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

Q: What does a financial services company do?

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.

Q: What’s the difference between a financial services firm and a freelance advisor?

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.

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

We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust

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 Well-organized projects
CSTMR has received positive feedback regarding their project organization and management. Clients appreciate their structured communication via Basecamp, enabling efficient project updates and approvals. One client highlighted their weekly video calls, which facilitate clear task tracking, while also noting the detailed follow-up summaries provided. Overall, clients express satisfaction with CSTMR's organized approach, which contributes significantly to the successful execution of marketing strategies and project deliverables.

Marketing Strategy & Website Design for Bank

5.0 May 2, 2018

They’re very organized. About 3–4 times a week, we communicate through Basecamp, which allows us to exchange information on our projects, make changes, and approve them. Anytime I need marketing materials, I post the specs on Basecamp, and they design it, keeping the look and feel consistent with our brand. They also conduct a weekly video chat to provide status updates, and after the call, they compile a detailed review of the meeting, including pending projects and any next steps. The calls range from 30 minutes to an hour.
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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed strong satisfaction with CSTMR's cost-effectiveness and value, often highlighting significant returns on investment. For instance, one client noted a tripling in website traffic and customer acquisition, while another reported a consistent reduction in customer acquisition costs. Overall, feedback indicates that CSTMR delivers high-quality services that align with client goals, reinforcing their reputation as a valuable partner in marketing strategy despite varying project costs.
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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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MAM Corporate Solutions

5.0 4 reviews

$1,000+

$25 - $49 / hr

10 - 49

Jakarta, Indonesia

Services provided

30% Accounting

20% Business Consulting

10% Commercial Financing +5 services

10% Financial Consulting

10% HR Consulting

10% Staffing

5% HR Outsourcing

5% Recruiting

MAM Corporate Solutions is an accounting services firm with expertise in financial statement preparation and implementing accounting software like Xero. Review feedback highlights their professionalism and timely communication, with 100% of reviewers noting their ability to meet commitments and enhance financial processes.

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Reviews mention Detail-oriented
Clients consistently highlight MAM Corporate Solutions' attention to detail as a key strength. One review specifically noted their 'impressive' focus on detail and unwavering support, indicating a commitment to quality in their services. The overall sentiment reflects a strong appreciation for their meticulous approach, contributing positively to client relationships and project outcomes.

HR Services for Forex Broker

5.0 Dec 23, 2020

The attention to detail and always willing to support us.
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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Statements Preparation for Mgmt Consulting Firm
5.0 — MAM Corporate Solutions provided accounting services for a management consulting firm. The client turned over their source documents. Then, the team used Xero to prepare the company's financial Read more
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Industry Experience

MAM Corporate Solutions has demonstrated expertise across the financial services and consulting industries. Clients commend their professionalism, attention to detail, and effective implementation of solutions such as cloud-based accounting systems. The positive sentiment reflects their ability to support employee management and financial statement preparation, making them a strong fit for companies seeking reliable accounting and consulting services.
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Consulting Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed positive sentiments regarding MAM Corporate Solutions' cost and value for money. One reviewer noted the firm's professional delivery and exceeded expectations compared to local vendors. Another highlighted their cost-effectiveness and flexibility in support. The billing structure, requiring 50% upfront, was deemed acceptable, and the overall service was described as supportive and attentive to client needs, reinforcing the perception of good value.
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Office Beacon LLC

5.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

Services provided

10% Accounting

30% Insurance Services & Brokers

25% Graphic Design +5 services

15% IT Staff Augmentation

5% Broadcast Video

5% Logo

5% UX/UI Design

5% Web Design

Office Beacon LLC is a digital marketing and web support company that provides services such as search engine optimization, website development, and email marketing. According to client feedback, 100% of the reviews praise their exceptional project management, cost-effectiveness, and ability to deliver impactful results, such as scaling email outreach and optimizing websites for performance growth.

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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 Office Beacon LLC highlight exceptional project management and effective digital marketing services, particularly in SEO and email marketing. One client noted their outreach scalability, achieving over 100,000 emails per month and generating $1 million in pipeline revenue. The team's responsiveness and clear communication were frequently praised, with no significant areas for improvement mentioned. Overall, clients express strong satisfaction and value in their partnership with Office Beacon, making them a promising choice for prospective projects.
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Industry Experience

Office Beacon LLC has demonstrated expertise primarily in the Advertising & Marketing sector, providing robust digital marketing and web support services. Clients have praised their exceptional project management and ability to generate significant pipeline revenue through effective SEO and email marketing strategies. The company's strengths include a data-informed approach, seamless execution, and responsiveness to client needs. Overall, clients express a positive sentiment, indicating strong alignment with high-growth technology, healthcare, and enterprise brands.
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Advertising & marketing

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Average Project Cost Breakdown

What Clients Have Said
Clients have reported that Office Beacon LLC offers great value for money, particularly highlighting their competitive pricing and effective services. One CEO noted that the company's pricing fit their budget while delivering exceptional results, such as generating over $1 million in pipeline revenue and scaling outreach to more than 100,000 emails per month. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of service provided.
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4xxi

4.9 13 reviews

$10,000+

$50 - $99 / hr

50 - 249

London, England

Services provided

10% Accounting

40% Web Development

30% Mobile App Development +2 services

10% AR/VR Development

10% IT Strategy Consulting

4xxi is a versatile software development company specializing in mobile and web applications, custom solutions, and full-cycle development services. Across various projects, clients have consistently praised 4xxi for their high-quality work, effective communication, and proactive approach. Over 90% of reviewers highlight their technical expertise and project management skills, while 80% appreciate their ability to deliver on time and within budget. Their commitment to providing added value and innovative solutions is frequently mentioned, underscoring their reputation as a reliable and competent partner.

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Reviews mention Exceptional performance
4xxi has received exceptional feedback for their performance, with clients highlighting their commitment, passion, and technical expertise. One CEO noted, "We would not be here today if 4xxi was not involved in this project," emphasizing their critical role in developing a cross-platform application. Another client praised their consistent availability and problem-solving abilities, stating, "4xxi got back to me right away and solved my problems." Overall, clients express high satisfaction with 4xxi's delivery and value, showcasing a strong partnership.

Web Dev for Ratings & Reviews Platform

4.5 Aug 31, 2017

4xxi got back to me right away and solved my problems. It’s been a good partnership, and I have people I can trust. 4xxi is not afraid to take on any kind of work, they are not pushing me off for the next project, and they’ve definitely taken the time to work with me on anything.
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Web Dev for Ratings & Reviews Platform

4.5 Aug 31, 2017

4xxi is excellent at understanding issues and delivering against the problem, but they’re not strategists at a CTO level. They’ve definitely made very strong and smart recommendations on how to build things and think about them, but they are not out there selling the product, working with sales and marketing. Within the project guidelines and deliverables they excelled, came up with suggestions and were proactive. I always felt that my work with them was great, which is why I’m giving this review.
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Industry Experience

4xxi demonstrates strong expertise across various industries, notably in Financial Services, where they received commendations for their responsiveness and problem-solving capabilities. In Advertising & Marketing, clients praised their development speed and quality. Feedback from Other Industries highlighted their innovative solutions and adaptability. Overall, 4xxi is recognized for its reliability, effective communication, and ability to deliver high-quality, tailored technology solutions, making them well-suited for clients in tech-driven sectors such as FinTech, marketing, and education.
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Software Financial services Consumer Products Education IT Services Hospitality & leisure Advertising & marketing

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Average Project Cost Breakdown

$50,000 to $199,999 (4) $200,000 to $999,999 (3) $10,000 to $49,000 (2)

What Clients Have Said
Clients consistently praise 4xxi for their exceptional value for money, often noting that their pricing is significantly lower than competitors without compromising on quality. One client highlighted, "4xxi's best benefit is their dollar value proposition," while another stated that they received "incredible value" compared to onshore options. Overall, feedback reflects a sentiment of satisfaction regarding the cost-effectiveness and reliability of 4xxi's services, emphasizing their ability to deliver high-quality work within budget constraints.
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United States (7) Russia (2) Canada (1) Germany (1) England (1)

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Mowery & Schoenfeld

5.0 1 review

$1,000+

$50 - $99 / hr

50 - 249

Lincolnshire, IL

Services provided

100% Accounting

Mowery & Schoenfeld is an accounting firm specializing in tax preparation and financial analysis, including quality of earnings reports and due diligence for private equity funds. Reviews reveal strong accounting skills and timely communication, with 100% positive feedback on their professionalism. However, response times may vary due to their prioritization of larger clients.

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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 Private Equity Fund
5.0 — Mowery & Schoenfeld provided end-of-the-year tax accounting services for a private equity fund. They also provided quality of earnings reports on companies that the client wanted to acquire. Read more
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Industry Experience

Mowery & Schoenfeld has demonstrated expertise in the financial services sector, particularly with private equity and search funds. Clients commend their strong accounting skills, responsiveness, and ability to deliver quality financial analyses and reports. Overall feedback is positive, highlighting their understanding of industry-specific needs and challenges. Their experience makes them a suitable partner for organizations in finance seeking reliable accounting and due diligence services.
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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 Mowery & Schoenfeld as delivering strong value for the cost, with one client noting an investment of approximately $50,000 for comprehensive accounting services. The firm's expertise in handling specific financial analyses and tax preparations was highlighted positively, although responsiveness during peak times was mentioned as an area for improvement. Overall, the sentiment reflects satisfaction with their pricing relative to the quality of service provided.
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Thompson Greenspon

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Fairfax, VA

Services provided

100% Accounting

Thompson Greenspon is a CPA firm specializing in Accounting Services, Tax Preparation, and Financial Advisory. Reviews highlight their strategic financial support and tax-saving expertise, with 100% positive feedback emphasizing their proactive approach and comprehensive tax strategy. Clients appreciate their exceptional project management and strategic insights over algorithm-based alternatives.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Financial Advisory Services for Digital Agency
5.0 — Thompson Greenspon provides ongoing financial support for filing taxes. They've also offered strategic consulting on internal stakeholders' financial processes. Read more
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Industry Experience

Thompson Greenspon has demonstrated significant expertise in the IT Services industry, particularly in providing strategic financial support, tax compliance, and R&D tax credit advisement. Clients commend their proactive and organized approach, emphasizing the value of their strategic financial insights. The overall sentiment is highly positive, with clients noting substantial cost savings and a strong partnership. This provider is well-suited for businesses seeking comprehensive financial guidance and tax strategy within the IT sector.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Thompson Greenspon's exceptional value for money, noting significant savings through proactive tax strategies. One client reported saving hundreds of thousands of dollars due to their guidance on R&D tax credits. The firm's pricing, while described as a six-figure investment over years, is viewed as justified given the high level of strategic input and reliable service they provide, leading to a strong overall sentiment of satisfaction with cost versus value.
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Pasquesi Partners LLC

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Chicago, IL

Services provided

100% Accounting

Pasquesi Partners LLC is an accounting services firm that provides comprehensive bookkeeping, tax preparation, and financial advisory services. With 100% positive feedback, clients commend their exceptional organization, timely communication, and tailored services. They are noted for their capability to act as a CFO for small businesses and startups, ensuring financial efficiency and business success.

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Reviews mention Patient
Clients have consistently praised Pasquesi Partners for their patience and personalized service. One client noted their ability to make them feel like the only client, emphasizing their supportive approach during the startup phase. The client appreciated their patience in guiding them through various challenges, stating, 'They’re patient and will steer you well.' Overall, the sentiment regarding their patience is highly positive, highlighting it as a key strength of the firm.

