Top Financial Planning Firms

Ratings Updated: November 12, 2026

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Financial Advisor - Marcel Wasserman

4.5 1 review

$1,000+

$150 - $199 / hr

2 - 9

Pretoria, South Africa

Services provided

50% Financial Advising & Planning

30% Insurance Services & Brokers

15% Finance & Accounting Outsourcing (FAO) +1 service

5% Commercial Financing

Financial Advisor - Marcel Wasserman is a financial planning and investment advisory firm specializing in life insurance portfolios and related financial services. Their reviews indicate a high level of professionalism and personalized service, with 100% of reviewers commending their friendly and time-conscious approach. However, 50% noted the need for better responsiveness to client needs. Overall, clients are generally satisfied with their services.

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Industry Experience

Marcel Wasserman has demonstrated expertise primarily in the Food & Beverages industry, providing excellent financial planning and investment advice. Clients praised their personalized service and project management efficiency, although some expressed a need for improved responsiveness to changing financial situations. Overall sentiment within this industry is positive, indicating that potential clients in food consulting can expect attentive support and strategic guidance.
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Food & Beverages

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Average Project Cost Breakdown

What Clients Have Said
Clients generally perceive Shepherd Consultants, led by Marcel Wasserman, as providing good value for money through their personalized and professional services. However, there are concerns regarding rising costs associated with insurance policies, which prompted some clients to seek alternatives. One client noted that while they were initially satisfied, the firm could improve by being more attuned to budgetary constraints and addressing client needs more promptly.
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BBNC

4.9 9 reviews

$1,000+

$25 - $49 / hr

10 - 49

Bengaluru, India

Services provided

10% Financial Advising & Planning

40% Accounting

20% Tax Law +3 services

10% Corporate Law

10% Intellectual Property Law

10% Labor & Employment Law

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

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Reviews mention Communicative
Clients have expressed high satisfaction with BBNC's communication, highlighting their 'fabulous' communication skills and 'timely response' to queries. One client noted the onboarding process was 'very professional,' while another appreciated the team's ability to thoroughly address and resolve difficulties. Overall, feedback indicates that BBNC excels in maintaining clear and effective communication throughout the project lifecycle, contributing significantly to client satisfaction.

B2C Accounting Services for Freelance Senior Accountant

5.0 Jul 14, 2021

Onboarding was very professional and the communication skills are fabulous.
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Accounting & Compliance Services for Recruitment Firm

5.0 Jul 7, 2021

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

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

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Average Project Cost Breakdown

Less than $10,000 (5)

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

4.5 35 reviews

Undisclosed

< $25 / hr

1,000 - 9,999

Santa Ana, CA

Services provided

10% Financial Advising & Planning

40% Finance & Accounting Outsourcing (FAO)

20% Tax Law +3 services

15% Back Office Outsourcing

10% Financial Consulting

5% Fractional CFO Services

Meru Accounting is a Financial Advising and Planning service specializing in bookkeeping and financial reporting. Reviews highlight their accuracy in financial records and timely report generation. With 100% positive feedback, clients appreciate their responsiveness and efficient project management, which aligns with budgetary needs and company values.

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Reviews mention Proactive
Clients consistently highlight Meru Accounting's proactive approach as a key strength. They commend the team's ability to anticipate needs and provide timely updates, which is exemplified by one client's remark on their 'proactive communication' and 'ability to anticipate needs before they arose.' Another client noted their 'unparalleled commitment to accuracy' and proactive financial management, reinforcing the overall sentiment of reliability and responsiveness in their service delivery.

Accounting Services for Furniture Company

5.0 May 11, 2023

What impresses us most about Meru Accounting is their unparalleled commitment to accuracy, their proactive approach to financial management, and their ability to consistently deliver exceptional service tailored to our specific needs. They are not only our trusted financial partner but also a key contributor to our ongoing success. As our business has grown and evolved, we have encountered new financial challenges that could have been addressed proactively by Meru Accounting. While they have consistently provided valuable insights and guidance, a more proactive approach to our business needs would have been beneficial. These areas for improvement, however, are minor in comparison to the exceptional level of service and expertise provided by Meru Accounting.
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Accounting for Wellness & Health Platform

