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Top Financial Services Firms in Orange County

Ratings Updated: April 21, 2026

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13 Leaders 15 Contenders

2,209 Companies

Country: United States

State: California

City: Orange County

List of the Top Orange County Financial Services Companies

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What are Featured Providers?
CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Orange County, CA

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, 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.

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Reviews mention Unique expertise
Clients have praised CSTMR for their unique expertise, particularly in the financial services sector. One client noted CSTMR's ability to guide companies new to marketing, emphasizing their insightful approach to content creation and strategic growth. The involvement of founder Rory H. during weekly calls has been highlighted as a significant advantage, providing valuable insights. Overall, sentiment regarding CSTMR's expertise is highly positive, with clients appreciating their tailored strategies and deep understanding of industry dynamics.

SEO, Digital Strategy & Content Mktg for Loan Origination Co

4.5 Jun 10, 2024

CSTMR’s domain expertise in the financial services industry is quite good. Another strength of CSTMR is leading teams that are going down the marketing route for the first time. CSTMR brings a unique voice that helps shape the content from a future brand awareness standpoint. On the digital front, CSTMR is highly attuned to the realities of our technologies, which aren’t the most expensive or leading tools.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent client feedback highlights CSTMR's expertise in branding, design, and content development, particularly for startups in the fintech sector. One client noted a significant increase in website traffic and customer acquisition following a comprehensive rebranding project. The team demonstrated strong project management skills, maintaining effective communication and timely delivery. Overall, clients express high satisfaction with CSTMR's professionalism and depth of knowledge, with no major areas for improvement identified.
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More responsive than most other service providers

CSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

This provider is fluent in 2 languages:

English

Spanish

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves Orange County, CA

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

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

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

4.9 10 reviews

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Premier Verified

$1,000+

Undisclosed

1,000 - 9,999

Irvine, CA

Services provided

60% Accounting

25% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services

Pacific Accounting & Business Services specializes in comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and financial analysis. They are highly regarded, with 100% of reviews highlighting their timely delivery and excellent communication. Clients commend their efficiency and high-level attention to detail, with 83% noting their good value for cost and adaptability to client needs.

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5 of 6 Accounting reviews are 5 stars

6 new reviews for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Outsourced Accounting for Business Services Company
5.0 — Pacific Accounting & Business Services offers outsourced accounting services for a business services company's end clients. Tasks include data entry, bank reconciliations, cash applications, and Read more
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Industry Experience

Pacific Accounting & Business Services has demonstrated strong expertise across various industries, including Nonprofit, Retail, Financial Services, Automotive, and Business Services. Clients noted their efficiency, thorough communication, and ability to streamline financial processes, leading to improved workflows and timely reporting. Sentiment is overwhelmingly positive, particularly in Nonprofit and Automotive sectors, where the company is praised for its cultural alignment and attentive client service. This provider is well-suited for organizations seeking reliable bookkeeping and financial management support.
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Nonprofit Financial services Automotive Retail Business services

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Average Project Cost Breakdown

$10,000 to $49,000 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently highlight Pacific Accounting & Business Services' competitive pricing and strong value for money. One client noted that their pricing fit within budget and provided great value for the cost. Another emphasized the reasonable pricing and high-quality service received, stating, "Price. Quality. Timeliness." Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, as multiple reviews mention good value and alignment with budgetary constraints.
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More responsive than most other service providers

Pacific Accounting & Business Services is responsive
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CFO Hub

4.8 5 reviews
Premier Verified

$1,000+

$150 - $199 / hr

50 - 249

Irvine, CA

Services provided

15% Accounting

30% Fractional CFO Services

20% Business Consulting +6 services

10% Finance & Accounting Outsourcing (FAO)

5% Back Office Outsourcing

5% Financial Consulting

5% HR Consulting

5% HR Outsourcing

5% Recruitment Process Outsourcing

CFO Hub is a comprehensive accounting services provider, offering CFO, bookkeeping, financial analysis, and tax preparation services. Overall, the feedback is highly positive, with approximately 100% of reviewers praising their responsiveness, expertise, and ability to meet deadlines. The company is noted for quickly identifying client needs and providing precise financial reporting, making them a valued partner in financial strategy and management.

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Reviews mention Customized support
CFO Hub is praised for providing customized support that has significantly improved client operations. One client noted that CFO Hub's assigned CFO streamlined communication with investors, ensuring timely and accurate reporting. The client appreciated the open dialogue and proactive approach of the CFO Hub team, which fostered a strong rapport. Overall, the sentiment reflects a high level of satisfaction with the tailored financial guidance and responsiveness, although there is room for improvement in encouraging more assertive communication from the CFO.

Financial Consulting & Planning for Affordable Housing Group

4.5 Mar 30, 2021

They took a bit nudging; I had to call them personally and tell them to push us a bit, asking them to ruffle our feathers if that’s what they had to do. Our CFO is a bit slow to invest in technology, but I encouraged CFO Hub to cut to the chase and tell us what we need to do in plain language. When they did that, we began seeing how to take ownership of our financial environment. Rather than sit back and be told what to do, we started to be candid and honest.
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Financial Consulting & Planning for Affordable Housing Group

4.5 Mar 30, 2021

I appreciate cool people who speak openly and honestly, and I can pick up the phone and call CFO Hub whenever I have a question. We’ve had a very good rapport from the starting gate. They wrap their inquiries around conversations that seek to get to know me and us as individuals and an organization. I don’t enjoy working through a formal process, and that’s normally what I experience with accountants, but it’s not the case with CFO Hub.
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Industry Experience

CFO Hub has garnered positive feedback across various industries, demonstrating expertise in non-profit, real estate, and ERP implementation sectors. Clients highlighted their strengths in financial management, responsiveness, and ability to streamline operations. In the non-profit sector, they excel at compliance and reporting, while in real estate, they enhance financial clarity and investor communication. In other industries, their efficiency in accounting processes was noteworthy. Overall, the sentiment is highly favorable, particularly for organizations seeking financial strategy and operational stability.
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Non-profit Consulting IT Services Real estate Other industries

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$50,000 – $199,999 avg. project cost for Accounting services in Orange County

Accounting project highlight

Fractional CFO Services & Support for Youth Services Org
5.0 — CFO Hub has been hired by a youth services organization to assess their fiscal needs, support the transition of the CFO, develop policies and procedures, and support meeting lender requirements. Read more
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Review Rating from Clients

4.5/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Los Angeles-based clients praise CFO Hub for their comprehensive financial management, including reporting, compliance, and strategic growth support for nonprofits. They value the team's honesty, responsiveness, and expertise in handling complex financial projects, leading to clearer decision-making and improved stakeholder relations.
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indinero

5.0 18 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Walnut, CA

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

indinero is an accounting services firm offering bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.

