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
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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.
Reviews mention Accessible
Clients express a highly positive sentiment regarding the accessibility of 1-800Accountant. They commend the firm's responsiveness and availability, noting that communication is effective and guidance is provided without additional costs. One client highlighted the ease of reaching out via phone and messaging on their accounting software, reinforcing the notion of accessibility. Overall, clients appreciate the firm's commitment to being reachable and supportive throughout their engagement.-
Tax Management & Consultancy for Medical Dosimetry Provider
5.0 Jan 12, 2022Their communication is great and they’re always available to provide us with guidance at no additional costs. They’re also consistent in sticking to our budget and schedule, and they hold themselves accountable for everything that they do. We typically communicate through phone calls and the messaging board on their accounting software.
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4 of 4 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Tax Management & Consultancy for Medical Dosimetry Provider
5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read moreWas this helpful?
Industry Experience
1-800Accountant has demonstrated expertise across diverse industries including Healthcare, Wellness & Fitness, Transportation, and Advertising & Marketing. Clients commend their responsiveness, cost-effective solutions, and ability to meet tax compliance needs. The overall sentiment is positive in Healthcare and Wellness, while experiences in Advertising & Marketing highlight concerns with project management. Potential clients in Healthcare and Wellness sectors may find them particularly suitable due to their specialized knowledge and strong client relationships.
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Wellness & Fitness Healthcare Transportation Advertising & marketingWas this helpful?
More responsive than most other service providers
Get in Touch1-800Accountant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
Undisclosed$200 - $300 / hr10 - 49Serves United StatesServices provided
85% Accounting15% Tax LawSee all 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 Detail-oriented
Clients have consistently praised the company's attention to detail, highlighting effective communication and a thorough approach to project execution. One client noted, 'I appreciated their attention to detail,' emphasizing the importance of accuracy in their tax preparation services. Overall, the sentiment reflects a high level of satisfaction regarding the company's meticulousness and commitment to delivering quality results without complaints or pushback.-
Tax Services for Corporation
5.0 May 6, 2020Workflow was great. Communication strong and I appreciated their attention to detail. The willingness to put in the hours necessary to get the job done. No complaint, no pushback, and I really appreciated that.
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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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight George Dimov, CPA's competitive pricing and excellent value for money. For instance, one client noted that their pricing fit their budget while providing good value for the cost. Another client emphasized the significant tax savings achieved through strategic planning, stating they saved over $100,000 annually. Overall, the sentiment is overwhelmingly positive, with clients appreciating both the affordability and the high quality of service provided.Was this helpful?
$1,000+Undisclosed50 - 249Serves United StatesServices provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)See all 12 projectsCoCountant is a proficient accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. Across all reviews, clients commend their responsiveness and high-quality service, with 100% of reviewers noting timely deliverables and their ability to adapt to client needs. Key strengths include their comprehensive bookkeeping services and audit-ready financial statement preparation, while an area for improvement is more proactive data visualization.
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, highlighting their responsiveness and reliability in delivering timely financial reporting and bookkeeping services. Clients from diverse sectors commend the team for their attention to detail and effective communication, particularly noting the positive impact on financial management. Areas for improvement include the desire for direct phone contact for urgent assistance. Overall, CoCountant is recognized for their value-driven services and consistent performance in meeting client needs.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?
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?
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 - 49Chicago, IL
Services provided
20% Accounting20% Commercial Financing20% Financial Advising & Planning +3 services20% Insurance Services & Brokers10% Business Consulting10% Financial ConsultingDeRose Financial Planning Group is a Commercial Financing company. They are headquartered in Chicago, Illinois and have small team. They offer Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
20% Accounting30% Recruiting25% Executive Search +1 service25% StaffingThe Hire Standard is a Recruiting company established in 2019. The team provides Recruiting and Staffing and is in San Francisco, California.
