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Top Financial Planning Firms

Ratings Updated: September 10, 2026
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List of the Best Strategic Financial Planning Firms

  • Ambit Tax & Accounting Logotype

    Ambit Tax & Accounting

    4.8 3 reviews
    $1,000+
    < $25 / hr
    10 - 49

    Services provided

    30% Financial Advising & Planning
    70% Accounting

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

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    Reviews mention Great project management

    Clients have praised Ambit Tax & Accounting for their exceptional project management capabilities, highlighting their punctuality in task delivery and instant responsiveness through various communication channels. One client noted, 'They're very good at project management — they always deliver tasks on time,' demonstrating consistent reliability. Additionally, the client appreciated the team's skill level and dedication, stating, 'their team always works hard and delivers on time,' reflecting an overall positive sentiment towards their project management effectiveness.
    • Bookkeeping Services for Business Consulting Company
      5.0 Nov 27, 2022

      They're very good at project management — they always deliver tasks on time. Moreover, they respond to us instantly whenever we reach out to them through WhatsApp or phone calls. We also use email, Zoom, Telegram, and Slack for communication.

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    Industry Experience

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

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    Consulting Business services

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    5.0 1 review
    $1,000+
    Undisclosed
    2 - 9
    Grandchester, Australia

    Services provided

    35% Financial Advising & Planning
    55% Business Consulting
    10% Financial Consulting

    Coast to Country Solutions is a consulting firm specializing in Financial Advising and Planning services. Reviews highlight their expertise in financial benchmarking and business diagnostics, with 100% of clients noting significant improvements in profit margins and business value. Clients commend their exceptional project management and personalized approach, leading to high satisfaction and strong client referrals.

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    1 of 1 Financial Advising & Planning reviews are 5 stars
    Unknown avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Business Performance Diagnostic for Digital Marketing Co

    5.0 — A digital marketing company partners with Coast to Country Solutions to provide a financial benchmark and business performance diagnostic for their company. They help identify areas of improvement. Read more
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    Industry Experience

    Coast to Country Solutions has demonstrated expertise primarily in the IT Services and Digital Marketing sectors. Clients have praised their customized approaches, strong project management, and ability to deliver measurable outcomes such as improved profit margins and enhanced operational efficiency. The overall sentiment is highly positive, highlighting their commitment to understanding unique business challenges and fostering strong client relationships, making them a suitable partner for businesses seeking impactful consulting services.

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    IT Services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have praised Coast to Country Solutions for their competitive pricing and excellent value for money. One client noted that the company's pricing fit their budget while also aligning with their values, emphasizing the good value received for the cost. Additionally, the project management was highlighted as exceptional, with timely delivery and responsiveness to client needs, further reinforcing the perception of value in their services.
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  • Alexander Accountants, CPAs Logotype

    Alexander Accountants, CPAs

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49

    Services provided

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

    Alexander Accountants, CPAs is a consulting firm specializing in structuring companies for optimal tax savings. The reviews indicate a 100% positive feedback rate, highlighting their timely delivery, accuracy, and impressive knowledge. Clients report substantial tax savings, with one noting a $15,000 savings due to their guidance.

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    Industry Experience

    Alexander Accountants, CPAs has demonstrated expertise primarily in the Advertising & Marketing industry, providing consulting services that enhance tax efficiency for businesses. Clients appreciate their accurate tax structuring and guidance, which have resulted in significant savings. The overall sentiment reflects strong satisfaction with their knowledge, timely delivery, and effective communication. This firm is particularly well-suited for companies seeking financial consulting services to optimize tax strategies.

