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Top Financial Services Firms in New York City

Ratings Updated: April 1, 2026

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$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 branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

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

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

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Average Project Cost Breakdown

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

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

CSTMR is very responsive
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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves New York City, NY

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

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

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisure

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Average Project Cost Breakdown

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

4.8 28 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 an accounting firm specializing in services including bookkeeping, tax preparation, audit services, financial reporting, and business auditing. The reviews indicate a strong reputation for professionalism, responsiveness, and tailored solutions, with 100% of feedback being positive. Clients frequently praise the firm's attention to detail and ability to exceed expectations, with notable mentions of efficient tax filing and proactive financial advisory.

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Reviews mention Hard working
Clients consistently commend the company for their hard-working ethos, particularly highlighting their commitment to completing tasks efficiently and accurately. One client noted, 'The willingness to put in the hours necessary to get the job done' without any complaints or pushback, emphasizing their dedication. Overall, the sentiment reflects a strong appreciation for the company's diligence and attention to detail in delivering quality service.

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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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
In the past six months, clients have praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One finance director highlighted the team's ability to deliver a thorough audit process efficiently, while an executive noted the speed and quality of day-to-day accounting services. Overall sentiment is highly positive, with clients expressing satisfaction and a willingness to recommend the firm for reliable and trustworthy accounting services.
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Industry Experience

George Dimov, CPA has demonstrated expertise across various industries, including Information Technology, Advertising & Marketing, Financial Services, Real Estate, and Arts & Entertainment. Clients consistently praise their quick and efficient service, proactive communication, and ability to tailor solutions to specific needs. Overall sentiment is highly positive, with notable strengths in tax strategy, bookkeeping, and financial management. This provider appears especially well-suited for clients in dynamic, service-oriented sectors seeking reliable accounting and advisory support.
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Real estate Advertising & marketing Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services

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New York City, New York (5) Middletown, Delaware (1) Fort Lauderdale, Florida (1) Miami, United States (1) Bethesda, Maryland (1) Austin, Texas (1) Hamden, Connecticut (1) Los Angeles, California (1) Boston, Massachusetts (1)

This provider is fluent in 12 languages:

English

Mandarin

Spanish

Arabic

Hindi

Russian

Korean

Turkish

Vietnamese

Urdu

Ukrainian

Cantonese

This provider is available in 4 time zones:

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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1-800Accountant

4.5 31 reviews
Premier Verified

$1,000+

$100 - $149 / hr

50 - 249

New York, NY

Services provided

100% Accounting

1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.

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4 of 4 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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Industry Experience

1-800Accountant has demonstrated expertise across diverse industries including Healthcare, Wellness & Fitness, Transportation, and Advertising & Marketing. Clients commend their responsiveness, cost-effective solutions, and ability to meet tax compliance needs. The overall sentiment is positive in Healthcare and Wellness, while experiences in Advertising & Marketing highlight concerns with project management. Potential clients in Healthcare and Wellness sectors may find them particularly suitable due to their specialized knowledge and strong client relationships.
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Wellness & Fitness Healthcare Transportation Advertising & marketing

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Hattiesburg, Mississippi (1) Monroe, Michigan (1) Albany, United States (1) Two Harbors, Minnesota (1) Afton, Wyoming (1)

This provider is fluent in 1 language:

English

This provider is available in 1 time zone:

Eastern Standard Time (EST)

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$179 Best for businesses that need ongoing tax support. $239 Core accounting package that covers most business. $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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Quant Solutions

5.0 2 reviews
Verified

Undisclosed

$50 - $99 / hr

2 - 9

New York, NY

Services provided

25% Accounting

40% Finance & Accounting Outsourcing (FAO)

35% Back Office Outsourcing

Quant Solutions is an accounting services firm specializing in bookkeeping and comprehensive financial management for project-based industries, particularly in the arts and nonprofit sectors. With a focus on meticulous budget tracking and financial reporting, they have received overwhelmingly positive feedback, praised for their reliability and attention to detail, with no areas for improvement identified.

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2 of 2 reviews are 5 stars

1 new review for Accounting services

$200,000 – $999,999 avg. project cost

Reviewed 2 times in the past 6 months
In the past six months, Quant Solutions has received positive feedback for their exceptional support and attention to detail. Clients highlighted their reliability and the ability to maintain clean financials, with one client praising their strategic insights that facilitated growth. Another noted their responsiveness and collaborative approach, even amid changing needs. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction in their partnerships and no significant areas for improvement identified.
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More responsive than most other service providers

Quant Solutions 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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$650 Pre-rev & companies less than $500k in annual rev $1,500 Companies over $1M in annual rev $4,000 Companies over $3M in annual rev

Monthly Bookkeeping & Financial Reporting Service
Professional monthly bookkeeping services including transaction coding, reconciliations, and timely financial reporting. We manage your day-to-day financial operations so you can focus on growing your business, with reports delivered by the 15th of each month.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

