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Top Financial Planning Firms

Ratings Updated: January 29, 2026
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15 Leaders 15 Contenders

3,372 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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  • 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 highlight their exceptional responsiveness and professionalism. Clients, such as the owner of MCCAULEY IT, LLC, praised their ability to maintain excellent bookkeeping and tax records, noting quick responses to inquiries. Similarly, the owner of G and R Custom Painting Co. emphasized the timely and accurate handling of payroll and financial reports. Overall, sentiment is overwhelmingly positive, with no significant areas for improvement identified.
    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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  • 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 Efficient

    BBNC has received positive feedback regarding their efficiency in service delivery. Clients highlighted that their project management style is 'simple, easy, and efficient,' with all assignments completed within 30 days. One client noted the 'uninterrupted service seamlessly' provided during the pandemic, emphasizing timely communication and prompt processing. Overall, the sentiment reflects a high level of satisfaction with BBNC's ability to meet deadlines and manage projects effectively.
    • Taxation & Legal Services for Real Estate
      5.0 May 12, 2021

      Within 30 days our entire assignments and targets were achieved. We are highly impressed with their smooth service. Simple, easy and efficient. Even during the ongoing pandemic, they provided uninterrupted service seamlessly.

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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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  • 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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    3 of 3 reviews are 5 stars
    2 new reviews for Financial Advising & Planning services
    Unknown avg. project cost

    Reviewed 3 times in the past 6 months

    Recent client feedback for CFO Ventures reflects a consistently positive sentiment, highlighting their effectiveness in financial strategy and operational efficiency. Clients praised the development of strategic financial models and management control systems, noting improvements in cash flow management and operational insights. A CFO from an engineering firm emphasized their responsiveness and ability to align finance with business strategy. Overall, clients reported high satisfaction with the deliverables and collaboration, with no significant areas for improvement identified.
    Read 3 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

    Average Project Cost Breakdown

    What Clients Have Said

    Clients consistently express satisfaction with CFO Ventures' cost-effectiveness, highlighting it as a key reason for their selection. One client noted the company's services provided 'good value for cost' and emphasized their ability to understand business operations deeply. Another client echoed this sentiment, stating that CFO Ventures transformed their financial planning while maintaining high standards and timely delivery. The overall sentiment reflects that clients perceive a strong alignment between the services provided and the investment made.
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    Saudi Arabia (1) United Arab Emirates (1) Yemen (1)
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  • Alexander Accountants, CPAs Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Harvard, MA

    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

    Recent feedback for Alexander Accountants, CPAs highlights their expertise in tax structuring, with one client noting a $15,000 tax savings as a direct result of their guidance. Clients appreciate their timely delivery, accuracy, and effective communication methods. The firm's cultural alignment with clients and overall value for cost are also frequently praised. Overall, sentiment remains highly positive, with no significant areas for improvement identified.
    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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  • 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 Efficient

    Clients have praised SALUS Capital | Strategy for their remarkable professionalism and efficiency. One review highlighted their clear communication and timely delivery, noting that they never missed a deadline. The quality of work and speed of delivery were particularly impressive, leading to a long-term engagement. Overall, the sentiment regarding efficiency is overwhelmingly positive, with clients expressing complete satisfaction with the outcomes of their projects.
    • Business Strat & Consulting Svcs for Custom Software Dev Co
      5.0 Oct 25, 2023

      Roberto and his team demonstrated remarkable professionalism and efficiency throughout our engagement. They always communicated their requirements very clearly and kept us constantly updated on their progress. The quality of their work and the speed at which they delivered were impressive.

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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
    Read 2 Reviews

    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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  • 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 Exceeds expectations

    Clients consistently express that DNA GROWTH exceeds expectations, particularly highlighting their commitment to service and timely deliverables. One client noted the impressive quality of work and reasonable pricing, stating, "DNA Growth has always gone above and beyond our expectations." Additionally, the company's proactive communication and respect for client needs further reinforce the positive sentiment, with deliverables completed on time and a strong alignment of values.
    • Pitch Deck & Financial Forecast for Business Consulting Co
      5.0 Aug 8, 2024

      I was impressed by DNA GROWTH's willingness to be of service each and every time we engaged in the project. Other than that, DNA Growth has always gone above and beyond our expectations. Keep up the good work!

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    Industry Experience

    DNA GROWTH has received positive feedback across multiple industries, including Consulting, Financial Services, Business Services, and Wellness & Fitness. Clients praised their expertise in business improvement, financial modeling, and detailed business plans, noting strengths in communication, timely delivery, and high-quality work. Overall sentiment reflects strong satisfaction, particularly in Financial Services and Business Services, where they significantly impacted client operations and project success.

