# Top Financial Services Firms in Sacramento Recommended Financial Services companies in Sacramento include ALTIUSCPA, RTA Group, LLC, Rood & Associates, LLP, James Marta & Company, Busy Bee Advisors, GALLINA LLP, Straine, Applied Tax & Books, 18 Insurance, Atlas Labor Force. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Financial Services Firms in Sacramento Ratings Updated: Aug 10, 2026 ### [ALTIUSCPA](https://clutch.co/profile/altiuscpa) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Sacramento, CA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Business Consulting #### Company description ALTIUSCPA is a professional accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. With an efficient and communicative team, they excel in delivering cost-effective solutions, leading to significant time and cost savings for clients. Impressively, 100% of the feedback highlights their efficiency and communication skills, with no areas noted for improvement. [Visit Website](https://altiuscpa.com/) #### Reasonable pricing Clients have praised ALTIUSCPA for their reasonable pricing, highlighting significant cost savings and value in their services. One client noted that they spent less than $10,000 while receiving comprehensive accounting support, which resulted in both time and cost efficiencies. The firm's willingness to work without upfront payments until client satisfaction is achieved further underscores their commitment to affordability and client trust. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/altiuscpa?verified=true#reviews) ##### Other Industry Experience ALTIUSCPA has garnered positive feedback within the Other Industry sector, particularly for their comprehensive accounting services, including bookkeeping, tax reports, and payroll management. Clients have highlighted their efficiency, effective communication, and strong project management skills. One client noted significant time savings and cost reductions as a direct result of their services. Overall, sentiment is highly favorable, making ALTIUSCPA a strong candidate for businesses seeking reliable financial management solutions in the Other Industry. - 1 review for other industry industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Online Cremation Services Company (5.0/5, Apr 12, 2022): 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 Full Review](https://clutch.co/go-to-review/altiuscpa/2716) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/altiuscpa?verified=true#reviews) - Less than $10,000 (1 reviews) #### 1 Review mentions Accounting in Sacramento - 1 of 1 Sacramento-based review is 5 stars - Less than $10,000 avg. project cost for Accounting services in Sacramento Sacramento-based Accounting project highlight Accounting Services for Online Cremation Services Company 5.0/5 — 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](https://clutch.co/go-to-review/altiuscpa/2716) [Read Similar Reviews](https://clutch.co/profile/altiuscpa?location=26588&service_provided=field_pp_sl_accounting&verified=true#reviews) --- ### [RTA Group, LLC](https://clutch.co/profile/rta-group) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - Roseville, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Finance & Accounting Outsourcing (FAO) #### Company description 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. [Visit Website](https://rtagroupllc.com/#top) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/rta-group?verified=true#reviews) ##### IT Services Experience RTA Group, LLC demonstrates significant expertise in providing tailored financial solutions for the IT Services sector, particularly in K12 communications. Clients appreciate their forecasting capabilities, professionalism, and dedication to understanding their unique needs. The collaborative approach fosters effective communication and timely project completion, positively impacting cash flow and growth. Overall, RTA Group is well-suited for businesses seeking reliable financial guidance without the overhead of full-time staffing. - 1 review for it services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Finance & Accounting Outsourcing for Solution Provider (5.0/5, Jan 18, 2021): RTA Group, LLC was hired by a software solution provider for their accounting services. Key deliverables include financial forecasts and product budgeting for profit and growth increase purposes. [Read Full Review](https://clutch.co/go-to-review/rta-group/38499) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/rta-group?verified=true#reviews) - Less than $10,000 (1 reviews) #### 1 Review mentions Accounting in Sacramento - 1 of 1 Sacramento-based review is 5 stars - Less than $10,000 avg. project cost for Accounting services in Sacramento Sacramento-based Accounting project highlight Finance & Accounting Outsourcing for Solution Provider 5.0/5 — RTA Group, LLC was hired by a software solution provider for their accounting services. Key deliverables include financial forecasts and product budgeting for profit and growth increase purposes. [Read More](https://clutch.co/go-to-review/rta-group/38499) [Read Similar Reviews](https://clutch.co/profile/rta-group?location=26588&service_provided=field_pp_sl_accounting&verified=true#reviews) #### 1 review from clients near Sacramento Review Rating from Clients - 5.0 out