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Top Financial Services Firms in Philadelphia

Ratings Updated: June 9, 2026

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Philadelphia, PA

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 that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of CSTMR highlight a strong sentiment of satisfaction among clients, particularly regarding their expertise in branding and content strategy. One client from ValidMind noted that CSTMR's work led to a tripling of website traffic and customer acquisition within a year. The agency's responsiveness and methodical project management were also praised, with no significant areas for improvement identified. Clients advise potential customers to clearly outline their goals to maximize collaboration.
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Industry Experience

CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.
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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 Philadelphia, PA

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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George Dimov, CPA

4.9 36 reviews

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Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

Mount Laurel Township, NJ

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.

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Industry Experience

George Dimov, CPA has demonstrated expertise across diverse industries including advertising & marketing, information technology, financial services, real estate, and other sectors. Clients commend their thoroughness, proactive communication, and ability to deliver tailored solutions. The general sentiment is highly positive, with businesses reporting improved financial clarity, timely tax filings, and effective bookkeeping. This provider is particularly well-suited for companies requiring reliable financial management and strategic tax planning.
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Real estate Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services Advertising & marketing

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New York City, New York (5) Middletown, Delaware (1) Fort Lauderdale, Florida (1) Miami, United States (1) Bethesda, Maryland (1) Austin, Texas (1) Hamden, Connecticut (1) Los Angeles, California (1) Boston, Massachusetts (1)

This provider is fluent in 12 languages:

English

Mandarin

Spanish

Arabic

Hindi

Russian

Korean

Turkish

Vietnamese

Urdu

Ukrainian

Cantonese

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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Mount Laurel Township, NJ

801 South Church Street
Mount Laurel Township, NJ 08054
2 - 5

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1 of 1 Philadelphia-based review is 5 stars

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

Accounting project highlight

Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read more
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Top Virtual Assistant

5.0 72 reviews
Premier Verified

$1,000+

Undisclosed

50 - 249

Philadelphia, PA

Services provided

10% Accounting

30% Back Office Outsourcing

30% Content Writing Services +3 services

10% Call Center Services

10% Search Engine Optimization

10% Social Media Marketing

Top Virtual Assistant is a service provider specializing in virtual administrative support, including call handling, customer inquiries, scheduling, and dispatch coordination. Reviewers consistently praised their professionalism and efficiency, with 100% positive feedback highlighting improved response times, organized communication, and enhanced operational efficiency. A notable 80% of reviewers emphasized their reliability and ability to adapt swiftly to changing needs.

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Reviews mention Attentive
The feedback highlights a strong sentiment of attentiveness from Top Virtual Assistant's team. Clients noted their 'reliability and professionalism,' with particular emphasis on their ability to understand the specific needs of the towing business promptly. Project management was described as 'efficient and well-structured,' with clear communication and timely task handling. Overall, the experience was very positive, and clients found the service met their expectations without significant areas for improvement.

Virtual Assistant Services for Towing Company

5.0 Feb 2, 2026

The most impressive part was their reliability and professionalism. The virtual assistants were well-trained, attentive, and quickly understood our towing business needs.
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13 of 13 reviews are 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 13 times in the past 6 months
Recent client feedback highlights Top Virtual Assistant's exceptional service, emphasizing their reliability, professionalism, and effective communication. Clients noted significant improvements in administrative efficiency, faster response times, and enhanced organization. For instance, one client reported a 20-25 hour weekly time savings, while another praised the proactive handling of customer inquiries. Overall, sentiment is overwhelmingly positive, with suggestions for minor improvements, such as more detailed progress reporting.
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Average Project Cost Breakdown

$10,000 to $49,000 (21) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently highlight the excellent value for money provided by Top Virtual Assistant, noting their competitive pricing and high-quality service. One marketing manager remarked on the 'good value for cost,' while another client emphasized their ability to streamline operations, leading to significant time savings and improved efficiency. Overall, feedback reflects a strong sentiment of satisfaction with the cost-effectiveness of the services, with many stating they avoided the need for additional full-time staff, thereby reducing overhead costs.
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United States (14) Canada (7) Australia (1) England (1)

This provider is available in 37 time zones:

Colombia Time (COT)

Near East Time (NET)

Middle East Time (MET)

China Taiwan Time (CTT)

Gulf Standard Time (GST)

Brazil Eastern Time (BET)

Greenwich Mean Time (GMT)

India Standard Time (IST)

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CertPro CPA LLC

4.8 29 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Newark, DE

Services provided

10% Accounting

80% Cybersecurity

10% Business Valuation Services

CertPro CPA LLC is an accounting services firm specializing in SOC 2 readiness and attestation for AI-driven platforms. The company consistently delivers organized and reliable project management, enhancing clients’ audit readiness scores to over 95%. Approximately 100% of reviewers highlight their responsiveness and practical guidance, making compliance processes more efficient and less disruptive to engineering and operations teams.

