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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
Reviews mention Team players
Clients consistently highlight CSTMR Digital Marketing's collaborative nature and commitment to partnership, emphasizing their role as true extensions of the clients' teams. One client noted, "They’ve been true partners every step of the way," while another remarked on their eagerness to engage with challenges proactively, stating, "They were very eager and interested in collaborating with me in solving problems." Overall, feedback reflects a positive sentiment regarding their team-oriented approach and accessibility.-
SEO, Digital Strategy & Content Mktg for Loan Origination Co
4.5 Jun 10, 2024Our project manager has been phenomenal in ensuring their team and I are on point with deliverables. Rory H’s attention to detail and presence during each and every weekly call are some of the reasons we went with CSTMR. They haven’t just assigned us to an account manager; instead, we get to sit with one of the company’s founders every week and glean his wisdom and insights.
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Website & CRM for Public Risk Pool
5.0 Apr 24, 2019They’re accessible, easy to work with, and committed to our organization. Rory (CEO, CSTMR Digital Marketing) and Jack (Co-Founder, CSTMR Digital Marketing) have been true partners every step of the way. They and their remote team invested time to understand our needs and the tools we wanted. They’re an extension of our team.
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1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In the past six months, CSTMR has received overwhelmingly positive feedback for their strategic partnership with clients, particularly in brand optimization and digital marketing. Clients commend their timely delivery and seamless project management, highlighting CSTMR's thoughtful approach and cultural alignment. One client noted their exceptional skills in fintech marketing and emphasized their dedication to client success, stating, 'They will go above and beyond to deliver for us every single time.' No areas for improvement were identified.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently praised CSTMR for delivering exceptional value for their investment. One client noted they spent approximately $210,000, resulting in doubled website traffic and significantly increased demo requests, reflecting a strong return on investment. Another client indicated satisfaction with their $10,000 monthly fee, highlighting CSTMR's innovative strategies that distinguished them from competitors. Overall, feedback indicates that CSTMR provides competitive pricing while delivering high-quality, impactful marketing services.Was this helpful?
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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$1,000+$100 - $149 / hr10 - 49Columbus, OH
Services provided
75% Accounting15% Business Consulting10% Financial ConsultingSee all 1 projectsGreyson Tax & Consulting is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. The reviews indicate a highly positive experience, with 100% of feedback highlighting their expertise and efficient communication. They have notably saved clients significant sums, as evidenced by a client saving $30,000 in taxes, underscoring their value and reliability.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Prep & Bookeeping for Real Estate Office
5.0 — Greyson Tax Consulting provided personal and business tax filing, company registration restructuring, and QuickBooks bookkeeping services to the owner of a franchised real estate company. Read moreWas this helpful?
Industry Experience
Greyson Tax & Consulting has demonstrated expertise primarily in the real estate sector, providing significant support in tax structuring and bookkeeping. Clients have praised their timely communication and knowledge, noting substantial tax savings, such as $30,000 in one instance. Overall sentiment from the real estate industry indicates a high level of satisfaction, making Greyson Tax & Consulting a strong candidate for businesses seeking reliable tax and consulting services in this field.
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Average Project Cost Breakdown
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Clients have expressed strong satisfaction with Greyson Tax & Consulting's value for money, noting significant cost savings. One client reported saving approximately $30,000 in taxes due to their expertise, indicating that the services provided more than justify the costs. The timely communication and comprehensive support further enhance their perceived value, leading clients to recommend trusting the firm's guidance for optimal financial outcomes.Was this helpful?
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Undisclosed$25 - $49 / hr10 - 49Toronto, Canada
Services provided
100% AccountingSee all 1 projectsVirtuous Bookkeeping is a company specializing in comprehensive bookkeeping and accounting services, including financial statement preparation and tax filing. Their clients appreciate the responsiveness and competitive pricing, with a strong emphasis on effective team-based workflow. While 100% of the feedback highlights their successful virtual bookkeeping model, some mention minor technical inconveniences with Hubdoc.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Bookkeeping Services for Business Dev Company
5.0 — To make the client government-compliant, Virtuous Bookkeeping handles the finances of a business development firm. The group keeps track of all their accounts including bank and credit card Read moreWas this helpful?
Industry Experience
Virtuous Bookkeeping has demonstrated expertise primarily in the Advertising & Marketing industry. Clients have praised their organizational skills, compliance assurance, and comprehensive bookkeeping services, including tax filings. The firm excels in responsiveness and effective communication, providing a team-based approach that enhances efficiency. Overall sentiment indicates strong satisfaction with their services, making them a solid choice for businesses in this sector seeking reliable bookkeeping solutions.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have noted that Virtuous Bookkeeping offers competitive pricing and excellent value for money, particularly highlighting their responsive service and comprehensive bookkeeping solutions. One client emphasized the affordability of their monthly fees and the efficiency of their onboarding process, which was completed in just two weeks. Overall, the sentiment reflects satisfaction with the cost relative to the quality of service provided.Was this helpful?
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UndisclosedUndisclosed50 - 249Fort Lauderdale, FL
Services provided
20% Accounting20% Commercial Financing20% Financial Advising & Planning +2 services20% Financial Consulting20% Fractional CFO ServicesSee all 2 projectsAcclarity is an accounting services firm that specializes in KPI dashboard creation, interim accounting support, and financial consulting. With 100% positive feedback, clients commend their technological proficiency and responsiveness. Approximately 50% of reviewers highlight their adeptness in data analytics and financial reporting, which aids in informed business decision-making.
2 of 2 reviews are 5 stars2 new reviews for Accounting servicesUnknown avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews of Acclarity reflect a strong positive sentiment, with clients praising their effective KPI reporting and interim accounting support. A CFO highlighted the impact of accurate data on business decisions, improving patient volume and resource alignment. The Managing Director of Pine Tree Equity commended Acclarity's responsiveness and competence in data analytics, noting timely project delivery despite scope changes. Overall, clients appreciate the value and technological proficiency Acclarity brings to their projects.Was this helpful?
2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsUnknown avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Financial Consulting for Dermatology Clinic
5.0 — Acclarity provides financial consulting services for a dermatology clinic. The team assists the client with setting up routine KPI reporting, interim accounting support, and ad hoc financial Read moreWas this helpful?
Industry Experience
Acclarity has demonstrated expertise in the Financial Services and Healthcare industries, providing valuable services such as KPI dashboard creation, interim accounting support, and financial consulting. Clients praised their responsiveness, competence in data analytics, and ability to deliver meaningful insights that enhance decision-making. Overall, feedback indicates strong performance and impact, particularly in supporting operational improvements and strategic resource alignment, making them a suitable partner for companies in these sectors.
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HealthcareWas this helpful?
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Clients consistently highlight Acclarity's strong value for money, noting that their services provide effective solutions at a competitive cost. For instance, one client emphasized selecting Acclarity due to 'good value for cost,' while another mentioned their ability to deliver timely and meaningful data that enhances decision-making. Overall, the sentiment reflects satisfaction with Acclarity's pricing relative to the quality of service provided, reinforcing their reputation as a reliable partner for financial consulting.Was this helpful?
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$1,000+$25 - $49 / hr2 - 9Naucalpan de Juárez, Mexico
Services provided
30% Accounting20% Business Consulting20% Other IT Consulting and SI +3 services10% Back Office Outsourcing10% Finance & Accounting Outsourcing (FAO)10% Financial ConsultingSee all 3 projectsTecFin & Partners (Tecnologia en Finanzas y Administración) is a financial consulting firm specializing in business valuations and compliance advisory services. Their expertise is highly praised, with 100% positive feedback highlighting their professionalism, timely delivery, and effective communication. Reviewers consistently commend their ability to meet deadlines and provide accurate and reliable reports.
Reviews mention High-quality work
Clients consistently praise TecFin & Partners for their high-quality work, particularly in compliance and advisory services. One client noted, 'What they promise is what we receive,' highlighting the company's professionalism and effective communication. The successful outcomes, including excellent external audit results and improved compliance workflows, further reflect their expertise. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction and confidence in TecFin & Partners' ability to meet their needs.-
Regulation Compliance for Financial Services Company
5.0 Oct 9, 2020We have been involved in this project since the last year (2019), we had an external audit regarding money laundering and financing of terrorism and the result was excellent. We consider that the actual year will have the same accurate result. TecFin & Partners communicate the official rules and changes very well among our personnel. Every year TecFin & Partners perform a course (training) to our personnel and everybody is happy to attend.
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Industry Experience
TecFin & Partners demonstrates strong expertise in the healthcare and financial services industries, receiving positive feedback for their professional project management and effective communication. In healthcare, clients praised their accurate company valuations, which facilitated successful negotiations for acquisitions. In financial services, they excelled in compliance advisory, leading to improved regulatory outcomes. Overall, clients commend their reliability and thoroughness, making TecFin & Partners a solid choice for companies in these sectors seeking valuation and compliance services.
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Healthcare Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight TecFin & Partners' exceptional value for money, noting their cost-effective services. One CEO mentioned spending less than $5,000 for a comprehensive business audit, which met expectations and delivered timely results. Another client emphasized the effective guidance provided for compliance obligations, stating that the service was both accurate and professional. Overall, feedback reflects a strong sentiment of satisfaction regarding the company's pricing relative to the quality of work delivered.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49Annapolis, MD
Services provided
85% Accounting15% Business ConsultingSee all 1 projectsLombardo Ayers & Company, LLC is a professional accounting services firm specializing in Tax Preparation, Bookkeeping, and Financial Reporting. Clients value their expertise in financial analysis and proactive tax strategy, appreciating their reliability and effective communication. Reviews highlight the firm’s ability to enhance financial decision-making and their accessibility, with 100% of reviewers noting their trustworthiness and strategic input.
1 of 1 Accounting reviews are 5 starsUnknown avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Validation and Tax Preparation for Digital Agency
5.0 — Lombardo reviews and approves an internal accounting department’s work on a monthly basis. They provide financial advice, quarterly and year-end taxes, and help identify opportunities for Read moreWas this helpful?
Industry Experience
Lombardo Ayers & Company, LLC has demonstrated expertise primarily in the IT Services sector, where they provide comprehensive accounting and tax solutions. Clients have highlighted their reliability, proactive communication, and strategic insights, particularly in tax planning and compliance. The overall sentiment suggests strong satisfaction with their ability to enhance financial decision-making. Organizations in IT Services seeking trustworthy financial oversight and strategic tax guidance would find Lombardo Ayers & Company to be a suitable partner.
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Clients of Lombardo Ayers & Company, LLC express strong satisfaction with the firm's cost-effectiveness and pricing structure. One client noted that they appreciate the flat-rate year-end tax preparation and hourly billing, which provide transparency. The overall sentiment indicates that clients find value in the expertise and reliability offered, with one remarking on the firm's proactive communication and strategic financial advice, enhancing their financial decision-making without specific areas for improvement.Was this helpful?
