Top Financial Services Firms in Maryland
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List of the Top Maryland Financial Services Companies
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$50,000+$200 - $300 / hr10 - 49Serves MarylandServices 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.
1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 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.Was this helpful?
Industry Experience
CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial servicesWas this helpful?
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?
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This provider is fluent in 2 languages:
- English
- Spanish
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$25,000+Undisclosed250 - 999Serves MarylandServices 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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George Dimov, CPA
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Undisclosed$200 - $300 / hr10 - 49Rockville, MDServices provided
85% Accounting15% Tax LawSee all 28 projectsGeorge Dimov, CPA is an accounting firm specializing in services including bookkeeping, tax preparation, audit services, financial reporting, and business auditing. The reviews indicate a strong reputation for professionalism, responsiveness, and tailored solutions, with 100% of feedback being positive. Clients frequently praise the firm's attention to detail and ability to exceed expectations, with notable mentions of efficient tax filing and proactive financial advisory.
Reviews mention Well-organized projects
Clients have consistently praised the company for its well-organized project management. Feedback highlights include 'excellent, organized, thorough and timely' workflows, and a team described as 'pleasant, helpful, organized and very knowledgeable.' The overall sentiment reflects a high level of satisfaction with the company's ability to maintain structure and efficiency throughout engagements, leading to repeat business.-
Accounting & Tax Preparation Service for Landscaping Company
5.0 Mar 2, 2024Emails get replied to within hours. I have never seen anything like this & wish my own business was as quick to reply! Yes, delivery was on time. The responsiveness, flexibility, and proactive thinking. They are on top of deliverables before anyone else is even thinking about them.
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CPA Accounting Services for Media Production Company
4.5 Mar 10, 2021How effective was the workflow between your team and theirs? Excellent, organized, thorough and timely. We were impressed with their patience, courteousness, and efficiency.
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2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In the past six months, clients have praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One finance director highlighted the team's ability to deliver a thorough audit process efficiently, while an executive noted the speed and quality of day-to-day accounting services. Overall sentiment is highly positive, with clients expressing satisfaction and a willingness to recommend the firm for reliable and trustworthy accounting services.Was this helpful?
More responsive than most other service providers
Get in TouchGeorge Dimov, CPA is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
Rockville, MD
5 North Adams Street
Rockville, MD 208502 - 5
See All Locations (12)Rockville, MD
5 North Adams Street
Rockville, MD 208506 - 9
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UndisclosedUndisclosed10 - 49Gaithersburg, MD
Services provided
80% Accounting20% Business ConsultingSee all 5 projectsDeLeon & Stang is a professional accounting services firm specializing in tax preparation, business auditing, and financial advisory. They consistently receive positive feedback for their professionalism, responsiveness, and organization, with approximately 80% of reviewers highlighting their effective communication and project management. Clients appreciate their ability to provide excellent tax filing and financial reporting services, although suggestions for improved data security were noted.
Reviews mention Accessible
Clients have consistently praised DeLeon & Stang for their accessibility and responsiveness throughout the audit process. One client noted, 'The team was very responsive to all questions that we had,' highlighting their availability and professionalism. Additionally, the use of a secure internet site for document management facilitated efficient communication, ensuring that all parties met deadlines. Overall, the sentiment reflects a strong appreciation for the firm's commitment to accessibility and client support.-
Accounting Services for Nonprofit Financial Organization
5.0 May 10, 2021Everything is done through a secure internet site, very easy to use and upload documents. All parties involved always met the deadlines. The team was very responsive to all questions that we had.
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3 of 4 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Database Architect
5.0 — DeLeon & Stang has helped a database architect prepare their taxes and compare their financial statements for many years. Their work helps the client have a clearer understanding of their Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive DeLeon & Stang as providing good value for money, with one customer noting an increase in fees from $500 to $1,000 per year due to inflation, yet considering it worth the cost. Another client reported spending $25,000 for comprehensive tax and consulting services, highlighting their professionalism and responsiveness. Overall, the sentiment reflects satisfaction with the quality of service relative to the fees charged, indicating that clients believe they receive substantial value.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49Annapolis, MD
Services provided
85% Accounting15% Business ConsultingSee all 1 projectsLombardo Ayers & Company, LLC is a professional accounting services firm specializing in Tax Preparation, Bookkeeping, and Financial Reporting. Clients value their expertise in financial analysis and proactive tax strategy, appreciating their reliability and effective communication. Reviews highlight the firm’s ability to enhance financial decision-making and their accessibility, with 100% of reviewers noting their trustworthiness and strategic input.
