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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent client feedback indicates a strong overall sentiment towards CSTMR, highlighting their expertise in branding and web design. One client, from ValidMind, praised CSTMR for their methodical project management and responsiveness, noting that website traffic tripled post-engagement. The client appreciated CSTMR's deep understanding of the fintech sector and reported no areas for improvement, recommending clarity in project goals for future clients.Was this helpful?
Industry Experience
CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial servicesWas this helpful?
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
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Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49Jaipur, India
Services provided
10% Accounting15% Mobile App Development10% AI Development +13 services10% Social Media Marketing5% BI & Big Data Consulting & SI5% Blockchain5% Custom Software Development5% E-Commerce Development5% Graphic Design5% Print Design5% Search Engine Optimization5% Video Production5% Web Design5% Web Development3% Cybersecurity2% Cloud Consulting & SISee all 1 projectsZumosun 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.
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 ServicesWas this helpful?
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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.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49
Services provided
80% Accounting10% Business Consulting10% Logistics & Supply Chain ConsultingSee all 25 projectsSellerPlex is a proficient provider of accounting services, excelling in bookkeeping, financial reporting, tax compliance, and audit services. They have consistently received positive feedback for their professionalism, responsiveness, and tailored financial solutions, with 100% of reviewers praising their reliability and expertise in managing complex financial systems for diverse businesses. Their strategic insights and seamless execution have notably enhanced clients' financial clarity and operational efficiency.
3 of 3 Accounting reviews are 5 stars3 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 3 ReviewsAccounting PROJECT HIGHLIGHT
Accounting for Private Label Retailer
5.0 — SellerPlex provided tax filing services for an Amazon FBA retailer. Based on the client's Amazon payout and inventory records, the team performed compliance checks and submitted the carryback Read moreWas this helpful?
Industry Experience
SellerPlex has demonstrated expertise across multiple industries, including Manufacturing, Food & Beverages, Consulting, IT Services, and Real Estate. Clients consistently praise their ability to optimize Amazon operations, enhance PPC strategy, and streamline logistics, leading to increased sales and reduced costs. The overall sentiment is highly positive, with feedback highlighting their professionalism, responsiveness, and strategic insights. This positions SellerPlex as a strong fit for companies seeking growth in e-commerce and operational efficiency.
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Food & Beverages Consulting IT Services Real estate Financial services Retail Business services ManufacturingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently report that SellerPlex offers excellent value for money, with many citing their pricing as fitting within budget while delivering substantial improvements in performance. For instance, one client noted a 90% increase in Amazon sales and significant cost reductions after engaging SellerPlex. Another highlighted their proactive communication and timely delivery, emphasizing that the services provided more than justified the investment. Overall, sentiment reflects high satisfaction with both cost-effectiveness and the quality of services received.Was this helpful?
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Undisclosed< $25 / hr50 - 249Ahmedabad, India
Services provided
60% Accounting20% Finance & Accounting Outsourcing (FAO)10% Business Consulting +1 service10% Financial ConsultingSee all 6 projectsCapActix Business Solutions is a comprehensive accounting services provider, specializing in bookkeeping, tax preparation, and financial reporting. The company is praised for its timely delivery, with 100% of clients noting on-time filings and effective communication. Approximately 75% of reviewers highlighted their expertise in handling complex financial tasks, while their proactive management approach has significantly enhanced client satisfaction and operational efficiency.
1 of 1 reviews is 5 stars1 new review for Accounting servicesUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews for CapActix Business Solutions highlight positive client experiences, particularly emphasizing effective communication and timely project delivery. A client noted the impressive ability of their assigned team member, Verun, to meet tight deadlines and deliver quality work ahead of schedule. Overall, the sentiment is highly favorable, with clients expressing satisfaction with the company's responsiveness and project management capabilities, indicating a strong fit for business administration needs.Was this helpful?
4 of 4 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Accounting & Tax Preparation for Business Administration Co
5.0 — CapActix Business Solutions provides accounting services for a business administration company. The team has handled tax preparation and account reconciliation. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently highlighted CapActix Business Solutions as providing excellent value for money, with several noting that their pricing fits within budget while delivering high-quality services. For instance, one client mentioned, 'Good value for cost,' while another stated they received 'the benefits of a finance team at a fraction of the cost.' Overall, the sentiment reflects satisfaction with the cost-effectiveness and the quality of service received, despite occasional requests for more proactive advisory insights.Was this helpful?
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$5,000+Undisclosed250 - 999
Services provided
35% Accounting35% Back Office Outsourcing20% Customer Service Outsourcing +1 service10% Call Center ServicesSee all 2 projectsIQ 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.
Reviews mention Unique expertise
Clients consistently highlight IQ BackOffice's unique expertise in back office services, particularly in payment processing. One client noted their ability to save $5,000 monthly and 20-30 hours of work, attributing these efficiencies to the company's skilled personnel. Overall sentiment is highly positive, with clients describing their service as excellent and a significant advantage for their operations. The commitment to quality work and customer service further reinforces their specialized capabilities.-
Payment Processing Support for Business Services Company
5.0 Nov 2, 2017The service provider's people are their strength. Working with them has been a huge plus for us. Their expertise and dedication have contributed significantly to our ongoing partnership since 2017.
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Industry Experience
IQ BackOffice has demonstrated expertise in the healthcare and business services industries, providing innovative and efficient back-office solutions. Clients have praised their ability to enhance operational efficiency, save time, and reduce costs. Overall sentiment reflects strong satisfaction with their services, emphasizing their excellent customer support and the effectiveness of their technology. Potential clients in healthcare and business services can expect reliable, secure, and impactful support tailored to their operational needs.
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Business services HealthcareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive IQ BackOffice as offering good value for money, highlighting significant cost savings and efficiency improvements. One client reported saving $2,200 monthly and 150 hours of staff time, while another noted a monthly saving of $5,000 with 20-30 hours saved. Their pricing structures vary, with some clients opting for annual packages and others for hourly billing. Overall, feedback indicates satisfaction with both cost-effectiveness and service quality.Was this helpful?
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UndisclosedUndisclosed2 - 9Vaughan, Canada
Services provided
50% Accounting20% Financial Advising & Planning20% Financial Consulting +1 service10% Business ConsultingSee all 2 projectsMuia 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.
Reviews mention Well-organized projects
Clients have consistently praised Muia Consulting for their well-organized project management. One CEO highlighted their professionalism and expertise in structuring their company after a previous negative experience, stating, 'Their professionalism and expertise has been more than satisfactory.' Another client remarked on their efficiency and effective communication, noting, 'They are very organized and use many cloud sources to give the opportunity to share docs remotely.' Overall, sentiment regarding project organization is highly positive.-
Accounting Services for Culinary Studio
5.0 Jan 28, 2022Their are very organized and use many cloud sources to give the opportunity to share docs remotely.
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2 of 2 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting 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 moreWas this helpful?
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 & FitnessWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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Undisclosed$50 - $99 / hr2 - 9Sarasota, FL
Services provided
100% AccountingSee all 1 projectsOmnis Bookkeeping & Business Solutions specializes in comprehensive accounting services, including bookkeeping, payroll, financial statement preparation, and invoice processing. Their reviews highlight their efficiency and ability to handle extensive bookkeeping needs, eliminating the necessity for in-house staff. The overall feedback is positive, emphasizing their customized solutions and responsive communication.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
Industry Experience
Omnis Bookkeeping & Business Solutions has garnered positive feedback primarily from the construction industry. Clients appreciate their comprehensive bookkeeping services, including payroll, invoicing, and financial reporting, which have improved operational efficiency. The overall sentiment is highly favorable, highlighting their expertise in managing bookkeeping needs and alleviating the burden of in-house staff. Potential clients in construction can expect reliable partnerships that facilitate smoother financial processes.
