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
15,032 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 an accounting services firm specializing in bookkeeping, CPA, tax preparation, and financial advisory. Reviews highlight their affordability, responsiveness, and comprehensive tax management, with over 90% of clients expressing satisfaction. Clients appreciate their friendly approach and timely communication, with no significant areas for improvement noted.
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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive 1-800Accountant as offering good value for money, frequently highlighting the company's pricing as fitting their budgets. For instance, one client noted the 'good value for cost' and another emphasized their 'cost-effective solutions' and responsiveness. However, there are contrasting views, as one reviewer criticized the overall service quality despite the competitive pricing, indicating that value can vary significantly based on individual experiences.Was this helpful?
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$209 Best for businesses that need essential year-round $249 Tax prep, strategy, and bookkeeping tools. $419 Full-service bookkeeping plus Core Accounting.View PackagesBusiness Accounting Package
Flat-rate accounting packages for small businesses, freelancers, and entrepreneurs. From year-round tax advisory to full-service bookkeeping and tax preparation, we have a plan for every stage of business. No hourly fees, no surprises.Was this helpful?
Undisclosed$200 - $300 / hr10 - 49Serves United StatesServices provided
85% Accounting15% Tax LawSee all 37 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 High-quality work
Clients consistently commend George Dimov, CPA for delivering high-quality work and exceptional service. One finance director highlighted their professionalism and attention to detail, noting that the team provided actionable insights during the audit process. Similarly, the president of VLA&DI group praised the firm's perfect execution of service contracts and swift communication. Overall, feedback reflects a strong sentiment of reliability and excellence, with clients expressing intent to continue working with the firm.-
Service Contract Dev & Tax Services for Metal Fabrication Co
5.0 Jan 30, 2024Perfect job and high-quality service. It was excellent! They responded to my question so quickly. Even if I had some questions beyond work time, they still responded to me.
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Accounting for IT Services Company
5.0 Dec 17, 2025The quality of work and the way that they did all checks of controls.
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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?
Industry Experience
George Dimov, CPA demonstrates strong expertise in various industries, particularly in Advertising & Marketing, Information Technology, Financial Services, and Real Estate. Clients commend their responsiveness, thorough communication, and ability to provide tailored solutions that lead to significant financial benefits, including tax savings. Overall sentiment across industries remains highly positive, indicating that potential clients in these sectors can expect reliable, professional financial services that foster growth and clarity.
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Real estate Construction Financial services Consumer Products Other Industry Information technology IT Services Arts, entertainment & music Advertising & marketingWas this helpful?
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$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 Timely
Clients consistently commend CoCountant for their timely deliverables and responsive communication. For instance, one client noted that the team 'consistently checks in' and 'delivers items on time,' contributing to a smooth project management experience. Another client highlighted that they 'always deliver on time,' emphasizing the team's reliability. Overall, feedback reflects a positive sentiment regarding CoCountant's punctuality and commitment to meeting deadlines, enhancing clients' financial management processes.-
Finance & Accounting Outsourcing for Software Company
5.0 Jul 16, 2025They provide multiple people to support us, including a project manager, an accountant, and more. They work with my busy schedule and always deliver on time. They are clear communicators and a pleasure to work with.
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Bookkeeping & Financial Consulting for VoIP Services Company
5.0 Apr 13, 2026The team consistently checks in and looks for areas to improve services. They are reliable and respond quickly to any inquiries. The work itself is organized and deliverables are met in a timely fashion.
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Bookkeeping & Payroll Services for Nonprofit
4.0 Apr 18, 2026CoCountant has been responsive to our requests, consistently delivering reports tailored to our needs in a timely manner, which has improved the reliability and usefulness of our financial reporting. Jack (Accounting Manager) & Emma (Accounting Manager) has been very responsive and delivers on time. One of the most impressive aspects of CoCountant is their responsiveness. Despite being based outside of the United States, their team consistently communicates in a timely manner and remains readily available to address questions and requests.
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3 of 4 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsUnknown avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Accounting & Tax Filing Services for SaaS Data Company
5.0 — CoCountant provides accounting services for a SaaS data company. The team handles end-to-end financial accounting, monthly closing, financial statement preparation, A/R management, and sales tax Read moreWas this helpful?