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Reviews mention Proactive
Clients consistently highlight indinero's proactive approach, noting their commitment to timely and thorough service. One client emphasized that indinero is 'always on time, always thorough, and always proactive.' Additionally, their ability to adapt to the fast-paced needs of a marketing agency was praised, with the client stating they require partners who can keep up with such demands. Overall, the sentiment reflects a strong appreciation for indinero's proactive engagement and responsiveness.

Accounting Services for Background Check Organization

5.0 Apr 5, 2022

They were able to completely finish three years of closing the books in less than a month. After that, they immediately got us set up with the new system and meeting every week. They are overall an amazing support system to our organization, and I'll be lost without them.
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Industry Experience

Indinero demonstrates strong expertise across multiple sectors, including Advertising & Marketing and Medical, receiving high praise for their efficiency and responsiveness. Clients in Advertising & Marketing commend their ability to streamline accounting processes and provide strategic financial insights, while those in Medical sectors appreciate their compliance and timely reporting. Overall, feedback is positive, indicating that Indinero is particularly well-suited for companies seeking comprehensive accounting services in fast-paced and regulated industries.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software

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Average Project Cost Breakdown

$10,000 to $49,000 (9) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently praise inDinero for offering excellent value for money, with several reviews highlighting that their pricing fits within budget and reflects good quality service. One client noted, "Good value for cost," while another emphasized their flexible pricing structure. Overall sentiment indicates that clients feel they receive comprehensive accounting services that exceed expectations, contributing to improved financial management and operational efficiency.
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More responsive than most other service providers

indinero is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Ravix Group

4.9 10 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Manhattan Beach, CA

Services provided

40% Accounting

20% Fractional CFO Services

15% HR Consulting +2 services

15% HR Outsourcing

10% Executive Search

Ravix Group is a comprehensive accounting services firm offering bookkeeping, financial reporting, tax filing, financial statement preparation, and business auditing. Across multiple reviews, clients commend Ravix Group for their expertise, timely delivery, and flexibility, with 100% positive feedback highlighting their knowledgeable and responsive team. They are particularly praised for their excellent customer service and ability to adapt to client needs.

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Ravix Group as offering good value for money, with many highlighting their competitive pricing and quality of service. One client noted that their pricing fit within budget while providing great value. Another emphasized significant cost savings compared to hiring full-time staff. Overall sentiment reflects satisfaction with the balance of cost and delivered services, with clients appreciating timely and effective project management without any noted areas for improvement regarding pricing.
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More responsive than most other service providers

Ravix Group is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Oklahoma City, Oklahoma (1) Milwaukee, Wisconsin (1) Livermore, California (1) Menlo Park, California (1) San Jose, California (1) Walnut Creek, California (1) Seattle, Washington (1) Fletcher, North Carolina (1) Brisbane, California (1) La Jolla, California (1)

This provider is fluent in 1 language:

English

This provider is available in 2 time zones:

Eastern Standard Time (EST)

Pacific Standard Time (PST)

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1 of 1 Orange County-based review is 5 stars

1 Orange County-based review for Accounting in past 6 months

Unknown avg. project cost for Accounting services in Orange County

Accounting project highlight

Accounting & HR Outsourcing for AV Production Support Co
5.0 — Ravix Group provides accounting and HR outsourcing services for an AV production support company. The team provides accounting, tax preparation, and recruitment, as well as an HR expert for Read more
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Basis 365 Accounting

4.9 17 reviews
Verified

$1,000+

Undisclosed

10 - 49

Irvine, CA

Services provided

35% Accounting

60% Finance & Accounting Outsourcing (FAO)

5% Back Office Outsourcing

Basis 365 Accounting is a specialized accounting firm offering comprehensive bookkeeping, financial reporting, tax preparation, and financial advisory services. With an impressive 100% positive feedback rate, clients consistently commend their responsiveness, professionalism, and integration of technology into accounting processes. Approximately 90% of reviewers highlight their proficiency in streamlining bookkeeping and financial statement preparation, which supports informed business decisions. Their tailored approach and dedication to client needs further underscore their reputation as a reliable partner for e-commerce businesses.

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Industry Experience

Basis 365 Accounting has demonstrated expertise primarily in the Retail industry, particularly e-commerce, where they excel in managing complex bookkeeping and integrating accounting software. Clients in this sector commend their proactive support and deep understanding of inventory management. Additionally, they have worked with companies across diverse sectors, including manufacturing, life sciences, and digital marketing, receiving positive feedback for their tailored solutions and efficient processes. Overall, clients express high satisfaction with their professionalism, responsiveness, and the significant improvements in operational efficiency.
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Consumer Products Other Industry Human Resources IT Services Design Advertising & marketing Consulting Other industries Retail

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Irvine, California (3) Los Angeles, California (3) San Francisco, California (2) Costa Mesa, California (1) San Rafael, California (1) Seattle, Washington (1)

This provider is fluent in 1 language:

English

This provider is available in 4 time zones:

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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7 of 7 Orange County-based reviews are 5 stars

