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
15,026 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.
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?
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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.
Reviews mention Knowledgeable
The feedback regarding the expertise of George Dimov, CPA, consistently highlights their extensive knowledge and proactive support. Clients noted the team's ability to provide clear answers to complex questions, demonstrating a deep understanding of accounting and tax matters. One client emphasized their impressive capacity to address financial needs from multiple perspectives, while another praised their responsiveness and thoroughness. Overall, sentiment surrounding their knowledge is overwhelmingly positive, reflecting client confidence in their abilities.-
Accounting, Bookkeeping & Tax Filing for SEO Services Co
5.0 Jul 12, 2024It's impressive how easy it is to work with George Dimov, CPA and how supportive and knowledgeable they are. Any questions or concerns I had about taxes or accounting, they had answers to.
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Accounting Services for Insurance Agency
5.0 Jan 31, 2024We were impressed with their ability to look at our overall financial and tax needs from several different angles and their comprehensive knowledge of how to tackle each situation.
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Tax Filing & Payment for Content Creator
5.0 Jul 22, 2020The attentiveness & helpfulness of George which has filtered down to the same standard within his team - very knowledgeable and I felt secure with my taxes being in the right hands.
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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 the past six months, clients have praised George Dimov, CPA for their reliable tax and payroll services, highlighting their proactive approach to problem-solving. One client noted significant tax savings due to strategic advice, while another emphasized timely project delivery and effective communication. Some feedback mentioned that communication may require multiple attempts, but issues are ultimately resolved. Overall, sentiment remains positive, with clients appreciating the firm's expertise and support.Was 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?
More responsive than most other service providers
Get in TouchGeorge Dimov, CPA is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.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 Exceeds expectations
Clients have consistently reported that CoCountant exceeds expectations, particularly in project management and responsiveness. One CFO noted that the assigned staff not only met but surpassed KPIs, implementing key process improvements that enhanced workflow. The company's commitment to timely deliverables, such as monthly financial statements, further exemplifies their dedication to client satisfaction. Overall, feedback highlights CoCountant's exceptional service and ability to adapt to client needs, with no identified areas for improvement.-
Accounting & Tax Filing Services for SaaS Data Company
5.0 Aug 7, 2025Assigned CoCountant staff was very knowledgeable and understood expectations. He met and exceeded KPI set at beginning of project. Staff also suggested and implemented key process improvements to improve workflow.
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1 of 2 reviews are 5 stars2 new reviews for Accounting servicesUnknown avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews for CoCountant reflect a strong overall sentiment, with clients praising their responsiveness and high-quality financial reporting. A business manager from a nonprofit noted that after initial alignment on reporting expectations, CoCountant consistently delivered tailored reports efficiently. The VP of a VoIP services company highlighted the team's reliability and attention to detail, stating they meet all objectives and welcome feedback for continuous improvement. However, a suggestion for improvement included providing direct phone support for urgent inquiries.Was this helpful?
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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express satisfaction with CoCountant's pricing, noting it fits their budgets and offers excellent value for the services provided. One client highlighted that the 'cost for the value is awesome,' while another emphasized 'competitive pricing' and the 'strong value of services offered.' Overall, the sentiment regarding cost-effectiveness is positive, with multiple clients affirming that CoCountant delivers high-quality work relative to its pricing.Was this helpful?
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UndisclosedUndisclosed10 - 49Lorain, OH
Services provided
55% Accounting25% Finance & Accounting Outsourcing (FAO)10% Business Consulting +1 service10% StaffingNavy Financial is an Accounting company located in Lorain, Ohio. They focus on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr50 - 249Wilmington, DE
Services provided
20% Accounting20% Application Testing20% BI & Big Data Consulting & SI +2 services20% Cybersecurity20% Mobile App DevelopmentBased in Wilmington, Delaware, Glocal Accounting is a big data company. Established in 2007, the team specializes in BI & big data consulting & SI and Cybersecurity.
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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 reviews of Indinero indicate a strong overall sentiment, highlighting their exceptional communication, responsiveness, and expertise in financial management. Clients, such as the President & CEO of GO Processing, commend Indinero for effectively reorganizing financial structures and providing valuable insights that facilitate strategic decision-making. Notably, the attention to detail and the team's ability to simplify complex financial topics have been particularly appreciated. Clients report a significant improvement in financial visibility and organization, making Indinero a trusted partner in their growth.Was 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?
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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)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.
Reviews mention Communicative
The feedback regarding Zenbooks highlights a strong sentiment towards their communication skills. Clients noted 'great communication and availability,' as well as their politeness and knowledgeability. However, there was a suggestion for improvement in staffing, specifically the need for more French-speaking personnel to enhance communication with Quebec companies. Overall, the sentiment is positive, indicating that clients appreciate the responsiveness and clarity of communication from Zenbooks.-
Accounting Services for Sports Association
3.5 Mar 24, 2026Good project management. Delivered on time. Need more French staff to communicate with QC companies. Great communication and availability. They are polite and knowledgeable.
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Industry Experience
Zenbooks has demonstrated expertise across multiple industries, including Advertising & Marketing, Business Services, Sports, Information Technology, Financial Services, Hospitality & Leisure, Real Estate, and Medical. Reviewers consistently highlight their strengths in bookkeeping, tax advisory, and payroll management. Sentiment is overwhelmingly positive, with clients praising Zenbooks' responsiveness, professionalism, and ability to streamline financial processes, making them a strong fit for organizations seeking reliable financial services in these sectors.
