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Home Financial Services United States Utah

Top Financial Services Firms in Utah

Ratings Updated: April 3, 2026
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7 Leaders 15 Contenders

215 Companies

Country: United States
State: Utah

List of the Top Utah Financial Services Companies

  • Featured

    What are Featured Providers?

    CSTMR Logotype

    CSTMR

    4.9 7 reviews
    Premier Verified
    $50,000+
    $200 - $300 / hr
    10 - 49
    Serves Utah

    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.

    See all 7 projects
    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

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

    Industry Experience

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

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    Other Industry Other industries Financial services

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    CSTMR is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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    Talent Formula Logotype

    Talent Formula

    5.0 2 reviews
    Verified
    $25,000+
    Undisclosed
    250 - 999
    Serves Utah

    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
    Read 1 Review

    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

    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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  • Avenues Financial Logotype

    5.0 6 reviews
    Undisclosed
    Undisclosed
    2 - 9
    Salt Lake City, UT

    Services provided

    45% Accounting
    45% Fractional CFO Services
    10% Finance & Accounting Outsourcing (FAO)

    Avenues Financial is an accounting services firm specializing in bookkeeping, financial analysis, and tax preparation. With a focus on strategic financial planning and CFO-level insights, they have garnered consistently positive feedback, with 100% of reviewers expressing satisfaction with their services. Clients particularly praise their forecasting accuracy, operational efficiency, and proactive financial management, which have led to improved financial clarity and business growth.

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    Reviews mention Well-organized projects

    Clients consistently highlight Avenues Financial's well-organized project management, noting clear communication and effective reporting. One client remarked on the clarity of interactions and the monthly calls for report reviews, emphasizing the team's structured approach. Additionally, the provision of detailed job costing reports has been particularly beneficial, enabling strategic decision-making. Overall, the sentiment reflects strong satisfaction with their organizational capabilities and reliability.
    • Accounting & Strategic Advisory for Digital Marketing Co.
      5.0 Nov 18, 2020

      They’re very organized. We typically interact through email, and the communication is crystal clear. Once a month, we’ll get on a phone call to go over our reports as needed.

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    6 of 6 Accounting reviews are 5 stars
    1 new review for Accounting in past 6 months
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Advertising Company

    5.0 — An advertising company has hired Avenues Financial for accounting services. The team handles monthly financial reports, annual budget forecasts, financial strategies, and file audit and compliance Read more
    Read 6 Reviews

    Industry Experience

    Avenues Financial has demonstrated strong expertise in the Advertising & Marketing and Business Services industries. Clients in advertising praised their proactive financial management and detailed reporting, leading to improved profitability and operational efficiency. In Business Services, they effectively managed accounting needs during challenging times, ensuring transparency and timely communication. Overall sentiment is highly positive, with clients consistently emphasizing Avenues Financial's reliability, specialized knowledge, and impactful financial insights, making them a suitable partner for businesses in these sectors.

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    Business services Other Industry Advertising & marketing

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients express strong satisfaction with Avenues Financial's cost-effectiveness and value for money. One CEO noted their services at a reasonable $500 monthly, emphasizing they do not feel 'nickel and dimed.' Another client highlighted the significant return on investment from improved job costing and accurate financial reporting, which enhanced decision-making. Overall, feedback indicates a perception of high quality relative to pricing, with no reported areas for improvement regarding cost or service value.
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  • Nimbl Logotype

    5.0 3 reviews
    $1,000+
    Undisclosed
    10 - 49
    Salt Lake City, UT

    Services provided

    100% Accounting

    Nimbl is an accounting service provider that offers comprehensive financial management solutions, including bookkeeping, tax preparation, financial reporting, and CFO advisory services. Across their reviews, 100% of clients express satisfaction with Nimbl's efficiency and expertise, praising their ability to streamline financial processes and offer insightful financial analysis and tax planning. Clients highlight Nimbl's effective use of technology and their capacity to significantly reduce administrative burdens.