$10,000 – $49,000 avg. project cost for Accounting services in Orange County

Accounting project highlight

Outsourced CFO & International Expansion Support for Mobile Tech Studio
5.0 — As an outsourced partner, Basis 365 managed onboarding and international transaction processes. They provide a full suite of CFO services, including bookkeeping, invoicing, cash-flow forecasting, Read more
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Review Rating from Clients

5.0/5.0

Quality

4.9

Schedule

4.9

Cost

4.9

Willing to Refer

5.0

Local reviewers emphasize Basis 365's proficiency in handling diverse financial needs—from startup bookkeeping to CFO services—using modern, web-based platforms. Their proactive communication, adaptability, and deep understanding of tech-driven industries make them a reliable partner for companies seeking efficient, scalable accounting solutions.
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Dark Horse CPAs

Not yet reviewed
Verified

$1,000+

$300+ / hr

50 - 249

Encinitas, CA

Services provided

50% Accounting

40% Finance & Accounting Outsourcing (FAO)

10% Financial Advising & Planning

Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.
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Meru Accounting

4.5 35 reviews

Undisclosed

< $25 / hr

1,000 - 9,999

Santa Ana, CA

Services provided

40% Accounting

40% Finance & Accounting Outsourcing (FAO)

10% ERP Consulting and SI +1 service

10% Tax Law

Meru Accounting is an accounting services firm offering bookkeeping, financial statement preparation, and tax preparation. Reviews reveal mixed feedback, with around 60% highlighting timeliness and professionalism in financial reporting, while others note issues with communication and unmet commitments. Clients appreciate Meru's industry-specific expertise and cost-effective solutions, although some have reported concerns about service delivery and responsiveness.

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Reviews mention Reliable
Clients have consistently praised Meru Accounting for their reliability and commitment to quality. One client noted the 'strong commitment to meeting our needs' and highlighted their ability to deliver work on time, which fostered a sense of trust. Another emphasized the 'peace of mind' gained from their professional handling of bookkeeping tasks. Despite minor suggestions for a more proactive approach, overall sentiment reflects high satisfaction with their dependable services.

Accounting Services for Furniture Company

5.0 May 11, 2023

Their project management approach is characterized by efficiency, reliability, and a strong commitment to meeting our needs. They have consistently demonstrated their dedication to delivering quality work on time and addressing our requirements with a high level of responsiveness and professionalism.
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18 of 25 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping Services for E-Commerce Business
5.0 — Meru Accounting provides bookkeeping services for an e-commerce business. Read more
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Average Project Cost Breakdown

Less than $10,000 (13) $10,000 to $49,000 (5)

What Clients Have Said
The feedback regarding Meru Accounting's cost and value for money is mixed. Several clients highlighted their pricing as fitting within budget and providing good value, with one client noting, 'Pricing fit our budget' and 'Good value for cost.' However, there are significant concerns, particularly with clients reporting issues of unrendered services and disputes over fees, such as a CEO who stated, 'Meru refused to refund the deposit' for services that were never delivered. Overall, while some clients appreciate their cost-effectiveness, others express dissatisfaction with the value received.
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United States (17) Australia (2) Canada (2) Cayman Islands (1) India (1) Ireland (1) New Zealand (1)

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SmartBean® Bookkeeping

5.0 11 reviews

Undisclosed

Undisclosed

10 - 49

Tustin, CA

Services provided

100% Accounting

SmartBean® Bookkeeping is a reputable firm providing comprehensive bookkeeping and financial services. Clients consistently highlight their exceptional communication and transparency, with no hidden fees, and 100% satisfaction. Approximately 90% of reviewers commend their efficient processes and reliable access to financial data, making SmartBean an ideal partner for small businesses seeking dependable bookkeeping and financial reporting solutions.

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Reviews mention Timely
Overall, clients express a highly positive sentiment regarding SmartBean® Bookkeeping's timeliness. They highlight the company's efficiency in meeting deadlines and providing timely reports. For instance, one client noted that SmartBean balances their books monthly and delivers quarterly reports, significantly alleviating tax season stress. Another client emphasized that SmartBean communicates effectively and meets deadlines, which allows them to focus on their business. Clients appreciate the seamless workflow and responsiveness of the SmartBean team.

Bookkeeping for Managed Service Provider

5.0 Aug 3, 2020

They’ve performed very well as far as communicating and meeting deadlines. We keep in touch over emails and phone conversations.
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Bookkeeping, Reporting, & Bill Pay for Creative Agency

4.5 Feb 18, 2020

They’ve done everything they said they were going to do at the appropriate deadline. They’re very thorough and upfront when it comes to the onboarding process. They’re great at communicating, setting expectations, and meeting deadlines.
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Industry Experience

SmartBean® Bookkeeping has demonstrated strong expertise in diverse industries, including Real Estate, Arts, IT Services, Legal, Healthcare, and Beauty & Cosmetics. Clients commend their transparent communication, responsiveness, and tailored bookkeeping services, resulting in improved financial clarity and efficiency. Overall sentiment is positive across all sectors, highlighting the provider's ability to support small businesses with reliable, affordable services while easing administrative burdens.
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Real estate Arts, entertainment & music Other Industry Advertising & marketing Hospitality & leisure IT Services Legal Healthcare Beauty & Cosmetics Design

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Orange County, California (3) Costa Mesa, California (2) Tampa, Florida (1) Atlanta, Georgia (1) Decatur, Georgia (1) Newport Beach, California (1) Tustin, California (1) Puyallup, Washington (1)

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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Reviewers from California commend SmartBean® Bookkeeping for their reliable, high-quality financial management, including bookkeeping, tax prep, and expense auditing. Their team’s expertise and proactive communication help small businesses and professionals streamline operations and reduce stress.
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Bharmal & Associates, Inc.

5.0 3 reviews

$1,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Services provided

90% Accounting

10% Business Consulting

Bharmal & Associates, Inc. is an accounting firm offering services such as bookkeeping, CPA, tax preparation, and financial advisory. Reviews highlight their responsiveness and expertise, with 100% of clients appreciating their tailored approach and strategic tax advice. Although not the most affordable, clients value the quality and trust established, with notable praise for their personalized client care.

