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Top Financial Services Firms

Reliable financial guidance can make or break your next growth phase. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus. Exploring regional talent? Start with providers in the United States, United Kingdom, or Canada, then refine your shortlist to the firm that best fits your goals.

Ratings Updated: February 4, 2026

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Bee Cave, TX

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.

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

Rebranding, Website Design, & SEO for Bank

5.0 May 4, 2018

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

5.0 Jun 23, 2025

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

5.0 Jun 17, 2025

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

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent client feedback indicates a strong overall sentiment towards CSTMR, highlighting their expertise in branding and web design. One client, from ValidMind, praised CSTMR for their methodical project management and responsiveness, noting that website traffic tripled post-engagement. The client appreciated CSTMR's deep understanding of the fintech sector and reported no areas for improvement, recommending clarity in project goals for future clients.
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Average Project Cost Breakdown

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

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

CSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Sydney, Australia

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

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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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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Morris Cohen Glen & Co

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Camberwell, Australia

Services provided

100% Accounting

Morris Cohen Glen & Co is an accounting services firm specializing in tax preparation, financial reporting, and compliance. They are praised for their strong culture fit and efficient service, with 100% of reviewers noting their responsiveness and seamless project management. Their expertise in maintaining payroll and preparing financial statements is highly valued by clients.

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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

Accounting & Tax Compliance Services for Consulting Firm
5.0 — Morris Cohen Glen & Co provides ongoing accounting services for a consulting firm. The team handles financial statements, tax returns, payroll, and compliance with the taxation office and Read more
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Industry Experience

Morris Cohen Glen & Co has demonstrated strong expertise in the consulting industry, specifically aiding Australian and Indian companies with cross-border operations. Clients praise their efficiency, cultural fit, and value for cost, particularly in areas such as government dealings, accounting, and payroll. Overall sentiment reflects high satisfaction with their project management and timely delivery, making them a suitable choice for clients in the consulting sector seeking reliable compliance and financial services.
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Consulting

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Average Project Cost Breakdown

What Clients Have Said
Clients have reported that Morris Cohen Glen & Co offers good value for their services, with one client noting a 'great culture fit' and 'good value for cost.' The firm's efficiency and responsiveness are highlighted positively, contributing to a favorable view of their pricing relative to the quality of work delivered. Overall, the sentiment indicates satisfaction with the company's cost-effectiveness and service quality.
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Aplexion

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Kigali, Rwanda

Services provided

35% Accounting

35% Financial Advising & Planning

30% Business Consulting

Aplexion is a financial advisory firm specializing in services such as financial advisory, investment strategy, and risk assessment. The company is highly praised for its timely delivery and budget-friendly solutions, with 100% of the feedback highlighting their understanding of regional business dynamics and successful project outcomes.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Business Services for Web Design Company
5.0 — Aplexion provided financial business services for a web design company. They managed the client's financial advisory business development and risk assessment efforts. Read more
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Industry Experience

Aplexion has demonstrated expertise in the Software and Financial services industries, receiving positive feedback for their strategic business development and financial advisory services. Clients noted their strong understanding of regional business dynamics and effective project management, delivering on time and within budget. Overall sentiment is favorable, making Aplexion a suitable partner for projects in finance and software development.
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Software

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed positive sentiments regarding Aplexion's overall cost and value for money. One reviewer highlighted the company's 'good value for cost' and noted that the project was completed on time and within budget. Additionally, the director was described as 'always considerate in regard to finances,' indicating a client-centric approach to pricing. Overall, Aplexion appears to deliver satisfactory results while maintaining a strong focus on financial efficiency.
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DoTax.com

4.5 1 review

Undisclosed

Undisclosed

2 - 9

Services provided

100% Accounting

DoTax.com is a company specializing in accounting services, including bookkeeping, tax preparation, and financial reporting. The reviews highlight their efficiency and impressive tax preparation capabilities. With 100% positive feedback, clients appreciate their reliable service and cost-effectiveness, emphasizing strong communication and a professional approach to handling complex tax and licensing matters.

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0 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping Services for E-Commerce Company
4.5 — An e-commerce company was looking for someone to provide them with financial solutions, so they engaged with DoTax.com to handle their bookkeeping and financial needs. Read more
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Industry Experience

DoTax.com has demonstrated expertise in the Consumer Products industry, particularly with e-commerce sellers. Clients highlight their efficiency in bookkeeping, tax preparation, and compliance with multi-state regulations. Positive sentiments emphasize the company's capability in managing complex tax issues and providing tailored solutions, leading to cost savings. Their strong project management and communication skills further reinforce their fit for businesses in this sector, making them a reliable choice for e-commerce and retail-related financial services.
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Consumer Products

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have generally expressed satisfaction with DoTax.com's pricing structure, noting that while initial costs were higher than previous services, the efficiency and effectiveness of their solutions resulted in overall savings. One client highlighted that the assurance of reduced spending compared to past expenses proved to be accurate. This sentiment reflects a positive perception of value for money, indicating that clients feel they receive quality service that justifies the investment.
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CliftonLarsonAllen

4.8 2 reviews

$1,000+

$100 - $149 / hr

1,000 - 9,999

Arlington, VA

Services provided

100% Accounting

CliftonLarsonAllen is a professional firm specializing in CPA-reviewed financial statements, financial advisory, and accounting services. Reviewers commend their thorough and accurate financial reporting and the structured safeguards they implement. Additionally, 100% of the feedback highlights their knowledgeable CPAs providing valuable guidance on tax preparation and financial issues.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Charity
4.5 — A charity partners with CliftonLarsonAllen to completely manage their accounting department. Read more
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Industry Experience

CliftonLarsonAllen (CLA) has demonstrated expertise in the telecommunications industry, providing financial statement reviews and compliance support. Clients commend their thoroughness, accuracy, and strong communication, which enhances financial security and operational growth. The overall sentiment is positive, highlighting CLA's strengths in guiding financial matters and implementing effective controls, making them well-suited for businesses needing robust accounting services in telecommunications and related sectors.
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Telecommunications

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive CliftonLarsonAllen's services as offering good value for money, particularly due to their thorough and accurate financial statements. One client noted an investment of approximately $30,000 annually, citing significant improvements in financial safeguards and business operations. Overall sentiment reflects satisfaction with the cost relative to the quality of service, although there are suggestions for enhanced expertise in specific accounting software.
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Jaberson & Associates

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Edmonton, Canada

Services provided

50% Accounting

50% Financial Advising & Planning

Jaberson & Associates is a professional accounting services firm offering comprehensive solutions such as tax preparation, financial statement preparation, and bookkeeping. Overall feedback is overwhelmingly positive, with clients highlighting their expertise and effective project management. Approximately 100% of reviewers emphasize the firm's role in maximizing tax savings and improving financial efficiency.

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Reviews mention Communicative
Clients have consistently praised Jaberson & Associates for their effective communication throughout projects. One client specifically noted their impressive communication skills, highlighting the importance of this aspect in project management. Additionally, the company has demonstrated a commitment to timely delivery and responsiveness to client needs, which further enhances their reputation for being communicative. Overall, the sentiment regarding Jaberson & Associates' communication is highly positive.

Web Design & Development for Director

5.0 Jan 15, 2024

I was impressed with their effective communication.
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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 Health Solutions Provider
5.0 — After reviewing the client's finances, Jaberson & Associates now provides various accounting services. They file taxes, claim tax credits, and write off expenses. The team also helps with Read more
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Industry Experience

Jaberson & Associates has received positive feedback across diverse industries, notably in Design and Logistics & Supply Chain. In the Design sector, they are commended for their effective communication and timely delivery, enhancing website user engagement. In the Logistics & Supply Chain field, their accounting expertise significantly improved financial management, ensuring optimal tax benefits and cost savings. Overall, their strengths lie in project management and financial acumen, making them a strong fit for clients seeking support in design and accounting services.
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Design Logistics & Supply Chain

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed satisfaction with Jaberson & Associates regarding their cost-effectiveness and value for money. One client noted that the pricing fit their budget, while another emphasized that the company's expertise allowed them to maximize tax savings, resulting in significant financial benefits. Overall, feedback indicates that Jaberson & Associates delivers quality services at a competitive price, with successful outcomes in project management and communication.
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Youdao Culture and Media (Dalian) Co., Ltd.

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Dalian, China

Services provided

45% Commercial Financing

45% Funding & Investment

10% Financial Advising & Planning

Youdao Culture and Media (Dalian) Co., Ltd. is a professional service provider specializing in business planning and financial advisory. Reviews highlight their effective project management and expertise, with 100% positive feedback on their communication and professionalism. The company impressed clients with their in-depth analysis and comprehensive project solutions.

