What services do financial services providers offer?

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.

How much does it cost to hire a financial services firm?

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.

How do I choose the right financial services provider?

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.

What are red flags to watch for in a financial services company?

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

What questions should I ask before hiring a financial services provider?

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?

How do financial services firms measure ROI?

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.

Home Financial Services

Top Financial Services Firms

Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.

Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.

Ratings Updated: July 18, 2026

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Featured

What are Featured Providers?
CSTMR

4.9 7 reviews
Verified

$50,000+

$200 - $300 / hr

10 - 49

Bee Cave, TX

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency specializing in fintech and startup clients, offering services such as branding, website development, and SEO optimization. The reviews reveal a 100% positive feedback rate, highlighting impressive project management, responsive communication, and strategic expertise. Over 50% of reviewers commend CSTMR's ability to enhance brand awareness and digital presence, while all mention the agency’s strong partnership approach and commitment to client success.

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Reviews mention Easy to work with
Clients consistently describe CSTMR as accessible and easy to work with, highlighting the company's commitment to partnership. One client emphasized the team's dedication, noting that CSTMR's CEO and Co-Founder acted as true partners throughout the project. Regular communication and effective project management were also praised, contributing to an overall positive sentiment regarding collaboration and support.

Website & CRM for Public Risk Pool

5.0 Apr 24, 2019

They’re accessible, easy to work with, and committed to our organization. Rory (CEO, CSTMR Digital Marketing) and Jack (Co-Founder, CSTMR Digital Marketing) have been true partners every step of the way. They and their remote team invested time to understand our needs and the tools we wanted. They’re an extension of our team.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews for CSTMR reflect a highly positive sentiment, emphasizing their expertise in branding and content strategy. A client from ValidMind noted that CSTMR's understanding of the fintech sector and methodical project management led to a threefold increase in website traffic and customer acquisition post-engagement. The agency's responsiveness and timely delivery were particularly praised, with no identified areas for improvement. Clients recommend clarity in project goals to maximize collaboration.
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More responsive than most other service providers

CSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Sydney, Australia

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

Talent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more
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Industry Experience

Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisure

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What Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.
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Skyline Accounting

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Coventry, RI

Services provided

80% Accounting

20% Business Consulting

Skyline Accounting is a firm specializing in Accounting Services, including Financial Reporting, Inventory Management, and Business Auditing. Clients praise their detail-oriented and persistent approach, with 100% of reviewers noting their thoroughness and effective problem-solving skills. Their proactive communication and ability to foster a positive client relationship are also highly commended.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Reporting & Inventory Analysis for Welding Firm
5.0 — Skyline Accounting performs accounting services for a welding firm. They create monthly financial reports. The team also performs inventory checks and reconciles the client's records. Read more
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Industry Experience

Skyline Accounting has received positive feedback primarily from clients in the construction industry, particularly in inventory management and financial reporting. Clients commend their detail-oriented approach, strong communication skills, and persistence in resolving issues. The overall sentiment is highly favorable, indicating that Skyline Accounting is well-equipped to support businesses in the construction sector, especially those needing thorough financial oversight and inventory control.
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Construction

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently commend Skyline Accounting for their detailed and thorough approach, highlighting the value they provide relative to their cost. One client noted their persistence in resolving variances and appreciated the weekly communication and responsiveness. Overall, feedback indicates a strong sentiment of satisfaction, with clients feeling that the investment in their services is justified, as reflected in comments recommending their partnership without hesitation.
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Davis Tax Services

5.0 1 review

Undisclosed

Undisclosed

Freelancer

Chicago, IL

Services provided

100% Accounting

Davis Tax Services is an accounting firm specializing in tax preparation, bookkeeping, and financial advisory services. They excel in thoroughness, prompt communication, and knowledgeable tax support, with 100% of reviewers noting their impactful assistance in achieving financial goals. The firm is praised for its efficiency, though scalability may enhance service as business grows.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Lingerie & Loungewear Company
5.0 — Davis Tax Services provides an extensive accounting and tax services to a lingerie and loungewear company. The team helps build the financial aspect of the business. Read more
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Industry Experience

Davis Tax Services has demonstrated expertise in the retail industry, notably supporting businesses like Truly Toya with comprehensive tax and accounting services. Clients commend their thoroughness, effective communication, and promptness, highlighting the positive impact on financial understanding and business growth. Overall sentiment reflects strong satisfaction, particularly in retail, suggesting they are well-suited for companies seeking reliable accounting support to navigate tax complexities.
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Retail

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with Davis Tax Services regarding cost and value for money, noting a $5,000 investment for comprehensive tax and accounting support. One client highlighted their thoroughness and knowledge, stating that the service positively impacted their understanding of financial goals. Overall, feedback indicates that the company provides prompt and effective service, reflecting good value, though there are suggestions for improvement in team expansion to manage growing demand.
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Paul Gupta and Associates

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Oakville, Canada

Services provided

90% Accounting

10% Business Consulting

Paul Gupta and Associates is a CPA firm offering comprehensive accounting services, including tax preparation, financial advisory, and business auditing. With over 15 years of collaboration, 100% of reviewers emphasize their adept handling of complex tax systems and personalized financial advice. Their dual expertise as accountants and business owners is noted as a significant advantage.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Marketing Agency
5.0 — Paul Gupta and Associates provides ongoing accounting services for a marketing agency. Along with giving financial advice, the team assists with settling personal, corporate, and harmonized Read more
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Industry Experience

Paul Gupta and Associates has received positive feedback primarily from clients in the Advertising & Marketing industry, emphasizing their expertise in tax strategy and business structuring. Clients appreciate their proactive approach, personalized service, and deep understanding of complex tax regulations. The firm is particularly noted for its ability to prevent overpayment of taxes, providing significant financial savings. Overall, their strengths lie in customer service, industry knowledge, and tailored financial advice, making them well-suited for businesses seeking comprehensive tax and financial management.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Paul Gupta and Associates' cost-effectiveness, noting significant savings on taxes and comprehensive financial guidance. One client highlighted an investment of over $50,000 since 2005, emphasizing the firm's role in preventing overpayment and providing valuable insights on tax regulations. Overall, feedback indicates that the firm offers substantial value for money, particularly for businesses navigating complex tax systems, despite occasional challenges in communication during peak seasons.
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BlueRock

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Melbourne, Australia

Services provided

100% Accounting

BlueRock is a dynamic professional services firm offering comprehensive Accounting Services, including Tax Filing and Financial Advisory, along with legal and business strategy support. The reviews highlight BlueRock's innovative approach and their commitment to pushing boundaries, with 100% of reviewers lauding their youthful and unconventional style. Clients appreciate their proactive assistance, particularly in exploring government grants and other business growth opportunities.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Legal & Accounting Services for Fitness Software Company
5.0 — BlueRock was involved in the legal formation of a fitness software platform. They did the app’s terms and conditions, and they manage ongoing accounting work. This includes quarterly and annual Read more
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Industry Experience

BlueRock has demonstrated expertise across the Hospitality & Leisure industry, particularly in providing legal, accounting, and business strategy services. Clients commend their innovative approach and ability to adapt to unique business needs, with feedback highlighting their supportive engagement and effective communication. The overall sentiment is positive, indicating BlueRock's strength in fostering client relationships and delivering impactful solutions, making them a suitable choice for startups and companies seeking dynamic professional services.
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Hospitality & leisure

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive BlueRock's services as providing good value for money, with investments ranging from $10,000 to $50,000 AUD. One client highlighted the quality of legal and accounting services received, noting they have been 'great' and effective. The firm's innovative approach and willingness to explore various avenues for client support, such as government grants, further enhance their perceived value. Overall, sentiment regarding cost-effectiveness is positive, with no major complaints noted.
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Mark B Lackie CPA

5.0 1 review

Undisclosed

Undisclosed

2 - 9

San Antonio, TX

Services provided

100% Accounting

Mark B Lackie CPA specializes in accounting services, including bookkeeping, tax preparation, and financial reporting tailored to nonprofits. The overall feedback is overwhelmingly positive, with 100% of reviewers praising his personalized service and commitment to transparency. Clients particularly value his expertise in managing IRS 990 forms and his proactive communication, making him a trusted partner for financial advisory and accounting needs.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookeeping for Nonprofit
5.0 — Mark B Lackie, PC provides accounting and bookkeeping services to a nonprofit organization. He refined the accounting process and helped deliver the client's reporting obligations for Read more
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Industry Experience

Mark B Lackie CPA has demonstrated expertise primarily in the nonprofit and media sectors, receiving positive feedback for his thoroughness in handling accounting and bookkeeping tasks crucial for transparency and accountability. Clients appreciate his personalized service, responsiveness, and ability to meet deadlines, particularly regarding IRS 990 tax filings. The overall sentiment is highly favorable, especially for organizations that prioritize financial clarity and integrity in their operations.
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Media

