Top Financial Services Firms in New York City
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List of the Top New York City Financial Services Companies
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$50,000+$200 - $300 / hr10 - 49Serves New York City, NYServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
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 servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$25,000+Undisclosed250 - 999Serves New York City, NYServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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George Dimov, CPA
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Undisclosed$200 - $300 / hr10 - 49New York, NYServices provided
85% Accounting15% Tax LawSee all 36 projectsGeorge Dimov, CPA is an accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.
Industry Experience
George Dimov, CPA has demonstrated expertise across diverse industries including advertising & marketing, information technology, financial services, real estate, and other sectors. Clients commend their thoroughness, proactive communication, and ability to deliver tailored solutions. The general sentiment is highly positive, with businesses reporting improved financial clarity, timely tax filings, and effective bookkeeping. This provider is particularly well-suited for companies requiring reliable financial management and strategic tax planning.
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Real estate Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight the value for money offered by George Dimov, CPA, noting that their pricing fits budgets and provides good value. For instance, a finance director from Modeshift Inc emphasized that the services exceeded expectations and were well worth the cost. Similarly, an executive from Language Bear remarked on the competitive pricing and high-quality service. Overall, client sentiment indicates satisfaction with the cost-effectiveness and reliability of the services provided.Was this helpful?
4 of 5 New York City-based reviews are 5 stars$10,000 – $49,000 avg. project cost for Accounting services in New York CityRead Similar ReviewsAccounting project highlight
Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read moreWas this helpful?
Review Rating from Clients
4.9/5.0
Quality
4.8
Schedule
4.8
Cost
4.8
Willing to Refer
4.9
Reviewers in New York City emphasize George Dimov, CPA's proficiency in managing diverse tax needs with speed and precision. They appreciate his attentive approach, clear communication, and consistent delivery of accurate filings, showcasing his extensive experience serving NYC professionals and entrepreneurs.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
100% AccountingSee all 31 projects1-800Accountant 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.
Reviews mention Knowledgeable
Clients express strong sentiment regarding the knowledgeability of 1-800Accountant, highlighting their expertise in tax management as particularly impressive. One client noted, 'We’re very impressed with their expertise and knowledge of tax management,' underscoring the value they provide in addressing complex tax queries. Overall, the feedback reflects a high level of satisfaction with the team's knowledge and responsiveness, contributing to the client's ongoing partnership with the firm.-
Tax Management & Consultancy for Medical Dosimetry Provider
5.0 Jan 12, 2022We’re very impressed with their expertise and knowledge of tax management.
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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 & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive 1-800Accountant as offering good value for money, frequently highlighting the company's pricing as fitting their budgets. For instance, one client noted the 'good value for cost' and another emphasized their 'cost-effective solutions' and responsiveness. However, there are contrasting views, as one reviewer criticized the overall service quality despite the competitive pricing, indicating that value can vary significantly based on individual experiences.Was this helpful?
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This provider is fluent in 1 language:
- English
This provider is available in 1 time zone:
- Eastern Standard Time (EST)
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$25,000+Undisclosed2 - 9Brooklyn, NY
Services provided
60% Commercial Development30% Funding & Investment10% Financial Advising & PlanningSee all 1 projectsMortar Group is a real estate investment firm offering comprehensive investment services, as evidenced by their ability to deliver financial returns exceeding 25% over three years. All reviews reflect positive feedback, highlighting their excellent team and effective virtual communication, with 100% of reviewers praising their performance and indicating no areas for improvement.
1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews of Mortar Group highlight their strong performance in real estate investment, with one client noting over 25% financial returns within three years. Clients appreciate the professionalism and expertise of the team, emphasizing effective communication through virtual meetings. Overall sentiment is highly positive, with no reported areas for improvement, showcasing Mortar Group as a reliable partner in achieving financial goals.Was this helpful?
Industry Experience
The Mortar Group has demonstrated significant expertise in the financial services industry, particularly in enhancing real estate return performance. Clients report impressive financial returns exceeding 25% over three years, highlighting the provider's strong impact and project management capabilities. Feedback emphasizes the professionalism and competence of their team, suggesting they are a strong fit for financial organizations seeking growth support and operational resources.
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Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed high satisfaction with Mortar Group's cost-effectiveness, highlighting a return on investment exceeding 25% within three years. One client noted their choice of Mortar Group over competitors due to proximity and found their services to deliver significant value without any identified areas for improvement. Overall sentiment reflects that the company provides exceptional value for money, making it a compelling option for prospective buyers.Was this helpful?
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Undisclosed$50 - $99 / hr2 - 9New York, NY
Services provided
25% Accounting40% Finance & Accounting Outsourcing (FAO)35% Back Office OutsourcingSee all 2 projectsQuant 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.
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express high satisfaction with Quant Solutions' cost-effectiveness and value for money. One client noted that their investment ranged between $200,000 and $1,000,000 since 2016, highlighting the substantial return through efficient project management and financial oversight. Another client emphasized the company's flexibility and willingness to adapt to changing needs, demonstrating that the services provided were well worth the expense. Overall, feedback reflects a strong sentiment of trust and reliability in the company's pricing and service quality.Was this helpful?
