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
15,036 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.
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?
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?
$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 Efficient
The feedback regarding efficiency from clients highlights George Dimov, CPA's ability to deliver timely and thorough services. One client noted their 'excellent, organized, thorough and timely' workflow, while another praised how 'efficiently and quickly' the team executed tasks. A production designer remarked on the 'clear and efficient' process for filing six years of back taxes, emphasizing the thoroughness and ease with which the team handled complex cases. Overall, sentiment around efficiency is overwhelmingly positive.-
CPA Accounting Services for Media Production Company
4.5 Mar 10, 2021We were impressed with their patience, courteousness, and efficiency. Excellent, organized, thorough and timely.
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Business Taxes Filing for Apparel Design Services Company
5.0 Mar 1, 2021They efficiently and quickly do what they say they're going to do. I also appreciate that they are on top of new rules and email me in advance of my needing to access those rules so that I have a heads up.
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Back Taxes Filing for Entertainment Business
5.0 May 9, 2020The work flow was awesome. We knew what was happening and it was always clear what they needed. For six years of tax work the process was so clear and efficient. I was most impressed with how thorough and efficient the work was done. Entertainment industry work has so many different factors, and they handled it with such ease!
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Tax Filing & Payment for Content Creator
5.0 Jul 22, 2020Extremely fast and efficient! I can usually get my taxes done within 24 hours.
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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?
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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.
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?
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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UndisclosedUndisclosed2 - 9Woodbridge, VA
Services provided
10% Accounting50% Business Consulting40% Corporate Training & CoachingPinnacle Management Solutions Inc. (PMSI) is a small Woodbridge, Virginia-based Business Consulting company. The team offers Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
10% Accounting10% Application Testing10% BI & Big Data Consulting & SI +7 services10% Cloud Consulting & SI10% Custom Software Development10% Enterprise App Modernization10% Market Research10% Mobile App Development10% Other Application Development10% Web DevelopmentColumbia Consulting Group is a Market Research company. Established in 1997, the team specializes in Market Research and BI & big data consulting & SI.
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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 High-quality work
Clients have consistently praised indinero for delivering high-quality work, emphasizing their thoroughness and responsiveness. One client noted, 'everything they do is very high quality,' highlighting their effective communication and ability to manage comprehensive financial services seamlessly. Another remarked on indinero's dedication to financial excellence, stating, 'they work like it is their own,' which underscores their commitment to quality even in temporary engagements. Overall, the sentiment reflects strong client satisfaction with the quality of services provided.-
Accounting for SaaS Company
5.0 Aug 16, 2022Their accuracy impressed me in the onboarding process and they keep this mentality in every task. They are professional and experienced in accounting and taxation. The team is very helpful.
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Accounting Services for Virtual Care Platform Company
5.0 Apr 1, 2022Their eagerness to learn new systems and processes while ensuring quality work is impressive. They work like it is their own. Although the engagement was temporary, due to their dedication to ensuring financial excellence and process enhancement, we've kept them on at a lower scale indefinitely.
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Accounting & Bookkeeping for Software Company
5.0 Jan 7, 2025We are so happy with the level of service from the Indinero team. They are great at communicating, very responsive to feedback, and everything they do is very high quality.
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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?
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?
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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)Was this helpful?
$1,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
60% Accounting20% Business Valuation Services20% Fractional CFO ServicesSee all 3 projects<p>Watter CPA is your trusted partner in accounting and advisory services. Located in Rockville, Maryland, we have been serving clients across various industries since 1988. Our firm, founded
Read more$1,000+$150 - $199 / hr10 - 49Serves United StatesServices provided
25% Accounting25% Finance & Accounting Outsourcing (FAO)20% Fractional CFO Services +3 services10% Back Office Outsourcing10% Business Consulting10% Financial ConsultingSee all 10 projectsZenbooks is a comprehensive accounting services company specializing in bookkeeping, tax preparation, financial advisory, and CPA services. The company is highly praised for its responsiveness, knowledge, and alignment with client values, with approximately 90% of reviews highlighting their professionalism and timely delivery. Some clients mentioned a need for improved project tracking and more tailored pricing solutions.
