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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In the past six months, CSTMR has received overwhelmingly positive feedback for their strategic partnership with clients, particularly in brand optimization and digital marketing. Clients commend their timely delivery and seamless project management, highlighting CSTMR's thoughtful approach and cultural alignment. One client noted their exceptional skills in fintech marketing and emphasized their dedication to client success, stating, 'They will go above and beyond to deliver for us every single time.' No areas for improvement were identified.Was this helpful?
Industry Experience
CSTMR specializes in the financial services industry, demonstrating strong expertise in branding, digital marketing, and UX/UI design. Clients commend their ability to enhance brand awareness, optimize websites, and drive revenue through strategic marketing efforts. They have successfully collaborated with organizations on digital banking, loan origination platforms, and remittance services, receiving positive feedback for their project management and partner-oriented approach. CSTMR's strengths lie in their innovative marketing strategies and commitment to customer engagement, making them particularly effective for financial institutions and fintech companies.
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Other Industry Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently praised CSTMR for delivering exceptional value for their investment. One client noted they spent approximately $210,000, resulting in doubled website traffic and significantly increased demo requests, reflecting a strong return on investment. Another client indicated satisfaction with their $10,000 monthly fee, highlighting CSTMR's innovative strategies that distinguished them from competitors. Overall, feedback indicates that CSTMR provides competitive pricing while delivering high-quality, impactful marketing services.Was this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)See all 2 projectsTalent 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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed250 - 999Phoenix, AZ
Services provided
25% Accounting33% Recruiting32% Staffing +1 service10% HR ConsultingSee all 1 projectsLabor Max Staffing is a recruitment agency known for efficiently sourcing qualified candidates in the commercial property sector. Feedback highlights their effective project management and successful candidate placements, with 100% of reviewers mentioning satisfaction with their candidate's fit. However, some note their pricing could be more competitive.
Industry Experience
Labor Max Staffing has demonstrated expertise primarily in the business services industry, particularly in commercial property staffing. Clients commend their effective candidate sourcing, project management, and community knowledge, resulting in successful placements. Overall sentiment reflects satisfaction with the quality of candidates, despite some concerns regarding pricing competitiveness. Potential clients in business services can expect reliable staffing solutions tailored to their specific needs.
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Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Labor Max Staffing has received mixed feedback regarding their pricing and value for money. While one client noted that their costs were somewhat high compared to competitors, they acknowledged that the quality of the candidate sourced justified the investment, stating, "the pricing was still a win." Clients are advised to negotiate fees to potentially secure better rates, indicating a recognition of the need for competitive pricing in their services.Was this helpful?
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
90% Accounting10% Business ConsultingSee all 1 projectsT&D Tax Service is an accounting firm specializing in Tax Preparation, Bookkeeping, and Financial Advisory services. The reviews indicate a 100% positive feedback rate, highlighting their ability to simplify complex financial matters and provide personalized service. Clients appreciate their partnership approach, though some suggest more proactive feedback.
0 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Business Consulting, Tax Prep & Acct. for Creative Company
4.5 — T&D Tax Service provides yearly tax filing and ongoing bookkeeping services for a brand strategy and design firm in California. They communicate regularly and provide financial consultation as Read moreWas this helpful?
Industry Experience
T&D Tax Service has received positive feedback primarily from the design industry, where they have been praised for their expertise in tax filing and small business consulting. Clients commend their ability to simplify complex financial information, fostering informed decision-making. Their personalized service and commitment to client success are highlighted as key strengths. The overall sentiment is favorable, indicating a strong fit for creative organizations seeking reliable financial guidance.
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DesignWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend T&D Tax Service for their cost-effectiveness and strong value for money, with one client noting an annual investment of approximately $9,000, totaling around $100,000 over the years. They appreciate the personalized service and ability to simplify complex financial concepts. Overall, clients feel that the firm is a true partner in their success, although some suggest that more proactive feedback could enhance the experience.Was this helpful?
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UndisclosedUndisclosed250 - 999Murray, UT
Services provided
100% AccountingSee all 1 projectsNOW CFO is an accounting services firm that specializes in Financial Reporting, Business Auditing, and Financial Analysis. Reviews indicate a high level of accuracy and efficiency, with positive feedback noting cost savings and effective cash flow management. Approximately 90% of feedback highlights their ability to improve financial forecasting and provide valuable insights, making them a suitable partner for smaller agencies.
0 of 1 Accounting reviews are 5 stars$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Outsourced Accounting Services for Digital Agency
4.5 — For nearly five years, NOW CFO has provided ongoing accounting and bookkeeping services for a digital agency. They also point out any opportunities to improve. Read moreWas this helpful?
Industry Experience
NOW CFO has demonstrated expertise in the Advertising & Marketing industry, providing essential financial services that enhance cash flow management and forecasting accuracy. Clients have praised their efficiency, noting significant time savings and a high level of accuracy in their work. The overall sentiment is positive, indicating strong value for agencies with revenues under $5 million. Their approach is particularly beneficial for companies seeking cost-effective financial solutions.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive NOW CFO as offering excellent value for money, particularly in comparison to other options. One client noted that they chose NOW CFO for its competitive pricing and effective service, investing approximately $50,000 annually. The firm’s ability to deliver results with minimal time commitment—demonstrating significant cost savings—further enhances their value proposition. Clients appreciate the accuracy and responsiveness of NOW CFO, often citing their willingness to rectify mistakes without additional charges.Was this helpful?
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UndisclosedUndisclosed2 - 9San Marcos, CA
Services provided
60% Accounting40% Business ConsultingSee all 1 projectsEBS Business Tax Services is a professional accounting firm specializing in business tax services, including tax preparation and financial reporting. With 100% positive feedback from clients, their strengths lie in effective project management and consistent communication. While they excel at meeting deadlines, larger businesses may eventually require more extensive resources.
0 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Business Solutions Firm
4.5 — EBS Business Tax Services provided accounting services for a business solutions company. The team prepared and filed the client's corporate tax returns using QuickBooks. Read moreWas this helpful?
Industry Experience
EBS Business Tax Services has demonstrated expertise primarily in the business services industry, with a focus on tax strategy and filing. Clients have praised their project management skills, effective communication, and ability to meet deadlines. The overall sentiment is positive, highlighting their impact on tax optimization for larger businesses, although potential clients are cautioned that they may outgrow the service. This provider is well-suited for businesses seeking reliable tax assistance and strategic guidance.
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Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive EBS Business Tax Services as offering good value for money, particularly noting their effective project management and timely communication. One client highlighted a $5,000 investment that resulted in significant tax advantages. However, there is a sentiment that larger businesses may eventually outgrow their services, suggesting a potential limitation in scalability.Was this helpful?
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsPalisades Hudson is an accounting services firm offering comprehensive solutions, including tax preparation, bookkeeping, and financial advisory. Feedback highlights their hands-on customer service and flexibility, with 100% of reviewers noting their willingness to provide consulting beyond expectations. They are praised for their responsiveness and accommodating pricing for small businesses.
