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
15 Leaders 15 Contenders
15,025 Companies
List of the Best United States Accountants
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Featured
What are Featured Providers?
UndisclosedUndisclosed50 - 249Serves United StatesServices provided
100% AccountingSee 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.
Reviews mention Knowledgeable
Clients express strong sentiment regarding the knowledgeability of 1-800Accountant, highlighting their expertise in tax management as particularly impressive. One client noted, 'We’re very impressed with their expertise and knowledge of tax management,' underscoring the value they provide in addressing complex tax queries. Overall, the feedback reflects a high level of satisfaction with the team's knowledge and responsiveness, contributing to the client's ongoing partnership with the firm.-
Tax Management & Consultancy for Medical Dosimetry Provider
5.0 Jan 12, 2022We’re very impressed with their expertise and knowledge of tax management.
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4 of 4 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Tax Management & Consultancy for Medical Dosimetry Provider
5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read moreWas this helpful?
Industry Experience
1-800Accountant has demonstrated expertise across diverse industries including Healthcare, Wellness & Fitness, Transportation, and Advertising & Marketing. Clients commend their responsiveness, cost-effective solutions, and ability to meet tax compliance needs. The overall sentiment is positive in Healthcare and Wellness, while experiences in Advertising & Marketing highlight concerns with project management. Potential clients in Healthcare and Wellness sectors may find them particularly suitable due to their specialized knowledge and strong client relationships.
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Wellness & Fitness Healthcare Transportation Advertising & marketingWas this helpful?
More responsive than most other service providers
Get in Touch1-800Accountant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
Undisclosed$200 - $300 / hr10 - 49Serves United StatesServices provided
85% Accounting15% Tax LawSee 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.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In the past six months, clients have praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One client highlighted the team's ability to streamline the audit process, providing actionable insights tailored to their needs. Another noted significant tax savings and timely deliverables. While communication sometimes required multiple exchanges, issues were consistently resolved. Overall, clients express high satisfaction and a willingness to continue working with the firm.Was this helpful?
13 of 14 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 14 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read moreWas this helpful?
Industry Experience
George Dimov, CPA demonstrates strong expertise in various industries, particularly in Advertising & Marketing, Information Technology, Financial Services, and Real Estate. Clients commend their responsiveness, thorough communication, and ability to provide tailored solutions that lead to significant financial benefits, including tax savings. Overall sentiment across industries remains highly positive, indicating that potential clients in these sectors can expect reliable, professional financial services that foster growth and clarity.
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Real estate Construction Financial services Consumer Products Other Industry Information technology IT Services Arts, entertainment & music Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight George Dimov, CPA's competitive pricing and excellent value for money. For instance, one client noted that their pricing fit their budget while providing good value for the cost. Another client emphasized the significant tax savings achieved through strategic planning, stating they saved over $100,000 annually. Overall, the sentiment is overwhelmingly positive, with clients appreciating both the affordability and the high quality of service provided.Was this helpful?
$1,000+Undisclosed50 - 249Serves United StatesServices provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)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.
Reviews mention Easy to work with
Clients express a highly positive sentiment regarding CoCountant's ease of collaboration, highlighting their clear communication and timely delivery. One CEO noted that the team worked seamlessly with their busy schedule and described them as a 'pleasure to work with.' Additionally, the provision of multiple team members for support was appreciated, contributing to a smooth project management experience. Overall, the feedback indicates that CoCountant fosters a cooperative and efficient working relationship.-
Finance & Accounting Outsourcing for Software Company
5.0 Jul 16, 2025They provide multiple people to support us, including a project manager, an accountant, and more. They work with my busy schedule and always deliver on time. They are clear communicators and a pleasure to work with.
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3 of 4 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsUnknown avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Accounting & Tax Filing Services for SaaS Data Company
5.0 — CoCountant provides accounting services for a SaaS data company. The team handles end-to-end financial accounting, monthly closing, financial statement preparation, A/R management, and sales tax Read moreWas this helpful?