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    Reviews mention Easy to reach

    Clients consistently report that Nimbl is easy to reach and communicate with. One client noted they initially communicated frequently due to numerous questions, but now connects monthly, emphasizing the simplicity of the process. Another highlighted the responsiveness of their account manager and the seamless communication with the team, which contributes to an efficient working relationship. Overall, the sentiment reflects high satisfaction with Nimbl's accessibility and support.
    • Bookkeeping & Accounting for Marketing Company
      5.0 Aug 19, 2020

      Initially, we communicated quite often because there were a lot of questions. Now, I’m in contact with them around once a month. Every week I put things they’re not clear on into the right category, but other than that I don’t need to do anything like that and I prefer it that way.

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    3 of 3 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Storage Company

    5.0 — Nimbl helps a self-storage facility with bookkeeping and taxes. They work with the client throughout each month, ensuring that records are accurate and that any necessary tax payments are made. Read more
    Read 3 Reviews

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients consistently praise Nimbl for their competitive pricing and high value for money. One client noted paying approximately $500 monthly for comprehensive accounting services, emphasizing the significant relief from stress and improved financial management. Another client highlighted the affordability of their services, stating it was a 'no-brainer' decision due to the cost-effectiveness. Overall, clients feel that Nimbl's services deliver exceptional value, simplifying complex accounting tasks while providing expert guidance.
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    Lehi, Utah (1) Mesa, Arizona (1) Concho, Arizona (1)
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  • LEAF Specialty Tax Consultants Logotype

    5.0 4 reviews
    $10,000+
    Undisclosed
    10 - 49
    Salt Lake City, UT

    Services provided

    70% Accounting
    30% Business Consulting

    LEAF Specialty Tax Consultants is a specialized accounting firm focusing on tax credit advisory, R&D tax consulting, and tax preparation. The company is highly praised for its exceptional client service and depth of knowledge, with 100% of reviewers highlighting their impressive deliverables and commitment to meeting timelines. They consistently maximize tax credits and savings, showcasing a strong return on investment for their clients.

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    Reviews mention Exceptional performance

    LEAF Specialty Tax Consultants has received exceptional feedback for their expertise in R&D tax consulting, with clients noting significant tax savings exceeding six figures. One client highlighted the seamless engagement and praised Adam, the founder, for his educational approach and comprehensive understanding of R&D tax credits. The overall sentiment reflects high satisfaction, with clients describing LEAF as a phenomenal company and a fantastic partner that provides invaluable insights and service.
    • R&D Tax Consulting for SEM Company
      5.0 Oct 6, 2020

      The result was over six figures in tax savings, so we received a very strong return on our investment. The engagement has been seamless. Adam is experienced in educating us on different aspects of R&D tax credits, as well as finding areas in which we can leverage the R&D tax credits. He is one of the best tax consultants we’ve ever dealt with.

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    • R&D Tax Consulting for SEM Company
      5.0 Oct 6, 2020

      LEAF is a phenomenal company. Their people are easy to work with, and they provide an incredible service that saves us tons of money in R&D tax credits.

      Read Full Review
    • R&D Tax Consulting for SEM Company
      5.0 Oct 6, 2020

      No, they did incredibly. They’re a fantastic partner to work with. They provided a lot of insight not just into their expertise and specialty, but on other things that our internal accountant and tax CPA could do to better our tax liability.

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    3 of 3 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Business Consulting Services for BioTech Company

    5.0 — LEAF Specialty Tax Consultants provides business consulting services for a biotech company. The team is responsible for researching and filing employee retention credits. Read more
    Read 3 Reviews

    Industry Experience

    LEAF Specialty Tax Consultants has demonstrated expertise across multiple industries, including medical, financial services, and advertising & marketing. Clients have praised their ability to maximize tax credits and provide thorough documentation, particularly in R&D tax consulting. Overall sentiment is positive, highlighting their strong project management, responsiveness, and depth of knowledge. Companies in biotech, tax advisory, and SEM sectors may find LEAF particularly beneficial for navigating tax credits and compliance.

