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Top Financial Services Firms in Florida

Ratings Updated: April 2, 2026

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Florida

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent feedback for CSTMR highlights their expertise in fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.
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Average Project Cost Breakdown

$50,000 to $199,999 (2) $10,000 to $49,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.
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Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

This provider is fluent in 2 languages:

English

Spanish

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves Florida

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

Talent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more
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Industry Experience

Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisure

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.
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1-800Accountant

4.5 31 reviews

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Premier Verified

$1,000+

$100 - $149 / hr

50 - 249

Largo, FL

Services provided

100% Accounting

1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.

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Average Project Cost Breakdown

Less than $10,000 (5)

What Clients Have Said
Clients generally perceive 1-800Accountant as offering good value for money, frequently highlighting the company's pricing as fitting their budgets. For instance, one client noted the 'good value for cost' and another emphasized their 'cost-effective solutions' and responsiveness. However, there are contrasting views, as one reviewer criticized the overall service quality despite the competitive pricing, indicating that value can vary significantly based on individual experiences.
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More responsive than most other service providers

1-800Accountant 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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Hattiesburg, Mississippi (1) Monroe, Michigan (1) Albany, United States (1) Two Harbors, Minnesota (1) Afton, Wyoming (1)

This provider is fluent in 1 language:

English

This provider is available in 1 time zone:

Eastern Standard Time (EST)

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$179 Best for businesses that need ongoing tax support. $239 Core accounting package that covers most business. $399 Full-service accounting for established businesses

Business Accounting Package
1-800Accountant has serviced over 100,000 businesses in the last decade. We’ll keep your books in order and your taxes current. Get the back-office services your business needs at a price that works for you.
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White Label Accounting Inc

5.0 12 reviews
Premier Verified

$1,000+

$25 - $49 / hr

10 - 49

Miami, FL

Services provided

60% Accounting

20% Tax Law

10% ERP Consulting and SI +1 service

10% Finance & Accounting Outsourcing (FAO)

360 Accounting Pro Inc is a comprehensive accounting services firm specializing in bookkeeping, financial reporting, tax preparation, and business auditing. The company consistently receives positive feedback, with 100% of reviewers praising their responsiveness, attention to detail, and cost-effective services. Clients frequently highlight their strong project management skills and ability to adapt to various accounting systems and needs.

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Reviews mention Team players
Clients consistently highlight 360 Accounting Pro Inc as effective team players, noting their strong communication skills and seamless integration into existing teams. One client emphasized the lead accountant's ability to work collaboratively, stating, 'He was a CPA and was able to seamlessly integrate into our team.' Overall, the sentiment reflects high satisfaction with the team's responsiveness and ability to meet deadlines, reinforcing their reputation as reliable partners.

941X Form Prep & Assistance for Accounting Company

5.0 Jul 3, 2024

Strong communication skills by lead accountant from 360 Accounting Pro Inc. He was a CPA and was able to seamlessly integrate into our team.
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12 of 12 Accounting reviews are 5 stars

12 new reviews for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping for FinTech Company
5.0 — 360 Accounting Pro Inc has provided accounting and bookkeeping services for a fintech company. They've managed the client's accounts on QuickBooks and offered them monthly bookkeeping. Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (5) Less than $10,000 (4)

What Clients Have Said
Clients consistently appreciate 360 Accounting Pro Inc for its competitive pricing and strong value for money. Feedback highlights that their pricing aligns well with client budgets, as noted by multiple reviewers who emphasized the 'good value for cost.' One client stated, 'the price can't be beaten,' while another remarked on the company's 'excellent cost/value proposition.' Overall sentiment suggests that clients feel they receive high-quality services that justify their investment.
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$50 Accounting and Bookkeeping services $150 Accounting and Bookkeeping services $400 Accounting and Bookkeeping services

Comprehensive Bookkeeping Services Package
Our Comprehensive Bookkeeping Services Package offers accurate and timely financial management, including accounts payable and receivable, payroll, tax preparation, reconciliation, and financial reporting. Tailored to your business needs, our services ensure compliance and support your financial growth.
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myVA360

Not yet reviewed
Verified

$1,000+

< $25 / hr

10 - 49

Miami, FL

Services provided

10% Accounting

30% Back Office Outsourcing

25% Customer Service Outsourcing +2 services

25% Social Media Marketing

10% Graphic Design

MyVA360 is a Back Office Outsourcing company. They provide Back Office Outsourcing and Customer Service Outsourcing and were established in 2019.
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Auxis

4.8 3 reviews
Verified

Undisclosed

Undisclosed

1,000 - 9,999

Plantation, FL

Services provided

10% Accounting

15% AI Development

15% Finance & Accounting Outsourcing (FAO) +6 services

15% IT Managed Services

10% Back Office Outsourcing

10% Cloud Consulting & SI

10% IT Staff Augmentation

10% Mobile App Development

5% BI & Big Data Consulting & SI

Auxis is an IT consultancy and services provider specializing in managed IT services, cloud support, and intelligent automation solutions. Reviewers consistently praise their technical expertise, responsiveness, and strong project management, with approximately 90% of feedback highlighting effective communication and timely service delivery. However, some clients suggest refining project management practices for better spending control and reporting.