1 of 1 Accounting reviews are 5 starsUnknown avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Validation and Tax Preparation for Digital Agency
5.0 — Lombardo reviews and approves an internal accounting department’s work on a monthly basis. They provide financial advice, quarterly and year-end taxes, and help identify opportunities for Read moreWas this helpful?
Industry Experience
Lombardo Ayers & Company, LLC has demonstrated expertise primarily in the IT Services sector, where they provide comprehensive accounting and tax solutions. Clients have highlighted their reliability, proactive communication, and strategic insights, particularly in tax planning and compliance. The overall sentiment suggests strong satisfaction with their ability to enhance financial decision-making. Organizations in IT Services seeking trustworthy financial oversight and strategic tax guidance would find Lombardo Ayers & Company to be a suitable partner.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of Lombardo Ayers & Company, LLC express strong satisfaction with the firm's cost-effectiveness and pricing structure. One client noted that they appreciate the flat-rate year-end tax preparation and hourly billing, which provide transparency. The overall sentiment indicates that clients find value in the expertise and reliability offered, with one remarking on the firm's proactive communication and strategic financial advice, enhancing their financial decision-making without specific areas for improvement.Was this helpful?
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UndisclosedUndisclosed10 - 49Columbia, MD
Services provided
50% Accounting25% Commercial Financing25% Funding & InvestmentSee all 1 projectsBarney And Company is an accounting services firm specializing in estate planning and tax preparation. Reviews indicate a 100% satisfaction rate, with clients praising their professional, timely service and reasonable costs. Many reviewers recommend the firm for both personal and business needs, highlighting their personable approach and effective communication.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Estate Planning & Taxes for Nonprofit
5.0 — Barney And Company provided estate planning and tax services for a nonprofit. They were hired for their reasonable prices and quality results. Read moreWas this helpful?
Industry Experience
Barney And Company has received positive feedback primarily from clients in the nonprofit sector, particularly emphasizing their expertise in estate planning and taxes. Clients appreciate their professional and timely service, alongside transparent billing practices. The overall sentiment is highly favorable, with clients noting the firm's personable approach and effective communication. This suggests that organizations in need of reliable financial and tax-related services may find Barney And Company to be a suitable partner.
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NonprofitWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently noted that Barney And Company offers reasonable pricing and excellent value for money. One reviewer highlighted the firm's cost as 'very reasonable' with an 'upfront' billing structure that avoids surprises. Overall sentiment reflects satisfaction with both the quality of service and the affordability, leading clients to recommend the company for various needs, including estate planning and taxes.Was this helpful?
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$1,000+$100 - $149 / hr1,000 - 9,999Calverton, MD
Services provided
100% AccountingSee all 2 projectsCliftonLarsonAllen is a professional firm specializing in CPA-reviewed financial statements, financial advisory, and accounting services. Reviewers commend their thorough and accurate financial reporting and the structured safeguards they implement. Additionally, 100% of the feedback highlights their knowledgeable CPAs providing valuable guidance on tax preparation and financial issues.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Charity
4.5 — A charity partners with CliftonLarsonAllen to completely manage their accounting department. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive CliftonLarsonAllen's services as offering good value for money, particularly due to their thorough and accurate financial statements. One client noted an investment of approximately $30,000 annually, citing significant improvements in financial safeguards and business operations. Overall sentiment reflects satisfaction with the cost relative to the quality of service, although there are suggestions for enhanced expertise in specific accounting software.Was this helpful?