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    Advertising & marketing

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients express strong satisfaction with Alexander Accountants, CPAs regarding cost and value for money. One client noted they received 'good value for the cost' and achieved $15,000 in tax savings for an investment of less than $10,000. Overall, the sentiment reflects a positive perception of the firm's pricing in relation to the quality of services delivered, with no suggested areas for improvement.
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  • RMI LLP Logotype

    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

    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

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  • VantagePoint Benefit Administrators Logotype

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

    Services provided

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

    VantagePoint Benefit Administrators is an HR and benefits management company, 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

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    4.9 9 reviews
    $1,000+
    $25 - $49 / hr
    10 - 49
    Bengaluru, India

    Services provided

    10% Financial Advising & Planning
    40% Accounting
    20% Tax Law +3 services
    10% Corporate Law
    10% Intellectual Property Law
    10% Labor & Employment Law

    BBNC is a 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 Efficient

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

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

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    Industry Experience

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

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    Financial services IT Services Human Resources Other Industry Real estate Construction

    Average Project Cost Breakdown

    Less than $10,000 (5)

    What Clients Have Said

    BBNC is noted for its fair and transparent pricing structure, with clients appreciating the lack of hidden costs. One client highlighted the cost-effectiveness in comparison to hiring an in-house accountant, stating, 'the best part we decided to go with them is the cost.' Overall, feedback indicates that clients find their services reasonably priced and aligned with market rates, contributing to a positive perception of value for money.
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  • 8BLOCKS FZCO Logotype

    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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    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    In the last six months, client feedback for 8BLOCKS FZCO has been overwhelmingly positive. A notable review highlighted their effective tokenomics audit, with the client appreciating the team's responsiveness and practical recommendations. The client emphasized that the suggestions provided were actionable and aligned with their needs, leading to full satisfaction with the partnership. Overall, clients commend the company for its collaborative approach and value-driven solutions, with no reported areas for improvement.
    Read 1 Recent Review

    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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    Average Project Cost Breakdown

    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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  • Swift Audit & Advisory Logotype

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

    Services provided

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

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

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    Industry Experience

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

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    Education

    Average Project Cost Breakdown

    What Clients Have Said

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

    4.5 1 review
    Undisclosed
    Undisclosed
    50 - 249
    Alpharetta, GA

    Services provided

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

    Capital Recovery Corporation is a collections management company 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

    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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  • SALUS Capital | Strategy Logotype

    SALUS Capital | Strategy

    4.8 3 reviews
    $10,000+
    $150 - $199 / hr
    2 - 9

    Services provided

    10% Financial Advising & Planning
    20% Business Valuation Services
    15% Financial Consulting +5 services
    15% Fractional CFO Services
    10% Business Consulting
    10% Commercial Financing
    10% Funding & Investment
    10% Market Research

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

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    Reviews mention Collaborative

    Client feedback regarding SALUS Capital | Strategy highlights their collaborative approach, with one client praising their 'personalized approach to client service,' which fosters a genuine partnership rather than a transactional relationship. The team demonstrated exemplary project management by consistently meeting deadlines and responding insightfully to client needs. Their meticulous attention to detail and proactive communication were noted as impressive aspects of their collaboration, contributing to a successful project outcome.
    • Market Research for Retail Company
      4.5 Nov 14, 2023

      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. Their personalized approach to client service is noteworthy, making the experience not just transactional but genuinely collaborative.

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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

    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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  • CFO Ventures Logotype

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

    Services provided

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

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

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    2 of 2 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

    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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  • Cypher Logotype

    Cypher

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

    Services provided

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

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

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    Industry Experience

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

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    Arts, entertainment & music

    Average Project Cost Breakdown

    What Clients Have Said

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

    Biel Investment Capital

    5.0 1 review
    $10,000+
    $100 - $149 / hr
    2 - 9

    Services provided

    30% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment +2 services
    10% Business Consulting
    10% Financial Consulting

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

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    1 of 1 Financial Advising & Planning reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Investment Advisory Services for Business Consulting Co

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

    Biel Investment Capital has 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

    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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  • BI Outsource Advisory Group Logotype

    BI Outsource Advisory Group

    5.0 5 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

    In the past six months, clients have praised BI Outsource Advisory Group for their professionalism, responsiveness, and structured approach to improving financial processes. One client highlighted their ability to enhance the accuracy of financial records and reporting workflows, enabling better decision-making. Overall sentiment is positive, though some clients suggested improvements in proactive communication regarding timelines and task updates.
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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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  • DNA GROWTH Logotype

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

    Services provided

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

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

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    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
    Read 1 Review

    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

    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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    Australia (1) Canada (1) England (1)
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  • The CPA Group Logotype

    The CPA Group

    5.0 5 reviews
    $5,000+
    $300+ / hr
    10 - 49

    Services provided

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

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

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    Reviews mention 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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    Select Industry to see insights

    Cleaners Information technology Advertising & marketing

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Services provided

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

    Orbit Accountants is a 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.

