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Top Financial Services Firms in New York City

Ratings Updated: June 21, 2026

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves New York City, NY

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency 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.

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Reviews mention Great project management
Clients consistently commend CSTMR for their exceptional project management capabilities. One client noted that CSTMR's project management is 'on point,' facilitating seamless tracking of ongoing projects and next steps. They highlighted the team's ability to optimize advertising strategies effectively, contributing to lower customer acquisition costs and achieving year-end goals. Overall, the sentiment reflects a high level of satisfaction with CSTMR's organized and efficient management approach.

Website & CRM for Public Risk Pool

5.0 Apr 24, 2019

They’ve executed very well. We have regular communication and weekly Zoom meetings to coordinate, answer questions, and get updates. Basecamp allows us to share documents and monitor daily tasks.
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Digital & Content Marketing for Money Transfer Platform

5.0 Jan 20, 2021

CSTMR has a talented team of individuals that are highly skilled in their areas of expertise. Their project management is on point! They make it easy for us as a client to keep a track of all the ongoing projects and next steps.
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Industry Experience

CSTMR has demonstrated expertise primarily in the financial services sector, receiving positive feedback for their branding, digital marketing, and content strategies. Clients from this industry noted significant improvements in brand awareness, customer acquisition, and website traffic. Additionally, CSTMR showcases flexibility and a collaborative approach in other sectors, such as risk management. Overall, sentiment is highly favorable across all industries, with clients highlighting CSTMR’s deep industry knowledge, responsiveness, and commitment to partnership.
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Other Industry Other industries Financial services

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More responsive than most other service providers

CSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

This provider is fluent in 2 languages:

English

Spanish

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves New York City, NY

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

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

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

4.9 36 reviews

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Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

New York, NY

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting firm specializing in 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.

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1 of 1 reviews is 5 stars

1 new review for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, clients have praised George Dimov, CPA for their reliable tax and payroll services, highlighting their proactive approach to problem-solving. One client noted significant tax savings due to strategic advice, while another emphasized timely project delivery and effective communication. Some feedback mentioned that communication may require multiple attempts, but issues are ultimately resolved. Overall, sentiment remains positive, with clients appreciating the firm's expertise and support.
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Average Project Cost Breakdown

Less than $10,000 (6) $10,000 to $49,000 (6) $50,000 to $199,999 (3)

What Clients Have Said
Clients consistently highlight George Dimov, CPA's competitive pricing and excellent value for money. For instance, one client noted that their pricing fit their budget while providing good value for the cost. Another client emphasized the significant tax savings achieved through strategic planning, stating they saved over $100,000 annually. Overall, the sentiment is overwhelmingly positive, with clients appreciating both the affordability and the high quality of service provided.
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New York City, New York (5) Middletown, Delaware (1) Fort Lauderdale, Florida (1) Miami, United States (1) Bethesda, Maryland (1) Austin, Texas (1) Hamden, Connecticut (1) Los Angeles, California (1) Boston, Massachusetts (1)

This provider is fluent in 12 languages:

English

Mandarin

Spanish

Arabic

Hindi

Russian

Korean

Turkish

Vietnamese

Urdu

Ukrainian

Cantonese

This provider is available in 4 time zones:

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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

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

Accounting project highlight

Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read more
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1-800Accountant

4.5 31 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

100% Accounting

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

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Reviews mention Communicative
Clients have consistently praised 1-800Accountant for their exceptional communication skills. One client noted their 'great communication' and availability for guidance without additional costs, highlighting their responsiveness to queries. The firm's ability to maintain accountability and adhere to budgets and schedules further reinforces this sentiment. Overall, the feedback reflects a strong appreciation for the company's communicative approach, contributing significantly to client satisfaction.

Tax Management & Consultancy for Medical Dosimetry Provider

5.0 Jan 12, 2022

Their communication is great and they’re always available to provide us with guidance at no additional costs. They’re also consistent in sticking to our budget and schedule, and they hold themselves accountable for everything that they do. We typically communicate through phone calls and the messaging board on their accounting software.
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Industry Experience

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

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More responsive than most other service providers

1-800Accountant is very responsive
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$209 Best for businesses that need essential year-round $249 Tax prep, strategy, and bookkeeping tools. $419 Full-service bookkeeping plus Core Accounting.

