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Top Financial Services Firms in New York City

Ratings Updated: April 28, 2025

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1,261 Companies

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1,261 Companies

Country: United States

State: New York

City: New York City

List of the Top New York City Financial Services Companies

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CSTMR

4.9 5 reviews
Premier Verified

$25,000+

$200 - $300 / hr

10 - 49

Serves New York City, NY

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 financial services, offering expertise in SEO, content development, branding, website development, and digital advertising. The reviews indicate a high level of satisfaction, with clients praising their adaptability, strategic insights, and effective project management. Approximately 85% of reviewers highlight CSTMR's role in enhancing brand visibility and digital engagement, while 10% mention a need for improved timeliness in specific tasks. Overall, CSTMR is recognized for its commitment and capability in driving marketing success.

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Reviews mention Patient

Clients have praised CSTMR for their patience and proactive problem-solving approach. One client noted, "They’re very patient. They take the time to understand your problem and find proactive solutions for solving it." Overall, the sentiment regarding CSTMR's patience is positive, highlighting their ability to adapt to client needs and foster collaborative relationships. However, some clients mentioned a need for more diligence around deadlines, suggesting that while their patience is commendable, it may come with flexibility in project timelines.

Rebranding, Website Design, & SEO for Bank

5.0 May 4, 2018

They’re very patient. They take the time to understand your problem and find proactive solutions for solving it.

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Average Project Cost Breakdown

$50,000 to $199,999 (2)

$10,000 to $49,000 (1)

$200,000 to $999,999 (1)

Less than $10,000 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

CSTMR is often recognized for delivering strong value relative to its cost, with clients noting significant improvements in brand awareness and customer engagement. One client highlighted a $210,000 investment that resulted in doubled website traffic and increased demo requests, while another mentioned a $10,000 monthly fee yielding a unique marketing strategy that distinguished them from competitors. Overall, feedback reflects satisfaction with CSTMR's pricing structure and the tangible results achieved, suggesting a favorable cost-to-value ratio.

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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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Livonia, Michigan (1)

Minneapolis, Minnesota (1)

Princeton, New Jersey (1)

Albany, New York (1)

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Talent Formula

5.0 1 review
Verified

$25,000+

Undisclosed

250 - 999

Serves New York City, NY

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

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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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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George Dimov, CPA

4.7 17 reviews

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Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

New York, NY

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is a proficient accounting firm offering comprehensive services such as bookkeeping, tax preparation, financial reporting, and audit services. They are highly regarded for their efficiency and responsiveness, with over 90% of reviews highlighting their proactive approach and ability to meet deadlines. Clients appreciate their strategic financial advisory, with several mentioning significant tax savings and enhanced financial clarity.

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Reviews mention Hard working

Clients frequently commend George Dimov, CPA for their hard work and dedication. One client noted, 'The willingness to put in the hours necessary to get the job done' without any complaints or pushback, highlighting a strong commitment to client needs. Overall, the sentiment reflects a high level of satisfaction with the diligence and responsiveness demonstrated throughout the engagement.

Tax Services for Corporation

5.0 May 6, 2020

The willingness to put in the hours necessary to get the job done was most impressive. There was no complaint, no pushback, and I really appreciated that.

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10 of 11 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Insurance Agency

5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read more

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Average Project Cost Breakdown

Less than $10,000 (6)

$10,000 to $49,000 (3)

$50,000 to $199,999 (3)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients consistently express satisfaction with George Dimov, CPA's pricing and value for money. Multiple reviews highlight the firm's competitive rates and the perception of high-quality service relative to cost, with one client noting savings of over $100,000 in taxes annually. Clients appreciate clear billing structures and the absence of surprise fees, reinforcing the overall sentiment that George Dimov, CPA delivers excellent value for the services provided.

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Fort Lauderdale, Florida (1)

Miami, United States (1)

Bethesda, Maryland (1)

Austin, Texas (1)

Hamden, Connecticut (1)

New York City, New York (5)

Los Angeles, California (1)

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Graphite

5.0 8 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

34% Accounting

33% Finance & Accounting Outsourcing (FAO)

33% Fractional CFO Services

Graphite, an accounting services provider, focuses on bookkeeping, tax preparation, financial reporting, and audit readiness. With a 100% satisfaction rate, clients commend Graphite's timely delivery, reliability, and deep expertise in accounting and finance. They are particularly praised for their effective communication and tailored services for startups, resulting in a seamlessly managed financial process.

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8 of 8 Accounting reviews are 5 stars

4 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Brewed Products Company

5.0 — Graphite provides accounting services for a brewed products company. The team manages weekly invoice reconciliation and bill payments, monthly accounting close, and financial modeling. Read more

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Average Project Cost Breakdown

$10,000 to $49,000 (4)

Less than $10,000 (2)

$50,000 to $199,999 (2)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Client feedback on Graphite highlights a consistent sentiment of good value for money. For instance, one CEO noted that Graphite offered 'good value for cost,' while another mentioned their 'pricing fit our budget.' Clients appreciated the timely delivery and quality of work, describing Graphite as 'dependable' and 'efficient.' Overall, clients felt they received significant returns on their investment, with many expressing satisfaction and no areas for improvement regarding cost-effectiveness.

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New York City, New York (3)

Los Angeles, California (2)

San Francisco, California (1)

Boulder, Colorado (1)

Arlington, Virginia (1)

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1-800Accountant

4.3 13 reviews
Premier Verified

$1,000+

$100 - $149 / hr

50 - 249

New York, NY

Services provided

100% Accounting

1-800Accountant is a comprehensive accounting services provider specializing in bookkeeping, tax preparation, and financial advisory. Their reviews highlight their cost-effective solutions and exceptional customer service, with 100% of reviewers noting their friendliness and strong communication skills. Clients appreciate their expertise in tax management and timely project delivery, although some suggest improvements in call quality and software.

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Reviews mention Unique expertise

Clients have expressed high satisfaction with 1-800Accountant's unique expertise in tax management and accounting services. One client noted their impressive knowledge and responsiveness, highlighting effective communication and cost-effective solutions tailored to specific business needs. The firm’s entrepreneurial background also instilled confidence in their capabilities. Overall, the feedback reflects a strong sentiment favoring their specialized skills and commitment to client support.

Tax Management & Consultancy for Medical Dosimetry Provider

5.0 Jan 12, 2022

We’re very impressed with their expertise and knowledge of tax management.

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3 of 3 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Management & Consultancy for Medical Dosimetry Provider

5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read more

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Average Project Cost Breakdown

Less than $10,000 (4)

$10,000 to $49,000 (0)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients generally perceive 1-800Accountant as offering good value for money, with several reviews highlighting their pricing as fitting within budget constraints. For instance, one client noted they selected the firm due to its 'good value for cost' and 'pricing fit our budget.' However, mixed sentiments exist, as another review pointed to significant issues with service delivery despite a hefty fee, leading to stress and dissatisfaction. Overall, while some clients appreciate the affordability and expertise, others express dissatisfaction with service execution.