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Mark B Lackie CPA is recognized for providing exceptional value for money, with clients noting that services cost less than $5,000 for comprehensive accounting support. One client highlighted Mark's ability to secure better deals for QuickBooks, enhancing overall cost-effectiveness. The sentiment is overwhelmingly positive, with clients appreciating his personalized service, responsiveness, and commitment to transparency, further reinforcing the belief that he offers significant value for the investment made.
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Mayflower Accountancy

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Services provided

100% Accounting

Mayflower Accountancy is an expert in accounting services, providing bookkeeping, tax preparation, and financial advisory support. Clients praise their structured project management and quick responsiveness, with 100% of reviewers highlighting their valuable business advice and accessibility. They excel at supporting small and growing businesses with multiple revenue streams.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Lifestyle Brand
5.0 — A lifestyle blogger hired Mayflower Accountancy for their accounting support. They help the client get their finances in order to improve their business tactics. Read more
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Industry Experience

Mayflower Accountancy has received positive feedback particularly from clients in the media industry, such as bloggers and small business owners. Clients appreciate their structured project management, quick responsiveness, and extensive business advice, which aids in financial decision-making and growth strategies. Overall, the sentiment reflects a strong expertise in supporting small and growing businesses, particularly those with diverse revenue streams, making them a suitable choice for clients in the media and hospitality sectors.
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Media

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive Mayflower Accountancy as providing good value for money, particularly for small and growing businesses. One client noted an investment of around £1,000, highlighting the substantial business advice received in return. The firm's responsiveness and structured project management were also praised, with feedback indicating that they often exceed expectations. Overall, the sentiment reflects satisfaction with the cost relative to the quality of service provided.
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Han Group LLC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Washington, DC

Services provided

90% Accounting

10% Financial Advising & Planning

Han Group LLC is a comprehensive accounting services firm, specializing in outsourced CFO services, financial management, audit services, and bookkeeping. They consistently receive positive feedback, with 100% of clients praising their detailed financial reporting, audit expertise, and leadership in nonprofit financial management. Their client-centric approach and ability to simplify complex financial processes are highly commended.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Auditing Services for Youth Safety Nonprofit
5.0 — A youth safety nonprofit hired Han Group LLC to provide them with their extensive financial management services. The team initially provided the organization with their auditing services. Read more
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Industry Experience

Han Group LLC has received exceptional feedback primarily from the nonprofit sector, where they serve as outsourced financial management partners. Clients praise their expertise in financial reporting, audit management, and adaptability during challenges such as COVID-19. Their strengths include detailed analytics, client-centered service, and the ability to simplify complex financial processes for non-financial leaders. Overall sentiment in the nonprofit industry is highly positive, indicating that Han Group is a strong choice for organizations seeking comprehensive financial management solutions.
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Nonprofit

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently commend Han Group LLC for their exceptional value and thorough financial management services. One client, the CEO of a nonprofit, noted spending approximately $80,000 annually while receiving unmatched expertise and detailed financial reporting. They highlighted the firm's ability to simplify complex financial processes, stating, 'I don’t know if I can put a price tag on their leadership.' Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of service provided.
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flamingcpa

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Fort Collins, CO

Services provided

50% Accounting

50% Financial Advising & Planning

flamingcpa is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The company's clients appreciate their responsiveness and accuracy, with 100% of reviewers highlighting their capability to handle financial challenges effectively. Clients value flamingcpa's integrity and project management skills, noting they provide comprehensive, accurate services that minimize risk.

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1 of 1 Accounting reviews are 5 stars

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping for Consulting Company
5.0 — flamingcpa provides accounting, bookkeeping, and tax consulting services to a consulting company. They assisted in setting up the client’s company and establishing financial controls. Read more
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Industry Experience

Flamingcpa has demonstrated significant expertise in the consulting industry, providing comprehensive bookkeeping, tax preparation, and accounting services. Clients have praised their responsiveness, accuracy, and strong project management skills. The team effectively supports businesses in navigating financial challenges, including audits. Overall, feedback indicates a high level of satisfaction, suggesting that potential clients in the consulting sector would find flamingcpa to be a reliable partner for their financial management needs.
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Consulting

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed that flamingcpa offers competitive pricing while delivering significant value for money. One CEO noted their responsiveness and accuracy, highlighting that their services saved time and minimized risk during an audit. The company is praised for its integrity and thoroughness, with no major complaints about cost. Overall, the sentiment indicates that clients find flamingcpa’s pricing justifiable given the quality of service provided.
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dbooks bookkeeping services

5.0 1 review

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

100% Accounting

dbooks bookkeeping services is a specialized firm offering comprehensive bookkeeping and financial reporting solutions. With 100% positive feedback from clients, they are praised for their meticulous attention to detail and efficiency in financial management, particularly in bookkeeping and tax filing. Clients appreciate their organized communication methods and strategic financial insights, highlighting their capacity to support business growth and expansion effectively.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping Services for Robotics & Engineering School
5.0 — dbooks bookkeeping services does bookkeeping using QuickBooks. The team tracks income and expenses to create P&L statements and financial reports. They've also helped the client set up Read more
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Industry Experience

dbooks bookkeeping services has demonstrated expertise primarily in the design industry, particularly with small businesses like Brooklyn Robot Foundry. Clients commend their meticulous attention to detail, timely tax filing, and strategic financial consultation, especially regarding franchising. Overall sentiment is highly positive, highlighting dbooks' ability to foster organizational confidence and growth through effective bookkeeping solutions. Potential clients in the design sector seeking reliable and knowledgeable bookkeeping support would find dbooks to be an excellent match.
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Design

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with dbooks bookkeeping services, citing their annual retainer of $23,000 as a worthwhile investment. One client noted that dbooks' meticulous attention to detail and organizational skills have significantly improved their financial management. They appreciate timely tax filings and the strategic freedom gained by entrusting bookkeeping to a competent team. Overall, the sentiment reflects strong value for money, with clients recommending dbooks for small businesses seeking reliable financial oversight.
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Baharestani & Ritt LLP

5.0 1 review

Undisclosed

Undisclosed

2 - 9

New York, NY

Services provided

50% Accounting

50% Financial Advising & Planning

Baharestani & Ritt LLP is an accounting firm specializing in Tax Preparation and Financial Analysis. With over 20 years of service, 100% of reviewers highlight their efficiency and comprehensive understanding of tax laws, reflecting a strong reputation in accurate and organized tax filing. Notably, clients frequently commend their attention to detail and reliable service.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Management Services for Hospitality & Leisure Company
5.0 — Baharestani & Ritt LLP has provided accounting services for a hospitality and leisure company. They are tasked with managing the client's finances and taxes. Read more
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Industry Experience

Baharestani & Ritt LLP demonstrates strong expertise in the Hospitality & Leisure industry, evidenced by long-term client relationships and comprehensive tax services. Clients commend their efficiency, detailed tax returns, and adherence to current tax laws, resulting in high satisfaction. Overall, the firm's proactive approach and depth of knowledge make them a beneficial partner for businesses within this sector.
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Hospitality & leisure

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently commend Baharestani & Ritt LLP for their exceptional value and cost-effectiveness. One long-term client noted their comprehensive and organized tax return services, emphasizing the firm's efficiency and adherence to current tax laws. The sentiment is overwhelmingly positive, with clients expressing satisfaction in the firm's ability to exceed expectations, indicating that the cost aligns well with the quality of service provided.
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Friedman & Associates, P.c.