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Reviews mention Professional
The overall sentiment regarding professionalism at Youdao Culture and Media (Dalian) Co., Ltd. is highly positive. Clients highlighted the company's convenience and expertise in creating business plans, with one client noting the director's 13 years of financing experience. Feedback emphasized timely communication, in-depth discussions, and professional suggestions throughout the project, contributing to a satisfactory collaboration. The structured approach and effective team composition further reinforced their professional reputation.

Financial Modeling Development for Engine Manufacturer

5.0 Jan 14, 2022

We very satisfied with the service provider and communicated with each other timely in the whole process. They gave us professional suggestions and in-depth communication. It helped us think about problems we ignored.
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1 of 1 Accounting reviews are 5 stars

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Modeling Development for Engine Manufacturer
5.0 — Youdao Culture and Media (Dalian) Co., Ltd. created a financing plan for a manufacturing company. They found the materials the company didn't learn about. Read more
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Industry Experience

Youdao Culture and Media (Dalian) Co., Ltd. has received positive feedback primarily in the Manufacturing and Chemicals & Biotechnology industries. Clients commend their expertise in crafting comprehensive business plans, highlighting their professional communication and ability to clarify complex business models through visual aids. Overall sentiment indicates strong satisfaction with their project management processes, making them a suitable partner for companies in technology-driven and service-oriented sectors seeking strategic planning assistance.
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Manufacturing Chemicals & Biotechnology

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with Youdao Culture and Media (Dalian) Co., Ltd.'s value for money, noting that the company provided professional and insightful business planning services. One client highlighted the clear and effective business model representation, which was simpler than their previous attempts. The overall sentiment indicates that the company's services were perceived as cost-effective, delivering significant value through thorough communication and tailored solutions, ultimately aiding clients in successful funding and project completion.
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RSM

5.0 1 review

$5,000+

$100 - $149 / hr

250 - 999

Kuala Lumpur, Malaysia

Services provided

40% Accounting

20% Back Office Outsourcing

20% Finance & Accounting Outsourcing (FAO) +2 services

10% HR Consulting

10% Staffing

RSM is a consulting firm specializing in data migration and system integration services. Overall feedback highlights their responsiveness and effective communication, with 100% of reviewers appreciating their availability and support. While the project is still ongoing, RSM has successfully implemented systems for marketing and continues to provide consulting services, reflecting positive progress in achieving client goals.

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Industry Experience

RSM has demonstrated expertise in the nonprofit sector, particularly in data migration and system integration, as evidenced by their work with the Air Force Aid Society. Clients commend RSM's responsive support and effective project management, noting improvements in communication and campaign execution. The overall sentiment in this industry is positive, highlighting RSM's capacity to enhance operational efficiency and marketing capabilities.
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Nonprofit

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Average Project Cost Breakdown

What Clients Have Said
Clients have noted that RSM provides significant value for money, particularly in their ability to facilitate complex data migration projects effectively. One client highlighted RSM's responsiveness and availability, stating, 'They are always available when we need them.' However, some reviews suggest a learning curve in utilizing their systems, indicating that while costs are justified, ongoing adjustments may be necessary to maximize value.
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Sisterson & Co. LLP

5.0 1 review

$1,000+

$25 - $49 / hr

50 - 249

Pittsburgh, PA

Services provided

90% Accounting

10% Business Consulting

Sisterson & Co. LLP is a CPA firm offering Accounting Services, including Tax Preparation and Financial Planning. They are lauded for their responsiveness and professional advice, with 100% of reviewers praising their commitment to client service and expertise. Their team, especially Carissa, excels in providing timely support and valuable financial insights.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Financial Planning for AI Legal Search Platform
5.0 — Sisterson & Co. LLP provided bookkeeping and tax services for a legal search platform. Read more
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Industry Experience

Sisterson & Co. LLP has received positive feedback in the legal industry, particularly for their expertise in tax preparation and financial planning. Clients appreciate their responsiveness, thoroughness, and willingness to provide advice, which contributes to a strong working relationship. Overall sentiment indicates that they are a reliable partner for legal professionals seeking accounting services, demonstrating strengths in client engagement and effective project management.
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Legal

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What Clients Have Said
Clients generally express satisfaction with Sisterson & Co. LLP's cost-effectiveness and value for money. One client noted the firm's responsiveness and willingness to provide advice, stating, 'Carissa works hard, knows what she is talking about, and is responsive.' Overall, the sentiment reflects a positive assessment of the company's pricing relative to the quality of service, with clients recommending them as a 'good choice' for accounting needs.
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Stancil & Company

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Raleigh, NC

Services provided

90% Accounting

10% Business Consulting

Stancil & Company is a strategic financial partner specializing in Accounting Services, Bookkeeping, and Tax Preparation. They provide comprehensive support, including financial reviews and seamless payroll integration. Reviews indicate 100% positive feedback, highlighting their exceptional service, reasonable pricing, and personalized client care. Clients appreciate their adaptability and strong partnership, with no areas for improvement noted.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Full-Service Accounting for Business Management Association
5.0 — Stancil & Company provides full-service accounting support for an association. They handle daily bookkeeping along with tax preparation, budgeting, and payroll. Read more
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Industry Experience

Stancil & Company has demonstrated strong expertise in the Other Industry, particularly in serving associations. Clients highlight their strategic partnership, seamless integration with QuickBooks, and daily financial support as significant strengths. The overall sentiment is highly positive, with feedback emphasizing their responsiveness, adaptability, and commitment to client success. Their comprehensive financial services have been pivotal in enhancing the operational efficiency of clients, making them a suitable choice for organizations seeking reliable financial management solutions.
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Other Industry

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently commend Stancil & Company for their reasonable pricing and exceptional value. One client noted their annual investment of $18,000–$20,000, emphasizing that the firm's support has become indispensable to their operations. The CEO highlighted their extraordinary work and responsiveness, stating that engaging Stancil was one of the smartest decisions made. Overall, the sentiment reflects strong satisfaction with the cost-effectiveness and quality of services provided.
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Koontz & Parkin, CPAs

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Sarasota, FL

Services provided

100% Accounting

Koontz & Parkin, CPAs is a respected accounting services firm specializing in monthly bookkeeping, tax preparation, and financial advisory for businesses. Clients commend their expertise, proactive approach, and seamless communication, with 100% positive feedback highlighting their reliability and efficiency in managing financial tasks and ensuring compliance.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeepting & Tax Preperation for Inbound Marketing Firm
5.0 — Koontz & Parkin, CPAs provides bookkeeping, tax preparation, and tax consultation services for a marketing agency. Read more
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Industry Experience

Koontz & Parkin, CPAs has demonstrated strong expertise in the Advertising & Marketing sector, particularly servicing clients in real estate, healthcare, and technology industries. Their clients praise the firm for comprehensive bookkeeping, tax preparation, and proactive financial advice, resulting in significant time and cost savings. Overall sentiment is highly positive, indicating that potential clients in these industries can expect reliable partnerships and effective financial management.
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Advertising & marketing

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What Clients Have Said
Clients of Koontz & Parkin, CPAs express strong satisfaction with the value for money provided. One CEO noted an investment of approximately $30,000 for ongoing services, emphasizing that the firm offers peace of mind and saves time and money. Clients appreciate the proactive approach and the team's expertise, which contributes to their overall satisfaction. There were no significant complaints regarding pricing, indicating a positive sentiment towards the company's cost-effectiveness.
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Meaden & Moore

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Cleveland, OH

Services provided

80% Accounting

20% Business Consulting

Meaden & Moore is an accounting firm specializing in audit services, tax preparation, and financial advisory. Their expertise in audit and taxation is highly regarded, with 100% client satisfaction reported. The firm is praised for its effective project management and adherence to deadlines, making it a reliable partner for financial statement preparation and business auditing.

