Home Financial Services United States Florida Miami

Top Financial Services Firms in Miami

Ratings Updated: June 8, 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
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Miami, FL

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 that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.

See all 7 projects
1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of CSTMR highlight a strong sentiment of satisfaction among clients, particularly regarding their expertise in branding and content strategy. One client from ValidMind noted that CSTMR's work led to a tripling of website traffic and customer acquisition within a year. The agency's responsiveness and methodical project management were also praised, with no significant areas for improvement identified. Clients advise potential customers to clearly outline their goals to maximize collaboration.
Read 1 Recent Review

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.
Read All Reviews

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
Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves Miami, FL

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

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

See all 2 projects

1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more
Read 1 Review

Was 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.
Read All Reviews

Select Industry to see insights

Hospitality & leisure

Was this helpful?

Average Project Cost Breakdown

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

Was this helpful?

View Profile Visit Website
Auxis

4.8 3 reviews

Look for Verified Providers

Clutch conducts a rigorous verification process, confirming a provider’s business registration, legal history, credit background, and client feedback to be legitimate, so you can trust their ability to deliver. Learn More

Verified

Undisclosed

Undisclosed

1,000 - 9,999

Plantation, FL

Services provided

10% Accounting

15% AI Development

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

15% IT Managed Services

10% Back Office Outsourcing

10% Cloud Consulting & SI

10% IT Staff Augmentation

10% Mobile App Development

5% BI & Big Data Consulting & SI

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

See all 3 projects
Reviews mention Knowledgeable
Clients have consistently praised Auxis for their extensive technical knowledge and expertise in automation technologies. One client highlighted the team's 'deep technical knowledge of the tools' and their effective communication during multiple knowledge-sharing sessions. The positive sentiment reflects a strong confidence in Auxis's ability to handle complex automation projects, though some suggested improvements in project management practices for better visibility and control.

Robotic Process Automation for Cloud Computing Company

4.5 Aug 16, 2022

Team with very deep technical knowledge of the tools with good experience doing similar implementation both internally and externally with other customers.
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
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
White Label Accounting Inc

5.0 12 reviews
Verified

$1,000+

$25 - $49 / hr

10 - 49

Miami, FL

Services provided

60% Accounting

20% Tax Law

10% ERP Consulting and SI +1 service

10% Finance & Accounting Outsourcing (FAO)

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

See all 12 projects
Reviews mention Accommodating
Clients consistently highlight 360 Accounting Pro Inc's accommodating nature, noting their responsiveness and willingness to address requests promptly. One client remarked on their ability to clear up queries within 24 hours and their eagerness to engage in discussions about project direction. Another client emphasized their swift task completion and can-do attitude. Overall, the sentiment reflects high satisfaction with the company's attentiveness and support throughout the engagement.

Accounting Services for E-Learning Services Provider

5.0 Sep 11, 2024

They completed tasks swiftly and kept me updated on their developments. When I write them to ask them to do something, they usually respond in a day or two. They were very accommodating to my requests.
Read Full Review

Accounting Services for Property Management Company

5.0 Sep 3, 2024

They are incredibly responsive, kind, and accommodating. We could always count on the team and Mohit to be there whenever we needed their help. It's good that they finish the task right away.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

White Label Accounting Inc demonstrates considerable expertise across various industries, including Financial Services, Advertising & Marketing, Hospitality & Leisure, Education, Legal, Nonprofit, and Real Estate. Clients commend their responsiveness, meticulous work, and strong cultural alignment. Notably, their impact ranges from improved financial management in hospitality to streamlined bookkeeping in education and nonprofit sectors, yielding high satisfaction and efficiency. Overall, they are well-suited for businesses seeking dependable accounting solutions in these sectors.
Read All Reviews

Select Industry to see insights

Financial services Advertising & marketing Hospitality & leisure Other Industry Education Information technology Legal Nonprofit Real estate

Was this helpful?
View projects from:

United States (9) Australia (1) Hong Kong (1) England (1)

This provider is fluent in 1 language:

English

This provider is available in 1 time zone:

Eastern Standard Time (EST)

Was this helpful?
$50 Accounting and Bookkeeping services $150 Accounting and Bookkeeping services $400 Accounting and Bookkeeping services

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

Was this helpful?
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

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

Accounting Services for Nonprofit Health Clinic

5.0 Aug 7, 2023

Delivered on time and as expected. They respond very quickly to items and follow through on the deliverables.
Read Full Review

Read All 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?

