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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: September 18, 2026
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32,950 Companies

List of the Top Financial Services Companies

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    CSTMR Logotype

    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 branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.

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    Industry Experience

    CSTMR has demonstrated extensive expertise in the financial services sector, supporting clients with brand optimization, digital marketing strategies, and website development. Reviews indicate strong capabilities in enhancing brand awareness and customer acquisition, resulting in significant traffic and engagement increases. Clients praised CSTMR for its collaborative approach and commitment to understanding their unique needs. Additionally, CSTMR's adaptability and effectiveness extend to other industries, including risk management and technology, suggesting a strong fit for any organization seeking comprehensive marketing support.

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    Other Industry Financial services Other industries

    Average Project Cost Breakdown

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

    What Clients Have Said

    CSTMR is perceived as providing strong value for money, with clients noting their expertise in digital marketing and brand strategy. One client highlighted a $210,000 investment resulting in doubled website traffic and significantly increased demo requests. Another praised their ability to reduce customer acquisition costs while enhancing brand visibility. Overall, feedback reflects satisfaction with CSTMR's pricing relative to the results achieved, emphasizing their commitment to delivering high-quality service and outcomes.
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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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  • The MFA Companies Logotype

    4.0 1 review
    Undisclosed
    Undisclosed
    50 - 249
    Tewksbury, MA

    Services provided

    75% Accounting
    25% Business Consulting

    The MFA Companies is an accounting firm specializing in Tax Preparation and Accounting Services. Feedback indicates a high level of client satisfaction, with 100% of reviewers highlighting their responsiveness and effective use of the Suralink platform for streamlined tax submission. Their professional approach and clear communication are consistently praised, contributing to an overall positive client experience.

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    0 of 1 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Tax Preparation for Digital Agency

    4.0 — The MFA Companies provides tax preparation services for a web development firm. Using Suralink to track and gather materials, they submit annual taxes for the business.  Read more
    Read 1 Review

    Industry Experience

    The MFA Companies have demonstrated strong expertise in the IT Services sector, particularly in tax assistance and project management. Clients appreciate their responsiveness and the efficiency of their Suralink platform, which streamlines communication and compliance. Overall sentiment is highly positive, with clients noting their effectiveness in meeting deadlines and providing clear guidance. This provider is well-suited for businesses within IT Services seeking reliable tax solutions and responsive project management support.

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    IT Services

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients generally perceive The MFA Companies as offering solid value for their services, particularly in tax management. One client noted an investment of $25,000–$30,000, highlighting their responsiveness and effective use of the Suralink platform, which streamlined communication and project management. Overall sentiment indicates satisfaction with the cost relative to the quality of service, with no major areas for improvement identified.
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  • Atchley & Associates, LLP Logotype

    4.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Austin, TX

    Services provided

    80% Accounting
    20% Business Consulting

    Atchley & Associates, LLP is a CPA firm specializing in tax preparation and accounting services. The reviews highlight their efficiency in handling tax filing and financial statement preparation, with 100% of reviewers noting their responsiveness. However, communication regarding the scope of work presents an area for improvement. Overall, they are recommended for their expertise but require clear guidelines on project scope.

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

    Accounting PROJECT HIGHLIGHT

    Tax Preparation for Healthcare Advocacy

    4.0 — Atchley & Associates, LLP provided tax preparation and filing services for a nonprofit health advocacy group. Their team handled the end of year filings.  Read more
    Read 1 Review

    Industry Experience

    Atchley & Associates, LLP has received positive feedback primarily in the healthcare industry, particularly from non-profit organizations. Clients praised their efficiency in tax preparation and responsiveness, though some noted communication issues regarding project scope. Overall, the sentiment is favorable, indicating that the firm is well-suited for healthcare-related financial services, especially tax-related needs. Prospective clients should ensure clarity on project parameters to enhance collaboration.

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    Healthcare

    Average Project Cost Breakdown

    What Clients Have Said

    Atchley & Associates, LLP provides satisfactory services, particularly in tax preparation for nonprofits. However, clients have noted concerns regarding affordability, with one reviewer indicating that additional bookkeeping services were not financially viable for their organization. Overall, while the firm is praised for efficiency and responsiveness, the need for clear communication about project scope and costs is emphasized to ensure value for money.
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  • Tax Affinity Accountants Logotype

    4.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Surbiton Kingston upon Thames, England

    Services provided

    90% Accounting
    10% Business Consulting

    Tax Affinity Accountants is an accounting services company specializing in bookkeeping, tax preparation, and financial advisory. They have been praised for their cost-effectiveness and expertise in government taxes, with 100% of the feedback highlighting affordability. While initial communication issues were noted, these were resolved, demonstrating their commitment to client satisfaction.

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

    Accounting PROJECT HIGHLIGHT

    Tax Accounting, Bookkeeping, & Advisory for Fragrance Co.

    4.0 — A fragrance subscription service hired Tax Affinity Accountants for their bookkeeping services. The team also assists with VAT returns and end of year accounts.  Read more
    Read 1 Review

    Industry Experience

    Tax Affinity Accountants has received positive feedback from clients in the Beauty & Cosmetics industry, particularly for their bookkeeping, VAT returns, and financial advisory services. Clients appreciate their cost-effectiveness and expertise in government taxes and business claims. Overall sentiment indicates strong performance, with minor communication challenges initially noted, which were addressed effectively. This suggests that Tax Affinity Accountants is well-suited for businesses seeking reliable accounting support in the Beauty & Cosmetics sector.

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    Beauty & Cosmetics

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Tax Affinity Accountants is recognized for providing excellent value for money, with clients highlighting their competitive pricing, such as £80 per month for comprehensive services. Reviewers appreciate their expertise in government taxes and business claims, which enhances the perceived value. Despite initial communication challenges, clients noted the firm's commitment to improvement and overall satisfaction with the cost-effectiveness of their services.
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  • NRS Accounting Services Inc. Logotype

    NRS Accounting Services Inc.

    4.0 1 review
    Undisclosed
    Undisclosed
    2 - 9

    Services provided

    100% Accounting

    NRS Accounting Services Inc. is a provider of comprehensive accounting services, including bookkeeping, tax preparation, and financial advisory. A recurring theme in their reviews is their ability to streamline accounts and provide insightful financial analysis, though there are occasional issues with meeting deadlines. Approximately 100% of reviewers appreciate their responsiveness and client-focused approach.

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    0 of 1 Accounting reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Advertising Agency

    4.0 — NRS Accounting Services Inc. provides extensive accounting services to an advertising agency. They oversee all HR, payroll, insurances, budgets, and accounts.  Read more
    Read 1 Review

    Industry Experience

    NRS Accounting Services Inc. has garnered positive feedback primarily from the advertising & marketing sector, particularly working with immigration law firms. Clients appreciate their expertise in formalizing accounts, budget definition, and comprehensive management of HR, payroll, and taxation. The firm is recognized for its responsiveness, thorough insights, and willingness to accommodate smaller clients. Overall sentiment indicates strong satisfaction within this industry, highlighting NRS as a valuable partner for businesses seeking robust accounting and tax services.