See All Locations (2)Calverton, MD
11710 Beltsville Drive Suite 300,
Calverton, MD 20705151 - 200
301.931.2050
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UndisclosedUndisclosed10 - 49Bethesda, MD
Services provided
50% Accounting50% Business ConsultingSee all 1 projectsRyan & Wetmore, PC is a comprehensive accounting services firm providing expertise in strategic tax planning, financial reporting, and startup mentorship. The company has received uniformly positive feedback, with 100% of reviewers praising their timely project delivery and extensive tax and accounting knowledge. Clients appreciate their ability to consistently stay on or below budget.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Software Service Company
5.0 — Ryan & Wetmore, PC provides ongoing accounting support to a SaaS startup. Beyond strategic tax planning, they’ve also supported the startup through the COVID-19 pandemic and offered overall Read moreWas this helpful?
Industry Experience
Ryan & Wetmore, PC has received positive feedback primarily from the Human Resources industry, particularly SaaS companies. Their expertise in accounting services, strategic tax planning, and startup mentorship has been highly praised. Clients commend their reliability, professionalism, and deep understanding of the tax and accounting landscape. Overall, the sentiment is positive, suggesting they are a strong fit for businesses seeking reliable financial guidance and support, especially within technology and service-oriented sectors.
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Human ResourcesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Ryan & Wetmore, PC as offering excellent value for money, with one client noting that they consistently deliver high-quality services while staying on or below budget. The founder of Lattus highlighted their strategic tax planning and overall support during the pandemic, emphasizing satisfaction with their timely and efficient work. Overall, the sentiment is positive, with clients appreciating the firm's expertise and cost-effectiveness.Was this helpful?
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UndisclosedUndisclosed10 - 49Frederick, MD
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsBusiness Management Company, Inc. is a comprehensive accounting services firm specializing in tax preparation, payroll management, and financial advisory. Reviewers highlight their strategic business consulting and reliability, with over 80% praising their expertise in financial reporting and business auditing. Clients appreciate their proactive approach and strong relationships, underscoring a trustworthy partnership and significant client satisfaction.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Taxes, Payroll, & Business Consulting for B2B Mktg. Agency
5.0 — Business Management Company, Inc. handles business and personal tax preparation, payroll, bank reconciliations, and final tax reporting. They also help with business growth and financial Read moreWas this helpful?
Industry Experience
Business Management Company, Inc. has received positive feedback primarily from clients in the Advertising and Marketing industry. Their expertise in payroll, tax preparation, and business consulting has significantly aided clients in navigating financial challenges. Reviewers highlight their strong strategic support and commitment to client relationships, emphasizing the provider's reliability and depth of knowledge. Overall, the sentiment is highly favorable, suggesting that businesses in similar sectors would benefit greatly from their services.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend Business Management Company, Inc. for providing substantial value relative to their cost, typically ranging from $8,000 to $10,000 annually. One client noted that the investment yields a better understanding of financial options and consistent problem-solving, emphasizing their trust and responsiveness. Despite minor hiccups over the years, the overall sentiment reflects satisfaction with their service quality and expertise, with clients feeling that they receive worth for their expenditure.Was this helpful?
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UndisclosedUndisclosed2 - 9Waldorf, MD
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsBridgett Mock & Associates, P.A. is an accounting services firm specializing in Tax Preparation, Payroll, and Bookkeeping for small businesses. Reviewers consistently highlight their strong communication and personalized service, with 100% praising their single point of contact approach. The firm is noted for making complex financial tasks manageable, particularly appreciating their tailored services for nonprofit organizations.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Prep & Payroll for Youth Soccer Club
5.0 — Bridgett Mock & Associates, P.A. performs tax accounting and payroll services for a soccer club. Read moreWas this helpful?
Industry Experience
Bridgett Mock & Associates, P.A. has garnered positive feedback primarily within the nonprofit sector, particularly in managing accounting and tax needs for organizations like soccer clubs. Clients highlight their strong organizational skills, effective communication, and personalized service as key strengths. The firm’s expertise in supporting small businesses and nonprofits is notable, with clients appreciating their dedicated single point of contact. Overall, the sentiment indicates a strong fit for clients in the nonprofit and small business industries.
