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Top Financial Services Firms in Miami

Ratings Updated: April 2, 2026

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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 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.

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Reviews mention Timely
Overall, client feedback regarding CSTMR's timeliness is overwhelmingly positive. Clients consistently highlight CSTMR's ability to deliver projects on time and manage engagements seamlessly. For instance, one client noted, "CSTMR consistently delivers on time and manages all of our engagements seamlessly." Another remarked on their responsiveness, stating that CSTMR was "methodical in their approach and managed all deliverables on time." This sentiment underscores CSTMR's reliability and commitment to meeting client deadlines.

Rebranding, Website Design, & SEO for Bank

5.0 May 4, 2018

We usually communicate on a daily basis. They’ve been excellent. Everything has been on time. I had to get used to working with more free-flowing deadlines, which I’m okay with because deadlines move all the time. Things aren’t late, but it’s a different work style than I’m used to.
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Branding & Website Dev for AI Governance Platform

5.0 Jun 23, 2025

Our primary form of communication was through virtual Zoom meetings, email, and Slack. They were responsive and quick to respond to any issues that arose. They were methodical in their approach and managed all deliverables on time.
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Digital Marketing, Web Dev & UX/UI Design for FinTech Co

5.0 Jun 17, 2025

CSTMR consistently delivers on time and manages all of our engagements seamlessly. They are a true partner.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent feedback for CSTMR highlights their expertise in fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.
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Industry Experience

CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial services

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More responsive than most other service providers

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

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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
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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 & leisure

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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.
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White Label Accounting Inc

5.0 12 reviews

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Premier 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.

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

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Average Project Cost Breakdown

$10,000 to $49,000 (5) Less than $10,000 (4)

What Clients Have Said
Clients consistently appreciate 360 Accounting Pro Inc for its competitive pricing and strong value for money. Feedback highlights that their pricing aligns well with client budgets, as noted by multiple reviewers who emphasized the 'good value for cost.' One client stated, 'the price can't be beaten,' while another remarked on the company's 'excellent cost/value proposition.' Overall sentiment suggests that clients feel they receive high-quality services that justify their investment.
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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)

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$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.
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Auxis

4.8 3 reviews
Verified

Undisclosed

Undisclosed

1,000 - 9,999

Plantation, FL

Services provided

10% Accounting

15% AI Development

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

15% IT Managed Services

10% Back Office Outsourcing

10% Cloud Consulting & SI

10% IT Staff Augmentation

10% Mobile App Development

5% BI & Big Data Consulting & SI

Auxis is an IT consultancy 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.

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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, 2022

Communication 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 Manufacturing

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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.
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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)

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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.
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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.

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2 of 2 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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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.
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Miami Beach, FL

429 Lenox Avenue
Miami Beach, FL 33139
2 - 5

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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.

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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.
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1 of 1 Miami-based review is 5 stars

$200,000 – $999,999 avg. project cost for Accounting services in Miami

Miami-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 more
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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.
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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.

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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
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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 & Biotechnology

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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.
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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 specialized firm providing comprehensive accounting services, including financial audits and financial reporting. With 100% positive feedback, clients commend their ability to improve financial organization and documentation while ensuring compliance with regulatory standards. Additionally, 100% of reviewers highlight their effective project management and simple communication of complex financial matters.

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1 of 2 reviews are 5 stars

2 new reviews for Accounting services

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of True Accounting & Finance Experts reflect a high level of client satisfaction, highlighting their professionalism, urgency, and effective project management. Clients noted successful completion of financial audits, timely submissions, and improved financial organization. One client emphasized the team's ability to simplify complex processes, while another praised their thorough reconciliation of financial records. Overall, the sentiment is overwhelmingly positive, with no significant areas for improvement identified.
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Industry Experience

True Accounting & Finance Experts have demonstrated strong expertise in the Home Services and Business Services industries. Clients praised their thorough financial audits and proactive project management, which ensured compliance and improved internal controls. In the Business Services sector, they excelled in financial tracking and reconciliation, resulting in timely and accurate reporting. Overall, feedback reflects a high satisfaction rate, highlighting their professionalism, integrity, and ability to simplify complex financial processes, making them a reliable choice for organizations seeking financial support in these industries.
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Business services

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Average Project Cost Breakdown

What 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.
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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.
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Miami, FL

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

3233831553

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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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 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.

