Top Accounting Firms in the United States
From Wall Street finance in New York to fast-growing startups in Austin and San Francisco, the United States hosts a deep bench of accounting talent. U.S.-based CPA firms help organizations stay compliant with GAAP and IRS rules while optimizing cash flow, tax strategy, and reporting.
On Clutch, you can evaluate partners by verified client reviews, industry focus, service lines, and budgets — from boutique controllers to Big 4 accounting credentials. Filter by location, hourly rate, or specialties like tax and accounting services, audit and assurance, and outsourced CFO support to find the right fit. Start by exploring national leaders or refine your search to a specific state or metro area:
• Accounting Companies in San Francisco
• Accounting Companies in Dallas
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Featured
What are Featured Providers?
UndisclosedUndisclosed50 - 249Serves United StatesServices provided
See all 31 projects1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.
Undisclosed$200 - $300 / hr10 - 49Serves United StatesServices provided
See all 36 projectsGeorge Dimov, CPA is an accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.
$1,000+Undisclosed50 - 249Serves United StatesServices provided
See all 12 projectsCoCountant is a proficient accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. Across all reviews, clients commend their responsiveness and high-quality service, with 100% of reviewers noting timely deliverables and their ability to adapt to client needs. Key strengths include their comprehensive bookkeeping services and audit-ready financial statement preparation, while an area for improvement is more proactive data visualization.
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UndisclosedUndisclosed10 - 49Montgomery, AL
Services provided
Associated CPAs is an Accounting company founded in 1979. The company provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Salem, OR
Services provided
Brenner & Co. Is an Accounting company established in 1946. The team provides Accounting and Business Consulting and is in Salem, Oregon.
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Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Serves United StatesServices provided
See all 20 projectsIndinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses.
$1,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
See all 3 projects<p>Watter CPA is your trusted partner in accounting and advisory services. Located in Rockville, Maryland, we have been serving clients across various industries since 1988. Our firm, founded
Read more$1,000+$150 - $199 / hr10 - 49Serves United StatesServices provided
See all 10 projectsZenbooks is a comprehensive accounting services company specializing in bookkeeping, tax preparation, financial advisory, and CPA services. The company is highly praised for its responsiveness, knowledge, and alignment with client values, with approximately 90% of reviews highlighting their professionalism and timely delivery. Some clients mentioned a need for improved project tracking and more tailored pricing solutions.
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UndisclosedUndisclosed10 - 49Dyer, IN
Services provided
Accounting company Gineris & Associates is headquartered in Dyer, Indiana. Their services include Accounting.
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$1,000+$200 - $300 / hr2 - 9Charlotte, NC
Services provided
Accounting company Fisher, P.A. A CPA Firm was established in 2014. The team provides Accounting and is located in Charlotte, North Carolina.
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$10,000+$200 - $300 / hr10 - 49Bakersfield, CA
Services provided
Established in 2016, Sandoval Tax, a small Accounting company, is located in Bakersfield, California. Their team focuses on Accounting.
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Undisclosed$100 - $149 / hr2 - 9Bethlehem, PA
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Boundless Tax® is an Accounting company established in 2013. The team specializes in Accounting and is in Bethlehem, Pennsylvania.
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UndisclosedUndisclosed10 - 49Vero Beach, FL
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Level Accounting & Advisory is an Accounting company headquartered in Vero Beach, Florida. They provide Accounting.
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Featured
What are Featured Providers?
$25,000+Undisclosed250 - 999Serves United StatesServices provided
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.
UndisclosedUndisclosed10 - 49Serves United StatesServices provided
See 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.
UndisclosedUndisclosed2 - 9Serves United StatesServices provided
See all 2 projectsWasserman Accounting CPA is a professional accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and business auditing. The reviews indicate a strong focus on reliability, compliance, and clear communication, with 100% of reviewers noting their impressive project management and responsiveness. Clients appreciate their proactive approach to financial statement preparation and tax planning.
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UndisclosedUndisclosed2 - 9Vancouver, WA
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Founded in 2001, Northwest Accounting & Tax Service is an Accounting company. Located in Vancouver, Washington, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Alaska´s Best Payroll Solution is an Accounting company. The agency is in Anchorage, Alaska. Their services include Accounting.
