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Top Financial Services Firms in New York

Ratings Updated: April 1, 2026

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves New York

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

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

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Reviews mention Well-organized projects
Clients have consistently praised CSTMR for their well-organized project management. One client noted their effective communication through Basecamp, allowing for seamless project updates and approvals. Weekly video chats and detailed meeting summaries further enhance collaboration. The client expressed satisfaction with CSTMR's ability to maintain brand consistency while producing high-quality marketing materials with minimal direction. Overall, the sentiment is highly positive, highlighting CSTMR's organizational skills and proactive approach in managing client projects.

Marketing Strategy & Website Design for Bank

5.0 May 2, 2018

They’re very organized. About 3–4 times a week, we communicate through Basecamp, which allows us to exchange information on our projects, make changes, and approve them. Anytime I need marketing materials, I post the specs on Basecamp, and they design it, keeping the look and feel consistent with our brand. They also conduct a weekly video chat to provide status updates, and after the call, they compile a detailed review of the meeting, including pending projects and any next steps.
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Industry Experience

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

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Average Project Cost Breakdown

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

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

CSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves New York

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

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

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

4.8 28 reviews

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Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

New York, NY

Services provided

85% Accounting

15% Tax Law

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

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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
In the past six months, clients have praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One finance director highlighted the team's ability to deliver a thorough audit process efficiently, while an executive noted the speed and quality of day-to-day accounting services. Overall sentiment is highly positive, with clients expressing satisfaction and a willingness to recommend the firm for reliable and trustworthy accounting services.
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12 of 13 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read more
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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.
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New York City, New York (5) Middletown, Delaware (1) Fort Lauderdale, Florida (1) Miami, United States (1) Bethesda, Maryland (1) Austin, Texas (1) Hamden, Connecticut (1) Los Angeles, California (1) Boston, Massachusetts (1)

This provider is fluent in 12 languages:

English

Mandarin

Spanish

Arabic

Hindi

Russian

Korean

Turkish

Vietnamese

Urdu

Ukrainian

Cantonese

This provider is available in 4 time zones:

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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Hiline

5.0 3 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Syracuse, NY

Services provided

40% Accounting

30% Finance & Accounting Outsourcing (FAO)

20% HR Outsourcing +1 service

10% Back Office Outsourcing

Hiline is an accounting services firm specializing in bookkeeping, tax preparation, and fractional CFO services. Clients consistently praise their proactive approach, high responsiveness, and on-time delivery, with 100% of reviewers highlighting their excellent project management and cultural fit. Additionally, their expertise in e-commerce and comprehensive services, including HR management, make them a preferred choice for businesses.

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Reviews mention Great project management
Clients have consistently praised Hiline for their excellent project management capabilities. One client highlighted their ability to deliver on time and maintain effective communication through various channels, including virtual meetings and messaging apps. The proactive approach of Hiline was particularly noted as impressive, contributing to efficient tax return filings and overall project success. Overall, the sentiment regarding their project management is overwhelmingly positive, with no areas for improvement identified by clients.

Accounting for Code Scanning Company

5.0 Feb 18, 2026

Hiline's project management was excellent; they delivered on time. We communicated via virtual meetings, emails, and messaging apps.
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2 of 2 reviews are 5 stars

1 new review for Accounting services

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for Hiline reflect a strong overall sentiment, highlighting their excellent project management and proactive approach. Clients from diverse industries praised Hiline for timely tax filings and efficient bookkeeping services, allowing them to focus on core business activities. Notably, feedback indicated significant time savings, with one client reducing back-office tasks from over ten hours to less than one hour weekly. Both reviewers expressed satisfaction, noting no areas for improvement.
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Industry Experience

Hiline demonstrates strong expertise in the Information Technology and Food & Beverage industries. Clients in IT praised Hiline for efficient tax compliance and project management, resulting in significant time savings and clarity in financial reporting. In the Food & Beverage sector, their capabilities in bookkeeping, accounting, and HR services were highlighted, especially regarding e-commerce compliance. Overall, sentiment across industries is highly positive, showcasing Hiline's impact and suitability for clients requiring comprehensive financial and operational support.
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Information technology Food & Beverage

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$495 Bookkeeping - automated finances $1,395 Bookkeeping Plus for growing companies $2,895 Controller Services for future-focused operations

Core Accounting Services
Hiline's Core Accounting Services deliver expert financial operations with dedicated bookkeeping teams, daily transaction management, and custom reporting. We handle your financial foundation so you can focus on growing your business.
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1-800Accountant

