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
15,037 Companies
List of the Best United States Accountants
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Featured
What are Featured Providers?
UndisclosedUndisclosed50 - 249Serves United StatesServices provided
100% AccountingSee all 31 projects1-800Accountant is an accounting services firm specializing in bookkeeping, CPA, tax preparation, and financial advisory. Reviews highlight their affordability, responsiveness, and comprehensive tax management, with over 90% of clients expressing satisfaction. Clients appreciate their friendly approach and timely communication, with no significant areas for improvement noted.
4 of 4 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Tax Management & Consultancy for Medical Dosimetry Provider
5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive 1-800Accountant as offering good value for money, frequently highlighting the company's pricing as fitting their budgets. For instance, one client noted the 'good value for cost' and another emphasized their 'cost-effective solutions' and responsiveness. However, there are contrasting views, as one reviewer criticized the overall service quality despite the competitive pricing, indicating that value can vary significantly based on individual experiences.Was this helpful?
More responsive than most other service providers
Get in Touch1-800Accountant is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.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 Well-organized projects
Clients have consistently praised the company for its well-organized project management. One review highlighted the team's 'excellent, organized, thorough and timely' workflow, while another noted their 'pleasant, helpful, organized and very knowledgeable' approach. Overall, the sentiment reflects a strong appreciation for the company's attention to detail and efficient processes, contributing to successful long-term engagements.-
Accounting & Tax Preparation Service for Landscaping Company
5.0 Mar 2, 2024Emails get replied to within hours. I have never seen anything like this & wish my own business was as quick to reply! Yes, delivery was on time. The responsiveness, flexibility, and proactive thinking. They are on top of deliverables before anyone else is even thinking about them.
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CPA Accounting Services for Media Production Company
4.5 Mar 10, 2021How effective was the workflow between your team and theirs? Excellent, organized, thorough and timely. We were impressed with their patience, courteousness, and efficiency.
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1 of 1 reviews is 5 stars1 new review for Accounting services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In the past six months, clients have praised George Dimov, CPA for their reliable tax and payroll services, highlighting their proactive approach to problem-solving. One client noted significant tax savings due to strategic advice, while another emphasized timely project delivery and effective communication. Some feedback mentioned that communication may require multiple attempts, but issues are ultimately resolved. Overall, sentiment remains positive, with clients appreciating the firm's expertise and support.Was this helpful?
Industry Experience
George Dimov, CPA demonstrates strong expertise in various industries, particularly in Advertising & Marketing, Information Technology, Financial Services, and Real Estate. Clients commend their responsiveness, thorough communication, and ability to provide tailored solutions that lead to significant financial benefits, including tax savings. Overall sentiment across industries remains highly positive, indicating that potential clients in these sectors can expect reliable, professional financial services that foster growth and clarity.
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Real estate Construction Financial services Consumer Products Other Industry Information technology IT Services Arts, entertainment & music Advertising & marketingWas this helpful?
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$1,000+Undisclosed50 - 249Serves United StatesServices provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)See all 12 projectsCoCountant is a proficient accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. Across all reviews, clients commend their responsiveness and high-quality service, with 100% of reviewers noting timely deliverables and their ability to adapt to client needs. Key strengths include their comprehensive bookkeeping services and audit-ready financial statement preparation, while an area for improvement is more proactive data visualization.
Reviews mention Open to feedback
Clients express a positive sentiment regarding CoCountant's openness to feedback. One client noted that the senior team actively responds to suggestions, leading to continuous service improvement. They mentioned that constructive feedback is considered and integrated appropriately, reflecting a commitment to client satisfaction. Overall, the feedback indicates a strong emphasis on communication and adaptability, contributing to a reliable and effective partnership.-
Bookkeeping & Financial Consulting for VoIP Services Company
5.0 Apr 13, 2026The senior team responds to feedback and the service continuously improves as a result. We have been very happy with our bookkeeping services and any time we've given them constructive feedback they consider it and integrate the feedback as appropriate. We don't have any area of improvement at this time.
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1 of 2 reviews are 5 stars2 new reviews for Accounting servicesUnknown avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews for CoCountant reflect a strong overall sentiment, 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?
