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Home Financial Services United States New York New York City

Top Financial Services Firms in New York City

Ratings Updated: April 21, 2026
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15 Leaders 15 Contenders

1,287 Companies

Country: United States
State: New York
City: New York City

List of the Top New York City Financial Services Companies

  • Featured

    What are Featured Providers?

    CSTMR Logotype

    CSTMR

    4.9 7 reviews
    Premier Verified
    $50,000+
    $200 - $300 / hr
    10 - 49
    Serves New York City, NY

    Services provided

    20% Search Engine Optimization
    15% Pay Per Click
    15% Web Design +5 services
    10% Advertising
    10% Branding
    10% Content Marketing
    10% Digital Strategy
    10% Social Media Marketing

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

    See all 7 projects

    Reviews mention Results-oriented

    Clients express a strong sentiment of satisfaction regarding CSTMR's results-oriented approach. One client noted significant progress in achieving year-end goals with a lower customer acquisition cost, highlighting the effectiveness of well-optimized advertising campaigns and automated marketing tools. Additionally, feedback emphasized CSTMR's talented team and their ability to produce results even in challenging situations, showcasing their commitment to client success and project management excellence.
    • Digital & Content Marketing for Money Transfer Platform
      5.0 Jan 20, 2021

      Progress in not only implementing an ad strategy that’s on-target but also one that has clearly helped us achieve our year-end goals with a lower CPA, year after year. With everything from well thought out and well-optimized advertising campaigns that reaches our audiences, to automated marketing tools, blog strategy and content, and so much more. They’ve really helped bring our brand to life.

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    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    Recent client feedback highlights CSTMR's expertise in branding, design, and content development, particularly for startups in the fintech sector. One client noted a significant increase in website traffic and customer acquisition following a comprehensive rebranding project. The team demonstrated strong project management skills, maintaining effective communication and timely delivery. Overall, clients express high satisfaction with CSTMR's professionalism and depth of knowledge, with no major areas for improvement identified.
    Read 1 Recent Review

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    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 Logotype

    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.

    See all 2 projects
    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
    Read 1 Review

    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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    Select Industry to see insights

    Hospitality & leisure

    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 Logotype

    4.8 31 reviews
    Premier Verified
    Undisclosed
    $200 - $300 / hr
    10 - 49
    New York, NY

    Services provided

    85% Accounting
    15% Tax Law

    George Dimov, CPA is an accounting services firm specializing in tax preparation, bookkeeping, payroll, and financial advisory. Reviews highlight an impressive 100% positive feedback for their professionalism, responsiveness, and timely delivery. Notably, 88% of reviewers commend their ability to address complex financial situations and provide tailored recommendations, showcasing their expertise in financial reporting and tax filing.

    See all 31 projects

    Industry Experience

    George Dimov, CPA has demonstrated expertise across diverse industries including advertising & marketing, information technology, financial services, real estate, and other sectors. Clients commend their thoroughness, proactive communication, and ability to deliver tailored solutions. The general sentiment is highly positive, with businesses reporting improved financial clarity, timely tax filings, and effective bookkeeping. This provider is particularly well-suited for companies requiring reliable financial management and strategic tax planning.

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    Select Industry to see insights

    Real estate Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services Advertising & marketing

    More responsive than most other service providers

    George Dimov, CPA is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

    View projects from:

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

    This provider is fluent in 12 languages:

    • English
    • Mandarin
    • Spanish
    • Arabic
    • Hindi
    • Russian
    • Korean
    • Turkish
    • Vietnamese
    • Urdu
    • Ukrainian
    • Cantonese

    This provider is available in 4 time zones:

    • Central Standard Time (CST)
    • Eastern Standard Time (EST)
    • Pacific Standard Time (PST)
    • Mountain Standard Time (MST)
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  • 1-800Accountant Logotype

    4.5 31 reviews
    Premier Verified
    $1,000+
    $100 - $149 / hr
    50 - 249
    New York, NY

    Services provided

    100% Accounting

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

    See all 31 projects

    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

    View projects from:

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

    This provider is fluent in 1 language:

    • English

    This provider is available in 1 time zone:

    • Eastern Standard Time (EST)
    $179 Best for businesses that need ongoing tax support. $239 Core accounting package that covers most business. $399 Full-service accounting for established businesses

    Business Accounting Package

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

    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.