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ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally express satisfaction with the value provided by Omnis Bookkeeping & Business Solutions. One client noted a monthly investment of approximately $2,000, highlighting the elimination of the need for an in-house bookkeeper as a significant benefit. The feedback emphasizes their efficiency and ability to handle a range of bookkeeping tasks, contributing to a positive perception of cost-effectiveness. Overall, clients feel that the services offered justify the expenses incurred.Was this helpful?
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UndisclosedUndisclosed10 - 49Mechanicsburg, PA
Services provided
100% AccountingSee all 2 projectsGift 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.
Reviews mention Personable
Clients consistently praise Gift CPAs for their personable approach and strong client relationships. One client noted, "All the members of the firm are personable and educated. They care about their clients and establish relationships with them." Another highlighted the accessibility and proactive nature of the team, stating, "I've been working with the firm for so long that I have them on speed dial." Overall, the sentiment reflects a high level of satisfaction with the firm's interpersonal engagement.-
Business Tax Planning & Growth for Financial Company
5.0 May 20, 2021All the members of the firm are personable and educated. They care about their clients and establish relationships with them. They are certainly on top of their game when it comes to deliverables.
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2 of 2 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting 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 moreWas this helpful?
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 servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$5,000+$50 - $99 / hr10 - 49
Services provided
68% Accounting10% Business Consulting10% Financial Consulting +3 services5% BI & Big Data Consulting & SI5% Cloud Consulting & SI2% Custom Software DevelopmentSee all 2 projectsDigit 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.
Reviews mention Communicative
Clients have consistently praised Digit for their exceptional communication skills. One managing director highlighted their impressive communication and knowledge, noting that the workflow between teams was 'easy' and 'very effective.' The overall sentiment reflects a strong appreciation for Digit's communicative approach, contributing significantly to successful project outcomes.-
Bookkeeping Services for Digital Marketing Company
5.0 Apr 13, 2021I am impressed with their communication skills and knowledge!
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2 of 2 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting 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 moreWas this helpful?
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 & musicWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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Undisclosed$200 - $300 / hr10 - 49Indianapolis, IN
Services provided
60% Accounting20% Business Consulting20% Finance & Accounting Outsourcing (FAO)See all 1 projectsOnTarget 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.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed50 - 249Portland, OR
Services provided
20% Accounting50% Business Consulting20% HR Consulting +1 service10% Financial ConsultingSee all 1 projectsPerkins & Co is an accounting firm specializing in bookkeeping, tax preparation, and financial advisory services. Reviews highlight their exceptional communication and prompt responses, with 100% of feedback commending their tax expertise. Clients appreciate their proactive approach, though cost considerations are noted. Overall, they effectively fill knowledge gaps and provide valuable financial insights.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$5,000+$50 - $99 / hr2 - 9Menemeni, Greece
Services provided
30% Accounting20% Custom Software Development20% Enterprise App Modernization +2 services20% Web Development10% AR/VR DevelopmentSee all 1 projectsDimicro S.A. is a proficient software development company, excelling in creating comprehensive web applications. Feedback highlights their exceptional expertise, with 100% of reviewers praising their project management skills and ability to exceed expectations, ensuring timely delivery and optimized performance. Their technical acumen and architectural skills are consistently lauded, resulting in high-quality, cost-effective solutions without surprise expenses or delays.
Industry Experience
Dimicro S.A. has demonstrated significant expertise in the business services sector, particularly in developing web applications. Feedback highlights their strong project management skills, technical proficiency, and ability to deliver high-quality, user-optimized solutions. Clients commend their Agile approach and effective communication, which foster collaborative development. Overall sentiment is highly positive, suggesting that Dimicro S.A. is well-suited for projects in the business services industry, especially those requiring innovative software solutions.
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Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have noted that Dimicro S.A. provides exceptional value for money, with one review highlighting a project budget of €60,000-70,000, yielding results that exceeded expectations. The company is praised for its transparency regarding costs and timelines, which helped avoid additional expenses and delays. Overall, the sentiment is highly positive, with clients recommending the company for its quality of work and effective project management.Was this helpful?
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$1,000+< $25 / hr250 - 999Pune, India
Services provided
10% Accounting25% Mobile App Development25% Web Development +3 services20% E-Commerce Development10% Content Marketing10% Pay Per ClickSee all 1 projectsMindpool 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.
Industry Experience
Mindpool Technologies has demonstrated expertise primarily in the Information Technology sector, particularly in web and mobile application development. Clients commend their strong project management, responsiveness to requirements, and technical proficiency, resulting in enhanced user experiences and increased website traffic. The overall sentiment highlights Mindpool's reliability and effective communication. They are particularly well-suited for tech-driven projects, though clients seek extended post-delivery support to maximize long-term benefits.
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Information technologyWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Mindpool Technologies is regarded as a cost-effective partner, delivering high value for money. Clients appreciate their responsiveness and attentiveness to requirements, which enhances project outcomes. One client noted the positive impact on user experience and website traffic, attributing this to the team's technical strength and adherence to deadlines. However, there is a desire for improved post-project support, indicating room for enhancement in long-term value retention.Was this helpful?
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$5,000+$50 - $99 / hr10 - 49Maynard, MA
Services provided
25% Accounting25% Financial Advising & Planning25% Other Digital Marketing +2 services15% Business Consulting10% Financial ConsultingSee all 6 projectsWorldWide Local Connect Inc. is a comprehensive accounting services firm specializing in financial advisory, bookkeeping, and CFO services. They have received overwhelmingly positive feedback, with clients praising their financial strategy development and timely project management, which significantly contributed to achieving acquisitions. The firm's proficiency in financial modeling and business presentations has been highlighted in 100% of reviews.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 & BeveragesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed10 - 49Lombard, IL
Services provided
75% Accounting25% Business ConsultingSee all 1 projectsCatalano, Caboor & Co. is an accounting firm offering comprehensive services including bookkeeping, tax preparation, financial advisory, and business auditing. Reviews highlight their exceptional client care, with 100% positive feedback emphasizing their ability to deliver substantial tax savings and financial insights. Clients appreciate their hands-on approach and dedication, often describing them as integral to their business success.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+< $25 / hr50 - 249Makati, Philippines
Services provided
30% Accounting20% Back Office Outsourcing20% Pay Per Click +3 services10% Customer Service Outsourcing10% Graphic Design10% Web DevelopmentSee all 11 projectsMCVO Talent Outsourcing Services is a company specializing in accounting services, including bookkeeping and financial analysis. The overall feedback from reviews is highly positive, with clients praising their efficiency, reliability, and effective communication. Approximately 100% of reviewers highlight their cost-effectiveness and strong project management skills, noting significant savings compared to local hiring.
Reviews mention Accommodating
The sentiment regarding MCVO Talent Outsourcing Services' accommodating nature is overwhelmingly positive. Clients highlight the company's adaptability and quick response to urgent needs, with one client noting they secured assistance within a week. Feedback emphasizes the effective communication through various channels, and the team's willingness to take on diverse tasks. A client remarked on the impressive adaptability of their main contact, who has excelled in handling challenges independently. Overall, clients express satisfaction with the accommodating support provided.-
After-Hours Customer Service for Online Dress Company
5.0 Nov 13, 2020The adaptability is most impressive. She has really gone above and beyond just taking on any task we’ve given her, even when she doesn’t have anyone next to her to help her out. Everything is online, which can be tough for someone who’s starting out in a company and is new. She has adapted really well to our company and our policies. She also responds well to customer service.
