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Top Financial Services Firms in North Carolina

Ratings Updated: September 27, 2026

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CSTMR

4.9 7 reviews

Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves North Carolina

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 specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.

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Reviews mention Easy to work with
Clients have expressed a strong sentiment of satisfaction regarding CSTMR's ease of collaboration. One reviewer highlighted the company's accessibility and commitment, stating that CSTMR's team, including the CEO and Co-Founder, acted as true partners throughout the project. Regular communication and effective project management were also emphasized, showcasing their dedication to understanding client needs. Overall, the feedback indicates that CSTMR is perceived as a highly cooperative and supportive partner in digital marketing initiatives.

Website & CRM for Public Risk Pool

5.0 Apr 24, 2019

They’re accessible, easy to work with, and committed to our organization. Rory (CEO, CSTMR Digital Marketing) and Jack (Co-Founder, CSTMR Digital Marketing) have been true partners every step of the way. They and their remote team invested time to understand our needs and the tools we wanted. They’re an extension of our team.
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Industry Experience

CSTMR has demonstrated extensive expertise in the financial services sector, supporting clients with brand optimization, digital marketing strategies, and website development. Reviews indicate strong capabilities in enhancing brand awareness and customer acquisition, resulting in significant traffic and engagement increases. Clients praised CSTMR for its collaborative approach and commitment to understanding their unique needs. Additionally, CSTMR's adaptability and effectiveness extend to other industries, including risk management and technology, suggesting a strong fit for any organization seeking comprehensive marketing support.
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Other Industry Financial services Other industries

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Average Project Cost Breakdown

$50,000 to $199,999 (2) $10,000 to $49,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
CSTMR is perceived as providing strong value for money, with clients noting their expertise in digital marketing and brand strategy. One client highlighted a $210,000 investment resulting in doubled website traffic and significantly increased demo requests. Another praised their ability to reduce customer acquisition costs while enhancing brand visibility. Overall, feedback reflects satisfaction with CSTMR's pricing relative to the results achieved, emphasizing their commitment to delivering high-quality service and outcomes.
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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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Rise Accounting

4.9 30 reviews

Verified

Undisclosed

Undisclosed

50 - 249

Charlotte, NC

Services provided

25% Accounting

25% Finance & Accounting Outsourcing (FAO)

25% Financial Advising & Planning +1 service

25% Fractional CFO Services

Rise Accounting is a comprehensive accounting services firm offering bookkeeping, payroll, tax preparation, financial reporting, and financial advisory services. With approximately 100% positive feedback, clients consistently praise their responsiveness, professionalism, and timely delivery. Notably, 80% of reviewers highlight their competitive pricing and strong communication as standout features.

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Reviews mention Professional
Clients consistently commend Rise Accounting for their professionalism, responsiveness, and timely delivery of services. One client noted, "They are timely and professional," while another highlighted their "super professional" approach and availability. Additionally, a client remarked on their "high level of competence" and willingness to exceed expectations. Overall, the sentiment regarding professionalism is overwhelmingly positive, with clients expressing satisfaction in both communication and service execution.

Accounting for AI Platform

5.0 Aug 4, 2025

Rise Accounting does everything diligently and on time. We file everything on time, and they provide great service. Their project management is amazing. They’re very focused, timely, and great communicators. We primarily communicate via email.
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Accounting & Bookkeeping Services for ePOS Systems Provider

5.0 Aug 4, 2025

The team consistently delivered all components on time, responded to our queries promptly, and maintained a high level of professionalism throughout the engagement. Their responsible approach and timely execution contributed directly to the achievement of key project milestones and overall objectives. The team has consistently demonstrated professionalism and a high level of competence in their work. Their service has been timely, accurate, and highly professional.
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Accounting & Payroll for Decision-Making Systems Company

5.0 Aug 4, 2025

They're super professional, always available at short notice, and consistently deliver.
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Accounting & Bookkeeping Services for AI Learning Tools Co

5.0 Aug 4, 2025

They are timely and professional. Their diligence and helpfulness stand out as impressive qualities.
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Accounting for HR Consulting Company

4.5 Aug 7, 2025

Very responsive, professional and always deliver on time. Rise Accounting's additional well-rounded services that help as you scale are impressive. No they have been really good so far and are open to feedback.
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22 of 28 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for AI-Powered Data Platform
5.0 — Rise Accounting provides accounting services for an AI-powered data platform. The team handles the client's payroll and tax exemptions and files the company accounts. Read more
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Industry Experience

