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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
Reviews mention Great project management
Clients consistently commend CSTMR for their exemplary project management skills. One review highlighted the ease of tracking ongoing projects and next steps, emphasizing the effectiveness of CSTMR's workflow. The client's satisfaction with the well-organized advertising campaigns and the overall progress achieved since onboarding further reinforces the positive sentiment. Overall, CSTMR is recognized for their skilled team and ability to deliver results efficiently.-
Website & CRM for Public Risk Pool
5.0 Apr 24, 2019They’ve executed very well. We have regular communication and weekly Zoom meetings to coordinate, answer questions, and get updates. Basecamp allows us to share documents and monitor daily tasks.
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Digital & Content Marketing for Money Transfer Platform
5.0 Jan 20, 2021CSTMR has a talented team of individuals that are highly skilled in their areas of expertise. Their project management is on point! They make it easy for us as a client to keep a track of all the ongoing projects and next steps.
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Industry Experience
CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial servicesWas this helpful?
Average Project Cost Breakdown
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Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.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?
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Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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$1,000+$25 - $49 / 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 Exceptional performance
Clients have consistently praised Career Options Africa Group for their exceptional performance, highlighting their deep understanding of business models and quick onboarding process. One client noted, "We've been through a number of accountants... this has been outstanding," underscoring their reliability and effective CFO consulting. The project management received high marks, with clients appreciating the seamless communication facilitated by their software, leading to increased confidence in financial management.-
Accounting & Financial Consulting for Financial Services Co
5.0 May 4, 2025We've been through a number of accountants over the years and honestly this has been outstanding. Career Options understands our business models unlike any other, and onboarding was super quick. The CFO consulting is exactly as hoped—we now have a real cash flow forecast to replace our homegrown spreadsheet. Exceptional. High marks across the board, and I love that it's a software too, so you can just communicate with them there.
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1 of 2 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Products & Services Provider
5.0 — Career Options Africa Group provided accounting services for a product and services provider. The team reviewed the client's records and made all the necessary corrections. Read moreWas 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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Undisclosed< $25 / hr10 - 49İstanbul, Türkiye
Services provided
100% AccountingSee all 2 projectsOzm-Consultancy Tax&Advisory Services specializes in providing comprehensive accounting services, including tax incentives, business setup, and financial advisory for tech startups. Reviewers highlight their expertise in adapting to changing financial requirements, with 100% positive feedback on timely project management and effective communication. The consultancy is praised for its ability to optimize incentives and align services with client needs.
1 of 1 reviews is 5 stars1 new review for Accounting servicesUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews of Ozm-Consultancy Tax&Advisory Services reflect a high level of client satisfaction, particularly regarding their timely project management and deep knowledge of the Turkish tax landscape. Clients noted their adeptness at navigating complex regulations and providing valuable incentives, which has significantly benefited their businesses. One client emphasized their impressive adaptability to changing financial requirements in the tech sector. Overall, sentiments indicate strong alignment with client needs and effective communication.Was this helpful?
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsUnknown avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Tax Services for Mobile App Dev Company
5.0 — Ozm-Consultancy Tax&Advisory Services provides accounting and tax services for a mobile app development company. The team helps the client understand the Turkish tax setup and provides accounting Read moreWas this helpful?
Industry Experience
Ozm-Consultancy Tax&Advisory Services has demonstrated strong expertise in the software industry, particularly for tech startups developing mobile applications. Clients appreciate their comprehensive knowledge of Turkish tax regulations, incentives, and legal frameworks, which has resulted in effective accounting solutions and timely project management. The overall sentiment is highly positive, indicating that they are well-suited for technology-focused ventures seeking reliable advisory services.
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Clients have expressed a positive sentiment regarding the overall cost and value for money provided by Ozm-Consultancy Tax&Advisory Services. One client noted their effective handling of Turkish tax setup and incentives, stating they received 'good accounting' and valuable advisory services. Additionally, the company’s ability to meet strict deadlines without issues further reinforces the perception of value. Overall, clients appreciate the expertise and responsiveness, suggesting that the investment is justified by the quality of service received.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 Great project management
Clients consistently praised Genistar Limited for their exceptional project management capabilities. One CEO highlighted their clear outline of timelines and deliverables, noting that all tasks were completed on schedule. The firm's proactive communication and responsiveness to client needs were particularly commended, with feedback indicating a smooth and stress-free process. Overall, clients felt supported and confident throughout their projects, reinforcing Genistar's reputation as a reliable partner in delivering tailored financial solutions.-
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.
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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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$5,000+$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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$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 Great team
Clients consistently highlight Crowe LLP's exceptional team, noting their deep understanding of specific needs and ability to deliver tailored solutions. One client remarked on the 'fantastic relationship' and the vendor's capacity to translate requirements into effective outcomes. Another emphasized the team's collaborative approach, which fosters clear communication and avoids common project pitfalls. Overall, the sentiment reflects strong satisfaction with Crowe LLP's capabilities and commitment to client success.-
Media Device Manufacturer Microsoft CRM Integration
5.0 May 3, 2013Ryan and the team have been able to figure out how to get that to work in a way that isn’t a detriment to the product that we’re modifying or going after. The team then supplies solutions that are easily moldable down the road as well. It’s been great. We talk a lot of things out upfront. We hash out all the details and the needs, and then we get to work. It’s a cohesive sort of process.
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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?
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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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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?
Average Project Cost Breakdown
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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?
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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.
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ConsultingWas this helpful?
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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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$1,000+$25 - $49 / hr2 - 9Toronto, Canada
Services provided
50% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO)See all 1 projectsKedden Business Services Corporation is a business consulting firm specializing in helping companies scale and explore new revenue opportunities. The feedback is overwhelmingly positive, with clients praising their responsiveness, alignment with company values, and effective project management. Notably, 100% of reviewers highlighted their passion and understanding of client goals, with no areas identified for improvement.
Industry Experience
Kedden Business Services Corporation has demonstrated notable expertise in the consulting industry, particularly with small business coaching. Clients commend their ability to facilitate growth and transition strategies, yielding measurable outcomes such as revenue increase. The company is praised for its strong communication, accountability, and alignment with client values. Overall sentiment is highly positive, indicating that they are well-suited for businesses seeking strategic guidance and operational scalability.
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ConsultingWas this helpful?
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Kedden Business Services Corporation is noted for providing good value for cost, with clients appreciating their pricing alignment with budgetary constraints. One client highlighted the company's strong culture fit and responsiveness, which contributed to an overall positive sentiment regarding cost-effectiveness. The expectation of significant revenue growth, attributed to their services, further underscores the perceived value of their offerings.Was this helpful?
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UndisclosedUndisclosed10 - 49Calgary, Canada
Services provided
50% Accounting25% Business Consulting25% Financial Advising & PlanningSee all 1 projectsRMI LLP is an accounting firm offering comprehensive services including tax preparation, bookkeeping, and financial advisory. Clients praise their timely tax filing and effective Quickbooks support, with 100% positive feedback on their consulting expertise. While the transition of accountants caused temporary confusion, the firm is commended for its problem-solving skills and reliable partnership.
Industry Experience
RMI LLP has demonstrated expertise primarily in the Healthcare industry, particularly assisting technology startups in managing accounting and tax services. Clients have noted their responsiveness, effective communication, and valuable consulting insights that enhance operational efficiency. Overall sentiment reflects a strong partnership and a high level of satisfaction, although there are suggestions for improving transition processes when team changes occur. Potential clients in the Healthcare sector can expect reliable support and strategic financial management.
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HealthcareWas this helpful?
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Clients have expressed positive sentiments regarding RMI LLP's cost-effectiveness and value for money. One reviewer noted an investment of $20,000–$30,000 for ongoing services, highlighting the firm's timely tax management and effective consulting that improved their operational efficiency. Additionally, the reviewer emphasized the strong partnership and valuable recommendations provided by RMI, suggesting that they deliver significant value relative to their pricing, despite some minor communication issues during staff transitions.Was this helpful?
More responsive than most other service providers
Get in TouchRMI LLP 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+Undisclosed2 - 9Philadelphia, PA
Services provided
40% Accounting50% Business Consulting10% Financial ConsultingSee all 3 projectsYour Outsourced CFO is a professional firm specializing in accounting services, financial analysis, and strategic financial consulting. Reviewers consistently highlight their transformative impact on business financial planning, with approximately 100% positive feedback. Clients appreciate their innovative financial models and strategic insights, often mentioning their ability to enhance business scalability and decision-making processes.
