Top Financial Services Firms in Miami
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Featured
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$50,000+$200 - $300 / hr10 - 49Serves Miami, FLServices provided
See 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.
$25,000+Undisclosed250 - 999Serves Miami, FLServices provided
See 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.
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UndisclosedUndisclosed2 - 9Miami, FL
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Launched in 2008, Keeping Your Book is a small Miami, Florida-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Hollywood, FL
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Mckenzie Forensic Auditors, Inc is an Accounting company based in Hollywood, Florida. Launched in 2016, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Headquartered in Miami, Florida, TriMerge Consulting Group, PA is an Accounting company. They focus on Accounting and Business Consulting and were established in 2003.
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UndisclosedUndisclosed10 - 49Pembroke Pines, FL
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Small Business Information & Resources Corp. Is an Accounting company founded in 1995. Based in Pembroke Pines, Florida, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
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KapilaMukamal is a small Business Consulting and Accounting company in Fort Lauderdale, Florida. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Miami, FL
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The Burgos Group, Inc, an IT strategy consulting company, was established in 2003. The firm offers IT strategy consulting and Business Consulting, and is small.
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UndisclosedUndisclosed1,000 - 9,999Boca Raton, FL
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See all 1 projectsCetera Financial Group offers comprehensive services, including investment management, financial analysis, and handling legal matters. Overall feedback highlights increased efficiency and improved return on investment. While clients appreciate the value for cost and cultural fit, suggestions for improvement include better payroll consolidation.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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See all 1 projectsRoyal Insurance Agency, Inc. offers services in finding suitable insurance providers and delivering competitive quotes for businesses. The reviews indicate satisfaction with their ability to present excellent options, resulting in the selection of an insurance provider. Communication through in-person meetings and phone calls is effective, and no areas for improvement were noted in the feedback.
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UndisclosedUndisclosed2 - 9Miami, FL
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Founded in 2018, Fire Capital Management is a Commercial Financing and Financial Advising & Planning company. The team specializes in Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Miami, FL
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Wescott Financial Advisory Group, LLC is a Commercial Financing and Financial Advising & Planning company launched in 1987. The firm offers Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
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Midwest Legacy Group, LLC is a Lisle, Illinois-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Miami, FL
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Small Financial Advising & Planning company Ocean Financial Services, LLC, is located in Miami, Florida. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Miami, FL
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Bulltick is a Miami, Florida-based Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Miami, FL
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BBIF, a Financial Advising & Planning company, offer Financial Advising & Planning and Business Consulting. They were launched in 1987.
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UndisclosedUndisclosed50 - 249West Palm Beach, FL
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Midsize Financial Advising & Planning company Stone Point Capital, is in Greenwich, Connecticut and New York, New York. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49West Palm Beach, FL
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Cambridge Capital is a Financial Advising & Planning company based in West Palm Beach, Florida. They specialize in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Miami, FL
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Financial Advising & Planning company White Wolf Capital is in Miami, Florida and New York, New York. They focus on Financial Advising & Planning and Commercial Financing and were launched in 2011.
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UndisclosedUndisclosed50 - 249Boca Raton, FL
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Sun Capital Partners, Inc., a Financial Advising & Planning company, was established in 1995. They offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Coral Gables, FL
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Trivest is a Financial Advising & Planning company. The Coral Gables, Florida-based team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
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Established in 2015, Millpond Equity Partners is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249West Palm Beach, FL
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Comvest Partners is a midsize Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing and were founded in 2000.
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UndisclosedUndisclosed50 - 249West Palm Beach, FL
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Launched in 2007, Sterling Organization is a Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Commercial Financing and is in West Palm Beach, Florida.
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UndisclosedUndisclosed10 - 49West Palm Beach, FL
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Launched in 2006, Addison Capital Partners is a Financial Advising & Planning company. The company offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Miami, FL
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Boyne Capital is a Financial Advising & Planning company. The small Miami, Florida-based team focuses on Financial Advising & Planning and Commercial Financing. The firm was founded in 2006.