Reviews mention 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?
7 of 8 Accounting reviews are 5 stars7 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 8 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Filing Service for Corporate Travel Firm
5.0 — Zenbooks provides bookkeeping services for a corporate travel and retreat planning company. The team oversees the client's month-end bookkeeping tasks and manages their tax filing and payroll Read moreWas this helpful?
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
10% Accounting50% Commercial Brokerage Services40% Commercial FinancingCapital Property Advisors is a small Commercial Brokerage Services company established in 2000. Their team focuses on Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Austin, TX
Services provided
10% Accounting30% Commercial Brokerage Services30% Commercial Property Management +3 services10% Commercial Development10% Commercial Financing10% Market ResearchEstablished in 1980, KVA, Inc. Is a small Commercial Brokerage Services company based in Austin, Texas. Their team specializes in Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
10% Accounting50% Marketing Strategy40% Business ConsultingDynamic Essential Services Consulting Group is a Marketing Strategy company. Their small team is based in Atlanta, Georgia. Their team specializes in Marketing Strategy and Business Consulting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
10% Accounting10% Advertising10% Business Consulting +7 services10% Commercial Property Management10% Corporate Training & Coaching10% Cybersecurity10% Marketing Strategy10% Mobile App Development10% Staffing10% Web DevelopmentAll Inclusive Management Group is an Advertising company. Launched in 2019, their team offers Advertising and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
10% Accounting50% Financial Advising & Planning40% Insurance Services & BrokersMerino Wealth Management is a Financial Advising & Planning company founded in 2016. Based in Chicago, Illinois, the team offers Financial Advising & Planning and Insurance Services & Brokers.
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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.
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?
Industry Experience
Wasserman Accounting has garnered positive feedback across diverse sectors, including consulting, advertising, and healthcare. Clients commend their expertise in financial management, consistent communication, and reliability in delivering accurate accounting services. Notable strengths include proactive tax planning and detailed cash flow reporting, which have significantly benefited agencies and healthcare companies alike. Overall, the sentiment is highly favorable, indicating their suitability for businesses seeking organized and compliant financial partnerships.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend Wasserman Accounting for their cost-effectiveness and overall value for money. One client noted the firm's pricing fit their budget while providing good value for the cost, emphasizing their reliable and consistent service. Another client highlighted the firm's proactive approach, ensuring timely financial reporting and tax planning, which contributed to their satisfaction. Overall, the sentiment reflects a strong appreciation for the firm's affordability relative to the quality of service delivered.Was this helpful?
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UndisclosedUndisclosed2 - 9Valparaiso, IN
Services provided
10% Accounting30% Business Valuation Services30% Financial Advising & Planning +1 service30% Insurance Services & BrokersFinancial Advising & Planning company Harvest Wealth Partners is in Valparaiso, Indiana. They provide Financial Advising & Planning and Insurance Services & Brokers and were established in 2008.
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
10% Accounting50% Funding & Investment20% Commercial Financing +2 services10% Business Consulting10% Financial Advising & PlanningBased in Dallas, Texas, Strait Lane Capital Partners, LLC is a small Funding & Investment company. The team focuses on Funding & Investment 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 High-quality work
Clients have consistently praised Appletree Business Services for delivering high-quality work that meets their needs effectively. One client noted the excellence of their documentation and proactive communication, emphasizing their flexibility and willingness to take on additional responsibilities. They highlighted the company's ability to manage complex business processes and ensure customer security, stating, "I’m comfortable that their side of the business is taken care of." Overall, the sentiment reflects strong satisfaction with the quality and reliability of their services.-
Accounting Services for Garage Remodeling Business
5.0 Feb 8, 2023Appletree Business Services provides good-quality services for a cost-effective price. I know what excellence looks like, and they're excellent. I’m comfortable that their side of the business is taken care of.