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Consulting Real estate Information technology Hospitality & leisure Financial services Sports Business services Advertising & marketing MedicalWas 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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$1,000+< $25 / hr250 - 999Wakefield, MA
Services provided
30% Accounting30% Back Office Outsourcing20% Business Consulting +1 service20% Custom Software DevelopmentVestmark is an Accounting company. They are headquartered in Wakefield, Massachusetts. Their team specializes in Accounting and Back Office Outsourcing.
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$1,000+$25 - $49 / hr250 - 999Frisco, TX
Services provided
30% Accounting40% IT Managed Services30% Business ConsultingDynamic Global Staffing is a midsize IT managed services company launched in 2007. Their team offers IT managed services and Accounting.
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UndisclosedUndisclosed250 - 999Birmingham, AL
Services provided
30% Accounting45% HR Consulting25% StaffingMatrix Resources Inc. Is a HR Consulting company. Established in 1983, their team focuses on HR Consulting and Accounting.
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UndisclosedUndisclosed250 - 999Plantation, FL
Services provided
30% Accounting30% Call Center Services30% Other IT Consulting and SI +2 services5% IT Managed Services5% IT Strategy ConsultingContax360 BPO Solutions, Inc. Is an Accounting company. Their midsize team is based in Plantation, Florida and specializes in Accounting and Call Center Services. The company was established in
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UndisclosedUndisclosed250 - 999Lutz, FL
Services provided
30% Accounting40% Business Consulting30% Custom Software DevelopmentWittenberg Weiner Consulting LLC - Global is a Business Consulting company. The Lutz, Florida-based company specializes in Business Consulting and Accounting.
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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?
2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 — Clarity Tax Group & CPA's provides accounting and payroll processing services for a painting company. The team is responsible for managing the client's bookkeeping and payroll and creating financial Read moreWas 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.
Reviews mention Reliable
Clients consistently highlight Wasserman Accounting CPA's reliability in managing essential accounting tasks. One client noted their 'steady project management,' with most deliverables completed on time and clear communication maintained throughout the process. Another praised their 'consistent' handling of accounting needs, emphasizing compliance and organization without complications. Overall, the sentiment reflects a strong appreciation for the company's dependable service and commitment to meeting statutory deadlines.-
Accounting Services for Digital Marketing Agency
5.0 Dec 1, 2025Their project management was steady. Most core items were delivered on time, and statutory deadlines were met. Communication was generally clear, and they responded to my needs when asked. They provided updates when required and handled tasks in a reliable, organised way.
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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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UndisclosedUndisclosed250 - 999San Jose, CA
Services provided
30% Accounting20% Business Consulting50% OtherGlobal Upside, an Accounting company, was launched in 1999. The firm provides Accounting and Business Consulting, and is midsize.
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UndisclosedUndisclosed250 - 999Oak Brook, IL
Services provided
30% Accounting35% Financial Advising & Planning20% Funding & Investment +1 service15% Commercial FinancingHeadquartered in Oak Brook, Illinois, E78 Partners is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Accounting.
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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.
1 of 1 reviews is 5 starsLess than $10,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In the last six months, clients have praised Appletree Business Services for their professionalism and proactive approach. Notably, a Creative Director highlighted Patrick's expertise in growth, HR, and marketing, stating his sound advice has significantly benefited their business. Clients consistently noted timely project delivery and effective communication methods, with no reported areas for improvement. Overall, the sentiment reflects strong satisfaction and a commitment to ongoing collaboration.Was this helpful?
14 of 16 Accounting reviews are 5 stars3 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 16 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Flooring Company
4.5 — Appletree Business Services provides accounting services for a flooring company. The team is responsible for maintaining accurate monthly financials, reconciling monetary transactions, and managing Read moreWas this helpful?
Industry Experience
Appletree Business Services has demonstrated strong expertise in various industries including real estate, advertising & marketing, construction, business services, financial services, home services, and manufacturing. Feedback highlights their strengths in financial due diligence, bookkeeping, and tax preparation, with clients appreciating their responsiveness and proactive project management. Overall sentiment is positive across industries, indicating that Appletree is well-suited for companies seeking reliable financial services and strategic business advice.
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Advertising & marketing Construction Other Industry Business services Home Services Financial services Manufacturing Hospitality & leisure Wellness & Fitness Real estate DesignWas 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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UndisclosedUndisclosed250 - 999Washington, DC
Services provided
30% Accounting20% Business Valuation Services20% Commercial Financing +2 services20% Financial Consulting10% Litigation Support ServicesMidsize Accounting company Compass Lexecon, is located in Washington, District of Columbia. The team specializes in Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Clifton, NJ
Services provided
25% Accounting25% Financial Advising & Planning25% Financial Consulting +1 service25% Funding & InvestmentBusiness Loan Warrior is a small Accounting company headquartered in Clifton, New Jersey. The team provides Accounting and Financial Advising & Planning.
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$10,000+$300+ / hr10 - 49Lake Forest, IL
Services provided
25% Accounting60% Tax Law15% Financial Advising & PlanningElite Consulting, P.C., a Tax Law company, was established in 2016. Based in Lake Forest, Illinois, the team focuses on Tax Law and Accounting.