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Reviews mention Great project management
Clients have consistently praised Auxis for their excellent project management capabilities. One senior director noted their use of Microsoft Project and Teams for effective communication and project tracking. They highlighted Auxis's outstanding responsiveness and ability to adjust based on assessed issues, contributing to a successful partnership. Overall, the sentiment reflects satisfaction with Auxis's management processes, underscoring their commitment to meeting client needs and ensuring project success.

Managed IT Services for Nonprofit Organization

5.0 Jul 15, 2022

Project management is excellent. They use Microsoft Project for project management and Microsoft Teams for communication. Their responsiveness is outstanding. They follow through, assess issues, and adjust based on those issues.
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Industry Experience

Auxis has demonstrated expertise across multiple industries, including Software, Nonprofit, and Manufacturing. Clients have praised their technical knowledge, responsiveness, and ability to deliver complex automation and IT support services. In the Software industry, they excel in CI/CD processes and RPA implementation. For Nonprofits, they provide robust IT infrastructure support and proactive security monitoring. In Manufacturing, they enhance IT services while maintaining operational efficiency. Overall, feedback indicates a strong sentiment of satisfaction, making Auxis a suitable partner for clients in these sectors.
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Nonprofit Software Manufacturing

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Average Project Cost Breakdown

$50,000 to $199,999 (1) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients generally perceive Auxis as providing good value for money, particularly highlighting their responsiveness and project management capabilities. One client noted a significant investment of $1.1 million, indicating a long-term commitment, while another emphasized that projects are executed on time and within budget. However, some feedback suggested a need for better visibility and control over spending. Overall, the sentiment reflects satisfaction with the cost relative to the quality of service received.
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United States (2) Costa Rica (1)

This provider is fluent in 10 languages:

Mandarin

English

Spanish

Arabic

Russian

Portuguese

Japanese

German

Korean

French

This provider is available in 4 time zones:

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Puerto Rico and US Virgin Islands Time (PRT)

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Dark Horse CPAs

Not yet reviewed
Verified

$1,000+

$300+ / hr

50 - 249

Ponte Vedra Beach, FL

Services provided

50% Accounting

40% Finance & Accounting Outsourcing (FAO)

10% Financial Advising & Planning

Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.
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Ponte Vedra Beach, FL

4210 Valley Ridge Boulevard
Ponte Vedra Beach, FL 32081
1

6197361404

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Graphite

5.0 8 reviews

Undisclosed

Undisclosed

50 - 249

Orlando, FL

Services provided

34% Accounting

33% Finance & Accounting Outsourcing (FAO)

33% Fractional CFO Services

Graphite, an accounting services provider, focuses on bookkeeping, tax preparation, financial reporting, and audit readiness. With a 100% satisfaction rate, clients commend Graphite's timely delivery, reliability, and deep expertise in accounting and finance. They are particularly praised for their effective communication and tailored services for startups, resulting in a seamlessly managed financial process.

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Industry Experience

Graphite has demonstrated expertise across multiple industries, including Software, Food & Beverage, Chemicals & Biotechnology, IT Services, and Consulting. Clients have praised their timely communication, financial modeling skills, and deep industry knowledge, particularly in managing accounting functions and supporting startups. Overall sentiment is highly positive, with businesses acknowledging Graphite's ability to enhance financial systems and provide reliable support, making them a suitable partner for companies seeking accounting solutions in these sectors.
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Software Food & Beverage Chemicals & Biotechnology Consumer Products IT Services Consulting

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Average Project Cost Breakdown

$10,000 to $49,000 (3) Less than $10,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently highlight Graphite's strong value for money, with feedback noting that their pricing fits within budget while delivering high-quality services. One CEO remarked on Graphite's 'good value for cost,' while another noted the 'most favorable terms' during their bidding process. Overall, the sentiment is positive, with clients expressing satisfaction in both the affordability and effectiveness of the services provided, ensuring timely and accurate financial management.
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New York City, New York (3) Los Angeles, California (2) San Francisco, California (1) Boulder, Colorado (1) Arlington, Virginia (1)

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Orlando, FL

300 S Orange Ave
Orlando, FL 32801
31 - 40

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La Rusa

5.0 6 reviews

$1,000+

$25 - $49 / hr

2 - 9

Clearwater, FL

Services provided

100% Accounting

La Rusa is a proficient accounting services firm offering comprehensive support in bookkeeping, financial reporting, tax preparation, and financial advisory. Reviews highlight their reliability and expertise, with 100% of clients expressing satisfaction in their services. Clients commend their timely and accurate work, noting La Rusa’s ability to handle complex accounting tasks with precision and efficiency.

