Home Financial Services United States Florida

Top Financial Services Firms in Florida

Ratings Updated: September 27, 2026

We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust

Featured

What are Featured Providers?
CSTMR

4.9 7 reviews

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, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.

See all 7 projects
Reviews mention Exceptional results
Clients have reported exceptional results from their collaboration with CSTMR, noting a doubling of website traffic and a tripling of demo requests. One client highlighted CSTMR's effective SEO and LinkedIn advertising strategies, leading to significantly increased engagement metrics. Their project management was praised for great communication and strategic insight, particularly from founder Rory H, who provided valuable guidance throughout the process. Overall, the sentiment reflects strong satisfaction with CSTMR's ability to drive brand awareness and revenue growth.

SEO, Digital Strategy & Content Mktg for Loan Origination Co

4.5 Jun 10, 2024

Thanks to CSTMR’s work, we’ve effectively doubled our website traffic and tripled and quadrupled the number of demo requests we’ve seen through the system, depending on the month. On average, we’ve seen a tripling of high-intent handraisers. Paid LinkedIn advertising and SEO have also increased traffic.
Read Full Review

Read All Reviews

Was this helpful?

Industry Experience

CSTMR has demonstrated extensive expertise in the financial services sector, supporting clients with brand optimization, digital marketing strategies, and website development. Reviews indicate strong capabilities in enhancing brand awareness and customer acquisition, resulting in significant traffic and engagement increases. Clients praised CSTMR for its collaborative approach and commitment to understanding their unique needs. Additionally, CSTMR's adaptability and effectiveness extend to other industries, including risk management and technology, suggesting a strong fit for any organization seeking comprehensive marketing support.
Read All Reviews

Select Industry to see insights

Other Industry Financial services Other industries

Was this helpful?

More responsive than most other service providers

CSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

Was this helpful?

View projects from:

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

Was this helpful?
View Profile Visit Website
1-800Accountant

4.5 31 reviews

Verified

Undisclosed

Undisclosed

50 - 249

Largo, FL

Services provided

100% Accounting

1-800Accountant is an accounting services firm specializing in bookkeeping, CPA, tax preparation, and financial advisory. Reviews highlight their affordability, responsiveness, and comprehensive tax management, with over 90% of clients expressing satisfaction. Clients appreciate their friendly approach and timely communication, with no significant areas for improvement noted.

See all 31 projects
Reviews mention Unique expertise
Clients have expressed high satisfaction with 1-800Accountant's unique expertise in tax management and accounting services. One client noted their impressive knowledge and responsiveness, highlighting effective communication and cost-effective solutions tailored to specific business needs. The firm’s entrepreneurial background also instilled confidence in their capabilities. Overall, the feedback reflects a strong sentiment favoring their specialized skills and commitment to client support.

Tax Management & Consultancy for Medical Dosimetry Provider

5.0 Jan 12, 2022

We’re very impressed with their expertise and knowledge of tax management.
Read Full Review

Read All Reviews

Was this helpful?
4 of 4 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Management & Consultancy for Medical Dosimetry Provider
5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read more
Read 4 Reviews

Was this helpful?

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.
Read All Reviews

Was this helpful?

Largo, FL

6565 Ulmerton Road
Largo, FL 33771
76 - 100

866-807-5637

See All Locations (3)

Was this helpful?
View Profile Visit Website
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.
Read more

View Profile Visit Website
CFO Worx

5.0 1 review

Verified

$1,000+

$100 - $149 / hr

10 - 49

Tampa, FL

Services provided

15% Accounting

40% Fractional CFO Services

20% Finance & Accounting Outsourcing (FAO) +2 services

15% Financial Consulting

10% Business Consulting

CFO Worx is a fractional CFO and M&A advisory firm providing strategic financial leadership to mid-market private companies. We partner with businesses generating $4M to $80M+ in revenue to
Read more
See all 1 projects

View Profile Visit Website

Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.

