Top Financial Services Firms in Pennsylvania
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331 Companies
List of the Top Pennsylvania Financial Services Companies
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$50,000+$200 - $300 / hr10 - 49Serves PennsylvaniaServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency specializing in branding, 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.
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, 2019They’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 industriesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingBruce T. Hall, CPA is an Accounting company. Their small team is headquartered in Pittsburgh, Pennsylvania. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingDiPardo Eremic & Co. P.C. Is an Accounting company. They are headquartered in Pittsburgh, Pennsylvania and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
75% Accounting15% Business Consulting10% Finance & Accounting Outsourcing (FAO)Kathy L. Hess & Associates is an Accounting company. They provide Accounting and Business Consulting and are based in Pittsburgh, Pennsylvania.
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UndisclosedUndisclosed50 - 249Pittsburgh, PA
Services provided
50% Accounting25% Finance & Accounting Outsourcing (FAO)25% HR OutsourcingDonnelly-Boland and Associates, an Accounting company, was founded in 1992. The agency specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is midsize.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingAccounting and Business Consultants, LLC is an Accounting company founded in 1997. The firm focuses on Accounting.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
100% AccountingUSA Tax Service is an Accounting company. Located in Philadelphia, Pennsylvania, the agency was established in 2018. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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100% AccountingSpina & Company, LLC is a small Philadelphia, Pennsylvania-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingDale S. Goldberg, CPA is an Accounting company. Their team is headquartered in Philadelphia, Pennsylvania and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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100% AccountingMazzola & Company is an Accounting company. Established in 2017, the company is in Philadelphia, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bala Cynwyd, PA
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100% AccountingLocated in Bala Cynwyd, Pennsylvania, Cassidy Associates is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingCavanaughs Tax Service is an Accounting company. They are headquartered in Philadelphia, Pennsylvania and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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100% AccountingJBB & Associates, LLC is an Accounting company. Headquartered in Philadelphia, Pennsylvania, the agency was established in 2012. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Philadelphia, PA
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100% AccountingFounded in 1921, Tait Weller is an Accounting company. The midsize team offers Accounting.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
100% AccountingCPA Philly is a small Accounting company in Philadelphia, Pennsylvania. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
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75% Accounting15% Business Consulting10% Financial ConsultingMorris J Cohen & Co is an Accounting company. Established in 1929, the company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingDavid A Lopez & Co is a small Accounting company based in Philadelphia, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
50% Accounting50% Business ConsultingEstablished in 2011, JT Goldstein Accountants and Business Advisors is an Accounting and Business Consulting company. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingAtribus Solutions is a Philadelphia, Pennsylvania-based Accounting company. Launched in 2017, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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100% AccountingLocated in Philadelphia, Pennsylvania, June Ha CPA is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingAmro Azazi CPA, PC is a small Philadelphia, Pennsylvania-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
100% AccountingBowe and Associates CPA, a small Accounting company, is located in Philadelphia, Pennsylvania. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Erdenheim, PA
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100% AccountingLynn, Gottschalk and Company, LLC, an Accounting company, specializes in Accounting. The firm is located in Erdenheim, Pennsylvania.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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100% AccountingLocated in Philadelphia, Pennsylvania, Brown's Fulfillment Consulting & Accounting Firm is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingThe Fontana Group is an Accounting company. They are headquartered in Philadelphia, Pennsylvania and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingAffordable Accounting Solutions, a small Accounting company, is based in Philadelphia, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingTrueUp Business Solutions Ltd is an Accounting company. The agency is headquartered in Philadelphia, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingIn Philadelphia, Pennsylvania, Holtzman Tax and Financial Services is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosedFreelancerPittsburgh, PA
Services provided
80% Accounting20% Business ConsultingRichard A. Reynolds CPA is an Accounting company established in 1984. The team provides Accounting and Business Consulting and is headquartered in Pittsburgh, Pennsylvania.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
80% Accounting20% Business ConsultingPeter M. Habib & Associates, Inc. Is an Accounting company. The team focuses on Accounting and Business Consulting, and the company is located in Pittsburgh, Pennsylvania.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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100% AccountingDeSisto, Jones, Schneeberger & Associates, P.C., a small Accounting company, is headquartered in Pittsburgh, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
Services provided
80% Accounting20% Business ConsultingSmall Accounting company Bielau, Tierney, Coon & Company, P.C., is located in Pittsburgh, Pennsylvania. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingVertical Maven Group is an Accounting company. Their small team is located in Philadelphia, Pennsylvania. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
100% AccountingJagpat & Associates, CPA, a small Accounting company, is based in Philadelphia, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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100% AccountingAccounting company Adames Professional Services is based in Philadelphia, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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100% AccountingR T Schwer & Associates is an Accounting company. The small Pittsburgh, Pennsylvania-based team specializes in Accounting. The company was founded in 1973.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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100% AccountingParker Tax Services is a small Accounting company located in Philadelphia, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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80% Accounting20% Business ConsultingPeekz ConsultiN LLC is an Accounting company established in 2008. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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80% Accounting20% Business ConsultingOpaska & Company CPA's is an Accounting company launched in 1975. Headquartered in Pittsburgh, Pennsylvania, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
Services provided
70% Accounting20% Business Consulting10% Financial ConsultingEstablished in 1998, Markovitz Dugan & Associates, a small Accounting company, is located in Pittsburgh, Pennsylvania. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
80% Accounting20% Business ConsultingEstablished in 1949, Davis, Davis & Associates is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingEstablished in 1992, Barnes Tax Associates LLC is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
85% Accounting15% Business ConsultingSwartz Izenson & Associates, P.C. Is a small Pittsburgh, Pennsylvania-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingSteel City Accounting is a small Accounting company headquartered in Pittsburgh, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingAccounting company Cameron Professional Services Group, LLC specializes in Accounting. They are located in Pittsburgh, Pennsylvania.