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    Consulting Financial services Business services Wellness & Fitness

    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

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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 Exceeds expectations

    The CPA Group has consistently exceeded client expectations, as highlighted by their exceptional attention to detail and commitment to accuracy. Clients commend their invaluable support in bookkeeping, strategic tax planning, and timely delivery of quarterly financial reports. Their proactive communication and personalized approach further enhance their reputation as a trusted partner. One client expressed gratitude for their ongoing support and plans to expand their partnership, emphasizing the CPA Group's integral role in driving financial success.
    • Accounting Services for IT Company
      5.0 Nov 19, 2024

      There are no areas for improvement. These folks have consistently exceeded our expectations with their services and support.

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

    Reviewed 1 time in the past 6 months

    Recent reviews for Rahat Aggarwal & Company reflect a highly positive sentiment, highlighting their excellent accounting and bookkeeping services. Clients praised the firm's efficiency, noting timely deliverables and effective communication through virtual meetings. One client specifically appreciated the cost-effective solutions and the ease of collaboration, stating, 'It was so hassle free.' There were no significant areas for improvement mentioned, indicating strong client satisfaction and continued engagement.
    Read 1 Recent Review
    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
    Read 1 Review

    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
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    Industry Experience

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

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    Advertising & marketing

    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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  • 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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  • 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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  • 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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  • 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

    Reviews mention Timely

    Overall sentiment regarding Asesora's timeliness is highly positive. Clients noted that all milestones were delivered on schedule, with one client emphasizing their 'quick, efficient responses' and effective communication. Another client praised their organized and proactive approach, stating that everything was completed on time, allowing for immediate revenue generation. Both reviews reflect a strong appreciation for Asesora's ability to adhere to deadlines and maintain clear updates throughout the project.
    • Business Consulting for Restaurant
      5.0 May 16, 2025

      Thanks to Asesora's support, Rubyland was fully licensed, registered, and operational on schedule. We successfully opened our business bank account and launched the restaurant without delays, which helped us start generating revenue right away. They delivered everything on time, kept me updated throughout the process, and were always quick to respond to my questions or concerns.

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    Industry Experience

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

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    Food & Beverages Construction

    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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  • 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 Timely

    Clients consistently praised Braj Aggarwal, CPA, P.C. for their timely service delivery. One client highlighted that the firm provided 'timely and effective services' through dedicated account managers and support staff. Another noted the 'excellent, full-suite accounting services provided in a timely manner.' Overall, the sentiment regarding timeliness is overwhelmingly positive, indicating reliable and prompt service that meets client expectations.
    • Accounting Services for Technology Company
      5.0 Feb 25, 2022

      They have dedicated account managers with support staff that provided timely and effective services. Excellent, full-suite accounting services provided in a timely manner.

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    Industry Experience

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

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    IT Services Manufacturing

    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 Communicative

    Clients have consistently praised APISCRAPY for their proactive communication and effective project management. One client noted their 'pro-active communication' and 'well matured professional team,' highlighting the importance of timely updates. Another client suggested more frequent progress updates for better alignment with project management needs, indicating a desire for enhanced communication. Overall, the sentiment regarding APISCRAPY's communicative approach is highly positive, emphasizing their responsiveness and attention to client needs.
    • Data Scraping & Market Research for Logistics Company
      5.0 Oct 10, 2023

      Effective project management for our data scrapping with pro-active communication. The primary forms of communication with APISCRAPY were virtual meetings and email or messaging apps. Only suggestion for improvement would be to provide more frequent progress updates to better align with our project management needs.

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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. Team is growing as our business expansion.

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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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  • 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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    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
    Read 1 Review

    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

    Recent feedback highlights Malik Accounting & Bookkeeping Global Services as a reliable partner, praised for their responsive communication and high-quality service. A client noted their impressive ability to manage comprehensive financial functions, allowing them to focus on growth without needing to hire additional staff. However, there is a suggestion for improvement in developing a mobile app for easier access to their services. Overall, client sentiment is highly positive, reflecting satisfaction with both value and alignment of company values.
    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.

    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
    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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  • 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 Timely

    Clients have consistently praised R S N & Associates for their timely delivery of services. One client noted that the project was 'completed on time,' highlighting the firm's efficiency in financial restructuring and tax planning. The use of regular meetings and follow-up emails further underscores their commitment to timely communication. Overall, the sentiment regarding timeliness is highly positive, with no reported areas for improvement.
    • Financial Restructuring & Tax Planning for Law Firm
      4.5 Jul 20, 2021

      The project was completed the work in time, demonstrating effective time management. Regular meetings and follow-up emails contributed to their timely project management style, ensuring consistent communication and progress tracking.