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    Advertising & marketing

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients express a positive sentiment regarding the value for money provided by NRS Accounting Services Inc., noting their thoroughness and insightful financial advice. One client highlighted a significant investment of $350,000 over many years, emphasizing the quality of service received in return. They appreciate the company's willingness to engage with smaller clients and provide tailored support, although some mention occasional deadline issues. Overall, clients feel that the services justify the costs incurred.
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  • Nordex Solutions Logotype

    Nordex Solutions

    4.0 1 review
    Undisclosed
    Undisclosed
    2 - 9

    Services provided

    100% Financial Advising & Planning

    Nordex Solutions is a merchant service provider specializing in accounting and financial analysis, offering services such as transaction fee negotiation and gateway API implementation. While 70% of feedback highlights significant cost savings, reviews indicate a need for improved communication and quicker proposal turnaround. Despite some project management shortcomings, clients report substantial financial benefits from engaging with Nordex Solutions.

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    0 of 1 Accounting reviews are 5 stars
    Unknown avg. project cost

    Accounting PROJECT HIGHLIGHT

    Payment Processing Service for E-Commerce Site

    4.0 — Nordex Solutions administers and processes the customer’s payments for an e-commerce merchant. They implemented an API that processes the payments from the site to the client’s bank account. Read more
    Read 1 Review

    Industry Experience

    Nordex Solutions has demonstrated expertise primarily in the Consumer Products sector, specifically in e-commerce. Feedback indicates strong strengths in cost savings through effective negotiation of transaction fees, achieving significant reductions for clients. However, areas for improvement include project management, detailed communication, and turnaround times. Overall sentiment in this industry is positive, with clients appreciating the financial impact but noting the need for enhanced service delivery.

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    Consumer Products

    Average Project Cost Breakdown

    What Clients Have Said

    Clients generally perceive Nordex Solutions as providing significant cost savings and value for money, particularly through their negotiation of transaction fees. One client noted a reduction from 2% to 1.3%, resulting in substantial monthly savings. However, feedback also highlights areas for improvement, specifically in communication and proposal detail, with one client expressing dissatisfaction with the slow turnaround time and lack of comprehensive information provided. Overall, the sentiment reflects satisfaction with savings but calls for enhanced service delivery.
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  • Flexport Logotype

    4.0 1 review
    Undisclosed
    Undisclosed
    1,000 - 9,999
    San Francisco, CA

    Services provided

    50% Insurance Services & Brokers
    30% Logistics & Supply Chain Consulting
    20% Ocean Freight

    Flexport is a logistics and freight forwarding company that specializes in customs brokerage and international forwarding services. Reviewers highlight their advanced use of AI and machine learning for efficiency, resulting in 20%-30% cost savings. The company's portal is praised for offering comprehensive shipment visibility and effective collaboration. Overall, clients report high satisfaction with Flexport's project management and innovative systems, with no significant areas for improvement noted.

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    Industry Experience

    Flexport has demonstrated expertise in the manufacturing sector, particularly in logistics and customs brokerage. Clients highlight their use of AI and machine learning for efficiency, resulting in significant cost savings and enhanced shipment visibility. The positive feedback emphasizes their project management capabilities and innovative portal for collaboration. Overall sentiment in manufacturing is highly favorable, indicating Flexport's suitability for companies needing robust logistics solutions.

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    Manufacturing

    Average Project Cost Breakdown

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

    What Clients Have Said

    Flexport has received positive feedback regarding their overall cost and value for money. Clients have reported savings of 20%–30% in customs-related costs due to Flexport's efficient use of AI and machine learning, which minimizes manual data entry. The investment range of $250,000–$500,000 has been deemed worthwhile, with clients appreciating the high visibility and collaborative tools offered through Flexport's portal. Overall, the sentiment indicates that Flexport provides significant value relative to their pricing.
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  • Formax BPO Beijing Inc Logotype

    4.0 1 review
    $1,000+
    < $25 / hr
    250 - 999
    Beijing, China

    Services provided

    25% AI Development
    25% Financial Advising & Planning
    25% IT Managed Services +1 service
    25% Logistics & Supply Chain Consulting

    Formax BPO Beijing Inc is a digital publishing service provider specializing in data processing, knowledge indexing, and structured typesetting for scientific and technological journals. Clients appreciate their strong execution and international perspective, evidenced by the processing of over 300,000 documents. While service and communication are satisfactory, there is room for improvement in data quality and pricing.

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    Industry Experience

    Formax BPO Beijing Inc has demonstrated strong capabilities in the publishing industry, particularly in digital publishing and content production for medical science and technology. Clients appreciate their foreign service experience, execution strength, and stable digital production team. The company has successfully processed over 300,000 documents and displayed effective project management. Overall sentiment is positive, although suggestions for improvement include enhancing data quality and staff training.

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    Publishing

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients have generally perceived Formax BPO Beijing Inc. as providing satisfactory value for money, noting their strong execution and experience in digital publishing. One reviewer highlighted the need for improved data quality and suggested reducing charges for mature business operations. Overall, the sentiment reflects a recognition of the company's capabilities, though some clients advocate for more competitive pricing and enhanced service quality.
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  • MATRIX ACCOUNTING SERVICES Logotype

    4.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Calgary, Canada

    Services provided

    100% Accounting

    MATRIX ACCOUNTING SERVICES is an accounting firm specializing in tax preparation and filing, serving businesses such as a clothing store in Calgary, Canada. The firm receives positive feedback for its precise and efficient services, with 100% of reviewers noting their proactive approach and ability to deliver timely results. Clients appreciate their expertise in bookkeeping and tax savings strategies.

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

    Accounting PROJECT HIGHLIGHT

    Tax Filing for Online Clothing Store

    4.0 — MAX ACCOUNTING SERVICES leads the tax filing efforts of a clothing store. They collate the client's bookkeeping documents and comply with government policies by filing taxes before mandated Read more
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    Industry Experience

    MATRIX ACCOUNTING SERVICES has demonstrated strong expertise in the retail industry, particularly in tax consulting and bookkeeping. Clients appreciate their proactive approach, timely delivery, and ability to resolve financial discrepancies, leading to effective tax savings. Overall sentiment is highly positive, indicating that businesses in retail seeking efficient accounting solutions would find MATRIX ACCOUNTING SERVICES to be a reliable partner.

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    Retail

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients express strong satisfaction with MATRIX ACCOUNTING SERVICES' cost-effectiveness and overall value. One client noted spending approximately $500 CAD for tax consulting services, highlighting significant time savings and accurate tax filings as key benefits. The consultant's proactive approach and ability to deliver precise results quickly further reinforce the company's value for money, with clients affirming that the investment is worthwhile.
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  • EL-ITE Consulting Logotype

    4.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Aurora, CO

    Services provided

    20% Accounting
    80% HR Consulting

    EL-ITE Consulting is a business solutions firm specializing in staff augmentation and client training services. The company has received positive feedback for their exceptional knowledge and ability to meet deadlines, with clients expressing satisfaction with their training methods. While 100% of reviews praise their expertise, there is a suggestion to expand their workforce.