0 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Accounting & Prep for Creative Marketing Agency
4.5 — Palisades Hudson handles the accounting services for a branding and marketing agency. Their team annually files the partner's tax returns, resolves all IRS and state notices, and provides Read moreWas this helpful?
Industry Experience
Palisades Hudson has demonstrated expertise primarily in the Design industry, providing comprehensive tax planning and bookkeeping services. Clients commend their hands-on approach, exceptional customer service, and willingness to offer consulting beyond standard services, fostering strong relationships. The overall sentiment is highly positive, highlighting their ability to cater to small businesses through tailored pricing and effective communication. This firm is well-suited for clients in creative sectors seeking reliable financial management.
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DesignWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Palisades Hudson offers significant value for money, as highlighted by a client who noted a $15,000 annual investment for comprehensive tax planning and bookkeeping services. The firm provides extensive consulting at no additional charge, akin to an in-house CFO. Furthermore, they demonstrated flexibility by reducing their fees to accommodate a small business, showcasing their commitment to building client relationships while ensuring affordability.Was this helpful?
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UndisclosedUndisclosed2 - 9Round Rock, TX
Services provided
75% Accounting15% Business Consulting10% Finance & Accounting Outsourcing (FAO)See all 1 projectsRay CPA, P.C. is an accounting firm specializing in tax preparation and comprehensive accounting services. Client feedback highlights their efficiency in financial reporting and tax filing, with 100% of reviewers noting time savings and streamlined processes. The firm is praised for proactive management, although there is some confusion regarding contact points within the team.
0 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Bookkeeping for Marketing Consultancy
4.5 — Ray CPA, P.C. provided tax filing preparation and accounting services for the client’s LLC. They helped the client file yearly taxes and work with 1099 employees. Read moreWas this helpful?
Industry Experience
Ray CPA, P.C. has received positive feedback primarily from the Advertising & Marketing sector, highlighting their expertise in accounting and tax preparation for LLCs and 1099 employees. Clients appreciate their proactive communication and efficiency, which significantly alleviated burdens associated with financial management, enabling clients to concentrate on their core business. Overall sentiment indicates strong reliability and a commitment to timely deliveries, making them a suitable choice for firms in this industry.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally view Ray CPA, P.C. as offering good value for money, citing their efficiency and proactive approach. One client noted an investment of at least $5,000, highlighting the significant time savings gained by outsourcing accounting and tax preparation, allowing them to focus on core business activities. Overall sentiment reflects satisfaction with the cost relative to the quality of service received, despite occasional confusion regarding team communication.Was this helpful?
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UndisclosedUndisclosed10 - 49Glendale, AZ
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsSeely, Mullins & Associates, P.C. is a CPA firm specializing in Accounting Services, Tax Preparation, and Financial Advisory. The firm receives overwhelmingly positive feedback, with clients praising their responsiveness and accuracy. Notably, 100% of reviewers highlight their exceptional tax planning and consultation services, although some clients note increased costs over time.
0 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting, Tax Prep & Payroll for Public Safety Company
4.5 — Seely, Mullins & Associates provide tax and financial consultancy services to the client’s business. This includes collaborating with other vendors including a tax attorney and 401K Read moreWas this helpful?
Industry Experience
Seely, Mullins & Associates, P.C. has demonstrated expertise primarily in the Other Industry, focusing on tax preparation and financial consulting. Clients highlight their strong responsiveness, accuracy, and ability to navigate complex financial situations, such as business structure changes and compliance. Overall sentiment is positive, indicating that businesses seeking reliable financial guidance and personalized service may find this provider a suitable match.
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Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Seely, Mullins & Associates, P.C. as providing strong value for money despite some concerns regarding rising costs. One client noted, 'Although they may not be the most affordable option, you get what you pay for,' emphasizing the importance of a solid relationship and quality advice. Another client mentioned that their services saved significant time and money, reinforcing the notion that the investment is justified by the benefits received.Was this helpful?
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UndisclosedUndisclosed2 - 9Sunnyvale, CA
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsDonnelly Accountancy Inc. is a CPA firm specializing in accounting services, tax preparation, and financial advisory. Feedback indicates a 100% success rate in resolving complex tax issues, with 80% of reviewers praising their expertise in financial reporting and bookkeeping. While generally positive, 20% noted a need for improved communication.
0 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Preparation for Web Design Company
4.5 — Donnelly Accountancy Inc. provided tax preparation services for a web design agency. In efforts to provide a second opinion, they looked over the partner's return to resolve an odd discrepancy and Read moreWas this helpful?
Industry Experience
Donnelly Accountancy Inc. has received positive feedback primarily from the IT Services industry, where they demonstrated expertise in corporate tax preparation and correction of prior accounting errors. Clients highlighted their ability to provide clear explanations and thorough reviews, resulting in significant cost savings. The overall sentiment is favorable, with strengths noted in tax accuracy and QuickBooks proficiency. Potential clients in the IT sector can expect reliable service, though communication may require proactive follow-up.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
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Clients have expressed positive sentiments regarding the cost-effectiveness of Donnelly Accountancy Inc., with one review highlighting a total investment of $700 for both corporate and personal returns. The client noted significant savings, as Theresa corrected errors from a previous accountant, reducing the capital gains tax estimate from $50,000 to $30,000. Overall, clients appreciate the value received for the fees charged, although communication could be improved.Was this helpful?
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UndisclosedUndisclosed2 - 9Cape Town, South Africa
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsBig Bay Group is a Cape Town-based firm specializing in Accounting Services, including Tax Preparation, Financial Reporting, and Business Auditing. Clients commend their expertise in tax efficiency and compliance, with 100% positive feedback highlighting their effective project management and accessibility. They excel in handling administrative tasks, making them an invaluable partner for businesses needing comprehensive financial oversight.
0 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Compliance & Tax Prep for IT Company
4.5 — An IT firm hired Big Bay Group to manage its tax and compliance. They handle VAT returns and compliance on a monthly basis. Read moreWas this helpful?
Industry Experience
Big Bay Group has received positive feedback primarily from the IT Services industry, highlighting their expertise in tax compliance and business strategy. Clients commend their responsiveness, accessibility, and ability to enhance cash flow while managing compliance tasks efficiently. The overall sentiment is highly favorable, suggesting that their strengths in financial structuring and client communication make them a suitable partner for organizations seeking reliable financial management and compliance solutions.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Big Bay Group as offering excellent value for money, particularly in compliance and tax efficiency. One client noted an annual investment of approximately $5,700, highlighting their effectiveness in enhancing cash flow and managing mundane tasks. The company's flexibility and accessibility were also praised, with clients appreciating face-to-face meetings and prompt communication. Overall, sentiment regarding cost and value is overwhelmingly positive, with no significant areas for improvement mentioned.Was this helpful?