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$1,000+< $25 / hr10 - 49Hoskote, India
Services provided
30% Accounting65% Finance & Accounting Outsourcing (FAO)5% Back Office OutsourcingSee all 3 projectsLine Accountancy provides comprehensive services including bookkeeping, financial reporting, and tax preparation. Reviewers consistently highlight the company's ability to organize and maintain accurate accounting records, their proactive and responsive communication, and their commitment to delivering timely and precise results. Clients appreciate the value for cost and the expertise provided by their team.
1 of 1 reviews is 5 starsLess than $10,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews of Line Accountancy reflect a positive sentiment, particularly highlighting their punctuality and responsiveness. A client from MedSupply Inc. praised their bookkeeping services, noting that the team was consistently on time and effectively addressed their needs. The client expressed satisfaction with the outcomes and reported no areas for improvement, indicating a strong alignment with project goals.Was this helpful?
Industry Experience
Line Accountancy has demonstrated expertise in the medical industry, particularly through their work with a medical distribution company. Clients noted their strengths in bookkeeping and responsiveness, highlighting their reliability in delivering projects on time. The overall sentiment is positive, with no reported areas for improvement. This indicates that Line Accountancy is well-suited for other businesses in the medical sector that require diligent financial management.
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Clients have expressed satisfaction with the overall cost and value provided by Line Accountancy, noting their timely delivery and responsiveness. One client highlighted that they received effective bookkeeping services without any complaints regarding pricing. The positive sentiment indicates that clients perceive the company's services as a worthwhile investment, aligning well with their financial expectations.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49Kraków, Poland
Services provided
40% Accounting40% HR Consulting10% Finance & Accounting Outsourcing (FAO) +1 service10% HR OutsourcingSee all 4 projectsEasyBooks is an accounting services firm specializing in bookkeeping, payroll, tax filing, and financial reporting. With 100% positive feedback, clients highlight their expertise and responsiveness, noting their ability to provide tailored solutions and maintain a friendly atmosphere. Their commitment to delivering timely results and effective communication is consistently praised, with several reviewers emphasizing their proficiency in local employment laws.
Reviews mention Understands their clients' needs
Clients consistently express satisfaction with EasyBooks' understanding of their needs. One review highlighted their 'good understanding of clients' needs' and noted their tailored approach for those unfamiliar with Polish employment and tax laws. The overall sentiment reflects a strong appreciation for EasyBooks' ability to address specific client requirements effectively, contributing to smooth operations without process gaps or delays.-
Accounting Services for Executive Assistant Agency
5.0 Oct 24, 2023Good understanding of clients' needs and well-tailored approach to clients not familiar with Polish law of employment or taxes. Everything was delivered on time with all the necessary information. They ensured a very friendly atmosphere.
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3 of 3 Accounting reviews are 5 stars$200,000 – $999,999 avg. project costRead 3 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Property Development Company
5.0 — EasyBooks provides accounting services for a property development company. EasyBooks supports the client with the accounting of complicated accounts. Read moreWas this helpful?
Industry Experience
EasyBooks has garnered positive feedback across various industries, particularly in Construction and Human Resources. Clients commend their expertise in accounting, payroll management, and local compliance, highlighting a tailored approach to client needs and timely delivery of services. In Construction, they excelled at sorting complex accounts, while in Human Resources, they ensured smooth operational processes and adherence to local employment laws. Overall sentiment reflects a strong alignment with clients' expectations, making EasyBooks a suitable partner for projects in these sectors.
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Construction Human Resources Other industriesWas this helpful?
Average Project Cost Breakdown
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Overall, clients express satisfaction with EasyBooks' pricing and value for money. One client noted the company's 'pricing fit our budget,' while another emphasized their 'good understanding of clients' needs.' Reviews highlight the timely delivery of services and a friendly atmosphere, indicating that clients perceive high value relative to costs. No significant areas for improvement were mentioned, reinforcing a positive sentiment regarding their financial offerings.Was this helpful?
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Undisclosed$50 - $99 / hr2 - 9South Jordan, UT
Services provided
50% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO)See all 1 projectsSonnenburg Consulting is a financial and business advisory firm that excels in assisting clients with finance, accounting, and payroll needs. The reviews highlight Annette S.'s impressive insight and effective communication, with 100% positive feedback regarding successful client outcomes and efficient resolution of concerns. The company is lauded for providing cost-effective solutions and demonstrating a deep understanding of business and finance needs.
Industry Experience
Sonnenburg Consulting has received positive feedback primarily from the legal industry, where they have excelled in advising businesses on legal and financial matters. Clients commend their expertise in addressing complex business challenges and streamlining financial processes. Notable strengths include effective communication and a thorough understanding of client needs, leading to successful outcomes. Overall sentiment in the legal sector reflects a strong endorsement of their capabilities, making them a suitable choice for related projects.
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LegalWas this helpful?
Average Project Cost Breakdown
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Sonnenburg Consulting is recognized for providing cost-effective solutions, as noted by clients who appreciate the value for money they receive. One client highlighted Annette S.'s ability to deliver insightful and efficient resolutions, emphasizing her effective communication and understanding of financial needs. Overall, clients express satisfaction with the pricing relative to the quality of service, indicating a strong alignment of cost and value in their offerings.Was this helpful?
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
100% AccountingSee all 3 projectsSol.online Accounting and Bookkeeping is an accounting services provider specializing in bookkeeping, tax preparation, financial reporting, and financial analysis. Reviews indicate a 100% satisfaction rate, highlighting their efficient communication, cost-effectiveness, and comprehensive financial solutions. Approximately 50% of reviewers emphasize the company's expertise in UAE tax regulations and their user-friendly platform.
Reviews mention Exceptional performance
Clients have lauded Sol.online Accounting and Bookkeeping for their exceptional performance, particularly in project management and responsiveness. One client noted a 40% improvement in accounting efficiency and 100% accuracy in tax filings, attributing this success to Sol.online’s proactive approach and timely delivery. Their deep understanding of UAE regulations and user-friendly platform were highlighted as standout features, making them a valuable partner in financial management.-
Outsourced Accounting & Bookkeeping for Software Company
5.0 Aug 27, 2024Sol.online’s project management was exceptional. They delivered the service promptly, consistently meeting agreed-upon deadlines for reports and filings. Their team was highly responsive, addressing any of our concerns quickly through their live chat and support channels. They provided regular updates, ensuring transparency throughout the project. Their proactive approach in anticipating our needs made the entire process smooth and stress-free, offering accurate and detailed financial reports that met our expectations perfectly.
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2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Project Management Firm
5.0 — Sol.online Accounting and Bookkeeping provided accounting and bookkeeping services for a project management firm. The team was responsible for automating the client's accounting work. Read moreWas this helpful?
Industry Experience
Sol.online Accounting and Bookkeeping has received positive feedback from clients across the Business Services and Software industries. In Business Services, they excelled in automating accounting tasks and maintaining efficient communication, providing significant cost savings. In the Software sector, their expertise in UAE tax compliance and financial insights was highly valued, resulting in improved efficiency and compliance. Overall, their strengths lie in personalized support, automation, and thorough understanding of local regulations, making them a suitable choice for clients seeking reliable accounting solutions.
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Business services SoftwareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently praised Sol.online Accounting and Bookkeeping for their competitive pricing and excellent value for money. One client highlighted that they received comprehensive accounting services for just 990 dirhams per month, a fraction of the cost of hiring additional staff. Another noted that the company's pricing fit their budget while providing high-quality service, resulting in improved efficiency and compliance. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of services offered.Was this helpful?
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$1,000+< $25 / hr10 - 49
Services provided
10% Accounting25% Business Consulting25% Recruiting +2 services25% Staffing15% Executive SearchSee all 1 projectsNAC Solutions Partner is a development company specializing in backend and frontend development, notably for custom CRM applications. The feedback is overwhelmingly positive, with clients praising their high-quality candidates and adaptability to changing requirements. Although some timelines were missed, 100% of reviewers highlight their patience and responsiveness.
Industry Experience
NAC Solutions Partner has demonstrated strong expertise in the financial services industry, particularly in credit card payment solutions. Clients commend their ability in backend and frontend development, noting their adaptability to changing business requirements and high-quality candidate selection. Overall sentiment is positive, with an emphasis on good value for cost and effective project management, making them a reliable choice for companies in the financial sector.
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Financial servicesWas this helpful?
Average Project Cost Breakdown
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Clients consistently praise NAC Solutions Partner for offering competitive pricing that aligns well with their budgets, emphasizing the good value for cost. One client highlighted that the company's pricing fit their budget while also providing quality deliverables. Overall, the sentiment reflects satisfaction with the financial aspects of their services, indicating a positive perception of value for money.Was this helpful?
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Undisclosed$150 - $199 / hr10 - 49New York, NY
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsBurton & Co., CPAs is a comprehensive accounting services firm offering bookkeeping, financial reporting, tax preparation, and outsourced CFO services. The firm is highly praised for its technological fluency, excellent communication, and ability to simplify complex financial concepts, with 100% of the feedback highlighting their attention to detail and client dedication.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & CFO Services for SEO Agency
5.0 — An SEO firm hired Burton & Co., CPAs to file their tax returns. They then took over all bookkeeping. The role morphed into becoming an external CFO, helping build financial forecasts, plan Read moreWas this helpful?
Industry Experience
Burton & Co., CPAs has received positive feedback particularly from the IT Services sector, exemplified by their work with an SEO agency. Clients praise their technological fluency, attention to detail, and ability to simplify complex financial issues. Their strengths include effective bookkeeping, tax strategy, and financial modeling, significantly impacting cash flow and financial planning. Overall sentiment in the IT Services industry is highly favorable, making them a strong fit for businesses seeking comprehensive financial and advisory services.
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Average Project Cost Breakdown
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Clients consistently highlight Burton & Co., CPAs as a cost-effective solution that delivers significant value. One CEO noted their ability to simplify complex financial scenarios while providing comprehensive services that extend beyond basic accounting. The firm's support led to substantial cost savings, such as optimizing payment processes projected to save $50,000 annually. Overall, clients feel that the firm offers a high return on investment through attentive service and strategic financial management.Was this helpful?
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UndisclosedUndisclosed10 - 49Ahmedabad, India
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)See all 1 projectsFinAccGlobal is an accounting services company specializing in bookkeeping, financial reporting, and financial advisory. The feedback highlights their professionalism and expertise, with 100% of reviewers noting the company's positive impact on their financial decision-making and process improvement. Clients appreciate the flexible pricing and hassle-free engagement provided by FinAccGlobal.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Internet Advertising Agency
5.0 — FinAccGlobal provided accounting and bookkeeping services for an internet advertising agency. They periodically update the client's financial records. They provide flexible pricing models on a Read moreWas this helpful?
Industry Experience
FinAccGlobal has received positive feedback primarily from the Advertising & Marketing industry, highlighting their expertise in Accounting & Bookkeeping and Financial Reporting. Clients appreciate their flexibility, professional staff, and the impact of their services on financial decision-making and organizational processes. The overall sentiment is favorable, indicating that businesses in need of reliable financial management solutions would benefit from FinAccGlobal's offerings.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
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Clients have expressed satisfaction with FinAccGlobal's cost-effectiveness, noting that their flexible pricing structure allows for tailored services that meet specific needs. One client highlighted the company's ability to provide superior expertise at a lower cost compared to traditional accountants. Overall sentiment indicates that the value for money is high, with clients reporting improved financial decision-making and successful outcomes as a result of their engagement.Was this helpful?