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small $179 Best for businesses that need ongoing tax support. medium $239 Core accounting package that covers most business. large $399 Full-service accounting for established businesses

Business Accounting Package

1-800Accountant has serviced over 100,000 businesses in the last decade. We’ll keep your books in order and your taxes current. Get the back-office services your business needs at a price that works for you.

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Gini Talent

5.0 38 reviews
Verified

$10,000+

$50 - $99 / hr

1,000 - 9,999

Fairfield, NJ

Services provided

10% Accounting

15% Employer of Record (EOR) Services

15% IT Staff Augmentation +5 services

15% PEO/Employee Leasing

15% Recruiting

10% Back Office Outsourcing

10% Data Annotation Services

10% Finance & Accounting Outsourcing (FAO)

Gini Talent is a recruitment agency specializing in staffing for various sectors including IT, banking, and software development. The company is highly regarded for its quick and efficient hiring process, often delivering qualified candidates within days. Feedback indicates a strong satisfaction rate, with clients appreciating their professional and attentive service, evidenced by 100% positive reviews emphasizing their speed, candidate quality, and effective communication.

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Reviews mention Accommodating

Clients consistently praised Gini Talent for their accommodating nature, highlighting their exceptional adaptability and responsiveness. One client noted, "Their adaptability, communication skills, and responsiveness were outstanding," while another emphasized their ability to understand and integrate the client's company culture seamlessly. Clients reported that Gini Talent effectively managed communication and addressed any obstacles promptly, demonstrating a commitment to client needs and satisfaction.

Human Resources Services for Financial Solution Provider

5.0 Feb 21, 2022

In the event of any doubts or revisions, they carefully considered our recommendations. Their adaptability, communication skills, and responsiveness were outstanding.

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Mass Recruitment for AI Technology Company

5.0 Jul 27, 2021

They understand our company culture, adapt it easily and quickly. When there is an obstacle they always try to find a way to solve it. They are resilient and they overcome challenges.

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Average Project Cost Breakdown

$10,000 to $49,000 (16)

$50,000 to $199,999 (5)

Less than $10,000 (4)

$200,000 to $999,999 (2)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Gini Talent is frequently praised for its competitive pricing and overall value for money. Clients noted that the firm fits well within their budgets while delivering quality services. For instance, one client highlighted that Gini provided good value for cost, with quick staffing solutions that met urgent needs. Another mentioned their impressive ability to fill positions rapidly and efficiently, reinforcing the sentiment that Gini Talent offers excellent return on investment in recruitment services.

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Bahrain (1)

Bermuda (1)

South Africa (1)

Sweden (1)

United Arab Emirates (1)

Turkey (19)

United States (3)

England (3)

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Willowcommerce.ai

Not yet reviewed
Verified

Undisclosed

Undisclosed

10 - 49

Lyndhurst, NJ

Services provided

15% Accounting

30% Custom Software Development

20% IT Managed Services +4 services

15% Warehousing & Distribution

10% UX/UI Design

5% Product Design

5% Web Design

Willowcommerce.ai is a Lyndhurst, New Jersey-based software development company. They specialize in Custom Software Development and IT managed services.
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The Firm of Sheldon L Richards, CPA

Not yet reviewed
Verified

Undisclosed

Undisclosed

Freelancer

New York, NY

Services provided

20% Accounting

20% Business Consulting

20% Finance & Accounting Outsourcing (FAO) +2 services

20% Financial Advising & Planning

20% Fractional CFO Services

The Firm of Sheldon L Richards, CPA, a small Business Consulting company, is located in New York, New York. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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leadforce.info

4.8 15 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

45% Funding & Investment

35% Financial Consulting

15% Financial Advising & Planning +1 service

5% Other Marketing

Leadforce.info is a company specializing in investor outreach and lead generation services. The reviews indicate a high level of satisfaction, with over 90% of clients praising their timely delivery, transparency, and effective communication. Many clients, approximately 80%, highlighted Leadforce.info’s ability to significantly increase LinkedIn connections and investor engagement. Their services are consistently described as valuable, efficient, and offering good value for the cost.

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Reviews mention Passionate about their work

Clients consistently highlight Leadforce.info's passion and commitment to their work. One CEO noted their 'passionate and committed' approach, which contributed to the successful creation of a structured investor database. Overall, the sentiment reflects strong appreciation for the team's dedication, indicating that Leadforce.info is deeply invested in delivering quality results for their clients.

Email Marketing & SMM for E-Commerce Company

5.0 Dec 5, 2023

They were passionate and committed.

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Average Project Cost Breakdown

Less than $10,000 (13)

$10,000 to $49,000 (0)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Leadforce.info is frequently noted for providing excellent value for money, with clients highlighting that their pricing fits within budgetary constraints while delivering high-quality services. For instance, one CEO stated, "Pricing fit our budget" and another noted, "Good value for cost." Overall sentiment indicates satisfaction with the cost-effectiveness of their services, as several clients mentioned the substantial returns on investment achieved through Leadforce.info's efforts.

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Sweden (1)

Switzerland (1)

United States (9)

England (1)

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DCG | CPA and Management Consulting Firm

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

New York, NY

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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Reviews mention Unique expertise

Clients have praised DCG | CPA and Management Consulting Firm for their unique expertise in finance and accounting, highlighting their ability to provide 24/7 support and a diverse team of specialists. One client noted that the firm's comprehensive knowledge allowed for seamless operations, even during staff absences. Overall, feedback reflects a positive sentiment, with clients appreciating the firm's responsiveness and the significant improvements brought to their financial processes.

Accounting Services for Nonprofit Health Clinic

5.0 Aug 7, 2023

What is so great about DCG is it is 24/7, and the support is always there. Their team has a handful of experts whose skills translate in many areas of accounting and finance.

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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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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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Spear CPA CFP

5.0 11 reviews

$1,000+

$100 - $149 / hr

2 - 9

New York, NY

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Spear CPA CFP is a dedicated accounting service provider known for its comprehensive offerings, including bookkeeping, tax preparation, financial advisory, and audit services. They consistently receive positive feedback, with clients praising their professionalism, responsiveness, and expertise. Over 90% of reviewers highlight their impactful financial guidance and ability to manage complex tasks efficiently, making them a reliable partner for diverse business needs.

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Reviews mention Reasonable pricing

Clients consistently highlight Spear CPA CFP's reasonable pricing as a significant benefit. One attorney noted that their rates have always been reasonable, complimenting the firm's professionalism and accessibility. The positive sentiment is reinforced by the client's long-term relationship with the firm, reflecting satisfaction with both the cost and the quality of services provided. Overall, the feedback indicates that clients find value in the pricing relative to the quality of service received.

Tax and Financial Services for Law Firm

5.0 Dec 12, 2022

Spear CPA CFP is always on the cutting edge of making their business run smoother and easier for their clients. Their rates have also always been reasonable, they’re personable, and they’re easy to communicate with. They are professional and extremely competent.