Industry Experience
CoCountant has demonstrated expertise in various industries, including Telecommunications, Information Technology, Healthtech, Non-profit, and other sectors. Clients commend them for their reliable bookkeeping, timely financial reporting, and strategic insights. In Telecommunications, they excelled in monthly bookkeeping and consultation; in IT, they provided thorough financial management; in Healthtech and Non-profits, they gained praise for improving financial visibility and reducing workloads. Overall, sentiment is highly positive across these sectors, highlighting CoCountant's value in enhancing financial operations.
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Non-profit Software Healthcare Information technology TelecommunicationsWas this helpful?
View PackagesController-led finance on subscription
Pick the level of controller oversight that matches your complexity – upgrade anytime. $160 - Launch: Impeccably clean audit-ready books, signed-off with controller oversight. $460 - Scale: GAAP-perfect books, automated payroll + A P. $1270 -Command: Fractional finance team with Unlimited Ops-Finance and Pulse FP&A.Was this helpful?
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UndisclosedUndisclosed2 - 9Kaukauna, WI
Services provided
75% Accounting25% Business ConsultingHeadquartered in Kaukauna, Wisconsin, Avenue Tax & Accounting is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tyler, TX
Services provided
75% Accounting25% Business ConsultingJacob George, CPA, PC is a Tyler, Texas-based Accounting company. They focus on Accounting and Business Consulting.
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Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Serves United StatesServices provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance ConsultingSee 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 of 1 reviews is 5 stars1 new review for Accounting services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent feedback highlights indinero's exceptional support in financial organization and strategic budgeting for clients like GO Processing. Clients praised their responsiveness, communication, and ability to simplify complex financial topics, noting a significant improvement in financial visibility and decision-making. One client remarked on the 'night and day' difference compared to previous firms, emphasizing indinero's partnership approach. Overall sentiment is overwhelmingly positive, with no significant areas for improvement identified.Was this helpful?
Industry Experience
Indinero has demonstrated strong expertise across various industries, including financial services, advertising & marketing, medical, and software. Clients commend their attention to detail, responsiveness, and organizational skills, particularly in financial management and strategic planning. Overall sentiment is highly positive, with businesses highlighting improved financial visibility and operational efficiency, making Indinero a suitable partner for companies looking to enhance their accounting and financial processes.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently praised Indinero for providing exceptional value for money, highlighting that their pricing fits within budgetary constraints while delivering high-quality service. One client noted that they chose Indinero due to their 'good value for cost' and strong alignment with company values. Another remarked on the significant improvement in financial organization and visibility after investing over $10,000, emphasizing that the difference compared to previous firms was 'night and day.' Overall, the sentiment is overwhelmingly positive regarding cost-effectiveness and service quality.Was this helpful?
More responsive than most other service providers
Get in Touchindinero is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$1,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
60% Accounting20% Business Valuation Services20% Fractional CFO ServicesSee 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
25% Accounting25% Finance & Accounting Outsourcing (FAO)20% Fractional CFO Services +3 services10% Back Office Outsourcing10% Business Consulting10% Financial ConsultingSee 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.
6 of 7 reviews are 5 stars7 new reviews for Accounting servicesLess than $10,000 avg. project costRead 7 Recent ReviewsReviewed 7 times in the past 6 months
Recent reviews of Zenbooks highlight a strong overall sentiment of satisfaction among clients. Clients commend Zenbooks for their responsiveness, professionalism, and depth of knowledge. For instance, one client noted they could now make informed business decisions based on reliable financials, while another appreciated their innovative approach and excellent project management. However, some clients suggested improvements in visibility on ongoing tasks. Overall, Zenbooks is perceived as a reliable partner for accounting and financial services.Was this helpful?
7 of 8 Accounting reviews are 5 stars7 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 8 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Filing Service for Corporate Travel Firm
5.0 — Zenbooks provides bookkeeping services for a corporate travel and retreat planning company. The team oversees the client's month-end bookkeeping tasks and manages their tax filing and payroll Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Zenbooks' competitive pricing and exceptional value for money. Many reviews noted the company's ability to deliver high-quality services within budget constraints, with one client stating they chose Zenbooks for their 'good value for cost.' Overall sentiment is positive, as clients appreciate the blend of affordability and quality, with comments emphasizing that Zenbooks exceeded expectations in service delivery and responsiveness.Was this helpful?
