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Top Financial Services Firms in Sacramento

Ratings Updated: March 29, 2026

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Sacramento, 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 Timely
Overall, client feedback regarding CSTMR's timeliness is overwhelmingly positive. Clients consistently highlight CSTMR's ability to deliver projects on time and manage engagements seamlessly. For instance, one client noted, "CSTMR consistently delivers on time and manages all of our engagements seamlessly." Another remarked on their responsiveness, stating that CSTMR was "methodical in their approach and managed all deliverables on time." This sentiment underscores CSTMR's reliability and commitment to meeting client deadlines.

Rebranding, Website Design, & SEO for Bank

5.0 May 4, 2018

We usually communicate on a daily basis. They’ve been excellent. Everything has been on time. I had to get used to working with more free-flowing deadlines, which I’m okay with because deadlines move all the time. Things aren’t late, but it’s a different work style than I’m used to.
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Branding & Website Dev for AI Governance Platform

5.0 Jun 23, 2025

Our primary form of communication was through virtual Zoom meetings, email, and Slack. They were responsive and quick to respond to any issues that arose. They were methodical in their approach and managed all deliverables on time.
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Digital Marketing, Web Dev & UX/UI Design for FinTech Co

5.0 Jun 17, 2025

CSTMR consistently delivers on time and manages all of our engagements seamlessly. They are a true partner.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent feedback for CSTMR highlights their expertise in fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.
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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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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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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves Sacramento, 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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ALTIUSCPA

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Sacramento, CA

Services provided

75% Accounting

25% Business Consulting

ALTIUSCPA is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. Reviewers commend their efficiency, communication, and cost-effectiveness, noting significant time savings and expense reductions. With 100% positive feedback, the company demonstrates strong project management and a client-focused approach.

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Industry Experience

ALTIUSCPA has demonstrated expertise in the 'Other Industry,' specifically providing accounting services for online cremation services. Clients commend their efficiency, communication skills, and cost-effective solutions, leading to significant time savings and improved internal processes. Overall, feedback suggests a strong fit for businesses seeking reliable accounting support, with an emphasis on client engagement and satisfaction.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Client feedback highlights ALTIUSCPA's competitive pricing and exceptional value for money. One client noted they spent less than $10,000 while benefiting from substantial time savings and cost reductions. The firm's efficiency and effective communication were particularly praised, with clients appreciating their willingness to engage without upfront payments until trust was established. Overall, sentiment reflects strong satisfaction with the cost-effectiveness of the services provided.
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1 of 1 Sacramento-based review is 5 stars

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

Accounting project highlight

Accounting Services for Online Cremation Services Company
5.0 — An online cremation services company hired ALTIUSCPA to provide accounting services. They handle the client's bookkeeping, tax reports, profit and loss statements, and payroll needs. Read more
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RTA Group, LLC

5.0 1 review

$1,000+

$25 - $49 / hr

10 - 49

Roseville, CA

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

RTA Group, LLC is a professional Accounting Services firm offering CFO, bookkeeping, and financial analysis solutions. Clients praise their effective financial forecasting and personalized service, with 100% of reviews highlighting their commitment to client success and sincere approach to business relationships. Their flexible billing structure and proactive financial guidance are particularly valued, making them a reliable partner for business growth.

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Industry Experience

RTA Group, LLC has demonstrated expertise primarily in the IT Services and education sectors, particularly K12 communications. Clients commend their strong forecasting capabilities, professionalism, and effective communication, noting significant improvements in financial management and growth strategies. The overall sentiment reflects satisfaction with RTA's responsiveness and tailored solutions, making them a suitable partner for organizations seeking financial expertise within similar industries.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised RTA Group, LLC for their cost-effective solutions, particularly valuing the project-based billing structure that eliminates concerns over time waste. One client highlighted the affordability of part-time financial services, which allowed them to access essential expertise without full-time costs. Overall, the sentiment reflects high satisfaction with the value received relative to pricing, as clients appreciate tailored services that align with their budgetary constraints.
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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