Reviews mention Accessible
Clients have expressed a positive sentiment regarding the accessibility of the team at Your Outsourced CFO. Notably, Julian was highlighted for his constant availability and support, which contributed significantly to the client's success in securing funding. Feedback indicated that both Julian and Jeff were not only accessible but also provided valuable insights, enhancing the overall experience despite initial challenges in adapting to the client's business model.-
CFO Services for Health Integration Service Provider
4.5 Aug 14, 2020Julian was very accessible throughout and while he didn't have healthcare expertise per se, he was able to contribute to big picture thinking and forecasts. Julian and Jeff were both very accessible and supportive. Brought great ideas. Tons of value for the contract fee.
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2 of 2 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Outsourced CFO Services for Financial Planning Company
5.0 — Your Outsourced CFO assists with cash flow management, financial planning, and tax season prep. They also helped the client pay off debt. Read moreWas this helpful?
Industry Experience
Your Outsourced CFO has demonstrated strong expertise across various industries, including Financial Services, Healthcare, and Advertising & Marketing. Feedback highlights their strengths in cash flow management, strategic financial consulting, and forecasting. Clients commend their transformative impact on operations and decision-making, particularly in the healthcare sector, where they facilitated successful fundraising efforts. Overall sentiment is positive, with clients appreciating their accessible support and strategic insights, making them a strong partner for companies in need of financial guidance.
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Financial services Healthcare Advertising & marketingWas this helpful?
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Clients consistently highlight Your Outsourced CFO's exceptional value for money, noting that their services provide significant cost savings compared to hiring a full-time CFO. For instance, one client spends approximately $30,000 annually and emphasizes the transformative impact on their business, asserting that it would require a six-figure salary to achieve similar financial insight. Another client appreciates their ongoing support for just $500 per month, underscoring the peace of mind and strategic advantages gained from this investment.Was this helpful?
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$1,000+$100 - $149 / hr2 - 9
Services provided
50% Accounting40% Finance & Accounting Outsourcing (FAO)10% Business ConsultingSee all 2 projectsFulton Advisory is a financial advisory firm offering services such as bookkeeping, financial reporting, and strategic financial analysis. Their reviews highlight a 100% positive feedback rate, with clients praising their accurate financial forecasting and strategic business advisory. Approximately 90% of reviewers emphasize the team's expertise and personalized approach, contributing significantly to clients' business growth and financial management.
Reviews mention Team players
Clients consistently praise Fulton Advisory for their team-oriented approach, describing them as integral extensions of their businesses. One client noted, 'Fulton Advisory is invested as if they’re part of the team,' highlighting their responsiveness and accountability. Another emphasized the importance of providing context, stating, 'Embrace them as a team member.' Overall, the sentiment is overwhelmingly positive, with clients appreciating their collaborative spirit and commitment to client success.-
Consulting & Accounting Services for SEO Agency
5.0 Jan 13, 2021Terry serves as an extension of our team. He is very invested in our business. The engagement started with them acting on a consulting basis, but now, we do all of our tax and accounting work through them. Fulton Advisory is invested as if they’re part of the team. Give them as much context and information about your business to the point where if they were joining your internal team, they would be caught up to speed. The more information they have, the better context and advising they can do. Embrace them as a team member.
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2 of 2 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Business Consulting for Higher Education Marketing Company
5.0 — Fulton Advisory provides fractional CFO services including business strategy, reporting support, and forecasting. They've also helped guide their client through a successful acquisition process. Read moreWas this helpful?
Industry Experience
Fulton Advisory has demonstrated expertise primarily in the Advertising & Marketing industry, particularly with digital marketing agencies and higher education enrollment marketing companies. Clients praise their strategic financial guidance, effective budgeting and forecasting models, and responsiveness. Overall sentiment indicates a strong positive impact on business growth and financial management, with clients reporting significant revenue increases and improved profit margins, making Fulton Advisory a strong fit for businesses seeking financial consulting in these sectors.
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Advertising & marketingWas this helpful?
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Clients have expressed high satisfaction with Fulton Advisory's cost and value for money. One client noted that they have recouped every dollar spent, highlighting the effectiveness of the services provided. Another client emphasized the significant return on investment, reporting a 50% growth in revenue since engaging with Fulton, and praised their strategic financial insights. Overall, the sentiment reflects that Fulton Advisory offers exceptional value through their expertise and commitment to client success.Was this helpful?
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$1,000+< $25 / hr250 - 999Taguig, Philippines
Services provided
10% Accounting40% IT Staff Augmentation20% IT Managed Services +3 services20% IT Strategy Consulting5% Customs brokerage5% CybersecuritySee all 15 projectsTechno Global Team Inc, a company specializing in accounting services such as bookkeeping and financial analysis, receives positive feedback for its efficient and responsive workflow. All reviews highlight their professionalism and ability to alleviate workload pressures, with 100% of reviewers noting significant business growth and satisfaction with their services.
Reviews mention Open to feedback
Techno Global Team Inc demonstrates a strong openness to feedback, as highlighted by a client who appreciated their willingness to reassess candidate profiles based on specific requirements. The HR team actively engaged in discussions to understand the client's needs better, leading to the submission of more suitable candidates. Overall, clients express satisfaction with the team's responsiveness and adaptability, noting their commitment to aligning with client expectations and delivering effective results.-
Staff Augmentation for IT Company
5.0 Jul 15, 2019What I found to be as one of the best things about working with them was I was able to have a really good conversation with the HR team and go more into the personality. It just showed they were so willing to take on feedback and so willing to work with you for what you are trying to achieve as a company. They made it easy because they took constructive feedback well.
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1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Bookkeeping Services for Small Business Management Firm
5.0 — TechnoGlobal Team Inc provided outsourced bookkeeping services, which included data entry, reconciliations, and other complex tasks. Read moreWas this helpful?
Average Project Cost Breakdown
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Clients consistently commend Techno Global Team Inc for delivering high value at a competitive cost. One client highlighted their recruitment process, which saved time and resources, while another noted that TechnoGlobal's fees, though not the cheapest, aligned with their quality of service. Overall, feedback indicates satisfaction with the balance of cost and quality, as clients appreciate the expertise and support provided, despite some concerns over billing clarity and international payment costs.Was this helpful?
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Undisclosed$100 - $149 / hr10 - 49Layton, UT
Services provided
80% Accounting10% Business Consulting10% Finance & Accounting Outsourcing (FAO)See all 1 projectsCMP, or Cook Martin Poulson, P.C., is an accounting firm specializing in Bookkeeping, Tax Preparation, and Financial Advisory services. Clients commend their expertise and effective strategies, with 100% positive feedback highlighting their outstanding service and cost-saving advice. Their professionalism and customer service are consistently praised, indicating a reliable choice for CPA and accounting services.
0 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Accounting & Consulting for Personal Injury Law Firm
4.5 — Cook Martin Poulson, P.C. provides ongoing tax filing and accounting services for an injury law firm. They make educated recommendations regarding taxes and manage the QuickBooks chart of Read moreWas this helpful?
Industry Experience
Cook Martin Poulson, P.C. has demonstrated strong expertise in the legal industry, particularly in providing accounting and tax services to law firms. Client feedback highlights their proficiency in entity formation strategies, tax filing recommendations, and trust account management, resulting in significant cost savings and enhanced peace of mind for clients. Overall sentiment is highly positive, indicating that they are a valuable partner for legal practices seeking professional financial guidance.
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LegalWas this helpful?
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Clients commend Cook Martin Poulson, P.C. for their competitive pricing and value for money. One client noted spending under $5,000 for extensive accounting support, highlighting that the strategies provided helped save money. Additionally, the complimentary initial consultation sets them apart from competitors. Overall, the feedback reflects a positive sentiment regarding the company's affordability and the quality of service received, with no significant areas for improvement identified.Was this helpful?
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UndisclosedUndisclosed2 - 9Buffalo, NY
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsAllen Street Consulting is an accounting services firm that specializes in bookkeeping, financial reporting, and tax preparation. According to client reviews, 100% of the feedback is positive, highlighting their expertise in managing IRS audits and their ability to significantly enhance business revenue. Clients appreciate their hands-on approach and the personalized support they provide to small businesses.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Landscaping Business
5.0 — Allen Street Consulting managed an IRS audit and determined the amount owed to comply with regulations for a landscaping company. They provide accounting services including distributing accounts Read moreWas this helpful?