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13 of 19 reviews are 5 stars

2 new reviews for Accounting services

Less than $10,000 avg. project cost

Reviewed 19 times in the past 6 months
Recent reviews for CertPro CPA LLC reflect a strong overall sentiment, highlighting their effective project management and expertise in achieving ISO and SOC compliance. Clients praised their timely delivery and clear communication, with one noting, "The project management was great... all questions were answered promptly." Another remarked on their ability to simplify complex compliance processes. However, a few suggestions for improvement included enhancing the efficiency of documentation updates. Overall, CertPro CPA LLC is regarded as a valuable partner in compliance certification.
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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Compliance Consulting for AI Solutions Company
5.0 — CertPro CPA LLC provided SOC 2 compliance consulting for an AI solutions company. The team did a gap assessment, aligned policies and processes, performed a risk analysis, and guided control Read more
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Average Project Cost Breakdown

Less than $10,000 (8)

What Clients Have Said
Clients consistently praise CertPro CPA LLC for providing exceptional value for money, often noting that their pricing aligns well with project budgets. Feedback highlights that the company delivers quality services, such as ISO and SOC compliance audits, on time and without major issues. One client remarked, 'Their pricing fit our budget, and they offered good value for the cost.' Overall sentiment reflects satisfaction with the cost-effectiveness and efficiency of their services.
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Bengaluru, India (3) Lucknow, India (1) Hyderabad, India (1) Pune, India (1)

This provider is fluent in 1 language:

English

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KDG

4.7 44 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Allentown, PA

Services provided

20% Accounting

25% Custom Software Development

20% IT Managed Services +3 services

15% UX/UI Design

10% Low/No Code Development

10% Web Design

KDG is a versatile company providing comprehensive Accounting Services, including bookkeeping, financial statement preparation, and financial analysis. Reviews indicate high satisfaction, with over 90% of clients noting their effective project management and responsiveness. They are commended for their ability to enhance financial efficiency and adaptability to client needs, although a few clients noted an initial adjustment period.

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1 of 1 reviews is 5 stars

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent client feedback highlights KDG's exceptional project management and deep understanding of sales processes. One client praised their ability to align Zoho CRM updates with real-world sales behaviors, resulting in improved KPI definition and increased adoption. Their team's responsiveness and flexibility were noted as key strengths, fostering a partnership rather than a vendor-client relationship. Overall, the sentiment is highly positive, with no identified areas for improvement.
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2 of 4 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Web App Dev & Zoho Setup for Linear LED Lighting Mfr
4.0 — KDG has built and maintained a custom web app for a linear LED lighting manufacturer. They've also migrated the client's system from QuickBooks Desktop to Zoho Books and integrated the suite of Zoho Read more
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More responsive than most other service providers

KDG 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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Review Rating from Clients

4.9/5.0

Quality

4.8

Schedule

4.8

Cost

4.5

Willing to Refer

4.9

Reviewers from Allentown and Bethlehem commend KDG’s comprehensive digital solutions—from website upgrades to custom applications—highlighting their exceptional project management, responsiveness, and personalized service. Their ability to deliver high-quality, tailored results fosters long-term client trust and success.
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Zinman & Company, PC

Not yet reviewed
Verified

Undisclosed

Undisclosed

10 - 49

Southampton, PA

Services provided

20% Accounting

20% Business Consulting

20% Commercial Financing +2 services

20% Financial Advising & Planning

20% Financial Consulting

Headquartered in Southampton, Pennsylvania, Zinman & Company, PC is a Business Consulting company. They focus on Business Consulting and Commercial Financing.
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JADDE Financial Solutions, LLC

Not yet reviewed
Verified

Undisclosed

Undisclosed

10 - 49

Marlboro Township, NJ

Services provided

70% Accounting

30% Fractional CFO Services

JADDE Financial Solutions, LLC, an Accounting company, was established in 2004. They provides Accounting and Fractional CFO Services.
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More responsive than most other service providers

JADDE Financial Solutions, LLC 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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Outsourcing Business Solutions

5.0 5 reviews

$1,000+

< $25 / hr

50 - 249

Philadelphia, PA

Services provided

50% Accounting

25% Back Office Outsourcing

25% Call Center Services

Outsourcing Business Solutions specializes in accounting services, including bookkeeping, tax preparation, financial reporting, and financial analysis. The company is praised for its timely delivery, transparency, and effective communication, with 100% of reviewers expressing satisfaction and highlighting their value for cost. They are noted for their ability to handle complex tasks, ensuring compliance and providing valuable financial insights.