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View PackagesController-led finance on subscription
Pick the level of controller oversight that matches your complexity – upgrade anytime. $160 - Launch: Impeccably clean audit-ready books, signed-off with controller oversight. $460 - Scale: GAAP-perfect books, automated payroll + A P. $1270 -Command: Fractional finance team with Unlimited Ops-Finance and Pulse FP&A.Was this helpful?
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UndisclosedUndisclosed2 - 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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UndisclosedUndisclosed2 - 9Alpharetta, GA
Services provided
30% Accounting50% Business Consulting20% Financial ConsultingBlue Coast Saving Consultants is a Business Consulting company. They are headquartered in Alpharetta, Georgia and have small team. Their team focuses on Business Consulting and Accounting.
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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 Easy to work with
Clients consistently express a positive sentiment regarding Indinero's ease of collaboration. Feedback highlights their responsiveness, attention to detail, and ability to simplify complex financial topics. One client noted, 'They’ve made us feel supported,' while another emphasized, 'They make both the process and the work easy.' Overall, clients appreciate the seamless communication and organized project management, indicating that Indinero is a genuine partner in their growth.-
Accounting & Fractional CFO Services for Mktg & Branding Co
5.0 Dec 9, 2025I'm impressed by how easy they have made this whole process for us. Sometimes, when you work with a vendor, the process can be just as difficult as the work. They make both so easy, and it's really simplified and smoothed out our accounting process.
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Accounting Services for Financial Services Firm
5.0 May 6, 2026The team has been supportive, communicative, and easy to work with throughout the engagement. Their communication, responsiveness, and ability to simplify complex financial topics have been especially impressive. They’ve made us feel supported as a growing company navigating operations across multiple states while also researching expansion into new ones.
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1 of 1 reviews is 5 stars1 new review for Accounting services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews of Indinero indicate a strong overall sentiment, highlighting their exceptional communication, responsiveness, and expertise in financial management. Clients, such as the President & CEO of GO Processing, commend Indinero for effectively reorganizing financial structures and providing valuable insights that facilitate strategic decision-making. Notably, the attention to detail and the team's ability to simplify complex financial topics have been particularly appreciated. Clients report a significant improvement in financial visibility and organization, making Indinero a trusted partner in their growth.Was this helpful?
15 of 15 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 15 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Financial Services Firm
5.0 — Indinero has helped a financial services company restructure their QuickBooks, build budgeting and forecasting processes, and manage multistate tax filings across 25 states as they continue scaling Read moreWas this helpful?
Industry Experience
Indinero has demonstrated strong expertise across various industries, including financial services, advertising & marketing, medical, and software. Clients commend their attention to detail, responsiveness, and organizational skills, particularly in financial management and strategic planning. Overall sentiment is highly positive, with businesses highlighting improved financial visibility and operational efficiency, making Indinero a suitable partner for companies looking to enhance their accounting and financial processes.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software Financial servicesWas this helpful?
$1,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
60% Accounting20% Business Valuation Services20% Fractional CFO ServicesSee all 3 projects<p>Watter CPA is your trusted partner in accounting and advisory services. Located in Rockville, Maryland, we have been serving clients across various industries since 1988. Our firm, founded
Read more$1,000+$150 - $199 / hr10 - 49Serves United StatesServices provided
25% Accounting25% Finance & Accounting Outsourcing (FAO)20% Fractional CFO Services +3 services10% Back Office Outsourcing10% Business Consulting10% Financial ConsultingSee all 10 projectsZenbooks is a comprehensive accounting services company specializing in bookkeeping, tax preparation, financial advisory, and CPA services. The company is highly praised for its responsiveness, knowledge, and alignment with client values, with approximately 90% of reviews highlighting their professionalism and timely delivery. Some clients mentioned a need for improved project tracking and more tailored pricing solutions.
Reviews mention Professional
Clients consistently commend Zenbooks for their professionalism, noting their timely delivery and high-quality work. One client highlighted their impressive skills, knowledge, and solution-oriented approach, stating that they 'showed professionalism in their initial approach.' Additionally, the client appreciated the responsiveness of Zenbooks, with typical answers received within 72 hours. Overall, the sentiment reflects a strong endorsement of Zenbooks' professionalism and commitment to client satisfaction.-
Bookkeeping Services for Reverse Sourcing Platform
5.0 Mar 19, 2026Zenbooks delivers on time and provides high-quality work and support. Zenbooks respects deadlines in most of the cases. I'm impressed with Zenbooks' skills, knowledge, professionalism, kindness in support, and solution-oriented approach.