Rise Accounting has demonstrated expertise across various sectors, including Information Technology, Financial Services, Retail, and Manufacturing. They are consistently praised for their responsiveness, timely delivery, and comprehensive services such as bookkeeping, VAT management, and payroll. Overall sentiment across industries is highly positive, with clients highlighting their professionalism and ability to adapt to unique business needs, making them a strong fit for companies seeking reliable accounting solutions.
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Human Resources Consulting Manufacturing Healthcare Restaurants Financial services Retail Software eCommerce Business services Food & Beverage Motion Pictures & Film Construction Information technology

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Charlotte, NC

101 South Tryon Street
Charlotte, NC 28280
1

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Stancil & Company

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Raleigh, NC

Services provided

90% Accounting

10% Business Consulting

Stancil & Company is an accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. According to client reviews, 100% express satisfaction, emphasizing their strategic partnership and seamless integration into budgeting and payroll processes. Noteworthy themes include their exceptional project management and the personalized attention given, treating even smaller clients as the most important.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Full-Service Accounting for Business Management Association
5.0 — Stancil & Company provides full-service accounting support for an association. They handle daily bookkeeping along with tax preparation, budgeting, and payroll. Read more
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Industry Experience

Stancil & Company excels as a strategic financial partner, particularly in the association sector, as highlighted by their service to the Association Executives of North Carolina. Clients commend their seamless integration into teams, expert handling of budgeting, QuickBooks management, and payroll, demonstrating strong expertise in financial oversight. The overall sentiment is highly positive, reflecting their adaptability and commitment to client growth, making them a suitable choice for organizations seeking dependable financial support.
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Other Industry

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently express high satisfaction with Stancil & Company regarding cost and value for money. One client noted their annual investment of $18,000–$20,000, highlighting the extraordinary quality of service received for this price. Another emphasized that their pricing is very reasonable, considering the exceptional support and partnership provided. Overall, feedback indicates that clients feel they receive significant value, with some stating that engaging Stancil & Company was one of their smartest decisions.
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Butler & Burke, LLP

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Winston-Salem, NC

Services provided

100% Accounting

Butler & Burke, LLP is an accounting services firm specializing in business auditing, financial advisory, and CPA-led financial statement preparation. Client reviews highlight their proficiency in providing clean financial audits, responsive project management, and valuable recommendations. Notably, 100% of the feedback underscores their commitment to client success and financial stability. They have established a strong reputation among nonprofit organizations for over a decade.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Nonprofit Organization
5.0 — Butler & Burke, LLP provides a nonprofit organization with accounting services. Every year, they’re in charge of their financial audits, leveraging QuickBooks to review their financial Read more
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Industry Experience

Butler & Burke, LLP has demonstrated strong expertise in the nonprofit sector, particularly in financial audits and grant-related services. Clients appreciate their in-depth understanding of nonprofit needs and their commitment to providing clean financial statements and actionable recommendations. Overall sentiment is highly positive, highlighting their responsive communication and personalized approach. Potential clients in the nonprofit industry seeking reliable audit services and financial guidance would find Butler & Burke, LLP to be a valuable partner.
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Nonprofit

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Butler & Burke, LLP for their reliable and cost-effective financial audit services, noting a long-term partnership that has yielded over $50,000 in investment. Feedback highlights the firm's responsiveness, timely delivery, and valuable recommendations that enhance financial management. One client emphasized their commitment to understanding unique organizational needs, ultimately providing significant value for money. Overall, sentiment reflects satisfaction with the firm's pricing and the quality of service received.
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Progresa, Inc / Greensboro

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Greensboro, NC

Services provided

100% Accounting

Progresa, Inc / Greensboro is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With 100% positive feedback, clients commend their professional approach, efficiency, and high-quality service in payroll, taxes, and financial advice. Reviewers consistently highlight the diligent and timely delivery of services, underlining the firm's strong commitment to client satisfaction.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Services for Cleaning Services Company
5.0 — Progresa, Inc was hired by a cleaning services company for their financial services, including payroll management, taxes, bookkeeping, and financial consultancy. Read more
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Industry Experience

