Top Financial Services Firms in New York
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$10,000+< $25 / hr250 - 999Overland Park, KS
Services provided
See all 11 projects1840 & Company offers services such as bookkeeping, financial reporting, and accounting support. The reviews indicate a high level of satisfaction with the company's ability to source skilled professionals who deliver timely and efficient results. Clients appreciate the clear communication, global market access, and structured project management that facilitates business growth and enhances operational efficiency.
Accommodating
Efficient
Professional
4.0 out of 5.0 rating for cost
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$25,000+$200 - $300 / hr10 - 49Bee Cave, TX
Services provided
See all 5 projectsCSTMR offers comprehensive digital marketing services including SEO, content development, advertising campaigns, and website development. Reviews across Clutch.co highlight CSTMR's effectiveness in enhancing brand awareness, optimizing ad performance, and providing strategic marketing consultation. Clients commend CSTMR for their excellent project management, domain expertise, and commitment to understanding and aligning with client needs, making them a reliable and innovative marketing partner.
Knowledgeable
Great project management
Accessible
Unique expertise
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$25,000+Undisclosed250 - 999Sydney, Australia
Services provided
See all 1 projectsTalent Formula offers specialized accounting services including bookkeeping, financial analysis, and financial reporting. Their reviews highlight exceptional talent sourcing, efficient recruitment processes, and a strong cultural fit with clients, leading to sustained business growth. Clients particularly commend Talent Formula for their ability to adapt to changing requirements and maintain transparent communication.
Transparent
Efficient
Timely
5.0 out of 5.0 rating for cost
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Services provided
See all 17 projectsGeorge Dimov, CPA provides a comprehensive range of accounting services, including bookkeeping, tax preparation, financial reporting, and strategic financial advice. The reviews highlight their expertise, professionalism, attention to detail, and proactive approach, with clients appreciating their ability to identify tax savings and improve financial processes. However, one review noted a lack of attention to detail leading to an error.
4.9 out of 5.0 rating for cost
Communicative
Helpful
Flexible
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
See all 4 projectsGraphite offers comprehensive accounting services including bookkeeping, tax preparation, financial reporting, and accounts payable. Clients consistently praise their reliability, expertise, and seamless communication. The company is lauded for understanding the unique needs of startups and effectively managing financial tasks, enabling clients to focus on core business activities.
Puts the customer first
Communicative
Efficient
Completed projects in 4 cities
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$1,000+$100 - $149 / hr2 - 9New York, NY
Services provided
See all 11 projectsSpear CPA CFP offers a comprehensive range of accounting services, including bookkeeping, tax preparation and planning, financial reporting, audit services, and CFO-level financial analysis and consulting. Clients consistently commend the firm's professionalism, responsiveness, and deep understanding of their business needs. Reviewers highlight the firm's exceptional project management, client-centric approach, and ability to deliver accurate and timely financial solutions, often exceeding expectations.
Helpful
4.9 out of 5.0 rating for cost
Completed projects in 5 cities
Well-organized projects
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$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Services provided
See all 1 projectsVantagePoint Benefit Administrators offers comprehensive HR and benefits management services, including medical, dental, vision needs, payroll management, compliance, and HR-related training. The overall feedback highlights their expertise, organized project management, and exceptional leadership. Clients appreciate their holistic HR knowledge and guidance, making them a trusted partner for ongoing business needs.
5.0 out of 5.0 rating for cost
Understands the needs of their clients
Well-organized projects
Knowledgeable
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$1,000+$100 - $149 / hr50 - 249New York, NY
Services provided
See all 3 projects1-800Accountant offers a range of accounting services including bookkeeping, tax preparation, financial planning, and business advisory. Reviews highlight their expertise and responsiveness, but also note issues with consistency and customer support. Overall, clients appreciate their cost-effective solutions and knowledgeable staff, although there are concerns about the quality and stability of their personnel.
3 fixed price packages
Knowledgeable
2.8 out of 5.0 rating for cost
Very responsive
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UndisclosedUndisclosed2 - 9Valley Stream, NY
Services provided
See all 2 projectsImperial Advisory, CFOs provides expert financial services including Financial Analysis and CFO consultancy. Reviews consistently highlight their exceptional professionalism, rapid response times, and valuable insights, resulting in highly satisfactory outcomes. Clients appreciate their seamless processes and decades of relevant experience, making them a reliable choice for financial guidance.
Reviewed 1 time in the past 6 months
Professional
Knowledgeable
1 review mentions Accounting
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
See all 5 projectsAccountants on Air provides a comprehensive suite of services including bookkeeping, tax preparation, financial reporting, and general financial services. Reviews highlight their exceptional efficiency, personalized approach, and trustworthiness. Clients consistently praise their effective communication, timely task completion, and the substantial financial savings achieved through their guidance.
