Home Financial Services United States California San Jose

Top Financial Services Firms in San Jose

Ratings Updated: April 27, 2026

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves San Jose, 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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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients have expressed high satisfaction with CSTMR's expertise in branding and marketing strategy. One notable feedback highlighted a significant increase in website traffic and customer base following a comprehensive rebranding effort. Clients commended CSTMR's responsive communication and methodical project management, with no reported areas for improvement. Overall, the sentiment is overwhelmingly positive, indicating CSTMR's capability to deliver impactful results for startups in the fintech sector.
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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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Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

This provider is fluent in 2 languages:

English

Spanish

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves San Jose, 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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Ravix Group

4.9 10 reviews

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Premier Verified

Undisclosed

Undisclosed

50 - 249

San Jose, CA

Services provided

40% Accounting

20% Fractional CFO Services

15% HR Consulting +2 services

15% HR Outsourcing

10% Executive Search

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

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Reviews mention High-quality work
Ravix Group consistently receives high praise for delivering exceptional quality work. Clients, such as the co-founder of Franklin Alliance, noted their effectiveness and high standards, stating they were 'very satisfied' and referred them to others. The Finance & Operations Manager at Cancer Support Community highlighted their 'extremely helpful' services, while the VP of Corporate Controller appreciated the meticulousness and efficiency improvements brought by their consultant. Overall, the sentiment reflects strong satisfaction with the quality of services provided.

Accounting Services for Accounting Firm Alliance

4.5 Nov 26, 2025

Ravix Group was very effective in how they supported us. They delivered very high-quality work that met our expectations. We were very satisfied with the product and have referred them to other people.
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Accounting Services for Biotechnology Company

5.0 Sep 22, 2025

The consultant assigned to our engagement was a quick learner, asks good questions and brings in his expertise from his learnings from other companies. He is meticulous and have made significant improvements to processes, thereby increasing efficiency and effectiveness. Yes, the consultant assigned to our engagement delivered items on time and is very responsive to our needs. He has shifted his role from a junior accountant to now a manager-level employee.
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5 of 6 reviews are 5 stars

5 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 6 times in the past 6 months
In the past six months, Ravix Group has received positive feedback for their exceptional accounting and HR services. Clients praised their responsiveness, expertise, and ability to meet deadlines consistently. Notably, one client highlighted significant operational improvements, such as reducing month-end close times and achieving zero material audit adjustments. Another emphasized their effective compliance guidance, saving substantial legal costs. Overall, sentiment remains highly favorable, with no major areas for improvement identified by clients.
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Average Project Cost Breakdown

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

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

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

5.0 18 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

San Francisco, CA

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

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

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Industry Experience

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

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More responsive than most other service providers

indinero is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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San Francisco, CA

2261 Market Street #4333
San Francisco, CA 94114
21 - 30

1 (855) 463-4637

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2 of 2 San Jose-based reviews are 5 stars

1 San Jose-based review for Accounting in past 6 months

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

Accounting project highlight

Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read more
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George Dimov, CPA

4.8 31 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

San Francisco, CA

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting services firm specializing in tax preparation, bookkeeping, payroll, and financial advisory. Reviews highlight an impressive 100% positive feedback for their professionalism, responsiveness, and timely delivery. Notably, 88% of reviewers commend their ability to address complex financial situations and provide tailored recommendations, showcasing their expertise in financial reporting and tax filing.