Industry Experience
Allen Street Consulting has demonstrated significant expertise in the landscape and service industries, particularly in assisting small businesses with accounting and tax compliance. Clients have reported a strong positive impact, achieving notable revenue growth and improved financial management. The firm is recognized for its hands-on approach, effective communication, and personalized service, making it a suitable choice for businesses seeking robust financial guidance and operational support.
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Other IndustryWas this helpful?
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Clients have expressed a positive sentiment regarding Allen Street Consulting's cost-effectiveness, noting monthly investments between $200 and $400. One client highlighted a significant revenue growth of $200,000 over five years, attributing this success to the firm's guidance and hands-on support. The value for money is emphasized by the sustained relationship with the firm, suggesting satisfaction with both the services rendered and the overall investment. Overall, clients find their pricing reasonable for the quality of service provided.Was this helpful?
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$1,000+Undisclosed10 - 49London, England
Services provided
75% Accounting5% Back Office Outsourcing5% Commercial Financing +3 services5% Finance & Accounting Outsourcing (FAO)5% Financial Advising & Planning5% Insurance Services & BrokersSee all 2 projectsBraant Accountants is an accounting services firm specializing in bookkeeping, financial reporting, and transition to digital systems such as Xero. Reviewers praise their professionalism, excellent customer service, and effective communication, with 100% positive feedback noting their ability to tailor solutions and provide continuous support. Their expertise in transforming accounting systems and delivering timely reports is consistently highlighted.
Reviews mention Accessible
Clients consistently commend Braant Accountants for their accessibility and support throughout the accounting transition process. One managing director noted their availability and responsiveness, stating, 'They were always there for us!' This sentiment is echoed in feedback highlighting their personalized approach, with clients feeling treated as 'the most special customer.' Their commitment to clear communication and prompt responses to queries further reinforces their reputation for being accessible and reliable.-
Xero Migration for Electrical Company
5.0 Sep 17, 2023They were always there for us! From my very first conversation with one of their directors when I called just to ask a question about going digital with VAT - when he was so helpful and concise with his answers that I decided I had to call him back and make an appointment to meet with him to see how they could help us going forward - the best call I ever made - completely transformed our accounting system and held our hand all the way through the process. They knew what they were talking about and treated us like their most special customer they wanted to help succeed. They match you to the members of their team who are most experienced in your type of business, which is a great asset and are always available to talk you through anything you don't fully understand or want to explore more deeply before committing. They are also straightforward and honest, which, unfortunately, is not easy to find these days. Any queries are always dealt with fairly and resolved, and e-mails and telephone calls are always returned very quickly - they are always there for you.
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2 of 2 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Xero Migration for Electrical Company
5.0 — Braant Accounting streamlined an electrical company's accounting system and transitioned it from Sage to Xero. They also trained the client with the new system and offered bookkeepers as backups Read moreWas this helpful?
Industry Experience
Braant Accountants have demonstrated strong expertise in the Construction and Arts, Entertainment & Music industries. Their clients appreciate their ability to streamline accounting systems, including successful migrations to Xero, which resulted in improved efficiency and accuracy in financial reporting. Overall sentiment is highly positive, noting their responsive communication, personalized service, and commitment to client success, making them a suitable match for companies seeking dedicated accounting support in these sectors.
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Construction Arts, entertainment & musicWas this helpful?
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Read All ReviewsWhat Clients Have Said
Clients have expressed high satisfaction with Braant Accountants' cost-effectiveness and value for money. One client noted that the pricing fit their budget while highlighting the great culture fit and overall good value for the cost. Another client emphasized the straightforward and honest approach of Braant, appreciating how they provided information without pressure, enabling informed decisions. Overall, the sentiment reflects that clients feel they receive exceptional service relative to the costs incurred.Was this helpful?
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UndisclosedUndisclosed50 - 249Singapore
Services provided
30% Accounting30% Finance & Accounting Outsourcing (FAO)20% Back Office Outsourcing +1 service20% Business ConsultingSee all 1 projectsSleek is an accounting services company specializing in incorporating businesses and providing ongoing accounting support, including bookkeeping and financial reporting. They have received overwhelmingly positive feedback, with clients highlighting their professionalism and personalized service. Around 90% of reviews emphasize their effective management of deadlines and responsiveness, although some note that their client portal could be improved for faster access.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Tech Firm
5.0 — Sleek helped register a tech firm and processed their work visas. Then they used Xero to manage invoices, receipts, and payroll. They continue to organize the client’s bank and credit card Read moreWas this helpful?
Industry Experience
Sleek has received positive feedback primarily from clients in the Information Technology sector. They excel in providing personalized accounting and business registration services, demonstrating strong project management and responsiveness. Clients appreciate their proactive approach to compliance and direct communication with knowledgeable staff. Overall sentiment within this industry is favorable, indicating that Sleek is a suitable partner for technology companies seeking reliable administrative support.
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Information technologyWas this helpful?
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Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with Sleek's overall cost and value for money, particularly highlighting the personalized service and professionalism of the team. One client noted an investment of $10,000–$20,000, praising the company's efficiency in managing accounting tasks and compliance reminders. The sentiment indicates that the services provided are worth the investment, although improvements to their client portal's speed were suggested to enhance self-sufficiency.Was this helpful?
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$1,000+< $25 / hr10 - 49Deerfield, IL
Services provided
20% Accounting80% Back Office OutsourcingSee all 5 projectsMedKloud Billing is an accounting services provider specializing in bookkeeping and tax preparation. They consistently exceed expectations, as evidenced by efficient management and timely delivery of financial reports and tax filings for over 20 clients. Approximately 100% of client feedback highlights their reliability, strong communication, and effective project management, with no noted areas for improvement.
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
Accounting Services for Data Analytics & Advisory Firm
5.0 — MedKloud Billing provided accounting services for a data analytics and advisory firm. The team managed daily bookkeeping, assisted with accounting management, and handled tax preparation. Read moreWas this helpful?
Industry Experience
MedKloud Billing has effectively delivered solutions across various industries including Human Resources, Advertising & Marketing, and Healthcare. Clients commend their expertise in streamlining operations, bookkeeping, and healthcare management, highlighting strengths in communication, adaptability, and proactive account management. Overall sentiment across these sectors is highly positive, indicating that MedKloud is well-suited for organizations seeking reliable, efficient support in operations and financial management.
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Human Resources Advertising & marketing HealthcareWas this helpful?
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Undisclosed$200 - $300 / hr2 - 9San Luis Obispo, CA
Services provided
100% AccountingSee all 1 projectsMagnolia 313 Accounting Services is a firm specializing in bookkeeping and tax preparation, praised for its meticulous attention to detail and effectiveness. One hundred percent of reviewers commend Carolyn's ability to streamline financial processes and provide valuable financial and tax guidance, resulting in significant time and cost savings for clients.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Preparation for Analytics Company
5.0 — Magnolia 313 Accounting Services provides bookkeeping and tax preparation services using QuickBooks. This involves reconciling business transactions each month and consulting on payroll Read moreWas this helpful?
Industry Experience
Magnolia 313 Accounting Services has received positive industry feedback primarily in the Information Technology sector. Clients commend the firm for its expertise in bookkeeping, tax preparation, and financial guidance, particularly in utilizing QuickBooks. The overall sentiment highlights strengths in organization, responsiveness, and a proactive approach, resulting in significant cost savings and efficiency improvements. Potential clients in the IT industry can expect reliable accounting services tailored to their specific needs.
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Information technologyWas this helpful?
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Read All ReviewsWhat Clients Have Said
Clients have praised Magnolia 313 Accounting Services for their exceptional value and cost-effectiveness. One client noted significant savings, stating that Carolyn identified errors that saved them tens of thousands of dollars. Additionally, clients appreciate the efficiency gained, with one remarking that tax preparation time was drastically reduced from weeks to mere signatures. Overall, the sentiment reflects a strong belief that the services provided exceed their costs, making them a worthwhile investment.Was this helpful?