Average Project Cost Breakdown

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

Was this helpful?

Miami Beach, FL

429 Lenox Avenue
Miami Beach, FL 33139
2 - 5

See All Locations (6)

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

See all 1 projects

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?

Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Reviewers in Miami highlight Accountants in Miami's professionalism in handling audits and financial consulting, emphasizing their prompt communication and long-term relationship. Their expertise ensures smooth compliance and financial management for local clients.
Read Local Reviews

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

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 received positive feedback from clients in the Chemicals & Biotechnology sector, showcasing their expertise in financial management, including cash flow forecasting, accounting, and bookkeeping. Clients commend their deep knowledge, flexibility, and significant impact on financial control and organization. Overall sentiment reflects strong satisfaction with Yggdrasil's ability to tailor solutions to specific needs, making them well-suited for businesses looking for comprehensive financial support within this industry.
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 offers exceptional value for money, particularly highlighting the firm's flexibility and deep expertise in financial management. One client noted an investment of approximately $7,500 led to substantial improvements in financial control and management, describing the collaboration as transformative. Overall, feedback emphasizes that the quality of service provided justifies the cost, with no areas for improvement identified in their offerings.
Read All Reviews

Was this helpful?

View Profile
True Accounting & Finance Experts

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Miami, FL

Services provided

90% Accounting

5% Business Consulting

5% Finance & Accounting Outsourcing (FAO)

True Accounting & Finance Experts is a professional accounting services firm specializing in bookkeeping, financial audits, and financial advisory. They have received 100% positive feedback for their timely delivery, professionalism, and ability to simplify complex financial tasks. Clients appreciate their integrity and the successful execution of services like financial audits and reconciliation, strengthening internal controls and maintaining funding compliance.

See all 2 projects
Reviews mention Well-organized projects
Clients have consistently praised True Accounting & Finance Experts for their well-organized project management. One CEO highlighted their proactive and deadline-driven approach, noting that the team successfully completed a financial audit and maintained federal funding without interruptions. The client's feedback emphasized the team's ability to simplify complex processes and enhance financial organization, making records audit-ready. Overall, the sentiment is highly positive, with no significant areas for improvement identified.

Financial Audit Services for Housing Services Company

5.0 Dec 17, 2025

True Accounting & Finance Experts' project management was highly organized, proactive, and deadline-driven. We communicated via virtual meetings.
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
In the past six months, clients have praised True Accounting & Finance Experts for their professionalism and timely delivery. One client highlighted the successful reconciliation of financial discrepancies and improved decision-making support. Another noted the team's ability to manage complex audits effectively, ensuring compliance with state requirements and maintaining federal funding. Overall, feedback indicates a strong alignment with client needs, high-quality service, and no significant areas for improvement.
Read 2 Recent Reviews

Was this helpful?

1 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Audit Services for Housing Services Company
5.0 — True Accounting & Finance Experts completed a financial audit for a residential home for children. The team submitted everything required by the state to maintain the client's federal funding. Read more
Read 2 Reviews

Was this helpful?

Average Project Cost Breakdown

What Clients Have Said
Clients have consistently noted True Accounting & Finance Experts' competitive pricing and strong value for money. One client highlighted that their 'pricing fit our budget' and emphasized 'good value for cost.' Another client praised their effective project management and timely delivery, stating they met all regulatory requirements without interruptions. Overall, sentiment is positive, with clients appreciating the balance between affordability and quality service.
Read All Reviews

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
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
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
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
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
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
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
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
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

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

Financial Consulting for Dermatology Clinic

5.0 Sep 19, 2025

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

Read All 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?