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2 of 2 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Staffing Services for Technology Manufacturing Company
5.0 — MCVO Talent Outsourcing Services has provided staffing services for a technology manufacturing company. They’ve assisted with the hiring process, finding suitable people to fill in an AR and AP Read moreWas this helpful?
Industry Experience
MCVO Talent Outsourcing Services has demonstrated expertise across multiple sectors, including Manufacturing, Arts & Entertainment, Telecommunications, Real Estate, Consumer Products, IT Services, Automotive, and Education. Clients praise their effective recruitment strategies, cost efficiency, and responsive communication. Overall sentiment is positive, highlighting their reliability, adaptability, and quality of service, making them a strong fit particularly for businesses focused on operational efficiency and talent acquisition.
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Manufacturing Arts, entertainment & music Telecommunications Real estate Consumer Products Business services IT Services Automotive EducationWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
MCVO Talent Outsourcing Services is praised for providing significant value for money, with clients noting substantial cost savings compared to local hiring. One client highlighted the ability to hire qualified candidates for a third of U.S. salaries, while another reported that the quality of work justified the investment, yielding excellent ROI. Overall sentiment indicates satisfaction with affordability and the quality of service, making them a preferred choice for outsourcing.Was this helpful?
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IMC Group (A Member Firm of Andersen Global in UAE, Singapore and India) - Certified Chartered Accountants
$10,000+$25 - $49 / hr50 - 249Dubai, United Arab EmiratesServices provided
50% Accounting25% Compliance Consulting15% HR Outsourcing +1 service10% Business ConsultingSee all 3 projectsIMC 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.
Reviews mention Transparent
Clients have praised IMC Group for their transparent approach, highlighting their commitment to keeping clients informed throughout the project. One client noted their 'professional and transparent approach' and appreciated the 'constant updates' and 'continuous feedback on status.' This transparency fosters trust and ensures clients feel supported, contributing to overall positive sentiment regarding IMC Group's services.-
Subsidiary Setup & Consulting Services for Industrial Firm
5.0 Dec 3, 2020Professional and Transparent approach and always kept us posted on the options available. We also were very happy with their level of continuous feedback on status.
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1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
Industry Experience
IMC Group has received positive feedback across various industries, including Food & Beverages, IT Services, and Printing & Publishing. Clients appreciated their expertise in compliance, payroll processing, and business setup, noting strengths in timely deliverables and effective communication. The overall sentiment is favorable, particularly for companies in need of regulatory compliance and operational support in the Middle East, making IMC Group a strong candidate for businesses in these sectors.
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Other Industry Food & Beverages IT ServicesWas this helpful?
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$1,000+Undisclosed10 - 49Salt Lake City, UT
Services provided
100% AccountingSee all 3 projectsNimbl is an accounting service provider that offers comprehensive financial management solutions, including bookkeeping, tax preparation, financial reporting, and CFO advisory services. Across their reviews, 100% of clients express satisfaction with Nimbl's efficiency and expertise, praising their ability to streamline financial processes and offer insightful financial analysis and tax planning. Clients highlight Nimbl's effective use of technology and their capacity to significantly reduce administrative burdens.
Reviews mention Reasonable pricing
Clients have expressed positive sentiments regarding Nimbl's reasonable pricing, highlighting it as a key factor in their decision to engage with the company. One client noted, 'I didn’t know it was a possibility at their price point, so it was a no-brainer to work with them.' Additionally, another client emphasized that 'their costs are the best parts of their service.' Overall, clients appreciate the value provided relative to the pricing, indicating satisfaction with their investment.-
Bookkeeping & Accounting for Marketing Company
5.0 Aug 19, 2020The way they make everything so simple for me and their cost are the best parts of their service.
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3 of 3 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 3 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Storage Company
5.0 — Nimbl helps a self-storage facility with bookkeeping and taxes. They work with the client throughout each month, ensuring that records are accurate and that any necessary tax payments are made. Read moreWas this helpful?
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 & marketingWas this helpful?
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$1,000+$100 - $149 / hr50 - 249Boston, MA
Services provided
100% AccountingSee all 1 projectsCBIZ is a comprehensive accounting services provider, offering CPA-led bookkeeping, tax preparation, and financial planning. The company is praised for its disciplined and straightforward approach, with 100% positive feedback on their project management and financial advisory capabilities, particularly in financial forecasting and staff compensation planning.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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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HealthcareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed2 - 9Minneapolis, MN
Services provided
75% Accounting25% HR ConsultingSee all 2 projectsiComp Payroll & HR is a specialized firm that offers Accounting Services with a focus on payroll solutions. The reviews highlight their professional and personable service, with 100% of reviewers noting effective communication and problem-solving. Clients appreciate their reasonable pricing and well-organized processes. The company is highly recommended, showcasing a strong commitment to customer satisfaction.
Reviews mention Efficient
Clients have consistently praised iComp Payroll & HR for their efficiency in service delivery. One reviewer highlighted the exceptional support from Marie, noting her quick responses and attentiveness to questions, which facilitated a smooth onboarding process. The client emphasized that Marie's guidance made the software easy to navigate and described her assistance as crucial to their job performance. Overall, the sentiment reflects strong satisfaction with the efficiency of the company's services.-
Payroll Management Services for Senior Housing Company
5.0 Mar 14, 2022Marie is very quick to answer all of my questions and help me with everything I need. She’s very attentive. We communicate via email and Google Meet. If you’re looking for a new company to do your payroll, iComp Payroll & HR is very efficient and competent.
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1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 EducationWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+$100 - $149 / hr2 - 9Greenville, SC
Services provided
90% Accounting10% Business ConsultingSee all 2 projectsLedger 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.
Reviews mention Personable
Clients have noted that Ledger Medial Accounting Services provides a personable experience, with individual attention highlighted as a key strength. One client, a Leadership Development Coach, emphasized the helpfulness of their consultant, Matt, and appreciated the seamless workflow. Overall sentiment reflects satisfaction with the personalized approach and effective communication, contributing positively to the engagement.-
Tax Information for Security & Investigations Company
5.0 Jan 8, 2021The most impressive thing about this company was the individual attention. Matt was able to provide value right out of the gate. While there is always room for improvement, there were no areas within my engagement.
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2 of 2 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting 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 moreWas this helpful?
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 servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+$150 - $199 / hr10 - 49Peterborough, England
Services provided
90% Accounting10% Finance & Accounting Outsourcing (FAO)See all 1 projectsThe 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.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
Industry Experience
The Numbersmith has received positive feedback primarily from the financial services industry, where they demonstrated expertise in cloud accounting and compliance with HMRC regulations. Clients praised their knowledge, efficiency in transitioning to XERO, and supportive training. This suggests a strong fit for businesses in financial services seeking seamless accounting solutions and guidance. Overall sentiment across reviews indicates high satisfaction with their processes and support.
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Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend The Numbersmith for their exceptional value for money, particularly noting their fixed cost structure, which promotes transparency. One client highlighted their efficiency in moving to XERO, stating the process was quicker than anticipated due to the company's expertise. Overall sentiment indicates high satisfaction with the quality of service provided, with no reported areas for improvement, reinforcing the perception of The Numbersmith as a cost-effective solution for cloud accounting needs.Was this helpful?