4.5 31 reviews
Premier Verified

$1,000+

$100 - $149 / hr

50 - 249

New York, NY

Services provided

100% Accounting

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

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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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4 of 4 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Management & Consultancy for Medical Dosimetry Provider
5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read more
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Average Project Cost Breakdown

Less than $10,000 (5)

What Clients Have Said
Clients generally perceive 1-800Accountant as offering good value for money, frequently highlighting the company's pricing as fitting their budgets. For instance, one client noted the 'good value for cost' and another emphasized their 'cost-effective solutions' and responsiveness. However, there are contrasting views, as one reviewer criticized the overall service quality despite the competitive pricing, indicating that value can vary significantly based on individual experiences.
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Hattiesburg, Mississippi (1) Monroe, Michigan (1) Albany, United States (1) Two Harbors, Minnesota (1) Afton, Wyoming (1)

This provider is fluent in 1 language:

English

This provider is available in 1 time zone:

Eastern Standard Time (EST)

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Quant Solutions

5.0 2 reviews
Verified

Undisclosed

$50 - $99 / hr

2 - 9

New York, NY

Services provided

25% Accounting

40% Finance & Accounting Outsourcing (FAO)

35% Back Office Outsourcing

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

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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

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
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Industry Experience

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

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Quant Solutions' cost-effectiveness and value for money. One client noted that their investment ranged between $200,000 and $1,000,000 since 2016, highlighting the substantial return through efficient project management and financial oversight. Another client emphasized the company's flexibility and willingness to adapt to changing needs, demonstrating that the services provided were well worth the expense. Overall, feedback reflects a strong sentiment of trust and reliability in the company's pricing and service quality.
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More responsive than most other service providers

Quant Solutions is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Graphite

5.0 8 reviews

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

34% Accounting

33% Finance & Accounting Outsourcing (FAO)

33% Fractional CFO Services

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

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Reviews mention Flexible
Clients have noted that Graphite - Accounting for Startups demonstrates a high level of flexibility in their services. One client emphasized that the team is 'always willing to jump on a call' for discussions, indicating their adaptability to client needs. Additionally, another review suggested that new clients should 'leverage Graphite for what they need,' highlighting the company's accommodating approach. Overall, the sentiment surrounding flexibility is overwhelmingly positive, with no reported areas for improvement.

Accounting & Bookkeeping Services for Food Startup

5.0 Jan 7, 2021

New clients should communicate openly with them. They should be able to leverage Graphite – Accounting for Startups for what they need. Their team is very flexible.
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8 of 8 Accounting reviews are 5 stars

4 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Brewed Products Company
5.0 — Graphite provides accounting services for a brewed products company. The team manages weekly invoice reconciliation and bill payments, monthly accounting close, and financial modeling. Read more
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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Graphite's strong value for money, with feedback noting that their pricing fits within budget while delivering high-quality services. One CEO remarked on Graphite's 'good value for cost,' while another noted the 'most favorable terms' during their bidding process. Overall, the sentiment is positive, with clients expressing satisfaction in both the affordability and effectiveness of the services provided, ensuring timely and accurate financial management.
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New York City, New York (3) Los Angeles, California (2) San Francisco, California (1) Boulder, Colorado (1) Arlington, Virginia (1)

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leadforce.info

4.6 20 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

45% Funding & Investment

35% Financial Consulting

15% Financial Advising & Planning +1 service

5% Other Marketing

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

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Reviews mention Puts the customer first
The overall sentiment from clients regarding leadforce.info highlights their customer-first approach. A client noted their 'proactive approach' and emphasized they felt genuinely cared for, stating the team wanted to understand their needs and provide value to investors. The company's commitment to collaboration and support in achieving capital raise objectives was also praised, with no areas for improvement identified. This reflects a strong dedication to client satisfaction and partnership.