3.8 out of 5.0 rating for cost
Personable
Accommodating
Trustworthy
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Undisclosed$150 - $199 / hr10 - 49New York, NY
Services provided
See all 1 projectsBurton & Co., CPAs offers comprehensive accounting services including bookkeeping, tax preparation, financial analysis, and CFO services. Reviews highlight their adaptability, technological fluency, and exceptional communication. Clients commend their ability to simplify complex financial processes, resulting in significant improvements in cash flow management and financial planning.
Unique expertise
High-quality work
Knowledgeable
Puts the customer first
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UndisclosedUndisclosed2 - 9Buffalo, NY
Services provided
See all 1 projectsAllen Street Consulting offers a range of services including bookkeeping, financial reporting, and audit services. Reviews highlight their comprehensive support in areas such as IRS audits, QuickBooks setup, and monthly reconciliations, leading to significant business growth. Clients appreciate their hands-on approach and personalized service, which has resulted in sustained business relationships.
Team players
Puts the customer first
Understands the needs of their clients
4.0 out of 5.0 rating for cost
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UndisclosedUndisclosed10 - 49Jackson Heights, NY
Services provided
See all 2 projectsBraj Aggarwal, CPA, P.C. offers a range of accounting services, including audit services, bookkeeping, and tax preparation. Reviews highlight their adherence to auditing standards, effective project management, and client education. Clients commend the firm's personalized service and timely, effective communication, noting the ease of direct interaction with senior staff and the overall smooth process.
Exceeds expectations
5.0 out of 5.0 rating for cost
Experienced
Accessible
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$1,000+$50 - $99 / hr10 - 49Mamaroneck, NY
Services provided
See all 1 projectsAccount Prism offers comprehensive financial services, including Bookkeeping, Financial Reporting, and management of Revenue Cycle processes. Their reviews highlight their professionalism, strategic insights, and cost-effective solutions, which have led to significant improvements in financial performance and operational efficiency for their clients. Clients appreciate their responsiveness, commitment, and ability to meet deadlines, positioning them as a reliable partner in accounting and financial management.
Results-oriented
Team players
Professional
1 review mentions Accounting
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$1,000+< $25 / hr10 - 49new york, NY
Services provided
See all 1 projectsBestCFO offers comprehensive CFO services, focusing on financial optimization, compliance, and strategic growth guidance. Feedback highlights their ability to enhance cash flow stability and streamline financial reporting, facilitating informed business decisions. Clients commend BestCFO for their expertise, responsiveness, and timely project delivery, making them a highly recommended partner for financial advisory needs.
Knowledgeable
Helpful
5.0 out of 5.0 rating for cost
Timely
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UndisclosedUndisclosed50 - 249Hauppauge, NY
Services provided
See all 1 projectsAVZ offers comprehensive accounting services, including corporate tax returns, quarterly reviews, financial advice, and personal tax preparation. Their reviews emphasize consistent, timely document preparation and a deep breadth of expertise in various accounting specialties. Clients particularly appreciate AVZ's professionalism and responsiveness, citing long-term satisfaction over decades of engagement.
5.0 out of 5.0 rating for cost
1 review mentions Accounting
Professional
Unique expertise
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UndisclosedUndisclosed2 - 9Valhalla, NY
Services provided
See all 1 projectsSternbach & Rose, CPAs offers comprehensive bookkeeping, tax preparation, payroll, and financial consulting services. Clients consistently commend their expertise, responsiveness, and ability to handle complex financial matters efficiently. The firm is praised for its reliable communication and personalized approach, fostering long-term partnerships.
Easy to reach
Communicative
Understands the needs of their clients
1 review mentions Accounting
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UndisclosedUndisclosed10 - 49Buffalo, NY
Services provided
See all 1 projectsDansa D’Arata Soucia LLP offers comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and audit services. Clients consistently highlight the firm’s personalized attention, professional responsiveness, and effective financial guidance. Their expertise in tax preparation and ongoing support services, such as QuickBooks training, are especially commended.
Professional
Great project management
Easy to reach
5.0 out of 5.0 rating for cost
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
See all 1 projectsBaharestani & Ritt LLP Baharestani & Ritt LLP offers comprehensive tax preparation and financial analysis services. Over two decades, their client has praised their deep understanding of tax laws and efficient project management. The firm is recognized for its organized and detailed financial reporting, consistently exceeding client expectations.