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    Select Industry to see insights

    Medical Financial services Advertising & marketing

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients consistently highlight LEAF Specialty Tax Consultants' exceptional value for money, noting their expertise in maximizing tax credits. One client emphasized receiving over six figures in tax savings, showcasing a strong return on investment. Another client praised the firm's 'good value for cost' and commitment to timely deliverables. Overall, the sentiment reflects high satisfaction with both pricing and the quality of service provided.
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  • Sonnenburg Consulting Logotype

    5.0 1 review
    Undisclosed
    $50 - $99 / hr
    2 - 9
    South Jordan, UT

    Services provided

    50% Accounting
    25% Business Consulting
    25% Finance & Accounting Outsourcing (FAO)

    Sonnenburg Consulting is a financial and business advisory firm that excels in assisting clients with finance, accounting, and payroll needs. The reviews highlight Annette S.'s impressive insight and effective communication, with 100% positive feedback regarding successful client outcomes and efficient resolution of concerns. The company is lauded for providing cost-effective solutions and demonstrating a deep understanding of business and finance needs.

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    Industry Experience

    Sonnenburg Consulting has received positive feedback primarily from the legal industry, where they have excelled in advising businesses on legal and financial matters. Clients commend their expertise in addressing complex business challenges and streamlining financial processes. Notable strengths include effective communication and a thorough understanding of client needs, leading to successful outcomes. Overall sentiment in the legal sector reflects a strong endorsement of their capabilities, making them a suitable choice for related projects.

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    Select Industry to see insights

    Legal

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Sonnenburg Consulting is recognized for providing cost-effective solutions, as noted by clients who appreciate the value for money they receive. One client highlighted Annette S.'s ability to deliver insightful and efficient resolutions, emphasizing her effective communication and understanding of financial needs. Overall, clients express satisfaction with the pricing relative to the quality of service, indicating a strong alignment of cost and value in their offerings.
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  • CMP Logotype

    4.5 1 review
    Undisclosed
    $100 - $149 / hr
    10 - 49
    Layton, UT

    Services provided

    80% Accounting
    10% Business Consulting
    10% Finance & Accounting Outsourcing (FAO)

    CMP, or Cook Martin Poulson, P.C., is an accounting firm specializing in Bookkeeping, Tax Preparation, and Financial Advisory services. Clients commend their expertise and effective strategies, with 100% positive feedback highlighting their outstanding service and cost-saving advice. Their professionalism and customer service are consistently praised, indicating a reliable choice for CPA and accounting services.

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    0 of 1 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Tax Accounting & Consulting for Personal Injury Law Firm

    4.5 — Cook Martin Poulson, P.C. provides ongoing tax filing and accounting services for an injury law firm. They make educated recommendations regarding taxes and manage the QuickBooks chart of Read more
    Read 1 Review

    Industry Experience

    Cook Martin Poulson, P.C. has demonstrated strong expertise in the legal industry, particularly in providing accounting and tax services to law firms. Client feedback highlights their proficiency in entity formation strategies, tax filing recommendations, and trust account management, resulting in significant cost savings and enhanced peace of mind for clients. Overall sentiment is highly positive, indicating that they are a valuable partner for legal practices seeking professional financial guidance.

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    Legal

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients commend Cook Martin Poulson, P.C. for their competitive pricing and value for money. One client noted spending under $5,000 for extensive accounting support, highlighting that the strategies provided helped save money. Additionally, the complimentary initial consultation sets them apart from competitors. Overall, the feedback reflects a positive sentiment regarding the company's affordability and the quality of service received, with no significant areas for improvement identified.
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  • isolved Logotype

    4.0 1 review
    Undisclosed
    Undisclosed
    1,000 - 9,999
    Sandy, UT

    Services provided

    10% Accounting
    15% Benefits Administration
    15% Business Consulting +4 services
    15% Compliance Consulting
    15% Corporate Training & Coaching
    15% HR Consulting
    15% Recruiting

    isolved offers a range of financial services including bookkeeping, tax preparation, and financial analysis. Clients appreciate their prompt delivery and adaptability, particularly in managing flexible payment schedules. Overall feedback highlights their reliability, secure processing, and good value for cost, making them a strong partner for financial tasks.