More responsive than most other service providers
Get in TouchQuant Solutions is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$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 revView PackagesMonthly 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.Was this helpful?
1 of 1 New York City-based review is 5 stars$200,000 – $999,999 avg. project cost for Accounting services in New York CityRead Similar ReviewsNew York City-based Accounting project highlight
Accounting & Bookkeeping for Documentary Production Company
5.0 — Quant Solutions provides accounting and bookkeeping services for a documentary production company. The team is responsible for assisting the client in managing their projects' budgets and financial Read moreWas this helpful?
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UndisclosedUndisclosed10 - 49Lyndhurst, NJ
Services provided
15% Accounting30% Custom Software Development20% IT Managed Services +4 services15% Warehousing & Distribution10% UX/UI Design5% Product Design5% Web DesignSee all 1 projectsA 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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UndisclosedUndisclosed10 - 49Marlboro Township, NJ
Services provided
70% Accounting30% Fractional CFO ServicesJADDE Financial Solutions, LLC, an Accounting company, was established in 2004. They provides Accounting and Fractional CFO Services.
Read moreMore responsive than most other service providers
Get in TouchJADDE Financial Solutions, LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
34% Accounting33% Finance & Accounting Outsourcing (FAO)33% Fractional CFO ServicesSee all 8 projectsGraphite, 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.
Reviews mention Understands their clients' needs
Clients express a strong sentiment that Graphite demonstrates a profound understanding of their needs, particularly in the startup sector. One CEO highlighted their ability to effectively manage comprehensive accounting tasks, stating, "they understand startups and that’s super helpful." Additionally, the trust established allows clients to delegate responsibilities without micromanagement, reinforcing their competence in handling unique business requirements. Overall, feedback indicates a high level of satisfaction with Graphite's tailored approach and reliability.-
Accounting & Bookkeeping Services for Fintech Startup
5.0 Dec 4, 2020To be specific, they understand startups and that’s super helpful. They’re not just a general accountant that doesn’t understand our business — they get us and get things done.
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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 ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
4.7
Willing to Refer
5.0
NYC-based clients praise Graphite for their expertise in accounting, bookkeeping, and financial systems, handling complex projects like investor reporting and audit readiness. They highlight the team's reliability, timely delivery, and deep industry knowledge, making them a trusted partner for high-growth companies and startups alike.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
45% Funding & Investment35% Financial Consulting15% Financial Advising & Planning +1 service5% Other MarketingSee all 20 projectsleadforce.info is a lead generation and investor outreach firm specializing in connecting startups with investors and facilitating capital raising. Reviews indicate a mixed reception, with approximately 70% positive feedback highlighting their effective communication, timely delivery, and attention to detail, while 30% of reviewers express concerns about unmet expectations and deliverables. Overall, clients appreciate their structured approach and commitment to generating investor connections.
Reviews mention Puts the customer first
The overall sentiment from clients regarding leadforce.info highlights their customer-first approach. A client noted their 'proactive approach' and emphasized they felt genuinely cared for, stating the team wanted to understand their needs and provide value to investors. The company's commitment to collaboration and support in achieving capital raise objectives was also praised, with no areas for improvement identified. This reflects a strong dedication to client satisfaction and partnership.-
Funding & Investment Services for Drinks Company
5.0 Jul 23, 2025Yes - they went above and beyond, and were supportive in us building the investment pipeline. We were able to work in collaboration vs in silos. They felt like they really wanted to know what we were doing, and how we were providing investors with value vs just looking to work with anyone and everyone.
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0 of 1 reviews is 5 starsLess than $10,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews for leadforce.info indicate a negative sentiment, particularly regarding their lead generation services. A client from Novorise UK noted that the company promised to arrange investor meetings but failed to deliver, describing their performance as significantly underwhelming. While the company has been recognized for its connections with startups, the overall feedback emphasizes a lack of fulfillment of commitments and deliverables, leading to a strong recommendation against using their services.Was this helpful?
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 ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
50% Accounting50% Fractional CFO ServicesSee all 2 projectsDCG | CPA and Management Consulting Firm specializes in Accounting Services, offering expertise in Bookkeeping, Tax Preparation, Financial Analysis, and CFO roles. Reviews highlight their effective project management, with 100% of clients praising their timely delivery and comprehensive financial support. Clients commend DCG’s exceptional expertise and reliable 24/7 support, noting improved financial operations and compliance.
Reviews mention Timely
Clients consistently express satisfaction with DCG | CPA and Management Consulting Firm's timely delivery of services. One client highlighted that deliverables were completed on time and noted the firm's quick responsiveness to requests. They appreciated the continuous support provided by a team of experts, which ensured that financial operations were never stalled. Overall, the sentiment regarding timeliness is overwhelmingly positive, indicating that DCG meets or exceeds client expectations in this area.-
Accounting Services for Nonprofit Health Clinic
5.0 Aug 7, 2023Delivered on time and as expected. They respond very quickly to items and follow through on the deliverables.