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Undisclosed$50 - $99 / hr10 - 49Cerritos, CA
Services provided
25% Accounting25% Financial Advising & Planning25% Financial Consulting +1 service25% Tax LawLibre Tax Service is an Accounting company. The Cerritos, California-based team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Sarasota, FL
Services provided
100% AccountingSee all 1 projectsKoontz & Parkin, CPAs is a respected accounting services firm specializing in monthly bookkeeping, tax preparation, and financial advisory for businesses. Clients commend their expertise, proactive approach, and seamless communication, with 100% positive feedback highlighting their reliability and efficiency in managing financial tasks and ensuring compliance.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Bookkeepting & Tax Preperation for Inbound Marketing Firm
5.0 — Koontz & Parkin, CPAs provides bookkeeping, tax preparation, and tax consultation services for a marketing agency. Read moreWas this helpful?
Industry Experience
Koontz & Parkin, CPAs has demonstrated strong expertise in the Advertising & Marketing sector, particularly servicing clients in real estate, healthcare, and technology industries. Their clients praise the firm for comprehensive bookkeeping, tax preparation, and proactive financial advice, resulting in significant time and cost savings. Overall sentiment is highly positive, indicating that potential clients in these industries can expect reliable partnerships and effective financial management.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of Koontz & Parkin, CPAs express strong satisfaction with the value for money provided. One CEO noted an investment of approximately $30,000 for ongoing services, emphasizing that the firm offers peace of mind and saves time and money. Clients appreciate the proactive approach and the team's expertise, which contributes to their overall satisfaction. There were no significant complaints regarding pricing, indicating a positive sentiment towards the company's cost-effectiveness.Was this helpful?
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
100% AccountingSee all 1 projectsOgden Page Accountancy Corporation is a specialized firm offering comprehensive accounting services, including tax preparation, bookkeeping, and financial advisory. Reviewers consistently praise their detail-oriented approach, with 100% positive feedback highlighting their effectiveness in cost-saving and ethical practices. Clients appreciate their proactive communication and business savvy, making them a reliable partner for financial management.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Branding & Marketing Agency
5.0 — Ogden Page Accountancy Corporation provides bookkeeping and tax services for a marketing agency. They also dedicate business consulting support, making key recommendations to better equip the Read moreWas this helpful?
Industry Experience
Ogden Page Accountancy Corporation has demonstrated strong expertise in the Advertising & Marketing industry, providing comprehensive tax and bookkeeping services that have led to significant cost savings for clients. Their strengths include detailed bookkeeping, proactive business advising, and effective communication. Overall sentiment is highly positive, with clients appreciating the firm’s attention to detail and business acumen, making them a strong candidate for businesses seeking financial management within this sector.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of Ogden Page Accountancy Corporation consistently highlight the company's cost-effectiveness and value for money. One client noted that their investment of over $10,000 resulted in significant savings on taxes and improved bookkeeping efficiency, stating, "He’s very cost-effective. I used to do my taxes elsewhere and spent much more money for the services I received." Overall, the sentiment reflects satisfaction with the quality of service relative to the costs incurred.Was this helpful?
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UndisclosedUndisclosed10 - 49Allentown, PA
Services provided
100% AccountingSee all 1 projectsMillerSearles LLC is a boutique accounting firm specializing in tax preparation, financial statement preparation, and business auditing. With 100% positive feedback, clients commend their reliability, quick document delivery, and comprehensive tax services. Although their services are premium-priced, they are trusted for their expertise and efficiency.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax & Accounting Services for Commercial Real Estate Company
5.0 — MillerSearles LLC provides tax and accounting services for a commercial real estate company. They help the client find tax sheltering; they also audit financial statements. Read moreWas this helpful?
Industry Experience
MillerSearles LLC has demonstrated expertise primarily in the real estate industry, providing tax services and financial statement audits. Clients express high satisfaction with their reliability, promptness, and trustworthiness, noting significant positive impacts on tax management and compliance. Overall, the sentiment reflects strong client confidence in MillerSearles LLC's services for real estate professionals seeking specialized accounting assistance.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients appreciate the value provided by MillerSearles LLC, noting their reliability and expertise in tax management. One client mentioned investing approximately $15,000, highlighting that despite higher costs typical of boutique firms, the quality of service justifies the expense. They emphasize that MillerSearles delivers prompt responses and effective tax solutions, reinforcing the sentiment that clients receive good value for their investment.Was this helpful?
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UndisclosedUndisclosed2 - 9Temecula, CA
Services provided
100% AccountingSee all 1 projectsTax City, Inc. is an accounting services firm specializing in tax preparation and bookkeeping. The company is praised for its effective tax-saving strategies and excellent project management, with 100% positive feedback highlighting their personable service and efficiency. A common suggestion is to expand their team to enhance service capacity.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
B2C Tax Preparation Services for VP of Business Dev
5.0 — Tax City, Inc. prepared the 2020 taxes of a business development professional using QuickBooks. One person was in charge of the project. Read moreWas this helpful?
Industry Experience
Tax City, Inc. has garnered positive feedback primarily within the business services sector, where their expertise in tax preparation and strategy implementation has proven beneficial. Clients have praised their effective project management, timely communication, and personable approach, which fosters strong professional relationships. Overall sentiment indicates a high level of satisfaction, with recommendations emphasizing their capacity to deliver significant tax savings and improved financial outcomes.
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Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend Tax City, Inc. for delivering significant value relative to their pricing. One client noted an investment of $1,200, which resulted in effective tax-saving strategies and a positive experience marked by excellent project management and communication. Overall, feedback reflects satisfaction with the cost-effectiveness and quality of service, with recommendations to engage early in the process for optimal results.Was this helpful?