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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 Efficient
Clients have consistently praised inDinero for their efficiency in managing complex bookkeeping tasks. One CEO noted their ability to streamline multiple accounts into one, delivering measurable accrual bookkeeping with great communication. Specific feedback highlighted the team's responsiveness and the effective project management demonstrated by Brittany and Carla. Overall, the sentiment reflects a strong appreciation for inDinero's efficient processes and their commitment to client needs, with no areas for improvement mentioned.-
Accrual Accounting Services for Food Service Management Co
5.0 Sep 6, 2023The project management was very efficient and great communication by Brittany and Carla. They are very thoughtful, consider how you want things done, and find good solutions to make that happen that is beneficial to everyone involved. Brittany especially is very good at this.
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Industry Experience
Indinero has demonstrated strong expertise across various industries, including financial services, advertising & marketing, medical, and software. Clients commend their attention to detail, responsiveness, and organizational skills, particularly in financial management and strategic planning. Overall sentiment is highly positive, with businesses highlighting improved financial visibility and operational efficiency, making Indinero a suitable partner for companies looking to enhance their accounting and financial processes.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently praised Indinero for providing exceptional value for money, highlighting that their pricing fits within budgetary constraints while delivering high-quality service. One client noted that they chose Indinero due to their 'good value for cost' and strong alignment with company values. Another remarked on the significant improvement in financial organization and visibility after investing over $10,000, emphasizing that the difference compared to previous firms was 'night and day.' Overall, the sentiment is overwhelmingly positive regarding cost-effectiveness and service quality.Was this helpful?
More responsive than most other service providers
Get in Touchindinero is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$1,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
60% Accounting20% Business Valuation Services20% Fractional CFO ServicesSee all 3 projects<p>Watter CPA is your trusted partner in accounting and advisory services. Located in Rockville, Maryland, we have been serving clients across various industries since 1988. Our firm, founded
Read more$1,000+$150 - $199 / hr10 - 49Serves United StatesServices provided
25% Accounting25% Finance & Accounting Outsourcing (FAO)20% Fractional CFO Services +3 services10% Back Office Outsourcing10% Business Consulting10% Financial ConsultingSee all 10 projectsZenbooks is a comprehensive accounting services company specializing in bookkeeping, tax preparation, financial advisory, and CPA services. The company is highly praised for its responsiveness, knowledge, and alignment with client values, with approximately 90% of reviews highlighting their professionalism and timely delivery. Some clients mentioned a need for improved project tracking and more tailored pricing solutions.
Reviews mention Accessible
Clients have consistently praised Zenbooks for their accessibility and responsiveness. One client noted, 'Quick to respond when we have any questions, and very accessible,' highlighting their commitment to communication. Another emphasized that the team genuinely cares about client success, stating, 'They are also very accessible when needed.' Overall, the sentiment regarding accessibility is highly positive, with clients appreciating the timely support and availability of the Zenbooks team.-
Bookkeeping & Tax Filing Service for Corporate Travel Firm
5.0 Jul 13, 2023Always deliver on time as agreed to in our service agreement. Quick to respond when we have any questions, and very accessible. I appreciate their team and ownership seem to genuinely care about the work they do, and how they contribute towards their client's success. Something we lacked in our previous 2 experiences with cloud accounting firms. They are also very accessible when needed.
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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?
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UndisclosedUndisclosed10 - 49Daytona Beach Shores, FL
Services provided
20% Accounting30% Recruiting20% Corporate Training & Coaching +2 services20% Executive Search10% StaffingRecruiting company Colin Baenziger & Associates specializes in Recruiting and Corporate Training & Coaching. They are headquartered in Daytona Beach Shores, Florida.