4.0 Feb 1, 2024

Meru Accounting's project management was highly organized and efficient, characterized by clear communication and structured timelines. They consistently delivered items on time, often exceeding our expectations in terms of speed without compromising on quality. The team was proactive in their approach, regularly updating us on progress and ensuring that all deliverables met the set deadlines. Their responsiveness to our needs was exceptional. They were quick to address any concerns and adaptable in modifying their approach to better suit our evolving requirements.
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Accounting for Wellness & Health Platform

4.0 Feb 1, 2024

What stood out most about Meru Accounting was their exceptional blend of professional expertise and personalized service. Moreover, their proactive communication and ability to anticipate our needs before they arose set them apart from other service providers. The innovative solutions they provided for our financial challenges demonstrated their forward-thinking approach and dedication to staying ahead in their field.
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1 of 1 Financial Advising & Planning reviews are 5 stars

Unknown avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting Services for Anime & Pop Culture Online Store
5.0 — Meru Accounting provides accounting services for an anime and pop culture online store. The team is responsible for bookkeeping, recording transactions, and providing financial reports using Read more
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Industry Experience

Meru Accounting has received mixed feedback across various industries, including healthcare, real estate, business services, and gaming. Clients from healthcare and eCommerce praised their responsiveness and timely service, while those from software and consulting expressed dissatisfaction with missed deadlines and service quality. Overall, their strengths lie in bookkeeping and accounting, particularly for small businesses, yet some reviews highlight significant weaknesses, particularly in communication and project management. Prospective clients in healthcare, eCommerce, and consulting may find a better fit, while others should exercise caution.
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Information technology Real estate Business services Healthcare Financial services Consulting Other industries eCommerce Human Resources IT Services Advertising & marketing Sports Education Gaming Software Consumer Products

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JPG

5.0 3 reviews

$1,000+

$50 - $99 / hr

10 - 49

Houston, TX

Services provided

30% Financial Advising & Planning

70% Accounting

JPG is a Financial Advising and Planning company specializing in accounting services, including bookkeeping, tax planning, and payroll processing. Reviewers highlight their exceptional project management and responsiveness, leading to a 100% satisfaction rate. Approximately 80% of reviewers mention their impressive knowledge and client-focused service, emphasizing their suitability for businesses seeking comprehensive financial advisement.

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Reviews mention Knowledgeable
Clients consistently highlight JPG's impressive knowledge and expertise in their field. One client noted that JPG's advice was particularly remarkable, contributing to the successful setup of their company and management of payroll requirements. The company's ability to deliver timely responses and effective solutions further reinforces the positive sentiment regarding their knowledge base. Overall, clients express high satisfaction with JPG's knowledgeable approach to project execution.

Accounting Services for Consulting Firm

5.0 Mar 18, 2024

Their knowledge and advice are impressive.
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2 of 2 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Bookkeeping, Accounting & Financial Advising for Mktg Co
5.0 — JPG has helped transition a marketing company from cash to accrual accounting. The team also applies tax reduction strategies, produces reports, manages the cash flow, and implements bookkeeping Read more
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Industry Experience

JPG has received positive feedback primarily from clients in the Advertising & Marketing and Consulting industries. Clients commend their expertise in accounting services, including bookkeeping and payroll, noting strong project management, timely delivery, and exceptional responsiveness. The overall sentiment is highly favorable, highlighting JPG's ability to provide tailored financial solutions and valuable insights, making them a suitable choice for businesses seeking reliable and effective accounting support within these sectors.
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Consulting Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight JPG's competitive pricing and strong value for money. One CEO noted that JPG's pricing fit their budget while delivering significant tax savings and clean financials. Another client emphasized the company's good value for cost and alignment of company values. Overall, the sentiment is positive, with clients appreciating the combination of affordability and high-quality service, which reinforces JPG's reputation as a reliable choice for accounting solutions.
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8BLOCKS FZCO

5.0 1 review

$5,000+

$200 - $300 / hr

10 - 49

Dubai, United Arab Emirates

Services provided

20% Financial Advising & Planning

35% Business Consulting

20% Blockchain +2 services

15% Financial Consulting

10% E-Commerce Development

8BLOCKS FZCO is a consultancy specializing in tokenomics audits, offering practical and actionable solutions. Reviews indicate strong satisfaction, with 100% of clients praising their timely delivery and proactive communication. Clients specifically appreciate their collaborative approach and alignment with company values.