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UndisclosedUndisclosed2 - 9Yonkers, NY
Services provided
100% AccountingSee all 1 projectsRiver Rock Financial is an accounting services provider specializing in tax preparation. With a focus on handling clients' tax needs efficiently, they have received positive feedback for their honesty and reliability, satisfying customer expectations. However, some clients suggest they could improve by better anticipating business needs and offering strategic tax advice.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Dental Staffing Firm
5.0 — River Rock Financial provided accounting services for a dental staffing company. They were tasked with handling the firm’s taxes. Read moreWas this helpful?
Industry Experience
River Rock Financial has demonstrated expertise in the dental staffing industry, providing reliable tax services that garnered positive feedback for their professionalism and integrity. Clients appreciate their straightforward communication and ability to fulfill commitments, although some suggest improvements in proactive tax strategy recommendations. Overall, River Rock Financial is well-suited for clients in the healthcare sector, particularly dental services, as they deliver effective solutions and satisfactory results.
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Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have generally expressed satisfaction with River Rock Financial's cost-effectiveness, noting an investment of $500 for tax services and a reliable execution of agreed-upon tasks. One client appreciated their honesty and lack of complications, while suggesting improvements in anticipating client needs. Overall, the sentiment indicates that clients perceive good value for money, particularly for straightforward services, although proactive strategic advice may be an area for enhancement.Was this helpful?
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UndisclosedUndisclosed2 - 9Centennial, CO
Services provided
100% AccountingSee all 1 projectsKramer & Jensen, LLC is a professional accounting firm specializing in financial advisory, tax preparation, financial analysis, and corporate accounting services. They have received 100% positive feedback, with clients praising their reliability, responsiveness, and strategic financial guidance. Reviewers frequently mention their reasonable pricing structure and the significant value provided by their services.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Business Accounting for Web Design Firm
5.0 — Kramer & Jensen, LLC provided accounting for a business. This included tax strategy, corporate filings, and financial advice. Read moreWas this helpful?
Industry Experience
Kramer & Jensen, LLC has demonstrated significant expertise in the Advertising & Marketing industry, receiving positive feedback for their strategic financial guidance and responsiveness. Clients describe them as professional, fiscally conservative, and effective partners in managing corporate accounting and tax strategy. The overall sentiment within this industry is highly favorable, indicating that potential clients in Advertising & Marketing can expect reliable, high-quality financial services that support growth and stability.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend Kramer & Jensen, LLC for their reasonable pricing structure and superior value for money. One client highlighted that they have never been surprised by a bill and felt that competitors would charge more for the engaged advice received. Overall, the sentiment is positive, with feedback emphasizing the firm's transparency in costs and the quality of service provided, making them a trusted partner in financial matters.Was this helpful?
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UndisclosedUndisclosed2 - 9Brick Township, NJ
Services provided
100% AccountingSee all 1 projectsJoseph Apuzzo, CPA is a highly recommended accounting services provider specializing in bookkeeping and tax preparation, including quarterly tax filings. Reviewers consistently highlight Joe's proficiency and professionalism, with 100% positive feedback. His expertise in IRS tax regulations and dedication to clients makes him an ideal choice for businesses and individuals seeking reliable financial services.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Preparation for Life Coaching Platform
5.0 — Joseph Apuzzo, CPA is providing bookkeeping and tax preparation services for a life coaching platform. They provide the required documents for the client's quarterly tax filings. Read moreWas this helpful?
Industry Experience
Joseph Apuzzo, CPA has demonstrated notable expertise in the consulting industry, particularly in bookkeeping and tax preparation. Clients highlight his proficiency in IRS regulations, effective communication, and dedication to client success. Feedback emphasizes his ability to handle diverse business entities, including small businesses and larger corporations. Overall, sentiment is overwhelmingly positive, suggesting strong compatibility for clients in consulting and related sectors seeking reliable accounting and tax services.
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ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise Joseph Apuzzo, CPA for his fair and transparent pricing structure, which is based on the number of services provided. One long-term client noted that billing has always been 'on point' and highlighted Joe's extensive knowledge and professionalism. Overall, the sentiment reflects a strong sense of value for money, with clients expressing high satisfaction and a willingness to recommend his services.Was this helpful?
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UndisclosedUndisclosed10 - 49Riverside, CA
Services provided
100% AccountingSee all 1 projectsLeivas Tax Wealth Management is a professional accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With 100% positive reviews highlighting their expertise in tax laws and business consulting, clients appreciate their communicative approach and personalized service, though they could improve on meeting deadlines during busy periods.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Preparation for Parking Services Company
5.0 — Leivas Tax Wealth Management services for a parking services company. Their work includes bookkeeping, IRS extensions and payments, and other business consulting services. Read moreWas this helpful?
Industry Experience
Leivas Tax Wealth Management has demonstrated expertise primarily in the Hospitality & Leisure sector, providing bookkeeping and business consulting services. Clients commend their in-depth knowledge of tax laws and their proactive approach to client communication. The overall sentiment is positive, highlighting their ability to foster strong relationships and deliver significant business growth. However, timely project management, particularly during peak tax seasons, is an area for improvement. Businesses in similar sectors may find this provider particularly beneficial.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Leivas Tax Wealth Management as offering good value for money, with one client noting a $50,000 investment over six years and highlighting significant tax savings and business growth. They commend the team's knowledge and responsiveness, indicating a strong return on investment. However, some feedback suggests improvements in deadline management during peak seasons. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services.Was this helpful?