4.8

Willing to Refer

5.0

Local NYC clients commend Quant Solutions for their comprehensive financial services, including bookkeeping, process creation, and financial analysis. Their dependable team consistently delivers on time, offering valuable support for creative and business operations, fostering long-term, collaborative relationships.
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Willowcommerce.ai

5.0 1 review
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

A Single Stop for All Your Digital Marketing Needs! Email Marketing, List Growth, Social Media Posting, Automation Less headaches. More execution. Software simplified. We built an
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JADDE Financial Solutions, LLC

Not yet reviewed
Verified

Undisclosed

Undisclosed

10 - 49

Marlboro Township, NJ

Services provided

70% Accounting

30% Fractional CFO Services

JADDE Financial Solutions, LLC, an Accounting company, was established in 2004. They provides Accounting and Fractional CFO Services.
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More responsive than most other service providers

JADDE Financial Solutions, LLC is very responsive
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Graphite

5.0 8 reviews

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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Industry Experience

Graphite has demonstrated expertise across multiple industries, including Software, Food & Beverage, Chemicals & Biotechnology, IT Services, and Consulting. Clients have praised their timely communication, financial modeling skills, and deep industry knowledge, particularly in managing accounting functions and supporting startups. Overall sentiment is highly positive, with businesses acknowledging Graphite's ability to enhance financial systems and provide reliable support, making them a suitable partner for companies seeking accounting solutions in these sectors.
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Software Food & Beverage Chemicals & Biotechnology Consumer Products IT Services Consulting

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Average Project Cost Breakdown

$10,000 to $49,000 (3) Less than $10,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently highlight Graphite's strong value for money, with feedback noting that their pricing fits within budget while delivering high-quality services. One CEO remarked on Graphite's 'good value for cost,' while another noted the 'most favorable terms' during their bidding process. Overall, the sentiment is positive, with clients expressing satisfaction in both the affordability and effectiveness of the services provided, ensuring timely and accurate financial management.
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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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leadforce.info

4.6 20 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 lead generation and investor outreach services. Reviews indicate mixed feedback, with about 70% positive responses highlighting their professionalism, attention to detail, and effective communication. However, 30% of reviews mention underdelivery on promises and unmet expectations. Common themes include their adeptness at generating investor interest and creating structured outreach strategies.

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Reviews mention Timely
Leadforce.info has consistently received positive feedback regarding their timeliness in project management. Clients noted that deliverables were provided on time and in a professional manner, adapting quickly to changing needs. For instance, one client highlighted that items were delivered timely and suited their business needs, while another emphasized the team's adaptability and responsiveness. Overall, the sentiment surrounding timeliness is overwhelmingly positive, reflecting their commitment to meeting deadlines.

Email & Social Media Marketing for Job-Finding Company

4.5 Oct 11, 2024

Describe their project management. Did they deliver items on time? How did they respond to your needs? On time and very attentive to our needs.
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Email Marketing & SMM for Fashion Company

4.0 Jun 20, 2024

Describe their project management. Did they deliver items on time? How did they respond to your needs? On time, On Budget, High quality.
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SMM for VR Fitness Platform

5.0 May 3, 2023

Describe their project management. Did they deliver items on time? How did they respond to your needs? They were timely in their deliveries, adaptable to what we needed and very responsive when small, quick adjustments needed to be made.
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Lead Generation for Construction Company

5.0 Mar 15, 2023

Describe their project management. Did they deliver items on time? How did they respond to your needs? Yes, on time and within budget. What did you find most impressive or unique about this company? Their value for the price, efficiency, and timely delivery were impressive.
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Social Media Marketing for Drinks Agency

5.0 Jul 28, 2025

Leadforce.info has been delivering on time. We communicate via email.
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Industry Experience

Leadforce.info has demonstrated strong expertise primarily in the Food & Beverage, Business Services, and Consumer Products industries, receiving positive feedback for their lead generation and capital-raising capabilities. Clients noted their effective communication and timely deliverables across various projects. In sectors like Manufacturing and Healthcare, they have positively impacted investor outreach and brand awareness. However, a review from the Supply Chain industry indicated a significant shortfall in promised deliverables. Overall, Leadforce.info is well-suited for clients in Food & Beverage and Consumer Products.
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Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics eCommerce Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Consumer Products Healthcare Manufacturing IT Services

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Average Project Cost Breakdown

Less than $10,000 (15)

What Clients Have Said
Overall, clients commend Leadforce.info for their cost-effectiveness and value for money. Many reviews highlight that the pricing aligns well with client budgets, with one stating it provides 'good value for cost.' Another client noted that their fees were 'more than covered by investment dollars produced.' However, there was one instance where a client expressed dissatisfaction with deliverables, suggesting inconsistency in meeting expectations. Overall, the sentiment is largely positive regarding value and affordability.
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Review Rating from Clients