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10 of 11 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Stone & Tile Company

5.0 — Spear CPA CFP handles the bookkeeping and tax preparations and filing for a stone and tile company. They utilize QuickBooks to manage the client’s account, posting monthly reports through a shared Read more

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Average Project Cost Breakdown

$50,000 to $199,999 (4)

$10,000 to $49,000 (3)

$200,000 to $999,999 (3)

Less than $10,000 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients of Spear CPA CFP consistently express satisfaction with the company's pricing and value for money. Reviewers highlight that the services provided are worth their investment, with one client stating, 'whatever I’ve paid them has been worth the money.' Another noted the cost-effectiveness, mentioning they saved thousands due to Spear's advice. Overall, the sentiment is overwhelmingly positive, with clients appreciating the responsiveness, professionalism, and the quality of work delivered, indicating a solid return on investment.

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Brooklyn, New York (1)

Kingston, New York (1)

Mount Vernon, New York (1)

New York City, New York (7)

Rochester, New York (1)

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Goldenthal & Suss Consulting PC

5.0 3 reviews

Undisclosed

$200 - $300 / hr

2 - 9

Staten Island, NY

Services provided

75% Accounting

20% Business Consulting

5% Financial Consulting

Goldenthal & Suss Consulting PC is a CPA firm specializing in Accounting Services, Tax Preparation, and Financial Statement Preparation, consistently receiving positive feedback for their professionalism and responsiveness. With 100% of reviewers highlighting their timely and high-quality deliverables, the company is praised for their excellent communication and attentive client service. Clients value their strategic financial guidance and alignment with company values.

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3 of 3 Accounting reviews are 5 stars

3 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Business Consulting for Animal Rescue Nonprofit

5.0 — Goldenthal & Suss Consulting PC provided accounting, bookkeeping, and advisory services for an animal rescue nonprofit. The team prepared annual returns and audited financial statements and Read more

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Average Project Cost Breakdown

$10,000 to $49,000 (3)

Less than $10,000 (0)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Goldenthal & Suss Consulting PC is frequently recognized for providing excellent value for money, with clients noting their cost-effective solutions. One client emphasized that the firm's pricing fit their budget while delivering high-quality work, stating they received practical action plans in a timely manner. Another review highlighted the good value for cost and alignment with company values. Overall, the sentiment is positive, with clients appreciating the firm's responsiveness and quality of service relative to their fees.

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Wilton, Connecticut (1)

Princeton, New Jersey (1)

Brooklyn, New York (1)

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VantagePoint Benefit Administrators

5.0 1 review

$5,000+

$200 - $300 / hr

10 - 49

Lynbrook, NY

Services provided

50% Insurance Services & Brokers

14% HR Outsourcing

13% HR Consulting +2 services

13% PEO/Employee Leasing

10% Financial Advising & Planning

VantagePoint Benefit Administrators is an HR and benefits management company that provides comprehensive services such as payroll management, compliance training, and employee liability advice. According to reviews, 100% of feedback highlights their expertise, with particular emphasis on their leadership and process-oriented team. While highly praised, one suggestion for improvement involves enhancing real-time communication options.

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

Less than $10,000 (0)

$10,000 to $49,000 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients have reported that VantagePoint Benefit Administrators offers excellent value for money, with one client noting an investment exceeding $100,000 since 2008. Feedback highlights their comprehensive HR expertise, quality training, and effective leadership, indicating that the cost aligns with the high level of service provided. The firm is praised for its organized approach and technological integration, suggesting clients feel they receive substantial benefits relative to their financial commitment.

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Acgile

5.0 6 reviews

$5,000+

< $25 / hr

50 - 249

Brooklyn, NY

Services provided

50% Accounting

20% Back Office Outsourcing

20% Finance & Accounting Outsourcing (FAO) +2 services

5% Recruiting

5% Staffing

Acgile is a comprehensive accounting services firm with expertise in bookkeeping, financial reporting, and audit services. The company consistently receives positive feedback, with clients praising their on-time delivery, responsiveness, and reliability. Approximately 95% of reviews highlight their efficiency in improving financial processes and ensuring compliance, although some suggest a focus on continuous improvement for innovation.

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Reviews mention Efficient

Clients have consistently praised Acgile for their efficiency in project execution. One client highlighted significant error reduction and faster financial reporting due to Acgile's streamlined processes. Additionally, they noted that Acgile's proactive communication and reliability ensured timely deliverables, which enhanced overall operational efficiency. Overall, the sentiment towards Acgile reflects a strong appreciation for their effective management and capable team, contributing to smoother business operations.

Back-Office Services for Wheel Distribution Company

5.0 Oct 7, 2024

They demonstrated excellent project management throughout our collaboration. They consistently delivered all items on time, meeting deadlines without issue. Additionally, they were highly responsive to our needs, quickly addressing any concerns or changes that arose. Their proactive communication and reliability made the entire process smooth and efficient, ensuring that all tasks were completed as expected.

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3 of 3 Accounting reviews are 5 stars

3 new reviews for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Back-Office Services for Wheel Distribution Company

5.0 — Acgile provides back-office services for a wheel distribution company. The team handles account reconciliation, financial preparations, procurement services, and financial data reporting and Read more

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Average Project Cost Breakdown

$50,000 to $199,999 (3)

$200,000 to $999,999 (2)

What Clients Have Said

Clients consistently highlight Acgile's competitive pricing and strong value for money. For instance, one client noted that Acgile's pricing fit their budget, allowing them to improve operational capacity without exceeding costs. Another client emphasized cost efficiency, stating that Acgile's contributions led to lower operational costs and significant financial improvements. Overall, feedback reflects a positive sentiment regarding Acgile's ability to deliver high-quality services at reasonable prices, enhancing clients' financial operations.

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Chicago, Illinois (1)

Danville, Illinois (1)

Detroit, Michigan (1)

Saint Paul, Minnesota (1)

Brooklyn, New York (1)

Beverly Hills, California (1)

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Imperial Advisory, CFOs

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Services provided

80% Financial Advising & Planning

10% Business Consulting

10% Financial Consulting

Imperial Advisory, CFOs is a financial advisory firm specializing in Accounting Services, including Financial Analysis and CFO support. Reviews highlight their professionalism, seamless process, and rapid delivery, with 100% of feedback emphasizing their valuable insights and efficient service. Clients appreciate their extensive experience and highly recommend their services.

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Reviews mention Knowledgeable

Clients frequently commend Imperial Advisory, CFOs for their extensive industry knowledge and professionalism. One reviewer noted their impressive ability to conduct needs analysis effectively, while another highlighted their exceptional quality of work and responsiveness throughout the project. The overall sentiment reflects a strong confidence in their expertise, with no reported areas for improvement.

Business Consulting for Executive Search Firm

4.5 Oct 14, 2023

We're impressed with their professionalism, high-quality work, and extensive industry knowledge.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Consultation for Marketing Agency

5.0 — A marketing agency collaborated with Imperial Advisory, CFOs for financial consultations. The client needed an outside perspective for their financial items. Read more

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Average Project Cost Breakdown

Less than $10,000 (2)

$10,000 to $49,000 (0)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients have expressed a strong sentiment regarding the cost and value for money offered by Imperial Advisory, CFOs. One client noted the flat retainment fee based on an hourly rate, appreciating the transparency in billing. Another highlighted the exceptional quality of work delivered ahead of schedule, underscoring the value received. Overall, feedback reflects satisfaction with the professionalism and expertise provided, with no significant concerns raised regarding pricing.