Get My Matches

AccountingDepartment.com

Not yet reviewed

Verified

Undisclosed

Undisclosed

50 - 249

Naples, FL

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

AccountingDepartment.com is an Accounting and Finance & Accounting Outsourcing (FAO) company. Based in Naples, Florida, the company provides Accounting and Finance & Accounting Outsourcing (FAO).
Read more

View Profile Visit Website
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 firm specializing in managed IT services, automation, and IT infrastructure support. Their clients praise their deep technical expertise, responsiveness, and strong project management skills. Approximately 90% of the feedback highlights their excellent service delivery and commitment to client needs, with areas for improvement mentioned by around 10% of reviewers relating mainly to reporting and project management practices.

See all 3 projects
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.
Read Full Review

Read All Reviews

Was this helpful?
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.
Read All Reviews

Select Industry to see insights

Nonprofit Software Manufacturing

Was this helpful?

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.
Read All Reviews

Was this helpful?
View projects from:

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)

Was this helpful?
View Profile Visit Website
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.
Read more

More responsive than most other service providers

Dark Horse CPAs is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

Was this helpful?

Ponte Vedra Beach, FL

4210 Valley Ridge Boulevard
Ponte Vedra Beach, FL 32081
1

6197361404

See All Locations (7)

Was this helpful?

View Profile Visit Website
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.

See all 6 projects
Reviews mention Trustworthy
Clients consistently describe La Rusa as a trustworthy partner, emphasizing their reliability and accuracy in financial management. One client noted, 'I can fully trust and rely on La Rusa,' highlighting a two-year partnership without any mistakes. Another client stated, 'We have not just an accountant, but partners whom we trust,' showcasing their commitment to client care beyond financial transactions. Overall, the sentiment is overwhelmingly positive, reflecting confidence in La Rusa's services.

Accounting Services for Fintech Company

5.0 Jun 23, 2021

I partner with different outsourcing companies. And it is always pretty difficult to find someone that you can fully trust and rely on La Rusa is one of them. In 2 years when we are working together, they haven't made any mistakes or slip-ups. I never had any questions or complaints about their work. I’ve been able to rely on their services and never question what they’re doing.
Read Full Review

Financial Accounting & Consulting for Software Dev Company

5.0 May 7, 2021

I rely on our books more than ever since 2014 and finally, I can make resolutions according to our books. Now we have not just an accountant, but partners whom we trust and who care about our company, not just money.
Read Full Review

Read All Reviews

Was this helpful?
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
Read 5 Reviews

Was this helpful?

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.
Read All Reviews

Select Industry to see insights

Other Industry IT Services Financial services Advertising & marketing

Was this helpful?

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.
Read All Reviews

Was this helpful?
View Profile
Omnis Bookkeeping & Business Solutions

5.0 1 review

Undisclosed

$50 - $99 / hr

2 - 9

Sarasota, FL

Services provided

100% Accounting

Omnis Bookkeeping & Business Solutions is an accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. The company's reviews reflect a high level of client satisfaction, with unanimous praise (100% positive feedback) for their efficiency, reliability, and comprehensive bookkeeping solutions. Clients particularly appreciate their ability to manage extensive accounting needs, such as payroll, invoicing, and financial statement preparation.

See all 1 projects

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
Read 1 Review

Was this helpful?

Industry Experience

Omnis Bookkeeping & Business Solutions demonstrates substantial expertise in the construction industry, providing comprehensive bookkeeping services including payroll, invoicing, and financial reporting. Clients have noted their efficiency and the elimination of the need for in-house bookkeeping, underscoring the positive impact on operational management. Overall sentiment is highly favorable, indicating that their services are particularly well-suited for businesses seeking reliable and customized financial solutions.
Read All Reviews

Select Industry to see insights

Construction

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Clients express satisfaction with Omnis Bookkeeping & Business Solutions' pricing and value for money. One client, spending approximately $2,000 monthly, notes that the service eliminates the need for an in-house bookkeeper, highlighting significant cost savings. The efficiency and responsiveness of the team, particularly in customizing services, are frequently praised, indicating that clients perceive high value in their investment. Overall, feedback reflects a positive sentiment regarding the company's cost-effectiveness and service quality.
Read All Reviews

Was this helpful?