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NonprofitWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed high satisfaction with Bridgett Mock & Associates, P.A.'s pricing and value for money. One client highlighted a yearly investment of $2,500–$3,000, noting a discounted rate for non-profit organizations. They appreciate the strong communication and personalized service, which enhances the perceived value. Overall, the sentiment reflects that the firm's services are both affordable and effective, making them a reliable choice for small businesses and organizations.Was this helpful?
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UndisclosedUndisclosed10 - 49Frederick, MD
Services provided
25% Accounting25% Business Consulting25% Commercial Financing +1 service25% Financial Advising & PlanningSee all 1 projectsHildebrand, Limparis & Associates, CPAs, PC is a distinguished accounting firm specializing in Tax Preparation, Financial Advisory, and Accounting Services. Their clients have expressed satisfaction with their deep expertise in tax-related matters and effective financial consulting, although some mention a desire for improved digital tools. Overall, their long-term partnerships reflect a positive reception of their services.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Software Development Agency
5.0 — Hildebrand, Limparis & Associates, CPAs, PC is providing accounting services to a development firm. They help the company close their books annually, and they assist in crafting tax planning Read moreWas this helpful?
Industry Experience
Hildebrand, Limparis & Associates, CPAs, PC has received positive feedback primarily from clients in the software industry, highlighting their strengths in tax planning, consulting, and responsiveness. Clients appreciate their expertise in navigating tax complexities and their long-term partnerships. The overall sentiment is favorable, particularly for software companies seeking reliable tax guidance and business optimization strategies. Potential clients in this sector are likely to find a strong match with this provider.
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SoftwareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally express satisfaction with the cost and value provided by Hildebrand, Limparis & Associates, CPAs, PC. One client noted a $100,000 investment over 15 years, highlighting the firm's effective tax planning and consulting services that ensured compliance with state and IRS regulations. Although there were minor concerns about responsiveness, clients appreciate the depth of knowledge and the quality of advice received, indicating strong overall value for money.Was this helpful?
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UndisclosedUndisclosed10 - 49Columbia, MD
Services provided
100% AccountingSee all 12 projectsCSI Accounting & Payroll is a comprehensive accounting firm providing services such as bookkeeping, tax preparation, and payroll processing. Reviews consistently praise their professionalism and responsiveness, with 100% of feedback indicating timeliness and customer-centric service. Clients appreciate their expertise in financial reporting and tax advisory, particularly highlighting their effective communication and swift resolution of accounting complexities.
Reviews mention Easy to work with
Clients consistently highlight CSI Accounting & Payroll's professionalism and responsiveness, noting their ease of communication and timely execution of tasks. For instance, a CEO remarked on their 'amazing' ability to complete action points promptly and with high standards, while another client praised their quick responsiveness and effective workflow. Overall, the sentiment reflects that CSI is a highly cooperative and accommodating partner, making them a favorable choice for accounting services.-
Accounting Services for International Amazon Seller
5.0 Apr 28, 2022The onboarding process was well-organized. Our account manager is easy to reach and provides frequent updates. We talk on the phone at least once a month and use email for everything else.
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Accounting Services for Lawn Care Service Provider
5.0 Mar 9, 2021They are professional, easy to get a hold of, quick to respond to requests.
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Industry Experience
CSI Accounting & Payroll has demonstrated strong expertise across various industries, including Legal, Restaurants, Retail, Healthcare, Financial Services, Business Services, and Utilities. Clients commend their responsiveness, accuracy, and comprehensive service offerings, particularly in navigating complex financial regulations and support during crises like COVID-19. Overall, the sentiment is overwhelmingly positive, highlighting their strengths in client communication and tailored solutions, making them a suitable choice for businesses in need of reliable accounting and payroll services.
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Legal Restaurants Other Industry Retail Business services Healthcare Financial services UtilitiesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express satisfaction with CSI Accounting & Payroll's cost structure, noting it offers excellent value for money. One client highlighted their competitive pricing and flexible billing options, while another appreciated the fair billing for services used. The sentiment across multiple reviews indicates that clients feel they receive significant support and expertise relative to the fees charged, reinforcing the perception of CSI as a trusted and valuable partner.Was this helpful?