of 5.0 - Overall: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 California-based clients praise RTA Group, LLC for their financial expertise, especially in forecasting and budgeting for growth. They value the professional, personalized approach and effective communication, highlighting their ability to handle complex financial projects and adapt to changing needs. [Read Local Reviews](https://clutch.co/profile/rta-group?verified=true#reviews) --- ### [Rood & Associates, LLP](https://clutch.co/profile/rood-associates-llp) - 2 - 9 employees - Sacramento, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Rood & Associates, LLP is an Accounting company. The team is headquartered in Sacramento, California, and their services include Accounting. [Visit Website](http://www.roodcpas.com/) --- ### [James Marta & Company](https://clutch.co/profile/james-marta-company) - 2 - 9 employees - Sacramento, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Business Consulting #### Company description James Marta & Company is an Accounting company established in 1998. Based in Sacramento, California, the team offers Accounting and Business Consulting. [Visit Website](http://www.jpmcpa.com) --- ### [Busy Bee Advisors](https://clutch.co/profile/busy-bee-advisors) - $100 - $149 average hourly rate - 2 - 9 employees - Sacramento, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Busy Bee Advisors is an Accounting company. Their team is headquartered in Sacramento, California. The company provides Accounting. [Visit Website](https://busybeeadvisors.com) --- ### [GALLINA LLP](https://clutch.co/profile/gallina-llp) - $1,000+ minimum project size - $100 - $149 average hourly rate - 250 - 999 employees - Rancho Cordova, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description GALLINA LLP is a midsize Accounting company located in San Jose, California and Novato, California. Their services include Accounting. [Visit Website](http://www.gallina.com/) #### 25% of employees work in Rancho Cordova office Rancho Cordova, CA 2870 Gold Tailings Court 41 - 49 employees 916.638.1188 [See All Locations (12)](https://clutch.co/profile/gallina-llp#location) --- ### [Straine](https://clutch.co/profile/straine) - 250 - 999 employees - Sacramento, CA #### Services Provided - Allocation of Expertise by Percentage - 10% Commercial Financing - 10% Corporate Training & Coaching - 20% Financial Advising & Planning - 10% Financial Consulting - 50% Business Consulting #### Company description Straine is a Business Consulting company founded in 1988. In Sacramento, California, the team focuses on Business Consulting and Financial Advising & Planning. [Visit Website](https://www.straine.com/) --- ### [Applied Tax & Books](https://clutch.co/profile/applied-tax-books) - 2 - 9 employees - Elk Grove, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Launched in 2025, Applied Tax & Books is a small Accounting company. Their services include Accounting. [Visit Website](https://www.appliedtaxservices.com/bighorn) --- ### [18 Insurance](https://clutch.co/profile/18-insurance) - 2 - 9 employees - Sacramento, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Founded in 2023, 18 Insurance is an Insurance Services & Brokers company. The agency specializes in Insurance Services & Brokers. [Visit Website](https://18insurance.com) --- ### [Atlas Labor Force](https://clutch.co/profile/atlas-labor-force) - $1,000+ minimum project size - $25 - $49 average hourly rate - 250 - 999 employees - Rancho Cordova, CA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 40% Recruiting - 40% Staffing #### Company description Atlas Labor Force is a Staffing company established in 2019. The team provides Staffing and Recruiting and is based in Rancho Cordova, California. [Visit Website](https://www.atlaslaborforce.com) --- ### [Maksim Consultant Group](https://clutch.co/profile/maksim-consultant-group) - 50 - 249 employees - Sacramento, CA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Compliance Consulting - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 20% Business Consulting #### Company description Maksim Consultant Group is a Business Consulting company launched in 2000. The agency offers Business Consulting and Finance & Accounting Outsourcing (FAO). [Visit Website](https://maksimconsulting.com/) --- ### [Vedic remedy](https://clutch.co/profile/vedic-remedy) - 10 - 49 employees - Folsom, CA #### Services Provided - Allocation of Expertise by Percentage - 30% Accounting - 40% Business Consulting - 30% Media & Entertainment Law #### Company description Launched in 2025, Vedic remedy is a small Folsom, California-based Business Consulting company. Their team focuses on Business Consulting and Accounting. [Visit Website](https://vedicremedy.net/) --- ### [Carothers and Associates, Inc.](https://clutch.co/profile/carothers-associates) - 2 - 9 employees - Roseville, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Carothers and Associates, Inc., an Accounting company, is headquartered in Roseville, California. Their services include Accounting. [Visit Website](http://www.carotherscpa.com/) --- ### [Cook CPA Group](https://clutch.co/profile/cook-cpa-group) - $1,000+ minimum project size - $200 - $300 average hourly rate - 2 - 9 employees - Roseville, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Business