Business Accounting Services for Talent Recruitment Company

5.0 Mar 11, 2019

Try to be clear in your needs. But if you’re a startup and need a resource that can work with you as you figure out all the moving parts, then Pasquesi Partners is a great option. They’re patient and will steer you well; it’s one of the things I’ve appreciated most from them.
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2 of 2 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting, Bookkeeping, Taxes for Experiential Marketing Co
5.0 — Pasquesi Partners LLC conducted an initial analysis of financial accounts for an experiential marketing technology company. The team provides comprehensive accounting, bookkeeping, and tax Read more
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Industry Experience

Pasquesi Partners LLC has garnered positive feedback across various industries, including consulting and advertising & marketing. Clients in consulting praise their comprehensive accounting support and dedication to client success, while those in advertising value their organizational skills and proactive tax and budgeting assistance. The overall sentiment reflects strong expertise, responsiveness, and a commitment to client satisfaction, making them particularly suitable for startups and small businesses seeking reliable financial partnership.
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Human Resources Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Pasquesi Partners LLC, citing their exceptional value for money. One client noted an investment of approximately $10,000, highlighting their commitment to client success and timely communication. Another client, who invested $30,000–$40,000, praised their efficiency in tax preparation and cost forecasting. Overall, the sentiment reflects confidence in the firm's ability to provide specialized services that justify the costs, making them a recommended partner for startups and small businesses.
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Zumosun Soft Invention Pvt. Ltd

5.0 1 review

$1,000+

$25 - $49 / hr

10 - 49

Jaipur, India

Services provided

10% Accounting

15% Mobile App Development

10% AI Development +13 services

10% Social Media Marketing

5% BI & Big Data Consulting & SI

5% Blockchain

5% Custom Software Development

5% E-Commerce Development

5% Graphic Design

5% Print Design

5% Search Engine Optimization

5% Video Production

5% Web Design

5% Web Development

3% Cybersecurity

2% Cloud Consulting & SI

Zumosun Soft Invention Pvt. Ltd is a software development company specializing in creating tailored mobile applications with multilingual interfaces. The overall feedback is overwhelmingly positive, with clients appreciating their timely delivery, strong communication, and ability to meet specific project requirements. Notably, 100% of the reviewers express satisfaction, highlighting their commitment to client success and continued collaboration.

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Industry Experience

Zumosun Soft Invention Pvt. Ltd has demonstrated expertise in the IT Services industry, particularly in mobility intelligence. Their strength lies in developing adaptable applications with integrated designs, as evidenced by their successful delivery of a multilingual iOS app for DiversiTi. Client feedback highlights their effective communication, timely project completion, and a strong understanding of project requirements, indicating a positive sentiment. This provider is well-suited for clients seeking mobile application development in technology-driven sectors.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with Zumosun Soft Invention Pvt. Ltd's pricing and value for money. One CEO noted their effective project delivery and adaptability to specific requirements, stating, 'We were quite satisfied' with the results. The overall sentiment reflects that the company provides promising services at a competitive price, with no significant areas for improvement identified in terms of cost-effectiveness.
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SellerPlex

5.0 25 reviews

$1,000+

$25 - $49 / hr

10 - 49

Services provided

80% Accounting

10% Business Consulting

10% Logistics & Supply Chain Consulting

SellerPlex is a comprehensive accounting services provider specializing in bookkeeping, financial reporting, tax preparation, and internal audits. Across their reviews, 100% of clients praise their expertise, reliability, and ability to tailor financial solutions, with specific commendation for their seamless financial management and robust client communication. They are particularly noted for their proficiency in managing complex financial environments, such as those of Amazon-based businesses.

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Reviews mention Adaptable
SellerPlex has received positive feedback regarding their adaptability in project execution. Clients noted their responsiveness to changing needs and their ability to align strategies effectively. For instance, one client highlighted how SellerPlex paused ads during low stock periods to prevent overselling and ramped up efforts when inventory was replenished. Another client praised their timely and transparent communication, emphasizing their capability to tailor solutions to specific challenges. Overall, the sentiment reflects strong satisfaction with SellerPlex's adaptability.

Accounting & Bookkeeping for Commercial Real Estate Firm

5.0 Jul 4, 2025

They offer solutions to every challenge you face — either in execution or strategy. Their timeliness, transparency and ability to adapt to changing needs are particularly impressive.
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PPC Services for Pharmaceutical Company

5.0 Jul 9, 2025

SellerPlex provided weekly PPC performance reports and bi-weekly supply chain updates. They flagged inventory issues before they became critical. The team was responsive and adapted quickly to our needs.
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3 of 3 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Operational Consulting for Engineering & Construction Co
5.0 — SellerPlex provides operational consulting for an engineering and construction company. The team helps implement streamlined workflows, sets up an improved record-keeping system, and supports Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (7) $50,000 to $199,999 (3) Less than $10,000 (1)

What Clients Have Said
Client feedback highlights SellerPlex's competitive pricing and strong value for money. Multiple reviewers noted that the company's pricing fit their budgets while delivering exceptional results, with one stating that SellerPlex's services 'paid for themselves' through significant cost savings. Clients appreciated the transparency in costs and effective communication regarding project management, which reinforced the perception of value. Overall, the sentiment is overwhelmingly positive, indicating that SellerPlex provides a solid return on investment.
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IQ BackOffice

5.0 2 reviews

$5,000+

Undisclosed

250 - 999

Services provided

35% Accounting

35% Back Office Outsourcing

20% Customer Service Outsourcing +1 service

10% Call Center Services

IQ BackOffice is a back-office service provider specializing in payment processing, cyber security, and legal crowdsourcing services. The company is highly regarded for its innovative technology, excellent customer service, and ability to significantly save clients time and money, with 100% positive feedback. Reviewers frequently mention their strengths in efficiency and safety, with no noted areas for improvement.

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Reviews mention Innovative
The sentiment surrounding IQ BackOffice's innovative capabilities is overwhelmingly positive, with clients highlighting their use of advanced technology that enhances efficiency and security. One client noted, "They use innovative technology and provide great security," while another emphasized that their services significantly ease operational burdens, stating, "It is very innovative and makes our work much easier." Overall, clients appreciate the innovative solutions that contribute to substantial time and cost savings.

Cybersecurity and Legal Crowdsourcing for Healthcare Firm

5.0 Nov 2, 2017

They use innovative technology and provide great security. Their service is very safe and fast.
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Industry Experience

IQ BackOffice has garnered positive feedback from clients in the Business Services and Healthcare industries. In Business Services, the company excels in payment processing, providing significant cost and time savings. In Healthcare, they offer innovative solutions that enhance efficiency, security, and client support. Overall, clients commend their exceptional customer service and the strength of their team, indicating a strong fit for organizations seeking back office support in these sectors.
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Healthcare Business services

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Average Project Cost Breakdown

$10,000 to $49,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients generally perceive IQ BackOffice as providing good value for money, citing significant cost savings and efficiency improvements. One client reported saving $5,000 monthly and 20-30 hours of work, while another noted a monthly savings of $2,200 and 150 hours saved. The pricing structures varied, with one client using hourly billing and another opting for an annual package. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services.
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Muia Consulting

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Vaughan, Canada

Services provided

50% Accounting

20% Financial Advising & Planning

20% Financial Consulting +1 service

10% Business Consulting

Muia Consulting is an accounting services firm specializing in bookkeeping, financial reporting, and financial analysis. They are praised for their professionalism, efficiency, and effective use of cloud resources, with 100% of reviewers highlighting their impressive communication and flexibility. While they experience typical growing pains, their commitment to client satisfaction and problem-solving is consistently noted.

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Reviews mention Puts the customer first
Muia Consulting demonstrates a strong customer-first approach, as evidenced by their commitment to client satisfaction and integration into client teams. One client noted their reputation consciousness and willingness to go above and beyond to meet needs. Additionally, they effectively implemented processes to resolve specific challenges promptly. While some growing pains were mentioned, the overall sentiment reflects a dedication to problem-solving and prioritizing customer success.

Accounting Services for Health & Wellness E-Commerce Store

5.0 Jan 25, 2022

They were onboarded onto our internal slack. They work as if they were really a part of our team. They are very reputation conscious and will go above and beyond to satisfy their clients.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Culinary Studio
5.0 — Muia Consulting has been providing accounting services for a culinary studio. They've organized a company structure discussion to create a plan to keep the business books and system Read more
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Industry Experience

Muia Consulting has demonstrated expertise in the Restaurants and Wellness & Fitness industries, receiving positive feedback for their professionalism, efficiency, and adaptability. Clients in the restaurant sector praised their organizational skills and flexibility in billing, while those in wellness noted effective cash flow management and process implementation. Overall, sentiment across both industries is highly favorable, indicating that Muia Consulting is well-equipped to support businesses seeking streamlined financial operations and dedicated service.
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Restaurants Wellness & Fitness

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Average Project Cost Breakdown

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

What Clients Have Said
Muia Consulting is noted for its affordable pricing and flexible billing structure, allowing clients to control their expenses. One client emphasized their services as 'very affordably priced,' while another highlighted their flexibility in payment. Overall, clients express satisfaction with the value received for their investment, citing efficiency and professionalism as key strengths. The sentiment reflects a strong perception of value for money, with clients appreciating both the cost and the quality of services provided.
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Omnis Bookkeeping & Business Solutions

5.0 1 review

Undisclosed

$50 - $99 / hr

2 - 9

Sarasota, FL

Services provided

100% Accounting

Omnis Bookkeeping & Business Solutions is an accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. The company's reviews reflect a high level of client satisfaction, with unanimous praise (100% positive feedback) for their efficiency, reliability, and comprehensive bookkeeping solutions. Clients particularly appreciate their ability to manage extensive accounting needs, such as payroll, invoicing, and financial statement preparation.

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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 Pool Company
5.0 — Omnis Bookkeeping & Business Solutions provides full-service bookkeeping support for a pool company. They handle invoice processing, profits & loss statements, and all bookkeeping Read more
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Industry Experience

Omnis Bookkeeping & Business Solutions demonstrates substantial expertise in the construction industry, providing comprehensive bookkeeping services including payroll, invoicing, and financial reporting. Clients have noted their efficiency and the elimination of the need for in-house bookkeeping, underscoring the positive impact on operational management. Overall sentiment is highly favorable, indicating that their services are particularly well-suited for businesses seeking reliable and customized financial solutions.
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Construction

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express satisfaction with Omnis Bookkeeping & Business Solutions' pricing and value for money. One client, spending approximately $2,000 monthly, notes that the service eliminates the need for an in-house bookkeeper, highlighting significant cost savings. The efficiency and responsiveness of the team, particularly in customizing services, are frequently praised, indicating that clients perceive high value in their investment. Overall, feedback reflects a positive sentiment regarding the company's cost-effectiveness and service quality.
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Gift CPAs

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Mechanicsburg, PA

Services provided

100% Accounting

Gift CPAs is an accounting services firm providing comprehensive bookkeeping, tax preparation, and financial advisory services. With an emphasis on small business support, 100% of reviewers commend their proactive and reliable service, highlighting strong communication and personalized client relationships. Clients appreciate their fixed monthly fees, which facilitate continuous engagement without unexpected costs.

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Reviews mention Communicative
Clients express a strong sentiment regarding Gift CPAs' communication skills, noting their accessibility and proactive engagement. One client highlighted their consistent follow-ups and timely responses, stating, "They are very timely with everything they handle for me." Another remarked on the seamless onboarding process and the effective communication established, saying, "Communication with my dedicated team is spot on." Overall, clients appreciate the firm's personable approach and willingness to assist, contributing to a positive and collaborative working relationship.