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1 of 1 Accounting reviews are 5 stars

$1,000,000 – $9,999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services & Consulting for Construction Company
5.0 — Meaden & Moore is a construction company’s accounting partner. They handle the client’s annual general audit and tax returns and provide incidental professional services and Read more
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Industry Experience

Meaden & Moore has demonstrated significant expertise in the construction industry, as noted by their long-term partnership with a major construction management company. Clients commend their skills in accounting, tax preparation, and project management, highlighting their impressive output and adherence to deadlines. Overall sentiment in this sector is highly positive, suggesting Meaden & Moore is a strong fit for organizations seeking reliable financial services and strategic guidance within the construction field.
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Construction

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed high satisfaction with Meaden & Moore's services, noting that the company's expertise in audit and taxation provides significant value for their investment. One client reported spending approximately $2.5 million over their long-term engagement and stated that Meaden & Moore consistently exceeds expectations. Overall, the sentiment reflects a strong perception of value for money, with no noted areas for improvement.
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Stellar Staffing, LLC

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Birmingham, AL

Services provided

30% Accounting

35% Recruiting

35% Staffing

Stellar Staffing, LLC specializes in providing Accounting Services, particularly through virtual assistants skilled in bookkeeping. The company has received positive feedback, with 100% of reviewers noting improved productivity and efficient project management. Clients emphasize their impressive bookkeeping skills, reliability, and effective communication, with no noted areas for improvement.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Virtual Assistant Services for Accounting Firm
5.0 — Stellar Staffing, LLC provides a virtual assistant for an accounting firm to do bookkeeping tasks, including transaction categorization and reconciliation using QuickBooks. Read more
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Industry Experience

Stellar Staffing, LLC has demonstrated expertise in the financial services sector, particularly in providing virtual assistants for bookkeeping tasks. Clients have praised the company's ability to enhance efficiency and productivity, noting the high quality of their assigned staff. The positive feedback highlights their effective project management and communication practices. Overall, the sentiment is highly favorable, making them a strong option for businesses in need of skilled bookkeeping support within the financial services industry.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend Stellar Staffing, LLC for providing high-quality virtual assistants, highlighting the excellent value for money. One CEO noted an investment of $2,000, praising their bookkeeper's efficiency and impact on productivity. The engagement has consistently met deadlines and budget expectations, with clients encouraged to prioritize experienced assistants despite higher costs. Overall, feedback reflects strong satisfaction with the balance of cost and value delivered by the company.
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About Profit

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

80% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

About Profit is a company specializing in accounting services, focusing on tax preparation, financial advisory, and consulting. They have received predominantly positive feedback, with 100% of reviewers highlighting their reliability and problem-solving capabilities. Clients appreciate the prompt communication and personalized support, though some suggest improvements in handling payroll issues. Overall, About Profit is valued for enhancing clients' time efficiency and peace of mind.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep Services for Software Company
5.0 — About Profit (formerly Barlin Business Solutions) provides tax preparation services for a small software company. They also consult on situations such as structuring salaries, balance personal Read more
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Industry Experience

About Profit has demonstrated expertise primarily in the IT Services industry, where they have successfully assisted clients with tax preparation and consulting. Feedback highlights their strengths in providing reliable, timely communication and creative problem-solving, resulting in considerable time savings and peace of mind for clients. Overall sentiment is positive, suggesting that potential clients in the IT Services sector would benefit from engaging About Profit for their tax-related needs and business structuring advice.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have reported a positive overall sentiment regarding About Profit's cost and value for money, highlighting their reliability and prompt communication. One client noted an investment of approximately $10,000, emphasizing significant time savings and peace of mind gained from the partnership. They appreciated the tailored consulting services that addressed complex tax issues, although there were suggestions for improvement in managing specific payroll challenges. Overall, clients feel the investment is justified by the quality of service received.
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Blanchette Vachon CPA

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Sainte-Marie, Canada

Services provided

60% Accounting

40% Business Consulting

Blanchette Vachon CPA is an accounting firm specializing in tax preparation, financial reporting, and auditing services. The company is praised for its efficiency and effectiveness, with 100% of reviews highlighting their exceptional service and strong client relationships. Reviewers emphasize their successful budget restructuring and seamless communication, underscoring their reliability in meeting clients' financial and tax needs.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparations for Digital Agency
5.0 — BVA provides tax preparation and budgeting services for a digital agency. They approve an annual report yearly for tax returns and helped the client restructure their budget. Read more
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Industry Experience

Blanchette Vachon CPA has received positive feedback primarily from the Advertising & Marketing industry, where they have demonstrated expertise in tax preparation and budget management. Clients appreciate their thoroughness, reliability, and strong client relationships, noting significant time savings and effective communication. Overall sentiment within this sector is favorable, indicating that Blanchette Vachon CPA is well-suited for businesses seeking comprehensive accounting support, particularly in managing financial challenges.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed satisfaction with Blanchette Vachon CPA’s pricing and overall value for money. One client highlighted their appreciation when BVA did not send an invoice for their work, indicating a strong client relationship and a gesture of goodwill. Additionally, the firm has successfully helped clients manage their budgets, saving them time and ensuring quality work. Overall, the sentiment reflects a positive view of the company's cost-effectiveness and service quality.
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Brown Edwards

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Roanoke, VA

Services provided

100% Accounting

Brown Edwards is an accounting firm specializing in accounting services, tax filing, and financial advisory. Their clients appreciate their attention to detail and effective communication, with 100% of reviewers expressing confidence in their tax preparation and bookkeeping capabilities. The firm is praised for its professional service, ensuring clients are well-prepared for audits, with no notable areas for improvement mentioned.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Natural Tanning Products Company
5.0 — Brown Edwards provides accounting services for a line of sunless tanning products. The team manages all tax needs and ensures all documents are properly filed. Read more
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Industry Experience

Brown Edwards has garnered positive feedback in the Consumer Products industry, particularly for their expertise in accounting services. Clients appreciate their attention to detail, timely communication, and thoroughness in tax-related matters, which instills confidence in their management capabilities. Overall sentiment is highly favorable, indicating that Brown Edwards is well-suited for businesses seeking reliable accounting support in this sector.
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Consumer Products

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally express satisfaction with Brown Edwards' cost-effectiveness, highlighting the value provided for the investment. One client noted a $1,500 expenditure for comprehensive accounting services, emphasizing confidence in the quality of service and timely communication. Overall, feedback indicates that clients feel they receive excellent value for their financial commitment, with no significant areas for improvement identified.
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The Muller Company

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Irvine, CA

Services provided

20% Accounting

50% Commercial Brokerage Services

30% Architectural Design

The Muller Company is a branding and marketing firm renowned for its expertise in refining brand messaging and website content. The company's reviews reflect a 100% positive sentiment, highlighting their exceptional attention to detail and commitment to timely delivery. A consistent theme is their ability to enhance brand professionalism, leading to increased customer engagement and inquiries.

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Industry Experience

The Muller Company has received positive feedback primarily from clients in the financial services sector. They are praised for their expertise in rebranding and website content development, with clients noting significant improvements in customer engagement and professional appearance. Their strengths include attentive project management, clear communication, and a strong alignment with client values. This indicates a strong fit for clients in financial services looking for impactful branding and marketing solutions.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with The Muller Company's cost-effectiveness and value for money. One review highlighted a significant improvement in brand presentation and customer engagement, indicating that the investment led to tangible results. The company's commitment to delivering projects on time and their attentiveness to client needs were also praised, reinforcing the perception that clients received excellent value for their expenditure. Overall, the sentiment reflects a strong alignment of service quality with pricing.
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Zimsen Partners

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Keysborough, Australia

Services provided

70% Accounting

30% Business Consulting

Zimsen Partners is an accounting firm recognized for its effective project management and timely delivery of services. Based on the available review, it appears they have a strong reputation, with an emphasis on maintaining project timelines, although there is room for improvement in customer care. The feedback suggests a predominantly positive experience with their services.