Business Accounting Package
Flat-rate accounting packages for small businesses, freelancers, and entrepreneurs. From year-round tax advisory to full-service bookkeeping and tax preparation, we have a plan for every stage of business. No hourly fees, no surprises.
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Mortar Group

5.0 1 review
Verified

$25,000+

Undisclosed

2 - 9

Brooklyn, NY

Services provided

60% Commercial Development

30% Funding & Investment

10% Financial Advising & Planning

Mortar 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.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, Mortar Group has received positive feedback, particularly for their effective management of real estate investments, resulting in over 25% financial returns within three years. Clients appreciate their strong communication, primarily through virtual meetings, and commend the professionalism of their team. One client noted, 'Mortar Group’s people are great,' while another found no areas for improvement, indicating a high level of satisfaction with their services.
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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 services

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Average Project Cost Breakdown

What 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.
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Quant Solutions

5.0 2 reviews
Verified

Undisclosed

$50 - $99 / hr

2 - 9

New York, NY

Services provided

25% Accounting

40% Finance & Accounting Outsourcing (FAO)

35% Back Office Outsourcing

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

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Industry Experience

Quant Solutions has demonstrated strong expertise in the eCommerce and Media industries, receiving positive feedback for their meticulous bookkeeping and financial strategizing. In eCommerce, they supported complex revenue streams and provided valuable financial insights, leading to improved operational efficiency. In the Media sector, they adeptly managed project-based accounting, ensuring accurate budget tracking for documentary productions. Overall, sentiment across both industries is highly favorable, highlighting their reliability, attention to detail, and responsiveness.
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Media

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

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

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

4.8

Willing to Refer

5.0

Reviewers in New York highlight Quant Solutions' proficiency in managing diverse financial needs, from nonprofit-style accounting to business growth strategies. Their flexible, responsive approach and deep industry understanding help media and e-commerce clients maintain clean books and make informed decisions.
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Willowcommerce.ai

5.0 1 review
Verified

Undisclosed

Undisclosed

10 - 49

Lyndhurst, NJ

Services provided

15% Accounting

30% Custom Software Development

20% IT Managed Services +4 services

15% Warehousing & Distribution

10% UX/UI Design

5% Product Design

5% Web Design

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

Not yet reviewed
Verified

Undisclosed

Undisclosed

10 - 49

Marlboro Township, NJ

Services provided

70% Accounting

30% Fractional CFO Services

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

JADDE Financial Solutions, LLC is very responsive
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leadforce.info

4.6 21 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

45% Funding & Investment

35% Financial Consulting

15% Financial Advising & Planning +1 service

5% Other Marketing

leadforce.info is a lead generation and investor outreach company that excels in connecting clients with investors and enhancing brand awareness. Reviews reveal a mixed reception, with approximately 67% highlighting their effective project management and successful investor connections, while 33% indicate underdelivery on promises. Many clients appreciate their detailed reports, proactive support, and timely delivery, with particular praise for their high ratings and cost-effective services.

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Reviews mention Accommodating
Leadforce.info has received positive feedback regarding their accommodating nature. A client noted their adaptability to needs and responsiveness when adjustments were necessary, highlighting their timely deliveries and resourcefulness. The COO of Holodia emphasized that there were no areas for improvement, reflecting overall satisfaction with Leadforce's ability to meet client requirements effectively.

SMM for VR Fitness Platform

5.0 May 3, 2023

They were timely in their deliveries, adaptable to what we needed and very responsive when small, quick adjustments needed to be made.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of leadforce.info reflect a highly positive sentiment, particularly regarding their efficiency in sourcing investor leads. A client from Ranking Copilot highlighted their success in securing £250,000 GBP in funding through leads provided by leadforce.info. The project management was described as excellent, with timely delivery and effective communication. Clients appreciate their responsiveness and support, with no noted areas for improvement.
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Industry Experience

Leadforce.info has demonstrated expertise across various industries, particularly in Food & Beverage, where clients praised their capital-raising capabilities and tailored investor outreach. In the Supply Chain and Logistics sector, feedback highlighted underperformance in deliverables. Overall, sentiment in Food & Beverage and Business Services is positive, noting strong communication and project management, while critiques from the Supply Chain sector indicate a need for improvement. Potential clients in Food & Beverage and Business Services may find Leadforce.info to be a strong match.
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Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics eCommerce Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Consumer Products Healthcare Manufacturing IT Services Information technology

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United States (10) England (4) Sweden (1) Switzerland (1)

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DCG | CPA and Management Consulting Firm

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

50% Accounting

50% Fractional CFO Services

DCG | CPA and Management Consulting Firm specializes in Accounting Services, offering expertise in Bookkeeping, Tax Preparation, Financial Analysis, and CFO roles. Reviews highlight their effective project management, with 100% of clients praising their timely delivery and comprehensive financial support. Clients commend DCG’s exceptional expertise and reliable 24/7 support, noting improved financial operations and compliance.