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    Sandy, UT

    8610 S. Sandy Parkway, Suite 100
    Sandy, UT 84070

    751 - 1000

    (800) 733-8839

    Sandy, UT

    8610 Sandy Parkway
    Sandy, UT 84070

    76 - 100

    (800) 733-8839

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  • Utah Real Estate Accountants Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    West Jordan, UT

    Services provided

    75% Accounting
    25% Business Consulting

    Utah Real Estate Accountants provides comprehensive Accounting services, including Tax Preparation, for clients in various sectors. The reviews highlight their professionalism, accuracy, and supportive nature, with clients particularly appreciating the long-term reliability and seamless execution of tasks. Their ability to consistently deliver precise results without the need for revisions sets them apart in the industry.

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  • Black Mountain Investment Group LLC Logotype

    Not yet reviewed

    $10,000+
    $25 - $49 / hr
    10 - 49
    Salt Lake City, UT

    Services provided

    20% Accounting
    20% Business Consulting
    20% Financial Advising & Planning +2 services
    20% Financial Consulting
    20% Funding & Investment

    Black Mountain Investment Group LLC, a Business Consulting company, was launched in 2021. The small team provides Business Consulting and Accounting.

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  • Tencap Wealth Coaching Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    South Jordan, UT

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Tencap Wealth Coaching is a Financial Advising & Planning and Financial Consulting company. Founded in 2022, the team offers Financial Advising & Planning and Financial Consulting.

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  • NOW CFO Logotype

    4.5 1 review
    Undisclosed
    Undisclosed
    250 - 999
    Murray, UT

    Services provided

    100% Accounting

    NOW CFO is an accounting services firm that specializes in Financial Reporting, Business Auditing, and Financial Analysis. Reviews indicate a high level of accuracy and efficiency, with positive feedback noting cost savings and effective cash flow management. Approximately 90% of feedback highlights their ability to improve financial forecasting and provide valuable insights, making them a suitable partner for smaller agencies.

    See all 1 projects
    0 of 1 Accounting reviews are 5 stars
    $200,000 – $999,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Outsourced Accounting Services for Digital Agency

    4.5 — For nearly five years, NOW CFO has provided ongoing accounting and bookkeeping services for a digital agency. They also point out any opportunities to improve. Read more
    Read 1 Review

    Industry Experience

    NOW CFO has demonstrated expertise in the Advertising & Marketing industry, providing essential financial services that enhance cash flow management and forecasting accuracy. Clients have praised their efficiency, noting significant time savings and a high level of accuracy in their work. The overall sentiment is positive, indicating strong value for agencies with revenues under $5 million. Their approach is particularly beneficial for companies seeking cost-effective financial solutions.

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    Advertising & marketing

    Average Project Cost Breakdown

    $200,000 to $999,999 (1)

    What Clients Have Said

    Clients generally perceive NOW CFO as offering excellent value for money, particularly in comparison to other options. One client noted that they chose NOW CFO for its competitive pricing and effective service, investing approximately $50,000 annually. The firm’s ability to deliver results with minimal time commitment—demonstrating significant cost savings—further enhances their value proposition. Clients appreciate the accuracy and responsiveness of NOW CFO, often citing their willingness to rectify mistakes without additional charges.
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  • Helpside Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Lindon, UT

    Services provided

    20% Accounting
    40% Business Consulting
    40% HR Consulting

    Helpside is a midsize Business Consulting company launched in 1990. Their services include Business Consulting and HR Consulting.

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  • ProvenCFO Logotype

    Not yet reviewed

    $1,000+
    $150 - $199 / hr
    10 - 49
    Provo, UT

    Services provided

    45% Accounting
    45% Fractional CFO Services
    10% Funding & Investment

    Accounting company ProvenCFO specializes in Accounting and Fractional CFO Services. They were founded in 2017.