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$1,000+$200 - $300 / hr2 - 9Irvine, CA
Services provided
90% Accounting10% Business ConsultingSee all 3 projectsBharmal & Associates, Inc. is an accounting firm offering services such as bookkeeping, CPA, tax preparation, and financial advisory. Reviews highlight their responsiveness and expertise, with 100% of clients appreciating their tailored approach and strategic tax advice. Although not the most affordable, clients value the quality and trust established, with notable praise for their personalized client care.
Reviews mention Knowledgeable
Clients consistently describe Bharmal & Associates, Inc. as highly knowledgeable, particularly highlighting the team's expertise in accounting and tax advice. One client noted, 'They truly know their stuff,' and appreciated the strategic guidance provided annually to optimize financial decisions. The firm's communication and willingness to answer questions without charge further underscore their expertise. Overall, the sentiment reflects confidence in their capabilities, making them a reliable choice for accounting services.-
Accounting for Acrobatics Gym
5.0 Sep 14, 2020They truly know their stuff. Two or three times a year, someone sits down with me to plot the most beneficial areas for accounting and taxes for my business each year. I find that very helpful as I’m not a tax expert.
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3 of 3 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 3 ReviewsAccounting PROJECT HIGHLIGHT
Accounting for Acrobatics Gym
5.0 — An acrobatic and parkour studio employs Bharmal & Associates, Inc. for their accounting services. The team does their basic accounting, and then assists with their corporate taxes each Read moreWas this helpful?
Industry Experience
Bharmal & Associates, Inc. has demonstrated expertise primarily in the Healthcare and Construction industries. In Healthcare, clients praised their regulatory compliance knowledge and effective tax strategies, resulting in significant financial benefits. Construction clients valued their responsive communication and thorough bookkeeping services, citing improved financial clarity. Overall, the sentiment across both industries highlights their professionalism, attentiveness, and the impactful guidance they provide, making them a strong fit for clients in these sectors.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of Bharmal & Associates, Inc. generally perceive their services as offering good value for money, despite some concerns regarding pricing. One client noted they spent between $6,000 and $8,000 annually but found the services instrumental in optimizing their tax situation, stating, "I made twice as much money and paid half as much in taxes." Another client mentioned, "They’re not the most affordable, but they do great work," reflecting a sentiment that quality justifies the cost.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49Houston, TX
Services provided
30% Accounting20% Finance & Accounting Outsourcing (FAO)10% Back Office Outsourcing +4 services10% Business Valuation Services10% Digital Asset Management10% Financial Consulting10% Fractional CFO ServicesSee all 4 projectsBrainy Advisors is an accounting services firm providing bookkeeping, financial reporting, and financial advisory services, including tax preparation and compliance. Reviews show unanimous satisfaction with 100% of clients praising their timeliness, professionalism, and expertise. Clients appreciate Brainy Advisors' accurate financial statement preparation and personal approach, with no areas for improvement indicated.
Reviews mention Well-organized projects
Clients commend Brainy Advisors for their well-organized project management, consistently delivering results ahead of deadlines. One client noted, "They completed the project before deadline, a whole week earlier than expected!" Another expressed appreciation for the thoroughness in organizing and cleaning up financial books, stating, "Books are in good order and organized." Overall, the sentiment reflects high satisfaction with their professionalism and efficiency in managing complex tasks.-
Accounting & Financial Advising for E-Commerce Store
5.0 May 6, 2024They completed the project before deadline, a whole week earlier than expected! Pat (the lead accountant) was very responsive and answered all of my questions and concerns. I was very behind and stressed out because I was behind on a half a year of bookkeeping and P&L reports. They were able to finish a week earlier than the deadline.
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3 of 3 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 3 ReviewsAccounting 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 moreWas this helpful?
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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UndisclosedUndisclosed50 - 249Bengaluru, India
Services provided
100% AccountingSee all 2 projectsBCL India is an accounting services firm that specializes in setting up company accounting, statutory compliance, and tax preparation. Reviews indicate a professional and unique team, with 100% positive feedback regarding their ability to deliver satisfactory outcomes. Clients particularly appreciate their thorough approach and professionalism in financial management tasks.
Reviews mention Professional
Clients have consistently noted BCL India's professionalism, describing their team as 'unique and professional.' Feedback indicates a positive engagement experience, with one director highlighting the 'decent' project management style and effective communication. Additionally, the absence of suggested improvements reflects a strong overall satisfaction with their services. Overall, the sentiment regarding professionalism is notably positive.-
Accounting Services for Consulting Company
5.0 Aug 24, 2021They were a unique and professional team.
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1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+Undisclosed50 - 249Wirral, England
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)See all 1 projectsThe Accountancy Partnership is an accounting services firm specializing in bookkeeping, tax filing, and financial statement preparation. They are praised for their exceptional communication and professional expertise, with reviewers consistently highlighting their ability to simplify complex financial matters. Nearly all feedback reflects satisfaction, with one reviewer noting their experience as "painless" and emphasizing the firm's professionalism and dedication.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+$50 - $99 / hr50 - 249Chicago, IL
Services provided
100% AccountingSee all 2 projectsORBA is a professional accounting firm providing a broad range of services including tax preparation, financial advisory, and business auditing. Reviewers consistently highlight ORBA's transparency, attention to detail, and the peace of mind their services provide, with 100% satisfaction noted. Clients appreciate their critical thinking and effective communication, ensuring robust financial management and strategic planning.
Reviews mention Trustworthy
Clients express a strong sentiment of trustworthiness towards ORBA, particularly highlighting Jim Pellino's transparency and reliability. One client noted, 'He seemed very trustworthy' and appreciated the clear advice that provided peace of mind. Another emphasized ORBA's superior communication and attention to detail, stating they are 'much more transparent than other accounting companies.' Overall, ORBA is viewed as a dependable partner that fosters confidence in financial management.-
Accounting Services for Web Design Firm
5.0 Mar 6, 2018Jim’s advice is very clear and has given me peace of mind regarding the accounting for my company. What I find especially valuable is having someone involved that I can trust because that frees me up to run my business successfully. 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.
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2 of 2 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting 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 moreWas this helpful?
Industry Experience
ORBA has demonstrated expertise primarily in the Advertising & Marketing industry, providing valuable accounting and advisory services. Clients appreciate their transparency, attention to detail, and ability to foster trust, which have led to improved business growth and tax planning. The firm's strengths include strategic tax advice and assistance with business structuring, particularly for companies transitioning from basic accounting practices. Overall, ORBA's impact is positively received, making them a strong partner for businesses in the digital design and marketing sectors.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive ORBA as offering good value for money, with specific feedback highlighting their transparency and expertise. One client noted they spent around $5,000 for ongoing services and appreciated the peace of mind provided by ORBA's advice, which contributed to their business growth. Another client mentioned a significant tax payment of $30,000, reflecting the financial impact of their collaboration. Overall, the sentiment indicates satisfaction with ORBA's pricing relative to the quality of service received.Was this helpful?
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$1,000+$50 - $99 / hr10 - 49
Services provided
10% Accounting50% Finance & Accounting Outsourcing (FAO)20% Commercial Financing +2 services10% Back Office Outsourcing10% Business ConsultingSee all 1 projectsZccounting.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.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 estateWas this helpful?
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Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed50 - 249
Services provided
10% Accounting20% Customer Service Outsourcing15% Back Office Outsourcing +6 services15% Web Design10% Content Writing Services10% Search Engine Optimization10% Social Media Marketing5% Employer of Record (EOR) Services5% Pay Per ClickSee all 2 projectsOutsource 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.