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Undisclosed< $25 / hr2 - 9Ahmedabad, India
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)See all 3 projectsNimblefincorp is a professional accounting services provider specializing in bookkeeping, financial reporting, and reconciliation. They receive overwhelmingly positive feedback, with clients praising their organization, communication, and attention to detail. Approximately 100% of reviewers highlight the company's value for cost and timely project delivery, making them a reliable choice for accounting needs.
Reviews mention Well-organized projects
Clients have consistently praised Nimblefincorp for their well-organized project management. One reviewer highlighted their 'kindness, organization, and knowledge,' emphasizing effective communication and timely delivery of project milestones. The structured approach not only ensured all transactions were reconciled but also contributed to a significant reduction in client stress. Overall, the sentiment regarding their organizational skills is highly positive.-
Accounting Services for Residential Construction Firm
5.0 May 8, 2024We're impressed with their kindness, organization, and knowledge. Good communication throughout.
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Industry Experience
Nimblefincorp has garnered positive feedback across the construction and financial services industries. In construction, clients appreciated their meticulous approach to bookkeeping and reporting, noting effective communication and timely project delivery. In financial services, they excelled in tax filing and investment planning, with clients highlighting their expertise and supportive service. Overall, Nimblefincorp is well-suited for projects in residential development and financial management, demonstrating strong organizational skills and value for cost.
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Construction Financial servicesWas this helpful?
Average Project Cost Breakdown
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Clients consistently highlight Nimblefincorp's competitive pricing and excellent value for money. One review noted that their 'pricing fit our budget' and provided 'good value for cost.' Another client emphasized the 'reasonable fee' relative to the high level of expertise received, stating that the resulting tax savings far outweighed the service cost. Overall, the sentiment reflects satisfaction with both affordability and the quality of services rendered.Was this helpful?
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$10,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Services provided
10% Accounting60% Custom Software Development10% ERP Consulting and SI +2 services10% HR Consulting10% Web DevelopmentSee all 6 projectsFACTS Computer Software House LLC is a software development company specializing in customized ERP solutions. Their services are highly regarded, with 100% of the reviewed feedback highlighting their professionalism, timeliness, and ability to meet dynamic requirements. Clients particularly value their expertise in integrating complex functionalities, such as multi-currency data and mobile app development, enhancing overall business efficiency.
Industry Experience
FACTS Computer Software House LLC has demonstrated strong expertise in the Consumer Products industry, particularly in developing customized ERP solutions. Clients commend their ability to integrate complex functionalities, such as multi-currency data and mobile platforms, enhancing operational efficiency. The overall sentiment is highly positive, with feedback highlighting their professionalism, responsiveness, and capability to adapt to evolving client needs. This positions FACTS as a valuable partner for businesses seeking tailored software solutions in the Consumer Products sector.
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Consumer ProductsWas this helpful?
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Clients have consistently noted that FACTS Computer Software House LLC offers significant value for money, particularly in their ERP software customization. One client invested over $200,000 and highlighted the resulting efficiency and streamlined operations across divisions. They praised FACTS for their responsiveness and creativity in accommodating new requirements, emphasizing the company's professionalism and commitment to client satisfaction. Overall sentiment reflects a strong endorsement of FACTS' cost-effectiveness and capability to meet complex project demands.Was this helpful?
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UndisclosedUndisclosed2 - 9
Services provided
100% AccountingSee all 1 projectsSRT Accounting Inc. is a reputable firm specializing in Accounting Services, including bookkeeping and financial advisory. Their exceptional service quality is noted in 100% of their reviews, with particular emphasis on their professionalism, responsiveness, and integration capabilities. Clients commend the proactive approach of Ted, the President, highlighting his honesty and expertise in financial reporting and business growth strategies.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Accounting for Heating & Cooling Company
5.0 — Struggling with underperforming bookkeepers, a heating and cooling company hired SRT Accounting. They manage bookkeeping, accounting, and all other financial services for the company. Read moreWas this helpful?
Industry Experience
SRT Accounting Inc. has demonstrated expertise primarily in the construction industry, receiving high praise for their comprehensive bookkeeping and accounting services. Clients highlight their proactive approach, responsiveness, and honest communication, which enhance operational efficiency and financial security. The overall sentiment is highly positive, indicating that businesses within the construction sector can expect reliable support and valuable insights from SRT Accounting, making them a suitable partner for similar projects.
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ConstructionWas this helpful?
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Clients express a positive sentiment regarding SRT Accounting Inc.'s overall cost and value for money. One client noted that despite a higher expense of approximately $12,000 CAD, the quality of service and Ted's responsiveness justified the investment. The client emphasized feeling secure and supported, highlighting SRT's proactive approach and honesty as key benefits. Overall, clients recommend the firm for its outstanding service, suggesting that the value provided exceeds the costs involved.Was this helpful?
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UndisclosedUndisclosed250 - 999Colombo, Sri Lanka
Services provided
25% Accounting40% Back Office Outsourcing25% Finance & Accounting Outsourcing (FAO) +1 service10% Sales OutsourcingSee all 1 projectsInfomate is an accounting services company specializing in bookkeeping and data entry. According to reviews, 100% of clients appreciate their strong culture of quality and integrity, while 100% also report timely, proactive service with few errors. However, some suggest that communication skills could be enhanced.
0 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting, Bookkeeping & Data Entry for IoT Software Firm
4.5 — Infomate provides accounting, bookkeeping, and data entry services for an IoT software company. Read moreWas this helpful?
Industry Experience
Infomate has demonstrated expertise in the Software industry, particularly within IoT, providing services like data entry and bookkeeping. Clients commend their process-oriented approach, quality of output, and strong integrity, noting timely delivery and proactive issue resolution. Overall sentiment is positive, with an emphasis on their commitment to empowering women and minorities. Potential clients in the Software industry may find Infomate a suitable fit for data management projects.
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SoftwareWas this helpful?
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Clients commend Infomate for their excellent value relative to cost, highlighting their high-quality data handling and timely delivery. One CEO noted that Infomate was selected due to their good value for cost and alignment with company values. Overall, feedback reflects a positive sentiment regarding cost-effectiveness, although some clients suggest improvements in communication.Was this helpful?
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UndisclosedUndisclosed10 - 49
Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% Financial ConsultingSee all 3 projectsClarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.
Reviews mention Timely
Clients have consistently noted Clarity Tax Group & CPA's commitment to timeliness, with one review highlighting that payroll was 'always on time and correct.' Additionally, the client emphasized that all deliverables were provided 'very much on time.' Overall, the sentiment regarding timeliness is highly positive, indicating that the company effectively meets deadlines and responds promptly to client needs.-
Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 Dec 22, 2025Yes very much on time.
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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 & Tax Preparation for Legal Company
5.0 — Clarity Tax Group & CPA's provided tax preparation services for a legal company. The team worked on domestic and international tax preparation. Read moreWas this helpful?
Industry Experience
Clarity Tax Group & CPA's has garnered positive feedback across various industries, including IT Services and Construction. Clients commend their responsiveness, professionalism, and ability to maintain accurate bookkeeping and payroll services. In the IT sector, they effectively managed tax and bookkeeping needs, while in Construction, they provided timely financial reports and simplified tax processes. Overall, their strengths lie in delivering reliable financial management solutions, making them a suitable choice for businesses in these sectors.
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ConstructionWas this helpful?
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Clients commend Clarity Tax Group & CPA's for their competitive pricing and value, noting that their services fit within budget constraints. One client highlighted that the firm was selected due to its high ratings and affordability, while another emphasized the simplicity and effectiveness of their bookkeeping and payroll services. Overall, the feedback indicates a strong sentiment of satisfaction regarding cost-effectiveness and the quality of service provided.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49
Services provided
40% Accounting30% Back Office Outsourcing30% Finance & Accounting Outsourcing (FAO)See all 2 projectsFourfold Global Business Services Pvt. Ltd. is an accounting services firm specializing in financial statement preparation, bookkeeping, tax preparation, and auditing. The company is lauded for its efficiency, professionalism, and responsive communication, with 100% positive feedback from reviewers highlighting the exemplary standard and timely delivery of services, aligning well with clients' values and budgets.
0 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 praised Fourfold Global Business Services Pvt. Ltd. for their efficient project management and strong alignment with company values. One Managing Director noted a significant boost in back office processing and increased revenue due to their services. Feedback highlighted the company's timely delivery and excellent communication, particularly appreciating their availability. Overall, sentiment remains highly positive, with no indicated areas for improvement.Was this helpful?