    See all 2 projects
    1 of 1 reviews is 5 stars
    1 new review for Accounting services
    $200,000 – $999,999 avg. project cost

    Reviewed 1 time in the past 6 months

    Recent reviews indicate that Quant Solutions has established a strong partnership with clients, particularly in project accounting for documentary filmmaking. Clients commend their attention to detail, reliability, and effective communication. One client noted that Quant Solutions enables them to focus on production, assuring efficient financial management. The firm's consistent on-budget performance and responsiveness to urgent issues further enhance satisfaction, with no significant areas for improvement identified.
    Read 1 Recent Review

    More responsive than most other service providers

    Quant Solutions is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
    $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.
    View Packages
    1 of 1 New York City-based review is 5 stars
    1 New York City-based review for Accounting in past 6 months
    $200,000 – $999,999 avg. project cost for Accounting services in New York City

    New York City-based Accounting project highlight

    Accounting & Bookkeeping for Documentary Production Company

    5.0 — Quant Solutions provides accounting and bookkeeping services for a documentary production company. The team is responsible for assisting the client in managing their projects' budgets and financial Read more
    Read Similar Reviews
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  • Willowcommerce.ai Logotype

    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

    Read more
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  • JADDE Financial Solutions, LLC Logotype

    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

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
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  • Graphite Logotype

    5.0 8 reviews
    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    34% Accounting
    33% Finance & Accounting Outsourcing (FAO)
    33% Fractional CFO Services

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

    See all 8 projects

    Industry Experience

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

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    Select Industry to see insights

    Software Food & Beverage Chemicals & Biotechnology Consumer Products IT Services Consulting

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    New York City, New York (3) Los Angeles, California (2) San Francisco, California (1) Boulder, Colorado (1) Arlington, Virginia (1)

    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    4.7

    Willing to Refer

    5.0

    NYC clients appreciate Graphite’s comprehensive financial services, including bookkeeping, investor reporting, and CFO support. The team’s professionalism, timely communication, and tailored advice have consistently resulted in smooth, complex project execution and strong, trusted relationships.
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  • leadforce.info Logotype

    4.6 20 reviews
    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    45% Funding & Investment
    35% Financial Consulting
    15% Financial Advising & Planning +1 service
    5% Other Marketing

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

    See all 20 projects

    Average Project Cost Breakdown

    Less than $10,000 (15)

    What Clients Have Said

    Overall, clients commend Leadforce.info for their cost-effectiveness and value for money. Many reviews highlight that the pricing aligns well with client budgets, with one stating it provides 'good value for cost.' Another client noted that their fees were 'more than covered by investment dollars produced.' However, there was one instance where a client expressed dissatisfaction with deliverables, suggesting inconsistency in meeting expectations. Overall, the sentiment is largely positive regarding value and affordability.
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    United States (10) England (3) Sweden (1) Switzerland (1)

    Review Rating from Clients

    4.5/5.0

    Quality

    5.0

    Schedule

    4.5

    Cost

    5.0

    Willing to Refer

    4.5

    In New York City, Leadforce.info is recognized for their precise LinkedIn lead generation and investor engagement services for legal industry clients. Reviewers highlight their reliability, clear communication, and ability to meet project goals within budget, ensuring impactful outreach campaigns.
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  • DCG | CPA and Management Consulting Firm Logotype

    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.

    See all 2 projects
    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
    Read 2 Reviews

    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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    Select Industry to see insights

    Healthcare Advertising & marketing

    Average Project Cost Breakdown

    What Clients Have Said

    Clients consistently highlight DCG | CPA and Management Consulting Firm's competitive pricing and overall value for money. One client noted that their pricing fit within budget while providing 'great value for cost.' Another emphasized the firm's superior service compared to previous financial providers, stating they are 'far and above better.' Overall, feedback reflects a strong sentiment regarding the firm's ability to deliver quality services at reasonable rates.
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    New York, NY

    379 West Broadway
    New York, NY 10012

    2 - 5

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  • Spear CPA CFP Logotype

    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.