Funding & Investment Services for Drinks Company

5.0 Jul 23, 2025

Yes - they went above and beyond, and were supportive in us building the investment pipeline. We were able to work in collaboration vs in silos. They felt like they really wanted to know what we were doing, and how we were providing investors with value vs just looking to work with anyone and everyone.
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0 of 1 reviews is 5 stars

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent feedback for leadforce.info indicates significant dissatisfaction among clients. A review from Novorise UK highlighted that despite high expectations, the company failed to deliver on promised investor meetings and underperformed in lead generation. Clients noted effective communication but expressed disappointment in the overall project execution, advising against investment in their services. Overall sentiment reflects a lack of trust in leadforce.info's ability to meet commitments.
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Industry Experience

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

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United States (10) England (3) Sweden (1) Switzerland (1)

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Spear CPA CFP

5.0 11 reviews

$1,000+

$100 - $149 / hr

2 - 9

New York, NY

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

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

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Reviews mention Transparent
Clients have consistently praised Spear CPA CFP for their transparency and professionalism. One client noted that being detailed and honest with the firm enhances the quality of advice received. They emphasized the firm's commitment to clear communication and their attentive service, highlighting that Spear CPA CFP genuinely cares about the success of their partnerships. Overall, the sentiment regarding transparency is highly positive, reflecting trust and satisfaction in their collaborative approach.

Accounting for Executive Life Coaching Company

5.0 Dec 9, 2020

They manage the work I give them very well. I’ve never seen another company that has as much professionalism and courtesy as Spear CPA CFP. They communicate with my internal team well and they always answer the phone when I call.
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10 of 11 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

$50,000 to $199,999 (4) $200,000 to $999,999 (3) $10,000 to $49,000 (2)

What Clients Have Said
Clients express high satisfaction with Spear CPA CFP's cost-effectiveness and value for money. One client noted a significant return on their investment, stating, "whatever I’ve paid them has been worth the money." Another emphasized their ability to save clients money through strategic advice, leading to repeat business. Overall, feedback indicates that Spear CPA CFP delivers exceptional service relative to their pricing, with numerous clients recommending them for their responsiveness and professionalism.
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Goldenthal & Suss Consulting PC

5.0 3 reviews

Undisclosed

$200 - $300 / hr

2 - 9

Staten Island, NY

Services provided

75% Accounting

20% Business Consulting

5% Financial Consulting

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

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Average Project Cost Breakdown

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

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

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

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VantagePoint Benefit Administrators

5.0 1 review

$5,000+

$200 - $300 / hr

10 - 49

Lynbrook, NY

Services provided

50% Insurance Services & Brokers

14% HR Outsourcing

13% HR Consulting +2 services

13% PEO/Employee Leasing

10% Financial Advising & Planning

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Services provided

80% Financial Advising & Planning

10% Business Consulting

10% Financial Consulting

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

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Reviews mention Experienced
Clients express high satisfaction with Imperial Advisory, CFOs, noting their outstanding reputation and decades of relevant experience. One CEO highlighted a seamless engagement process and impressive turnaround, receiving results in under 24 hours despite a tight deadline. The professionalism and value of the outcomes were emphasized, with no significant areas for improvement mentioned, reflecting an overall positive sentiment towards their expertise and responsiveness.

Financial Consultation for Marketing Agency

5.0 Dec 21, 2021

They came with decades of relevant experience to companies like ours.
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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

Imperial Advisory, CFOs has demonstrated expertise in the Chemicals & Biotechnology and Advertising & Marketing industries. Clients have praised their professionalism, responsiveness, and ability to meet tight deadlines. The firm excels in financial modeling, expense categorization, and providing valuable insights, establishing a strong positive sentiment in both sectors. Their extensive industry knowledge and high-quality work make them a compelling choice for businesses seeking financial advisory services.
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Chemicals & Biotechnology Advertising & marketing

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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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Accountants on Air

4.8 6 reviews

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

80% Accounting

20% Business Consulting

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

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Reviews mention 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
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Industry Experience

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

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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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Burton & Co., CPAs

5.0 1 review

Undisclosed

$150 - $199 / hr

10 - 49

New York, NY

Services provided

80% Accounting

20% Business Consulting

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

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

4.9 5 reviews

$1,000+

$50 - $99 / hr

50 - 249

Brooklyn, NY

Services provided

100% Accounting

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

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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of Book Tech highlight strong client satisfaction, particularly regarding their expertise in Xero bookkeeping and prompt communication. One client noted their 'seriousness and urgency towards work,' while another appreciated their ability to deliver timely reports and insights. Both clients emphasized the good value for cost, with successful outcomes reflected in updated financial records. Suggestions for improvement include expanding services to include tax filing.
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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

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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Industry Experience

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

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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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Allen Street Consulting