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3 of 3 reviews are 5 stars

3 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 3 times in the past 6 months
Recent client reviews for George Dimov, CPA reflect a high level of satisfaction with their services, particularly in tax preparation and auditing. Clients praised the team's professionalism, attention to detail, and effective communication. Notably, one client highlighted significant tax savings due to strategic advice, while another commended the smooth audit process and actionable insights. Overall, clients found the firm reliable and responsive, although a few suggested improvements in communication efficiency.
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13 of 14 Accounting reviews are 5 stars

3 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

Less than $10,000 (6) $10,000 to $49,000 (6) $50,000 to $199,999 (3)

What Clients Have Said
Clients consistently highlight the value for money offered by George Dimov, CPA, noting that their pricing fits budgets and provides good value. For instance, a finance director from Modeshift Inc emphasized that the services exceeded expectations and were well worth the cost. Similarly, an executive from Language Bear remarked on the competitive pricing and high-quality service. Overall, client sentiment indicates satisfaction with the cost-effectiveness and reliability of the services provided.
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Sensiba LLP

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

San Jose, 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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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Auditing Services for Property Assessment Co
5.0 — 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. Read more
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Industry Experience

Sensiba LLP demonstrates expertise in various industries, including Consulting, Financial Services, Human Resources, IT Services, Telecommunications, and Software. Clients consistently commend their professionalism, deep expertise, and timely project management. Overall sentiment across these sectors is highly positive, highlighting Sensiba's ability to facilitate SOC certifications and audits effectively, resulting in improved security and compliance for organizations. Firms seeking assistance in compliance and auditing would find Sensiba LLP a suitable partner, particularly in regulated sectors.
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Consulting Other Industry Financial services Human Resources IT Services Information technology Advertising & marketing Telecommunications Software

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United States (6) Canada (1) Germany (1) South Korea (1)

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Review Rating from Clients

4.8/5.0

Quality

5.0

Schedule

5.0

Cost

4.5

Willing to Refer

4.5

California-based Sensiba LLP specializes in audit and certification services, including ISO 27001 and SOC 2. Clients commend their professionalism, timely delivery, and thorough guidance, enabling organizations to achieve and prove compliance, with a focus on security enhancements and effective project execution.
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Escalon Services, Inc.

3.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Palo Alto, CA

Services provided

90% Accounting

10% HR Consulting

Escalon Services, Inc. is a company specializing in Accounting Services, including bookkeeping, tax preparation, and financial advisory for startups. The feedback is overwhelmingly positive, with 100% of the reviewers highlighting their promptness and financial streamlining capabilities. Many clients appreciate the personal and professional synergy of their team, though a newsletter on tax trends was suggested as an improvement.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Digital Travel Agency
5.0 — A digital travel agency hired Escalon Services, Inc. for their accounting services. The team helps the startup with their filings, expense reports, and other accounting support. Their services are Read more
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Industry Experience

Escalon Services, Inc. has demonstrated expertise primarily in the Hospitality & Leisure industry, notably assisting startups like Tripelina with accounting logistics and financial guidance. Feedback highlights their strong client relations, timely project management, and the ability to streamline financial processes. Clients appreciate their reasonable pricing and professional staff. Overall sentiment is positive, indicating Escalon Services, Inc. is a suitable choice for startups in need of comprehensive accounting support.
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Hospitality & leisure

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally find Escalon Services, Inc. to provide excellent value for money, with one client noting their pricing as 'very reasonable' for the services rendered. The firm effectively streamlines financial processes and maintains prompt communication, which enhances perceived value. Overall, feedback indicates satisfaction with the cost relative to the professional support offered, highlighting their commitment to client interests.
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RightRev

Not yet reviewed

$25,000+

Undisclosed

50 - 249

Santa Clara, CA

Services provided

100% Accounting

Accounting company RightRev is in Santa Clara, California. Their services include Accounting.
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SMB Services

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Palo Alto, CA

Services provided

50% Accounting

30% BI & Big Data Consulting & SI

20% Financial Advising & Planning

SMB Services offers website development, web design, and web application services. The overall feedback from reviews on Clutch.co highlights their collaborative approach and timely delivery, with clients appreciating their high ratings and effective virtual communication. The company received high praise for meeting project goals and delivering measurable outcomes.

