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Top Financial Services Firms in New York

Ratings Updated: June 21, 2026

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves New York

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients have praised CSTMR for their deep understanding of the fintech space and effective rebranding strategies. One client noted a tripling of website traffic and customer roster after a comprehensive engagement, highlighting CSTMR's responsiveness and methodical project management. Feedback emphasized the team's impressive knowledge in content, branding, and design, with no significant areas for improvement mentioned. Overall, the sentiment reflects strong satisfaction and confidence in CSTMR's capabilities.
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Industry Experience

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

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Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

This provider is fluent in 2 languages:

English

Spanish

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves New York

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

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

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

4.9 36 reviews

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Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

New York, NY

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.

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Reviews mention Communicative
Client feedback consistently highlights the strong communication skills of George Dimov, CPA. Reviews emphasize their promptness and clarity, with clients noting 'fast replies' and 'incredibly prompt, professional and courteous communication.' One client remarked on the 'healthy, reliable, and solution-oriented' communication flow, while another appreciated the 'incredible transparency' throughout the process. Overall, the sentiment reflects high satisfaction with the firm's communicative approach and responsiveness to client needs.

Accounting Services for Insurance Agency

5.0 Jan 31, 2024

Parts of the project did take longer than expected, but through no fault of George Dimov, CPA. His whole team was great at communicating any issues that popped up, their needs, and solutions every step of the way. Email or Messaging App was the primary form of communication with George Dimov, CPA.
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Accounting for Financial Management Company

5.0 Apr 12, 2021

It is very easy to work with George Dimov CPA. Communication flow is healthy, reliable, and solution-orientated. They provide many avenues of communication and are easy to contact and quick to respond. Our communication was consistent weekly/bi-monthly throughout the year.
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Accounting Services for Digital Media Agency

5.0 Feb 28, 2021

The whole team offered incredible transparency and communication throughout the entire process, and always met the timelines they promised us. They always get the job done on time and provide follow-up service within reach and ease.
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Tax Services for Corporation

5.0 May 6, 2020

Workflow was great. Communication strong and I appreciated their attention to detail. The willingness to put in the hours necessary to get the job done was impressive, with no complaint or pushback.
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Accounting, QuickBooks Setup & Tax Return for Translation Co

5.0 Oct 30, 2025

Fast replies which included all the information that was needed to take an informed and appropriate decision. George Dimov, CPA's communication is easy, and everything happens quickly with no mistakes.
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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight George Dimov, CPA's competitive pricing and excellent value for money. For instance, one client noted that their pricing fit their budget while providing good value for the cost. Another client emphasized the significant tax savings achieved through strategic planning, stating they saved over $100,000 annually. Overall, the sentiment is overwhelmingly positive, with clients appreciating both the affordability and the high quality of service provided.
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More responsive than most other service providers

George Dimov, CPA is responsive
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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, financial statement preparation, and fractional CFO services. Reviews indicate a 100% positive feedback rate, highlighting their timely project delivery, strong expertise in e-commerce, and proactive approach. Their services range from tax filings and compliance to HR management and financial reporting, demonstrating high responsiveness and competency.

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Reviews mention Unique expertise
Clients have expressed a positive sentiment regarding Hiline's unique expertise, particularly in e-commerce. One client noted their 'impressive unique expertise in e-commerce' and highlighted the team's responsiveness and competence. Additionally, the provision of GAAP-level accounting and timely tax filings further underscores their specialized knowledge. Overall, feedback indicates a strong appreciation for Hiline's capabilities in managing complex financial tasks effectively.

Fractional CFO, Accounting & HR Services for Food Company

5.0 Mar 10, 2025

The Hiline team is very responsive and available. I'm impressed by their unique expertise in e-commerce. Always on time and highly competent.
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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 client feedback on Hiline reflects a strong overall sentiment, highlighting their excellent project management and proactive approach. Notably, a finance head praised their timely tax filing and cost efficiencies, while the CEO of BackEngine commended their bookkeeping and payroll services, noting a significant reduction in time spent on back-office tasks. Both clients emphasized Hiline's alignment with their company values and found the collaboration to be seamless, with no areas for improvement identified.
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2 of 2 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Code Scanning Company
5.0 — Hiline provided tax compliance services for a code scanning company. The team helped with US state and federal income tax returns, including filing, calculation, and ongoing support. Read more
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What Clients Have Said
Clients consistently highlight Hiline's excellent value for money, noting their pricing aligns well with budgetary constraints. For instance, one CEO praised Hiline for their pricing fit and high ratings, which influenced their choice. Additionally, clients report significant time savings and enhanced operational clarity, attributing these efficiencies to Hiline's proactive approach and timely deliveries. Overall, the sentiment towards Hiline's cost-effectiveness and service quality is overwhelmingly positive.
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1-800Accountant