4.5/5.0

Quality

5.0

Schedule

4.5

Cost

5.0

Willing to Refer

4.5

NYC clients commend Leadforce.info for their targeted social media strategies, including LinkedIn growth and investor outreach, with tangible outcomes like new connections and ongoing discussions. The team is appreciated for their punctuality, responsiveness, and delivering exactly what was promised.
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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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Industry Experience

DCG | CPA and Management Consulting Firm has received positive feedback across various industries, particularly in Healthcare and Advertising & Marketing. Clients commend their expertise in financial management, including tax preparation and cash flow forecasting, highlighting their ability to streamline financial operations. In Healthcare, they facilitate comprehensive financial oversight for nonprofits, while in Advertising, they ensure compliance and effective financial modeling. Overall, the firm is recognized for its responsiveness, cultural fit, and impact on enhancing financial health.
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Healthcare Advertising & marketing

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight DCG | CPA and Management Consulting Firm's competitive pricing and overall value for money. One client noted that their pricing fit within budget while providing 'great value for cost.' Another emphasized the firm's superior service compared to previous financial providers, stating they are 'far and above better.' Overall, feedback reflects a strong sentiment regarding the firm's ability to deliver quality services at reasonable rates.
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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 Transparent
Clients have consistently praised Spear CPA CFP for their transparency and professionalism. One client noted that being detailed and honest with the firm enhances the quality of advice received. They emphasized the firm's commitment to clear communication and their attentive service, highlighting that Spear CPA CFP genuinely cares about the success of their partnerships. Overall, the sentiment regarding transparency is highly positive, reflecting trust and satisfaction in their collaborative approach.

Accounting for Executive Life Coaching Company

5.0 Dec 9, 2020

They manage the work I give them very well. I’ve never seen another company that has as much professionalism and courtesy as Spear CPA CFP. They communicate with my internal team well and they always answer the phone when I call.
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Industry Experience

Spear CPA CFP has garnered positive feedback across several industries, including Manufacturing, Consumer Products, Legal, Construction, Financial Services, and Advertising & Marketing. Clients praise their responsiveness, expertise in tax planning, and seamless integration into existing business operations. In Manufacturing and Consumer Products, they excelled in managing complex financial structures and securing loans during crises. The overall sentiment highlights their professionalism and adaptability, making them a strong fit for businesses seeking reliable accounting and financial guidance.
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Financial services Manufacturing Consumer Products Legal Construction Business services Advertising & marketing

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8 of 9 New York City-based reviews are 5 stars

$50,000 – $199,999 avg. project cost for Accounting services in New York City

New York City-based Accounting project highlight

Accounting for Commercial Real Estate Construction Firm
5.0 — Spear CPA CFP provides accounting services for a commercial building and development company. Their work includes EOY financial reports, tax returns, and financial advice. Read more
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Review Rating from Clients

4.9/5.0

Quality

4.9

Schedule

5.0

Cost

4.8

Willing to Refer

5.0

NYC clients commend Spear CPA CFP for their professionalism, deep industry knowledge, and exceptional project management. From startups to established firms, they excel in bookkeeping, tax filings, and compliance, providing reliable support that simplifies financial processes and fosters long-term client trust.
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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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Industry Experience

Goldenthal & Suss Consulting PC has demonstrated expertise in the non-profit, legal, and financial services industries, receiving positive feedback across all sectors. Clients commend their high-quality deliverables, responsiveness, and professionalism. In the non-profit sector, they excel in accounting and bookkeeping services. Legal clients benefit from strategic tax and accounting advice, while financial services firms value their ongoing accounting support and proactive relationship management. Overall, sentiment is highly favorable, making them a strong fit for clients in these industries.
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Non-profit Legal Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Goldenthal & Suss Consulting PC's exceptional value for money, noting their ability to deliver high-quality services in a timely and cost-effective manner. One client appreciated the 'great value for cost,' while another emphasized their 'pricing fit our budget.' Overall, the sentiment reflects satisfaction with the firm's pricing structure and the quality of work provided, reinforcing their reputation as a reliable and efficient partner.
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More responsive than most other service providers

Goldenthal & Suss Consulting PC is very responsive
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3 of 3 New York City-based reviews are 5 stars

$10,000 – $49,000 avg. project cost for Accounting services in New York City

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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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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Industry Experience

VantagePoint Benefit Administrators has received positive feedback primarily from the software industry, where they excel in HR and benefits management, compliance, and employee training. Clients commend their holistic understanding of HR, organizational efficiency, and leadership quality, highlighting their expertise in handling complex HR landscapes. Overall sentiment is highly favorable, suggesting that companies within the software sector looking for comprehensive HR solutions would find VantagePoint a suitable partner.
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Software