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  • Acquire Tax Credits Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    South Jordan, UT

    Services provided

    100% Accounting

    Accounting company Acquire Tax Credits is headquartered in South Jordan, Utah. They provide Accounting.

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  • Private Tax Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Salt Lake City, UT

    Services provided

    100% Accounting

    Private Tax Solutions is an Accounting company. Founded in 2015, the team offers Accounting.

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  • Stapley Accounting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Smithfield, UT

    Services provided

    25% Accounting
    25% Commercial Financing
    25% Financial Advising & Planning +1 service
    25% Financial Consulting

    Stapley Accounting, a Commercial Financing company, is based in Smithfield, Utah. They provide Commercial Financing and Accounting.

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  • Ferrone & Associates CPAs Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Murray, UT

    Services provided

    75% Accounting
    25% Business Consulting

    Ferrone & Associates CPAs is a small Accounting company headquartered in Murray, Utah. The team focuses on Accounting and Business Consulting.

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  • Copper Coin Financial, PC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Provo, UT

    Services provided

    100% Accounting

    Copper Coin Financial, PC is an Accounting company. They are based in Provo, Utah, and their services include Accounting.

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  • Dan Mirgon & Associates Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Salt Lake City, UT

    Services provided

    40% Financial Advising & Planning
    30% Business Consulting
    30% Financial Consulting

    Dan Mirgon & Associates is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Business Consulting and are based in Salt Lake City, Utah.

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  • Baires Tax Services & more Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Provo, UT

    Services provided

    100% Accounting

    Baires Tax Services & more is a small Provo, Utah-based Accounting company. The team specializes in Accounting.

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  • River Peak Finance LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Syracuse, UT

    Services provided

    80% Financial Advising & Planning
    20% Trucking

    Established in 2004, River Peak Finance LLC is a small Financial Advising & Planning company based in Syracuse, Utah. Their team specializes in Financial Advising & Planning and Trucking.

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  • Sledge Accounting Logotype

    Not yet reviewed

    Undisclosed
    $100 - $149 / hr
    2 - 9
    St. George, UT

    Services provided

    25% Accounting
    50% Finance & Accounting Outsourcing (FAO)
    15% Business Consulting +1 service
    10% Financial Consulting

    Sledge Accounting is a Finance & Accounting Outsourcing (FAO) company established in 2020. The firm offers Finance & Accounting Outsourcing (FAO) and Accounting, and is small.

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  • Madsen and Company Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    2 - 9
    South Jordan, UT

    Services provided

    75% Accounting
    25% Business Consulting

    Accounting company Madsen and Company was launched in 1995. The company provides Accounting and Business Consulting, and is small.

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  • Mazuma USA Logotype

    0.5 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Orem, UT

    Services provided

    100% Accounting

    Mazuma USA is a company that offers bookkeeping and tax preparation services. Based on a review, the company faces significant challenges in service delivery, with issues in bookkeeping accuracy, tax filing delays, and communication shortcomings. Despite an attractive pricing structure, 100% of the feedback indicates dissatisfaction, highlighting operational and customer service deficiencies.

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    Industry Experience

    Mazuma USA has primarily operated in the retail and eCommerce marketplace industries, where they have received predominantly negative feedback. Clients have highlighted significant shortcomings in bookkeeping and tax services, including poor communication, inexperienced staff, and unreliable software. While some appreciated the pricing structure, many reported increased headaches and operational inefficiencies. Potential clients in the retail sector should proceed with caution, as the overall sentiment indicates a lack of reliability and customer service effectiveness.

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    Retail

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients generally perceive Mazuma USA's pricing as appealing; however, the overall sentiment regarding value for money is overwhelmingly negative. One client noted their monthly fee of $150 was a 'complete waste of money' due to unreliable bookkeeping and poor communication, leading to significant frustrations during tax season. Despite liking the pricing structure, they ultimately recommended seeking alternatives to avoid the headaches associated with Mazuma's services.
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  • GALLINA LLP Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    250 - 999
    Midvale, UT

    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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    Midvale, UT

    6955 South Union Park Center Suite 300
    Midvale, UT 84047

    2 - 5

    801.364.4949

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  • FORVIS Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Salt Lake City, UT

    Services provided

    50% Accounting
    25% Business Consulting
    15% Finance & Accounting Outsourcing (FAO) +1 service
    10% Cybersecurity

    FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.