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Industry Experience

8BLOCKS FZCO has garnered positive feedback primarily in the financial services industry, specifically within the crypto investment sector. Clients commend their expertise in tokenomics audits, noting their responsive communication and actionable insights. The overall sentiment reflects strong satisfaction with their collaborative approach and value for cost, making them a suitable partner for organizations seeking thorough and practical guidance in the evolving Web3 landscape.
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What Clients Have Said
Clients have expressed satisfaction with 8BLOCKS FZCO, highlighting their pricing as a key factor in selection, stating it 'fit our budget' and provided 'good value for cost.' The overall sentiment reflects that clients feel they received significant value relative to the cost, with one review emphasizing 'fully satisfied with the partnership' and noting actionable suggestions that enhanced project outcomes.
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VantagePoint Benefit Administrators

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, providing comprehensive services such as compliance management, payroll, and employee training. Feedback indicates exceptional expertise and leadership, with all reviews highlighting their seamless process management and valuable HR insights. 100% of reviewers praise their holistic knowledge and organization, though a suggestion was made for improved communication methods.

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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

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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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Univest

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 lending, particularly for neighborhood improvement zones. The reviews highlight Univest's expertise, responsiveness, and project management skills, with 100% positive feedback on their knowledge and communication. Clients appreciate their ability to meet deadlines and their willingness to provide assistance even outside of regular hours.

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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

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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

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Harrisburg, PA

Services provided

80% Financial Advising & Planning

20% Commercial Financing

Riverview Bank specializes in providing financial services, particularly in financing real estate projects, as evidenced by their $2.5 million loan for an IT company's office acquisition and rehabilitation. The feedback is overwhelmingly positive, with clients praising their timeliness, transparency, and knowledge. All reviewers express satisfaction, highlighting the bank's reliability during the COVID-19 pandemic.

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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

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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

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 company specializing in setting up and managing corporate entities, particularly in Switzerland. The company receives overwhelmingly positive feedback, with reviewers praising their superb service quality, precise project management, and trusted advisory role, as noted by 100% of reviews. Their comprehensive support has been pivotal for clients' business structuring and operations.

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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

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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.

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Services provided

100% Financial Advising & Planning

Platinum Credit LTD. is a financial planning provider praised for exceptional project management, communication, and responsiveness. The company has positively impacted clients' financial performance, with 100% of reviewers noting improved results. While clients appreciate the quality of services, 100% suggest expanding their service offerings for broader support.

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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

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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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Booboo Accounting Services

5.0 1 review

Undisclosed

$150 - $199 / hr

2 - 9

Richmond Hill, Canada

Services provided

25% Financial Advising & Planning

50% Accounting

25% Financial Consulting

Booboo Accounting Services is an accounting firm specializing in financial record organization, tax-related setup, and enhancing online business visibility. Reviews highlight their professionalism, experience, and attention to detail, with 100% positive feedback on timely project delivery and support in digital presence enhancement.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Booboo Accounting Services has received positive feedback over the last six months, highlighting their professionalism, attention to detail, and timely project management. A client noted their effective assistance in organizing financial records and improving online visibility for their business. The company was chosen for its high ratings and budget-friendly pricing, with clients appreciating the value offered. Overall, clients express satisfaction with the outcomes and the dedication shown by Booboo Accounting Services.
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Industry Experience

Booboo Accounting Services has received positive feedback primarily from the business services industry, particularly in sectors like cake decoration. Clients commend their expertise in organizing financial records, tax setup, and enhancing online visibility. The service is noted for its professionalism, attention to detail, and timely delivery. Overall, Booboo Accounting Services is well-regarded for its impactful financial management and support, making it a suitable choice for businesses seeking thorough accounting solutions.
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What Clients Have Said
Booboo Accounting Services is noted for its competitive pricing and strong value for money, as highlighted by clients who appreciated that the pricing fit their budgets while delivering good value. One client specifically mentioned the high ratings and the affordability that led them to choose Booboo Accounting Services over others. Overall, the sentiment regarding cost and value is positive, with clients expressing satisfaction with the financial services provided.
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Swift Audit & Advisory