    See all 11 projects

    Reviews mention Communicative

    Clients consistently commend Spear CPA CFP for their exceptional communication skills. One client noted their responsiveness, stating they typically receive replies within an hour and can directly email for inquiries. Another highlighted their accessibility and efficient remote processes, emphasizing that the team is always available via phone and Zoom. Overall, the sentiment reflects a strong appreciation for the firm's communicative approach, with clients feeling assured and supported throughout their engagements.
    • Tax and Financial Services for Law Firm
      5.0 Dec 12, 2022

      They’re very easily accessible; if I ever have questions, they’re available to answer. I can just go online and make an appointment if I need anything. Everything is remote and paperless, which makes my life easier, and the process is very efficient. We communicate via phone calls and Zoom.

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    • Accounting for Insurance-Focused Research Firm
      4.5 Dec 10, 2020

      They’re responsive to me within about an hour of reaching out. I’m able to contact him directly with my questions through email. They go above and beyond with communication, keeping me assured that everything is under control.

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    • Accounting for Executive Life Coaching Company
      5.0 Dec 9, 2020

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

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    Industry Experience

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

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    Select Industry to see insights

    Financial services Manufacturing Consumer Products Legal Construction Business services Advertising & marketing

    View projects from:

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

    Review Rating from Clients

    4.9/5.0

    Quality

    4.9

    Schedule

    5.0

    Cost

    4.8

    Willing to Refer

    5.0

    Reviewers in New York City highlight Spear CPA CFP’s expertise in small business accounting, tax optimization, and strategic financial advice. Their proactive communication and personalized service have helped clients manage audits, optimize taxes, and handle complex transactions confidently, establishing them as trusted financial partners.
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  • Goldenthal & Suss Consulting PC Logotype

    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.

    See all 3 projects

    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.
    Get in Touch
    3 of 3 New York City-based reviews are 5 stars
    $10,000 – $49,000 avg. project cost for Accounting services in New York City

    Accounting project highlight

    Accounting & Business Consulting for Animal Rescue Nonprofit

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

    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.

    See all 1 projects

    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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    Select Industry to see insights

    Software

    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 Logotype

    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.

    See all 2 projects

    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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    Select Industry to see insights

    Chemicals & Biotechnology Advertising & marketing

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients of Imperial Advisory, CFOs consistently highlight the company's exceptional value for money, noting timely delivery and high-quality work. One executive praised their responsiveness and professionalism, stating that all projects were completed ahead of schedule. Another client appreciated the flat retainment fee based on hourly rates, which provided clarity in billing. Overall, the sentiment is overwhelmingly positive, with no significant criticisms regarding pricing or value received.
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    1 of 1 New York City-based review is 5 stars
    Less than $10,000 avg. project cost for Accounting services in New York City

    Accounting project highlight

    Financial Consultation for Marketing Agency

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

    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.

    See all 6 projects

    Reviews mention Trustworthy

    Clients perceive Accountants on Air as a trustworthy partner, highlighting their personalized approach and commitment to excellent service. One client noted, 'They have a personalized approach and are very trustworthy,' emphasizing their responsiveness and attention to detail. The overall sentiment is positive, with clients expressing comfort in their relationship and confidence in the team's reliability, further reinforced by the advice to 'be very honest and transparent' in communications.
    • Accounting Services for Online Fashion Retail Company
      4.0 Dec 20, 2021

      They have a personalized approach and are very trustworthy. We feel very comfortable with them; they give their full attention. Overall, they take responsibility for any issues and provide excellent service.

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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
    Read 4 Reviews

    Industry Experience

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

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    Media Retail Healthcare

    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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  • Greyson Tax & Consulting Logotype

    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.

    See all 1 projects
    1 of 1 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Tax Prep & Bookeeping for Real Estate Office

    5.0 — Greyson Tax Consulting provided personal and business tax filing, company registration restructuring, and QuickBooks bookkeeping services to the owner of a franchised real estate company. Read more
    Read 1 Review

    Average Project Cost Breakdown

    What Clients Have Said

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

    221 River St 9th Fl
    Hoboken, NJ 07030

    2 - 5

    614-662-4778

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  • Burton & Co., CPAs Logotype

    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.