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Industry Experience

Bharmal & Associates, Inc. has demonstrated expertise primarily in the Healthcare and Construction industries. In Healthcare, clients praised their regulatory compliance knowledge and effective tax strategies, resulting in significant financial benefits. Construction clients valued their responsive communication and thorough bookkeeping services, citing improved financial clarity. Overall, the sentiment across both industries highlights their professionalism, attentiveness, and the impactful guidance they provide, making them a strong fit for clients in these sectors.
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Healthcare Construction

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Average Project Cost Breakdown

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

What Clients Have Said
Clients of Bharmal & Associates, Inc. generally perceive their services as offering good value for money, despite some concerns regarding pricing. One client noted they spent between $6,000 and $8,000 annually but found the services instrumental in optimizing their tax situation, stating, "I made twice as much money and paid half as much in taxes." Another client mentioned, "They’re not the most affordable, but they do great work," reflecting a sentiment that quality justifies the cost.
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3 of 3 Orange County-based reviews are 5 stars

$10,000 – $49,000 avg. project cost for Accounting services in Orange County

Accounting project highlight

Accounting for Acrobatics Gym
5.0 — An acrobatic and parkour studio employs Bharmal & Associates, Inc. for their accounting services. The team does their basic accounting, and then assists with their corporate taxes each Read more
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

4.7

Willing to Refer

5.0

California clients appreciate Bharmal & Associates' extensive experience in accounting, tax, and compliance services for small to medium businesses. They highlight the team's responsiveness, ethical standards, and ability to handle complex transactions, fostering long-term relationships built on trust and personalized support.
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Tehrani & Velez, LLP

5.0 1 review

$5,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Tehrani & Velez, LLP is an accounting firm specializing in bookkeeping, tax filing, and financial advisory services. The firm is praised for its personalized and timely service, with a perfect client satisfaction rate, as all feedback is positive. Reviewers highlight their effective project management and tailored advice, noting the firm's ability to adapt to clients' needs despite its growth.

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Industry Experience

Tehrani & Velez, LLP has demonstrated strong expertise in the IT Services sector, particularly in tax filing and bookkeeping for small businesses. Clients commend their personalized service, timely deliverables, and effective communication. The firm's tailored approach ensures a significant positive impact on client financial management, with no reported issues like audits. Overall sentiment in this industry is highly favorable, making them a suitable choice for companies seeking dedicated financial support.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Tehrani & Velez, LLP as offering good value for money, with one client noting an investment of over $10,000 since 2009 without any audits or issues. Their ongoing relationship is marked by timely tax filings and personalized service despite their growth. The firm is praised for maintaining a tailored approach and providing reliable support, which enhances the overall perceived value of their services.
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1 of 1 Orange County-based review is 5 stars

$10,000 – $49,000 avg. project cost for Accounting services in Orange County

Accounting project highlight

Tax Prep & Bookkeeping for Video Production Agency
5.0 — Tehrani & Velez, LLP provides ongoing tax filing and bookkeeping services. In addition to managing these accounts monthly and yearly, they also give insight into financial planning and Read more
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BEAN COUNTER

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Whittier, CA

Services provided

50% Accounting

50% Financial Advising & Planning

BEAN COUNTER is an accounting services company specializing in bookkeeping, tax preparation, and financial advisory. Their clients praise their communicative approach and consistent on-time delivery of tax documents, with 100% of reviewers highlighting cost reduction and fair pricing. Some suggest expanding their staff to further enhance service delivery.

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Industry Experience

Bean Counter Bookkeeping LLC has demonstrated expertise primarily in the international trade and development sector, with notable strengths in accounting for the cannabis industry, inheritance, and federal tax laws. Clients commend their effective communication, commitment to cost reduction, and timely project management. Overall sentiment is positive, highlighting reliability and a client-centric approach, making them an ideal fit for businesses in need of specialized accounting services in these sectors.
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Other Industry

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Whittier, CA

7355 Greenleaf Ave
Whittier, CA 90602
6 - 9

(760)-322-4011

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1 of 1 Orange County-based review is 5 stars

Less than $10,000 avg. project cost for Accounting services in Orange County

Accounting project highlight

Accounting Services for International Trade & Dev Company
5.0 — An international trade and development company hired Bean Counter Bookkeeping LLC to provide accounting services. They manage the clients bookkeeping tasks regarding California's and federal's Read more
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The Muller Company

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Irvine, CA

Services provided

20% Accounting

50% Commercial Brokerage Services

30% Architectural Design

The Muller Company is a branding and marketing firm renowned for its expertise in refining brand messaging and website content. The company's reviews reflect a 100% positive sentiment, highlighting their exceptional attention to detail and commitment to timely delivery. A consistent theme is their ability to enhance brand professionalism, leading to increased customer engagement and inquiries.

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Industry Experience

The Muller Company has received positive feedback primarily from clients in the financial services sector. They are praised for their expertise in rebranding and website content development, with clients noting significant improvements in customer engagement and professional appearance. Their strengths include attentive project management, clear communication, and a strong alignment with client values. This indicates a strong fit for clients in financial services looking for impactful branding and marketing solutions.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with The Muller Company's cost-effectiveness and value for money. One review highlighted a significant improvement in brand presentation and customer engagement, indicating that the investment led to tangible results. The company's commitment to delivering projects on time and their attentiveness to client needs were also praised, reinforcing the perception that clients received excellent value for their expenditure. Overall, the sentiment reflects a strong alignment of service quality with pricing.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Los Angeles-based clients praise The Muller Company for their expertise in branding and website content, significantly improving messaging and customer engagement. They deliver on time with meticulous attention to detail, helping clients enhance their professional image and attract more inquiries through tailored content and strategic rebranding.
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Wertz & Company, LLP