4.5 31 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

100% Accounting

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

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Industry Experience

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

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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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More responsive than most other service providers

1-800Accountant is very responsive
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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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Mortar Group

5.0 1 review
Verified

$25,000+

Undisclosed

2 - 9

Brooklyn, NY

Services provided

60% Commercial Development

30% Funding & Investment

10% Financial Advising & Planning

Mortar Group is a real estate investment firm offering comprehensive investment services, as evidenced by their ability to deliver financial returns exceeding 25% over three years. All reviews reflect positive feedback, highlighting their excellent team and effective virtual communication, with 100% of reviewers praising their performance and indicating no areas for improvement.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

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

The Mortar Group has demonstrated significant expertise in the financial services industry, particularly in enhancing real estate return performance. Clients report impressive financial returns exceeding 25% over three years, highlighting the provider's strong impact and project management capabilities. Feedback emphasizes the professionalism and competence of their team, suggesting they are a strong fit for financial organizations seeking growth support and operational resources.
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Financial services

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed high satisfaction with Mortar Group's cost-effectiveness, highlighting a return on investment exceeding 25% within three years. One client noted their choice of Mortar Group over competitors due to proximity and found their services to deliver significant value without any identified areas for improvement. Overall sentiment reflects that the company provides exceptional value for money, making it a compelling option for prospective buyers.
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Quant Solutions

5.0 2 reviews
Verified

Undisclosed

$50 - $99 / hr

2 - 9

New York, NY

Services provided

25% Accounting

40% Finance & Accounting Outsourcing (FAO)

35% Back Office Outsourcing

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

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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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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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leadforce.info

4.6 21 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

45% Funding & Investment

35% Financial Consulting

15% Financial Advising & Planning +1 service

5% Other Marketing

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

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Reviews mention Communicative
Clients consistently praised Leadforce.info for their effective communication and responsiveness throughout various projects. One client noted the team's 'positive communication with a friendly approach,' while another highlighted their 'great communication throughout' and 'professional and responsive' staff. The overall sentiment reflects a strong appreciation for the company's commitment to maintaining clear and effective communication, contributing significantly to successful project outcomes.

SMM for FoodTech Company

5.0 Nov 6, 2023

Roksalana and Leadforce were excellent. Before we started the project, we worked together on the message flow and from there it was all in Leadforce's hands. We were kept up-to-date with a detailed report every 2 weeks.
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Lead Generation Services for AI Health Tech Company

5.0 Dec 14, 2022

Communication was clear and rapid. In general, I found them to be thorough and easy to work with.
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Social Media Marketing for Drinks Agency

5.0 Jul 28, 2025

Leadforce.info has been delivering on time. We communicate via email. We’ve been impressed with their communication.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

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

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

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

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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 Reasonable pricing
Clients have consistently highlighted Spear CPA CFP's reasonable pricing as a significant advantage. One client noted that their rates have always been reasonable, contributing to a positive long-term partnership since 2010. The firm's ability to deliver professional services efficiently while maintaining accessible and affordable pricing has been well received, reinforcing overall client satisfaction and trust in their expertise.

Tax and Financial Services for Law Firm

5.0 Dec 12, 2022

Spear CPA CFP is always on the cutting edge of making their business run smoother and easier for their clients. Their rates have also always been reasonable, they’re personable, and they’re easy to communicate with. They are professional and extremely competent.
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Industry Experience

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

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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 consistently express that Spear CPA CFP offers excellent value for money, with many stating that their investment has been worthwhile. One client noted spending $100,000 over several years and remarked on the time saved due to Spear's efficient execution. Another mentioned spending $30,000 to $35,000 and receiving a $5,000 refund due to accurate tax handling. Overall, the sentiment is overwhelmingly positive, highlighting their responsiveness, professionalism, and ability to save clients money.
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New York City, New York (7) Brooklyn, New York (1) Kingston, New York (1) Mount Vernon, New York (1) Rochester, New York (1)

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Goldenthal & Suss Consulting PC

5.0 3 reviews

Undisclosed

$200 - $300 / hr

2 - 9

Staten Island, NY

Services provided

75% Accounting

20% Business Consulting

5% Financial Consulting

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

Goldenthal & Suss Consulting PC is very responsive
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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 Professional
Clients consistently commend Imperial Advisory, CFOs for their professionalism and high-quality deliverables. One client highlighted their impressive ability to conduct a thorough needs analysis and deliver projects ahead of schedule. The responsiveness and extensive industry knowledge of the team further enhance their reputation, with feedback indicating no areas for improvement. Overall, the sentiment reflects strong client satisfaction and confidence in the firm's capabilities.