View Profile
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 a firm specializing in auditing and accounting services, providing financial and tax guidance to businesses. Feedback highlights their exceptional responsiveness and communication, with 100% of reviewers praising their reliability and professionalism. Their ability to foster strong client relationships and maintain consistent communication is frequently noted as a key strength.

See all 1 projects

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
Read 1 Review

Was this helpful?

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.
Read All Reviews

Select Industry to see insights

Healthcare

Was this helpful?

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.
Read All Reviews

Was this helpful?

View Profile
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 company specializing in financial reporting, KPI dashboard creation, and interim accounting support. They have received 100% positive feedback, with clients praising their technological adeptness and responsiveness. Approximately 70% of reviewers commend their data analytics capabilities and ability to integrate multiple data sources into cohesive KPI dashboards.

See all 2 projects

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
Read 2 Reviews

Was this helpful?

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.
Read All Reviews

Select Industry to see insights

Healthcare

Was this helpful?

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.
Read All Reviews

Was this helpful?

View Profile
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 proficient in Accounting Services, including Tax Preparation and Financial Reporting, with a particular strength in using Xero software. The firm is recognized for its tech-savvy team and efficient project management, consistently receiving positive feedback, indicating strong client satisfaction and successful engagements.

See all 1 projects

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
Read 1 Review

Was this helpful?

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.
Read All Reviews

Select Industry to see insights

Retail

Was this helpful?

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.
Read All Reviews

Was this helpful?

View Profile
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.

See all 6 projects
Reviews mention Great project management
Clients have expressed strong satisfaction with HSP Group’s project management capabilities, highlighting their impressive speed, strong communication, and high-quality support. One client noted that senior HR professionals consistently delivered on time, effectively addressing all needs during the project. Overall, the sentiment reflects confidence in HSP Group's ability to manage projects efficiently and meet client expectations.

HR Services for Sustainable Solutions Company

5.0 May 9, 2025

Their speed, strong communication, and project management skills are impressive.
Read Full Review

Read All Reviews

Was this helpful?
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
Read 1 Review

Was this helpful?

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.
Read All Reviews

Select Industry to see insights

Medical Consulting Energy & natural resources Financial services Manufacturing

Was this helpful?

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.
Read All Reviews

Was this helpful?
View Profile
Vertex Accounting

4.9 5 reviews

$1,000+

$300+ / hr

10 - 49

St. Petersburg, FL

Services provided

100% Accounting

Vertex Accounting is a professional firm specializing in comprehensive accounting services, including bookkeeping, financial reporting, and tax preparation. The company has received positive feedback, with 100% of reviewers highlighting their timely and accurate service delivery. Clients commend their expertise in AppFolio software and effective project management, which has improved financial processes and clarity for their clients.

See all 5 projects
Reviews mention Timely
Vertex Accounting has received positive feedback regarding their timeliness in project delivery. Clients have noted that they consistently deliver on time, with one client reporting a reduction in month-end closing time from the 10th to the 7th of each month. While revisions may require additional time, overall communication and project management were satisfactory, demonstrating Vertex Accounting's commitment to meeting deadlines and client expectations.

