Top Financial Services Firms in Miami
456 Companies
List of the Top Miami Financial Services Companies
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What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves Miami, FLServices 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
In recent reviews, clients have expressed high satisfaction with CSTMR's expertise in branding and marketing strategy. One notable feedback highlighted a significant increase in website traffic and customer base following a comprehensive rebranding effort. Clients commended CSTMR's responsive communication and methodical project management, with no reported areas for improvement. Overall, the sentiment is overwhelmingly positive, indicating CSTMR's capability to deliver impactful results for startups in the fintech sector.Was 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?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$25,000+Undisclosed250 - 999Serves Miami, FLServices 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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White Label Accounting Inc
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$1,000+$25 - $49 / hr10 - 49Miami, FLServices provided
60% Accounting20% Tax Law10% ERP Consulting and SI +1 service10% Finance & Accounting Outsourcing (FAO)See all 12 projects360 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.
Reviews mention Accessible
Clients have expressed a positive sentiment regarding the accessibility of 360 Accounting Pro Inc. They noted that the team was always available to answer questions and provide guidance, demonstrating a strong commitment to client support. One client highlighted the company's responsiveness, stating that project management was excellent, with timely delivery of all items. Overall, feedback indicates that 360 Accounting Pro Inc is dedicated to maintaining open lines of communication and ensuring client needs are met effectively.-
Accounting & Financial Advising for Hotel
5.0 Sep 23, 2024Project management was excellent. They delivered all items on time and were always available to answer questions and provide guidance as needed. Email or Messaging App was our primary form of communication with 360 Accounting Pro Inc.
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12 of 12 Accounting reviews are 5 stars12 new reviews for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 12 ReviewsAccounting PROJECT HIGHLIGHT
Accounting & Bookkeeping for FinTech Company
5.0 — 360 Accounting Pro Inc has provided accounting and bookkeeping services for a fintech company. They've managed the client's accounts on QuickBooks and offered them monthly bookkeeping. Read moreWas this helpful?
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This provider is fluent in 1 language:
- English
This provider is available in 1 time zone:
- Eastern Standard Time (EST)
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$50 Accounting and Bookkeeping services $150 Accounting and Bookkeeping services $400 Accounting and Bookkeeping servicesView PackagesComprehensive 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.Was this helpful?
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UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Services provided
10% Accounting15% AI Development15% Finance & Accounting Outsourcing (FAO) +6 services15% IT Managed Services10% Back Office Outsourcing10% Cloud Consulting & SI10% IT Staff Augmentation10% Mobile App Development5% BI & Big Data Consulting & SISee all 3 projectsAuxis 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.
Reviews mention Team players
The overall sentiment regarding Auxis as team players is highly positive. Clients noted the fluid communication and strong teamwork, highlighting multiple knowledge-sharing sessions for training. One client emphasized the team's deep technical knowledge and experience in similar implementations, which fostered effective collaboration. However, there was a suggestion for improvement in customizing project management practices to enhance visibility and control over activities. Overall, Auxis is regarded as a cooperative and knowledgeable partner.-
Robotic Process Automation for Cloud Computing Company
4.5 Aug 16, 2022Communication was fluid and teamwork was really strong, multiple knowledge-sharing sessions were hosted and recorded for training purposes.
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Industry Experience
Auxis has demonstrated expertise across multiple industries, including Software, Nonprofit, and Manufacturing. Clients have praised their technical knowledge, responsiveness, and ability to deliver complex automation and IT support services. In the Software industry, they excel in CI/CD processes and RPA implementation. For Nonprofits, they provide robust IT infrastructure support and proactive security monitoring. In Manufacturing, they enhance IT services while maintaining operational efficiency. Overall, feedback indicates a strong sentiment of satisfaction, making Auxis a suitable partner for clients in these sectors.
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Nonprofit Software ManufacturingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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This provider is fluent in 10 languages:
- Mandarin
- English
- Spanish
- Arabic
- Russian
- Portuguese
- Japanese
- German
- Korean
- French
This provider is available in 4 time zones:
- Central Standard Time (CST)
- Eastern Standard Time (EST)
- Pacific Standard Time (PST)
- Puerto Rico and US Virgin Islands Time (PRT)
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$1,000+< $25 / hr10 - 49Miami, FL
Services provided
10% Accounting30% Back Office Outsourcing25% Customer Service Outsourcing +2 services25% Social Media Marketing10% Graphic DesignMyVA360 is a Back Office Outsourcing company. They provide Back Office Outsourcing and Customer Service Outsourcing and were established in 2019.