    See all 1 projects
    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
    Read 1 Review

    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

    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 Logotype

    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.

    See all 6 projects
    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
    Read 3 Reviews

    Industry Experience

    Acgile has demonstrated notable expertise across various industries, including Education, Automotive, Food & Beverage, Healthcare, and Media. Clients praised their responsiveness, collaboration, and project management capabilities, resulting in increased operational efficiency and accuracy in financial practices. Sentiment is particularly positive in Automotive and Food & Beverage sectors, where Acgile's contributions led to significant cost savings and improved financial reporting. Their commitment to client satisfaction and operational excellence makes them a strong candidate for firms in these sectors.

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    Healthcare Education Automotive Food & Beverage Media

    View projects from:

    Chicago, Illinois (1) Danville, Illinois (1) Detroit, Michigan (1) Saint Paul, Minnesota (1) Brooklyn, New York (1) Beverly Hills, California (1)

    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

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

    4.9 5 reviews
    $1,000+
    $50 - $99 / hr
    50 - 249
    Brooklyn, NY

    Services provided

    100% Accounting

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

    See all 5 projects

    Industry Experience

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

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    Beauty

    Average Project Cost Breakdown

    $10,000 to $49,000 (2)

    What Clients Have Said

    Clients consistently highlight Book Tech's pricing as fitting their budgets and providing good value for the cost. One client noted, 'Pricing fit our budget' and emphasized the company's expertise and urgency in delivering services. Another client echoed this sentiment, stating, 'Good value for cost,' while appreciating their responsiveness and professionalism. Overall, clients feel that the financial investment yields significant returns in terms of timely and accurate bookkeeping services.
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    1 of 1 New York City-based review is 5 stars
    1 New York City-based review for Accounting in past 6 months
    $10,000 – $49,000 avg. project cost for Accounting services in New York City

    New York City-based Accounting project highlight

    Bookkeeping Services for Promotional Products Company

    5.0 — Book Tech provides ongoing bookkeeping services for a promotional products company. The team is tasked with cleaning up the client's books and catching up on their bookkeeping work. Read more
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  • Crowe LLP Logotype

    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.

    See all 4 projects

    Reviews mention Communicative

    Clients consistently praise Crowe LLP for their exceptional communication skills. One client noted, 'Crowe Horwath's communication is fabulous; you always know where your project stands.' They are described as 'incredibly responsive,' with immediate action taken on client issues. The overall sentiment highlights a strong commitment to transparency and effective problem resolution, contributing to a positive project experience.
    • CRM Consulting For Computer Software Consultancy
      5.0 Aug 21, 2015

      When questions from a client come up, they're incredibly responsive. I deal most of the time with Ryan [Principal at Crowe Horwath], and all I have to do is say, "Ryan, this issue came up." He has someone on it immediately for me. The entire process, from beginning to end, was well managed, and Crowe Horwath's communication is fabulous. You just always know where your project stands. If they run into any roadblocks that need to be addressed by the team, they resolve them immediately.

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    Industry Experience

    Crowe LLP has demonstrated strong expertise in software, IT services, and business consulting. In the software sector, clients praised their proficiency in CRM solutions and custom applications, emphasizing high-quality outputs and responsive project management. The IT services sector highlighted their effective integration and development capabilities, particularly with Microsoft Dynamics. In business services, their partnership approach and understanding of non-profit operational needs received commendations. Overall, feedback reflects a consistently positive sentiment across these industries, indicating Crowe LLP's suitability for projects requiring tailored technological solutions.

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    Select Industry to see insights

    Software IT Services Business services

    Average Project Cost Breakdown

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

    What Clients Have Said

    Crowe LLP is perceived as delivering strong value for money, with clients frequently noting their reasonable pricing relative to the quality of service provided. One client highlighted a project cost between $25,000 and $30,000, emphasizing that Crowe Horwath set realistic expectations and delivered high-quality results. Another client mentioned that every project was successful with minimal defects, reinforcing the sentiment that their investment yielded significant returns. Overall, clients express satisfaction with the balance of cost and quality in their engagements.
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    Hartford, Connecticut (1) Providence, Rhode Island (1) Boston, Massachusetts (1)
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  • Braj Aggarwal, CPA, P.C. Logotype

    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.