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UndisclosedUndisclosed2 - 9Birmingham, AL
Services provided
100% AccountingSee all 1 projectsMETER & LOWE LLC is a specialized accounting and legal firm focusing on individual and personal accounting services rather than large business clientele. Feedback indicates strong effectiveness in their services, with 100% of reviewers noting successful outcomes. Wayne, the firm's owner, is praised for his flexibility and unique approach, although some mention he could benefit from more structured methods.
Industry Experience
METER & LOWE LLC has demonstrated significant expertise in the Consumer Products industry, particularly in supporting businesses through financial and legal challenges. Clients praise their effective handling of complex tax law and transitional capital flows, particularly during the Great Recession. The positive feedback emphasizes their strong project management and unique qualifications, such as having a JD and CPA. Potential clients in similar sectors may benefit from their tailored approach and in-depth understanding of accounting and legal matters.
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Consumer ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have noted that METER & LOWE LLC offers effective services at a reasonable cost, with one reviewer stating they invested less than $10,000 for impactful assistance during a challenging transition. While the service may feel expensive, it is perceived as valuable, with high praise for Wayne's expertise and ability to navigate complex financial systems. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, despite some suggestions for improved structure in service delivery.Was this helpful?
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UndisclosedUndisclosed2 - 9Mashpee, MA
Services provided
100% AccountingSee all 1 projectsThe Cloud Accountant, LLC specializes in tax preparation and accounting services, providing personalized support for clients like private practitioners. The reviews highlight their effective project management, strong communication, and thoroughness, with 100% positive feedback emphasizing ease, organization, and their personable approach. Clients appreciate their ability to manage tax filing efficiently and reduce stress.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Accounting for Private Psychotherapy Practice
5.0 — The Cloud Accountant provided accounting and filing services for a psychotherapy practice. They took all available receipts and tax documentation, went through them, and filed. Read moreWas this helpful?
Industry Experience
The Cloud Accountant, LLC has received positive feedback primarily from the psychotherapy and counseling industry. Clients emphasize the provider's expertise in tax accounting, highlighting their organized communication, efficiency, and personal touch. The overall sentiment is one of satisfaction, with clients appreciating the ease and thoroughness of their tax preparation process. This indicates a strong fit for professionals in similar fields seeking reliable and attentive accounting services.
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Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of The Cloud Accountant, LLC generally perceive the company's services as offering good value for money. One client noted a cost of $450–$500 for tax services, emphasizing the peace of mind and efficiency gained from professional assistance. The overall sentiment reflects satisfaction with the firm's communication and organization, with clients appreciating the time saved and the thoroughness of the service provided, reinforcing the belief that the investment is worthwhile.Was this helpful?
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UndisclosedUndisclosed2 - 9Decatur, GA
Services provided
100% AccountingSee all 1 projectsSuzann Knap, CPA - Knap Tax is a personalized accounting services firm specializing in tax preparation, financial statement preparation, and financial advisory for both businesses and nonprofits. Reviewers praise Suzann's expertise, responsiveness, and ability to effectively manage tax liabilities, with 100% positive feedback highlighting her knowledge in tax law and accounting practices. Her personalized approach and strategic financial advice have been instrumental in helping clients maximize capital for business growth.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Financial Consulting for Web Design Company
5.0 — Suzann Knap, CPA - Knap Tax provides tax filing consultation services for a professional web design and branding company. Read moreWas this helpful?
Industry Experience
Suzann Knap, CPA - Knap Tax has demonstrated expertise in the IT Services sector, particularly assisting small businesses and nonprofits with accounting and tax strategies. Clients commend her personalized service, responsiveness, and ability to optimize tax deductions, resulting in significant financial benefits. The overall sentiment is highly positive, indicating that potential clients in the IT Services industry can expect effective financial management and tailored guidance to enhance their business growth.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with the value provided by Suzann Knap, CPA - Knap Tax, noting that the investment of $2,000 to $5,000 resulted in significant tax savings and enhanced financial management. One client highlighted the firm's ability to help maximize deductions and navigate tax laws effectively, underscoring the personalized service and responsiveness. Overall, the sentiment reflects a strong perception of cost-effectiveness and quality service, with no reported areas for improvement.Was this helpful?
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
100% AccountingSee all 1 projectsARK-LLP Accountant and Advisors is a comprehensive provider of accounting services, including bookkeeping, financial reporting, tax preparation, and financial advisory. The firm is highly regarded for its personalized service, with clients praising their honesty, competitive pricing, and effective guidance in business and personal finance management. Approximately 90% of feedback highlights their dedication to maintaining strong client relationships and ensuring proper financial practices.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting for Apparel Wholesale Business
5.0 — ARK-LLP Accountant and Advisors helped launch a real estate business with legal and registration services. When the client's portfolio expanded to apparel, they came on board to provide accounting Read moreWas this helpful?
Industry Experience
ARK-LLP Accountant and Advisors has demonstrated expertise in the retail and real estate sectors, providing comprehensive accounting support that includes LLC formation and QuickBooks management. Clients appreciate their attention to detail, customer service, and competitive pricing. Overall, feedback indicates a strong positive sentiment, particularly regarding their personalized approach and reliability, making them a suitable partner for businesses in retail and property management.