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UndisclosedUndisclosed10 - 49Peoria, IL
Services provided
20% Accounting40% Financial Advising & Planning20% Insurance Services & Brokers +2 services10% Commercial Financing10% Funding & InvestmentDavid Vaughan Investments, LLC is a Financial Advising & Planning company based in Peoria, Illinois and Winter Park, Florida. Their services include Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed10 - 49Irving, TX
Services provided
20% Accounting20% Executive Search20% HR Consulting +2 services20% Recruiting20% StaffingPI Network is an Accounting company based in Irving, Texas. Their services include Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Westlake Village, CA
Services provided
20% Accounting50% Cybersecurity30% Cloud Consulting & SIMillennium Business Solutions Group (MBSG) is a Cybersecurity company. The company is in Westlake Village, California. Their services include Cybersecurity and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
20% Accounting40% Staffing30% Recruiting +1 service10% Executive SearchStaffing company Mission Staffing was established in 2003. The company focuses on Staffing and Recruiting, and is small.
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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 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 reviews for Clarity Tax Group & CPA's indicate strong client satisfaction, highlighting their responsiveness and professionalism. Clients appreciated timely payroll and accurate financial reports, noting that their bookkeeping needs were managed effectively. One client emphasized the ease of communication and the company's ability to simplify tax processes. Overall, clients express confidence in the services provided, with no significant areas for improvement identified.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?
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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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?
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?
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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UndisclosedUndisclosed10 - 49Albuquerque, NM
Services provided
20% Accounting20% Blockchain Marketing20% Financial Advising & Planning +4 services10% Business Consulting10% Commercial Financing10% Financial Consulting10% Funding & InvestmentHorizon Trust Company is an Accounting company located in Albuquerque, New Mexico. They provide Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Oklahoma City, OK
Services provided
20% Accounting30% Financial Advising & Planning25% Commercial Financing +1 service25% Funding & InvestmentVista Investment Partners is a small Oklahoma City, Oklahoma-based Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Serves United StatesServices provided
40% Accounting20% Commercial Financing20% Financial Advising & Planning +1 service20% Financial ConsultingSee all 1 projectsAlexander Accountants, CPAs is a professional accounting services firm specializing in tax preparation, financial advisory, and business structuring for tax savings. The overall feedback from their reviews is highly positive, with 100% of reviewers praising their accurate deliverables, effective communication, and substantial tax savings, resulting in financial benefits like $15,000 in tax savings.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Tax Filing Consulting for Marketing Agency
5.0 — Alexander Accountants, CPAs provides consulting services regarding a marketing agency's company structure for tax savings. The team works with the client to provide yearly tax guidance. Read moreWas this helpful?
Industry Experience
Alexander Accountants, CPAs has demonstrated expertise primarily in the Advertising & Marketing industry, providing consulting services that enhance tax efficiency for businesses. Clients appreciate their accurate tax structuring and guidance, which have resulted in significant savings. The overall sentiment reflects strong satisfaction with their knowledge, timely delivery, and effective communication. This firm is particularly well-suited for companies seeking financial consulting services to optimize tax strategies.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express strong satisfaction with Alexander Accountants, CPAs regarding cost and value for money. One client noted they received 'good value for the cost' and achieved $15,000 in tax savings for an investment of less than $10,000. Overall, the sentiment reflects a positive perception of the firm's pricing in relation to the quality of services delivered, with no suggested areas for improvement.Was this helpful?
$1,000+Undisclosed10 - 49Serves United StatesServices provided
80% Accounting10% Back Office Outsourcing10% Fractional CFO ServicesSee all 22 projectsAppletree Business Services is a comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.
Reviews mention Great project management
Clients have consistently praised Appletree Business Services for their exceptional project management capabilities. One client noted their 'great project management - thorough and on time,' while another emphasized their 'very organized' approach, delivering items promptly and effectively addressing client needs. Overall, feedback highlights Appletree's strong communication skills and timely execution, contributing to successful project outcomes.-
Accounting Services for Wedding Venue Management Company
5.0 Oct 26, 2023They were very organized with project management and delivered items in a timely manner. They were able to meet needs.
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Business Consulting & Valuation for Business Acquisition Co
5.0 Nov 7, 2025Great project management - thorough and on time. Appletree Business Services was very responsive to my questions, quick with their deliverables and communicative throughout the process.