5.0 out of 5.0 rating for cost
Exceeds expectations
Efficient
High-quality work
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UndisclosedUndisclosed2 - 9Flushing, NY
Services provided
See all 1 projectsLucky Tax Service (Yang Hyonjoo) offers a comprehensive range of accounting services, including bookkeeping, auditing, tax preparation, and financial planning. The reviews highlight their exceptional ability to handle both personal and business accounting needs, particularly during challenging times. Clients appreciate their meticulous project management and the personalized, family-like attention they receive.
5.0 out of 5.0 rating for cost
Proactive
Knowledgeable
Personable
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
See all 1 projectsMazars USA offers services including tax preparation, auditing, and financial reporting. Reviews highlight their effective completion of annual audits and tax filings, with clients praising their communication and organization despite some staff turnover. Overall, clients are satisfied with their services and anticipate utilizing more as their businesses grow.
Helpful
Communicative
Well-organized projects
5.0 out of 5.0 rating for cost
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
See all 1 projectsRaich Ende Malter & Co. LLP provides comprehensive accounting services including bookkeeping, tax preparation, and payroll management. Client feedback highlighted issues with unexpected fee increases and poor communication, despite their professional presentation. Potential customers are advised to ensure clear contractual agreements to avoid billing discrepancies.
0.5 out of 5.0 rating for cost
1 review mentions Accounting
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UndisclosedUndisclosed10 - 49Pittsford, NY
Services provided
See all 1 projectsRDG+Partners offers a comprehensive range of accounting services, including tax preparation, financial planning, and business consulting. While early reviews highlight their strategic guidance and effective management, feedback indicates a decline in service quality and communication when transitioning to a new team, emphasizing the importance of consistent senior-level oversight.
5.0 out of 5.0 rating for cost
1 review mentions Accounting
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
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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UndisclosedUndisclosed10 - 49New York, NY
Services provided
See all 1 projectsOnline Taxman provides tax preparation and accounting services, including end-of-year taxes and incorporation filings. Overall feedback indicates dissatisfaction with their service quality, citing lack of responsiveness, expertise, and project management skills, with clients often needing to correct issues themselves.
1.5 out of 5.0 rating for cost
1 review mentions Accounting
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Undisclosed< $25 / hr250 - 999New York, NY
Services provided
See all 2 projectsCogneesol provides professional business process outsourcing (BPO) services such as data processing and back-office support. Overall feedback highlights their reliability, flexibility, and effective team communication. Clients appreciate the responsiveness and professionalism of Cogneesol's employees, although some suggest improvements in proactive communication and meeting deadlines.
Communicative
Accommodating
Personable
Proactive
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$1,000+$25 - $49 / hr2 - 9New York, NY
Services provided
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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Undisclosed$25 - $49 / hr2 - 9Brooklyn, NY
Services provided
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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UndisclosedUndisclosed10 - 49New York, NY
Services provided
HR Consulting company Bernard Nickels & Associates is in New York, New York. They offer HR Consulting and Accounting.
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$1,000+< $25 / hr10 - 49New York, NY
Services provided
Bikham Finance, a Finance & Accounting Outsourcing (FAO) company, focuses on Finance & Accounting Outsourcing (FAO) and Accounting. The agency is headquartered in New York, New York and Delhi,
Read more -
$10,000+$300+ / hr2 - 9Merrick, NY
Services provided
Business Development Machine is a Business Consulting company launched in 2014. The firm focuses on Business Consulting and Marketing Strategy.
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Undisclosed$200 - $300 / hr2 - 9Staten Island, NY
Services provided
Founded in 2005, Goldenthal & Suss Consulting PC is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
See all 2 projectsDCG | CPA and Management Consulting Firm offers a range of financial services, including bookkeeping, tax preparation, financial reporting, and CFO services. The reviews highlight their effective project management, timely delivery, and personalized consultation. Clients appreciate their streamlined financial operations and reliable support, noting that their services significantly improve financial efficiency and compliance.
2 reviews mention Accounting
Unique expertise
Timely
5.0 out of 5.0 rating for cost
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UndisclosedUndisclosed10 - 49Syracuse, NY
Services provided
Hiline, an Accounting company, focuses on Accounting and HR Outsourcing. The firm is based in Syracuse, New York.
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$250,000+Undisclosed2 - 9New York, NY
Services provided
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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$1,000+Undisclosed10 - 49New York, NY
Services provided
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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Undisclosed$200 - $300 / hr2 - 9New York, NY
Services provided
My Crypto CPA is a Blockchain and Accounting company launched in 2021. Their services include Blockchain and Accounting.