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UndisclosedUndisclosed2 - 9Coral Gables, FL
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Located in Coral Gables, Florida, Fourshore Partners is a small Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Miami, FL
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Private Equity Solutions is a Miami, Florida-based Financial Advising & Planning company. They focus on Financial Advising & Planning and Commercial Financing and were launched in 2010.
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UndisclosedUndisclosed2 - 9Weston, FL
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B.I.G. Capital LLC, a small Financial Advising & Planning company, is headquartered in Weston, Florida. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49West Palm Beach, FL
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Founded in 2001, LongueVue Capital is a small Metairie, Louisiana-based Financial Advising & Planning company. Their team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Miami, FL
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Lorient Capital, a Financial Advising & Planning company, offer Financial Advising & Planning and Commercial Financing. They were founded in 2015.
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UndisclosedUndisclosed10 - 49Boca Raton, FL
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Boston Portfolio Advisors, Inc. Is a Financial Advising & Planning and Business Valuation Services company. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Doral, FL
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Accounting and Business Valuation Services company Sarmiento Consulting Services, LLC focuses on Accounting and Business Valuation Services. They are headquartered in Doral, Florida.
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UndisclosedUndisclosed50 - 249Coral Gables, FL
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AbitOs, CPAs and Advisors is an Accounting company. They offer Accounting and Business Valuation Services and are headquartered in Coral Gables, Florida.
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UndisclosedUndisclosed2 - 9Miami, FL
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Valuation Services, Inc. Is a small Arlington, Virginia-based Business Valuation Services company. The team focuses on Business Valuation Services and Accounting.
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UndisclosedUndisclosed10 - 49Miami Beach, FL
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Based in Colts Neck, New Jersey and Ottawa, Canada, MR Valuation Consulting, LLC is an Accounting company. They offer Accounting and Business Valuation Services and were established in 2000.
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UndisclosedUndisclosed10 - 49Miami, FL
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Headquartered in Miami, Florida, Cassel Salpeter and Co. Is a small Commercial Financing company. The team focuses on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Miami, FL
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Solomon Partners is a Commercial Financing company located in New York, New York and Chicago, Illinois. They focus on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed1,000 - 9,999Miami, FL
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Established in 1891, PKF O'Connor Davies is a Business Consulting company. The team specializes in Business Consulting and Cybersecurity and is based in New York, New York and Miami, Florida.
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UndisclosedUndisclosed1,000 - 9,999Miami, FL
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Citadel is a Business Consulting company launched in 1990. The team offers Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Coral Gables, FL
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Mellig Group, a Financial Advising & Planning company, was established in 2016. The small team focuses on Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed250 - 999Miami, FL
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Thoma Bravo is a software development company. They are in Chicago, Illinois and London, England and have midsize team. Their team offers Custom Software Development and Business Consulting.
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UndisclosedUndisclosed50 - 249West Palm Beach, FL
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Founded in 1960, Brooks International is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Do Payroll Solutions, LLC is an Accounting company. They were launched in 2018, and their services include Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Payroll Solutions Unlimited, Inc. Is an Accounting company launched in 2008. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Bayview Payroll Services LLC is an Accounting company. The firm is in Fort Lauderdale, Florida. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
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Accounting company Accounting & Valuation LLC was established in 2022. The team offers Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Miami, FL
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Established in 2017, SharedCxO, a small Fractional CFO Services company, is in Miami, Florida. Their services include Fractional CFO Services and Business Consulting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Launched in 2017, Bear Atlantic Group is a small Business Consulting company. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
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Established in 1999, EMCI, LLC. Is a small Boca Raton, Florida-based Business Consulting company. Their team specializes in Business Consulting and Public Relations.
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UndisclosedUndisclosed2 - 9Tamarac, FL
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Datericorp is a SEO agency founded in 2012. In Tamarac, Florida, the team specializes in Search Engine Optimization and Web Development.
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UndisclosedUndisclosedFreelancerMiami, FL
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Miami Notary, LLC, a Translation company, was established in 2008. The team specializes in Translation and 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