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5 of 5 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Resolution Services for IT Services Company
5.0 — An IT services company hired La Rusa to help them resolve their IRS problem. Read more
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Industry Experience

La Rusa has demonstrated expertise across various industries including Financial Services, IT Services, and Advertising & Marketing. They excel in financial management, accounting, and advisory services, consistently receiving positive feedback for their reliability and responsiveness. Clients particularly appreciate their systematic approach and the ability to handle complex accounting tasks while providing strategic insights. Overall, the sentiment is highly favorable, indicating La Rusa is well-suited for businesses requiring meticulous financial oversight and support.
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Other Industry IT Services Financial services Advertising & marketing

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Average Project Cost Breakdown

$10,000 to $49,000 (3) Less than $10,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently praise La Rusa for their competitive pricing and the value they provide. One client noted a monthly fee of approximately $2,500, emphasizing the absence of additional charges, which contributed to their satisfaction. Another client highlighted La Rusa's cost-effective service as a deciding factor in their partnership. Overall, clients feel that La Rusa delivers high-quality services relative to their costs, making them a reliable choice for accounting needs.
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Omnis Bookkeeping & Business Solutions

5.0 1 review

Undisclosed

$50 - $99 / hr

2 - 9

Sarasota, FL

Services provided

100% Accounting

Omnis Bookkeeping & Business Solutions specializes in comprehensive accounting services, including bookkeeping, payroll, financial statement preparation, and invoice processing. Their reviews highlight their efficiency and ability to handle extensive bookkeeping needs, eliminating the necessity for in-house staff. The overall feedback is positive, emphasizing their customized solutions and responsive communication.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping Services for Pool Company
5.0 — Omnis Bookkeeping & Business Solutions provides full-service bookkeeping support for a pool company. They handle invoice processing, profits & loss statements, and all bookkeeping Read more
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Industry Experience

Omnis Bookkeeping & Business Solutions has garnered positive feedback primarily from the construction industry. Clients appreciate their comprehensive bookkeeping services, including payroll, invoicing, and financial reporting, which have improved operational efficiency. The overall sentiment is highly favorable, highlighting their expertise in managing bookkeeping needs and alleviating the burden of in-house staff. Potential clients in construction can expect reliable partnerships that facilitate smoother financial processes.
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Construction

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally express satisfaction with the value provided by Omnis Bookkeeping & Business Solutions. One client noted a monthly investment of approximately $2,000, highlighting the elimination of the need for an in-house bookkeeper as a significant benefit. The feedback emphasizes their efficiency and ability to handle a range of bookkeeping tasks, contributing to a positive perception of cost-effectiveness. Overall, clients feel that the services offered justify the expenses incurred.
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Accountants in Miami

5.0 1 review

$10,000+

$200 - $300 / hr

2 - 9

Miami, FL

Services provided

76% Accounting

24% Finance & Accounting Outsourcing (FAO)

Accountants in Miami is an accounting firm providing comprehensive services such as audit services and tax guidance. With 100% positive feedback, clients praise their responsiveness, communication, and reliability, emphasizing their commitment to maintaining strong client relationships and delivering effective financial solutions.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Annual Audit & Tax Guidance for Healthcare Company
5.0 — Accountants in Miami performs an annual audit for a healthcare company. They also help with financial and tax guidance. Read more
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Industry Experience

Accountants in Miami exhibits strong expertise in the Healthcare industry, providing auditing and financial guidance. Clients highlight their responsiveness, effective communication, and organizational skills, contributing to a positive and ongoing partnership. The feedback reflects a high level of satisfaction, indicating that potential clients in Healthcare can expect reliable and attentive service. Overall sentiment is highly favorable, making them a solid choice for businesses in this sector.
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Healthcare

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Average Project Cost Breakdown

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

What Clients Have Said
Clients report that Accountants in Miami provides excellent value for money, with one client noting an annual investment of $25,000 for comprehensive auditing and financial guidance. They highlight the firm's responsiveness and strong communication, emphasizing a solid working relationship that enhances their financial management. Overall, the sentiment is highly positive, with clients recommending the firm for its reliability and dedication to client needs.
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HSP Group

4.7 6 reviews

$5,000+

$150 - $199 / hr

50 - 249

Tampa, FL

Services provided

10% Accounting

20% Business Consulting

20% Finance & Accounting Outsourcing (FAO) +3 services

20% HR Outsourcing

15% Back Office Outsourcing

15% Corporate Law

HSP Group is an accounting services company specializing in payroll, compliance, and entity management. Clients praise their timely delivery and responsiveness, with 100% positive feedback highlighting their global presence and effective communication. Notably, no areas for improvement were mentioned.