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UndisclosedUndisclosed50 - 249Miami Beach, FL
Services provided
50% Accounting50% Fractional CFO ServicesSee all 2 projectsDCG | 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.
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, 2023Delivered on time and as expected. They respond very quickly to items and follow through on the deliverables.
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Industry Experience
DCG | CPA and Management Consulting Firm has received positive feedback across various industries, particularly in Healthcare and Advertising & Marketing. Clients commend their expertise in financial management, including tax preparation and cash flow forecasting, highlighting their ability to streamline financial operations. In Healthcare, they facilitate comprehensive financial oversight for nonprofits, while in Advertising, they ensure compliance and effective financial modeling. Overall, the firm is recognized for its responsiveness, cultural fit, and impact on enhancing financial health.
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Healthcare Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
See All Locations (6)Miami Beach, FL
429 Lenox Avenue
Miami Beach, FL 331392 - 5
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$10,000+$200 - $300 / hr2 - 9Miami, FL
Services provided
76% Accounting24% Finance & Accounting Outsourcing (FAO)See all 1 projectsAccountants 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.
Industry Experience
Accountants in Miami exhibits strong expertise in the Healthcare industry, providing auditing and financial guidance. Clients highlight their responsiveness, effective communication, and organizational skills, contributing to a positive and ongoing partnership. The feedback reflects a high level of satisfaction, indicating that potential clients in Healthcare can expect reliable and attentive service. Overall sentiment is highly favorable, making them a solid choice for businesses in this sector.
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HealthcareWas this helpful?
1 of 1 Miami-based review is 5 stars$200,000 – $999,999 avg. project cost for Accounting services in MiamiRead Similar ReviewsMiami-based Accounting project highlight
Annual Audit & Tax Guidance for Healthcare Company
5.0 — Accountants in Miami performs an annual audit for a healthcare company. They also help with financial and tax guidance. Read moreWas this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Miami-based clients praise Accountants in Miami for their responsive, organized, and communicative approach to auditing and financial guidance. Their ongoing, reliable support over years demonstrates deep expertise in tax and audit services, making them a trusted partner for local businesses.Read Local ReviewsWas this helpful?
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$1,000+$50 - $99 / hr2 - 9Miami, FL
Services provided
100% AccountingSee all 1 projectsYggdrasil 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.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas 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.
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Chemicals & BiotechnologyWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
90% Accounting5% Business Consulting5% Finance & Accounting Outsourcing (FAO)See all 2 projectsTrue Accounting & Finance Experts specializes in Accounting Services, including Bookkeeping, Financial Reporting, and Business Auditing. Reviews highlight a 100% success rate in reconciliation and compliance, with excellent project management and professionalism. Impressively, 100% of clients noted timely delivery and enhanced financial organization, ensuring strong internal controls and maintained funding.
1 of 2 reviews are 5 stars2 new reviews for Accounting servicesUnknown avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In the past six months, clients have praised True Accounting & Finance Experts for their professionalism, integrity, and effective project management. One client noted a 100% reconciliation of financial accounts and timely deliverables, while another highlighted their successful completion of a financial audit that ensured continued federal funding. Overall, the sentiment is highly positive, with clients appreciating their proactive approach and ability to simplify complex tasks, with no significant areas for improvement identified.Was this helpful?
1 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsUnknown avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Financial Audit Services for Housing Services Company
5.0 — True Accounting & Finance Experts completed a financial audit for a housing services company. The team submitted all required documents to the state to help the client maintain their federal Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently commend True Accounting & Finance Experts for their excellent value for money, noting that their pricing aligns well with budgetary constraints. One client highlighted the company's ability to deliver high-quality services within their financial means, describing them as a 'great culture fit' and emphasizing their strong project management and timely delivery. Overall, the sentiment reflects satisfaction with the cost-effectiveness and professionalism of the services provided.Was this helpful?
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
25% Corporate Law25% Market Research25% PEO/Employee Leasing +3 services10% Insurance Services & Brokers10% Product Marketing5% Document Digitization & ManagementMarket Research company BusinessFormation.io offers Market Research and Corporate Law. They are located in Dallas, Texas and Miami, Florida.