Industry Experience
CoCountant has demonstrated expertise in various industries, including Telecommunications, Information Technology, Healthtech, Non-profit, and other sectors. Clients commend them for their reliable bookkeeping, timely financial reporting, and strategic insights. In Telecommunications, they excelled in monthly bookkeeping and consultation; in IT, they provided thorough financial management; in Healthtech and Non-profits, they gained praise for improving financial visibility and reducing workloads. Overall, sentiment is highly positive across these sectors, highlighting CoCountant's value in enhancing financial operations.
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Non-profit Software Healthcare Information technology TelecommunicationsWas this helpful?
View PackagesController-led finance on subscription
Pick the level of controller oversight that matches your complexity – upgrade anytime. $160 - Launch: Impeccably clean audit-ready books, signed-off with controller oversight. $460 - Scale: GAAP-perfect books, automated payroll + A P. $1270 -Command: Fractional finance team with Unlimited Ops-Finance and Pulse FP&A.Was this helpful?
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UndisclosedUndisclosed2 - 9Boca Raton, FL
Services provided
80% Accounting20% Business Valuation ServicesAccounting company Accounting & Valuation LLC was established in 2022. The team offers Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Bonita Springs, FL
Services provided
80% Accounting20% IT Strategy ConsultingShan & Co. Is an Accounting company. Their small team is headquartered in Bonita Springs, Florida. Their services include Accounting and IT strategy consulting.
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Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Serves United StatesServices provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance ConsultingSee all 20 projectsIndinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses.
Reviews mention Receptive
The feedback from clients highlights indinero's receptive nature, particularly in their communication and responsiveness. One client, the CTO of Remedly, Inc., noted that the team 'listens to you and helps solve your problems.' Additionally, the project management was praised for timely delivery and effective communication. Overall, the sentiment reflects a strong appreciation for the company's attentiveness to client needs and a commitment to addressing challenges without noted areas for improvement.-
Bookkeeping & Tax Services for HealthTech Firm
5.0 Oct 28, 2025What did you find most impressive or unique about this company? They listen to you and help solve your problems.
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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
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?
15 of 15 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 15 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Financial Services Firm
5.0 — Indinero has helped a financial services company restructure their QuickBooks, build budgeting and forecasting processes, and manage multistate tax filings across 25 states as they continue scaling Read moreWas this helpful?
Industry Experience
Indinero has demonstrated strong expertise across various industries, including financial services, advertising & marketing, medical, and software. Clients commend their attention to detail, responsiveness, and organizational skills, particularly in financial management and strategic planning. Overall sentiment is highly positive, with businesses highlighting improved financial visibility and operational efficiency, making Indinero a suitable partner for companies looking to enhance their accounting and financial processes.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software Financial servicesWas this helpful?
$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 Knowledgeable
Client feedback consistently highlights Zenbooks' exceptional knowledge and expertise in accounting and financial management. One client noted their 'depth of knowledge' and ability to handle tasks with 'confidence,' while another praised their 'skills, knowledge, professionalism, and kindness in support.' Overall, the sentiment regarding Zenbooks' proficiency is overwhelmingly positive, with clients appreciating their promptness and ability to deliver high-quality work.-
Bookkeeping Services for Reverse Sourcing Platform
5.0 Mar 19, 2026I'm impressed with Zenbooks' skills, knowledge, professionalism, kindness in support, and solution-oriented approach.
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Accounting Services for Sports Association
3.5 Mar 24, 2026Great communication and availability. They are polite and knowledgeable. More French staff. Better knowledge of QC laws. Ability to offer supplemental support in migration from legacy accounting software.
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Accounting Services for Event Design & Furniture Rental Co
5.0 Mar 25, 2026Zenbooks’ versatility, responsiveness, knowledge, and friendliness are impressive. The team delivers on time.
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Accounting for Business Services Company
5.0 Mar 30, 2026They seemed very knowledgeable, personable and had a genuine interest in getting to know my business and my financial goals.
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Accounting Services for Media Company
5.0 May 14, 2026What stood out most was their depth of knowledge. They clearly knew their stuff, handled everything with confidence, and turned things around faster than we expected.