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3 of 3 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping Services for CPA Firm
5.0 — Outsourcing Business Solutions provided bookkeeping services to a CPA firm. They categorized and reconciled 27 accounts of end clients, cleaned up books for six new end clients, and journaled Read more
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Average Project Cost Breakdown

Less than $10,000 (2) $10,000 to $49,000 (1)

What Clients Have Said
Clients consistently commend Outsourcing Business Solutions for their cost-effectiveness and high value for money. One client noted spending under $20,000 while achieving significant efficiency gains, stating the team was 'efficient and productive.' Another client highlighted their pricing as fitting within budget and providing 'good value for cost.' Overall, feedback reflects satisfaction with pricing relative to the quality of service, with many expressing a desire for long-term partnerships.
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India (3) United States (2)

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$300 $10 - 12 per hour with $300 per month minimum bill $1,000 Part time services $800 - 1000 per month $1,800 Full time services $1500 - 1800 per month

Accounting Services

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Your Outsourced CFO

4.8 3 reviews

$1,000+

Undisclosed

2 - 9

Philadelphia, PA

Services provided

40% Accounting

50% Business Consulting

10% Financial Consulting

Your Outsourced CFO is a professional firm specializing in accounting services, financial analysis, and strategic financial consulting. Reviewers consistently highlight their transformative impact on business financial planning, with approximately 100% positive feedback. Clients appreciate their innovative financial models and strategic insights, often mentioning their ability to enhance business scalability and decision-making processes.

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Reviews mention Innovative
Clients consistently commend Your Outsourced CFO for their innovative approach to financial management. One client noted their ability to 'always innovate and come up with new ways to track things,' which has provided significant support in decision-making. Another client highlighted their 'transformative impact' through the creation of a proprietary financial model, enabling better project scoping and scaling. Overall, the sentiment reflects a strong appreciation for the company's forward-thinking strategies and their role in enhancing business operations.

Outsourced CFO Services for Financial Planning Company

5.0 Aug 25, 2020

They do what we expect them to do. They’re always innovating and coming up with new ways to track things. Without them, I wouldn’t be where I was today.
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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Your Outsourced CFO's exceptional value for money, noting that their services provide significant cost savings compared to hiring a full-time CFO. For instance, one client spends approximately $30,000 annually and emphasizes the transformative impact on their business, asserting that it would require a six-figure salary to achieve similar financial insight. Another client appreciates their ongoing support for just $500 per month, underscoring the peace of mind and strategic advantages gained from this investment.
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2 of 2 Philadelphia-based reviews are 5 stars

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

Philadelphia-based Accounting project highlight

Outsourced CFO Services for Financial Planning Company
5.0 — Your Outsourced CFO assists with cash flow management, financial planning, and tax season prep. They also helped the client pay off debt. Read more
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Review Rating from Clients

4.8/5.0

Quality

5.0

Schedule

4.8

Cost

5.0

Willing to Refer

5.0

Reviews from Philadelphia highlight Your Outsourced CFO's expertise in financial modeling, scaling strategies, and debt management. Clients value their personalized approach, strategic foresight, and ability to deliver high-level financial intelligence, enabling growth and cost efficiency for diverse businesses.
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SD Associates

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Elkins Park, PA

Services provided

75% Accounting

25% Business Consulting

SD Associates is an accounting services firm specializing in tax preparation and financial advisory, assisting businesses in managing tax liabilities effectively. With a 100% positive feedback from clients, they are praised for their clear communication, efficiency, and ability to simplify complex tax concepts. Clients appreciate their reliability and personalized service, contributing to the clients' business compliance and success.

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with SD Associates' pricing and value for money. One client noted an annual investment of $400 for tax preparation services, citing significant relief from tax-related concerns and the assurance of thorough support. They praised the company's ability to identify deductions and simplify complex tax laws, highlighting the quick and efficient service received. Overall, the sentiment reflects a strong perception of excellent value in relation to the cost of services provided.
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1 of 1 Philadelphia-based review is 5 stars

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

Philadelphia-based Accounting project highlight

Tax Preparation & Accounting for Solo Law Firm
5.0 — SD Associates handles the annual tax preparation services for a solo law firm. They're proactive in finding tax deductions, explaining tax law in layman's terms, and may provide wealth management in Read more
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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

Local Philadelphia clients value SD Associates for their expert tax preparation, proactive advice, and approachable communication. Their ongoing support helps small businesses navigate complex tax laws confidently, emphasizing their experience in personalized, efficient financial management.
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Financial GPS

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Philadelphia, PA

Services provided

100% Accounting

Financial GPS is a company specializing in bookkeeping and accounting services, offering financial reporting and leveraging modern technologies. Their transparent pricing model and efficient support have been praised, with 100% of reviewers highlighting reduced workload and improved processes. Financial GPS is noted for their friendly and knowledgeable team, ensuring seamless communication and proactive service enhancements.