In Roseville, RTA Group, LLC is recognized for delivering comprehensive financial solutions, including forecasting and cash management, to education industry clients. Their team provides flexible, project-based billing and maintains strong, collaborative communication, supporting growth and operational efficiency.
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Rood & Associates, LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sacramento, CA

Services provided

100% Accounting

Rood & Associates, LLP is an Accounting company. The team is headquartered in Sacramento, California, and their services include Accounting.
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James Marta & Company

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sacramento, CA

Services provided

80% Accounting

20% Business Consulting

James Marta & Company is an Accounting company established in 1998. Based in Sacramento, California, the team offers Accounting and Business Consulting.
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Busy Bee Advisors

Not yet reviewed

Undisclosed

$100 - $149 / hr

2 - 9

Sacramento, CA

Services provided

100% Accounting

Busy Bee Advisors is an Accounting company. Their team is headquartered in Sacramento, California. The company provides Accounting.
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GALLINA LLP

Not yet reviewed

$1,000+

$100 - $149 / hr

250 - 999

Rancho Cordova, CA

Services provided

100% Accounting

GALLINA LLP is a midsize Accounting company located in San Jose, California and Novato, California. Their services include Accounting.
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Rancho Cordova, CA

2870 Gold Tailings Court
Rancho Cordova, CA 95670
41 - 49

916.638.1188

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Straine

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Sacramento, CA

Services provided

50% Business Consulting

20% Financial Advising & Planning

10% Commercial Financing +2 services

10% Corporate Training & Coaching

10% Financial Consulting

Straine is a Business Consulting company founded in 1988. In Sacramento, California, the team focuses on Business Consulting and Financial Advising & Planning.
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Applied Tax & Books

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Elk Grove, CA

Services provided

100% Accounting

Launched in 2025, Applied Tax & Books is a small Accounting company. Their services include Accounting.
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18 Insurance

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sacramento, CA

Services provided

100% Insurance Services & Brokers

Founded in 2023, 18 Insurance is an Insurance Services & Brokers company. The agency specializes in Insurance Services & Brokers.
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Atlas Labor Force

Not yet reviewed

$1,000+

$25 - $49 / hr

250 - 999

Rancho Cordova, CA

Services provided

20% Accounting

40% Recruiting

40% Staffing

Atlas Labor Force is a Staffing company established in 2019. The team provides Staffing and Recruiting and is based in Rancho Cordova, California.
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Maksim Consultant Group

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Sacramento, CA

Services provided

20% Accounting

20% Business Consulting

20% Compliance Consulting +2 services

20% Finance & Accounting Outsourcing (FAO)

20% Financial Advising & Planning

Maksim Consultant Group is a Business Consulting company launched in 2000. The agency offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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Carothers and Associates, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Roseville, CA

Services provided

100% Accounting

Carothers and Associates, Inc., an Accounting company, is headquartered in Roseville, California. Their services include Accounting.
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Cook CPA Group

Not yet reviewed

$1,000+

$200 - $300 / hr

2 - 9

Roseville, CA

Services provided

80% Accounting

20% Business Consulting

Cook CPA Group is an Accounting company. The Roseville, California-based firm was established in 2006. Their services include Accounting and Business Consulting.
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Oak View Law Group

Not yet reviewed

$1,000+

$50 - $99 / hr

50 - 249

Auburn, CA

Services provided

65% Financial Advising & Planning

30% Bankruptcy Law

5% Finance Law

Headquartered in Auburn, California and Jacksonville, Florida, Oak View Law Group is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Bankruptcy Law.
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Stars and Sand Financial

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Vacaville, CA

Services provided

50% Financial Advising & Planning

30% Financial Consulting

20% Insurance Services & Brokers

Stars and Sand Financial is a Financial Advising & Planning company. They are based in Vacaville, California. Their team provides Financial Advising & Planning and Financial Consulting.
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SNS Professional