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6 of 7 reviews are 5 stars7 new reviews for Accounting servicesLess than $10,000 avg. project costRead 7 Recent ReviewsReviewed 7 times in the past 6 months
Recent client feedback on Zenbooks highlights their exceptional responsiveness, professionalism, and depth of knowledge in financial services. Clients have praised their ability to deliver timely and accurate financial reporting and bookkeeping, allowing for improved decision-making. Specific commendations include effective communication and an impressive culture fit. However, some clients noted a desire for enhanced visibility in project tracking. Overall, sentiment towards Zenbooks remains highly positive, with many clients expressing satisfaction and no significant areas for improvement.Was this helpful?
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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UndisclosedUndisclosed2 - 9Portland, OR
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Blue Water Bookkeeping, LLC is an Accounting company. Founded in 2024, the agency is in Portland, Oregon. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hrFreelancerMinneapolis, MN
Services provided
67% Accounting33% Business ConsultingApex Business Partners is a small Accounting company headquartered in Minneapolis, Minnesota. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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50% Accounting50% Business ConsultingAccounting and Business Consulting company Johnson Global Accountancy Corp focuses on Accounting and Business Consulting. They are located in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingFoyle Business Services, Inc. Is a small Accounting and Business Consulting company based in Los Angeles, California. The team focuses on Accounting and Business Consulting.
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$1,000+$200 - $300 / hr2 - 9Alexandria, VA
Services provided
50% Accounting30% Finance & Accounting Outsourcing (FAO)10% Business Consulting +1 service10% Financial ConsultingRichard C Adamy CPA PC is a small Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 2013.
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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.
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?
Industry Experience
Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
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ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with Clarity Tax Group & CPA's pricing and value for money, noting that the services fit their budgets while delivering high-quality results. One client highlighted the company's responsiveness and professionalism, stating, 'Clarity always is quick to answer questions or needs.' Another emphasized the ease of working with them for bookkeeping and payroll, remarking on the timely and accurate handling of financial reports. Overall, feedback indicates a strong sentiment of value received for the cost.Was this helpful?
UndisclosedUndisclosed2 - 9Serves United StatesServices provided
100% AccountingSee all 2 projectsWasserman Accounting CPA is a professional accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and business auditing. The reviews indicate a strong focus on reliability, compliance, and clear communication, with 100% of reviewers noting their impressive project management and responsiveness. Clients appreciate their proactive approach to financial statement preparation and tax planning.
Reviews mention Communicative
Clients consistently commend Wasserman Accounting for their clear and effective communication. One client noted their 'impressive' ability to ensure all necessary information is available for business operations, while another highlighted their 'steady' project management and reliable updates. Both reviews emphasize that communication is organized and professional, with no areas for improvement mentioned. Overall, the sentiment reflects a strong appreciation for Wasserman Accounting's commitment to maintaining clear lines of communication throughout the engagement.-
Accounting Services for Digital Marketing Agency
5.0 Dec 1, 2025Communication was generally clear, and they responded to my needs when asked. They provided updates when required and handled tasks in a reliable, organised way. The most impressive aspect was their consistency. They handled the essential accounting tasks reliably and kept everything compliant without any drama. Their steady approach and clear communication made the day-to-day accounting side of the business run smoothly.
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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
Recent feedback for Wasserman Accounting CPA highlights their reliability and consistent communication in managing essential accounting tasks. A client from Prevention Digital praised their effective handling of payroll, VAT, and statutory filings, noting that all tasks were completed on time and maintained compliance without issues. The client emphasized the firm's good value for cost and steady project management, indicating satisfaction with the overall service and no areas for improvement.Was 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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$1,000+$200 - $300 / hr2 - 9Arlington, VA
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)Finance & Accounting Outsourcing (FAO) and Accounting company Augur CPA is based in Arlington, Virginia. Launched in 2020, the team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
Services provided
50% Accounting50% Financial Advising & Planning9FIFTEEN Accountants, an Accounting and Financial Advising & Planning company, was launched in 2020. They specializes in Accounting and Financial Advising & Planning.
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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?