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

Accounting Services for Nonprofit Health Clinic

5.0 Aug 7, 2023

What is so great about DCG is it is 24/7, and the support is always there. Their team has a handful of experts whose skills translate in many areas of accounting and finance.
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2 of 2 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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New York, NY

379 West Broadway
New York, NY 10012
2 - 5

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Spear CPA CFP

5.0 11 reviews

$1,000+

$100 - $149 / hr

2 - 9

New York, NY

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

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

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Reviews mention Well-organized projects
Clients have praised Spear CPA CFP for their well-organized project management and consistent accessibility. One client noted, 'They’re very organized, and they’re super accessible over the phone, through Zoom, and face-to-face,' highlighting their ability to keep projects on track. The long-term client relationship reflects a high level of satisfaction, with the client emphasizing the importance of having someone reliable oversee financial aspects, allowing them to focus on other business operations.

Accounting & Financial Services for Marketing Agency

5.0 Dec 8, 2020

They’re very organized, and they’re super accessible over the phone, through Zoom, and face-to-face. I rely on them to keep things moving forward, and they always keep everything on track. The quarterly filings are always completed, as is everything else that needs to be done.
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Industry Experience

Spear CPA CFP has garnered positive feedback across various industries, including Manufacturing, Legal, Financial Services, Business Services, and Advertising & Marketing. Clients commend their expertise in tax planning, bookkeeping, and financial consulting, with particular praise for their responsiveness and professionalism. The overall sentiment is overwhelmingly favorable, with clients noting significant improvements in financial management and compliance, particularly during challenging periods like the pandemic. Potential clients in these sectors may find Spear CPA CFP to be a strong partner for their accounting needs.
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Business services Financial services Manufacturing Consumer Products Legal Advertising & marketing Construction

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New York City, New York (7) Brooklyn, New York (1) Kingston, New York (1) Mount Vernon, New York (1) Rochester, New York (1)

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Review Rating from Clients

4.9/5.0

Quality

4.9

Schedule

5.0

Cost

4.8

Willing to Refer

5.0

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

5.0 3 reviews

Undisclosed

$200 - $300 / hr

2 - 9

Staten Island, NY

Services provided

75% Accounting

20% Business Consulting

5% Financial Consulting

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

Goldenthal & Suss Consulting PC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Wilton, Connecticut (1) Princeton, New Jersey (1) Brooklyn, New York (1)

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VantagePoint Benefit Administrators

5.0 1 review

$5,000+

$200 - $300 / hr

10 - 49

Lynbrook, NY

Services provided

50% Insurance Services & Brokers

14% HR Outsourcing

13% HR Consulting +2 services

13% PEO/Employee Leasing

10% Financial Advising & Planning

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

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

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Services provided

80% Financial Advising & Planning

10% Business Consulting

10% Financial Consulting

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

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

Business Consulting for Executive Search Firm

4.5 Oct 14, 2023

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

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

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

Accounting project highlight

Financial Consultation for Marketing Agency
5.0 — A marketing agency collaborated with Imperial Advisory, CFOs for financial consultations. The client needed an outside perspective for their financial items. Read more
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Review Rating from Clients

4.8/5.0

Quality

4.8

Schedule

5.0

Cost

4.5

Willing to Refer

4.8

New York-based clients praise Imperial Advisory, CFOs, for their professionalism, industry expertise, and timely delivery of financial modeling and forecasting solutions. They handle complex projects like expense categorization and P&L development, consistently exceeding expectations with high-quality work and responsive communication.
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Accountants on Air

4.8 6 reviews

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

80% Accounting

20% Business Consulting

Accountants on Air is a professional accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. Across client reviews, 100% highlight their timely and personalized service, efficiency, and excellent communication. Clients appreciate their tailored approach and ability to handle complex financial needs, with 75% mentioning their proficiency in tax and bookkeeping services.

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Reviews mention Accommodating
Clients have expressed a strong sentiment of accommodation regarding Accountants on Air, highlighting their flexibility in scheduling and responsiveness to client needs. One client noted, 'They do their best to accommodate my difficult schedule,' while another emphasized the team's ability to customize services to meet specific goals. Overall, feedback indicates that the firm is attentive and willing to adjust to client requirements, fostering a collaborative and supportive partnership.