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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?
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Denver, Colorado (2) Kalamazoo, Michigan (1) Merrimack, New Hampshire (1) New Orleans, Louisiana (1) Belle Glade, Florida (1) Murfreesboro, Tennessee (1) Opelika, Alabama (1) Darien, Connecticut (1) Chicago, Illinois (1) Atlanta, Georgia (1) Grand Rapids, United States (1) Concord, North Carolina (1) New York City, New York (1) San Francisco, California (1) Orlando, Florida (1) Boston, Massachusetts (1) Waltham, Massachusetts (1) Westford, Massachusetts (1) Brookline, New Hampshire (1) Londonderry, New Hampshire (1)Was this helpful?
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UndisclosedUndisclosed10 - 49Arlington, VA
Services provided
20% Accounting60% Business Valuation Services10% Commercial Financing +1 service10% Financial ConsultingLaunched in 1995, Valuation Services, Inc. Is a Business Valuation Services company. Their team provides Business Valuation Services and Accounting.
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UndisclosedUndisclosed10 - 49Allentown, PA
Services provided
20% Accounting40% HR Consulting20% HR Outsourcing +1 service20% RecruitingMyHR Partner, Inc. Is a small HR Consulting company located in Allentown, Pennsylvania. The team focuses on HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Peoria, IL
Services provided
20% Accounting40% HR Consulting40% HR OutsourcingCAVU HCM is a Peoria, Illinois-based HR Outsourcing company. Their services include HR Outsourcing and HR Consulting.
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UndisclosedUndisclosed10 - 49Richmond, TX
Services provided
20% Accounting40% HR Consulting40% HR OutsourcingSolid Business Solutions is a HR Outsourcing company. They offer HR Outsourcing and HR Consulting and are headquartered in Richmond, Texas.
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UndisclosedUndisclosed10 - 49Fort Worth, TX
Services provided
20% Accounting40% Financial Advising & Planning20% Financial Consulting +1 service20% Insurance Services & BrokersAspen Wealth Management, a Financial Advising & Planning company, was established in 2004. Headquartered in Fort Worth, Texas, the team offers Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
20% Accounting30% Financial Advising & Planning20% Financial Consulting +3 services10% Business Consulting10% Funding & Investment10% Market ResearchHCR Wealth Advisors is a Financial Advising & Planning company founded in 1988. The team provides Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed10 - 49Orlando, FL
Services provided
20% Accounting20% Business Consulting20% Business Valuation Services +5 services10% Commercial Financing10% Financial Consulting10% HR Consulting5% Market Research5% Marketing StrategyFlorida SBDC at UCF is a Business Consulting company. The small Orlando, Florida-based team specializes in Business Consulting and Accounting. The agency was founded in 1978.
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UndisclosedUndisclosed10 - 49Beverly Hills, MI
Services provided
20% Accounting20% Executive Search20% Recruiting +2 services20% Recruitment Process Outsourcing20% StaffingLaunched in 2011, Diag Partners is an Accounting company. The team provides Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Auburn Hills, MI
Services provided
20% Accounting30% HR Outsourcing30% Recruitment Process Outsourcing +1 service20% StaffingMedNational Staffing Inc., a HR Outsourcing company, was founded in 2005. The company specializes in HR Outsourcing and Recruitment Process Outsourcing, and is small.
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UndisclosedUndisclosed10 - 49Greensboro, NC
Services provided
20% Accounting20% Executive Search20% Recruiting +2 services20% Recruitment Process Outsourcing20% StaffingHeadquartered in Greensboro, North Carolina, Greensboro Staffing Consultants is a small Accounting company. The team specializes in Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Blue Bell, PA
Services provided
20% Accounting40% Executive Search40% Recruitment Process OutsourcingMcGrath Systems, an Executive Search company, is based in Blue Bell, Pennsylvania. They provide Executive Search and Recruitment Process Outsourcing and were established in 2005.