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend VantagePoint Benefit Administrators for their exceptional value and expertise in HR management. One CEO noted a significant investment exceeding $100,000 since 2008, emphasizing the quality of advice and training received. The company's leadership is recognized as top-notch, with a strong understanding of employer-employee dynamics. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, as clients feel they receive superior service and insights for their investment.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Allendale, New Jersey clients praise VantagePoint Benefit Administrators for their comprehensive HR and benefits management, including payroll, compliance, and training. Their organized, tech-driven approach and expert leadership ensure smooth, reliable service for complex HR needs. Clients highly recommend trusting their proven expertise.
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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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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Imperial Advisory, CFOs consistently highlight the company's exceptional value for money, noting timely delivery and high-quality work. One executive praised their responsiveness and professionalism, stating that all projects were completed ahead of schedule. Another client appreciated the flat retainment fee based on hourly rates, which provided clarity in billing. Overall, the sentiment is overwhelmingly positive, with no significant criticisms regarding pricing or value received.
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1 of 1 New York City-based review is 5 stars

Less than $10,000 avg. project cost for Accounting services in New York City

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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Review Rating from Clients

4.8/5.0

Quality

4.8

Schedule

5.0

Cost

4.5

Willing to Refer

4.8

Clients in New York commend Imperial Advisory, CFOs, for delivering expert financial insights, including expense analysis and forecasting, within tight deadlines. Their experienced team provides reliable, high-quality services, demonstrating strong project management and responsiveness in complex financial projects.
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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 Accommodating
Clients have expressed a strong sentiment of accommodation regarding Accountants on Air, highlighting their flexibility in scheduling and responsiveness to client needs. One client noted, 'They do their best to accommodate my difficult schedule,' while another emphasized the team's ability to customize services to meet specific goals. Overall, feedback indicates that the firm is attentive and willing to adjust to client requirements, fostering a collaborative and supportive partnership.

Accounting Services for Dentist Clinic

5.0 Jan 2, 2022

Regular meetings are set using virtual tools like Zoom, and phone calls, emails, and texts. They stick to deadlines and do their best to accommodate my difficult schedule.
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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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Industry Experience

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

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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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What Clients Have Said
Clients have expressed strong satisfaction with Greyson Tax & Consulting's value for money, noting significant cost savings. One client reported saving approximately $30,000 in taxes due to their expertise, indicating that the services provided more than justify the costs. The timely communication and comprehensive support further enhance their perceived value, leading clients to recommend trusting the firm's guidance for optimal financial outcomes.
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Hoboken, NJ

221 River St 9th Fl
Hoboken, NJ 07030
2 - 5

614-662-4778

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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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Industry Experience

Burton & Co., CPAs has received positive feedback particularly from the IT Services sector, exemplified by their work with an SEO agency. Clients praise their technological fluency, attention to detail, and ability to simplify complex financial issues. Their strengths include effective bookkeeping, tax strategy, and financial modeling, significantly impacting cash flow and financial planning. Overall sentiment in the IT Services industry is highly favorable, making them a strong fit for businesses seeking comprehensive financial and advisory services.
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IT Services

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Burton & Co., CPAs as a cost-effective solution that delivers significant value. One CEO noted their ability to simplify complex financial scenarios while providing comprehensive services that extend beyond basic accounting. The firm's support led to substantial cost savings, such as optimizing payment processes projected to save $50,000 annually. Overall, clients feel that the firm offers a high return on investment through attentive service and strategic financial management.
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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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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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$3,200 Hire Junior Accountant at $20 / hr $4,000 Hire Accountant at $25 / hr $5,600 Hire Senior Accountant at $35 / hr

Hire An Accountant
Assistance in Prep. Of Financial Statements Bookkeeping for Accounts Payable Bookkeeping for Accounts Receivable Maintain Organized Financial Records Reconciliation of Bank Statement Reconciliation of Credit Card Flexible to suit your time zone Access to senior accountants and managers Less than 1 year experience
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Brooklyn-based Acgile received high praise for their accounting expertise, streamlining financial processes for Partners Coffee. They provided reliable, on-time deliverables and insightful guidance, fostering trust through clear communication and a genuine commitment to the client’s financial health.
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Book Tech

4.9 5 reviews

$1,000+

$50 - $99 / hr

50 - 249

Brooklyn, NY

Services provided

100% Accounting

Book Tech is an accounting services company specializing in bookkeeping and financial reporting, with expertise in Xero. Clients appreciate their professionalism, responsiveness, and ability to deliver timely financial insights, with roughly 90% positive feedback. However, there is room for improvement in tax filing services, as noted by some clients.

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Reviews mention Timely
Overall sentiment regarding timeliness is positive, with clients appreciating Book Tech's responsiveness and ability to meet deadlines. One client noted, 'Their responding is quite quick,' highlighting their efficiency in managing bookkeeping and cooperation with external parties. Additionally, the client praised the team's 'seriousness and urgency towards work,' reinforcing the perception of reliability in delivering services on time.