1 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 Financial Company
4.5 — Fourfold Global Business Services Pvt. Ltd. provides back-office services for a financial services company. Their work includes preparing financial statements and tax returns. Read moreWas this helpful?
Industry Experience
Fourfold Global Business Services Pvt. Ltd. has demonstrated expertise in the Consulting and Financial Services industries. Clients in Consulting praised their professionalism and timely project execution, while those in Financial Services highlighted their efficiency and ability to boost back office operations. Overall, sentiment is positive across both industries, indicating that they provide reliable and value-driven solutions, making them a suitable choice for clients seeking assistance in accounting, bookkeeping, and financial compliance.
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Consulting Financial servicesWas this helpful?
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Clients consistently highlight Fourfold Global Business Services Pvt. Ltd. for their cost-effectiveness and value for money. One client noted the 'good value for cost' and another emphasized the 'pricing fit our budget.' Both reviews indicated that the services were delivered on time and within budget, showcasing a strong balance of quality and affordability. Overall, the sentiment is positive, with clients expressing satisfaction and no significant areas for improvement.Was this helpful?
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$1,000+$25 - $49 / hr2 - 9Birmingham, England
Services provided
90% Accounting10% Business ConsultingSee all 2 projectsGondal Accountancy Birmingham is a professional accounting services firm specializing in financial advisory, tax preparation, and business consultation. They have garnered positive feedback, with 100% of reviewers praising their punctuality and expertise in accounting. Clients particularly appreciate their reasonable pricing and comprehensive knowledge of legal tax matters, making them a reliable choice for financial reporting and advisory needs.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Restaurant Group
5.0 — A restaurant group hired Gondal Accountancy Birmingham for accounting services. The team is primarily tasked with the company’s payroll and tax, coordinating with HM Revenue and Customs on the Read moreWas this helpful?
Industry Experience
Gondal Accountancy Birmingham has received positive feedback primarily from the real estate industry, highlighting their expertise in chartered accounting, tax advice, and business consultation. Clients commend their knowledge, timely delivery, and reasonable pricing, emphasizing quality work and effective communication. Overall, the sentiment is favorable, showcasing the firm's strengths in financial services and its impactful support for businesses within real estate.
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Real estateWas this helpful?
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Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with Gondal Accountancy Birmingham's pricing, describing their services as 'very reasonable' while acknowledging the high quality and timeliness of their work. One client invested approximately £25,000 and noted the firm's knowledge and effective communication. Overall, the sentiment reflects that clients perceive strong value for money, with no reported areas for improvement in terms of cost.Was this helpful?
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$5,000+Undisclosed2 - 9
Services provided
50% Financial Advising & Planning15% Funding & Investment15% Insurance Services & Brokers +2 services10% Commercial Financing10% IT Strategy ConsultingSee all 2 projectsFxtriangle is a software development company specializing in building trading software. Reviews reflect a positive experience with 100% satisfaction in service quality and project delivery. The company is noted for its quality support staff and effective coordination, though some feedback suggests areas for improvement in turnaround time.
Industry Experience
Fxtriangle has demonstrated expertise primarily in the financial services industry, with clients praising their high-quality delivery and effective project management, particularly in developing trading software. Reviewers noted strong coordination and dedicated support staff as key strengths. While the pricing is perceived as high, the overall sentiment is positive, with feedback indicating that their services are suitable for clients in need of scalable solutions and thorough testing processes.
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Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Fxtriangle is perceived as a high-cost provider, with clients acknowledging that while their prices are steep, the quality of service delivered justifies the expense. One client noted the impressive quality in developing trading software and praised their effective support staff. However, there were mentions of slower turnaround times, indicating a need for improvement in workflow efficiency. Overall, the sentiment reflects a balance between high costs and satisfactory value for money.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.
2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting for Cabinet Refacing Kits Manufacturer
5.0 — VNC Global provides accounting and bookkeeping services for a cabinet refacing kits manufacturer. The team processes daily cash transactions, prepares financial statements, and performs additional Read moreWas this helpful?
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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$1,000+Undisclosed50 - 249Dubai, United Arab Emirates
Services provided
50% Accounting30% Tax Law10% Business Consulting +1 service10% Finance & Accounting Outsourcing (FAO)See all 1 projectsAbdulla Al Mulla Auditing & Accounting is a firm specializing in accounting services, including bookkeeping, financial statement preparation, and tax filing. With a focus on professionalism, they offer prompt communication and well-defined processes. Although not the cheapest option, 100% of their reviews highlight their reliability and competence, especially in accounting work and timely project delivery.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Investment Company
5.0 — Abdulla Al Mulla Auditing & Accounting provides accounting services for an investment company. They submit monthly reports regarding the client's overall financial breakdown, including the Read moreWas this helpful?
Industry Experience
Abdulla Al Mulla Auditing & Accounting has garnered positive feedback primarily from the financial services and hospitality industries. Clients commend their expertise in handling complex accounting tasks and consolidating financial data at the group level. Strengths include timely communication, defined processes, and availability of staff. Although they may charge above market rates, the quality of service is consistently recognized as high. This provider is particularly suitable for organizations seeking reliable and professional accounting support in these sectors.
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Financial servicesWas this helpful?
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Clients generally perceive Abdulla Al Mulla Auditing & Accounting as providing good service, though they note that their pricing is higher than some competitors. One client mentioned that while the firm is not the cheapest option, the quality of service delivered justifies the cost. Overall, the sentiment reflects a balance between value received and the expense incurred, with a strong emphasis on prompt communication and effective project management.Was this helpful?
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$1,000+$100 - $149 / hr2 - 9
Services provided
25% Accounting50% Finance & Accounting Outsourcing (FAO)25% Financial Advising & PlanningSee all 2 projectsCypher provides comprehensive financial services, including bookkeeping and CFO duties, to assist clients in organizing finances and making informed decisions. Reviews highlight Cypher's timely financial reporting and effective communication, with clients valuing their ability to align with company goals and culture. Clients appreciate Cypher's professionalism and suggest expanding services beyond bookkeeping and CFO offerings.
Industry Experience
Cypher has demonstrated strong expertise in the Arts, Entertainment & Music industry, particularly in financial management and bookkeeping for educational institutions. Clients appreciate their timely communication, effective use of technology, and tailored financial solutions. Overall sentiment is positive, highlighting Cypher's ability to enhance operational efficiency and provide reliable support. This makes them a suitable partner for organizations seeking robust financial management in the arts sector.
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Arts, entertainment & musicWas this helpful?
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Clients express satisfaction with Cypher's pricing relative to the value delivered, noting that their bookkeeping and reporting services significantly improved operational efficiency. One client highlighted that the financial reports were readily available for various stakeholders, underscoring the value for money. Overall, the sentiment reflects that Cypher provides high-quality service at a reasonable cost, with timely deliverables and responsive communication enhancing the perceived value.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 2 projectsFinvisor is a financial services company specializing in accounting services, financial advisory, and fractional CFO roles. They received 100% positive feedback, with clients praising their expertise, professionalism, and impactful financial reporting. Around 50% of reviewers emphasized their responsiveness and ability to adapt, while approximately 30% highlighted their value and alignment with company values.
1 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Fractional CFO Services for Flexible Workspace Platform
4.5 — Finvisor serves as a fractional CFO for a flexible workspace platform. The team manages the client's financial responsibilities, including accounting, forecasting, budgeting, and investor Read moreWas this helpful?
Industry Experience
Finvisor has demonstrated expertise across various sectors, notably in health, wellness, and flexible workspace platforms. Clients highlight their strengths in financial reporting, modeling, and advisory services, noting timely delivery and responsiveness. Overall sentiment is highly positive, emphasizing professionalism and strong alignment with company values, making them an ideal partner for businesses seeking reliable financial management and strategic guidance.
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Other industriesWas this helpful?
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Read All ReviewsWhat Clients Have Said
Clients consistently highlight Finvisor's competitive pricing and excellent value for money. One CEO noted that Finvisor's pricing fit their budget while providing a great culture fit and good value. Another client emphasized that Finvisor delivered professional financial services without the high costs typically associated with a full finance department, allowing for effective financial management throughout critical phases of their business.Was this helpful?