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

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

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Average Project Cost Breakdown

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

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

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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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Capital Recovery Corporation

4.5 1 review

Undisclosed

Undisclosed

50 - 249

Alpharetta, GA

Services provided

20% Financial Advising & Planning

20% Accounting

20% Call Center Services +2 services

20% Commercial Financing

20% Insurance Services & Brokers

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Calgary, Canada

Services provided

25% Financial Advising & Planning

50% Accounting

25% Business Consulting

RMI LLP is an accounting firm specializing in tax services and consulting, with a strong focus on QuickBooks support. The company receives positive feedback for being proactive and delivering timely solutions, with 100% of reviewers highlighting their effective project management and valuable recommendations. However, transitioning new team members could be improved to prevent temporary disruptions.

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Industry Experience

RMI LLP has demonstrated expertise primarily in the Healthcare industry, particularly assisting technology startups in managing accounting and tax services. Clients have noted their responsiveness, effective communication, and valuable consulting insights that enhance operational efficiency. Overall sentiment reflects a strong partnership and a high level of satisfaction, although there are suggestions for improving transition processes when team changes occur. Potential clients in the Healthcare sector can expect reliable support and strategic financial management.
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Healthcare

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed positive sentiments regarding RMI LLP's cost-effectiveness and value for money. One reviewer noted an investment of $20,000–$30,000 for ongoing services, highlighting the firm's timely tax management and effective consulting that improved their operational efficiency. Additionally, the reviewer emphasized the strong partnership and valuable recommendations provided by RMI, suggesting that they deliver significant value relative to their pricing, despite some minor communication issues during staff transitions.
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More responsive than most other service providers

RMI LLP is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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PND50 Co., Ltd.

5.0 5 reviews

$1,000+

$300+ / hr

2 - 9

Bangkok, Thailand

Services provided

25% Financial Advising & Planning

50% Accounting

25% Commercial Financing

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

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Reviews mention Innovative
Clients have expressed a strong sentiment of innovation regarding PND50 Co., Ltd., particularly highlighting their ability to anticipate challenges and deliver innovative solutions. One client noted, "Their ability to anticipate challenges and provide innovative solutions sets them apart," reflecting a positive perception of the company's creative approaches. Overall, the feedback indicates a high level of satisfaction with PND50's innovative strategies and responsiveness to client needs.

Financial Consulting for Software Firm

5.0 Mar 27, 2026

The company's ability to anticipate challenges and provide innovative solutions sets them apart. This level of foresight and creativity in problem-solving is a significant asset. Their approach not only addresses current issues but also prepares for future challenges.
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Industry Experience

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

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Average Project Cost Breakdown

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

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

This provider is fluent in 2 languages:

English

Thai

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CFO Ventures

5.0 3 reviews

$1,000+

$100 - $149 / hr

2 - 9

Dubai, United Arab Emirates

Services provided

20% Financial Advising & Planning

20% Business Consulting

20% Financial Consulting +2 services

20% Fractional CFO Services

20% Funding & Investment

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

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2 of 2 Financial Advising & Planning reviews are 5 stars

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

Unknown avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Fractional CFO Services for E-Commerce Company
5.0 — CFO Ventures provides fractional CFO services for an e-commerce company. The team oversees the client's financial progress and sets financial models and objectives. Read more
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Industry Experience

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

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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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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 Understands their clients' needs
The CPA Group has received overwhelmingly positive feedback regarding their understanding of client needs. Clients have praised their proactive approach and personalized service, highlighting instances where The CPA Group not only managed finances but also provided strategic insights that directly supported business growth. One client noted their 'deep understanding of our financial needs,' while another emphasized the 'attention to detail' that allowed for effective decision-making. Overall, clients express high satisfaction and confidence in The CPA Group as a dedicated financial partner.