1 of 1 reviews is 5 stars$200,000 – $999,999 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent client feedback for Outsource Philippines highlights their effective virtual assistant services, achieving a 42% reduction in admin workload and improving customer response times significantly. Clients praised their proactive communication and adaptability, noting a 97% SLA compliance in live chat engagements. The ability to onboard new team members quickly without compromising quality was particularly commendable. However, some clients mentioned that the hiring process could be slow. Overall sentiment remains positive, emphasizing strong value for cost and reliable execution.Was this helpful?
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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Read All ReviewsWhat 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.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49Beograd, Serbia
Services provided
20% Accounting45% Recruiting25% HR Outsourcing +1 service10% HR ConsultingSee all 11 projectsBPS 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.
Reviews mention Transparent
Clients have expressed a positive sentiment regarding BPS TECH's transparency in communication. One review highlighted that the workflow was characterized by 'transparent and fast' communication, which facilitated effective collaboration. Additionally, the structured and well-organized nature of their interactions was noted as impressive, further reinforcing the company's commitment to transparency. Overall, feedback indicates that BPS TECH maintains a clear and open line of communication with clients.-
Recruitment Services for Software Development Company
5.0 Sep 4, 2022The communication was transparent and fast enough. The communication and collaboration with BPS WORLD doo are strict and well-organized.
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Industry Experience
BPS TECH has demonstrated expertise primarily in the Software and IT Services industries, receiving positive feedback for their efficient recruitment processes and strong cultural fit with clients. They successfully sourced candidates for various roles including engineering and management positions and have been praised for their professionalism and quick turnaround times. Their ability to understand client needs and deliver high-quality candidates makes them a valuable partner in the Software, IT Services, and Manufacturing sectors.
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Software IT Services Business services ManufacturingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
BPS TECH has been consistently praised for its cost-effectiveness and value for money. Clients noted that their pricing fits within budget constraints, with one HR Manager highlighting it as a primary reason for selection. Another client appreciated the quick turnaround and quality results provided at a reasonable cost. Overall, the sentiment reflects satisfaction with the balance of quality and pricing, as many reviews commend the professionalism and responsiveness of the BPS TECH team.Was this helpful?
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$1,000+$100 - $149 / hr2 - 9New York, NY
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingSee all 11 projectsSpear CPA CFP is a dedicated accounting service provider known for its comprehensive offerings, including bookkeeping, tax preparation, financial advisory, and audit services. They consistently receive positive feedback, with clients praising their professionalism, responsiveness, and expertise. Over 90% of reviewers highlight their impactful financial guidance and ability to manage complex tasks efficiently, making them a reliable partner for diverse business needs.
Reviews mention Puts the customer first
Clients express a strong sentiment that Spear CPA CFP prioritizes customer needs. One client highlighted the firm's ability to connect on a personal level, stating, "He made it very easy for me to open up and trust him." Further, during challenging times, such as the pandemic, the firm provided exceptional support, reinforcing their commitment to client well-being. Overall, feedback indicates unwavering trust and satisfaction with their services, with no reported issues over 12 years of collaboration.-
Business Accounting for Hospitality Branding Consultant
5.0 Dec 8, 2020He was able to connect with me as an individual. I’ve never had an accounting provider before. He made it very easy for me to open up and trust him. The pandemic hit my business very hard, and he’s gone above and beyond in terms of support for my business and me as an individual. He’s a great partner.
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10 of 11 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 11 ReviewsAccounting 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 moreWas this helpful?
Industry Experience
Spear CPA CFP has garnered positive feedback across several industries, including Manufacturing, Consumer Products, Legal, Construction, Financial Services, and Advertising & Marketing. Clients praise their responsiveness, expertise in tax planning, and seamless integration into existing business operations. In Manufacturing and Consumer Products, they excelled in managing complex financial structures and securing loans during crises. The overall sentiment highlights their professionalism and adaptability, making them a strong fit for businesses seeking reliable accounting and financial guidance.
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Financial services Manufacturing Consumer Products Legal Construction Business services Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express high satisfaction with Spear CPA CFP's cost-effectiveness and value for money. One client noted a significant return on their investment, stating, "whatever I’ve paid them has been worth the money." Another emphasized their ability to save clients money through strategic advice, leading to repeat business. Overall, feedback indicates that Spear CPA CFP delivers exceptional service relative to their pricing, with numerous clients recommending them for their responsiveness and professionalism.Was this helpful?
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$1,000+< $25 / hr250 - 999
Services provided
20% Accounting20% Back Office Outsourcing20% Finance & Accounting Outsourcing (FAO) +3 services20% Financial Advising & Planning10% Business Consulting10% Financial ConsultingSee all 4 projectsAbacus First Solutions is a comprehensive accounting services company specializing in bookkeeping, payroll, tax preparation, and financial analysis. Across their reviews, 100% of clients highlight their efficiency, timely communication, and cost-effective solutions. Clients commend their ability to streamline processes and consistently deliver accurate financial reporting, reflecting their expertise in financial advisory and accounting services.
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, 2022They’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 costRead 4 ReviewsAccounting 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 moreWas this helpful?
Average Project Cost Breakdown
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Clients consistently highlight Abacus First Solutions' cost-effectiveness and high value for money. One client noted that transitioning to their services resulted in significant savings, ranging from $1,000 to $50,000 per recommendation. Another remarked on receiving better service at a lower cost compared to their previous provider. Overall, feedback emphasizes their timely and accurate reporting, strong communication, and the ability to streamline processes, reinforcing their reputation as a valuable partner in accounting services.Was this helpful?
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UndisclosedUndisclosed10 - 49Hooglede, Belgium
Services provided
15% Accounting25% Cloud Consulting & SI15% BI & Big Data Consulting & SI +4 services15% Custom Software Development10% AR/VR Development10% Low/No Code Development10% Web DesignSee all 1 projectsBrightAnalytics 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.
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 & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$10,000+Undisclosed10 - 49Salt Lake City, UT
Services provided
70% Accounting30% Business ConsultingSee all 4 projectsLEAF Specialty Tax Consultants is a specialized accounting firm focusing on tax credit advisory, R&D tax consulting, and tax preparation. The company is highly praised for its exceptional client service and depth of knowledge, with 100% of reviewers highlighting their impressive deliverables and commitment to meeting timelines. They consistently maximize tax credits and savings, showcasing a strong return on investment for their clients.
3 of 3 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 3 ReviewsAccounting 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 moreWas this helpful?
Industry Experience
LEAF Specialty Tax Consultants has demonstrated expertise across multiple industries, including medical, financial services, and advertising & marketing. Clients have praised their ability to maximize tax credits and provide thorough documentation, particularly in R&D tax consulting. Overall sentiment is positive, highlighting their strong project management, responsiveness, and depth of knowledge. Companies in biotech, tax advisory, and SEM sectors may find LEAF particularly beneficial for navigating tax credits and compliance.
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Medical Financial services Advertising & marketingWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
50% Accounting30% Business Consulting20% Finance & Accounting Outsourcing (FAO)See all 4 projectsKGRN 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.
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 ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+$100 - $149 / hr2 - 9Paphos, Cyprus
Services provided
50% Business Consulting50% Financial Advising & PlanningSee all 6 projectsFinance 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.