1 of 1 Miami-based review is 5 stars

Unknown avg. project cost for Accounting services in Miami

Miami-based Accounting project highlight

Accounting for Private Investment Firm
5.0 — Acclarity provided interim accounting support for a private investment firm. The team created KPI dashboards from multiple sources and provided financial consulting for the client's portfolio Read more
Read Similar Reviews

Was this helpful?
View Profile
SMAART Company

5.0 1 review

$1,000+

$200 - $300 / hr

10 - 49

Hialeah, FL

Services provided

25% Accounting

25% Tax Law

20% Financial Advising & Planning +4 services

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

5% Back Office Outsourcing

5% Document Digitization & Management

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

See all 1 projects

View Profile
EmpHire - An HR Solutions Company

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Miami, FL

Services provided

50% Accounting

25% Recruiting

25% Staffing

EmpHire - An HR Solutions Company is a large Accounting company located in Miami, Florida. The team offers Accounting and Staffing.
Read more

View Profile
Nperspective CFO & Strategic Services

Not yet reviewed

$5,000+

Undisclosed

10 - 49

Miami, FL

Services provided

30% Accounting

55% Finance & Accounting Outsourcing (FAO)

10% Business Consulting +1 service

5% ERP Consulting and SI

Nperspective CFO & Strategic Services is a Finance & Accounting Outsourcing (FAO) company. Founded in 2005, the firm provides Finance & Accounting Outsourcing (FAO) and Accounting.
Read more

Miami, FL

701 Brickell Avenue, Ste. 1550
Miami, FL 33131
21 - 30

4074882042

See All Locations (3)

Was this helpful?

View Profile
The Network Firm

Not yet reviewed

$1,000+

$150 - $199 / hr

10 - 49

Miami, FL

Services provided

50% Accounting

25% Compliance Consulting

25% Finance & Accounting Outsourcing (FAO)

Located in Miami, Florida, The Network Firm is an Accounting company. They focus on Accounting and Finance & Accounting Outsourcing (FAO).
Read more

View Profile
Landa & Associates Tax & Accounting Firm

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Miami, FL

Services provided

100% Accounting

Landa & Associates Tax & Accounting Firm is a Miami, Florida-based Accounting company. Their services include Accounting.
Read more

View Profile
DAB Premium Finance

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

Hialeah, FL

Services provided

10% Accounting

80% Finance & Accounting Outsourcing (FAO)

10% Business Consulting

DAB Premium Finance is a Finance & Accounting Outsourcing (FAO) company. They were founded in 2011 and provide Finance & Accounting Outsourcing (FAO) and Business Consulting.
Read more

View Profile
Lemoti

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Miami, FL

Services provided

20% Accounting

20% Finance & Accounting Outsourcing (FAO)

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Fractional CFO Services

Lemoti is a Finance & Accounting Outsourcing (FAO) company. The Miami, Florida-based company offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more

View Profile
Strand Tax and Accounting Services

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Aventura, FL

Services provided

40% Accounting

20% Financial Advising & Planning

20% Financial Consulting +1 service

20% Fractional CFO Services

Founded in 2017, Strand Tax and Accounting Services is an Accounting company. The small team specializes in Accounting and Financial Advising & Planning.
Read more

View Profile
Iensure

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Miami Lakes, FL

Services provided

100% Insurance Services & Brokers

Based in Miami Lakes, Florida, Iensure is an Insurance Services & Brokers company. They offer Insurance Services & Brokers.
Read more

View Profile
GGA Insurance & Bonds

Not yet reviewed

$1,000+

Undisclosed

10 - 49

Miami, FL

Services provided

35% Insurance Services & Brokers

30% Intellectual Property Law

20% Corporate Relocation +2 services

10% Mobile & App Marketing

5% Architectural Design

GGA Insurance & Bonds is a Miami, Florida-based Insurance Services & Brokers company. Their services include Insurance Services & Brokers and Intellectual Property Law.
Read more

View Profile
GLOBAL EXPERT RESOURCES INC.

