Top Financial Services Firms in New York
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Featured
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$50,000+$200 - $300 / hr10 - 49Serves New YorkServices provided
See all 7 projectsCSTMR 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.
$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 - 9Glens Falls, NY
Services provided
Located in Glens Falls, New York, Allen B Powers CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glens Falls, NY
Services provided
Richard W. Fuller, CPA is an Accounting company. Their small team is in Glens Falls, New York. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Cooperstown, NY
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Raymond E Holohan CPA is an Accounting company. Launched in 1996, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ballston Spa, NY
Services provided
Priority One Payroll is an Accounting company. Their small team is headquartered in Ballston Spa, New York. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Pawling, NY
Services provided
JRB Accounting and Tax Services LLC, an Accounting company, was founded in 2013. In Pawling, New York, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Boonville, NY
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Fiducial is a small Accounting company. They offer Accounting and were founded in 1970.
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UndisclosedUndisclosed2 - 9Penfield, NY
Services provided
SHAH CPA FIRM, PLLC is a small Accounting company based in Penfield, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Phoenix, NY
Services provided
Key Advising is an Accounting company in Phoenix, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ithaca, NY
Services provided
The Strebel Planning Group, an Accounting company, was established in 1986. The firm specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Plattsburgh, NY
Services provided
Accounting company Alexander Edwards & Company, CPAs, P.C. Was launched in 1920. The team specializes in Accounting and Business Consulting and is in Plattsburgh, New York.
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UndisclosedUndisclosed2 - 9Plattsburgh, NY
Services provided
The Hoffman Eells Group CPAs is an Accounting company. In Plattsburgh, New York, their small team focuses on Accounting and HR Consulting. The firm was established in 1916.
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UndisclosedUndisclosed2 - 9Plattsburgh, NY
Services provided
Abbott, Frenyea & Russell CPAs is an Accounting company. Their team is located in Plattsburgh, New York. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plattsburgh, NY
Services provided
Boulrice & Wood CPAs, PC is an Accounting company. The team focuses on Accounting and is in Plattsburgh, New York.
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UndisclosedUndisclosed2 - 9Plattsburgh, NY
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Martindale Keysor & Co is a small Plattsburgh, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Hampton, NY
Services provided
Van Dyke & Hand, CPA P.C, a small Accounting company, is headquartered in East Hampton, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9East Hampton, NY
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Twin Forks Accounting is an Accounting company. The East Hampton, New York-based firm was established in 1983. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Greenport, NY
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Small Accounting company Ferretti Odell CPA's LLC, is based in Greenport, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Center Moriches, NY
Services provided
Silverman & Associates is an Accounting company. They were established in 1995 and specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mount Sinai, NY
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Long Island Tax, Accounting, & Advisory Services Inc. Is an Accounting company. They are based in Mount Sinai, New York and have small team. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cutchogue, NY
Services provided
Based in Cutchogue, New York, Eierman & Schulken LLC is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hauppauge, NY
Services provided
Armbrecht & Company, CPA, PC, a small Accounting company, is based in Hauppauge, New York. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rocky Point, NY
Services provided
Small Accounting company McGuire & Company, CPAs, LLP, is in Rocky Point, New York. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hampton Bays, NY
Services provided
Hamptons Tax and Advisory Services is a small Accounting company in Hampton Bays, New York. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bohemia, NY
Services provided
Peter R. O'Leary, CPA, P.C. Is an Accounting company. They are based in Bohemia, New York and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Port Jefferson Station, NY
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Soloway Advisory is a small Accounting company based in Port Jefferson Station, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melville, NY
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Located in Melville, New York, Schrier & Company PLLC is an Accounting company. Launched in 2002, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverhead, NY
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Beaton Accounting is an Accounting company. The firm is headquartered in Riverhead, New York. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Hampton Bays, NY
Services provided
Jones, Little & Co., CPA's, LLP is an Accounting company. The team is in Hampton Bays, New York, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Central Islip, NY
Services provided
Headquartered in Central Islip, New York, Myles S. Kassman & Company Inc is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ronkonkoma, NY
Services provided
Berrios & Associates, Inc. Is a small Accounting company. Launched in 1999, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Massapequa, NY
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C. Field & Company, Inc. Is an Accounting company. Their small team is based in Massapequa, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ronkonkoma, NY
Services provided
In Ronkonkoma, New York, Rost & Company, CPAs, P.C. Is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nesconset, NY
Services provided
Borsella & Company, CPA is an Accounting company. Their small team is located in Nesconset, New York. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rocky Point, NY
Services provided
Launched in 1997, Berger, Macdonald & Rand LLP is a small Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Riverhead, NY
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Kandell Farnworth & Pubins, CPA's P.C., an Accounting company, provide Accounting and Business Consulting. They were founded in 1954.
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UndisclosedUndisclosed2 - 9Port Jefferson Station, NY
Services provided
Located in Port Jefferson Station, New York, Newton Sankey & Co. Is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Huntington, NY
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Accounting company Empire Tax Professionals focuses on Accounting and Business Consulting. They are based in Huntington, New York.
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UndisclosedUndisclosed10 - 49Melville, NY
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Diapoules & Feinstein CPAs is an Accounting company. They offer Accounting and Business Consulting and were established in 1989. The agency is headquartered in Melville, New York.
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UndisclosedUndisclosed2 - 9Port Jefferson, NY
Services provided
Richard Spitzenberger CPA PC is a small Accounting company. Founded in 1999, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Holbrook, NY
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Accounting company Thomas Brown CPA, PC is based in Holbrook, New York. The team focuses on Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Islandia, NY
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Skinnon & Faber is an Accounting company. The Islandia, New York-based firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Islandia, NY
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Small Accounting company Scotto & Melchiorre Group, LLC, is based in Islandia, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lake Grove, NY
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James Castaldo CPA & Associates is an Accounting company. Their small team is in Lake Grove, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Selden, NY
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Kessler, Liscia, Gonzalez & Timms, CPAs, PLLC is an Accounting company. The team offers Accounting and Business Consulting and is headquartered in Selden, New York.
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UndisclosedUndisclosed2 - 9Port Jefferson Station, NY
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Located in Port Jefferson Station, New York, Eve Loren Munsky CPA PC is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Islandia, NY
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Alessandro & Associates, CPA, PLLC is an Accounting company. Headquartered in Islandia, New York, the firm was founded in 1991. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hauppauge, NY
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TMI CPA, P.C. Is an Accounting company. The firm is based in Hauppauge, New York. Their team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Port Jefferson Station, NY
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J M Sanfilippo CPA, PC, a small Accounting company, is headquartered in Port Jefferson Station, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hampton Bays, NY
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Located in Hampton Bays, New York, RBG Accounting Services is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cutchogue, NY
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Hunzinger Accounting & Financial Solutions is a small Cutchogue, New York-based Accounting company. The team provides Accounting.
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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
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 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 -
UndisclosedUndisclosed50 - 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
27.1/40.016/20 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 -
$25,000+Undisclosed2 - 9Brooklyn, NY
Ability to deliver
23.5/40.017/20 Reviews0.3/10 Clients & Experience6.2/10 Market PresenceService focus
10% Financial Advising & Planning90% 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
22.4/40.017.4/20 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
21/40.017/20 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
