Top Financial Services Firms in Los Angeles
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$50,000+$200 - $300 / hr10 - 49Serves Los Angeles, CAServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR 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.
Reviews mention Unique expertise
Clients have praised CSTMR for their unique expertise, particularly in the financial services sector. One client noted CSTMR's ability to guide companies new to marketing, emphasizing their insightful approach to content creation and strategic growth. The involvement of founder Rory H. during weekly calls has been highlighted as a significant advantage, providing valuable insights. Overall, sentiment regarding CSTMR's expertise is highly positive, with clients appreciating their tailored strategies and deep understanding of industry dynamics.-
SEO, Digital Strategy & Content Mktg for Loan Origination Co
4.5 Jun 10, 2024CSTMR’s domain expertise in the financial services industry is quite good. Another strength of CSTMR is leading teams that are going down the marketing route for the first time. CSTMR brings a unique voice that helps shape the content from a future brand awareness standpoint. On the digital front, CSTMR is highly attuned to the realities of our technologies, which aren’t the most expensive or leading tools.
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Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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$25,000+Undisclosed250 - 999Serves Los Angeles, CAServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent 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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
50% Accounting50% Business ConsultingBased in Torrance, California, Lieb, Cody and Co., CPA's, Inc. Is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
100% AccountingRustanius and Norton CPA, PC is an Accounting company. They are located in Torrance, California and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
100% AccountingIntegrity Accounting Services, Inc. Is a small Accounting company based in Torrance, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
100% AccountingHW LLP Certified Public Accountants and Financial Advisors is an Accounting company in Los Angeles, California. They provide Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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85% Accounting15% Business ConsultingHumiston & Company, CPAs is an Accounting company. The Los Angeles, California-based agency was founded in 1981. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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80% Accounting20% Business ConsultingSCHALLER & BLATT, INC is an Accounting company. The team focuses on Accounting and Business Consulting and is located in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingEstablished in 2018, Taxing Cryptocurrency is an Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
80% Accounting20% Business ConsultingLA Financial Management is an Accounting company established in 2016. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
100% AccountingEconoSolutions, Inc is an Accounting company. Based in Burbank, California, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
100% AccountingSee all 1 projectsTULATAX Tax Service offers services in Tax Preparation and related financial areas. Customer feedback highlights significant dissatisfaction with the accuracy and integrity of their services, including issues with incorrect tax filings and allegations of misappropriated funds. Clients report a lack of transparency and responsiveness, recommending against their services.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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100% AccountingAccounting company 9Financial LLP was founded in 2011. The team offers Accounting and is located in Los Angeles, California.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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80% Accounting20% Business ConsultingRamineh, Fani, Nowakhtar & Rashidi, LLP. Is an Accounting company. Headquartered in Los Angeles, California, the company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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100% AccountingEstablished in 1995, Gerry Andrade & Associates is a small Torrance, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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75% Accounting25% Business ConsultingCummins & Regenhardt, Inc. CPAs is an Accounting company headquartered in Torrance, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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100% AccountingICAN Tax Prep & Accounting is a small Accounting company based in Torrance, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Torrance, CA
Services provided
70% Accounting30% Business ConsultingServatius, O'Brien & Fong, LLP is a Torrance, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
100% AccountingCreal & Creal, An Accountancy Corp is an Accounting company. They are located in Torrance, California and have small team. Their services include Accounting.
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UndisclosedUndisclosedFreelancerTorrance, CA
Services provided
100% AccountingMotalebi & Associates CPA is an Accounting company. The company is based in Torrance, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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100% AccountingIraj Pessian & Associates is a small Torrance, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
75% Accounting25% Business ConsultingRobert A. Morin, CPA is an Accounting company. They are based in Los Angeles, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerTorrance, CA
Services provided
100% AccountingNukariya CPA Office is an Accounting company based in Torrance, California. They provide Accounting and were established in 2017.