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0 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Payroll, Accounting & Benefits Administration for Mining Co
4.5 — HSP Group provides payroll services for an aluminum mining company. The team manages compliance, supports the client at the end of the financial year, and liaises with the healthcare benefit Read more
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Industry Experience

HSP Group has garnered positive feedback across diverse industries including Medical, Consulting, Energy & Natural Resources, Financial Services, and Manufacturing. Clients commend their responsiveness, effective project management, and expertise in global entity management, payroll processing, and HR consultancy. The overall sentiment reflects satisfaction with their ability to navigate complex international operations, particularly in energy and financial sectors, making them a suitable partner for organizations seeking comprehensive support in these areas.
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Medical Consulting Energy & natural resources Financial services Manufacturing

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Average Project Cost Breakdown

$10,000 to $49,000 (1) $50,000 to $199,999 (1) $200,000 to $999,999 (1)

What Clients Have Said
Client feedback regarding HSP Group indicates a mixed sentiment towards their cost and value for money. While several clients noted 'good value for cost' and praised the quality of service, others expressed concerns about high monthly fees compared to competitors. For instance, one client highlighted that despite the high costs, HSP Group's speed and communication were impressive. Overall, clients appreciated the service quality but felt that pricing could be a drawback.
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United States (3) Denmark (2)

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Acclarity

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Fort Lauderdale, FL

Services provided

20% Accounting

20% Commercial Financing

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Fractional CFO Services

Acclarity is an accounting services firm that specializes in KPI dashboard creation, interim accounting support, and financial consulting. With 100% positive feedback, clients commend their technological proficiency and responsiveness. Approximately 50% of reviewers highlight their adeptness in data analytics and financial reporting, which aids in informed business decision-making.

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Reviews mention Innovative
Clients have consistently praised Acclarity for its innovative approach, particularly in utilizing technology to enhance project outcomes. One client highlighted their impressive use of technology, which facilitated accurate and meaningful data reporting, enabling timely business decisions. This innovative strategy has led to significant improvements in patient volume and resource alignment, demonstrating Acclarity's ability to provide creative solutions that effectively address client needs.

Financial Consulting for Dermatology Clinic

5.0 Sep 19, 2025

Acclarity has provided us with accurate and meaningful data that allows us to make more timely business decisions. We’ve also seen improvements in patient volume, service trends, and provider production. Acclarity’s use of technology to assist with the projects is impressive.
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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Consulting for Dermatology Clinic
5.0 — Acclarity provides financial consulting services for a dermatology clinic. The team assists the client with setting up routine KPI reporting, interim accounting support, and ad hoc financial Read more
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Industry Experience

Acclarity has demonstrated expertise in the Financial Services and Healthcare industries, providing valuable services such as KPI dashboard creation, interim accounting support, and financial consulting. Clients praised their responsiveness, competence in data analytics, and ability to deliver meaningful insights that enhance decision-making. Overall, feedback indicates strong performance and impact, particularly in supporting operational improvements and strategic resource alignment, making them a suitable partner for companies in these sectors.
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Healthcare

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Acclarity's strong value for money, noting that their services provide effective solutions at a competitive cost. For instance, one client emphasized selecting Acclarity due to 'good value for cost,' while another mentioned their ability to deliver timely and meaningful data that enhances decision-making. Overall, the sentiment reflects satisfaction with Acclarity's pricing relative to the quality of service provided, reinforcing their reputation as a reliable partner for financial consulting.
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DiMercurio Advisors

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Orlando, FL

Services provided

80% Accounting

20% Finance & Accounting Outsourcing (FAO)

DiMercurio Advisors is a modern accounting firm specializing in Accounting Services, including Bookkeeping, Tax Filing, and Financial Reporting. The company received consistently positive feedback, with clients praising their expertise in modern accounting software like Xero and their efficient project management. Notably, 100% of the reviewers highlight their tech-savvy approach and ability to meet modern business needs.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Shopify Migration Company
5.0 — The Heroes Group provides ongoing accounting services for a Shopify migration service. The client requested the team use Xero as their accounting software. They perform filings and craft Read more
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Industry Experience

DiMercurio Advisors has garnered positive feedback primarily in the Retail industry, where their expertise with Xero accounting software has been highlighted. Clients commend their modern approach, tech-savvy team, and ability to adapt to new technologies. The overall sentiment suggests they are a strong fit for businesses seeking accounting solutions that align with contemporary online services, particularly those transitioning from QuickBooks to Xero.
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Retail

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive DiMercurio Advisors as offering strong value for money, particularly in their understanding of specific accounting software like Xero. One client noted they spent under $10,000 while receiving efficient service and support, emphasizing the firm's modern approach and tech-savvy staff. The overall sentiment reflects satisfaction with the cost-effectiveness of their services, suggesting a good return on investment for businesses seeking specialized accounting solutions.
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Yggdrasil Financial LLC

5.0 1 review

$1,000+

$50 - $99 / hr

2 - 9

Miami, FL

Services provided

100% Accounting

Yggdrasil Financial LLC is an accounting services firm that excels in various aspects of financial management, including bookkeeping, financial reporting, and cash flow analysis. All reviews reflect positive feedback, highlighting the firm's flexibility, deep industry knowledge, and the remarkable education of its principal. Clients appreciate the significant improvements in financial management and the customized solutions provided.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Services for Recruiting & Staffing Consultancy
5.0 — Yggdrasil Financial LLC provides bookkeeping and financial management services. They’ve cleaned up books, established QuickBooks invoicing, created a cash flow forecast model, and margin Read more
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Industry Experience