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UndisclosedUndisclosed10 - 49Independence, OH
Services provided
20% Accounting20% IT Staff Augmentation20% Recruiting +2 services20% Recruitment Process Outsourcing20% StaffingOneSparQ is an Independence, Ohio-based IT staff augmentation company. Their services include IT staff augmentation and Accounting.
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UndisclosedUndisclosed10 - 49Beachwood, OH
Services provided
20% Accounting20% Executive Search20% Recruiting +2 services20% Recruitment Process Outsourcing20% StaffingNestar Technologies is an Accounting company. The team provides Accounting and Staffing and is in Beachwood, Ohio.
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UndisclosedUndisclosed10 - 49Houston, TX
Services provided
20% Accounting20% BI & Big Data Consulting & SI20% Corporate Training & Coaching +2 services20% Custom Software Development20% IT Strategy ConsultingIMG Advisors LLC is an IT strategy consulting company. Launched in 2008, the company focuses on IT strategy consulting and BI & big data consulting & SI.
Read moreSee All Locations (4)Houston, TX
5444 Westheimer Road, Suite 1000
Houston, TX 770562 - 5
+1.713.900.4882
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UndisclosedUndisclosed10 - 49Irving, TX
Services provided
20% Accounting20% Custom Software Development20% IT Staff Augmentation +2 services20% Mobile App Development20% Web Development10bits is an IT staff augmentation company. The agency is in Irving, Texas. Their team specializes in IT staff augmentation and Custom Software Development.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
20% Accounting20% IT Staff Augmentation20% Recruiting +2 services20% Recruitment Process Outsourcing20% StaffingTeckleap is an IT staff augmentation company. Founded in 2021, the agency is headquartered in Dallas, Texas. Their team specializes in IT staff augmentation and Accounting.
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UndisclosedUndisclosed10 - 49Brooklyn, NY
Services provided
20% Accounting20% Business Consulting20% Fractional CFO Services +2 services20% Recruiting20% StaffingPRIMUS Business Management, a Business Consulting company, was founded in 2002. The company specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Hanover Park, IL
Services provided
20% Accounting20% Business Consulting20% Recruiting +2 services20% Recruitment Process Outsourcing20% StaffingAll About Personnel is a small Memphis, Tennessee-based Business Consulting company. The team offers Business Consulting and Accounting.
Read moreSee All Locations (2)Hanover Park, IL
1645 Irving Park Rd
Hanover Park, IL 601332 - 5
+1.630.336.6238
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UndisclosedUndisclosed10 - 49Annapolis, MD
Services provided
20% Accounting10% Branding10% Business Consulting +6 services10% Financial Advising & Planning10% Financial Consulting10% Fractional CFO Services10% Fractional CMO Services10% Funding & Investment10% Marketing StrategyEstablished in 1984, Novotny, Larash, Venters & Wolf LLC is an Accounting company. The company focuses on Accounting and Branding, and is small.
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UndisclosedUndisclosed10 - 49Wilmington, NC
Services provided
20% Accounting30% Fractional CFO Services20% Fractional CMO Services +2 services20% Marketing Strategy10% Business ConsultingBased in Wilmington, North Carolina, CAP3 is a Fractional CFO Services company. They provide Fractional CFO Services and Marketing Strategy and were established in 2014.
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UndisclosedUndisclosed10 - 49Upland, CA
Services provided
20% Accounting20% Back Office Outsourcing20% Corporate Training & Coaching +3 services20% HR Consulting10% Event Management10% Search Engine OptimizationSouthland Data Processing, a Back Office Outsourcing company, was founded in 1986. The small team provides Back Office Outsourcing and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Denver, CO
Services provided
20% Accounting20% Content Writing Services20% Corporate Training & Coaching +2 services20% HR Consulting20% StaffingG&G Consulting Group LLC, a Corporate Training & Coaching company, is headquartered in Denver, Colorado. Established in 2005, the team offers Corporate Training & Coaching and Accounting.