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UndisclosedUndisclosed2 - 9Tyler, TX
Services provided
75% Accounting25% Business ConsultingSmall Accounting company Ramona A. Butler, CPA, is based in Tyler, Texas. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tyler, TX
Services provided
75% Accounting25% Business ConsultingJ Michael Johnson, P.C. Is a Tyler, Texas-based Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Holland, IL
Services provided
75% Accounting25% Business ConsultingDreyer, Ooms & Van Drunen, Ltd. Is an Accounting company. The South Holland, Illinois-based company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
75% Accounting25% Business ConsultingAccounting company Voppell, Inc is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wantagh, NY
Services provided
75% Accounting25% Business ConsultingAccounting company CPA Directory is headquartered in Wantagh, New York. Established in 1999, the team specializes in Accounting and Business Consulting.
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Featured
What are Featured Providers?
$25,000+Undisclosed250 - 999Serves United StatesServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee 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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
UndisclosedUndisclosed10 - 49Serves United StatesServices provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% Financial ConsultingSee 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.
Reviews mention Timely
Clients have consistently praised Clarity Tax Group & CPA's for their timeliness in delivering services. One client highlighted that payroll was 'always on time and correct' and noted the team's ability to respond promptly to needs. Overall, feedback reflects a strong sentiment regarding their reliability in meeting deadlines, contributing to a seamless experience for clients.-
Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 Dec 22, 2025Yes very much on time. Taxes are simple and correctly paid. Everything is in order for the business.
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2 of 2 reviews are 5 stars2 new reviews for Accounting servicesLess than $10,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent client reviews for Clarity Tax Group & CPA's reflect a strong overall sentiment of satisfaction. Clients commend the firm for its responsiveness and professionalism, noting timely payroll and accurate financial reporting. One client emphasized that their taxes are now simple and correctly managed, while another highlighted impressive bookkeeping practices. Both reviews indicate no areas for improvement, suggesting a consistent delivery of quality service.Was this helpful?
Industry Experience
Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
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ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with Clarity Tax Group & CPA's pricing and value for money, noting that the services fit their budgets while delivering high-quality results. One client highlighted the company's responsiveness and professionalism, stating, 'Clarity always is quick to answer questions or needs.' Another emphasized the ease of working with them for bookkeeping and payroll, remarking on the timely and accurate handling of financial reports. Overall, feedback indicates a strong sentiment of value received for the cost.Was this helpful?
UndisclosedUndisclosed2 - 9Serves United StatesServices provided
100% AccountingSee 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.
1 of 1 reviews is 5 stars1 new review for Accounting services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In recent reviews, clients have praised Wasserman Accounting CPA for their reliable and consistent service in managing accounting tasks, payroll, and VAT compliance. One client highlighted their effective communication and timely delivery of statutory filings, noting that all deadlines were met without issues. Overall, the sentiment is highly positive, with clients appreciating the good value for cost and the firm's ability to maintain organized financial records without drama.Was this helpful?
2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Digital Marketing Agency
5.0 — Wasserman Accounting CPA provides ongoing financial support for a digital marketing agency. The tasks include managing payroll, preparing statutory filings, maintaining financial records, and Read moreWas this helpful?
Industry Experience
Wasserman Accounting has garnered positive feedback across diverse sectors, including consulting, advertising, and healthcare. Clients commend their expertise in financial management, consistent communication, and reliability in delivering accurate accounting services. Notable strengths include proactive tax planning and detailed cash flow reporting, which have significantly benefited agencies and healthcare companies alike. Overall, the sentiment is highly favorable, indicating their suitability for businesses seeking organized and compliant financial partnerships.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend Wasserman Accounting for their cost-effectiveness and overall value for money. One client noted the firm's pricing fit their budget while providing good value for the cost, emphasizing their reliable and consistent service. Another client highlighted the firm's proactive approach, ensuring timely financial reporting and tax planning, which contributed to their satisfaction. Overall, the sentiment reflects a strong appreciation for the firm's affordability relative to the quality of service delivered.Was this helpful?
