Top Financial Services Firms in New York City
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List of the Top New York City Financial Services Companies
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$50,000+$200 - $300 / hr10 - 49Serves New York City, NYServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee 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.
Reviews mention Patient
The overall sentiment regarding CSTMR's patience is highly positive. Clients appreciate their willingness to thoroughly understand challenges and provide proactive solutions. One client noted, 'They’re very patient. They take the time to understand your problem and find proactive solutions for solving it.' This collaborative approach, combined with effective communication, enhances the client experience, although there are suggestions for improvement in managing deadlines for clients with stricter expectations.-
Rebranding, Website Design, & SEO for Bank
5.0 May 4, 2018They’re very patient. They take the time to understand your problem and find proactive solutions for solving it.
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Industry Experience
CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$25,000+Undisclosed250 - 999Serves New York City, NYServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee 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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed10 - 49Flemington, NJ
Services provided
80% Accounting20% Business ConsultingEstablished in 1992, BKC, CPAs, PC is an Accounting company. Located in Flemington, New Jersey and Woodstown, New Jersey, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Trenton, NJ
Services provided
100% AccountingUS Taxes, Inc., a small Accounting company, is headquartered in Trenton, New Jersey. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Montclair, NJ
Services provided
75% Accounting25% Business ConsultingBurton Cieri Del Sordi & Co is an Accounting company. Their team is headquartered in Montclair, New Jersey and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Allentown, NJ
Services provided
100% AccountingJaros Domen and Associates, LLC CPA is an Accounting company headquartered in Allentown, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
100% AccountingTaxFirm is an Accounting company. Their team is in Toms River, New Jersey and New York, New York. The company focuses on Accounting.
Read moreSee All Locations (2)New York, NY
5 Penn Plaza
New York, NY 10001+1.800.777.3800
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UndisclosedUndisclosed2 - 9Princeton Meadows, NJ
Services provided
80% Accounting20% Business ConsultingJ K Ghosh & Associates is a Princeton Meadows, New Jersey-based Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Neptune City, NJ
Services provided
100% AccountingPeter J. Marchiano, Jr., CPA is an Accounting company. The team focuses on Accounting, and the company is based in Bayville, New Jersey and Neptune City, New Jersey.
Read moreSee All Locations (2)Neptune City, NJ
3301 Route 66
Neptune City, NJ 07753+1.732.606.9199
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
75% Accounting25% Business ConsultingFounded in 1990, Nussbaum Berg Klein & Wolpow, CPAs LLP is an Accounting company. Located in New York, New York, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
75% Accounting25% Business ConsultingDDK & Company LLP is an Accounting company. They are located in New York, New York, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
75% Accounting25% Business ConsultingMost & Company, LLP is an Accounting company. Their small team is headquartered in New York, New York. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
75% Accounting25% Business ConsultingSmall Accounting company VB&T Certified Public Accountants, is based in New York, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
75% Accounting25% Business ConsultingMarks Paneth LLP is an Accounting company established in 1907. The team offers Accounting and Business Consulting and is located in New York, New York.
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UndisclosedUndisclosed10 - 49Bridgewater Township, NJ
Services provided
80% Accounting20% Business ConsultingAnderson & Company PC is an Accounting company. They were founded in 1985, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lebanon, NJ
Services provided
100% AccountingTaranto & Associates is an Accounting company founded in 1995. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hackettstown, NJ
Services provided
100% AccountingHeadquartered in Hackettstown, New Jersey, JP Financial Solutions is an Accounting company. Launched in 2007, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, NJ
Services provided
80% Accounting20% Business ConsultingJ. Friedman & Co, CPA is an Accounting company founded in 2013. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Milltown, NJ
Services provided
100% AccountingPaul A. Mezzo & Co. PC, an Accounting company, specialize in Accounting. They were established in 1992.
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UndisclosedUndisclosed2 - 9Ramsey, NJ
Services provided
100% AccountingAccounting company Scheidel, Sullivan & Lanni CPA, LLC was established in 2006. Headquartered in Ramsey, New Jersey, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Brick Township, NJ
Services provided
100% AccountingLynn M. Paslowski, CPA is a small Accounting company established in 2001. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Old Bridge, NJ
Services provided
100% AccountingRizick & Rizick CPAs is an Accounting company. Based in Old Bridge, New Jersey, the company was launched in 2013. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
80% Accounting20% Business ConsultingOscar Abraham CPA is a Brooklyn, New York-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sea Girt, NJ
Services provided
100% AccountingIn Sea Girt, New Jersey, Blair & Associates, LLC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Monroe Township, NJ
Services provided
80% Accounting20% Business ConsultingArnold M. Mayberg, CPA PC is an Accounting company. Located in Monroe Township, New Jersey, their small team specializes in Accounting and Business Consulting. The firm was founded in 1977.
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UndisclosedUndisclosed10 - 49East Brunswick, NJ
Services provided
100% AccountingFounded in 1991, Frazer, Evangelista & Company, LLC is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hamilton Square, NJ
Services provided
100% AccountingEstablished in 1981, Nowak & Gehan, CPA is a small Hamilton Square, New Jersey-based Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Trenton, NJ
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Boscarelli, Lauer, Lazzaro & Millen, Inc. Is a Trenton, New Jersey-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Hoboken, NJ
Services provided
100% AccountingParker & Russo Associates is an Accounting company. Their small team is based in Hoboken, New Jersey and Haddonfield, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Woodbridge Township, NJ
Services provided
100% AccountingIn Woodbridge Township, New Jersey and Westbury, New York, M Hassanali CPA LLC is an Accounting company. Launched in 2003, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Brick Township, NJ
Services provided
100% AccountingJump, Perry and Company, L.L.P., an Accounting company, was launched in 1979. The team provides Accounting and is based in Toms River, New Jersey and Brick Township, New Jersey.