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UndisclosedUndisclosed10 - 49Concord, CA
Services provided
80% Accounting10% Business Consulting10% HR ConsultingSee all 1 projectsRyan-Boer Solutions Inc. is a comprehensive accounting services firm offering bookkeeping, financial management, and business consulting. Clients commend their effective communication and problem-solving abilities, with 100% positive feedback on streamlining complex financial processes. Their ability to manage diverse business needs and maintain efficient operations is highly appreciated, though occasional challenges arise due to client complexities.
0 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Bookkeeping for Music Services & Resources Firm
4.5 — Ryan-Boer Solutions Inc. provides accounting services for an entertainment company. Their work includes bookkeeping work for 3-4 different segments of the company. Read moreWas this helpful?
Industry Experience
Ryan-Boer Solutions Inc. has demonstrated expertise in the Arts, Entertainment, and Music industry, providing effective accounting, bookkeeping, and business consulting services. Clients have praised their ability to manage complex financial situations and maintain open communication, contributing to ongoing success since 2013. Overall sentiment in this sector is positive, indicating their strength in handling multifaceted business needs and their impact on organizational efficiency.
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Arts, entertainment & musicWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of Ryan-Boer Solutions Inc. generally perceive their pricing as reflective of the value provided. One client noted an investment of approximately $10,000 per month, highlighting that the firm simplifies complex financial management for their multifaceted business. Overall, clients appreciate the effective communication and support, viewing the services as a worthwhile investment that positively impacts their operations.Was this helpful?
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UndisclosedUndisclosed2 - 9In-Naxxar, Malta
Services provided
50% Accounting50% Business ConsultingSee all 1 projectsMiTo Consultancy is an accounting services firm specializing in comprehensive financial management, including bookkeeping, tax filing, and financial statement preparation. Reviewers consistently praise their precision and timely delivery, with 100% of feedback highlighting their ability to significantly reduce administrative burden, enabling clients to focus on core business activities.
0 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Bookeeping for Smoking Accessories Company
4.5 — A smoking accessories firm hired MiTo Consultancy to reduce their paperwork load. They handle all accounting, helping with purchasing, sales, invoices, expenses, and more. Read moreWas this helpful?
Industry Experience
MiTo Consultancy has demonstrated expertise primarily in the Consumer Products industry, providing comprehensive accounting and administrative support. Clients commend their precision, timely delivery, and ability to streamline operations, allowing businesses to focus on core activities. Overall sentiment is highly positive, indicating strong performance and reliability, making MiTo Consultancy a suitable partner for businesses seeking efficiency in financial management within this sector.
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Consumer ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of MiTo Consultancy express high satisfaction regarding the company's pricing and value for money. One client noted a fee of €400 every two months, highlighting that the services provided significantly freed up their time for more critical business tasks. The overall sentiment reflects appreciation for the precision and timely delivery of work, with no reported issues or areas for improvement, underscoring the perceived value in their investment.Was this helpful?
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UndisclosedUndisclosed10 - 49
Services provided
100% AccountingSee all 1 projectsRiverView Portfolio Ltd is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory for businesses with complex structures, particularly in the property sector. Clients appreciate their in-depth knowledge and efficiency improvements, with positive feedback highlighting their ability to enhance company organization and management. However, 20% of reviews suggest improvements in communication practices for better efficiency.
0 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Bookkeeping Services for Asset Management Company
4.5 — RiverView Portfolio Ltd provides bookkeeping services for an asset management company. They work on tasks that are related to value-added tax (VAT) and payroll management for two of the Read moreWas this helpful?
Industry Experience
RiverView Portfolio Ltd has demonstrated strong expertise in the consulting industry, particularly within property management and asset optimization for equipment rental businesses. Clients have praised their depth of knowledge, especially in property-related matters, which has led to improved operational efficiency and ROI. Overall sentiment is positive, suggesting they are best suited for complex business structures and clients with multiple properties or enterprises.
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ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive RiverView Portfolio Ltd as offering good value for money, particularly for businesses with multiple properties. One client noted their investment of approximately $3,000 resulted in improved operational efficiency and comprehensive support. The company's depth of knowledge in property management further enhances their perceived value. However, suggestions for improvement include better communication practices to streamline project management, indicating that while cost-effective, there are areas for potential enhancement in service delivery.Was this helpful?
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UndisclosedUndisclosed10 - 49Portsmouth, England
Services provided
25% Accounting25% Commercial Financing25% Financial Advising & Planning +1 service25% Insurance Services & BrokersSee all 1 projectsHughes Spencer is an accounting services firm specializing in bookkeeping, financial statement preparation, and tax filing. According to client feedback, they deliver excellent value for money and maintain effective communication, with 100% of reviewers highlighting their successful project outcomes and responsiveness. Their long-term commitment and expertise in financial reporting have been consistently praised, illustrating their reliability and proficiency in the field.
0 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services & Consultancy for Software Dev Company
4.5 — Hughes Spencer prepares the client's year-end accounts and provides financial consultancy. They use the client's accounting system to create an annual summary and tax reports, which they send to the Read moreWas this helpful?
Industry Experience
Hughes Spencer has demonstrated substantial expertise in the software industry, particularly in financial consulting and annual account preparation. Clients appreciate their reliable and efficient service, noting excellent value for money and responsiveness to queries. The overall sentiment is positive, with businesses in the software sector highlighting their strengths in managing financial reporting and providing consistent support. Potential clients within software development can expect a strong partnership focused on financial accuracy and efficiency.
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SoftwareWas this helpful?
Average Project Cost Breakdown
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Clients have praised Hughes Spencer for their excellent value for money, with one reviewer noting that the investment of approximately $26,000 has consistently met their needs with minimal issues. The director of a software development company highlighted the firm's willingness to address questions and concerns, reinforcing the sentiment that the cost is justified by the quality of service provided. Overall, the feedback indicates a strong alignment of cost with the value delivered.Was this helpful?
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UndisclosedUndisclosed2 - 9Bellevue, WA
Services provided
25% Accounting25% Commercial Financing25% Financial Advising & Planning +1 service25% Insurance Services & BrokersSee all 1 projectsdenali is a company specializing in providing accounting services, including bookkeeping, financial planning, and fractional CFO support, particularly for startups. Reviews highlight their impressive communication and expertise in scalable financial systems, with 100% positive feedback on faster financial closes and matured budgeting processes. However, there is occasional underestimation of task workload.
0 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Fractional CFO for Tech Startup
4.5 — denali is a tech startup’s accounting partner. They provide bookkeeping and fractional CFO services, and they advise about budgeting, compliance, and financial planning. They also help during Read moreWas this helpful?
Industry Experience
Denali has demonstrated strong expertise in the Software industry, particularly in supporting tech startups with fractional CFO services. Clients highlight their effective financial management, improved budgeting processes, and impactful communication. Overall sentiment is positive, with clients noting denali's commitment to their mission and impressive results, such as faster monthly closes. Potential clients in the tech startup sector may find denali's services particularly beneficial.
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SoftwareWas this helpful?
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Clients have generally praised denali for its cost-effectiveness, noting that their investment of around $30,000 has resulted in significant improvements in financial processes and reporting efficiency. One client highlighted that denali's services enabled a faster monthly close and a more scalable financial system, affirming that the value received justified the expense. However, there were mentions of occasional underestimations of task complexity, suggesting room for improvement in project scope assessment.Was this helpful?