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Accountants on Air

4.8 6 reviews

Undisclosed

Undisclosed

50 - 249

New York, NY

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 Personable

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

Accounting Services for Online Fashion Retail Company

4.0 Dec 20, 2021

They have a personalized approach and are very trustworthy. We feel very comfortable with them; they give their full attention.

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3 of 4 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting 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 more

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Average Project Cost Breakdown

Less than $10,000 (3)

$10,000 to $49,000 (1)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients consistently report that Accountants on Air offers excellent value for money, with pricing structures that fit various budgets. One client noted, 'Pricing fit our budget' and highlighted 'good value for cost.' Another mentioned a payment of $900 annually, calling the service 'excellent' and 'efficient.' While many appreciate the affordability, some suggested improvements, such as offering discounts for multiple tax submissions. Overall, the sentiment is positive regarding cost-effectiveness and service quality.

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Raleigh, North Carolina (1)

Los Angeles, California (1)

Alexandria, Virginia (1)

Stonington, Connecticut (1)

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Greyson Tax & Consulting

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Hoboken, NJ

Services provided

75% Accounting

15% Business Consulting

10% Financial Consulting

Greyson Tax & Consulting is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. The reviews indicate a highly positive experience, with 100% of feedback highlighting their expertise and efficient communication. They have notably saved clients significant sums, as evidenced by a client saving $30,000 in taxes, underscoring their value and reliability.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Bookeeping for Real Estate Office

5.0 — Greyson Tax Consulting provided personal and business tax filing, company registration restructuring, and QuickBooks bookkeeping services to the owner of a franchised real estate company. Read more

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

Less than $10,000 (0)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients have expressed high satisfaction with Greyson Tax & Consulting's cost-effectiveness, highlighting significant savings achieved through their services. One client noted a $30,000 tax saving in a single year, emphasizing that the fees for their services are justified by the financial benefits. Overall sentiment reflects that the company provides excellent value for money, with clients appreciating the combination of knowledge, timely communication, and the ability to save money through effective tax strategies.

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Burton & Co., CPAs

5.0 1 review

Undisclosed

$150 - $199 / hr

10 - 49

New York, NY

Services provided

80% Accounting

20% Business Consulting

Burton & Co., CPAs is a comprehensive accounting services firm offering bookkeeping, financial reporting, tax preparation, and outsourced CFO services. The firm is highly praised for its technological fluency, excellent communication, and ability to simplify complex financial concepts, with 100% of the feedback highlighting their attention to detail and client dedication.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & CFO Services for SEO Agency

5.0 — An SEO firm hired Burton & Co., CPAs to file their tax returns. They then took over all bookkeeping. The role morphed into becoming an external CFO, helping build financial forecasts, plan Read more

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

Less than $10,000 (0)

$10,000 to $49,000 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients of Burton & Co., CPAs express high satisfaction regarding the company's cost-effectiveness and value for money. One CEO highlighted that Dave’s services, while initially focused on tax filing, expanded significantly in scope, ultimately saving their business $50,000 through improved payment processing. Clients appreciate the clear communication and detailed attention to financial matters, noting that the investment in their services yields substantial returns, making them feel well-cared for and supported in their financial decision-making.

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Crowe LLP

5.0 4 reviews

$10,000+

$150 - $199 / hr

1,000 - 9,999

New York, NY

Services provided

30% Accounting

40% CRM Consulting and SI

20% Application Management & Support +1 service

10% Business Consulting

Crowe LLP, formerly known as Crowe Horwath, is a consulting firm specializing in CRM solutions, particularly Microsoft Dynamics CRM. Feedback from clients is overwhelmingly positive, with an emphasis on their technical expertise and responsive project management. Nearly 100% of reviewers highlight their ability to deliver high-quality, customized solutions efficiently, often exceeding expectations by understanding and addressing unique business needs.

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Reviews mention Understands their clients' needs

Crowe LLP has received positive feedback for their exceptional understanding of client needs. Clients emphasized their ability to grasp complex business challenges with minimal explanation, often providing innovative solutions that exceed initial requests. One client noted, 'They try to understand the business problem,' highlighting the firm's commitment to being solution-oriented rather than merely executing tasks. Overall, sentiment reflects strong satisfaction with Crowe LLP's client-centered approach and effective communication throughout projects.

CRM Development and Consulting For Computer Software Firm

5.0 Sep 2, 2015

Crowe Horwath tries to understand the business problem. There are a lot of companies out there that will just take your spec and do the work. They want to wrap their arms around the business process and the business problem. They'll usually come up with a different way of looking at it and come up with a better solution than we requested. They try to understand your business so that they're not just coders – they're solution providers.

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Media Device Manufacturer Microsoft CRM Integration

5.0 May 3, 2013

It’s just fantastic to have such a vendor that understands your needs and works with you as opposed to, what I found in past experiences, those that were against you or didn’t really understand your needs. Crowe Horwath understands our needs and has the ability to translate that into solutions. We have very specific requirements, and probably some of the most specific requirements I’ve run into over the years in terms of behaviors and the way the system functions.

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

$50,000 to $199,999 (1)

What Clients Have Said

Crowe LLP is perceived as delivering strong value for money, with clients frequently noting their reasonable pricing relative to the quality of service provided. One client highlighted a project cost between $25,000 and $30,000, emphasizing that Crowe Horwath set realistic expectations and delivered high-quality results. Another client mentioned that every project was successful with minimal defects, reinforcing the sentiment that their investment yielded significant returns. Overall, clients express satisfaction with the balance of cost and quality in their engagements.

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Hartford, Connecticut (1)

Providence, Rhode Island (1)

Boston, Massachusetts (1)

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Braj Aggarwal, CPA, P.C.

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Jackson Heights, NY

Services provided

80% Accounting

10% Finance & Accounting Outsourcing (FAO)

10% Financial Advising & Planning

Braj Aggarwal, CPA, P.C. is a reputable accounting firm specializing in Accounting Services, Financial Auditing, and Financial Statement Preparation. The firm receives high praise from clients, with 100% of reviews noting their timely and effective services. Clients commend their full-suite offerings and personalized communication, which are often compared favorably to larger firms.

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Reviews mention Experienced

Clients have expressed high satisfaction with Braj Aggarwal, CPA, P.C., highlighting their expertise and effective communication. One client noted the firm's adherence to Generally Accepted Auditing Standards (GAAS) and appreciated the educational aspect of their audits. The firm’s approachable management style was praised for facilitating quicker responses compared to larger firms. Overall, clients recommend Braj Aggarwal for their professionalism and efficient audit processes, indicating a strong positive sentiment towards their services.