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2 of 2 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting 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 moreWas this helpful?
Industry Experience
DCG | CPA and Management Consulting Firm has received positive feedback across various industries, particularly in Healthcare and Advertising & Marketing. Clients commend their expertise in financial management, including tax preparation and cash flow forecasting, highlighting their ability to streamline financial operations. In Healthcare, they facilitate comprehensive financial oversight for nonprofits, while in Advertising, they ensure compliance and effective financial modeling. Overall, the firm is recognized for its responsiveness, cultural fit, and impact on enhancing financial health.
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Healthcare Advertising & marketingWas this helpful?
See All Locations (6)New York, NY
379 West Broadway
New York, NY 100122 - 5
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$1,000+$100 - $149 / hr2 - 9New York, NY
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingSee all 11 projectsSpear 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.
Reviews mention Helpful
Clients express a highly positive sentiment towards Spear CPA CFP, highlighting their responsiveness, professionalism, and expertise in accounting. One client noted their remarkable ability to execute tasks correctly on the first try, saving significant time. Another praised their proactive communication, ensuring timely tax filings and comprehensive support in financial decision-making. Overall, customers emphasize the helpfulness of Spear CPA CFP, with many stating they would not consider switching to another provider due to their satisfaction with the services rendered.-
Accounting Services for Stone & Tile Company
5.0 Dec 20, 2022I am happy because they’re amazing to work with — they’re responsive, helpful, and professional. No, they are amazing, and I am satisfied with their work. Customers need to provide them with all the details available so they can do an amazing job.
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Accounting Services for Eyewear Manufacturing Company
5.0 Dec 13, 2022Spear CPA CFP’s project management goes above and beyond their line of duty, and they’re great at staying on top of their work. They provide us with realistic time frames, and they’re very accommodating to our needs. Moreover, they excel at explaining what our budget is and what we can do with it.
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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 & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express high satisfaction with Spear CPA CFP's cost-effectiveness and value for money. One client noted a significant return on their investment, stating, "whatever I’ve paid them has been worth the money." Another emphasized their ability to save clients money through strategic advice, leading to repeat business. Overall, feedback indicates that Spear CPA CFP delivers exceptional service relative to their pricing, with numerous clients recommending them for their responsiveness and professionalism.Was this helpful?
Review Rating from Clients
4.9/5.0
Quality
4.9
Schedule
5.0
Cost
4.8
Willing to Refer
5.0
New York City-based clients praise Spear CPA CFP for their comprehensive accounting, tax planning, and financial management across diverse industries, including real estate, consulting, and retail. Their responsive, detail-oriented team consistently delivers accurate, timely results, making complex projects smooth and highly satisfying for long-term partnerships.Read Local ReviewsWas this helpful?
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Undisclosed$200 - $300 / hr2 - 9Staten Island, NY
Services provided
75% Accounting20% Business Consulting5% Financial ConsultingSee all 3 projectsGoldenthal & 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.
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 servicesWas this helpful?
More responsive than most other service providers
Get in TouchGoldenthal & Suss Consulting PC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Brooklyn and Princeton clients commend Goldenthal & Suss for their comprehensive accounting, tax, and legal consulting. Their responsive team provides valuable guidance, timely deliverables, and effective solutions, earning trust in nonprofit and corporate sectors through professionalism and clear communication.Read Local ReviewsWas this helpful?
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$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Services provided
50% Insurance Services & Brokers14% HR Outsourcing13% HR Consulting +2 services13% PEO/Employee Leasing10% Financial Advising & PlanningSee all 1 projectsVantagePoint 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.
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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SoftwareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed2 - 9Valley Stream, NY
Services provided
80% Financial Advising & Planning10% Business Consulting10% Financial ConsultingSee all 2 projectsImperial 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.
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, 2023We're impressed with their professionalism, high-quality work, and extensive industry knowledge.
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Industry Experience
Imperial Advisory, CFOs has demonstrated expertise in the Chemicals & Biotechnology and Advertising & Marketing industries. Clients have praised their professionalism, responsiveness, and ability to meet tight deadlines. The firm excels in financial modeling, expense categorization, and providing valuable insights, establishing a strong positive sentiment in both sectors. Their extensive industry knowledge and high-quality work make them a compelling choice for businesses seeking financial advisory services.
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Chemicals & Biotechnology Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
1 of 1 New York City-based review is 5 starsLess than $10,000 avg. project cost for Accounting services in New York CityRead Similar ReviewsAccounting 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 moreWas this helpful?
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
80% Accounting20% Business ConsultingSee all 6 projectsAccountants on Air is a professional accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. Across client reviews, 100% highlight their timely and personalized service, efficiency, and excellent communication. Clients appreciate their tailored approach and ability to handle complex financial needs, with 75% mentioning their proficiency in tax and bookkeeping services.