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6 of 7 reviews are 5 stars7 new reviews for Accounting servicesLess than $10,000 avg. project costRead 7 Recent ReviewsReviewed 7 times in the past 6 months
Recent client feedback on Zenbooks highlights their exceptional responsiveness, professionalism, and depth of knowledge in financial services. Clients have praised their ability to deliver timely and accurate financial reporting and bookkeeping, allowing for improved decision-making. Specific commendations include effective communication and an impressive culture fit. However, some clients noted a desire for enhanced visibility in project tracking. Overall, sentiment towards Zenbooks remains highly positive, with many clients expressing satisfaction and no significant areas for improvement.Was this helpful?
Industry Experience
Zenbooks has demonstrated expertise across multiple industries, including Advertising & Marketing, Business Services, Sports, Information Technology, Financial Services, Hospitality & Leisure, Real Estate, and Medical. Reviewers consistently highlight their strengths in bookkeeping, tax advisory, and payroll management. Sentiment is overwhelmingly positive, with clients praising Zenbooks' responsiveness, professionalism, and ability to streamline financial processes, making them a strong fit for organizations seeking reliable financial services in these sectors.
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Consulting Real estate Information technology Hospitality & leisure Financial services Sports Business services Advertising & marketing MedicalWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Zenbooks' competitive pricing and exceptional value for money. Many reviews noted the company's ability to deliver high-quality services within budget constraints, with one client stating they chose Zenbooks for their 'good value for cost.' Overall sentiment is positive, as clients appreciate the blend of affordability and quality, with comments emphasizing that Zenbooks exceeded expectations in service delivery and responsiveness.Was this helpful?
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UndisclosedUndisclosed2 - 9Biloxi, MS
Services provided
30% Accounting70% Business ConsultingBusiness Consulting company Table Max Solutions, LLC is based in Biloxi, Mississippi. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Madison, MS
Services provided
30% Accounting40% Business Consulting30% HR ConsultingCox Consulting Agency is a small Business Consulting company located in Madison, Mississippi. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Wheeling, WV
Services provided
30% Accounting40% Business Consulting30% Tax LawSeachrist & Associates, A.C. Is a Wheeling, West Virginia-based Business Consulting company. They specialize in Business Consulting and Accounting and were founded in 1998.
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UndisclosedUndisclosed2 - 9Racine, WI
Services provided
30% Accounting30% Business Consulting20% Business Valuation Services +1 service20% Tax LawEstablished in 1981, Frank Sterbin CPA, SC is a Business Consulting company. Based in Racine, Wisconsin, the team provides Business Consulting and Accounting.
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$1,000+$25 - $49 / hr50 - 249Irvine, CA
Services provided
25% Accounting25% Business Consulting20% Finance & Accounting Outsourcing (FAO) +2 services20% Fractional CFO Services10% IT Managed ServicesHiphen Consulting, a Business Consulting company, is headquartered in Dubai, United Arab Emirates and Bengaluru, India. They offer Business Consulting and Accounting and were established in 2021.
Read moreSee All Locations (4)Irvine, CA
300 Spectrum Center Drive
Irvine, CA 9261810 - 15
+1 (949) 208 7363
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Featured
What are Featured Providers?
$25,000+Undisclosed250 - 999Serves United StatesServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
UndisclosedUndisclosed10 - 49Serves United StatesServices provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% Financial ConsultingSee all 3 projectsClarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.
Reviews mention Timely
Clients have consistently praised Clarity Tax Group & CPA's for their timeliness in delivering services. One client highlighted that payroll was 'always on time and correct' and noted the team's ability to respond promptly to needs. Overall, feedback reflects a strong sentiment regarding their reliability in meeting deadlines, contributing to a seamless experience for clients.-
Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 Dec 22, 2025Yes very much on time. Taxes are simple and correctly paid. Everything is in order for the business.