Not yet reviewed

$10,000+

$25 - $49 / hr

10 - 49

Doral, FL

Services provided

20% Accounting

50% Financial Consulting

20% Marketing Strategy +1 service

10% Business Consulting

GLOBAL EXPERT RESOURCES INC. Is a Financial Consulting company established in 2006. The company offers Financial Consulting and Marketing Strategy.
Read more

View Profile
Sela Tax & Accounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Miami, FL

Services provided

100% Accounting

Sela Tax & Accounting, an Accounting company, specialize in Accounting. They were established in 2012.
Read more

View Profile
Dawn Financial

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

North Miami, FL

Services provided

20% Financial Consulting

15% Business Valuation Services

15% Funding & Investment +5 services

15% Market Research

10% Commercial Financing

10% Financial Advising & Planning

10% Marketing Strategy

5% Finance Law

Dawn Financial is a Financial Consulting company. Their small team is based in North Miami, Florida. Their services include Financial Consulting and Market Research.
Read more

View Profile
Irazu Advisors

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Kendall, FL

Services provided

80% Accounting

20% Finance & Accounting Outsourcing (FAO)

Irazu Advisors, an Accounting company, is based in Kendall, Florida. They offer Accounting and Finance & Accounting Outsourcing (FAO).
Read more

View Profile
InvestPro Advisor

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Miami, FL

Services provided

5% Accounting

45% Corporate Training & Coaching

25% Commercial Financing +2 services

15% Financial Advising & Planning

10% Insurance Services & Brokers

Headquartered in Miami, Florida, InvestPro Advisor is a small Corporate Training & Coaching company. Their services include Corporate Training & Coaching and Commercial Financing.
Read more

View Profile
BPB Managed Cyber Solutions

Not yet reviewed

$1,000+

$150 - $199 / hr

250 - 999

Miami, FL

Services provided

20% Accounting

20% Business Consulting

20% Cybersecurity +2 services

20% IT Managed Services

20% IT Strategy Consulting

BPB Managed Cyber Solutions is an IT strategy consulting company founded in 1980. Their services include IT strategy consulting and Cybersecurity.
Read more

Miami, FL

200 South Biscayne Boulevard
Miami, FL 33131
76 - 100

+19547126202

See All Locations (2)

Was this helpful?

View Profile
The Molieri Group LLC

Not yet reviewed

$1,000+

$300+ / hr

10 - 49

Miami, FL

Services provided

25% Accounting

50% Compliance Consulting

25% Financial Consulting

Compliance Consulting company The Molieri Group LLC provides Compliance Consulting and Accounting. They were established in 2016.
Read more

View Profile
My Miami Mortgage Broker

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Miami, FL

Services provided

20% Commercial Brokerage Services

20% Financial Advising & Planning

20% Funding & Investment +2 services

20% Logo

20% Recruitment Process Outsourcing

My Miami Mortgage Broker is a Logo company. Headquartered in Miami, Florida and Miami, Florida, the agency was established in 2010. Their services include Logo and Commercial Brokerage Services.
Read more

Miami, FL

333 SE 2nd Avenue, Suite 2000
Miami, FL 33131
10 - 15

9544947288

Miami, FL

333 Southeast 2nd Avenue
Miami, FL 33131
10 - 15

+1(954) 494-7288

See All Locations (2)

Was this helpful?

View Profile
IVANKO Global, accounting services in USA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Miami, FL

Services provided

40% Accounting

30% Funding & Investment

30% Tax Law

IVANKO Global, accounting services in USA is an Accounting company. The Miami, Florida-based team provides Accounting and Tax Law.
Read more

View Profile
TYM Business Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

SUNNY ISL BCH, FL

Services provided

25% Accounting

25% Business Consulting

25% Commercial Financing +1 service

25% Fractional CFO Services

TYM Business Consulting is a Business Consulting company. Founded in 2019, their team focuses on Business Consulting and Commercial Financing.
Read more

View Profile
Trademark Essence

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Miami, FL

Services provided

25% Accounting

25% Business Consulting

25% Fractional CFO Services +1 service

25% Intellectual Property Law

Business Consulting company Trademark Essence is headquartered in Miami, Florida. Their services include Business Consulting and Accounting.
Read more

View Profile
UP Credit

Not yet reviewed

$5,000+

Undisclosed

10 - 49

Miami, FL

Services provided

80% Financial Advising & Planning

10% Tax Law

5% Business Consulting +1 service

5% Funding & Investment

UP Credit is a Financial Advising & Planning company. Based in Miami, Florida, the firm was founded in 2024. Their team offers Financial Advising & Planning and Tax Law.
Read more