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$1,000+$100 - $149 / hr2 - 9Glendale, CA
Services provided
100% AccountingSee all 2 projectsRockwell Capital Group is a reputable company providing accounting services, including bookkeeping, tax filing, and financial advisory. Their clients commend their project management skills and accessibility, with 100% of reviewers expressing satisfaction and noting their effectiveness in managing financial tasks and providing valuable advice. Their ability to foster personal relationships and transparency is frequently highlighted.
Reviews mention Timely
Clients have expressed a highly positive sentiment regarding Rockwell Capital Group's timeliness. One client noted their 'wonderful, grade-A project management' and highlighted their ability to communicate effectively 2-3 times a month. Another praised their quick and easy accessibility, contrasting it with previous experiences with other firms. Overall, feedback emphasizes their reliability and responsiveness, indicating that they maintain a proactive approach to client engagement.-
Accounting Services for Insurance Brokerage
5.0 Nov 4, 2019Unlike other accounting firms, they’re quick and easy to get ahold of. We’ve been able to foster a close relationship, so we can communicate on a more personal level. They’re willing to speak to their customers with transparency.
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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 Insurance Brokerage
5.0 — In their longterm relationship with their partner, Rockwell Capital Group has handled all transactions and bookkeeping for an insurance brokerage. They also offer management advice as needed. Read moreWas this helpful?
Industry Experience
Rockwell Capital Group has demonstrated expertise primarily in the financial services and business services industries. Clients praise their efficiency in bookkeeping, tax management, and advisory roles, notably for enhancing financial clarity and reducing tax liabilities. Overall sentiment is highly positive, highlighting their responsiveness, project management skills, and personalized service. Organizations seeking reliable accounting and financial guidance, particularly in these sectors, would find Rockwell Capital Group a suitable partner.
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Financial services Business servicesWas this helpful?
Average Project Cost Breakdown
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Clients have expressed positive sentiments regarding Rockwell Capital Group's cost-effectiveness and value for money. One client noted spending about $5,000 over several years for comprehensive bookkeeping and tax services, highlighting the significant relief from financial management burdens. Another client mentioned an annual investment of over $2,000, emphasizing that their low tax liabilities and overall satisfaction stem from Rockwell's expertise. Overall, the feedback indicates that clients find the services to be both affordable and impactful.Was this helpful?
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$1,000+$200 - $300 / hr50 - 249Winchester, VA
Services provided
90% Accounting10% Finance & Accounting Outsourcing (FAO)See all 1 projectsYHB CPAs & Consultants is a professional accounting services firm specializing in tax preparation, financial reporting, and business auditing. The overall feedback is highly positive, with clients praising their accuracy, timeliness, and clear communication. Notably, 100% of the reviewers expressed satisfaction with their services, citing no mistakes in tax filings and proactive updates on tax law changes.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Filing for Online Lead Generation Business
5.0 — YHB CPAs & Consultants (formerly Murray, Jonson, White & Associates) handles annual tax filings involving three total LLCs, and otherwise fairly straightforward scenarios like payroll Read moreWas this helpful?
Industry Experience
YHB CPAs & Consultants have demonstrated expertise primarily in the Advertising & Marketing industry, with consistent positive feedback highlighting their reliability and accuracy in handling complex tax scenarios across multiple LLCs. Clients appreciate their proactive communication regarding tax law changes and timely service, which contributes positively to financial planning. Overall, the sentiment in this industry is highly favorable, suggesting they are a strong candidate for marketing firms seeking dependable accounting solutions.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
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Clients have praised YHB CPAs & Consultants for their fair pricing and high value for money, noting a long-standing relationship and minimal billing due to efficient processes. One client highlighted that their annual billing structure is reasonable, as the firm has consistently delivered accurate services without errors over 15 years. Overall sentiment reflects satisfaction with the cost-effectiveness of their services, as they provide timely updates on tax law changes and maintain a proactive approach to tax planning.Was this helpful?
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$5,000+$100 - $149 / hr10 - 49Toronto, Canada
Services provided
80% Accounting20% Business ConsultingSee all 2 projectsBronte Bay CPA Professional Corporation specializes in Accounting Services, focusing on Bookkeeping, Financial Statement Preparation, and Tax Filing. Clients commend their professionalism, with 100% positive feedback on timely delivery and effective communication. Reviewers highlight their strong cultural fit and value for cost, although a more personalized onboarding experience is suggested.
Reviews mention Timely
Clients have positively noted Bronte Bay CPA Professional Corporation's commitment to timely delivery of services. One review specifically highlighted that all deliverables, including corporation tax returns and HST returns, were 'delivered on time as promised.' Overall, the sentiment regarding timeliness is favorable, reflecting the firm's reliability and professionalism in meeting client deadlines.-
Accounting & Bookkeeping for Back Office Services Provider
5.0 Sep 14, 2023Delivered on time as promised. They were highly professional. They have a very well-defined onboarding process.
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1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Bookkeeping for Back Office Services Provider
5.0 — Bronte Bay CPA Professional Corporation provided accounting and bookkeeping services to a back office services provider. They managed the client's payroll, financial statements, and corporation tax Read moreWas this helpful?
Industry Experience
Bronte Bay CPA Professional Corporation has demonstrated strong expertise in the Business Services and Advertising & Marketing sectors. Clients commend their professionalism, timely delivery, and comprehensive support in accounting, tax services, and business advisory. The sentiment is overwhelmingly positive, noting a great culture fit and valuable insights provided by their team. Their ability to adapt to client needs and offer personalized services highlights their strengths, making them a suitable partner for businesses in these industries.
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Business services Advertising & marketingWas this helpful?
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Clients of Bronte Bay CPA Professional Corporation consistently highlight the company's strong value for money. One client noted the firm's 'good value for cost' and praised their professionalism and timely delivery of services. Another client expressed gratitude for the support received, emphasizing that their accounting and bookkeeping assistance was invaluable for their business. Overall, the sentiment reflects a positive perception of cost-effectiveness and reliable service.Was this helpful?
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$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Services provided
60% Accounting20% Finance & Accounting Outsourcing (FAO)10% Business Consulting +1 service10% Financial ConsultingSee all 1 projectsRBS Auditors/ RBS Tax Consultants is an accounting services firm specializing in business auditing, financial statement preparation, and audit services. Their reviews highlight a cost-effective and professional team that consistently delivers timely and accurate audited financials. Notably, 100% of the feedback emphasizes their efficiency and expertise, with no areas for improvement mentioned.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Statutory Financial Audits for Shipping Company
5.0 — RBS & Abdulrahman Auditing/ RBS Tax Consultants provided financial audits for a shipping company. The team provided balance, schedules and other relevant documents to complete the auditing. Read moreWas this helpful?
Industry Experience
RBS Auditors/RBS Tax Consultants has demonstrated expertise primarily in the transportation industry, serving a shipping company as statutory auditors since 2015. Feedback highlights their professionalism, cost-effectiveness, and timely service delivery. Clients appreciate their structured engagement, effective communication, and the quality of their financial reporting. Overall sentiment within the transportation sector is positive, indicating that RBS is a strong fit for businesses seeking reliable auditing and tax consultancy services.
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TransportationWas this helpful?
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Clients perceive RBS Auditors/RBS Tax Consultants as a cost-effective choice, consistently highlighting their reasonable billing structure and overall value for money. One client noted their selection was based on being 'cost effective & best fit for our requisites.' Additionally, the timely completion of services further reinforces the sentiment that clients receive substantial value relative to their investment.Was this helpful?
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$5,000+$50 - $99 / hr2 - 9Gent, Belgium
Services provided
10% Accounting30% Broadcast Video20% Business Consulting +4 services20% Video Production10% Financial Consulting8% Market Research2% Other DesignSee all 1 projectsHarald House is a video production company renowned for its expert producer services, particularly in creating high-value productions on an indie budget. The reviews reflect a 100% satisfaction rate, emphasizing their effective workflow and the impressive blend of creative and detail-oriented skills that clients highly appreciate.
Industry Experience
Harald House has demonstrated expertise in the Arts, Entertainment & Music industry, receiving positive feedback for their exceptional video production and producing services. Clients have noted their ability to deliver high-quality results within budget constraints and appreciated their effective communication and project management. The overall sentiment reflects a strong capability in blending creativity with attention to detail, making them a suitable choice for projects in the creative sector.
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Arts, entertainment & musicWas this helpful?
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Clients have expressed satisfaction with Harald House's pricing, noting they deliver high-quality productions at indie budget rates. One client highlighted the company's ability to provide professional services while maintaining cost-effectiveness, stating they achieved a 'high value looking production' without exceeding their budget. Overall, the sentiment reflects that Harald House offers good value for money, combining creative talent with a detail-oriented approach.Was this helpful?
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UndisclosedUndisclosed10 - 49دبي, United Arab Emirates
Services provided
100% AccountingSee all 1 projectsPaul & Hassan Chartered Accountants is a distinguished firm offering comprehensive accounting services, including external auditing, tax consultancy, and financial reporting. Renowned for their expertise and efficient processes, they consistently receive positive feedback for their knowledgeable staff and effective audit procedures. Approximately 100% of reviewers highlight their exceptional corporate governance and transparency.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Regular Auditing Services for Business Consultancy
5.0 — Paul & Hassan Chartered Accountants have provided auditing services for a business consultancy group. Their main services are external financial auditing and management reporting. Read moreWas this helpful?
Industry Experience
Paul & Hassan Chartered Accountants have demonstrated expertise in industries such as IT Services, Aviation, Food and Beverage, and Criminal Justice. Feedback highlights their strengths in external auditing, valuation, due diligence, and tax consultancy, emphasizing their ability to enhance corporate governance and transparency. Clients commend their knowledgeable staff, effective communication, and flexible billing, indicating a positive sentiment across these sectors. This firm is well-suited for clients in need of robust financial management and auditing services.
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IT ServicesWas this helpful?
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Clients have expressed satisfaction with Paul & Hassan Chartered Accountants' cost-effectiveness, noting a favorable balance between cost and value. One client highlighted their flexible billing structure and market reputation as key factors in their decision to engage the firm. Overall, sentiments indicate that the services provided deliver significant value, contributing to improved corporate governance and transparency without compromising on quality.Was this helpful?
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$1,000+< $25 / hr50 - 249Kolkata, India
Services provided
25% Accounting20% Web Development18% Web Design +3 services15% Graphic Design15% Search Engine Optimization7% Sales OutsourcingSee all 13 projectsVA Talks is a digital solutions company specializing in web development, e-commerce integration, and branding services. The feedback is overwhelmingly positive, with clients praising the company for improving website traffic and engagement, enhancing brand identity, and delivering projects on time. Notably, 100% of clients commended their project management and responsiveness, while 80% highlighted the significant SEO and user experience improvements.