Xero Bookkeeping for Mobile Dog Grooming Company

5.0 Mar 13, 2026

They are pretty handy with managing our books, they also co-operate with our CPA & they just get back to my cpa whenever my CPA need them for any reports. They responsing is quite quick. What I appreciate about them is their seriousness and urgency towards work & they know our business innersight too.
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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of Book Tech highlight strong client satisfaction, particularly regarding their expertise in Xero bookkeeping and prompt communication. One client noted their 'seriousness and urgency towards work,' while another appreciated their ability to deliver timely reports and insights. Both clients emphasized the good value for cost, with successful outcomes reflected in updated financial records. Suggestions for improvement include expanding services to include tax filing.
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Industry Experience

Book Tech demonstrates expertise in eCommerce and Beauty industries, offering valuable bookkeeping services with a focus on Xero. Clients report successful outcomes, such as timely and accurate financial reporting and effective communication. Both industries express high satisfaction, highlighting the provider's professionalism, urgency, and ability to meet specific business needs. Potential clients in eCommerce and Beauty can expect strong support and expertise tailored to their operational requirements.
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Beauty

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1 of 1 New York City-based review is 5 stars

1 New York City-based review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost for Accounting services in New York City

New York City-based Accounting project highlight

Bookkeeping Services for Promotional Products Company
5.0 — Book Tech provides ongoing bookkeeping services for a promotional products company. The team is tasked with cleaning up the client's books and catching up on their bookkeeping work. Read more
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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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New York, NY

485 Lexington Avenue Floor 11
New York, NY 10017
301 - 400

212 572 5500

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Braj Aggarwal, CPA, P.C.

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

New York, 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 Accessible
Clients express high satisfaction with Braj Aggarwal, CPA, P.C. regarding accessibility. One reviewer noted the ease of communication, stating that interactions were smooth through phone, email, and in-person meetings, especially highlighting the firm's willingness to educate clients during discussions. The firm's smaller size facilitates direct contact with the owner, enhancing responsiveness. Overall, the sentiment is positive, with clients appreciating the firm's approachable nature and effective communication strategies.

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. Communication was informal for email and documents, and part of it was over the phone and in person. Usually, the majority of the audit will be in person; but it was only after COVID-19 that the scenario got changed more toward the virtual means.
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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

What Clients Have Said
Clients express a positive sentiment regarding the cost and value for money offered by Braj Aggarwal, CPA, P.C. One client noted their investment ranged from $50,000 to $200,000, and described the service as exceeding expectations, emphasizing the firm's timely and effective delivery. Another reviewer highlighted the firm's full-suite accounting services as excellent, indicating a perception of high value relative to cost. Overall, feedback suggests that clients find the firm’s pricing appropriate given the quality of service provided.
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New York, NY

146 W 29th St
New York, NY 10001
6 - 9

+17184264661

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Liv Data LLC

5.0 2 reviews

$25,000+

$300+ / hr

2 - 9

New York, NY

Services provided

20% Accounting

20% Finance & Accounting Outsourcing (FAO)

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Fractional CFO Services

Liv Data LLC is a strategic financial consulting firm that specializes in AI-powered finance automation and outsourced CFO support. With 100% positive feedback, clients praise their deep industry knowledge, disciplined project management, and impressive problem-solving capabilities. Liv Data LLC consistently delivers valuable operational improvements and aligns well with client company cultures.

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2 of 2 reviews are 5 stars

Unknown avg. project cost

Reviewed 2 times in the past 6 months
In the past six months, Liv Data LLC has received positive feedback for their consulting and financial management services. Clients highlighted their quick response times and deep understanding of industry-specific challenges. One client noted significant operational improvements leading to enhanced gross margins and EBITDA. Another praised their advisory capabilities, indicating successful go-to-market strategies for AI-powered finance automation. Overall, clients reported satisfaction with Liv Data LLC's disciplined project management and alignment with company values, with no significant areas for improvement identified.
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Industry Experience

Liv Data LLC has garnered positive feedback in the Financial Services and Information Technology sectors. In Financial Services, they excelled in providing tailored CFO support that improved operational efficiency and profitability. Their expertise was particularly valued for compliance and risk management. In Information Technology, they effectively guided AI product development for finance automation, enhancing operational workflows and go-to-market strategies. Overall, their strengths lie in strategic financial analysis and technology consulting, making them an excellent fit for clients in both industries.
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Information technology Financial services

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently express satisfaction with Liv Data LLC's pricing, noting it offers good value for the cost. A CEO highlighted their selection due to 'good value for cost' and 'high ratings.' Another client emphasized the significant operational improvements achieved through their services, directly impacting gross margins and EBITDA. Overall, feedback reflects a positive sentiment regarding the company's ability to deliver results that justify their pricing.
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APISCRAPY

5.0 3 reviews

$1,000+

< $25 / hr

50 - 249

New York, NY

Services provided

30% BI & Big Data Consulting & SI

10% Commercial Brokerage Services

10% Commercial Development +6 services

10% Commercial Property Management

10% Direct Marketing

10% Financial Advising & Planning

10% Media Planning & Buying

5% Fulfillment

5% Search Engine Optimization

APISCRAPY is a data scraping company that specializes in web, mobile app, and TV app data extraction, providing detailed analytical reports. Clients consistently praised their technical competency, proactive communication, and attention to detail, with 100% of reviews highlighting these aspects. While most feedback is positive, a suggestion for more frequent progress updates was noted.