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Stockton, CA

Services provided

100% Accounting

Launched in 2011, SNS Professional is an Accounting company. The company focuses on Accounting, and is midsize.
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Sensiba LLP

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

San Ramon, CA

Services provided

25% Accounting

20% Cybersecurity

15% Finance & Accounting Outsourcing (FAO) +4 services

10% Business Consulting

10% Compliance Consulting

10% Financial Advising & Planning

10% Financial Consulting

Sensiba LLP is an accounting services firm known for its expertise in audit services, particularly SOC2 and ISO27001. The reviews highlight their professionalism and thoroughness, with 100% positive feedback emphasizing their detail-oriented approach and seamless project execution. Their commitment to high standards in financial reporting and business auditing is consistently praised.

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Reviews mention Communicative
Clients consistently praised Sensiba LLP for their strong communication skills, highlighting the team's reliability and responsiveness. One client noted, 'The team was reliable and easy to communicate with,' while another emphasized, 'Their communication and speed to meet our timelines were excellent.' Overall, the sentiment regarding communication is highly positive, with clients expressing satisfaction with the professionalism and execution of the team's communication strategies.

Compliance Consulting for Financial Services Platform

5.0 May 22, 2025

The primary form of communication with Sensiba LLP was through Virtual Meetings and Email or Messaging App. The reviewer highlighted that Sensiba LLP's communication and speed to meet their timelines were excellent, indicating a strong ability to communicate effectively and promptly. There were no areas noted for improvement, suggesting that their communicative approach was well-received.
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Compliance Consulting for Payroll Software Company

5.0 Jun 25, 2025

Professional communication and execution. Highly recommend. The team was reliable and easy to communicate with.
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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 for Sensiba LLP reflect a positive overall sentiment, highlighting their effective support in achieving SOC 2 compliance. Clients praised their availability and guidance throughout the process, noting that deliverables were consistently met on time. One client from Trainual emphasized the company's cultural alignment and personal involvement, stating it was a 'very good start to finish.' Overall, Sensiba LLP is viewed as a reliable partner with good value for cost.
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United States (6) Canada (1) Germany (1) South Korea (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

California clients from San Ramon and Palo Alto highlight Sensiba LLP’s expertise in security audits, including SOC and ISO certifications. Their thorough approach and effective communication support organizations in achieving compliance and strengthening security measures.
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Ryan-Boer Solutions Inc.

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Concord, CA

Services provided

80% Accounting

10% Business Consulting

10% HR Consulting

Ryan-Boer Solutions Inc. is a comprehensive accounting services firm offering bookkeeping, financial management, and business consulting. Clients commend their effective communication and problem-solving abilities, with 100% positive feedback on streamlining complex financial processes. Their ability to manage diverse business needs and maintain efficient operations is highly appreciated, though occasional challenges arise due to client complexities.

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0 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping for Music Services & Resources Firm
4.5 — Ryan-Boer Solutions Inc. provides accounting services for an entertainment company. Their work includes bookkeeping work for 3-4 different segments of the company. Read more
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Industry Experience

Ryan-Boer Solutions Inc. has demonstrated expertise in the Arts, Entertainment, and Music industry, providing effective accounting, bookkeeping, and business consulting services. Clients have praised their ability to manage complex financial situations and maintain open communication, contributing to ongoing success since 2013. Overall sentiment in this sector is positive, indicating their strength in handling multifaceted business needs and their impact on organizational efficiency.
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Arts, entertainment & music

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Average Project Cost Breakdown

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

What Clients Have Said
Clients of Ryan-Boer Solutions Inc. generally perceive their pricing as reflective of the value provided. One client noted an investment of approximately $10,000 per month, highlighting that the firm simplifies complex financial management for their multifaceted business. Overall, clients appreciate the effective communication and support, viewing the services as a worthwhile investment that positively impacts their operations.
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EZ Buzz Solutions Pvt. Ltd.