Industry Experience
VA Talks has demonstrated expertise primarily in the Food & Beverage and Software industries, providing services that enhance online presence, user experience, and e-commerce functionality. Clients from Food & Beverage praised their ability to revamp websites, resulting in increased traffic and sales. Feedback from the Software sector highlighted their skill in creating engaging microsites that boost user engagement and conversions. Overall, VA Talks is highly regarded for their professionalism, responsiveness, and impactful design strategies across these sectors.
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Food & Beverage Software Wellness & Fitness Manufacturing RetailWas this helpful?
More responsive than most other service providers
Get in TouchVA Talks 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+$25 - $49 / hr2 - 9Kyiv, Ukraine
Services provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)See all 5 projectsANTE CONSULTING GROUP is a professional accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. Across their reviews, 100% of clients express satisfaction with their expertise in accounting and flexible pricing. Clients consistently highlight the firm's timely delivery, innovative solutions, and professional approach, with 75% mentioning their impressive culture fit and value alignment.
Reviews mention Accommodating
Clients consistently highlight ANTE CONSULTING GROUP's accommodating nature, noting their ability to adapt to changing needs and respond promptly to inquiries. One client emphasized their professionalism and timely delivery, stating the team 'always goes above and beyond.' Another remarked on their smooth and delightful experience, finding it difficult to identify areas for improvement. Overall, the sentiment reflects a strong appreciation for the company's flexibility and commitment to client satisfaction.-
Tax Services for Screenwriter
5.0 Apr 13, 2023This is a highly professional team always on time with delivering services, quickly and efficiently responding to any additional questions, and being able to adapt and continue working even in stressful and unpredictable circumstances.
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3 of 4 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Accounting & Bookkeeping Services for AI R&D Center
4.5 — ANTE CONSULTING GROUP provides ongoing accounting and bookkeeping services for an AI R&D center. The team is responsible for financial affairs, taxation, and other accounting processes. Read moreWas this helpful?
Industry Experience
ANTE CONSULTING GROUP has demonstrated expertise across diverse industries, including Software, Arts, Entertainment & Music, Design, and IT Services. Clients commend their professionalism, timely delivery, and deep understanding of industry-specific accounting needs. Feedback reflects strong sentiment, particularly in IT Services and Software, where their solutions notably improved efficiency and accuracy. Their adaptability and client-focused approach make them a strong contender for businesses seeking reliable accounting and consulting services.
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Software Arts, entertainment & music Design IT ServicesWas this helpful?
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Clients of ANTE CONSULTING GROUP consistently highlight their competitive pricing and excellent value for money. One client noted, "good value for cost," while another emphasized their "flexible and optimal pricing," ensuring they only pay for services used. Overall sentiment reflects satisfaction with the cost-effectiveness of their services, with multiple reviews praising timely delivery and high-quality outcomes, reinforcing the perception of value received relative to investment.Was this helpful?
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UndisclosedUndisclosed10 - 49Orlando, FL
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)See all 1 projectsDiMercurio Advisors is a modern accounting firm specializing in Accounting Services, including Bookkeeping, Tax Filing, and Financial Reporting. The company received consistently positive feedback, with clients praising their expertise in modern accounting software like Xero and their efficient project management. Notably, 100% of the reviewers highlight their tech-savvy approach and ability to meet modern business needs.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting for Shopify Migration Company
5.0 — The Heroes Group provides ongoing accounting services for a Shopify migration service. The client requested the team use Xero as their accounting software. They perform filings and craft Read moreWas this helpful?
Industry Experience
DiMercurio Advisors has garnered positive feedback primarily in the Retail industry, where their expertise with Xero accounting software has been highlighted. Clients commend their modern approach, tech-savvy team, and ability to adapt to new technologies. The overall sentiment suggests they are a strong fit for businesses seeking accounting solutions that align with contemporary online services, particularly those transitioning from QuickBooks to Xero.
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RetailWas this helpful?
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Clients generally perceive DiMercurio Advisors as offering strong value for money, particularly in their understanding of specific accounting software like Xero. One client noted they spent under $10,000 while receiving efficient service and support, emphasizing the firm's modern approach and tech-savvy staff. The overall sentiment reflects satisfaction with the cost-effectiveness of their services, suggesting a good return on investment for businesses seeking specialized accounting solutions.Was this helpful?
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UndisclosedUndisclosed10 - 49Boise, ID
Services provided
100% AccountingSee all 1 projectsStrike Tax Advisory specializes in tax consulting services, particularly focused on securing additional tax credits for businesses. According to their reviews, they are highly professional and efficient, with 100% of reviewers praising their quick process and successful tax credit acquisition. While they excel in communication and project management, there is room for improvement in achieving results on certain tax credits compared to other firms.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Consulting Services for Business Solutions Firm
5.0 — Strike Tax Advisory is helping a business solutions company to secure their additional tax credits. The client has given them access to their tax returns through Quickbooks. Read moreWas this helpful?
Industry Experience
Strike Tax Advisory has demonstrated expertise primarily in the business services sector, receiving positive feedback for their efficient tax consulting services that aid in securing tax credits. Clients appreciate their professional approach and effective communication. While their strengths lie in rapid execution and thorough process management, potential clients should note some limitations in securing certain credits compared to competitors. Overall, their impact in the business services industry is favorable, making them a suitable choice for similar businesses.
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Business servicesWas this helpful?
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Clients have generally perceived Strike Tax Advisory's services as offering good value for money, particularly in their ability to quickly identify eligible tax credits. One client noted a $3,000 investment with ongoing collaboration, praising their professional approach and efficient communication. However, there were concerns regarding their competitiveness in securing certain credits compared to other firms, suggesting that while they provide valuable services, there may be limitations in specific areas.Was this helpful?
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$1,000+$25 - $49 / hr2 - 9Mumbai, India
Services provided
10% Accounting55% Financial Advising & Planning15% Finance & Accounting Outsourcing (FAO) +2 services10% Business Consulting10% Financial ConsultingSee all 1 projectsCeleste Business Advisors is a boutique firm specializing in Financial Analysis and Accounting Services. They consistently deliver comprehensive financial solutions, including Financial Flight Plans and EBIDTA normalization, with 100% of reviewers praising their timely delivery and insightful support. Clients particularly appreciate their excellent communication and the personable approach of their team, led by the highly regarded Divyesh.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Education & Coaching Company
5.0 — Celeste Business Advisors devised a financial strategy for an education and coaching firm, which included the creation of supporting documents and the normalization of EBIDTA through reporting. Read moreWas this helpful?
Industry Experience
Celeste Business Advisors LLP has received positive feedback primarily from the Advertising & Marketing sector, notably for their expertise in financial planning and analysis. Clients commend their thoroughness, ability to exceed expectations, and strong communication. The overall sentiment reflects a high level of satisfaction, highlighting their strengths in delivering measurable outcomes such as financial flight plans and profitability metrics. Organizations seeking financial strategy support, particularly within marketing, would find a strong match with Celeste Business Advisors.
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Advertising & marketingWas this helpful?
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Clients have praised Celeste Business Advisors LLP for delivering exceptional value relative to their cost. One CEO noted that the outcomes exceeded expectations, with comprehensive support provided beyond the initial request. They highlighted the alignment of company values and culture as key factors in their selection. Overall, feedback reflects a strong sentiment of satisfaction regarding the cost-effectiveness and quality of service received, reinforcing the firm's reputation for delivering significant value.Was this helpful?
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Undisclosed$25 - $49 / hr2 - 9
Services provided
22% Accounting22% Finance & Accounting Outsourcing (FAO)20% Business Consulting +8 services15% Tax Law10% Financial Consulting5% Insurance Services & Brokers2% Labor & Employment Law1% HR Outsourcing1% Recruiting1% Web Design1% Web DevelopmentSee all 1 projectsJP GLOBAL LLC is a web development company lauded for its exceptional communication skills and timely project delivery. With 100% positive feedback in their reviews, clients appreciate their ability to create visually appealing and functional websites, as demonstrated by an increase in business engagement and leads. Their responsive and detail-oriented approach is particularly noted by reviewers.
Industry Experience
JP GLOBAL LLC has received positive feedback for its expertise in website development, particularly for clients in the visa service sector. The company is praised for its strong communication, timely delivery, and ability to create impactful digital solutions, such as user-friendly websites and logos. Overall, clients express satisfaction with the enhanced engagement and leads generated through their services, indicating a strong fit for businesses needing digital marketing and web development solutions.
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Other IndustryWas this helpful?
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Clients generally view JP GLOBAL LLC as providing good value for money, particularly noting their responsiveness and effective project management. One client mentioned an investment of approximately $18,000 for website development, emphasizing that the project was delivered on time and within budget. Overall sentiment reflects satisfaction with the quality of work and positive impact on business engagement, although some suggest potential areas for expansion into IT consulting.Was this helpful?
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UndisclosedUndisclosed2 - 9Simi Valley, CA
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingSee all 2 projectsHK Associates, Certified Public Accountants, is an accounting firm specializing in tax preparation, bookkeeping, and financial advisory services. They are highly regarded for their expertise in navigating complex tax situations, with 100% of reviewers highlighting their impressive communication and problem-solving skills. Clients appreciate their ability to amend past tax errors and maintain transparent communication throughout.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Prep for Retail Company
5.0 — HK Associates, Certified Public provides tax preparation services. The team helps an online store file their taxes and manage their books. Their services are ongoing. Read moreWas this helpful?
Industry Experience
HK Associates, Certified Public Accountants, demonstrates strong expertise in the retail industry, particularly in e-commerce tax challenges related to Amazon. Clients appreciate their clear communication, professionalism, and ability to rectify previous tax issues, resulting in positive financial outcomes. Their strengths lie in tax preparation and bookkeeping education. Overall, sentiment among retail clients is highly favorable, making them a commendable choice for businesses seeking reliable CPA services in this sector.
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RetailWas this helpful?
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Clients have expressed satisfaction with HK Associates' pricing and overall value. One review highlighted that the firm was the most transparent and friendly regarding pricing among several CPAs contacted. The client noted an investment of approximately $2,000, which resulted in successful tax filings and amendments that led to a refund. Overall sentiment indicates that clients find the services provided to be worth the cost, emphasizing effective communication and expertise.Was this helpful?
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UndisclosedUndisclosed50 - 249Kolkata, India
Services provided
50% Accounting50% Financial Advising & PlanningSee all 1 projectsViTWO (6 Livo Technologies Pvt Ltd) is an accounting service provider offering bookkeeping, financial reporting, and virtual accounting services. The company maintains a 100% positive feedback record, praised for their professionalism, timely delivery, and effective financial management, making them a reliable partner for startups seeking comprehensive financial services. Their structured approach and alignment with client values are frequently highlighted by reviewers.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Home Decor Brand
5.0 — ViTWO (6 Livo Technologies Pvt Ltd) provides accounting, bookkeeping, and financial services for a home decor brand. Read moreWas this helpful?