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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UndisclosedUndisclosed2 - 9Mansfield, TX
Services provided
50% Accounting50% Direct MarketingSpeedyLedgers Bookkeeping is a Direct Marketing and Accounting company launched in 2024. The small team provides Direct Marketing and Accounting.
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UndisclosedUndisclosed2 - 9bayside, NY
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)Smartbooks360, a Finance & Accounting Outsourcing (FAO) and Accounting company, provides Finance & Accounting Outsourcing (FAO) and Accounting. The company is headquartered in bayside, New York.
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$1,000+$200 - $300 / hr2 - 9Ladson, SC
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)Parmar Accounting Service, a Finance & Accounting Outsourcing (FAO) and Accounting company, is in Ladson, South Carolina. They provide Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed< $25 / hr2 - 9Dover, DE
Services provided
50% Accounting50% Fractional CFO ServicesDaxable is an Accounting and Fractional CFO Services company. The Dover, Delaware-based team offers Accounting and Fractional CFO Services.
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$1,000+$25 - $49 / hr10 - 49Miami, FL
Services provided
20% Accounting80% HR ConsultingRegis HR Group, a HR Consulting company, is headquartered in Miami, Florida. The team specializes in HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Akron, OH
Services provided
20% Accounting80% StaffingMinute Men Staffing, a Staffing company, was established in 1968. They offers Staffing and Accounting.
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UndisclosedUndisclosed10 - 49Colorado Springs, CO
Services provided
20% Accounting30% Recruiting30% Staffing +2 services10% Business Consulting10% HR ConsultingLaunched in 1993, TPM Staffing Services is a Staffing company. In Colorado Springs, Colorado, the team offers Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
20% Accounting30% Recruiting30% Staffing +1 service20% Executive SearchLaunched in 1984, Osi Staffing Services Inc is a small Columbus, Ohio-based Staffing company. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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20% Accounting50% HR Consulting30% Business ConsultingEstablished in 1993, HRCS is a HR Consulting company. The small team provides HR Consulting and Business Consulting.
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UndisclosedUndisclosed10 - 49Boston, MA
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20% Accounting80% StaffingContemporaries, Inc. Is a Staffing company. They are in Boston, Massachusetts. Their team offers Staffing and Accounting.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
20% Accounting40% HR Consulting20% IT Managed Services +1 service20% Marketing StrategyHR Consulting company Avanti Staffing Inc. Was founded in 2003. The team offers HR Consulting and Accounting and is in Chicago, Illinois.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
20% Accounting40% Recruiting40% StaffingMcCall Staffing Service is a Staffing company. Founded in 1978, the agency is in San Francisco, California. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
20% Accounting40% Public Relations20% Digital Strategy +1 service20% Social Media MarketingArticulate Communications Inc. Is a public relations company. They are in New York, New York and have small team. Their services include Public Relations and Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
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20% Accounting40% Recruiting40% StaffingTaylor Hodson Inc., a Staffing company, was launched in 1987. The agency specializes in Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Robbinsville Township, NJ
Services provided
20% Accounting80% HR ConsultingTRICORE is a Robbinsville Township, New Jersey-based HR Consulting company. They specialize in HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Birmingham, AL
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20% Accounting80% HR ConsultingGalactic, Inc., a HR Consulting company, was established in 1997. The small team provides HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Buffalo, NY
Services provided
20% Accounting80% HR ConsultingLaunched in 1995, Employer Services Corporation is a HR Consulting company. The firm specializes in HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Phoenix, AZ
Services provided
20% Accounting80% HR ConsultingPay-Tech, Inc. Is a HR Consulting company. The Phoenix, Arizona-based firm offers HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Loveland, CO
Services provided
20% Accounting40% Recruiting40% StaffingAction Staffing Solutions is a Staffing company. The Loveland, Colorado-based team offers Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
20% Accounting20% Business Consulting20% Financial Advising & Planning +3 services20% Financial Consulting10% Funding & Investment10% Insurance Services & BrokersCollins Financial Services, a small Business Consulting company, is based in Los Angeles, California. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Norwalk, CT
Services provided
20% Accounting25% Recruiting25% Staffing +2 services20% Corporate Training & Coaching10% HR ConsultingFounded in 1995, Excel Partners, Inc. Is a Staffing company. The agency offers Staffing and Recruiting, and is small.