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RetailWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients appreciate ARK-LLP Accountant and Advisors for their competitive pricing and value for money. One client noted that their services, including data entry and bookkeeping, have saved them significant costs compared to hiring an in-house accountant. They emphasize the firm's honesty and commitment to providing comprehensive guidance without overcharging. Overall, clients express satisfaction with the balance of cost and quality, highlighting the importance of evaluating their needs before engaging with ARK-LLP.Was this helpful?
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UndisclosedUndisclosed2 - 9San Antonio, TX
Services provided
100% AccountingSee all 1 projectsMark B Lackie CPA is a professional accounting service provider specializing in bookkeeping, tax preparation, and financial statement preparation for small firms and nonprofit organizations. The reviews highlight Mark's personalized and patient approach, with 100% positive feedback emphasizing his efficiency in filing IRS 990 tax forms and his dedication to transparency and accountability.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Bookeeping for Nonprofit
5.0 — Mark B Lackie, PC provides accounting and bookkeeping services to a nonprofit organization. He refined the accounting process and helped deliver the client's reporting obligations for Read moreWas this helpful?
Industry Experience
Mark B Lackie CPA has demonstrated expertise primarily in the nonprofit and media sectors, receiving positive feedback for his thoroughness in handling accounting and bookkeeping tasks crucial for transparency and accountability. Clients appreciate his personalized service, responsiveness, and ability to meet deadlines, particularly regarding IRS 990 tax filings. The overall sentiment is highly favorable, especially for organizations that prioritize financial clarity and integrity in their operations.
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MediaWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Mark B Lackie CPA is recognized for providing exceptional value for money, with clients noting that services cost less than $5,000 for comprehensive accounting support. One client highlighted Mark's ability to secure better deals for QuickBooks, enhancing overall cost-effectiveness. The sentiment is overwhelmingly positive, with clients appreciating his personalized service, responsiveness, and commitment to transparency, further reinforcing the belief that he offers significant value for the investment made.Was this helpful?
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
100% AccountingSee all 1 projectsdbooks bookkeeping services is an accounting firm specializing in bookkeeping and financial reporting. Their reviews highlight exceptional attention to detail and effective project management, with 100% positive feedback regarding their organized communication and timely tax filing. Clients appreciate their expertise in handling complex financial tasks, allowing businesses to focus on strategic growth.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Bookkeeping Services for Robotics & Engineering School
5.0 — dbooks bookkeeping services does bookkeeping using QuickBooks. The team tracks income and expenses to create P&L statements and financial reports. They've also helped the client set up Read moreWas this helpful?
Industry Experience
dbooks bookkeeping services has demonstrated expertise primarily in the design industry, particularly with small businesses like Brooklyn Robot Foundry. Clients commend their meticulous attention to detail, timely tax filing, and strategic financial consultation, especially regarding franchising. Overall sentiment is highly positive, highlighting dbooks' ability to foster organizational confidence and growth through effective bookkeeping solutions. Potential clients in the design sector seeking reliable and knowledgeable bookkeeping support would find dbooks to be an excellent match.
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DesignWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express high satisfaction with dbooks bookkeeping services, citing their annual retainer of $23,000 as a worthwhile investment. One client noted that dbooks' meticulous attention to detail and organizational skills have significantly improved their financial management. They appreciate timely tax filings and the strategic freedom gained by entrusting bookkeeping to a competent team. Overall, the sentiment reflects strong value for money, with clients recommending dbooks for small businesses seeking reliable financial oversight.Was this helpful?
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
100% AccountingSee all 1 projectsBrilliant Solutions Group, Inc. is an accounting services provider specializing in consulting, bookkeeping, and QuickBooks setup and training. Their clients describe them as knowledgeable, helpful, and thorough, with 100% of reviewers noting their impressive attention to detail. However, there is room for improvement in their product delivery speed.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Marketing & Advertising Agency
5.0 — Brilliant Solutions Group, Inc. provides a mobile app advertising and marketing firm with QuickBooks accounting services. They analyze and categorize the client’s financials and provide software Read moreWas this helpful?
Industry Experience
Brilliant Solutions Group, Inc. has received positive feedback particularly from the Advertising & Marketing industry, where they provided accounting consulting and QuickBooks training. Clients noted their expertise, attention to detail, and effective project management, contributing to a well-organized financial foundation. The overall sentiment is favorable within this sector, indicating that they are a strong fit for companies seeking thorough accounting support and training.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Brilliant Solutions Group, Inc. as providing good value for money, with one client noting a $10,000 investment yielding a well-organized QuickBooks setup and effective training for their team. The company's knowledgeable and attentive approach is highlighted as a key strength, although some clients suggest that enhancing product delivery speed could improve overall satisfaction. Overall, the sentiment reflects a positive view of the company's cost-effectiveness relative to the services rendered.Was this helpful?
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UndisclosedUndisclosed10 - 49Bowie, MD
Services provided
100% AccountingSee all 1 projectsAims LLC is an accounting services firm specializing in tax preparation, financial reporting, and CPA services. Reviews highlight their expertise in providing tax advantages, effective project management, and strong federal accounting knowledge. With 100% positive feedback, clients commend their IT integration and advisory on mergers and acquisitions, though some suggest expanding their team to support growth.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Training & Coaching Company
5.0 — A training and coaching company engaged with Aims LLC for their accounting services. They start every project with a profile assessment to determine if their services are fit for the client's Read moreWas this helpful?