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

    Financial Advising & Planning PROJECT HIGHLIGHT

    Fractional CFO & Financial Consulting for Payment Platform

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

    Industry Experience

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

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    Select Industry to see insights

    Financial services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have consistently praised Orbit Accountants for their competitive pricing and strong value for money. One client noted that their pricing fit within budget and highlighted the good value received for the cost. Additionally, the optimization of financial processes led to a 10% reduction in operational costs, further demonstrating their cost-effectiveness. Overall, the sentiment reflects satisfaction with the financial services provided, emphasizing both affordability and quality.
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  • PND50 Co., Ltd. Logotype

    5.0 5 reviews
    $1,000+
    $300+ / hr
    2 - 9
    Bangkok, Thailand

    Services provided

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

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

    See all 5 projects

    Reviews mention Timely

    Clients consistently praised PND50 Co., Ltd. for their timely project management and responsiveness. The Chief Operations Officer of TagPlus noted that all deliverables were delivered on time, while the Founder & CEO of ALOHAS emphasized their understanding of the urgency in providing documents for capital raising. Additionally, the Lead Cloud Engineer of Plarium highlighted that all project milestones were met punctually, reflecting a strong commitment to timelines. Overall, the sentiment regarding timeliness is overwhelmingly positive.
    • Financial Consulting for Software Firm
      5.0 Mar 27, 2026

      PND50's project management was top-notch. They delivered everything on time and were highly responsive to our needs.

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    • Custom Accounting System for Gaming Company
      5.0 Apr 2, 2026

      They managed the project very well. All deliverables were on time, and communication was clear. They were responsive and worked closely with our technical team when needed.

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

    Reviewed 3 times in the past 6 months

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

    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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  • Elite Consulting, P.C. Logotype

    5.0 1 review
    $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.

    See all 1 projects
    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    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
    Read 1 Review

    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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    Average Project Cost Breakdown

    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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  • Rahat Aggarwal & Company Logotype

    Rahat Aggarwal & Company

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9

    Services provided

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

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

    See all 1 projects
    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    Unknown avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Accounting Services for Retail Jewelry Store

    5.0 — Rahat Aggarwal & Company provided accounting and bookkeeping services for a jewelry retailer. The team also filed the client's income tax return and audited their finances. Read more
    Read 1 Review

    Industry Experience

    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

    Average Project Cost Breakdown

    What Clients Have Said

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

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

    Services provided

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

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

    See all 1 projects
    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    Less than $10,000 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Accounting Services for Digital Agency

    5.0 — ADYZER provided accounting services for a digital agency. The team managed e-commerce accounting, tracked sales, handled payroll processes, ensured tax compliance, and generated financial reports. Read more
    Read 1 Review

    Industry Experience

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

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    Select Industry to see insights

    Advertising & marketing

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

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

    Xcellency Accounting Outsourcing Company

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49

    Services provided

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

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

    See all 1 projects

    Industry Experience

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

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    Beauty & Cosmetics

    Average Project Cost Breakdown

    What Clients Have Said

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

    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.

    See all 2 projects

    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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    Select Industry to see insights

    Consulting Advertising & marketing

    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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  • Accountsly Logotype

    Accountsly

    5.0 5 reviews
    $1,000+
    < $25 / hr
    10 - 49

    Services provided

    10% Financial Advising & Planning
    50% Accounting
    25% Finance & Accounting Outsourcing (FAO) +1 service
    15% Fractional CFO Services

    Accountsly is a proficient financial advising and planning 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.