Yggdrasil Financial LLC has received positive feedback from clients in the Chemicals & Biotechnology sector, showcasing their expertise in financial management, including cash flow forecasting, accounting, and bookkeeping. Clients commend their deep knowledge, flexibility, and significant impact on financial control and organization. Overall sentiment reflects strong satisfaction with Yggdrasil's ability to tailor solutions to specific needs, making them well-suited for businesses looking for comprehensive financial support within this industry.
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Chemicals & Biotechnology

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have reported that Yggdrasil Financial LLC offers exceptional value for money, particularly highlighting the firm's flexibility and deep expertise in financial management. One client noted an investment of approximately $7,500 led to substantial improvements in financial control and management, describing the collaboration as transformative. Overall, feedback emphasizes that the quality of service provided justifies the cost, with no areas for improvement identified in their offerings.
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Palisades Hudson

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Fort Lauderdale, FL

Services provided

80% Accounting

20% Business Consulting

Palisades Hudson is an accounting services firm offering comprehensive solutions, including tax preparation, bookkeeping, and financial advisory. Feedback highlights their hands-on customer service and flexibility, with 100% of reviewers noting their willingness to provide consulting beyond expectations. They are praised for their responsiveness and accommodating pricing for small businesses.

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0 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting & Prep for Creative Marketing Agency
4.5 — Palisades Hudson handles the accounting services for a branding and marketing agency. Their team annually files the partner's tax returns, resolves all IRS and state notices, and provides Read more
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Industry Experience

Palisades Hudson has demonstrated expertise primarily in the Design industry, providing comprehensive tax planning and bookkeeping services. Clients commend their hands-on approach, exceptional customer service, and willingness to offer consulting beyond standard services, fostering strong relationships. The overall sentiment is highly positive, highlighting their ability to cater to small businesses through tailored pricing and effective communication. This firm is well-suited for clients in creative sectors seeking reliable financial management.
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Design

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Average Project Cost Breakdown

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

What Clients Have Said
Palisades Hudson offers significant value for money, as highlighted by a client who noted a $15,000 annual investment for comprehensive tax planning and bookkeeping services. The firm provides extensive consulting at no additional charge, akin to an in-house CFO. Furthermore, they demonstrated flexibility by reducing their fees to accommodate a small business, showcasing their commitment to building client relationships while ensuring affordability.
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Palmy Studio

Not yet reviewed

Undisclosed

$100 - $149 / hr

2 - 9

Delray Beach, FL

Services provided

10% Accounting

10% Application Testing

10% Branding +7 services

10% E-Commerce Development

10% Ecommerce Marketing

10% Logo

10% Search Engine Optimization

10% UX/UI Design

10% Web Design

10% Web Development

Palmy Studio is a branding firm. Founded in 2024, the team focuses on Branding and Search Engine Optimization.
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HF Holdings, Inc.

Not yet reviewed

$1,000+

< $25 / hr

2 - 9

Orlando, FL

Services provided

50% Accounting

40% Business Consulting

10% Financial Consulting

Founded in 2012, HF Holdings, Inc., a small Accounting company, is in Orlando, Florida and Sacramento, California. Their team provides Accounting and Business Consulting.
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Accountants on Air

4.8 6 reviews

Undisclosed

Undisclosed

50 - 249

Boca Raton, FL

Services provided

80% Accounting

20% Business Consulting

Accountants on Air is a professional accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. Across client reviews, 100% highlight their timely and personalized service, efficiency, and excellent communication. Clients appreciate their tailored approach and ability to handle complex financial needs, with 75% mentioning their proficiency in tax and bookkeeping services.

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Reviews mention Helpful
Clients express high satisfaction with Accountants on Air, noting their accuracy and customization in services. One client highlighted that their books are now consistently maintained, enabling effective strategy development. Regular communication and adherence to deadlines were appreciated, enhancing the overall partnership experience. While some clients suggested more flexible meeting times, the overall sentiment remains positive, underscoring the value and effectiveness of the firm's offerings.

Accounting Services for Dentist Clinic

5.0 Jan 2, 2022

Regular meetings are set using virtual tools like Zoom, and phone calls, emails, and texts. They stick to deadlines and do their best to accommodate my difficult schedule. They are accurate, and the team customizes what they do to help meet my goals.
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Industry Experience

Accountants on Air has demonstrated solid expertise across the Healthcare, Retail, and Media industries. In Healthcare, clients appreciate their accuracy, timely communication, and the ability to streamline financial processes, resulting in improved profitability and client satisfaction. Retail clients commend their personalized service and efficiency, while Media clients value their comprehensive financial management. Overall, the sentiment is positive, particularly in Healthcare and Retail, making Accountants on Air a robust choice for clients in these sectors.
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Media Retail Healthcare

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Accountants on Air's competitive pricing and exceptional value for money. One client noted that their choice was driven by the company's pricing fitting their budget, describing it as 'good value for cost.' Another client mentioned an annual investment of $900 for high-quality, efficient service, while another reported spending $2,800 annually for excellent financial oversight. Overall, feedback indicates that clients feel they receive substantial value relative to the costs incurred.
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Boca Raton, FL

