Leave a Review For Providers 0 0
  • Post a Project
Spear CPA CFP Logo

Spear CPA CFP

Contact Spear CPA CFP

Get a custom proposal

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 based on service complexity. Clients appreciate the value for cost, citing excellent responsiveness and tailored advice that often leads to significant tax savings and efficiency gains.

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
Learn more about SEO pricing

Select a service to see pricing information

Highly Rated Similar Providers

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

  • Effective Communication and Accessibility

    The team at Spear CPA CFP is highly accessible, maintaining open lines of communication through various channels. Clients appreciate their responsiveness and the clarity with which they explain financial matters, ensuring clients are well-informed.

  • Proactive and Detail-Oriented Approach

    Spear CPA CFP is recognized for their attention to detail and proactive approach. Clients note their ability to anticipate issues and address them promptly, minimizing potential financial pitfalls and optimizing outcomes.

  • Seamless Integration with Client Processes

    Spear CPA CFP is praised for smoothly integrating with client operations, providing a seamless experience. Their ability to work closely with in-house teams and adapt to client-specific processes enhances the overall service delivery.

  • Highly Knowledgeable and Experienced

    Reviews highlight Spear CPA CFP’s deep expertise in accounting and financial planning. Their understanding of tax laws and industry-specific nuances enables them to offer tailored solutions and strategic advice, which clients find invaluable.

  • Client Satisfaction and Long-Term Engagements

    Many clients express high satisfaction with Spear CPA CFP’s services, often maintaining long-term engagements. The firm’s ability to consistently meet or exceed expectations is a key factor in client retention and referrals.

Spear CPA CFP Reviews

Submit a Review
All Filters

0 selected

Sort by
Services
Project Cost
Industry
Location

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

If you’re not seeing exactly what you need here, send this company a custom message. You can talk about your project needs, price, and timeline to get started on your project.

Get connected to see updates from Spear CPA CFP like new case studies, latest reviews, their latest masterpieces in their portfolio, delivered straight to you.

Additional Connections

(1)