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    Industry Experience

    EL-ITE Consulting has received positive feedback primarily in the Human Resources industry, where they have demonstrated expertise in staff augmentation and client training. Reviewers commend their deep knowledge of systems and effective communication skills, leading to high customer satisfaction. Their strengths include project management and the ability to meet deadlines. Potential clients in Human Resources seeking training and custom project support would find EL-ITE Consulting a strong fit.

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    Human Resources

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients have generally expressed satisfaction with EL-ITE Consulting's cost-effectiveness and the value they provide. One client noted a $50,000 investment, highlighting the impressive knowledge base and training capabilities of the team, which led to positive customer feedback. The firm consistently meets deadlines and demonstrates strong project management, suggesting that clients receive good value for their investment. However, there is a suggestion for the company to expand its team to enhance service delivery.
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  • Black & White Creative Logotype

    Black & White Creative

    Not yet reviewed

    Undisclosed
    $25 - $49 / hr
    2 - 9

    Services provided

    10% Accounting
    15% Advertising
    15% Content Marketing +5 services
    15% Search Engine Optimization
    15% Social Media Marketing
    10% Pay Per Click
    10% Web Design
    10% Web Development

    Black & White Creative is a small Advertising company headquartered in Reedsville, West Virginia. Their services include Advertising and Social Media Marketing.

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  • Solvensy Logotype

    5.0 5 reviews
    Undisclosed
    < $25 / hr
    10 - 49
    Kyiv, Ukraine

    Services provided

    25% Accounting
    30% Finance & Accounting Outsourcing (FAO)
    15% Business Consulting +3 services
    10% Finance Law
    10% Financial Advising & Planning
    10% Tax Law

    Solvensy® Outsourcing Company Bookkeeping services in the USA for small businesses.  QuickBooks Online bookkeeping. We have QuickBooks Online Proadvisor certificate. Accounting services in the

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  • CPA Site Solutions Logotype

    4.5 1 review
    Undisclosed
    Undisclosed
    50 - 249
    Colchester, VT

    Services provided

    20% Accounting
    20% Mobile & App Marketing
    20% Pay Per Click +2 services
    20% Search Engine Optimization
    20% Social Media Marketing

    CPA Site Solutions provides website creation and maintenance services, specifically tailored for CPA firms to enhance networking and client communication capabilities. Reviews highlight their positive ratings and cultural compatibility. The feedback emphasizes successful client acquisition through the website, with a recommendation for keeping up with industry trends.

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  • Grant Thornton LLP Logotype

    3.5 2 reviews
    Undisclosed
    Undisclosed
    1,000 - 9,999
    Arlington, VA

    Services provided

    100% Accounting

    Grant Thornton LLP is a prominent provider of Accounting Services, specializing in Audit Services, Tax Preparation, and Financial Advisory. Reviews indicate mixed feedback, with a strong emphasis on their expertise in complex tax filing, such as SR&ED claims, and corporate tax returns. However, 50% of clients noted challenges with project management and customer service, suggesting room for improvement in communication and adherence to timelines.

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    Reviews mention Unique expertise

    Clients highlight Grant Thornton LLP's unique expertise, particularly in the complex area of Scientific Research and Experimental Development (SR&ED) claims. One CEO noted their outstanding performance in navigating this niche, stating, 'the team does an outstanding job.' Overall, feedback indicates strong satisfaction with their specialized knowledge, which has significantly alleviated clients' tax-related burdens and ensured compliance with local regulations.
    • Accounting Services for Ophthalmic Materials Company
      4.0 Nov 16, 2021

      We appreciate Grant Thornton’s expertise in SR&ED claims — the process is very complicated and niche, but the team does an outstanding job.

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    0 of 2 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Ophthalmic Materials Company

    4.0 — Grant Thornton LLP provides accounting services to an ophthalmic materials company. They file annual corporate tax returns and help with SR&ED claims. Additionally, they offer financial planning Read more
    Read 2 Reviews

    Industry Experience

    Grant Thornton LLP has demonstrated expertise across diverse industries such as Arts, Entertainment, Nonprofits, and Advanced Ophthalmic Materials. Clients in the nonprofit sector appreciate their auditing capabilities, though some highlighted challenges with project management and customer service. In the advanced materials industry, the firm's proficiency in corporate tax returns and SR&ED claims received high praise. Overall, sentiment varies by industry, with strengths in tax-related services and auditing, while acknowledging the need for improved communication and project management.

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    Arts, entertainment & music Other Industry

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients generally perceive Grant Thornton LLP as providing good value for money, particularly in their expertise and reliability. One client noted a positive experience with tax return filings, stating, "We haven’t had any issues with the local government about our tax returns," indicating effective service. However, another client expressed concerns about project management and communication, suggesting that while their services are valuable, improvements in customer service and adherence to timelines could enhance overall satisfaction.
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  • Brian Dougherty Ltd. Logotype

    3.5 1 review
    Undisclosed
    Undisclosed
    10 - 49
    North Vancouver, Canada

    Services provided

    100% Accounting

    Brian Dougherty Ltd. is an accounting services firm specializing in corporate tax preparation and filing, with expertise in financial and tax planning for small businesses. While 100% of reviewers praise their knowledge in accounting and tax preparation, 100% also note the need for improved project management and timely responses.

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    Industry Experience

    Brian Dougherty Ltd. has received positive feedback primarily within the healthcare sector, particularly from optometry businesses. Clients commend their expertise in corporate tax preparation and financial planning, noting impactful guidance that led to significant financial benefits. While their industry knowledge is well-regarded, reviews suggest a need for improved project management and customer service responsiveness. Overall, their strengths are evident in the healthcare industry, making them a suitable choice for similar small businesses seeking financial expertise.

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    Healthcare

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have generally found Brian Dougherty Ltd. to offer good value for money, with services costing less than $10,000 and providing significant insights, such as securing a GST credit. However, some feedback indicates that while their expertise in corporate tax preparation is commendable, responsiveness and project management could be improved, suggesting a mixed sentiment regarding overall customer service relative to the value of their financial services.
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  • PYA Logotype

    Not yet reviewed

    $5,000+
    Undisclosed
    250 - 999
    Knoxville, TN

    Services provided

    80% Accounting
    10% Business Consulting
    10% IT Strategy Consulting

    Founded in 1983, PYA is an Accounting company. The firm offers Accounting and IT strategy consulting.

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  • Progest - Consultoria Empresarial Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Fraião, Portugal

    Services provided

    20% Accounting
    20% Business Consulting
    20% Business Valuation Services +2 services
    20% Financial Consulting
    20% Funding & Investment

    Progest - Consultoria Empresarial, a Business Consulting company, was established in 2001. They focuses on Business Consulting and Accounting.

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  • CHAPA KAZI BUSINESS SERVICES Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    10 - 49
    Ahmedabad, India

    Services provided

    20% Accounting
    10% Architectural Design
    10% Back Office Outsourcing +6 services
    10% Digital Strategy
    10% Graphic Design
    10% HR Outsourcing
    10% Low/No Code Development
    10% Social Media Marketing
    10% Web Design

    Established in 2020, CHAPA KAZI BUSINESS SERVICES is a web design company. The team specializes in Web Design and Accounting and is headquartered in Ahmedabad, India.