    See all 5 projects
    3 of 3 Financial Advising & Planning reviews are 5 stars
    3 new reviews for Financial Advising & Planning in past 6 months
    $10,000 – $49,000 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Accounting & Financial Advising for E-Commerce Company

    5.0 — Accountsly handled an e-commerce ocmpany's bookkeeping and sales tax management efforts. They cleared and managed the client's accounts, registered them for taxes, and handled their compliance Read more
    Read 3 Reviews

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    5.0 1 review
    Undisclosed
    Undisclosed
    Freelancer
    Denver, CO

    Services provided

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

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

    See all 1 projects

    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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    Select Industry to see insights

    Advertising & marketing

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

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

    Acceptare Technology Private Limited

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

    Services provided

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

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

    See all 1 projects

    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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    Select Industry to see insights

    Financial services

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

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

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

    Services provided

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

    Liv Data LLC is a financial advising and planning firm specializing in corporate financial advisory and implementation strategies for AI in finance operations. Their impressive problem-solving skills and industry knowledge consistently resonate with clients, as evidenced by overwhelmingly positive feedback. Clients appreciate their swift communication and consulting approach, with 100% of reviewers noting their deep expertise in financial advising and planning.

    See all 2 projects
    1 of 1 reviews is 5 stars
    1 new review for Financial Advising & Planning services
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    Recent reviews of Liv Data LLC highlight their exceptional consulting capabilities in AI-driven finance solutions. Clients commend their deep understanding of finance workflows, noting significant improvements in product roadmaps and market positioning for CFOs. The responsiveness and collaboration of their team were particularly praised, with one client emphasizing their quick communication and problem-solving skills. Overall, feedback indicates a strong alignment of values and high satisfaction with the service provided, leaving no noted areas for improvement.
    Read 1 Recent Review
    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    Unknown avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    AI Consulting for Finance Automation Platform

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

    Industry Experience

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

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    Select Industry to see insights

    Information technology Financial services

    Average Project Cost Breakdown

    What Clients Have Said

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

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

    Services provided

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

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

    See all 2 projects

    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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    Select Industry to see insights

    IT Services

    Average Project Cost Breakdown

    What Clients Have Said

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

    5.0 1 review
    Undisclosed
    Undisclosed
    250 - 999
    Souderton, PA

    Services provided

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

    Univest is a financial services company specializing in complex real estate 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.

    See all 1 projects

    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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    Select Industry to see insights

    Real estate

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    5.0 1 review
    Undisclosed
    Undisclosed
    250 - 999
    Harrisburg, PA

    Services provided

    80% Financial Advising & Planning
    20% Commercial Financing

    Riverview Bank 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.

    See all 1 projects

    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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    Select Industry to see insights

    IT Services

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    JTC Group

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

    Services provided

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

    JTC Group is a corporate services 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.

    See all 1 projects

    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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    Select Industry to see insights

    Financial services

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    Platinum Credit LTD.

    5.0 1 review
    Undisclosed
    Undisclosed
    250 - 999

    Services provided

    100% Financial Advising & Planning

    Platinum Credit LTD. is a financial planning provider 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.

    See all 1 projects

    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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    Select Industry to see insights

    Advertising & marketing

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

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

    Finanezy Business Solutions

    5.0 1 review
    Undisclosed
    < $25 / hr
    2 - 9

    Services provided

    20% Financial Advising & Planning
    35% Finance & Accounting Outsourcing (FAO)
    30% Accounting +1 service
    15% Business Consulting

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

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    Industry Experience

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

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    Financial services

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

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

    5.0 2 reviews
    Undisclosed
    Undisclosed
    10 - 49
    Jackson Heights, NY

    Services provided

    10% Financial Advising & Planning
    80% Accounting
    10% Finance & Accounting Outsourcing (FAO)

    Braj Aggarwal, CPA, P.C. is 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 Timely

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

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

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    Industry Experience

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

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    IT Services Manufacturing

    Average Project Cost Breakdown

    What Clients Have Said

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

    Coin Masters

    5.0 1 review
    $5,000+
    $50 - $99 / hr
    2 - 9

    Services provided

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

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

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    Industry Experience

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

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    Advertising & marketing

    Average Project Cost Breakdown

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

    What Clients Have Said

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

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

    Services provided

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

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

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    Reviews mention Unique expertise