Read moreSee All Locations (2)Miami, FL
333 SE 2nd Ave
Miami, FL 331312 - 5
3233831553
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$250,000+< $25 / hr250 - 999Miami, FL
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Founded in 1999, IBN Bookkeeping Services is an Accounting company. The firm specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is midsize.
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UndisclosedUndisclosed250 - 999Hialeah, FL
Services provided
100% Insurance Services & BrokersLaunched in 2000, Southwestern Insurance , a midsize Insurance Services & Brokers company, is located in Hialeah, Florida. Their services include Insurance Services & Brokers.
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$1,000+$300+ / hr2 - 9Miami, FL
Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% Insurance Services & BrokersBased in Miami, Florida, Advanced Tax Advisors is a small Business Consulting company. The team provides Business Consulting and Accounting.
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$1,000+$200 - $300 / hr50 - 249Miami Beach, FL
Services provided
35% Business Consulting35% Market Research30% Financial Advising & PlanningJoorney LLC is a Market Research company. They were launched in 2013 and focus on Market Research and Business Consulting.
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UndisclosedUndisclosed10 - 49Miami, FL
Services provided
60% Accounting30% Business Consulting10% Finance & Accounting Outsourcing (FAO)Pronto Income Tax is a Miami, Florida-based Accounting company. Launched in 1991, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingAccounting company Woodruff & Co. LLC - Miami Business Tax Help was founded in 2013. The agency offers Accounting.
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UndisclosedUndisclosed50 - 249Miami, FL
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)Taxfyle, a midsize Finance & Accounting Outsourcing (FAO) and Accounting company, is located in Miami, Florida. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$100 - $149 / hr10 - 49Miami, FL
Services provided
90% Accounting5% Back Office Outsourcing5% Business ConsultingAccounting company Greenlight Financial is headquartered in Miami, Florida. Founded in 2007, the team offers Accounting and Business Consulting.
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$5,000+Undisclosed2 - 9Miami, FL
Services provided
60% Accounting30% Tax Law10% Business ConsultingE. Gomez CPA LLC is an Accounting company located in Miami, Florida. Established in 2019, the team focuses on Accounting and Tax Law.
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UndisclosedUndisclosed50 - 249Fort Lauderdale, FL
Services provided
20% Accounting20% Commercial Financing20% Financial Advising & Planning +2 services20% Financial Consulting20% Fractional CFO ServicesSee all 2 projectsAcclarity is an accounting services firm that specializes in KPI dashboard creation, interim accounting support, and financial consulting. With 100% positive feedback, clients commend their technological proficiency and responsiveness. Approximately 50% of reviewers highlight their adeptness in data analytics and financial reporting, which aids in informed business decision-making.
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, 2025Acclarity has provided us with accurate and meaningful data that allows us to make more timely business decisions. We’ve also seen improvements in patient volume, service trends, and provider production. Acclarity’s use of technology to assist with the projects is impressive.
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Industry Experience
Acclarity has demonstrated expertise in the Financial Services and Healthcare industries, providing valuable services such as KPI dashboard creation, interim accounting support, and financial consulting. Clients praised their responsiveness, competence in data analytics, and ability to deliver meaningful insights that enhance decision-making. Overall, feedback indicates strong performance and impact, particularly in supporting operational improvements and strategic resource alignment, making them a suitable partner for companies in these sectors.
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HealthcareWas this helpful?
1 of 1 Miami-based review is 5 starsUnknown avg. project cost for Accounting services in MiamiRead Similar ReviewsMiami-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 moreWas this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Miami clients commend Acclarity for their proficiency in financial data analytics, KPI dashboard creation, and interim accounting support. Their responsive, competent team successfully manages complex projects, ensuring timely delivery and seamless communication, making them a trusted partner for financial consulting.Read Local ReviewsWas this helpful?
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$1,000+$200 - $300 / hr10 - 49Hialeah, FL
Services provided
25% Accounting25% Tax Law20% Financial Advising & Planning +4 services10% Business Consulting10% Finance & Accounting Outsourcing (FAO)5% Back Office Outsourcing5% Document Digitization & ManagementSee all 1 projectsSMAART Company offers comprehensive bookkeeping, tax planning, and website creation services. The overall feedback highlights the company's high-quality financial reporting and accessible communication. Clients commend their timely delivery and effective organization of financials, which contributes to increased business sales and visibility.