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$1,000+$50 - $99 / hr1,000 - 9,999
Services provided
20% Advertising20% Branding10% Business Consulting +5 services10% Commercial Brokerage Services10% Financial Advising & Planning10% Graphic Design10% Print Design10% Social Media MarketingBill Board Advertising BD is a large Advertising company based in Dhaka, Bangladesh and Dhaka, Bangladesh. The team offers Advertising and Branding.
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$50,000+$100 - $149 / hr10 - 49Chesterbrook, PA
Services provided
16% Custom Software Development14% DevOps Managed Services14% Enterprise App Modernization +4 services14% IT Strategy Consulting14% Insurance Services & Brokers14% UX/UI Design14% Web DevelopmentAmalgam, a custom software development firm, was established in 2012. In Chesterbrook, Pennsylvania, the team offers Custom Software Development and UX/UI Design.
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$1,000+Undisclosed250 - 999Singapore, Singapore
Services provided
100% AccountingSee all 5 projectsOsome is a company specializing in Accounting Services, including corporate reporting, compliance, and monthly management accounts. While 50% of reviews praise their quick response and cost-effectiveness, others highlight challenges with timely delivery and meeting specifications. Improvements in customer service and communication were suggested by some clients.
1 of 2 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Corporate Reporting & Compliance Services for Energy Mgmt Co
5.0 — Osome was hired to provide corporate secretarial services for an energy management company. The team was responsible for the client's corporate reporting and compliance. Read moreWas this helpful?
Industry Experience
Osome has demonstrated expertise across the Information Technology, Wellness & Fitness, and Advertising & Marketing industries. In IT, they provided effective corporate compliance services with positive feedback on cost-effectiveness and responsiveness. However, in Wellness & Fitness, they faced criticism for lack of timely delivery and customer service. In Advertising & Marketing, challenges were noted in company registration and banking support. Overall, they are well-suited for IT projects but may struggle with service delivery in Wellness and Marketing sectors.
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Information technology Wellness & Fitness Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Client feedback on Osome's pricing reveals mixed sentiments regarding value for money. One client appreciated the cost-effectiveness and timely compliance, stating it fit their budget well. Conversely, another client criticized the service for not delivering on time, leading to frustrations and financial losses, indicating a lack of reliable value. Overall, while some clients found Osome's services affordable and satisfactory, others experienced significant issues that impacted their perception of worth.Was this helpful?
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UndisclosedUndisclosed10 - 49London, England
Services provided
100% AccountingSee all 2 projectsAccounts and Legal is an accounting services firm that offers bookkeeping, tax filing, and financial reporting. Feedback is mixed: one review praises their consistent service and effective communication, while another criticizes them for lack of results and unresponsiveness. Approximately 50% of reviews highlight positive outcomes, whereas the other 50% report dissatisfaction and unresolved issues.
Reviews mention High-quality work
Clients have consistently praised Accounts and Legal for delivering high-quality work and maintaining effective communication. One client noted their satisfaction with timely VAT refunds and the impressive consistency of service. The firm’s ability to manage accounts efficiently and respond to queries within a day further underscores their commitment to quality. Overall, the sentiment reflects a strong confidence in the firm's capabilities and effectiveness in meeting client needs.-
Accounting Services for Digital & General Marketing Firm
4.0 Oct 29, 2020Happy with the results, I've been able to keep track of everything I owe HMRC and get VAT refunds on time. The consistency of the service was impressive.
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0 of 2 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Digital & General Marketing Firm
4.0 — A digital and general marketing firm partnered with Accounts and Legal to help to manage their books and accounts. The goal was to pay taxes on time, get tax rebates, and navigate the general Read moreWas this helpful?
Industry Experience
Accounts and Legal demonstrates strong expertise in the Advertising & Marketing sector, providing effective bookkeeping and tax management services, resulting in positive client feedback. However, their performance in the Retail industry has raised concerns, with a significant review highlighting a lack of results and unprofessional service. Overall, the provider is well-suited for clients in the digital marketing space, while potential retail clients may experience challenges.
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Advertising & marketing RetailWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Overall sentiment regarding Accounts and Legal's cost and value for money is mixed. One client expressed satisfaction with a monthly fee of £120, considering it fair for the services rendered, while another reported a negative experience, paying over £1500 for inadequate service and no results. The disparity in feedback highlights a potential inconsistency in value delivery, with one reviewer recommending the firm for reliable service and another warning against it due to unresponsiveness and unmet expectations.Was this helpful?
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$1,000+$25 - $49 / hr50 - 249Greenwich, CT
Services provided
30% Accounting40% Finance & Accounting Outsourcing (FAO)20% Logistics & Supply Chain Consulting +1 service10% Business ConsultingFinance & Accounting Outsourcing (FAO) company Expertise Accelerated was established in 2020. Located in Greenwich, Connecticut, the team offers Finance & Accounting Outsourcing (FAO) and
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$5,000+$25 - $49 / hr2 - 9Singapore, Singapore
Services provided
50% Accounting50% Financial Advising & PlanningFutre Consulting Pte Ltd is a small Singapore, Singapore-based Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Lancaster, PA
Services provided
20% Accounting20% Business Consulting20% Content Writing Services +2 services20% Corporate Training & Coaching20% Web DesignFounded in 2021, Integro, a small web design agency, is headquartered in Lancaster, Pennsylvania and Paradise, Pennsylvania. Their team provides Web Design and Business Consulting.
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Undisclosed$25 - $49 / hr2 - 9
Services provided
25% Accounting25% Finance & Accounting Outsourcing (FAO)25% Financial Consulting +1 service25% HR OutsourcingSee all 2 projectsExperience the assurance of working with AccuSphere Finance– where your financial success is our priority. Our innovative solutions are designed to empower your business and streamline your
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UndisclosedUndisclosed1,000 - 9,999Charlotte, NC
Services provided
10% Accounting15% Benefits Administration15% Business Consulting +4 services15% Compliance Consulting15% Corporate Training & Coaching15% HR Consulting15% RecruitingSee all 1 projectsisolved offers a range of financial services including bookkeeping, tax preparation, and financial analysis. Clients appreciate their prompt delivery and adaptability, particularly in managing flexible payment schedules. Overall feedback highlights their reliability, secure processing, and good value for cost, making them a strong partner for financial tasks.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
60% Accounting40% Business ConsultingSee all 1 projectsMazars USA is an accounting services firm specializing in tax preparation, audit services, and financial reporting. Positive feedback highlights their effectiveness in completing audits and tax filings, with 100% of reviewers expressing satisfaction with their work quality and organizational skills. Despite some staff turnover, clients value their communication and reasonable approach to meeting client requirements.
0 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Annual Audit & Tax Filing for Oil and Energy Company
4.0 — Mazars USA provides tax services for an energy company. Their work includes an annual audit as well as routine tax filing. Read moreWas this helpful?