Reviews mention Autonomous
The sentiment regarding Finance PM's autonomy is overwhelmingly positive. Clients have highlighted their ability to independently assess financial functions and implement effective tools without constant oversight. One client noted the team's provision of comprehensive reports and actionable insights, which facilitated strategic planning. Additionally, the seamless communication and transparency throughout the project reinforced the client's trust in Finance PM's capabilities. Overall, clients appreciate their autonomy and reliability, expressing confidence in ongoing support post-project.-
Accounting Services for Communications Bureau
5.0 Mar 18, 2021What was especially useful for us — the Finance PM team provided the reporting and detailed practical recommendations and insights, which are very helpful and easy to implement. I can also note that after the project was completed, guys helped us with the automation we’ve been implementing upon their initiative. We appreciate it a lot. It’s good to know that we can get in touch any time we need something and receive assistance.
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3 of 3 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 3 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Communications Bureau
5.0 — Finance PM provided financial consulting services to help a communications bureau understand their financial situation, implement financial tools, and set up financial goals and KPIs. Read moreWas this helpful?
Industry Experience
Finance PM has garnered positive feedback across various industries, including Financial Services, Government, IT Services, and Arts & Entertainment. Clients praised their professionalism, efficiency, and expertise in financial due diligence, strategic financial planning, and audit processes. In the Financial Services sector, they excelled in hiring and due diligence, while in Government, they established robust financial tools. Their adaptability in IT Services facilitated smooth relocations, and in Arts, they effectively prepared clients for investor negotiations. Overall, they are highly regarded for their impactful contributions and client support in diverse sectors.
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Financial services Government IT Services Arts, entertainment & musicWas this helpful?
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$10,000+$200 - $300 / hr2 - 9Miami, FL
Services provided
76% Accounting24% Finance & Accounting Outsourcing (FAO)See all 1 projectsAccountants in Miami is an accounting firm providing comprehensive services such as audit services and tax guidance. With 100% positive feedback, clients praise their responsiveness, communication, and reliability, emphasizing their commitment to maintaining strong client relationships and delivering effective financial solutions.
1 of 1 Accounting reviews are 5 stars$200,000 – $999,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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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HealthcareWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
100% AccountingSee all 2 projectsSRJ Chartered Professional Accountants is a tax consulting firm that provides general corporate tax advice and consulting services. The reviews highlight their timely, tailored, and expert service, with 100% positive feedback regarding their professionalism and value for cost. Clients appreciate their alignment with company values and commend their accurate tax planning advice.
1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews for SRJ Chartered Professional Accountants reflect a strong positive sentiment, highlighting their timely and tailored service, as well as their expertise in tax consulting. Clients appreciated the accurate and helpful tax planning advice, noting the company's alignment with their values and budget. One client specifically praised the 'top tier service' provided, indicating a high level of satisfaction with no identified areas for improvement.Was this helpful?
Industry Experience
SRJ Chartered Professional Accountants has demonstrated expertise in the real estate sector, specifically in tax consulting and corporate tax advice. Clients praised their timely service, professionalism, and tailored approach to tax planning, highlighting their strong alignment with client values and competitive pricing. The overall sentiment is highly positive, indicating that they are a strong fit for real estate projects seeking reliable tax consulting services.
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Clients consistently express satisfaction with SRJ Chartered Professional Accountants' pricing, noting it as a good fit for their budget while delivering high value. One client highlighted the company's 'great culture fit' and 'good value for cost,' emphasizing their effective tax consulting services. Overall, feedback indicates that clients appreciate the timely and professional service provided, reinforcing the perception of favorable cost-to-value balance.Was this helpful?
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Undisclosed$200 - $300 / hr2 - 9Staten Island, NY
Services provided
75% Accounting20% Business Consulting5% Financial ConsultingSee all 3 projectsGoldenthal & Suss Consulting PC is a CPA firm specializing in Accounting Services, Tax Preparation, and Financial Statement Preparation, consistently receiving positive feedback for their professionalism and responsiveness. With 100% of reviewers highlighting their timely and high-quality deliverables, the company is praised for their excellent communication and attentive client service. Clients value their strategic financial guidance and alignment with company values.
3 of 3 Accounting reviews are 5 stars3 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 3 ReviewsAccounting PROJECT HIGHLIGHT
Accounting & Business Consulting for Animal Rescue Nonprofit
5.0 — Goldenthal & Suss Consulting PC provided accounting, bookkeeping, and advisory services for an animal rescue nonprofit. The team prepared annual returns and audited financial statements and Read moreWas this helpful?
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Read All ReviewsWhat Clients Have Said
Clients consistently highlight Goldenthal & Suss Consulting PC's exceptional value for money, noting their ability to deliver high-quality services in a timely and cost-effective manner. One client appreciated the 'great value for cost,' while another emphasized their 'pricing fit our budget.' Overall, the sentiment reflects satisfaction with the firm's pricing structure and the quality of work provided, reinforcing their reputation as a reliable and efficient partner.Was this helpful?
More responsive than most other service providers
Get in TouchGoldenthal & Suss Consulting PC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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$1,000+$50 - $99 / hr2 - 9Atlanta, GA
Services provided
100% AccountingSee all 11 projectsLYFE Accounting is a firm specializing in bookkeeping, tax preparation, financial reporting, and financial advisory services. Clients consistently praise the personalized and knowledgeable approach, with a notable 100% of reviewers highlighting the company's professionalism and effectiveness in communication. Many commend the firm's ability to tailor solutions specific to client needs, demonstrating expertise in CPA and financial management.
8 of 8 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 8 ReviewsAccounting 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 moreWas this helpful?
Industry Experience
LYFE Accounting has demonstrated expertise across multiple industries, including real estate, hospitality & leisure, arts, entertainment & music, sports, and nonprofit sectors. Clients have praised their thoroughness, communication, and personalized service, highlighting strengths in bookkeeping, tax preparation, and financial consulting. The overall sentiment reflects high satisfaction, with notable impacts on efficiency and cost savings. This provider is particularly well-suited for clients seeking reliable accounting services in these industries.
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Real estate Hospitality & leisure Arts, entertainment & music Sports Business services NonprofitWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally express satisfaction with LYFE Accounting's cost and value for money. One client noted that their upfront costs were higher than typical tax preparers, yet they found the savings from deductions justified the expense. Another client appreciated the flat monthly rate, stating it was a great value for the comprehensive services received. Overall, clients felt they received high-quality service and expertise, making the investment worthwhile.Was this helpful?
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$1,000+$300+ / hr2 - 9
Services provided
80% Accounting20% HR ConsultingSee all 3 projectsEvergreen Finance is a comprehensive financial services company specializing in CFO services, bookkeeping, tax preparation, and financial advisory. They are praised for their extensive expertise and proactive approach, with 100% of reviewers highlighting their impressive capabilities and responsiveness. Many clients appreciate Jenny's leadership and strategic introductions in the financial community, noting their valuable impact on business growth and networking.
Reviews mention Understands their clients' needs
Evergreen Finance demonstrates a strong understanding of client needs, as evidenced by their proactive approach and seamless integration into the client's team. The COO praised Jenny, their CFO, for her responsiveness and ability to drive projects forward, stating she acts as if she were an employee. Clients appreciate their availability and high-quality work, reinforcing the sentiment that Evergreen Finance is well-equipped to address diverse financial challenges effectively.-
Financial Outsourcing for Semiconductor Manufacturer
5.0 Jan 29, 2021Jenny’s been great in acting as part of the team rather than waiting for assignments to come to her. She’s willing to drive projects forward proactively as if she were one of our employees. Their responsiveness and availability in talking through our challenges really distinguish them. Jenny brings a lot of experience and a strong financial perspective to the table.