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Industry Experience

Financial GPS has demonstrated expertise primarily in the Information Technology sector, receiving positive feedback for their transparent pricing model and adoption of modern technologies. Clients appreciate their efficient bookkeeping and accounting services, which have streamlined financial processes and enhanced operational efficiency. The overall sentiment is highly favorable, highlighting the provider's proactive approach, friendly team, and strong communication skills, making them a valuable partner for businesses seeking reliable financial management solutions.
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Information technology

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients appreciate Financial GPS for their transparent pricing model, described as a flat monthly rate of approximately $300, which is viewed as providing good value for money. Feedback highlights the efficiency gained from their services, allowing businesses to streamline processes and save time. Overall sentiment is positive, with clients noting the company's proactive approach and technological integration, reinforcing the perception of strong value relative to cost.
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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

Local clients in Philadelphia commend Financial GPS for their knowledgeable, friendly team specializing in accounting and financial reporting. Their transparent pricing, tech-forward methods, and consistent support have helped streamline financial workflows since 2019, making them a trusted partner for complex financial management.
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Jumping Jack Taxes

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Philadelphia, PA

Services provided

50% Accounting

50% Financial Advising & Planning

Jumping Jack Taxes is an accounting services firm specializing in bookkeeping, tax preparation, financial planning, and advisory. Reviewers highlight the company's efficiency and strong understanding of client goals, with 100% positive feedback regarding their personalized service and communication. Clients report significant tax savings and commend the team's ability to offer tailored financial strategies.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Dental Staffing Firm
5.0 — A dental staffing company hired Jumping Jack Taxes to do their taxes and handle their bookkeeping and life insurance. They lead a monthly accountability program that offers tax strategies and Read more
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Industry Experience

Jumping Jack Taxes has demonstrated expertise primarily within the dental staffing industry, providing comprehensive financial services including bookkeeping, tax preparation, and financial planning. Clients commend the team's efficiency and deep understanding of business goals, noting significant potential tax savings. The overall sentiment is positive, highlighting the provider's proactive communication and tailored approach, making them a suitable option for businesses seeking responsive and personalized financial management.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed that Jumping Jack Taxes offers significant value for money, particularly in tax savings. One client noted an investment of approximately $3,500, resulting in projected tax savings of $20,000 to $25,000. The company's efficient communication and personalized service were highlighted as key strengths, reinforcing the perception of good value. Overall, clients feel that the company's pricing aligns well with the quality of service provided, making it a worthwhile investment.
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Ambrozy Accounting

4.0 1 review

Undisclosed

Undisclosed

10 - 49

Philadelphia, PA

Services provided

100% Accounting

Ambrozy Accounting is an accounting services firm specializing in bookkeeping and tax preparation. The company is praised for its strategic tax advice and local connection, which clients find beneficial. While 100% of reviews commend their helpfulness and strategic impact, a suggestion for improved communication was noted.

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Industry Experience

Ambrozy Accounting has received positive feedback primarily from clients in the Advertising & Marketing industry, highlighting their expertise in tax preparation and bookkeeping. Clients appreciate their local presence, affordability, and strategic guidance, which have notably benefited their business operations. Overall sentiment is favorable, emphasizing strengths in personalized service and effective problem-solving, making them a suitable choice for businesses seeking reliable accounting support in this sector.
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Advertising & marketing

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Average Project Cost Breakdown

What Clients Have Said
Ambrozy Accounting is perceived as a cost-effective choice, with clients noting their flexibility and affordability. One client highlighted a monthly investment of approximately $500 for valuable tax preparation and bookkeeping services, emphasizing the strategic support they received that positively impacted their business. Overall, the sentiment is favorable regarding the value for money, although some clients suggested improvements in communication.
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Review Rating from Clients

4.0/5.0

Quality

4.0

Schedule

3.5

Cost

5.0

Willing to Refer

3.5

Philadelphia-based Ambrozy Accounting specializes in local bookkeeping and tax services for small businesses, offering flexible, affordable solutions. Clients appreciate their strategic guidance and proximity, which foster a personalized approach, though some note room for improved communication.
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Brinker Simpson & Company, LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Springfield, PA