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Services provided

100% Accounting

Wertz & Company, LLP is an accounting services firm providing comprehensive bookkeeping, tax preparation, and financial advisory services. Reviews highlight their efficiency, saving clients 30-40 hours monthly, and their proactive tax management. While 100% of feedback is positive, clients suggest clearer communication in layman's terms. They excel as strategic business partners beyond core financial services.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Tax Services for Digital Agency
5.0 — Wertz & Company provided full-service accounting solutions for the client, including bookkeeping and tax planning. The team also acted as a consultant for the client, advising them on financial Read more
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Industry Experience

Wertz & Company, LLP has demonstrated expertise primarily in the Advertising & Marketing industry, where they provide comprehensive financial management services, including bookkeeping and tax planning. Clients appreciate their strategic partnership approach, proactive communication, and ability to implement efficient systems that save time and costs. Overall, their strengths lie in financial advisory and operational efficiency, making them a suitable choice for businesses seeking holistic financial solutions within this sector.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Wertz & Company, LLP as providing good value for money. One client noted an annual investment of approximately $15,000, highlighting significant time savings of 30-40 hours per month due to the firm's efficiency and automation tools. Their clear and understandable proposals were also appreciated. However, some feedback suggested that simplifying technical jargon could enhance client understanding. Overall, the sentiment reflects a strong value proposition with effective service delivery.
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A Bigger Bottom Line, LLC.

5.0 1 review

$5,000+

$150 - $199 / hr

2 - 9

Los Angeles, CA

Services provided

50% Accounting

40% Business Consulting

10% Financial Consulting

A Bigger Bottom Line, LLC. is a forward-thinking company specializing in Accounting Services, particularly in leveraging cloud-based systems and software integrations. The company receives overwhelmingly positive feedback for its transformative impact, with clients appreciating its futuristic approach and the enhanced freedom it provides. Reviewers commend their detailed project management and communication, with 100% highlighting their commitment and innovative solutions.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services & Cloud Integrations for Broker Company
5.0 — A Bigger Bottom Line, LLC. went above bookkeeping, helping with software integration. Moving a broker firm into the cloud, they set them up on 23 pieces of software including Cludo, Hubdoc, Keap, Read more
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Average Project Cost Breakdown

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

What Clients Have Said
Clients report that A Bigger Bottom Line, LLC provides exceptional value for money, often exceeding expectations. One client noted that for approximately $1,900 USD per month, they received extensive support in integrating multiple software solutions, leading to significant operational improvements. The sentiment is overwhelmingly positive, with comments highlighting the company's innovative approach and the freedom it offers clients. Overall, clients feel they gain much more than they invest, reinforcing the company's commitment to delivering a 'bigger bottom line.'
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Los Angeles, CA

4470 W Sunset Blvd Unit 90599
Los Angeles, CA 90027
1

855-752-6886

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Squar Milner

1.0 1 review

$1,000+

$100 - $149 / hr

250 - 999

Newport Beach, CA

Services provided

100% Accounting

Squar Milner is a firm specializing in Accounting Services, including CPA, Financial Reporting, Tax Preparation, and Business Auditing. While they demonstrate expertise in international transactions and complex tax preparation, feedback indicates significant dissatisfaction, with 100% of reviewers expressing concerns over billing transparency and incomplete services. Squar Milner's understanding of international transactions was noted positively, but other aspects were problematic for clients.

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Industry Experience

Squar Milner has experience primarily in the legal and corporate sectors, particularly with international tax matters. Feedback indicates strengths in understanding complex international transactions and providing tax advice. However, their performance has faced criticism for unclear billing practices, missed deadlines, and incomplete work, leading to negative impacts on clients' finances. Overall, the sentiment in the legal industry leans towards caution, suggesting potential clients emphasize clear communication and detailed engagement agreements.
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Legal

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients have expressed significant concerns regarding Squar Milner's pricing and value for money. One client reported spending nearly $500,000 but received vague billing statements and felt that charges were made for incomplete work. They emphasized the need for detailed engagement letters to clarify costs. Overall, the sentiment reflects dissatisfaction with the perceived lack of transparency and the high costs compared to the quality of service delivered.
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Newport Beach, CA

4100 Newport Place Drive, Suite 600
Newport Beach, CA 92660
101 - 150

949.222.2999

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Aldrich

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Irvine, CA

Services provided

60% Accounting

40% Business Consulting

Founded in 1973, Aldrich is an Accounting company. The team provides Accounting and Business Consulting.
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Irvine, CA

200 Spectrum Center Drive
Irvine, CA 92618
76 - 100

8776204489

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Cosentus

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Services provided

50% Accounting

50% Business Consulting

Cosentus, a Business Consulting and Accounting company, is in Irvine, California. They focus on Business Consulting and Accounting.
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Signature Analytics

Not yet reviewed

$5,000+

$100 - $149 / hr

50 - 249

Irvine, CA

Services provided

80% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

Midsize Accounting company Signature Analytics, is based in San Diego, California and Irvine, California. Their services include Accounting and Business Consulting.
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Irvine, CA

2030 Main Street, Suite #235
Irvine, CA 92614
21 - 30

888-284-3842

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Think Plumb

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Newport Beach, CA

Services provided

30% Accounting

70% Finance & Accounting Outsourcing (FAO)

Think Plumb, a Finance & Accounting Outsourcing (FAO) company, was founded in 1996. The agency focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is midsize.
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Newport Beach, CA

100 Bayview Cir
Newport Beach, CA 92660
21 - 30

888-976-2358

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Gursey Schneider

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

Irvine, CA

Services provided

100% Accounting

Based in Los Angeles, California and Torrance, California, Gursey Schneider is a midsize Accounting company. Their services include Accounting.
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Irvine, CA

2211 Michelson Drive, Suite 830
Irvine, CA 92612
2 - 5

949.265.9900

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Irvine Bookkeeping

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Irvine, CA

Services provided

100% Accounting

Launched in 2009, Irvine Bookkeeping is an Accounting company. The agency focuses on Accounting.
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SingerLewak