4400 North Federal Highway 210-17
Boca Raton, FL 33431
10 - 15

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BusinessFormation.io

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Miami, FL

Services provided

25% Corporate Law

25% Market Research

25% PEO/Employee Leasing +3 services

10% Insurance Services & Brokers

10% Product Marketing

5% Document Digitization & Management

Market Research company BusinessFormation.io offers Market Research and Corporate Law. They are located in Dallas, Texas and Miami, Florida.
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Miami, FL

333 SE 2nd Ave
Miami, FL 33131
2 - 5

3233831553

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Merritt Business Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Apopka, FL

Services provided

40% Accounting

20% HR Consulting

20% HR Outsourcing +1 service

20% PEO/Employee Leasing

Accounting company Merritt Business Solutions was founded in 2017. The company provides Accounting and PEO/Employee Leasing, and is small.
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Oak View Law Group

Not yet reviewed

$1,000+

$50 - $99 / hr

50 - 249

Jacksonville, FL

Services provided

65% Financial Advising & Planning

30% Bankruptcy Law

5% Finance Law

Headquartered in Auburn, California and Jacksonville, Florida, Oak View Law Group is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Bankruptcy Law.
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Jacksonville, FL

301 West Bay Street
Jacksonville, FL 32202
2 - 5

800-530-6854

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Unison Globus

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Coral Springs, FL

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

Unison Globus is a midsize Coral Springs, Florida-based Finance & Accounting Outsourcing (FAO) and Accounting company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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IBN Bookkeeping Services

Not yet reviewed

$250,000+

< $25 / hr

250 - 999

Miami, FL

Services provided

80% Accounting

20% Finance & Accounting Outsourcing (FAO)

Founded in 1999, IBN Bookkeeping Services is an Accounting company. The firm specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is midsize.
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Southwestern Insurance

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Hialeah, FL

Services provided

100% Insurance Services & Brokers

Launched in 2000, Southwestern Insurance , a midsize Insurance Services & Brokers company, is located in Hialeah, Florida. Their services include Insurance Services & Brokers.
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Advanced Tax Advisors

Not yet reviewed

$1,000+

$300+ / hr

2 - 9

Miami, FL

Services provided

25% Accounting

25% Business Consulting

25% Financial Advising & Planning +1 service

25% Insurance Services & Brokers

Based in Miami, Florida, Advanced Tax Advisors is a small Business Consulting company. The team provides Business Consulting and Accounting.
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DCG | CPA and Management Consulting Firm

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Miami Beach, FL

Services provided

50% Accounting

50% Fractional CFO Services

DCG | CPA and Management Consulting Firm specializes in Accounting Services, offering expertise in Bookkeeping, Tax Preparation, Financial Analysis, and CFO roles. Reviews highlight their effective project management, with 100% of clients praising their timely delivery and comprehensive financial support. Clients commend DCG’s exceptional expertise and reliable 24/7 support, noting improved financial operations and compliance.

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Reviews mention Timely
Clients consistently express satisfaction with DCG | CPA and Management Consulting Firm's timely delivery of services. One client highlighted that deliverables were completed on time and noted the firm's quick responsiveness to requests. They appreciated the continuous support provided by a team of experts, which ensured that financial operations were never stalled. Overall, the sentiment regarding timeliness is overwhelmingly positive, indicating that DCG meets or exceeds client expectations in this area.

Accounting Services for Nonprofit Health Clinic

5.0 Aug 7, 2023

Delivered on time and as expected. They respond very quickly to items and follow through on the deliverables.
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Industry Experience

DCG | CPA and Management Consulting Firm has received positive feedback across various industries, particularly in Healthcare and Advertising & Marketing. Clients commend their expertise in financial management, including tax preparation and cash flow forecasting, highlighting their ability to streamline financial operations. In Healthcare, they facilitate comprehensive financial oversight for nonprofits, while in Advertising, they ensure compliance and effective financial modeling. Overall, the firm is recognized for its responsiveness, cultural fit, and impact on enhancing financial health.
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Healthcare Advertising & marketing

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight DCG | CPA and Management Consulting Firm's competitive pricing and overall value for money. One client noted that their pricing fit within budget while providing 'great value for cost.' Another emphasized the firm's superior service compared to previous financial providers, stating they are 'far and above better.' Overall, feedback reflects a strong sentiment regarding the firm's ability to deliver quality services at reasonable rates.
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Miami Beach, FL

429 Lenox Avenue
Miami Beach, FL 33139
2 - 5

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Joorney LLC

Not yet reviewed

$1,000+

$200 - $300 / hr

50 - 249

Miami Beach, FL

Services provided

35% Business Consulting

35% Market Research

30% Financial Advising & Planning

Joorney LLC is a Market Research company. They were launched in 2013 and focus on Market Research and Business Consulting.
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CloudBooks+

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Palm Bay, FL

Services provided

50% Accounting

25% Business Consulting

25% Financial Advising & Planning

CloudBooks+ is a small Accounting company based in Palm Bay, Florida. Their services include Accounting and Business Consulting.
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Pronto Income Tax

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Miami, FL

Services provided

60% Accounting

30% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

Pronto Income Tax is a Miami, Florida-based Accounting company. Launched in 1991, the team offers Accounting and Business Consulting.
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Taxes Tampa LLC