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Reviews mention High-quality work
Clients have consistently praised ApiScrapy for delivering high-quality work, highlighting their excellent data quality and proactive communication. One reviewer noted the team's impressive technical competency and value for money, stating they provided 'quality deliverables' throughout the project. The overall sentiment reflects a strong satisfaction with the professionalism and maturity of ApiScrapy's team and processes, making them a reliable choice for data scraping projects.

Data Scrapping for IT Services Company

5.0 Feb 22, 2022

The team has provided quality deliverables and proactive communication and project management. Excellent technical competency - Value for money.
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Industry Experience

APISCRAPY has demonstrated significant expertise in the Logistics and Supply Chain industry, with clients praising their web and mobile data scraping capabilities. Feedback highlights their attention to detail, proactive communication, and ability to deliver accurate, comprehensive data. Overall sentiment is positive, reflecting strong project management and technical competency, making them a suitable provider for businesses in logistics and supply chain looking to enhance data-driven decision-making.
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Supply Chain, Logistics, and Transport Logistics & Supply Chain

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New York, NY

80 Broad St, 5th Floor PMB#1148, Manhattan, New York, NY
New York, NY 10004
76 - 100

+1-30235 14656

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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

North Bellmore clients commend ApiScrapy for their quality data scraping, dashboard tools, and excellent communication. Their experienced team efficiently handled large-scale projects, demonstrating technical competency and value for money in data extraction services.
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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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Industry Experience

OnChain Accounting has demonstrated strong expertise in the Advertising & Marketing industry, particularly in crypto bookkeeping for digital agencies. Client feedback highlights their strengths in financial clarity, compliance, and tailored advisory services, resulting in significant cost savings and enhanced profitability. Overall sentiment is highly positive, indicating their effective project management and proactive support. This provider is well-suited for companies in digital growth and marketing sectors seeking comprehensive financial management solutions.
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Advertising & marketing

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1 of 1 New York City-based review is 5 stars

$10,000 – $49,000 avg. project cost for Accounting services in New York City

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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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Roslyn clients commend OnChain Accounting for their expertise in crypto accounting, financial reporting, and compliance. Their proactive, technology-driven approach ensures timely, accurate results, helping digital agencies reduce costs, improve profitability, and navigate complex financial regulations efficiently.
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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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Industry Experience

Cogneesol has garnered positive feedback primarily in the Business Services and Financial Services sectors. Clients in Business Services commend their efficient data processing and flexibility, enhancing internal workflows. Meanwhile, in Financial Services, they are praised for their proactive communication and ability to streamline back office tasks, which improve client engagement. Overall, Cogneesol is recognized for its professionalism, responsiveness, and adaptability, making them a strong candidate for projects in these industries.
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Business services Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Cogneesol is praised for its cost-effectiveness and value for money, with clients noting the company's professional services at competitive rates. One client highlighted their selection of Cogneesol for offering the best combination of services that were both professional and cost-effective. Another client emphasized the proactive support provided by their dedicated team member, which contributed significantly to their workflow efficiency. Overall, feedback reflects a strong satisfaction with the balance of cost and quality in Cogneesol's offerings.
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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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Industry Experience

BestCFO has received positive feedback primarily from the financial services industry, where they demonstrated expertise in optimizing financial performance, enhancing cash flow, and ensuring compliance. Clients emphasized their strengths in delivering timely, comprehensive CFO services and providing clear financial reporting. The overall sentiment reflects satisfaction with their strategic guidance and cooperative project management, making them a suitable partner for organizations seeking robust financial advisory in this sector.
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Financial services

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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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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

New York City-based clients praise BestCFO for their expert financial advice, strategic CFO services, and process improvements for accounting firms. They delivered measurable results like a 20% increase in cash flow stability and streamlined reporting, with timely, cooperative project management and clear communication.
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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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Industry Experience

Portney & Company has garnered positive feedback primarily from clients in the Consumer Products industry, particularly those requiring financial accounting and tax preparation services. Their expertise has significantly reduced the emotional burden of tax management for clients, demonstrating strong organizational skills and effective communication. Overall sentiment reflects satisfaction with their ability to navigate complex tax situations, making them a suitable choice for businesses in similar sectors seeking reliable financial support.
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Consumer Products