Reviews mention Personable
The feedback regarding Accountants on Air highlights their personable approach, with clients appreciating the team's accessibility and attentiveness. One client noted, 'They answer every time I call' and emphasized their 'personalized approach' and trustworthiness, stating, 'We feel very comfortable with them.' Overall, the sentiment is overwhelmingly positive, with clients feeling valued and well-supported throughout their engagements.-
Accounting Services for Online Fashion Retail Company
4.0 Dec 20, 2021They have a personalized approach and are very trustworthy. We feel very comfortable with them; they give their full attention.
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3 of 4 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Streamline Bookkeeping & Tax Records for Healthcare Company
5.0 — Accountants on Air was hired to organize and streamline bookkeeping and tax records for a healthcare company. Read moreWas this helpful?
Industry Experience
Accountants on Air has demonstrated solid expertise across the Healthcare, Retail, and Media industries. In Healthcare, clients appreciate their accuracy, timely communication, and the ability to streamline financial processes, resulting in improved profitability and client satisfaction. Retail clients commend their personalized service and efficiency, while Media clients value their comprehensive financial management. Overall, the sentiment is positive, particularly in Healthcare and Retail, making Accountants on Air a robust choice for clients in these sectors.
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Media Retail HealthcareWas this helpful?
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$1,000+$100 - $149 / hr10 - 49Hoboken, NJ
Services provided
75% Accounting15% Business Consulting10% Financial ConsultingSee all 1 projectsGreyson 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.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
Industry Experience
Greyson Tax & Consulting has demonstrated expertise primarily in the real estate sector, providing significant support in tax structuring and bookkeeping. Clients have praised their timely communication and knowledge, noting substantial tax savings, such as $30,000 in one instance. Overall sentiment from the real estate industry indicates a high level of satisfaction, making Greyson Tax & Consulting a strong candidate for businesses seeking reliable tax and consulting services in this field.
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Real estateWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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Undisclosed$150 - $199 / hr10 - 49New York, NY
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsBurton & 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.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+$50 - $99 / hr50 - 249Brooklyn, NY
Services provided
100% AccountingSee all 9 projectsBook Tech is an accounting services company specializing in bookkeeping and financial reporting, offering solutions for QuickBooks and Xero users. The reviews indicate a 100% positive feedback rate, highlighting their budget-friendly pricing and efficient, timely service. Clients appreciate their responsiveness and professionalism, with 67% of reviewers mentioning their prompt and cooperative communication.
3 of 3 reviews are 5 stars3 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 3 Recent ReviewsReviewed 3 times in the past 6 months
In the past six months, clients have praised Book Tech for their prompt communication, professionalism, and effective bookkeeping solutions. One client noted their ability to quickly resolve historical bookkeeping issues, stating, "They delivered the QuickBooks cleanup work on time with a smooth & organized process." Another highlighted their responsiveness, saying, "Their urgency towards work is impressive." Overall sentiment remains positive, with clients appreciating their value for cost and effective management of financial records.Was this helpful?
Industry Experience
Book Tech has successfully catered to various industries, including Beauty, eCommerce, and Food & Beverage. Clients praised their expertise in Xero and QuickBooks, highlighting their prompt communication and urgency in addressing project needs. Across the Beauty sector, they provided reliable bookkeeping for a mobile grooming service, while in eCommerce, they facilitated clean financial records for a promotional products company. In the Food & Beverage industry, they improved bookkeeping systems for a coffee roaster, ensuring organized financial management. Overall sentiment is highly positive, showcasing their strengths in responsiveness and effective financial solutions.
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Beauty Food & BeverageWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Book Tech's competitive pricing and strong value for money, with feedback indicating that their services fit within budget constraints while delivering quality results. For instance, one client noted, 'Pricing fit our budget' and 'Good value for cost,' reflecting a positive sentiment towards the financial aspects of their collaboration. Overall, clients appreciate the balance between cost and quality, with many expressing satisfaction with the outcomes achieved within their investment.Was this helpful?
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$5,000+< $25 / hr50 - 249Brooklyn, NY
Services provided
50% Accounting20% Back Office Outsourcing20% Finance & Accounting Outsourcing (FAO) +2 services5% Recruiting5% StaffingSee all 6 projectsAcgile 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.
Reviews mention Communicative
Acgile has received positive feedback regarding their communication skills, with clients highlighting their excellent project management and timely delivery of tasks. One client noted their 'proactive communication and reliability,' which contributed to a smooth collaboration. Another client appreciated the consistent updates provided during the project, even in cases of minor delays. Overall, the sentiment reflects a strong emphasis on responsiveness and effective communication, establishing Acgile as a reliable partner.-
Back-Office Services for Wheel Distribution Company
5.0 Oct 7, 2024They demonstrated excellent project management throughout our collaboration. They consistently delivered all items on time, meeting deadlines without issue. Additionally, they were highly responsive to our needs, quickly addressing any concerns or changes that arose. Their proactive communication and reliability made the entire process smooth and efficient, ensuring that all tasks were completed as expected.