Accounting Services for Dentist Clinic

5.0 Jan 2, 2022

Regular meetings are set using virtual tools like Zoom, and phone calls, emails, and texts. They stick to deadlines and do their best to accommodate my difficult schedule.
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3 of 4 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Streamline Bookkeeping & Tax Records for Healthcare Company
5.0 — Accountants on Air was hired to organize and streamline bookkeeping and tax records for a healthcare company. Read more
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Average Project Cost Breakdown

Less than $10,000 (2) $10,000 to $49,000 (1)

What Clients Have Said
Clients consistently highlight Accountants on Air's competitive pricing and exceptional value for money. One client noted that their choice was driven by the company's pricing fitting their budget, describing it as 'good value for cost.' Another client mentioned an annual investment of $900 for high-quality, efficient service, while another reported spending $2,800 annually for excellent financial oversight. Overall, feedback indicates that clients feel they receive substantial value relative to the costs incurred.
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Raleigh, North Carolina (1) Los Angeles, California (1) Alexandria, Virginia (1) Stonington, Connecticut (1)

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Greyson Tax & Consulting

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Hoboken, NJ

Services provided

75% Accounting

15% Business Consulting

10% Financial Consulting

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

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1 of 1 Accounting reviews are 5 stars

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Bookeeping for Real Estate Office
5.0 — Greyson Tax Consulting provided personal and business tax filing, company registration restructuring, and QuickBooks bookkeeping services to the owner of a franchised real estate company. Read more
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Industry Experience

Greyson Tax Consulting has demonstrated expertise primarily in the real estate industry, providing comprehensive tax and bookkeeping services that streamline financial processes and enhance business performance. Clients have reported significant financial savings, notably around $30,000 in taxes, due to their effective strategies and timely communication. The positive sentiment reflects their ability to support growth in real estate operations, making them a suitable partner for businesses seeking reliable financial consulting.
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Real estate

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Average Project Cost Breakdown

What Clients Have Said
Clients have consistently praised Greyson Tax Consulting for their exceptional value for money, with one client reporting a savings of $30,000 in taxes, showcasing a significant return on investment. The firm's ability to manage complex financial tasks efficiently and provide timely communication further enhances their perceived value. Overall, clients feel that the cost of services is justified by the substantial financial benefits received, leading to a high level of satisfaction.
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Book Tech

4.9 9 reviews

$1,000+

$50 - $99 / hr

50 - 249

Brooklyn, NY

Services provided

100% Accounting

Book Tech is an accounting services company specializing in bookkeeping and financial reporting, 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.

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3 of 3 reviews are 5 stars

3 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 3 times in the past 6 months
Recent reviews for Book Tech highlight their exceptional bookkeeping services, particularly in QuickBooks and Xero. Clients praised their prompt communication and timely project delivery, noting significant improvements in financial management and organization. One client emphasized the ease of interaction and quick responses, while another appreciated their urgency and seriousness towards work. Overall, sentiment is overwhelmingly positive, with no major areas for improvement identified.
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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 & Beverage

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View projects from:

Homewood, Alabama (1) New York City, New York (1) Palm Beach, Florida (1)

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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

In New York City, Book Tech excels in bookkeeping, providing precise, on-time financial reports for e-commerce clients. Reviewers commend their expertise, urgency, and effective communication, establishing them as a dependable provider for local businesses seeking financial clarity and support.
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Burton & Co., CPAs

5.0 1 review

Undisclosed

$150 - $199 / hr

10 - 49

New York, NY

Services provided

80% Accounting

20% Business Consulting

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

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

5.0 6 reviews

$5,000+

< $25 / hr

50 - 249

Brooklyn, NY

Services provided

50% Accounting

20% Back Office Outsourcing

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

5% Recruiting

5% Staffing

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

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3 of 3 Accounting reviews are 5 stars

3 new reviews for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Back-Office Services for Wheel Distribution Company
5.0 — Acgile provides back-office services for a wheel distribution company. The team handles account reconciliation, financial preparations, procurement services, and financial data reporting and Read more
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Chicago, Illinois (1) Danville, Illinois (1) Detroit, Michigan (1) Saint Paul, Minnesota (1) Brooklyn, New York (1) Beverly Hills, California (1)

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$3,200 Hire Junior Accountant at $20 / hr $4,000 Hire Accountant at $25 / hr $5,600 Hire Senior Accountant at $35 / hr

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

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Brooklyn clients value Acgile’s exceptional accounting support, including account reconciliation and strategic guidance. They emphasize the company's reliability, effective communication, and dedication to client success, reflecting their strong expertise in financial management for small to medium enterprises.
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Crowe LLP

5.0 4 reviews

$10,000+

$150 - $199 / hr

1,000 - 9,999

New York, NY

Services provided

30% Accounting

40% CRM Consulting and SI

20% Application Management & Support +1 service

10% Business Consulting

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

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Reviews mention High-quality work
Clients consistently highlight the high-quality work delivered by Crowe Horwath, noting their exceptional understanding of business needs and commitment to delivering effective solutions. One client remarked, 'They deliver a good product' and emphasized that they prefer to take a few extra days to ensure quality rather than rush a project. The attention to detail and deep technical expertise are frequently praised, with minimal defects reported, reinforcing their reputation as reliable solution providers.