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$1,000+$100 - $149 / hr1,000 - 9,999New York, NY
Services provided
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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$1,000+$25 - $49 / hr2 - 9Brooklyn, NY
Services provided
Agro Accounting CPA is a small Accounting company. They specialize in Accounting and were launched in 2009.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Digital Alpha is a custom software development firm. Launched in 2019, the agency provides Custom Software Development and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
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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UndisclosedUndisclosed250 - 999New York, NY
Services provided
Anchin is an Accounting company. The agency is in New York, New York. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
Located in New York, New York, Acuity Knowledge Partners is an Accounting company. The team specializes in Accounting.
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$1,000+Undisclosed2 - 9New York, NY
Services provided
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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UndisclosedUndisclosed10 - 49Brooklyn, NY
Services provided
Syed Professional Services is an Accounting company. Their team is based in Brooklyn, New York and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
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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Undisclosed< $25 / hr50 - 249New York, NY
Services provided
Fingercheck is a New York, New York-based HR Consulting company. They specialize in HR Consulting and Recruiting.
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$1,000+$25 - $49 / hr50 - 249Syracuse, NY
Services provided
Dannible & McKee is an Accounting company. The firm is headquartered in Syracuse, New York. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Schulman Lobel is a New York, New York-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Gould+Partners LLC is an Accounting company. They are in New York, New York and have small team. They specialize in Accounting and Marketing Strategy.
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
Insurance Services & Brokers company Distinguished Programs is located in New York, New York. The team provides Insurance Services & Brokers.
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$10,000+Undisclosed50 - 249New York, NY
Services provided
Alpha Root is an Insurance Services & Brokers company. Based in New York, New York, their midsize team specializes in Insurance Services & Brokers. The company was launched in 2017.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Established in 1980, Alliance Global Partners is a small Funding & Investment company. Their team offers Funding & Investment and Financial Consulting.
Read more
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Build My Project BriefList of the Top 15 New York Financial Services Companies
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
30.8/40.016.2/20 Reviews8.3/10 Clients & Experience6.3/10 Market PresenceService focus
34% Accounting66% Other -
$1,000+$100 - $149 / hr2 - 9New York, NY
Ability to deliver
24.8/40.016.6/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
80% Accounting20% Other -
$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.8/40.016.4/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
10% Financial Advising & Planning50% Insurance Services & Brokers40% Other -
$1,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
23.7/40.09.4/20 Reviews5.7/10 Clients & Experience8.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Valley Stream, NY
Ability to deliver
23.2/40.015.6/20 Reviews2/10 Clients & Experience5.6/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
23.1/40.015.8/20 Reviews2.7/10 Clients & Experience4.6/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$150 - $199 / hr10 - 49New York, NY
Ability to deliver
22.6/40.016.2/20 Reviews1/10 Clients & Experience5.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9Buffalo, NY
Ability to deliver
22/40.016.2/20 Reviews1.4/10 Clients & Experience4.4/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Jackson Heights, NY
Ability to deliver
21.6/40.016.2/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
80% Accounting10% Financial Advising & Planning10% Other -
$1,000+$50 - $99 / hr10 - 49Mamaroneck, NY
Ability to deliver
20.6/40.016.6/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr10 - 49new york, NY
Ability to deliver
20.4/40.016.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed50 - 249Hauppauge, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9Valhalla, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Buffalo, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed2 - 9New York, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Flushing, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Pittsford, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
8.6/40.00/20 Reviews1.8/10 Clients & Experience6.9/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
8.2/40.08.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
Undisclosed< $25 / hr250 - 999New York, NY
Ability to deliver
20.8/40.013/20 Reviews1.3/10 Clients & Experience6.4/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$25 - $49 / hr2 - 9New York, NY
Ability to deliver
7.3/40.00/20 Reviews2.7/10 Clients & Experience4.6/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$25 - $49 / hr2 - 9Brooklyn, NY
Ability to deliver
7.2/40.00/20 Reviews2.1/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
7/40.00/20 Reviews0/10 Clients & Experience7/10 Market PresenceService focus
25% Accounting75% Other -
$1,000+< $25 / hr10 - 49New York, NY
Ability to deliver
6.9/40.00/20 Reviews1.8/10 Clients & Experience5.2/10 Market PresenceService focus
20% Accounting80% Other -
$10,000+$300+ / hr2 - 9Merrick, NY
Ability to deliver
6.6/40.00/20 Reviews2.1/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
Undisclosed$200 - $300 / hr2 - 9Staten Island, NY
Ability to deliver
6.6/40.00/20 Reviews1.4/10 Clients & Experience5.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
25.7/40.016.4/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other