% Other
    View Profile Visit Website
  28. Camuso CPA Logotype

    Camuso CPA

    Undisclosed
    Undisclosed
    10 - 49
    Charlotte, NC

    Ability to deliver

    21.4/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  29. Fxtriangle Logotype

    Fxtriangle

    $5,000+
    Undisclosed
    2 - 9

    Ability to deliver

    21.7/40.0
    14.6/20 Reviews
    1.6/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  30. Adquiere Logotype

    Adquiere

    $50,000+
    $100 - $149 / hr
    2 - 9
    Monterrey, Mexico

    Ability to deliver

    23.5/40.0
    17.6/20 Reviews
    0/10 Clients & Experience
    6/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website

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