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Industry Experience

Zimsen Partners has received positive feedback from clients in the Energy & Natural Resources sector, particularly for their project management and timely delivery. Clients appreciate their expertise in accounting and project management, highlighting their strong communication and ability to meet objectives. Overall sentiment in this industry is favorable, suggesting that Zimsen Partners is well-suited for companies seeking reliable support in energy-related projects.
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Energy & natural resources

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive Zimsen Partners as providing good value for money, particularly noting the effectiveness of their project management and timely delivery. One client highlighted their impressive ability to meet timelines, which reflects positively on their pricing relative to the quality of service. However, there was a suggestion for improvement in customer care, indicating a potential area for enhancing overall client satisfaction in relation to costs.
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Weiss & Company LLP

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Glenview, IL

Services provided

80% Accounting

20% Business Consulting

Weiss & Company LLP is a reputable accounting firm specializing in CPA services and tax preparation. They are highly commended for their outstanding communication and responsiveness, as 100% of reviewers emphasize these strengths. Clients have consistently reported flawless compliance with tax regulations, highlighting their reliability and expertise in accounting services.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for B2B Financial Services Firm
5.0 — Weiss & Company LLP has served as a B2B finance company’s accounting partner for the past decade. They have collaborated on tax work throughout the majority of the engagement’s lifespan. Read more
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Industry Experience

Weiss & Company LLP has demonstrated strong expertise in the financial services industry, particularly in accounting and tax compliance. Clients commend their superb communication, responsiveness, and reliability, often citing a seamless engagement process. The positive sentiment highlights their ability to effectively serve B2B finance companies, making them a suitable choice for organizations seeking dependable financial partnerships.
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Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed satisfaction with Weiss & Company LLP's pricing, indicating that their investment of approximately $25,000 since 2010 has yielded significant value, particularly in tax compliance and communication. One client noted, 'We’ve never had any issues,' highlighting the company's reliability. Overall, the sentiment regarding cost and value for money is positive, with clients appreciating the firm's responsiveness and effective service.
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Peterson Whitaker & Bjork, LLC

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Plymouth, MN

Services provided

70% Accounting

15% Business Consulting

15% Finance & Accounting Outsourcing (FAO)

Peterson Whitaker & Bjork, LLC is a CPA firm specializing in tax preparation and accounting services, with a focus on providing strategic financial advisory and tax filing support. Reviews highlight their strong communication and independence, offering peace of mind, with 100% of reviewers expressing satisfaction with their strategic partnership approach. However, some suggest improvement in communication regarding response times.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Entity Formation for Management Consultancy
5.0 — Peterson Whitaker & Bjork provides tax accounting services to a management consultancy. They’ve also advised on strategic planning. Read more
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Industry Experience

Peterson Whitaker & Bjork, LLC has received positive feedback primarily from clients in the consulting industry. Their expertise in tax accounting and business setup has been particularly praised, with clients noting their strategic partnership and proactive support. Overall, they are viewed as a reliable resource, though there is room for improvement in communication regarding response times. Their strengths lie in providing tailored financial advice and fostering long-term client relationships.
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Consulting

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Average Project Cost Breakdown

What Clients Have Said
Clients perceive Peterson Whitaker & Bjork, LLC as offering strong value for money, particularly noting their willingness to engage in discussions without charging for every meeting. One client highlighted an investment of $1,500–$3,000, emphasizing the peace of mind gained from their services. Overall, the sentiment reflects satisfaction with the cost relative to the quality of service, though some clients suggested improvements in communication regarding response times.
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Brian G. Toennies & Associates

5.0 1 review

Undisclosed

Undisclosed

2 - 9

St. Louis, MO

Services provided

100% Accounting

Brian G. Toennies & Associates is an accounting firm specializing in Tax Preparation, Bookkeeping, and Tax Filing services. With 100% positive feedback, clients praise their effective tax strategies and reliable communication, noting significant financial savings. They are trusted for their comprehensive financial advisory services, consistently exceeding expectations.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Filing, Accounting & Bookkeeping for IT Services Company
5.0 — Brian G. Toennies & Associates provides accounting services to an IT services company. They handle all bookkeeping and tax-related work for the client, focusing on filing strategies and cash Read more
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Industry Experience

Brian G. Toennies & Associates has demonstrated expertise primarily in the IT services industry, providing robust accounting and tax strategies that enhance cash flow and cost savings. Feedback highlights their strong communication, reliability, and ability to exceed client expectations. Their impact is evident in client satisfaction and significant financial savings. Potential clients in the IT sector seeking accounting assistance can expect a highly competent and supportive partnership.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight the exceptional value provided by Brian G. Toennies & Associates, noting significant savings that often surpass the costs of their services. One client mentioned spending approximately $150,000 over the years but emphasized that they saved far more than this amount in the first year alone. Overall, the sentiment reflects high satisfaction with the cost-effectiveness and quality of service, with clients recommending their services for the impressive results achieved.
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Fritz Nelson LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Grand Forks, ND

Services provided

75% Accounting

15% Business Consulting

10% Financial Consulting

Fritz Nelson LLC is a provider of accounting services, specializing in bookkeeping and CPA solutions. They maintain a strong reputation for diligence and attention to detail, ensuring accurate financial reporting for their clients. The feedback is overwhelmingly positive, with 100% of reviewers appreciating the team's ability to deliver timely and reliable service.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping for Telecommunications Software Company
5.0 — Fritz Nelson LLC consolidated a software company’s credit card statements. They continue to provide bookkeeping and tax advice. Read more
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Industry Experience

Fritz Nelson LLC has demonstrated expertise primarily in the telecommunications industry, particularly with software companies focused on telephone-based applications. Feedback highlights their diligence, attention to detail, and effective collaboration through modern communication tools. Clients appreciate their ability to streamline bookkeeping services, resulting in improved financial oversight. Overall sentiment indicates strong satisfaction, suggesting that Fritz Nelson LLC is well-suited for clients in telecommunications and related tech sectors seeking meticulous financial management.
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Telecommunications

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed positive sentiments regarding Fritz Nelson LLC's cost-effectiveness and value for money. One client noted that the 'price to quality ratio was better than our other options,' having invested around $450 for ongoing services. The company's diligence and attention to detail further enhance their perceived value, with clients appreciating timely categorization of transactions that support accurate business insights. Overall, the feedback indicates strong satisfaction with the pricing relative to the quality of services provided.
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Jones & Roth

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Eugene, OR

Services provided

75% Accounting

15% Business Consulting

10% Financial Consulting

Jones & Roth is a professional accounting services firm specializing in tax preparation, financial reporting, and CPA services. Reviews highlight their attentive project management and proactive approach to tax law changes. Clients appreciate their personal touch, with no negative feedback reported, and 100% of reviewers noting their expertise in multi-state tax filings.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Financial Consulting for Digital Agency
5.0 — Jones & Roth provided accounting and tax services to the client, in addition to financial advising. They filed taxes in multiple states and consulted on operating a business in Read more
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Industry Experience

Jones & Roth has demonstrated expertise primarily in the Advertising & Marketing industry, providing comprehensive accounting and tax solutions to businesses operating in multiple states. Clients noted their proactive approach, personal touch, and effective risk management strategies. Overall sentiment is highly positive, highlighting their attentive service and strong project management capabilities, making them a suitable partner for companies seeking financial guidance in complex operational environments.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have generally perceived Jones & Roth as providing good value for money, particularly highlighting their attentive service and expertise in tax law. One client noted an investment of approximately $30,000 since 2015, appreciating the proactive management and effective risk reduction strategies offered. Overall, the sentiment is positive, with clients feeling well-supported and satisfied with the cost relative to the services rendered.
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ALTIUSCPA

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Sacramento, CA

Services provided

75% Accounting

25% Business Consulting

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

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Portland, OR

Services provided

90% Accounting

10% Business Consulting

BGO CPAs is a professional accounting firm offering services such as tax preparation, financial advisory, and bookkeeping. Based on the reviews, they are highly regarded for their expertise and responsiveness, with no negative feedback provided. Clients appreciate their comprehensive knowledge of tax codes and effective communication, engaging with them quarterly for ongoing consulting support.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Consulting Accounting Services for Digital Product Agency
5.0 — BPO CPAs provides continuous and ad hoc consulting services for a digital product agency. They offer assistance with tactfully addressing accountancy-related company concerns. Read more
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Industry Experience

BGO CPAs has demonstrated expertise primarily in the IT Services industry, receiving positive feedback for their knowledgeable and responsive consultancy. Clients have highlighted the firm's deep understanding of tax codes and their effective communication. Overall sentiment within this sector is highly favorable, with an emphasis on their ability to address complex tax concerns and provide valuable insights, making them a strong contender for partnerships in the IT Services domain.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express positive sentiment regarding BGO CPAs' cost-effectiveness and overall value. One client noted an investment of under $25,000 for consulting services, highlighting the firm's knowledgeable guidance on tax issues as particularly valuable. The consistent availability of the owner for queries further enhances perceived value. Overall, clients appreciate the professional relationship and timely communication, indicating satisfaction with the pricing relative to the quality of service received.
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Schmoyer and Company, LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Columbia, SC

Services provided

100% Accounting

Schmoyer and Company, LLC is an accounting services firm specializing in bookkeeping and financial advisory. Notably, 100% of the feedback highlights their exceptional communication and proactive approach. They effectively manage financial records and assist with tasks like PPP loan paperwork, demonstrating commitment to client success.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Floral Arrangements & Jewelry Company
5.0 — Schmoyer and Company, LLC provides bookkeeping services for a floral arrangements and jewelry store. They helped sort out their client’s books and even did the paperwork for a PPP loan. Read more
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Industry Experience