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    Salt Lake City, UT

    250 E. 200 S., Suite 1200
    Salt Lake City, UT 84111

    31 - 40

    801-531-9100

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  • WSRP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Salt Lake City, UT

    Services provided

    90% Accounting
    10% Business Consulting

    WSRP, an Accounting company, is in Salt Lake City, Utah. They focus on Accounting and Business Consulting and were established in 1985.

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  • Sorenson & Company Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Salt Lake City, UT

    Services provided

    100% Accounting

    Sorenson & Company, a small Accounting company, is in Salt Lake City, Utah. Their services include Accounting.

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  • Tanner LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Salt Lake City, UT

    Services provided

    80% Accounting
    20% Business Consulting

    Accounting company Tanner LLC was established in 1940. The team offers Accounting and Business Consulting and is based in Salt Lake City, Utah.

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  • Stayner Bates Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Salt Lake City, UT

    Services provided

    80% Accounting
    20% Business Consulting

    Stayner Bates is a small Accounting company established in 1985. Their services include Accounting and Business Consulting.

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  • Frederickson Murri Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Salt Lake City, UT

    Services provided

    90% Accounting
    10% Business Consulting

    Frederickson Murri is an Accounting company. They are based in Salt Lake City, Utah and have small team. Their team offers Accounting and Business Consulting.

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  • Haynie & Company Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    West Valley City, UT

    Services provided

    80% Accounting
    20% Business Consulting

    Haynie & Company is a West Valley City, Utah-based Accounting company. The team specializes in Accounting and Business Consulting.

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  • Keddington & Christensen, CPAs Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Salt Lake City, UT

    Services provided

    100% Accounting

    Keddington & Christensen, CPAs is an Accounting company founded in 2012. The small team provides Accounting.

    Read more
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  • Rocky Mountain Advisory Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Salt Lake City, UT

    Services provided

    100% Accounting

    Launched in 2010, Rocky Mountain Advisory is an Accounting company. The team specializes in Accounting and is located in Salt Lake City, Utah.

    Read more
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  • Anderson Bradshaw PLLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Murray, UT

    Services provided

    100% Accounting

    Anderson Bradshaw PLLC is a small Accounting company. They specialize in Accounting and were founded in 2012.

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  • Smart Staffing LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    West Valley City, UT

    Services provided

    40% Accounting
    30% Recruiting
    30% Staffing

    Launched in 2011, Smart Staffing LLC is a large Accounting company. Their team offers Accounting and Staffing.

    Read more
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  • The Summerhays Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Sandy, UT

    Services provided

    60% Accounting
    40% Business Consulting

    The Summerhays Group, an Accounting company, was founded in 1995. The small team provides Accounting and Business Consulting.

    Read more
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  • Platform Tax & Consulting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Salt Lake City, UT

    Services provided

    75% Accounting
    25% Business Consulting

    Platform Tax & Consulting is an Accounting company. They are in Salt Lake City, Utah and have small team. Their services include Accounting and Business Consulting.

    Read more
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  • Clark & Clark, PC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Salt Lake City, UT

    Services provided

    60% Accounting
    40% Business Consulting

    Clark & Clark, PC is an Accounting company. Their small team of employees is based in Salt Lake City, Utah. Their team provides Accounting and Business Consulting.

    Read more
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  • Elevation Tax Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    West Jordan, UT

    Services provided

    100% Accounting

    Launched in 2014, Elevation Tax Group is an Accounting company. In West Jordan, Utah, the team specializes in Accounting.

    Read more
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  • Arrowfish Consulting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Salt Lake City, UT

    Services provided

    40% Accounting
    60% Business Consulting

    Launched in 2010, Arrowfish Consulting is a Business Consulting company. The team focuses on Business Consulting and Accounting.