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  • Workforce Group Logotype

    Not yet reviewed

    $5,000+
    $100 - $149 / hr
    50 - 249
    Lagos, Nigeria

    Services provided

    20% Accounting
    20% Corporate Training & Coaching
    20% Marketing Strategy +7 services
    10% Business Consulting
    10% Financial Consulting
    10% HR Consulting
    3% HR Outsourcing
    3% Recruiting
    2% PEO/Employee Leasing
    2% Staffing

    Workforce Group, a Marketing Strategy company, was established in 2004. The midsize team specializes in Marketing Strategy and Corporate Training & Coaching.

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  • Accountfully Logotype

    Not yet reviewed

    Undisclosed
    $150 - $199 / hr
    50 - 249
    Charleston, SC

    Services provided

    95% Accounting
    5% Financial Advising & Planning

    Accountfully, an Accounting company, is located in Charleston, South Carolina and Nashville, Tennessee. The team offers Accounting and Financial Advising & Planning.

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    $750 Intro Outsourced Accounting $1,000 Base pricing for simple set ups. Will vary. $5,000 Ranges based on complexity of needs

    Intro to Full Service Outsourced Accounting

    When a client engages our outsourced accounting services, they get a dedicated accounting team designed to become a seamless part of the company. Acting as their full service accounting department, they provide the timely insight required to make big forward-moving business decisions with confidence. Pricing depends on the complexity of the needs
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  • Astra Poslovni Inženjering Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Zagreb, Croatia

    Services provided

    70% Accounting
    10% Business Consulting
    10% Commercial Financing +1 service
    10% Financial Advising & Planning

    Astra Poslovni Inženjering is an Accounting company. They are located in Zagreb, Croatia, and their services include Accounting and Business Consulting.

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  • Accounting Prose Logotype

    Not yet reviewed

    $10,000+
    Undisclosed
    10 - 49
    Denver, CO

    Services provided

    60% Accounting
    30% HR Outsourcing
    10% Business Consulting

    Accounting Prose is an Accounting company. They were established in 2010 and focus on Accounting and HR Outsourcing.

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  • Palmy Studio Logotype

    Not yet reviewed

    Undisclosed
    $100 - $149 / hr
    2 - 9
    Delray Beach, FL

    Services provided

    10% Accounting
    10% Application Testing
    10% Branding +7 services
    10% E-Commerce Development
    10% Ecommerce Marketing
    10% Logo
    10% Search Engine Optimization
    10% UX/UI Design
    10% Web Design
    10% Web Development

    Palmy Studio is a branding firm. Founded in 2024, the team focuses on Branding and Search Engine Optimization.

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  • Reconciled Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Burlington, VT

    Services provided

    75% Accounting
    15% Business Consulting
    10% Financial Consulting

    Located in Burlington, Vermont and Charlotte, North Carolina, Reconciled is an Accounting company. They offer Accounting and Business Consulting and were launched in 2015.

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  • Setindiabiz Logotype

    0.5 1 review
    Undisclosed
    Undisclosed
    50 - 249
    New Delhi, India

    Services provided

    50% Accounting
    50% Business Consulting

    Setindiabiz is a company providing company registration and CA support services. Feedback indicates a mixed experience, with some clients noting partial success but also significant areas for improvement, particularly in workflow effectiveness. Approximately 100% of the feedback highlights dissatisfaction with the service, suggesting the need for enhancement in client support and overall service delivery.

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    Industry Experience

    Setindiabiz has received mixed feedback primarily in the Education sector, where their services in company registration and CA support were utilized. While some clients noted a lack of effective communication and workflow, the overall sentiment reflects a need for significant improvement. Potential clients in the Education industry should carefully assess this provider's capabilities and consider their challenges before engaging.

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    Education

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Client feedback indicates a negative perception of Setindiabiz's overall cost and value for money. One reviewer highlighted a lack of support and poor workflow, stating, 'Nothing' was impressive about the company, and there is 'a lot' of room for improvement. The experience was described as 'somewhat success and somewhat negative,' suggesting that clients may feel they did not receive adequate value relative to the costs incurred.
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  • Fullsteam - Insurance Brokerage Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Los Angeles, CA

    Services provided

    100% Insurance Services & Brokers

    Fullsteam - Insurance Brokerage is a small Los Angeles, California-based Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.

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  • Healy Consultants Group Logotype

    Not yet reviewed

    $5,000+
    Undisclosed
    50 - 249
    Singapore, Singapore

    Services provided

    60% Accounting
    40% Business Consulting

    Healy Consultants Group, an Accounting company, was launched in 2003. The midsize team specializes in Accounting and Business Consulting.

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  • HORAN Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    50 - 249
    Fort Mitchell, KY

    Services provided

    35% Financial Advising & Planning
    35% Insurance Services & Brokers
    20% Financial Consulting +1 service
    10% Business Consulting

    HORAN provides legendary service, employee benefits consulting, wealth management and life insurance for both corporate and individual clients. Since 1948, HORAN has served as a trusted advisor

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  • CloudCFO Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Mandaluyong, Philippines

    Services provided

    65% Accounting
    30% Finance & Accounting Outsourcing (FAO)
    5% Business Consulting

    CloudCFO Inc. Is an Accounting company. The Mandaluyong, Philippines-based agency was founded in 2016. Their services include Accounting and Finance & Accounting Outsourcing (FAO).

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  • techsnippy pvt limited. Logotype

    Not yet reviewed

    $10,000+
    < $25 / hr
    10 - 49
    Shivamogga, India

    Services provided

    30% Insurance Services & Brokers
    25% Graphic Design
    25% Other Design +2 services
    15% Logo
    5% Tax Law

    Launched in 2024, techsnippy pvt limited. Is a small Shivamogga, India-based Insurance Services & Brokers company. Their team offers Insurance Services & Brokers and Graphic Design.

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  • The Pro Accountants and Tax Consultants LLC Logotype

    The Pro Accountants and Tax Consultants LLC

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49

    Services provided

    20% Accounting
    15% Back Office Outsourcing
    15% Business Consulting +4 services
    15% Business Valuation Services
    15% Finance & Accounting Outsourcing (FAO)
    15% Financial Consulting
    5% Content Moderation Services

    The Pro Accountants and Tax Consultants LLC, an Accounting company, is in St. Petersburg, Florida and Lahore, Pakistan. They specialize in Accounting and Business Consulting and were launched in

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    $500 Basic plan for startups & small businesses. $700 Starter Plan for growing startups & SMEs. $1,999 Booming Plan for corporate level companies.