5.0 1 review

Undisclosed

Undisclosed

2 - 9

West Bloomfield Township, MI

Services provided

100% Accounting

Friedman & Associates, P.c. is a CPA firm offering comprehensive Accounting Services, including Tax Preparation and Financial Advisory. The reviews highlight a consistent ability to navigate complex tax codes and optimize clients' tax situations, with 100% positive feedback mentioning effective tax reduction strategies. Client feedback emphasizes their proficiency in Financial Reporting and Tax Filing, despite seasonal communication challenges.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Management for Advertising & Marketing Company
5.0 — Friedman & Associates, P.c. has provided tax management services and inventory consultations. This platform is expected to reduce tax issues and match with the tax code. Read more
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Industry Experience

Friedman & Associates, P.C. has demonstrated expertise in the Advertising & Marketing industry, particularly in tax-related services and inventory consultation. Clients appreciate their ability to navigate complex tax codes and optimize financial strategies to reduce tax burdens. Overall sentiment is positive, highlighting their deep industry knowledge and reliable communication, though some clients suggest a need for increased staff during peak tax seasons to enhance support.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised Friedman & Associates, P.C. for their ability to optimize tax situations and navigate complex tax codes, highlighting the value they provide in reducing overall tax burdens. One long-term client noted that the firm’s expertise has been crucial in planning inventory purchases. However, feedback indicates that response times can be challenging during peak seasons, suggesting a need for staffing improvements during high-demand periods. Overall, clients feel that the firm's services offer good value for the cost.
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JAAG Financial Services

5.0 1 review

Undisclosed

Undisclosed

10 - 49

San Dimas, CA

Services provided

35% Accounting

35% Financial Advising & Planning

30% Business Consulting

JAAG Financial Services is a company specializing in accounting services, financial planning, and tax preparation. Their clients commend them for their attention to detail and excellent customer service, with 100% of the feedback being positive. They provide monthly and quarterly financial reports and analyses, although some clients suggest a more aggressive long-term planning approach.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Services for Software Development Company
5.0 — JAAG Financial Services helps a software development company with their accounting and financial plans to take on growth opportunities. They also handle their taxes and financial reports. Read more
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Industry Experience

JAAG Financial Services has garnered positive feedback primarily from the software industry, where they offer comprehensive accounting and financial planning services. Clients appreciate their attention to detail, excellent customer service, and ability to provide insightful financial analyses and reports. The overall sentiment is favorable, indicating that their expertise is particularly well-suited for tech-focused businesses seeking to navigate complex financial landscapes.
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Software

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with JAAG Financial Services, emphasizing their exceptional value for money. One client noted a $50,000 investment and praised their comprehensive financial planning and reporting services. The attention to detail and customer service were highlighted as key strengths, contributing to a positive perception of the overall cost-effectiveness. However, some feedback suggested a desire for more ambitious long-term planning options.
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Wuhu Hande Business Consulting Co., Ltd.

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Wuhu Shi, China

Services provided

30% Business Consulting

30% Financial Advising & Planning

10% HR Consulting +3 services

10% HR Outsourcing

10% Recruiting

10% Staffing

Wuhu Hande Business Consulting Co., Ltd. is a human resources outsourcing company specializing in personnel agency and social security services. Feedback highlights the company's integrity, customer-first approach, and proficiency in managing social security processes. Reviewers note their effective handling of issues, with 100% of feedback being positive, though they suggest enhancing their digital platform capabilities.

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Industry Experience

Wuhu Hande Business Consulting Co., Ltd. has received positive feedback primarily within the Beauty & Cosmetics and E-commerce industries, particularly for their expertise in human resources outsourcing and social security services. Clients have highlighted their integrity, customer-first approach, and effective project management. The overall sentiment is favorable, with strengths noted in responsiveness and problem-solving capabilities, making them a suitable partner for companies seeking support in personnel management and consulting.
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Beauty & Cosmetics

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed satisfaction with Wuhu Hande Business Consulting Co., Ltd. regarding their cost and value for money. One review highlighted the provider's integrity and customer-first approach, indicating a valuable partnership. The overall sentiment reflects a positive experience, particularly in their responsiveness to challenges. However, there is a suggestion for improvement in enhancing their online platform, which could potentially increase the perceived value of their services.
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Pell-Rose Inc.

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Toronto, Canada

Services provided

50% Accounting

50% Financial Advising & Planning

Pell-Rose Inc. is a reputable accounting services provider, proficient in bookkeeping, reconciliation, and budgeting, primarily operating remotely. Their engagement with clients has been exemplary, with 100% of reviewers expressing satisfaction and praising their expertise and efficiency. Clients commend their project management and communication, affirming their status as experts who consistently deliver high-quality financial services.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Nonprofit Daycare Center
5.0 — A nonprofit daycare center hired Pell-Rose Inc. to handle their accounting. The team works remotely to help the client with reconciliation, budgeting, and so on. Read more
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Industry Experience

Pell-Rose Inc. has demonstrated expertise in the Education sector, particularly with nonprofit organizations requiring accounting support. Clients have praised their strong project management skills, quick execution, and effective communication. The feedback indicates a high level of satisfaction, with a sentiment of trust and reliability in their services. Potential clients in the Education industry can expect thorough financial management and a dedicated team, making Pell-Rose Inc. a suitable partner for similar projects.
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Education

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Pell-Rose Inc.'s value for money, citing effective accounting services and exceptional project management. One client noted an investment of $200,000–$250,000 CAD, indicating a long-term relationship since 2011, and stated they are 'delighted with Pell-Rose Inc.’s performance.' The team's expertise and quick work were highlighted, with no reported areas for improvement, reinforcing the overall positive sentiment regarding cost-effectiveness.
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Lucky Tax Service (Yang Hyonjoo)

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Flushing, NY

Services provided

100% Accounting

Lucky Tax Service (Yang Hyonjoo) is a comprehensive accounting firm providing bookkeeping, tax preparation, financial planning, and auditing services. With 100% positive feedback, clients highlight their project management skills and personalized service, treating clients like family. They excel in guiding businesses through financial complexities, exemplified by aiding in loan procurement during the pandemic and supporting business expansion.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Personal & Business Accounting for Multi-Business Owner
5.0 — The owner of a daycare and an e-commerce company hired Lucky Tax Sevice to manage their personal and business accounts. The team keeps the books, plans the client's finances, and prepares loan and Read more
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Industry Experience

Lucky Tax Service (Yang Hyonjoo) has demonstrated strong expertise in the Consumer Products industry, specifically supporting businesses like daycare centers and e-commerce. Clients praise their comprehensive accounting, payroll, and financial planning services, highlighting their proactive approach in assisting during challenging periods, such as the pandemic. Overall sentiment is highly positive, with clients feeling valued and supported, particularly in understanding financial management and business growth. This expertise makes Lucky Tax a suitable choice for clients in consumer-oriented sectors seeking personalized accounting solutions.
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Consumer Products

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed high satisfaction with Lucky Tax Service's pricing, noting it as a significant value for money. One client highlighted a monthly fee of $150 for comprehensive services, including bookkeeping and tax preparation, which facilitated their business growth and financial understanding. The sentiment is overwhelmingly positive, with customers appreciating the personalized attention and proactive support, leading to impactful financial decisions and business expansion.
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Hildebrand, Limparis & Associates, CPAs, PC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Frederick, MD

Services provided

25% Accounting

25% Business Consulting

25% Commercial Financing +1 service

25% Financial Advising & Planning

Hildebrand, Limparis & Associates, CPAs, PC is a professional accounting firm specializing in Tax Preparation, Financial Advisory, and Tax Filing services. With a 15-year ongoing partnership, 100% of reviewers highlight their extensive tax knowledge and consulting expertise, although some mention a need for improved responsiveness and technological integration. Overall, they are commended for ensuring compliance and optimizing business operations.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Software Development Agency
5.0 — Hildebrand, Limparis & Associates, CPAs, PC is providing accounting services to a development firm. They help the company close their books annually, and they assist in crafting tax planning Read more
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Industry Experience

Hildebrand, Limparis & Associates, CPAs, PC has received positive feedback primarily from clients in the software industry, highlighting their strengths in tax planning, consulting, and responsiveness. Clients appreciate their expertise in navigating tax complexities and their long-term partnerships. The overall sentiment is favorable, particularly for software companies seeking reliable tax guidance and business optimization strategies. Potential clients in this sector are likely to find a strong match with this provider.
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Software

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally express satisfaction with the cost and value provided by Hildebrand, Limparis & Associates, CPAs, PC. One client noted a $100,000 investment over 15 years, highlighting the firm's effective tax planning and consulting services that ensured compliance with state and IRS regulations. Although there were minor concerns about responsiveness, clients appreciate the depth of knowledge and the quality of advice received, indicating strong overall value for money.
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GRA, PC (George Roach & Associates)

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Crystal Lake, IL

Services provided

40% Accounting

40% Financial Advising & Planning

20% Business Consulting

GRA, PC (George Roach & Associates) is an accounting services firm specializing in Business Auditing, Financial Statement Preparation, and Financial Advisory. According to client reviews, they are praised for their efficiency, timely project management, and competitive pricing. With 100% positive feedback, clients highlight their straightforward processes and effective communication, demonstrating their expertise in managing annual audits and financial consulting.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Public Library
5.0 — A public library hired George Roach & Associates to provide accounting services. They check everything from payrolls to expense receipts to create annual audit reports with financial Read more
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Industry Experience

George Roach & Associates has received positive feedback in the Education sector, particularly from a public library in Chicago. Their strengths include efficient audit processes, timely project management, and effective financial consulting. Clients appreciate their affordability and patient communication. Overall, the sentiment is highly favorable, indicating strong expertise in accounting and financial management within the Education industry, making them a suitable choice for similar organizations.
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Education

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have consistently noted that George Roach & Associates offers competitive pricing, making them a more affordable choice compared to previous firms. One client highlighted their satisfaction with the value received for a $20,000 investment, emphasizing the straightforward process and effective communication. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of service provided by the firm.
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Equinox Arora Realty Inc., Brokerage

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Markham, Canada

Services provided

50% Commercial Brokerage Services

50% Insurance Services & Brokers

Equinox Arora Realty Inc., Brokerage is a real estate company specializing in office and large space acquisitions. The feedback highlights their expertise in market analysis and negotiation, leading to successful deals below the client's budget. The client expressed satisfaction with their comprehensive service, noting their industry knowledge and effective communication, with 100% positive feedback on their performance.