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UndisclosedUndisclosed2 - 9Decatur, GA
Services provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)My Virtual CFO - ATL LLC is an Accounting company. Launched in 2019, the firm offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
75% Accounting25% Business ConsultingPreston CPA P.C. Is an Accounting company founded in 2005. The team specializes in Accounting and Business Consulting.
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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Serves United StatesServices provided
40% Accounting20% Commercial Financing20% Financial Advising & Planning +1 service20% Financial ConsultingSee 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 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Tax Filing Consulting for Marketing Agency
5.0 — Alexander Accountants, CPAs provides consulting services regarding a marketing agency's company structure for tax savings. The team works with the client to provide yearly tax guidance. Read moreWas this helpful?
Industry Experience
Alexander Accountants, CPAs has demonstrated expertise primarily in the Advertising & Marketing industry, providing consulting services that enhance tax efficiency for businesses. Clients appreciate their accurate tax structuring and guidance, which have resulted in significant savings. The overall sentiment reflects strong satisfaction with their knowledge, timely delivery, and effective communication. This firm is particularly well-suited for companies seeking financial consulting services to optimize tax strategies.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express strong satisfaction with Alexander Accountants, CPAs regarding cost and value for money. One client noted they received 'good value for the cost' and achieved $15,000 in tax savings for an investment of less than $10,000. Overall, the sentiment reflects a positive perception of the firm's pricing in relation to the quality of services delivered, with no suggested areas for improvement.Was this helpful?
$1,000+Undisclosed10 - 49Serves United StatesServices provided
80% Accounting10% Back Office Outsourcing10% Fractional CFO ServicesSee 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.
Reviews mention Patient
Overall sentiment regarding Appletree Business Services reflects a high level of satisfaction, particularly highlighting their patience. Clients commend Carreen for her exceptional patience and willingness to address all inquiries, including basic ones. One client noted, "They are friendly, kind, and patient with me," emphasizing their readiness to provide timely reminders and support. This consistent feedback suggests that the team's patient approach significantly contributes to a positive client experience.-
Accounting Services for Property Management Company
5.0 Jul 6, 2023They are great at communicating. Carreen has never missed a call and is extremely patient. She is a true gem!
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Accounting Services for Staffing Company
5.0 Jan 31, 2023They’re friendly, kind, and patient with me. They answer all of my questions, even basic ones. They also provide helpful reminders when I’m slow to answer their questions or file documents they need me to file.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Appletree Business Services' excellent value for money, noting their competitive pricing and effective service delivery. One client mentioned spending around $5,000 for comprehensive financial advisory services without encountering any budget overruns. Another remarked on their good value for cost, stating that Appletree's services fit their budget while providing high-quality results. Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance between cost and the quality of service provided.Was this helpful?
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Denver, Colorado (2) Kalamazoo, Michigan (1) Merrimack, New Hampshire (1) New Orleans, Louisiana (1) Belle Glade, Florida (1) Murfreesboro, Tennessee (1) Opelika, Alabama (1) Darien, Connecticut (1) Chicago, Illinois (1) Atlanta, Georgia (1) Grand Rapids, United States (1) Concord, North Carolina (1) New York City, New York (1) San Francisco, California (1) Orlando, Florida (1) Boston, Massachusetts (1) Waltham, Massachusetts (1) Westford, Massachusetts (1) Brookline, New Hampshire (1) Londonderry, New Hampshire (1)Was this helpful?
$650 Small service based businesses $1,500 Companies over $1M in revenue $3,000 +$3M revenue, complex accountingView PackagesBusiness Owners Package
We bundle bookkeeping and tax into an easy monthly subscription. We can also include payroll if needed. This saves you time and money only dealing with one firm, and we can be more proactive with tax strategy throughout the year. Fees range from $650/mo - $3000/mo depending on the size and complexity.Was this helpful?
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
75% Accounting25% Web DesignPROCESS Strategies, LLC, an Accounting company, is based in Los Angeles, California. They offer Accounting and Web Design and were launched in 2018.