Industry Experience
Mazars USA has demonstrated expertise primarily in the Energy & Natural Resources sector, receiving positive feedback for their tax auditing and compliance services. Clients have noted their strong project management, effective communication, and the quality of their audit processes. Overall sentiment is favorable, indicating that Mazars USA is a reliable partner for companies in the energy sector seeking comprehensive financial services and support for tax-related challenges.
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Energy & natural resourcesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Mazars USA as offering good value for money, with one finance manager noting a yearly investment of $3,000 for effective auditing and tax filing services. They highlighted the company's communicative and organized approach, expressing satisfaction with the results and the overall engagement. The client mentioned no negative feedback, indicating a strong sentiment regarding the cost-effectiveness of the services provided.Was this helpful?
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UndisclosedUndisclosed10 - 49Danville, CA
Services provided
100% AccountingSee all 1 projectsJHS CPAs, LLP is an accounting services firm specializing in bookkeeping, tax preparation, and general accounting. Overall, feedback is positive, with clients noting their excellent project management and responsive communication. However, some suggest improvements in providing more consultative advice for cost savings.
0 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
General Accounting Services for SaaS Company
4.0 — JHS CPAs, LLP was hired by a SaaS company to provide them with standard accounting services such as tax preparation and bookkeeping. Read moreWas this helpful?
Industry Experience
JHS CPAs, LLP has demonstrated strong expertise in the software industry, particularly in providing bookkeeping and accounting services to SaaS companies. Clients have praised their excellent project management, responsiveness, and effective communication. Overall sentiment indicates satisfaction with their services, although there is room for improvement in offering more consultative advice on cost savings. Potential clients within the software sector may find JHS CPAs, LLP to be a suitable partner for their accounting needs.
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SoftwareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have generally expressed satisfaction with JHS CPAs, LLP regarding their pricing and value for money. One client noted a $5,000 investment for bookkeeping and accounting services, highlighting the successful delivery of all tasks and excellent project management. However, some feedback indicated a desire for more proactive cost-saving advice and consultative services. Overall, the sentiment reflects a positive assessment of the firm's responsiveness and communication, despite minor areas for improvement.Was this helpful?
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UndisclosedUndisclosed50 - 249Englewood, CO
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsRichey May & Co., LLP is a distinguished Accounting Services firm specializing in financial statement preparation, tax reporting, and business auditing. The company consistently delivers on time and within budget while maintaining high standards, earning 100% positive feedback for their expertise in financial auditing and effective communication.
0 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Business Consulting for Fintech Company
4.0 — A fintech company hired Richey May & Co., LLP to provide business consulting. They do tax reporting for the client and their customers by auditing the financials of every fund to Read moreWas this helpful?
Industry Experience
Richey May & Co., LLP has demonstrated robust expertise in the financial services industry, particularly in fintech, where they provide thorough audit and tax reporting services. Clients commend their punctual delivery, regulatory knowledge, and effective communication. The sentiment is overwhelmingly positive, with feedback highlighting their reliability and professionalism. Potential clients in financial services can expect a strong partner for compliance and auditing needs.
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Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express high satisfaction with Richey May & Co., LLP's cost-effectiveness and value for money. One client noted a $100,000 investment, highlighting timely delivery and adherence to regulations. The firm is praised for meeting deadlines and staying within budget, reflecting strong project management. Overall sentiment suggests that their expertise and reliability justify the investment, with clients recommending their services for efficient financial auditing.Was this helpful?
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UndisclosedUndisclosed10 - 49Ciudad de México, Mexico
Services provided
80% Accounting10% Business Consulting5% Recruiting +1 service5% StaffingSee all 1 projectsDRH Contadores is a proficient accounting services firm excelling in bookkeeping, tax preparation, and financial statement preparation. With 100% positive feedback, clients commend their quality service and compliance with requests. Their efficient communication via email, WhatsApp, and telephone further enhances client satisfaction.
0 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accountancy Services for Software Development Company
4.0 — DRH Contadores provided accounting services for a software company. Their team prepared general calculations and managed the company's bank account, among several other tasks. Read moreWas this helpful?
Industry Experience
DRH Contadores has garnered positive feedback primarily from clients in the IT Services sector. Clients have praised their expertise in accounting management, particularly in payroll calculations and tax compliance. Their strengths lie in timely communication and the quality of service provided. Overall, sentiment in the IT industry indicates a strong alignment with organizations seeking reliable accounting solutions, making DRH Contadores a suitable partner for similar enterprises.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend DRH Contadores for delivering high-quality accounting services at competitive prices, emphasizing the value for money. One client highlighted that the decision to engage the firm was driven by their pricing and service quality. Overall, feedback indicates satisfaction with the company's compliance and responsiveness, with no reported areas for improvement, reinforcing a positive sentiment regarding their cost-effectiveness.Was this helpful?
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UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
100% AccountingSee all 1 projectsAmbrozy Accounting is an accounting services firm specializing in bookkeeping and tax preparation. The company is praised for its strategic tax advice and local connection, which clients find beneficial. While 100% of reviews commend their helpfulness and strategic impact, a suggestion for improved communication was noted.
0 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Prep & Bookkeeping for Digital Marketing Firm
4.0 — Ambrozy Accounting provided tax preparation and filing services to the client. They also helped with bookkeeping. Read moreWas this helpful?
Industry Experience
Ambrozy Accounting has received positive feedback primarily from clients in the Advertising & Marketing industry, highlighting their expertise in tax preparation and bookkeeping. Clients appreciate their local presence, affordability, and strategic guidance, which have notably benefited their business operations. Overall sentiment is favorable, emphasizing strengths in personalized service and effective problem-solving, making them a suitable choice for businesses seeking reliable accounting support in this sector.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Ambrozy Accounting is perceived as a cost-effective choice, with clients noting their flexibility and affordability. One client highlighted a monthly investment of approximately $500 for valuable tax preparation and bookkeeping services, emphasizing the strategic support they received that positively impacted their business. Overall, the sentiment is favorable regarding the value for money, although some clients suggested improvements in communication.Was this helpful?
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UndisclosedUndisclosed250 - 999London, England
Services provided
100% AccountingSee all 1 projectsMoore Kingston Smith LLP is an accounting firm offering services such as bookkeeping, financial reporting, and tax preparation. Reviews indicate they are particularly effective in communication and deadline management, with 80% of feedback highlighting their supportive role during fundraising. However, 20% note that their premium pricing may not suit all startups.
0 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting for Marketplace Creation Tool
4.0 — Moore Kingston Smith LLP offered accounting services to a marketplace software startup. They helped advise on time-sensitive issues as the startup went through the fundraising process. Read moreWas this helpful?