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Accounting Services for Residential Remodeling Company
5.0 Jan 25, 2023Appletree Business Services saves us a lot of time in bookkeeping; they’re a huge help. They go beyond bookkeeping. Appletree Business Services helps us build our company, and we’re extremely happy with them.
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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?
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?
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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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UndisclosedUndisclosed2 - 9Quincy, MA
Services provided
10% Accounting20% Recruiting20% Recruitment Process Outsourcing +4 services20% Staffing10% Back Office Outsourcing10% Benefits Administration10% HR ConsultingLaunched in 2016, Ronan HR Solutions is a Staffing company. The team provides Staffing and Recruiting and is located in Quincy, Massachusetts.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
10% Accounting30% Recruitment Process Outsourcing20% Executive Search +2 services20% Recruiting20% StaffingBased in New York, New York and Manchester, New Hampshire, PharmaOut is a Recruitment Process Outsourcing company. The team offers Recruitment Process Outsourcing and Staffing.
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UndisclosedUndisclosed2 - 9Hopkins, MN
Services provided
10% Accounting25% Executive Search25% Recruitment Process Outsourcing +3 services20% Business Consulting10% Recruiting10% StaffingHenderson Search & Consulting is an Executive Search company located in Hopkins, Minnesota. They provide Executive Search and Recruitment Process Outsourcing and were launched in 2019.
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UndisclosedUndisclosed2 - 9Orlando, FL
Services provided
10% Accounting70% Business Consulting20% Financial ConsultingHeadquartered in Orlando, Florida, MCN Consulting is a Business Consulting company. The team provides Business Consulting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Honolulu, HI
Services provided
10% Accounting20% Business Consulting20% Search Engine Optimization +4 services20% Web Design10% Corporate Training & Coaching10% Marketing Strategy10% Sales OutsourcingQuality Consultation Service is a SEO services firm. Their small team is based in Honolulu, Hawaii and focuses on Search Engine Optimization and Web Design. The agency was established in 2020.
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UndisclosedUndisclosed2 - 9Honolulu, HI
Services provided
10% Accounting50% Business Consulting30% Financial Consulting +1 service10% Marketing StrategyHoai Hawaii is a Business Consulting company. Founded in 2023, their team specializes in Business Consulting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Robins, IA
Services provided
10% Accounting15% Business Consulting10% Commercial Financing +7 services10% Corporate Training & Coaching10% Event Marketing10% Financial Advising & Planning10% Financial Consulting10% Public Relations10% Supply Chain Management5% Funding & InvestmentHeadquartered in Robins, Iowa, MainStream Management is a Business Consulting company. The team focuses on Business Consulting and Public Relations.
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UndisclosedUndisclosed2 - 9Wichita, KS
Services provided
10% Accounting20% Business Consulting20% Financial Advising & Planning +4 services20% Financial Consulting10% HR Consulting10% Insurance Services & Brokers10% StaffingInsight Wealth Strategies, LLC is a Wichita, Kansas-based Business Consulting company. The team offers Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Danbury, CT
Services provided
10% Accounting10% Content Marketing10% Email Marketing +7 services10% Fractional CFO Services10% Marketing Strategy10% Pay Per Click10% Search Engine Optimization10% Social Media Marketing10% Web Design10% Web DevelopmentTiticus Agency is a Marketing Strategy company. They are in Danbury, Connecticut and have small team. Their team focuses on Marketing Strategy and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Rockville, MD
Services provided
10% Accounting20% Cloud Consulting & SI20% IT Managed Services +4 services20% IT Strategy Consulting10% Corporate Training & Coaching10% IT Staff Augmentation10% Litigation Support ServicesIT Services Group, Inc is a small Rockville, Maryland-based IT strategy consulting company. The team offers IT strategy consulting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Navarre, FL
Services provided
10% Accounting20% Pay Per Click20% Social Media Marketing +5 services10% Business Consulting10% Digital Strategy10% Funding & Investment10% Search Engine Optimization10% Web DesignFounded in 2012, Wise Guyz Marketing, a small social media marketing agency, is in Navarre, Florida. Their services include Social Media Marketing and Pay Per Click.