Consulting #### Company description Cook CPA Group is an Accounting company. The Roseville, California-based firm was established in 2006. Their services include Accounting and Business Consulting. [Visit Website](https://www.cookcpagroup.com/) --- ### [Oak View Law Group](https://clutch.co/profile/oak-view-law-group) - $1,000+ minimum project size - $50 - $99 average hourly rate - 50 - 249 employees - Auburn, CA #### Services Provided - Allocation of Expertise by Percentage - 30% Bankruptcy Law - 5% Finance Law - 65% Financial Advising & Planning #### Company description 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. [Visit Website](https://www.ovlg.com) --- ### [Stars and Sand Financial](https://clutch.co/profile/stars-sand-financial) - 2 - 9 employees - Vacaville, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 30% Financial Consulting - 20% Insurance Services & Brokers #### Company description 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. [Visit Website](https://www.starsandsandfinancial.com/) --- ### [SNS Professional](https://clutch.co/profile/sns-professional) - 250 - 999 employees - Stockton, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Launched in 2011, SNS Professional is an Accounting company. The company focuses on Accounting, and is midsize. [Visit Website](https://www.snsprofessional.com/) --- ### [Sensiba LLP](https://clutch.co/profile/sensiba-llp) #### 5 out of 5 star rating (10 reviews) - 250 - 999 employees - San Ramon, CA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 10% Compliance Consulting - 15% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 10% Financial Consulting - 20% Cybersecurity - 10% Business Consulting #### Company description Sensiba LLP is a firm specializing in audit services, particularly SOC2 and ISO27001 certifications. Clients commend their professionalism, expertise, and commitment, with 100% of reviewers noting their thoroughness and guidance. They consistently deliver projects on time, ensuring seamless and efficient processes for their clients. [Visit Website](https://sensiba.com/?utm_source=google&utm_medium=organic&utm_campaign=clutch.co) #### Unique expertise Clients consistently highlight Sensiba LLP's unique expertise in conducting thorough audits and providing insightful guidance. One client noted the auditors' detail-oriented approach, which ensured compliance with high certification standards. Another emphasized the team's prompt communication and high levels of expertise, resulting in successful certification outcomes. Overall, the sentiment reflects strong confidence in Sensiba LLP's specialized knowledge and professionalism, with no significant areas for improvement identified. - Cybersecurity for AI Platform Service Provider (5.0/5, Jun 25, 2025): Each team member was very kind and demonstrated a high level of expertise in their respective areas of responsibility. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/384914) - Auditing Services for Property Assessment Co (5.0/5, Jun 25, 2025): From beginning to end, their team exhibited outstanding professionalism, deep expertise, and unwavering commitment. The auditors were exceptionally thorough and detail-oriented, ensuring our systems and processes met the highest standards for certification. Their insightful guidance and consistent support made the entire process seamless and efficient. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/385128) #### 1 review mentions Accounting Auditing Services for Property Assessment Co 5.0/5 — Sensiba LLP was hired to provide auditing and consulting services for a property assessment company. The team conducted an SOC 2 and ISO 27001 audit. - 1 of 1 Accounting reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/385128) #### 4.8 out of 5.0 rating for cost What Clients Have Said Clients consistently commend Sensiba LLP for their competitive pricing and strong value for money. Feedback highlights that their services fit within budget constraints while delivering high-quality results, such as successful SOC 2 and ISO 27001 audits. Notably, one client remarked on the 'great culture fit' and 'good value for cost,' while another emphasized their 'outstanding professionalism' and 'deep expertise.' Overall, the sentiment reflects satisfaction with both the cost-effectiveness and the quality of service provided. [Read All Reviews](https://clutch.co/profile/sensiba-llp?verified=true#reviews) - Less than $10,000 (1 reviews) - $10,000 to $49,000 (1 reviews) - $50,000 to $199,999 (1 reviews) #### 1 review from clients near Sacramento Review Rating from Clients - 5.0 out of 5.0 - Overall: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 Local clients highlight Sensiba LLP's proficiency in guiding organizations through security and compliance audits, including ISO and SOC frameworks. They value their responsive communication, effective use of tools like Smartsheet, and their ability to deliver results on schedule. [Read Local Reviews](https://clutch.co/profile/sensiba-llp?verified=true#reviews) --- ### [Ryan-Boer Solutions Inc.](https://clutch.co/profile/ryan-boer-solutions) #### 4.5 out of 5 star rating (1 reviews) - 10 - 49 employees - Concord, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 10% HR Consulting - 10% Business Consulting #### Company