Schmoyer and Company, LLC has demonstrated expertise primarily in the Consumer Products industry, specifically in bookkeeping and financial management. Clients have praised their ability to clean up financial records, enhance cost-saving measures, and provide exceptional communication. Overall sentiment reflects satisfaction with their thorough support and responsiveness, making them a suitable choice for both small and large businesses seeking reliable accounting services.
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Consumer Products

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express satisfaction with Schmoyer and Company, LLC's cost-effectiveness, noting that their monthly investment of approximately $1,500 yields significant value. One client highlighted their proactive approach in cleaning up financial records and assisting with PPP loan paperwork, demonstrating a commitment to client savings. Overall, the sentiment reflects that the firm provides excellent communication and support, making them a worthwhile investment for both large and small businesses.
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Ogden Page Accountancy Corporation

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

100% Accounting

Ogden Page Accountancy Corporation is a specialized firm offering comprehensive accounting services, including tax preparation, bookkeeping, and financial advisory. Reviewers consistently praise their detail-oriented approach, with 100% positive feedback highlighting their effectiveness in cost-saving and ethical practices. Clients appreciate their proactive communication and business savvy, making them a reliable partner for financial management.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Branding & Marketing Agency
5.0 — Ogden Page Accountancy Corporation provides bookkeeping and tax services for a marketing agency. They also dedicate business consulting support, making key recommendations to better equip the Read more
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Industry Experience

Ogden Page Accountancy Corporation has demonstrated strong expertise in the Advertising & Marketing industry, providing comprehensive tax and bookkeeping services that have led to significant cost savings for clients. Their strengths include detailed bookkeeping, proactive business advising, and effective communication. Overall sentiment is highly positive, with clients appreciating the firm’s attention to detail and business acumen, making them a strong candidate for businesses seeking financial management within this sector.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Ogden Page Accountancy Corporation consistently highlight the company's cost-effectiveness and value for money. One client noted that their investment of over $10,000 resulted in significant savings on taxes and improved bookkeeping efficiency, stating, "He’s very cost-effective. I used to do my taxes elsewhere and spent much more money for the services I received." Overall, the sentiment reflects satisfaction with the quality of service relative to the costs incurred.
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Barsa & Company, CPAs

5.0 1 review

Undisclosed

Undisclosed

2 - 9

San Diego, CA

Services provided

100% Accounting

Barsa & Company, CPAs is a professional firm specializing in bookkeeping, tax preparation, and financial consulting services. They are highly praised for their organized and accurate financial reporting, with 100% positive feedback on their responsiveness and attention to detail. Clients commend the firm's owner for providing insightful tax advice and comprehensive financial assessments.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep, Bookkeeping, Consulting for Digital Agency
5.0 — A digital agency hired Barsa & Company, CPAs to take over their books, which were in disarray. Since then, they've managed bookkeeping, accounting, tax preparation, and financial consulting. Read more
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Industry Experience

Barsa & Company, CPAs has received positive feedback primarily from clients in the IT Services sector, where they provided accounting, bookkeeping, tax preparation, and financial consulting services. Clients highlighted their expertise in organizing complex financial situations, delivering detailed monthly reports, and offering valuable tax advice. Overall sentiment within the IT Services industry is highly favorable, emphasizing Barsa & Company's strong communication, responsiveness, and accuracy, making them a reliable choice for businesses seeking financial management.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Barsa & Company, CPAs demonstrates strong value for money, as highlighted by a client who invested over $100,000 since 2012. They effectively organized the client's disorganized books and provided detailed monthly reports, showcasing their commitment to accuracy and responsiveness. Clients appreciate the owner's helpfulness, particularly in tax advice, indicating that the overall cost aligns well with the quality of service received.
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Carl C. Shade, CPA

5.0 1 review

Undisclosed

Undisclosed

Freelancer

McLean, VA

Services provided

100% Accounting

Carl C. Shade, CPA provides comprehensive tax accounting services, specializing in tax preparation and financial statement preparation for businesses such as S corporations. Clients praise his responsiveness and accommodating nature, with 100% of the feedback highlighting a seamless and positive experience in managing taxation needs.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting for Web-Based Startup
5.0 — A startup hired Carl C. Shade, CPA for their tax accounting services. They worked with the startup from the beginning. Read more
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Industry Experience

Carl C. Shade, CPA has demonstrated expertise primarily in the IT Services industry, providing comprehensive tax accounting services to S corporations. Clients commend his responsiveness, accessibility, and seamless engagement, noting his strong understanding of local regulations. Overall sentiment is positive, highlighting his ability to address complex taxation needs effectively. Potential clients in IT Services seeking reliable tax accounting support would find this provider to be a valuable match.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with Carl C. Shade, CPA's pricing and overall value, highlighting a cost of $400 annually for comprehensive tax accounting services. Feedback indicates a seamless engagement, with notable responsiveness and accessibility. One client stated that the experience was positive and highlighted the firm's ability to handle inquiries promptly, suggesting that the services provided were worth the investment. Overall, the sentiment reflects a strong alignment of cost with the quality of service received.
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E.G. SANCHEZ & ASSOCIATES, CPAS, APC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Murrieta, CA

Services provided

75% Accounting

25% Business Consulting

E.G. SANCHEZ & ASSOCIATES, CPAS, APC is a comprehensive accounting services firm specializing in tax preparation, financial planning, and bookkeeping. The company is praised for its exceptional attention to detail and professional project management, with 100% positive feedback from reviewers. Their strategic financial advisory services are highly recommended for businesses experiencing rapid growth.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

B2C Tax Preparation & Financial Planning for Business Dev VP
5.0 — E.G. SANCHEZ & ASSOCIATES, CPAS, APC is providing accounting services to a business development VP. They prepare the client's taxes, and they provide financial planning services. Read more
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Industry Experience

E.G. SANCHEZ & ASSOCIATES, CPAS, APC has received positive feedback particularly from the business services industry. Clients commend their expertise in tax preparation and financial planning, noting significant reductions in personal tax burdens. Their strengths lie in attention to detail, effective project management, and strategic advice for growing businesses. Overall sentiment is highly favorable, indicating they are well-suited for clients in evolving business environments seeking comprehensive financial 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 express high satisfaction with E.G. SANCHEZ & ASSOCIATES, CPAS, APC regarding their cost and value for money. One client noted a significant reduction in taxes after investing over $2,000, highlighting the firm's effectiveness. The overall sentiment reflects that the services provided are seen as top-notch, with one reviewer stating they consistently refer the firm to others, reinforcing the belief in its value relative to cost.
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Butler & Burke, LLP

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Winston-Salem, NC

Services provided

100% Accounting

Butler & Burke, LLP is a professional accounting firm specializing in audit services, financial advisory, and financial statement preparation. With a decade-long collaboration, clients commend their responsiveness, expertise, and personalized service. They consistently deliver clean financial audits and valuable recommendations, with 100% positive feedback highlighting their professionalism and commitment to client success, particularly for nonprofit organizations.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Nonprofit Organization
5.0 — Butler & Burke, LLP provides a nonprofit organization with accounting services. Every year, they’re in charge of their financial audits, leveraging QuickBooks to review their financial Read more
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Industry Experience

Butler & Burke, LLP has demonstrated strong expertise in the nonprofit sector, particularly in financial audits and grant-related services. Clients appreciate their in-depth understanding of nonprofit needs and their commitment to providing clean financial statements and actionable recommendations. Overall sentiment is highly positive, highlighting their responsive communication and personalized approach. Potential clients in the nonprofit industry seeking reliable audit services and financial guidance would find Butler & Burke, LLP to be a valuable partner.
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Nonprofit

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Butler & Burke, LLP for their reliable and cost-effective financial audit services, noting a long-term partnership that has yielded over $50,000 in investment. Feedback highlights the firm's responsiveness, timely delivery, and valuable recommendations that enhance financial management. One client emphasized their commitment to understanding unique organizational needs, ultimately providing significant value for money. Overall, sentiment reflects satisfaction with the firm's pricing and the quality of service received.
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MillerSearles LLC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Allentown, PA

Services provided

100% Accounting

MillerSearles LLC is a boutique accounting firm specializing in tax preparation, financial statement preparation, and business auditing. With 100% positive feedback, clients commend their reliability, quick document delivery, and comprehensive tax services. Although their services are premium-priced, they are trusted for their expertise and efficiency.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax & Accounting Services for Commercial Real Estate Company
5.0 — MillerSearles LLC provides tax and accounting services for a commercial real estate company. They help the client find tax sheltering; they also audit financial statements. Read more
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Industry Experience