5.0 1 review

Undisclosed

< $25 / hr

50 - 249

Tracy, CA

Services provided

100% Accounting

EZ Buzz Solutions Pvt. Ltd. is a reputable firm specializing in bookkeeping and comprehensive accounting services, including financial reporting and tax preparation. Reviewers consistently highlight the company's efficiency and expertise, with a noted 95% client retention rate and a significant 15% improvement in cash flow management. Clients commend their personalized financial solutions and secure data management, though some suggest they could enhance long-term financial strategy advisory.

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1 of 1 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 Support for Accounting & Consultancy Firm
5.0 — EZ Buzz Solutions Pvt. Ltd. provided bookkeeping support for an accounting and consultancy firm. The team implemented a financial dashboard, tracked monthly cash flow, managed expenses, and provided Read more
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Industry Experience

EZ Buzz Solutions Pvt. Ltd. has demonstrated strong expertise in the Business Services sector, particularly in financial management and bookkeeping. Clients have praised their personalized approach, timely project delivery, and effective solutions that led to improved cash flow management and operational efficiency. Overall sentiment in this sector is highly positive, reflecting the provider's strengths in enhancing financial transparency and reducing errors. Their success in implementing customized financial dashboards positions them well for similar projects in consultancy and accounting services.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed that EZ Buzz Solutions Pvt. Ltd. offers good value for cost, particularly highlighting their ability to streamline bookkeeping processes effectively. One client noted a 15% improvement in cash flow management and significant cost savings due to EzBuzz's detailed expense tracking and analysis. Overall sentiment reflects satisfaction with the company's pricing relative to the quality of service, although some clients suggested the need for more proactive financial strategy insights.
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Sheilla Vidal

Not yet reviewed

$1,000+

$50 - $99 / hr

Freelancer

Fairfield, CA

Services provided

60% Insurance Services & Brokers

40% Financial Consulting

Sheilla Vidal is an Insurance Services & Brokers company. The team specializes in Insurance Services & Brokers and Financial Consulting and is in Fairfield, California.
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Alvaro Garcia, CPA | PinnaclePoint Group Accounting, Tax, & Advisory Services

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Stockton, CA

Services provided

100% Accounting

Accounting company Alvaro Garcia, CPA | PinnaclePoint Group Accounting, Tax, & Advisory Services offers Accounting. They were established in 2023.
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All California Lending

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Brentwood, CA

Services provided

100% Financial Advising & Planning

All California Lending is a Financial Advising & Planning company launched in 2008. Their services include Financial Advising & Planning.
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SMART LINE LLC

Not yet reviewed

Undisclosed

$100 - $149 / hr

50 - 249

Concord, CA

Services provided

80% Accounting

20% Tax Law

SMART LINE LLC is an Accounting company. They were founded in 2020, and their services include Accounting and Tax Law.
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Balanced Business Group

Not yet reviewed

Undisclosed

$50 - $99 / hr

10 - 49

Napa, CA

Services provided

50% Accounting

20% Business Consulting

20% Fractional CFO Services +1 service

10% HR Outsourcing

Balanced Business Group is an Accounting company. Their small team is in Napa, California. Their services include Accounting and Business Consulting.
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Highland Valley Digital

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Concord, CA

Services provided

20% Business Consulting

20% Digital Strategy

20% Executive Search +2 services

20% Financial Advising & Planning

20% Staffing

Highland Valley Digital is a Digital Strategy company. They provide Digital Strategy and Business Consulting and were established in 2021. The company is based in Concord, California.
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Aspen HR

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Walnut Creek, CA

Services provided

25% Accounting

25% HR Consulting

25% HR Outsourcing +1 service

25% PEO/Employee Leasing

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

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Alamo, CA

Services provided

100% Accounting

ReconcileBooks is an Alamo, California-based Accounting company. Their services include Accounting.
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EBC TAXES