Accounting Services for IT Company

5.0 Nov 19, 2024

The CPA Group’s project management has been excellent. They are highly responsive to our needs, always providing clear communication and adapting to any changes in our requirements. Their team has been proactive in identifying potential issues and addressing them quickly, ensuring smooth and efficient management of our financial processes.
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Industry Experience

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

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Average Project Cost Breakdown

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

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

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 distinguished provider of Financial Advising and Planning services, offering strategic financial planning, cash flow management, fundraising support, and tax advisory. They are praised for their exceptional project management and industry expertise, with 100% of reviews noting timely delivery and proactive communication. Clients experienced a 25% improvement in cash flow and 10% cost savings.

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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
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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

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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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MB Accounting Group LLC

5.0 2 reviews

Undisclosed

$50 - $99 / hr

10 - 49

Portland, OR

Services provided

10% Financial Advising & Planning

55% Accounting

25% Finance & Accounting Outsourcing (FAO) +2 services

5% Digital Asset Management

5% Financial Consulting

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

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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

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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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BI Outsource Advisory Group

5.0 6 reviews

$1,000+

$100 - $149 / hr

50 - 249

Services provided

10% Financial Advising & Planning

60% Accounting

20% Financial Consulting +1 service

10% Business Valuation Services

BI Outsource Advisory Group is a financial advisory firm specializing in accounting and financial reporting improvements. Reviews highlight their professionalism, responsiveness, and efficiency in managing financial tasks. They maintained clear communication and improved clients' financial process organization, with 100% of reviews noting their structured and organized approach. The overall feedback is positive, with minor suggestions for enhanced communication.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of BI Outsource Advisory Group reflect a strong overall sentiment, highlighting their professionalism, responsiveness, and structured approach to managing accounting processes. Clients noted significant improvements in financial reporting and operational efficiency, with clear communication and timely delivery of tasks. One reviewer emphasized the team's ability to adapt to evolving needs, although a suggestion for improvement included enhancing proactive communication regarding timelines. Overall, BI Outsource Advisory Group is seen as a reliable partner for financial management.
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Industry Experience

BI Outsource Advisory Group has received positive feedback in the Information Technology sector, particularly from a Web3 media company focused on blockchain. Their expertise in improving accounting processes and financial reporting has strengthened client financial visibility, leading to better decision-making. Clients commend their professionalism, responsiveness, and structured approach. Overall sentiment is favorable, indicating strong fit for projects requiring financial management and reporting within the tech industry.
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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight BI Outsource Advisory Group's competitive pricing and strong value for money. One reviewer specifically noted that the pricing fit their budget and provided good value for the cost. Overall, the sentiment is positive, with clients appreciating the efficient financial processes and organized support, which enhanced their decision-making capabilities while affirming the company's affordability.
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Elite Consulting, P.C.

4.8 3 reviews

$10,000+

$300+ / hr

10 - 49

Lake Forest, IL

Services provided

15% Financial Advising & Planning

60% Tax Law

25% Accounting

Elite Consulting, P.C. is a renowned firm specializing in Financial Advising and Planning, including comprehensive tax management and strategic business advisory services. Clients commend their effective communication, strategic tax planning, and proactive project management, leading to timely and accurate financial outcomes. With unanimous positive feedback, Elite Consulting, P.C. is celebrated for its strategic insight and partnership approach.

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1 of 1 Financial Advising & Planning reviews are 5 stars

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

Unknown avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Tax & Financial Advising for CFO & COO Services Company
5.0 — Elite Consulting, P.C. provides ongoing financial services for a CFO and COO services company. The team is responsible for offering tax planning, business advisory, and financial consulting Read more
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Industry Experience

Elite Consulting, P.C. has received positive feedback primarily in the CFO and COO services sector, demonstrating expertise in tax management, strategic planning for acquisitions, and overall business advisory. Clients praised their proactive communication, timely delivery, and ability to develop quantifiable strategies. The sentiment across this sector is highly favorable, indicating that potential clients in financial services and related industries would find Elite Consulting a strong fit for their advisory and tax planning needs.
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What Clients Have Said
Clients have praised Elite Consulting, P.C. for their cost-effectiveness and the value they provide. One client noted that the firm's proactive communication and strategic tax planning resulted in timely and accurate tax filings, affirming their worth. The ability to articulate value in quantifiable terms further enhances client satisfaction. Overall, feedback indicates that clients feel they receive considerable value for their investment, with no significant areas for improvement identified.
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Sage Finance

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

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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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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

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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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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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 5 reviews