    Clients have highlighted ApiScrapy's unique expertise in web and mobile app data scraping, citing their excellent technical competency and proactive communication. One reviewer noted their impressive ability to deliver quality data and maintain effective project management, emphasizing the value for money provided by the team. Overall, the sentiment reflects a strong appreciation for ApiScrapy's specialized skills and professionalism in handling complex data scraping projects.
    • Data Scrapping for IT Services Company
      5.0 Feb 22, 2022

      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

    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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  • Cardem Consulting Logotype

    5.0 1 review
    $1,000+
    $50 - $99 / hr
    2 - 9
    Barranquilla, Colombia

    Services provided

    10% Financial Advising & Planning
    50% Finance & Accounting Outsourcing (FAO)
    20% Commercial Financing +2 services
    10% Accounting
    10% Business Consulting

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

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    1 of 1 Financial Advising & Planning reviews are 5 stars
    Less than $10,000 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Financial Consulting for Financial Services Company

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

    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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  • Vaisus Consulting Logotype

    Vaisus Consulting

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

    Services provided

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

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

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    Industry Experience

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

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    Nonprofit

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

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

    Malik Accounting & Bookkeeping Global Services

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

    Services provided

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

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

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    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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  • BestCFO Logotype

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

    Services provided

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

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

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    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    Less than $10,000 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Financial Advising Services for Tax & Accounting Firm

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

    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 Logotype

    5.0 4 reviews
    Undisclosed
    Undisclosed
    250 - 999
    Dubai, United Arab Emirates

    Services provided

    10% Financial Advising & Planning
    10% Accounting
    10% Banking Law +7 services
    10% Business Consulting
    10% Compliance Consulting
    10% Corporate Law
    10% Finance & Accounting Outsourcing (FAO)
    10% Finance Law
    10% Fractional CFO Services
    10% Funding & Investment

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

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    Industry Experience

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

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    Food & Beverages Construction

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    Clarity Accounts & Bookkeeping

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

    Services provided

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

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

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    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    $10,000 – $49,000 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Accounting Services for Psychology Therapy Provider

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

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

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    Medical

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    Accounting Solutions Manchester

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

    Services provided

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

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

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    Industry Experience

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

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    Construction

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

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

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

    Services provided

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

    R S N & Associates is a financial consulting firm specializing in tax filing services and financial restructuring. Clients consistently praise the company's integrity, legal expertise, and personalized service, particularly in handling complex, multinational financial situations. While the cost is noted as high, 100% of reviewers acknowledge the service's value, with the firm's reliability and trustworthiness being frequently highlighted.

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    Reviews mention Knowledgeable

    Clients consistently commend R S N & Associates for their impressive integrity and sound knowledge in financial restructuring and tax planning. One client, a partner at a leading law firm in India, highlighted their expertise and effective communication throughout the project. The firm's reputation, particularly that of Mr. R.S., was a key factor in the selection process, reflecting overall positive sentiment regarding their knowledgeable approach to client engagements.
    • Financial Restructuring & Tax Planning for Law Firm
      4.5 Jul 20, 2021

      Their integrity and sound knowledge were impressive.

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    Industry Experience

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

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    Other Industry Legal

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

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

    Celikel CPA & Accounting Firm

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49

    Services provided

    10% Financial Advising & Planning
    20% Accounting
    15% Business Consulting +5 services
    15% Financial Consulting
    10% Commercial Financing
    10% Digital Asset Management
    10% Finance & Accounting Outsourcing (FAO)
    10% Insurance Services & Brokers

    Celikel CPA & Accounting Firm specializes in accounting and financial management services, including bookkeeping, tax compliance, payroll, and financial reporting. Their reviews indicate a high level of satisfaction, with significant praise for their professional project management and technical expertise. Approximately 95% of feedback highlights their reliability and proactive guidance, enhancing clients' financial visibility and compliance.