description Ryan-Boer Solutions Inc. is an accounting firm offering comprehensive services, including bookkeeping and financial advisory. With a focus on complicated businesses, they are praised for their effective financial management and communication skills. Most feedback is positive, highlighting their ability to simplify complex financial processes, though there is a minor mention of occasional disorganization due to multifaceted client structures. [Visit Website](https://www.ryanboer.com/) #### Communicative Clients have consistently praised Ryan-Boer Solutions Inc. for their strong communication skills, noting that their primary contact is particularly effective in reaching out to team members as needed. One client highlighted the team's ability to keep their complex organization on track, describing them as a 'realistic sounding board.' Overall, the sentiment is positive, with clients appreciating the proactive communication that supports project management despite the challenges of their multifaceted operations. #### 1 review mentions Accounting Accounting & Bookkeeping for Music Services & Resources Firm 4.5/5 — Ryan-Boer Solutions Inc. provides accounting services for an entertainment company. Their work includes bookkeeping work for 3-4 different segments of the company. - 0 of 1 Accounting reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/ryan-boer-solutions/28266) #### Experience in 1 industry Ryan-Boer Solutions Inc. has demonstrated expertise primarily in the Arts, Entertainment & Music industry, where they have provided comprehensive accounting, bookkeeping, and business consulting services since 2013. Clients commend their ability to simplify complex financial operations and facilitate effective communication within multi-faceted organizations. Overall sentiment reflects a strong satisfaction with their responsiveness and collaborative approach, making them a suitable choice for businesses seeking financial management in creative sectors. [Read All Reviews](https://clutch.co/profile/ryan-boer-solutions?verified=true#reviews) ##### Arts, entertainment & music Experience Ryan-Boer Solutions Inc. has demonstrated strong expertise in financial management and consulting for a multifaceted entertainment company, receiving positive feedback for simplifying complex financial processes and providing effective communication. Clients appreciate their ability to support diverse business needs, offering a reliable sounding board and ensuring smooth operations despite the company's intricate structure. This adaptability positions them as a valuable partner for those in the Arts, entertainment & music industry seeking comprehensive financial solutions. - 1 review for arts, entertainment & music industry - $50,000 – $199,999 avg. project cost - Accounting & Bookkeeping for Music Services & Resources Firm (4.5/5, Jul 31, 2020): 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 Full Review](https://clutch.co/go-to-review/ryan-boer-solutions/28266) #### 4.5 out of 5.0 rating for cost What Clients Have Said Clients generally perceive Ryan-Boer Solutions Inc. as providing good value for money, particularly due to their comprehensive accounting and consulting services. One client noted an investment of approximately $10,000 per month, highlighting the effectiveness of their support in managing a complex business structure. The sentiment reflects satisfaction with their communication and ability to simplify financial processes, although some complexity in project management was acknowledged. Overall, clients recommend clear communication to maximize the partnership's value. [Read All Reviews](https://clutch.co/profile/ryan-boer-solutions?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [EZ Buzz Solutions Pvt. Ltd.](https://clutch.co/profile/ez-buzz-solutions) #### 5 out of 5 star rating (1 reviews) - < $25 average hourly rate - 50 - 249 employees - Tracy, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://ezbuzzsolutions.com/) #### Unique expertise Clients have expressed high satisfaction with EZ Buzz Solutions Pvt. Ltd.'s unique expertise in bookkeeping and financial management. Notably, ARAJ Associates praised their personalized approach and the implementation of a customized financial dashboard, which provided real-time insights. The firm reported a 15% improvement in cash flow management and a 95% client retention rate, attributing these successes to EZ Buzz's reliable and detailed service. Overall, the sentiment reflects a strong appreciation for their specialized skills and effective solutions. #### 1 review mentions Accounting Bookkeeping Support for Accounting & Consultancy Firm 5.0/5 — 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 reports. - 1 of 1 Accounting reviews are 5 stars - 1 new review for Accounting in past 6 months - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/ez-buzz-solutions/316929) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/ez-buzz-solutions?verified=true#reviews) ##### Business services Experience EZ Buzz Solutions Pvt. Ltd. has received positive feedback from clients in the business services industry, particularly for their expertise in bookkeeping and financial management. Clients highlighted the company's ability to streamline processes, improve cash flow management by 15%, and enhance financial transparency. The personalized approach and timely delivery were commended, contributing to a 95% client retention rate. Overall, EZ Buzz Solutions is recognized for its reliability and impactful solutions, making it a strong candidate for businesses seeking efficient financial services. - 1 review for business services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping Support for Accounting & Consultancy Firm (5.0/5, Sep 24, 2024): 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 reports. [Read Full Review](https://clutch.co/go-to-review/ez-buzz-solutions/316929) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/ez-buzz-solutions?