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UndisclosedUndisclosed1,000 - 9,999Miami, FL
Services provided
50% Accounting25% Recruiting25% StaffingEmpHire - An HR Solutions Company is a large Accounting company located in Miami, Florida. The team offers Accounting and Staffing.
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$5,000+Undisclosed10 - 49Miami, FL
Services provided
30% Accounting55% Finance & Accounting Outsourcing (FAO)10% Business Consulting +1 service5% ERP Consulting and SINperspective CFO & Strategic Services is a Finance & Accounting Outsourcing (FAO) company. Founded in 2005, the firm provides Finance & Accounting Outsourcing (FAO) and Accounting.
Read moreSee All Locations (3)Miami, FL
701 Brickell Avenue, Ste. 1550
Miami, FL 3313121 - 30
4074882042
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$1,000+$150 - $199 / hr10 - 49Miami, FL
Services provided
50% Accounting25% Compliance Consulting25% Finance & Accounting Outsourcing (FAO)Located in Miami, Florida, The Network Firm is an Accounting company. They focus on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingLanda & Associates Tax & Accounting Firm is a Miami, Florida-based Accounting company. Their services include Accounting.
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$1,000+< $25 / hr10 - 49Hialeah, FL
Services provided
10% Accounting80% Finance & Accounting Outsourcing (FAO)10% Business ConsultingDAB Premium Finance is a Finance & Accounting Outsourcing (FAO) company. They were founded in 2011 and provide Finance & Accounting Outsourcing (FAO) and Business Consulting.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
20% Accounting20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & Planning +2 services20% Financial Consulting20% Fractional CFO ServicesLemoti is a Finance & Accounting Outsourcing (FAO) company. The Miami, Florida-based company offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$100 - $149 / hr2 - 9Aventura, FL
Services provided
40% Accounting20% Financial Advising & Planning20% Financial Consulting +1 service20% Fractional CFO ServicesFounded in 2017, Strand Tax and Accounting Services is an Accounting company. The small team specializes in Accounting and Financial Advising & Planning.
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$1,000+Undisclosed2 - 9Miami Lakes, FL
Services provided
100% Insurance Services & BrokersBased in Miami Lakes, Florida, Iensure is an Insurance Services & Brokers company. They offer Insurance Services & Brokers.
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$10,000+$25 - $49 / hr10 - 49Doral, FL
Services provided
20% Accounting50% Financial Consulting20% Marketing Strategy +1 service10% Business ConsultingGLOBAL EXPERT RESOURCES INC. Is a Financial Consulting company established in 2006. The company offers Financial Consulting and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
100% AccountingSela Tax & Accounting, an Accounting company, specialize in Accounting. They were established in 2012.
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$1,000+$25 - $49 / hr10 - 49North Miami, FL
Services provided
20% Financial Consulting15% Business Valuation Services15% Funding & Investment +5 services15% Market Research10% Commercial Financing10% Financial Advising & Planning10% Marketing Strategy5% Finance LawDawn Financial is a Financial Consulting company. Their small team is based in North Miami, Florida. Their services include Financial Consulting and Market Research.
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$1,000+Undisclosed2 - 9Kendall, FL
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Irazu Advisors, an Accounting company, is based in Kendall, Florida. They offer Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Miami, FL
Services provided
5% Accounting45% Corporate Training & Coaching25% Commercial Financing +2 services15% Financial Advising & Planning10% Insurance Services & BrokersHeadquartered in Miami, Florida, InvestPro Advisor is a small Corporate Training & Coaching company. Their services include Corporate Training & Coaching and Commercial Financing.
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$1,000+$150 - $199 / hr250 - 999Miami, FL
Services provided
20% Accounting20% Business Consulting20% Cybersecurity +2 services20% IT Managed Services20% IT Strategy ConsultingBPB Managed Cyber Solutions is an IT strategy consulting company founded in 1980. Their services include IT strategy consulting and Cybersecurity.
Read moreSee All Locations (2)Miami, FL
200 South Biscayne Boulevard
Miami, FL 3313176 - 100
+19547126202
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$1,000+$300+ / hr10 - 49Miami, FL
Services provided
25% Accounting50% Compliance Consulting25% Financial ConsultingCompliance Consulting company The Molieri Group LLC provides Compliance Consulting and Accounting. They were established in 2016.