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UndisclosedUndisclosed10 - 49Wilmington, DE
Services provided
20% Accounting20% Business Consulting20% Business Valuation Services +2 services20% Commercial Financing20% Public RelationsGavin/Solmonese LLC is a small public relations firm. They focus on Public Relations and Business Consulting and were established in 2012.
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UndisclosedUndisclosed2 - 9Sugar Hill, GA
Services provided
45% Accounting20% Business Consulting10% Finance & Accounting Outsourcing (FAO) +3 services10% Financial Advising & Planning10% Financial Consulting5% Fractional CFO ServicesLocated in Sugar Hill, Georgia, Centsible Accounting Services, LLC is an Accounting company. They offer Accounting and Business Consulting.
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Undisclosed$50 - $99 / hrFreelancerSan Diego, CA
Services provided
70% Accounting30% Finance & Accounting Outsourcing (FAO)Stratifyd Accounting, an Accounting company, was established in 2017. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosedFreelancerLas Vegas, NV
Services provided
70% Accounting30% Finance & Accounting Outsourcing (FAO)My Boring Accountant is an Accounting company. Founded in 2014, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$200 - $300 / hrFreelancerColorado Springs, CO
Services provided
70% Accounting30% Finance & Accounting Outsourcing (FAO)Prestige Tax Professionals LLC, an Accounting company, is located in Colorado Springs, Colorado. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$25 - $49 / hrFreelancerIndependence, MO
Services provided
70% Accounting30% Business ConsultingHeadquartered in Independence, Missouri, Balance Quest Bookkeeping is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Fresno, CA
Services provided
65% Accounting35% Business ConsultingBorchardt, Corona, Faeth & Zakarian, an Accounting company, is based in Fresno, California. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kennesaw, GA
Services provided
65% Accounting35% Business ConsultingBased in Kennesaw, Georgia, JAT Consulting Services, Inc. Is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Lakewood, CO
Services provided
65% Accounting35% Business ConsultingFiror & Company CPAs, an Accounting company, is located in Lakewood, Colorado. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Milton, GA
Services provided
65% Accounting35% Business ConsultingFounded in 2008, Emerge CPA is an Accounting company. The agency offers Accounting and Business Consulting, and is small.
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Undisclosed$25 - $49 / hr2 - 9El Paso, TX
Services provided
25% Accounting25% Customer Service Outsourcing25% Finance & Accounting Outsourcing (FAO) +1 service25% Financial Advising & PlanningIn El Paso, Texas, Miessau LLC is a small Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr2 - 9Cleveland, OH
Services provided
75% Accounting25% Business ConsultingAccounting Business Services, a small Accounting company, is headquartered in Cleveland, Ohio. Their services include Accounting and Business Consulting.
Read more -
$1,000+$25 - $49 / hr2 - 9Parma Heights, OH
Services provided
75% Accounting25% Business ConsultingThe Ciulla Group, LLC, a small Accounting company, is based in Parma Heights, Ohio. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Cleveland, OH
Services provided
75% Accounting25% Business ConsultingNewman & Company is a small Accounting company in Cleveland, Ohio. The team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9El Paso, TX
Services provided
75% Accounting25% Business ConsultingNussbaum, Torres & Company, P.C. Is a small El Paso, Texas-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
75% Accounting25% Business ConsultingFounded in 1984, Million & Company is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
Services provided
75% Accounting25% Business ConsultingAnchor CPA Firm is an Accounting company established in 2000. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mesa, AZ
Services provided
75% Accounting25% Business ConsultingSmall Accounting company AllRite Income Tax & Services Inc., is located in Mesa, Arizona. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Orleans, LA
Services provided
75% Accounting25% Business ConsultingSmall Accounting company Cojoe's Tax & Financial Services LLC, is located in New Orleans, Louisiana. Their services include Accounting and Business Consulting.
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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
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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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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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