    Bookkeeping

    Join thousands of entrepreneurs that choose to scale their businesses with The Pro Accountants. We’ve got the bookkeeping package that’s right for your needs – and your budget. Get started with one of our experts today and free up your time.
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  • Optimizator Financial LLC Logotype

    Optimizator Financial LLC

    5.0 1 review
    $5,000+
    $100 - $149 / hr
    2 - 9

    Services provided

    20% Accounting
    30% Financial Advising & Planning
    20% Business Consulting +2 services
    20% Logistics & Supply Chain Consulting
    10% Financial Consulting

    Optimizator Financial LLC specializes in financial modeling, budgeting, and accounting, offering services such as financial projections, inventory forecasting, and streamlined accounting systems. The reviews highlight Val's exceptional expertise in finance and operations, meticulous attention to detail, and effective communication, which have significantly supported clients in decision-making and achieving financial clarity. Clients appreciate Optimizator's unique, comprehensive approach and adherence to timeframes.

    See all 1 projects
    $250 $450 $850

    Monthly Bookkeeping

    Are you tired of having no structure or clarity in your books? We can help. As a full-scale finance partner, we provide bookkeeping services. All packages include: 1. Transaction Categorizations 2. Invoicing and Billing 3. Bank Reconciliations 4. Reporting 5. 1 Hour Call with a CFO Add-ons: 1. Payroll 2. Tax Prep 3. Tax Filings
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  • Armanino Logotype

    1.5 1 review
    $1,000+
    $100 - $149 / hr
    250 - 999
    Los Angeles, CA

    Services provided

    100% Accounting

    Armanino offers a range of services including Audit Services, Financial Reporting, and Tax Preparation. The overall feedback suggests that while Armanino's pricing was budget-friendly, their billing transparency was a concern due to undisclosed fees. Clients appreciated their timely delivery but noted the need for improved transparency in billing practices.

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  • Squar Milner Logotype

    1.0 1 review
    $1,000+
    $100 - $149 / hr
    250 - 999
    Los Angeles, CA

    Services provided

    100% Accounting

    Squar Milner is a CPA firm specializing in Accounting Services, Financial Reporting, and Tax Preparation, with a notable focus on international transactions. Reviews reflect critical feedback, with 100% of reviewers highlighting issues related to unclear billing practices and incomplete work impacting client financials. However, they have demonstrated expertise in international tax issues and identifying tax deductions from past filings.

    See all 1 projects

    Industry Experience

    Squar Milner has demonstrated expertise primarily in the Legal industry, particularly with clients involved in international transactions and tax compliance. Feedback indicates they possess strong capabilities in identifying tax deductions and preparing complex returns, though concerns about billing practices and project management were noted. Overall sentiment within this sector is mixed; while their technical skills are acknowledged, issues with transparency and communication may deter potential clients. Firms seeking guidance on international tax matters may find them suitable, but should proceed with caution.

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    Select Industry to see insights

    Legal

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients express significant concerns regarding Squar Milner's pricing and value for money. One client reported an investment exceeding $360,000, questioning the lack of itemized billing and clarity in charges, suggesting that the total was disproportionate to the services rendered. They experienced issues with incomplete work and communication. While some acknowledged the firm's expertise in international transactions, the overall sentiment highlights dissatisfaction with transparency and perceived overcharging, advising potential clients to secure detailed engagement letters.
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  • KLOUDAC Accounting and Bookkeeping LLC Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    10 - 49
    Dubai, United Arab Emirates

    Services provided

    90% Accounting
    10% Business Consulting

    KLOUDAC Accounting and Bookkeeping LLC, an Accounting company, was founded in 2017. Based in Dubai, United Arab Emirates, the team offers Accounting and Business Consulting.

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  • IRIS Business Services Ltd Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Navi Mumbai, India

    Services provided

    100% Financial Advising & Planning

    Founded in 2000, IRIS Business Services Ltd is a midsize Navi Mumbai, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning.

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  • Raich Ende Malter & Co. LLP Logotype

    3.0 1 review
    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    100% Accounting

    Raich Ende Malter & Co. LLP is an accounting firm offering services such as bookkeeping, tax filing, and financial statement preparation. Review feedback highlights issues with transparency and pricing consistency, with 100% of reviewers experiencing unexpected fee increases and communication challenges. Despite professional presentation, clients noted a lack of follow-through and outdated tax law knowledge.

    See all 1 projects

    Industry Experience

    Raich Ende Malter & Co. LLP has experience in the healthcare sector, specifically with mental health facilities. While they provided a range of accounting services, feedback indicates issues with communication and unexpected fee increases. Clients noted that while the team presented well, they lacked follow-through and up-to-date knowledge on tax law. Overall sentiment suggests caution for healthcare organizations considering their services, emphasizing the need for clear contracts and proactive communication.

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    Select Industry to see insights

    Healthcare

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients have expressed concerns regarding the overall cost and value for money provided by Raich Ende Malter & Co. LLP. One client reported an initial agreed price that escalated unexpectedly, leading to significant dissatisfaction with increasing invoices and lack of communication. They noted that while the services were performed adequately, the inconsistent pricing and poor follow-through diminished perceived value. Potential customers are advised to secure a concrete contract and remain vigilant about billing discrepancies.
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  • RDG+Partners Logotype

    3.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Pittsford, NY

    Services provided

    80% Accounting
    20% Business Consulting

    RDG+Partners is an accounting services firm specializing in tax preparation, financial planning, and business consulting. Their reviews reflect a shift in service quality; 50% of the collaboration was positive with effective strategies and recommendations, but service declined due to inadequate team oversight and communication, impacting client satisfaction.

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    Industry Experience

    RDG+Partners has garnered feedback primarily from the Advertising & Marketing industry, where they demonstrated strong initial expertise in financial oversight, strategic guidance, and business consulting. Clients appreciated their proactive engagement and effective strategies; however, sentiment declined due to issues with team transitions and communication over time. Potential clients in this industry should ensure senior-level oversight to maintain quality service throughout their engagement.

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    Select Industry to see insights

    Advertising & marketing

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients have expressed mixed sentiments regarding RDG+Partners' cost and value for money. One reviewer noted an investment of approximately $50,000 over several years, initially appreciating the quality of service and strategic guidance. However, dissatisfaction grew due to a decline in performance and lack of communication in later stages, leading to concerns about the value received. It is advised that future clients ensure senior oversight for sustained quality.
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  • ANJA, Inc. Logotype

    3.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Visalia, CA

    Services provided

    80% Accounting
    20% Business Consulting

    ANJA, Inc. is an accounting services firm specializing in tax preparation and financial reporting. Despite their professionalism and generally positive interactions, the reviews highlight recurring issues with errors in tax filings, such as incorrect social security numbers and missing tax exemption codes, with 100% of reviewers mentioning these errors. Clients appreciate their amicable nature, but emphasize the need for improved accuracy and accountability in their services.

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    Industry Experience

    ANJA, Inc. has primarily worked in the tax processing sector, demonstrating a mixed sentiment from clients. Feedback highlights strengths in approachability and customer service, yet caution is advised due to reported inaccuracies in tax filings. Clients from the 'Other Industry' express a need for improved attention to detail in documentation, particularly social security numbers. Overall, potential clients in the tax processing domain may find value in ANJA's services, but should remain vigilant about oversight.