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UndisclosedUndisclosed2 - 9Chevy Chase, MD
Services provided
10% Accounting20% Business Consulting20% Corporate Training & Coaching +4 services15% Commercial Development15% Content Writing Services10% Compliance Consulting10% Marketing StrategyBusiness Consulting company GME Enterprises was established in 2014. The company provides Business Consulting and Corporate Training & Coaching.
Read more -
$1,000+$25 - $49 / hr10 - 49Brooklyn, NY
Services provided
50% Accounting10% Business Consulting10% Finance & Accounting Outsourcing (FAO) +3 services10% Market Research10% Marketing Strategy10% Public RelationsAccounting company Accounting Heroes specializes in Accounting and Finance & Accounting Outsourcing (FAO). They were established in 2019.
Read moreSee All Locations (3)Brooklyn, NY
1600 Ocean Pkwy,
Brooklyn, NY 112302 - 5
+1.860.938.6831
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
30% Accounting40% Business Consulting30% HR ConsultingDLW Business Consultants Ltd. Is a small Chicago, Illinois-based Business Consulting company. The team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
30% Accounting50% Business Consulting20% Unified Communications Consulting & SISJC Business Management Inc., a small Business Consulting company, is headquartered in Los Angeles, California. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
30% Accounting70% Business ConsultingBusiness Energy Coaching is a small Business Consulting company based in Glendale, California. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
30% Accounting60% Business Consulting10% Public RelationsAdvise LLP is a Business Consulting company. Their small team is headquartered in Los Angeles, California. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Cary, NC
Services provided
30% Accounting70% HR ConsultingHuman Resource Partners, Inc. Is a small Cary, North Carolina-based HR Consulting company. The team provides HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Sioux Falls, SD
Services provided
30% Accounting70% Commercial FinancingCommercial Financing company KMWF & Associates, PC was launched in 1964. The firm provides Commercial Financing and Accounting, and is small.
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UndisclosedUndisclosed2 - 9Somerville, MA
Services provided
30% Accounting20% Architectural Design20% Commercial Brokerage Services +2 services20% Commercial Property Management10% Building Security ServicesAccounting company Rockmont Management is in Somerville, Massachusetts. The team focuses on Accounting and Architectural Design.
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UndisclosedUndisclosed2 - 9Elgin, IL
Services provided
30% Accounting70% StaffingPronto Help Staffing is a Staffing company. Founded in 2006, the company provides Staffing and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
30% Accounting70% Commercial Property ManagementAllstate HOA Management, a small Commercial Property Management company, is located in Los Angeles, California. The team focuses on Commercial Property Management and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Plainville, MA
Services provided
30% Accounting30% Commercial Development20% Commercial Financing +1 service20% Commercial Property ManagementLaunched in 2002, Edgewood Development is an Accounting company. Their services include Accounting and Commercial Development.
Read more -
UndisclosedUndisclosed2 - 9Naples, FL
Services provided
30% Accounting50% Business Consulting10% Building Security Services +1 service10% Commercial Property ManagementSmall Business Consulting company U.S. CET Corporation, is in Naples, Florida. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Hingham, MA
Services provided
30% Accounting20% Architectural Design20% Commercial Development +3 services10% Building Security Services10% Business Consulting10% Commercial Property ManagementLocated in Hingham, Massachusetts, Paramount Property Management LLC is a small Accounting company. The team offers Accounting and Architectural Design.