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Tampa, FL

Services provided

70% Accounting

20% Finance & Accounting Outsourcing (FAO)

10% Business Consulting

Taxes Tampa LLC is an Accounting company founded in 2017. The agency specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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True Accounting & Finance Experts

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Miami, FL

Services provided

90% Accounting

5% Business Consulting

5% Finance & Accounting Outsourcing (FAO)

True Accounting & Finance Experts is a specialized firm providing comprehensive accounting services, including financial audits and financial reporting. With 100% positive feedback, clients commend their ability to improve financial organization and documentation while ensuring compliance with regulatory standards. Additionally, 100% of reviewers highlight their effective project management and simple communication of complex financial matters.

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Reviews mention Professional
Clients consistently highlight the high level of professionalism exhibited by True Accounting & Finance Experts. One client noted their 'level of professionalism, integrity, and passion' as particularly impressive. The company is commended for timely deliverables and thorough communication, ensuring that all financial transactions were accurately reconciled and explained. Overall, the sentiment reflects a strong appreciation for their professional approach and commitment to client satisfaction.

Finance & Accounting Services for Holding Company

4.5 Mar 29, 2026

The engagement resulted in 100% reconciliation of all bank and credit card accounts and the successful cleanup of prior-period financial discrepancies. All deliverables were timely and thoroughly explained. The level of professionalism, integrity, and passion stood out.
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1 of 2 reviews are 5 stars

2 new reviews for Accounting services

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of True Accounting & Finance Experts reflect a high level of client satisfaction, highlighting their professionalism, urgency, and effective project management. Clients noted successful completion of financial audits, timely submissions, and improved financial organization. One client emphasized the team's ability to simplify complex processes, while another praised their thorough reconciliation of financial records. Overall, the sentiment is overwhelmingly positive, with no significant areas for improvement identified.
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1 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Audit Services for Housing Services Company
5.0 — True Accounting & Finance Experts completed a financial audit for a housing services company. The team submitted all required documents to the state to help the client maintain their federal Read more
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Industry Experience

True Accounting & Finance Experts have demonstrated strong expertise in the Home Services and Business Services industries. Clients praised their thorough financial audits and proactive project management, which ensured compliance and improved internal controls. In the Business Services sector, they excelled in financial tracking and reconciliation, resulting in timely and accurate reporting. Overall, feedback reflects a high satisfaction rate, highlighting their professionalism, integrity, and ability to simplify complex financial processes, making them a reliable choice for organizations seeking financial support in these industries.
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Business services

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IRS Tax X Relief & Accounting, LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Port St. Lucie, FL

Services provided

50% Accounting

50% Tax Law

IRS Tax X Relief & Accounting, LLC offers services including Tax Preparation for both business and personal taxes. Reviews highlight their professionalism, strong work ethic, and excellent communication. Despite personal challenges, the company delivered timely and comprehensive tax services, demonstrating a commitment to client success and a high level of responsiveness.

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iKemo

5.0 1 review

$1,000+

$100 - $149 / hr

2 - 9

Fort Lauderdale, FL

Services provided

40% BI & Big Data Consulting & SI

25% AI Agents

10% AI Consulting +3 services

10% ERP Consulting and SI

10% Financial Advising & Planning

5% API Development

iKemo builds custom BI dashboards for Florida businesses — real-time KPI dashboards on Power BI, Metabase, and Looker, tailored to your data and your team. From executive dashboards to
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients praised iKemo for their expertise in building a comprehensive business intelligence dashboard, notably transitioning from Microsoft Power BI to Metabase, which enhanced user experience. The dashboards contributed to a 10%-15% reduction in costs by improving key performance indicators. Clients appreciated the team's knowledge and responsiveness, although some suggested improvements in efficiency and consultation. Overall, sentiment reflects strong satisfaction with project outcomes and team performance.
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Industry Experience

iKemo has demonstrated strong capabilities in the eCommerce sector, particularly in developing user-friendly business intelligence dashboards. Clients have praised their expertise in data integration from platforms like Shopify and Amazon, leading to improved key performance indicators (KPIs) and significant cost savings. Overall sentiment within this industry is positive, highlighting iKemo's knowledge, team commitment, and effective project management, although some areas for improvement in consultation efficiency have been noted.
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Average Project Cost Breakdown

What Clients Have Said
Clients commend iKemo for delivering high-quality solutions at competitive prices, noting their alignment with budgetary constraints. One client highlighted a cost reduction of 10%-15% due to informed decision-making enabled by the BI dashboard. Additionally, the company's commitment to overdelivering on project scopes enhances perceived value. However, there are suggestions for improvement in efficiency and consultation, indicating a potential area for further enhancing their overall value proposition.
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Cyber Armada

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Boca Raton, FL

Services provided

75% Insurance Services & Brokers

15% Business Consulting

10% Cybersecurity

Cyber Armada is an Insurance Services & Brokers company. The team is located in Boca Raton, Florida, and their services include Insurance Services & Brokers and Business Consulting.
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Centaur Digital Accounting

5.0 1 review

$1,000+

$50 - $99 / hr

2 - 9

Jacksonville, FL

Services provided

100% Accounting

Centaur Digital Accounting provides comprehensive accounting services, including Tax Preparation, Bookkeeping, and ensuring tax compliance. Clients commend the company for its excellent communication, timely delivery, and practical suggestions. Their services are considered to offer good value and are highly rated, demonstrating a strong capability in managing business and personal financial needs efficiently.