View Profile Visit Website
WeBuyBiz

Not yet reviewed

$5,000+

$150 - $199 / hr

10 - 49

Miami, FL

Services provided

20% Business Valuation Services

20% Financial Advising & Planning

15% Commercial Financing +4 services

15% Digital Asset Management

15% Financial Consulting

10% Finance & Accounting Outsourcing (FAO)

5% Translation

WeBuyBiz, a Financial Advising & Planning company, was launched in 2026. Headquartered in Miami, Florida, the team focuses on Financial Advising & Planning and Business Valuation Services.
Read more

View Profile
Sebanda Insurance

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Miami, FL

Services provided

100% Insurance Services & Brokers

Sebanda Insurance, an Insurance Services & Brokers company, is in Miami, Florida. Their services include Insurance Services & Brokers.
Read more

View Profile
VivaldiTax

Not yet reviewed

$1,000+

$150 - $199 / hr

2 - 9

Miami, FL

Services provided

40% Accounting

30% Finance & Accounting Outsourcing (FAO)

30% Financial Advising & Planning

VivaldiTax is an Accounting company founded in 2023. The small team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more

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

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
OCMI Workers Comp

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Dania Beach, FL

Services provided

100% Insurance Services & Brokers

Located in Dania Beach, Florida, OCMI Workers Comp is an Insurance Services & Brokers company. Their services include Insurance Services & Brokers.
Read more

View Profile
Great American Credit Repair

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Miami, FL

Services provided

50% Financial Advising & Planning

50% Financial Consulting

Financial Advising & Planning and Financial Consulting company Great American Credit Repair was founded in 2008. The team offers Financial Advising & Planning and Financial Consulting.
Read more

Miami, FL

2629 SW 147h Ave
Miami, FL 33185
1

+16452020500

See All Locations (28)

Was this helpful?

View Profile
Fiske & Company

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Plantation, FL

Services provided

95% Accounting

5% Business Consulting

Fiske & Company, an Accounting company, was launched in 1972. The company provides Accounting and Business Consulting.
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 a professional accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. Across client reviews, 100% highlight their timely and personalized service, efficiency, and excellent communication. Clients appreciate their tailored approach and ability to handle complex financial needs, with 75% mentioning their proficiency in tax and bookkeeping services.

See all 6 projects
Reviews mention Personable
The feedback regarding Accountants on Air highlights their personable approach, with clients appreciating the team's accessibility and attentiveness. One client noted, 'They answer every time I call' and emphasized their 'personalized approach' and trustworthiness, stating, 'We feel very comfortable with them.' Overall, the sentiment is overwhelmingly positive, with clients feeling valued and well-supported throughout their engagements.

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.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

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

Select Industry to see insights

Media Retail Healthcare

Was this helpful?

Average Project Cost Breakdown

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

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

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
IBN FUND BACK OFFICE

Not yet reviewed

$10,000+

< $25 / hr

250 - 999

Fort Lauderdale, FL

Services provided

100% Accounting

IBN FUND BACK OFFICE is a midsize Accounting company established in 2005. Their services include Accounting.
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 Miami

List of the Top Miami Financial Services Companies

Reviewed 1 time in the past 6 months

Average Project Cost Breakdown

What Clients Have Said

Recruitment & Mgmt Support for Technology & Accounting Firm

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Knowledgeable

Robotic Process Automation for Cloud Computing Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Accommodating

Accounting Services for E-Learning Services Provider

Accounting Services for Property Management Company

Industry Experience

Select Industry to see insights

Comprehensive Bookkeeping Services Package

Reviews mention Timely

Accounting Services for Nonprofit Health Clinic

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Financial Services for Recruiting & Staffing Consultancy

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Well-organized projects

Financial Audit Services for Housing Services Company

Reviewed 2 times in the past 6 months

Financial Audit Services for Housing Services Company

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Innovative

Financial Consulting for Dermatology Clinic

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Accounting for Private Investment Firm

Tax Accounting & Prep for Creative Marketing Agency

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Personable

Accounting Services for Online Fashion Retail Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

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

Why Trust Clutch

List of the Top 5 Miami Financial Services Companies