CRM Development and Consulting For Computer Software Firm

5.0 Sep 2, 2015

I think the quality of the product that they deliver is very high. Because they focus on one product, they usually do it very well the first time around. It's rare that we find glitches or any kind of defects in their work.
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Industry Experience

Crowe Horwath has received positive feedback across various industries, notably in business services, software, and other sectors. Clients commend their expertise in Microsoft Dynamics CRM, emphasizing their strong customization capabilities and effective project management. The overall sentiment highlights their focus on understanding business needs, delivering high-quality solutions, and maintaining excellent communication. This provider is particularly well-suited for organizations seeking tailored CRM implementations and technical development within sectors that value integration with Microsoft products.
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IT Services Business services Software

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Average Project Cost Breakdown

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

What Clients Have Said
Overall, clients express strong satisfaction with Crowe Horwath's cost-effectiveness and value for money. One client noted their projects typically range from $25,000 to $30,000, emphasizing successful outcomes without needing extensive revisions. Another highlighted the company's ability to deliver high-quality solutions on time, stating they prefer to take extra time to ensure excellence rather than rush. The sentiment across reviews reflects a consistent appreciation for the company's expertise and responsiveness, reinforcing their reputation as a reliable partner.
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New York, NY

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

212 572 5500

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Braj Aggarwal, CPA, P.C.

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

80% Accounting

10% Finance & Accounting Outsourcing (FAO)

10% Financial Advising & Planning

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

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Reviews mention Exceeds expectations
Clients consistently report that Braj Aggarwal, CPA, P.C. exceeds expectations in their accounting services. Notably, a technology company COO highlighted their excellent, full-suite services delivered promptly and effectively, facilitated by dedicated account managers and support staff. The overall sentiment reflects a high level of satisfaction, with clients expressing confidence in their ability to meet and surpass project goals without any noted areas for improvement.

Accounting Services for Technology Company

5.0 Feb 25, 2022

Braj Aggarwal, CPA, P.C.'s services exceeded expectations. They have dedicated account managers with support staff that provided timely and effective services. Excellent, full-suite accounting services provided in a timely manner.
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2 of 2 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Technology Company
5.0 — Braj Aggarwal, CPA, P.C has provided accounting services for a technology company. Read more
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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 Manufacturing

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New York, NY

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

+17184264661

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APISCRAPY

5.0 3 reviews

$1,000+

< $25 / hr

50 - 249

New York, NY

Services provided

30% BI & Big Data Consulting & SI

10% Commercial Brokerage Services

10% Commercial Development +6 services

10% Commercial Property Management

10% Direct Marketing

10% Financial Advising & Planning

10% Media Planning & Buying

5% Fulfillment

5% Search Engine Optimization

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

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Reviews mention Communicative
Clients have consistently praised APISCRAPY for their proactive communication and effective project management. One client noted their 'pro-active communication' and 'well matured professional team,' highlighting the importance of timely updates. Another client suggested more frequent progress updates for better alignment with project management needs, indicating a desire for enhanced communication. Overall, the sentiment regarding APISCRAPY's communicative approach is highly positive, emphasizing their responsiveness and attention to client needs.

Data Scraping & Market Research for Logistics Company

5.0 Oct 10, 2023

Effective project management for our data scrapping with pro-active communication. The primary forms of communication with APISCRAPY were virtual meetings and email or messaging apps. Only suggestion for improvement would be to provide more frequent progress updates to better align with our project management needs.
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Data Scrapping for IT Services Company

5.0 Feb 22, 2022

Excellent quality data Pro-active communication Dashboard and reporting. The team has provided quality deliverables and proactive communication and project management. Team is growing as our business expansion.
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Industry Experience

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

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Average Project Cost Breakdown

$50,000 to $199,999 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients have consistently noted that APISCRAPY offers excellent value for money, with one reviewer highlighting their "excellent quality data" and "proactive communication" as significant advantages. The Chief Operating Officer of ArcBest emphasized their satisfaction with the comprehensive deliverables and timely execution, suggesting that the company exceeded expectations. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of services provided by APISCRAPY.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

North Bellmore-based clients praise ApiScrapy for their expertise in web, mobile, and TV app data scraping, delivering over 100 sites' data with high quality and proactive communication. Their professional team excels in project management, system processes, and providing valuable dashboards, making complex data projects seamless.
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OnChain Accounting