Financial Auditing Services for Steel Manufacturing Company

5.0 Sep 20, 2021

The audits were in compliance with the Generally Accepted Auditing Standards (GAAS), and we learned a lot from them as a client. They educated us when there was a difference of opinion, and their staff was courteous. Braj Aggarwal, CPA, P.C., is a good firm to have as an auditor.

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Financial Auditing Services for Steel Manufacturing Company

5.0 Sep 20, 2021

With Braj Aggarwal, it was a very smooth process. We communicated through phone, email, and personal meetings. Braj Aggarwal documents many of these communications for their own processes.

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Financial Auditing Services for Steel Manufacturing Company

5.0 Sep 20, 2021

We were impressed by their scale and hierarchy. The due diligence process within the organization was faster as well, compared to a Big Four, where there’s a separate due diligence cell.

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2 of 2 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Technology Company

5.0 — Braj Aggarwal, CPA, P.C has provided accounting services for a technology company. Read more

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

Less than $10,000 (0)

$10,000 to $49,000 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients generally perceive Braj Aggarwal, CPA, P.C. as providing excellent value for money, with one technology COO noting that their services exceeded expectations. A former CFO of JSW Steel stated they invested between $50,000 and $200,000 and praised the firm's effective communication and the smooth audit process. Overall, the sentiment reflects satisfaction with the cost relative to the quality of service, highlighting the firm's efficiency and the personal attention clients receive.

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OnChain Accounting

5.0 2 reviews

$1,000+

$300+ / hr

10 - 49

Teaneck, NJ

Services provided

40% Accounting

40% Digital Asset Management

20% Fractional CFO Services

OnChain Accounting is a firm specializing in comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and financial advisory. According to reviews, 100% praised their strategic financial insights and proactive approach, highlighting a 15% annual tax savings and an 8% increase in profitability. Clients appreciate their timely project management, deep industry understanding, and exceptional responsiveness.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Digital Growth Company

5.0 — OnChain Accounting provides accounting and financial management services for a digital growth company. The team handles bookkeeping, tax compliance, payroll management, and custom advisory services. Read more

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said

Clients have praised OnChain Accounting for providing good value for money, with feedback highlighting that their pricing fits budgetary constraints while delivering high-quality services. One client noted the firm's ability to identify tax savings, resulting in a 15% reduction in annual tax liability, which significantly enhanced perceived value. Overall sentiment reflects satisfaction with the cost-effectiveness of their comprehensive accounting services, along with a strong alignment of company values.

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Cogneesol

4.0 2 reviews

Undisclosed

< $25 / hr

250 - 999

New York, NY

Services provided

10% Accounting

30% Back Office Outsourcing

30% Finance & Accounting Outsourcing (FAO) +2 services

20% IT Managed Services

10% Digital Strategy

Cogneesol is a business process outsourcing company specializing in data processing and back-office support services. Reviews indicate a highly professional and adaptive team, with 90% of feedback highlighting their flexibility and commitment to client needs. However, 10% of reviews suggest room for improvement in proactive communication and meeting deadlines. Overall, clients appreciate their dedication and responsiveness.

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Reviews mention Flexible

Cogneesol has received positive feedback regarding their flexibility in adapting to client needs and changes in workflow. One client highlighted their willingness to learn and adjust processes, stating that Cogneesol staff have been 'gracious/flexible' with workflow changes. Additionally, they appreciated the team's commitment to working during regular business hours despite time zone differences. Overall, the sentiment is favorable, with clients valuing Cogneesol's adaptability and responsiveness.

BPO Data Processing Services for Child Care Consultancy

3.0 Feb 26, 2020

Cogneesol staff have now taken over the entire processing for one set of our client documents (expenses), and they're processing almost the entire incoming volume for our other set (enrollments). They've always been willing to learn new things, and they've always been gracious/flexible if changes to the workflow have ever been necessary. Most of the time, they also complete work within the deadline. Cogneesol staff members have done an amazing job learning our client documents. They've adapted well to the numerous changes that we've had to our workflows over the past several years, and they continue to be flexible to specific project needs. They have also chosen to work during our regular business hours (even though that means a huge time zone difference for them), so that has helped us out tremendously and we greatly appreciate their willingness to do that.

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Average Project Cost Breakdown

Less than $10,000 (1)

$10,000 to $49,000 (1)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Cogneesol is frequently recognized for providing cost-effective services that deliver substantial value. Clients appreciate the balance of professionalism and affordability, noting that the company offers a strong combination of services tailored to their needs. One client highlighted that Cogneesol was selected for its 'best combination of services that were both professional and cost effective.' Overall, the sentiment regarding value for money is positive, with clients feeling they receive good service relative to their investment.

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BestCFO

5.0 1 review

$1,000+

< $25 / hr

10 - 49

new york, NY

Services provided

20% Accounting

20% Business Consulting

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Fractional CFO Services

BestCFO is a financial advisory firm specializing in CFO services, including financial reporting, forecasting, and budget management. The company is consistently praised for being helpful and knowledgeable, with 100% of reviewers commending their cooperative project management and timely delivery. Clients report significant improvements, such as a 20% increase in cash flow stability.

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said

Clients have praised BestCFO for its competitive pricing and the value it delivers. One client noted that BestCFO's pricing fit their budget while receiving expert financial advice that significantly improved cash flow stability by 20%. Overall sentiment indicates that clients find BestCFO to be a cost-effective choice, with strong support and timely delivery of services, contributing positively to their financial management and strategic growth.

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Portney & Company

5.0 1 review

Undisclosed

Undisclosed

10 - 49

River Edge, NJ

Services provided

75% Accounting

25% Business Consulting

Portney & Company is a distinguished provider of comprehensive accounting services, including tax preparation, financial statement preparation, and bookkeeping. Their expertise in managing complex tax issues has impressed clients, with 100% positive feedback highlighting their ability to alleviate the emotional burden associated with tax situations. Clients particularly commend their project management skills and thorough understanding of financial intricacies.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation & Filing for Antique Asian Art Retailer

5.0 — For 36 years now, Portney & Company has handled tax preparation and filing efforts for an international art importing company. They also provide corporate and personal management and document Read more

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

Less than $10,000 (0)

$10,000 to $49,000 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients generally perceive Portney & Company as providing excellent value for money, particularly in financial accounting and tax services. One client noted an annual investment of $3,000, emphasizing the company's ability to alleviate the emotional burden of taxes and their expertise in navigating complex tax situations. Overall sentiment reflects satisfaction with their organized approach and effective communication, reinforcing the notion that their services justify the costs involved.

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Baharestani & Ritt LLP

5.0 1 review

Undisclosed

Undisclosed

2 - 9

New York, NY

Services provided

50% Accounting

50% Financial Advising & Planning

Baharestani & Ritt LLP is an accounting firm specializing in Tax Preparation and Financial Analysis. With over 20 years of service, 100% of reviewers highlight their efficiency and comprehensive understanding of tax laws, reflecting a strong reputation in accurate and organized tax filing. Notably, clients frequently commend their attention to detail and reliable service.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Management Services for Hospitality & Leisure Company

5.0 — Baharestani & Ritt LLP has provided accounting services for a hospitality and leisure company. They are tasked with managing the client's finances and taxes. Read more

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Average Project Cost Breakdown

Less than $10,000 (1)

$10,000 to $49,000 (0)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients consistently express high satisfaction with Baharestani & Ritt LLP's cost-effectiveness and value for money. One long-term client highlighted their comprehensive and organized tax return services, noting their efficiency and adherence to the latest tax laws. This client, who has engaged the firm for over 20 years, emphasized that the firm consistently exceeds expectations, indicating a strong perception of value relative to their pricing.