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Pleasanton, CA

Services provided

100% Accounting

EBC TAXES is a proficient accounting services provider specializing in bookkeeping, financial reporting, and tax preparation. With 100% positive feedback, clients commend their professionalism, responsiveness, and exceptional customer service. They manage comprehensive accounting tasks seamlessly, ensuring smooth operations since 2018, and are highly recommended by their clients for their reliable and timely service delivery.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping for Polyester Enclosure Manufacturer
5.0 — A manufacturer of polyester enclosures hired EBC TAXES for their accounting and bookkeeping services. The team audits purchases, invoices, taxes, and bills weekly using the client’s accounting Read more
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Industry Experience

EBC TAXES has garnered positive feedback primarily from the manufacturing industry, where they provide comprehensive accounting and bookkeeping services. Clients highlight their professionalism, responsiveness, and exceptional customer service. The ongoing partnership indicates a high level of satisfaction and reliability. Overall, EBC TAXES is well-suited for businesses in the manufacturing sector seeking efficient and expert financial management.
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Manufacturing

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Average Project Cost Breakdown

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

What Clients Have Said
EBC TAXES is perceived as providing excellent value for money, with clients noting their services at a competitive rate of approximately $500 per month for comprehensive accounting and bookkeeping. The general manager of a client company praised their professionalism and responsiveness, stating there have been no challenges since the partnership began in 2018. Overall sentiment reflects strong satisfaction, with the client recommending EBC TAXES as a reliable service provider.
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Synverse

Not yet reviewed

$5,000+

$25 - $49 / hr

250 - 999

San Ramon, CA

Services provided

10% Accounting

10% Advertising

10% Custom Software Development +7 services

10% E-Commerce Development

10% Graphic Design

10% IT Managed Services

10% IT Strategy Consulting

10% Search Engine Optimization

10% Social Media Marketing

10% Web Design

Headquartered in San Ramon, California and Reading , England, Synverse is an Accounting company. They specialize in Accounting and Advertising.
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USA Estimators

Not yet reviewed

$5,000+

$150 - $199 / hr

50 - 249

Oakland, CA

Services provided

50% Commercial Development

50% Financial Advising & Planning

USA Estimators is a Commercial Development and Financial Advising & Planning company. Established in 1999, the team specializes in Commercial Development and Financial Advising & Planning.
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Protea Financial

Not yet reviewed

Undisclosed

$50 - $99 / hr

10 - 49

Novato, CA

Services provided

90% Accounting

10% Business Consulting

Founded in 2014, Protea Financial is an Accounting company. Their team offers Accounting and Business Consulting.
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Pacific Crest Group

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

San Rafael, CA

Services provided

100% Accounting

Pacific Crest Group is an Accounting company founded in 2001. The agency specializes in Accounting, and is small.
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DePretis CPAs

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Pleasanton, CA

Services provided

100% Accounting

DePretis CPAs is an Accounting company. In Pleasanton, California, the firm offers Accounting.
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Pacific Direct Mortgage

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Rosa, CA

Services provided

50% Financial Advising & Planning

50% Funding & Investment

Pacific Direct Mortgage is a Santa Rosa, California-based Financial Advising & Planning and Funding & Investment company. They specialize in Financial Advising & Planning and Funding & Investment.
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Axis Accounting Services

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

San Rafael, CA

Services provided

60% Accounting

40% Business Consulting

Axis Accounting Services is a small San Rafael, California-based Accounting company. The team provides Accounting and Business Consulting.
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JHS CPAs, LLP

4.0 1 review

Undisclosed

Undisclosed

10 - 49

Danville, CA

Services provided

100% Accounting

JHS CPAs, LLP is an accounting services firm specializing in bookkeeping, tax preparation, and general accounting. Overall, feedback is positive, with clients noting their excellent project management and responsive communication. However, some suggest improvements in providing more consultative advice for cost savings.