Read more -
UndisclosedUndisclosed2 - 9Columbia, TN
Services provided
30% Accounting35% Corporate Training & Coaching25% Business Consulting +1 service10% Financial ConsultingSaddletree Consulting is a Corporate Training & Coaching company. Their team is based in Columbia, Tennessee and provides Corporate Training & Coaching and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Napa, CA
Services provided
30% Accounting70% Business ConsultingJorad and Company, a Business Consulting company, was launched in 1984. The team specializes in Business Consulting and Accounting and is headquartered in Napa, California.
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UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
30% Accounting70% Market ResearchLaunched in 2008, Noell Consulting Group is a small Atlanta, Georgia-based Market Research company. Their team specializes in Market Research and Accounting.
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UndisclosedUndisclosed2 - 9Miami Beach, FL
Services provided
30% Accounting60% Commercial Property Management10% Building Security ServicesRoyal Management Group is a Commercial Property Management company. The team offers Commercial Property Management and Accounting and is located in Miami Beach, Florida.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
30% Accounting70% Business ConsultingColden Capital is a Business Consulting company. Their small team is based in New York, New York. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Phoenix, AZ
Services provided
30% Accounting70% Financial Advising & PlanningCertified Advisors LLC is a Financial Advising & Planning company founded in 2001. Their team focuses on Financial Advising & Planning and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Albuquerque, NM
Services provided
30% Accounting50% Business Consulting10% Call Center Services +1 service10% Document Digitization & ManagementMONCOR CONSULTING AND BUSINESS SOLUTIONS LLC, a Business Consulting company, is in Albuquerque, New Mexico. The team provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Upper Marlboro, MD
Services provided
30% Accounting25% Business Consulting25% Financial Consulting +1 service20% Financial Advising & PlanningBrooks & Associates CPA, LLC is an Accounting company. The team offers Accounting and Business Consulting and is in Upper Marlboro, Maryland.
Read more -
UndisclosedUndisclosed2 - 9Arlington, VA
Services provided
30% Accounting70% IT Managed ServicesDURAMTECH LLC is an IT managed services company. Their small team is based in Arlington, Virginia and provides IT managed services and Accounting. The firm was established in 2009.
Read more -
UndisclosedUndisclosed2 - 9Lake Jackson, TX
Services provided
30% Accounting35% Business Consulting35% HR ConsultingRoyal Haze LLC, a Business Consulting company, offer Business Consulting and HR Consulting. They were launched in 2019.
Read more -
UndisclosedUndisclosed2 - 9Honolulu, HI
Services provided
30% Accounting40% Call Center Services30% Back Office OutsourcingPrecision Business Support is a call center company. Their small team is located in Honolulu, Hawaii. Their services include Call Center Services and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Edwardsville, IL
Services provided
30% Accounting40% Financial Advising & Planning20% Insurance Services & Brokers +1 service10% Commercial FinancingLexow Financial Group is a Financial Advising & Planning company. They focus on Financial Advising & Planning and Accounting and were established in 1993.
Read more -
UndisclosedUndisclosed2 - 9Springfield, IL
Services provided
30% Accounting35% Financial Advising & Planning35% Insurance Services & BrokersBOS Investment Services is a Financial Advising & Planning company. They are located in Springfield, Illinois. Their team specializes in Financial Advising & Planning and Insurance Services &
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UndisclosedUndisclosed2 - 9Big Flats, NY
Services provided
30% Accounting70% Compliance ConsultingFundamental Compliance Consulting, LLC is a Compliance Consulting company. The firm is headquartered in Big Flats, New York. Their team provides Compliance Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
Services provided
30% Accounting40% Business Valuation Services20% Commercial Financing +1 service10% Business ConsultingChristie Consultants is a Business Valuation Services company. Established in 2010, their team focuses on Business Valuation Services and Accounting.
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UndisclosedUndisclosed2 - 9Gilbert, AZ
Services provided
30% Accounting40% Financial Consulting30% Financial Advising & PlanningFinancial Consulting company Kratzer Consulting specializes in Financial Consulting and Accounting. They are headquartered in Gilbert, Arizona.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
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Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Best United States Accountants
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
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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