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Lucky Tax Service (Yang Hyonjoo)

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Flushing, NY

Services provided

100% Accounting

Lucky Tax Service (Yang Hyonjoo) is a comprehensive accounting firm offering bookkeeping, tax preparation, financial planning, and business auditing services. Client feedback highlights their exceptional support in financial statement preparation, audit services, and tax filing, with 100% of reviewers praising their personalized approach to client success and business growth.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Personal & Business Accounting for Multi-Business Owner

5.0 — The owner of a daycare and an e-commerce company hired Lucky Tax Sevice to manage their personal and business accounts. The team keeps the books, plans the client's finances, and prepares loan and Read more

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

Less than $10,000 (0)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients of Lucky Tax Service (Yang Hyonjoo) consistently highlight the company's affordability and value, with one client noting a monthly fee of $150 for comprehensive accounting services. Feedback indicates that the firm's support has been instrumental during challenging times, such as the pandemic, enhancing clients' financial understanding and enabling business growth. Overall, clients express high satisfaction with the cost-to-value ratio, emphasizing the personalized attention and expertise provided, which significantly alleviates their financial management burdens.

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Mazars USA

4.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

New York, NY

Services provided

60% Accounting

40% Business Consulting

Mazars USA is an accounting services firm specializing in tax preparation, audit services, and financial reporting. Positive feedback highlights their effectiveness in completing audits and tax filings, with 100% of reviewers expressing satisfaction with their work quality and organizational skills. Despite some staff turnover, clients value their communication and reasonable approach to meeting client requirements.

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0 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Annual Audit & Tax Filing for Oil and Energy Company

4.0 — Mazars USA provides tax services for an energy company. Their work includes an annual audit as well as routine tax filing. Read more

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

Less than $10,000 (0)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients generally perceive Mazars USA as offering good value for money, with one finance manager noting an annual investment of $3,000 for effective audit and tax services. The client expressed satisfaction with their communication and organization, highlighting the successful completion of audits and tax filings. Overall, the sentiment is positive, with clients appreciating the quality of service relative to the cost.

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Raich Ende Malter & Co. LLP

3.0 1 review

Undisclosed

Undisclosed

250 - 999

New York, NY

Services provided

100% Accounting

Raich Ende Malter & Co. LLP is a firm specializing in accounting services, including bookkeeping, tax filing, and financial statement preparation. However, feedback suggests dissatisfaction with their pricing transparency and communication, with 100% of reviewers highlighting unexpected fee increases and insufficient communication. Potential clients are advised to establish clear contractual agreements due to these concerns.

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

Less than $10,000 (0)

$10,000 to $49,000 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients have noted that Raich Ende Malter & Co. LLP's pricing lacks transparency, with unexpected fee increases leading to dissatisfaction. One client reported an investment of $85,000, expressing frustration over escalating costs despite average service quality. Communication regarding pricing was also criticized, as clients received higher invoices without prior notice. Overall, while the firm's presentation is commendable, many clients feel the value for money is not reflective of the services provided.

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Finsmart Accounting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

25% Accounting

25% Finance & Accounting Outsourcing (FAO)

25% Financial Advising & Planning +2 services

15% Funding & Investment

10% Commercial Financing

Established in 2007, Finsmart Accounting is a small New York, New York-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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Online Taxman

2.5 1 review

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

100% Accounting

Online Taxman is an accounting services firm specializing in tax preparation and filing. Their reviews indicate dissatisfaction, with critiques highlighting sporadic availability, lack of problem-solving, and ongoing issues with accuracy. Approximately 100% of the feedback suggests potential clients seek alternative options due to limited expertise and ineffective communication.

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Average Project Cost Breakdown

Less than $10,000 (1)

$10,000 to $49,000 (0)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients have expressed concerns regarding Online Taxman's value for money, noting that the services provided do not justify the cost. One reviewer highlighted spending approximately $1,200 annually, yet faced issues with accuracy and responsiveness, suggesting a lack of expertise. They described the interaction as unsatisfactory, with a sentiment of disappointment, ultimately advising potential clients to consider alternative options for better service and value.

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Akram | Assurance, Advisory & Tax Firm

Not yet reviewed

$5,000+

$300+ / hr

10 - 49

New York, NY

Services provided

75% Accounting

20% Business Consulting

5% Finance & Accounting Outsourcing (FAO)

Accounting company Akram | Assurance, Advisory & Tax Firm specializes in Accounting and Business Consulting. They were established in 2013.
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WALLACE TAX AND ACCOUNTING

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

New York, NY

Services provided

80% Accounting

20% Business Consulting

WALLACE TAX AND ACCOUNTING is an Accounting company. Headquartered in New York, New York, the team provides Accounting and Business Consulting.
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Ceptrum

Not yet reviewed

Undisclosed

$25 - $49 / hr

2 - 9

Brooklyn, NY

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

Ceptrum is a Finance & Accounting Outsourcing (FAO) and Accounting company established in 2021. The small team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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Bernard Nickels & Associates

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

25% Accounting

50% HR Consulting

25% IT Managed Services

HR Consulting company Bernard Nickels & Associates is in New York, New York. They offer HR Consulting and Accounting.
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Bikham Finance

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

New York, NY

Services provided

20% Accounting

80% Finance & Accounting Outsourcing (FAO)

Bikham Finance, a Finance & Accounting Outsourcing (FAO) company, focuses on Finance & Accounting Outsourcing (FAO) and Accounting. The agency is headquartered in New York, New York and Delhi,
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Headway Bpo Solutions Pvt Ltd

Not yet reviewed

$1,000+

< $25 / hr

250 - 999

New York, NY

Services provided

30% Accounting

20% Finance & Accounting Outsourcing (FAO)

15% Back Office Outsourcing +4 services

10% Corporate Training & Coaching

10% Customer Service Outsourcing

10% ERP Consulting and SI

5% HR Consulting

Headway Bpo Solutions Pvt Ltd is an Accounting company. Located in New Delhi, India and New York, New York, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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Certified Catering Consultants

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Woodland Park, NJ

Services provided

10% Accounting

60% Business Consulting

10% Corporate Training & Coaching +2 services

10% IT Strategy Consulting

10% Logistics & Supply Chain Consulting

Certified Catering Consultants is a Business Consulting company. They are based in Woodland Park, New Jersey and have small team. They focus on Business Consulting and IT strategy consulting.
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ARK-LLP Accountant and Advisors

5.0 1 review

Undisclosed

Undisclosed

2 - 9

New York, NY

Services provided

100% Accounting

ARK-LLP Accountant and Advisors is a comprehensive provider of accounting services, including bookkeeping, financial reporting, tax preparation, and financial advisory. The firm is highly regarded for its personalized service, with clients praising their honesty, competitive pricing, and effective guidance in business and personal finance management. Approximately 90% of feedback highlights their dedication to maintaining strong client relationships and ensuring proper financial practices.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Apparel Wholesale Business

5.0 — ARK-LLP Accountant and Advisors helped launch a real estate business with legal and registration services. When the client's portfolio expanded to apparel, they came on board to provide accounting Read more

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

Less than $10,000 (0)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

ARK-LLP Accountant and Advisors are praised for their competitive pricing and overall value for money. A client noted significant savings by outsourcing accounting tasks, highlighting that ARK-LLP does not overcharge relative to market rates. Their commitment to personalized service and thorough communication enhances perceived value. While some feedback pointed to the need for improved communication speed, the overall sentiment remains positive, with clients expressing satisfaction and recommending their services based on cost-effectiveness.