Progresa, Inc / Greensboro has demonstrated strong expertise in the business services sector, particularly in accounting, payroll, and financial advice for clients like AJ Smart Cleaning Inc. Feedback highlights their professionalism, efficiency, and quality of service, indicating a positive impact on clients' financial management. The overall sentiment reflects high satisfaction, suggesting that potential clients in the business services industry would find Progresa, Inc a suitable provider for their financial needs.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight Progresa, Inc / Greensboro's exceptional value for money, noting the high quality of service provided in accounting, payroll, and financial advice. One client emphasized the 'excellent service' and efficiency in delivering results, particularly in tax presentation. The professionalism and diligence of the team were also commended, with no areas for improvement identified, reflecting a strong overall sentiment regarding the company's pricing and value.
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The Tunstall Organization, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Charlotte, NC

Services provided

100% Accounting

The Tunstall Organization, Inc. Is an Accounting company. The Charlotte, North Carolina-based team focuses on Accounting.
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Akram | Assurance, Advisory & Tax Firm

Not yet reviewed

$5,000+

$300+ / hr

10 - 49

Cary, NC

Services provided

75% Accounting

20% Business Consulting

5% Finance & Accounting Outsourcing (FAO)

Accounting company Akram | Assurance, Advisory & Tax Firm specializes in Accounting and Business Consulting. They were established in 2013.
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Quest - Advisory, Business Succession & M&A

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Davidson, NC

Services provided

40% Business Consulting

20% Financial Advising & Planning

15% Business Valuation Services +2 services

15% Funding & Investment

10% Financial Consulting

Launched in 2015, Quest - Advisory, Business Succession & M&A is a Business Consulting company. The small team provides Business Consulting and Financial Advising & Planning.
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Steward Ingram & Cooper PLLC

Not yet reviewed

$1,000+

$150 - $199 / hr

10 - 49

Raleigh, NC

Services provided

100% Accounting

Founded in 2000, Steward Ingram & Cooper PLLC is a small Accounting company. Their team focuses on Accounting.
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Camuso CPA

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Charlotte, NC

Services provided

50% Accounting

50% Financial Advising & Planning

Camuso CPA is an accounting services firm specializing in bookkeeping, financial reporting, and outsourced CFO services. The company receives 100% positive feedback, with clients highlighting their proficiency in understanding complex e-commerce environments and enhancing profitability. The firm's exceptional project management and tailored financial advisory services are consistently praised by clients.

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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 Online Bracelets & Accessories Store
5.0 — Camuso CPA PLLC provides accounting services for an online accessories store. The team’s work involves discussing the business’ profit and loss management and figuring out ways to improve the Read more
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Industry Experience

Camuso CPA PLLC has received positive feedback primarily from clients in the retail and e-commerce sectors. The firm is praised for its expertise in outsourced CFO services, enhancing profitability, and adapting accounting practices to unique business needs. Clients appreciate the timely communication and comprehensive support provided by the team. Overall sentiment indicates a strong fit for businesses in the retail and e-commerce industries, highlighting Camuso's strengths in financial management and strategic insights.
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Retail

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed strong satisfaction with Camuso CPA PLLC's pricing and value, noting that their investment of approximately $1,100 per month has resulted in increased profitability and better financial understanding. One client highlighted the firm's excellent communication and project management, stating that they have seen significant ROI from their services. Overall, feedback indicates that the cost is justified by the quality and impact of the services provided, particularly for e-commerce businesses.
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isolved

4.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

Charlotte, NC

Services provided

10% Accounting

15% Benefits Administration

15% Business Consulting +4 services

15% Compliance Consulting

15% Corporate Training & Coaching

15% HR Consulting

15% Recruiting

isolved offers a range of financial services including bookkeeping, tax preparation, and financial analysis. Clients appreciate their prompt delivery and adaptability, particularly in managing flexible payment schedules. Overall feedback highlights their reliability, secure processing, and good value for cost, making them a strong partner for financial tasks.