Not yet reviewed

$1,000+

$100 - $149 / hr

250 - 999

Irvine, CA

Services provided

100% Accounting

SingerLewak is a Los Angeles, California-based Accounting company. They specialize in Accounting.
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Irvine, CA

2050 Main St., 7th Floor
Irvine, CA 92614
50 - 75

949.261.8600

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Cube Accounting Solutions

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Newport Beach, CA

Services provided

95% Accounting

3% Finance & Accounting Outsourcing (FAO)

2% Financial Advising & Planning

Founded in 2019, Cube Accounting Solutions is an Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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Marcum LLP

Not yet reviewed

$1,000+

$100 - $149 / hr

1,000 - 9,999

Irvine, CA

Services provided

100% Accounting

Marcum LLP, an Accounting company, was launched in 1951. The team specializes in Accounting and is in New York, New York and Irvine, California.
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Irvine, CA

1920 Main Street Suite 950
Irvine, CA 92614
41 - 49

949.236.5600

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10 Tax Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Ana, CA

Services provided

80% Accounting

20% Tax Law

10 Tax Services is an Accounting company. Their team is located in Santa Ana, California. The company offers Accounting and Tax Law.
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Artemis

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Services provided

10% Accounting

25% Executive Search

25% IT Staff Augmentation +3 services

15% Recruiting

15% Staffing

10% Finance & Accounting Outsourcing (FAO)

Headquartered in Irvine, California and Irvine, California, Artemis is an IT staff augmentation company. Their services include IT staff augmentation and Executive Search.
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Nigro Karlin Segal Feldstein & Bolno

Not yet reviewed

$1,000+

$100 - $149 / hr

250 - 999

Newport Beach, CA

Services provided

100% Accounting

Founded in 1981, Nigro Karlin Segal Feldstein & Bolno, a midsize Accounting company, is headquartered in Los Angeles, California and San Francisco, California. Their team specializes in Accounting.
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Newport Beach, CA

3991 MacArthur Blvd., Ste. 125
Newport Beach, CA 92660
6 - 9

949.809.2811

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White Nelson Diehl Evans

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

Irvine, CA

Services provided

100% Accounting

Accounting company White Nelson Diehl Evans focuses on Accounting. They were founded in 1927.
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Windes

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

Irvine, CA

Services provided

100% Accounting

Windes is an Accounting company. They specialize in Accounting and were established in 1926.
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Irvine, CA

18201 Von Karman Avenue Suite 1060
Irvine, CA 92612
50 - 75

949.271.2600

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CNM LLP

Not yet reviewed

$1,000+

$50 - $99 / hr

50 - 249

Irvine, CA

Services provided

100% Accounting

Accounting company CNM LLP is in Los Angeles, California and Irvine, California. Launched in 2003, the team offers Accounting.
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Irvine, CA

6 Venture, Suite 365
Irvine, CA 92618
10 - 15

949.491.9900

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KTimeHR

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Services provided

40% Accounting

40% HR Consulting

20% Business Consulting

KTimeHR is an Accounting company. The Irvine, California-based agency provides Accounting and HR Consulting.
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Heston & Heston

Not yet reviewed

$1,000+

$300+ / hr

2 - 9

Irvine, CA

Services provided

100% Accounting

Heston & Heston is an Accounting company headquartered in Irvine, California and Riverside, California. They offer Accounting and were launched in 1981.
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Frazer, LLP

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

Brea, CA

Services provided

100% Accounting

Frazer, LLP is a midsize Accounting company based in Brea, California and Visalia, California. The team provides Accounting.
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KSJG LLP

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

Irvine, CA

Services provided

100% Accounting

KSJG LLP is an Accounting company. They are headquartered in Irvine, California. Their team offers Accounting.
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YH Advisors

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Huntington Beach, CA

Services provided

100% Accounting

YH Advisors, an Accounting company, specialize in Accounting. They were launched in 2011.
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Bristol Healthcare Services

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Cerritos, CA

Services provided

20% Back Office Outsourcing

20% Finance & Accounting Outsourcing (FAO)

20% Insurance Services & Brokers +3 services

20% Other IT Consulting and SI

10% Call Center Services

10% Customer Service Outsourcing

Bristol Healthcare Services is an other IT consulting and SI company. Based in Cerritos, California, their team provides other IT consulting and SI and Back Office Outsourcing.
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Hiphen Consulting

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Irvine, CA

Services provided

25% Accounting

25% Business Consulting

20% Finance & Accounting Outsourcing (FAO) +2 services

20% Fractional CFO Services

10% IT Managed Services

Hiphen Consulting, a Business Consulting company, is headquartered in Dubai, United Arab Emirates and Bengaluru, India. They offer Business Consulting and Accounting and were established in 2021.
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Irvine, CA

300 Spectrum Center Drive
Irvine, CA 92618
10 - 15

+1 (949) 208 7363

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Raimondo Pettit Group

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Irvine, CA

Services provided

100% Accounting

Raimondo Pettit Group, an Accounting company, is based in Long Beach, California and Torrance, California. Their services include Accounting.
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Irvine, CA

19200 Von Karman Avenue Suite 850
Irvine, CA 92612
2 - 5

949.453.0256

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RJI CPAs

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Irvine, CA

Services provided

100% Accounting

Established in 1980, RJI CPAs, a small Accounting company, is headquartered in Irvine, California. Their team specializes in Accounting.
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Tandy Consulting Inc

Not yet reviewed

Undisclosed

$100 - $149 / hr

2 - 9

Fullerton, CA

Services provided

45% Accounting

25% Fractional CFO Services

15% Business Consulting +1 service

15% Financial Consulting

Small Accounting company Tandy Consulting Inc, is based in Fullerton, California and Grover Beach, California. The team focuses on Accounting and Fractional CFO Services.
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Emil Estafanous, CPA, CFF, CGMA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Norwalk, CA

Services provided

100% Accounting

Emil Estafanous, CPA, CFF, CGMA is an Accounting company. Located in Norwalk, California, the agency was launched in 1985. Their team provides Accounting.
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Syriac CPA Tax & Accounting Services Inc