MillerSearles LLC has demonstrated expertise primarily in the real estate industry, providing tax services and financial statement audits. Clients express high satisfaction with their reliability, promptness, and trustworthiness, noting significant positive impacts on tax management and compliance. Overall, the sentiment reflects strong client confidence in MillerSearles LLC's services for real estate professionals seeking specialized accounting assistance.
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Real estate

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Average Project Cost Breakdown

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

What Clients Have Said
Clients appreciate the value provided by MillerSearles LLC, noting their reliability and expertise in tax management. One client mentioned investing approximately $15,000, highlighting that despite higher costs typical of boutique firms, the quality of service justifies the expense. They emphasize that MillerSearles delivers prompt responses and effective tax solutions, reinforcing the sentiment that clients receive good value for their investment.
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Progresa, Inc / Greensboro

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Greensboro, NC

Services provided

100% Accounting

Progresa, Inc / Greensboro is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With 100% positive feedback, clients commend their professional approach, efficiency, and high-quality service in payroll, taxes, and financial advice. Reviewers consistently highlight the diligent and timely delivery of services, underlining the firm's strong commitment to client satisfaction.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Services for Cleaning Services Company
5.0 — Progresa, Inc was hired by a cleaning services company for their financial services, including payroll management, taxes, bookkeeping, and financial consultancy. Read more
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Industry Experience

Progresa, Inc / Greensboro has demonstrated strong expertise in the business services sector, particularly in accounting, payroll, and financial advice for clients like AJ Smart Cleaning Inc. Feedback highlights their professionalism, efficiency, and quality of service, indicating a positive impact on clients' financial management. The overall sentiment reflects high satisfaction, suggesting that potential clients in the business services industry would find Progresa, Inc a suitable provider for their financial needs.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight Progresa, Inc / Greensboro's exceptional value for money, noting the high quality of service provided in accounting, payroll, and financial advice. One client emphasized the 'excellent service' and efficiency in delivering results, particularly in tax presentation. The professionalism and diligence of the team were also commended, with no areas for improvement identified, reflecting a strong overall sentiment regarding the company's pricing and value.
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Tax City, Inc.

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Temecula, CA

Services provided

100% Accounting

Tax City, Inc. is an accounting services firm specializing in tax preparation and bookkeeping. The company is praised for its effective tax-saving strategies and excellent project management, with 100% positive feedback highlighting their personable service and efficiency. A common suggestion is to expand their team to enhance service capacity.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

B2C Tax Preparation Services for VP of Business Dev
5.0 — Tax City, Inc. prepared the 2020 taxes of a business development professional using QuickBooks. One person was in charge of the project. Read more
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Industry Experience

Tax City, Inc. has garnered positive feedback primarily within the business services sector, where their expertise in tax preparation and strategy implementation has proven beneficial. Clients have praised their effective project management, timely communication, and personable approach, which fosters strong professional relationships. Overall sentiment indicates a high level of satisfaction, with recommendations emphasizing their capacity to deliver significant tax savings and improved financial outcomes.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend Tax City, Inc. for delivering significant value relative to their pricing. One client noted an investment of $1,200, which resulted in effective tax-saving strategies and a positive experience marked by excellent project management and communication. Overall, feedback reflects satisfaction with the cost-effectiveness and quality of service, with recommendations to engage early in the process for optimal results.
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Cory L Robinson CPA PC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Buford, GA

Services provided

80% Accounting

20% Business Consulting

Cory L Robinson CPA PC is a dedicated accounting services firm specializing in tax preparation, financial statement preparation, and bookkeeping. Clients praise their exceptional flexibility and problem-solving skills, with 100% positive feedback highlighting their adept handling of complex tax situations and consistent communication. Their ability to manage entire accounting departments is especially valued by small business owners.

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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 IT Service Company
5.0 — Cory L Robinson CPA PC provides ongoing accounting services to a web development and consulting company. They handle 1099 filings, business re-classification, and regular yearly tax processes. Read more
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Industry Experience

Cory L Robinson CPA PC has garnered positive feedback primarily in the IT Services industry, where they have effectively managed accounting needs for web development businesses. Clients commend their expertise in tax management and problem-solving, particularly in complex tax scenarios, emphasizing their flexibility and responsiveness. Overall sentiment reflects strong satisfaction with their ability to streamline accounting processes, making them a suitable choice for small business owners in the IT sector seeking reliable accounting support.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients of Cory L Robinson CPA PC express high satisfaction with the company's value for money, particularly highlighting the significant reduction in tax bills as a major benefit. One client noted spending $13,000 over four years, emphasizing the comprehensive support received without additional charges for complex issues. Overall, the sentiment reflects a strong appreciation for the firm's expertise and flexibility, making it a recommended choice for small business accounting needs.
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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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River Rock Financial

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Yonkers, NY

Services provided

100% Accounting

River Rock Financial is an accounting services provider specializing in tax preparation. With a focus on handling clients' tax needs efficiently, they have received positive feedback for their honesty and reliability, satisfying customer expectations. However, some clients suggest they could improve by better anticipating business needs and offering strategic tax advice.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Dental Staffing Firm
5.0 — River Rock Financial provided accounting services for a dental staffing company. They were tasked with handling the firm’s taxes. Read more
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Industry Experience

River Rock Financial has demonstrated expertise in the dental staffing industry, providing reliable tax services that garnered positive feedback for their professionalism and integrity. Clients appreciate their straightforward communication and ability to fulfill commitments, although some suggest improvements in proactive tax strategy recommendations. Overall, River Rock Financial is well-suited for clients in the healthcare sector, particularly dental services, as they deliver effective solutions and satisfactory results.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have generally expressed satisfaction with River Rock Financial's cost-effectiveness, noting an investment of $500 for tax services and a reliable execution of agreed-upon tasks. One client appreciated their honesty and lack of complications, while suggesting improvements in anticipating client needs. Overall, the sentiment indicates that clients perceive good value for money, particularly for straightforward services, although proactive strategic advice may be an area for enhancement.
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L. Griffin Consulting, LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Stone Mountain, GA

Services provided

70% Accounting

30% Commercial Brokerage Services

L. Griffin Consulting, LLC is a professional accounting services firm specializing in tax preparation and financial advisory. The company is praised for its exceptional tax filing skills and deep knowledge of tax laws, highlighted by 100% positive feedback regarding their expertise and professionalism. Clients appreciate their effective communication and comprehensive support in financial matters.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Business Setup & Tax Preparation for Coaching Company
5.0 — L. Griffin Consulting, LLC helps a coaching business with their tax preparation. The team has also helped the client set up their business to ensure that it aligns with IRS rules. Read more
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Industry Experience

L. Griffin Consulting, LLC has garnered positive feedback primarily in the Education industry, showcasing expertise in tax preparation and business setup. Clients commend their knowledge, professionalism, and effective communication, highlighting the firm's ability to navigate tax laws efficiently. Overall, the sentiment is highly favorable, indicating a strong fit for educational institutions and consultants seeking reliable financial guidance.
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Education

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised L. Griffin Consulting, LLC for providing excellent value for money, particularly in tax preparation services. One client noted an investment of approximately $350 for tax filing and $500 for business setup, highlighting the company's professionalism and expertise. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, with no reported areas for improvement, indicating strong client trust and perceived value.
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Anderson, Tackman & Company, PLC

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Escanaba, MI

Services provided

100% Accounting

Anderson, Tackman & Company, PLC is a CPA firm offering comprehensive accounting services, including tax preparation, financial advisory, and bookkeeping. With 100% positive feedback, clients commend their expertise in financial reporting and proactive communication. They excel in providing tailored advice, particularly in navigating tax implications and financial strategy, ensuring a superior accounting experience.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Services and Accounting Consulting for Fashion Brand
5.0 — Anderson, Tackman & Company, PLC has provided accounting services to a beauty company. The two have been working more closely than normal in 2020 as the pandemic has opened up grant and loan Read more
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Industry Experience

Anderson, Tackman & Company, PLC has demonstrated strong expertise in the retail and beauty industry, particularly in accounting services including tax returns and budgeting advice. Clients commend their thorough knowledge, responsiveness, and ability to navigate complex financial landscapes, such as pandemic-related grants and loans. Overall, feedback indicates a positive sentiment, highlighting their commitment to client education and effective communication, making them a suitable partner for businesses seeking comprehensive financial guidance in the retail sector.
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Retail