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Sheilla Vidal](https://clutch.co/profile/sheilla-vidal) - $1,000+ minimum project size - $50 - $99 average hourly rate - Freelancer employees - Fairfield, CA #### Services Provided - Allocation of Expertise by Percentage - 40% Financial Consulting - 60% Insurance Services & Brokers #### Company description Sheilla Vidal is an Insurance Services & Brokers company. The team specializes in Insurance Services & Brokers and Financial Consulting and is in Fairfield, California. [Visit Website](https://livewithdignity.site) --- ### [Alvaro Garcia, CPA | PinnaclePoint Group Accounting, Tax, & Advisory Services](https://clutch.co/profile/alvaro-garcia-cpa-pinnaclepoint-group-accounting-tax-advisory-services) - Freelancer employees - Stockton, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Accounting company Alvaro Garcia, CPA | PinnaclePoint Group Accounting, Tax, & Advisory Services offers Accounting. They were established in 2023. [Visit Website](https://www.pinnaclepointgroup.com/) --- ### [All California Lending](https://clutch.co/profile/all-california-lending) - 2 - 9 employees - Brentwood, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Advising & Planning #### Company description All California Lending is a Financial Advising & Planning company launched in 2008. Their services include Financial Advising & Planning. [Visit Website](https://www.acalending.com) --- ### [SMART LINE LLC](https://clutch.co/profile/smart-line) - $100 - $149 average hourly rate - 50 - 249 employees - Concord, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Tax Law #### Company description SMART LINE LLC is an Accounting company. They were founded in 2020, and their services include Accounting and Tax Law. [Visit Website](https://www.slform.com) --- ### [Balanced Business Group](https://clutch.co/profile/balanced-business-group) - $50 - $99 average hourly rate - 10 - 49 employees - Napa, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 20% Fractional CFO Services - 10% HR Outsourcing - 20% Business Consulting #### Company description Balanced Business Group is an Accounting company. Their small team is in Napa, California. Their services include Accounting and Business Consulting. [Visit Website](https://www.balancedbusinessgroup.com) --- ### [Highland Valley Digital](https://clutch.co/profile/highland-valley-digital) - $1,000+ minimum project size - 2 - 9 employees - Concord, CA #### Services Provided - Allocation of Expertise by Percentage - 20% Digital Strategy - 20% Executive Search - 20% Financial Advising & Planning - 20% Business Consulting - 20% Staffing #### Company description 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. [Visit Website](https://www.highlandvalleydigital.com/) --- ### [Aspen HR](https://clutch.co/profile/aspen-hr) - 50 - 249 employees - Walnut Creek, CA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% HR Consulting - 25% HR Outsourcing - 25% PEO/Employee Leasing #### Company description 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. [Visit Website](https://aspenhr.com/) --- ### [ReconcileBooks](https://clutch.co/profile/reconcilebooks) - 10 - 49 employees - Alamo, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description ReconcileBooks is an Alamo, California-based Accounting company. Their services include Accounting. [Visit Website](https://www.reconcilebooks.com/) --- ### [EBC TAXES](https://clutch.co/profile/ebc-taxes) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - Pleasanton, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description EBC TAXES is an accounting services firm specializing in bookkeeping, tax preparation, and financial analysis. They receive overwhelmingly positive feedback, with 100% of reviewers praising their professionalism, responsiveness, and customer service. Clients appreciate their comprehensive handling of accounting needs and timely project management, making them a highly recommended provider for businesses. [Visit Website](http://www.essentialbusinessconcepts.com/) #### Professional EBC TAXES has received overwhelmingly positive feedback regarding their professionalism. Clients appreciate their excellent adherence to schedules, responsiveness, and overall customer service. One client stated, "They are very professional and their customer service is fantastic," highlighting the smoothness of their ongoing partnership since November 2018. Additionally, the absence of any complaints underscores their reliability and effectiveness in managing accounting services. #### 1 review mentions Accounting Accounting & Bookkeeping for Polyester Enclosure Manufacturer 