    Read more
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  • FJ & Associates Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Kaysville, UT

    Services provided

    75% Accounting
    25% Business Consulting

    Launched in 2012, FJ & Associates is a small Kaysville, Utah-based Accounting company. Their team provides Accounting and Business Consulting.

    Read more
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  • Paramount Tax & Accounting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Draper, UT

    Services provided

    75% Accounting
    25% Business Consulting

    Paramount Tax & Accounting is an Accounting company. They are in Draper, Utah, and their services include Accounting and Business Consulting.

    Read more
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  • Penumbra CPA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Millcreek, UT

    Services provided

    75% Accounting
    25% Business Consulting

    Penumbra CPA is an Accounting company. In Millcreek, Utah, their small team provides Accounting and Business Consulting. The firm was established in 2016.

    Read more
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  • Pinnacle Accountancy Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Farmington, UT

    Services provided

    60% Accounting
    40% Business Consulting

    Established in 2012, Pinnacle Accountancy Group, a small Accounting company, is headquartered in Farmington, Utah. Their services include Accounting and Business Consulting.

    Read more
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  • Strong & Strong, LC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Springville, UT

    Services provided

    80% Accounting
    20% Business Consulting

    Strong & Strong, LC is a small Springville, Utah-based Accounting company. The team provides Accounting and Business Consulting.

    Read more
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  • Emily Ryan Tax Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Provo, UT

    Services provided

    75% Accounting
    25% Business Consulting

    Emily Ryan Tax Services is an Accounting company. They are in Provo, Utah and have small team. Their services include Accounting and Business Consulting.

    Read more
    View Profile
  • White & Associates, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Sandy, UT

    Services provided

    50% Accounting
    50% Business Consulting

    Located in Sandy, Utah, White & Associates, LLC is a small Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.

    Read more
    View Profile
  • Squire & Company Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Orem, UT

    Services provided

    50% Accounting
    50% Business Consulting

    Accounting and Business Consulting company Squire & Company was launched in 1973. The midsize team focuses on Accounting and Business Consulting.

    Read more
    View Profile
  • Davies + Allen Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Heber City, UT

    Services provided

    60% Accounting
    40% Business Consulting

    Davies + Allen, an Accounting company, was founded in 2012. The team focuses on Accounting and Business Consulting.

    Read more
    View Profile
  • Jones Simkins LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Logan, UT

    Services provided

    60% Accounting
    40% Business Consulting

    Midsize Accounting company Jones Simkins LLC, is based in Logan, Utah. Their services include Accounting and Business Consulting.

    Read more
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Ability to deliver
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Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Avenues Financial
2 Nimbl
3 LEAF Specialty Tax Consultants
4 Sonnenburg Consulting
5 CMP
6 isolved
7 Utah Real Estate Accountants

List of the Top 7 Utah Financial Services Companies

  1. Avenues Financial Logotype

    Avenues Financial

    Undisclosed
    Undisclosed
    2 - 9
    Salt Lake City, UT

    Ability to deliver

    29.3/40.0
    16.8/20 Reviews
    6.6/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    45% Accounting
    55% Other
    View Profile Visit Website
  2. Nimbl Logotype

    Nimbl

    $1,000+
    Undisclosed
    10 - 49
    Salt Lake City, UT

    Ability to deliver

    24.9/40.0
    16.2/20 Reviews
    2.4/10 Clients & Experience
    6.3/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  3. LEAF Specialty Tax Consultants Logotype

    LEAF Specialty Tax Consultants

    $10,000+
    Undisclosed
    10 - 49
    Salt Lake City, UT

    Ability to deliver

    24.3/40.0
    16.6/20 Reviews
    2.8/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    70% Accounting
    30% Other
    View Profile Visit Website
  4. Sonnenburg Consulting Logotype

    Sonnenburg Consulting

    Undisclosed
    $50 - $99 / hr
    2 - 9
    South Jordan, UT

    Ability to deliver

    22.6/40.0
    16.2/20 Reviews
    0.7/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    50% Accounting
    50% Other
    View Profile Visit Website
  5. CMP Logotype