    See all 2 projects
    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
    Read 2 Reviews

    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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    Select Industry to see insights

    IT Services Manufacturing

    Average Project Cost Breakdown

    What Clients Have Said

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

    146 W 29th St
    New York, NY 10001

    6 - 9

    +17184264661

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  • Liv Data LLC Logotype

    5.0 2 reviews
    $25,000+
    $300+ / hr
    2 - 9
    New York, NY

    Services provided

    20% Accounting
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Advising & Planning +2 services
    20% Financial Consulting
    20% Fractional CFO Services

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

    See all 2 projects
    2 of 2 reviews are 5 stars
    Unknown avg. project cost

    Reviewed 2 times in the past 6 months

    In recent reviews, clients have praised Liv Data LLC for their exceptional responsiveness and deep understanding of financial operations. One client noted significant improvements in gross margins and EBITDA due to Liv Data's disciplined project management and tailored CFO support. Another highlighted their impressive problem-solving skills and alignment with company values. Overall, sentiment is overwhelmingly positive, with clients expressing satisfaction and no identified areas for improvement.
    Read 2 Recent Reviews

    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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    Select Industry to see insights

    Information technology Financial services

    Average Project Cost Breakdown

    What Clients Have Said

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

    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.

    See all 3 projects

    Reviews mention Proactive

    Clients consistently highlight APISCRAPY's proactive approach in their project management and communication. One reviewer noted their 'effective project management with proactive communication' and another emphasized 'proactive communication and project management' as a standout feature. Overall, the sentiment reflects strong satisfaction with APISCRAPY's ability to anticipate client needs and deliver quality results, enhancing the collaborative experience.
    • Data Scraping & Market Research for Logistics Company
      5.0 Oct 10, 2023

      Effective project management for our data scraping with pro-active communication. The measurable outcomes were notable and we were extremely satisfied with the outcome. Accuracy and timeliness of the data were impressive.

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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. Excellent technical competency - Value for money.

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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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    New York, NY

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

    76 - 100

    +1-30235 14656

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    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    North Bellmore-based clients praise ApiScrapy for their expertise in web, mobile, and TV app data scraping, delivering high-quality, actionable data. Their professional team provided proactive communication, dashboards, and efficient project management, making complex data extraction projects smooth and cost-effective.
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  • OnChain Accounting Logotype

    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.

    See all 2 projects

    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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    Select Industry to see insights

    Advertising & marketing
    1 of 1 New York City-based review is 5 stars
    $10,000 – $49,000 avg. project cost for Accounting services in New York City

    Accounting project highlight

    Accounting for Digital Growth Company

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

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    Roslyn-based OnChain Accounting excels in crypto bookkeeping, financial reporting, and tax compliance for digital agencies. Clients praise their proactive, tech-savvy approach, timely delivery, and strategic insights, leading to cost savings, improved profitability, and enhanced financial clarity in complex, global projects.
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  • Cogneesol Logotype

    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.

    See all 2 projects

    Reviews mention Adaptable

    Clients have consistently highlighted Cogneesol's adaptability, noting their staff's impressive ability to learn and adjust to various workflow changes. One client emphasized their willingness to work during regular business hours despite time zone differences, showcasing their flexibility. Although there were instances where processing deadlines were not met, overall feedback reflects a positive sentiment towards Cogneesol's responsiveness and commitment to meeting specific project needs.
    • BPO Data Processing Services for Child Care Consultancy
      3.0 Feb 26, 2020

      Cogneesol staff have now taken over the entire processing for one set of our client documents (expenses), and they're processing almost the entire incoming volume for our other set (enrollments). They've always been willing to learn new things, and they've always been gracious/flexible if changes to the workflow have ever been necessary. Cogneesol staff members have done an amazing job learning our client documents. They've adapted well to the numerous changes that we've had to our workflows over the past several years, and they continue to be flexible to specific project needs.

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    Industry Experience

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

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    Select Industry to see insights

    Business services Financial services

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    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.

    See all 1 projects

    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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    Select Industry to see insights

    Financial services

    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

    NYC clients commend BestCFO for their comprehensive CFO solutions, including financial planning and risk minimization. They emphasize the team’s professionalism, timely execution, and ability to improve financial clarity, establishing them as a highly recommended financial consulting partner.
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  • Portney & Company Logotype

    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.