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AScaleX

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Clara, CA

Services provided

25% Accounting

25% Branding

25% Email Marketing +1 service

25% Video Production

AScaleX is an Accounting company. Established in 2019, the firm focuses on Accounting and Branding.
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Sagent Management

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Milpitas, CA

Services provided

40% Accounting

60% Finance & Accounting Outsourcing (FAO)

Sagent Management is a Milpitas, California-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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SingerLewak

Not yet reviewed

$1,000+

$100 - $149 / hr

250 - 999

San Jose, CA

Services provided

100% Accounting

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

100 W. San Fernando St., Suite 275
San Jose, CA 95113
41 - 49

408.294.3924

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Silicon Valley Accounting Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Clara, CA

Services provided

100% Accounting

Founded in 2003, Silicon Valley Accounting Solutions is a small Accounting company in Santa Clara, California. Their team provides Accounting.
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L2 Counsel

Not yet reviewed

$10,000+

$300+ / hr

2 - 9

Palo Alto, CA

Services provided

100% Accounting

L2 Counsel, an Accounting company, is in Palo Alto, California. Founded in 2019, the team specializes in Accounting.
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Marcum LLP

Not yet reviewed

$1,000+

$100 - $149 / hr

1,000 - 9,999

San Jose, CA

Services provided

100% Accounting

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

111 West Saint John Street Suite 1010
San Jose, CA 95113
41 - 49

669.232.9500

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Pebl

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Palo Alto, CA

Services provided

20% Accounting

20% HR Consulting

20% HR Outsourcing +2 services

20% Recruiting

20% Staffing

Pebl is an Accounting company. Their team is in Palo Alto, California and specializes in Accounting and Staffing.
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Early Growth Financial Services

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

San Jose, CA

Services provided

100% Accounting

Founded in 2008, Early Growth Financial Services, a midsize Accounting company, is headquartered in San Francisco, California and San Jose, California. Their team specializes in Accounting.
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San Jose, CA

2033 Gateway Place, 5th floor
San Jose, CA 95110
50 - 75

415.234.3437

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Robiquity

Not yet reviewed

$50,000+

$300+ / hr

50 - 249

Palo Alto, CA

Services provided

10% AI Development

10% Business Consulting

10% Cloud Consulting & SI +7 services

10% Enterprise App Modernization

10% IT Managed Services

10% IT Strategy Consulting

10% Insurance Services & Brokers

10% Logistics & Supply Chain Consulting

10% Other Application Development

10% Other IT Consulting and SI

Robiquity is an IT strategy consulting company. Based in Manchester, England and Toronto, Canada, the team provides IT strategy consulting and cloud consulting & SI.
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Palo Alto, CA

3000 El Camino Real, Building 4, Suite 200
Palo Alto, CA 94306
6 - 9

(904) 593 5071

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Slingshot Connections

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Jose, CA

Services provided

30% Accounting

30% Recruiting

30% Staffing +1 service

10% IT Strategy Consulting

Slingshot Connections is a small Accounting company headquartered in San Jose, California. Their services include Accounting and Staffing.
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GALLINA LLP

Not yet reviewed

$1,000+

$100 - $149 / hr

250 - 999

San Jose, 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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Taylor Benefits Insurance

Not yet reviewed

$1,000+

$25 - $49 / hr

1,000 - 9,999

San Jose, CA

Services provided

100% Insurance Services & Brokers

Taylor Benefits Insurance, a large Insurance Services & Brokers company, is located in San Jose, California. Their services include Insurance Services & Brokers.
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Hood & Strong

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

San Jose, CA

Services provided

100% Accounting

Located in San Francisco, California and San Jose, California, Hood & Strong is an Accounting company. The team provides Accounting.
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San Jose, CA

60 South Market Street, Suite 200
San Jose, CA 95113
76 - 100

408.998.8400

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LedgerFi

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Cupertino, CA

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

15% Business Consulting +1 service

15% Financial Consulting

LedgerFi is a Cupertino, California-based Finance & Accounting Outsourcing (FAO) company. They offer Finance & Accounting Outsourcing (FAO) and Accounting.
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BizNCorp