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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
    Read 1 Review

    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 Great project management

    Clients consistently praise Jaberson & Associates for their exceptional project management skills. One client highlighted their transparency and effective use of Google Sheets to track progress and deadlines, ensuring clear communication throughout the engagement. The VP of MHCare Medical noted that their project management is 'powerful' and emphasized the team's knowledge in maximizing tax savings. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction and confidence in the firm's capabilities.
    • Accounting Services for Health Solutions Provider
      5.0 Nov 17, 2021

      Their project management is powerful — they’re transparent when it comes to what they’re working on and when they’ll be finished. We use Google Sheets to manage the project. The spreadsheet details their progress, submission deadlines, what they need from us, and so on.

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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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  • 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.

    See all 1 projects

    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.

    See all 1 projects

    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.

    See all 2 projects

    Industry Experience

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

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    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.

    See all 2 projects

    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.

    See all 1 projects

    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.

    See all 1 projects

    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.

    See all 1 projects

    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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  • Camuso CPA PLLC Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Charlotte, NC

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Camuso CPA PLLC is an accounting firm specializing in providing outsourced CFO services for e-commerce businesses. Their reviews reflect a strong performance in project management, with clients praising their ability to quickly understand brand-specific needs and improve profitability. Feedback is overwhelmingly positive, with 100% of reviewers highlighting their financial insights and communication skills as key strengths.

    See all 1 projects

    Industry Experience

    Camuso CPA PLLC has received positive feedback primarily from clients in the retail and e-commerce sectors. The firm is praised for its expertise in outsourced CFO services, enhancing profitability, and adapting accounting practices to unique business needs. Clients appreciate the timely communication and comprehensive support provided by the team. Overall sentiment indicates a strong fit for businesses in the retail and e-commerce industries, highlighting Camuso's strengths in financial management and strategic insights.

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    Retail

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients have expressed strong satisfaction with Camuso CPA PLLC's pricing and value, noting that their investment of approximately $1,100 per month has resulted in increased profitability and better financial understanding. One client highlighted the firm's excellent communication and project management, stating that they have seen significant ROI from their services. Overall, feedback indicates that the cost is justified by the quality and impact of the services provided, particularly for e-commerce businesses.
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  • Jumping Jack Taxes Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Philadelphia, PA

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Jumping Jack Taxes is a financial services company offering tax preparation, bookkeeping, financial planning, and life insurance services. Reviewers highlight their efficiency, personalized attention, and proactive communication, with 100% positive feedback emphasizing their understanding of client goals and potential tax savings of $20,000–$25,000. Clients value their comprehensive monthly accountability program for strategic financial growth.

    See all 1 projects

    Industry Experience

    Jumping Jack Taxes has demonstrated expertise primarily within the dental staffing industry, providing comprehensive financial services including bookkeeping, tax preparation, and financial planning. Clients commend the team's efficiency and deep understanding of business goals, noting significant potential tax savings. The overall sentiment is positive, highlighting the provider's proactive communication and tailored approach, making them a suitable option for businesses seeking responsive and personalized financial management.

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    Select Industry to see insights

    Other Industry

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have expressed that Jumping Jack Taxes offers significant value for money, particularly in tax savings. One client noted an investment of approximately $3,500, resulting in projected tax savings of $20,000 to $25,000. The company's efficient communication and personalized service were highlighted as key strengths, reinforcing the perception of good value. Overall, clients feel that the company's pricing aligns well with the quality of service provided, making it a worthwhile investment.
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  • Twenty Twenty Investment Advisors Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Spokane, WA

    Services provided

    100% Financial Advising & Planning

    Twenty Twenty Investment Advisors is a financial advisory firm that offers services such as 401(k) planning and financial consultations. Overall, clients express satisfaction with their professionalism and expertise, with positive feedback highlighting effective project management and impactful enrollment strategies. Approximately 100% of the feedback is positive, although some note a preference for a faster pace in certain aspects.

    See all 1 projects

    Industry Experience

    Twenty Twenty Investment Advisors has demonstrated strong expertise in the business services sector, particularly in financial advising for 401(k) plans. Clients have noted their professionalism, effective project management, and comprehensive support during enrollment processes. The sentiment is positive, with clients appreciating their knowledge and thoroughness, though they recognize a tendency for a more cautious approach. This provider is well-suited for businesses looking for reliable financial advisory services.