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Dean Dorton

Not yet reviewed

$1,000+

$25 - $49 / hr

250 - 999

Raleigh, NC

Services provided

70% Accounting

30% Business Consulting

Dean Dorton is a Louisville, Kentucky-based Accounting company. Launched in 1921, the team focuses on Accounting and Business Consulting.
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Raleigh, NC

1130 Situs Court, Suite 260
Raleigh, NC 27606
6 - 9

(919) 851-1116

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Cherokee Investment Partners LLC

Not yet reviewed

$50,000+

Undisclosed

10 - 49

Raleigh, NC

Services provided

50% Commercial Financing

50% Financial Advising & Planning

Cherokee Investment Partners LLC is a Commercial Financing and Financial Advising & Planning company. They were launched in 1991 and provide Commercial Financing and Financial Advising & Planning.
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Red Bike Advisors

Not yet reviewed

$1,000+

Undisclosed

10 - 49

Wilmington, NC

Services provided

70% Accounting

20% Fractional CFO Services

10% Business Consulting

Red Bike Advisors, an Accounting company, is in Wilmington, North Carolina. They offer Accounting and Fractional CFO Services and were founded in 2009.
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Heyward CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Durham, NC

Services provided

100% Accounting

Heyward CPA is an Accounting company. Headquartered in Durham, North Carolina, the firm focuses on Accounting.
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Hobart Financial Group

Not yet reviewed

$1,000+

< $25 / hr

250 - 999

Charlotte, NC

Services provided

50% Accounting

50% Financial Advising & Planning

Launched in 2010, Hobart Financial Group is an Accounting and Financial Advising & Planning company. Based in Charlotte, North Carolina, the team provides Accounting and Financial Advising &
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Certum Solutions

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Monroe, NC

Services provided

25% Accounting

15% ERP Consulting and SI

10% Business Consulting +5 services

10% CRM Consulting and SI

10% Cloud Consulting & SI

10% Financial Advising & Planning

10% Financial Consulting

10% Fractional CFO Services

Located in Monroe, North Carolina, Certum Solutions is a small Accounting company. Their services include Accounting and ERP consulting and SI.
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Vintage Hill Consulting

Not yet reviewed

Undisclosed

$150 - $199 / hr

10 - 49

Raleigh, NC

Services provided

15% Accounting

45% HR Consulting

15% Corporate Training & Coaching +4 services

10% HR Outsourcing

5% PEO/Employee Leasing

5% Recruiting

5% Staffing

Vintage Hill Consulting, a small HR Consulting company, is located in Raleigh, North Carolina. Their services include HR Consulting and Accounting.
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Fisher, P.A. A CPA Firm

Not yet reviewed

$1,000+

$200 - $300 / hr

2 - 9

Charlotte, NC

Services provided

100% Accounting

Accounting company Fisher, P.A. A CPA Firm was established in 2014. The team provides Accounting and is located in Charlotte, North Carolina.
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Lodestar Taxes

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Charlotte, NC

Services provided

80% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

Lodestar Taxes is a small Accounting company based in Charlotte, North Carolina. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Reconciled

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Charlotte, NC

Services provided

75% Accounting

15% Business Consulting

10% Financial Consulting

Located in Burlington, Vermont and Charlotte, North Carolina, Reconciled is an Accounting company. They offer Accounting and Business Consulting and were launched in 2015.
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Charlotte, NC

222 S Church St.
Charlotte, NC 28202
10 - 15

704-499-3005

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Holland Capital Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Charlotte, NC

Services provided

100% Financial Advising & Planning

Holland Capital Management, a Financial Advising & Planning company, is located in Charlotte, North Carolina and Charlotte, North Carolina. They offer Financial Advising & Planning.
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Firm Books, Inc. d/b/a Firm Numbers

Not yet reviewed

Undisclosed

$50 - $99 / hr

2 - 9

Charlotte, NC

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

Founded in 2018, Firm Books, Inc. D/b/a Firm Numbers is a Finance & Accounting Outsourcing (FAO) and Accounting company. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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Williams CPA PLLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Boone, NC

Services provided

80% Accounting

20% Business Consulting

Williams CPA PLLC is an accounting services firm specializing in tax preparation, financial consulting, and tax filing. Client feedback highlights the firm's ability to provide peace of mind, personalized advice, and effective communication, with 100% of reviewers mentioning the consulting expertise of Mira, the owner. Some clients express a desire for additional services to create a one-stop-shop experience.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting & Financial Consulting for Creative Agency
5.0 — Williams CPA PLLC handles taxes and provides financial consulting. They also handle filing for out-of-state clients. Read more
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Industry Experience