Bookkeeping Services for Marketing Agency

5.0 Jan 17, 2022

We were already a client so there wasn't a ton I had to do with the onboarding process, but they are great at communicating via email, phone and in person for meetings. They will always follow up on important matters as well. I'm glad they are always on top of everything!
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Business Tax Planning & Growth for Financial Company

5.0 May 20, 2021

The onboarding process was seamless. We were welcomed with an informative email which provided us with contact and bio information of our CPA/Bookkeeper team. Communication with my dedicated team is spot on and we have built a great relationship over the years.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping Services for Marketing Agency
5.0 — Gift CPAs is handling a marketing agency's monthly bookkeeping efforts. Their responsibilities include sending payables, submitting monthly sales, and handling all tax estimates throughout the Read more
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Industry Experience

Gift CPAs has received positive feedback across various industries, notably in Advertising & Marketing and Financial Services. Clients appreciate their proactive and accessible service, with strengths in managing bookkeeping, tax planning, and fostering strong client relationships. In the Advertising & Marketing sector, they are praised for easing business transitions and alleviating stress for owners. In Financial Services, their expertise in tax management and proactive guidance helps clients grow efficiently. Overall, they are seen as a trustworthy partner, particularly for small businesses seeking personalized financial support.
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Advertising & marketing Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with Gift CPAs' pricing structure, highlighting the reasonable monthly fees that cover comprehensive accounting services. One client noted, "We feel comfortable reaching out to them any time without unexpected invoices," emphasizing the value of their fixed monthly billing. Overall, feedback reflects a strong sentiment that the firm provides excellent value for money, allowing clients to focus on their business while trusting their accounting needs are well-handled.
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Digit

5.0 2 reviews

$5,000+

$50 - $99 / hr

10 - 49

Services provided

68% Accounting

10% Business Consulting

10% Financial Consulting +3 services

5% BI & Big Data Consulting & SI

5% Cloud Consulting & SI

2% Custom Software Development

Digit is an accounting services company specializing in bookkeeping, financial reporting, and advisory solutions. They have consistently received positive feedback, with clients praising their expertise, communication skills, and problem-solving capabilities. Over 90% of reviewers highlight their proficiency in Xero and their ability to save time and costs, indicating a high level of client satisfaction.

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Reviews mention Trustworthy
Clients express a strong sense of trust in Digit, frequently citing referrals from reliable sources and consistent, high-quality support. One client noted, 'I implicitly trust her guidance,' highlighting the team's expertise and reliability. Additionally, the ability to provide real-time solutions and educational resources fosters confidence in their services. Overall, feedback indicates that Digit is seen as a trustworthy partner, consistently exceeding client expectations.

Accounting Services for Concierge Services Company

5.0 Apr 14, 2021

The breadth of knowledge of the team is immense. Andrew's analytical expertise as well as his interest in industry trends in all things digital ensures the team are up to date. Leah's skills with Xero and bookkeeping are first rate and I implicitly trust her guidance.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Concierge Services Company
5.0 — A concierge company hired Digit to provide accounting services. They are tasked with assisting the client's Xero platform management. This involves setting up automation, templates, and Read more
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Industry Experience

Digit has demonstrated expertise in the Arts, Entertainment & Music and Advertising & Marketing industries, receiving positive feedback for their bookkeeping and automation services. Clients commend their extensive knowledge, effective communication, and ability to provide tailored solutions. The overall sentiment is highly favorable, highlighting Digit's role in enhancing operational efficiency and financial understanding for businesses across these sectors.
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Advertising & marketing Arts, entertainment & music

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Clients consistently praise Digit for delivering exceptional value for money, highlighting their effective billing structure and project-based pricing. One client noted significant time and cost savings attributed to Digit's problem-solving capabilities, while another rated their services as '6 stars'. Overall, the sentiment reflects high satisfaction with the cost-effectiveness of Digit's services, underscoring their reputation for quality and reliability.
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OnTarget CPA

5.0 1 review

Undisclosed

$200 - $300 / hr

10 - 49

Indianapolis, IN

Services provided

60% Accounting

20% Business Consulting

20% Finance & Accounting Outsourcing (FAO)

OnTarget CPA is a distinguished accounting service firm offering expertise in financial analysis, tax preparation, and advisory services. Reviews highlight their proactive leadership and exceptional consulting advice, with 100% positive feedback regarding their anticipation of tax needs and implementation of cost-saving measures. Their professional and transparent communication style is frequently praised.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Consultations for Growth Company
5.0 — OnTarget CPA provides accounting consultations for a growth company. They were hired for their proactivity and knowledge. Read more
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Industry Experience

OnTarget CPA has demonstrated expertise primarily in the Advertising & Marketing sector, receiving positive feedback for their proactive consulting approach and ability to anticipate client needs. Their clients praised the firm for delivering top-notch advice that resulted in significant cost and time savings. The sentiment in this industry is highly favorable, indicating that potential clients in Advertising & Marketing can expect professionalism and strategic insights tailored to their specific challenges.
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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 expressed satisfaction with OnTarget CPA's overall cost and value for money, highlighting the firm's proactive approach and high-quality consulting advice. One client noted the monthly cost structure as reasonable, emphasizing the implementation of cost-saving measures as a significant outcome. Overall sentiment reflects appreciation for the firm's expertise and transparency, with no identified areas for improvement in terms of pricing.
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Perkins & Co

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Portland, OR

Services provided

20% Accounting

50% Business Consulting

20% HR Consulting +1 service

10% Financial Consulting

Perkins & Co is an accounting firm specializing in bookkeeping, CPA, tax preparation, and financial advisory services. Reviewers commend their exceptional communication and tax expertise, with 100% positive feedback highlighting their ability to provide valuable insights and timely responses. However, some clients note that pricing considerations are important when engaging their services.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Prep for Software Development Firm
5.0 — Perkins & Co provides accounting services, recommending best practices and looking over the internal books. Additionally, the team manages taxes and tax preparation. Read more
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Industry Experience

Perkins & Co has demonstrated considerable expertise in the IT Services sector, particularly in financial management and tax advisory roles. Clients have noted their exceptional communication and proactive approach, which has positively impacted financial controls and tax return processes. Overall sentiment within this industry is positive, highlighting their ability to fill knowledge gaps and provide valuable insights. Potential clients in IT Services seeking robust financial oversight and tax assistance will likely find a strong match with Perkins & Co.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed that Perkins & Co offers good value for their services, particularly appreciating their tax expertise and proactive communication. One client noted an investment of approximately $20,000, highlighting the benefit of having an additional set of eyes on financials. However, they also mentioned that rates are a consideration when asking questions, indicating that while the services are valuable, clients should be mindful of costs.
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MCVO Talent Outsourcing Services

4.9 11 reviews

$1,000+

< $25 / hr

50 - 249

Makati, Philippines

Services provided

30% Accounting

20% Back Office Outsourcing

20% Pay Per Click +3 services

10% Customer Service Outsourcing

10% Graphic Design

10% Web Development

MCVO Talent Outsourcing Services is an outsourcing company specializing in accounting services, including bookkeeping and financial analysis. With a strong emphasis on communication and project management, 100% of reviewers highlight their efficiency and accuracy in service delivery. They offer cost-effective solutions, providing talent at a fraction of US prices, and are praised for their dedication and ability to fit seamlessly into company cultures.

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Reviews mention Hard working
Clients consistently commend MCVO Talent Outsourcing Services for their hard work and dedication. One client noted their team as 'reliable, hardworking, and really nice people,' emphasizing their flexibility and commitment to matching US time zones. Another highlighted their 'dedication' as a distinguishing factor from competitors, stating they go 'the extra mile' to find suitable candidates. Overall, the sentiment reflects strong appreciation for their work ethic and effectiveness in fulfilling recruitment needs.

Staffing Services for Technology Manufacturing Company

5.0 Nov 30, 2021

They’re reliable, hardworking, and really nice people. Additionally, they’re flexible in terms of timing. They match our US time, so it’s the same as working with someone local.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Outsourced Bookkeeping Services for Real Estate Company
5.0 — MCVO Talent Outsourcing Services handles all the bookkeeping needs of a real estate acquisition company. The team oversees the accounts of various properties of individual entities for the client. Read more
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Industry Experience

MCVO Talent Outsourcing Services has demonstrated strong capabilities across various sectors, including Manufacturing, Arts & Entertainment, Telecommunications, Real Estate, and Education. Clients commend their expertise in talent sourcing, project management, and flexibility in adapting to different industry needs. Reviews highlight significant cost savings and reliability, particularly in sourcing skilled professionals for creative tasks and accounting roles. Overall sentiment is positive, with clients recognizing MCVO's impact on operational efficiency and team dynamics, making them a suitable partner across diverse industries.
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Arts, entertainment & music Manufacturing Telecommunications Real estate Consumer Products IT Services Automotive Education Business services

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Rockville, Maryland (1) Nashville, Tennessee (1) Chicago, Illinois (1) Highland Park, Illinois (1) Plymouth, Minnesota (1) Saint Paul, Minnesota (1) New York City, New York (1) Cleveland, Ohio (1) Denver, Colorado (1)

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PIVOT Legal and Tax Advisory

5.0 5 reviews

$1,000+

$25 - $49 / hr

2 - 9

Tiranë, Albania

Services provided

20% Accounting

20% Finance Law

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Tax Law

PIVOT Legal and Tax Advisory is a firm specializing in Accounting Services, including bookkeeping, financial reporting, tax preparation, and financial advisory. With 100% positive feedback, clients praise their effective communication and tech-savvy approach. They are noted for reducing financial errors by 70% and delivering prompt, reliable financial management and business auditing services, consistently aligning with clients' values and needs.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Marketing Agency
5.0 — PIVOT Accounting And Tax Advisory provides accounting and tax advisory services for a marketing agency. The team is responsible for the client's accounting system, bookkeeping, tax compliance, and Read more
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Industry Experience

PIVOT Legal and Tax Advisory has demonstrated expertise primarily in the Supply Chain, Logistics, and Transport industry, particularly for businesses like Zen Car Rent. Clients commend their responsive service, efficient tax compliance, and robust accounting system implementation. The overall sentiment is highly positive, with clients noting improved operational efficiency and clarity in financial reporting. This provider is ideal for companies seeking reliable financial management and advisory services within the logistics and transport sectors.
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Supply Chain, Logistics, and Transport

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed strong satisfaction with PIVOT Accounting and Tax Advisory, noting excellent value for money. One CEO highlighted that their services, including financial statement preparation and tax compliance, provided peace of mind and significantly improved operational efficiency. They praised the company's responsiveness and timely delivery, stating, 'We couldn’t be happier with their services.' Overall, the sentiment reflects that PIVOT's pricing aligns well with the quality of service delivered.
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Dimicro S.A.

5.0 1 review

$5,000+

$50 - $99 / hr

2 - 9

Menemeni, Greece

Services provided

30% Accounting

20% Custom Software Development

20% Enterprise App Modernization +2 services

20% Web Development

10% AR/VR Development

Dimicro S.A. is a web application development company known for its expertise in software and hardware solutions. The client reviews reflect a 100% positive feedback, emphasizing their exceptional knowledge, agility, and efficiency in project management. Reviewers consistently appreciate their ability to exceed expectations and deliver high-quality, structured application architecture.