Accounting Services for Property Management Company

5.0 Aug 31, 2026

Vertex Accounting has delivered accurate accounting and on-time month-end closing. Our closing time has been reduced from the 10th of each month to the 7th, and all bills are posted and paid on time. Additionally, our property accounting records in AppFolio are cleaner than before.
Read Full Review

Accounting Services for Property Management Company

5.0 Aug 31, 2026

They deliver on time. We communicate via virtual meetings, emails, and messaging apps.
Read Full Review

Read All Reviews

Was this helpful?
1 of 1 reviews is 5 stars

1 new review for Accounting services

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Vertex Accounting has received positive feedback for their expertise in providing day-to-day accounting services for property management, particularly in AppFolio software. Clients have noted significant improvements, such as reducing month-end closing times from the 10th to the 7th and maintaining accurate records. The firm is commended for their timely delivery and effective communication. Overall, sentiment towards Vertex Accounting is favorable, with clients highlighting their reliability and proficiency in handling complex accounting tasks.
Read 1 Recent Review

Was this helpful?

1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Property Management Company
5.0 — Vertex Accounting provides property accounting services for a property management company. The team handles bills, posts rental income and Section 8 receipts, manages vendors, and creates monthly Read more
Read 1 Review

Was this helpful?

Industry Experience

Vertex Accounting has demonstrated strong expertise in the energy & natural resources and real estate industries. Clients in the energy sector appreciated their development of financial models tailored to specific project needs, citing good value and timely delivery. In real estate, Vertex Accounting excelled in property accounting, leading to improved efficiency and accuracy in financial reporting. Overall, feedback highlights their professionalism, timely project management, and specialized knowledge, particularly in accounting software like AppFolio, making them a suitable choice for businesses in these sectors.
Read All Reviews

Select Industry to see insights

Real estate

Was this helpful?
View Profile
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 offering bookkeeping, financial reporting, and financial advisory services. Reviews highlight their expertise in cash flow management and margin analysis, with 100% of feedback praising their flexibility and deep industry knowledge. The firm is commended for its ability to enhance financial control and deliver customized financial solutions.

See all 1 projects

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
Read 1 Review

Was this helpful?

Industry Experience

Yggdrasil Financial LLC has demonstrated strong expertise in the Chemicals & Biotechnology industry, particularly in financial management and accounting. Feedback highlights their ability to customize financial solutions, including cash flow forecasting and margin analysis, contributing significantly to improved financial control and operational efficiency. Clients appreciate their deep knowledge and flexibility, indicating a positive overall sentiment. This provider is well-suited for businesses seeking tailored financial services and strategic insights in this sector.
Read All Reviews

Select Industry to see insights

Chemicals & Biotechnology

Was this helpful?

Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have reported that Yggdrasil Financial LLC provides excellent value for money, particularly highlighting the customized cash flow forecast and margin analysis they developed. One client noted a significant improvement in financial management after investing approximately $7,500. The flexibility and deep knowledge of the team, especially Tine, were praised, indicating that the investment has led to substantial benefits without any noted areas for improvement.
Read All Reviews

Was this helpful?

View Profile
Palisades Hudson

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Fort Lauderdale, FL

Services provided

80% Accounting

20% Business Consulting

Palisades Hudson is a comprehensive accounting services firm specializing in Tax Preparation, Bookkeeping, and Financial Advisory. With 100% positive feedback from clients, the firm is praised for its hands-on customer service and flexibility, exemplified by offering discounts to small businesses. Clients appreciate their proactive problem-solving and the detailed, accessible financial explanations they provide.

See all 1 projects

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
Read 1 Review

Was this helpful?

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.
Read All Reviews

Select Industry to see insights

Design

Was this helpful?

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.
Read All Reviews

Was this helpful?

View Profile
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.
Read more

View Profile
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.
Read more

View Profile
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 an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. With a focus on personalized service, they maintain a 100% satisfaction rate across reviews, emphasizing their efficiency, timeliness, and ability to handle complex financial needs. Clients highlight their cohesive teamwork and customized solutions, with 75% praising their professionalism and responsiveness.

See all 6 projects
Reviews mention Trustworthy
The feedback regarding Accountants on Air strongly emphasizes their trustworthiness. A client from Fouxx LLC noted their personalized approach and the assurance that they provide full attention to their needs, stating, 'They are very trustworthy.' The client also highlighted their excellent communication and responsiveness, reinforcing a sense of reliability. Overall, the sentiment is highly positive, with no suggested areas for improvement, indicating a strong foundation of trust in their services.