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Newport Beach, CA

Services provided

30% Accounting

40% Financial Advising & Planning

30% Compliance Consulting

Syriac CPA Tax & Accounting Services Inc is a small Financial Advising & Planning company founded in 2015. Their services include Financial Advising & Planning and Accounting.
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Newport Beach, CA

4425 Jamboree Road
Newport Beach, CA 92660
2 - 5

(949) 397-2337

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KIN Logistic Solutions

5.0 1 review

$1,000+

< $25 / hr

50 - 249

Rolling Hills Estates, CA

Services provided

10% Accounting

10% Back Office Outsourcing

10% Customs brokerage +7 services

10% Logistics & Supply Chain Consulting

10% Ocean Freight

10% Rail Freight

10% Recruiting

10% Recruitment Process Outsourcing

10% Staffing

10% Trucking

KIN Logistic Solutions specializes in Accounting Services, emphasizing financial reporting and bookkeeping. Reviews indicate a 100% positive feedback rate, highlighting their strong commitment to efficiency and accuracy. Clients commend their timely invoicing, payment tracking, and operational efficiency enhancements through real-time updates and reporting.

See all 1 projects

1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Back Office Outsourcing for General Sales Supplier
5.0 — KIN Logistic Solutions provided virtual assistance and back office services for a general sales supplier. The team organized the client's financial records, invoicing, payment tracking, and Read more
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Industry Experience

KIN Logistic Solutions demonstrates strong expertise in the Consumer Products industry, with a focus on operational efficiency and financial accuracy. Client feedback highlights their commitment to timely project execution and enhanced administrative processes. This positive sentiment reflects their capability to streamline operations and improve reporting systems, making them a suitable partner for businesses seeking operational improvements in consumer-centric sectors.
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Consumer Products

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed positive sentiments regarding KIN Logistic Solutions' cost-effectiveness and value for money. One CEO noted improvements in financial accuracy and operational efficiency, highlighting the company's commitment to timely invoicing and smooth coordination, which delivered significant time savings on administrative tasks. Overall, clients found the pricing reasonable given the high level of service and commitment to efficiency, with no significant areas for improvement identified.
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Core Benefits

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Newport Beach, CA

Services provided

10% Accounting

60% HR Consulting

30% Business Consulting

Core Benefits is a HR Consulting company. Founded in 1989, the agency is located in Newport Beach, California. Their services include HR Consulting and Business Consulting.
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Yorktown Main LLC

Not yet reviewed

$1,000+

$300+ / hr

2 - 9

Huntington Beach, CA

Services provided

40% Accounting

60% Tax Law

Yorktown Main LLC is a Tax Law company. They are in Huntington Beach, California and have small team of experts. Their services include Tax Law and Accounting.
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More responsive than most other service providers

Yorktown Main LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

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Nexus Square

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Brea, CA

Services provided

100% Accounting

Nexus Square, an Accounting company, is based in Brea, California. They offer Accounting.
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Construction Cost Accounting

Not yet reviewed

$10,000+

$150 - $199 / hr

2 - 9

Irvine, CA

Services provided

100% Accounting

Established in 2019, Construction Cost Accounting is a small Accounting company. Their services include Accounting.
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TaxExpertsofOC.com

Not yet reviewed

$25,000+

$200 - $300 / hr

2 - 9

Santa Ana, CA

Services provided

100% Accounting

TaxExpertsofOC.com is a Santa Ana, California-based Accounting company. They provide Accounting.
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American Time and Labor Company

Not yet reviewed

$50,000+

Undisclosed

2 - 9

Irvine, CA

Services provided

60% Accounting

20% PEO/Employee Leasing

10% Business Consulting +1 service

10% HR Consulting

American Time and Labor Company is a small Accounting company headquartered in Irvine, California and Oceanside, California. The team focuses on Accounting and PEO/Employee Leasing.
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Vessel Advisors

Not yet reviewed

$1,000+

Undisclosed

10 - 49

Irvine, CA

Services provided

20% Accounting

20% Business Consulting

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Fractional CFO Services

Accounting company Vessel Advisors specializes in Accounting and Business Consulting. They are in Irvine, California.
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Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

In-depth client interviews and ratings
Comprehensive project details
Market presence
Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Basis 365 Accounting

2 Pacific Accounting & Business Services

3 Meru Accounting

4 SmartBean® Bookkeeping

5 CFO Hub

6 Bharmal & Associates, Inc.

7 Tehrani & Velez, LLP

8 BEAN COUNTER

9 indinero

10 The Muller Company

11 Wertz & Company, LLP

12 A Bigger Bottom Line, LLC.

13 Squar Milner

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.

By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More

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
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 13 Orange County Financial Services Companies

Basis 365 Accounting

$1,000+

Undisclosed

10 - 49

Irvine, CA

Ability to deliver

31.7/40.0

15.8/20 Reviews

8.4/10 Clients & Experience

7.5/10 Market Presence

Service focus

35% Accounting

65% Other

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Pacific Accounting & Business Services

$1,000+

Undisclosed

1,000 - 9,999

Irvine, CA

Ability to deliver

31.5/40.0

17.8/20 Reviews

6.6/10 Clients & Experience

7.1/10 Market Presence

Service focus

60% Accounting

40% Other

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Meru Accounting

Undisclosed

< $25 / hr

1,000 - 9,999

Santa Ana, CA

Ability to deliver

26.9/40.0

15.2/20 Reviews

2.2/10 Clients & Experience

9.5/10 Market Presence

Service focus

40% Accounting

60% Other

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SmartBean® Bookkeeping

Undisclosed

Undisclosed

10 - 49

Tustin, CA

Ability to deliver

26.7/40.0

16.2/20 Reviews

4.4/10 Clients & Experience

6.2/10 Market Presence

Service focus

100% Accounting

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CFO Hub

$1,000+

$150 - $199 / hr

50 - 249

Irvine, CA

Ability to deliver

24.6/40.0

16/20 Reviews

2.1/10 Clients & Experience

6.5/10 Market Presence

Service focus

15% Accounting

85% Other

View Profile Visit Website
Bharmal & Associates, Inc.