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Industry Experience

Dimicro S.A. has demonstrated expertise primarily in the business services sector, particularly in manufacturing high-tech solutions. Client feedback highlights their strengths in application architecture, project management, and user experience optimization. They are praised for timely delivery, clear communication, and an Agile approach, ensuring minimal surprises and efficient project execution. Overall, the sentiment is highly positive, positioning Dimicro S.A. as a strong candidate for projects requiring technical depth and a collaborative approach.
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Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have reported that Dimicro S.A. provides excellent value for their pricing, with one client noting a budget of €60,000-70,000 and an outcome that exceeded expectations. They praised the company's transparency regarding costs and timelines, stating that Dimicro's quality of work saved them from additional expenses and delays. Overall, the sentiment is highly positive, with clients feeling confident in the return on investment and recommending the company without hesitation.
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Mindpool Technologies

5.0 1 review

$1,000+

< $25 / hr

250 - 999

Pune, India

Services provided

10% Accounting

25% Mobile App Development

25% Web Development +3 services

20% E-Commerce Development

10% Content Marketing

10% Pay Per Click

Mindpool Technologies is a web development company known for its expertise in building secure and responsive websites. The reviews highlight their strong project management skills, adherence to deadlines, and effective communication, with 100% of reviewers noting positive impacts on user experience and website traffic. A notable theme is their ability to understand and implement intricate client requirements.

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Industry Experience

Mindpool Technologies has received positive feedback predominantly in the Information Technology sector, particularly for web development and mobile application projects. Clients commend the company's attention to detail, technical expertise, and effective project management, which contributed to enhanced user experience and increased website traffic. Their strengths in understanding client requirements and delivering secure, responsive solutions position them as a strong outsourcing partner. Overall sentiment is highly favorable, making them a suitable choice for clients in the IT industry.
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Information technology

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have praised Mindpool Technologies for delivering high-quality services that provide significant value for money. One client highlighted their ability to meet specific requirements and deliver a secure, responsive website, resulting in increased traffic and user satisfaction. The project management was noted as efficient, with consistent communication and adherence to deadlines. However, some clients expressed a desire for extended post-delivery support, indicating potential for improvement in ongoing client relations.
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WorldWide Local Connect Inc.

5.0 6 reviews

$5,000+

$50 - $99 / hr

10 - 49

Maynard, MA

Services provided

25% Accounting

25% Financial Advising & Planning

25% Other Digital Marketing +2 services

15% Business Consulting

10% Financial Consulting

WorldWide Local Connect Inc. is a specialized firm providing comprehensive accounting services, financial advising, and planning, with a strong emphasis on CFO responsibilities and bookkeeping. The company has earned positive feedback for its effective financial strategy development and timely project management, with 100% of reviewers highlighting their impactful financial modeling and due diligence support. Their expertise significantly contributed to the successful acquisition of clients.

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Reviews mention Puts the customer first
Clients consistently highlight WorldWide Local Connect Inc.'s commitment to customer-centric service. One client noted that Peter's approach makes them feel like they are his only client, emphasizing his accessibility and support on strategic issues beyond the initial engagement. The overall sentiment reflects strong satisfaction, with clients considering Peter integral to their success and expressing appreciation for his consultative style and proactive guidance.

Financial Strategy Consulting for Marketing Strategy Firm

5.0 Feb 17, 2022

Peter always makes us feel like we are his only client. We really value his accessibility and willingness to help on strategic issues outside the scope of the original relationship.
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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Financial Planning for Tech Company
5.0 — WorldWide Local Connect Inc. provides accounting and financial planning and consulting support for a tech company. They've created a financial strategy and a pitch deck to help the client get Read more
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Industry Experience

WorldWide Local Connect Inc. has demonstrated strong expertise across various industries including healthcare, advertising & marketing, food & beverages, and design. Clients in healthcare reported significant revenue growth through tailored financial strategies, while those in advertising noted foundational improvements for scalability. The food & beverage sector experienced enhanced online presence, leading to increased foot traffic. Overall, sentiment across industries is highly positive, highlighting the firm’s personalized approach, effective communication, and strategic insights as key strengths.
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Other Industry Advertising & marketing Healthcare Design Consulting Food & Beverages

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Average Project Cost Breakdown

Less than $10,000 (4) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Overall, clients express high satisfaction with WorldWide Local Connect Inc.'s cost-effectiveness and value for money. One client noted a fair pricing structure, investing between $50,000 and $100,000, while achieving significant outcomes, including a successful acquisition. Another client highlighted a retainer-based model that offered valuable financial guidance, emphasizing the firm's integral role in their growth. Overall, clients appreciate the personalized service and timely deliverables, reinforcing the perception of strong value relative to the investment made.
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Catalano, Caboor & Co.

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Lombard, IL

Services provided

75% Accounting

25% Business Consulting

Catalano, Caboor & Co. is a professional accounting firm offering comprehensive services such as bookkeeping, tax preparation, financial statement preparation, and business auditing. They have received exceptionally positive feedback, with 100% of reviewers praising their hands-on approach and ability to generate significant tax savings. Clients appreciate their dedication and view them as integral to their business operations.

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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 Web Design Agency
5.0 — Catalano, Caboor & Co. manages the accounting needs of a creative and marketing agency. They are responsible for payroll, annual tax filing, bookkeeping, financial planning, and other tasks. Read more
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Industry Experience

Catalano, Caboor & Co. has received positive feedback primarily from clients in the IT Services and creative industries. Their strengths lie in comprehensive accounting support, including payroll, tax filing, and bookkeeping, with a notable impact on tax savings and financial planning. Clients emphasize the firm's hands-on approach, personalized care, and ability to provide valuable insights that enhance financial soundness. Overall, the sentiment is highly favorable, indicating a strong fit for businesses seeking dedicated and effective accounting solutions.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients of Catalano, Caboor & Co. consistently express satisfaction with the firm's pricing and value for money. One client noted significant tax savings and deductions that previous firms overlooked, stating that the cost of their services effectively pays for itself. The overall sentiment reflects a belief that the firm's hands-on approach and dedication to client success provide exceptional value, making them a trusted partner in financial management.
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IMC Group (A Member Firm of Andersen Global in UAE, Singapore and India) - Certified Chartered Accountants

4.7 3 reviews

$10,000+

$25 - $49 / hr

50 - 249

Dubai, United Arab Emirates

Services provided

50% Accounting

25% Compliance Consulting

15% HR Outsourcing +1 service

10% Business Consulting

IMC Group (A Member Firm of Andersen Global in UAE, Singapore and India) - Certified Chartered Accountants specializes in accounting services, including VAT filings and other compliance activities. With 100% positive feedback, clients commend their timely service, effective workflow, and strong follow-up, ensuring seamless business operations across the Middle East.

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Reviews mention High-quality work
Clients have consistently praised IMC Group for delivering high-quality work, particularly in managing compliance activities and company formation in the Middle East. One client noted their impressive ability to complete tasks on time while maintaining quality, highlighting effective communication and regular follow-ups as key strengths. Overall, the sentiment reflects satisfaction with IMC's reliable service and professionalism, with no significant areas for improvement identified.

Corporate Setup & Services for Global Technology Firm

5.0 Dec 10, 2020

They make sure that the work is completed on time with good quality. We like their regular follow-ups on various activities.
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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Corporate Setup & Services for Global Technology Firm
5.0 — Management Consultancy (IMC Group) provides ongoing accounting services for a global services firm. The team handles the setting up of the company, renewal of company license, visa processing, Read more
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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise IMC Group for its competitive pricing and overall value for money. One client highlighted that IMC's pricing fit their budget while providing good value for the cost. Another client noted that they appreciated IMC's transparent billing structure, which varied based on project scope. Overall, the sentiment reflects satisfaction with IMC Group's cost-effectiveness and the quality of services rendered, indicating a strong alignment between pricing and value delivered.
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India (1) Singapore (1) United Arab Emirates (1)

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Nimbl

5.0 3 reviews

$1,000+

Undisclosed

10 - 49

Salt Lake City, UT

Services provided

100% Accounting

Nimbl is an accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and CFO-level advice. Reviewers praise Nimbl for alleviating stress through efficient financial management and technological integration, with 100% positive feedback highlighting their expertise and time-saving impact. Clients appreciate their proactive approach to tax planning and process simplification.

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Reviews mention Timely
Clients have expressed a positive sentiment regarding Nimbl's timeliness in project management and communication. One client noted, 'We communicate with Nimbl on a monthly basis, sometimes more regularly when necessary,' indicating a proactive approach. Additionally, the client highlighted Nimbl's ability to 'solve problems quickly and effectively,' showcasing their responsiveness. Overall, feedback reflects satisfaction with Nimbl's timely delivery and effective engagement.

Financial Consulting & Accounting for Digital Agency

5.0 Feb 20, 2020

We communicate with Nimbl on a monthly basis, sometimes more regularly when necessary. The general cadence is monthly. I was impressed by the way Nimbl integrates technology into their process. They solve problems quickly and effectively.
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Industry Experience

Nimbl has demonstrated expertise in the Real Estate and Advertising & Marketing industries. Clients praise their comprehensive accounting services, efficiency in streamlining financial processes, and proactive tax planning. In Real Estate, they are noted for alleviating financial burdens and ensuring readiness for tax obligations. In Advertising & Marketing, they help businesses simplify financial management, offering insights that enhance decision-making. Overall, feedback is highly positive across both sectors, indicating a strong fit for clients seeking reliable financial management.
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Real estate Advertising & marketing

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Average Project Cost Breakdown

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

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

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Melmac Solutions Limited

5.0 6 reviews

$25,000+

Undisclosed

2 - 9

Finchampstead, England

Services provided

35% Blockchain

35% Cybersecurity

30% Financial Advising & Planning

Melmac Solutions Limited is a cybersecurity and financial planning company that provides tailored solutions, including blockchain technology, to enhance efficiency and security. The reviews indicate overwhelmingly positive feedback, with 100% of reviewers praising their expertise, responsiveness, and on-time delivery. Their innovative approach and deep industry understanding are frequently highlighted by clients.

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Reviews mention Great project management
Client feedback consistently highlights Melmac Solutions Limited's exceptional project management capabilities. Clients noted their ability to deliver items on time and their proactive communication, which fostered strong partnerships. For instance, one client emphasized their team's responsiveness and regular updates, while another praised their clear communication and effective management throughout the project. Overall, the sentiment reflects high satisfaction with Melmac's project management, contributing significantly to the success of client initiatives.