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Sidhom Accounting and Tax Consultants

5.0 1 review

Undisclosed

Undisclosed

Freelancer

Bayonne, NJ

Services provided

100% Accounting

Sidhom Accounting and Tax Consultants is an expert-level accounting firm offering comprehensive Accounting Services, including Tax Preparation, Financial Statement Preparation, and Financial Advisory. They effectively manage complex financial structures for interconnected businesses, earning high satisfaction for their expertise, though some note the CPA's busyness during tax season. Their services are highly recommended for handling significant revenue and providing peace of mind in tax matters.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Real Estate Brokerage Company

5.0 — Sidhom Accounting and Tax Consultants perform tax and accounting services for a real estate brokerage firm's various businesses. Their scope of work evolves as the client continues to expand their Read more

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

Less than $10,000 (0)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients express high satisfaction with Sidhom Accounting and Tax Consultants, highlighting their expertise and ability to manage complex accounting needs for interconnected businesses. A client noted an investment of $20,000–$30,000, emphasizing the value received as their companies experienced 20% annual growth. Overall sentiment reflects that Sidhom provides excellent value for money, particularly for clients with substantial revenue, although some noted scheduling challenges during peak tax season.

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Aspen HR

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

25% Accounting

25% HR Consulting

25% HR Outsourcing +1 service

25% PEO/Employee Leasing

Aspen HR is an Accounting company. Their midsize team is located in Walnut Creek, California and Chicago, Illinois. Their services include Accounting and PEO/Employee Leasing.
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Mortar Group

Not yet reviewed

$250,000+

Undisclosed

2 - 9

New York, NY

Services provided

75% Commercial Development

20% Financial Advising & Planning

5% Commercial Property Management

Mortar Group is a small Commercial Development company. They provide Commercial Development and Financial Advising & Planning and were launched in 2001.
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The A Team

Not yet reviewed

$1,000+

Undisclosed

10 - 49

New York, NY

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

The A Team is a New York, New York-based Finance & Accounting Outsourcing (FAO) and Accounting company. They offer Finance & Accounting Outsourcing (FAO) and Accounting.
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Accounting Heroes

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Brooklyn, NY

Services provided

50% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO) +3 services

10% Market Research

10% Marketing Strategy

10% Public Relations

Accounting company Accounting Heroes specializes in Accounting and Finance & Accounting Outsourcing (FAO). They were established in 2019.
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My Crypto CPA

Not yet reviewed

Undisclosed

$200 - $300 / hr

2 - 9

New York, NY

Services provided

50% Accounting

50% Blockchain

My Crypto CPA is a Blockchain and Accounting company launched in 2021. Their services include Blockchain and Accounting.
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Marcum LLP

Not yet reviewed

$1,000+

$100 - $149 / hr

1,000 - 9,999

New York, NY

Services provided

100% Accounting

Marcum LLP, an Accounting company, was launched in 1951. The team specializes in Accounting and is in New York, New York and Irvine, California.
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Agro Accounting CPA

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

Brooklyn, NY

Services provided

100% Accounting

Agro Accounting CPA is a small Accounting company. They specialize in Accounting and were launched in 2009.
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Digital Alpha

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

20% Custom Software Development

15% Cloud Consulting & SI

15% Financial Advising & Planning +6 services

12% IT Staff Augmentation

10% Commercial Financing

10% IT Strategy Consulting

8% Business Consulting

5% AI Development

5% BI & Big Data Consulting & SI

Digital Alpha is a custom software development firm. Launched in 2019, the agency provides Custom Software Development and cloud consulting & SI.
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Peak Reliance LP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

100% Accounting

Peak Reliance LP is an Accounting company. Their small team is headquartered in New York, New York. Their services include Accounting.
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Anchin

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

New York, NY

Services provided

80% Accounting

20% Business Consulting

Anchin is an Accounting company. The agency is in New York, New York. Their team provides Accounting and Business Consulting.
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FORVIS

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

New York, NY

Services provided

50% Accounting

25% Business Consulting

15% Finance & Accounting Outsourcing (FAO) +1 service

10% Cybersecurity

FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
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Nigro Karlin Segal Feldstein & Bolno

Not yet reviewed

$1,000+

$100 - $149 / hr

250 - 999

New York, NY

Services provided

100% Accounting

Founded in 1981, Nigro Karlin Segal Feldstein & Bolno, a midsize Accounting company, is headquartered in Los Angeles, California and San Francisco, California. Their team specializes in Accounting.
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Acuity Knowledge Partners

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

New York, NY

Services provided

100% Accounting

Located in New York, New York, Acuity Knowledge Partners is an Accounting company. The team specializes in Accounting.
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Previous 1 2 3 4 5 26 Next

Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Gini Talent

2 George Dimov, CPA

3 Graphite

4 1-800Accountant

5 leadforce.info

6 DCG | CPA and Management Consulting Firm

7 Spear CPA CFP

8 Goldenthal & Suss Consulting PC

9 VantagePoint Benefit Administrators

10 Acgile

11 Imperial Advisory, CFOs

12 Accountants on Air

13 Greyson Tax & Consulting

14 Burton & Co., CPAs

15 Crowe LLP

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 15 New York City Financial Services Companies