Industry Experience
Moore Kingston Smith LLP has demonstrated expertise in the IT Services sector, providing essential accounting support during fundraising phases for startups. Clients have noted their strengths in connecting businesses with specialists and maintaining clear communication, although some perceived the cost as high for smaller companies. Overall, their reputation as a top-tier firm is recognized, making them a suitable choice for businesses seeking comprehensive accounting services, particularly in technology-driven industries.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Moore Kingston Smith LLP as a reputable firm, but there are mixed sentiments regarding their cost and value for money. One client noted that while the account manager was supportive during crucial fundraising phases, the overall value received did not fully justify the expense, particularly for startups with limited budgets. They acknowledged the firm's strong reputation but suggested that their rates might be more suitable for larger companies than for smaller enterprises.Was this helpful?
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UndisclosedUndisclosed10 - 49Burlington, MA
Services provided
100% AccountingSee all 1 projectsThe Brighton Company LLC is an accounting services firm providing comprehensive support, including bookkeeping, financial reporting, and financial analysis. The firm is praised for its dedication and personalized approach, with 100% of reviewers appreciating their commitment to client growth. However, some clients noted occasional delays in response times. Overall, the company is valued for its reliable and supportive service.
0 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Digital Agency
4.0 — The Brighton Company LLC supplies ongoing accounting services. They serve as a resource for answering questions, providing guidance, and advising best practices. Read moreWas this helpful?
Industry Experience
The Brighton Company LLC has demonstrated expertise primarily in the IT Services sector, where they provide comprehensive accounting support to digital agencies. Clients appreciate their personable approach and dedication to client growth, noting their capacity to address complex financial queries effectively. However, feedback indicates occasional delays in communication. Overall, potential clients in the IT Services industry seeking reliable accounting support may find The Brighton Company LLC to be a suitable partner.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of The Brighton Company LLC generally perceive their services as offering good value for money. One client noted an investment of approximately $8,000, emphasizing the support and personalized attention received, which they found beneficial for their business growth. However, some feedback indicated occasional delays in communication, which could impact the overall experience. Overall, the sentiment reflects satisfaction with the company's cost relative to the services provided.Was this helpful?
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UndisclosedUndisclosed50 - 249Tewksbury, MA
Services provided
75% Accounting25% Business ConsultingSee all 1 projectsThe MFA Companies specialize in providing comprehensive accounting services, emphasizing tax preparation and financial advisory. Reviewers highlight their strong project management skills and responsiveness, with 100% positive feedback on their ability to meet deadlines and facilitate seamless communication. Their use of the Suralink platform ensures efficient tax filing and financial statement preparation.
0 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Preparation for Digital Agency
4.0 — The MFA Companies provides tax preparation services for a web development firm. Using Suralink to track and gather materials, they submit annual taxes for the business. Read moreWas this helpful?
Industry Experience
The MFA Companies has received positive feedback primarily in the IT Services sector. Clients highlight their expertise in tax management and project responsiveness, utilizing the Suralink platform for streamlined communication and organization. They are praised for their clarity, efficiency in meeting deadlines, and supportive team structure. Overall, sentiment in this industry is highly favorable, indicating a strong fit for companies seeking reliable financial management and IT service support.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have reported that The MFA Companies provide significant value for the cost of their services, with one finance manager noting an investment of $25,000–$30,000 for tax assistance. The company’s responsiveness and effective use of the Suralink platform enhance their service delivery, ensuring clarity and adherence to deadlines. Overall, feedback indicates a positive sentiment regarding the company's pricing relative to the quality of service provided, with no noted areas for improvement.Was this helpful?
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsAtchley & Associates, LLP is a firm specializing in Accounting Services, including Tax Preparation and Financial Statement Preparation. Feedback highlights their efficiency and responsiveness, though 100% of reviewers noted a need for clearer communication on project scope. Despite this, they are recognized for their proficiency in handling tax-related tasks for nonprofits.
0 of 1 Accounting reviews are 5 stars$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Preparation for Healthcare Advocacy
4.0 — Atchley & Associates, LLP provided tax preparation and filing services for a nonprofit health advocacy group. Their team handled the end of year filings. Read moreWas this helpful?
Industry Experience
Atchley & Associates, LLP has received positive feedback primarily in the healthcare industry, particularly from non-profit organizations. Clients praised their efficiency in tax preparation and responsiveness, though some noted communication issues regarding project scope. Overall, the sentiment is favorable, indicating that the firm is well-suited for healthcare-related financial services, especially tax-related needs. Prospective clients should ensure clarity on project parameters to enhance collaboration.
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HealthcareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Atchley & Associates, LLP provides satisfactory services, particularly in tax preparation for nonprofits. However, clients have noted concerns regarding affordability, with one reviewer indicating that additional bookkeeping services were not financially viable for their organization. Overall, while the firm is praised for efficiency and responsiveness, the need for clear communication about project scope and costs is emphasized to ensure value for money.Was this helpful?
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UndisclosedUndisclosed10 - 49Surbiton Kingston upon Thames, England
Services provided
90% Accounting10% Business ConsultingSee all 1 projectsTax Affinity Accountants is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With 100% positive feedback from reviews, clients appreciate their cost-effectiveness and expertise in government taxes. While initial communication issues were noted, they have been resolved, reflecting the firm's commitment to client satisfaction.
0 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Accounting, Bookkeeping, & Advisory for Fragrance Co.
4.0 — A fragrance subscription service hired Tax Affinity Accountants for their bookkeeping services. The team also assists with VAT returns and end of year accounts. Read moreWas this helpful?
Industry Experience
Tax Affinity Accountants has received positive feedback from clients in the Beauty & Cosmetics industry, particularly for their bookkeeping, VAT returns, and financial advisory services. Clients appreciate their cost-effectiveness and expertise in government taxes and business claims. Overall sentiment indicates strong performance, with minor communication challenges initially noted, which were addressed effectively. This suggests that Tax Affinity Accountants is well-suited for businesses seeking reliable accounting support in the Beauty & Cosmetics sector.
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Beauty & CosmeticsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Tax Affinity Accountants is recognized for providing excellent value for money, with clients highlighting their competitive pricing, such as £80 per month for comprehensive services. Reviewers appreciate their expertise in government taxes and business claims, which enhances the perceived value. Despite initial communication challenges, clients noted the firm's commitment to improvement and overall satisfaction with the cost-effectiveness of their services.Was this helpful?
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UndisclosedUndisclosed2 - 9
Services provided
100% AccountingSee all 1 projectsNRS Accounting Services Inc. is an accounting firm that offers comprehensive accounting services, including bookkeeping, tax preparation, and financial advisory. The overall feedback is highly positive, with clients praising their insightful financial advice and responsiveness, despite occasional deadline issues. Notably, they are commended for their willingness to work with smaller clients and their dedication to understanding client needs.
0 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Advertising Agency
4.0 — NRS Accounting Services Inc. provides extensive accounting services to an advertising agency. They oversee all HR, payroll, insurances, budgets, and accounts. Read moreWas this helpful?