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Newark, CA

Services provided

25% Corporate Law

25% Document Digitization & Management

25% Financial Advising & Planning +1 service

25% Tax Law

Financial Advising & Planning company BizNCorp was launched in 2018. The firm offers Financial Advising & Planning and Corporate Law, and is small.
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Unified Accounting & Tax

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Fremont, CA

Services provided

85% Accounting

15% Business Consulting

Unified Accounting & Tax is an Accounting company. Their team is headquartered in Fremont, California and provides Accounting and Business Consulting.
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Nuage Digital Inc

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Campbell, CA

Services provided

60% Accounting

20% Back Office Outsourcing

20% UX/UI Design

Nuage Digital Inc is an Accounting company launched in 2015. Their team focuses on Accounting and UX/UI Design.
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ALLSTARSIT

4.9 43 reviews

$25,000+

$25 - $49 / hr

1,000 - 9,999

San Francisco, CA

Services provided

10% Accounting

20% IT Staff Augmentation

10% Back Office Outsourcing +7 services

10% Employer of Record (EOR) Services

10% Finance & Accounting Outsourcing (FAO)

10% IT Managed Services

10% Recruiting

10% Staffing

5% Customer Service Outsourcing

5% PEO/Employee Leasing

ALLSTARSIT is a staffing and BPO service provider specializing in building dedicated remote teams to enhance operational efficiency and support growth across global markets. With 100% of reviewers highlighting impressive project management, including clear communication and timely delivery, the company is renowned for its expertise in recruitment and its ability to provide end-to-end support, resulting in high employee retention rates and improved performance outcomes.

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Reviews mention Flexible
The overall sentiment regarding flexibility in ALLSTARSIT's service delivery is highly positive. Clients noted their impressive Modular MSA, which offers tailored service options, and highlighted the team's responsiveness and adaptability to project needs. One client emphasized the company's ability to quickly extend their team and find suitable professionals, attributing this success to ALLSTARSIT's flexible approach. Overall, clients expressed satisfaction with the timely communication and the team's willingness to accommodate specific requirements.

Staff Augmentation for UI/UX Design & Dev Company

5.0 Sep 13, 2024

The measurable outcomes from the project include successfully onboarding top talent in a different time zone, resulting in improved operational efficiency. Additionally, the team's scalability and flexibility allowed us to adapt quickly to changing business needs, contributing to overall project success. The provider was highly responsive to our questions, needs, addressing any concerns promptly and adapting quickly to changes.
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Customer Service for Academic Software Company

5.0 Jan 19, 2024

ALLSTARSIT showcased remarkable project management expertise by consistently meeting deadlines and promptly addressing evolving needs. Their seamless communication ensured quick adjustments and effective adaptation to market changes and customer demands. ALLSTARSIT evolved into a true strategic partner committed to our growth.
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Dev Staff Aug for AI-Powered SaaS Integration Platform

5.0 Apr 26, 2023

With ALLSTARSIT we tested a new location without establishing an entity, and the results were successful. By doing so, we were able to reduce our hiring costs by almost half, while maintaining the same level of quality. What I find most impressive is the Modular MSA, which offers flexibility in the services we require.
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Platform Dev for Digital Media Asset Management Company

5.0 Apr 14, 2023

We had the opportunity to expand our team with professionals hired by ALLSTARSIT. This approach enabled us to save a significant amount of our budget while still having highly skilled professionals work on the development of our product. Flexibility, timely communication, and meeting deadlines are the hallmarks of ALLSTARSIT.
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Recruitment Services for Sales Automation Platform

4.5 Feb 13, 2023

They were very result-driven, and wanted to find the perfect professionals, who would cover all our requirements. Also, they were always available whenever we had questions, and were very flexible. We received the best prices and very accurate and fast communication.
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Average Project Cost Breakdown

$200,000 to $999,999 (6) Less than $10,000 (3) $1,000,000 to $9,999,999 (3) $10,000 to $49,000 (2) $50,000 to $199,999 (2) $10,000,000 + (1)