More responsive than most other service providers
Get in TouchCSI Accounting & Payroll 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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$10,000+$300+ / hr2 - 9Gaithersburg, MD
Services provided
20% Accounting35% Commercial Property Management15% Business Consulting +3 services10% Commercial Development10% Commercial Financing10% Financial ConsultingCommercial Property Management company Oculus Realty LLC was launched in 2010. The team specializes in Commercial Property Management and Accounting.
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UndisclosedUndisclosed10 - 49Columbia, MD
Services provided
20% Accounting25% Finance & Accounting Outsourcing (FAO)20% Financial Advising & Planning +3 services15% Business Consulting10% Commercial Financing10% Document Digitization & ManagementLaunched in 1987, Bowman & Company CPA, PC is a small Columbia, Maryland-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and
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UndisclosedUndisclosed50 - 249Rockville, MD
Services provided
33% Accounting33% Financial Advising & Planning24% Business Consulting +1 service10% Financial ConsultingSee all 1 projectsAronson LLC provides comprehensive Accounting services, including Audit Services and Tax Preparation. The overall feedback highlights their timely financial reporting and alignment with client values, making them a reliable partner for financial needs. Clients appreciate their reasonable pricing and professional communication through various channels.
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UndisclosedUndisclosed50 - 249Owings Mills, MD
Services provided
50% Accounting50% Business ConsultingGlass Jacobson Financial Group is an Owings Mills, Maryland-based Accounting and Business Consulting company. They focus on Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Westminster, MD
Services provided
70% Insurance Services & Brokers30% Financial Advising & PlanningM-Life Insurance is an Insurance Services & Brokers company. Based in Westminster, Maryland, the company specializes in Insurance Services & Brokers and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Bethesda, MD
Services provided
100% AccountingCBM Accounting is an Accounting company based in Bethesda, Maryland and Washington, District of Columbia. Launched in 1924, the team provides Accounting.
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$5,000+$200 - $300 / hr250 - 999Bethesda, MD
Services provided
75% Accounting25% Financial Advising & PlanningLaunched in 1980, Rubino & Company, Chartered is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Rockville, MD
Services provided
60% Financial Advising & Planning20% Financial Consulting20% Funding & InvestmentFerguson Johnson Wealth Management is a Financial Advising & Planning company. The company is in Rockville, Maryland. Their services include Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Laurel, MD
Services provided
80% Accounting20% Business ConsultingACR Accounting & Consulting Resources is a small Accounting company. They provide Accounting and Business Consulting and were established in 1998.
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UndisclosedUndisclosed2 - 9Baltimore, MD
Services provided
80% Accounting10% Business Consulting5% Recruiting +1 service5% StaffingRosario Accounting Firm, a small Accounting company, is headquartered in Baltimore, Maryland and Baltimore, Maryland. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Timonium, MD
Services provided
30% Accounting30% Business Valuation Services30% Commercial Financing +1 service10% Business ConsultingEstablished in 2018, Vallit Advisors, LLC. Is a Commercial Financing company. The agency provides Commercial Financing and Accounting.
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$1,000+< $25 / hr2 - 9Cockeysville, MD
Services provided
100% Financial Advising & PlanningFinancial Advising & Planning company Marshall Financial Group, LLC provides Financial Advising & Planning. They were launched in 2015.
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UndisclosedUndisclosed50 - 249Owings Mills, MD
Services provided
50% Accounting50% Business ConsultingBusiness Consulting and Accounting company Clearview Group was launched in 2011. The company focuses on Business Consulting and Accounting, and is midsize.
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UndisclosedUndisclosedFreelancerTowson, MD
Services provided
100% AccountingSee all 1 projectsChan H. Park is a CPA specializing in tax preparation and filing services. With a long-standing client relationship since 2007, the feedback highlights his exceptional response time and thorough communication. Notably, 100% of reviewers express satisfaction, citing no areas for improvement in his accounting services.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Accounting for Children's Clothing Store
5.0 — Chan H. Park files the annual taxes for a small children’s clothing store. Read moreWas this helpful?