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Woodruff & Co. LLC - Miami Business Tax Help

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Miami, FL

Services provided

100% Accounting

Accounting company Woodruff & Co. LLC - Miami Business Tax Help was founded in 2013. The agency offers Accounting.
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H&S Accounting & Tax Services

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Hollywood, FL

Services provided

50% Accounting

25% Back Office Outsourcing

25% Tax Law

H&S Accounting & Tax Services, a small Accounting company, is based in Hollywood, Florida. Their services include Accounting and Back Office Outsourcing.
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Grennan Fender Hess & Poparad, LLP

Not yet reviewed

$1,000+

Undisclosed

10 - 49

Orlando, FL

Services provided

90% Accounting

10% Business Consulting

Accounting company Grennan Fender Hess & Poparad, LLP was founded in 1975. The company provides Accounting and Business Consulting, and is small.
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Taxfyle

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Miami, FL

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

Taxfyle, a midsize Finance & Accounting Outsourcing (FAO) and Accounting company, is located in Miami, Florida. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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51 State Insurance

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Altamonte Springs, FL

Services provided

100% Insurance Services & Brokers

51 State Insurance is an Insurance Services & Brokers company. Their small team of employees is headquartered in Altamonte Springs, Florida. Their team provides Insurance Services & Brokers.
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Back Office Accounting Specialists INC

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

Miramar, FL

Services provided

40% Accounting

60% Finance & Accounting Outsourcing (FAO)

Back Office Accounting Specialists INC is a small Finance & Accounting Outsourcing (FAO) company. Established in 2014, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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Paynuity

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Orlando, FL

Services provided

50% Finance & Accounting Outsourcing (FAO)

50% Financial Advising & Planning

Paynuity is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their team offers Finance & Accounting Outsourcing (FAO).
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Greenlight Financial

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Miami, FL

Services provided

90% Accounting

5% Back Office Outsourcing

5% Business Consulting

Accounting company Greenlight Financial is headquartered in Miami, Florida. Founded in 2007, the team offers Accounting and Business Consulting.
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Engineered Tax Services Inc.

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

West Palm Beach, FL

Services provided

100% Accounting

Launched in 2001, Engineered Tax Services Inc. Is an Accounting company. The firm offers Accounting, and is midsize.
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E. Gomez CPA LLC

Not yet reviewed

$5,000+

Undisclosed

2 - 9

Miami, FL

Services provided

60% Accounting

30% Tax Law

10% Business Consulting

E. Gomez CPA LLC is an Accounting company located in Miami, Florida. Established in 2019, the team focuses on Accounting and Tax Law.
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Steven H. Mangan, CPA, LLC

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Naples, FL

Services provided

60% Accounting

40% Finance & Accounting Outsourcing (FAO)

Steven H. Mangan, CPA, LLC is a Naples, Florida-based Accounting company. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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Thaney & Associates CPAs, P.C.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Orlando, FL

Services provided

80% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

Thaney & Associates CPAs, P.C. Is a small Orlando, Florida-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Fiske & Company

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Plantation, FL

Services provided

95% Accounting

5% Business Consulting

Fiske & Company, an Accounting company, was launched in 1972. The company provides Accounting and Business Consulting.
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MGSI - Medical Group Services

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

Tampa, FL

Services provided

20% Business Continuity Management

20% Customer Service Outsourcing

20% Finance & Accounting Outsourcing (FAO) +3 services

20% Insurance Services & Brokers

15% Sales Outsourcing

5% Business Valuation Services

Launched in 1996, MGSI - Medical Group Services is a Finance & Accounting Outsourcing (FAO) company. The firm specializes in Finance & Accounting Outsourcing (FAO) and Insurance Services & Brokers.
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Financial Solution Advisors

Not yet reviewed

$1,000+

Undisclosed

10 - 49

Jacksonville, FL

Services provided

70% Accounting

20% Fractional CFO Services

10% Financial Advising & Planning

Founded in 1978, Financial Solution Advisors is a small Jacksonville, Florida-based Accounting company. Their services include Accounting and Fractional CFO Services.
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SMAART Company

5.0 1 review

$1,000+

$200 - $300 / hr

10 - 49

Hialeah, FL

Services provided

25% Accounting

25% Tax Law

20% Financial Advising & Planning +4 services

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

5% Back Office Outsourcing

5% Document Digitization & Management

SMAART Company offers comprehensive bookkeeping, tax planning, and website creation services. The overall feedback highlights the company's high-quality financial reporting and accessible communication. Clients commend their timely delivery and effective organization of financials, which contributes to increased business sales and visibility.

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