What Clients Have Said
The overall sentiment regarding ALLSTARSIT's cost and value for money is highly positive. Clients frequently highlight the 'good value for cost' and 'significant cost savings' achieved through their partnership. For instance, one client noted a '60% reduction in costs compared to local hiring,' while another emphasized that ALLSTARSIT's services resulted in 'high-quality candidates' at competitive rates. Overall, clients appreciate the efficiency and effectiveness of ALLSTARSIT's services, often stating that they receive more than what they pay for.
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View projects from:

United States (10) Ukraine (9) Israel (8) Estonia (4) Germany (2) Canada (1) Netherlands (1) Portugal (1) England (1)

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Review Rating from Clients

4.5/5.0

Quality

5.0

Schedule

4.5

Cost

4.5

Willing to Refer

5.0

From San Francisco, clients appreciate ALLSTARSIT’s proficiency in providing staffing services, including sourcing specialized talent for tech startups. They emphasize the company's responsiveness, transparency, and ability to handle large-scale team expansions efficiently, ensuring project success across various technical domains.
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Pacific Coast Accounting & Financial Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Clara, CA

Services provided

100% Accounting

Accounting company Pacific Coast Accounting & Financial Solutions was established in 2008. Located in Santa Clara, California, the team offers Accounting.
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Ace Global

Not yet reviewed

$25,000+

$25 - $49 / hr

10 - 49

Sunnyvale, CA

Services provided

40% Accounting

40% Finance & Accounting Outsourcing (FAO)

20% HR Consulting

In Sunnyvale, California, Ace Global is a Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were established in 2021.
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Accurite Data Solutions

Not yet reviewed

Undisclosed

$50 - $99 / hr

2 - 9

San Jose, CA

Services provided

20% Content Marketing

20% Financial Advising & Planning

20% Graphic Design +2 services

20% Social Media Marketing

20% Web Development

Accurite Data Solutions is a San Jose, California-based social media marketing company. They offer Social Media Marketing and Content Marketing and were established in 2021.
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TruePro Associates

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

San Jose, CA

Services provided

100% Accounting

TruePro Associates is an Accounting company. Launched in 2013, the team specializes in Accounting.
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Shruti CPA

Not yet reviewed

Undisclosed

$300+ / hr

2 - 9

Campbell, CA

Services provided

50% Accounting

25% Financial Advising & Planning

25% Tax Law

Shruti CPA is an Accounting company. The small Campbell, California-based team provides Accounting and Financial Advising & Planning. The firm was launched in 2015.
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GMC Consulting Group, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Jose, CA

Services provided

25% Accounting

25% Finance & Accounting Outsourcing (FAO)

25% Financial Advising & Planning +1 service

25% Financial Consulting

GMC Consulting Group, LLC is a San Jose, California-based Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting.
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Docfyle Advisory Private Limited

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

San Jose, CA

Services provided

60% Accounting

10% Commercial Property Management

10% Financial Advising & Planning +2 services

10% Financial Consulting

10% Fractional CFO Services

Docfyle Advisory Private Limited is a small Accounting company launched in 2022. Their team provides Accounting and Financial Advising & Planning.
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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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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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Pilot

4.8 10 reviews

Undisclosed

Undisclosed

50 - 249

San Francisco, CA

Services provided

45% Accounting

20% Fractional CFO Services

15% Finance & Accounting Outsourcing (FAO) +2 services

15% HR Outsourcing

5% Benefits Administration

Pilot is a company specializing in accounting services, including bookkeeping, tax preparation, and financial reporting. Across reviews, 100% of clients highlight Pilot's accuracy, timely delivery, and responsive communication. Approximately 80% appreciate the company's seamless integration with tools like QuickBooks and the accessibility of their digital platform, which facilitates efficient financial management and advisory services.