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Finance & Accounting Outsourcing for Coffee Company
5.0 Oct 4, 2024Everything was delivered on time. Communication was provided in case of delays which were tolerable and not severely delayed. Acgile genuine interest in our business performance. Most 3rd party accounting companies are out to make a quick dollar while servicing an exorbitant amount of clients.
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3 of 3 Accounting reviews are 5 stars3 new reviews for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 3 ReviewsAccounting PROJECT HIGHLIGHT
Back-Office Services for Wheel Distribution Company
5.0 — Acgile provides back-office services for a wheel distribution company. The team handles account reconciliation, financial preparations, procurement services, and financial data reporting and Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
In Brooklyn, clients commend Acgile for their accounting proficiency, including account reconciliation and process optimization. They value the company's timely delivery, clear communication, and dedication to improving financial performance, often exceeding expectations in remote project management.Read Local ReviewsWas this helpful?
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$10,000+$150 - $199 / hr1,000 - 9,999New York, NY
Services provided
30% Accounting40% CRM Consulting and SI20% Application Management & Support +1 service10% Business ConsultingSee all 4 projectsCrowe 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.
Reviews mention Great team
Clients consistently highlight Crowe LLP's exceptional team, noting their deep understanding of specific needs and ability to deliver tailored solutions. One client remarked on the 'fantastic relationship' and the vendor's capacity to translate requirements into effective outcomes. Another emphasized the team's collaborative approach, which fosters clear communication and avoids common project pitfalls. Overall, the sentiment reflects strong satisfaction with Crowe LLP's capabilities and commitment to client success.-
Media Device Manufacturer Microsoft CRM Integration
5.0 May 3, 2013Ryan and the team have been able to figure out how to get that to work in a way that isn’t a detriment to the product that we’re modifying or going after. The team then supplies solutions that are easily moldable down the road as well. It’s been great. We talk a lot of things out upfront. We hash out all the details and the needs, and then we get to work. It’s a cohesive sort of process.
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Industry Experience
Crowe LLP has demonstrated strong expertise in software, IT services, and business consulting. In the software sector, clients praised their proficiency in CRM solutions and custom applications, emphasizing high-quality outputs and responsive project management. The IT services sector highlighted their effective integration and development capabilities, particularly with Microsoft Dynamics. In business services, their partnership approach and understanding of non-profit operational needs received commendations. Overall, feedback reflects a consistently positive sentiment across these industries, indicating Crowe LLP's suitability for projects requiring tailored technological solutions.
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Software IT Services Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
80% Accounting10% Finance & Accounting Outsourcing (FAO)10% Financial Advising & PlanningSee all 2 projectsBraj 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.
Reviews mention Experienced
Clients have expressed high satisfaction with Braj Aggarwal, CPA, P.C., highlighting their expertise and effective communication. One client noted the firm's adherence to Generally Accepted Auditing Standards (GAAS) and appreciated the educational aspect of their audits. The firm’s approachable management style was praised for facilitating quicker responses compared to larger firms. Overall, clients recommend Braj Aggarwal for their professionalism and efficient audit processes, indicating a strong positive sentiment towards their services.-
Financial Auditing Services for Steel Manufacturing Company
5.0 Sep 20, 2021The audits were in compliance with the Generally Accepted Auditing Standards (GAAS), and we learned a lot from them as a client. They educated us when there was a difference of opinion, and their staff was courteous. Braj Aggarwal, CPA, P.C., is a good firm to have as an auditor.
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Financial Auditing Services for Steel Manufacturing Company
5.0 Sep 20, 2021With Braj Aggarwal, it was a very smooth process. We communicated through phone, email, and personal meetings. Braj Aggarwal documents many of these communications for their own processes.
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Financial Auditing Services for Steel Manufacturing Company
5.0 Sep 20, 2021We were impressed by their scale and hierarchy. The due diligence process within the organization was faster as well, compared to a Big Four, where there’s a separate due diligence cell.
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2 of 2 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Technology Company
5.0 — Braj Aggarwal, CPA, P.C has provided accounting services for a technology company. Read moreWas this helpful?
Industry Experience
Braj Aggarwal, CPA, P.C. demonstrates strong expertise in the IT Services and Manufacturing sectors. Clients in IT praised their full-suite accounting services and effective communication, highlighting timely support and exceeding expectations. In Manufacturing, their auditing capabilities were noted for compliance with standards and efficient processes, facilitating smooth audits. Overall, client sentiment is positive, particularly in the technology and manufacturing industries, making them a suitable choice for firms seeking responsive and knowledgeable accounting and auditing services.
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IT Services ManufacturingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+< $25 / hr50 - 249New York, NY
Services provided
30% BI & Big Data Consulting & SI10% Commercial Brokerage Services10% Commercial Development +6 services10% Commercial Property Management10% Direct Marketing10% Financial Advising & Planning10% Media Planning & Buying5% Fulfillment5% Search Engine OptimizationSee all 3 projectsAPISCRAPY 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.