Accounting Services for Online Fashion Retail Company

4.0 Dec 20, 2021

They have a personalized approach and are very trustworthy. We feel very comfortable with them; they give their full attention. Overall, they take responsibility for any issues and provide excellent service.
Read Full Review

Read All Reviews

Was this helpful?
3 of 4 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Streamline Bookkeeping & Tax Records for Healthcare Company
5.0 — Accountants on Air was hired to organize and streamline bookkeeping and tax records for a healthcare company. Read more
Read 4 Reviews

Was this helpful?

Industry Experience

Accountants on Air has demonstrated expertise across various industries, including healthcare, retail, and media. Clients in healthcare appreciate their ability to streamline bookkeeping and ensure compliance, noting high client satisfaction. Retail clients commend their efficiency and personalized service, while media companies highlight their comprehensive financial support. Overall, feedback is overwhelmingly positive, with strengths in accuracy, communication, and tailored solutions, making them a strong candidate for clients in these sectors.
Read All Reviews

Select Industry to see insights

Healthcare Media Retail

Was this helpful?

Boca Raton, FL

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

See All Locations (2)

Was this helpful?
View Profile
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.
Read more

Miami, FL

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

3233831553

See All Locations (2)

Was this helpful?

View Profile
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.
Read more

View Profile
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.
Read more

Jacksonville, FL

301 West Bay Street
Jacksonville, FL 32202
2 - 5

800-530-6854

See All Locations (3)

Was this helpful?

View Profile
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.
Read more

View Profile
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.
Read more

View Profile
PuzzleHR

3.5 3 reviews

Undisclosed

Undisclosed

250 - 999

Tampa, FL

Services provided

25% Accounting

38% HR Consulting

37% Recruiting

Puzzle HR is an HR consulting firm that was engaged to create handbooks, job descriptions, and compliance training. However, client feedback highlights serious issues with their professionalism and service delivery. Notably, 100% of the feedback was negative, citing unmet deadlines, poor communication, and lack of competence. Overall, clients express strong dissatisfaction and would not recommend Puzzle HR for consulting services.

See all 3 projects
Reviews mention Adaptable
PuzzleHR has received positive feedback regarding its adaptability in managing HR functions for its clients. One client noted that PuzzleHR tailored their engagement to the evolving needs of the business, transitioning to a lighter plan when full services were no longer necessary. This adaptability was appreciated, as it demonstrated a commitment to long-term partnership rather than a rigid service model. Clients highlighted the responsiveness of PuzzleHR, indicating they never had to chase for updates or support.

Compliance Consulting for Business services

5.0 Sep 9, 2026

The thing that mattered most for us was that they adapted their engagement to where we actually were rather than to what they'd sold us. When our business changed and we no longer needed the full scope, they moved us to their Comply plan. A vendor who tells you to spend less is telling you something about how they intend to work with you long-term.
Read Full Review

Read All Reviews

Was this helpful?
2 of 2 reviews are 5 stars

$50,000 – $199,999 avg. project cost

Reviewed 2 times in the past 6 months
PuzzleHR has received highly positive feedback from recent clients, highlighting their effective management of HR processes and payroll services. One client noted a significant reduction in HR issues and praised the team's professionalism and responsiveness. Another client commended PuzzleHR for their ability to handle complex employee relations with sound judgment, ensuring compliance with changing regulations. Overall, clients appreciate the tailored support and adaptability of PuzzleHR, with many indicating a strong likelihood of recommending their services.
Read 2 Recent Reviews

Was this helpful?