    See all 1 projects
    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
    Read 1 Review

    Industry Experience

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

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    Select Industry to see insights

    Consumer Products

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    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.

    See all 1 projects

    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) Logotype

    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.

    See all 1 projects

    Industry Experience

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

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    Select Industry to see insights

    Consumer Products

    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
    Read Similar Reviews

    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 Logotype

    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.

    See all 1 projects
    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
    Read 1 Review

    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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    Select Industry to see insights

    Energy & natural resources

    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 Logotype

    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.

    See all 4 projects

    More responsive than most other service providers

    sebCFO is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

    View projects from:

    Tampa, Florida (1) Manhattan, New York (1) New York City, New York (1) Queens, New York (1)
    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
    Read Similar Reviews

    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 businesses commend sebCFO's comprehensive financial services, including bookkeeping, tax strategies, and M&A support. Their adaptable, detail-oriented team provides valuable insights that enhance stability, profitability, and strategic decision-making, with a strong emphasis on local expertise and client satisfaction.
    Read Local Reviews
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  • Raich Ende Malter & Co. LLP Logotype

    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.

    See all 1 projects

    Industry Experience

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

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    Select Industry to see insights

    Healthcare

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    3.0/5.0

    Quality

    4.0

    Schedule

    4.0

    Cost

    0.5

    Willing to Refer

    1.0

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

    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.

    Read more
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  • Akram | Assurance, Advisory & Tax Firm Logotype

    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.

    Read more

    New York, NY

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

    2 - 5

    646 205 8044

    See All Locations (3)
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  • WALLACE TAX AND ACCOUNTING Logotype

    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.

    Read more
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  • Ceptrum Logotype

    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.

    Read more

    Brooklyn, NY

    300 Wyckoff Ave
    Brooklyn, NY 11237

    2 - 5

    See All Locations (2)
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  • Bernard Nickels & Associates Logotype

    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.

    Read more
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  • Bikham Finance Logotype

    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,

    Read more
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  • Headway Bpo Solutions Pvt Ltd Logotype

    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).

    Read more

    New York, NY

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

    16 - 20

    9402798313

    See All Locations (2)
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  • Certified Catering Consultants Logotype

    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.

    Read more
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  • ARK-LLP Accountant and Advisors Logotype

    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.

    See all 1 projects

    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.

    Read All Reviews

    Select Industry to see insights

    Retail

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    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 Logotype

    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.

    See all 1 projects

    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.

    Read All Reviews

    Select Industry to see insights

    Real estate

    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.
    Read All Reviews

    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    Bayonne-based Sidhom Accounting and Tax Consultants excel in complex, interconnected business accounting, serving real estate, media, and development firms. Clients praise their expertise handling high revenue volumes and comprehensive tax solutions, emphasizing their reliability and tailored approach for growing businesses.
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  • Aspen HR Logotype

    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.

    Read more

    New York, NY

    445 Park Avenue
    New York, NY 10022

    2 - 5

    (917) 909-6971

    See All Locations (10)
    View Profile
  • Mortar Group Logotype

    Not yet reviewed

    $250,000+
    Undisclosed
    2 - 9
    Brooklyn, NY

    Services provided

    75% Commercial Development
    20% Financial Advising & Planning
    5% Commercial Property Management

    Commercial Development company Mortar Group was founded in 2001. In Brooklyn, New York, the team offers Commercial Development and Financial Advising & Planning.

    Read more
    View Profile
  • The A Team Logotype

    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.

    Read more
    View Profile
  • Accounting Heroes Logotype

    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.

    Read more

    Brooklyn, NY

    1600 Ocean Pkwy,
    Brooklyn, NY 11230

    2 - 5

    +1.860.938.6831

    See All Locations (3)
    View Profile
  • My Crypto CPA Logotype

    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.

    Read more
    View Profile
  • Marcum LLP Logotype

    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.

    Read more
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  • Agro Accounting CPA Logotype

    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.

    Read more
    View Profile
  • Peak Reliance LP Logotype

    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.

    Read more
    View Profile
  • Anchin Logotype

    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.