Cybersecurity & Strategy Dev for Wealth & Asset Mgmt Company

5.0 Jul 5, 2023

Melmac Solution Limited showcased exceptional project management throughout the engagement. They consistently delivered items on time, ensuring that our project milestones were met without delays. Their team was responsive to our needs and promptly addressed any concerns or issues that arose during the project.
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Blockchain Development for IT Services Company

5.0 Jul 5, 2023

The project management of Melmac Solution Limited and Ionexx Technologies was exceptional. They consistently delivered items on time, ensuring that our project timeline remained on track. Their team was responsive and attentive to our needs, promptly addressing any concerns or inquiries we had throughout the development process.
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Blockchain & Cybersecurity Services for Financial Services Co

5.0 Jul 5, 2023

Melmac Solution Limited had excellent project management skills, and they delivered all the items on time. They were very responsive to our needs, and their communication was clear and effective. They provided regular updates and progress reports, which helped us stay informed throughout the project.
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Industry Experience

Melmac Solutions Limited has received positive feedback across multiple industries, including financial services, retail, healthcare, and other sectors. Their expertise in cybersecurity and financial planning has been commended for enhancing data security, optimizing financial strategies, and providing tailored solutions. Clients noted significant improvements in operational efficiency and customer trust, particularly in the financial services sector. Overall, the sentiment indicates strong performance and value across these industries, making Melmac Solutions a compelling choice for businesses in need of cybersecurity and financial advisory services.
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Software Retail Financial services Healthcare IT Services

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Average Project Cost Breakdown

$50,000 to $199,999 (6)

What Clients Have Said
Clients consistently highlight Melmac Solutions Limited's competitive pricing and excellent value for money. For instance, a CEO noted that the company's pricing fit their budget while providing good value for the cost. Similarly, multiple clients emphasized the alignment of Melmac's services with their financial constraints, leading to enhanced efficiency and measurable success in security and financial planning. Overall, the sentiment towards the company's cost-effectiveness and value is overwhelmingly positive.
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Canada (1) Finland (1) Hong Kong (1) India (1) Japan (1)

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CBIZ

5.0 1 review

$1,000+

$100 - $149 / hr

50 - 249

Boston, MA

Services provided

100% Accounting

CBIZ is an accounting services company specializing in bookkeeping, CPA, tax preparation, and financial planning. With a strong focus on client discipline and straightforward communication, 100% of reviewers express satisfaction with their project management and financial advisory capabilities, highlighting their effective use of QuickBooks and valuable forecasting solutions for staff-related financials.

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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 Pediatrics Clinic
5.0 — A pediatrics clinic hired CBIZ as an upgrade from their previous financial services provider. Some of their tasks include bookkeeping, tax preparation, and financial planning. Read more
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Industry Experience

CBIZ has demonstrated strong expertise in the healthcare industry, notably through their work with pediatric clinics. Clients appreciate their disciplined approach to accounting, effective project management, and ability to forecast financial solutions. Overall sentiment in this sector is highly positive, highlighting CBIZ's strengths in providing reliable accounting support and fostering strong client relationships, making them a suitable partner for healthcare organizations seeking stringent financial oversight.
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Healthcare

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express a positive sentiment regarding CBIZ's overall cost and value for money. One client mentioned a $100,000 investment since 2018, highlighting the firm's strict and disciplined approach to accounting, which has significantly improved their financial operations. The client appreciated the forecasting support for staff-related expenses, indicating that the value received justifies the investment. Overall, clients find CBIZ's services to be effective and worth the costs incurred.
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iComp Payroll & HR

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Minneapolis, MN

Services provided

75% Accounting

25% HR Consulting

iComp Payroll & HR is an Accounting Services company specializing in payroll management. Reviews highlight their professionalism, personalized service, and efficient communication, with 100% of reviewers expressing satisfaction and ease in reaching their payroll experts. Clients appreciate the dedicated support and smooth onboarding process, often recommending the firm to others.

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Reviews mention Personable
Clients consistently praise iComp Payroll & HR for their personable approach and dedicated support. One client highlighted the stark contrast from previous experiences, stating, "They are professional, personable, and well organized," and emphasized their accessibility, noting that questions are answered promptly. The smooth onboarding process and continuous follow-up further reinforce the positive sentiment regarding their interpersonal communication and commitment to client satisfaction.

Company Payroll for Childcare Center

5.0 Aug 11, 2021

They are Professional, personable, and well organized. I don't even think twice to call them if I need any clarification.
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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Company Payroll for Childcare Center
5.0 — A childcare center wanted to simplify their payroll process and stop working with large impersonal companies. They chose to work with iComp Payroll & HR to be the answer to their Read more
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Industry Experience

iComp Payroll & HR has received positive feedback primarily from clients in the Hospitality & Leisure and Education sectors. Clients commend the company's professionalism, responsiveness, and expertise in payroll management. In hospitality, their support has been deemed exceptional, particularly in helping users navigate their software. In education, they are praised for their personable approach and efficient onboarding process. Overall, iComp demonstrates strong capabilities in handling payroll needs, making them a suitable choice for businesses in these industries.
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Hospitality & leisure Education

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight iComp Payroll & HR's reasonable pricing structure, which is based on the number of employees, as a significant advantage. One client noted their costs as 'very reasonable,' while another emphasized the value derived from personalized and responsive service. Overall, sentiment is overwhelmingly positive regarding the company's cost-effectiveness, with clients expressing high satisfaction and willingness to recommend their services.
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Crypto Legal

5.0 2 reviews

$10,000+

$300+ / hr

10 - 49

London, England

Services provided

10% Accounting

35% Blockchain

25% Cybersecurity +2 services

20% Internet & Technology Law

10% Financial Consulting

Crypto Legal is a consultancy firm specializing in providing regulatory guidance and technical support for blockchain and cryptocurrency-related projects. The reviews highlight a 100% positive feedback rate, emphasizing their expertise in integrating legal compliance with technical infrastructure. Clients appreciate the seamless blend of legal and technical advice, which enhances both regulatory adherence and operational efficiency in cryptocurrency systems.

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1 of 1 reviews is 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews for Crypto Legal Ltd indicate a high level of client satisfaction, particularly regarding their expertise in regulatory compliance and blockchain integration. One client praised their comprehensive documentation and ongoing support, noting improvements in compliance metrics and operational efficiency post-engagement. The unique combination of legal and technical guidance was highlighted as a significant advantage. Overall, clients reported effective communication and successful project outcomes, with no identified areas for improvement.
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Industry Experience

Crypto Legal Ltd demonstrates notable expertise in the Arts, Entertainment & Music industry, specifically in implementing blockchain technology for payment processing. Clients commend their comprehensive approach, combining legal and technical guidance which resulted in improved compliance frameworks and operational stability. The positive sentiment reflects their capacity to align regulatory requirements with business objectives effectively. Potential clients in this industry seeking blockchain integration and regulatory support may find Crypto Legal Ltd to be a strong fit for their projects.
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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed a positive sentiment regarding the overall cost and value for money provided by Crypto Legal Ltd. One client noted that they chose the firm due to its high ratings and good value for cost, investing approximately $20,000 for comprehensive services. Feedback highlighted the effective integration of legal and technical guidance, which streamlined the process and ensured alignment with regulatory requirements, ultimately demonstrating a strong return on investment.
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Ledger Medial Accounting Services

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Greenville, SC

Services provided

90% Accounting

10% Business Consulting

Ledger Medial Accounting Services is an accounting firm that specializes in tax preparation and accounting services. Reviews indicate a high level of satisfaction, with 100% of clients praising their financial expertise and seamless communication. Matt, their representative, is frequently mentioned for his professionalism and dedication, making Ledger Medial a trusted resource for bookkeeping and tax filing needs.

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Reviews mention Helpful
Clients express a consistently positive sentiment towards Ledger Medial Accounting Services, highlighting their deep industry knowledge and responsiveness. One client noted that Matt has become a 'trusted ally' and emphasized the company's unwavering support, stating, 'Every time something is needed of Ledger Medial they are there to help.' The overall feedback reflects a strong appreciation for their expertise and commitment, with no suggested areas for improvement.

Tax Prep & Bookkeeping for Digital Marketing Company

5.0 Jan 14, 2021

Every time something is needed of Ledger Medial they are there to help. It is exactly what you need in a business resource. Matt displays his financial expertise on a daily basis. Their willingness to help has made them a valuable part of our business.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Bookkeeping for Digital Marketing Company
5.0 — Ledger Medial Accounting Services provides tax preparation and bookkeeping for a digital marketing company. The responsibility is to keep the client financially fit, providing monthly reports on Read more
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Industry Experience

Ledger Medial Accounting Services has received positive feedback primarily from the Advertising & Marketing and Business Services industries. Clients commend their financial expertise, responsiveness, and ability to foster seamless collaboration. In the Advertising & Marketing sector, they are valued for their role in maintaining financial health and providing insightful monthly reports. Meanwhile, in Business Services, they are recognized for their personalized approach and immediate value delivery. Overall, Ledger Medial excels in client relations and tax advisory, making them a strong fit for businesses in these sectors.
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Advertising & marketing Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise Ledger Medial Accounting Services for their reasonable pricing and exceptional value for money. One client noted the 'reasonable price point' and highlighted the company's deep industry knowledge. Another client emphasized that Matt provided immediate value and individual attention, reinforcing the cost-effectiveness of their services. Overall, feedback indicates a strong sentiment of satisfaction regarding the company's pricing structure and the quality of service received.
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The Numbersmith

5.0 1 review

$1,000+

$150 - $199 / hr

10 - 49

Peterborough, England

Services provided

90% Accounting

10% Finance & Accounting Outsourcing (FAO)

The Numbersmith is an accounting services company specializing in bookkeeping, tax preparation, and financial advisory through cloud-based solutions like Xero. Reviews indicate unanimous satisfaction, emphasizing their expertise and seamless process management. With 100% positive feedback, clients appreciate their knowledgeable and helpful team, which ensures smooth and compliant digital tax filing and financial reporting.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Cloud-Based Accounting for Financial Services Firm
5.0 — In order to comply with government regulations, a financial services company hired The Numbersmith to move their accounts and records onto XERO, a cloud-based accounting software. Read more
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Industry Experience

The Numbersmith has received positive feedback primarily in the financial services sector, where their expertise in cloud accounting, particularly with Xero, has been noted. Clients commend their knowledgeable and seamless service, which aids compliance with regulations like Making Tax Digital. Overall sentiment in this industry is highly favorable, showcasing The Numbersmith's strengths in providing effective solutions and guidance, making them a suitable match for clients in financial services seeking modern accounting solutions.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with The Numbersmith's cost structure, noting their fixed monthly retainer as transparent and predictable. One client highlighted that the engagement took less time than expected, underscoring the value for money due to their expertise in cloud accounting. Overall, feedback indicates that The Numbersmith provides excellent value, with clients appreciating the seamless workflow and knowledgeable support throughout the process.
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Bharmal & Associates, Inc.

5.0 3 reviews

$1,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Services provided

90% Accounting

10% Business Consulting

Bharmal & Associates, Inc. is a highly-regarded CPA firm providing comprehensive accounting services, including bookkeeping, tax preparation, and financial analysis. With a 100% positive feedback rate, clients commend their expertise, communication, and personalized advice. Notable strengths include their responsiveness and tailored financial strategies, particularly in complex tax and audit scenarios, making them a trusted partner for business auditing and financial advisory.

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3 of 3 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Glass Installation Company
5.0 — Bharmal & Associates, Inc. performs bookkeeping, payroll, and tax services for a company that does commercial and residential glasswork. Their services are ongoing. Read more
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Industry Experience

Bharmal & Associates, Inc. has demonstrated strong expertise in the healthcare and other industries, particularly in accounting and tax services. Clients in healthcare appreciate their compliance knowledge and methodical approach, while businesses in other sectors value their responsiveness and personalized service. Overall sentiment across industries is positive, highlighting their ability to provide effective solutions, maintain client trust, and deliver substantial financial benefits.
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Construction Healthcare

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Laguna Hills, California (1) Orange, California (1) Santa Ana, California (1)

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BCL India

4.8 2 reviews

Undisclosed

Undisclosed

50 - 249

Bengaluru, India

Services provided

100% Accounting

BCL India is a professional accounting services firm specializing in company setup, accounting, and statutory compliances. Feedback indicates a strong emphasis on professionalism and uniqueness, with 100% of reviewers providing positive comments. Their services include bookkeeping, financial reporting, and tax preparation. Clients appreciated their decent project management and communication, with no areas suggested for improvement.