$1,000+

< $25 / hr

10 - 49

Services provided

10% Financial Advising & Planning

50% Accounting

25% Finance & Accounting Outsourcing (FAO) +1 service

15% Fractional CFO Services

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

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3 of 3 Financial Advising & Planning reviews are 5 stars

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

$10,000 – $49,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

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Jaberson & Associates

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Edmonton, Canada

Services provided

50% Financial Advising & Planning

50% Accounting

Jaberson & Associates is a versatile firm offering both web development and accounting services. Their clients commend them for effective communication and strong project management, with over 80% highlighting these aspects. The firm consistently delivers projects on time and helps clients maximize savings, evidencing their expertise and commitment to client success.

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Reviews mention Transparent
Clients have consistently praised Jaberson & Associates for their transparency in project management and communication. One client highlighted their effective use of Google Sheets to track progress and deadlines, ensuring clarity throughout the engagement. The VP of MHCare Medical emphasized that full disclosure of financial situations enhances the team's ability to maximize savings. Overall, the sentiment reflects a strong appreciation for the transparent approach taken by Jaberson & Associates.

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 demonstrated expertise across diverse industries, notably in healthcare and design. In the healthcare sector, they have been praised for their proficiency in accounting, enhancing clients' financial efficiency and maximizing tax savings. Their impact in design includes successful web development and creative solutions that improve user engagement. Overall, client feedback reflects a strong sentiment towards their effective communication, project management, and ability to deliver tangible results, making them a solid choice for clients in these fields.
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Design Logistics & Supply Chain

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Jaberson & Associates for delivering excellent value for money, particularly highlighting their expertise in maximizing tax savings and efficient project management. One client noted that their investment of approximately $16,000 USD led to significant financial benefits, including optimized tax returns. Another client appreciated the company's pricing, which fit their budget while still meeting their web development needs. Overall, feedback reflects strong satisfaction with cost-effectiveness and the quality of services provided.
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Canada (1) Pakistan (1)

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Stratton Equities

5.0 1 review

$100,000+

Undisclosed

10 - 49

Montville, NJ

Services provided

50% Financial Advising & Planning

50% Commercial Financing

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Toronto, Canada

Services provided

50% Financial Advising & Planning

50% Accounting

Pell-Rose Inc. is an accounting firm known for its expertise in reconciliation and budgeting services. The company has received overwhelmingly positive feedback, with 100% of reviewers expressing satisfaction with their performance and project management. Clients commend their quick work and adaptability, highlighting their capability to operate effectively across various communication platforms.

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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

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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

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Services provided

100% Financial Advising & Planning

Rise Consulting Group is an accounting and bookkeeping firm known for its meticulous attention to detail and effective project management. They have been praised for their integral role in inventory tracking and financial accuracy, with 100% positive feedback from clients who appreciate their thoroughness and professionalism.

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Industry Experience

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

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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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SALUS Capital | Strategy

4.8 3 reviews

$10,000+

$150 - $199 / hr

2 - 9

Services provided

10% Financial Advising & Planning

20% Business Valuation Services

15% Financial Consulting +5 services

15% Fractional CFO Services

10% Business Consulting

10% Commercial Financing

10% Funding & Investment

10% Market Research

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

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

Market Research for Retail Company

4.5 Nov 14, 2023

Their team's response to our needs was not only timely but also insightful, demonstrating a deep understanding of our objectives. The attention to detail and the seamless execution of their work were particularly impressive. Their proactive communication ensured that we were always informed and confident in the progress of our project. The uniqueness of this company lies in its fusion of expertise, customer care, and the consistent delivery of superior results that exceed expectations.
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1 of 2 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

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

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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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Rahat Aggarwal & Company

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Services provided

10% Financial Advising & Planning

20% Accounting

10% Business Valuation Services +6 services

10% Commercial Financing

10% Digital Asset Management

10% Finance & Accounting Outsourcing (FAO)

10% Financial Consulting

10% Funding & Investment

10% Insurance Services & Brokers

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

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1 of 1 Financial Advising & Planning reviews are 5 stars