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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Serves United StatesServices provided
See all 1 projectsAlexander Accountants, CPAs is a professional accounting services firm specializing in tax preparation, financial advisory, and business structuring for tax savings. The overall feedback from their reviews is highly positive, with 100% of reviewers praising their accurate deliverables, effective communication, and substantial tax savings, resulting in financial benefits like $15,000 in tax savings.
$1,000+Undisclosed10 - 49Serves United StatesServices provided
See all 22 projectsAppletree Business Services is a comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.
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UndisclosedUndisclosed2 - 9Tallahassee, FL
Services provided
Northside Tax Service is an Accounting company. They focus on Accounting and were founded in 1992. The firm is based in Tallahassee, Florida.
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$1,000+$50 - $99 / hr2 - 9Washington, DC
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AMB Small Business Accounting Services Inc is an Accounting company. Established in 2001, the company is located in Washington, District of Columbia. Their team offers Accounting.
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$1,000+Undisclosed10 - 49Washington, DC
Services provided
Accounting company RY CPAs was founded in 2016. The company offers Accounting.
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$10,000+< $25 / hr250 - 999Fort Lauderdale, FL
Services provided
IBN FUND BACK OFFICE is a midsize Accounting company established in 2005. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Norwalk, CA
Services provided
Emil Estafanous, CPA, CFF, CGMA is an Accounting company. Located in Norwalk, California, the agency was launched in 1985. Their team provides Accounting.
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$5,000+$150 - $199 / hr50 - 249Cedarhurst, NY
Services provided
Accounting company RiverEdge Advisors was established in 2018. The midsize team focuses on Accounting.
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$1,000+Undisclosed2 - 9Greenwood Village, CO
Services provided
Team 80 is an Accounting company headquartered in Greenwood Village, Colorado. Launched in 2014, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Landa & Associates Tax & Accounting Firm is a Miami, Florida-based Accounting company. Their services include Accounting.
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Undisclosed$200 - $300 / hr2 - 9Riverview, FL
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TAX HAPPENS LLC is an Accounting company. They are headquartered in Riverview, Florida. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Stony Brook, NY
Services provided
Long Island Tax Solutions is a small Accounting company based in Stony Brook, New York. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Phoenix, AZ
Services provided
Stenson Tamaddon is an Accounting company. Established in 2019, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Doylestown, PA
Services provided
Founded in 1996, AccountSolve is an Accounting company. The company offers Accounting, and is small.
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UndisclosedUndisclosed10 - 49South Jordan, UT
Services provided
Accounting company Acquire Tax Credits is headquartered in South Jordan, Utah. They provide Accounting.
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UndisclosedUndisclosed50 - 249Bolingbrook, IL
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Tax Pros 360 Inc is an Accounting company. They provide Accounting and were launched in 2024. The company is based in Bolingbrook, Illinois.
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UndisclosedUndisclosed2 - 9Commerce City, CO
Services provided
DK/RK Services, LLC is an Accounting company. The small Commerce City, Colorado-based team specializes in Accounting. The firm was launched in 2007.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
Dimov Audit is an Accounting company. Established in 2008, the company is based in San Francisco, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
Vargas Financial Incorporated is an Accounting company located in Chicago, Illinois. They specialize in Accounting and were launched in 2005.
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$1,000+$50 - $99 / hr50 - 249Los Angeles, CA
Services provided
Launched in 2024, LLUM is a midsize Los Angeles, California-based Accounting company. Their team offers Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
See all 2 projectsOnline Taxman is an accounting services firm specializing in tax preparation and filing. Their reviews reveal significant dissatisfaction, with consistent complaints about poor communication, lack of continuity, and incorrect filings leading to penalties. Approximately 100% of reviewers express negative feedback, highlighting issues in bookkeeping, tax filing, and inadequate financial advice. The recurring theme is their unreliability and high costs, suggesting potential clients should consider alternative options.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
See all 3 projectsGurian CPA, a Dallas CPA firm, tax accountancy and business advisory founded to fill a void in the accounting services area. The firm’s approach is to work with you throughout the year – not
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$1,000+$300+ / hr10 - 49Laguna Niguel, CA
Services provided
CAPATA is a Laguna Niguel, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
Services provided
ZMC & Associates LLC is an Atlanta, Georgia-based Accounting company. They provide Accounting and Business Consulting and were launched in 2009.
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$1,000+$150 - $199 / hr2 - 9Staten Island, NY
Services provided
Launched in 1990, Arlia & Associates is an Accounting company. Located in Staten Island, New York and New York, New York, the team provides Accounting.