5.0/5 — 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 software. - 1 of 1 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/ebc-taxes/41720) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/ebc-taxes?verified=true#reviews) ##### Manufacturing Experience EBC TAXES has garnered positive feedback in the Manufacturing industry, particularly for their comprehensive accounting and bookkeeping services tailored for manufacturers. Clients appreciate their professionalism, excellent customer service, and ability to manage financial operations effectively. One client noted a seamless partnership since engagement, with no challenges faced and impressive responsiveness. Their expertise and reliability make them a strong candidate for manufacturing businesses seeking efficient financial management solutions. - 1 review for manufacturing industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting & Bookkeeping for Polyester Enclosure Manufacturer (5.0/5, Oct 20, 2021): 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 software. [Read Full Review](https://clutch.co/go-to-review/ebc-taxes/41720) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/ebc-taxes?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Synverse](https://clutch.co/profile/synverse) - $5,000+ minimum project size - $25 - $49 average hourly rate - 250 - 999 employees - San Ramon, CA #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 10% Advertising - 10% Custom Software Development - 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 #### Company description Headquartered in San Ramon, California and Reading , England, Synverse is an Accounting company. They specialize in Accounting and Advertising. [Visit Website](https://www.synverse.com) --- ### [Global Vertex Finance](https://clutch.co/profile/global-vertex-finance) - $1,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees - Lathrop, CA #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 10% Financial Consulting - 10% Fractional CFO Services #### Company description Launched in 2019, Global Vertex Finance is an Accounting company. Their services include Accounting and Financial Advising & Planning. [Visit Website](https://www.globalvertex.com) --- ### [Core Finance Advisor](https://clutch.co/profile/core-finance-advisor) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - San Ramon, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Advising & Planning #### Company description Core Finance Advisor is a tech-enabled fiduciary managing $500M+ in assets across San Ramon, Overland Park, and Champaign. We provide holistic LLC formation, tax, accounting, and wealth management specifically tailored for doctors, dentists, tech professionals, federal employees, and crypto investors. Our RIA-qualified team combines AI-driven insights with personalized strategy to minimize tax and secure retirement. Whether launching a business or building a legacy, we deliver the expert guidance needed to achieve true financial freedom. [Visit Website](https://corefinanceadvisor.com) --- ### [USA Estimators](https://clutch.co/profile/usa-estimators) - $5,000+ minimum project size - $150 - $199 average hourly rate - 50 - 249 employees - Oakland, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Development - 50% Financial Advising & Planning #### Company description USA Estimators is a Commercial Development and Financial Advising & Planning company. Established in 1999, the team specializes in Commercial Development and Financial Advising & Planning. [Visit Website](https://estimators.us/) --- ### [Protea Financial](https://clutch.co/profile/protea-financial) - $50 - $99 average hourly rate - 10 - 49 employees - Novato, CA #### Services Provided - Allocation of Expertise by Percentage - 90% Accounting - 10% Business Consulting #### Company description Founded in 2014, Protea Financial is an Accounting company. Their team offers Accounting and Business Consulting. [Visit Website](https://proteafinancial.com/about/) --- ### [Pacific Crest Group](https://clutch.co/profile/pacific-crest-group) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - San Rafael, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Pacific Crest Group is an Accounting company founded in 2001. The agency specializes in Accounting, and is small. [Visit Website](http://www.pcg-services.com/) --- ### [DePretis CPAs](https://clutch.co/profile/depretis-cpas) - $1,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees - Pleasanton, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description DePretis CPAs is an Accounting company. In Pleasanton, California, the firm offers Accounting. [Visit Website](http://depretis-cpa.com/) --- ### [Pacific Direct Mortgage](https://clutch.co/profile/pacific-direct-mortgage) - 2 - 9 employees - Santa Rosa, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description 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. [Visit Website](https://pacificdirectmortgage.com/) --- ### [Axis Accounting Services](https://clutch.co/profile/axis-accounting-services) - $1,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees - San Rafael, CA #### Services Provided - Allocation of Expertise by Percentage - 60% Accounting - 40% Business Consulting #### Company description Axis Accounting Services is a small San Rafael, California-based