Services provided

25% Accounting

25% Back Office Outsourcing

25% Finance & Accounting Outsourcing (FAO) +2 services

15% Financial Consulting

10% Business Consulting

Brinker Simpson & Company, LLC is a small Springfield, Pennsylvania-based Back Office Outsourcing company. Their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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Withum

Not yet reviewed

$1,000+

$100 - $149 / hr

250 - 999

Philadelphia, PA

Services provided

100% Accounting

Withum is a midsize Accounting company. Launched in 1974, the team specializes in Accounting.
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Wasserman Accounting CPA

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Hainesport, NJ

Services provided

100% Accounting

Wasserman Accounting CPA is a professional accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and business auditing. The reviews indicate a strong focus on reliability, compliance, and clear communication, with 100% of reviewers noting their impressive project management and responsiveness. Clients appreciate their proactive approach to financial statement preparation and tax planning.

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1 of 1 reviews is 5 stars

1 new review for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, Wasserman Accounting CPA has received positive feedback for their reliable and organized approach to accounting services. A client praised their consistent handling of essential tasks such as payroll and VAT submissions, noting that all statutory filings were completed on time and communication was clear. The client appreciated the firm's ability to maintain compliance without issues and highlighted their good value for cost. Overall, the sentiment is highly favorable, with no areas for improvement noted.
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Industry Experience

Wasserman Accounting has garnered positive feedback across diverse sectors, including consulting, advertising, and healthcare. Clients commend their expertise in financial management, consistent communication, and reliability in delivering accurate accounting services. Notable strengths include proactive tax planning and detailed cash flow reporting, which have significantly benefited agencies and healthcare companies alike. Overall, the sentiment is highly favorable, indicating their suitability for businesses seeking organized and compliant financial partnerships.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Wasserman Accounting for their cost-effectiveness and overall value for money. One client noted the firm's pricing fit their budget while providing good value for the cost, emphasizing their reliable and consistent service. Another client highlighted the firm's proactive approach, ensuring timely financial reporting and tax planning, which contributed to their satisfaction. Overall, the sentiment reflects a strong appreciation for the firm's affordability relative to the quality of service delivered.
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Kreischer Miller

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Horsham, PA

Services provided

100% Accounting

Founded in 1975, Kreischer Miller is an Accounting company. The firm provides Accounting, and is midsize.
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Maillie LLP

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Mont Clare, PA

Services provided

100% Accounting

Maillie LLP is a comprehensive accounting services firm specializing in tax accounting, tax filing, tax strategy, and business advisory services. The reviews highlight their expertise in tax preparation and financial advisory, with 100% positive feedback emphasizing their strategic consulting capabilities and proactive approach. Despite occasional delays in response during tax season, the firm is praised for its value and specialized departments.

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Industry Experience

Maillie LLP has demonstrated expertise primarily in the IT Services sector, where they have provided impactful tax accounting and business advisory services. Clients have praised their strategic consulting, particularly in M&A scenarios, and highlighted their team's responsiveness and resourcefulness. Overall, feedback indicates a strong value proposition, though some clients noted occasional delays in communication during peak periods. This indicates Maillie LLP is well-suited for IT firms seeking comprehensive financial strategies and support.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Maillie LLP as offering excellent value for money, with one client noting an annual investment of $15,000–$20,000 for comprehensive tax accounting and consulting services. They appreciate the team's expertise and the breadth of services provided, stating that Maillie LLP's resources have been crucial in guiding strategic decisions. However, some feedback indicates occasional delays in communication during peak periods, suggesting room for improvement in responsiveness.
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1 of 1 Philadelphia-based review is 5 stars

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

Accounting project highlight

Tax Accounting & Business Advisory for IT & Dev Company
5.0 — An IT consulting firm employs Maillie LLP to assist with their accounting needs. They provide tax strategy & filing services, financial consulting, and business advisory services. Read more
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Talley.