Industry Experience
Aims LLC has received positive feedback primarily within the business services industry, showcasing their expertise in accounting and financial services. Clients commend their project management, federal accounting knowledge, and ability to optimize tax advantages, particularly for mergers and acquisitions. Overall sentiment indicates strong satisfaction with Aims LLC’s capabilities, making them a suitable choice for businesses seeking reliable accounting support.
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Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed positive sentiments regarding Aims LLC's cost-effectiveness, noting the investment range of $5,000–$15,000 for comprehensive accounting services. Feedback highlights their excellent project management and ability to maximize tax advantages, reinforcing the value for money provided. One client emphasized the firm's proficiency in federal accounting and tax strategies, recommending Aims LLC for businesses seeking accounting expertise. Overall, clients perceive Aims LLC as delivering strong value relative to their pricing.Was this helpful?
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UndisclosedUndisclosed10 - 49Christiansburg, VA
Services provided
100% AccountingSee all 1 projectsWorley Accounting is an accounting services company specializing in tax preparation, financial planning, bookkeeping, and payroll for small businesses. The reviews highlight a 100% satisfaction rate, emphasizing Robert's exceptional communication, educational approach, and timely tax filing. Clients appreciate the personalized service and valuable tax strategies provided.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Prep & Financial Planning for Financial Advising Agency
5.0 — Worley Accounting prepares taxes and provides other financial planning services for a financial advising agency. They advise on the client’s income and asset structure and help with bookkeeping Read moreWas this helpful?
Industry Experience
Worley Accounting has received positive feedback predominantly from clients in the financial services sector. Clients commend their expertise in tax preparation, financial planning, and bookkeeping, highlighting their structured tax strategies and personalized communication. The provider's strengths lie in their responsiveness and ability to simplify complex financial topics. Overall sentiment reflects strong satisfaction, particularly for small businesses seeking comprehensive financial guidance.
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Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express high satisfaction with Worley Accounting's cost-effectiveness, noting that services provided for approximately $600 have significantly improved their tax strategy and financial management. One client highlighted the exceptional value of personalized attention and education received from Robert, the founder, emphasizing that the investment has saved them time and maximized financial opportunities. Overall, the feedback reflects a strong sentiment of value for money and effective communication.Was this helpful?
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$1,000+$50 - $99 / hr2 - 9Lewes, DE
Services provided
35% Accounting35% IT Managed Services20% Finance & Accounting Outsourcing (FAO) +1 service10% IT Strategy ConsultingDelmarva CFO LLC is an IT managed services company. Launched in 2021, the company offers IT managed services and Accounting.
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$1,000+$100 - $149 / hr2 - 9Port St. Lucie, FL
Services provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% Business ConsultingXecutive Drive, a small Finance & Accounting Outsourcing (FAO) company, is located in Port St. Lucie, Florida. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
35% Accounting15% Compliance Consulting15% Finance & Accounting Outsourcing (FAO) +3 services15% Financial Advising & Planning15% Financial Consulting5% Fractional CFO ServicesAccrulyn Financial Services is a small Accounting company based in Torrance, California. Their services include Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9Jersey City, NJ
Services provided
35% Accounting20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & Planning +3 services10% Account-Based Marketing10% Fractional CFO Services5% Fractional CMO ServicesAccounting company AccMan Consultancy was established in 2018. The company specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosed2 - 9Alexandria, VA
Services provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% Financial ConsultingProfitwave360 LLC, a Finance & Accounting Outsourcing (FAO) company, is located in Alexandria, Virginia. They provide Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr10 - 49Hollywood, FL
Services provided
30% Accounting20% Sales Outsourcing15% Digital Strategy +3 services15% Finance & Accounting Outsourcing (FAO)10% Business Consulting10% Financial ConsultingSee all 1 projectsTriumph Solutions offers a broad range of services for business owners, executives, and independent professionals. We are professional and experienced SERVICES FOR INDIVIDUALS You get one-on-one
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UndisclosedUndisclosed10 - 49Aurora, CO
Services provided
30% Accounting30% Insurance Services & Brokers20% Litigation Support Services +1 service20% Tax LawFirst Choice Insurance - Premier Group Insurance, an Accounting company, provide Accounting and Insurance Services & Brokers. They were founded in 2015.
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UndisclosedUndisclosed10 - 49Folsom, CA
Services provided
30% Accounting40% Business Consulting30% Media & Entertainment LawLaunched in 2025, Vedic remedy is a small Folsom, California-based Business Consulting company. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Syracuse, NY
Services provided
45% Accounting15% HR Consulting15% IT Managed Services +2 services15% Marketing Strategy10% Market ResearchDermody Burke & Brown, CPAs, LLC is an Accounting company launched in 1956. The midsize team offers Accounting and IT managed services.
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UndisclosedUndisclosed50 - 249Southlake, TX
Services provided
25% Accounting25% Financial Advising & Planning25% Financial Consulting +1 service25% Tax LawBarr Advanced Tax Solutions, an Accounting company, is in Southlake, Texas. Their services include Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr50 - 249Miami, FL
Services provided
25% Accounting25% Business Consulting25% Fractional CFO Services +1 service25% Intellectual Property LawBusiness Consulting company Trademark Essence is headquartered in Miami, Florida. Their services include Business Consulting and Accounting.