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    Select Industry to see insights

    Other Industry

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have expressed mixed sentiments regarding ANJA, Inc.'s pricing and overall value. One reviewer noted that services typically ranged around $200, with an additional $75 amendment fee, indicating reasonable pricing. However, dissatisfaction arose from repeated mistakes made by the CPA, leading to tax rejections and communication issues. While clients acknowledged the firm's good intentions, they emphasized the need for improved accuracy and responsiveness to enhance perceived value.
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  • Frank J. Kalenda, CPA Logotype

    3.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Houston, TX

    Services provided

    75% Accounting
    25% Business Consulting

    Frank J. Kalenda, CPA is an accounting services firm specializing in tax preparation, financial statement preparation, and bookkeeping. While they are praised for their thorough and precise work, issues with timeliness, particularly a missed tax filing resulting in fines, led to negative feedback. Seventy-five percent of the feedback highlights their precision, whereas 25% criticize their punctuality.

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    Industry Experience

    Frank J. Kalenda, CPA has worked primarily within the home security industry, providing accounting services for a client who transitioned from LLC to S Corporation. Feedback indicates expertise in compliance and thoroughness, although concerns were raised regarding timeliness in filing. Overall sentiment in this industry reflects a mix of satisfaction with the quality of work, paired with a cautionary note on timely deliverables. This suggests the provider may be a strong fit for clients seeking detailed, rule-abiding accounting services.

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    Select Industry to see insights

    Other Industry

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have expressed mixed sentiments regarding the overall cost and value for money of Frank J. Kalenda, CPA. While one client appreciated the thoroughness and precision of his work, they noted significant issues with timeliness, resulting in fines and penalties. The client emphasized the importance of diligence in managing deadlines, suggesting that while the service provided was valuable, adherence to timelines is crucial to avoid additional costs.
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  • firma.de Logotype

    3.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Wiesbaden, Germany

    Services provided

    45% Accounting
    15% Back Office Outsourcing
    15% Business Consulting +2 services
    15% Marketing Strategy
    10% IT Strategy Consulting

    firma.de is an accounting services firm offering bookkeeping, tax preparation, and advisory services. However, feedback indicates challenges in communication and project management, with 20% of emails reportedly going unanswered and slow turnaround times. A significant portion of clients, including 100% from this review, highlighted a lack of expectations alignment and responsiveness.

    See all 1 projects

    Industry Experience

    firma.de has experience in the Arts, Entertainment & Music industry, providing bookkeeping, tax advice, and company incorporation services. Feedback indicates slow turnaround times and communication issues, with multiple agents often unaware of prior interactions. Clients noted a lack of impressive performance and suggested improvements in project management and responsiveness. Overall sentiment reflects concerns regarding efficiency and clarity, indicating that potential clients in creative industries may want to consider these factors before engaging.

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    Select Industry to see insights

    Arts, entertainment & music

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients have expressed mixed feelings about firma.de's cost and value for money. While some appreciate the range of services provided, feedback indicates concerns regarding slow turnaround times and inconsistent communication. One client noted that 20% of emails went unanswered, leading to confusion. Overall, the sentiment suggests that while the pricing may be competitive, the perceived value is diminished by service delivery issues and lack of clarity in project management.
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  • Con Dolan Accountants Logotype

    Con Dolan Accountants

    3.0 1 review
    Undisclosed
    Undisclosed
    2 - 9

    Services provided

    100% Accounting

    Con Dolan Accountants specializes in Accounting Services, including Tax Preparation and Financial Reporting, for businesses. Overall, 100% of reviewers appreciate their timely work completion and experienced service, though 100% also note communication as an area for improvement.

    See all 1 projects

    Industry Experience

    Con Dolan Accountants has received positive feedback primarily from the Consumer Products industry, particularly from fashion businesses. Clients commend their timely completion of accounting and tax work, highlighting their expertise and reliability. However, communication and customer service have been noted as areas for improvement. Overall, their strengths in delivering quality work make them a suitable choice for clients in the Consumer Products sector, while potential clients should be aware of communication challenges.

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    Select Industry to see insights

    Consumer Products

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients generally find Con Dolan Accountants to offer good value for money, with one reviewer noting an investment of €2,000–€2,500 for comprehensive yearly accounting and tax services. The quality of work is praised, and the firm is recognized for timely completion of tasks. However, some clients have expressed concerns regarding customer service and communication, suggesting that while the pricing is reasonable, improvements in client interaction could enhance overall satisfaction.
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  • Capital Auditores Logotype

    Capital Auditores

    3.0 1 review
    Undisclosed
    Undisclosed
    2 - 9

    Services provided

    80% Accounting
    20% Business Consulting

    Capital Auditores is an auditing firm specializing in business auditing and financial statement preparation. While they have a long-term engagement with clients, feedback indicates mixed reviews, with some challenges in understanding client businesses initially and a significant accounting mistake in 2020. The majority (around 70%) of feedback lacks mention of standout performance or impressive features.

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    Industry Experience

    Capital Auditores has demonstrated expertise primarily in the financial services industry, providing annual audits for regulated financial advisory firms. Feedback indicates a gradual improvement in understanding complex business operations, though initial engagement posed challenges. Overall sentiment reflects a reliable, though not exceptional, auditing service, with a noted error in accounting that highlights room for improvement. Potential clients in the financial sector may find them a suitable match, particularly for standard auditing needs.

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    Select Industry to see insights

    Financial services

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients generally perceive Capital Auditores as offering average value for money, with annual costs ranging from €5,000 to €6,000. While one client noted the auditors' initial lack of understanding of the business, they acknowledged improvements over time. However, the sentiment remains mixed, as another client found no remarkable attributes and cited a significant accounting mistake in 2020, suggesting potential areas for improvement in accuracy and expertise.
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  • PropertyGuru Finance Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Kuala Lumpur, Malaysia

    Services provided

    45% Financial Advising & Planning
    25% Commercial Financing
    10% Commercial Brokerage Services +2 services
    10% Financial Consulting
    10% Funding & Investment

    PropertyGuru Finance is a Financial Advising & Planning company located in Kuala Lumpur, Malaysia. They focus on Financial Advising & Planning and Commercial Financing.

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  • CFO Insights Ltd Logotype

    Not yet reviewed

    $10,000+
    $100 - $149 / hr
    2 - 9
    Sofia, Bulgaria

    Services provided

    40% Fractional CFO Services
    25% Financial Advising & Planning
    15% Funding & Investment +2 services
    10% Business Valuation Services
    10% Financial Consulting

    CFO Insights Ltd, a Fractional CFO Services company, is headquartered in Sofia, Bulgaria. Launched in 2021, the team provides Fractional CFO Services and Financial Advising & Planning.

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  • Paro Logotype

    0.6 5 reviews
    Undisclosed
    Undisclosed
    50 - 249
    Chicago, IL

    Services provided

    25% Accounting
    25% ERP Consulting and SI
    25% Finance & Accounting Outsourcing (FAO) +2 services
    15% Business Consulting
    10% Financial Consulting

    Paro is a company purportedly providing accounting services, including bookkeeping and fractional CFO services. However, their reviews highlight significant dissatisfaction, with 100% of the feedback being negative. Common criticisms include incompetence, poor customer support, overbilling, and ethical concerns in business dealings. Issues such as failure in tax filing preparedness and lack of support for resolving disputes are recurrent themes.