Reviews mention Detail-oriented
Clients have consistently praised APISCRAPY for their exceptional attention to detail in data scraping projects. One client highlighted their 'unparalleled' ability to gather and organize complex data sets, resulting in accurate and comprehensive reports. The meticulous nature of their work contributed to significant improvements in logistics and supply chain operations. Overall, the sentiment regarding their detail-oriented approach is highly positive, with clients expressing satisfaction with the accuracy and relevance of the delivered data.-
Data Scraping & Market Research for Logistics Company
5.0 Oct 10, 2023The delivered data sets were accurate, comprehensive and delivered on time, resulting in a significant improvement in our logistics and supply chain operations. The measurable outcomes were notable and we were extremely satisfied with the outcome. Their attention to detail and ability to gather and organize complex data sets are unparalleled.
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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 ChainWas this helpful?
See All Locations (4)New York, NY
80 Broad St, 5th Floor PMB#1148, Manhattan, New York, NY
New York, NY 1000476 - 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
Reviewers in North Bellmore highlight ApiScrapy's strong technical skills in data scraping across multiple platforms, including real-time and scheduled delivery. Their mature team ensures excellent quality, reporting, and proactive communication, supporting business growth with reliable solutions.Read Local ReviewsWas this helpful?
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$1,000+$300+ / hr10 - 49Teaneck, NJ
Services provided
40% Accounting40% Digital Asset Management20% Fractional CFO ServicesSee all 2 projectsOnChain 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.
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 & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have praised OnChain Accounting for providing good value for money, with feedback highlighting that their pricing fits budgetary constraints while delivering high-quality services. One client noted the firm's ability to identify tax savings, resulting in a 15% reduction in annual tax liability, which significantly enhanced perceived value. Overall sentiment reflects satisfaction with the cost-effectiveness of their comprehensive accounting services, along with a strong alignment of company values.Was this helpful?
1 of 1 New York City-based review is 5 stars$10,000 – $49,000 avg. project cost for Accounting services in New York CityRead Similar ReviewsAccounting 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 moreWas this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Roslyn-based OnChain Accounting excels in crypto bookkeeping, financial reporting, and tax compliance for digital agencies. Clients praise their proactive, tech-savvy approach, timely delivery, and strategic insights, leading to cost savings, improved profitability, and enhanced financial clarity in complex, global projects.Read Local ReviewsWas this helpful?
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$25,000+$300+ / hr2 - 9New York, NY
Services provided
20% Accounting20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & Planning +2 services20% Financial Consulting20% Fractional CFO ServicesSee all 2 projectsLiv Data LLC is a consulting firm that specializes in providing strategic financial analysis, outsourced CFO support, and AI consulting services, particularly in the finance and accounting sectors. The feedback is overwhelmingly positive, with 100% of reviewers highlighting their impressive problem-solving abilities and deep understanding of client needs, resulting in significant operational improvements and effective project management.
2 of 2 reviews are 5 starsUnknown avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In the past six months, clients have praised Liv Data LLC for their exceptional consulting abilities and deep understanding of finance-related challenges. One client noted significant operational improvements leading to enhanced gross margins and EBITDA, while another highlighted their quick response times and problem-solving skills. Overall sentiment reflects high satisfaction, with clients emphasizing Liv Data's cultural fit and effective project management, identifying no areas for improvement.Was this helpful?
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 servicesWas this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
From New York, clients value Liv Data LLC's comprehensive financial and cybersecurity services, including AI-enabled automation and strategic financial analysis. They are recognized for their industry insight, problem-solving skills, and reliable communication, successfully managing complex projects for finance and tech companies.Read Local ReviewsWas this helpful?
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Undisclosed< $25 / hr250 - 999New York, NY
Services provided
10% Accounting30% Back Office Outsourcing30% Finance & Accounting Outsourcing (FAO) +2 services20% IT Managed Services10% Digital StrategySee all 2 projectsCogneesol 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.
Reviews mention Accommodating
Clients have expressed high levels of satisfaction with Cogneesol's accommodating nature, noting their flexibility in adapting to workflow changes and willingness to learn new tasks. One client highlighted their responsiveness and dedication to meeting project needs, even working during challenging time zones. Although some areas for improvement were mentioned regarding proactive communication, the overall sentiment reflects a positive experience with Cogneesol's accommodating approach to client requirements.-
BPO Data Processing Services for Child Care Consultancy
3.0 Feb 26, 2020They've always been willing to learn new things, and they've always been gracious/flexible if changes to the workflow have ever been necessary. 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.
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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 servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+< $25 / hr10 - 49new york, NY
Services provided
20% Accounting20% Business Consulting20% Financial Advising & Planning +2 services20% Financial Consulting20% Fractional CFO ServicesSee all 1 projectsBestCFO 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.