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Reviews mention Accommodating
Clients have consistently praised BCL India for their accommodating nature, noting their willingness to customize services to meet specific needs. One client highlighted their support in understanding cash flow and ensuring compliance, stating, 'they were accommodating and ensured we were compliant so we didn’t have any issues.' Overall, the sentiment reflects a strong appreciation for BCL India's flexibility and responsiveness to client requirements.

Accounting, Permits & Compliance for Trading Company

4.5 Sep 15, 2021

They also helped us understand our cash flow, were accommodating, and ensured we were compliant so we didn’t have any issues. They customized to my requirements, and I was with them. Have a mutual understanding of what you want and customize the requirements to understand what kind of reports you need and in what format.
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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 Consulting Company
5.0 — A consulting company hired BCL India to provide accounting services. The team was tasked with setting up the client's accounting and statutory compliances. Read more
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Industry Experience

BCL India has demonstrated strong expertise in the Logistics & Supply Chain and Consulting industries. Clients commend their ability to facilitate business setup and ensure compliance, highlighting strengths in accounting, payroll, and management reporting. Overall sentiment is positive, with clients appreciating their professionalism, timely communication, and customized solutions. Potential clients in these sectors can expect thorough support and reliable service tailored to their specific needs.
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Logistics & Supply Chain Consulting

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed satisfaction with BCL India's cost-effectiveness and value for money. One client noted spending $10,000–$49,999, highlighting the value derived from monthly reports and compliance assistance. Another mentioned a monthly fee of Rs. 25,000 plus tax, emphasizing the professionalism of the team. Overall, feedback indicates that BCL India delivers quality services tailored to client needs, with no significant areas for improvement identified.
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The Accountancy Partnership

5.0 1 review

$1,000+

Undisclosed

50 - 249

Wirral, England

Services provided

80% Accounting

20% Finance & Accounting Outsourcing (FAO)

The Accountancy Partnership is an accounting services provider specializing in bookkeeping, financial reporting, and tax preparation, offering expert guidance and seamless communication. With 100% positive feedback, clients consistently praise their professionalism, personalized service, and effective communication. The company excels in delivering reliable accounting solutions, enabling businesses to focus on growth while ensuring compliance.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax, VAT, & Financial Statement Prep for Digital Studio
5.0 — The Accountancy Partnership provides bookkeeping, tax filing, and business structure consulting to a digital studio based in the United Kingdom. Read more
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Industry Experience

The Accountancy Partnership has received positive feedback primarily from clients in the Advertising & Marketing sector. Their expertise in bookkeeping and year-end accounting services is highly regarded, with clients noting their excellent communication, reliable advice, and dedication to client support. This firm effectively alleviates financial management burdens, enabling clients to focus on core business activities. Their strengths are particularly valued in industries requiring adaptable accounting solutions, making them a strong fit for similarly structured businesses.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients report that The Accountancy Partnership offers excellent value for money, with services priced around £80 per month, which they consider reasonable given the potential costs of mistakes. One client emphasized the efficiency and reliability of the firm, stating that the cost of their services is significantly less than the fines for errors. Overall, feedback indicates strong satisfaction with both the pricing structure and the quality of service provided.
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ORBA

5.0 2 reviews

$1,000+

$50 - $99 / hr

50 - 249

Chicago, IL

Services provided

100% Accounting

ORBA is a comprehensive accounting firm offering services such as tax preparation, financial advisory, and business auditing. Client reviews highlight their exceptional transparency and attention to detail, with 100% of reviewers emphasizing trust and communication as key strengths. Their expertise in tax planning and forming LLCs has greatly assisted clients in strategic business decisions and financial growth.

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Reviews mention Transparent
Clients have expressed a strong appreciation for ORBA's transparency, noting that the firm provides clear communication and is proactive in addressing potential issues. One client highlighted that ORBA is 'much more transparent than other accounting companies' they have worked with, ensuring they are informed about changes and corrections. This transparency has fostered trust and confidence, allowing clients to focus on their business operations effectively.

Accounting Services for Web Design Firm

5.0 Mar 6, 2018

ORBA is much more transparent than other accounting companies we’ve worked with in the past. I always know when and where they’re going to change things. They’ve also been able to find mistakes of previous accountants and provide solutions.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Web Design Firm
5.0 — ORBA provides ongoing accounting services in the form of tax consultation and other advisory roles. They offer tax planners to make the filing process as simple as possible. Read more
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Industry Experience

ORBA has demonstrated strong expertise in the Advertising & Marketing sector, particularly in web design and development. Clients commend their clear communication, transparency, and attention to detail, which have facilitated substantial business growth and effective tax planning. Overall sentiment is positive, emphasizing ORBA's ability to provide tailored accounting solutions that adapt to evolving business needs. This indicates a solid fit for companies in the creative and digital industries seeking reliable accounting and advisory services.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive ORBA as offering valuable services at a reasonable cost. One client noted a $5,000 investment for ongoing advisory services, emphasizing the trust and clarity provided by their accountant, Jim Pellino. Another client reflected on the financial benefits of their advice, although they found it challenging to quantify savings. Overall, the sentiment indicates satisfaction with ORBA's transparency and support, suggesting that their pricing aligns well with the quality of service delivered.
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Zccounting.com

5.0 1 review

$1,000+

$50 - $99 / hr

10 - 49

Services provided

10% Accounting

50% Finance & Accounting Outsourcing (FAO)

20% Commercial Financing +2 services

10% Back Office Outsourcing

10% Business Consulting

Zccounting.com is an accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. They are highly regarded for their communication skills, with 100% of reviewers emphasizing their responsiveness and effective communication. Clients appreciate their reliable monthly and weekly accounting services, indicating satisfaction with the firm meeting all expectations.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping Svcs for Commercial Brokerage Firm
5.0 — Zccounting.com provides accounting and bookkeeping services for a commercial brokerage firm. They handle the client's weekly and monthly finance audits. Read more
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Industry Experience

Zccounting.com has demonstrated expertise primarily in the real estate industry, providing comprehensive accounting, finance, and bookkeeping services. Clients commend their strong communication skills, responsiveness, and team collaboration, all contributing to a reliable partnership. Overall sentiment is highly positive, with clients noting that Zccounting consistently meets expectations, making them a suitable choice for firms seeking dependable financial management in real estate.
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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 of Zccounting.com express satisfaction with the company's pricing structure, noting a consistent monthly fee for comprehensive accounting services. Feedback highlights the firm's value for money, as they deliver on all promised services effectively. One client emphasized their responsiveness and clear communication, which adds to the perceived value. Overall, the sentiment is positive, with clients feeling that Zccounting.com meets or exceeds their expectations in both cost and service delivery.
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Outsource Philippines

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Services provided

10% Accounting

20% Customer Service Outsourcing

15% Back Office Outsourcing +6 services

15% Web Design

10% Content Writing Services

10% Search Engine Optimization

10% Social Media Marketing

5% Employer of Record (EOR) Services

5% Pay Per Click

Outsource Philippines is a virtual assistant services company providing comprehensive support in administrative tasks, customer service, SEO, and WordPress design. Feedback indicates a 4.7/5 average customer satisfaction, with clients highlighting their quick scaling capabilities, proactive communication, and effective process management. While their hiring process could improve, 97% of live chat response SLAs are consistently met, showcasing their operational efficiency.

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Industry Experience

Outsource Philippines has received positive feedback primarily in the business services sector, showcasing expertise in virtual assistant services, SEO, and customer support. Clients noted their ability to significantly reduce administrative workloads and enhance customer response times, achieving high satisfaction ratings. The company's strengths include scalability, proactive communication, and robust operational processes. Overall sentiment is highly favorable, suggesting a strong fit for businesses seeking efficient operational support and improved customer engagement.
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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Outsource Philippines' competitive pricing and strong cost-to-value ratio. One client noted their 'good value for cost' while achieving significant operational improvements, such as a 42% reduction in internal workload and enhanced customer response times. The company's ability to deliver measurable outcomes at a reasonable price point has been praised, with specific feedback indicating satisfaction with their service levels and performance metrics, reinforcing the overall positive sentiment regarding their value for money.
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BPS TECH

4.9 11 reviews

$1,000+

$25 - $49 / hr

10 - 49

Beograd, Serbia

Services provided

20% Accounting

45% Recruiting

25% HR Outsourcing +1 service

10% HR Consulting

BPS TECH is a recruitment agency specializing in sourcing and vetting candidates for various industries, including IT and software development. Across the reviews, 100% of clients commend their professionalism, effective communication, and timely delivery of quality candidates. Approximately 90% of reviewers highlight their impressive understanding of client needs and cultural fit, while a few suggest minor improvements in understanding specific organizational cultures.

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Reviews mention Professional
The overall sentiment regarding BPS TECH's professionalism is highly positive. Clients consistently highlight their timely delivery and smooth communication. For instance, one HR Manager noted, "Everything was done in a timely and professional manner," while another emphasized their "dedication to the project." Additionally, a CEO remarked on their "professionalism, commitment, and instant results." These comments reflect a strong alignment with client expectations, reinforcing BPS TECH's reputation as a reliable partner in recruitment.

Recruiting Services for Software Development Company

5.0 Nov 15, 2023

Everything was done in a timely and professional manner and communication was smooth. Short time frame in which they managed to finish the job with quality results.
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Recruitment Services for Engineering Company

5.0 Nov 15, 2023

Everything from their side was accurate and professional. We were impressed with their dedication to the project.
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IT Engineers Recruitment for Insurance Software Company

5.0 Jun 8, 2022

They are a skilled and professional team, understanding our needs and values. We used to communicate very effectively, just when needed with very focused discussion on relevant issues.
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Recruitment Services for IT Company

5.0 Jan 21, 2022

The cooperation is always extremely effective, the recruiters are very responsive, and what I particularly like is that they listen to our needs very carefully. Their approach to clients is very professional and we never encountered any issues.
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External Recruitment for B2B Platform

3.5 Jan 24, 2023

The account that is in charge of Intelisale is very responsive, kind, and professional. Kind recruiters and professional approach.
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Industry Experience

BPS TECH has demonstrated strong expertise in recruitment across diverse industries, including IT services, manufacturing, and business services. Client feedback highlights their professionalism, responsiveness, and ability to deliver quality candidates efficiently. Companies in IT and manufacturing praise their understanding of specific technical needs, while businesses in other sectors appreciate their cultural alignment and timely communication. Overall, BPS TECH is well-regarded for its impactful recruitment strategies, making it a suitable partner for organizations seeking skilled talent in these areas.
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Other industries Business services Manufacturing IT Services

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Average Project Cost Breakdown

$10,000 to $49,000 (3) Less than $10,000 (2) $50,000 to $199,999 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently report that BPS TECH offers excellent value for money, with several highlighting the company's pricing structure as fitting within their budgets. For instance, an HR Manager noted that BPS was selected due to its 'good value for cost' and 'great culture fit.' Another client emphasized the professionalism and speed of service, stating they 'exceeded all expectations related to speed of service and quality of candidates.' Overall, the sentiment reflects satisfaction with the company's cost-effectiveness and service quality.
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Serbia (6) United States (2) Sweden (1) Switzerland (1)

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Spear CPA CFP

5.0 11 reviews

$1,000+

$100 - $149 / hr

2 - 9

New York, NY

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Spear CPA CFP is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and business auditing. Reviewers consistently praise the firm for its professionalism, responsiveness, and ability to save clients money, with nearly 100% expressing satisfaction. Many highlight their ability to provide timely updates and effective tax planning, emphasizing Meir's expertise and dedication to client success.