Industry Experience
ViTWO (6 Livo Technologies Pvt Ltd) has received positive feedback primarily from the manufacturing industry, specifically noted in the home decor sector. Clients commend their expertise in financial services, including bookkeeping and reconciliations, highlighting a structured and reliable approach that supports startups effectively. Overall sentiment reflects a high level of satisfaction with their professionalism, timely project delivery, and alignment with client values, making them a strong fit for businesses in need of comprehensive financial management solutions.
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ManufacturingWas this helpful?
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Clients have praised ViTWO (6 Livo Technologies Pvt Ltd) for their competitive pricing and exceptional value for money. One client noted that ViTWO's services fit their budget while maintaining high quality, leading to systematic management of financial services. Overall, the sentiment reflects satisfaction with the cost-effectiveness and reliability of the company's offerings, with no areas for improvement identified.Was this helpful?
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UndisclosedUndisclosed50 - 249Warszawa, Poland
Services provided
45% Accounting45% Finance & Accounting Outsourcing (FAO)10% Business ConsultingSee all 1 projectsCrowe Poland is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and business auditing. Clients commend their high level of competence, international experience, and exceptional customer service, with 100% of reviews highlighting their accessibility and commitment to quality advice. Crowe Poland’s pro-consumer approach and ability to navigate complex international laws are often praised.
1 of 1 Accounting reviews are 5 starsUnknown avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Consumer Product Company
5.0 — A consumer product company hired Crowe Poland for accounting services. The team handles the client's domestic accounting and accounting relations and provides tax advice. Read moreWas this helpful?
Industry Experience
Crowe Poland has demonstrated strong expertise in the Consumer Products industry, receiving positive feedback for their comprehensive accounting and tax advisory services. Clients appreciate their international experience, responsiveness, and proactive communication. The overall sentiment is favorable, highlighting their commitment to continuous improvement and client satisfaction. Potential clients from the Consumer Products sector can expect a reliable partner that excels in financial management and regulatory compliance.
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Consumer ProductsWas this helpful?
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Clients have noted that Crowe Poland offers competitive pricing, often allowing for negotiation based on long-term partnerships. One client emphasized the importance of cost in their decision to engage Crowe, highlighting a pro-consumer attitude that enhances value for money. Overall, feedback indicates that clients perceive Crowe's services as a worthwhile investment, particularly due to their expertise and commitment to understanding client needs, which rationalizes financial management.Was this helpful?
More responsive than most other service providers
Get in TouchCrowe Poland 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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UndisclosedUndisclosed2 - 9
Services provided
20% Accounting10% Business Valuation Services10% Commercial Financing +6 services10% Digital Asset Management10% Finance & Accounting Outsourcing (FAO)10% Financial Advising & Planning10% Financial Consulting10% Funding & Investment10% Insurance Services & BrokersSee all 1 projectsRahat Aggarwal & Company is an Accounting Services firm that excels in bookkeeping, financial reporting, and tax preparation. They are praised for their budget-friendly services and efficient time management, with 100% of reviewers mentioning satisfaction with their professional approach and timely delivery. Clients appreciate their commitment to client needs and their ability to reduce tax liabilities.
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
In recent reviews, clients have praised Rahat Aggarwal & Company for their exceptional accounting and bookkeeping services, noting their efficient project management and timely delivery. One client, the owner of Sundaram Jewellers, highlighted the ease of collaboration and significant tax savings achieved. Overall sentiment reflects high satisfaction, with clients appreciating the company's budget-friendly approach and alignment with their values. However, a suggestion for improvement was made regarding increased advertising to enhance visibility.Was this helpful?
Industry Experience
The provider has demonstrated expertise in the retail industry, particularly in accounting and bookkeeping for jewelry businesses. Clients highlight their strong communication, timely project delivery, and budget-friendly pricing as significant strengths. The overall sentiment is highly positive, indicating a reliable fit for retail-focused clients seeking efficient financial management solutions.
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Clients commend Rahat Aggarwal & Company for their competitive pricing and ability to align services with budget constraints. One client noted, "They try to fit in your budget" and appreciated the absence of heavy pricing. Overall sentiment reflects satisfaction with the value provided, as evidenced by the client's remark about reduced tax payments and ongoing collaboration, highlighting a strong perception of value for money.Was this helpful?
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Undisclosed$200 - $300 / hr2 - 9Irvine, CA
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingSee all 1 projectsTehrani & Velez, LLP is an accounting firm specializing in bookkeeping, tax filing, and financial advisory services. The firm is praised for its personalized and timely service, with a perfect client satisfaction rate, as all feedback is positive. Reviewers highlight their effective project management and tailored advice, noting the firm's ability to adapt to clients' needs despite its growth.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Prep & Bookkeeping for Video Production Agency
5.0 — Tehrani & Velez, LLP provides ongoing tax filing and bookkeeping services. In addition to managing these accounts monthly and yearly, they also give insight into financial planning and Read moreWas this helpful?
Industry Experience
Tehrani & Velez, LLP has demonstrated strong expertise in the IT Services sector, particularly in tax filing and bookkeeping for small businesses. Clients commend their personalized service, timely deliverables, and effective communication. The firm's tailored approach ensures a significant positive impact on client financial management, with no reported issues like audits. Overall sentiment in this industry is highly favorable, making them a suitable choice for companies seeking dedicated financial support.
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IT ServicesWas this helpful?
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Clients generally perceive Tehrani & Velez, LLP as offering good value for money, with one client noting an investment of over $10,000 since 2009 without any audits or issues. Their ongoing relationship is marked by timely tax filings and personalized service despite their growth. The firm is praised for maintaining a tailored approach and providing reliable support, which enhances the overall perceived value of their services.Was this helpful?
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$5,000+< $25 / hr50 - 249Brooklyn, NY
Services provided
50% Accounting20% Back Office Outsourcing20% Finance & Accounting Outsourcing (FAO) +2 services5% Recruiting5% StaffingSee all 6 projectsAcgile is a comprehensive accounting services firm with expertise in bookkeeping, financial reporting, and audit services. The company consistently receives positive feedback, with clients praising their on-time delivery, responsiveness, and reliability. Approximately 95% of reviews highlight their efficiency in improving financial processes and ensuring compliance, although some suggest a focus on continuous improvement for innovation.
Reviews mention Efficient
Clients have consistently praised Acgile for their efficiency in project execution. One client highlighted significant error reduction and faster financial reporting due to Acgile's streamlined processes. Additionally, they noted that Acgile's proactive communication and reliability ensured timely deliverables, which enhanced overall operational efficiency. Overall, the sentiment towards Acgile reflects a strong appreciation for their effective management and capable team, contributing to smoother business operations.-
Back-Office Services for Wheel Distribution Company
5.0 Oct 7, 2024They demonstrated excellent project management throughout our collaboration. They consistently delivered all items on time, meeting deadlines without issue. Additionally, they were highly responsive to our needs, quickly addressing any concerns or changes that arose. Their proactive communication and reliability made the entire process smooth and efficient, ensuring that all tasks were completed as expected.
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Industry Experience
Acgile has demonstrated notable expertise across various industries, including Education, Automotive, Food & Beverage, Healthcare, and Media. Clients praised their responsiveness, collaboration, and project management capabilities, resulting in increased operational efficiency and accuracy in financial practices. Sentiment is particularly positive in Automotive and Food & Beverage sectors, where Acgile's contributions led to significant cost savings and improved financial reporting. Their commitment to client satisfaction and operational excellence makes them a strong candidate for firms in these sectors.
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Healthcare Education Automotive Food & Beverage MediaWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Acgile's competitive pricing and strong value for money. For instance, one client noted that Acgile's pricing fit their budget, allowing them to improve operational capacity without exceeding costs. Another client emphasized cost efficiency, stating that Acgile's contributions led to lower operational costs and significant financial improvements. Overall, feedback reflects a positive sentiment regarding Acgile's ability to deliver high-quality services at reasonable prices, enhancing clients' financial operations.Was this helpful?
$3,200 Hire Junior Accountant at $20 / hr $4,000 Hire Accountant at $25 / hr $5,600 Hire Senior Accountant at $35 / hrView PackagesHire An Accountant
Assistance in Prep. Of Financial Statements Bookkeeping for Accounts Payable Bookkeeping for Accounts Receivable Maintain Organized Financial Records Reconciliation of Bank Statement Reconciliation of Credit Card Flexible to suit your time zone Access to senior accountants and managers Less than 1 year experienceWas this helpful?
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$1,000+$50 - $99 / hr50 - 249Dartmouth, Canada
Services provided
10% Accounting25% Fractional CFO Services20% Business Consulting +5 services10% BI & Big Data Consulting & SI10% Finance & Accounting Outsourcing (FAO)10% Financial Advising & Planning10% Financial Consulting5% Business Valuation ServicesSee all 4 projectsDNA GROWTH is a consultancy firm specializing in financial forecasting, business plan development, and strategy formulation. With a remarkable 100% positive feedback rate, clients consistently praise their timely delivery, high-quality work, and exceptional customer service, though some noted communication challenges related to accents. Their alignment with clients' values and budgets further highlights their commitment to service excellence.
Reviews mention High-quality work
Clients express a consistently high level of satisfaction with DNA GROWTH's output, particularly highlighting the delivery of high-quality financial models. One client noted the 'high-quality work' and 'great communication' as standout features of their experience. Additionally, the responsiveness and ability to meet deadlines were praised, reinforcing the overall sentiment of excellence and reliability in their services.-
Finance & Accounting Services for Accounting Company
4.5 Apr 28, 2024Delivered high quality financial models. They consistently provide high-quality work with great communication.
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Industry Experience
DNA GROWTH has received positive feedback across multiple industries, including Consulting, Financial Services, Business Services, and Wellness & Fitness. Clients praised their expertise in business improvement, financial modeling, and detailed business plans, noting strengths in communication, timely delivery, and high-quality work. Overall sentiment reflects strong satisfaction, particularly in Financial Services and Business Services, where they significantly impacted client operations and project success.
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Consulting Financial services Business services Wellness & FitnessWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive DNA GROWTH as offering good value for their pricing. Multiple reviews highlighted that their pricing fit within budgets and provided quality work at reasonable costs. For instance, one client noted the 'good value for cost' and another emphasized that the 'pricing fit our budget.' Overall sentiment reflects satisfaction with the balance of cost and quality, making them a competitive choice for various business needs.Was this helpful?
More responsive than most other service providers
Get in TouchDNA GROWTH 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 / hr10 - 49Houston, TX
Services provided
70% Accounting30% Financial Advising & PlanningSee all 3 projectsJPG is a professional accounting services firm offering comprehensive solutions like bookkeeping, financial statement preparation, tax planning, and financial analysis. With reviews highlighting their exceptional project management and responsiveness, 100% of clients express satisfaction with their services, noting impressive tax savings and organized operations. Their commitment to accuracy and client satisfaction distinguishes them in the industry.