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Buffalo, NY

Services provided

80% Accounting

20% Business Consulting

Allen Street Consulting is an accounting services firm that specializes in bookkeeping, financial reporting, and tax preparation. According to client reviews, 100% of the feedback is positive, highlighting their expertise in managing IRS audits and their ability to significantly enhance business revenue. Clients appreciate their hands-on approach and the personalized support they provide to small businesses.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Landscaping Business
5.0 — Allen Street Consulting managed an IRS audit and determined the amount owed to comply with regulations for a landscaping company. They provide accounting services including distributing accounts Read more
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Industry Experience

Allen Street Consulting has demonstrated significant expertise in the landscape and service industries, particularly in assisting small businesses with accounting and tax compliance. Clients have reported a strong positive impact, achieving notable revenue growth and improved financial management. The firm is recognized for its hands-on approach, effective communication, and personalized service, making it a suitable choice for businesses seeking robust financial guidance and operational support.
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Other Industry

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed a positive sentiment regarding Allen Street Consulting's cost-effectiveness, noting monthly investments between $200 and $400. One client highlighted a significant revenue growth of $200,000 over five years, attributing this success to the firm's guidance and hands-on support. The value for money is emphasized by the sustained relationship with the firm, suggesting satisfaction with both the services rendered and the overall investment. Overall, clients find their pricing reasonable for the quality of service provided.
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Braj Aggarwal, CPA, P.C.

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Jackson Heights, NY

Services provided

80% Accounting

10% Finance & Accounting Outsourcing (FAO)

10% Financial Advising & Planning

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

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Reviews mention High-quality work
Clients consistently praise Braj Aggarwal, CPA, P.C. for delivering high-quality work that exceeds expectations. One reviewer noted the firm's 'excellent, full-suite accounting services' and emphasized their timely and effective support. The presence of dedicated account managers further enhances the client experience, ensuring efficient communication. Overall, the sentiment reflects strong satisfaction with the quality and reliability of the services provided.

Accounting Services for Technology Company

5.0 Feb 25, 2022

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

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

Braj Aggarwal, CPA, P.C. demonstrates strong expertise in the IT Services and Manufacturing sectors. Clients in IT praised their full-suite accounting services and effective communication, highlighting timely support and exceeding expectations. In Manufacturing, their auditing capabilities were noted for compliance with standards and efficient processes, facilitating smooth audits. Overall, client sentiment is positive, particularly in the technology and manufacturing industries, making them a suitable choice for firms seeking responsive and knowledgeable accounting and auditing services.
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IT Services Manufacturing

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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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Liv Data LLC

5.0 2 reviews

$25,000+

$300+ / hr

2 - 9

New York, NY

Services provided

20% Accounting

20% Finance & Accounting Outsourcing (FAO)

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Fractional CFO Services

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

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2 of 2 reviews are 5 stars

Unknown avg. project cost

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

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

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Average Project Cost Breakdown

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

5.0 1 review

$1,000+

$50 - $99 / hr

10 - 49

Mamaroneck, NY

Services provided

60% Accounting

20% IT Strategy Consulting

10% Business Consulting +1 service

10% Financial Consulting

Account Prism is a professional accounting services firm specializing in financial analysis, management reporting, and revenue cycle management. With a team of 20, they effectively addressed financial challenges faced by clients, leading to improved performance and sustainable growth. Their services are praised for professionalism and responsiveness, with 100% positive feedback highlighting their strategic insights and actionable recommendations.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Consulting & Accounting for Healthcare Company
5.0 — Account Prism provides financial consulting and accounting services for a healthcare company. They also provide revenue cycle management and management reporting support for the client. Read more
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Industry Experience

Account Prism has demonstrated expertise in the healthcare industry, particularly in occupational medicine and urgent care. Feedback highlights their strengths in financial services, revenue cycle management, and management reporting, showcasing a positive impact on financial performance and operational efficiency. Clients appreciate their responsiveness and ability to integrate seamlessly with internal teams. Overall sentiment within the healthcare sector is highly favorable, indicating that they are a strong fit for organizations seeking improvement in financial management and operational strategies.
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Healthcare

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Account Prism's competitive pricing and overall value for money. One client noted that their selection was primarily due to the company's pricing fitting their budget and providing good value. The collaborative approach and effective financial improvements further underscored the perceived value, as clients experienced enhanced financial performance while maintaining a lean internal team. Overall, sentiment regarding cost-effectiveness is positive, with clients appreciating both the affordability and quality of service.
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BestCFO

5.0 1 review

$1,000+

< $25 / hr

10 - 49

new york, NY

Services provided

20% Accounting

20% Business Consulting

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Fractional CFO Services

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

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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Hauppauge, NY