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Industry Experience

Equinox Arora Realty Inc., Brokerage has demonstrated strong expertise in the commercial real estate sector, particularly in office space acquisitions. Their clients commend them for their in-depth market knowledge, effective negotiation strategies, and tailored support, which resulted in favorable deals under competitive conditions. The overall sentiment is highly positive, particularly for businesses seeking office spaces, as clients appreciate their ability to navigate complex negotiations and provide valuable insights that align with business needs.
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Other Industry

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed high satisfaction with Equinox Arora Realty Inc., Brokerage regarding their cost-effectiveness and value for money. One client highlighted that they secured a property for $820,000 despite competing offers exceeding $880,000, showcasing the brokerage's negotiation skills. Additionally, the firm provided comprehensive market insights, ensuring clients received fair pricing. Overall, feedback indicates that clients feel they received significant value relative to their investment, with no noted areas for improvement.
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PL Consulting

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Baltimore, MD

Services provided

35% Accounting

35% Financial Advising & Planning

30% Finance & Accounting Outsourcing (FAO)

PL Consulting is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The company's reviews highlight their effective communication, fair pricing, and capability to exceed client expectations. Impressively, 100% of the feedback is positive, underscoring their role as a reliable partner in financial matters. Clients appreciate their proactive approach and the willingness to go the extra mile.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Consulting for Management Consulting Firm
5.0 — A management consulting firm hired PL Consulting to provide accounting consulting. They assist the in bookkeeping, taxes, payroll, building business plans, projections, financial reports, among Read more
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Industry Experience

PL Consulting has demonstrated expertise in the consulting industry, particularly in accounting services, bookkeeping, tax management, and financial reporting. Clients appreciate their proactive communication, fair pricing, and willingness to exceed expectations. Overall sentiment in this sector is highly positive, with the firm recognized as a valuable partner for businesses needing guidance in financial matters.
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Consulting

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised PL Consulting for their fair pricing and perceived high value for money. One client highlighted that they spent less than $10,000 for ongoing services, describing the pricing as 'great' and the company as willing to go the extra mile. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their offerings, with no significant concerns raised about pricing or value.
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Kinden Accounting & Advisory

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Dartmouth, Canada

Services provided

35% Accounting

35% Financial Advising & Planning

30% Business Consulting

Kinden Accounting & Advisory is an accounting services firm specializing in bookkeeping, financial planning advice, and financial system creation utilizing QuickBooks, Dext, and Plooto. According to the reviews, 100% of clients express satisfaction with their organized and accurate financial reporting, seamless system adaptation, and responsive communication, making them highly recommended for small- to medium-sized businesses.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping Services for Ophthalmic Materials Company
5.0 — After getting too busy, the client hired Kinden Accounting & Advisory to take over their bookkeeping. The team created a system using QuickBooks, Dext, and Plooto and now inputs the client's Read more
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Industry Experience

Kinden Accounting & Advisory has proven expertise in the ophthalmic materials industry, providing comprehensive bookkeeping and financial planning services. Clients report a significant improvement in financial organization, accuracy, and literacy, which enables better forecasting. The firm is commended for its excellent project management and responsive communication. Overall sentiment is positive, particularly for small to medium-sized businesses across various sectors seeking reliable accounting solutions.
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Other Industry

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Kinden Accounting & Advisory for their reasonable pricing and consistent adherence to initial quotes, fostering trust and transparency. One client noted spending approximately $20,000 CAD, emphasizing the high value received through organized financial documentation and improved financial literacy. Overall sentiment reflects satisfaction with the cost-effectiveness of their services, with clients appreciating the balance between affordability and quality.
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April Stroink

5.0 1 review

Undisclosed

Undisclosed

Freelancer

Halifax, Canada

Services provided

40% Financial Advising & Planning

30% Financial Consulting

20% Commercial Financing +1 service

10% Business Consulting

April Stroink is a financial advisory company specializing in financial system optimization and accounting services. Their reviews highlight a highly personalized approach, with 100% positive feedback on their communication and financial strategy implementation. Clients appreciate their deep analysis and customized financial behavior change strategies, transforming traditional financial planning into a more effective and beneficial system.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Planning for Optical Filtering Technology Company
5.0 — April Stroink provided an advanced materials company with financial advisory services. They analyzed existing financial habits and implemented a new financial system to optimize the client's Read more
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Industry Experience

April Stroink has demonstrated significant expertise in optimizing financial systems, particularly within the advanced materials sector. Clients have praised their thorough analysis of spending habits and the implementation of effective financial management strategies. The overall sentiment is highly positive, highlighting strengths in personalized approach and impactful recommendations. Potential clients in industries requiring financial optimization and strategic spending management would find April Stroink to be a suitable partner.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with April Stroink's cost-effectiveness, noting a significant return on investment for their $7,000 CAD engagement. One client highlighted the firm's ability to implement a financial system that led to meaningful changes in spending behavior, which they found valuable compared to other financial planners. Overall, the sentiment is positive, with clients recommending early engagement due to the firm's boutique nature and the need for active participation in the project.
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Smart Way Business Solutions

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Amman, Jordan

Services provided

20% Accounting

20% Branding

20% Graphic Design +2 services

20% IT Managed Services

20% IT Strategy Consulting

Smart Way Business Solutions is an ERP implementation company with expertise in Odoo development. Their services are highly regarded, with 100% of reviewers highlighting their deep business understanding and commitment to fulfilling client needs. However, expanding their staff could enhance efficiency in project handling.

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Industry Experience

Smart Way Business Solutions has demonstrated expertise in the Consumer Products industry, particularly in e-commerce and ERP implementation. Clients have praised their accuracy, speed, and profound business understanding, indicating a strong partnership approach. Overall sentiment is positive, highlighting the provider's ability to grasp client needs and manage projects effectively. Potential clients in the e-commerce and ERP sectors may find Smart Way to be a suitable match for their projects.
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Consumer Products

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Smart Way Business Solutions as offering good value for money, particularly in their ERP implementation services. One client noted a $35,000 investment, highlighting the company's impressive speed and accuracy in execution, alongside a deep understanding of their business needs. Overall sentiment is positive, with clients recommending clear requirements for optimal outcomes, though there is an acknowledgment that staff augmentation could enhance efficiency.
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Univest

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Souderton, PA

Services provided

50% Financial Advising & Planning

25% Commercial Financing

25% Insurance Services & Brokers

Univest is an accounting services company offering financial solutions, including financial advisory and business auditing. They have demonstrated exceptional commitment, even working during holidays, and have consistently met deadlines. Reviewers note their impressive knowledge of neighborhood improvement zones, with 100% positive feedback and no identified areas for improvement.

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1 of 1 Accounting reviews are 5 stars

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

Accounting PROJECT HIGHLIGHT

Financing & Lending Services for Property Management Firm
5.0 — Univest is helping a property management real estate company acquire financing for a real estate purchase. The team also provides guidance around neighborhood improvement zone lending. Read more
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Industry Experience

Univest demonstrates significant expertise in the real estate sector, particularly in handling complex financing solutions like neighborhood improvement zone-specific lending. Clients appreciate their responsiveness, project management efficiency, and in-depth industry knowledge. Overall sentiment from reviews indicates a strong satisfaction level, highlighting Univest's strengths in communication and meeting deadlines, making them a suitable choice for real estate projects.
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Real estate

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Univest's services as offering strong value for money, particularly through their commitment to customer support and timely project management. One client noted their availability even during holidays and praised their expertise in complex financing requirements. The overall sentiment reflects satisfaction with the pricing relative to the quality of service provided, with no significant complaints regarding costs or value.
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The Seltzer Group

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Orwigsburg, PA

Services provided

100% Insurance Services & Brokers

The Seltzer Group is an insurance services company providing comprehensive coverage solutions for commercial real estate, automotive, and homeowner needs. Clients praise their responsiveness and personalized service, with 100% of reviewers highlighting their availability and accuracy in financial assessments. The engagement with clients is consistently ongoing, with no reported issues or claims.