Reviews mention Timely
Clients have expressed high satisfaction with JPG's timeliness in project delivery. One CEO noted their 'top-notch' project management, emphasizing that JPG consistently delivers items on time, which is essential for smooth operations. Another consulting partner highlighted their prompt responses to inquiries, stating, 'They delivered on time, with great service.' Overall, the sentiment surrounding JPG's timeliness is overwhelmingly positive, showcasing their commitment to efficiency and client satisfaction.-
Accounting Services for Branding & Product Dev Company
5.0 Mar 26, 2024Certainly: Their project management is top-notch. They ensure all tasks are organized and executed efficiently. In my experience, they consistently deliver items on time, which is crucial for maintaining smooth operations. Additionally, their responsiveness to our needs has been outstanding.
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Accounting Services for Consulting Firm
5.0 Mar 18, 2024They delivered on time, with great service and responded promptly to any question we had. This level of promptness and reliability was highly appreciated and contributed to the overall success of our project.
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Industry Experience
JPG has garnered positive feedback in the Advertising & Marketing and Consulting industries. Clients commend their expertise in bookkeeping, payroll, and financial management, emphasizing strong project management skills and responsiveness. The sentiment is particularly favorable, with clients noting significant tax savings and timely delivery of services. Their approach aligns well with businesses seeking reliable financial services and operational support in these sectors.
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Advertising & marketing ConsultingWas this helpful?
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Clients consistently commend JPG for their competitive pricing and strong value for money. One client noted that JPG's pricing fit their budget while delivering high-quality bookkeeping and financial services. Another client highlighted the company's good value for the cost, particularly in aligning with their company values. Overall, the sentiment reflects satisfaction with the balance of cost and quality, with no significant areas for improvement mentioned.Was this helpful?
$250 Best for companies with <$1MM in annual sales $810 Best for companies between $1>< $3MM annual sales $2,500 Best for companies with more than $3MM annual saleView PackagesBookkeeping Packages
Discover new opportunities for your business with our all-in-one financial solutions, encompassing bookkeeping, payroll, and tax. We don’t just crunch numbers. We dive deep into your unique circumstances and uncover insights to, streamline your finances and grow your business. Note: Our prices are not fixed, those are starting at prices.Was this helpful?
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$25,000+$150 - $199 / hr10 - 49Dhaka, Bangladesh
Services provided
20% Accounting30% Custom Software Development25% Mobile App Development +2 services20% E-Commerce Development5% Web DevelopmentSee all 1 projectsSmart Software Ltd. is a development company specializing in creating detailed project scope documents and UI/UX mock-ups for MVPs. Their professionalism, responsiveness, and high-quality deliverables are consistently praised, with 100% of reviewers highlighting their fast response times and insightful guidance. Clients commend their expertise and effective project management, noting no areas for improvement.
Industry Experience
Smart Software Ltd. has received positive feedback primarily from the software industry, particularly in developing solutions for start-ups. Clients highlight their professionalism, responsiveness, and high-quality deliverables, specifically in creating detailed project scopes and UI/UX designs. The company demonstrates expertise in project management and collaboration tools, making them a strong candidate for projects requiring meticulous planning and execution, especially in tech-driven environments.
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SoftwareWas this helpful?
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Clients have expressed strong satisfaction with Smart Software Ltd.'s cost-effectiveness and overall value for money. A co-founder of a start-up highlighted their impressive professionalism, fast response times, and high-quality deliverables, emphasizing that the detailed scope document and UI/UX mock-ups provided were well worth the investment. The team's ability to deliver timely results and offer valuable insights further reinforced the perception of good value, with no noted areas for improvement regarding cost.Was this helpful?
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$1,000+Undisclosed10 - 49Dallas, TX
Services provided
50% Accounting20% Back Office Outsourcing20% Finance & Accounting Outsourcing (FAO) +1 service10% Tax LawSee all 3 projectsBookkeeperLive is a company specializing in accounting services, including bookkeeping and financial statement preparation. Based on the reviews, 100% of the feedback is positive, highlighting their timely processing of invoices and exceptional responsiveness. Clients appreciate their capability to efficiently manage accounts payable across different time zones.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounts Payable Services for Printing Company
5.0 — BookkeeperLive provides accounts payable services for a printing company. The team has processed invoices and managed communications. Read moreWas this helpful?
Industry Experience
BookkeeperLive has demonstrated expertise primarily in the Advertising & Marketing and Print Services industries, providing valuable services such as bookkeeping, tax preparation, and investment consulting. Clients commend their timely delivery, responsiveness, and strong communication skills. Overall sentiment in these industries is highly positive, highlighting the company's ability to align with client goals and add significant value through their comprehensive support and strategic insights.
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Advertising & marketing Other industriesWas this helpful?
Average Project Cost Breakdown
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Clients consistently highlight BookkeeperLive's competitive pricing and strong value for money. One client noted that their selection was influenced by the company's 'good value for cost' and 'pricing fit our budget.' Another client echoed this sentiment, emphasizing BookkeeperLive's ability to deliver timely services while maintaining affordability. Overall, the feedback reflects a positive sentiment regarding the company's cost-effectiveness and alignment with client expectations.Was this helpful?
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$1,000+$100 - $149 / hr50 - 249San Francisco, CA
Services provided
40% Accounting25% Fractional CFO Services15% HR Consulting +2 services10% Benefits Administration10% Compliance ConsultingSee all 1 projectsFinvisor is an accounting services company specializing in financial advisory, financial statement preparation, and tax filing. Based on reviews, 100% of clients highlight their professionalism and timely delivery. Their expertise in financial modeling and reporting is particularly lauded, with no areas for improvement identified by clients.
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 feedback for Finvisor highlights their professionalism and expertise in financial services, particularly in cash flow management and financial modeling. A CEO from Suggestic AI noted their timely delivery of reports and effective communication, stating that Finvisor's contributions have significantly improved sales tracking and board trust. Clients express high satisfaction with the ongoing engagement, with no noted areas for improvement, reflecting an overall positive sentiment towards Finvisor's services.Was this helpful?
Industry Experience
Finvisor has demonstrated strong expertise in the IT Services and AI transformation sectors, particularly for health and wellness industries. Clients highlight their proficiency in financial modeling, cash flow management, and timely reporting, leading to improved sales tracking and board satisfaction. Overall sentiment is highly positive, reflecting their professionalism and impactful contributions, making them a suitable choice for companies within regulated industries seeking financial advisory support.
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Clients have expressed strong satisfaction with Finvisor's cost-effectiveness and value for money. One CEO noted that Finvisor's financial models significantly improved sales tracking and conversion rates, enhancing stakeholder trust. The timely delivery of professional reports and services has reinforced the perception of value, with no negative feedback regarding pricing or cost efficiency. Overall, clients feel that Finvisor's expertise justifies their investment, highlighting a positive sentiment towards the company's pricing strategies.Was this helpful?
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UndisclosedUndisclosed10 - 49Kochi, India
Services provided
20% Accounting20% CRM Consulting and SI20% E-Commerce Development +2 services20% ERP Consulting and SI20% Mobile App DevelopmentSee all 2 projectsORTEZ INFOTECH PRIVATE LIMITED is a company specializing in Accounting Services and online accounting solutions. The reviews indicate a strong positive sentiment, with clients highlighting their effective project management and responsive customer support. Approximately 100% of reviewers commend the company for enhancing productivity and optimizing operations, particularly in hotel management contexts.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
CRM Consulting & SI for Hospitality Company
5.0 — ORTEZ INFOTECH PRIVATE LIMITED provides a CRM solution for a hospitality company. The solution provides the client with real-time updates on room availability, guest preferences, and financial data. Read moreWas this helpful?
Industry Experience
ORTEZ INFOTECH PRIVATE LIMITED has received positive feedback primarily from the hospitality and leisure industry, notably for their impactful PMS and front office management solutions. Clients highlighted the intuitive interface and comprehensive features of their software, which significantly improved operational efficiency and guest experiences. The responsive customer support was also praised. Overall, the company is well-suited for clients in the hospitality sector seeking reliable and user-friendly management software.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed positive sentiments regarding ORTEZ INFOTECH PRIVATE LIMITED's pricing, highlighting it as a key factor in their selection. One client noted that the pricing was well within their budget while still providing good value for the cost. Additionally, the company's services have been described as a significant enhancement to operational efficiency, further justifying the investment made. Overall, the feedback suggests that clients find the cost relative to the value received to be favorable.Was this helpful?
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$5,000+$200 - $300 / hr10 - 49Hamilton, OH
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingSee all 1 projectsKirsch CPA Group is an accounting services firm specializing in tax preparation, bookkeeping, and financial advisory services. Reviews highlight their timely and accurate tax filing, cash flow visibility, and proactive financial guidance, with 100% of feedback being positive. They are praised for their thorough understanding of client needs, acting as trusted advisors and financial consultants.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for B2B Tech Company
5.0 — Kirsch CPA Group provides ongoing tax preparation and payroll support for a B2B marketing company. They've managed the client's taxes, cash flow, and payroll. Read moreWas this helpful?
Industry Experience
Kirsch CPA Group has received positive feedback primarily from clients in the Advertising & Marketing industry. Clients emphasize their expertise in tax preparation, cash flow management, and financial guidance. They are praised for their proactive approach, timeliness, and personalized service, which enhances decision-making and profitability. The overall sentiment is that Kirsch serves as a trusted advisor, making them a strong fit for businesses seeking comprehensive financial support, particularly in growth-oriented sectors.
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Advertising & marketingWas this helpful?
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Clients consistently highlight Kirsch CPA Group's competitive pricing and strong value for money. One client noted that the firm's pricing fit their budget while providing comprehensive services and a great culture fit. The feedback emphasizes the firm's ability to deliver timely and accurate services, with one client appreciating their role as a trusted advisor rather than merely a service provider. Overall sentiment reflects satisfaction with the cost-effectiveness and quality of service offered.Was this helpful?
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$1,000+$150 - $199 / hr2 - 9
Services provided
100% AccountingSee all 1 projectsRaben CPA Firm is a comprehensive accounting services provider specializing in bookkeeping, tax preparation, and financial advisory. Clients report a significant return on investment, with one client saving over $20,000 in two years. The firm is praised for strong communication and customer-oriented service, with 100% positive feedback highlighting their efficiency and strategic consulting capabilities.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting, Payroll, & Bookkeeping for Marketing Company
5.0 — Raben CPA Firm handles a variety of monetary services for a marketing company, helping to provide accounting, payroll, and bookkeeping services as well as some business consultation. Read moreWas this helpful?
Industry Experience
Raben CPA Firm has received positive feedback particularly from clients in the Advertising & Marketing sector. They are praised for their full-stack accounting services, including payroll and bookkeeping, which have significantly improved clients' financial management, saving them substantial amounts of money. Their strengths lie in customer-oriented communication and strategic consulting, making them a reliable choice for businesses seeking comprehensive financial support. Overall sentiment in this industry is highly favorable, indicating a strong fit for similar service-based companies.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
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Clients of Raben CPA Firm consistently highlight the firm's exceptional value for money. One client noted a project investment of over $5,000, resulting in savings of at least $20,000, indicating a strong return on investment. Reviewers commend the firm's customer-oriented approach and effective communication, which fosters trust and peace of mind. Overall sentiment reflects satisfaction with pricing relative to the quality of services provided, with clients expressing a desire for long-term partnerships.Was this helpful?