    Read more
    View Profile
  • FORVIS Logotype

    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

    See All Locations (73)
    View Profile

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Clutch Leaders Matrix

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

1 George Dimov, CPA
2 Graphite
3 1-800Accountant
4 leadforce.info
5 DCG | CPA and Management Consulting Firm
6 Spear CPA CFP
7 Goldenthal & Suss Consulting PC
8 VantagePoint Benefit Administrators
9 Quant Solutions
10 Imperial Advisory, CFOs
11 Accountants on Air
12 Greyson Tax & Consulting
13 Burton & Co., CPAs
14 Acgile
15 Book Tech

List of the Top 15 New York City Financial Services Companies

  1. George Dimov, CPA Logotype

    George Dimov, CPA

    Undisclosed
    $200 - $300 / hr
    10 - 49
    New York, NY

    Ability to deliver

    37.4/40.0
    17.8/20 Reviews
    10/10 Clients & Experience
    9.6/10 Market Presence

    Service focus

    85% Accounting
    15% Other
    View Profile Visit Website
  2. Graphite Logotype

    Graphite

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Ability to deliver

    31.1/40.0
    16.6/20 Reviews
    8.3/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    34% Accounting
    66% Other
    View Profile Visit Website
  3. 1-800Accountant Logotype

    1-800Accountant

    $1,000+
    $100 - $149 / hr
    50 - 249
    New York, NY

    Ability to deliver

    28/40.0
    13.6/20 Reviews
    5.7/10 Clients & Experience
    8.7/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  4. leadforce.info Logotype

    leadforce.info

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    27.3/40.0
    16.2/20 Reviews
    6.5/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    85% Other
    View Profile Visit Website
  5. DCG | CPA and Management Consulting Firm Logotype

    DCG | CPA and Management Consulting Firm

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Ability to deliver

    25.7/40.0
    16.4/20 Reviews
    4.7/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    50% Accounting
    50% Other
    View Profile Visit Website
  6. Spear CPA CFP Logotype

    Spear CPA CFP

    $1,000+
    $100 - $149 / hr
    2 - 9
    New York, NY

    Ability to deliver

    24.4/40.0
    16.2/20 Reviews
    3/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  7. Goldenthal & Suss Consulting PC Logotype

    Goldenthal & Suss Consulting PC

    Undisclosed
    $200 - $300 / hr
    2 - 9
    Staten Island, NY

    Ability to deliver

    23.6/40.0
    16.4/20 Reviews
    1.4/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    75% Accounting
    25% Other
    View Profile Visit Website
  8. VantagePoint Benefit Administrators Logotype

    VantagePoint Benefit Administrators

    $5,000+
    $200 - $300 / hr
    10 - 49
    Lynbrook, NY

    Ability to deliver

    23.6/40.0
    16.2/20 Reviews
    1.7/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    50% Insurance Services & Brokers
    40% Other
    View Profile Visit Website
  9. Quant Solutions Logotype

    Quant Solutions

    Undisclosed
    $50 - $99 / hr
    2 - 9
    New York, NY

    Ability to deliver

    23.5/40.0
    17/20 Reviews
    1.6/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    25% Accounting
    75% Other
    View Profile Visit Website
  10. Imperial Advisory, CFOs Logotype

    Imperial Advisory, CFOs

    Undisclosed
    Undisclosed
    2 - 9
    Valley Stream, NY

    Ability to deliver

    23.2/40.0
    15.6/20 Reviews
    2/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    20% Other
    View Profile Visit Website
  11. Accountants on Air Logotype

    Accountants on Air

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Ability to deliver

    22.9/40.0
    15.6/20 Reviews
    2.7/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  12. Greyson Tax & Consulting Logotype

    Greyson Tax & Consulting

    $1,000+
    $100 - $149 / hr
    10 - 49
    Hoboken, NJ

    Ability to deliver

    22.7/40.0
    16.2/20 Reviews
    1.6/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    75% Accounting
    25% Other
    View Profile Visit Website
  13. Burton & Co., CPAs Logotype

    Burton & Co., CPAs

    Undisclosed
    $150 - $199 / hr
    10 - 49
    New York, NY

    Ability to deliver

    22.6/40.0
    16.2/20 Reviews
    1/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  14. Acgile Logotype