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UndisclosedUndisclosed2 - 9East Lyme, CT
Services provided
75% Accounting25% Cloud Consulting & SIProject Conquer®, LLC is an Accounting company founded in 2010. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Great Falls, MT
Services provided
75% Accounting25% Business ConsultingXEREBRO II, LLC is an Accounting company. Launched in 2015, the team provides Accounting and Business Consulting. The agency is headquartered in Great Falls, Montana.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
75% Accounting25% Civil Rights LawIntegrity One Solutions is a Brooklyn, New York-based Accounting company. Their services include Accounting and Civil Rights Law.
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UndisclosedUndisclosed2 - 9Algona, IA
Services provided
75% Accounting25% Business ConsultingAccounting company Bookkeeping Unbound is headquartered in Algona, Iowa. They specialize in Accounting and Business Consulting.
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Undisclosed< $25 / hr2 - 9Stevenson Ranch, CA
Services provided
30% Accounting25% HR Consulting25% Insurance Services & Brokers +1 service20% Business ConsultingEvmark Business Solutions, a small Accounting company, is headquartered in Stevenson Ranch, California. The team focuses on Accounting and Insurance Services & Brokers.
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$5,000+$100 - $149 / hr10 - 49Raleigh, NC
Services provided
40% Accounting30% Financial Advising & Planning20% Business Consulting +1 service10% Finance & Accounting Outsourcing (FAO)Launched in 2010, PSR CPA PLLC is a small Accounting company located in Raleigh, North Carolina. Their team specializes in Accounting and Financial Advising & Planning.
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$25,000+$25 - $49 / hr10 - 49Sunnyvale, CA
Services provided
40% Accounting40% Finance & Accounting Outsourcing (FAO)20% HR ConsultingIn Sunnyvale, California, Ace Global is a Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were established in 2021.
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UndisclosedUndisclosed10 - 49Greenbelt, MD
Services provided
40% Accounting20% Business Consulting20% Financial Advising & Planning +1 service20% Financial ConsultingService Professionals BPO is an Accounting company. Based in Greenbelt, Maryland, their small team specializes in Accounting and Business Consulting. The company was established in 2024.
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$1,000+$25 - $49 / hr10 - 49Lewes, DE
Services provided
40% Accounting50% Finance & Accounting Outsourcing (FAO)10% Business ConsultingLazy Lync is a Finance & Accounting Outsourcing (FAO) company. The small Lewes, Delaware-based team specializes in Finance & Accounting Outsourcing (FAO) and Accounting. The firm was founded in
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$1,000+$25 - $49 / hr10 - 49Aurora, IL
Services provided
40% Accounting30% Finance & Accounting Outsourcing (FAO)30% Financial Advising & PlanningLaunched in 2020, Veemi Accounting Solutions is an Accounting company. The small team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Sheridan, WY
Services provided
40% Accounting40% Finance & Accounting Outsourcing (FAO)20% Tax LawFinance & Accounting Outsourcing (FAO) company Accounting Beez LLC was launched in 2021. In Sheridan, Wyoming, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$50,000+$300+ / hr10 - 49Maryland Heights, MO
Services provided
40% Accounting40% Finance & Accounting Outsourcing (FAO)20% Search Engine OptimizationHealthcare Billing Services is a Finance & Accounting Outsourcing (FAO) company. Located in Maryland Heights, Missouri, the company offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$10,000+Undisclosed10 - 49New York, NY
Services provided
40% Accounting40% Finance & Accounting Outsourcing (FAO)15% Financial Advising & Planning +1 service5% Business Valuation ServicesLaunched in 2024, Zeerak Advisory is a Finance & Accounting Outsourcing (FAO) company. The small team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$150 - $199 / hr10 - 49Richmond, VA
Services provided
40% Accounting30% Business Consulting30% Fractional CFO ServicesLaunched in 2022, Greywood CPA PLLC is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49West Des Moines, IA
Services provided
35% Accounting35% Financial Advising & Planning30% Business ConsultingSee all 1 projectsMeriwether, Wilson and Company, PLLC offers comprehensive Accounting services, including Tax Preparation and strategic advisement throughout the year. Clients express high satisfaction with their end-of-year tax results and ongoing support, highlighting the company's effectiveness and alignment with client values. The firm is praised for its reliable communication and long-term partnership potential.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
Services provided
40% Accounting60% Finance & Accounting Outsourcing (FAO)Stephen Camp CPA LLC is a small Finance & Accounting Outsourcing (FAO) company. Established in 2011, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$150 - $199 / hr2 - 9Visalia, CA
Services provided
40% Accounting50% Financial Consulting10% Business ConsultingFinancial Consulting company Aurora Consulting Group, LLC provides Financial Consulting and Accounting. They were founded in 2011.