Read moreSee All Locations (3)Brick Township, NJ
514 Brick Blvd, Suite 3
Brick Township, NJ 08723+1.732.840.1600
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
80% Accounting20% Business ConsultingMcAvoy CPA LLC is a small Accounting company based in Randolph, New Jersey and New York, New York. Their services include Accounting and Business Consulting.
Read moreSee All Locations (2)New York, NY
157 Columbus Avenue, Floor 4
New York, NY 100232 - 5
888.512.1260
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UndisclosedUndisclosed10 - 49East Brunswick, NJ
Services provided
80% Accounting20% Business ConsultingNeppalli Financial Services is an Accounting company. They focus on Accounting and Business Consulting and are based in East Brunswick, New Jersey.
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UndisclosedUndisclosed2 - 9Hamilton Township, NJ
Services provided
70% Accounting30% Business ConsultingWorkman & Associates is an Accounting company. The small Hamilton Township, New Jersey-based team focuses on Accounting and Business Consulting. The firm was established in 2003.
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UndisclosedUndisclosed10 - 49Lakewood, NJ
Services provided
100% AccountingNeuhaus and Associates, a small Accounting company, is based in Lakewood, New Jersey. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Howell Township, NJ
Services provided
80% Accounting20% Business ConsultingJeffrey D. Shapiro, CPA is an Accounting company based in Howell Township, New Jersey. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montclair, NJ
Services provided
100% AccountingJennifer Vinciguerra, CPA is an Accounting company. Located in Montclair, New Jersey, their small team specializes in Accounting. The company was established in 2012.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
100% AccountingBuchbinder Tunick & Company LLP is an Accounting company. Their midsize team is based in Little Falls, New Jersey and New York, New York. Their services include Accounting.
Read moreSee All Locations (3)New York, NY
One Pennsylvania Plaza Suite 3500 , NY
New York, NY 10119+1.212.695.5003
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UndisclosedUndisclosed2 - 9Jersey City, NJ
Services provided
100% AccountingBased in Jersey City, New Jersey, Vijay Sammy CPA LLC is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Jackson Township, NJ
Services provided
100% AccountingPungello CPA is an Accounting company in Jackson Township, New Jersey. Launched in 1992, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Freehold, NJ
Services provided
100% AccountingCrystal Suskind & Dworkin LLP is an Accounting company. The agency is headquartered in Freehold, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wall, NJ
Services provided
100% AccountingLocated in Wall, New Jersey, Neral & Company, PA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Little Falls, NJ
Services provided
100% AccountingWasik & Associates, a small Accounting company, is located in Little Falls, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Monroe Township, NJ
Services provided
100% AccountingLaunched in 2019, James M Sausmer CPA is a small Monroe Township, New Jersey-based Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Brick Township, NJ
Services provided
100% AccountingFounded in 2001, T. Weber & Associates Inc is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Denville, NJ
Services provided
100% AccountingJ. Velocci & Associates is an Accounting company. Their small team is headquartered in Denville, New Jersey. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Roseland, NJ
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80% Accounting20% Business ConsultingAccounting company Meisel, Tuteur & Lewis P.C. Was launched in 1946. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
100% AccountingMargolin, Winer & Evens LLP is an Accounting company. The agency is located in Garden City, New York and New York, New York. Their services include Accounting.
Read moreSee All Locations (2)New York, NY
757 Third Avenue Suite 2002
New York, NY 10017+1.212.973.1000
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UndisclosedUndisclosed2 - 9Brick Township, NJ
Services provided
80% Accounting20% Business ConsultingCK Accounting Group, a small Accounting company, is located in Brick Township, New Jersey. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Freehold Township, NJ
Services provided
80% Accounting20% Business ConsultingLaunched in 1993, Alston & Company, CPAs is a small Freehold Township, New Jersey-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fair Lawn, NJ
Services provided
100% AccountingAccounting company Bushoven LLC is located in Fair Lawn, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Fair Lawn, NJ
Services provided
100% AccountingFounded in 1990, Lerch Vinci & Higgins is an Accounting company. The agency specializes in Accounting.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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- Market presence and reputation in the industry
List of the Top 15 New York City 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 - 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 -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
25.7/40.016.4/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$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 -
$1,000+$100 - $149 / hr10 - 49Hoboken, NJ
Ability to deliver
22.7/40.016.2/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
75% Accounting25% 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 -
$5,000+< $25 / hr50 - 249Brooklyn, NY
Ability to deliver
22.4/40.017.2/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% 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 -
$10,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
22.1/40.016.2/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49New York, 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+< $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 -
$1,000+$300+ / hr10 - 49Teaneck, NJ
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
40% Accounting60% 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 -
$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 -
UndisclosedUndisclosed10 - 49River Edge, NJ
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 -
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 -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
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 -
$5,000+$300+ / hr10 - 49New York, NY
Ability to deliver
7.6/40.00/20 Reviews2.4/10 Clients & Experience5.2/10 Market PresenceService focus
75% Accounting25% Other
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