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    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    In the last six months, clients of Celikel CPA & Accounting Firm have expressed high satisfaction with their professional and reliable accounting services. They appreciate the firm's technical expertise and proactive guidance, which have significantly reduced time spent on accounting tasks by 40–50%. Clients noted timely delivery of financial reports and compliance with Turkish regulations. A minor area for improvement mentioned was the desire for more proactive business planning insights, but overall sentiment remains very positive.
    Read 1 Recent Review

    Industry Experience

    Celikel CPA & Accounting Firm has demonstrated expertise primarily in the Advertising & Marketing industry, providing comprehensive accounting, tax compliance, and financial management services. Clients note their reliability, technical proficiency, and proactive guidance on regulatory matters, resulting in improved operational efficiency and informed decision-making. The overall sentiment is highly positive, highlighting strengths in compliance and financial reporting, with potential for growth in business planning insights.

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    Advertising & marketing

    Average Project Cost Breakdown

    What Clients Have Said

    Clients perceive Celikel CPA & Accounting Firm as offering excellent value for money, particularly appreciating their reliable service and expertise in Turkish regulations. One client noted that their choice was influenced by the firm's good value for the cost and alignment with company values. Overall sentiment indicates satisfaction with the firm's services, with clients reporting significant improvements in efficiency and compliance, though some suggested a desire for more proactive financial insights.
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  • DNYC Ltd Logotype

    5.0 2 reviews
    $5,000+
    $200 - $300 / hr
    Freelancer
    London, England

    Services provided

    10% Financial Advising & Planning
    15% Business Consulting
    15% Business Valuation Services +7 services
    15% Financial Consulting
    10% AI Consulting
    10% Compliance Consulting
    10% Fractional CFO Services
    5% Business Continuity Management
    5% Corporate Training & Coaching
    5% IT Strategy Consulting

    DNYC Ltd is a strategic and regulatory advisory 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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    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    Unknown avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Strategic & Regulatory Advisory for FinTech Company

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

    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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    Malta (1) England (1)
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  • Jaberson & Associates Logotype

    5.0 2 reviews
    Undisclosed
    Undisclosed
    10 - 49
    Edmonton, Canada

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Jaberson & Associates is a 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 Unique expertise

    Clients highlight Jaberson & Associates' unique expertise in accounting, particularly in maximizing tax savings and managing financial planning. One client noted that their knowledgeable team helped ensure they only paid the taxes they were obligated to, significantly improving their financial outcomes. The overall sentiment reflects high satisfaction with their specialized skills and effective project management, with no identified areas for improvement.
    • Accounting Services for Health Solutions Provider
      5.0 Nov 17, 2021

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

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    Industry Experience

    Jaberson & Associates has 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

    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 Logotype

    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

    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. Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Toronto, Canada

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Pell-Rose Inc. is an accounting 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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    Select Industry to see insights

    Education

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    Rise Consulting Group

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49

    Services provided

    100% Financial Advising & Planning

    Rise Consulting Group is 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.

    See all 1 projects

    Industry Experience

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

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    Healthcare

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

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

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

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

List of the Best Strategic Financial Planning Firms

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

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

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

    Ability to deliver

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

    Service focus

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

    Oak Business Consultant

    Undisclosed
    Undisclosed
    10 - 49
    Dubai, United Arab Emirates

    Ability to deliver

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

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  3. Brego Business Logotype

    Brego Business

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

    Ability to deliver

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

    Service focus

    15% Financial Advising & Planning
    85% Other
    View Profile Visit Website
  4. CLM Controller Logotype

    CLM Controller

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

    Ability to deliver

    28.7/40.0
    16.6/20 Reviews
    6.5/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  5. Greenback Expat Tax Services Logotype

    Greenback Expat Tax Services

    Undisclosed
    Undisclosed
    10 - 49

    Ability to deliver

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

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  6. TGG Accounting Logotype

    TGG Accounting

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

    Ability to deliver

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

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  7. Integra Group Logotype

    Integra Group

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

    Ability to deliver

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

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  8. ViTWO (6 Livo Technologies Pvt Ltd) Logotype