5.0 2 reviews

$1,000+

$300+ / hr

10 - 49

Teaneck, NJ

Services provided

40% Accounting

40% Digital Asset Management

20% Fractional CFO Services

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

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Industry Experience

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

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have praised OnChain Accounting for providing good value for money, with feedback highlighting that their pricing fits budgetary constraints while delivering high-quality services. One client noted the firm's ability to identify tax savings, resulting in a 15% reduction in annual tax liability, which significantly enhanced perceived value. Overall sentiment reflects satisfaction with the cost-effectiveness of their comprehensive accounting services, along with a strong alignment of company values.
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1 of 1 New York City-based review is 5 stars

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

Accounting project highlight

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

5.0 2 reviews

$25,000+

$300+ / hr

2 - 9

New York, NY

Services provided

20% Accounting

20% Finance & Accounting Outsourcing (FAO)

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Fractional CFO Services

Liv Data LLC is a 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.

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2 of 2 reviews are 5 stars

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for Liv Data LLC highlight strong client satisfaction, emphasizing their expertise in financial operations and AI consulting. Clients noted impressive project management, quick responsiveness, and a disciplined yet flexible approach. For instance, Hyperbots praised their advisory on product and go-to-market strategy, while BW Cyber recognized significant operational improvements leading to enhanced gross margins. Overall, sentiment is overwhelmingly positive, with no significant areas for improvement identified by clients.
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Industry Experience

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

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Average Project Cost Breakdown

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

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Reviewers in New York commend Liv Data LLC for their proficiency in finance and cybersecurity consulting, including AI automation and financial planning. They excel in understanding client needs, providing tailored solutions, and maintaining disciplined project execution. Their expertise spans finance operations, risk assessments, and strategic advisory.
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Cogneesol

4.0 2 reviews

Undisclosed

< $25 / hr

250 - 999

New York, NY

Services provided

10% Accounting

30% Back Office Outsourcing

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

20% IT Managed Services

10% Digital Strategy

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

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Reviews mention Communicative
Clients consistently commend Cogneesol for their excellent communication skills. One client highlighted Hridyesh's proactive and intuitive nature, stating he 'communicates incredibly well' with the team, enhancing collaboration. Another client noted the ease of communication through a dedicated project management thread, facilitating streamlined interactions. Overall, the sentiment surrounding communication is overwhelmingly positive, with clients appreciating the responsiveness and adaptability of the Cogneesol team, although some suggested a need for more proactive communication from team managers.

Back-Office Support for Independent Insurance Agency

5.0 Feb 24, 2020

Hridyesh is incredibly smart, intuitive, proactive, and an absolute asset to our team. He has shown the drive and desire to go above and beyond for Click, and communicates incredibly well with the rest of the team. Thank you for all you do, Hridyesh. We are honored to have you!
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BPO Data Processing Services for Child Care Consultancy

3.0 Feb 26, 2020

Communication is easy with the Cogneesol team. We set up a group communication thread in our project management software (Wrike), and Cogneesol staff post their questions there if they need to clarify on something during processing. It helps keep our communication streamlined & in one place.
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Industry Experience

Cogneesol has demonstrated expertise in the financial services and business services industries. Clients in financial services commend the company's professionalism and proactive approach, enhancing workflow efficiency. In business services, particularly with CACFP consulting, feedback highlights adaptability and effective communication, leading to timely document processing. Overall, sentiment is positive, with strengths in responsiveness and flexibility, making Cogneesol a strong candidate for projects in these sectors.
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Business services Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express overall satisfaction with Cogneesol's cost-effectiveness and value for money. One reviewer highlighted their professional yet personable approach, emphasizing that the services provided significantly improved operational efficiency without compromising quality. Another client noted that Cogneesol offered a professional and cost-effective solution that allowed their team to focus on core business tasks. While there were minor concerns regarding proactive communication and occasional deadline adherence, the general sentiment reflects a positive assessment of Cogneesol's pricing relative to the value delivered.
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BestCFO

5.0 1 review

$1,000+

< $25 / hr

10 - 49

new york, NY

Services provided

20% Accounting

20% Business Consulting

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Fractional CFO Services

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

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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Reviewers in New York City highlight BestCFO’s proficiency in financial analysis, forecasting, and strategic guidance for accounting companies. Their team’s timely delivery and knowledgeable support led to enhanced cash flow and clearer financial reports, making them a trusted partner for CFO services.
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Portney & Company

5.0 1 review

Undisclosed

Undisclosed

10 - 49

River Edge, NJ

Services provided

75% Accounting

25% Business Consulting

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

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation & Filing for Antique Asian Art Retailer
5.0 — For 36 years now, Portney & Company has handled tax preparation and filing efforts for an international art importing company. They also provide corporate and personal management and document Read more
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Industry Experience