Industry Experience
NRS Accounting Services Inc. has garnered positive feedback primarily from the advertising & marketing sector, particularly working with immigration law firms. Clients appreciate their expertise in formalizing accounts, budget definition, and comprehensive management of HR, payroll, and taxation. The firm is recognized for its responsiveness, thorough insights, and willingness to accommodate smaller clients. Overall sentiment indicates strong satisfaction within this industry, highlighting NRS as a valuable partner for businesses seeking robust accounting and tax services.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express a positive sentiment regarding the value for money provided by NRS Accounting Services Inc., noting their thoroughness and insightful financial advice. One client highlighted a significant investment of $350,000 over many years, emphasizing the quality of service received in return. They appreciate the company's willingness to engage with smaller clients and provide tailored support, although some mention occasional deadline issues. Overall, clients feel that the services justify the costs incurred.Was this helpful?
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UndisclosedUndisclosed2 - 9
Services provided
100% Financial Advising & PlanningSee all 1 projectsNordex Solutions is a financial service provider specializing in merchant services and cost-saving initiatives for businesses. While they effectively reduced transaction fees from 2% to 1.3%, feedback indicates areas for improvement, such as quicker proposal turnaround and enhanced communication. Despite some criticisms, they have consistently delivered significant financial savings for their clients.
0 of 1 Accounting reviews are 5 starsUnknown avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Payment Processing Service for E-Commerce Site
4.0 — Nordex Solutions administers and processes the customer’s payments for an e-commerce merchant. They implemented an API that processes the payments from the site to the client’s bank account. Read moreWas this helpful?
Industry Experience
Nordex Solutions has demonstrated expertise primarily in the Consumer Products sector, specifically in e-commerce. Feedback indicates strong strengths in cost savings through effective negotiation of transaction fees, achieving significant reductions for clients. However, areas for improvement include project management, detailed communication, and turnaround times. Overall sentiment in this industry is positive, with clients appreciating the financial impact but noting the need for enhanced service delivery.
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Consumer ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Nordex Solutions as providing significant cost savings and value for money, particularly through their negotiation of transaction fees. One client noted a reduction from 2% to 1.3%, resulting in substantial monthly savings. However, feedback also highlights areas for improvement, specifically in communication and proposal detail, with one client expressing dissatisfaction with the slow turnaround time and lack of comprehensive information provided. Overall, the sentiment reflects satisfaction with savings but calls for enhanced service delivery.Was this helpful?
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UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Services provided
50% Insurance Services & Brokers30% Logistics & Supply Chain Consulting20% Ocean FreightSee all 1 projectsFlexport is a logistics and supply chain company specializing in US customs brokerage and international forwarding services. Reviewers highlight Flexport's advanced use of AI and machine learning, leading to 20%-30% cost savings for clients. Their intuitive portal offers high shipment visibility and facilitates collaborative processes, although some users note limited direct human interaction. Overall, Flexport has received predominantly positive feedback for their efficiency and innovative systems.
Industry Experience
Flexport has demonstrated expertise in the manufacturing sector, particularly in logistics and customs brokerage. Clients highlight their use of AI and machine learning for efficiency, resulting in significant cost savings and enhanced shipment visibility. The positive feedback emphasizes their project management capabilities and innovative portal for collaboration. Overall sentiment in manufacturing is highly favorable, indicating Flexport's suitability for companies needing robust logistics solutions.
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ManufacturingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Flexport has received positive feedback regarding their overall cost and value for money. Clients have reported savings of 20%–30% in customs-related costs due to Flexport's efficient use of AI and machine learning, which minimizes manual data entry. The investment range of $250,000–$500,000 has been deemed worthwhile, with clients appreciating the high visibility and collaborative tools offered through Flexport's portal. Overall, the sentiment indicates that Flexport provides significant value relative to their pricing.Was this helpful?
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$1,000+< $25 / hr250 - 999Beijing, China
Services provided
25% AI Development25% Financial Advising & Planning25% IT Managed Services +1 service25% Logistics & Supply Chain ConsultingSee all 1 projectsFormax BPO Beijing Inc is a digital publishing service provider specializing in data processing, knowledge indexing, and structured typesetting for scientific and technological journals. Clients appreciate their strong execution and international perspective, evidenced by the processing of over 300,000 documents. While service and communication are satisfactory, there is room for improvement in data quality and pricing.
Industry Experience
Formax BPO Beijing Inc has demonstrated strong capabilities in the publishing industry, particularly in digital publishing and content production for medical science and technology. Clients appreciate their foreign service experience, execution strength, and stable digital production team. The company has successfully processed over 300,000 documents and displayed effective project management. Overall sentiment is positive, although suggestions for improvement include enhancing data quality and staff training.
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PublishingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have generally perceived Formax BPO Beijing Inc. as providing satisfactory value for money, noting their strong execution and experience in digital publishing. One reviewer highlighted the need for improved data quality and suggested reducing charges for mature business operations. Overall, the sentiment reflects a recognition of the company's capabilities, though some clients advocate for more competitive pricing and enhanced service quality.Was this helpful?
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UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
100% AccountingSee all 1 projectsMATRIX ACCOUNTING SERVICES is a professional accounting firm specializing in Tax Preparation and Accounting Services. Client feedback highlights a 100% positive experience, emphasizing their precise results, time efficiency, and proactive approach. They excel in tax filing and savings, proving to be a valuable partner for businesses seeking reliable financial solutions.
0 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Filing for Online Clothing Store
4.0 — MAX ACCOUNTING SERVICES leads the tax filing efforts of a clothing store. They collate the client's bookkeeping documents and comply with government policies by filing taxes before mandated Read moreWas this helpful?
Industry Experience
MATRIX ACCOUNTING SERVICES has demonstrated strong expertise in the retail industry, particularly in tax consulting and bookkeeping. Clients appreciate their proactive approach, timely delivery, and ability to resolve financial discrepancies, leading to effective tax savings. Overall sentiment is highly positive, indicating that businesses in retail seeking efficient accounting solutions would find MATRIX ACCOUNTING SERVICES to be a reliable partner.
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RetailWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express strong satisfaction with MATRIX ACCOUNTING SERVICES' cost-effectiveness and overall value. One client noted spending approximately $500 CAD for tax consulting services, highlighting significant time savings and accurate tax filings as key benefits. The consultant's proactive approach and ability to deliver precise results quickly further reinforce the company's value for money, with clients affirming that the investment is worthwhile.Was this helpful?
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UndisclosedUndisclosed2 - 9Aurora, CO
Services provided
20% Accounting80% HR ConsultingSee all 1 projectsEL-ITE Consulting is a business solutions company specializing in staff augmentation and client training services. Reviews highlight their impressive expertise and familiarity with systems, with 100% positive feedback on their training capabilities. The team is praised for patience and effective communication, though there is a suggestion to expand their workforce.
Industry Experience
EL-ITE Consulting has received positive feedback primarily in the Human Resources industry, where they have demonstrated expertise in staff augmentation and client training. Reviewers commend their deep knowledge of systems and effective communication skills, leading to high customer satisfaction. Their strengths include project management and the ability to meet deadlines. Potential clients in Human Resources seeking training and custom project support would find EL-ITE Consulting a strong fit.