Accounting company. The team provides Accounting and Business Consulting. [Visit Website](http://www.axisaccountingservices.com/) --- ### [JHS CPAs, LLP](https://clutch.co/profile/jhs-cpas-llp) #### 4 out of 5 star rating (1 reviews) - 10 - 49 employees - Danville, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description JHS CPAs, LLP is an accounting services firm specializing in bookkeeping, tax preparation, and general accounting. Clients highlight their excellent project management and responsive communication, though some desire more consultative services. Overall, 100% of feedback is positive regarding task delivery, while 50% mention a need for enhanced advisory support. [Visit Website](https://www.jhs.com/) #### Great project management Clients have praised JHS CPAs, LLP for their exceptional project management capabilities. One client noted that they 'didn’t experience any issues at all,' highlighting the firm's effective handling of tasks. Additionally, their 'responsiveness and agile communication skills' were specifically commended, contributing to a seamless collaboration. Overall, the sentiment surrounding their project management is highly positive, indicating reliability and professionalism in their service delivery. #### 1 review mentions Accounting General Accounting Services for SaaS Company 4.0/5 — JHS CPAs, LLP was hired by a SaaS company to provide them with standard accounting services such as tax preparation and bookkeeping. - 0 of 1 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/jhs-cpas-llp/149126) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/jhs-cpas-llp?verified=true#reviews) ##### Software Experience JHS CPAs, LLP has received positive feedback from a SaaS company client, highlighting their expertise in bookkeeping and accounting services. The client praised their excellent project management, responsiveness, and agile communication. While they delivered all required tasks effectively, there is room for improvement in providing consultative services and cost-saving advice. Overall, JHS CPAs, LLP is well-regarded for their operational support in the Software industry, making them a strong candidate for similar projects. - 1 review for software industry - Less than $10,000 avg. project cost - General Accounting Services for SaaS Company (4.0/5, Jul 7, 2022): JHS CPAs, LLP was hired by a SaaS company to provide them with standard accounting services such as tax preparation and bookkeeping. [Read Full Review](https://clutch.co/go-to-review/jhs-cpas-llp/149126) #### 4.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/jhs-cpas-llp?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Redwood Tax Service](https://clutch.co/profile/redwood-tax-service) #### 0.5 out of 5 star rating (1 reviews) - 2 - 9 employees - Santa Rosa, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](http://www.redwoodtaxservice.net/) #### Experience in 1 industry Redwood Tax Service has primarily worked within the transportation industry, receiving predominantly negative feedback. Clients have reported issues with timely completion of services, billing inaccuracies, and insufficient training. The overall sentiment indicates a lack of reliability and effectiveness, leading to dissatisfaction among clients. Potential clients in the transportation sector may find it prudent to consider other options, as the provider's expertise and impact appear limited in this area. [Read All Reviews](https://clutch.co/profile/redwood-tax-service?verified=true#reviews) ##### Transportation Experience Redwood Tax Service exhibits significant weaknesses in their service delivery within the Transportation industry, as highlighted by a client from California Comfort Transportation LLC. Feedback indicates chronic delays, billing issues, and a lack of timely communication, leading to unmet expectations and incomplete tax filings. These shortcomings suggest potential clients should exercise caution, as the company's performance may not align with the rigorous demands of the Transportation sector. - 1 review for transportation industry - Less than $10,000 avg. project cost - Accounting Services for Touring Transportation Service (0.5/5, May 28, 2020): Redwood Tax Service was responsible for managing the taxes and accounting processes of a tour-based transportation service. [Read Full Review](https://clutch.co/go-to-review/redwood-tax-service/97924) #### 0.5 out of 5.0 rating for cost What Clients Have Said Clients have expressed dissatisfaction with Redwood Tax Service's cost and value for money, citing instances of overcharging and incomplete work. One client noted that, despite being billed promptly, the service was never completed on time, leading to significant frustration. Overall sentiment reflects a lack of perceived value, with clients indicating that improvements are necessary across all aspects of service delivery. [Read All Reviews](https://clutch.co/profile/redwood-tax-service?verified=true#reviews) - Less than $10,000 (1 reviews) #### 1 review from clients near Sacramento Review Rating from Clients - 5.0 out of 5.0 - Overall: 0.5 - Quality: 0.5 - Schedule: 1.0 - Cost: 0.5 - Willing to Refer: 0.5 Santa Rosa-based clients describe Redwood Tax Service as unreliable, citing consistent delays, billing issues, and a lack of responsiveness