Portney & Company has received positive feedback primarily from the Consumer Products industry, where they provide financial accounting, tax preparation, and management services. Clients appreciate their ability to alleviate the emotional burden of complex tax situations, highlighting their organizational skills and reliability. The overall sentiment is highly favorable, suggesting that potential clients in the Consumer Products sector would benefit from their expertise in financial management.
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Consumer Products

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Average Project Cost Breakdown

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

What Clients Have Said
Clients report that Portney & Company offers excellent value for money, exemplified by one client who invests $3,000 annually for comprehensive financial accounting and tax services. Feedback highlights their ability to alleviate the emotional burden of tax management, with clients noting their accuracy and reliability. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of services provided, reinforcing the company's strong reputation in the industry.
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Baharestani & Ritt LLP

5.0 1 review

Undisclosed

Undisclosed

2 - 9

New York, NY

Services provided

50% Accounting

50% Financial Advising & Planning

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

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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

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

Accounting project highlight

Tax Management Services for Hospitality & Leisure Company
5.0 — Baharestani & Ritt LLP has provided accounting services for a hospitality and leisure company. They are tasked with managing the client's finances and taxes. Read more
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

In Montclair, clients commend Baharestani & Ritt LLP for their thorough, organized tax filings and extensive experience. Their team consistently exceeds expectations, providing efficient, law-compliant services tailored to hospitality and leisure businesses.
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Lucky Tax Service (Yang Hyonjoo)

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Flushing, NY

Services provided

100% Accounting

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

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Average Project Cost Breakdown

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

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

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

New York City-based Accounting project highlight

Personal & Business Accounting for Multi-Business Owner
5.0 — The owner of a daycare and an e-commerce company hired Lucky Tax Sevice to manage their personal and business accounts. The team keeps the books, plans the client's finances, and prepares loan and Read more
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

New York City-based clients praise Lucky Tax Service for comprehensive accounting, payroll, and financial planning, supporting small businesses and entrepreneurs. They highlight personalized service, proactive project management, and expertise in business setup, loans, and growth strategies, making complex financial tasks seamless and trustworthy.
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Mazars USA

4.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

New York, NY

Services provided

60% Accounting

40% Business Consulting

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

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0 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Annual Audit & Tax Filing for Oil and Energy Company
4.0 — Mazars USA provides tax services for an energy company. Their work includes an annual audit as well as routine tax filing. Read more
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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0 4 reviews

Undisclosed

$100 - $149 / hr

2 - 9

New York, NY

Services provided

20% Accounting

40% Fractional CFO Services

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

20% Tax Law

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

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Average Project Cost Breakdown

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

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

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

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

Accounting project highlight

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

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Manhattan clients praise sebCFO for their proficiency in financial management, tax planning, and business growth strategies tailored to medical practices and event companies. Their responsive, timely service and personalized advice help clients increase income, ensure compliance, and optimize deal negotiations.
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Raich Ende Malter & Co. LLP

3.0 1 review

Undisclosed

Undisclosed

250 - 999

New York, NY

Services provided

100% Accounting

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

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Industry Experience

Raich Ende Malter & Co. LLP has experience in the healthcare sector, specifically with mental health facilities. While they provided a range of accounting services, feedback indicates issues with communication and unexpected fee increases. Clients noted that while the team presented well, they lacked follow-through and up-to-date knowledge on tax law. Overall sentiment suggests caution for healthcare organizations considering their services, emphasizing the need for clear contracts and proactive communication.
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Healthcare

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed concerns regarding the overall cost and value for money provided by Raich Ende Malter & Co. LLP. One client reported an initial agreed price that escalated unexpectedly, leading to significant dissatisfaction with increasing invoices and lack of communication. They noted that while the services were performed adequately, the inconsistent pricing and poor follow-through diminished perceived value. Potential customers are advised to secure a concrete contract and remain vigilant about billing discrepancies.
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Review Rating from Clients

3.0/5.0

Quality

4.0

Schedule

4.0

Cost

0.5

Willing to Refer

1.0

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

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

25% Accounting

25% Finance & Accounting Outsourcing (FAO)

25% Financial Advising & Planning +2 services

15% Funding & Investment

10% Commercial Financing

Established in 2007, Finsmart Accounting is a small New York, New York-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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Akram | Assurance, Advisory & Tax Firm

Not yet reviewed

$5,000+

$300+ / hr

10 - 49

New York, NY

Services provided

75% Accounting

20% Business Consulting

5% Finance & Accounting Outsourcing (FAO)