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Industry Experience

The Seltzer Group has demonstrated strong expertise in the real estate industry, providing comprehensive insurance solutions for commercial properties. Clients appreciate their responsiveness and proactive communication, which enhances trust and satisfaction. Overall sentiment in this field is highly positive, indicating that potential clients in real estate can confidently rely on The Seltzer Group for effective and reliable insurance coverage tailored to their specific needs.
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Real estate

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend The Seltzer Group for their competitive pricing and overall value for money. One client noted an annual investment of $6,500 for comprehensive coverage, emphasizing the absence of issues and claims as a testament to the service quality. The responsiveness and proactive support provided by their team were highlighted, with no reported areas for improvement. This positive sentiment reflects a strong alignment between cost and service value.
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Riverview Bank

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Harrisburg, PA

Services provided

80% Financial Advising & Planning

20% Commercial Financing

Riverview Bank specializes in providing financial services, particularly in financing real estate projects, as evidenced by their $2.5 million loan for an IT company's office acquisition and rehabilitation. The feedback is overwhelmingly positive, with clients praising their timeliness, transparency, and knowledge. All reviewers express satisfaction, highlighting the bank's reliability during the COVID-19 pandemic.

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Industry Experience

Riverview Bank has demonstrated strong expertise in the IT Services sector, notably in financing projects such as office building acquisitions and rehabilitations. Feedback highlights their timely service, transparency, and effective communication throughout the funding process. Clients express high satisfaction, particularly during challenging circumstances like the COVID-19 pandemic. Overall sentiment in the IT Services industry is positive, positioning Riverview Bank as a reliable partner for similar projects.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed positive sentiments regarding Riverview Bank's cost and value for money, particularly highlighting their ability to provide substantial loans, such as a $2.5 million financing for an office building. Feedback indicates that the bank's services are timely, transparent, and tailored to client needs, particularly during challenging times like the COVID-19 pandemic. Clients appreciate the upfront and knowledgeable approach of the bank, which enhances their overall value perception.
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Jumping Jack Taxes

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Philadelphia, PA

Services provided

50% Accounting

50% Financial Advising & Planning

Jumping Jack Taxes is a company specializing in accounting services, including bookkeeping, tax preparation, and financial planning. Overall, the feedback is overwhelmingly positive, with 100% of reviewers praising their efficiency, responsiveness, and personalized financial advice. Clients report significant tax savings and appreciate the company's deep understanding of their financial goals and commitment to helping them grow their businesses.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Dental Staffing Firm
5.0 — A dental staffing company hired Jumping Jack Taxes to do their taxes and handle their bookkeeping and life insurance. They lead a monthly accountability program that offers tax strategies and Read more
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Industry Experience

Jumping Jack Taxes has demonstrated expertise primarily within the dental staffing industry, providing comprehensive financial services including bookkeeping, tax preparation, and financial planning. Clients commend the team's efficiency and deep understanding of business goals, noting significant potential tax savings. The overall sentiment is positive, highlighting the provider's proactive communication and tailored approach, making them a suitable option for businesses seeking responsive and personalized financial management.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed that Jumping Jack Taxes offers significant value for money, particularly in tax savings. One client noted an investment of approximately $3,500, resulting in projected tax savings of $20,000 to $25,000. The company's efficient communication and personalized service were highlighted as key strengths, reinforcing the perception of good value. Overall, clients feel that the company's pricing aligns well with the quality of service provided, making it a worthwhile investment.
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Miers Insurance Services, LLC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Abilene, TX

Services provided

100% Insurance Services & Brokers

Miers Insurance Services, LLC is an insurance agency offering services in cyber insurance, commercial insurance, and benefit consulting. Reviews highlight their strong project management skills and responsive customer service, with all feedback being positive. 100% of reviewers commend their quality service and reasonable pricing, noting their proactive communication and dedication to client needs.

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Industry Experience

Miers Insurance Services, LLC has demonstrated expertise primarily in the IT Services sector, providing comprehensive cyber insurance and commercial coverage. Clients praise their responsiveness, quality service, and proactive consulting, particularly in navigating cyber threats. The overall sentiment is highly positive, reflecting their commitment to client needs and effective project management. Potential clients in IT Services seeking reliable insurance solutions will find Miers Insurance to be a strong fit.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Miers Insurance Services, LLC for their competitive pricing and strong value for money. One client highlighted a $10,000 annual investment for a $1.5 million policy, emphasizing the quality of service and prompt support provided. Additionally, they appreciate the company's transparency and commitment to ongoing consultation and annual reviews, indicating a high level of satisfaction with the overall cost-effectiveness of their offerings.
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L.Zinman & Company

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Ottawa, Canada

Services provided

50% Accounting

25% Commercial Financing

25% Financial Advising & Planning

L.Zinman & Company provides comprehensive accounting services, including bookkeeping, tax preparation, and financial advisory. Their reviews highlight their ability to deliver substantial cost savings and effective tax strategies, with 100% of clients praising their proactive approach and excellent project management. Notably, they excel in keeping clients informed about tax relief opportunities and government grants.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Periodontal Care Company
5.0 — L.Zinman & Company provides accounting services for a periodontal care company. They manage bookkeeping and tax services for the client’s personal and professional accounts using QuickBooks Read more
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Industry Experience

L.Zinman & Company has garnered positive feedback primarily in the Healthcare sector, where they provide comprehensive accounting and tax services. Clients appreciate their expertise in identifying tax rebates and navigating financial challenges, particularly during the COVID-19 pandemic. Strengths include proactive communication, effective project management, and significant cost savings. Their services are well-suited for clients in the Healthcare industry, particularly those needing customized financial strategies and support.
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Healthcare

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
L.Zinman & Company is praised for delivering exceptional value for money, with clients reporting significant cost savings and valuable tax insights. One client noted that their accountant facilitated savings of approximately $17,000 CAD through tax rebates and effectively managed COVID-19 relief applications, showcasing their proactive approach. The overall sentiment reflects satisfaction with the investment of around $10,000 CAD, which has yielded substantial financial benefits, indicating a strong return on investment.
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Tim Yeager, CPA

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Chesapeake, VA

Services provided

50% Accounting

25% Financial Advising & Planning

15% Financial Consulting +1 service

10% Business Consulting

Tim Yeager, CPA provides comprehensive Accounting Services, including bookkeeping, tax preparation, and financial statement preparation. With 12 years of service, clients commend Tim for his integrity, personal touch, and expertise in navigating tax benefits. Notably, 100% of feedback emphasizes his honesty and commitment to ethical practices, ensuring clients receive reliable financial advisory services.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Online Media Company
5.0 — Tim Yeager, CPA provides accounting services for an online media company. They handle corporate and personal taxes and do weekly payroll and bookkeeping using QuickBooks. Read more
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Industry Experience

Tim Yeager, CPA has demonstrated expertise in the media and insurance industries, providing services such as corporate taxes, payroll, and bookkeeping. Clients commend his integrity, transparency, and personalized approach, emphasizing his ability to navigate complex tax regulations effectively. Overall sentiment is highly positive, particularly in terms of trust and professionalism, making him a suitable choice for businesses seeking ethical financial guidance in these sectors.
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Media

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Tim Yeager, CPA, noting exceptional value for money. One client highlighted a long-term relationship, emphasizing Tim's integrity and commitment to saving costs through tax benefits. They appreciated his transparent pricing, stating they have invested between $300,000–$500,000 over 12 years, which they consider worthwhile due to his expertise and personal touch. Overall, feedback reflects a strong sentiment of trust and value in his services.
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Kronos Incorporated (UKG)

5.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

Lowell, MA

Services provided

20% Accounting

40% Custom Software Development

40% HR Consulting

Kronos Incorporated (UKG) is an HR and payroll solutions provider known for their technology and ongoing support. The feedback on their services is predominantly positive, with 90% of reviewers praising their impressive technology and talent. However, 10% noted the need for improved response times. Overall, they are commended for enabling client growth and retention.

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Industry Experience

Kronos Incorporated (UKG) has garnered positive feedback primarily within the business services sector. Clients appreciate their robust payroll and HR platform, which has facilitated client retention and allowed for increased service pricing. Their strengths lie in technology and ongoing support, although response times have room for improvement. Potential clients in the business services industry will find UKG's expertise particularly beneficial for client management and operational efficiency.
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Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed a positive sentiment regarding Kronos Incorporated (UKG)'s value for money, noting that their technology and support have enabled them to work with larger clients and charge more for services. One client highlighted a significant investment of over $300,000, emphasizing that the ongoing support and platform were worth the cost. However, some feedback indicated that response times could be improved, suggesting room for enhancement in their service delivery.
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Twenty Twenty Investment Advisors

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Spokane, WA

Services provided

100% Financial Advising & Planning

Twenty Twenty Investment Advisors is a financial advisory firm specializing in providing comprehensive financial advising services, including retirement plan advice and enrollment management. Feedback highlights their professionalism and expertise, with 100% of reviewers appreciating their strong project management skills. However, a moderate pace due to risk aversion is noted as an area for improvement.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Advising for Business Solutions Firm
5.0 — A business solutions firm hired Twenty Twenty Investment Advisors to provide financial advice. They help the client manage and review 401(k) potential partners for enrollment. Read more
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Industry Experience

Twenty Twenty Investment Advisors has demonstrated strong expertise in the business services sector, particularly in financial advising for 401(k) plans. Clients have noted their professionalism, effective project management, and comprehensive support during enrollment processes. The sentiment is positive, with clients appreciating their knowledge and thoroughness, though they recognize a tendency for a more cautious approach. This provider is well-suited for businesses looking for reliable financial advisory services.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Twenty Twenty Investment Advisors generally express satisfaction with the company's pricing and overall value. One client noted an investment of approximately $25,000, highlighting the positive impact on their 401(k) enrollment and project management. The professionalism and expertise of the team were particularly praised, although some clients mentioned a preference for a quicker pace in decision-making. Overall, the sentiment reflects a strong value for money.
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Brilliant Solutions Group, Inc.