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$1,000+$100 - $149 / hrFreelancer
Services provided
10% Accounting50% Business Valuation Services30% Business Consulting +1 service10% Financial ConsultingSee all 2 projectsDevelopment Theory is a business valuation company specializing in calculating ownership interests and facilitating transaction planning. Across their reviews, 100% of reviewers praised their timely delivery and responsiveness, while 50% highlighted the impressive project management and personal attention provided. There were no suggestions for improvement noted by any reviewers.
Reviews mention Knowledgeable
Clients express a strong sentiment regarding Development Theory's expertise, highlighting their extensive knowledge and timely delivery of services. One client noted the 'impressive' knowledge of their expert, emphasizing the personal attention received during the project. The Co-Owner of Sulu's Espresso Cafe specifically mentioned their faith in the owner's knowledge as a key factor in selecting Development Theory, further reinforcing the company's reputation for being knowledgeable and responsive to client needs.-
Business Valuation Services for Coffee Shop
5.0 Sep 11, 2024All questions were answered with an extensive understanding of our company's financial condition. The information provided will be very beneficial for the sale of the business and property. The knowledge of our expert was most impressive.
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Industry Experience
Development Theory demonstrates expertise in the Consumer Products & Services and Food & Beverages industries. Clients commend their timely delivery of valuation reports and responsive project management, highlighting strengths in business valuation and exit planning. Overall sentiment is highly positive, with clients appreciating the personalized attention and comprehensive understanding of their financial situations. This firm may be a strong fit for businesses in similar sectors seeking valuation and planning services.
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Consumer products & services Food & BeveragesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently highlighted Development Theory's competitive pricing and the overall value for money they provide. One client noted that their pricing 'fit our budget' and emphasized 'good value for cost.' Another client praised the timely delivery of a comprehensive valuation report, remarking that the information provided was 'very beneficial' for their business sale. Overall, the sentiment reflects satisfaction with both the cost and the quality of services rendered.Was this helpful?
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$1,000+$50 - $99 / hr2 - 9Barranquilla, Colombia
Services provided
10% Accounting50% Finance & Accounting Outsourcing (FAO)20% Commercial Financing +2 services10% Business Consulting10% Financial Advising & PlanningSee all 1 projectsCardem Consulting is a consulting firm specializing in credit analysis and risk management solutions for financial services. The reviews indicate a strong satisfaction with their services, highlighting their expertise, timely delivery, and innovative approaches in credit evaluations. Impressively, 100% of the feedback is positive, underscoring their ability to tailor solutions that align with client needs and industry challenges.
Industry Experience
Cardem Consulting has demonstrated significant expertise in the financial services industry, particularly in invoice factoring. Clients have praised their ability to enhance credit analysis capabilities, improve risk management, and streamline processes, resulting in accurate evaluations and reduced financial losses. Overall sentiment reflects strong satisfaction with their tailored solutions, timely delivery, and deep understanding of industry challenges, making them a suitable partner for firms seeking to optimize credit analysis and risk management in finance.
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Financial servicesWas this helpful?
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Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with Cardem Consulting's pricing, noting it fits within their budget while providing good value for the cost. One client highlighted the company's ability to deliver tailored solutions that enhanced their credit analysis capabilities, improving both accuracy and risk management. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of service offered by Cardem Consulting, with no reported areas for improvement.Was this helpful?
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UndisclosedUndisclosed10 - 49Jackson Heights, NY
Services provided
80% Accounting10% Finance & Accounting Outsourcing (FAO)10% Financial Advising & PlanningSee all 2 projectsBraj Aggarwal, CPA, P.C. is a reputable accounting firm specializing in Accounting Services, Financial Auditing, and Financial Statement Preparation. The firm receives high praise from clients, with 100% of reviews noting their timely and effective services. Clients commend their full-suite offerings and personalized communication, which are often compared favorably to larger firms.
Reviews mention Accessible
Clients express high satisfaction with Braj Aggarwal, CPA, P.C. regarding accessibility. One reviewer noted the ease of communication, stating that interactions were smooth through phone, email, and in-person meetings, especially highlighting the firm's willingness to educate clients during discussions. The firm's smaller size facilitates direct contact with the owner, enhancing responsiveness. Overall, the sentiment is positive, with clients appreciating the firm's approachable nature and effective communication strategies.-
Financial Auditing Services for Steel Manufacturing Company
5.0 Sep 20, 2021With Braj Aggarwal, it was a very smooth process. We communicated through phone, email, and personal meetings. Braj Aggarwal documents many of these communications for their own processes. Communication was informal for email and documents, and part of it was over the phone and in person. Usually, the majority of the audit will be in person; but it was only after COVID-19 that the scenario got changed more toward the virtual means.
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2 of 2 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Technology Company
5.0 — Braj Aggarwal, CPA, P.C has provided accounting services for a technology company. Read moreWas this helpful?
Industry Experience
Braj Aggarwal, CPA, P.C. demonstrates strong expertise in the IT Services and Manufacturing sectors. Clients in IT praised their full-suite accounting services and effective communication, highlighting timely support and exceeding expectations. In Manufacturing, their auditing capabilities were noted for compliance with standards and efficient processes, facilitating smooth audits. Overall, client sentiment is positive, particularly in the technology and manufacturing industries, making them a suitable choice for firms seeking responsive and knowledgeable accounting and auditing services.
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IT Services ManufacturingWas this helpful?
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Read All ReviewsWhat Clients Have Said
Clients express a positive sentiment regarding the cost and value for money offered by Braj Aggarwal, CPA, P.C. One client noted their investment ranged from $50,000 to $200,000, and described the service as exceeding expectations, emphasizing the firm's timely and effective delivery. Another reviewer highlighted the firm's full-suite accounting services as excellent, indicating a perception of high value relative to cost. Overall, feedback suggests that clients find the firm’s pricing appropriate given the quality of service provided.Was this helpful?
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$1,000+$50 - $99 / hr2 - 9
Services provided
80% Business Consulting10% Commercial Financing10% Financial Advising & PlanningSee all 1 projectsVaisus Consulting is a professional consulting firm specializing in business training and strategic planning services. Their clients commend their dedication, with 100% of reviewers highlighting their professionalism and commitment to going the extra mile. The company successfully trained 60 business owners, demonstrating effective client engagement and impactful outcomes.
Industry Experience
Vaisus Consulting has received positive feedback from the nonprofit sector, highlighting their expertise in training programs focused on strategic planning and business principles. Clients commend their professionalism, quality services at fair prices, and the effective impact of their training on engaging business owners and entrepreneurs. The overall sentiment reflects a strong alignment with nonprofit needs, making Vaisus Consulting a valuable partner for organizations seeking to enhance their operational effectiveness.
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NonprofitWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have praised Vaisus Consulting for providing quality services at a fair price, indicating a strong perception of value for money. One client noted their professionalism and commitment to going the extra mile, which enhances the overall cost-effectiveness of their offerings. The training provided led to successful outcomes, such as engaging and training 60 business owners, further supporting the sentiment that Vaisus delivers significant value relative to its pricing.Was this helpful?
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
90% Accounting5% Business Consulting5% Finance & Accounting Outsourcing (FAO)See all 1 projectsTrue Accounting & Finance Experts is a specialized firm providing comprehensive accounting services, including financial audits and financial reporting. With 100% positive feedback, clients commend their ability to improve financial organization and documentation while ensuring compliance with regulatory standards. Additionally, 100% of reviewers highlight their effective project management and simple communication of complex financial matters.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsUnknown avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Financial Audit Services for Housing Services Company
5.0 — True Accounting & Finance Experts completed a financial audit for a housing services company. The team submitted all required documents to the state to help the client maintain their federal Read moreWas this helpful?
Industry Experience
True Accounting & Finance Experts have demonstrated expertise primarily in the Home Services industry, specifically in providing financial auditing and compliance support for organizations serving children. Clients have praised their organized project management, proactive approach, and ability to simplify complex processes, which led to improved financial organization and compliance. Overall sentiment indicates a strong alignment with clients' needs and a positive impact on maintaining federal funding and enhancing internal controls.
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Read All ReviewsWhat Clients Have Said
Clients commend True Accounting & Finance Experts for delivering high-quality services at a reasonable cost, demonstrating excellent value for money. One client noted their financial audit was completed on time, ensuring compliance and maintaining federal funding without interruptions. The proactive project management and ability to simplify complex processes were particularly appreciated. Overall, the feedback reflects a strong satisfaction with the company's pricing relative to the quality of services provided, with no significant areas for improvement identified.Was this helpful?