Not yet reviewed

$1,000+

$150 - $199 / hr

50 - 249

East Greenwich Township, NJ

Services provided

10% Accounting

60% Back Office Outsourcing

20% Event Marketing +2 services

5% Business Consulting

5% Graphic Design

Talley., a Back Office Outsourcing company, was launched in 1984. The firm offers Back Office Outsourcing and Event Marketing, and is midsize.
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Baratz & Associates, PA

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Evesham, NJ

Services provided

100% Accounting

Baratz & Associates, PA is an Accounting company. Launched in 1982, the firm is based in Evesham, New Jersey and Bridgewater Township, New Jersey. Their team focuses on Accounting.
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Genesis Wealth Advisor Group, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Evesham, NJ

Services provided

34% Financial Advising & Planning

33% Financial Consulting

33% Insurance Services & Brokers

Genesis Wealth Advisor Group, LLC, a Financial Advising & Planning company, specializes in Financial Advising & Planning and Insurance Services & Brokers. The company is based in Evesham, New
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Univest

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Souderton, PA

Services provided

50% Financial Advising & Planning

25% Commercial Financing

25% Insurance Services & Brokers

Univest is a financial advisory company specializing in complex underwriting and lending services. All reviews highlight their expertise, particularly in neighborhood improvement zones, and their exceptional dedication, even outside of regular hours. With 100% positive feedback, they are praised for timely project management and outstanding client communication.

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Industry Experience

Univest demonstrates significant expertise in the real estate sector, particularly in handling complex financing solutions like neighborhood improvement zone-specific lending. Clients appreciate their responsiveness, project management efficiency, and in-depth industry knowledge. Overall sentiment from reviews indicates a strong satisfaction level, highlighting Univest's strengths in communication and meeting deadlines, making them a suitable choice for real estate projects.
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Real estate

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Average Project Cost Breakdown

$1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients generally perceive Univest's services as offering strong value for money, particularly through their commitment to customer support and timely project management. One client noted their availability even during holidays and praised their expertise in complex financing requirements. The overall sentiment reflects satisfaction with the pricing relative to the quality of service provided, with no significant complaints regarding costs or value.
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1 of 1 Philadelphia-based review is 5 stars

$1,000,000 – $9,999,999 avg. project cost for Accounting services in Philadelphia

Accounting project highlight

Financing & Lending Services for Property Management Firm
5.0 — Univest is helping a property management real estate company acquire financing for a real estate purchase. The team also provides guidance around neighborhood improvement zone lending. Read more
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Kim Yeung Ling P.C.

Not yet reviewed

$1,000+

$150 - $199 / hr

10 - 49

Philadelphia, PA

Services provided

95% Accounting

5% Business Consulting

Kim Yeung Ling P.C., an Accounting company, was established in 1982. The team focuses on Accounting and Business Consulting and is located in Philadelphia, Pennsylvania and Philadelphia,
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Angel Office

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

Philadelphia, PA

Services provided

100% Insurance Services & Brokers

Angel Office is an Insurance Services & Brokers company. The Philadelphia, Pennsylvania-based firm offers Insurance Services & Brokers.
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GLI Truck Dispatch Services Inc

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Fort Washington, PA

Services provided

20% Accounting

40% Trucking

20% Back Office Outsourcing +1 service

20% Customer Service Outsourcing

GLI Truck Dispatch Services Inc, a Trucking company, is located in Fort Washington, Pennsylvania. Their services include Trucking and Back Office Outsourcing.
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Starling Consulting

Not yet reviewed

$1,000+

$50 - $99 / hr

10 - 49

Evesham, NJ

Services provided

20% Accounting

20% Business Consulting

20% Compliance Consulting +2 services

20% Financial Advising & Planning

20% Financial Consulting

Established in 2000, Starling Consulting is a Business Consulting company. Their services include Business Consulting and Accounting.
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Amalgam

Not yet reviewed

$50,000+

$100 - $149 / hr

10 - 49

Chesterbrook, PA

Services provided

16% Custom Software Development

14% DevOps Managed Services

14% Enterprise App Modernization +4 services

14% IT Strategy Consulting

14% Insurance Services & Brokers

14% UX/UI Design

14% Web Development

Amalgam, a custom software development firm, was established in 2012. In Chesterbrook, Pennsylvania, the team offers Custom Software Development and UX/UI Design.
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CFO Business Solutions LLC

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Drexel Hill, PA

Services provided

75% Accounting

25% Business Consulting

Launched in 2017, CFO Business Solutions LLC is an Accounting company. The small team specializes in Accounting and Business Consulting.
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Ktr International LLC

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

Evesham, NJ

Services provided

50% Finance & Accounting Outsourcing (FAO)

20% Financial Consulting

15% Back Office Outsourcing +1 service

15% Financial Advising & Planning

Ktr International LLC is an Evesham, New Jersey-based Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Financial Consulting.
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Mitch Coles Real Estate, Inc.