    CMP

    Undisclosed
    $100 - $149 / hr
    10 - 49
    Layton, UT

    Ability to deliver

    22/40.0
    14.6/20 Reviews
    1.4/10 Clients & Experience
    5.9/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  6. isolved Logotype

    isolved

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Sandy, UT

    Ability to deliver

    13.3/40.0
    0/20 Reviews
    6.6/10 Clients & Experience
    6.7/10 Market Presence

    Service focus

    10% Accounting
    90% Other
    View Profile Visit Website
  7. Utah Real Estate Accountants Logotype

    Utah Real Estate Accountants

    Undisclosed
    Undisclosed
    10 - 49
    West Jordan, UT

    Ability to deliver

    8.4/40.0
    0/20 Reviews
    2.6/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    75% Accounting
    25% Other
    View Profile Visit Website
  8. Black Mountain Investment Group LLC Logotype

    Black Mountain Investment Group LLC

    $10,000+
    $25 - $49 / hr
    10 - 49
    Salt Lake City, UT

    Ability to deliver

    7.9/40.0
    0/20 Reviews
    3/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    20% Accounting
    20% Financial Advising & Planning
    60% Other
    View Profile Visit Website
  9. Tencap Wealth Coaching Logotype

    Tencap Wealth Coaching

    Undisclosed
    Undisclosed
    10 - 49
    South Jordan, UT

    Ability to deliver

    6.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  10. NOW CFO Logotype

    NOW CFO

    Undisclosed
    Undisclosed
    250 - 999
    Murray, UT

    Ability to deliver

    20.3/40.0
    14.6/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  11. Helpside Logotype

    Helpside

    Undisclosed
    Undisclosed
    50 - 249
    Lindon, UT

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    20% Accounting
    80% Other
    View Profile Visit Website
  12. ProvenCFO Logotype

    ProvenCFO

    $1,000+
    $150 - $199 / hr
    10 - 49
    Provo, UT

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    45% Accounting
    55% Other
    View Profile Visit Website
  13. Acquire Tax Credits Logotype

    Acquire Tax Credits

    Undisclosed
    Undisclosed
    10 - 49
    South Jordan, UT

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  14. Private Tax Solutions Logotype

    Private Tax Solutions

    Undisclosed
    Undisclosed
    10 - 49
    Salt Lake City, UT

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  15. Stapley Accounting Logotype

    Stapley Accounting

    Undisclosed
    Undisclosed
    2 - 9
    Smithfield, UT

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    25% Accounting
    25% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  16. Ferrone & Associates CPAs Logotype

    Ferrone & Associates CPAs

    Undisclosed
    Undisclosed
    2 - 9
    Murray, UT

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    75% Accounting
    25% Other
    View Profile Visit Website
  17. Copper Coin Financial, PC Logotype

    Copper Coin Financial, PC

    Undisclosed
    Undisclosed
    2 - 9
    Provo, UT

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  18. Dan Mirgon & Associates Logotype

    Dan Mirgon & Associates

    Undisclosed
    Undisclosed
    2 - 9
    Salt Lake City, UT

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    60% Other
    View Profile Visit Website
  19. Baires Tax Services & more Logotype

    Baires Tax Services & more

    Undisclosed
    Undisclosed
    2 - 9
    Provo, UT

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  20. River Peak Finance LLC Logotype

    River Peak Finance LLC

    Undisclosed
    Undisclosed
    10 - 49
    Syracuse, UT

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    20% Other
    View Profile Visit Website
  21. Sledge Accounting Logotype

    Sledge Accounting

    Undisclosed
    $100 - $149 / hr
    2 - 9
    St. George, UT

    Ability to deliver

    5.4/40.0
    0/20 Reviews
    1.4/10 Clients & Experience
    4/10 Market Presence

    Service focus

    25% Accounting
    75% Other
    View Profile Visit Website
  22. Madsen and Company Logotype

    Madsen and Company

    $1,000+
    Undisclosed
    2 - 9
    South Jordan, UT

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    75% Accounting
    25% Other
    View Profile Visit Website

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