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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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Healthcare

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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.
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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
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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 high-quality results for small investment firms and portfolio companies.
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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.

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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.
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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.
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Miami, FL

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

4074882042

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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).
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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).
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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.
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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.
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Miami, FL

200 South Biscayne Boulevard
Miami, FL 33131
76 - 100

+19547126202

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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.
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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.
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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

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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.
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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.
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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.
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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.
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iKemo

5.0 1 review

$1,000+

$100 - $149 / hr

2 - 9

Fort Lauderdale, FL

Services provided

40% BI & Big Data Consulting & SI

25% AI Agents

10% AI Consulting +3 services

10% ERP Consulting and SI

10% Financial Advising & Planning

5% API Development

iKemo builds custom BI dashboards for Florida businesses — real-time KPI dashboards on Power BI, Metabase, and Looker, tailored to your data and your team. From executive dashboards to
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See all 1 projects

1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients praised iKemo for their expertise in building a comprehensive business intelligence dashboard, notably transitioning from Microsoft Power BI to Metabase, which enhanced user experience. The dashboards contributed to a 10%-15% reduction in costs by improving key performance indicators. Clients appreciated the team's knowledge and responsiveness, although some suggested improvements in efficiency and consultation. Overall, sentiment reflects strong satisfaction with project outcomes and team performance.
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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

What 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.
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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.

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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
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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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Design

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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.
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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.
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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.
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Miami, FL

2629 SW 147h Ave
Miami, FL 33185
1

+16452020500

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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.
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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.

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Reviews mention Helpful
Clients express high satisfaction with Accountants on Air, noting their accuracy and customization in services. One client highlighted that their books are now consistently maintained, enabling effective strategy development. Regular communication and adherence to deadlines were appreciated, enhancing the overall partnership experience. While some clients suggested more flexible meeting times, the overall sentiment remains positive, underscoring the value and effectiveness of the firm's offerings.

Accounting Services for Dentist Clinic

5.0 Jan 2, 2022

Regular meetings are set using virtual tools like Zoom, and phone calls, emails, and texts. They stick to deadlines and do their best to accommodate my difficult schedule. They are accurate, and the team customizes what they do to help meet my goals.
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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 Healthcare

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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.
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Raleigh, North Carolina (1) Los Angeles, California (1) Alexandria, Virginia (1) Stonington, Connecticut (1)

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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.
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Back Office Accounting Specialists INC

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

Miramar, FL

Services provided

40% Accounting

60% Finance & Accounting Outsourcing (FAO)

Back Office Accounting Specialists INC is a small Finance & Accounting Outsourcing (FAO) company. Established in 2014, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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Blue Chain Ventures

Not yet reviewed

Undisclosed

$100 - $149 / hr

Freelancer

Miami Beach, FL

Services provided

15% Accounting

20% Logistics & Supply Chain Consulting

15% BI & Big Data Consulting & SI +5 services

15% ERP Consulting and SI

10% Business Consulting

10% Fulfillment

10% Warehousing & Distribution

5% Corporate Training & Coaching

Blue Chain Ventures is a Logistics & Supply Chain Consulting company. The Miami Beach, Florida-based company offers Logistics & Supply Chain Consulting and BI & big data consulting & SI.
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Residual Ecom

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Fort Lauderdale, FL

Services provided

20% Commercial Financing

20% Financial Advising & Planning

15% Business Consulting +3 services

15% Customer Service Outsourcing

15% Document Digitization & Management

15% Finance & Accounting Outsourcing (FAO)

Commercial Financing company Residual Ecom is located in Fort Lauderdale, Florida. Founded in 2018, the team specializes in Commercial Financing and Financial Advising & Planning.
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H&S Accounting & Tax Services

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Hollywood, FL

Services provided

50% Accounting

25% Back Office Outsourcing

25% Tax Law

H&S Accounting & Tax Services, a small Accounting company, is based in Hollywood, Florida. Their services include Accounting and Back Office Outsourcing.
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