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Industry Experience

Pilot has received positive feedback across multiple industries, including Software, IT Services, Advertising & Marketing, and Healthcare. Clients highlight Pilot's strengths in bookkeeping, tax preparation, and CFO services, noting their responsiveness, organization, and ease of use. The overall sentiment is highly favorable, with clients in the Software industry particularly appreciating the accuracy and efficiency of services. For potential clients seeking reliable accounting solutions, Pilot demonstrates strong expertise in these sectors.
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Software IT Services Advertising & marketing Healthcare Medical

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United States (8) Spain (1)

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2 of 4 San Jose-based reviews are 5 stars

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

Accounting project highlight

Bookkeeping & Tax Services for Surgical Robot Manufacturer
5.0 — Pilot provides bookkeeping, tax preparation, and CTO and CFO services for a surgical robot manufacturer. The team uses QuickBooks for bookkeeping and has created financial models for the client. Read more
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Review Rating from Clients

4.8/5.0

Quality

4.8

Schedule

4.9

Cost

4.6

Willing to Refer

4.9

In San Francisco, clients praise Pilot for delivering high-quality accounting, tax, and CFO services with prompt responses and clear explanations. Their flexible, low-touch approach ensures smooth, reliable financial management for tech and software companies.
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David Jacobs Business Broker

Not yet reviewed

$100,000+

$150 - $199 / hr

Freelancer

Sunnyvale, CA

Services provided

70% Financial Advising & Planning

20% Business Consulting

10% Financial Consulting

Financial Advising & Planning company David Jacobs Business Broker is in Sunnyvale, California. Launched in 2019, the team provides Financial Advising & Planning and Business Consulting.
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Finvisor

4.8 2 reviews

$1,000+

$100 - $149 / hr

50 - 249

San Francisco, CA

Services provided

40% Accounting

25% Fractional CFO Services

15% HR Consulting +2 services

10% Benefits Administration

10% Compliance Consulting

Finvisor is a financial services company specializing in accounting services, financial advisory, and fractional CFO roles. They received 100% positive feedback, with clients praising their expertise, professionalism, and impactful financial reporting. Around 50% of reviewers emphasized their responsiveness and ability to adapt, while approximately 30% highlighted their value and alignment with company values.

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0 of 1 reviews is 5 stars

1 new review for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, Finvisor has received positive feedback for their role as a fractional CFO, notably from the CEO of Deskpass, who praised their responsiveness and ability to handle financial responsibilities during critical growth phases. Clients appreciated their alignment with company values, budget-friendly pricing, and the impression of a comprehensive finance department without added complexity. Overall, the sentiment is highly favorable, with clients highlighting the team's professionalism and problem-solving capabilities.
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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Finvisor's competitive pricing and excellent value for money. One CEO noted that Finvisor's pricing fit their budget while providing a great culture fit and good value. Another client emphasized that Finvisor delivered professional financial services without the high costs typically associated with a full finance department, allowing for effective financial management throughout critical phases of their business.
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1 of 1 San Jose-based review is 5 stars

Unknown avg. project cost for Accounting services in San Jose

Accounting project highlight

Fractional CFO Services for Flexible Workspace Platform
4.5 — Finvisor serves as a fractional CFO for a flexible workspace platform. The team manages the client's financial responsibilities, including accounting, forecasting, budgeting, and investor Read more
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

In San Francisco, Finvisor is recognized for delivering comprehensive financial services, including modeling, revenue cycle management, and reporting. Clients highlight their punctuality, expertise, and the positive impact on business performance and stakeholder confidence.
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Zeni

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Palo Alto, CA

Services provided

40% Accounting

40% Finance & Accounting Outsourcing (FAO)

20% Fractional CFO Services

Zeni, a Finance & Accounting Outsourcing (FAO) company, is headquartered in Palo Alto, California. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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SFBay Financial

5.0 2 reviews

$1,000+

$100 - $149 / hr

10 - 49

San Francisco, CA

Services provided

100% Accounting

SFBay Financial is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With consistently positive feedback, 100% of reviewers commend their efficient service and strong problem-solving approach. Clients highlight the firm's proactive communication and excellent support, noting the quality of their expert staff, particularly in navigating complex financial situations.