Services provided

80% Accounting

20% Business Consulting

AVZ is a comprehensive accounting services firm specializing in tax preparation, financial advisory, and business auditing. With 100% positive feedback, clients commend their depth of knowledge and professionalism. Notably, 100% of reviewers highlight timely document preparation and responsive communication. AVZ is particularly valued for their expertise across a wide range of accounting specialties.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Software Consulting Company
5.0 — AVZ files the client's quarterly tax returns in multiple states. Additionally, they provide financial consultancy, create banking relationships, and helps with the client's individual tax Read more
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Industry Experience

AVZ has demonstrated strong expertise in the Software industry, particularly in accounting and tax services. They have been praised for their depth of knowledge, timely document preparation, and responsiveness to client needs. The ongoing partnership highlights their reliability and effectiveness in delivering financial advice and managing corporate tax returns. Overall, their positive impact suggests they are a strong fit for clients in the Software sector seeking comprehensive accounting solutions.
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Software

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive AVZ as providing good value for money, particularly noting their expertise and timely service over long-term engagements. One client mentioned a significant investment of $300,000, indicating satisfaction with their comprehensive accounting support. While there was a suggestion to lower rates, this was not considered a major issue, reflecting an overall positive sentiment regarding the cost relative to the quality of service received.
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Sternbach & Rose, CPAs

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Valhalla, NY

Services provided

80% Accounting

20% Business Consulting

Sternbach & Rose, CPAs is an accounting firm offering services such as bookkeeping, tax preparation, and financial consulting. Clients commend their expertise, reliability, and personalized approach, with 100% positive feedback highlighting time savings and accurate IRS compliance. Notably, Sternbach & Rose is praised for effective communication and expertise in handling specialized business needs.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Payroll Services for Accessories Retailer
5.0 — Sternbach & Rose, CPAs provide bookkeeping, payroll, and tax filing services to an e-commerce company. They also consult on other financial needs. Read more
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Industry Experience

Sternbach & Rose, CPAs have received positive feedback primarily from the retail sector, particularly in e-commerce. Clients commend their expertise in bookkeeping, tax filing, and payroll management, highlighting their ability to resolve complex accounting issues and provide strategic advice, especially during crises like COVID-19. Overall sentiment from the retail industry is highly favorable, with clients appreciating the personalized service and strong partnership approach, indicating a strong fit for businesses in e-commerce and related fields.
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Retail

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise Sternbach & Rose, CPAs for their exceptional value and pricing. One client noted an investment of approximately $20,000 since 2010, highlighting significant improvements in bookkeeping and tax accuracy, which alleviated previous IRS issues. The firm's responsiveness and personalized approach, particularly from Ellen, further enhance the perceived value, with clients feeling treated as partners. Overall, the sentiment reflects strong satisfaction regarding cost-effectiveness and the quality of services provided.
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Dansa D’Arata Soucia LLP

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Buffalo, NY

Services provided

75% Accounting

25% Business Consulting

Dansa D’Arata Soucia LLP is a comprehensive accounting service provider, offering expertise in bookkeeping, tax preparation, and financial advisory services. With a focus on personalized attention, 100% of reviewers highlight their professional and timely service, although initially, clients experienced some inconsistency with contact assignments. The firm is praised for minimizing tax consequences and effectively navigating audits.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping Services for Medical Practice
5.0 — When their longtime personal client opened a medical practice, Dansa D’Arata Soucia came on board as business accounting consultants. The team provides a range of services, including Read more
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Industry Experience

Dansa D’Arata Soucia LLP demonstrates strong expertise in the healthcare industry, particularly in supporting medical practices with financial assessments, tax preparation, and bookkeeping. Clients commend their personalized attention, prompt communication, and effective representation during audits. Overall sentiment is highly positive, highlighting their impact on efficiency and financial management. Their experience suggests a good fit for clients in the healthcare sector seeking comprehensive financial guidance.
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Healthcare

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Average Project Cost Breakdown

What Clients Have Said
Clients commend Dansa D'Arata Soucia LLP for their cost-effectiveness and value for money, noting significant savings in both time and finances. One client highlighted the firm's ability to minimize tax consequences and provide excellent personal attention, stating, 'Their services have definitely saved a lot of time, money, and hassle.' Overall, the sentiment is positive, with clients appreciating the prompt and professional response times relative to the investment made.
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Baharestani & Ritt LLP