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UndisclosedUndisclosed10 - 49Miami, FL
Services provided
20% Commercial Brokerage Services20% Financial Advising & Planning20% Funding & Investment +2 services20% Logo20% Recruitment Process OutsourcingMy 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 moreMiami, FL
333 SE 2nd Avenue, Suite 2000
Miami, FL 3313110 - 15
9544947288
See All Locations (2)Miami, FL
333 Southeast 2nd Avenue
Miami, FL 3313110 - 15
+1(954) 494-7288
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
40% Accounting30% Funding & Investment30% Tax LawIVANKO Global, accounting services in USA is an Accounting company. The Miami, Florida-based team provides Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9SUNNY ISL BCH, FL
Services provided
25% Accounting25% Business Consulting25% Commercial Financing +1 service25% Fractional CFO ServicesTYM Business Consulting is a Business Consulting company. Founded in 2019, their team focuses on Business Consulting and Commercial Financing.
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$1,000+$25 - $49 / hr50 - 249Miami, FL
Services provided
25% Accounting25% Business Consulting25% Fractional CFO Services +1 service25% Intellectual Property LawBusiness Consulting company Trademark Essence is headquartered in Miami, Florida. Their services include Business Consulting and Accounting.
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$5,000+Undisclosed10 - 49Miami, FL
Services provided
80% Financial Advising & Planning10% Tax Law5% Business Consulting +1 service5% Funding & InvestmentUP 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.
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$5,000+$150 - $199 / hr10 - 49Miami, FL
Services provided
20% Business Valuation Services20% Financial Advising & Planning15% Commercial Financing +4 services15% Digital Asset Management15% Financial Consulting10% Finance & Accounting Outsourcing (FAO)5% TranslationWeBuyBiz, a Financial Advising & Planning company, was launched in 2026. Headquartered in Miami, Florida, the team focuses on Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed50 - 249Miami, FL
Services provided
100% Insurance Services & BrokersSebanda Insurance, an Insurance Services & Brokers company, is in Miami, Florida. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Miami, FL
Services provided
100% Insurance Services & BrokersSebanda Insurance is an Insurance Services & Brokers company. Founded in 2018, the team focuses on Insurance Services & Brokers.
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$1,000+Undisclosed10 - 49Miami, FL
Services provided
35% Insurance Services & Brokers30% Intellectual Property Law20% Corporate Relocation +2 services10% Mobile & App Marketing5% Architectural DesignGGA Insurance & Bonds is a Miami, Florida-based Insurance Services & Brokers company. Their services include Insurance Services & Brokers and Intellectual Property Law.
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$1,000+$100 - $149 / hr2 - 9Fort Lauderdale, FL
Services provided
40% BI & Big Data Consulting & SI25% AI Agents10% AI Consulting +3 services10% ERP Consulting and SI10% Financial Advising & Planning5% API DevelopmentSee all 1 projectsiKemo iKemo is a data analytics and business intelligence company specializing in building user-friendly BI dashboards and data integration solutions. Their services have received overwhelmingly positive feedback, with clients praising their expertise, adaptability, and impact on key performance indicators. Approximately 90% of reviews highlight their effectiveness in improving business metrics, although some suggest enhancements in efficiency and consultation.
1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In the past six months, clients have praised iKemo for their effective development of a user-friendly BI dashboard that integrates data from various platforms, resulting in significant cost savings of 10-15%. Feedback highlights the team's impressive knowledge and readiness, with one client noting iKemo's ability to overdeliver on project expectations. However, some clients have suggested that efficiency and overall consultation could be improved for better business insights.Was this helpful?
Industry Experience
iKemo has demonstrated strong capabilities in the eCommerce sector, particularly in developing user-friendly business intelligence dashboards. Clients have praised their expertise in data integration from platforms like Shopify and Amazon, leading to improved key performance indicators (KPIs) and significant cost savings. Overall sentiment within this industry is positive, highlighting iKemo's knowledge, team commitment, and effective project management, although some areas for improvement in consultation efficiency have been noted.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend iKemo for delivering high-quality solutions at competitive prices, noting their alignment with budgetary constraints. One client highlighted a cost reduction of 10%-15% due to informed decision-making enabled by the BI dashboard. Additionally, the company's commitment to overdelivering on project scopes enhances perceived value. However, there are suggestions for improvement in efficiency and consultation, indicating a potential area for further enhancing their overall value proposition.Was this helpful?
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsPalisades 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.
0 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting 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 moreWas 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.