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10 of 11 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Stone & Tile Company
5.0 — Spear CPA CFP handles the bookkeeping and tax preparations and filing for a stone and tile company. They utilize QuickBooks to manage the client’s account, posting monthly reports through a shared Read more
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Industry Experience

Spear CPA CFP has demonstrated expertise across several industries, including manufacturing, legal, financial services, business services, and advertising/marketing. Clients praise their responsiveness, professionalism, and ability to exceed expectations, particularly in handling tax planning, bookkeeping, and compliance. Overall sentiment is highly positive, with notable strengths in project management and their proactive approach to client needs. Businesses in industries requiring meticulous financial management and strategic tax advice would find Spear CPA CFP an ideal partner.
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Advertising & marketing Financial services Business services Manufacturing Consumer Products Legal Construction

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Average Project Cost Breakdown

$50,000 to $199,999 (4) $200,000 to $999,999 (3) $10,000 to $49,000 (2)

What Clients Have Said
Clients consistently express satisfaction with Spear CPA CFP's cost-effectiveness and value for money. One client noted that their investment, amounting to approximately $100,000 over several years, was well worth it due to the expertise and efficiency provided. Another remarked on the reasonable rates and the significant savings achieved through their tax advice. Overall, the sentiment reflects that clients feel they receive high-quality service that justifies their financial commitment.
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New York City, New York (7) Brooklyn, New York (1) Kingston, New York (1) Mount Vernon, New York (1) Rochester, New York (1)

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Abacus First Solutions

5.0 4 reviews

$1,000+

< $25 / hr

250 - 999

Services provided

20% Accounting

20% Back Office Outsourcing

20% Finance & Accounting Outsourcing (FAO) +3 services

20% Financial Advising & Planning

10% Business Consulting

10% Financial Consulting

Abacus First Solutions is a comprehensive accounting services company offering bookkeeping, financial reporting, tax preparation, and payroll services. With an impressive 100% positive feedback, clients commend their punctuality, accuracy, and cost-effectiveness. Across reviews, 100% of clients highlight their efficiency in streamlining processes and delivering timely information, making them an indispensable partner.

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Reviews mention Unique expertise
Clients consistently commend Abacus First Solutions for their unique expertise in accounting and financial analysis. One client highlighted their ability to identify cost-saving opportunities, resulting in savings between $1,000 and $50,000 per recommendation. Their smart team and proactive communication were noted as impressive, particularly during challenging times like the COVID-19 pandemic. Overall, clients express high satisfaction with their specialized knowledge and effectiveness in streamlining processes.

Accounting Services for Restaurant Management Co

5.0 Mar 18, 2022

They’re all extremely smart, and their communication is on point. They have an impressive ability to streamline processes. They provide good guidance and keep me very well-informed with their specialized knowledge.
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4 of 4 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Restaurant Management Co
5.0 — Abacus First Solutions provides accounting and financial services for a restaurant management company. They identify areas of excessive spending and offer recommendations. They also help with Read more
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Industry Experience

Abacus First Solutions has demonstrated strong expertise across various industries, including Food & Beverages, Utilities, Restaurants, and IT Services. Clients commend their accounting and bookkeeping services for accuracy, timeliness, and cost-effectiveness. In the Food & Beverages sector, they provided significant savings and operational support during challenging periods. Feedback from Utilities and IT Services highlighted their consistency and effective communication. Overall, Abacus First Solutions is well-suited for businesses seeking reliable financial management in these industries.
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Food & Beverages Utilities Restaurants IT Services

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BrightAnalytics

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Hooglede, Belgium

Services provided

15% Accounting

25% Cloud Consulting & SI

15% BI & Big Data Consulting & SI +4 services

15% Custom Software Development

10% AR/VR Development

10% Low/No Code Development

10% Web Design

BrightAnalytics is a financial reporting solution provider, known for its efficient integration with ERP and accounting systems, offering plug-and-play functionality. The feedback highlights a 100% positive response regarding time savings and seamless implementation, with reviewers consistently praising the platform's speed, accuracy, and exceptional customer support.

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Industry Experience

BrightAnalytics has received positive feedback primarily from the Advertising & Marketing industry, where clients praise their expertise in streamlining financial reporting processes. The company's strengths lie in efficient software integration, quick implementation, and exceptional customer support. Reviews highlight the impactful automation of financial reporting, which saves clients significant time and enhances data accuracy. Potential clients in the advertising sector may find BrightAnalytics particularly well-suited to their needs.
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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 expressed satisfaction with BrightAnalytics regarding overall cost and value for money, highlighting the efficiency gained through automated financial reporting. One client noted that the platform's functionalities justified the investment, emphasizing a swift implementation and excellent support. The transparency in communication and adherence to deadlines further reinforced the perception of value. Overall, clients feel that the pricing aligns well with the benefits delivered, with no significant areas for improvement identified.
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KGRN Accounting Associates

4.9 4 reviews

Undisclosed

Undisclosed

2 - 9

Dubai, United Arab Emirates

Services provided

50% Accounting

30% Business Consulting

20% Finance & Accounting Outsourcing (FAO)

KGRN Accounting Associates offers services in accounting, auditing, and bookkeeping with a focus on financial analysis and auditing expertise. Reviews highlight their professionalism, flexible billing structure, and strong communication. Clients have reported significant business improvements and commend the firm's knowledgeable and efficient team.

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Industry Experience

KGRN Accounting Associates has received positive feedback primarily from the IT Services industry, highlighting their expertise in payroll services. Clients commend their qualified team for providing efficient and effective solutions, resulting in streamlined payroll processes and enhanced communication. The overall sentiment indicates strong satisfaction with their professionalism and service quality, making them a suitable fit for businesses seeking reliable accounting support in the IT sector.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend KGRN Accounting Associates for delivering quality payroll services at competitive rates, highlighting their professionalism and efficiency. One client noted the ease of salary processing after engaging KGRN, emphasizing the value gained from their expertise. Overall, the sentiment is positive, with clients feeling that the services provided are worth the investment, and no significant areas for improvement were identified.
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Finance PM

5.0 6 reviews

$1,000+

$100 - $149 / hr

2 - 9

Paphos, Cyprus

Services provided

50% Business Consulting

50% Financial Advising & Planning

Finance PM is a professional financial advisory firm specializing in Accounting Services, Financial Analysis, and Business Auditing. Across all reviews, they received 100% positive feedback, with clients consistently highlighting their expertise in financial reporting and strategic planning. Approximately 67% of reviewers praised their efficiency and ability to provide clear, actionable insights, while 33% emphasized their supportive and accessible team.

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Reviews mention Knowledgeable
Clients consistently regard Finance PM as a knowledgeable partner in financial due diligence. A Managing Partner at BRISE Capital noted their deep understanding of the industry and the smooth execution of the audit process. The team provided crucial insights and practical recommendations, showcasing their expertise. Their swift and flexible approach further emphasizes their knowledge, making them a reliable choice for complex financial assessments.

Financial Due Diligence for Private Investment Company

5.0 Feb 22, 2021

It’s always a pleasure to work with a team that knows their stuff. The Finance PM team demonstrated a deep understanding of the industry and the due diligence process. Throughout the workflow, guys didn’t draw away from work, either the startup or us.
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3 of 3 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Pitch Deck & Financial Model for Tattoo Startup
5.0 — Finance PM created a pitch deck for a tattoo startup. They also provided a detailed financial model for the company's investor pitch. Read more
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Industry Experience

Finance PM has demonstrated expertise across several industries, including Financial Services, Government, IT Services, and Arts & Entertainment. Clients commend their professionalism, efficiency, and ability to deliver tailored financial solutions, such as due diligence, financial audits, and strategic planning tools. The overall sentiment is positive, particularly highlighting their effectiveness in financial management and advisory roles. This makes them a strong candidate for projects in finance-centric sectors and organizations seeking to enhance their financial operations.
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Financial services Government IT Services Arts, entertainment & music

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Clarity Tax Group & CPA's

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

Services provided

25% Accounting

25% Business Consulting

25% Financial Advising & Planning +1 service

25% Financial Consulting

Clarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.

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Reviews mention Timely
Clients have consistently praised Clarity Tax Group & CPA's for their timeliness in delivering services. One client highlighted that payroll was 'always on time and correct' and noted the team's ability to respond promptly to needs. Overall, feedback reflects a strong sentiment regarding their reliability in meeting deadlines, contributing to a seamless experience for clients.

Accounting, Bookkeeping & Payroll Processing for Painting Co

5.0 Dec 22, 2025

Yes very much on time. Taxes are simple and correctly paid. Everything is in order for the business.
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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for Clarity Tax Group & CPA's reflect a strong overall sentiment, highlighting their professionalism and responsiveness. Clients praised the firm's ability to manage bookkeeping and payroll efficiently, with one client noting that 'everything is in order for the business.' Another client emphasized the firm's quick responses and helpfulness in maintaining good records. Overall, clients expressed satisfaction without any noted areas for improvement.
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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 — Clarity Tax Group & CPA's provides accounting and payroll processing services for a painting company. The team is responsible for managing the client's bookkeeping and payroll and creating financial Read more
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Industry Experience

Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
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Construction

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Accountants in Miami

5.0 1 review

$10,000+

$200 - $300 / hr

2 - 9

Miami, FL

Services provided

76% Accounting

24% Finance & Accounting Outsourcing (FAO)

Accountants in Miami is a firm specializing in auditing and accounting services, providing financial and tax guidance to businesses. Feedback highlights their exceptional responsiveness and communication, with 100% of reviewers praising their reliability and professionalism. Their ability to foster strong client relationships and maintain consistent communication is frequently noted as a key strength.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Annual Audit & Tax Guidance for Healthcare Company
5.0 — Accountants in Miami performs an annual audit for a healthcare company. They also help with financial and tax guidance. Read more
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Industry Experience

Accountants in Miami exhibits strong expertise in the Healthcare industry, providing auditing and financial guidance. Clients highlight their responsiveness, effective communication, and organizational skills, contributing to a positive and ongoing partnership. The feedback reflects a high level of satisfaction, indicating that potential clients in Healthcare can expect reliable and attentive service. Overall sentiment is highly favorable, making them a solid choice for businesses in this sector.
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Healthcare

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Average Project Cost Breakdown

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

What Clients Have Said
Clients report that Accountants in Miami provides excellent value for money, with one client noting an annual investment of $25,000 for comprehensive auditing and financial guidance. They highlight the firm's responsiveness and strong communication, emphasizing a solid working relationship that enhances their financial management. Overall, the sentiment is highly positive, with clients recommending the firm for its reliability and dedication to client needs.
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LYFE Accounting

5.0 11 reviews

$1,000+

$50 - $99 / hr

2 - 9

Atlanta, GA

Services provided

100% Accounting

LYFE Accounting is a comprehensive accounting services firm offering bookkeeping, tax preparation, financial analysis, and CPA consulting. Clients consistently highlight their professionalism, expertise, and personalized service, with an emphasis on client success and effective communication. Approximately 85% of reviews mention their exceptional service in financial reporting and tax filing, with emphasis on their ability to save clients money through strategic tax planning.

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Reviews mention Patient
Clients have expressed high satisfaction with LYFE Accounting, particularly praising Krystal's patience and clear communication. One client highlighted her ability to explain complex concepts in layman's terms, ensuring understanding and replicability. Additionally, her willingness to meet weekly and provide ongoing support even after project completion was noted. The overall sentiment is overwhelmingly positive, with clients appreciating the personalized attention and commitment to their success without feeling pressured into additional services.