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Chicago, IL

Services provided

100% Accounting

Brilliant Solutions Group, Inc. is an accounting services firm specializing in financial software implementation and training, particularly QuickBooks. Clients praise their knowledge, attentiveness, and thoroughness, though some suggest improving delivery speed. Approximately 80% of feedback highlights their effective training and financial organization capabilities, underscoring their expertise in bookkeeping and financial reporting.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Marketing & Advertising Agency
5.0 — Brilliant Solutions Group, Inc. provides a mobile app advertising and marketing firm with QuickBooks accounting services. They analyze and categorize the client’s financials and provide software Read more
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Industry Experience

Brilliant Solutions Group, Inc. has received positive feedback particularly from the Advertising & Marketing industry, where they provided accounting consulting and QuickBooks training. Clients noted their expertise, attention to detail, and effective project management, contributing to a well-organized financial foundation. The overall sentiment is favorable within this sector, indicating that they are a strong fit for companies seeking thorough accounting support and training.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Brilliant Solutions Group, Inc. as providing good value for money, with one client noting a $10,000 investment yielding a well-organized QuickBooks setup and effective training for their team. The company's knowledgeable and attentive approach is highlighted as a key strength, although some clients suggest that enhancing product delivery speed could improve overall satisfaction. Overall, the sentiment reflects a positive view of the company's cost-effectiveness relative to the services rendered.
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Bookkeeping At Ease

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Ramona, CA

Services provided

50% Accounting

50% Financial Advising & Planning

Bookkeeping At Ease is an accounting services firm specializing in bookkeeping and financial reporting. Reviews indicate that 100% of clients appreciate their commitment to timely project management and cost efficiency. The company works closely with clients' accountants, demonstrating reliability, although potential clients should be prepared for possible expansion needs due to increasing demand.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Business Solutions Firm
5.0 — A business solutions firm hired Bookkeeping At Ease to provide accounting services. They work collaboratively with the client's accountant to take care of bookkeeping and accounting tasks. Read more
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Industry Experience

Bookkeeping At Ease has received positive feedback primarily from the business services sector, where clients have praised their reliable bookkeeping and collaborative approach with accountants. Their strengths include effective project management and consistent performance in meeting deadlines, which have led to cost reductions for clients. Overall, they are well-suited for businesses seeking thorough and dependable bookkeeping services, particularly in the business services industry.
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Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Bookkeeping At Ease as offering good value for money, with one client noting a $10,000 investment has led to reduced costs and enhanced financial oversight. The consistency in delivering monthly bookkeeping services has been praised, highlighting their commitment to deadlines. However, there are suggestions for improvement, particularly in expanding their team to manage increasing workloads, indicating a potential concern regarding scalability.
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KKAJ, LLP

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Santa Clarita, CA

Services provided

35% Accounting

35% Financial Advising & Planning

30% Business Consulting

KKAJ, LLP is a reputable CPA firm specializing in tax preparation, financial planning, and accounting services. Their professionalism and membership in The Big Six underscore their expertise, while their services reportedly minimize audit risks and accounting errors. However, 20% of reviewers suggest improved communication for strategic alignment, indicating high satisfaction despite minor critiques.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Business Solutions Firm
5.0 — A business solutions firm hired KKAJ, LLP to provide accounting services. Their efforts involve tax preparation and financial planning through a CPA firm. Read more
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Industry Experience

KKAJ, LLP has demonstrated strong expertise in the business services industry, particularly in tax preparation and financial planning. Clients appreciate their professionalism and effective project management, noting significant reductions in accounting errors and the absence of audits as indicators of their impact. Overall, the sentiment is positive, suggesting that KKAJ, LLP is well-suited for firms seeking reliable financial services and strategic guidance within the business sector.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive KKAJ, LLP as offering good value for money. One client noted a $5,000 investment resulting in significant savings and a decrease in accounting errors, highlighting the firm's effectiveness in tax preparation and financial planning. Their professionalism and project management were praised, although some feedback suggested improvements in communication. Overall, the sentiment indicates that clients find KKAJ, LLP to be a reliable and cost-effective choice for CPA services.
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Aims LLC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Bowie, MD

Services provided

100% Accounting

Aims LLC is an accounting services company specializing in tax preparation, financial advisory, and financial reporting. Clients appreciate their expertise in federal accounting and tax advantages, with 100% of reviewers highlighting their strong project management and IT software skills. While some suggest expanding their team, feedback is overwhelmingly positive regarding their tax optimization strategies.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Training & Coaching Company
5.0 — A training and coaching company engaged with Aims LLC for their accounting services. They start every project with a profile assessment to determine if their services are fit for the client's Read more
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Industry Experience

Aims LLC has received positive feedback primarily within the business services industry, showcasing their expertise in accounting and financial services. Clients commend their project management, federal accounting knowledge, and ability to optimize tax advantages, particularly for mergers and acquisitions. Overall sentiment indicates strong satisfaction with Aims LLC’s capabilities, making them a suitable choice for businesses seeking reliable accounting support.
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Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed positive sentiments regarding Aims LLC's cost-effectiveness, noting the investment range of $5,000–$15,000 for comprehensive accounting services. Feedback highlights their excellent project management and ability to maximize tax advantages, reinforcing the value for money provided. One client emphasized the firm's proficiency in federal accounting and tax strategies, recommending Aims LLC for businesses seeking accounting expertise. Overall, clients perceive Aims LLC as delivering strong value relative to their pricing.
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DiLucci

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Services provided

100% Accounting

DiLucci is a professional accounting services firm specializing in tax preparation and financial advisory. Client feedback highlights their expertise in tax filing and responsiveness, with 100% of reviewers noting their impressive knowledge across various accounting areas. Their excellent project management ensures timely and effective communication, earning unanimously positive reviews.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Senior Care Center
5.0 — DiLucci provides accounting services for a senior care center. They do state and federal taxes using QuickBooks and a secure portal to transmit information. Read more
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Industry Experience

DiLucci has demonstrated expertise primarily in the healthcare sector, particularly in supporting financial functions such as tax filings for senior care establishments. Reviews reflect strengths in knowledge, responsiveness, and project management, highlighting their ability to address complex inquiries effectively. Overall sentiment is highly positive, suggesting that healthcare clients seeking reliable financial assistance and proactive communication would find DiLucci to be a strong fit.
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Healthcare

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive DiLucci as providing excellent value for money, particularly highlighting their expertise and responsiveness. One client noted an investment of approximately $5,000 for tax services, emphasizing the company's thorough understanding of financial projections and timely filing. The overall sentiment reflects satisfaction with the cost relative to the quality of service, with no reported areas for improvement.
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JTC Group

5.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

Services provided

50% Business Consulting

25% Corporate Law

25% Financial Advising & Planning

JTC Group is a corporate services company specializing in setting up and managing corporate entities, particularly in Switzerland. The company receives overwhelmingly positive feedback, with reviewers praising their superb service quality, precise project management, and trusted advisory role, as noted by 100% of reviews. Their comprehensive support has been pivotal for clients' business structuring and operations.

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Industry Experience

JTC Group has demonstrated expertise primarily in the financial services and fintech sectors, providing comprehensive corporate services including entity setup and management. Clients have praised their project management skills, timely communication, and ability to stay on budget. Overall sentiment is highly positive, with feedback highlighting their role as trusted advisors essential to business establishment and structuring. Potential clients in the financial services industry can expect strong support and strategic guidance from JTC Group.
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Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise JTC Group for their exceptional value and cost-effectiveness. One client highlighted spending approximately $105,000, noting that JTC's services were crucial for establishing their business and staying on budget. The project management was described as 'absolutely spot-on,' reinforcing the sentiment that the quality of service provided justifies the investment. Overall, feedback indicates that JTC Group delivers significant value for money, with clients expressing high satisfaction and no areas for improvement.
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Zoller, Swanson & Co.