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Portney & Company's pricing and perceived value. One client, a CEO of an art importing firm, highlighted their annual investment of $3,000 for comprehensive financial services, noting that the firm alleviated the stress of complex tax situations. The client's feedback emphasized the accuracy and reliability of Portney & Company's team, which has proven invaluable over their long-term partnership, indicating strong value for money and effective service delivery.
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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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Industry Experience

Baharestani & Ritt LLP demonstrates strong expertise in the Hospitality & Leisure industry, evidenced by long-term client relationships and comprehensive tax services. Clients commend their efficiency, detailed tax returns, and adherence to current tax laws, resulting in high satisfaction. Overall, the firm's proactive approach and depth of knowledge make them a beneficial partner for businesses within this sector.
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Hospitality & leisure

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently commend Baharestani & Ritt LLP for their exceptional value and cost-effectiveness. One long-term client noted their comprehensive and organized tax return services, emphasizing the firm's efficiency and adherence to current tax laws. The sentiment is overwhelmingly positive, with clients expressing satisfaction in the firm's ability to exceed expectations, indicating that the cost aligns well with the quality of service provided.
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1 of 1 New York City-based review is 5 stars

Less than $10,000 avg. project cost for Accounting services in New York City

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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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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Industry Experience

Lucky Tax Service (Yang Hyonjoo) has demonstrated strong expertise in the Consumer Products industry, specifically supporting businesses like daycare centers and e-commerce. Clients praise their comprehensive accounting, payroll, and financial planning services, highlighting their proactive approach in assisting during challenging periods, such as the pandemic. Overall sentiment is highly positive, with clients feeling valued and supported, particularly in understanding financial management and business growth. This expertise makes Lucky Tax a suitable choice for clients in consumer-oriented sectors seeking personalized accounting solutions.
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Consumer Products

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed high satisfaction with Lucky Tax Service's pricing, noting it as a significant value for money. One client highlighted a monthly fee of $150 for comprehensive services, including bookkeeping and tax preparation, which facilitated their business growth and financial understanding. The sentiment is overwhelmingly positive, with customers appreciating the personalized attention and proactive support, leading to impactful financial decisions and business expansion.
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1 of 1 New York City-based review is 5 stars

$10,000 – $49,000 avg. project cost for Accounting services in New York City

New York City-based 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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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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Industry Experience

Mazars USA has demonstrated expertise primarily in the Energy & Natural Resources sector, receiving positive feedback for their tax auditing and compliance services. Clients have noted their strong project management, effective communication, and the quality of their audit processes. Overall sentiment is favorable, indicating that Mazars USA is a reliable partner for companies in the energy sector seeking comprehensive financial services and support for tax-related challenges.
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Energy & natural resources

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Mazars USA as offering good value for money, with one finance manager noting a yearly investment of $3,000 for effective auditing and tax filing services. They highlighted the company's communicative and organized approach, expressing satisfaction with the results and the overall engagement. The client mentioned no negative feedback, indicating a strong sentiment regarding the cost-effectiveness of the services provided.
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sebCFO

5.0 4 reviews

Undisclosed

$100 - $149 / hr

2 - 9

New York, NY

Services provided

20% Accounting

40% Fractional CFO Services

20% Finance & Accounting Outsourcing (FAO) +1 service

20% Tax Law

sebCFO is a professional accounting services firm specializing in bookkeeping, financial analysis, and tax preparation. With a 100% positive feedback rate, clients commend their strategic insight and timely, accurate financial reporting. Reviewers highlight sebCFO’s expertise in financial advisory and management, with 75% noting their adaptability and strategic value in business growth and decision-making.

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Industry Experience

sebCFO has demonstrated expertise across multiple industries, including Advertising & Marketing, Hospitality & Leisure, Food & Beverage, and Healthcare. Clients commend their meticulous financial management, strategic insights, and effective communication, leading to improved business outcomes and confidence in decision-making. Overall sentiment is highly positive, with particular strengths noted in M&A finance, bookkeeping, and tailored growth strategies, making them well-suited for businesses seeking financial clarity and strategic advice in these sectors.
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Advertising & marketing Hospitality & leisure Food & Beverage Healthcare

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Average Project Cost Breakdown

Less than $10,000 (2) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently highlight sebCFO's competitive pricing and excellent value for money. One client noted that their pricing fit within budget while providing 'good value for cost.' Another emphasized that their services significantly improved financial clarity and allowed for better business growth decisions. Overall, the sentiment reflects satisfaction with the quality of service relative to the costs, indicating that clients feel they receive substantial benefits from their investment.
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Tampa, Florida (1) Manhattan, New York (1) New York City, New York (1) Queens, New York (1)

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3 of 3 New York City-based reviews are 5 stars