Business Consulting for Executive Search Firm

4.5 Oct 14, 2023

We're impressed with their professionalism, high-quality work, and extensive industry knowledge.
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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 High-quality work
Clients consistently commend Accountants on Air for their high-quality work and efficiency. One client noted, 'The quality of work is excellent; they’re very efficient,' while another highlighted their 'excellent financial work' that aids in monitoring expenses. The team’s personalized approach and accuracy were also praised, with clients appreciating their ability to customize services to meet specific goals. Overall, sentiment reflects strong satisfaction with the quality and professionalism of services provided.

Accounting Services for Dentist Clinic

5.0 Jan 2, 2022

My books are finally accurate and consistent, which has allowed me to create a strategy for spending, debt service, and investing. They are accurate, and the team customizes what they do to help meet my goals.
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Accounting Services for Online Fashion Retail Company

4.0 Dec 20, 2021

The quality of work is excellent; they’re very efficient. Overall, they take responsibility for any issues and provide excellent service.
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Bookkeeping & Tax Preparation for Media Company

5.0 Dec 20, 2021

Their financial work is excellent and they’re able to help me monitor and correct all of my expenses, fees, and taxes. We’re impressed with their overall service, as they're very well-equipped to handle every financial need.
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3 of 4 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Streamline Bookkeeping & Tax Records for Healthcare Company
5.0 — Accountants on Air was hired to organize and streamline bookkeeping and tax records for a healthcare company. Read more
Read 4 Reviews

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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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Book Tech

4.9 9 reviews

$1,000+

$50 - $99 / hr

50 - 249

Brooklyn, NY

Services provided

100% Accounting

Book Tech is an accounting services company specializing in bookkeeping and financial reporting, offering solutions for QuickBooks and Xero users. The reviews indicate a 100% positive feedback rate, highlighting their budget-friendly pricing and efficient, timely service. Clients appreciate their responsiveness and professionalism, with 67% of reviewers mentioning their prompt and cooperative communication.

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3 of 3 reviews are 5 stars

3 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

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

Book Tech has successfully catered to various industries, including Beauty, eCommerce, and Food & Beverage. Clients praised their expertise in Xero and QuickBooks, highlighting their prompt communication and urgency in addressing project needs. Across the Beauty sector, they provided reliable bookkeeping for a mobile grooming service, while in eCommerce, they facilitated clean financial records for a promotional products company. In the Food & Beverage industry, they improved bookkeeping systems for a coffee roaster, ensuring organized financial management. Overall sentiment is highly positive, showcasing their strengths in responsiveness and effective financial solutions.
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Beauty Food & Beverage

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

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

Accounting Services for Technology Company

5.0 Feb 25, 2022

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

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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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 consulting firm that specializes in providing strategic financial analysis, outsourced CFO support, and AI consulting services, particularly in the finance and accounting sectors. The feedback is overwhelmingly positive, with 100% of reviewers highlighting their impressive problem-solving abilities and deep understanding of client needs, resulting in significant operational improvements and effective project management.

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2 of 2 reviews are 5 stars

Unknown avg. project cost

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

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

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently express satisfaction with Liv Data LLC's pricing, noting it offers good value for the cost. A CEO highlighted their selection due to 'good value for cost' and 'high ratings.' Another client emphasized the significant operational improvements achieved through their services, directly impacting gross margins and EBITDA. Overall, feedback reflects a positive sentiment regarding the company's ability to deliver results that justify their pricing.
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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 demonstrated strong expertise in the retail industry, particularly for e-commerce businesses. Clients praise their thoroughness in bookkeeping, tax filing, and financial consultation, especially during challenging times like the COVID-19 pandemic. The overall sentiment is positive, with feedback highlighting their responsiveness, partnership approach, and deep understanding of business needs. Potential clients in the retail sector can expect reliable support and effective financial management.
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Retail