    Acgile

    $5,000+
    < $25 / hr
    50 - 249
    Brooklyn, NY

    Ability to deliver

    22.4/40.0
    17.2/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% Accounting
    50% Other
    View Profile Visit Website
  15. Book Tech Logotype

    Book Tech

    $1,000+
    $50 - $99 / hr
    50 - 249
    Brooklyn, NY

    Ability to deliver

    22.2/40.0
    17.2/20 Reviews
    0/10 Clients & Experience
    5/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  16. Crowe LLP Logotype

    Crowe LLP

    $10,000+
    $150 - $199 / hr
    1,000 - 9,999
    New York, NY

    Ability to deliver

    22.1/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.9/10 Market Presence

    Service focus

    30% Accounting
    70% Other
    View Profile Visit Website
  17. Braj Aggarwal, CPA, P.C. Logotype

    Braj Aggarwal, CPA, P.C.

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    21.6/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    80% Accounting
    10% Financial Advising & Planning
    10% Other
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  18. Liv Data LLC Logotype

    Liv Data LLC

    $25,000+
    $300+ / hr
    2 - 9
    New York, NY

    Ability to deliver

    21.4/40.0
    17.4/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Accounting
    20% Financial Advising & Planning
    60% Other
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  19. APISCRAPY Logotype

    APISCRAPY

    $1,000+
    < $25 / hr
    50 - 249
    New York, NY

    Ability to deliver

    21.3/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
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  20. OnChain Accounting Logotype

    OnChain Accounting

    $1,000+
    $300+ / hr
    10 - 49
    Teaneck, NJ

    Ability to deliver

    21.3/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    40% Accounting
    60% Other
    View Profile Visit Website
  21. Cogneesol Logotype

    Cogneesol

    Undisclosed
    < $25 / hr
    250 - 999
    New York, NY

    Ability to deliver

    20.8/40.0
    13/20 Reviews
    1.3/10 Clients & Experience
    6.4/10 Market Presence

    Service focus

    10% Accounting
    90% Other
    View Profile Visit Website
  22. BestCFO Logotype

    BestCFO

    $1,000+
    < $25 / hr
    10 - 49
    new york, NY

    Ability to deliver

    20.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Accounting
    20% Financial Advising & Planning
    60% Other
    View Profile Visit Website
  23. Portney & Company Logotype

    Portney & Company

    Undisclosed
    Undisclosed
    10 - 49
    River Edge, NJ

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    75% Accounting
    25% Other
    View Profile Visit Website
  24. Baharestani & Ritt LLP Logotype

    Baharestani & Ritt LLP

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Accounting
    50% Financial Advising & Planning
    View Profile Visit Website
  25. Lucky Tax Service (Yang Hyonjoo) Logotype

    Lucky Tax Service (Yang Hyonjoo)

    Undisclosed
    Undisclosed
    2 - 9
    Flushing, NY

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  26. Mazars USA Logotype

    Mazars USA

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY

    Ability to deliver

    13/40.0
    13/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    60% Accounting
    40% Other
    View Profile Visit Website
  27. sebCFO Logotype

    sebCFO

    Undisclosed
    $100 - $149 / hr
    2 - 9
    New York, NY

    Ability to deliver

    27.7/40.0
    17.6/20 Reviews
    5.1/10 Clients & Experience
    5/10 Market Presence

    Service focus

    20% Accounting
    80% Other
    View Profile Visit Website
  28. Raich Ende Malter & Co. LLP Logotype

    Raich Ende Malter & Co. LLP

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Ability to deliver

    9.8/40.0
    9.8/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  29. Finsmart Accounting Logotype

    Finsmart Accounting

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    8.6/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    6.9/10 Market Presence

    Service focus

    25% Accounting
    25% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  30. Akram | Assurance, Advisory & Tax Firm Logotype

    Akram | Assurance, Advisory & Tax Firm

    $5,000+
    $300+ / hr
    10 - 49
    New York, NY

    Ability to deliver

    7.6/40.0
    0/20 Reviews
    2.4/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    75% Accounting
    25% Other
    View Profile Visit Website

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