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    Business services

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients of Twenty Twenty Investment Advisors generally express satisfaction with the company's pricing and overall value. One client noted an investment of approximately $25,000, highlighting the positive impact on their 401(k) enrollment and project management. The professionalism and expertise of the team were particularly praised, although some clients mentioned a preference for a quicker pace in decision-making. Overall, the sentiment reflects a strong value for money.
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  • Bookkeeping At Ease Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Ramona, CA

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Bookkeeping At Ease is a bookkeeping and accounting firm that collaborates closely with clients' accountants to manage financial tasks. Overall feedback is positive, with 100% of reviewers highlighting their effective project management and commitment to deadlines. Clients appreciate their reliability, although there is a suggestion to expand their team to manage increasing workloads efficiently.

    See all 1 projects

    Industry Experience

    Bookkeeping At Ease has received positive feedback primarily from the business services sector, where clients have praised their reliable bookkeeping and collaborative approach with accountants. Their strengths include effective project management and consistent performance in meeting deadlines, which have led to cost reductions for clients. Overall, they are well-suited for businesses seeking thorough and dependable bookkeeping services, particularly in the business services industry.

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    Business services

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients generally perceive Bookkeeping At Ease as offering good value for money, with one client noting a $10,000 investment has led to reduced costs and enhanced financial oversight. The consistency in delivering monthly bookkeeping services has been praised, highlighting their commitment to deadlines. However, there are suggestions for improvement, particularly in expanding their team to manage increasing workloads, indicating a potential concern regarding scalability.
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Ability to deliver
Focus
Clutch Leaders Matrix

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

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

List of the Best Strategic Financial Planning Firms

  1. Eqvista Logotype

    Eqvista

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Ability to deliver

    37.7/40.0
    19/20 Reviews
    8.9/10 Clients & Experience
    9.8/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  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
    View Profile Visit Website
  3. Oak Business Consultant Logotype

    Oak Business Consultant

    Undisclosed
    Undisclosed
    10 - 49
    Claymont, DE

    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
    View Profile Visit Website
  4. 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
    View Profile Visit Website
  5. 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
    View Profile Visit Website
  6. Greenback Expat Tax Services Logotype

    Greenback Expat Tax Services

    Undisclosed
    Undisclosed
    10 - 49
    Grandville, MI

    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
    View Profile Visit Website
  7. 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
    View Profile Visit Website
  8. 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
    View Profile Visit Website
  9. Integra Group Logotype

    Integra Group

    $1,000+
    $50 - $99 / hr
    50 - 249
    Shanghai, China

    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
    View Profile Visit Website
  10. 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

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  11. 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
    View Profile Visit Website
  12. 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
    View Profile Visit Website
  13. 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
    View Profile Visit Website
  14. 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
    View Profile Visit Website
  15. Abacus First Solutions Logotype

    Abacus First Solutions

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

    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
    View Profile Visit Website
  16. 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
    View Profile Visit Website
  17. 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

    27/40.0
    16.6/20 Reviews
    5/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  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

    Service focus

    80% Financial Advising & Planning
    20% Other
    View Profile Visit Website
  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
    View Profile Visit Website
  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

    Service focus

    80% Financial Advising & Planning
    20% Other
    View Profile Visit Website
  21. 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
    View Profile Visit Website
  22. 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
    View Profile Visit Website
  23. 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
    View Profile Visit Website
  24. Gondaliya CPA - AFFORDABLE Corporate Tax Expert Logotype

    Gondaliya CPA - AFFORDABLE Corporate Tax Expert

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

    Ability to deliver

    22.5/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  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
    View Profile Visit Website
  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
    View Profile Visit Website
  27. Smith Mandel & Associates LLP Logotype

    Smith Mandel & Associates LLP

    Undisclosed
    Undisclosed
    10 - 49
    Burbank, CA

    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. Fxtriangle Logotype

    Fxtriangle

    $5,000+
    Undisclosed
    2 - 9
    Amsterdam, Netherlands

    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
  29. Finsights Group Logotype

    Finsights Group

    $1,000+
    $200 - $300 / hr
    2 - 9
    Toronto, Canada

    Ability to deliver

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

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  30. PIVOT Legal and Tax Advisory Logotype

    PIVOT Legal and Tax Advisory

    $1,000+
    $25 - $49 / hr
    2 - 9
    Tiranë, Albania

    Ability to deliver

    23.7/40.0
    16.2/20 Reviews
    3.5/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website

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