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UndisclosedUndisclosed10 - 49Kahului, HI
Services provided
20% Accounting30% Recruiting30% Staffing +1 service20% PEO/Employee LeasingEmployer's Options is a small Kahului, Hawaii-based Staffing company. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Rockford, IL
Services provided
20% Accounting50% HR Consulting30% PEO/Employee LeasingStaff Management, Inc. Is a HR Consulting company headquartered in Rockford, Illinois. Launched in 1983, the team offers HR Consulting and PEO/Employee Leasing.
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UndisclosedUndisclosed10 - 49Texarkana, TX
Services provided
20% Accounting80% HR ConsultingHorizons HR Services, a small HR Consulting company, is based in Texarkana, Texas and Garfield Heights, Ohio. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Corpus Christi, TX
Services provided
20% Accounting30% Recruiting30% Staffing +1 service20% HR ConsultingUnique Employment Services is a Staffing company launched in 1977. The team focuses on Staffing and Recruiting and is headquartered in Corpus Christi, Texas.
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UndisclosedUndisclosed10 - 49Edina, MN
Services provided
20% Accounting80% RecruitingKonik PrimeStaff is a small Edina, Minnesota-based Recruiting company. Their services include Recruiting and Accounting.
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UndisclosedUndisclosed10 - 49Boston, MA
Services provided
20% Accounting30% Commercial Financing20% Business Consulting +2 services20% Commercial Development10% Market ResearchRedgate is a Commercial Financing company. They were launched in 2010 and provide Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49Providence, RI
Services provided
20% Accounting40% Commercial Brokerage Services20% Commercial Financing +1 service20% Marketing StrategyWestcott Properties, a Commercial Brokerage Services company, provide Commercial Brokerage Services and Accounting. They were established in 1987.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
20% Accounting20% Commercial Brokerage Services20% Commercial Financing +2 services20% Commercial Property Management20% Social Media MarketingLocated in Los Angeles, California, Commercial Brokers International is a small Accounting company. The team offers Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
20% Accounting40% Commercial Brokerage Services20% Commercial Financing +2 services10% Business Consulting10% Digital StrategyLA Realty Partners is a Commercial Brokerage Services company. Their team is located in Los Angeles, California and specializes in Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Financing +1 service20% Commercial Property ManagementCommercial Real Estate Investments is a Commercial Brokerage Services company based in Los Angeles, California. The team focuses on Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed10 - 49Westchester, IL
Services provided
20% Accounting40% Corporate Training & Coaching40% HR ConsultingTandem HR is a Westchester, Illinois-based Corporate Training & Coaching company. They specialize in Corporate Training & Coaching and HR Consulting and were launched in 1997.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
20% Accounting20% Business Consulting20% Commercial Brokerage Services +3 services20% Commercial Financing10% Commercial Property Management10% Market ResearchCalifornia Commercial Real Estate Services is a small Newport Beach, California-based Accounting company. The team specializes in Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
20% Accounting20% Cybersecurity20% IT Managed Services +2 services20% IT Strategy Consulting20% Web DevelopmentLOGICFORCE, a small Accounting company, is located in Nashville, Tennessee. Their services include Accounting and IT managed services.
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UndisclosedUndisclosed10 - 49Santa Monica, CA
Services provided
20% Accounting30% Commercial Development20% Commercial Financing +2 services20% Commercial Property Management10% Direct MarketingDuckett-Wilson Development, a Commercial Development company, was founded in 1991. The team provides Commercial Development and Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
20% Accounting30% Commercial Development30% Commercial Property Management +1 service20% Commercial FinancingRising Realty Partners is a Commercial Development company. Their team is headquartered in Los Angeles, California. The company focuses on Commercial Development and Commercial Property Management.