Williams CPA PLLC has received positive feedback primarily from clients in the software industry, emphasizing their expertise in tax handling and financial consulting. Clients appreciate the personalized attention and clarity they provide, which has contributed to improved decision-making and financial stability. Overall sentiment is strong, with clients noting the value of their services, although some desire a broader range of offerings for a more comprehensive solution.
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Software

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive Williams CPA PLLC as providing excellent value for money, particularly noting the affordability of their services, with one client investing approximately $2,000 annually. The personalized attention and expertise offered by Mira, the owner and CPA, have garnered positive feedback, instilling confidence and peace of mind in clients. Overall, clients appreciate the balance of cost and quality, although some express a desire for additional services to enhance convenience.
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Julie Moreno Bookkeeping & Payroll

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Raleigh, NC

Services provided

100% Accounting

Headquartered in Raleigh, North Carolina, Julie Moreno Bookkeeping & Payroll is a small Accounting company. The team specializes in Accounting.
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Button & Button CPAs PLLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Greensboro, NC

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Button & Button CPAs PLLC, an Accounting company, was established in 2002. The team specializes in Accounting and Business Consulting.
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File Taxes Online

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Raleigh, NC

Services provided

100% Accounting

Based in Raleigh, North Carolina, File Taxes Online is an Accounting company. They focus on Accounting.
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Fitzcores

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Cary, NC

Services provided

50% Financial Advising & Planning

50% Funding & Investment

Fitzcores is a small Funding & Investment and Financial Advising & Planning company. Established in 2000, the team provides Funding & Investment and Financial Advising & Planning.
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JJ&A Accounting Services

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Greensboro, NC

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

15% Financial Advising & Planning +2 services

10% Business Valuation Services

5% Financial Consulting

JJ&A Accounting Services is a Finance & Accounting Outsourcing (FAO) company. They were launched in 2016, and their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Kohari Gonzalez Oneyear & Brown PLLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Winston-Salem, NC

Services provided

75% Accounting

25% Business Consulting

Located in Winston-Salem, North Carolina, Kohari Gonzalez Oneyear & Brown PLLC is an Accounting company. Established in 1988, the team focuses on Accounting and Business Consulting.
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PSR CPA PLLC

Not yet reviewed

$5,000+

$100 - $149 / hr

10 - 49

Raleigh, NC

Services provided

40% Accounting

30% Financial Advising & Planning

20% Business Consulting +1 service

10% Finance & Accounting Outsourcing (FAO)

Launched in 2010, PSR CPA PLLC is a small Accounting company located in Raleigh, North Carolina. Their team specializes in Accounting and Financial Advising & Planning.
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Equity Taxation

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Harrisburg, NC

Services provided

56% Accounting

35% Financial Advising & Planning

9% Tax Law

Equity Taxation is an Accounting company. The firm is in Harrisburg, North Carolina. Their services include Accounting and Financial Advising & Planning.
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ServiTax Bookkeeping, LLC

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Charlotte, NC

Services provided

50% Accounting

40% Corporate Training & Coaching

10% Insurance Services & Brokers

ServiTax Bookkeeping, LLC, an Accounting company, is located in Charlotte, North Carolina. They focus on Accounting and Corporate Training & Coaching.
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Cofounder CFO

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Wilmington, NC

Services provided

75% Accounting

15% Fractional CFO Services

10% Finance & Accounting Outsourcing (FAO)

Cofounder CFO is an Accounting company. They are located in Wilmington, North Carolina. Their team specializes in Accounting and Fractional CFO Services.
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Kindred Management Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Denver, NC

Services provided

50% Accounting

50% Commercial Property Management

Kindred Management Group is a Commercial Property Management and Accounting company. Launched in 2025, the company focuses on Commercial Property Management and Accounting.
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Qleanbooks LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Charlotte, NC

Services provided

100% Accounting

Accounting company Qleanbooks LLC is headquartered in Charlotte, North Carolina. They offer Accounting.
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Deal Process Partners

Not yet reviewed

$5,000+

Undisclosed

2 - 9

Charlotte, NC

Services provided

40% Financial Advising & Planning

20% Business Consulting

20% Financial Consulting +1 service

20% Funding & Investment

Deal Process Partners is a Financial Advising & Planning company. Their team is in Charlotte, North Carolina and provides Financial Advising & Planning and Business Consulting.
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Ninety Nine Equity