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$1,000+< $25 / hr2 - 9
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 1 projectsVNC Australia is an accounting services firm specializing in Xero-based bookkeeping, accounts payable, accounts receivable, payroll, and financial reviews. The company is praised for its professionalism, affordability, and effective communication, with 100% positive feedback highlighting client satisfaction and improved financial confidence. Clients appreciate their timely delivery and project management skills.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsUnknown avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Consulting Company
5.0 — VNC Australia provides Xero-based bookkeeping services, including accounts receivable, accounts payable, payroll, and financial reviews, to a consulting company and their end clients. Read moreWas this helpful?
Industry Experience
VNC Australia has demonstrated expertise in the Consulting industry, particularly in providing Xero-based bookkeeping services. Clients have praised their professionalism, affordability, and clear communication, resulting in improved client retention and satisfaction. The company excels in accounts payable and payroll management, showcasing strengths in project management and timely delivery. Overall, their services are well-suited for small to medium organizations seeking reliable financial support.
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Read All ReviewsWhat Clients Have Said
Clients have expressed positive sentiment regarding VNC Australia's affordability and value for money, noting that their pricing aligns well with budget expectations. One client highlighted their cost-effective services, which contributed to increased customer satisfaction and retention. Additionally, while the overall service quality is commendable, there is a request for clearer communication regarding the specifics of service delivery and associated costs.Was this helpful?
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UndisclosedUndisclosed10 - 49Boise, ID
Services provided
100% AccountingSee all 1 projectsJTC CPAs is a company specializing in comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. They achieved a 95% client satisfaction rate, enhancing financial accuracy by 25% and reducing tax filing errors by 30%. Reviewers consistently highlight their attention to detail, technical expertise, and client-focused approach.
1 of 1 reviews is 5 stars1 new review for Accounting servicesLess than $10,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In recent reviews, JTC CPAs received positive feedback for their organized project management and effective communication, resulting in a 25% improvement in financial accuracy and a 30% reduction in tax filing errors. Clients praised their attention to detail and client-focused approach, noting a 95% satisfaction rate. The team was commended for timely deliverables and adaptability to client needs, reflecting a strong commitment to project success without identified areas for improvement.Was this helpful?
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 & Financial Advising for Marketing Company
5.0 — JTC CPAs provided accounting and financial advisory services for a marketing company. The team handled monthly bookkeeping, tax preparation, payroll processing, and financial reporting and advisory Read moreWas this helpful?
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Clients have expressed high satisfaction with JTC CPAs' pricing, noting that their costs fit within budget constraints while delivering substantial value. One client highlighted the company's ability to improve financial accuracy by 25% and reduce tax errors by 30%, indicating a strong return on investment. Overall sentiment reflects that JTC CPAs provides excellent value for money through their organized project management and client-focused solutions, making them a commendable choice for businesses seeking reliable accounting services.Was this helpful?
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$1,000+< $25 / hr2 - 9
Services provided
60% Accounting10% Business Consulting10% Compliance Consulting +2 services10% Finance & Accounting Outsourcing (FAO)10% Financial Advising & PlanningSee all 1 projectsAccounting Solutions Manchester is an accounting firm specializing in services such as tax filing and financial advisory. Their reviews highlight a 100% positive feedback rate, emphasizing their genuine approach, attention to detail, and accessibility. Clients appreciate the knowledgeable and approachable nature of their accountants, with all reviews noting improved business outcomes and successful corporation tax filing assistance.
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 Architecture Firm
5.0 — An architecture firm has hired Accounting Solutions Manchester to help them file their corporate tax. The team provides accounting advice to help the client improve their business and generate more Read moreWas this helpful?
Industry Experience
Accounting Solutions Manchester has received positive feedback primarily from the construction and architecture sectors. Clients commend their expertise in corporation tax filing and their ability to provide valuable business advice that enhances revenue. Strengths include attention to detail, professionalism, and a personal approach to client relations. Overall sentiment is highly favorable, indicating a strong fit for businesses in the construction and architecture industries seeking reliable accounting support.
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ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with Accounting Solutions Manchester's pricing, noting it as a good fit for their budget and highlighting the firm as providing great value for the cost. One client emphasized that the firm offered invaluable advice that improved their business, further reinforcing the positive sentiment regarding the balance of cost and value received. Overall, the feedback reflects a strong perception of value relative to pricing, with no identified areas for improvement.Was this helpful?
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UndisclosedUndisclosed10 - 49Harvard, MA
Services provided
40% Accounting20% Commercial Financing20% Financial Advising & Planning +1 service20% Financial ConsultingSee all 1 projectsAlexander Accountants, CPAs is an accounting services firm specializing in tax preparation, financial reporting, and financial advisory. Reviews highlight their expertise and effective tax-saving strategies, achieving significant client savings. Clients praise their communication and accuracy, with 100% positive feedback noting their knowledge and timely project delivery.
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 & Tax Filing Consulting for Marketing Agency
5.0 — Alexander Accountants, CPAs provides consulting services regarding a marketing agency's company structure for tax savings. The team works with the client to provide yearly tax guidance. Read moreWas this helpful?
Industry Experience
Alexander Accountants, CPAs has demonstrated substantial expertise in the Advertising & Marketing industry, particularly in structuring companies for tax efficiency. Clients appreciate their timely delivery, clear communication, and extensive knowledge, leading to significant tax savings, such as a reported $15,000. The overall sentiment is highly positive, suggesting they are well-suited for businesses in need of financial consulting and tax strategy, especially those aligned with their culture and values.
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Clients have praised Alexander Accountants, CPAs for offering good value for the cost of their services. One client noted that they spent less than $10,000 and achieved $15,000 in tax savings, highlighting a significant return on investment. Overall sentiment reflects satisfaction with the company's pricing structure and the quality of services received, with no noted areas for improvement.Was this helpful?
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$1,000+< $25 / hr10 - 49
Services provided
70% Accounting30% Financial Advising & PlanningSee all 3 projectsAmbit Tax & Accounting specializes in bookkeeping, tax preparation, and accounting services, providing outsourced support to businesses. Reviews highlight their flexibility, responsiveness, and ability to meet tight deadlines, with over 90% of feedback noting their adaptability and strong project management skills. Clients appreciate their commitment to long-term relationships and their skilled staff.
Reviews mention Knowledgeable
Clients commend Ambit Tax & Accounting for their extensive knowledge and adaptability in bookkeeping and tax services. One client highlighted their team's willingness to learn and adapt to specific processes, stating, "Even if they are unfamiliar with a process, they are always willing to learn, adapt and continue to support our success." Overall sentiment reflects confidence in Ambit's expertise, with clients appreciating their proactive communication and commitment to long-term relationships.-
Outsourced Bookkeeping Support for CPA Firm
4.5 Oct 18, 2022Even if they are unfamiliar with a process, they are always willing to learn, adapt and continue to support our success. I do appreciate that they compensate for this with overcommunication and the willingness and eagerness to always learn and expand their knowledge base of competencies.
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1 of 2 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping Services for Business Consulting Company
5.0 — Ambit KPO Services acts as an outsourced accounting partner for a business consulting company. The team’s task mainly involves providing bookkeeping services for third-party clients. Read moreWas this helpful?
Industry Experience
Ambit Tax & Accounting has received positive feedback across industries such as consulting and business services. Clients commend their bookkeeping and tax preparation expertise, highlighting their adaptability and responsiveness. The firm demonstrates strong project management and effective communication using various platforms. Overall sentiment is favorable, particularly for businesses seeking flexible, reliable accounting support. Potential clients in consulting and business services would likely find Ambit a suitable partner for their accounting needs.
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Consulting Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend Ambit Tax & Accounting for their flexible and accommodating pricing structures, which align well with varying project needs. One client noted their monthly investment of $10,000, highlighting the value received in terms of accurate bookkeeping and timely project management. Another emphasized the firm's willingness to adapt to client processes despite initial learning curves, reinforcing a strong perception of value for money. Overall, sentiment regarding cost-effectiveness is positive, with clients appreciating the balance of quality service and affordability.Was this helpful?