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$1,000+$150 - $199 / hr2 - 9New York, NY
Services provided
Spritzer, Kaufman & Company LLP, an Accounting company, is headquartered in New York, New York. They focus on Accounting and were founded in 1993.
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$1,000+$150 - $199 / hr2 - 9Boston, MA
Services provided
Hajiani CPA is an Accounting company. They are in Boston, Massachusetts and New York, New York. Their team provides Accounting.
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$1,000+$150 - $199 / hr2 - 9Chicago, IL
Services provided
Lopez & Company CPAs, a small Accounting company, is based in Chicago, Illinois. The team focuses on Accounting.
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$1,000+$25 - $49 / hr2 - 9Los Angeles, CA
Services provided
Furness & Associates is a Los Angeles, California-based Accounting company. Their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9Los Angeles, CA
Services provided
Samuel B. Choi Accountancy Corp is an Accounting company headquartered in Los Angeles, California. They specialize in Accounting.
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$1,000+$100 - $149 / hr2 - 9NY, NY
Services provided
Accounting Group of WNY, an Accounting company, was established in 1997. Based in NY, New York, the team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49Wakefield, MA
Services provided
Johnson O'Connor Feron & Carucci is an Accounting company. They are located in Wakefield, Massachusetts. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr50 - 249New York, NY
Services provided
Hertz Herson CPA is a midsize Accounting company based in New York, New York. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Boston, MA
Services provided
Cohen + Associates is an Accounting company. Based in Boston, Massachusetts, the firm was founded in 1983. Their team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Marblehead, MA
Services provided
Founded in 1981, Carlton, Healy & Frederick is a small Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Burlington, MA
Services provided
In Burlington, Massachusetts, S. Gordon Corporation is an Accounting company. They focus on Accounting and were established in 1978.
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$1,000+$100 - $149 / hr10 - 49Newton, MA
Services provided
Headquartered in Newton, Massachusetts, AGS Tax Group is a small Accounting company. Their services include Accounting.
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$1,000+$50 - $99 / hr10 - 49Schaumburg, IL
Services provided
Cukierski & Kowal is a small Accounting company in Schaumburg, Illinois. The team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Chicago, IL
Services provided
D'Andrea & Associates is a small Accounting company located in Chicago, Illinois. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Chicago, IL
Services provided
Washington, Pittman & McKeever, an Accounting company, was launched in 1939. In Chicago, Illinois, the team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Pleasanton, CA
Services provided
DePretis CPAs is an Accounting company. In Pleasanton, California, the firm offers Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
Chu and Waters is a small Accounting company located in San Francisco, California. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Monticello, NY
Services provided
Bachrach, Waschitz & Waschitz is a Monticello, New York-based Accounting company. They specialize in Accounting.
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List of the Best United States Accountants
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.7/40.017.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31.2/40.016.4/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
30.9/40.016.2/20 Reviews8.4/10 Clients & Experience6.3/10 Market PresenceService focus
35% Accounting65% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$25 - $49 / hr50 - 249Houston, TX
Ability to deliver
28.7/40.016.4/20 Reviews6/10 Clients & Experience6.3/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
29.6/40.016.2/20 Reviews8.4/10 Clients & Experience5/10 Market PresenceService focus
90% Accounting10% 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 -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$25 - $49 / hr2 - 9Clearwater, FL
Ability to deliver
27.5/40.016.2/20 Reviews6.2/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Tustin, CA
Ability to deliver
26.7/40.016.2/20 Reviews4.4/10 Clients & Experience6.2/10 Market PresenceService focus
100% Accounting -
$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
26.6/40.016.2/20 Reviews4.2/10 Clients & Experience6.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Woodbridge, VA
Ability to deliver
30.4/40.016.2/20 Reviews8.6/10 Clients & Experience5.5/10 Market PresenceService focus
70% Accounting30% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49St. Louis Park, MN
Ability to deliver
25.6/40.016/20 Reviews3.9/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+$50 - $99 / hr50 - 249Lincolnshire, IL
Ability to deliver
25.4/40.016.2/20 Reviews2.2/10 Clients & Experience7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Fairfax, VA
Ability to deliver
25.4/40.016.2/20 Reviews2.1/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
25.4/40.016.2/20 Reviews2.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% Accounting -
Undisclosed$50 - $99 / hr2 - 9Sarasota, FL
Ability to deliver
25.2/40.016.2/20 Reviews4.5/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Mechanicsburg, PA
Ability to deliver
25.2/40.016.2/20 Reviews3.3/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+Undisclosed10 - 49Salt Lake City, UT
Ability to deliver
24.9/40.016.2/20 Reviews2.4/10 Clients & Experience6.3/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Boston, MA
Ability to deliver
24.9/40.016.2/20 Reviews1.4/10 Clients & Experience7.2/10 Market PresenceService focus
100% Accounting
Latest Accounting Articles
See all articles
5 Tips for Small Businesses Filing Their Taxes
Tax season is right around the corner — partnerships, LLCs, and S-Corporations are expected to file by March 14, 2024, while C-Corporations have until...