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UndisclosedUndisclosedFreelancerPittsburgh, PA
Services provided
100% AccountingZero-Tax & Accounting Services is a Pittsburgh, Pennsylvania-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosedFreelancerPittsburgh, PA
Services provided
100% AccountingJTM Tax and Accounting Services is an Accounting company launched in 2009. The agency focuses on Accounting.
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UndisclosedUndisclosedFreelancerPittsburgh, PA
Services provided
100% AccountingLaunched in 1989, Innovative Bookkeeping is an Accounting company. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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100% AccountingO'Connor, Pagano and Associates is a Pittsburgh, Pennsylvania-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
70% Accounting30% Business ConsultingD'Angelo & Associates, Inc., an Accounting company, was launched in 2001. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingAccounting company Myers, Moidel & Taylor, P.C. Was founded in 1993. The firm offers Accounting, and is small.
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Focus (x-axis)
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List of the Top 15 Pennsylvania Financial Services Companies
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$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
34.1/40.016.8/20 Reviews10/10 Clients & Experience7.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.1/40.017/20 Reviews9.8/10 Clients & Experience4.4/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Mechanicsburg, PA
Ability to deliver
23.6/40.016.2/20 Reviews3.3/10 Clients & Experience4.1/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr1,000 - 9,999Wexford, PA
Ability to deliver
21.1/40.017/20 Reviews0/10 Clients & Experience4.1/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+Undisclosed2 - 9Philadelphia, PA
Ability to deliver
21/40.015.6/20 Reviews2.4/10 Clients & Experience3/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$25 - $49 / hr50 - 249Pittsburgh, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed50 - 249Mont Clare, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Elkins Park, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed10 - 49Bethlehem, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9Allentown, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Philadelphia, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Pittsburgh, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed10 - 49New Britain, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Camp Hill, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Souderton, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning25% Insurance Services & Brokers25% Other -
UndisclosedUndisclosed10 - 49Orwigsburg, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
$50,000+$100 - $149 / hr10 - 49Chesterbrook, PA
Ability to deliver
13.4/40.00/20 Reviews10/10 Clients & Experience3.4/10 Market PresenceService focus
14% Insurance Services & Brokers86% Other -
UndisclosedUndisclosed10 - 49Philadelphia, PA
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Lancaster, PA
Ability to deliver
12.8/40.00/20 Reviews8.3/10 Clients & Experience4.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49Pittsburgh, PA
Ability to deliver
7.2/40.00/20 Reviews3/10 Clients & Experience4.2/10 Market PresenceService focus
15% Accounting85% Other -
UndisclosedUndisclosed10 - 49Springfield, PA
Ability to deliver
6.3/40.00/20 Reviews2.1/10 Clients & Experience4.2/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed50 - 249Pittsburgh, PA
Ability to deliver
6.1/40.00/20 Reviews2.1/10 Clients & Experience4/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed2 - 9Wayne, PA
Ability to deliver
5.8/40.00/20 Reviews2.1/10 Clients & Experience3.7/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed10 - 49Allentown, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Philadelphia, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Harrisburg, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
$1,000+$100 - $149 / hr250 - 999Philadelphia, PA
Ability to deliver
4.5/40.00/20 Reviews0/10 Clients & Experience4.5/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Wexford, PA
Ability to deliver
4.4/40.00/20 Reviews0.7/10 Clients & Experience3.7/10 Market PresenceService focus
70% Accounting30% Financial Advising & Planning -
UndisclosedUndisclosed50 - 249Lancaster, PA
Ability to deliver
4.3/40.00/20 Reviews0/10 Clients & Experience4.3/10 Market PresenceService focus
100% Accounting
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