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Spear CPA CFP

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We make your business life easier.

We help New York City and State business owners save thousands of dollars in taxes, grow their business & stay legal and compliant.

  • Min project size
    $1,000+
  • Hourly rate
    $100 - $149 / hr
  • Employees
    2 - 9
  • Locations
    New York, NY
  • Year founded
    Founded 2004

1 Locations

  • New York , NY

Service Lines
Accounting
80%
Business Consulting
10%
Financial Consulting
10%
Select Focus Area
General Accounting Focus
Bookkeeping
34%
Financial Accounting
33%
Management Accounting
33%
Accounting Software Specialist
QuickBooks Accounting & Implementation
75%
Xero Accounting & Implementation
25%
Business Consulting Focus
Strategy Development Consulting
51%
Operational Change Consulting
49%
Financial Consulting Focus
Cost Reduction Consulting
100%
Tax Focus
Corporate Tax Services
75%
Tax Preparation
25%
Industries
Business services
20%
Dental
20%
Legal
20%
Medical
20%
Retail
10%
eCommerce
10%
Clients
Small Business (<$10M)
100%

Pricing Snapshot

Min. project size $1,000+
Avg. hourly rate $100 - $149 /hr
Rating for cost 4.9 /5

What Clients Have Said

Spear CPA CFP offers competitive pricing, with clients investing between $6,500 and $200,000 depending on their needs. Clients report high satisfaction with the value received, noting effective communication and personalized service that enhances financial management.

This summary is based on verified Clutch reviews.

Most Common Project Size

$50,000 - $199,999 based on 9 reviews
< $49,999 $50,000 - $199,999 $200,000 - $999,999 > $1,000,000
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Spear CPA CFP Review Insights

Overall Review Rating

5.0
  • Quality 5.0
  • Schedule 5.0
  • Cost 4.9
  • Willing to Refer 5.0

Top Mentions

Review Highlights

  • Comprehensive Financial Services

    The firm offers a wide range of services, including bookkeeping, tax preparation, financial planning, and business consulting, which are highly valued by clients for their breadth and depth.

  • High Client Satisfaction

    Clients frequently express high satisfaction with Spear CPA CFP's services, often recommending them to others and noting the ease and efficiency of their accounting processes.

  • Strong Project Management Skills

    Their project management capabilities are highly regarded, with clients noting their proactive approach, timely updates, and effective use of technology for seamless service delivery.

  • Long-term Client Relationships

    Many clients have maintained long-term partnerships with Spear CPA CFP, reflecting satisfaction with their services and trust in their ability to consistently meet financial needs over the years.

  • Professional and Responsive Service

    Spear CPA CFP is consistently praised for their professionalism, responsiveness, and helpfulness. Clients appreciate their prompt communication and ability to handle inquiries efficiently, which fosters a strong client relationship.

Spear CPA CFP Reviews

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Business Accounting for Hospitality Branding Consultant

  • Accounting
  • Tax Consulting Bookkeeping
  • $50,000 to $199,999
  • June 2008 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"He has performed above and beyond, I’ve been with him for a long time. I trust him. He’s very consistent."

Dec 8, 2020
Founder, Hospitality Branding Consultancy
Anonymous
Verified
  • Advertising & marketing
  • New York City, New York
  • 1-10 Employees
  • Phone Interview
  • Verified

A hospitality branding company hired Spear CPA CFP to be their accountant. They conduct analysis, keep the books, try to lower taxes, and keeps the business in compliance with tax laws. 

Showing 11-11 of 11 Reviews

Locations (1)

315 Madison Avenue, 3rd Floor New York, NY, United States 10017

6 - 9

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