$200,000 – $999,999 avg. project cost for Accounting services in New York City

Accounting project highlight

Bookkeeping & Financial Advisory for Meal Prep Company
5.0 — sebCFO provides bookkeeping and financial advisory services for a meal prep company. They organize and analyze the client's financials to determine the best way to scale their business. Read more
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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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Industry Experience

Raich Ende Malter & Co. LLP has notable experience in the healthcare industry, particularly with mental health facilities, where they managed comprehensive accounting services. However, feedback indicates issues with communication, pricing transparency, and a lack of up-to-date knowledge on tax law. Their strengths lie in their professional presentation, but potential clients should be cautious about contract terms and billing practices. Overall, while their expertise in healthcare is evident, careful consideration is advised for prospective clients.
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Healthcare

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Average Project Cost Breakdown

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

What Clients Have Said
Client feedback on Raich Ende Malter & Co. LLP indicates a significant concern regarding cost and value for money. One client reported an initial price point that escalated unexpectedly, leading to a total investment of $85,000 without satisfactory service improvements. Communication about pricing was noted as poor, with increasing invoices and unfulfilled promises to reduce charges. Overall sentiment suggests that while the team is professional, their pricing practices and service value do not align with client expectations.
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Review Rating from Clients

3.0/5.0

Quality

4.0

Schedule

4.0

Cost

0.5

Willing to Refer

1.0

In Chatham, New Jersey, clients appreciate Raich Ende Malter & Co. LLP's full financial management for healthcare providers but criticize their billing practices and communication. The firm offers accounting, tax, and payroll services, though some clients seek more transparency and updated expertise.
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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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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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New York, NY

347 5th Ave #1402, New York, NY 10016
New York, NY 10016
2 - 5

646 205 8044

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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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Brooklyn, NY

300 Wyckoff Ave
Brooklyn, NY 11237
2 - 5

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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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New York, NY

Suite no- 1206-01, 12th Floor, 224 West 35th Street
New York, NY 10001
16 - 20

9402798313

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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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Industry Experience

ARK-LLP Accountant and Advisors has demonstrated expertise in the retail and real estate sectors, providing comprehensive accounting support that includes LLC formation and QuickBooks management. Clients appreciate their attention to detail, customer service, and competitive pricing. Overall, feedback indicates a strong positive sentiment, particularly regarding their personalized approach and reliability, making them a suitable partner for businesses in retail and property management.
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Retail

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Average Project Cost Breakdown

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

What Clients Have Said
Clients appreciate ARK-LLP Accountant and Advisors for their competitive pricing and value for money. One client noted that their services, including data entry and bookkeeping, have saved them significant costs compared to hiring an in-house accountant. They emphasize the firm's honesty and commitment to providing comprehensive guidance without overcharging. Overall, clients express satisfaction with the balance of cost and quality, highlighting the importance of evaluating their needs before engaging with ARK-LLP.
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1 of 1 New York City-based review is 5 stars

$10,000 – $49,000 avg. project cost for Accounting services in New York City

New York City-based 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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Review Rating from Clients

5.0/5.0

Quality

4.5

Schedule

4.5

Cost

5.0

Willing to Refer

5.0

NYC-based clients praise ARK-LLP for expert accounting, including bookkeeping, QuickBooks management, and guiding property and business finances. They value personalized service, honesty, and cost-effectiveness, with a focus on doing things the right way and maintaining strong client relationships.
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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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Industry Experience

Sidhom Accounting and Tax Consultants have demonstrated strong expertise in the real estate sector, providing comprehensive tax and accounting services to businesses with complex interconnections. Clients report satisfaction with their ability to manage substantial revenues and navigate intricate financial needs. The overall sentiment reflects a high level of trust and satisfaction, particularly for clients in rapidly growing industries such as real estate. Their proficiency in handling multifaceted accounting challenges makes them a suitable partner for similar businesses.
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Real estate

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Sidhom Accounting and Tax Consultants for their expertise and value, particularly in managing complex financial needs across multiple businesses. One client noted a $20,000–$30,000 investment, highlighting the firm's capacity to support significant growth and ensure compliance with tax obligations. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, although some clients mentioned potential delays during peak tax seasons as an area for improvement.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

In Bayonne, Sidhom Accounting is recognized for managing intricate financial needs across diverse industries, including real estate and media. Reviewers highlight their proficiency with high-revenue clients and their ability to navigate complex tax and accounting challenges effectively.
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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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New York, NY

445 Park Avenue
New York, NY 10022
2 - 5

(917) 909-6971

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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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Brooklyn, NY

1600 Ocean Pkwy,
Brooklyn, NY 11230
2 - 5

+1.860.938.6831

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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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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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New York, NY

1155 Avenue of the Americas Suite 1200
New York, NY 10036
76 - 100

212-867-4000

New York, NY

295 Madison Ave, Suite 1002, 10th floor
New York, NY 10017
41 - 49

6467983500

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