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Services provided

100% Accounting

Zoller, Swanson & Co. is a distinguished CPA firm specializing in accounting services such as tax preparation and bookkeeping. Garnering 100% positive feedback, clients praise their professionalism and personalized approach, noting their attentiveness and effective communication. Their long-term engagements and strong client relationships underscore their expertise in financial advisory roles.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Digital Marketing Firm
5.0 — A digital marketing firm hired Zoller, Swanson & Co. to provide accounting services. They've been working for decades on taxes and additional bookkeeping services. Read more
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Industry Experience

Zoller, Swanson & Co. has demonstrated strong expertise in the Advertising & Marketing industry, providing long-term accounting and bookkeeping services. Clients praise their attentive service, effective communication, and personalized approach. The overall sentiment is highly positive, highlighting their professionalism and impact on client businesses. This provider appears well-suited for businesses seeking dedicated financial support in the marketing space.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have praised Zoller, Swanson & Co. for providing excellent value for money, particularly highlighting a long-term engagement that has resulted in consistent satisfaction. One client noted a significant investment of $10,000–$49,000 over two decades, emphasizing the firm's attentive and professional service. Overall, feedback indicates a strong sentiment towards the company's pricing relative to the quality of service, with no complaints regarding their work.
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Platinum Credit LTD.

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Services provided

100% Financial Advising & Planning

Platinum Credit LTD. is a financial advisory firm specializing in services such as financial planning. They maintain a strong record of effective project management and communication, with 100% positive feedback highlighting their quality and responsiveness. However, 20% of feedback suggests expanding their service offerings to meet broader financial needs.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Financial Planning for Digital Marketing Agency
5.0 — A digital marketing agency partnered with Platinum Credit LTD. for their accounting and financial planning services. Read more
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Industry Experience

Platinum Credit LTD. has demonstrated strong expertise in the Advertising & Marketing industry, where they serve as a primary financial planning provider. Clients have praised their effective communication, responsiveness, and project management capabilities, contributing positively to financial performance. Overall sentiment is favorable, indicating that companies within this sector may find a reliable partner in Platinum Credit for financial needs and planning.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend Platinum Credit LTD. for delivering excellent value for money, particularly highlighting the quality of their financial planning services. One CEO noted a modest investment of $1,000 led to significant improvements in their company's financial performance without incurring loans. Overall sentiment indicates a strong appreciation for their project management and communication, although clients suggest potential for expanded service offerings.
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Insurance Agency Accounting & Bookkeeping

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Services provided

100% Accounting

Insurance Agency Accounting & Bookkeeping specializes in accounting services, including bookkeeping, financial reporting, and financial statement preparation, tailored for insurance agencies. Reviews indicate a 100% positive feedback rate, with clients praising their expertise in specialized software and exceptional service quality, which slightly exceeded expectations. Their commitment to client satisfaction is further exemplified by their readiness to adapt resources to meet specific client needs.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping for Independent Insurance Agency
5.0 — Insurance Agency Accounting & Bookkeeping provides ongoing accounting and bookkeeping services for an insurance agency. The team handles the client’s commission statements and bills. Read more
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Industry Experience

Insurance Agency Accounting & Bookkeeping has demonstrated strong expertise specifically within the financial services industry, particularly in insurance agencies. Clients note their effective handling of accounting, bookkeeping, and project management, with high praise for their knowledge of specialized software. Positive feedback emphasizes their commitment to exceeding expectations and delivering impactful results. This provider appears well-suited for businesses in the financial services sector, especially those requiring tailored accounting solutions.
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Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Insurance Agency Accounting & Bookkeeping as providing strong value for their investment. One client noted an investment nearing $65,000, highlighting that the service has slightly exceeded expectations and expressing appreciation for their willingness to hire additional staff to meet needs. The company's expertise in specialized software further enhances perceived value, with no reported areas for improvement, indicating a high level of satisfaction regarding cost-effectiveness.
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PaySmart

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Services provided

100% Accounting

PaySmart is an accounting services provider specializing in payroll, tax preparation, and financial advisory for small businesses. They are highly regarded for their expertise and client-focused approach, with 100% of reviews highlighting their knowledgeable and accommodating service. Clients appreciate their ability to streamline payroll and tax processes, saving time and reducing compliance complexities.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Payroll Management for Law Firm
5.0 — PaySmart handles a law firm's payroll processes. They help the client stay compliant with reporting entities, keep their costs down, and fill out all the necessary federal and state forms, among Read more
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Industry Experience

PaySmart has demonstrated strong expertise in the legal industry, particularly in payroll services for small businesses. Clients appreciate their comprehensive support with tax compliance and payroll structuring, highlighting a focus on client service and adaptability. The overall sentiment is highly positive, with clients noting significant time savings and effective communication. PaySmart is well-suited for legal firms needing reliable payroll solutions and compliance guidance, making them a good match for businesses in this sector.
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Legal

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express high satisfaction with PaySmart's pricing, noting their services are competitively priced and provide substantial value. One client highlighted saving significant time and effort on payroll and tax compliance, emphasizing that they spent only around $300 thus far. The firm's focus on small business needs and their willingness to provide thorough guidance further enhance the perceived value, making them a recommended choice for those seeking cost-effective payroll solutions.
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Rise Consulting Group

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Services provided

100% Financial Advising & Planning

Rise Consulting Group is an accounting services firm specializing in bookkeeping, financial planning, and inventory tracking. They are praised for their attention to detail and effective project management, with 100% positive feedback and no noted areas for improvement. Their services ensure accurate financial reporting, crucial for client success.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Health & Wellness Company
5.0 — Rise Consulting Group handles a health and wellness company's accounting and bookkeeping efforts. This involves tracking their inventory, reconciling their bank accounts, and reviewing their Read more
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Industry Experience

Rise Consulting Group has demonstrated strong expertise in the healthcare industry, particularly in accounting and bookkeeping services. Clients have praised their attention to detail and effective project management, highlighting their role in accurate inventory tracking and financial planning. Overall sentiment is highly positive, indicating a solid fit for healthcare organizations seeking reliable financial support.
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Healthcare

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express satisfaction with Rise Consulting Group's pricing relative to the value provided. One client noted an investment of approximately $10,000 for comprehensive accounting and bookkeeping services, highlighting the firm's meticulous attention to detail and effective project management. Overall, feedback suggests that clients find their services to be worth the cost, with no reported complaints regarding pricing or value.
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Neptune Accounting

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Services provided

100% Accounting

Neptune Accounting is a CPA firm specializing in tax preparation and accounting services, particularly for small businesses and nonprofit organizations. With 100% positive feedback, clients value their expertise in niche industries, reliability, and responsiveness. Most reviewers appreciate their friendly service and reasonable pricing, noting that Neptune's work is accurate and consistently delivered on time.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation for Small Childcare Business
5.0 — Neptune Accounting provides accounting services for a small childcare business. The client drops off their information, then the team does tax preparation and files the client’s taxes for them. Read more
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Industry Experience

Neptune Accounting has demonstrated notable expertise in the nonprofit and childcare industries. Clients appreciate their accurate tax preparation services, responsive communication, and understanding of niche challenges, particularly in family childcare businesses. Feedback indicates a strong overall sentiment, highlighting their reliability and reasonable pricing. Their ongoing support and willingness to assist with questions contribute positively to client relationships, making them a suitable partner for organizations within these sectors.
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Nonprofit

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with Neptune Accounting's pricing and value for money. One client highlighted an annual fee of approximately $300 for comprehensive tax preparation services, noting that the prices are reasonable and the team is responsive to inquiries throughout the year without additional charges. Overall, the sentiment is positive, with clients appreciating both the affordability and the expertise provided, particularly for niche industries like childcare.
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Italian Accountants Ltd.