5.0 1 review

Undisclosed

Undisclosed

2 - 9

New York, NY

Services provided

50% Accounting

50% Financial Advising & Planning

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

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Flushing, NY

Services provided

100% Accounting

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

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

4.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

New York, NY

Services provided

60% Accounting

40% Business Consulting

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

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0 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

3.0 1 review

Undisclosed

Undisclosed

250 - 999

New York, NY

Services provided

100% Accounting

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

3.0 1 review

Undisclosed

Undisclosed

10 - 49

Pittsford, NY

Services provided

80% Accounting

20% Business Consulting

RDG+Partners is an accounting service provider specializing in tax preparation, financial planning, and strategic business consulting. Reviews indicate a mixed performance; while 50% of the engagement period was marked by effective service and strong strategic guidance, the latter half suffered due to inadequate project management and team transitions, resulting in a decline in service quality.

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Industry Experience

RDG+Partners has garnered feedback primarily from the Advertising & Marketing industry, where they demonstrated strong initial expertise in financial oversight, strategic guidance, and business consulting. Clients appreciated their proactive engagement and effective strategies; however, sentiment declined due to issues with team transitions and communication over time. Potential clients in this industry should ensure senior-level oversight to maintain quality service throughout their engagement.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed mixed sentiments regarding RDG+Partners' cost and value for money. One reviewer noted an investment of approximately $50,000 over several years, initially appreciating the quality of service and strategic guidance. However, dissatisfaction grew due to a decline in performance and lack of communication in later stages, leading to concerns about the value received. It is advised that future clients ensure senior oversight for sustained quality.
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APISCRAPY

5.0 3 reviews

$1,000+

< $25 / hr

50 - 249

New York, NY

Services provided

30% BI & Big Data Consulting & SI

10% Commercial Brokerage Services

10% Commercial Development +6 services

10% Commercial Property Management

10% Direct Marketing

10% Financial Advising & Planning

10% Media Planning & Buying

5% Fulfillment

5% Search Engine Optimization

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

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Reviews mention Well-organized projects
Clients have consistently praised APISCRAPY for their well-organized projects, highlighting effective project management and pro-active communication. One client noted the team's attention to detail and their ability to deliver accurate and comprehensive data sets on time, significantly enhancing logistics operations. While there is a suggestion for more frequent progress updates, overall sentiment reflects a high level of satisfaction with the organization and execution of projects.

Data Scraping & Market Research for Logistics Company

5.0 Oct 10, 2023

Effective project management for our data scrapping with pro-active communication. Their attention to detail and ability to gather and organize complex data sets are unparalleled. Accuracy and timeliness of the data were impressive. Only suggestion for improvement would be to provide more frequent progress updates to better align with our project management needs.
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Industry Experience

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

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Average Project Cost Breakdown

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

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

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

25% Accounting

25% Finance & Accounting Outsourcing (FAO)

25% Financial Advising & Planning +2 services

15% Funding & Investment

10% Commercial Financing

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

5.0 4 reviews

Undisclosed

$100 - $149 / hr

2 - 9

New York, NY

Services provided

20% Accounting

40% Fractional CFO Services

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

20% Tax Law

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

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Reviews mention Timely
Overall, clients express a highly positive sentiment regarding the timeliness of sebCFO's services. One client noted, "everything is organized, timely, and accurate," allowing them to focus on business growth. Another stated, "Seb always delivers on time and is extremely professional, honest, and responsive." Additionally, a third client emphasized that they have never experienced delays, remarking, "SebCFO always delivers on time!" This consistent feedback underscores sebCFO's reliability in meeting deadlines and client needs.

Accounting Services for Medical Practice

5.0 Jun 5, 2025

Increased income, timely filing of P and L and taxes, and accurate bookkeeping which frees up my time to work more on patient care. Seb always delivers on time and is extremely professional, honest, and responsive.
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Bookkeeping & Financial Advisory for Meal Prep Company

5.0 Jun 5, 2025

On the bookkeeping side, everything is organized, timely, and accurate. Having that consistency allows me to focus on growth, knowing our financials are in solid hands.
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Bookkeeping & Financial Advising for Coffee Catering Company

5.0 Jun 6, 2025

SebCFO always delivers on time! never late.
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4 of 4 Accounting reviews are 5 stars

4 new reviews for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

4.0 2 reviews

Undisclosed

< $25 / hr

250 - 999

New York, NY

Services provided

10% Accounting

30% Back Office Outsourcing

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

20% IT Managed Services

10% Digital Strategy

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

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Reviews mention Professional
Cogneesol has received high praise for its professionalism, particularly through the performance of Hridyesh, who is described as 'incredibly smart, intuitive, proactive, and an absolute asset' to the team. Clients appreciate his ability to communicate effectively and build personal connections, enhancing team dynamics. The overall sentiment reflects a strong satisfaction with Cogneesol's services, noting their professionalism paired with a personable approach, leading to successful outcomes in workflow efficiency.