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$1,000+< $25 / hr10 - 49Dhaka, Bangladesh
Services provided
20% Accounting80% TranslationSee all 3 projectsBrothers Translation Center Ltd. is a professional translation company highly regarded for its comprehensive document translation and localization services. With 100% positive feedback, clients praise their dedication, quick turnaround, and secure handling of sensitive files. Their certified translations and cultural adaptations ensure effective communication in target markets, highlighting their reliability and excellence.
Reviews mention Professional
Clients consistently commend Brothers Translation Center Ltd. for their high level of professionalism. Feedback highlights their meticulous attention to detail, timely delivery, and ability to handle sensitive documents with confidentiality. One client noted their translations were 'accurate, professional, and ready for official use,' while another praised their 'combination of professionalism, accuracy, and responsiveness.' Overall, the sentiment reflects a strong trust in their capabilities, making them a reliable partner for translation services.-
Document Translation for IT Audit & Consulting Co
5.0 Aug 20, 2025We were highly satisfied with the quality, confidentiality, and professionalism of the work. Brothers Translation Center Ltd.’s project management was highly organized and professional. They assigned a dedicated team, maintained clear communication throughout the project, and ensured all tasks were delivered on time. What I found most impressive was their combination of professionalism, accuracy, and responsiveness. Their team not only ensured precise translations of complex legal and financial documents but also maintained clear communication and delivered all work on time.
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1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsUnknown avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Translation Services for School
5.0 — Brothers Translation Center Ltd. provided translation services for a school. The team translated and localized documents, edited and proofread content, and provided post-delivery support. Read moreWas this helpful?
Industry Experience
Brothers Translation Center Ltd. has demonstrated significant expertise in the Education and IT Services industries. In Education, they were praised for delivering precise and culturally adapted translations, ensuring confidentiality and timely delivery. In IT Services, their ability to handle sensitive legal and financial documents with accuracy and professionalism was noted. Overall, feedback reflects a strong sentiment of reliability and high-quality service, making them a suitable partner for clients in both sectors.
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IT ServicesWas this helpful?
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Clients consistently commend Brothers Translation Center Ltd. for their exceptional value for money, highlighting their affordability without compromising on quality. One client noted, 'They are by far the best translation company in Bangladesh, offering affordable yet high-quality translation services.' Another remarked on their competitive pricing for comprehensive services, stating they spent approximately $1,200 for a full project that included translation, proofreading, and delivery, indicating strong satisfaction with the overall cost-effectiveness of their services.Was this helpful?
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$1,000+$25 - $49 / hr50 - 249دبي, United Arab Emirates
Services provided
30% Accounting30% Digital Strategy30% Web Design +1 service10% Custom Software DevelopmentSee all 1 projectsICT Information Systems LLC is an IT services company specializing in MSP support, cloud implementations, and consulting projects. The reviews reflect a 100% satisfaction rate, highlighting their responsiveness, timely delivery, and impressive technical support across all engineering levels. Clients appreciate their expertise and find no areas needing improvement.
Industry Experience
ICT Information Systems LLC has demonstrated notable expertise in the Supply Chain, Logistics, and Transport industry, receiving positive feedback for their responsiveness, technical support, and successful project management. Clients have praised their capability in hybrid/cloud implementations and IT operations support, highlighting satisfactory outcomes and timely deliverables. This indicates a strong fit for organizations in need of robust IT consulting and support services within the logistics sector.
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Supply Chain, Logistics, and TransportWas this helpful?
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Clients commend ICT Information Systems LLC for delivering high-quality services that justify their pricing. One client highlighted their responsiveness and expertise, noting that project timelines were consistently met. Overall, the sentiment reflects satisfaction with the value received, as evidenced by a client stating, 'We are very happy with them,' indicating that the costs align well with the quality of service provided.Was this helpful?
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UndisclosedUndisclosed10 - 49Arusha, Tanzania
Services provided
40% Accounting25% Recruiting15% HR Outsourcing +3 services10% Staffing5% Executive Search5% PEO/Employee LeasingSee all 8 projectsCareer Options Africa Group is a distinguished provider of accounting services, offering expertise in bookkeeping, tax preparation, and CFO consulting. Reviews indicate 100% positive feedback, highlighting their exceptional project management, reliability, and value for cost. Clients appreciate their remarkable communication and seamless integration into business operations, with 100% emphasizing their promptness and proficiency in financial reporting and management.
Reviews mention Great project management
Clients have praised Career Options Africa Group for their exceptional project management, highlighting their clear and concise communication and regular updates. One client noted that the team was highly organized, efficiently managing multiple tasks and deadlines while remaining flexible to changes. The ability to exceed hiring objectives in a short timeframe further underscores their effective management practices, contributing to a positive overall sentiment regarding their services.-
Recruitment Services for Technology Company
5.0 May 2, 2025They communicate clearly and concisely, providing regular updates to team members of human resources and different stakeholders from our company. They are highly organized, capable of managing multiple tasks, deadlines, and resources efficiently. We communicated via WhatsApp, email, and Trello.
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Industry Experience
Career Options Africa Group exhibits strong expertise across multiple industries including Education, Business Services, Software, Consulting, IT Services, and Human Resources. Feedback highlights their strengths in delivering timely project management, reliable communication, and aligning with client values. Clients commend their ability to understand specific business needs, enhance operational efficiency, and provide valuable HR and financial guidance. Overall sentiment is highly positive, making them a suitable partner for organizations seeking tailored solutions in these sectors.
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Education Business services Software Consulting IT Services Human ResourcesWas this helpful?
Average Project Cost Breakdown
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Clients consistently highlight Career Options Africa Group's competitive pricing and excellent value for money. One client noted that their 'pricing fit our budget' and appreciated the 'good value for cost,' while another stated they exceeded expectations within budget constraints. The overall sentiment is positive, with multiple reviews emphasizing their reliability and effective communication, reinforcing that clients feel they receive substantial returns on their investment.Was this helpful?
More responsive than most other service providers
Get in TouchCareer Options Africa Group 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+Undisclosed10 - 49Seoul, South Korea
Services provided
15% Accounting20% Finance & Accounting Outsourcing (FAO)20% Tax Law +6 services10% Corporate Law10% HR Outsourcing10% Labor & Employment Law5% Back Office Outsourcing5% Customs brokerage5% HR ConsultingSee all 1 projectsKorea Expansion Agency Co., Ltd. specializes in facilitating business expansion in Korea, offering services such as legal establishment, real estate procurement, and regulatory compliance. Reviews highlight a 100% positive feedback, emphasizing their responsiveness, cultural adaptability, and comprehensive support. Clients appreciate their proactive approach and effective project management, ensuring timely and successful outcomes.
Industry Experience
Korea Expansion Agency Co., Ltd. has demonstrated significant expertise in the engineering sector, particularly in facilitating business establishment, aviation compliance, and real estate procurement. Clients commend their responsiveness, timely delivery, and problem-solving capabilities. The overall sentiment highlights KEA's capacity to support foreign businesses entering the Korean market, reflecting a strong cultural alignment and high value for cost. Organizations in the engineering industry seeking local operational assistance may find KEA to be an ideal partner.
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EngineeringWas this helpful?
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Clients have expressed satisfaction with Korea Expansion Agency Co., Ltd.'s cost-effectiveness, noting it provides good value for the services rendered. One client highlighted the company's 'great culture fit' and 'good value for cost,' emphasizing their ability to manage complex projects efficiently and within budget. Overall, feedback reflects a strong sentiment of appreciation for the agency's comprehensive support, timely delivery, and proactive problem-solving approach, which further enhances their perceived value.Was this helpful?
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UndisclosedUndisclosed10 - 49Caterham, England
Services provided
80% Financial Advising & Planning10% Finance & Accounting Outsourcing (FAO)10% Insurance Services & BrokersSee all 3 projectsGenistar Limited is a financial consulting firm specializing in tailored financial strategies and insurance solutions for businesses. Clients praise their personalized approach, exceptional communication, and strong alignment with company values. With 100% positive feedback, Genistar is recognized for their responsiveness, bespoke solutions, and the successful implementation of financial protection strategies that enhance employee satisfaction and retention.
Reviews mention Proactive
Clients express a highly positive sentiment regarding Genistar Limited's proactive approach. One client noted their 'excellent project management' and appreciated how the team kept them updated on progress, making the process smooth and stress-free. They highlighted Genistar's responsiveness to queries and their ability to adapt solutions in real time. While they suggested more frequent proactive updates during later stages, overall feedback indicates that Genistar's commitment to tailored solutions and client support is exemplary.-
Insurance Policy, Business & Financial Consulting for IT Co
5.0 Jul 2, 2025Genistar’s project management was excellent from start to finish. They clearly outlined timelines and deliverables at the outset and consistently delivered everything on schedule. They were proactive in keeping us updated on progress and next steps, which made the entire process smooth and stress-free. Overall, we were very happy with Genistar’s service. If anything, during the later stages of implementation, more frequent proactive updates could have given us added peace of mind, but we understand they were very busy finalising the details.
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1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews of Genistar Limited highlight their exceptional service in providing tailored financial consulting and group Private Medical Insurance solutions. Clients commend their proactive project management and responsiveness, noting successful implementation that enhanced employee satisfaction and retention. One CEO praised their commitment to bespoke solutions, stating, 'Genistar took the time to listen and design a truly tailored financial plan.' While clients expressed overall satisfaction, some desired more frequent updates during implementation.Was this helpful?
Industry Experience
Genistar Limited has received positive feedback primarily from the Information Technology and Consulting industries. Clients in IT appreciated their tailored financial consulting and comprehensive employee benefits solutions, highlighting strengths in project management and responsiveness. In Consulting, feedback emphasized Genistar’s clear communication and cultural alignment. Overall sentiment indicates that Genistar excels in financial planning and protection strategies, making them a strong fit for companies seeking bespoke solutions in these sectors.
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Information technology ConsultingWas this helpful?
Average Project Cost Breakdown
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Clients consistently highlight Genistar Limited's value for money, noting that their pricing aligns well with budget expectations. One CEO emphasized the 'good value for cost' and praised their tailored approach to financial consulting. Another client appreciated their 'great culture fit' and 'clear communication,' which further justified the investment. Overall, the sentiment reflects satisfaction with the company's pricing relative to the quality and effectiveness of their services.Was this helpful?
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UndisclosedUndisclosed50 - 249Singapore, Singapore
Services provided
70% Accounting30% Business ConsultingSee all 2 projectsMargin Wheeler Pte Ltd is a professional Accounting Services company specializing in company incorporation, bookkeeping, and financial reporting. Their clients appreciate the responsive and efficient project management, leading to successful project completion. The reviews are overwhelmingly positive, highlighting their clarity and professionalism, with 100% of reviewers noting their timely delivery and excellent communication.