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Services provided

100% Accounting

Italian Accountants Ltd. is a professional accounting services firm offering expertise in bookkeeping, financial reporting, and tax preparation. With feedback reflecting 100% positive sentiment, clients commend their efficient project management and exceptional customer service. Notably, 80% of the reviews highlight their proficiency in engaging with clients and providing strategic financial advice, showcasing their ability to understand and cater to diverse business needs.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Wellness & Fitness Company
5.0 — Italian Accountants Ltd. acts as an outsourced accounting partner for a wellness and fitness company. The team handles all of the client’s account-related needs, including the filing of VAT Read more
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Industry Experience

Italian Accountants Ltd. has received positive feedback primarily from the Wellness & Fitness sector, where clients commend their expertise in accounting services and responsiveness. The company demonstrated a strong understanding of both the UK and Italian fiscal environments, contributing to improved operational efficiency. Clients appreciated their proactive communication, customer service, and ability to tailor solutions to specific business models. Overall, the sentiment is favorable, highlighting their strengths in client engagement and adaptability.
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Wellness & Fitness

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive Italian Accountants Ltd. as offering good value for money, particularly noting their expertise in navigating both UK and Italian fiscal environments. One client highlighted an investment of approximately $10,000 for ongoing services since 2018, citing improved efficiency and responsive customer service as key benefits. However, there is a suggestion for more consistent personnel for VAT returns to enhance the experience further. Overall, the sentiment is positive, emphasizing effective communication and proactive support.
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SVA Tax Services

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Services provided

100% Accounting

SVA Tax Services is an accounting firm offering comprehensive services, such as tax preparation, bookkeeping, and financial planning. The client feedback is overwhelmingly positive, highlighting improved business efficiency and well-organized accounting processes. Notably, 100% of reviewers praise their communication and timely delivery, with no reported areas for improvement.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Medical Tourism Company
5.0 — SVA Tax Services serves as an outsourced account partner for a medical tourism company. Their tasks involve bookkeeping, invoicing, financial planning, tax preparation, etc. Read more
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Industry Experience

SVA Tax Services has demonstrated strong expertise in the consulting industry, particularly with clients in healthcare and wellness sectors, as highlighted by a review from a cosmetic and bariatric surgery provider. Feedback emphasizes their strengths in accounting, organization, and communication, resulting in improved business efficiency and streamlined processes. Overall sentiment is highly positive, suggesting potential clients in similar fields can expect reliable support and effective management of their accounting needs.
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Consulting

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express strong satisfaction with SVA Tax Services' pricing and overall value, highlighting a cost of approximately $3,000 for comprehensive accounting services. One client noted significant improvements in business efficiency and organization as a result of their collaboration, emphasizing the firm's effective communication and timely delivery. Overall, feedback indicates that SVA Tax Services offers excellent value for money, with clients recommending their services for reliable accounting support.
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Pearce Accounts

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Services provided

100% Accounting

Pearce Accounts is an accounting services firm specializing in bookkeeping, tax preparation, and financial planning. Reviewers consistently praise their efficient and personable service, with 100% positive feedback highlighting excellent communication and swift project management. Pearce Accounts is particularly commended for their clear and simple communication, making them a preferred choice for businesses seeking reliable accounting support.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for E-Learning Platform
5.0 — Pearce Accounts acts as an outsourced accounting partner for an e-learning service provider. The team’s tasks involve bookkeeping, financial planning, and tax preparation. Read more
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Industry Experience

Pearce Accounts has demonstrated expertise primarily in the Education sector, providing comprehensive accounting services, including bookkeeping and tax preparation. The feedback from clients highlights their strengths in communication, efficiency, and personalized service, particularly from their team members like Debbie, a Chartered Certified Accountant. Client sentiment is overwhelmingly positive, indicating that Pearce Accounts is a strong fit for educational organizations seeking reliable and effective accounting support.
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Education

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised Pearce Accounts for their cost-effectiveness, noting a total investment of less than $10,000 for comprehensive accounting services. The CEO of Table Fables highlighted the excellent communication and efficiency of their team, particularly Debbie, stating that they deliver high value for the services provided. Overall, client sentiment reflects satisfaction with the balance of quality and affordability, reinforcing the company's reputation for good value for money.
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Worley Accounting

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Christiansburg, VA

Services provided

100% Accounting

Worley Accounting is an accounting services firm specializing in tax preparation, bookkeeping, financial planning, and advisory services for small businesses. The feedback is overwhelmingly positive, with clients appreciating the personalized service and Robert's ability to simplify complex financial concepts, leading to increased efficiency and effective tax strategies. Notably, 100% of reviewers praise their communication and project management skills.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Financial Planning for Financial Advising Agency
5.0 — Worley Accounting prepares taxes and provides other financial planning services for a financial advising agency. They advise on the client’s income and asset structure and help with bookkeeping Read more
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Industry Experience

Worley Accounting has garnered positive feedback primarily from the financial services industry, particularly from small businesses. Clients appreciate their expertise in tax strategy, financial planning, and bookkeeping. The firm's strengths include effective communication, responsiveness, and a personalized approach, which enhances client education and satisfaction. Overall sentiment indicates strong alignment with small businesses in need of comprehensive financial solutions, making them a suitable choice for clients seeking specialized accounting services in this sector.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express high satisfaction with Worley Accounting's cost-effectiveness, highlighting a reasonable investment of approximately $600 for comprehensive tax and financial planning services. One client noted that the engagement significantly freed up their time and enhanced their tax strategy, emphasizing the value derived from personalized support. The overall sentiment reflects appreciation for the company's ability to educate clients and provide timely, responsive service, reinforcing the perception of good value for money.
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Wolf & Company

Not yet reviewed

$1,000+

$100 - $149 / hr

250 - 999

Boston, MA

Services provided

100% Accounting

Wolf & Company is an Accounting company. They are headquartered in Boston, Massachusetts and Springfield, Massachusetts and have midsize team. They provide Accounting.
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The Bridge CPAs, LLC

4.8 3 reviews

Undisclosed

Undisclosed

2 - 9

Services provided

80% Accounting

20% Finance & Accounting Outsourcing (FAO)

The Bridge CPAs, LLC is an accounting services firm specializing in tax preparation, bookkeeping, and financial consulting. They are highly regarded for their responsiveness and attention to detail, with 100% of reviewers expressing satisfaction with their accessibility and communication. While clients appreciate their personable approach and commitment to maintaining client relationships, a small percentage (33%) noted a desire for faster service delivery.

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2 of 3 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial & Tax Consultation Services for Software Engineer
5.0 — The Bridge CPAs, LLC provides financial and tax consultation services to a self-employed software engineer. They will likely handle tax preparation later this year. Read more
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Industry Experience

The Bridge CPAs, LLC has received positive feedback across various industries, including business services, retail, and consumer products. Clients commend their strong communication, accessibility, and personalized approach, particularly for tax preparation and consulting. In the retail and consumer products sectors, their meticulous attention to detail aids in tax savings. The overall sentiment is highly favorable, indicating that businesses seeking tailored CPA services, particularly those becoming self-employed or managing taxes, would find a strong fit with The Bridge CPAs, LLC.
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Retail Consumer Products Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed satisfaction with The Bridge CPAs, LLC's pricing and value for money. One client noted they invested $400–$500 and felt they received quality service, stating, "I think a small business will get their money’s worth." Another client appreciated the transparency in pricing, mentioning that costs were clearly communicated. Overall, feedback indicates clients find the services reasonably priced, accessible, and responsive, reinforcing a positive sentiment regarding value.
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Bench Accounting

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Vancouver, Canada

Services provided

100% Accounting

Bench Accounting specializes in providing bookkeeping services, consistently praised for their streamlined and professional approach. Reviewers highlight their effective communication, with 100% noting their responsiveness and specialized expertise. While slightly slower in updating books and requiring some manual input, clients appreciate their professionalism, with 50% willing to pay more for their services.

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Reviews mention Professional
Clients have consistently praised Bench Accounting for their professionalism and streamlined processes. One client noted their 'very communicative' nature and emphasized the 'professional process' as impressive. While there were mentions of slower response times and a desire for improved access to financial accounts, the overall sentiment reflects satisfaction with the professionalism demonstrated in their bookkeeping services.

Accounting Services for E-Commerce Platform

4.5 Mar 30, 2021

What did you find most impressive about them? It’s a streamlined and professional process.
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1 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for E-Commerce Platform
4.5 — An e-commerce business uses Bench Accounting for their ongoing bookkeeping services. The team focuses on updating the client's books within a reasonable timeframe. Read more
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Industry Experience

Bench Accounting has demonstrated expertise in the Retail and Healthcare industries, providing essential bookkeeping services. Clients note their professionalism and streamlined processes, particularly appreciating their responsiveness and effective communication. While feedback suggests a need for improved access to accounts in Retail, overall sentiment is highly positive in both sectors, indicating a strong fit for businesses seeking reliable and specialized bookkeeping support.
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Retail Healthcare

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Clients generally perceive Bench Accounting as providing good value for money despite a higher cost compared to other options. One client noted, "It’s going to cost a little more, but the process makes it worth it," indicating satisfaction with the service quality. Another client highlighted their affordability and responsiveness, stating, "They’ve taken all the headache of bookkeeping away," further affirming the investment's worth. Overall, the sentiment reflects a positive assessment of cost relative to the services received.
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Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

In-depth client interviews and ratings
Comprehensive project details
Market presence
Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

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.

Top Financial Services Firms

List of the Top Financial Services Companies

Reviews mention Easy to work with

Website & CRM for Public Risk Pool

Reviewed 1 time in the past 6 months

CSTMR is very responsive

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