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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

No have been added yet...

    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 reporting investments ranging from $6,500 to nearly $1 million over time. Clients express high satisfaction, emphasizing value for cost through effective tax planning and personalized service, making them a trusted partner for various business needs.

    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

    • Consistent High Performance

      Multiple clients report that Spear CPA CFP consistently performs above and beyond expectations, providing reliable and trustworthy service over many years.

    • Exceptional Customer Service

      The team at Spear CPA CFP is frequently described as responsive, helpful, and professional. They are easy to reach through multiple communication channels like phone, email, and Zoom, ensuring timely responses and support.

    • Effective Communication and Transparency

      Clients highlight the importance of transparent communication with Spear CPA CFP. Providing detailed business information helps the team offer tailored and effective solutions.

    • Personalized Attention

      Clients appreciate the personalized attention and detailed understanding of their businesses. Spear CPA CFP provides individualized advice and support, making clients feel valued and understood.

    • Long-term Client Relationships

      Many clients have maintained long-term relationships with Spear CPA CFP, some spanning over a decade. This demonstrates a high level of trust and satisfaction with their services.

    Spear CPA CFP Reviews

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    Accounting Services for Stone & Tile Company

    • Accounting
    • $50,000 to $199,999
    • June 2015 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    “I am happy because they’re amazing to work with.”

    President, Stone Age
    Valentin Tudor
    • Manufacturing
    • Brooklyn, New York
    • 11-50 Employees
    • Phone Interview 
    • Verified

    Spear CPA CFP handles the bookkeeping and tax preparations and filing for a stone and tile company. They utilize QuickBooks to manage the client’s account, posting monthly reports through a shared portal.

    Accounting Services for Wholesale Business

    • Accounting
    • Confidential
    • Dec. 2018 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    “They’re always on top of their game.”

    Owner, Wholesale Company
    Anonymous
    • Consumer Products
    • Rochester, New York
    • 11-50 Employees
    • Phone Interview 
    • Verified

    Spear CPA CFP provides accounting services for a wholesale company. They help the client with acquiring loans and saving money on tax deductions. They’ve also provided accounting and bookkeeping services. 

    Accounting Services for Eyewear Manufacturing Company

    • Accounting Financial Advising & Planning
    • $10,000 to $49,999
    • June 2008 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    “Spear CPA CFP has helped us tremendously. I’m 100% satisfied with their services.”

    CEO, EAG Labs
    Eric Graves
    • Manufacturing
    • Mount Vernon, New York
    • 11-50 Employees
    • Phone Interview 
    • Verified

    Spear CPA CFP provides bookkeeping, tax planning, and accounting services to an eyewear manufacturing company. They also provide consulting and advice the client to help them make healthy financial decisions.

    Tax and Financial Services for Law Firm

    • Accounting Finance Law Tax Law
    • Confidential
    • Jan. 2010 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    “Hire them because they’re the best.”

    Attorney, Law Firm
    Anonymous
    • Legal
    • Kingston, New York
    • 1-10 Employees
    • Phone Interview 
    • Verified

    A law firm hired Spear CPA CFP for taxes and payroll. Spear CPA CFP provides the client with financial planning, audits, consulting services, and financial recommendations.

    Accounting for Commercial Real Estate Construction Firm

    • Accounting
    • $50,000 to $199,999
    • Apr. 2013 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    4.5
    Willing to Refer
    5.0

    “I love that I don’t have to wait to get my bookkeeping taken care of.”

    President, Silver Slate Group LLC
    Anonymous
    • Construction
    • New York City, New York
    • 11-50 Employees
    • Phone Interview 
    • Verified

    Spear CPA CFP provides accounting services for a commercial building and development company. Their work includes EOY financial reports, tax returns, and financial advice.

    Accounting & Consulting for A/V Company

    • Accounting
    • $200,000 to $999,999
    • Jan. 2007 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    4.5
    Willing to Refer
    5.0

    "Communication is the best."

    Former CEO, Young & Otero, Inc.
    Jack Young
    • Financial services
    • New York City, New York
    • 1-10 Employees
    • Phone Interview 
    • Verified

    Spear CPA CFP provided business accounting services for an audiovisual company. Along with assisting with their taxes, they helped them changed over to a S-Corp. and helped with the business's sale. 

    Business Accounting for Tutoring Company

    • Accounting
    • $10,000 to $49,999
    • June 2004 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Sign up with Spear CPA CFP."

    Owner, Glazier Premier Tutoring
    Glenn Glazier
    • Business services
    • New York City, New York
    • 1-10 Employees
    • Phone Interview 
    • Verified

    A private tutorial practice hired Spear CPA CFP for their accounting services. The accountant takes care of all the client's business taxes. They also provide business insight and guidance regarding payroll. 

    Accounting for Insurance-Focused Research Firm

    • Accounting
    • $50,000 to $199,999
    • Nov. 2004 - Ongoing
    4.5
    Quality
    4.5
    Schedule
    5.0
    Cost
    4.5
    Willing to Refer
    5.0

    “They took the time to learn about my niche industry, helping them closely understand the nuances of my business.”

    CEO, Personal Touch Research
    Keith Johnson
    • Business services
    • New York City, New York
    • 11-50 Employees
    • Phone Interview 
    • Verified

    Spear CPA CFP assisted a real estate insurance research company in establishing their LLC. From there, they've served as the company's accountants, handling bookkeeping, taxes, and audits.

    Accounting for Executive Life Coaching Company

    • Accounting
    • $200,000 to $999,999
    • Jan. 2000 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    “They’ve made my life so much easier.”

    Chief Executive Officer
    Errol Gluck
    • Business services
    • New York City, New York
    • 1-10 Employees
    • Phone Interview 
    • Verified

    Spear CPA CFP manages bookkeeping, accounting, payroll, and tax preparation for a life coaching company. The client forwards them information, and they execute accordingly.    

    Accounting & Financial Services for Marketing Agency

    • Accounting
    • $200,000 to $999,999
    • Dec. 2005 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Spear has been instrumental in guiding me and my business."

    CEO, Rise and Set
    Jed Weinstein
    • Advertising & marketing
    • New York City, New York
    • 11-50 Employees
    • Phone Interview 
    • Verified

    Spear CPA CFP is the long-term accounting partner to a marketing agency. The team manages all financial responsibilities, including accounting, bookkeeping, and general advising.

    Locations (1)

    6 - 9

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