Top Financial Services Firms in New York
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$50,000+$200 - $300 / hr10 - 49Serves New YorkServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Serves New YorkServices provided
See all 2 projectsTalent 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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UndisclosedUndisclosed2 - 9Lancaster, NY
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Small Accounting company Argus Accounting & Tax Service, is in Lancaster, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Medina, NY
Services provided
Accounting company JLThom CPA PC is headquartered in Medina, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Young and Company CPAs LLP is an Accounting company. They offer Accounting and Business Consulting and were launched in 1997.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Based in Buffalo, New York, Sendziak & Sroda CPA's, PLLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rochester, NY
Services provided
Based in Rochester, New York, Morabito & Company, CPA's is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lockport, NY
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Swift & Swift, CPA's is a small Lockport, New York-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Legendary Lin Tax Service, a small Business Consulting company, is headquartered in New York, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Amherst, NY
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Small Accounting company Armenia CPA PLLC, is located in Amherst, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Williamsville, NY
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Launched in 2015, Arcara Zucarelli Lenda & Associates, CPAs, PC is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Located in Brooklyn, New York, Iryna Stepanchuk, CPA is a small Business Consulting company. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Accounting company Moscato CPA was launched in 1982. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Buffalo, NY
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Founded in 2000, Lougen Valenti Bookbinder & Weintraub LLP is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9BROOKLYN, NY
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Brooklyn FI is a small Business Consulting company launched in 2017. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Orchard Park, NY
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Buffamante Whipple Buttafaro is an Accounting company. Their team is based in Orchard Park, New York and provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sunnyside, NY
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BB Tax & Advisory is a Business Consulting company. Their small team is located in Sunnyside, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Lupo Tax Services, a small Accounting company, is located in Brooklyn, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bronx, NY
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AATC, a Business Consulting company, was established in 2008. The agency focuses on Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed50 - 249New York, NY
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Launched in 1934, Strategies for Wealth is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Buffalo, NY
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Drescher & Malecki LLP is a Buffalo, New York-based Accounting company. The team offers Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Tonawanda, NY
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Accounting company Kenneth M. Weinstein, CPA, CFP is located in Tonawanda, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Blatner & Mineo CPA PC is an Accounting company. They are located in Buffalo, New York, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Kania Accounting & Tax, an Accounting company, was launched in 2013. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warsaw, NY
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Based in Warsaw, New York, Cathleen Volk CPA is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orchard Park, NY
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Jeffrey L Offhaus CPA LLC is a small Orchard Park, New York-based Accounting company. The team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Equilibrium Accounting & Tax is an Accounting company. They were established in 2015, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Irondequoit, NY
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Andrew Williams CPA, a small Accounting company, is headquartered in Irondequoit, New York. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Le Roy, NY
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Starowitz & Hofrichter CPA's LLP is an Accounting company. They are based in Le Roy, New York. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Buffalo, NY
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Based in Buffalo, New York, Andreozzi Bluestein LLP is an Accounting company. Established in 2004, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Williamsville, NY
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Established in 1989, Feeley Bonaventura & Hyzy is a small Williamsville, New York-based Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Buffalo, NY
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Sanderson Wealth Management, an Accounting company, focuses on Accounting and Finance & Accounting Outsourcing (FAO). The company is in Buffalo, New York.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Gibson Kevin L CPA is an Accounting company established in 1998. The small team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Rochester, NY
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Viele Solimano Swagler & Chapman, a small Accounting company, is based in Rochester, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Spencerport, NY
Services provided
Yaeger, Treviso & Associates, Inc. Is an Accounting company. Located in Spencerport, New York, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Welker Mojsej & DelVecchio CPAs, LLC is an Accounting company. The team provides Accounting and Business Consulting, and the agency is in Rochester, New York.
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UndisclosedUndisclosed2 - 9Perry, NY
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Sparrow Financial is an Accounting company. Their small team of employees is headquartered in Perry, New York. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Corning, NY
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Accounting company Dobromil Accounting was established in 1952. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Tonawanda, NY
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Headquartered in Tonawanda, New York, Allied Financial Partners is an Accounting company. They offer Accounting and HR Consulting and were launched in 2009.