Industry Experience

PuzzleHR has demonstrated expertise across various industries, notably in Fitness, eCommerce, and Business Services. In the Fitness sector, clients praised their effective management of HR processes and payroll, emphasizing professionalism and attention to detail. However, feedback from the eCommerce industry was overwhelmingly negative, citing severe mismanagement and unprofessional behavior. In contrast, clients in Business Services highlighted PuzzleHR's ability to handle complex HR functions with strong judgment and compliance, resulting in successful outcomes without the need for an internal HR function. Overall, PuzzleHR is well-regarded in Fitness and Business Services, but their performance in eCommerce raises concerns.
Read All Reviews

Select Industry to see insights

Fitness Business services eCommerce

Was this helpful?

View projects from:

Nashville, Tennessee (1) Chicago, Illinois (1) Grand Junction, Colorado (1)

Was this helpful?
View Profile
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.
Read more

View Profile
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.
Read more

View Profile
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.
Read more

View Profile
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.
Read more

View Profile
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.

See all 2 projects
Reviews mention Unique expertise
Clients have praised DCG | CPA and Management Consulting Firm for their unique expertise in finance and accounting, highlighting their ability to provide 24/7 support and a diverse team of specialists. One client noted that the firm's comprehensive knowledge allowed for seamless operations, even during staff absences. Overall, feedback reflects a positive sentiment, with clients appreciating the firm's responsiveness and the significant improvements brought to their financial processes.

Accounting Services for Nonprofit Health Clinic

5.0 Aug 7, 2023

What is so great about DCG is it is 24/7, and the support is always there. Their team has a handful of experts whose skills translate in many areas of accounting and finance.
Read Full Review

Read All Reviews

Was this helpful?
2 of 2 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Nonprofit Health Clinic
5.0 — DCG | CPA and Management Consulting Firm oversees the financial aspects of a nonprofit health clinic. The team manages accounts payable, payroll, monthly reporting, cash flow forecasting, and more. Read more
Read 2 Reviews

Was this helpful?

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.
Read All Reviews

Select Industry to see insights

Healthcare Advertising & marketing

Was this helpful?

Miami Beach, FL

429 Lenox Avenue
Miami Beach, FL 33139
2 - 5

See All Locations (6)

Was this helpful?
View Profile
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.
Read more

View Profile
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).
Read more

View Profile
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.

See all 1 projects

View Profile
Tafe LLC

4.8 3 reviews

Undisclosed

Undisclosed

2 - 9

Miami, FL

Services provided

90% Accounting

5% Business Consulting

5% Finance & Accounting Outsourcing (FAO)

Tafe LLC, a reputable firm specializing in Accounting Services, has garnered positive feedback for its CPA reviews, financial auditing, and meticulous attention to detail. Clients appreciate their professionalism and timely delivery, with 100% of reviews highlighting these strengths. The company excels in providing Financial Reporting, Audit Services, and Financial Statement Preparation, ensuring accurate and comprehensive financial oversight for their clients.

See all 3 projects
Reviews mention Professional
Tafe LLC has received consistently high praise for its professionalism across multiple client engagements. Clients noted their impressive level of professionalism, integrity, and attention to detail, with one stating that all deliverables were timely and thoroughly explained. Another client highlighted the company's ability to deliver on time and provide valuable insights during the project. Overall, the sentiment reflects a strong confidence in Tafe LLC's capabilities, with no significant areas for improvement identified by clients.

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.
Read Full Review

CPA Review for Retail Company

5.0 Sep 2, 2026

We were impressed by their professionalism and attention to detail.
Read Full Review

Read All Reviews

Was this helpful?
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 Tafe LLC highlight a strong overall sentiment, with clients praising their professionalism, integrity, and attention to detail. One client noted a successful CPA review that resulted in timely deliverables and effective communication. Another emphasized Tafe LLC's ability to reconcile financial records, eliminating backlogs and enhancing decision-making. Clients found Tafe LLC's services to be a good cultural and financial fit, with no significant areas for improvement identified.
Read 2 Recent Reviews

Was this helpful?

2 of 3 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

CPA Review for Retail Company
5.0 — TAFE LLC conducted a CPA review of the past two years for a retail company. Read more
Read 3 Reviews

Was this helpful?