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DesignWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed50 - 249Dania Beach, FL
Services provided
100% Insurance Services & BrokersLocated in Dania Beach, Florida, OCMI Workers Comp is an Insurance Services & Brokers company. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Miami, FL
Services provided
50% Financial Advising & Planning50% Financial ConsultingFinancial Advising & Planning and Financial Consulting company Great American Credit Repair was founded in 2008. The team offers Financial Advising & Planning and Financial Consulting.
Read moreSee All Locations (28)Miami, FL
2629 SW 147h Ave
Miami, FL 331851
+16452020500
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UndisclosedUndisclosed10 - 49Plantation, FL
Services provided
95% Accounting5% Business ConsultingFiske & Company, an Accounting company, was launched in 1972. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Boca Raton, FL
Services provided
80% Accounting20% Business ConsultingSee all 6 projectsAccountants 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.
Reviews mention Trustworthy
Clients perceive Accountants on Air as a trustworthy partner, highlighting their personalized approach and commitment to excellent service. One client noted, 'They have a personalized approach and are very trustworthy,' emphasizing their responsiveness and attention to detail. The overall sentiment is positive, with clients expressing comfort in their relationship and confidence in the team's reliability, further reinforced by the advice to 'be very honest and transparent' in communications.-
Accounting Services for Online Fashion Retail Company
4.0 Dec 20, 2021They have a personalized approach and are very trustworthy. We feel very comfortable with them; they give their full attention. Overall, they take responsibility for any issues and provide excellent service.
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3 of 4 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Streamline Bookkeeping & Tax Records for Healthcare Company
5.0 — Accountants on Air was hired to organize and streamline bookkeeping and tax records for a healthcare company. Read moreWas 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.
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Media Retail HealthcareWas this helpful?
See All Locations (2)Boca Raton, FL
4400 North Federal Highway 210-17
Boca Raton, FL 3343110 - 15
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$10,000+< $25 / hr250 - 999Fort Lauderdale, FL
Services provided
100% AccountingIBN FUND BACK OFFICE is a midsize Accounting company established in 2005. Their services include Accounting.
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List of the Top 5 Miami Financial Services Companies
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UndisclosedUndisclosed50 - 249Miami Beach, FL
Ability to deliver
25.7/40.016.4/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+$200 - $300 / hr2 - 9Miami, FL
Ability to deliver
24.2/40.016.2/20 Reviews2.5/10 Clients & Experience5.5/10 Market PresenceService focus
76% Accounting24% Other -
$1,000+$50 - $99 / hr2 - 9Miami, FL
Ability to deliver
20.9/40.016.2/20 Reviews0.7/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed2 - 9Miami, FL
Ability to deliver
21.2/40.016.6/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+< $25 / hr10 - 49Miami, FL
Ability to deliver
7.9/40.00/20 Reviews1.8/10 Clients & Experience6.1/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed2 - 9Miami, FL
Ability to deliver
7.5/40.00/20 Reviews0/10 Clients & Experience7.5/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
$250,000+< $25 / hr250 - 999Miami, FL
Ability to deliver
7.2/40.00/20 Reviews1.2/10 Clients & Experience6/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Hialeah, FL
Ability to deliver
6.6/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$300+ / hr2 - 9Miami, FL
Ability to deliver
6.5/40.00/20 Reviews1/10 Clients & Experience5.5/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning25% Insurance Services & Brokers25% Other -
$1,000+$200 - $300 / hr50 - 249Miami Beach, FL
Ability to deliver
6.4/40.00/20 Reviews0/10 Clients & Experience6.4/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed10 - 49Miami, FL
Ability to deliver
6.4/40.00/20 Reviews1.2/10 Clients & Experience5.2/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed2 - 9Miami, FL
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Miami, FL
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr10 - 49Miami, FL
Ability to deliver
5.8/40.00/20 Reviews0.6/10 Clients & Experience5.2/10 Market PresenceService focus
90% Accounting10% Other -
$5,000+Undisclosed2 - 9Miami, FL
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Fort Lauderdale, FL
Ability to deliver
22.7/40.017.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
$1,000+$200 - $300 / hr10 - 49Hialeah, FL
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
25% Accounting20% Financial Advising & Planning55% Other -
UndisclosedUndisclosed1,000 - 9,999Miami, FL
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+Undisclosed10 - 49Miami, FL
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
30% Accounting70% Other
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