Not yet reviewed

$10,000+

$300+ / hr

250 - 999

Raleigh, NC

Services provided

60% Insurance Services & Brokers

20% Financial Advising & Planning

20% Financial Consulting

Ninety Nine Equity is an Insurance Services & Brokers company. They provide Insurance Services & Brokers and Financial Advising & Planning and are located in Raleigh, North Carolina.
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Oak Ledger

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Pittsboro, NC

Services provided

80% Accounting

20% Fractional CFO Services

Established in 2022, Oak Ledger is an Accounting company. The small team focuses on Accounting and Fractional CFO Services.
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Lineal CPA

Not yet reviewed

$10,000+

$200 - $300 / hr

2 - 9

Raleigh, NC

Services provided

20% Accounting

30% Financial Consulting

25% ERP Consulting and SI +1 service

25% Fractional CFO Services

Financial Consulting company Lineal CPA was established in 2010. The small team focuses on Financial Consulting and Fractional CFO Services.
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Raleigh, NC

555 Fayetteville Street, Suite 201
Raleigh, NC 27601
6 - 9

3129719934

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AMERICANIRA

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Asheville, NC

Services provided

45% Funding & Investment

30% Financial Advising & Planning

25% Finance & Accounting Outsourcing (FAO)

AMERICANIRA is a small Funding & Investment company launched in 2024. Their team provides Funding & Investment and Financial Advising & Planning.
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McGrant Tax & Bookkeeping

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Charlotte, NC

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

20% Tax Law

Launched in 1997, McGrant Tax & Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company. Their team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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Matador Insurance Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Wake Forest, NC

Services provided

50% Financial Advising & Planning

50% Insurance Services & Brokers

Financial Advising & Planning and Insurance Services & Brokers company Matador Insurance Services offers Financial Advising & Planning and Insurance Services & Brokers. They were launched in 2021.
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Pyramid Financial Services

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Greensboro, NC

Services provided

75% Accounting

15% Business Consulting

10% Financial Consulting

We are a full-service Accounting firm licensed in NC. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
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SFC CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Charlotte, NC

Services provided

100% Accounting

SFC CPA is an Accounting company. Launched in 2024, the company provides Accounting.
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ClearView QoE

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sanford, NC

Services provided

60% Accounting

40% Financial Advising & Planning

ClearView QoE is an Accounting company. They are located in Sanford, North Carolina and have small team. They offer Accounting and Financial Advising & Planning.
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Steady Tax & Bookkeeping

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Charlotte, NC

Services provided

100% Accounting

Founded in 2026, Steady Tax & Bookkeeping is an Accounting company. Their team focuses on Accounting.
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PYA

Not yet reviewed

$5,000+

Undisclosed

250 - 999

Charlotte, NC

Services provided

80% Accounting

10% Business Consulting

10% IT Strategy Consulting

Founded in 1983, PYA is an Accounting company. The firm offers Accounting and IT strategy consulting.
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Charlotte, NC

13777 Ballantyne Corporate Place
Charlotte, NC 28277
21 - 30

8002709629

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Aspen HR

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Raleigh, NC

Services provided

25% Accounting

25% HR Consulting

25% HR Outsourcing +1 service

25% PEO/Employee Leasing

Aspen HR is an Accounting company. Their midsize team is located in Walnut Creek, California and Chicago, Illinois. Their services include Accounting and PEO/Employee Leasing.
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Raleigh, NC

2626 Glenwood Avenue
Raleigh, NC 27608
2 - 5

(984) 789-3096

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FORVIS

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Asheville, NC

Services provided

50% Accounting

25% Business Consulting

15% Finance & Accounting Outsourcing (FAO) +1 service

10% Cybersecurity

FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
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Asheville, NC

500 Ridgefield Court
Asheville, NC 28806
41 - 49

8282542254

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Mitch Coles Real Estate, Inc.

Not yet reviewed

$50,000+

$300+ / hr

50 - 249

Charlotte, NC

Services provided

20% Business Consulting

20% Commercial Brokerage Services

20% Commercial Development +2 services

20% Funding & Investment

20% Insurance Services & Brokers

Located in Charlotte, North Carolina and Philadelphia, Pennsylvania, Mitch Coles Real Estate, Inc. Is a Business Consulting company. They offer Business Consulting and Commercial Brokerage Services.
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