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive Anderson, Tackman & Company, PLC as offering excellent value for money, with one client noting an investment of approximately $2,000 since 2019. They appreciate the firm's thorough knowledge of accounting and proactive communication, which enhances their service. The client highlighted the firm's ability to provide valuable advice on loan programs and tax implications, indicating that the services received exceed typical expectations in accounting. Overall, the sentiment reflects satisfaction with the cost relative to the quality of service.
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Fuller Landau LLP

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Toronto, Canada

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Fuller Landau LLP is an accounting firm providing comprehensive services, including Tax Preparation, Financial Reporting, and Audit Services. Clients praise their efficiency and responsiveness, with 100% of reviewers noting time and cost savings. Their integrated partnership with a tax consulting firm enhances their service offering, though improvements in their electronic payment system are suggested.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services & T2 Tax Return for Medical Platform
5.0 — Fuller Landau LLP provides accounting services for a medical assessment platform. They support the client’s accounting needs, and they’ve done the T2 corporate tax return. Read more
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Industry Experience

Fuller Landau LLP shows notable expertise in the healthcare industry, particularly in supporting pharmacies with accounting and tax needs. Clients have praised their efficiency, responsiveness, and seamless integration with other financial services, resulting in significant time and cost savings. Overall sentiment in this sector is positive, highlighting their strengths in project management and comprehensive service offerings, making them a strong fit for healthcare-related projects.
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Healthcare

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally express positive sentiments regarding Fuller Landau LLP's pricing and overall value. One client noted that they received a discount during negotiations, stating, 'Their prices were good.' The firm is praised for its efficiency and responsiveness, with clients feeling that their services save both time and money. Overall, Fuller Landau is viewed as a cost-effective solution, particularly due to their integrated approach with partner firms, enhancing the value for clients.
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Ryan & Wetmore, PC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Bethesda, MD

Services provided

50% Accounting

50% Business Consulting

Ryan & Wetmore, PC is a comprehensive accounting services firm providing expertise in strategic tax planning, financial reporting, and startup mentorship. The company has received uniformly positive feedback, with 100% of reviewers praising their timely project delivery and extensive tax and accounting knowledge. Clients appreciate their ability to consistently stay on or below budget.

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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 Software Service Company
5.0 — Ryan & Wetmore, PC provides ongoing accounting support to a SaaS startup. Beyond strategic tax planning, they’ve also supported the startup through the COVID-19 pandemic and offered overall Read more
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Industry Experience

Ryan & Wetmore, PC has received positive feedback primarily from the Human Resources industry, particularly SaaS companies. Their expertise in accounting services, strategic tax planning, and startup mentorship has been highly praised. Clients commend their reliability, professionalism, and deep understanding of the tax and accounting landscape. Overall, the sentiment is positive, suggesting they are a strong fit for businesses seeking reliable financial guidance and support, especially within technology and service-oriented sectors.
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Human Resources

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Ryan & Wetmore, PC as offering excellent value for money, with one client noting that they consistently deliver high-quality services while staying on or below budget. The founder of Lattus highlighted their strategic tax planning and overall support during the pandemic, emphasizing satisfaction with their timely and efficient work. Overall, the sentiment is positive, with clients appreciating the firm's expertise and cost-effectiveness.
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Kramer & Jensen, LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Centennial, CO

Services provided

100% Accounting

Kramer & Jensen, LLC is a professional accounting firm specializing in financial advisory, tax preparation, financial analysis, and corporate accounting services. They have received 100% positive feedback, with clients praising their reliability, responsiveness, and strategic financial guidance. Reviewers frequently mention their reasonable pricing structure and the significant value provided by their services.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Business Accounting for Web Design Firm
5.0 — Kramer & Jensen, LLC provided accounting for a business. This included tax strategy, corporate filings, and financial advice. Read more
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Industry Experience

Kramer & Jensen, LLC has received positive feedback primarily from the Advertising & Marketing industry, highlighting their expertise in corporate accounting and tax strategy. Clients appreciate their thoroughness, reliability, and professional guidance, which have led to improved financial stability and growth. Overall, the sentiment is highly favorable, indicating that businesses in need of strategic financial advice and tax services would benefit greatly from partnering with Kramer & Jensen.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Kramer & Jensen, LLC for their reasonable pricing structure and exceptional value for money. One client noted that their costs are transparent and consistent, stating, 'I have never been surprised with a bill,' and emphasized that others would likely charge more for the level of engaged advice received. Overall sentiment reflects satisfaction with the firm's cost-effectiveness, which contributes to a strong partnership in financial matters.
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MBA Financial & Accounting Solutions, LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Services provided

80% Accounting

20% Business Consulting

MBA Financial & Accounting Solutions, LLC specializes in tax preparation, accounting services, and bookkeeping. Reviews highlight the expertise and efficiency of their CEO, Mark, with a 100% positive feedback rate, emphasizing his ability to rectify complex tax situations swiftly. Clients appreciate Mark's professionalism and fast service, often noting significant anxiety relief and time savings.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Web Design & SEO Company
5.0 — After a negative past experience, a web development & marketing company hired MBA Financial & Accounting Solutions, LLC to fix their taxes. They provide tax prep, accounting, and Read more
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Industry Experience

MBA Financial & Accounting Solutions, LLC has received positive feedback primarily from clients in the IT Services industry. Their expertise in tax preparation, accounting, and bookkeeping is highlighted, with clients praising their efficiency and ability to resolve complex tax issues swiftly. The overall sentiment is highly favorable, marking them as a reliable partner for businesses seeking financial and accounting support, particularly within tech and service-oriented sectors.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive MBA Financial & Accounting Solutions, LLC as providing excellent value for money. One client noted that Mark, the CEO, effectively resolved a complex tax situation, saving them considerable time and alleviating anxiety. The engagement was characterized by a service exchange rather than a traditional fee structure, indicating flexibility in pricing. Overall, clients express high satisfaction with the cost relative to the quality of service received, emphasizing Mark's efficiency and expertise.
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Digitech

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Services provided

30% Accounting

40% Custom Software Development

30% E-Commerce Development

Digitech is a web development and SEO agency known for its proficiency in rebranding, website redesign, and effective SEO strategies. Clients commend their project management, communication skills, and expertise, with one review highlighting increased website traffic and leads. While feedback is predominantly positive, suggesting satisfaction across over 90% of engagements, there is a suggestion for more frequent progress meetings.

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Industry Experience

Digitech has received positive feedback from clients in the consulting and construction industries, particularly for their expertise in web design, branding, and SEO. Notably, they have significantly improved clients' online presence and lead generation. Clients praise their project management skills and effective communication. Overall, the sentiment reflects strong satisfaction, making Digitech a suitable provider for businesses seeking comprehensive digital marketing solutions, particularly in competitive sectors like construction.
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Consulting

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have generally expressed satisfaction with Digitech's cost and value for money. One review highlighted a $100,000 investment, noting significant improvements in website traffic and lead generation, attributing this success to Digitech's effective SEO strategies. Another client emphasized the agency's superior knowledge in web design and SEO compared to previous partners, indicating that the quality of service justifies the investment. Overall, the sentiment reflects a strong belief in the value provided relative to costs incurred.
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Joseph Apuzzo, CPA

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Brick Township, NJ

Services provided

100% Accounting

Joseph Apuzzo, CPA is a highly recommended accounting services provider specializing in bookkeeping and tax preparation, including quarterly tax filings. Reviewers consistently highlight Joe's proficiency and professionalism, with 100% positive feedback. His expertise in IRS tax regulations and dedication to clients makes him an ideal choice for businesses and individuals seeking reliable financial services.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Preparation for Life Coaching Platform
5.0 — Joseph Apuzzo, CPA is providing bookkeeping and tax preparation services for a life coaching platform. They provide the required documents for the client's quarterly tax filings. Read more
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Industry Experience

Joseph Apuzzo, CPA has demonstrated notable expertise in the consulting industry, particularly in bookkeeping and tax preparation. Clients highlight his proficiency in IRS regulations, effective communication, and dedication to client success. Feedback emphasizes his ability to handle diverse business entities, including small businesses and larger corporations. Overall, sentiment is overwhelmingly positive, suggesting strong compatibility for clients in consulting and related sectors seeking reliable accounting and tax services.
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Consulting

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently praise Joseph Apuzzo, CPA for his fair and transparent pricing structure, which is based on the number of services provided. One long-term client noted that billing has always been 'on point' and highlighted Joe's extensive knowledge and professionalism. Overall, the sentiment reflects a strong sense of value for money, with clients expressing high satisfaction and a willingness to recommend his services.
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Selena Fogg, CPA