Accounting & Financial Advising for Local Nonprofit

5.0 Sep 20, 2019

Krystal was patient with us and explained everything in layman’s terms so that we could understand something in the moment but then also be able to replicate it. Even after the financial literacy program ended, she gave us content so that we could answer follow-up questions. Even though she’s a busy accountant, Krystal had no problem meeting with us weekly to go over objectives, especially leading up to the program.
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8 of 8 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation for Real Estate Agency
5.0 — LYFE Accounting provided accounting services for a real estate agency. Their team prepared tax returns and managed bookkeeping for a complex set of public and private deals. Read more
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Industry Experience

LYFE Accounting has demonstrated expertise across various industries, including Hospitality & Leisure, Arts, Entertainment & Music, Business Services, and Real Estate. Clients praised their thoroughness in tax preparation and bookkeeping, effective communication, and tailored financial insights. Overall sentiment is highly positive, particularly in Hospitality and Arts sectors, where their knowledge of deductions and budgeting strategies stood out. Potential clients in these industries can expect attentive service and strategic financial guidance.
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Real estate Sports Business services Nonprofit Hospitality & leisure Arts, entertainment & music

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Evergreen Finance

5.0 3 reviews

$1,000+

$300+ / hr

2 - 9

Services provided

80% Accounting

20% HR Consulting

Evergreen Finance is a comprehensive accounting services firm, offering fractional CFO services, bookkeeping, financial reporting, and tax preparation. Their expertise is highly praised, with 100% of reviewers highlighting their broad capabilities and responsiveness. Clients commend their ability to integrate seamlessly into teams and provide valuable networking opportunities, though one noted a need for more realistic financial projections.

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Reviews mention Experienced
Evergreen Finance has received overwhelmingly positive feedback regarding their expertise and responsiveness. Clients have praised Jenny and her team for their instrumental role in financial modeling and proactive project management. One client noted their high-quality work and extensive network, which facilitated access to finance and investment communities. Another highlighted their availability and willingness to engage beyond standard hours. Overall, clients express strong confidence in Evergreen Finance's capabilities, describing them as invaluable partners in financial management.

Accounting Services for Law Firm

5.0 Feb 23, 2021

The broad array of experience and expertise that Jenny and her team at Evergreen Finance can bring to bare on behalf of our clients is really impressive, from garage to global, state sales tax to international tax structuring. Their vast knowledge in their field is a lifesaver.
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Financial Outsourcing for Semiconductor Manufacturer

5.0 Jan 29, 2021

Jenny brings a lot of experience and a strong financial perspective to the table. Through networking, an understanding of the community, and her expertise, she’s really helped our company.
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3 of 3 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Law Firm
5.0 — Evergreen Finance delivers taxation and accounting services to a law firm, assisting numerous emerging growth companies. The team provides full-scope financial solutions to the client. Read more
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Industry Experience

Evergreen Finance has demonstrated expertise across various industries, including Legal, Manufacturing, and Software. Clients in the Legal sector praised their ability to provide comprehensive financial support for startups, emphasizing their vast knowledge and networking capabilities. In Manufacturing, they were recognized for their proactive engagement and responsiveness, effectively managing finances during rapid growth. For Software, while the fundraising efforts faced challenges, the quality of their deliverables and their confidence-building approach were commended. Overall, their strengths lie in financial management and strategic support, making them a valuable partner for emerging growth companies.
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Legal Manufacturing Software

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Average Project Cost Breakdown

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

What Clients Have Said
Evergreen Finance is perceived as providing excellent value for money, with clients noting their comprehensive services in financial management and tax support. One client highlighted spending $400,000–$500,000 over two years, emphasizing the high-quality, timely work and proactive project management. Another client, who invested $31,000, appreciated the collaborative process and the compelling materials produced for fundraising efforts. Overall, clients expressed strong satisfaction with the cost-effectiveness of Evergreen Finance's services.
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Cross Link International

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Dubai, United Arab Emirates

Services provided

20% Accounting

70% Business Consulting

10% HR Consulting

Cross Link International is a consultancy firm specializing in business setup services in the UAE, assisting clients with obtaining trade licenses and visas. The feedback is overwhelmingly positive, with 100% of reviewers praising their flexibility, adaptability, and comprehensive support in navigating governmental procedures. Clients appreciate their extensive connections and commitment to meeting deadlines.

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Industry Experience

Cross Link International has demonstrated expertise in the Advertising & Marketing industry, particularly in assisting clients with company registration and trade license procurement in the UAE. Clients commend their comprehensive support and flexibility in navigating complex bureaucratic processes. The overall sentiment is positive, highlighting their strong communication, project management, and adaptability. Potential clients in digital marketing and related sectors seeking assistance with regulatory compliance in the UAE may find Cross Link International to be a suitable partner.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive Cross Link International as providing good value for money, particularly noting the comprehensive support offered throughout the licensing process. One client mentioned paying approximately $1,300 USD for their services, which they found reasonable given the successful outcomes achieved. The company's flexibility in payment methods and their proactive assistance, such as facilitating medical tests for employees, further enhance their perceived value. Overall, client sentiment is positive regarding cost-effectiveness and service quality.
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Wasserman Accounting CPA

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Hainesport, NJ

Services provided

100% Accounting

Wasserman Accounting CPA is a professional accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and business auditing. The reviews indicate a strong focus on reliability, compliance, and clear communication, with 100% of reviewers noting their impressive project management and responsiveness. Clients appreciate their proactive approach to financial statement preparation and tax planning.

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1 of 1 reviews is 5 stars

1 new review for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients have praised Wasserman Accounting CPA for their reliable and organized approach to accounting services, noting timely submissions of statutory filings and accurate financial records. One client highlighted the firm's steady project management and effective communication, emphasizing their impressive consistency in handling essential tasks. Overall, the sentiment is highly positive, with clients appreciating the value provided without any identified areas for improvement.
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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Digital Marketing Agency
5.0 — Wasserman Accounting CPA provides ongoing financial support for a digital marketing agency. The tasks include managing payroll, preparing statutory filings, maintaining financial records, and Read more
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Industry Experience

Wasserman Accounting has garnered positive feedback across diverse sectors, including consulting, advertising, and healthcare. Clients commend their expertise in financial management, consistent communication, and reliability in delivering accurate accounting services. Notable strengths include proactive tax planning and detailed cash flow reporting, which have significantly benefited agencies and healthcare companies alike. Overall, the sentiment is highly favorable, indicating their suitability for businesses seeking organized and compliant financial partnerships.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Wasserman Accounting for their cost-effectiveness and overall value for money. One client noted the firm's pricing fit their budget while providing good value for the cost, emphasizing their reliable and consistent service. Another client highlighted the firm's proactive approach, ensuring timely financial reporting and tax planning, which contributed to their satisfaction. Overall, the sentiment reflects a strong appreciation for the firm's affordability relative to the quality of service delivered.
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Brainy Advisors

5.0 4 reviews

$1,000+

$25 - $49 / hr

10 - 49

Houston, TX

Services provided

30% Accounting

20% Finance & Accounting Outsourcing (FAO)

10% Back Office Outsourcing +4 services

10% Business Valuation Services

10% Digital Asset Management

10% Financial Consulting

10% Fractional CFO Services

Brainy Advisors is a distinguished accounting services firm, excelling in bookkeeping, financial reporting, and tax preparation. Reviews reflect a remarkable 100% satisfaction rate, highlighting their professionalism, accuracy, and timely deliverables. Clients commend their project management and personalized approach, with 100% noting their ability to meet deadlines and effectively communicate.

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1 of 1 reviews is 5 stars

1 new review for Accounting services

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent feedback on Brainy Advisors highlights their professionalism, accuracy, and timely delivery of financial reports, including profit/loss statements and balance sheets. One client, an architect, praised their ability to maintain detailed accounting records and provide valuable insights into project performance. The client emphasized the team's responsiveness and proactive communication, recommending Brainy Advisors for accounting and bookkeeping services. Overall, sentiment is highly positive, with no suggested areas for improvement.
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3 of 3 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Financial Advising for E-Commerce Store
5.0 — Brainy Advisors has streamlined financial records for an e-commerce store. They've also developed a pricing strategy, advised the client on margin calculations, and provided reports for P&L Read more
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Industry Experience

Brainy Advisors has demonstrated strong expertise in diverse industries including eCommerce, Architecture, and IT consulting. Clients commend their professionalism, timely deliverables, and responsiveness. In eCommerce, they excelled in bookkeeping and pricing strategy, significantly improving financial organization. For the design sector, they provided meticulous accounting services that enhanced project performance tracking. Overall, feedback indicates a high level of client satisfaction across industries, making them a suitable partner for businesses seeking reliable accounting and consulting services.
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Software eCommerce Design

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$229 Startups & Small Businesses with <$30k Expenses/Mo $379 Medium Sized Businesses with $30k-$80k Expenses/Mo $699 Large Businesses with $80k-$150k Expenses/Mo

Monthly Business Bookkeeping Packages
We offer world-class bookkeeping services to clients across the globe, managed exclusively by CPAs. We'll update your books promptly every month, with a focus on our four tenets: - Accurate numbers - Dependable and Predictable Timeline - Scalable as Your Business Grows, and - Affordability. We aim to be your next and last bookkeeping firm.
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Sound Advice Bookkeeping

5.0 4 reviews

$1,000+

$50 - $99 / hr

10 - 49

Denver, CO

Services provided

100% Accounting

Sound Advice Bookkeeping is a professional accounting services firm specializing in bookkeeping and payroll management. Client feedback indicates exceptional communication and proactive support, with 100% of reviewers praising their responsiveness and personalized service. Their use of innovative technology and alignment with client values further enhances their reputation for delivering high-value financial solutions.

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More responsive than most other service providers

Sound Advice Bookkeeping 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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LEAF Specialty Tax Consultants

5.0 4 reviews

$10,000+

Undisclosed

10 - 49

Salt Lake City, UT

Services provided

70% Accounting

30% Business Consulting

LEAF Specialty Tax Consultants is an accounting services firm specializing in tax preparation, financial advisory, and financial analysis, with a focus on employee retention and R&D tax credits. The firm consistently meets timelines and exceeds expectations, with 100% of reviewers highlighting their exceptional client service, deep expertise, and substantial tax savings achieved. Reviewers commend their responsiveness and the significant returns on investment facilitated by their services.

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Reviews mention Unique expertise
Clients consistently highlight LEAF Specialty Tax Consultants' unique expertise in R&D tax credits, noting their specialized knowledge and ability to uncover qualifying expenses. One CEO remarked on their substantial tax savings and seamless engagement, emphasizing LEAF's superior experience compared to competitors. Additionally, clients appreciate the insightful guidance provided by their consultants, which extends beyond tax credits, reinforcing LEAF's reputation as a phenomenal partner in navigating complex tax matters.

R&D Tax Consulting for SEM Company

5.0 Oct 6, 2020

Adam is experienced in educating us on different aspects of R&D tax credits, as well as finding areas in which we can leverage the R&D tax credits. He is one of the best tax consultants we’ve ever dealt with. LEAF is a phenomenal company. Their people are easy to work with, and they provide an incredible service that saves us tons of money in R&D tax credits.
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3 of 3 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Business Consulting Services for BioTech Company
5.0 — LEAF Specialty Tax Consultants provides business consulting services for a biotech company. The team is responsible for researching and filing employee retention credits. Read more
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Average Project Cost Breakdown

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

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