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3 of 3 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 3 ReviewsAccounting 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 moreWas this helpful?
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 SoftwareWas this helpful?
Average Project Cost Breakdown
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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.Was this helpful?
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
20% Accounting70% Business Consulting10% HR ConsultingSee all 1 projectsCross Link International is a business consultancy firm specializing in assisting clients with obtaining trade licenses and visas in the UAE. The company receives overwhelmingly positive feedback for their flexibility, adaptability, and comprehensive support throughout the licensing process. Around 90% of reviewers commend their service quality and connections with government entities, though there is a suggestion for improved digital tracking services.
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 & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+$50 - $99 / hr2 - 9Denver, CO
Services provided
100% AccountingSee all 4 projectsSound 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.
More responsive than most other service providers
Get in TouchSound Advice Bookkeeping is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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UndisclosedUndisclosed10 - 49Lipa City, Philippines
Services provided
40% Accounting50% Finance & Accounting Outsourcing (FAO)10% Fractional CFO ServicesSee all 1 projectsRemotely Philippines is a staffing solutions provider specializing in audit and financial statement review services. All reviews indicate positive feedback, highlighting effective communication and timely delivery, with clients noting a learning curve that was anticipated. Approximately 100% of reviewers are impressed by their readiness to assist and the overall impact on clients' profitability.
Industry Experience
Remotely Philippines demonstrates expertise primarily in the financial services industry, particularly in audit support, with positive feedback highlighting their effective team collaboration and communication. Their contributions have resulted in increased profitability for clients, showcasing their impact. Additionally, they have experience across medical, manufacturing, gaming, and waste management sectors. Overall sentiment reflects strong performance in the financial services domain, suggesting they are a suitable partner for projects requiring auditing and accounting assistance.
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Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have generally expressed satisfaction with Remotely Philippines' cost-effectiveness, noting that their pricing aligns well with the expenses of hiring domestic staff in the U.S., ultimately leading to increased profits. One client highlighted that the total time spent on projects was comparable to that of local hires, indicating good value for money. Overall, the sentiment reflects a positive assessment of the company's value relative to its pricing, despite a noted initial learning curve.Was this helpful?
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Undisclosed$50 - $99 / hr2 - 9Grapevine, TX
Services provided
87% Accounting10% Finance & Accounting Outsourcing (FAO)3% Business ConsultingSee all 2 projectsProfit Matters Bookkeeping is an accounting services firm specializing in bookkeeping, financial analysis, and CFO services. Reviews highlight their innovative use of technology and exceptional responsiveness, with 100% of reviewers appreciating their technological integration and communication efficiency. Clients report significant cost savings and enhanced business decision-making, demonstrating their effectiveness in financial reporting and analysis.
Reviews mention High-quality work
Clients consistently praise Profit Matters Bookkeeping for their high-quality work, noting their effective use of technology and responsiveness. One client highlighted that Profit First not only closed their books quickly but also provided real-time data and detailed financial analysis, which improved decision-making. The owner’s personal involvement and the team's adaptability to feedback further enhance client satisfaction, leading to a strong sentiment of trust and reliability in their services.-
Bookkeeping & CFO Services for Software Development Company
5.0 Nov 15, 2018Beyond being our bookkeeper, they’ve helped us make better business decisions by giving reports with granular details about where our funds are going and ought to be going. Our cost-savings have more than paid for Profit First. I reviewed everything they did for the first month and alerted them to some things they still needed to account for. Next month, however, all those things were done accurately.
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2 of 2 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping & CFO Services for Software Development Company
5.0 — Profit First handles bookkeeping and provides financial consulting. They’ve identified areas of overspending, reviewed work done by a previous bookkeeper, and introduced AI and machine learning Read moreWas this helpful?
Industry Experience
Profit Matters Bookkeeping has demonstrated expertise primarily in the IT Services and Construction industries. Feedback highlights their innovative use of technology, responsiveness, and ability to streamline bookkeeping processes, resulting in improved financial decision-making for clients. In IT Services, they effectively utilize automation and AI tools to enhance efficiency, while in Construction, they focus on data analysis to drive cost savings. Overall, clients express high satisfaction, indicating a strong fit for businesses looking for tech-savvy bookkeeping solutions.
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IT Services ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of Profit Matters Bookkeeping express strong satisfaction with the company's value for money, noting that their costs are competitive and often lower than previous bookkeeping arrangements. For instance, one client transitioned from spending $500 to $2,400 per month for enhanced services while still saving overall. Another client started at $400 per month and has appreciated the innovative, technology-driven approach and personalized service. Overall, the sentiment reflects a positive assessment of cost-effectiveness and added value.Was this helpful?
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UndisclosedUndisclosed10 - 49Taguig, Philippines
Services provided
80% Accounting10% Web Design10% Web DevelopmentSee all 3 projectsLZVCPA Inc is a consulting firm specializing in comprehensive business assessments, financial reporting, and technology integration. The feedback from their clients is overwhelmingly positive, with 100% of reviewers highlighting their effective IT solutions and impressive remote support capabilities. The company's seamless workflow and strategic insights, particularly in SWOT assessments, were also repeatedly praised.
Industry Experience
LZVCPA Inc has demonstrated notable expertise within the healthcare sector, particularly in conducting comprehensive internal audits and organizational restructures. Clients commend their strong IT support, effective workflow implementation, and proficiency in financial reporting and eCommerce solutions. The overall sentiment is positive, highlighting their strengths in enhancing operational efficiency and strategic planning. This makes them a suitable partner for businesses seeking robust support in healthcare and related fields.
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HealthcareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive LZVCPA Inc as offering good value for money, with one reviewer noting they signed a 12-month engagement due to the quality of their internal audit and organizational restructuring services. The company's pricing appears justified by their comprehensive solutions, including IT support and customized software integration. Overall, clients express satisfaction with the cost-effectiveness of the services provided, highlighting the impressive outcomes achieved without identifying any areas for improvement.Was this helpful?
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$1,000+< $25 / hr1,000 - 9,999Wexford, PA
Services provided
20% Accounting20% Back Office Outsourcing20% Finance & Accounting Outsourcing (FAO) +4 services10% Customer Service Outsourcing10% Employer of Record (EOR) Services10% Other Digital Marketing10% Recruitment Process OutsourcingSee all 9 projectsIntegra Global Solutions is a comprehensive accounting services provider, specializing in bookkeeping, financial reporting, and tax preparation. Reviewers consistently highlight their reliability, efficiency, and ability to improve accuracy and workflow; over 80% appreciate their value for cost and seamless project management. Additionally, 60% note their white-label solutions and automation as key differentiators.
7 of 7 reviews are 5 stars6 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 7 Recent ReviewsReviewed 7 times in the past 6 months
Recent reviews of Integra Global Solutions highlight a strong overall sentiment, emphasizing their reliability, cost-effectiveness, and responsive project management. Clients noted significant improvements in efficiency, such as a 50% reduction in month-end close time and a 40% decrease in internal workload. Many appreciated the seamless integration and white-label services, which allowed them to maintain control over client relationships. Areas for improvement include offering more strategic guidance and proactive scheduling.Was this helpful?
6 of 6 Accounting reviews are 5 stars6 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 6 ReviewsAccounting PROJECT HIGHLIGHT
Accounting for E-Commerce Company
5.0 — Integra Global Solutions provides accounting services for an e-commerce company. The team handles e-commerce accounting tasks, sales reconciliations, tax compliance, and financial reporting. Read moreWas this helpful?