    See all 5 projects

    Industry Experience

    Paro's client feedback reveals significant dissatisfaction across various industries, including Retail, Arts, Entertainment & Music, and Information Technology. In Retail, clients noted incompetence and poor customer support, leading to negative experiences. The Arts sector highlighted failures in timely bookkeeping and financial compliance, while clients in IT cited unethical practices and conflicts of interest. Overall sentiment indicates a lack of reliability and professionalism, suggesting potential clients in these industries should consider alternatives.

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    Select Industry to see insights

    Other Industry Retail Arts, entertainment & music

    Average Project Cost Breakdown

    Less than $10,000 (2)

    What Clients Have Said

    Client feedback on Paro highlights significant concerns regarding their cost and value for money. One CEO mentioned being charged $750/month for services that were deemed incompetent, while another client faced overbilling issues, with charges exceeding the agreed contract by $2,520 to $3,120. Overall sentiment reflects dissatisfaction with both the quality of service and the company's responsiveness to billing disputes, leading to a perception that Paro does not provide adequate value for its pricing.
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    View projects from:

    Toms River, New Jersey (1) Nanuet, New York (1) Los Angeles, California (1)
    View Profile
  • Equirus Wealth Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    50 - 249
    Mumbai, India

    Services provided

    50% Financial Advising & Planning
    30% Funding & Investment
    20% Business Valuation Services

    Equirus Wealth is a Financial Advising & Planning company. They are in Mumbai, India and Ahmedabad, India. Their team provides Financial Advising & Planning and Funding & Investment.

    Read more
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  • LeaseAccelerator Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Reston, VA

    Services provided

    50% Commercial Brokerage Services
    50% Financial Advising & Planning

    LeaseAccelerator, a Commercial Brokerage Services and Financial Advising & Planning company, offer Commercial Brokerage Services and Financial Advising & Planning. They were launched in 2009.

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  • Trust Consulting Services Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    10 - 49
    Washington, DC

    Services provided

    30% Business Consulting
    30% Financial Advising & Planning
    30% IT Strategy Consulting +1 service
    10% Financial Consulting

    Established in 2015, Trust Consulting Services is an IT strategy consulting company. Their team focuses on IT strategy consulting and Business Consulting.

    Read more
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  • Swadesh Softwares Pvt. Ltd. Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    50 - 249
    Durgapur, India

    Services provided

    10% Accounting
    40% Custom Software Development
    20% E-Commerce Development +2 services
    15% Web Design
    15% Web Development

    Swadesh Softwares Pvt. Ltd., a custom software development company, was launched in 2011. They offers Custom Software Development and E-Commerce Development.

    Read more
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  • Buzón E Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Ciudad de México, Mexico

    Services provided

    30% Accounting
    35% Business Consulting
    35% IT Managed Services

    Buzón E is an IT managed services company. Their midsize team of employees is located in Ciudad de México, Mexico. Their team offers IT managed services and Business Consulting.

    Read more
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Ability to deliver
Focus
Clutch Leaders Matrix

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

1 Vserve Ebusiness Solutions
2 indinero
3 KDG
4 George Dimov, CPA
5 Acuity Accounting
6 ALLSTARSIT
7 Zenbooks
8 Auxis
9 Maxim Liberty
10 Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post
11 2ndOffice
12 Ravix Group
13 MindSpace Outsourcing Services Pvt. Ltd.
14 Pearl Lemon
15 Hiline

List of the Top 15 Financial Services Companies

  1. Vserve Ebusiness Solutions Logotype

    Vserve Ebusiness Solutions

    $1,000+
    < $25 / hr
    250 - 999
    Coimbatore, India

    Ability to deliver

    37.8/40.0
    18.2/20 Reviews
    10/10 Clients & Experience
    9.6/10 Market Presence

    Service focus

    25% Accounting
    75% Other
    View Profile Visit Website
  2. indinero Logotype

    indinero

    Undisclosed
    $100 - $149 / hr
    50 - 249
    Walnut, CA

    Ability to deliver

    37.8/40.0
    17.8/20 Reviews
    10/10 Clients & Experience
    10/10 Market Presence

    Service focus

    30% Accounting
    70% Other
    View Profile Visit Website
  3. KDG Logotype

    KDG

    $5,000+
    $200 - $300 / hr
    10 - 49
    Allentown, PA

    Ability to deliver

    36.5/40.0
    16.8/20 Reviews
    10/10 Clients & Experience
    9.7/10 Market Presence

    Service focus

    20% Accounting
    80% Other
    View Profile Visit Website
  4. George Dimov, CPA Logotype

    George Dimov, CPA

    Undisclosed
    $200 - $300 / hr
    10 - 49
    New York, NY

    Ability to deliver

    36.4/40.0
    16.8/20 Reviews
    10/10 Clients & Experience
    9.6/10 Market Presence

    Service focus

    85% Accounting
    15% Other
    View Profile Visit Website
  5. Acuity Accounting Logotype

    Acuity Accounting

    Undisclosed
    Undisclosed
    50 - 249
    Atlanta, GA

    Ability to deliver

    36.4/40.0
    17/20 Reviews
    9.6/10 Clients & Experience
    9.8/10 Market Presence

    Service focus

    30% Accounting
    70% Other
    View Profile Visit Website
  6. ALLSTARSIT Logotype

    ALLSTARSIT

    $25,000+
    $25 - $49 / hr
    1,000 - 9,999
    San Francisco, CA

    Ability to deliver

    36.2/40.0
    20/20 Reviews
    8.7/10 Clients & Experience
    7.5/10 Market Presence

    Service focus

    10% Accounting
    90% Other
    View Profile Visit Website
  7. Zenbooks Logotype

    Zenbooks

    $1,000+
    $150 - $199 / hr
    10 - 49
    Ottawa, Canada

    Ability to deliver

    35.7/40.0
    17.6/20 Reviews
    8.8/10 Clients & Experience
    9.3/10 Market Presence

    Service focus

    25% Accounting
    75% Other
    View Profile Visit Website
  8. Auxis Logotype

    Auxis

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Plantation, FL

    Ability to deliver

    35.4/40.0
    15.6/20 Reviews
    10/10 Clients & Experience
    9.8/10 Market Presence

    Service focus

    10% Accounting
    90% Other
    View Profile Visit Website
  9. Maxim Liberty Logotype

    Maxim Liberty

    $1,000+
    $25 - $49 / hr
    1,000 - 9,999

    Ability to deliver

    35.3/40.0
    16.2/20 Reviews
    10/10 Clients & Experience
    9.2/10 Market Presence

    Service focus

    90% Accounting
    10% Other
    View Profile Visit Website
  10. Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post Logotype

    Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post

    $1,000+
    $50 - $99 / hr
    10 - 49
    Toronto, Canada

    Ability to deliver

    34.6/40.0
    16.2/20 Reviews
    9.5/10 Clients & Experience
    8.9/10 Market Presence

    Service focus

    40% Accounting
    10% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  11. 2ndOffice Logotype

    2ndOffice

    $1,000+
    < $25 / hr
    250 - 999

    Ability to deliver

    34.6/40.0
    16.4/20 Reviews
    9.3/10 Clients & Experience
    8.9/10 Market Presence

    Service focus

    10% Accounting
    90% Other
    View Profile Visit Website
  12. Ravix Group Logotype

    Ravix Group

    Undisclosed
    Undisclosed
    50 - 249
    San Jose, CA

    Ability to deliver

    34/40.0
    19.6/20 Reviews
    4.9/10 Clients & Experience
    9.5/10 Market Presence

    Service focus

    40% Accounting
    60% Other
    View Profile Visit Website
  13. MindSpace Outsourcing Services Pvt. Ltd. Logotype

    MindSpace Outsourcing Services Pvt. Ltd.

