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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

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    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

    • 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.

    • Proficiency in Accounting and Tax Services

      Clients consistently praise Spear CPA CFP for their extensive knowledge and proficiency in bookkeeping, tax preparation, tax planning, and financial advice. They use QuickBooks to manage records and provide valuable tax-saving strategies.

    • 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.

    • Seamless Integration with In-House Teams

      Spear CPA CFP is praised for their ability to seamlessly integrate with clients' in-house teams, ensuring smooth operations and collaborative effort in managing financial tasks.

    • Highly Recommended by Clients

      Many clients have recommended Spear CPA CFP to other businesses and individuals, reflecting their high level of satisfaction and trust in the services provided.

    Spear CPA CFP Reviews

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    Business Accounting for Hospitality Branding Consultant

    • Accounting
    • $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

    Contact Spear CPA CFP

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