Not yet reviewed

$50,000+

$300+ / hr

50 - 249

Philadelphia, PA

Services provided

20% Business Consulting

20% Commercial Brokerage Services

20% Commercial Development +2 services

20% Funding & Investment

20% Insurance Services & Brokers

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

1650 Market Street
Philadelphia, PA 19103
151 - 200

(833) 215-0005

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Magid Financial Services

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Huntingdon Valley, PA

Services provided

35% Accounting

35% Financial Advising & Planning

30% Financial Consulting

Magid Financial Services is an Accounting company. The team specializes in Accounting and Financial Advising & Planning and is in Huntingdon Valley, Pennsylvania.
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The Dental Services

Not yet reviewed

$5,000+

$100 - $149 / hr

2 - 9

Philadelphia, PA

Services provided

35% Customer Service Outsourcing

35% Finance & Accounting Outsourcing (FAO)

30% Insurance Services & Brokers

The Dental Services is a Finance & Accounting Outsourcing (FAO) company. Launched in 1994, the team specializes in Finance & Accounting Outsourcing (FAO) and Customer Service Outsourcing.
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Alloy Silverstein

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Cherry Hill, NJ

Services provided

100% Accounting

Alloy Silverstein is an Accounting company. In Cherry Hill, New Jersey, their team focuses on Accounting.
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The Sharp Financial Group

Not yet reviewed

$25,000+

Undisclosed

10 - 49

Horsham, PA

Services provided

30% Accounting

30% Financial Advising & Planning

15% Business Consulting +3 services

10% Commercial Financing

10% Finance & Accounting Outsourcing (FAO)

5% Insurance Services & Brokers

Small Accounting company The Sharp Financial Group, is in Horsham, Pennsylvania and New York, New York. Their services include Accounting and Financial Advising & Planning.
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Pen-Ex: A Villanova Insurance Partners Company

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

King of Prussia, PA

Services provided

50% Commercial Property Management

50% Insurance Services & Brokers

Pen-Ex: A Villanova Insurance Partners Company is a Commercial Property Management and Insurance Services & Brokers company. Their services include Commercial Property Management.
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eBetterBooks- Bookkeeping & Accounting Services in USA

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Wilmington, DE

Services provided

100% Accounting

EBetterBooks- Bookkeeping & Accounting Services in USA, a midsize Accounting company, is in Wilmington, Delaware. Their services include Accounting.
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Countless LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Wayne, PA

Services provided

60% Accounting

40% Business Consulting

Countless LLC is an Accounting company. Launched in 2016, their team provides Accounting and Business Consulting.
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Sertexity

4.7 7 reviews

$25,000+

$25 - $49 / hr

50 - 249

Middletown, DE

Services provided

30% Insurance Services & Brokers

25% Financial Consulting

20% Business Valuation Services +2 services

15% Digital Asset Management

10% Funding & Investment

Sertexity is a crypto trading automation company that specializes in providing automated trading platforms, enabling users to capitalize on cryptocurrency market opportunities. With a focus on market neutrality and efficiency, the firm has received overwhelmingly positive feedback, with 100% of reviewers noting their responsive project management and effective solutions. Some reviewers suggested enhancements in reporting capabilities and educational resources for further improvement.

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Reviews mention Timely
Client feedback regarding timeliness reflects a positive sentiment towards Sertexity's project management capabilities. One client noted that Sertexity delivered account setup and platform access within the expected timeframe, while another highlighted the timely completion of the integration process and the team's swift response to comments. Overall, clients expressed satisfaction with the company's ability to meet deadlines and provide responsive support throughout their projects.

Crypto Trading Bots Dev for Food & Beverage Company

5.0 May 28, 2026

They had a responsive project management approach. The integration process was completed timely, and they acted swiftly when reacting to our comments.
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2 of 2 reviews are 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for Sertexity indicate a strong overall sentiment, highlighting their effective automation of crypto trading and responsive project management. Clients noted improvements in efficiency, with one stating that the platform allowed for centralized management of multiple exchanges, significantly reducing manual work. However, some suggested enhancements, such as improved reporting capabilities and more user-friendly analytics, could further elevate their service. Overall, Sertexity is praised for its innovative solutions and commitment to client satisfaction.
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Industry Experience

Sertexity has demonstrated expertise in the Franchises and eCommerce industries, providing automated crypto trading solutions that enhance operational efficiency. Clients praised their user-friendly platform and responsive customer support, noting significant improvements in trading processes and profitability. Overall sentiment is positive, with clients appreciating Sertexity's innovative approach to digital asset management, though some suggest enhancements in reporting features. This provider is well-suited for organizations in the crypto trading space within both industries.
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eCommerce

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Sertexity's competitive pricing and strong value for money. One client noted that the pricing 'fit our budget,' while another emphasized 'good value for cost' as a decisive factor in their selection. Overall, feedback indicates satisfaction with the cost-effectiveness of the services provided, with clients appreciating the efficient solutions that enhance their trading operations without excessive expenditure.
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Devon Tolbert, Bookkeeper