Accounting company Akram | Assurance, Advisory & Tax Firm specializes in Accounting and Business Consulting. They were established in 2013.
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New York, NY

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

646 205 8044

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WALLACE TAX AND ACCOUNTING

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

New York, NY

Services provided

80% Accounting

20% Business Consulting

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

Not yet reviewed

Undisclosed

$25 - $49 / hr

2 - 9

Brooklyn, NY

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

Ceptrum is a Finance & Accounting Outsourcing (FAO) and Accounting company established in 2021. The small team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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Brooklyn, NY

300 Wyckoff Ave
Brooklyn, NY 11237
2 - 5

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Bernard Nickels & Associates

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

25% Accounting

50% HR Consulting

25% IT Managed Services

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

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

New York, NY

Services provided

20% Accounting

80% Finance & Accounting Outsourcing (FAO)

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

Not yet reviewed

$1,000+

< $25 / hr

250 - 999

New York, NY

Services provided

30% Accounting

20% Finance & Accounting Outsourcing (FAO)

15% Back Office Outsourcing +4 services

10% Corporate Training & Coaching

10% Customer Service Outsourcing

10% ERP Consulting and SI

5% HR Consulting

Headway Bpo Solutions Pvt Ltd is an Accounting company. Located in New Delhi, India and New York, New York, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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More responsive than most other service providers

Headway Bpo Solutions Pvt Ltd is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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New York, NY

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

9402798313

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Certified Catering Consultants

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Woodland Park, NJ

Services provided

10% Accounting

60% Business Consulting

10% Corporate Training & Coaching +2 services

10% IT Strategy Consulting

10% Logistics & Supply Chain Consulting

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

5.0 1 review

Undisclosed

Undisclosed

2 - 9

New York, NY

Services provided

100% Accounting

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

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Industry Experience

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

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

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

New York City-based Accounting project highlight

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

5.0/5.0

Quality

4.5

Schedule

4.5

Cost

5.0

Willing to Refer

5.0

Reviewers in New York highlight ARK-LLP’s comprehensive accounting solutions for apparel, property, and personal finances. They appreciate their integrity, tailored guidance, and proactive communication, which streamline operations and save costs, despite occasional delays in response times.
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Sidhom Accounting and Tax Consultants

5.0 1 review

Undisclosed

Undisclosed

Freelancer

Bayonne, NJ

Services provided

100% Accounting

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

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Industry Experience

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

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Sidhom Accounting and Tax Consultants for their expertise and value, particularly in managing complex financial needs across multiple businesses. One client noted a $20,000–$30,000 investment, highlighting the firm's capacity to support significant growth and ensure compliance with tax obligations. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, although some clients mentioned potential delays during peak tax seasons as an area for improvement.
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1 of 1 New York City-based review is 5 stars

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

Accounting project highlight

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

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

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

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

25% Accounting

25% HR Consulting

25% HR Outsourcing +1 service

25% PEO/Employee Leasing

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

445 Park Avenue
New York, NY 10022
2 - 5

(917) 909-6971

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The A Team

Not yet reviewed

$1,000+

Undisclosed

10 - 49

New York, NY

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

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

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Brooklyn, NY

Services provided

50% Accounting

10% Business Consulting

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

10% Market Research

10% Marketing Strategy

10% Public Relations

Accounting company Accounting Heroes specializes in Accounting and Finance & Accounting Outsourcing (FAO). They were established in 2019.
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Brooklyn, NY

1600 Ocean Pkwy,
Brooklyn, NY 11230
2 - 5

+1.860.938.6831

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My Crypto CPA

Not yet reviewed

Undisclosed

$200 - $300 / hr

2 - 9

New York, NY

Services provided

50% Accounting

50% Blockchain

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

Not yet reviewed

$1,000+

$100 - $149 / hr

1,000 - 9,999

New York, NY

Services provided

100% Accounting

Marcum LLP, an Accounting company, was launched in 1951. The team specializes in Accounting and is in New York, New York and Irvine, California.
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accounting enterprise software services

Not yet reviewed

$1,000+

< $25 / hr

250 - 999

New York, NY

Services provided

55% Accounting

25% Financial Advising & Planning

20% 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.
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Agro Accounting CPA

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

Brooklyn, NY

Services provided

100% Accounting

Agro Accounting CPA is a small Accounting company. They specialize in Accounting and were launched in 2009.
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Peak Reliance LP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

100% Accounting

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

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

New York, NY

Services provided

80% Accounting

20% Business Consulting

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

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

New York, NY

Services provided

50% Accounting

25% Business Consulting

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

10% Cybersecurity

FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
Read more

New York, NY

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

212-867-4000

New York, NY

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

6467983500

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