Back-Office Support for Independent Insurance Agency

5.0 Feb 24, 2020

Hridyesh is incredibly smart, intuitive, proactive, and an absolute asset to our team. He has shown the drive and desire to go above and beyond for Click, and communicates incredibly well with the rest of the team. The level of professionalism, but not lacking in personality, is what we found most impressive about this company. Hriyesh has shown that he's not just a 'robot' taking orders, but a person with a sense of humor and we appreciate that!
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Industry Experience

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

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Average Project Cost Breakdown

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

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

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

New York, NY

Services provided

80% Accounting

20% Business Consulting

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

Not yet reviewed

Undisclosed

$25 - $49 / hr

2 - 9

Brooklyn, NY

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

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

300 Wyckoff Ave
Brooklyn, NY 11237
2 - 5

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Bernard Nickels & Associates

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

25% Accounting

50% HR Consulting

25% IT Managed Services

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

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

New York, NY

Services provided

20% Accounting

80% Finance & Accounting Outsourcing (FAO)

Bikham Finance, a Finance & Accounting Outsourcing (FAO) company, focuses on Finance & Accounting Outsourcing (FAO) and Accounting. The agency is headquartered in New York, New York and Delhi,
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Business Development Machine

Not yet reviewed

$10,000+

$300+ / hr

2 - 9

Merrick, NY

Services provided

50% Business Consulting

15% Financial Advising & Planning

15% Marketing Strategy +2 services

10% Corporate Training & Coaching

10% Other Marketing

Business Development Machine is a Business Consulting company launched in 2014. The firm focuses on Business Consulting and Marketing Strategy.
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Merrick, NY

1962 Horatio Avenue
Merrick, NY 11566
2 - 5

1-516-544-8118

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DCG | CPA and Management Consulting Firm

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

50% Accounting

50% Fractional CFO Services

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

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Reviews mention High-quality work
Clients consistently commend DCG | CPA and Management Consulting Firm for delivering high-quality work, particularly in tax preparation and financial management. One CEO highlighted their successful tax filings and streamlined operations, noting the firm's excellent communication and personal consulting approach. The client emphasized that DCG's services far exceeded those of previous providers, indicating a strong alignment with company values and a commitment to compliance.

Tax Preparation for Marketing Agency

5.0 Aug 7, 2023

Successful submission of tax filings. Multiple months of successful book keeping, accounting, and financial office operations. Confidence in financial projections.
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2 of 2 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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New York, NY

379 West Broadway
New York, NY 10012
2 - 5

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Mortar Group

Not yet reviewed

$250,000+

Undisclosed

2 - 9

New York, NY

Services provided

75% Commercial Development

20% Financial Advising & Planning

5% Commercial Property Management

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

Not yet reviewed

$1,000+

Undisclosed

10 - 49

New York, NY

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

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

Not yet reviewed

Undisclosed

$200 - $300 / hr

2 - 9

New York, NY

Services provided

50% Accounting

50% Blockchain

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

Not yet reviewed

$1,000+

$100 - $149 / hr

1,000 - 9,999

New York, NY

Services provided

100% Accounting

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

Not yet reviewed

Undisclosed

Undisclosed

10,000+

New York, NY

Services provided

25% Accounting

25% Business Consulting

25% Commercial Financing +1 service

25% Financial Advising & Planning

Deloitte is a large Business Consulting company based in Toronto, Canada and New York, New York. Their services include Business Consulting and Commercial Financing.
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New York, NY

30 Rockefeller Plaza
New York, NY 10112

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Agro Accounting CPA

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

Brooklyn, NY

Services provided

100% Accounting

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

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

100% Accounting

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

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

New York, NY

Services provided

80% Accounting

20% Business Consulting

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

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

New York, NY

Services provided

100% Accounting

Located in New York, New York, Acuity Knowledge Partners is an Accounting company. The team specializes in Accounting.
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1040 abroad