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 servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
NYC clients commend BestCFO for their comprehensive CFO solutions, including financial planning and risk minimization. They emphasize the team’s professionalism, timely execution, and ability to improve financial clarity, establishing them as a highly recommended financial consulting partner.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed10 - 49River Edge, NJ
Services provided
75% Accounting25% Business ConsultingSee all 1 projectsPortney & 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.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
50% Accounting50% Financial Advising & PlanningSee all 1 projectsBaharestani & 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.
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 & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
1 of 1 New York City-based review is 5 starsLess than $10,000 avg. project cost for Accounting services in New York CityRead Similar ReviewsAccounting 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 moreWas this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Montclair-based clients praise Baharestani & Ritt LLP for their comprehensive tax services, including federal and state returns, with over 20 years of experience. They are known for efficiency, adherence to recent laws, and detailed, organized work, making complex tax processes smooth and reliable.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed2 - 9Flushing, NY
Services provided
100% AccountingSee all 1 projectsLucky 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.
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 ProductsWas this helpful?
1 of 1 New York City-based review is 5 stars$10,000 – $49,000 avg. project cost for Accounting services in New York CityRead Similar ReviewsNew 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 moreWas this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
In NYC, Lucky Tax Service is valued for their expert handling of bookkeeping, tax prep, and business consulting. Reviewers appreciate their attentive, family-like approach, especially during pandemic-related financial challenges, and their ability to guide clients through business expansion and financial education.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
60% Accounting40% Business ConsultingSee all 1 projectsMazars 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.
0 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 resourcesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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Undisclosed$100 - $149 / hr2 - 9New York, NY
Services provided
20% Accounting40% Fractional CFO Services20% Finance & Accounting Outsourcing (FAO) +1 service20% Tax LawSee all 4 projectssebCFO 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.
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 HealthcareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
More responsive than most other service providers
Get in TouchsebCFO is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
3 of 3 New York City-based reviews are 5 stars$200,000 – $999,999 avg. project cost for Accounting services in New York CityRead Similar ReviewsAccounting 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 moreWas this helpful?
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
100% AccountingSee all 1 projectsRaich 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.
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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HealthcareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
Review Rating from Clients
3.0/5.0
Quality
4.0
Schedule
4.0
Cost
0.5
Willing to Refer
1.0
Local clients in Chatham commend Raich Ende Malter & Co. LLP for handling complex financial tasks for mental health clinics, including tax and payroll. Nonetheless, reviews point to challenges with billing clarity and service follow-through, suggesting potential improvements in communication and legal knowledge.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
25% Accounting25% Finance & Accounting Outsourcing (FAO)25% Financial Advising & Planning +2 services15% Funding & Investment10% Commercial FinancingEstablished 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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$5,000+$300+ / hr10 - 49New York, NY
Services provided
75% Accounting20% Business Consulting5% Finance & Accounting Outsourcing (FAO)Accounting company Akram | Assurance, Advisory & Tax Firm specializes in Accounting and Business Consulting. They were established in 2013.
Read moreSee All Locations (3)New York, NY
347 5th Ave #1402, New York, NY 10016
New York, NY 100162 - 5
646 205 8044
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$1,000+$25 - $49 / hr2 - 9New York, NY
Services provided
80% Accounting20% Business ConsultingWALLACE TAX AND ACCOUNTING is an Accounting company. Headquartered in New York, New York, the team provides Accounting and Business Consulting.
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Undisclosed$25 - $49 / hr2 - 9Brooklyn, NY
Services provided
50% Accounting50% 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.
Read moreSee All Locations (2)Brooklyn, NY
300 Wyckoff Ave
Brooklyn, NY 112372 - 5
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
25% Accounting50% HR Consulting25% IT Managed ServicesHR Consulting company Bernard Nickels & Associates is in New York, New York. They offer HR Consulting and Accounting.
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$1,000+< $25 / hr10 - 49New York, NY
Services provided
20% Accounting80% 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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$1,000+< $25 / hr250 - 999New York, NY
Services provided
30% Accounting20% Finance & Accounting Outsourcing (FAO)15% Back Office Outsourcing +4 services10% Corporate Training & Coaching10% Customer Service Outsourcing10% ERP Consulting and SI5% HR ConsultingHeadway 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).
Read moreSee All Locations (2)New York, NY
Suite no- 1206-01, 12th Floor, 224 West 35th Street
New York, NY 1000116 - 20
9402798313
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UndisclosedUndisclosed10 - 49Woodland Park, NJ
Services provided
10% Accounting60% Business Consulting10% Corporate Training & Coaching +2 services10% IT Strategy Consulting10% Logistics & Supply Chain ConsultingCertified 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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UndisclosedUndisclosed2 - 9New York, NY
Services provided
100% AccountingSee all 1 projectsARK-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.
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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RetailWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
1 of 1 New York City-based review is 5 stars$10,000 – $49,000 avg. project cost for Accounting services in New York CityRead Similar ReviewsNew 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 moreWas this helpful?
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UndisclosedUndisclosedFreelancerBayonne, NJ
Services provided
100% AccountingSee all 1 projectsSidhom 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.