$1,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Ability to deliver

24.6/40.0

16.2/20 Reviews

2.8/10 Clients & Experience

5.5/10 Market Presence

Service focus

90% Accounting

10% Other

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Tehrani & Velez, LLP

$5,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Ability to deliver

22.1/40.0

16.2/20 Reviews

1/10 Clients & Experience

4.9/10 Market Presence

Service focus

80% Accounting

20% Other

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BEAN COUNTER

Undisclosed

Undisclosed

10 - 49

Whittier, CA

Ability to deliver

22.1/40.0

16.2/20 Reviews

0.7/10 Clients & Experience

5.2/10 Market Presence

Service focus

50% Accounting

50% Financial Advising & Planning

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indinero

Undisclosed

$100 - $149 / hr

50 - 249

Walnut, CA

Ability to deliver

37.6/40.0

17.6/20 Reviews

10/10 Clients & Experience

10/10 Market Presence

Service focus

30% Accounting

70% Other

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The Muller Company

Undisclosed

Undisclosed

50 - 249

Irvine, CA

Ability to deliver

16.2/40.0

16.2/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Accounting

80% Other

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Wertz & Company, LLP

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Ability to deliver

16.2/40.0

16.2/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% Accounting

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A Bigger Bottom Line, LLC.

$5,000+

$150 - $199 / hr

2 - 9

Los Angeles, CA

Ability to deliver

26/40.0

16.2/20 Reviews

5.2/10 Clients & Experience

4.6/10 Market Presence

Service focus

50% Accounting

50% Other

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Squar Milner

$1,000+

$100 - $149 / hr

250 - 999

Newport Beach, CA

Ability to deliver

9.8/40.0

3.2/20 Reviews

0/10 Clients & Experience

6.6/10 Market Presence

Service focus

100% Accounting

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Aldrich

Undisclosed

Undisclosed

250 - 999

Irvine, CA

Ability to deliver

8.8/40.0

0/20 Reviews

0/10 Clients & Experience

8.8/10 Market Presence

Service focus

60% Accounting

40% Other

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Cosentus

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Ability to deliver

8.2/40.0

0/20 Reviews

2.1/10 Clients & Experience

6.1/10 Market Presence

Service focus

50% Accounting

50% Other

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Signature Analytics

$5,000+

$100 - $149 / hr

50 - 249

Irvine, CA

Ability to deliver

8.1/40.0

0/20 Reviews

1/10 Clients & Experience

7.1/10 Market Presence

Service focus

80% Accounting

20% Other

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Ravix Group

Undisclosed

Undisclosed

50 - 249

Manhattan Beach, CA

Ability to deliver

33.4/40.0

19/20 Reviews

4.9/10 Clients & Experience

9.5/10 Market Presence

Service focus

40% Accounting

60% Other

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Think Plumb

Undisclosed

Undisclosed

50 - 249

Newport Beach, CA

Ability to deliver

7.7/40.0

0/20 Reviews

2.1/10 Clients & Experience

5.6/10 Market Presence

Service focus

30% Accounting

70% Other

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Gursey Schneider

$1,000+

$100 - $149 / hr

50 - 249

Irvine, CA

Ability to deliver

7.7/40.0

0/20 Reviews

0/10 Clients & Experience

7.7/10 Market Presence

Service focus

100% Accounting

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Irvine Bookkeeping

$1,000+

$25 - $49 / hr

10 - 49

Irvine, CA

Ability to deliver

7.4/40.0

0/20 Reviews

1.4/10 Clients & Experience

6/10 Market Presence

Service focus

100% Accounting

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SingerLewak

$1,000+

$100 - $149 / hr

250 - 999

Irvine, CA

Ability to deliver

7.2/40.0

0/20 Reviews

0/10 Clients & Experience

7.2/10 Market Presence

Service focus

100% Accounting

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Cube Accounting Solutions

$1,000+

$25 - $49 / hr

50 - 249

Newport Beach, CA

Ability to deliver

6.2/40.0

0/20 Reviews

0/10 Clients & Experience

6.2/10 Market Presence

Service focus

95% Accounting

2% Financial Advising & Planning

3% Other

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Marcum LLP

$1,000+

$100 - $149 / hr

1,000 - 9,999

Irvine, CA

Ability to deliver

6/40.0

0/20 Reviews

0/10 Clients & Experience

6/10 Market Presence

Service focus

100% Accounting

View Profile Visit Website
10 Tax Services

Undisclosed

Undisclosed

2 - 9

Santa Ana, CA

Ability to deliver

6/40.0

0/20 Reviews

0/10 Clients & Experience

6/10 Market Presence

Service focus

80% Accounting

20% Other

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Artemis

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Ability to deliver

5.9/40.0

0/20 Reviews

0/10 Clients & Experience

6/10 Market Presence

Service focus

10% Accounting

90% Other

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Nigro Karlin Segal Feldstein & Bolno

$1,000+

$100 - $149 / hr

250 - 999

Newport Beach, CA

Ability to deliver

5.7/40.0

0/20 Reviews

0/10 Clients & Experience

5.7/10 Market Presence

Service focus

100% Accounting

View Profile Visit Website
White Nelson Diehl Evans

$1,000+

$100 - $149 / hr

50 - 249

Irvine, CA

Ability to deliver

5.6/40.0

0/20 Reviews

0/10 Clients & Experience

5.6/10 Market Presence

Service focus

100% Accounting

View Profile Visit Website
Windes

$1,000+

$100 - $149 / hr

50 - 249

Irvine, CA

Ability to deliver

5.6/40.0

0/20 Reviews

0/10 Clients & Experience

5.6/10 Market Presence

Service focus

100% Accounting

View Profile Visit Website

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