Not yet reviewed

$1,000+

Undisclosed

2 - 9

New York, NY

Services provided

50% Accounting

30% Financial Advising & Planning

20% Business Consulting

1040 abroad, an Accounting company, was founded in 2012. Headquartered in New York, New York, the team provides Accounting and Financial Advising & Planning.
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ReSource Pro

Not yet reviewed

$5,000+

Undisclosed

10,000+

New York, NY

Services provided

50% Back Office Outsourcing

50% Insurance Services & Brokers

In New York, New York, ReSource Pro is a large Insurance Services & Brokers and Back Office Outsourcing company. Their services include Insurance Services & Brokers and Back Office Outsourcing.
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Acclarity

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Victor, NY

Services provided

20% Accounting

20% Commercial Financing

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Fractional CFO Services

Acclarity is an accounting services firm that specializes in KPI dashboard creation, interim accounting support, and financial consulting. With 100% positive feedback, clients commend their technological proficiency and responsiveness. Approximately 50% of reviewers highlight their adeptness in data analytics and financial reporting, which aids in informed business decision-making.

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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Consulting for Dermatology Clinic
5.0 — Acclarity provides financial consulting services for a dermatology clinic. The team assists the client with setting up routine KPI reporting, interim accounting support, and ad hoc financial Read more
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Industry Experience

Acclarity has demonstrated expertise in the Financial Services and Healthcare industries, providing valuable services such as KPI dashboard creation, interim accounting support, and financial consulting. Clients praised their responsiveness, competence in data analytics, and ability to deliver meaningful insights that enhance decision-making. Overall, feedback indicates strong performance and impact, particularly in supporting operational improvements and strategic resource alignment, making them a suitable partner for companies in these sectors.
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Healthcare

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Acclarity's strong value for money, noting that their services provide effective solutions at a competitive cost. For instance, one client emphasized selecting Acclarity due to 'good value for cost,' while another mentioned their ability to deliver timely and meaningful data that enhances decision-making. Overall, the sentiment reflects satisfaction with Acclarity's pricing relative to the quality of service provided, reinforcing their reputation as a reliable partner for financial consulting.
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Victor, NY

1595 Moseley Road
Victor, NY 14564
16 - 20

(585) 899-4072

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Syed Professional Services

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Brooklyn, NY

Services provided

100% Accounting

Syed Professional Services is an Accounting company. Their team is based in Brooklyn, New York and specializes in Accounting.
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iRCM, Inc

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Brooklyn, NY

Services provided

45% Back Office Outsourcing

25% Insurance Services & Brokers

20% Business Consulting +1 service

10% Financial Consulting

Launched in 2011, iRCM, Inc is a Back Office Outsourcing company. Their team provides Back Office Outsourcing and Insurance Services & Brokers.
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Reviews mention Well-organized projects

Marketing Strategy & Website Design for Bank

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What Clients Have Said

CSTMR is very responsive

Recruitment & Mgmt Support for Technology & Accounting Firm

Industry Experience

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Reviewed 2 times in the past 6 months

Accounting Services for Insurance Agency

George Dimov, CPA is very responsive

Reviews mention Great project management

Accounting for Code Scanning Company

Reviewed 2 times in the past 6 months

Industry Experience

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Core Accounting Services

Reviews mention Communicative

Tax Management & Consultancy for Medical Dosimetry Provider

Tax Management & Consultancy for Medical Dosimetry Provider

Average Project Cost Breakdown

What Clients Have Said

Accounting & Bookkeeping for Documentary Production Company

Industry Experience

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What Clients Have Said

Quant Solutions is very responsive

Reviews mention Flexible

Accounting & Bookkeeping Services for Food Startup

Accounting Services for Brewed Products Company

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Puts the customer first

Funding & Investment Services for Drinks Company

Reviewed 1 time in the past 6 months

Industry Experience

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Reviews mention Transparent

Accounting for Executive Life Coaching Company

Accounting Services for Stone & Tile Company

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Average Project Cost Breakdown

What Clients Have Said

Goldenthal & Suss Consulting PC is very responsive

Industry Experience

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What Clients Have Said

Reviews mention Experienced

Financial Consultation for Marketing Agency

Financial Consultation for Marketing Agency

Industry Experience

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What Clients Have Said

Reviews mention Trustworthy

Accounting Services for Online Fashion Retail Company

Streamline Bookkeeping & Tax Records for Healthcare Company

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Accounting & CFO Services for SEO Agency

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Reviewed 2 times in the past 6 months

Bookkeeping Services for Promotional Products Company

Industry Experience