Industry Experience
Chan H. Park has received positive feedback primarily in the Consumer Products industry, specifically from a children's clothing store. Clients appreciate his timely and thorough responses, indicating strong project management skills and effective communication. His expertise in tax support has alleviated burdens for clients, allowing them to focus on their core business activities. Overall, the sentiment is highly favorable, suggesting a good fit for businesses needing reliable tax and accounting services within consumer-oriented sectors.
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Consumer ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Chan H. Park's services as offering excellent value for money, with one client noting an annual investment of $600–$800 for tax support since 2007. Feedback highlights the efficiency gained by outsourcing tax filing, allowing clients to focus on their business. The responsiveness and thoroughness of Chan H. Park have also been commended, contributing to a positive overall sentiment regarding cost-effectiveness and service quality.Was this helpful?
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UndisclosedUndisclosed10 - 49Baltimore, MD
Services provided
35% Accounting35% Financial Advising & Planning30% Finance & Accounting Outsourcing (FAO)See all 1 projectsPL Consulting is an accounting services provider specializing in bookkeeping, tax preparation, payroll, and financial reporting. Reviews highlight their ability to assist with building business plans and financial projections, with 100% of reviewers noting their excellent communication and fair pricing. Their dedication to client needs and ability to go the extra mile are consistently praised.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Consulting for Management Consulting Firm
5.0 — A management consulting firm hired PL Consulting to provide accounting consulting. They assist the in bookkeeping, taxes, payroll, building business plans, projections, financial reports, among Read moreWas this helpful?
Industry Experience
PL Consulting has demonstrated expertise in the consulting industry, particularly in accounting services, bookkeeping, tax management, and financial reporting. Clients appreciate their proactive communication, fair pricing, and willingness to exceed expectations. Overall sentiment in this sector is highly positive, with the firm recognized as a valuable partner for businesses needing guidance in financial matters.
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ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have praised PL Consulting for their fair pricing and perceived high value for money. One client highlighted that they spent less than $10,000 for ongoing services, describing the pricing as 'great' and the company as willing to go the extra mile. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their offerings, with no significant concerns raised about pricing or value.Was this helpful?
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UndisclosedUndisclosed10 - 49Bowie, MD
Services provided
100% AccountingSee all 1 projectsAims LLC is an accounting services firm specializing in tax preparation, financial reporting, and CPA services. Reviews highlight their expertise in providing tax advantages, effective project management, and strong federal accounting knowledge. With 100% positive feedback, clients commend their IT integration and advisory on mergers and acquisitions, though some suggest expanding their team to support growth.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Training & Coaching Company
5.0 — A training and coaching company engaged with Aims LLC for their accounting services. They start every project with a profile assessment to determine if their services are fit for the client's Read moreWas this helpful?
Industry Experience
Aims LLC has received positive feedback primarily within the business services industry, showcasing their expertise in accounting and financial services. Clients commend their project management, federal accounting knowledge, and ability to optimize tax advantages, particularly for mergers and acquisitions. Overall sentiment indicates strong satisfaction with Aims LLC’s capabilities, making them a suitable choice for businesses seeking reliable accounting support.
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Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed positive sentiments regarding Aims LLC's cost-effectiveness, noting the investment range of $5,000–$15,000 for comprehensive accounting services. Feedback highlights their excellent project management and ability to maximize tax advantages, reinforcing the value for money provided. One client emphasized the firm's proficiency in federal accounting and tax strategies, recommending Aims LLC for businesses seeking accounting expertise. Overall, clients perceive Aims LLC as delivering strong value relative to their pricing.Was this helpful?
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UndisclosedUndisclosed10,000+Germantown, MD
Services provided
25% Accounting55% Commercial Financing20% Business ConsultingTeam Base is a Commercial Financing company. Founded in 2023, their team specializes in Commercial Financing and Accounting.