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Sternbach & Rose, CPAs, noting their expertise and value for money. One client mentioned investing approximately $20,000 since 2010, emphasizing the significant improvement in their bookkeeping and tax handling. They appreciate the peace of mind provided by the firm's services, with one client stating, "Ellen knows what she’s doing," and highlighting the partnership approach rather than a transactional relationship. Overall, the sentiment reflects strong value and reliable support.
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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 experience in the healthcare sector, specifically with mental health facilities. While they provided a range of accounting services, feedback indicates issues with communication and unexpected fee increases. Clients noted that while the team presented well, they lacked follow-through and up-to-date knowledge on tax law. Overall sentiment suggests caution for healthcare organizations considering their services, emphasizing the need for clear contracts and proactive communication.
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Healthcare

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Average Project Cost Breakdown

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

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

sebCFO is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Tampa, Florida (1) Manhattan, New York (1) New York City, New York (1) Queens, New York (1)

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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 Personable
Clients express a highly positive sentiment regarding the personable nature of the team at Cogneesol, particularly highlighting Hridyesh's proactive communication and ability to connect on a personal level. Feedback indicates that he is viewed as an invaluable asset, demonstrating both professionalism and a sense of humor, which fosters strong relationships within their team and with clients. Overall, clients are thoroughly impressed and appreciative of the personal touch provided by Cogneesol's representatives.

Back-Office Support for Independent Insurance Agency

5.0 Feb 24, 2020

Level of professionalism, but not lacking in personality. In our agency, we find a personal connection goes a very long way in developing relationships not only within our team, but also with our clients. 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 demonstrated expertise in the financial services and business services industries. Clients in financial services commend the company's professionalism and proactive approach, enhancing workflow efficiency. In business services, particularly with CACFP consulting, feedback highlights adaptability and effective communication, leading to timely document processing. Overall, sentiment is positive, with strengths in responsiveness and flexibility, making Cogneesol a strong candidate for projects in these sectors.
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Business services Financial services

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Average Project Cost Breakdown

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

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

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

379 West Broadway
New York, NY 10012
2 - 5

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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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accounting enterprise software services

Not yet reviewed

$1,000+

< $25 / hr

250 - 999

New York, NY

Services provided

55% Accounting

25% Financial Advising & Planning

20% Finance & Accounting Outsourcing (FAO)

Accounting enterprise software services is a midsize Accounting company located in New York, New York. The team focuses on Accounting and Financial Advising & Planning.
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Agro Accounting CPA

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

Brooklyn, NY

Services provided

100% Accounting

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

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

100% Accounting

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

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

New York, NY

Services provided

80% Accounting

20% Business Consulting

Anchin is an Accounting company. The agency is in New York, New York. Their team provides Accounting and Business Consulting.
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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 company specializing in financial reporting, KPI dashboard creation, and interim accounting support. They have received 100% positive feedback, with clients praising their technological adeptness and responsiveness. Approximately 70% of reviewers commend their data analytics capabilities and ability to integrate multiple data sources into cohesive KPI dashboards.

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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 Communicative

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Average Project Cost Breakdown

What Clients Have Said

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Reviewed 2 times in the past 6 months

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What Clients Have Said

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1-800Accountant is very responsive

Reviewed 1 time in the past 6 months

Industry Experience

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Accounting & Bookkeeping for Documentary Production Company

Industry Experience

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Quant Solutions is very responsive

Reviews mention Communicative

SMM for FoodTech Company

Lead Generation Services for AI Health Tech Company

Social Media Marketing for Drinks Agency

Reviewed 1 time in the past 6 months

Industry Experience

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Reviews mention Reasonable pricing

Tax and Financial Services for Law Firm

Industry Experience

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What Clients Have Said

Industry Experience

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What Clients Have Said

Goldenthal & Suss Consulting PC is very responsive

Industry Experience

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What Clients Have Said

Reviews mention Professional

Business Consulting for Executive Search Firm

Financial Consultation for Marketing Agency

Industry Experience

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What Clients Have Said

Reviews mention High-quality work

Accounting Services for Dentist Clinic

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Bookkeeping & Tax Preparation for Media Company

Streamline Bookkeeping & Tax Records for Healthcare Company

Industry Experience

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What Clients Have Said

Reviewed 3 times in the past 6 months

Industry Experience

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