that hindered their financial and tax-related needs. [Read Local Reviews](https://clutch.co/profile/redwood-tax-service?verified=true#reviews) --- ### [Vasquez & Company](https://clutch.co/profile/vasquez-company) - $1,000+ minimum project size - $50 - $99 average hourly rate - 50 - 249 employees - Sacramento, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Midsize Accounting company Vasquez & Company, is located in Los Angeles, California and Sacramento, California. The team offers Accounting. [Visit Website](http://www.vasquezcpa.com/) #### 1% of employees work in Sacramento office Sacramento, CA 1215 K Street 17th Floor employees 916.503.3269 [See All Locations (5)](https://clutch.co/profile/vasquez-company#location) --- ### [DZH Phillips](https://clutch.co/profile/dzh-phillips) - $1,000+ minimum project size - $150 - $199 average hourly rate - 50 - 249 employees - Oakland, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description DZH Phillips is an Accounting company based in San Francisco, California and Oakland, California. The team specializes in Accounting. [Visit Website](https://dzhphillips.com/) #### Less than 1% of employees work in Oakland office Oakland, CA 1330 Broadway #630 employees 510.834.6542 [See All Locations (2)](https://clutch.co/profile/dzh-phillips#location) --- ### [RINA Accountancy Corporation](https://clutch.co/profile/rina-accountancy-corporation) - $1,000+ minimum project size - $150 - $199 average hourly rate - 50 - 249 employees - Oakland, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description RINA Accountancy Corporation is an Accounting company. The San Francisco, California-based agency focuses on Accounting. [Visit Website](http://www.rina.com/) #### 1% of employees work in Oakland office Oakland, CA 475 14th Street, Suite 1200 employees 510.893.6908 [See All Locations (2)](https://clutch.co/profile/rina-accountancy-corporation#location) --- ### [Pisenti & Brinker LLP](https://clutch.co/profile/pisenti-brinker-llp) - 10 - 49 employees - Santa Rosa, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Business Consulting #### Company description Pisenti & Brinker LLP is an Accounting company. Launched in 1965, their team focuses on Accounting and Business Consulting. [Visit Website](https://pbllp.com/) --- ### [Chaney&Associates](https://clutch.co/profile/chaneyassociates) - 10 - 49 employees - Roseville, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Chaney&Associates is an Accounting company. Their small team is based in Roseville, California. Their services include Accounting. [Visit Website](http://www.chaneyassociates.com/) --- ### [Newman Associates CPA](https://clutch.co/profile/newman-associates-cpa) - 2 - 9 employees - Davis, CA #### Services Provided - Allocation of Expertise by Percentage - 85% Accounting - 15% Business Consulting #### Company description Accounting company Newman Associates CPA is located in Davis, California. They offer Accounting and Business Consulting and were established in 1998. [Visit Website](http://www.na-cpa.com/) --- ### [Schwartz, Platz & Associates, CPA](https://clutch.co/profile/schwartz-platz-associates-cpa) - 2 - 9 employees - Sacramento, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Schwartz, Platz & Associates, CPA is a small Sacramento, California-based Accounting company. The team provides Accounting. [Visit Website](http://www.schwartzplatz.com/) --- ### [Spiegel Accountancy Corp](https://clutch.co/profile/spiegel-accountancy-corp) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Pleasant Hill, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Spiegel Accountancy Corp is a small Accounting company located in Pleasant Hill, California. Their services include Accounting. [Visit Website](https://www.spiegelcorp.com/) --- ### [Performant](https://clutch.co/profile/performant) - $1,000+ minimum project size - < $25 average hourly rate - 250 - 999 employees - Livermore, CA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 80% Call Center Services #### Company description Performant is an answering service launched in 1976. The team focuses on Call Center Services and Accounting. [Visit Website](https://performantcorp.com/) --- ### [Nonprofit Suite](https://clutch.co/profile/nonprofit-suite) - $1,000+ minimum project size - < $25 average hourly rate - 2 - 9 employees - Oakland, CA #### Services Provided - Allocation of Expertise by Percentage - 60% Accounting - 20% Back Office Outsourcing - 20% HR Consulting #### Company description Accounting company Nonprofit Suite was launched in 2005. The team specializes in Accounting and Back Office Outsourcing. [Visit Website](http://nonprofitsuite.com/) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences. Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria. Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them. We evaluate service providers using a [structured methodology](https://clutch.co/methodology) that combines: - In-depth client interviews and ratings - Comprehensive project details - Market presence - Portfolio examples and industry recognition This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top. Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly. We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether. Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.