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Undisclosed$100 - $149 / hr10 - 49Cape Saint Claire, MD
Services provided
30% Accounting70% Digital Asset ManagementBlockchain Crypto Tax Prep is a Digital Asset Management company located in Cape Saint Claire, Maryland. They provide Digital Asset Management and Accounting.
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Undisclosed< $25 / hr10 - 49Rockville, MD
Services provided
50% Accounting50% Financial Advising & PlanningRomano and Mitchell CPA is a small Accounting and Financial Advising & Planning company founded in 2023. Their services include Accounting and Financial Advising & Planning.
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$1,000+$200 - $300 / hr2 - 9Ellicott City, MD
Services provided
60% Fractional CFO Services10% Business Valuation Services10% Finance & Accounting Outsourcing (FAO) +2 services10% Financial Advising & Planning10% Financial ConsultingFractional CFO Services company Sustain CFO Services offers Fractional CFO Services and Finance & Accounting Outsourcing (FAO). They were established in 2016.
Read more -
$5,000+$200 - $300 / hr2 - 9Hagerstown, MD
Services provided
20% Accounting60% Tax Law20% Financial Advising & PlanningNTAPS INC is a Tax Law company. Established in 2021, the agency focuses on Tax Law and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Baltimore, MD
Services provided
40% Accounting40% Business Consulting10% Financial Consulting +1 service10% Tax LawLaunched in 2018, Rhythmic Financial LLC is a Business Consulting company. Their services include Business Consulting and Accounting.
Read more -
Undisclosed$50 - $99 / hr2 - 9Owings Mills, MD
Services provided
65% Accounting35% Financial Advising & PlanningLocated in Owings Mills, Maryland, Zag Consulting Group is a small Accounting company. The team provides Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Greenbelt, MD
Services provided
40% Accounting20% Business Consulting20% Financial Advising & Planning +1 service20% Financial ConsultingService Professionals BPO is an Accounting company. Based in Greenbelt, Maryland, their small team specializes in Accounting and Business Consulting. The company was established in 2024.
Read more -
UndisclosedUndisclosed2 - 9Owings Mills, MD
Services provided
100% AccountingFounded in 2018, CPA Cloud Keeper Inc., a small Accounting company, is based in Owings Mills, Maryland. Their team provides Accounting.
Read more -
$1,000+$50 - $99 / hr50 - 249Hagerstown, MD
Services provided
25% Accounting25% Business Continuity Management25% Business Valuation Services +1 service25% Compliance ConsultingLaunched in 2023, Edge RCM is an Accounting company. Headquartered in Hagerstown, Maryland, the team offers Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed1,000 - 9,999Baltimore, MD
Services provided
50% Financial Advising & Planning50% Funding & InvestmentFounded in 2007, Passive Capital Managament is a Financial Advising & Planning and Funding & Investment company. The company provides Financial Advising & Planning and Funding & Investment.
Read moreBaltimore,
2650 Quarry Lake
Baltimore, 21209501 - 750
13154783130
See All Locations (2)Baltimore, MD
2650 Quarry Lake Drive
Baltimore, MD 21208201 - 250
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UndisclosedUndisclosed250 - 999Sparks Glencoe, MD
Services provided
60% Accounting20% Business Consulting20% Finance & Accounting Outsourcing (FAO)SC&H Group is an Accounting company. Launched in 1991, the agency is located in Sparks Glencoe, Maryland. Their team offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Bethesda, MD
Services provided
100% AccountingGoldin Group LLC is an Accounting company. The Bethesda, Maryland-based firm focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Columbia, MD
Services provided
100% AccountingHearn and Associates LLC is an Accounting company. Founded in 2008, the firm specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Bethesda, MD
Services provided
50% Accounting50% Real Estate LawAccounting and Real Estate Law company Mullins, PC is based in Bethesda, Maryland. Their services include Accounting and Real Estate Law.
Read more -
$250,000+$300+ / hr2 - 9Forest Hill, MD
Services provided
20% Accounting20% Financial Advising & Planning20% Financial Consulting +2 services20% Funding & Investment20% Insurance Services & BrokersAccounting company Chesapeake Financial Planners is based in Forest Hill, Maryland. Their services include Accounting and Financial Advising & Planning.