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 estateWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
1 of 1 New York City-based review is 5 stars$10,000 – $49,000 avg. project cost for Accounting services in New York CityRead Similar ReviewsAccounting project highlight
Accounting Services for Real Estate Brokerage Company
5.0 — Sidhom Accounting and Tax Consultants perform tax and accounting services for a real estate brokerage firm's various businesses. Their scope of work evolves as the client continues to expand their Read moreWas this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
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.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
25% Accounting25% HR Consulting25% HR Outsourcing +1 service25% PEO/Employee LeasingAspen 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.
Read moreSee All Locations (10)New York, NY
445 Park Avenue
New York, NY 100222 - 5
(917) 909-6971
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$1,000+Undisclosed10 - 49New York, NY
Services provided
50% Accounting50% 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.
Read more -
$1,000+$25 - $49 / hr10 - 49Brooklyn, NY
Services provided
50% Accounting10% Business Consulting10% Finance & Accounting Outsourcing (FAO) +3 services10% Market Research10% Marketing Strategy10% Public RelationsAccounting company Accounting Heroes specializes in Accounting and Finance & Accounting Outsourcing (FAO). They were established in 2019.
Read moreSee All Locations (3)Brooklyn, NY
1600 Ocean Pkwy,
Brooklyn, NY 112302 - 5
+1.860.938.6831
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Undisclosed$200 - $300 / hr2 - 9New York, NY
Services provided
50% Accounting50% BlockchainMy Crypto CPA is a Blockchain and Accounting company launched in 2021. Their services include Blockchain and Accounting.
Read more -
$1,000+$100 - $149 / hr1,000 - 9,999New York, NY
Services provided
100% AccountingMarcum 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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$1,000+< $25 / hr250 - 999New York, NY
Services provided
55% Accounting25% Financial Advising & Planning20% Finance & Accounting Outsourcing (FAO)Accounting enterprise software services is a midsize Accounting company located in New York, New York. The team focuses on Accounting and Financial Advising & Planning.
Read more -
$1,000+$25 - $49 / hr2 - 9Brooklyn, NY
Services provided
100% AccountingAgro Accounting CPA is a small Accounting company. They specialize in Accounting and were launched in 2009.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
100% AccountingPeak Reliance LP is an Accounting company. Their small team is headquartered in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
80% Accounting20% Business ConsultingAnchin is an Accounting company. The agency is in New York, New York. Their team provides Accounting and Business Consulting.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
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List of the Top 15 New York City Financial Services Companies
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.1/40.016.6/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.1/40.016/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
25.7/40.016.4/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr2 - 9New York, NY
Ability to deliver
24.4/40.016.2/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$200 - $300 / hr2 - 9Staten Island, NY
Ability to deliver
23.6/40.016.4/20 Reviews1.4/10 Clients & Experience5.8/10 Market PresenceService focus
75% Accounting25% Other -
$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.6/40.016.2/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
10% Financial Advising & Planning50% Insurance Services & Brokers40% Other -
$25,000+Undisclosed2 - 9Brooklyn, NY
Ability to deliver
23.5/40.017/20 Reviews0.3/10 Clients & Experience6.2/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$50 - $99 / hr2 - 9New York, NY
Ability to deliver
23.5/40.017/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed2 - 9Valley Stream, NY
Ability to deliver
23.2/40.015.6/20 Reviews2/10 Clients & Experience5.6/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
22.9/40.015.6/20 Reviews2.7/10 Clients & Experience4.6/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr10 - 49Hoboken, NJ
Ability to deliver
22.7/40.016.2/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
75% Accounting25% Other -
Undisclosed$150 - $199 / hr10 - 49New York, NY
Ability to deliver
22.6/40.016.2/20 Reviews1/10 Clients & Experience5.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr50 - 249Brooklyn, NY
Ability to deliver
22.4/40.017.4/20 Reviews0/10 Clients & Experience5/10 Market PresenceService focus
100% Accounting -
$5,000+< $25 / hr50 - 249Brooklyn, NY
Ability to deliver
22.4/40.017.2/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
22.1/40.016.2/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
21.6/40.016.2/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
80% Accounting10% Financial Advising & Planning10% Other -
$1,000+< $25 / hr50 - 249New York, NY
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+$300+ / hr10 - 49Teaneck, NJ
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
40% Accounting60% Other -
$25,000+$300+ / hr2 - 9New York, NY
Ability to deliver
21/40.017/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
Undisclosed< $25 / hr250 - 999New York, NY
Ability to deliver
20.8/40.013/20 Reviews1.3/10 Clients & Experience6.4/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr10 - 49new york, NY
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed10 - 49River Edge, NJ
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed2 - 9New York, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Flushing, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
60% Accounting40% Other -
Undisclosed$100 - $149 / hr2 - 9New York, NY
Ability to deliver
27.7/40.017.6/20 Reviews5.1/10 Clients & Experience5/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
8.6/40.00/20 Reviews1.8/10 Clients & Experience6.9/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning50% Other
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