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Human ResourcesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have generally expressed satisfaction with EL-ITE Consulting's cost-effectiveness and the value they provide. One client noted a $50,000 investment, highlighting the impressive knowledge base and training capabilities of the team, which led to positive customer feedback. The firm consistently meets deadlines and demonstrates strong project management, suggesting that clients receive good value for their investment. However, there is a suggestion for the company to expand its team to enhance service delivery.Was this helpful?
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Undisclosed$25 - $49 / hr2 - 9
Services provided
10% Accounting15% Advertising15% Content Marketing +5 services15% Search Engine Optimization15% Social Media Marketing10% Pay Per Click10% Web Design10% Web DevelopmentBlack & White Creative is a small Advertising company headquartered in Reedsville, West Virginia. Their services include Advertising and Social Media Marketing.
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Undisclosed< $25 / hr10 - 49Kyiv, Ukraine
Services provided
25% Accounting30% Finance & Accounting Outsourcing (FAO)15% Business Consulting +3 services10% Finance Law10% Financial Advising & Planning10% Tax LawSee all 4 projectsSolvensy® Outsourcing Company Bookkeeping services in the USA for small businesses. QuickBooks Online bookkeeping. We have QuickBooks Online Proadvisor certificate. Accounting services in the
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UndisclosedUndisclosed50 - 249Colchester, VT
Services provided
20% Accounting20% Mobile & App Marketing20% Pay Per Click +2 services20% Search Engine Optimization20% Social Media MarketingSee all 1 projectsCPA Site Solutions provides website creation and maintenance services, specifically tailored for CPA firms to enhance networking and client communication capabilities. Reviews highlight their positive ratings and cultural compatibility. The feedback emphasizes successful client acquisition through the website, with a recommendation for keeping up with industry trends.
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UndisclosedUndisclosed1,000 - 9,999Arlington, VA
Services provided
100% AccountingSee all 2 projectsGrant Thornton LLP is a prominent provider of Accounting Services, including Audit Services and Tax Preparation. Approximately 50% of the feedback highlights their proficiency in financial analysis and tax filings, while others note inconsistent project management and communication. Despite these challenges, they are commended for their expertise in specialized areas like SR&ED claims.
Reviews mention Great project management
Client feedback highlights Grant Thornton LLP's effective project management, noting their ability to handle corporate tax returns independently after initial collaboration. One CEO emphasized their seamless communication through email and phone, contributing to a smooth process. Overall, the sentiment is positive, with clients appreciating their expertise in complex areas like SR&ED claims, although there is a suggestion for the implementation of additional project management methods.-
Accounting Services for Ophthalmic Materials Company
4.0 Nov 16, 2021Their project management was good. We use email and phone calls to communicate. They could implement more project management methods. However, we’ve been able to work well together without needing a special tool, so it’s not a big deal.
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0 of 2 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Ophthalmic Materials Company
4.0 — Grant Thornton LLP provides accounting services to an ophthalmic materials company. They file annual corporate tax returns and help with SR&ED claims. Additionally, they offer financial planning Read moreWas this helpful?
Industry Experience
Grant Thornton LLP has demonstrated expertise across diverse industries such as Arts, Entertainment, Nonprofits, and Advanced Ophthalmic Materials. Clients in the nonprofit sector appreciate their auditing capabilities, though some highlighted challenges with project management and customer service. In the advanced materials industry, the firm's proficiency in corporate tax returns and SR&ED claims received high praise. Overall, sentiment varies by industry, with strengths in tax-related services and auditing, while acknowledging the need for improved communication and project management.
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Arts, entertainment & music Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Grant Thornton LLP as providing good value for money, particularly in their expertise and reliability. One client noted a positive experience with tax return filings, stating, "We haven’t had any issues with the local government about our tax returns," indicating effective service. However, another client expressed concerns about project management and communication, suggesting that while their services are valuable, improvements in customer service and adherence to timelines could enhance overall satisfaction.Was this helpful?
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UndisclosedUndisclosed10 - 49North Vancouver, Canada
Services provided
100% AccountingSee all 1 projectsBrian Dougherty Ltd. is an accounting services firm specializing in corporate tax preparation and filing. While 100% of reviewers appreciate their expertise in corporate tax, particularly for small businesses, and commend their financial advisory services, some, representing 100% of the reviews, suggest improvements in communication and response times.
Industry Experience
Brian Dougherty Ltd. has received positive feedback primarily within the healthcare sector, particularly from optometry businesses. Clients commend their expertise in corporate tax preparation and financial planning, noting impactful guidance that led to significant financial benefits. While their industry knowledge is well-regarded, reviews suggest a need for improved project management and customer service responsiveness. Overall, their strengths are evident in the healthcare industry, making them a suitable choice for similar small businesses seeking financial expertise.
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HealthcareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have generally found Brian Dougherty Ltd. to offer good value for money, with services costing less than $10,000 and providing significant insights, such as securing a GST credit. However, some feedback indicates that while their expertise in corporate tax preparation is commendable, responsiveness and project management could be improved, suggesting a mixed sentiment regarding overall customer service relative to the value of their financial services.Was this helpful?
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$5,000+Undisclosed250 - 999Knoxville, TN
Services provided
80% Accounting10% Business Consulting10% IT Strategy ConsultingFounded in 1983, PYA is an Accounting company. The firm offers Accounting and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Fraião, Portugal
Services provided
20% Accounting20% Business Consulting20% Business Valuation Services +2 services20% Financial Consulting20% Funding & InvestmentProgest - Consultoria Empresarial, a Business Consulting company, was established in 2001. They focuses on Business Consulting and Accounting.
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$1,000+$50 - $99 / hr10 - 49Ahmedabad, India
Services provided
20% Accounting10% Architectural Design10% Back Office Outsourcing +6 services10% Digital Strategy10% Graphic Design10% HR Outsourcing10% Low/No Code Development10% Social Media Marketing10% Web DesignEstablished in 2020, CHAPA KAZI BUSINESS SERVICES is a web design company. The team specializes in Web Design and Accounting and is headquartered in Ahmedabad, India.
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$5,000+$100 - $149 / hr50 - 249Lagos, Nigeria
Services provided
20% Accounting20% Corporate Training & Coaching20% Marketing Strategy +7 services10% Business Consulting10% Financial Consulting10% HR Consulting3% HR Outsourcing3% Recruiting2% PEO/Employee Leasing2% StaffingWorkforce Group, a Marketing Strategy company, was established in 2004. The midsize team specializes in Marketing Strategy and Corporate Training & Coaching.
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Undisclosed$150 - $199 / hr50 - 249Charleston, SC
Services provided
95% Accounting5% Financial Advising & PlanningAccountfully, an Accounting company, is located in Charleston, South Carolina and Nashville, Tennessee. The team offers Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49Zagreb, Croatia
Services provided
70% Accounting10% Business Consulting10% Commercial Financing +1 service10% Financial Advising & PlanningAstra Poslovni Inženjering is an Accounting company. They are located in Zagreb, Croatia, and their services include Accounting and Business Consulting.
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At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
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We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
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- Market presence
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
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Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 15 Financial Services Companies
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.
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