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UndisclosedUndisclosed50 - 249Sydney, Australia
Services provided
100% AccountingSee all 1 projectsTaxAssist Accountants is a professional accounting services firm offering expertise in bookkeeping, tax preparation, and financial advisory. Clients commend their punctuality, effective communication, and team-based approach, with 100% of reviewers highlighting their professionalism and ability to meet government deadlines. Their experience in VAT and financial reporting is particularly noted, making them a reliable choice for businesses needing comprehensive accounting support.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax & Accounting for E-Commerce Company
5.0 — TaxAssist Accountants performs accounting and bookkeeping for an e-commerce brand. They also help with government regulations for taxation and import and export. It's an ongoing partnership. Read moreWas this helpful?
Industry Experience
TaxAssist Accountants has demonstrated expertise primarily in the consulting and e-commerce industries, particularly with businesses involved in the sale of goods. Clients commend their professionalism, timely compliance with government deadlines, and proactive communication. They effectively support clients in navigating taxation complexities, especially regarding VAT and international trade. Overall sentiment is highly positive, positioning TaxAssist Accountants as a strong choice for businesses seeking reliable accounting solutions, particularly in e-commerce and consulting sectors.
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ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with TaxAssist Accountants' pricing, indicating that the overall investment of approximately £8,000 (around $11,000 USD) was justified by the quality of service received. Feedback highlights their professionalism, timely completion of tasks, and proactive communication as key value drivers. One client noted their expertise in navigating complex tax regulations, which contributed significantly to the perceived value, stating, 'I can’t fault them for anything that they do.'Was this helpful?
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UndisclosedUndisclosed10 - 49Columbia, MD
Services provided
50% Accounting25% Commercial Financing25% Funding & InvestmentSee all 1 projectsBarney And Company is an accounting services firm specializing in estate planning and tax preparation. Reviews indicate a 100% satisfaction rate, with clients praising their professional, timely service and reasonable costs. Many reviewers recommend the firm for both personal and business needs, highlighting their personable approach and effective communication.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Estate Planning & Taxes for Nonprofit
5.0 — Barney And Company provided estate planning and tax services for a nonprofit. They were hired for their reasonable prices and quality results. Read moreWas this helpful?
Industry Experience
Barney And Company has received positive feedback primarily from clients in the nonprofit sector, particularly emphasizing their expertise in estate planning and taxes. Clients appreciate their professional and timely service, alongside transparent billing practices. The overall sentiment is highly favorable, with clients noting the firm's personable approach and effective communication. This suggests that organizations in need of reliable financial and tax-related services may find Barney And Company to be a suitable partner.
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NonprofitWas this helpful?
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Clients have consistently noted that Barney And Company offers reasonable pricing and excellent value for money. One reviewer highlighted the firm's cost as 'very reasonable' with an 'upfront' billing structure that avoids surprises. Overall sentiment reflects satisfaction with both the quality of service and the affordability, leading clients to recommend the company for various needs, including estate planning and taxes.Was this helpful?
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Undisclosed< $25 / hr50 - 249Kadawatha, Sri Lanka
Services provided
20% Accounting20% Back Office Outsourcing20% Finance & Accounting Outsourcing (FAO) +6 services15% Call Center Services5% Customer Service Outsourcing5% Data Annotation Services5% Financial Advising & Planning5% Logistics & Supply Chain Consulting5% StaffingSee all 3 projectsPNB Holdings Pvt Ltd offers services such as bookkeeping and accounting consultation, with a focus on financial reporting and data entry into a company's accounting system. Overall feedback highlights their timely delivery, motivated and knowledgeable staff, and a strong cultural fit for clients.
Industry Experience
PNB Holdings Pvt Ltd has demonstrated expertise primarily in the manufacturing industry, specifically in genuine leather production. Clients commend their efficiency in payroll processing, employee file management, and finance function restructuring. Notable strengths include timely deliverables, strong communication, and a deep understanding of business challenges. Overall, feedback reflects a positive sentiment towards their reliable and professional approach, making them a suitable partner for manufacturing projects.
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ManufacturingWas this helpful?
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Clients have praised PNB Holdings Pvt Ltd for their competitive pricing and overall value for money. A Managing Director noted that their pricing fit within budget and offered good value relative to the services provided. The company's integrity and ability to deliver on promises were also highlighted, indicating a strong alignment between cost and quality of service. Overall sentiment reflects satisfaction with the financial investment made in their services.Was this helpful?
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Undisclosed$50 - $99 / hr10 - 49Toronto, Canada
Services provided
100% AccountingSee all 2 projectsMIAccounting & Income Tax Inc. is an accounting services firm specializing in tax preparation, bookkeeping, and financial advisory services. Client reviews highlight a 100% positive experience, praising the company's effectiveness in financial management and business plan development. Reviewers frequently mention the firm's industry knowledge, personalized service, and strong network connections as key strengths.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Tax Services for Automotive Parts Company
5.0 — MIAccounting & Income Tax Inc. provides accounting, bookkeeping, payroll, and tax services for an automotive parts company. They provide general accountants who handle the company's back office Read moreWas this helpful?
Industry Experience
MIAccounting & Income Tax Inc. has received positive feedback primarily from clients in the Wellness & Fitness industry. Their expertise in creating business plans and optimizing tax setups has been well noted, showcasing their ability to effectively manage both personal and corporate taxes. Clients appreciate their timely delivery, industry knowledge, and strong networking capabilities. Overall, the sentiment reflects a strong alignment with small business needs, making them a suitable partner for wellness-focused enterprises.
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Wellness & FitnessWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise MIAccounting & Income Tax Inc. for their competitive pricing and strong value for money. One CEO highlighted that the company's pricing fit their budget while providing good value for the cost, alongside effective management of personal and corporate taxes. The firm was selected based on high ratings and a cultural fit, indicating that clients appreciate both affordability and comprehensive service quality.Was this helpful?
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
Services provided
70% Accounting30% Business ConsultingSee all 1 projectsKennerley & Co is an accounting services firm specializing in tax preparation, bookkeeping, and financial reporting. Reviews highlight their exceptional timeliness and communication, with 100% positive feedback on their proactive approach and responsiveness, underscoring their commitment to client satisfaction and effective project management.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services & Tax Prep for Consultancy Startup
5.0 — In addition to providing recommendations, Kennerly & Co manages accounting and tax preparation. Their work includes managing GST returns, filing taxes, and answering all financial questions. Read moreWas this helpful?
Industry Experience
Kennerley & Co has demonstrated expertise primarily in the Consulting industry, where they have effectively supported businesses with accounting needs, including tax preparation and financial reporting. Clients praised their responsiveness, organization, and proactive communication, noting that they consistently meet deadlines and maintain effective engagement. Overall sentiment reflects a strong satisfaction with services rendered, making them a suitable choice for clients seeking reliable accounting assistance in the consulting space.
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ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Kennerley & Co as providing good value for money, with feedback highlighting their responsiveness and proactive communication. One client noted an investment of $1,875 for ongoing services, emphasizing the timely filing of returns and effective management of accounting tasks. The overall sentiment reflects satisfaction with the company's pricing relative to the quality of service, with no suggestions for improvement mentioned by clients.Was this helpful?
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$1,000+Undisclosed2 - 9Grandchester, Australia
Services provided
55% Business Consulting35% Financial Advising & Planning10% Financial ConsultingSee all 1 projectsCoast to Country Solutions is a consulting firm specializing in financial benchmarking and business performance diagnostics. With 100% positive feedback, clients commend their exceptional project management, timely delivery, and tailored strategies that significantly enhance profit margins and business value. Their commitment to understanding unique business challenges and delivering customized solutions is particularly impressive.
Industry Experience
Coast to Country Solutions has received positive feedback primarily from the IT Services industry, where they demonstrated expertise in financial benchmarking and business performance diagnostics. Clients praised their customized approach, timely project management, and strong communication skills. Emphasizing measurable outcomes, such as improved profit margins and operational efficiency, their impact is notable in enhancing business value and customer satisfaction. Their strengths are particularly aligned with businesses seeking tailored consulting solutions in digital marketing and performance improvement.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise Coast to Country Solutions for their competitive pricing and high value for money. One review noted the company's pricing fit the client's budget and highlighted the good value received relative to costs. Additionally, the exceptional project management and timely delivery of results were frequently mentioned, reinforcing the perception that clients received significant returns on their investment. Overall, the sentiment reflects a strong satisfaction with the cost-effectiveness of their services.Was this helpful?
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
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
List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999Pasig, Philippines
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
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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