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$1,000+$300+ / hr2 - 9Huntington Beach, CA
Services provided
40% Accounting60% Tax LawYorktown Main LLC is a Tax Law company. They are in Huntington Beach, California and have small team of experts. Their services include Tax Law and Accounting.
Read moreMore responsive than most other service providers
Get in TouchYorktown Main LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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UndisclosedUndisclosed2 - 9Tucson, AZ
Services provided
40% Accounting20% Finance & Accounting Outsourcing (FAO)20% HR Consulting +1 service20% HR OutsourcingContempo HCM is an Accounting company. Launched in 2019, their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr2 - 9Aventura, FL
Services provided
40% Accounting20% Financial Advising & Planning20% Financial Consulting +1 service20% Fractional CFO ServicesFounded in 2017, Strand Tax and Accounting Services is an Accounting company. The small team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999Lancaster, PA
Services provided
35% Accounting35% Business Consulting30% IT Strategy ConsultingRKL LLP is a midsize Accounting company in Lancaster, Pennsylvania and York, Pennsylvania. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Houston, TX
Services provided
30% Accounting35% Recruiting35% StaffingClayton Services, a Staffing company, was launched in 1984. The team provides Staffing and Recruiting.
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UndisclosedUndisclosed50 - 249Hicksville, NY
Services provided
25% Accounting40% Business Consulting25% Financial Advising & Planning +1 service10% Financial ConsultingCPA Clinics is a Business Consulting company. The Hicksville, New York-based firm was founded in 2017. Their team specializes in Business Consulting and Accounting.
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$1,000+$150 - $199 / hr2 - 9Tallahassee, FL
Services provided
40% Accounting40% Finance & Accounting Outsourcing (FAO)20% Financial Advising & PlanningSee all 1 projectsGilbert Financial Partners provides bookkeeping, accounting, and fractional CFO services for small and mid-sized businesses in Jacksonville and Tallahassee, FL, and virtually across Florida. We're
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$1,000+$200 - $300 / hr2 - 9Greenville, SC
Services provided
45% Accounting45% Finance & Accounting Outsourcing (FAO)10% Business ConsultingFinance & Accounting Outsourcing (FAO) company Still Water Financial Operations is located in Greenville, South Carolina. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Columbia, MD
Services provided
20% Accounting25% Finance & Accounting Outsourcing (FAO)20% Financial Advising & Planning +3 services15% Business Consulting10% Commercial Financing10% Document Digitization & ManagementLaunched in 1987, Bowman & Company CPA, PC is a small Columbia, Maryland-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and
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UndisclosedUndisclosed10 - 49Hoboken, NJ
Services provided
33% Accounting34% Fractional CFO Services33% Finance & Accounting Outsourcing (FAO)Kordis is a Fractional CFO Services company. The Hoboken, New Jersey-based company was founded in 2022. Their team focuses on Fractional CFO Services and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Tomball, TX
Services provided
35% Accounting25% Business Consulting25% Financial Advising & Planning +1 service15% Finance & Accounting Outsourcing (FAO)SNT Associates CPAs LLC, an Accounting company, was launched in 2015. The team provides Accounting and Business Consulting and is headquartered in Tomball, Texas.
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$5,000+Undisclosed10 - 49Winter Park, FL
Services provided
30% Accounting55% Finance & Accounting Outsourcing (FAO)10% Business Consulting +1 service5% ERP Consulting and SINperspective CFO & Strategic Services is a Finance & Accounting Outsourcing (FAO) company. Founded in 2005, the firm provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$25,000+Undisclosed10 - 49Horsham, PA
Services provided
30% Accounting30% Financial Advising & Planning15% Business Consulting +3 services10% Commercial Financing10% Finance & Accounting Outsourcing (FAO)5% Insurance Services & BrokersSmall Accounting company The Sharp Financial Group, is in Horsham, Pennsylvania and New York, New York. Their services include Accounting and Financial Advising & Planning.