Gini Talent

$10,000+

$50 - $99 / hr

1,000 - 9,999

Fairfield, NJ

Ability to deliver

36.7/40.0

17.4/20 Reviews

9.3/10 Clients & Experience

10/10 Market Presence

Service focus

10% Accounting

90% Other

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George Dimov, CPA

Undisclosed

$200 - $300 / hr

10 - 49

New York, NY

Ability to deliver

36.3/40.0

16.8/20 Reviews

10/10 Clients & Experience

9.5/10 Market Presence

Service focus

85% Accounting

15% Other

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Graphite

Undisclosed

Undisclosed

50 - 249

New York, NY

Ability to deliver

31.9/40.0

17.4/20 Reviews

8.3/10 Clients & Experience

6.1/10 Market Presence

Service focus

34% Accounting

66% Other

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1-800Accountant

$1,000+

$100 - $149 / hr

50 - 249

New York, NY

Ability to deliver

27.7/40.0

13.4/20 Reviews

5.7/10 Clients & Experience

8.6/10 Market Presence

Service focus

100% Accounting

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leadforce.info

Undisclosed

Undisclosed

10 - 49

New York, NY

Ability to deliver

27.5/40.0

16.4/20 Reviews

6.5/10 Clients & Experience

4.6/10 Market Presence

Service focus

15% Financial Advising & Planning

85% Other

View Profile Visit Website
DCG | CPA and Management Consulting Firm

Undisclosed

Undisclosed

50 - 249

New York, NY

Ability to deliver

25.7/40.0

16.4/20 Reviews

4.7/10 Clients & Experience

4.6/10 Market Presence

Service focus

50% Accounting

50% Other

View Profile Visit Website
Spear CPA CFP

$1,000+

$100 - $149 / hr

2 - 9

New York, NY

Ability to deliver

24.8/40.0

16.6/20 Reviews

3/10 Clients & Experience

5.2/10 Market Presence

Service focus

80% Accounting

20% Other

View Profile Visit Website
Goldenthal & Suss Consulting PC

Undisclosed

$200 - $300 / hr

2 - 9

Staten Island, NY

Ability to deliver

24.2/40.0

17/20 Reviews

1.4/10 Clients & Experience

5.8/10 Market Presence

Service focus

75% Accounting

25% Other

View Profile Visit Website
VantagePoint Benefit Administrators

$5,000+

$200 - $300 / hr

10 - 49

Lynbrook, NY

Ability to deliver

23.6/40.0

16.2/20 Reviews

1.7/10 Clients & Experience

5.7/10 Market Presence

Service focus

10% Financial Advising & Planning

50% Insurance Services & Brokers

40% Other

View Profile Visit Website
Acgile

$5,000+

< $25 / hr

50 - 249

Brooklyn, NY

Ability to deliver

23.5/40.0

18.4/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

50% Accounting

50% Other

View Profile Visit Website
Imperial Advisory, CFOs

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Ability to deliver

23.2/40.0

15.6/20 Reviews

2/10 Clients & Experience

5.6/10 Market Presence

Service focus

80% Financial Advising & Planning

20% Other

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Accountants on Air

Undisclosed

Undisclosed

50 - 249

New York, NY

Ability to deliver

22.9/40.0

15.6/20 Reviews

2.7/10 Clients & Experience

4.6/10 Market Presence

Service focus

80% Accounting

20% Other

View Profile Visit Website
Greyson Tax & Consulting

$1,000+

$100 - $149 / hr

10 - 49

Hoboken, NJ

Ability to deliver

22.7/40.0

16.2/20 Reviews

1.6/10 Clients & Experience

4.9/10 Market Presence

Service focus

75% Accounting

25% Other

View Profile Visit Website
Burton & Co., CPAs

Undisclosed

$150 - $199 / hr

10 - 49

New York, NY

Ability to deliver

22.6/40.0

16.2/20 Reviews

1/10 Clients & Experience

5.3/10 Market Presence

Service focus

80% Accounting

20% Other

View Profile Visit Website
Crowe LLP

$10,000+

$150 - $199 / hr

1,000 - 9,999

New York, NY

Ability to deliver

22.1/40.0

16.2/20 Reviews

0/10 Clients & Experience

5.9/10 Market Presence

Service focus

30% Accounting

70% Other

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Braj Aggarwal, CPA, P.C.

Undisclosed

Undisclosed

10 - 49

Jackson Heights, NY

Ability to deliver

21.6/40.0

16.2/20 Reviews

0/10 Clients & Experience

5.4/10 Market Presence

Service focus

80% Accounting

10% Financial Advising & Planning

10% Other

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OnChain Accounting

$1,000+

$300+ / hr

10 - 49

Teaneck, NJ

Ability to deliver

21.5/40.0

16.6/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

40% Accounting

60% Other

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Cogneesol

Undisclosed

< $25 / hr

250 - 999

New York, NY

Ability to deliver

20.8/40.0

13/20 Reviews

1.3/10 Clients & Experience

6.4/10 Market Presence

Service focus

10% Accounting

90% Other

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BestCFO

$1,000+

< $25 / hr

10 - 49

new york, NY

Ability to deliver

20.4/40.0

16.4/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

20% Accounting

20% Financial Advising & Planning

60% Other

View Profile Visit Website
Portney & Company

Undisclosed

Undisclosed

10 - 49

River Edge, NJ

Ability to deliver

16.2/40.0

16.2/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

75% Accounting

25% Other

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Baharestani & Ritt LLP

Undisclosed

Undisclosed

2 - 9

New York, NY

Ability to deliver

16.2/40.0

16.2/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Accounting

50% Financial Advising & Planning

View Profile Visit Website
Lucky Tax Service (Yang Hyonjoo)

Undisclosed

Undisclosed

2 - 9

Flushing, NY

Ability to deliver

16.2/40.0

16.2/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% Accounting

View Profile Visit Website
Mazars USA

Undisclosed

Undisclosed

1,000 - 9,999

New York, NY

Ability to deliver

13/40.0

13/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

60% Accounting

40% Other

View Profile Visit Website
Raich Ende Malter & Co. LLP

Undisclosed

Undisclosed

250 - 999

New York, NY

Ability to deliver

9.8/40.0

9.8/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% Accounting

View Profile Visit Website
Finsmart Accounting

Undisclosed

Undisclosed

10 - 49

New York, NY

Ability to deliver

8.6/40.0

0/20 Reviews

1.8/10 Clients & Experience

6.9/10 Market Presence

Service focus

25% Accounting

25% Financial Advising & Planning

50% Other

View Profile Visit Website
Online Taxman

Undisclosed

Undisclosed

10 - 49

New York, NY

Ability to deliver

8.2/40.0

8.2/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% Accounting

View Profile Visit Website
Akram | Assurance, Advisory & Tax Firm

$5,000+

$300+ / hr

10 - 49

New York, NY

Ability to deliver

7.6/40.0

0/20 Reviews

2.4/10 Clients & Experience

5.2/10 Market Presence

Service focus

75% Accounting

25% Other

View Profile Visit Website
WALLACE TAX AND ACCOUNTING

$1,000+

$25 - $49 / hr

2 - 9

New York, NY

Ability to deliver

7.3/40.0

0/20 Reviews

2.7/10 Clients & Experience

4.6/10 Market Presence

Service focus

80% Accounting

20% Other

View Profile Visit Website
Ceptrum

Undisclosed

$25 - $49 / hr

2 - 9

Brooklyn, NY

Ability to deliver

7.2/40.0

0/20 Reviews

2.1/10 Clients & Experience

5.2/10 Market Presence

Service focus

50% Accounting

50% Other

View Profile Visit Website
Bernard Nickels & Associates

Undisclosed

Undisclosed

10 - 49

New York, NY

Ability to deliver

7/40.0

0/20 Reviews

0/10 Clients & Experience

7/10 Market Presence

Service focus

25% Accounting

75% Other

View Profile Visit Website

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