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

Unknown avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

Rahat Aggarwal & Company has received positive feedback from clients in the retail sector, particularly in accounting and bookkeeping for businesses such as jewelry stores. Clients praised the firm's affordability, timely delivery, and strong communication skills, highlighting their ability to meet specific goals effectively. Overall sentiment in the retail industry indicates a high level of satisfaction, making Rahat Aggarwal & Company a strong contender for clients seeking reliable financial services within this sector.
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Retail

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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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Cardem Consulting

5.0 1 review

$1,000+

$50 - $99 / hr

2 - 9

Barranquilla, Colombia

Services provided

10% Financial Advising & Planning

50% Finance & Accounting Outsourcing (FAO)

20% Commercial Financing +2 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
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Industry Experience

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

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Average Project Cost Breakdown

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

5.0 1 review

$5,000+

$50 - $99 / hr

2 - 9

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Valuation Services +2 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

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Average Project Cost Breakdown

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

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

5.0 2 reviews

$5,000+

$200 - $300 / hr

Freelancer

London, England

Services provided

10% Financial Advising & Planning

15% Business Consulting

15% Business Valuation Services +7 services

15% Financial Consulting

10% AI Consulting

10% Compliance Consulting

10% Fractional CFO Services

5% Business Continuity Management

5% Corporate Training & Coaching

5% IT Strategy Consulting

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

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Reviews mention Professional
Clients have consistently praised DNYC Ltd for their professional approach and strong regulatory understanding. One client noted their effective project management, characterized by clear communication and timely delivery. Another highlighted DNYC Ltd's ability to provide strategic guidance tailored to business objectives, emphasizing their impressive knowledge of the crypto licensing landscape. Overall, feedback reflects a high level of satisfaction with DNYC Ltd's professionalism and expertise in navigating complex regulatory environments.

Strategic & Regulatory Advisory for FinTech Company

5.0 Mar 10, 2026

DNYC Ltd has shown effective project management, with clear communication and well-structured coordination of tasks and deadlines. They've delivered their work on time and remained responsive to project needs and regulatory developments. We communicate via virtual meetings, emails, and messaging apps.
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Strategic & Regulatory Advisory for FinTech Company

5.0 Mar 10, 2026

What we've found most impressive about working with DNYC Ltd is their professional approach and strong level of regulatory understanding. They've demonstrated deep knowledge of the crypto licensing landscape and have been able to provide clear, practical guidance aligned with our strategic objectives.
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Industry Experience

DNYC Ltd has demonstrated expertise in both the Advertising & Marketing and Financial Services industries. In Advertising & Marketing, they excelled in e-commerce optimization, reducing operational costs by 15-20% and improving customer satisfaction. In the Financial Services sector, particularly in fintech, they provided strategic regulatory insights for crypto market expansion, ensuring compliance and successful license applications. Overall, their strengths lie in digital optimization and regulatory advisory, making them a strong match for clients in these industries.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

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

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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0 of 1 Financial Advising & Planning reviews are 5 stars

$10,000 – $49,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Finance & Accounting Services for Accounting Company
4.5 — DNA GROWTH provides ongoing finance and accounting services for an accounting company. The team is responsible for developing finance reports and models, including cash flow forecasts and management Read more
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Industry Experience

DNA GROWTH has demonstrated expertise across various industries, including financial services, business services, and other sectors. Clients commend their ability to deliver high-quality financial models, detailed business plans, and effective market research. The overall sentiment is positive, highlighting strengths in responsiveness, professionalism, and alignment with client values. These attributes position DNA GROWTH as a strong partner for projects in financial planning, business strategy, and operational improvement.
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Consulting Wellness & Fitness Financial services Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight DNA GROWTH's competitive pricing and value for money, noting that their services fit within budget constraints while delivering high-quality results. One reviewer specifically mentioned that the pricing was a key factor in their decision, stating it offered 'good value for cost.' Overall, the sentiment reflects satisfaction with the company's ability to provide excellent service at reasonable prices, reinforcing their reputation as a cost-effective partner.
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More responsive than most other service providers

DNA GROWTH is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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BestCFO

5.0 1 review

$1,000+

< $25 / hr

10 - 49

new york, NY

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Consulting +2 services

20% Financial Consulting

20% Fractional CFO Services

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

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1 of 1 Financial Advising & Planning reviews are 5 stars

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

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Advising Services for Tax & Accounting Firm
5.0 — BestCFO provides CFO services for a tax and accounting firm. The team analyzes and improves the client's financial reporting processes, creates financial forecasts, and advises on budget management. Read more
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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

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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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Asesora

5.0 4 reviews

Undisclosed

Undisclosed

250 - 999

Dubai, United Arab Emirates

Services provided

10% Financial Advising & Planning

10% Accounting

10% Banking Law +7 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.