    $1,000+
    < $25 / hr
    50 - 249
    Jaipur, India

    Ability to deliver

    33.7/40.0
    16.4/20 Reviews
    8/10 Clients & Experience
    9.3/10 Market Presence

    Service focus

    50% Accounting
    50% Other
    View Profile Visit Website
  14. Pearl Lemon Logotype

    Pearl Lemon

    $1,000+
    $50 - $99 / hr
    10 - 49

    Ability to deliver

    33.7/40.0
    16.8/20 Reviews
    7.6/10 Clients & Experience
    9.2/10 Market Presence

    Service focus

    10% Accounting
    90% Other
    View Profile Visit Website
  15. Hiline Logotype

    Hiline

    Undisclosed
    Undisclosed
    50 - 249
    Syracuse, NY

    Ability to deliver

    33.6/40.0
    17.2/20 Reviews
    8.7/10 Clients & Experience
    7.7/10 Market Presence

    Service focus

    40% Accounting
    60% Other
    View Profile Visit Website
  16. OGScapital Logotype

    OGScapital

    $5,000+
    $100 - $149 / hr
    10 - 49

    Ability to deliver

    33.6/40.0
    17/20 Reviews
    7.6/10 Clients & Experience
    9/10 Market Presence

    Service focus

    30% Accounting
    70% Other
    View Profile Visit Website
  17. The 10X Accountant® Logotype

    The 10X Accountant®

    $1,000+
    $100 - $149 / hr
    2 - 9
    Schaumburg, IL

    Ability to deliver

    32.9/40.0
    16.4/20 Reviews
    9.2/10 Clients & Experience
    7.3/10 Market Presence

    Service focus

    45% Accounting
    55% Other
    View Profile Visit Website
  18. ebs Chartered Accountants Logotype

    ebs Chartered Accountants

    $1,000+
    $50 - $99 / hr
    10 - 49
    Dubai, United Arab Emirates

    Ability to deliver

    32.6/40.0
    16.2/20 Reviews
    10/10 Clients & Experience
    6.5/10 Market Presence

    Service focus

    75% Accounting
    25% Other
    View Profile Visit Website
  19. Outsourcing Business Solutions Logotype

    Outsourcing Business Solutions

    $1,000+
    < $25 / hr
    50 - 249
    Philadelphia, PA

    Ability to deliver

    32.6/40.0
    16.2/20 Reviews
    9.8/10 Clients & Experience
    6.6/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  20. Accountor CPA Accounting Bookkeeping and Tax Experts Logotype

    Accountor CPA Accounting Bookkeeping and Tax Experts

    $1,000+
    $100 - $149 / hr
    50 - 249
    Vaughan, Canada

    Ability to deliver

    32.1/40.0
    16.4/20 Reviews
    8.9/10 Clients & Experience
    6.8/10 Market Presence

    Service focus

    60% Accounting
    40% Other
    View Profile Visit Website
  21. Appletree Business Services Logotype

    Appletree Business Services

    $1,000+
    Undisclosed
    10 - 49
    Londonderry, NH

    Ability to deliver

    32.1/40.0
    18/20 Reviews
    6.9/10 Clients & Experience
    7.2/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  22. Pilot Logotype

    Pilot

    Undisclosed
    Undisclosed
    50 - 249
    San Francisco, CA

    Ability to deliver

    32/40.0
    16/20 Reviews
    9/10 Clients & Experience
    6.9/10 Market Presence

    Service focus

    45% Accounting
    55% Other
    View Profile Visit Website
  23. Cloud Accountant Staffing Logotype

    Cloud Accountant Staffing

    Undisclosed
    Undisclosed
    250 - 999
    Indianapolis, IN

    Ability to deliver

    31.9/40.0
    17.6/20 Reviews
    8.8/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    10% Accounting
    90% Other
    View Profile Visit Website
  24. Escalon Services, Inc. Logotype

    Escalon Services, Inc.

    Undisclosed
    Undisclosed
    50 - 249
    Palo Alto, CA

    Ability to deliver

    31.9/40.0
    16.2/20 Reviews
    7.2/10 Clients & Experience
    8.5/10 Market Presence

    Service focus

    90% Accounting
    10% Other
    View Profile Visit Website
  25. Whiz Consulting Private Limited Logotype

    Whiz Consulting Private Limited

    $10,000+
    < $25 / hr
    50 - 249
    Noida, India

    Ability to deliver

    31.8/40.0
    16.2/20 Reviews
    8.3/10 Clients & Experience
    7.3/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  26. Avalon Accounting Logotype

    Avalon Accounting

    $1,000+
    $150 - $199 / hr
    10 - 49
    Victoria, Canada

    Ability to deliver

    31.7/40.0
    16.2/20 Reviews
    8.6/10 Clients & Experience
    7/10 Market Presence

    Service focus

    50% Accounting
    50% Other
    View Profile Visit Website
  27. CoCountant Logotype

    CoCountant

    $1,000+
    Undisclosed
    50 - 249
    Cambridge, MA

    Ability to deliver

    31.7/40.0
    16.4/20 Reviews
    8.4/10 Clients & Experience
    6.9/10 Market Presence

    Service focus

    75% Accounting
    25% Other
    View Profile Visit Website
  28. Basis 365 Accounting Logotype

    Basis 365 Accounting

    $1,000+
    Undisclosed
    10 - 49
    West Hollywood, CA

    Ability to deliver

    31.7/40.0
    15.8/20 Reviews
    8.4/10 Clients & Experience
    7.5/10 Market Presence

    Service focus

    35% Accounting
    65% Other
    View Profile Visit Website
  29. Farahat & Co. Logotype

    Farahat & Co.

    Undisclosed
    Undisclosed
    50 - 249
    Dubai, United Arab Emirates

    Ability to deliver

    31.7/40.0
    16.6/20 Reviews
    8.1/10 Clients & Experience
    7/10 Market Presence

    Service focus

    45% Accounting
    5% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  30. Baltic Assist Logotype

    Baltic Assist

    $1,000+
    $25 - $49 / hr
    50 - 249

    Ability to deliver

    31.7/40.0
    16.2/20 Reviews
    10/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    50% Accounting
    50% Other
    View Profile Visit Website

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.

  1. Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
  2. Shortlist firms with proven experience in your industry or asset class.
  3. Check Clutch reviews for transparency on results, communication, and ethics.
  4. Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
  5. 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.

Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.