Industry Experience
Integra Global Solutions has garnered positive feedback across various sectors, particularly in Healthcare and Business Services. Clients commend their efficiency in medical billing and accounting, resulting in improved operational accuracy and reduced workload. In the eCommerce sector, they provide cost-effective solutions that enhance financial reporting and client service capabilities. Overall, the sentiment is strongly favorable, highlighting Integra's expertise, reliability, and proactive communication, making them an ideal partner for companies seeking efficient outsourcing solutions in healthcare, business services, and eCommerce.
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Business services Medical Healthcare eCommerceWas this helpful?
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
100% AccountingSee all 2 projectsSFBay Financial is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With consistently positive feedback, 100% of reviewers commend their efficient service and strong problem-solving approach. Clients highlight the firm's proactive communication and excellent support, noting the quality of their expert staff, particularly in navigating complex financial situations.
Reviews mention Efficient
Clients have consistently praised SFBay Financial for their efficiency in handling ongoing accounting services. One client highlighted the ease of setup and the swift resolution of issues, stating, 'Everything is very easy' and commending their quick follow-up with solutions. Another review noted the outstanding performance of their primary contact, Sarah, describing her as 'easy to work with' and 'efficient.' Overall, the sentiment surrounding their efficiency is highly positive, reflecting a strong capability to meet client needs promptly.-
Accounting Services for Non-Profit Organization
5.0 Aug 3, 2021I have been very impressed by the Staff. Sarah was assigned to our company a few years ago and has been outstanding. Easy to work with, solution approach, and efficient. They have done everything I need at a price that work for my small business.
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2 of 2 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Non-Profit Organization
5.0 — A non-profit organization hired SFBay Financial to provide accounting services. The team is tasked with rectifying the lapses of the client's previous accounting firm. Read moreWas this helpful?
Industry Experience
SFBay Financial has received positive feedback across various industries, notably Nonprofit and Business Services. Clients in the Nonprofit sector praised the firm for efficient accounting support and navigating complex financial processes like PPP loans. In Business Services, the firm is recognized for its timely communication and expertise in specialized tax situations. Overall sentiment indicates strong client satisfaction, highlighting SFBay Financial's strengths in bookkeeping, tax preparation, and responsive service, making them a suitable partner for organizations in these sectors.
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Nonprofit Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of SFBay Financial consistently highlight the company's excellent value for money, particularly noting their flexible hourly billing structure that accommodates various budgets. One client emphasized that SFBay provided services at a price that worked for their small business, while another mentioned their ongoing satisfaction and absence of tax problems as indicators of effective service. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of service provided.Was this helpful?
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
10% Accounting60% Business Consulting10% Commercial Financing +2 services10% Financial Consulting10% Funding & InvestmentSee all 3 projectsConfidant Global is an Accounting Services company specializing in financial advisory, including Financial Reporting and business registration. Their reviews indicate a strong satisfaction rate, with 100% positive feedback highlighting their project management and customized solutions. Clients appreciate their flexibility and commitment to client needs, showcasing their dedication to providing tailored accounting services.
Reviews mention Exceptional performance
Confidant Global has received exceptional feedback for their outstanding project management and client-focused services. A long-term client praised their ability to navigate complex registration processes, stating, "They did exactly what they needed to do and really lifted a burden from us." The client emphasized their flexibility and dedication to providing tailored solutions, noting, "They have our backs and accommodate our needs." Overall, the sentiment reflects complete satisfaction and trust in their capabilities.-
Financial Services for a Restaurant and Night Club Chain
5.0 Aug 5, 2019Our overall satisfaction is a reflection of their excellent project management. Their work has allowed us to get up and running without any kind of compliance issues to date. They did exactly what they needed to do and really lifted a burden from us.
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1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Financial Services for a Restaurant and Night Club Chain
5.0 — Confidant Global helped a restaurant and nightclub chain expand its business into new jurisdictions, handling paperwork and leasing agreements. They updated the client with advice often. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express high satisfaction with Confidant Global's services, highlighting their professionalism and value for money. One review noted that the service exceeded expectations, while another emphasized the company's responsiveness and clarity of advice. Clients appreciate the timely completion of projects and the customized solutions provided. Overall, the sentiment reflects that Confidant Global delivers strong value, with clients feeling they receive more than they pay for, and no significant areas for improvement were identified.Was this helpful?
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$1,000+< $25 / hr2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingSee all 1 projectsWestside Financial offers comprehensive Accounting Services, including bookkeeping, tax preparation, financial reporting, and acting as a remote CFO. Review feedback is overwhelmingly positive, with 100% of comments highlighting their expertise in handling complex tax and legal issues internationally. Clients appreciate their commitment to ongoing education and commend their ability to significantly reduce operational costs.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Business Accounting for Digital Agency
5.0 — Westside Tax and Accounting Services provides financial reporting for a digital agency, allocating a constant CPA resource to manage and meet all legal and tax-related requirements. Read moreWas this helpful?
Industry Experience
Westside Financial has demonstrated expertise primarily in the IT Services industry, providing comprehensive accounting solutions as a remote CFO. Clients appreciate their ability to manage complex, multi-state tax challenges and custom reporting needs, resulting in significant operational efficiencies. The firm is noted for its commitment to ongoing education and adaptation to client needs. Overall sentiment is positive, with clients recommending Westside for companies requiring tailored financial management, particularly in tech and remote-working environments.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Westside Financial as offering good value for money, with one CEO noting a monthly investment of $500–$1,000 for comprehensive accounting services. The client emphasized that Westside's expertise has significantly reduced operational costs and improved efficiency, particularly in managing complex tax issues across multiple states and countries. While there are minor concerns about response times, the overall sentiment reflects strong satisfaction with the firm's cost-effectiveness and the quality of service provided.Was this helpful?
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$5,000+Undisclosed2 - 9Lviv, Ukraine
Services provided
25% Accounting25% Business Consulting25% HR Consulting +6 services5% Corporate Law4% Immigration Law4% Intellectual Property Law4% Internet & Technology Law4% Labor & Employment Law4% Tax LawSee all 1 projectsUnameIT is a consultancy firm specializing in HR process setup and recruitment assistance. The company has received overwhelmingly positive feedback, with clients praising their tailored approach and adaptability to specific organizational needs. Approximately 75% of interactions involve personal contact, emphasizing their strong communication and project management skills. Clients note their flexibility and commitment to preserving company culture.
Industry Experience
UnameIT has demonstrated expertise in the software industry, particularly in HR process optimization and recruitment strategies. Feedback highlights their ability to tailor solutions to client needs, fostering effective communication and adaptability. Clients appreciate UnameIT's project management skills and their commitment to maintaining company culture during transformations. Overall sentiment suggests a positive impact in software development, marking them as a strong candidate for similar engagements in this sector.
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SoftwareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive UnameIT as providing good value for money, with services priced reasonably for the quality delivered. One client noted an investment of $4,000–$5,000 for comprehensive HR process setup, highlighting the adaptability of UnameIT's approach to their specific needs. The flexibility in project management and willingness to invest additional time for effective outcomes were also praised, indicating a strong alignment of cost with the value received.Was this helpful?
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
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38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
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37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
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37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
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37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
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36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
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36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
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36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
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35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
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34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
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34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
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34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
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34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
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32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
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32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
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32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
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30% Accounting70% Other -
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32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
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Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
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Ability to deliver
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50% Accounting50% Other -
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80% Accounting20% Other -
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Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.
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