Average Project Cost Breakdown

What Clients Have Said
Tafe LLC is recognized for providing good value for money, as highlighted by clients who noted that the pricing fit their budgets and aligned with their expectations. One client specifically mentioned that Tafe LLC offered great value for the cost, while another emphasized their professionalism and timely delivery of services. Overall, clients expressed satisfaction with the financial insights and organizational improvements achieved through Tafe LLC's engagements, indicating a strong sentiment regarding the company's cost-effectiveness.
Read All Reviews

Was this helpful?
View Profile
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.
Read more

View Profile
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.

See all 1 projects

View Profile
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.
Read more

View Profile
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.
Read more

View Profile
Sebanda Insurance

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Miami, FL

Services provided

100% Insurance Services & Brokers

Sebanda Insurance is an Insurance Services & Brokers company. Founded in 2018, the team focuses on Insurance Services & Brokers.
Read more

View Profile
Level Accounting & Advisory

Not yet reviewed

$5,000+

Undisclosed

10 - 49

Vero Beach, FL

Services provided

100% Accounting

Level Accounting & Advisory is an Accounting company headquartered in Vero Beach, Florida. They provide Accounting.
Read more

View Profile
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.
Read more

View Profile
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.
Read more

View Profile
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.
Read more

View Profile
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.
Read more

View Profile
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).
Read more

View Profile
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.
Read more

View Profile
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.
Read more

View Profile
Mina Mar Group

Not yet reviewed

$10,000+

$150 - $199 / hr

10 - 49

West Palm Beach, FL

Services provided

60% Financial Advising & Planning

40% Business Consulting

Mina Mar Group, a Financial Advising & Planning company, was launched in 2006. The small team specializes in Financial Advising & Planning and Business Consulting.
Read more

View Profile
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.
Read more

$600 $750 $1,000

Accounting, Tax, and Advisory Package
Our monthly accounting package integrates bookkeeping with tax and advisory services, with the flexibility to add other services as needed. Please get in touch with us to schedule a discovery call, and we will provide you with a proposal for the services you need.
View Packages

Was this helpful?

View Profile
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).
Read more

View Profile
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).
Read more

View Profile

Tell us what you need — we’ll match you with top agencies in minutes.

Get My Matches

Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

In-depth client interviews and ratings
Comprehensive project details
Market presence
Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

Top Financial Services Firms in Florida

List of the Top Florida Financial Services Companies

Reviews mention Exceptional results

SEO, Digital Strategy & Content Mktg for Loan Origination Co

Industry Experience

Select Industry to see insights

CSTMR is very responsive

Reviews mention Unique expertise

Tax Management & Consultancy for Medical Dosimetry Provider

Tax Management & Consultancy for Medical Dosimetry Provider

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Great project management

Managed IT Services for Nonprofit Organization

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Dark Horse CPAs is very responsive

Reviews mention Trustworthy

Accounting Services for Fintech Company

Financial Accounting & Consulting for Software Dev Company

Tax Resolution Services for IT Services Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Bookkeeping Services for Pool Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Annual Audit & Tax Guidance for Healthcare Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Financial Consulting for Dermatology Clinic

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Accounting for Shopify Migration Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Great project management

HR Services for Sustainable Solutions Company

Payroll, Accounting & Benefits Administration for Mining Co

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Timely

Accounting Services for Property Management Company

Accounting Services for Property Management Company

Reviewed 1 time in the past 6 months

Accounting Services for Property Management Company

Industry Experience

Select Industry to see insights

Financial Services for Recruiting & Staffing Consultancy

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Tax Accounting & Prep for Creative Marketing Agency

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Trustworthy

Accounting Services for Online Fashion Retail Company

Streamline Bookkeeping & Tax Records for Healthcare Company

Industry Experience

Select Industry to see insights

Reviews mention Adaptable

Compliance Consulting for Business services

Reviewed 2 times in the past 6 months

Industry Experience