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Reviews mention Easy to work with
Clients consistently highlight SFBay Financial's ease of collaboration, with one LLC owner noting the straightforward setup process and effective communication. They praised the staff, particularly Sarah, for being responsive and solution-oriented. Feedback reflects a strong sentiment of satisfaction, with clients appreciating the tailored approach to their accounting needs and the overall smooth engagement, which has positively impacted their business operations.

Accounting Services for Non-Profit Organization

5.0 Aug 3, 2021

I have been very impressed by the Staff. Sarah was assigned to our company a few years ago and has been outstanding. Easy to work with, solution approach, and efficient. They have done everything I need at a price that works for my small business.
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Industry Experience

SFBay Financial has received positive feedback across various industries, notably Nonprofit and Business Services. Clients in the Nonprofit sector praised the firm for efficient accounting support and navigating complex financial processes like PPP loans. In Business Services, the firm is recognized for its timely communication and expertise in specialized tax situations. Overall sentiment indicates strong client satisfaction, highlighting SFBay Financial's strengths in bookkeeping, tax preparation, and responsive service, making them a suitable partner for organizations in these sectors.
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Nonprofit Business services

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Canada (1) United States (1)

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1 of 1 San Jose-based review is 5 stars

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

Accounting project highlight

Accounting Services for Non-Profit Organization
5.0 — A non-profit organization hired SFBay Financial to provide accounting services. The team is tasked with rectifying the lapses of the client's previous accounting firm. Read more
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Flock Bill

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Newark, CA

Services provided

35% Event Management

25% Executive Search

20% Application Management & Support +1 service

20% Insurance Services & Brokers

Launched in 2013, Flock Bill is an Event Management company. The midsize team offers Event Management and Executive Search.
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Quickbook Supportnet

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Hayward, CA

Services provided

100% Accounting

Accounting company Quickbook Supportnet was established in 2003. Based in Hayward, California, the team provides Accounting.
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Algo Clan Inc.

5.0 3 reviews

$50,000+

$50 - $99 / hr

2 - 9

San Francisco, CA

Services provided

10% Accounting

15% AI Development

15% DevOps Managed Services +9 services

10% API Development

10% Custom Software Development

10% Warehousing & Distribution

5% AR/VR Development

5% E-Commerce Development

5% Funding & Investment

5% IoT Development

5% Mobile App Development

5% Web Development

Algo Clan Inc. is a technology integration firm specializing in API integrations and cloud infrastructure, with a focus on the accounting and finance sectors. According to client feedback, 100% of the reviews highlight their efficient project management, timely delivery, and exceptional culture fit. Clients appreciate their cutting-edge technology, although some mention the need for gradual onboarding due to the complexity of their tools.

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Industry Experience

Algo Clan Inc. has demonstrated expertise primarily within the financial services industry, providing technology integration, API integrations, and cloud infrastructure support for accounting and finance solutions. Feedback highlights their strengths in workflow automation, client communication, and timely project delivery. Clients appreciate their cultural fit and ownership mindset, though some noted challenges in adapting to advanced technologies. Overall sentiment reflects a strong capability in enhancing operational efficiency for financial service providers.
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Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have consistently noted Algo Clan Inc. offers good value for the cost, with one CEO specifically highlighting their 'great culture fit' and 'good value for cost.' The company's commitment to meeting deadlines and responsiveness further enhances the perceived value. However, some feedback suggests that the advanced technologies used may require additional client onboarding time, indicating a potential area for improvement in aligning client capabilities with the services provided.
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San Francisco, CA

201 Spear Street
San Francisco, CA 94105
2 - 5

5872878171

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Seiler LLP

Not yet reviewed

$1,000+

$100 - $149 / hr

250 - 999

Redwood City, CA

Services provided

100% Accounting

Seiler LLP, an Accounting company, was launched in 1957. The team offers Accounting.
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Redwood City, CA