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UndisclosedUndisclosed10 - 49Torrance, CA
Services provided
100% AccountingGilbert H Brown & Associates Inc is an Accounting company. Their small team is located in Torrance, California. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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100% AccountingAccounting company Andrade & Associates. Inc was founded in 1995. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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70% Accounting30% Business ConsultingEstablished in 1978, StateWide Accounting & Taxes is an Accounting company. Headquartered in Torrance, California, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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70% Accounting30% Business ConsultingRoscoe & Swanson Accountancy Corporation is an Accounting company. Their small team is based in Torrance, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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100% AccountingAbrahamian Tax & Accounting Firm, a small Accounting company, is headquartered in Burbank, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ontario, CA
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80% Accounting20% Business ConsultingAffordable Tax and Business Services is a small Accounting company headquartered in Ontario, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
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80% Accounting20% Business ConsultingModern CPAs, Inc. Is a Newport Beach, California-based Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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100% AccountingEXA Services, LLC. Is an Accounting company. The Riverside, California-based agency was founded in 2015. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lynwood, CA
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80% Accounting20% Business ConsultingIn Lynwood, California, Frank Ramirez and Co is an Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lynwood, CA
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80% Accounting20% Business ConsultingAccounting company Pascual & Associates was launched in 2002. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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100% AccountingCaswell & Associates, an Accounting company, was founded in 1979. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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100% AccountingAccounting company Charles McDonough Accountancy Corporation is located in Torrance, California. Established in 1979, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Rancho Cucamonga, CA
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100% AccountingMike Pichay Certified Public Accountant is an Accounting company launched in 2008. The firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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20% Accounting30% Commercial Property Management20% Digital Strategy +3 services10% Building Security Services10% Business Consulting10% Financial ConsultingFounded in 1976, Nationwide Property Management Inc is a Commercial Property Management company. The small team offers Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9El Monte, CA
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50% Accounting50% Business ConsultingFounded in 1972, William L. Bingley, CPA, a small Accounting and Business Consulting company, is in El Monte, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9El Monte, CA
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100% AccountingNVE Associates is a small Accounting company based in El Monte, California. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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100% AccountingFoumberg, Juneja, Rocher & Co. Is a small Accounting company. Launched in 1987, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Orange, CA
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100% AccountingWilliam R. Frey Accounting is a small Accounting company based in Orange, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Santa Clarita, CA
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70% Accounting30% Business ConsultingHEDMAN PARTNERS - CPAS AND BUSINESS ADVISORS, a small Accounting company, is located in Santa Clarita, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerOrange, CA
Services provided
100% AccountingAccounting company In Balance Bookkeeping Services was founded in 2007. Headquartered in Orange, California, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Orange, CA
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100% AccountingSmall Business Tax is an Accounting company. Their small team is in Orange, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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80% Accounting20% Business ConsultingLocated in Irvine, California, KW Total Business Services is an Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orange, CA
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100% AccountingSilverberg & Cook is an Orange, California-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Yorba Linda, CA
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100% AccountingRuth Zakowski, CPA is a Yorba Linda, California-based Accounting company. They offer Accounting and were established in 2003.
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UndisclosedUndisclosed10 - 49Anaheim, CA
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100% AccountingBased in Anaheim, California, Stage 1 Financial is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9San Dimas, CA
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80% Accounting20% Business ConsultingROGER ROSSMEISL, CPA, an Accounting company, is located in San Dimas, California. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brea, CA
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100% AccountingAccounting company Schlotzhauer & West, Certified Public Accountants is based in Brea, California. Launched in 2018, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Yorba Linda, CA
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80% Accounting20% Business ConsultingAccounting company Larry Ostrosky & Associates was launched in 1991. The team specializes in Accounting and Business Consulting and is headquartered in Yorba Linda, California.
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UndisclosedUndisclosed2 - 9Brea, CA
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80% Accounting20% Business ConsultingFocus CPA Group is an Accounting company. The Brea, California-based company was founded in 2004. Their team offers Accounting and Business Consulting.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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- Market presence and reputation in the industry
List of the Top 12 Los Angeles Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Manhattan Beach, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
$5,000+$150 - $199 / hr2 - 9Irvine, CA
Ability to deliver
26/40.016.2/20 Reviews5.2/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Los Angeles, CA
Ability to deliver
25.7/40.016.4/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+< $25 / hr2 - 9Los Angeles, CA
Ability to deliver
24/40.016.2/20 Reviews1.5/10 Clients & Experience6.4/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
23.9/40.015.6/20 Reviews3.4/10 Clients & Experience4.9/10 Market PresenceService focus
15% Accounting85% Other -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Ability to deliver
23.5/40.016.2/20 Reviews1.3/10 Clients & Experience5.9/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr10 - 49Culver City, CA
Ability to deliver
23/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr2 - 9Glendale, CA
Ability to deliver
22.6/40.016.2/20 Reviews1.4/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr50 - 249Rolling Hills Estates, CA
Ability to deliver
22.1/40.016.6/20 Reviews0.7/10 Clients & Experience4.8/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Whittier, CA
Ability to deliver
22.1/40.016.2/20 Reviews0.7/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
$1,000+$25 - $49 / hr50 - 249Santa Monica, CA
Ability to deliver
15.3/40.00/20 Reviews6.3/10 Clients & Experience9/10 Market PresenceService focus
100% Accounting -
Undisclosed< $25 / hr1,000 - 9,999Los Angeles, CA
Ability to deliver
26.9/40.015.2/20 Reviews2.2/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
10.2/40.00/20 Reviews5.1/10 Clients & Experience5.2/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
Ability to deliver
9.8/40.00/20 Reviews2.4/10 Clients & Experience7.4/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
Ability to deliver
9.8/40.03.2/20 Reviews0/10 Clients & Experience6.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed250 - 999Pasadena, CA
Ability to deliver
8.8/40.00/20 Reviews0/10 Clients & Experience8.8/10 Market PresenceService focus
60% Accounting40% Other -
$5,000+$100 - $149 / hr50 - 249El Segundo, CA
Ability to deliver
8.1/40.00/20 Reviews1/10 Clients & Experience7.1/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
Ability to deliver
7.7/40.00/20 Reviews0/10 Clients & Experience7.7/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
Ability to deliver
7.4/40.00/20 Reviews1.8/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
Ability to deliver
7.4/40.00/20 Reviews0/10 Clients & Experience7.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$100 - $149 / hr250 - 999Monterey Park, CA
Ability to deliver
7.2/40.00/20 Reviews0/10 Clients & Experience7.2/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr10 - 49Los Angeles, CA
Ability to deliver
6.3/40.00/20 Reviews0/10 Clients & Experience6.4/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Ability to deliver
6.2/40.00/20 Reviews0/10 Clients & Experience6.2/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
80% Accounting20% Other
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