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UndisclosedUndisclosed10 - 49Gardena, CA
Services provided
20% Accounting40% Commercial Brokerage Services20% Commercial Property Management +1 service20% Marketing StrategyFounded in 1986, RTI Properties is a Commercial Brokerage Services company. The company specializes in Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
20% Accounting20% Advertising20% Commercial Brokerage Services +2 services20% Commercial Financing20% Commercial Property ManagementLos Angeles Property Management Group is an Accounting company. Headquartered in Los Angeles, California, the team focuses on Accounting and Advertising.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
20% Accounting40% Commercial Brokerage Services40% Commercial Property ManagementFounded in 2010, Ontrack Asset Management is a Commercial Brokerage Services company. The small team focuses on Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
20% Accounting30% Commercial Development20% Commercial Brokerage Services +2 services20% Commercial Property Management10% Building Security ServicesFounded in 2008, GNP Realty Partners is a Commercial Development company. The small team offers Commercial Development and Accounting.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
20% Accounting20% Commercial Brokerage Services20% Commercial Development +2 services20% Commercial Financing20% Commercial Property ManagementAccounting company Vequity, LLC was established in 2010. The company focuses on Accounting and Commercial Brokerage Services, and is small.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
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Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Best United States Accountants
-
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 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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Use our custom template for your accounting budgeting process.
U.S. Accounting Services FAQs
Most U.S.-based accounting firms support a broad mix, with many building deep sector expertise. Common specialties include:
- Financial services and fintech
- SaaS and venture-backed tech
- E-commerce, retail, and CPG
- Healthcare, life sciences, and biotech
- Manufacturing and supply chain
- Real estate, construction, and proptech
- Energy and utilities
- Government contractors and nonprofits
Niche experience often translates to faster onboarding, better benchmarks, and fewer surprises at audit time.
Start by outlining your project’s specific requirements and objectives. After that, browse through Clutch’s directories and assess your options on:
- Credentials and scope — Confirm CPA licensure for assurance work; ask about SEC/PCAOB experience for public-company needs; check if they perform SOC 1/SOC 2 attestations when relevant.
- Industry knowledge — Look for case studies in your sector.
- Tech stack — Ensure fluency with your systems and tools for AP, AR, and expense management.
- Team structure — Clarify who handles your work and the cadence of meetings and closes.
- Data security — Ask about access controls, encryption, and vendor management, especially if offshore resources are involved.
- Transparent pricing — Request a clear statement of work detailing deliverables, SLAs, and change-order processes.
- References and reviews — Validate quality and reliability with Clutch reviews and recent client references.
U.S. accounting firms operate within the country’s regulatory environment, including GAAP, IRS standards, and, when applicable, SEC and PCAOB oversight. That context matters if you need audit-ready financials, complex tax planning, or state-by-state sales tax guidance.
A U.S.-based CPA firm also brings proximity for time zones and on-site support — helpful for inventory counts, internal control walkthroughs, and executive meetings. If you’re working with US lenders, investors, or federal and state agencies, a domestic team can streamline documentation and deadlines.
Costs vary because of factors like scope, firm size, and specialization. Here’s a planning guide based on Clutch’s pricing data:
- Bookkeeping and monthly close: $500 – $3,000 per month for SMBs; more for multi-entity or inventory-heavy operations.
- Controller services: $2,000 – $7,500 per month, depending on complexity and reporting cadence.
- Fractional CFO/advisory: $3,000 – $12,000+ per month or $200 – $400+ per hour for strategic projects.
- Tax preparation: $750 – $5,000+ per return; multi-state and consolidated returns cost more.
- Sales/use tax compliance: $200 – $1,500+ per filing cycle, driven by nexus and state count.
- Reviews and audits: $15,000 – $150,000+, tied to revenue, transaction volume, and industry risk.
- Systems implementation: $5,000 – $100,000+ based on modules and integrations.
Boutiques may price more competitively; top accounting firms and Big 4 accounting practices charge premium rates for complex, regulated work.
- Vague scopes, unclear deliverables, or reluctance to sign a formal engagement letter.
- No CPA oversight for assurance services or missing PTIN for tax preparers.
- Limited documentation standards or unwillingness to share workpapers and close checklists.
- Guaranteed tax outcomes or aggressive schemes without substantiation.
- Poor communication, slow responsiveness, or frequent staff turnover on your account.
- One-size-fits-all tech recommendations that ignore your workflows and integrations.
- Inadequate internal controls, undisclosed offshoring, or weak data security practices.
Underestimating red flags is a costly mistake. Make sure you spot them early to prevent unnecessary headaches and mishaps.
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