5.0 1 review

Undisclosed

Undisclosed

Freelancer

Amarillo, TX

Services provided

80% Accounting

20% Business Consulting

Selena Fogg, CPA, is a dedicated accounting services provider specializing in bookkeeping, tax filing, and financial advisory. With a 100% positive feedback rate, clients commend her personalized approach and financial expertise, particularly in tax preparation and business consulting. Her ability to educate and adapt to client needs ensures optimal financial management, fostering a sense of security and trust.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping for Painting Tool Manufacturer
5.0 — Selena Fogg, CPA provides accounting services for a painting tool manufacturer. The team handles monthly and yearly tax filings. They offer business consulting as well as QuickBooks Read more
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Industry Experience

Selena Fogg, CPA has received positive feedback from clients in the manufacturing sector, highlighting her expertise in bookkeeping, tax filings, and business consulting. Clients appreciate her personalized approach, reliability, and ability to navigate complex tax laws, resulting in a strong sense of security and improved financial management. Overall sentiment in this industry is highly favorable, making Selena Fogg a suitable choice for businesses seeking comprehensive financial support.
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Manufacturing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express strong satisfaction with Selena Fogg, CPA's pricing structure, noting a flat rate of $350 per month for comprehensive services, including tax filings and business consulting. One client highlighted the value of having access to expert financial management, which instills a sense of security and prevents costly mistakes. Overall, feedback indicates that clients perceive a high value for money, appreciating the personalized attention and expertise provided by Selena Fogg.
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Bjorn Sigurdson CPA Prof. Corp.

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Saskatoon, Canada

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Bjorn Sigurdson CPA Prof. Corp. is a professional accounting firm specializing in Audit Services, Financial Reporting, and Business Auditing. Reviewers consistently praise their exceptional service, modern software proficiency, and strong communication skills, with 100% positive feedback highlighting the firm's efficiency and ability to instill client confidence.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Audit for Bookkeeping & Consulting Company
5.0 — Bjorn Sigurdson CPA Prof. Corp. was hired to perform an annual audit for multiple clients of a bookkeeping and consulting company. Read more
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Industry Experience

Bjorn Sigurdson CPA Prof. Corp. has demonstrated expertise primarily in the Financial Services industry, receiving positive feedback for their annual audit services and professional consulting. Clients commend their efficiency, modern software utilization, and strong communication skills, leading to enhanced client confidence and satisfaction. The overall sentiment is favorable, particularly for organizations seeking reliable support in audits, financial reviews, and professional consulting across various sectors.
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Financial services

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What Clients Have Said
Clients have expressed high satisfaction with Bjorn Sigurdson CPA Prof. Corp.'s cost-effectiveness and value for money. One reviewer noted that the efficiency and expertise of Mr. Sigurdson led to lower overall costs for clients, emphasizing that his modern software applications reduced potential errors and enhanced performance. Overall sentiment reflects that the firm's services are not only beneficial but also exceed expectations, making them a strong choice for financial consulting.
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MoneySenCe Accounting

5.0 1 review

Undisclosed

Undisclosed

Freelancer

Brampton, Canada

Services provided

100% Accounting

MoneySenCe Accounting is a professional firm specializing in Tax Preparation and Accounting Services, particularly adept at handling corporate tax returns. Feedback indicates a high level of organization and responsiveness, with 100% of reviewers noting their efficient workflow and commitment to timely tax filing. However, expanding their services to include bookkeeping is a suggested area for improvement.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation for Development Firm
5.0 — MoneySenCe Accounting helped a company file corporate tax returns every three months. After a meeting, the client supplied tax filings via Google Drive that were processed and submitted. Read more
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Industry Experience

MoneySenCe Accounting has garnered positive feedback primarily from the IT Services industry, where clients appreciate their responsiveness, organization, and timely execution of corporate tax filings. Their structured approach and commitment to prioritizing client needs have significantly impacted project management outcomes. While clients express a desire for expanded services, the overall sentiment remains highly favorable, indicating that they are a strong fit for tech-focused businesses seeking efficient tax and accounting solutions.
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IT Services

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Average Project Cost Breakdown

What Clients Have Said
Clients generally perceive MoneySenCe Accounting as offering good value for money, particularly for tax-related services. One client noted an investment of $5,000–$10,000, highlighting the firm's responsiveness and effective project management. They appreciated the quick turnaround and organization, which facilitated timely tax filings. However, there is a desire for expanded services, such as bookkeeping, which could enhance overall value. Overall, the sentiment reflects satisfaction with the cost relative to the quality of service received.
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GGFL LLP

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Ottawa, Canada

Services provided

100% Accounting

GGFL LLP is a proficient accounting firm that specializes in services such as tax preparation, audit services, and financial advisory. Their reviews highlight their proactive approach, with 100% of reviewers emphasizing their effective communication and problem-solving skills. Clients appreciate their human touch and responsiveness, though some suggest that their services could be more cost-effective.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Healthcare Company
5.0 — A medical institute hired GGFL LLP to be their accountants. In addition to handling their taxes, GGFL LLP manages audits and handles other issues that come up. Read more
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Industry Experience

GGFL LLP has received positive feedback primarily from the healthcare industry, particularly for their expertise in accounting and tax services for medical firms. Clients appreciate their proactive communication, especially regarding new tax legislation, and their quick response to issues. The firm is noted for its strong project management capabilities and personalized service, fostering a supportive client relationship. Overall, GGFL LLP's strengths lie in their proactive approach and hands-on client engagement, making them an excellent fit for healthcare businesses.
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Healthcare

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have noted that GGFL LLP provides good value for money, particularly highlighting their proactive communication and responsiveness to issues. One client mentioned an annual investment of $10,000 to $12,000, expressing satisfaction with the service quality but suggesting that pricing could be more competitive. Overall, the sentiment reflects appreciation for the firm's support and expertise, despite a desire for lower costs.
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Versatile Accounting

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Calgary, Canada

Services provided

100% Accounting

Versatile Accounting is an accounting services firm specializing in bookkeeping, tax preparation, and corporate accounting. Reviews highlight their exceptional client care and effective workflow, with 100% of feedback noting successful tax compliance and reimbursement achievements. Their CPA and bookkeeping team is highly praised for their professionalism and timeliness.

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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 Marketing Agency
5.0 — A marketing agency hired Versatile Accounting to provide a variety of services. These include bookkeeping, corporate accounting, GST Filings, year-end corporate filings, tax planning, Read more
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Industry Experience

Versatile Accounting has demonstrated expertise primarily in the Advertising & Marketing industry, providing comprehensive bookkeeping, tax planning, and corporate accounting services. Clients have praised their efficiency in resolving tax compliance issues and securing reimbursements, highlighting their client-focused approach and timely communication. Overall sentiment within this sector reflects strong satisfaction with their ability to streamline financial processes and enhance tax outcomes, making them a suitable choice for similar businesses seeking reliable accounting support.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Versatile Accounting for their competitive pricing and excellent value for money. One client noted that the firm helped them recover penalties and ensured compliance with tax obligations, demonstrating tangible financial benefits. The billing structure is perceived as fair, with periodic payments aligning with services rendered. Overall sentiment reflects satisfaction with the cost-effectiveness of their services and a strong commitment to client care.
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The Dolins Group, Ltd.

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Northbrook, IL

Services provided

100% Accounting

The Dolins Group, Ltd. is an accounting firm providing comprehensive Accounting Services, including Tax Preparation and Financial Reporting. Across their reviews, clients, like ArtVersion, highlight their professionalism, accuracy, and responsiveness, with 100% positive feedback emphasizing their reliability and ability to integrate seamlessly with clients' teams. They are highly recommended for their expertise and strategic collaboration.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Review & Accounting Services For Creative Agency
5.0 — The Dolins Group, Ltd. initially oversaw the annual end-of-year reviews and tax returns. Since then, they've expanded their support into other accounting services. Read more
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Industry Experience

The Dolins Group, Ltd. has garnered positive feedback primarily within the Design industry, where they have been praised for their professionalism, responsiveness, and ability to handle complex accounting needs. Clients appreciate their comprehensive service offerings and the trust built over long-term partnerships. Their expertise in tax and accounting provides significant impact, allowing clients to focus on their core business. Overall sentiment reflects strong satisfaction, indicating a good fit for companies seeking reliable accounting support.
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Design

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive The Dolins Group, Ltd. as providing solid value for their pricing, with billing rates comparable to similar firms. One client noted their hourly rate aligns well with industry standards, while another highlighted their professionalism and responsiveness over a decade-long partnership. The consistent delivery of high-quality services has fostered a strong relationship, allowing clients to focus on their core business without concerns about regulatory compliance.
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