Not yet reviewed

$1,000+

$50 - $99 / hr

Freelancer

Philadelphia, PA

Services provided

50% Accounting

30% Financial Consulting

20% Business Consulting

Devon Tolbert, Bookkeeper is an Accounting company. They are based in Philadelphia, Pennsylvania. Their team offers Accounting and Financial Consulting.
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P.R.A Tax Consultants

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Evesham, NJ

Services provided

100% Accounting

Accounting company P.R.A Tax Consultants was established in 2019. The team specializes in Accounting and is located in Evesham, New Jersey.
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Your SBA Business Plan

Not yet reviewed

$1,000+

Undisclosed

Freelancer

Philadelphia, PA

Services provided

50% Business Valuation Services

50% Financial Advising & Planning

Launched in 2025, Your SBA Business Plan is a Financial Advising & Planning and Business Valuation Services company. The team offers Financial Advising & Planning and Business Valuation Services.
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A+Tax Experts, LLC

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

Southampton, PA

Services provided

15% Accounting

45% Commercial Financing

40% Financial Advising & Planning

A+Tax Experts, LLC, a Commercial Financing company, is located in Southampton, Pennsylvania and Southampton, Pennsylvania. They offer Commercial Financing and Financial Advising & Planning.
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Southampton, PA

80 Second Street Pike
Southampton, PA 18966
10 - 15

+1(215) 914-6929

Southampton, PA

671 Second Street Pike
Southampton, PA 18966
10 - 15

(215) 914-6929

Southampton, PA

26 Rotterdam Road West
Southampton, PA 18966
16 - 20

215 914 6929

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GKM

Not yet reviewed

$1,000+

Undisclosed

10 - 49

Wilmington, DE

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

GKM is an Accounting and Finance & Accounting Outsourcing (FAO) company launched in 1999. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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KG Invicta Services

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Newtown, PA

Services provided

20% Accounting

20% Call Center Services

20% Commercial Financing +2 services

20% Executive Search

20% Staffing

Midsize answering service KG Invicta Services, is located in Coimbatore, India and Bengaluru, India. The team focuses on Call Center Services and Commercial Financing.
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Newtown, PA

12 Penns Trail
Newtown, PA 18940
50 - 75

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Nka Accounting Solution

Not yet reviewed

$1,000+

$50 - $99 / hr

10 - 49

Wilmington, DE

Services provided

50% Accounting

35% Business Consulting

15% Finance & Accounting Outsourcing (FAO)

Small Accounting company Nka Accounting Solution, is based in Wilmington, Delaware and Aligarh, India. The team offers Accounting and Business Consulting.
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Glocal Accounting

Not yet reviewed

$1,000+

< $25 / hr

50 - 249

Wilmington, DE

Services provided

20% Accounting

20% Application Testing

20% BI & Big Data Consulting & SI +2 services

20% Cybersecurity

20% Mobile App Development

Based in Wilmington, Delaware, Glocal Accounting is a big data company. Established in 2007, the team specializes in BI & big data consulting & SI and Cybersecurity.
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Menninger & Associates - Certified Financial Planner

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Feasterville-Trevose, PA

Services provided

100% Financial Advising & Planning

Financial Advising & Planning company Menninger & Associates - Certified Financial Planner offers Financial Advising & Planning. They were founded in 2007.
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Feasterville-Trevose, PA

1035 Mill Creek Drive
Feasterville-Trevose, PA 19053
2 - 5

(215) 355-3426

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Diligence outsourcing

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Wilmington, DE

Services provided

50% Accounting

50% Financial Advising & Planning

Diligence outsourcing is an Accounting and Financial Advising & Planning company launched in 2017. The team offers Accounting and Financial Advising & Planning and is based in Wilmington, Delaware.
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Prime Well Med Solutions LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Bensalem, PA

Services provided

20% Accounting

80% Back Office Outsourcing

Prime Well Med Solutions LLC is a Back Office Outsourcing company established in 2024. Their services include Back Office Outsourcing and Accounting.
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Mulah

Not yet reviewed

$5,000+

Undisclosed

10 - 49

Wilmington, DE

Services provided

20% Business Consulting

20% Commercial Financing

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Funding & Investment

Mulah, a Business Consulting company, is headquartered in Wilmington, Delaware. Established in 2019, the team specializes in Business Consulting and Commercial Financing.
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AccountSolve

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Doylestown, PA

Services provided

100% Accounting

Founded in 1996, AccountSolve is an Accounting company. The company offers Accounting, and is small.
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