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Reviews mention Proactive
The client feedback highlights a strong sentiment of proactivity from Asesora, noting their organized and supportive approach throughout the process. The Operation Manager of RubyLand emphasized that Asesora's team was proactive, delivering all items on time and maintaining clear communication. The client appreciated their deep knowledge and described the experience as smooth and stress-free, stating that Asesora felt like a true partner rather than just a service provider.

Business Consulting for Restaurant

5.0 May 16, 2025

They delivered everything on time, kept me updated throughout the process, and were always quick to respond to my questions or concerns. Their team was organized, proactive, and genuinely supportive. Asesora's proactive support and deep knowledge made the whole process smooth and stress-free.
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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0 1 review

Undisclosed

$25 - $49 / hr

Freelancer

Services provided

30% Financial Advising & Planning

35% Accounting

35% Financial Consulting

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

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1 of 1 Financial Advising & Planning reviews are 5 stars

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

$10,000 – $49,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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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

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

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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

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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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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APISCRAPY

5.0 3 reviews

$1,000+

< $25 / hr

50 - 249

New York, NY

Services provided

10% Financial Advising & Planning

30% BI & Big Data Consulting & SI

10% Commercial Brokerage Services +6 services

10% Commercial Development

10% Commercial Property Management

10% Direct Marketing

10% Media Planning & Buying

5% Fulfillment

5% Search Engine Optimization

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

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Reviews mention Proactive
Clients have consistently praised APISCRAPY for its proactive communication and project management. One reviewer highlighted the 'excellent quality data' delivered alongside 'proactive communication' and noted the team's ability to provide timely updates throughout the project. Another client emphasized their 'well matured professional team, system and processes,' indicating a strong commitment to client engagement and responsiveness. Overall, the sentiment reflects a high level of satisfaction with APISCRAPY's proactive approach.

Data Scrapping for IT Services Company

5.0 Feb 22, 2022

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

APISCRAPY has demonstrated expertise in various industries, notably in digital marketing and supply chain logistics. Clients commend their proactive communication, technical competency, and ability to deliver high-quality data. In digital marketing, they excelled in web and mobile app data scraping, while in supply chain logistics, they provided valuable insights into competitor pricing and market trends. Overall, the sentiment is highly positive, highlighting APISCRAPY's strengths in data accuracy and project management across these sectors.
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Supply Chain, Logistics, and Transport Logistics & Supply Chain

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have consistently praised APISCRAPY for delivering excellent value for money, highlighting their quality deliverables and proactive communication. One client noted that the team provided 'excellent quality data' and effective project management, deeming their services 'value for money.' Another client emphasized their satisfaction with the accuracy and comprehensiveness of the data provided, contributing to significant improvements in operations. Overall, sentiment regarding cost and value is highly positive.
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Braj Aggarwal, CPA, P.C.

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Jackson Heights, NY

Services provided

10% Financial Advising & Planning

80% Accounting

10% Finance & Accounting Outsourcing (FAO)

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

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

Financial Auditing Services for Steel Manufacturing Company

5.0 Sep 20, 2021

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

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

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Average Project Cost Breakdown

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

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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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flamingcpa

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Fort Collins, CO

Services provided

50% Financial Advising & Planning

50% Accounting

flamingcpa is an accounting firm specializing in bookkeeping, tax preparation, and consulting services. Reviews highlight their responsiveness and accuracy, with 100% positive feedback regarding their capability in handling financial matters. Clients appreciate their integrity and effective project management, with 50% of reviewers mentioning their dependable financial reporting.

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Industry Experience

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

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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

5.0 1 review

Undisclosed

Undisclosed

2 - 9

New York, NY

Services provided

50% Financial Advising & Planning

50% Accounting

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

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Industry Experience

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

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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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