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$1,000+$100 - $149 / hr10 - 49Occoquan Historic District, VA
Services provided
30% Accounting40% Business Consulting30% Finance & Accounting Outsourcing (FAO)One Degree Financial is a Business Consulting company launched in 2008. The company offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed10 - 49Chagrin Falls, OH
Services provided
30% Accounting70% Tax LawUniversal Tax Professionals, a Tax Law company, was founded in 2013. The company specializes in Tax Law and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Overland Park, KS
Services provided
25% Accounting25% Business Valuation Services25% Financial Advising & Planning +1 service25% Financial ConsultingEngage Advisors is an Accounting company launched in 2015. Located in Overland Park, Kansas and Oakbrook Terrace, Illinois, the team offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999Murray, UT
Services provided
100% AccountingSee all 1 projectsNOW CFO is an accounting services firm that specializes in Financial Reporting, Business Auditing, and Financial Analysis. Reviews indicate a high level of accuracy and efficiency, with positive feedback noting cost savings and effective cash flow management. Approximately 90% of feedback highlights their ability to improve financial forecasting and provide valuable insights, making them a suitable partner for smaller agencies.
0 of 1 Accounting reviews are 5 stars$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Outsourced Accounting Services for Digital Agency
4.5 — For nearly five years, NOW CFO has provided ongoing accounting and bookkeeping services for a digital agency. They also point out any opportunities to improve. Read moreWas this helpful?
Industry Experience
NOW CFO has demonstrated expertise in the Advertising & Marketing industry, providing essential financial services that enhance cash flow management and forecasting accuracy. Clients have praised their efficiency, noting significant time savings and a high level of accuracy in their work. The overall sentiment is positive, indicating strong value for agencies with revenues under $5 million. Their approach is particularly beneficial for companies seeking cost-effective financial solutions.
Read All ReviewsSelect Industry to see insights
Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive NOW CFO as offering excellent value for money, particularly in comparison to other options. One client noted that they chose NOW CFO for its competitive pricing and effective service, investing approximately $50,000 annually. The firm’s ability to deliver results with minimal time commitment—demonstrating significant cost savings—further enhances their value proposition. Clients appreciate the accuracy and responsiveness of NOW CFO, often citing their willingness to rectify mistakes without additional charges.Was this helpful?
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UndisclosedUndisclosed2 - 9Lake Mary, FL
Services provided
40% Accounting20% Financial Advising & Planning15% Business Consulting +2 services15% Financial Consulting10% Commercial FinancingAGA Advisors is an Accounting company. They provide Accounting and Financial Advising & Planning and are based in Lake Mary, Florida.
Read more -
$1,000+$150 - $199 / hr2 - 9West Allis, WI
Services provided
40% Accounting20% Business Consulting20% Financial Advising & Planning +1 service20% Financial ConsultingLaunched in 2007, Lockwood Enterprises is a small West Allis, Wisconsin-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Gainesville, FL
Services provided
40% Accounting20% Financial Advising & Planning20% Financial Consulting +1 service20% Tax LawBreadwinner Financials is an Accounting company in Gainesville, Florida and Jacksonville, Florida. They focus on Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49New York, NY
Services provided
20% Accounting80% Finance & Accounting Outsourcing (FAO)Bikham Finance, a Finance & Accounting Outsourcing (FAO) company, focuses on Finance & Accounting Outsourcing (FAO) and Accounting. The agency is headquartered in New York, New York and Delhi,
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
34% Accounting33% Business Consulting33% Financial Advising & PlanningBANKERS HILL ADVISORS is an Accounting company. The team is located in San Diego, California, and their services include Accounting and Business Consulting.
Read more -
Undisclosed$25 - $49 / hr2 - 9Dallas, TX
Services provided
35% Accounting35% Business Consulting30% Finance & Accounting Outsourcing (FAO)Business Consulting company bshaccounting is in Dallas, Texas. Established in 2000, the team specializes in Business Consulting and Accounting.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
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Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
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
31/40.016.2/20 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
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How to Create a Budget for Accounting Services [With Template]
Use our custom template for your accounting budgeting process.
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.
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