Three Lagoon Drive Suite 400
Redwood City, CA 94065
201 - 250

650.365.4646

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MATAX

5.0 1 review

$5,000+

$150 - $199 / hr

2 - 9

San Francisco, CA

Services provided

50% Accounting

25% Business Consulting

15% Cloud Consulting & SI +1 service

10% Financial Consulting

MATAX is a company specializing in Accounting Services, including bookkeeping and financial training. Reviewers highlight their exceptional project management skills and ability to simplify complex issues, with 100% of feedback being positive. Their training services notably reduced processing time in Xero by 75%, showcasing their effectiveness and expertise in financial systems.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Xero Accounting System Training for Advertising Agency
5.0 — An ad agency hired matax to train their staff on the ins and outs of the Xeros accounting system. They launched preliminary sessions and followed through with succeeding training based on client Read more
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Industry Experience

MATAX has received positive feedback primarily in the Advertising & Marketing industry, where they demonstrated expertise in training and project management, specifically in Xero software. Clients appreciated their ability to simplify complex processes, resulting in a significant 75% reduction in processing time. Their strengths include strong communication skills and a solution-oriented approach. Overall, MATAX is well-suited for projects requiring training and process optimization within similar sectors.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed that MATAX provides excellent value for money, particularly highlighting the effectiveness of their training sessions. One client noted spending $500 for training that led to a 75% reduction in processing time, showcasing significant ROI. Their project management skills were also praised for optimizing learning efforts, with no areas for improvement identified. Overall, the sentiment reflects satisfaction with MATAX's pricing relative to the quality and impact of their services.
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Silicon Valley Finance Group

Not yet reviewed

$1,000+

$50 - $99 / hr

10 - 49

Redwood City, CA

Services provided

100% Accounting

Accounting company Silicon Valley Finance Group is located in Redwood City, California. The team specializes in Accounting.
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Sky Financial Service

Not yet reviewed

$1,000+

< $25 / hr

Freelancer

San Jose, CA

Services provided

80% Accounting

20% Finance & Accounting Outsourcing (FAO)

Launched in 2015, Sky Financial Service is an Accounting company. The small team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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BookSmart Financials

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Sunnyvale, CA

Services provided

25% Accounting

50% Finance & Accounting Outsourcing (FAO)

25% Fractional CFO Services

BookSmart Financials is a Sunnyvale, California-based Finance & Accounting Outsourcing (FAO) company. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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SI MTG

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Fremont, CA

Services provided

50% Commercial Financing

50% Insurance Services & Brokers

SI MTG is a Commercial Financing and Insurance Services & Brokers company. The Fremont, California-based team provides Commercial Financing and Insurance Services & Brokers.
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TaxClaim

Not yet reviewed

Undisclosed

$200 - $300 / hr

Freelancer

San Jose, CA

Services provided

85% Accounting

15% Finance & Accounting Outsourcing (FAO)

TaxClaim is an Accounting company. The San Jose, California-based firm was established in 2026. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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Shea Labagh Dobberstein

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

San Mateo, CA

Services provided

100% Accounting

Shea Labagh Dobberstein is a midsize San Francisco, California-based Accounting company. Their services include Accounting.
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San Mateo, CA

1700 S El Camino Real #500
San Mateo, CA 94402
76 - 100

650.579.7200

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Top Financial Services Firms in San Jose

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Reviewed 1 time in the past 6 months

Average Project Cost Breakdown

What Clients Have Said

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Reviewed 3 times in the past 6 months

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Accounting & Bookkeeping for Polyester Enclosure Manufacturer

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What Clients Have Said

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Reviewed 1 time in the past 6 months

Average Project Cost Breakdown

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Reviews mention Easy to work with

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Industry Experience

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Accounting Services for Non-Profit Organization

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

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Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

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List of the Top 3 San Jose Financial Services Companies