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0 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

General Accounting Services for SaaS Company
4.0 — JHS CPAs, LLP was hired by a SaaS company to provide them with standard accounting services such as tax preparation and bookkeeping. Read more
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Industry Experience

JHS CPAs, LLP has demonstrated strong expertise in the software industry, particularly in providing bookkeeping and accounting services to SaaS companies. Clients have praised their excellent project management, responsiveness, and effective communication. Overall sentiment indicates satisfaction with their services, although there is room for improvement in offering more consultative advice on cost savings. Potential clients within the software sector may find JHS CPAs, LLP to be a suitable partner for their accounting needs.
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Software

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have generally expressed satisfaction with JHS CPAs, LLP regarding their pricing and value for money. One client noted a $5,000 investment for bookkeeping and accounting services, highlighting the successful delivery of all tasks and excellent project management. However, some feedback indicated a desire for more proactive cost-saving advice and consultative services. Overall, the sentiment reflects a positive assessment of the firm's responsiveness and communication, despite minor areas for improvement.
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Redwood Tax Service

0.5 1 review

Undisclosed

Undisclosed

2 - 9

Santa Rosa, CA

Services provided

100% Accounting

Redwood Tax Service is a company engaged in providing Accounting Services, including Tax Preparation and Bookkeeping. However, based on the review provided, the feedback is overwhelmingly negative, with 100% of the reviewer expressing dissatisfaction due to delayed service, overcharging, and poor communication. The reviewer specifically highlights issues with incomplete tax filings over multiple years.

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Industry Experience

Redwood Tax Service has primarily worked within the transportation industry, where they have received negative feedback highlighting issues with timely project completion, overbilling, and inadequate training. Clients expressed disappointment in the lack of responsiveness and overall effectiveness, indicating a poor experience and unmet expectations. Given this feedback, potential clients in the transportation sector may need to approach Redwood Tax Service with caution regarding their reliability and communication.
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Transportation

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed significant dissatisfaction with Redwood Tax Service regarding cost and value for money. One reviewer noted that they were overcharged for services and experienced delays in tax completion over multiple years, stating, "never completed on time" and "always I am too busy excuse for not completing." Overall, the sentiment reflects a lack of perceived value, with clients indicating that the service did not meet their expectations relative to the fees charged.
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Review Rating from Clients

0.5/5.0

Quality

0.5

Schedule

1.0

Cost

0.5

Willing to Refer

0.5

Santa Rosa-based reviewers criticize Redwood Tax Service for missed deadlines, overcharging, and poor communication over four years. Despite offering tax and payroll services, clients report unsatisfactory experiences, citing billing issues and lack of professionalism, indicating limited expertise and reliability in complex tax projects.
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Vasquez & Company

Not yet reviewed

$1,000+

$50 - $99 / hr

50 - 249

Sacramento, CA

Services provided

100% Accounting

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Sacramento, CA

1215 K Street 17th Floor
Sacramento, CA 95814

916.503.3269

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Oakland, CA 94612

510.834.6542

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$1,000+

$150 - $199 / hr

50 - 249

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Services provided

100% Accounting

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Oakland, CA

475 14th Street, Suite 1200
Oakland, CA 94612

510.893.6908

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Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Santa Rosa, CA

Services provided

80% Accounting

20% Business Consulting

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Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Roseville, CA

Services provided

100% Accounting

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Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Davis, CA

Services provided

85% Accounting

15% Business Consulting

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Undisclosed

Undisclosed

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Services provided

100% Accounting

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$100 - $149 / hr

10 - 49

Pleasant Hill, CA

Services provided

100% Accounting

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$1,000+

< $25 / hr

250 - 999

Livermore, CA

Services provided

20% Accounting

80% Call Center Services

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< $25 / hr

2 - 9

Oakland, CA

Services provided

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20% HR Consulting

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Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Sacramento, CA

Services provided

80% Accounting

20% Business Consulting

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Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Sacramento, CA

Services provided

80% Accounting

20% Business Consulting

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Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Sacramento, CA

Services provided

80% Accounting

20% Business Consulting

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