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UndisclosedUndisclosed2 - 9Fredonia, NY
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Bahgat & Laurito-Bahgat, an Accounting company, is headquartered in Fredonia, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Buffalo, NY
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EG Tax Service is an Accounting company located in Buffalo, New York. They specialize in Accounting and Business Consulting and were founded in 1991.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Roth & Associates Accounting for Small Business, Inc., an Accounting company, is based in Rochester, New York. They focus on Accounting and Business Consulting and were established in 1990.
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UndisclosedUndisclosed10 - 49Rochester, NY
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Headquartered in Rochester, New York, Bianchi Cortese & Bianchi is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Rochester, NY
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Bonn, Dioguardi & Ray, LLP is a small Accounting company based in Rochester, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albany, NY
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Buckley Gent Mac Donald & Cary, an Accounting company, is headquartered in Albany, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albany, NY
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Lurie & Co., PC, an Accounting company, is in Albany, New York. Founded in 1988, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Colonie, NY
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Edward J. Martone, CPA is an Accounting company. They are in Colonie, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albany, NY
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Small Accounting company DiFabio VanZandt & Company, PC, is based in Albany, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albany, NY
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David Phillips CPA is an Accounting company. The Albany, New York-based firm was founded in 1994. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Latham, NY
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Established in 1980, Slocum De Angelus & Associates, PC is an Accounting company. The company offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glenmont, NY
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Zeitler & Zeitler CPA's is an Accounting company. Their small team is located in Glenmont, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Delmar, NY
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TG Associates CPAs, PLLC, an Accounting company, is headquartered in Delmar, New York. Launched in 2003, the team focuses on Accounting and Business Consulting.
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List of the Top 15 New York Financial Services Companies
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.1/40.016.6/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
$1,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.3/40.016.2/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
$1,000+$100 - $149 / hr2 - 9New York, NY
Ability to deliver
24.4/40.016.2/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$200 - $300 / hr2 - 9Staten Island, NY
Ability to deliver
23.6/40.016.4/20 Reviews1.4/10 Clients & Experience5.8/10 Market PresenceService focus
75% Accounting25% Other -
$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.6/40.016.2/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
10% Financial Advising & Planning50% Insurance Services & Brokers40% Other -
Undisclosed$50 - $99 / hr2 - 9New York, NY
Ability to deliver
23.5/40.017/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed2 - 9Valley Stream, NY
Ability to deliver
23.2/40.015.6/20 Reviews2/10 Clients & Experience5.6/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
22.9/40.015.6/20 Reviews2.7/10 Clients & Experience4.6/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$150 - $199 / hr10 - 49New York, NY
Ability to deliver
22.6/40.016.2/20 Reviews1/10 Clients & Experience5.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr50 - 249Brooklyn, NY
Ability to deliver
22.2/40.017.2/20 Reviews0/10 Clients & Experience5/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Buffalo, NY
Ability to deliver
22/40.016.2/20 Reviews1.4/10 Clients & Experience4.4/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Jackson Heights, NY
Ability to deliver
21.6/40.016.2/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
80% Accounting10% Financial Advising & Planning10% Other -
$25,000+$300+ / hr2 - 9New York, NY
Ability to deliver
21.4/40.017.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
$1,000+$50 - $99 / hr10 - 49Mamaroneck, NY
Ability to deliver
20.4/40.016.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr10 - 49new york, NY
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed50 - 249Hauppauge, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9Valhalla, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Buffalo, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed2 - 9New York, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Flushing, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Pittsford, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249New York, NY
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
8.6/40.00/20 Reviews1.8/10 Clients & Experience6.9/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning50% Other -
Undisclosed$100 - $149 / hr2 - 9New York, NY
Ability to deliver
27.7/40.017.6/20 Reviews5.1/10 Clients & Experience5/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed< $25 / hr250 - 999New York, NY
Ability to deliver
20.8/40.013/20 Reviews1.3/10 Clients & Experience6.4/10 Market PresenceService focus
10% Accounting90% Other