Read more -
$1,000+$25 - $49 / hr2 - 9Upper Marlboro, MD
Services provided
25% Accounting25% Business Consulting25% Financial Consulting +2 services15% Funding & Investment10% Document Digitization & ManagementRoyale Tax & Financial Services is a Business Consulting company. Founded in 2019, their team provides Business Consulting and Accounting.
Read more -
$1,000+< $25 / hr50 - 249Towson, MD
Services provided
20% Accounting15% Back Office Outsourcing15% Call Center Services +5 services10% Content Moderation Services10% Customer Service Outsourcing10% Digital Asset Management10% Environmental Consulting10% Sales OutsourcingVirtuAssistPlus, an Accounting company, is based in Towson, Maryland and Harare, Zimbabwe. The team focuses on Accounting and Call Center Services.
Read more -
Undisclosed$150 - $199 / hr50 - 249Baltimore, MD
Services provided
100% AccountingGross Mendelsohn and Associates is an Accounting company. Established in 1960, their team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Bethesda, MD
Services provided
100% AccountingEstablished in 2011, BusinessWise CPA, a small Accounting company, is in Bethesda, Maryland. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Annapolis, MD
Services provided
100% AccountingMKS, an Accounting company, offers Accounting. The firm is in Annapolis, Maryland.
Read more -
$1,000+$100 - $149 / hr2 - 9Camp Springs, MD
Services provided
100% AccountingAccounting company Capital T. Solutions specializes in Accounting. They are located in Camp Springs, Maryland.
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$1,000+$100 - $149 / hr2 - 9Waldorf, MD
Services provided
100% AccountingCPA Tax Shop, an Accounting company, was launched in 2013. The firm specializes in Accounting, and is small.
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$1,000+$100 - $149 / hr2 - 9Adamstown, MD
Services provided
100% AccountingLaunched in 2014, Dynamic CPA and Consulting Services is an Accounting company. The firm provides Accounting.
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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 10 Maryland Financial Services Companies
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UndisclosedUndisclosed10 - 49Gaithersburg, MD
Ability to deliver
25.5/40.015.6/20 Reviews3.3/10 Clients & Experience6.6/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr10 - 49Annapolis, MD
Ability to deliver
22.6/40.016.2/20 Reviews1/10 Clients & Experience5.4/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed10 - 49Columbia, MD
Ability to deliver
21.5/40.016.2/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr1,000 - 9,999Calverton, MD
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Bethesda, MD
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed10 - 49Frederick, MD
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9Waldorf, MD
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Frederick, MD
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Columbia, MD
Ability to deliver
25.6/40.016/20 Reviews3.9/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
Undisclosed$200 - $300 / hr10 - 49Rockville, MD
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$10,000+$300+ / hr2 - 9Gaithersburg, MD
Ability to deliver
7.1/40.00/20 Reviews1.8/10 Clients & Experience5.3/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49Columbia, MD
Ability to deliver
7.1/40.00/20 Reviews1.8/10 Clients & Experience5.3/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed50 - 249Rockville, MD
Ability to deliver
6.8/40.00/20 Reviews0/10 Clients & Experience6.8/10 Market PresenceService focus
33% Accounting33% Financial Advising & Planning34% Other -
UndisclosedUndisclosed50 - 249Owings Mills, MD
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+< $25 / hr10 - 49Westminster, MD
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
30% Financial Advising & Planning70% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Bethesda, MD
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
100% Accounting -
$5,000+$200 - $300 / hr250 - 999Bethesda, MD
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
75% Accounting25% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Rockville, MD
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
60% Financial Advising & Planning40% Other -
UndisclosedUndisclosed10 - 49Laurel, MD
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9Baltimore, MD
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Timonium, MD
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr2 - 9Cockeysville, MD
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed50 - 249Owings Mills, MD
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosedFreelancerTowson, MD
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Baltimore, MD
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
35% Accounting35% Financial Advising & Planning30% Other
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