2 of 2 reviews are 5 stars1 new review for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In recent reviews, clients praised Margin Wheeler Pte Ltd for their professionalism and efficiency in corporate services, particularly in company incorporation and compliance support. One client noted a seamless process that allowed them to focus on business growth, while another highlighted the significant time savings achieved through their comprehensive service. Overall, feedback reflects high satisfaction with the team's responsiveness and expertise, with no significant areas for improvement identified.Was this helpful?
Industry Experience
Margin Wheeler Pte Ltd has demonstrated strong expertise in the legal and advertising & marketing industries. In the legal sector, their comprehensive corporate services facilitated smooth company incorporations and compliance, earning praise for their deep knowledge of Singapore's regulatory landscape. In advertising & marketing, their responsive and efficient project management allowed for quick incorporation of digital agencies, enhancing client focus on business development. Overall, client sentiment across both industries reflects high satisfaction with their professionalism and impactful support.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
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Clients have praised Margin Wheeler Pte Ltd for their transparent pricing and overall value for money, often noting that their services fit within budget constraints. One client highlighted that engaging their services saved over 1,000 hours of administrative work, allowing their team to focus on core business activities. Another client appreciated the seamless incorporation process and the high responsiveness of the team, indicating that the cost was justified by the quality and efficiency of the service provided.Was this helpful?
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$10,000+$150 - $199 / hr1,000 - 9,999Chicago, IL
Services provided
30% Accounting40% CRM Consulting and SI20% Application Management & Support +1 service10% Business ConsultingSee all 4 projectsCrowe LLP, formerly known as Crowe Horwath, is a consulting firm specializing in CRM solutions, particularly Microsoft Dynamics CRM. Feedback from clients is overwhelmingly positive, with an emphasis on their technical expertise and responsive project management. Nearly 100% of reviewers highlight their ability to deliver high-quality, customized solutions efficiently, often exceeding expectations by understanding and addressing unique business needs.
Reviews mention Professional
Clients consistently praise Crowe LLP for their professionalism and partnership approach. One client noted their impressive professionalism, stating they felt understood and trusted with significant responsibilities. They emphasized that Crowe LLP genuinely cares about their business, which is a rare quality among consulting firms. Overall, the sentiment reflects a strong appreciation for their collaborative nature and commitment to client success.-
Non-Profit Consulting Microsoft CRM Development
5.0 May 9, 2013Sure. I consider them a true partner in helping me get my job done. That sounds like sales talk, and it probably will be in some slide somewhere, but I’ve been in the business for 15 years—maybe 17 years—and from the time we met, Crowe Horwath truly impressed us with their professionalism. I felt like I was talking to somebody who cares as much about my business as I did, who understood what I meant, and who I can really trust with a huge amount of responsibility. I just don’t find that that is as common as I would like it to be with many consulting firms.
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Industry Experience
Crowe LLP has demonstrated strong expertise in software, IT services, and business consulting. In the software sector, clients praised their proficiency in CRM solutions and custom applications, emphasizing high-quality outputs and responsive project management. The IT services sector highlighted their effective integration and development capabilities, particularly with Microsoft Dynamics. In business services, their partnership approach and understanding of non-profit operational needs received commendations. Overall, feedback reflects a consistently positive sentiment across these industries, indicating Crowe LLP's suitability for projects requiring tailored technological solutions.
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Software IT Services Business servicesWas this helpful?
Average Project Cost Breakdown
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Crowe LLP is perceived as delivering strong value for money, with clients frequently noting their reasonable pricing relative to the quality of service provided. One client highlighted a project cost between $25,000 and $30,000, emphasizing that Crowe Horwath set realistic expectations and delivered high-quality results. Another client mentioned that every project was successful with minimal defects, reinforcing the sentiment that their investment yielded significant returns. Overall, clients express satisfaction with the balance of cost and quality in their engagements.Was this helpful?
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$1,000+< $25 / hr50 - 249Rolling Hills Estates, CA
Services provided
10% Accounting10% Back Office Outsourcing10% Customs brokerage +7 services10% Logistics & Supply Chain Consulting10% Ocean Freight10% Rail Freight10% Recruiting10% Recruitment Process Outsourcing10% Staffing10% TruckingSee all 1 projectsKIN Logistic Solutions specializes in Accounting Services, emphasizing financial reporting and bookkeeping. Reviews indicate a 100% positive feedback rate, highlighting their strong commitment to efficiency and accuracy. Clients commend their timely invoicing, payment tracking, and operational efficiency enhancements through real-time updates and reporting.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Back Office Outsourcing for General Sales Supplier
5.0 — KIN Logistic Solutions provided virtual assistance and back office services for a general sales supplier. The team organized the client's financial records, invoicing, payment tracking, and Read moreWas this helpful?
Industry Experience
KIN Logistic Solutions demonstrates strong expertise in the Consumer Products industry, with a focus on operational efficiency and financial accuracy. Client feedback highlights their commitment to timely project execution and enhanced administrative processes. This positive sentiment reflects their capability to streamline operations and improve reporting systems, making them a suitable partner for businesses seeking operational improvements in consumer-centric sectors.
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Consumer ProductsWas this helpful?
Average Project Cost Breakdown
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Clients have expressed positive sentiments regarding KIN Logistic Solutions' cost-effectiveness and value for money. One CEO noted improvements in financial accuracy and operational efficiency, highlighting the company's commitment to timely invoicing and smooth coordination, which delivered significant time savings on administrative tasks. Overall, clients found the pricing reasonable given the high level of service and commitment to efficiency, with no significant areas for improvement identified.Was this helpful?
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$1,000+< $25 / hr50 - 249Vadodara, India
Services provided
30% Accounting15% ERP Consulting and SI15% Logistics & Supply Chain Consulting +4 services10% Back Office Outsourcing10% Business Consulting10% Finance & Accounting Outsourcing (FAO)10% Warehousing & DistributionSee all 3 projectsVNC Global is an accounting services firm specializing in bookkeeping, financial reporting, and accounting system implementation. They have received overwhelmingly positive feedback, with 100% of reviewers praising their project management, timely delivery, and ability to enhance efficiency and accuracy. Clients consistently highlight VNC Global's dedication, expertise, and ability to seamlessly integrate accounting ecosystems.
Industry Experience
VNC Global has demonstrated expertise in the Software and Manufacturing industries, receiving positive feedback for their project management and ability to streamline accounting processes. In Software, they successfully replaced an accounting system, enhancing accuracy and reporting speed, while in Manufacturing, they improved the financial close process significantly. Overall, clients express satisfaction with VNC's dedication, cultural fit, and timely delivery, making them a strong candidate for projects in both industries.
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ManufacturingWas this helpful?
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Clients consistently highlight VNC Global's pricing as fitting their budget while delivering good value for money. The CFO of Squirro AG noted that VNC provided a 'great culture fit' and 'good value for cost,' while the Director of Accounting at Qwikkit emphasized their 'great partners' approach and consistent delivery. Overall, the sentiment reflects satisfaction with the cost-effectiveness of VNC Global's services, despite a desire for reduced fees in some instances.Was this helpful?
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UndisclosedUndisclosed10 - 49Palm Springs, CA
Services provided
50% Accounting50% Financial Advising & PlanningSee all 1 projectsBEAN COUNTER is an accounting services company specializing in bookkeeping, tax preparation, and financial advisory. Their clients praise their communicative approach and consistent on-time delivery of tax documents, with 100% of reviewers highlighting cost reduction and fair pricing. Some suggest expanding their staff to further enhance service delivery.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for International Trade & Dev Company
5.0 — An international trade and development company hired Bean Counter Bookkeeping LLC to provide accounting services. They manage the clients bookkeeping tasks regarding California's and federal's Read moreWas this helpful?
Industry Experience
Bean Counter Bookkeeping LLC has demonstrated expertise primarily in the international trade and development sector, with notable strengths in accounting for the cannabis industry, inheritance, and federal tax laws. Clients commend their effective communication, commitment to cost reduction, and timely project management. Overall sentiment is positive, highlighting reliability and a client-centric approach, making them an ideal fit for businesses in need of specialized accounting services in these sectors.
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Other IndustryWas this helpful?
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Clients express a high level of satisfaction with Bean Counter Bookkeeping LLC's pricing, describing it as fair and indicative of the value received. One client noted their ability to reduce costs while maintaining quality service, stating, 'They have our best interests at heart.' Additionally, the ongoing relationship since 2017 highlights a strong perceived value for money, further supported by their excellent project management and communication skills.Was this helpful?
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$1,000+$150 - $199 / hr2 - 9
Services provided
75% Accounting15% Business Consulting10% Financial ConsultingSee all 1 projectsA Garg CPA Professional Corporation is an accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. The company is noted for its expertise in small business accounting, with 100% positive feedback highlighting their accurate, reliable, and timely services. Their affordability and flexible pricing structure are also frequently praised by clients.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Digital Marketing Agency
5.0 — A Garg CPA Professional Corporation provided business accounting services for a digital marketing agency. They were hired by the client based on a referral and their flexible pricing. Read moreWas this helpful?
Industry Experience
A Garg CPA Professional Corporation has garnered positive feedback primarily in the business services industry, particularly from digital marketing firms. Clients commend their expertise in small business accounting, emphasizing reliable and timely service, affordability, and flexibility in pricing. The overall sentiment indicates satisfaction and trust in their accounting capabilities, making them a suitable choice for businesses seeking dependable financial management.
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Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed that A Garg CPA Professional Corporation offers affordable and flexible pricing structures, delivering significant value for money. One client highlighted their cost-effectiveness while emphasizing the reliable and accurate accounting services provided. Overall, the sentiment reflects satisfaction with the firm's pricing in relation to the quality of service received, with no noted areas for improvement.Was this helpful?
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$1,000+$50 - $99 / hr2 - 9
Services provided
30% Business Consulting30% Financial Advising & Planning20% Commercial Financing +1 service20% Funding & InvestmentSee all 1 projectsTan Bizy Link is a company specializing in Tax Consultation and Accounting Services, noted for their expertise in tax collection and compliance. Their customer service has been highly praised, with over 95% of clients expressing satisfaction. Clients value their smooth workflow and attention to client needs, although some desire a dedicated contact during projects.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Design Services Company
5.0 — Tan Bizy Link has provided accounting services for a design services company. The team has briefed internal staff on tax collection and how to operate a business without being bound by tax rules. Read moreWas this helpful?
Industry Experience
Tan Bizy Link has demonstrated significant expertise in the consulting industry, particularly in tax consultation. Clients commend their extensive knowledge and effective communication, resulting in satisfactory outcomes and smooth workflows. The overall sentiment in this sector is highly positive, with particular praise for their customer service and client care. Potential clients in need of tax-related consulting services would likely find Tan Bizy Link to be a suitable provider.
Read All ReviewsSelect Industry to see insights
ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed high satisfaction with Tan Bizy Link's services, noting their expertise and effective tax consultation. One client highlighted the excellent value for money, stating, "The result is awesome and we are all satisfied with the service." Overall sentiment leans positively, with feedback indicating that while clients appreciate the service, having a dedicated contact could enhance the experience further.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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34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
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34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
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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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