    ViTWO (6 Livo Technologies Pvt Ltd)

    Undisclosed
    Undisclosed
    50 - 249
    Kolkata, India

    Ability to deliver

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

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  9. Finance PM Logotype

    Finance PM

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

    Ability to deliver

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

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  10. Rise Accounting Logotype

    Rise Accounting

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Ability to deliver

    25.5/40.0
    18.8/20 Reviews
    0/10 Clients & Experience
    6.7/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  11. ArboHQ Logotype

    ArboHQ

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

    Ability to deliver

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

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  12. SoftPak Financial Systems, Inc Logotype

    SoftPak Financial Systems, Inc

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

    Ability to deliver

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

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  13. leadforce.info Logotype

    leadforce.info

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    26.9/40.0
    15.8/20 Reviews
    6.5/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    85% Other
    View Profile Visit Website
  14. Abacus First Solutions Logotype

    Abacus First Solutions

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

    Ability to deliver

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

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  15. Sensiba LLP Logotype

    Sensiba LLP

    Undisclosed
    Undisclosed
    250 - 999
    San Ramon, CA

    Ability to deliver

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

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  16. Imperial Advisory, CFOs Logotype

    Imperial Advisory, CFOs

    Undisclosed
    Undisclosed
    2 - 9
    Valley Stream, NY

    Ability to deliver

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

    Service focus

    80% Financial Advising & Planning
    20% Other
    View Profile Visit Website
  17. WorldWide Local Connect Inc. Logotype

    WorldWide Local Connect Inc.

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

    Ability to deliver

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

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  18. Melmac Solutions Limited Logotype

    Melmac Solutions Limited

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

    Ability to deliver

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

    Service focus

    30% Financial Advising & Planning
    70% Other
    View Profile Visit Website
  19. CGO Finance sp. z o.o. Logotype

    CGO Finance sp. z o.o.

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

    Ability to deliver

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

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  20. BEAN COUNTER Logotype

    BEAN COUNTER

    Undisclosed
    Undisclosed
    10 - 49
    Palm Springs, CA

    Ability to deliver

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

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  21. Genistar Limited Logotype

    Genistar Limited

    Undisclosed
    Undisclosed
    10 - 49
    Caterham, England

    Ability to deliver

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

    Service focus

    80% Financial Advising & Planning
    20% Other
    View Profile Visit Website
  22. Celeste Business Advisors LLP Logotype

    Celeste Business Advisors LLP

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

    Ability to deliver

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

    Service focus

    55% Financial Advising & Planning
    45% Other
    View Profile Visit Website
  23. Muia Consulting Logotype

    Muia Consulting

    Undisclosed
    Undisclosed
    2 - 9
    Vaughan, Canada

    Ability to deliver

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

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  24. Takeoff Advising Logotype

    Takeoff Advising

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

    Ability to deliver

    23.3/40.0
    16.2/20 Reviews
    3.1/10 Clients & Experience
    4/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    60% Other
    View Profile Visit Website
  25. Camuso CPA Logotype

    Camuso CPA

    Undisclosed
    Undisclosed
    10 - 49
    Charlotte, NC

    Ability to deliver

    21.5/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

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

    Smith Mandel & Associates LLP

    Undisclosed
    Undisclosed
    10 - 49

    Ability to deliver

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

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  27. Clarity Tax Group & CPA's Logotype

    Clarity Tax Group & CPA's

    Undisclosed
    Undisclosed
    10 - 49

    Ability to deliver

    24.2/40.0
    16.8/20 Reviews
    2.1/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    75% Other
    View Profile Visit Website
  28. PIVOT Legal and Tax Advisory Logotype

    PIVOT Legal and Tax Advisory

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

    Ability to deliver

    24.7/40.0
    16.6/20 Reviews
    3.5/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    80% Other
    View Profile Visit Website
  29. Fxtriangle Logotype

    Fxtriangle

    $5,000+
    Undisclosed
    2 - 9

    Ability to deliver

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

    Service focus

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

    Diener & Associates

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

    Ability to deliver

    24.1/40.0
    18.8/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

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

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