![How to Create a Budget for Accounting Services [With Template] cover image](https://img.shgstatic.com/clutch-static-prod/image/resize/715x400/s3fs-public/article/7dce8a5e1339227e397cf68f6f555f92.png)
U.S. Accounting Services FAQs
Most U.S.-based accounting firms support a broad mix, with many building deep sector expertise. Common specialties include:
- Financial services and fintech
- SaaS and venture-backed tech
- E-commerce, retail, and CPG
- Healthcare, life sciences, and biotech
- Manufacturing and supply chain
- Real estate, construction, and proptech
- Energy and utilities
- Government contractors and nonprofits
Niche experience often translates to faster onboarding, better benchmarks, and fewer surprises at audit time.
Start by outlining your project’s specific requirements and objectives. After that, browse through Clutch’s directories and assess your options on:
- Credentials and scope — Confirm CPA licensure for assurance work; ask about SEC/PCAOB experience for public-company needs; check if they perform SOC 1/SOC 2 attestations when relevant.
- Industry knowledge — Look for case studies in your sector.
- Tech stack — Ensure fluency with your systems and tools for AP, AR, and expense management.
- Team structure — Clarify who handles your work and the cadence of meetings and closes.
- Data security — Ask about access controls, encryption, and vendor management, especially if offshore resources are involved.
- Transparent pricing — Request a clear statement of work detailing deliverables, SLAs, and change-order processes.
- References and reviews — Validate quality and reliability with Clutch reviews and recent client references.
U.S. accounting firms operate within the country’s regulatory environment, including GAAP, IRS standards, and, when applicable, SEC and PCAOB oversight. That context matters if you need audit-ready financials, complex tax planning, or state-by-state sales tax guidance.
A U.S.-based CPA firm also brings proximity for time zones and on-site support — helpful for inventory counts, internal control walkthroughs, and executive meetings. If you’re working with US lenders, investors, or federal and state agencies, a domestic team can streamline documentation and deadlines.
Costs vary because of factors like scope, firm size, and specialization. Here’s a planning guide based on Clutch’s pricing data:
- Bookkeeping and monthly close: $500 – $3,000 per month for SMBs; more for multi-entity or inventory-heavy operations.
- Controller services: $2,000 – $7,500 per month, depending on complexity and reporting cadence.
- Fractional CFO/advisory: $3,000 – $12,000+ per month or $200 – $400+ per hour for strategic projects.
- Tax preparation: $750 – $5,000+ per return; multi-state and consolidated returns cost more.
- Sales/use tax compliance: $200 – $1,500+ per filing cycle, driven by nexus and state count.
- Reviews and audits: $15,000 – $150,000+, tied to revenue, transaction volume, and industry risk.
- Systems implementation: $5,000 – $100,000+ based on modules and integrations.
Boutiques may price more competitively; top accounting firms and Big 4 accounting practices charge premium rates for complex, regulated work.
- Vague scopes, unclear deliverables, or reluctance to sign a formal engagement letter.
- No CPA oversight for assurance services or missing PTIN for tax preparers.
- Limited documentation standards or unwillingness to share workpapers and close checklists.
- Guaranteed tax outcomes or aggressive schemes without substantiation.
- Poor communication, slow responsiveness, or frequent staff turnover on your account.
- One-size-fits-all tech recommendations that ignore your workflows and integrations.
- Inadequate internal controls, undisclosed offshoring, or weak data security practices.
Underestimating red flags is a costly mistake. Make sure you spot them early to prevent unnecessary headaches and mishaps.