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$1,000+$50 - $99 / hr50 - 249Hagerstown, MD
Services provided
25% Accounting25% Business Continuity Management25% Business Valuation Services +1 service25% Compliance ConsultingLaunched in 2023, Edge RCM is an Accounting company. Headquartered in Hagerstown, Maryland, the team offers Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
50% Accounting50% Financial Advising & PlanningSee all 1 projectsCamuso CPA PLLC is an accounting firm specializing in outsourced CFO services, tax preparation, and financial analysis for e-commerce businesses. According to client reviews, 100% were positive, highlighting their exceptional understanding of e-commerce operations and effective project management. Clients commend the firm's ability to enhance profitability and provide clear financial insights.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Online Bracelets & Accessories Store
5.0 — Camuso CPA PLLC provides accounting services for an online accessories store. The team’s work involves discussing the business’ profit and loss management and figuring out ways to improve the Read moreWas this helpful?
Industry Experience
Camuso CPA PLLC has received positive feedback primarily from clients in the retail and e-commerce sectors. The firm is praised for its expertise in outsourced CFO services, enhancing profitability, and adapting accounting practices to unique business needs. Clients appreciate the timely communication and comprehensive support provided by the team. Overall sentiment indicates a strong fit for businesses in the retail and e-commerce industries, highlighting Camuso's strengths in financial management and strategic insights.
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RetailWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Camuso CPA PLLC's pricing and value, noting that their investment of approximately $1,100 per month has resulted in increased profitability and better financial understanding. One client highlighted the firm's excellent communication and project management, stating that they have seen significant ROI from their services. Overall, feedback indicates that the cost is justified by the quality and impact of the services provided, particularly for e-commerce businesses.Was this helpful?
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UndisclosedUndisclosed10 - 49Conway, AR
Services provided
20% Accounting20% Business Consulting20% Financial Advising & Planning +2 services20% Financial Consulting20% Funding & InvestmentFounded in 2008, Fintechzoom Pro is a Business Consulting company. Their team focuses on Business Consulting and Accounting.
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Undisclosed$100 - $149 / hr2 - 9New York, NY
Services provided
20% Accounting40% Fractional CFO Services20% Finance & Accounting Outsourcing (FAO) +1 service20% Tax LawSee all 4 projectssebCFO is a professional accounting services firm specializing in bookkeeping, financial analysis, and tax preparation. With a 100% positive feedback rate, clients commend their strategic insight and timely, accurate financial reporting. Reviewers highlight sebCFO’s expertise in financial advisory and management, with 75% noting their adaptability and strategic value in business growth and decision-making.
Reviews mention Detail-oriented
Clients highlighted sebCFO's meticulous approach, particularly in financial analysis and M&A negotiations. One client noted that their 'attention to detail' provided a significant advantage during negotiations, leading to a higher valuation. Overall sentiment reflects strong satisfaction with their detail-oriented service, emphasizing the importance of accurate financial presentation and adaptability in meeting client needs.-
Financial Consulting & Strategy for Music Festival Prod Co
5.0 Jun 9, 2025The attention to detail definitely gave us an edge in negotiations. Their expertise in M&A finance and attention to detail definitely gave us an edge in negotiations.
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4 of 4 Accounting reviews are 5 stars4 new reviews for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping & Financial Advisory for Meal Prep Company
5.0 — sebCFO provides bookkeeping and financial advisory services for a meal prep company. They organize and analyze the client's financials to determine the best way to scale their business. Read moreWas this helpful?
Industry Experience
sebCFO has demonstrated expertise across multiple industries, including Advertising & Marketing, Hospitality & Leisure, Food & Beverage, and Healthcare. Clients commend their meticulous financial management, strategic insights, and effective communication, leading to improved business outcomes and confidence in decision-making. Overall sentiment is highly positive, with particular strengths noted in M&A finance, bookkeeping, and tailored growth strategies, making them well-suited for businesses seeking financial clarity and strategic advice in these sectors.
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Advertising & marketing Hospitality & leisure Food & Beverage HealthcareWas this helpful?
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$1,000+$100 - $149 / hr2 - 9Naperville, IL
Services provided
25% Accounting25% Commercial Financing25% Financial Advising & Planning +1 service25% Insurance Services & BrokersCommercial Financing company Susan S. Lewis, Ltd was launched in 1986. The agency provides Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
20% Accounting50% Commercial Property Management20% Architectural Design +1 service10% Building Security ServicesWPD Management is a Commercial Property Management company. Founded in 2010, the company is located in Chicago, Illinois. Their services include Commercial Property Management and Accounting.
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$5,000+$100 - $149 / hr50 - 249Chicago, IL
Services provided
20% Accounting20% Business Consulting20% Finance & Accounting Outsourcing (FAO) +2 services20% Financial Advising & Planning20% Financial ConsultingOdoni Partners CPAs is a Business Consulting company. In Chicago, Illinois and Wheaton, Illinois, the team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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$10,000+$100 - $149 / hr50 - 249New York, NY
Services provided
20% Accounting20% Business Valuation Services20% Finance Law +2 services20% Financial Advising & Planning20% Financial ConsultingOutsourced Accountants Oman is a New York, New York-based Accounting company. They specialize in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Wilmington, DE
Services provided
20% Accounting20% Recruiting20% Recruitment Process Outsourcing +2 services20% Staffing20% Web DesignVirtual Business Staffing, a web design agency, was founded in 2018. The team offers Web Design and Accounting.
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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:
- In-depth client interviews and ratings
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- Market presence
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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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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
32.3/40.017/20 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
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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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