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2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 — Clarity Tax Group & CPA's provides accounting and payroll processing services for a painting company. The team is responsible for managing the client's bookkeeping and payroll and creating financial Read moreWas this helpful?
Industry Experience
Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
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ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with Clarity Tax Group & CPA's pricing and value for money, noting that the services fit their budgets while delivering high-quality results. One client highlighted the company's responsiveness and professionalism, stating, 'Clarity always is quick to answer questions or needs.' Another emphasized the ease of working with them for bookkeeping and payroll, remarking on the timely and accurate handling of financial reports. Overall, feedback indicates a strong sentiment of value received for the cost.Was this helpful?
UndisclosedUndisclosed2 - 9Serves United StatesServices provided
100% AccountingSee all 2 projectsWasserman Accounting CPA is a professional accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and business auditing. The reviews indicate a strong focus on reliability, compliance, and clear communication, with 100% of reviewers noting their impressive project management and responsiveness. Clients appreciate their proactive approach to financial statement preparation and tax planning.
Reviews mention Reliable
Clients consistently highlight Wasserman Accounting CPA's reliability in managing essential accounting tasks. One client noted their 'steady project management,' with most deliverables completed on time and clear communication maintained throughout the process. Another praised their 'consistent' handling of accounting needs, emphasizing compliance and organization without complications. Overall, the sentiment reflects a strong appreciation for the company's dependable service and commitment to meeting statutory deadlines.-
Accounting Services for Digital Marketing Agency
5.0 Dec 1, 2025Their project management was steady. Most core items were delivered on time, and statutory deadlines were met. Communication was generally clear, and they responded to my needs when asked. They provided updates when required and handled tasks in a reliable, organised way.
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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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UndisclosedUndisclosed10 - 49New York, NY
Services provided
25% Accounting25% Advertising25% Blockchain +1 service25% Marketing StrategyTradewind Markets, Inc. Is an Accounting company. The New York, New York-based company provides Accounting and Advertising.
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UndisclosedUndisclosed10 - 49Huntsville, AL
Services provided
25% Accounting38% Staffing37% RecruitingSmall Staffing company Alabama Temporary & Technical, is in Huntsville, Alabama. The team focuses on Staffing and Recruiting.
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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Serves United StatesServices provided
40% Accounting20% Commercial Financing20% Financial Advising & Planning +1 service20% Financial ConsultingSee all 1 projectsAlexander Accountants, CPAs is a professional accounting services firm specializing in tax preparation, financial advisory, and business structuring for tax savings. The overall feedback from their reviews is highly positive, with 100% of reviewers praising their accurate deliverables, effective communication, and substantial tax savings, resulting in financial benefits like $15,000 in tax savings.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Tax Filing Consulting for Marketing Agency
5.0 — Alexander Accountants, CPAs provides consulting services regarding a marketing agency's company structure for tax savings. The team works with the client to provide yearly tax guidance. Read moreWas this helpful?
Industry Experience
Alexander Accountants, CPAs has demonstrated expertise primarily in the Advertising & Marketing industry, providing consulting services that enhance tax efficiency for businesses. Clients appreciate their accurate tax structuring and guidance, which have resulted in significant savings. The overall sentiment reflects strong satisfaction with their knowledge, timely delivery, and effective communication. This firm is particularly well-suited for companies seeking financial consulting services to optimize tax strategies.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express strong satisfaction with Alexander Accountants, CPAs regarding cost and value for money. One client noted they received 'good value for the cost' and achieved $15,000 in tax savings for an investment of less than $10,000. Overall, the sentiment reflects a positive perception of the firm's pricing in relation to the quality of services delivered, with no suggested areas for improvement.Was this helpful?
$1,000+Undisclosed10 - 49Serves United StatesServices provided
80% Accounting10% Back Office Outsourcing10% Fractional CFO ServicesSee all 22 projectsAppletree Business Services is a comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.
1 of 1 reviews is 5 starsLess than $10,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In the last six months, clients have praised Appletree Business Services for their professionalism and proactive approach. Notably, a Creative Director highlighted Patrick's expertise in growth, HR, and marketing, stating his sound advice has significantly benefited their business. Clients consistently noted timely project delivery and effective communication methods, with no reported areas for improvement. Overall, the sentiment reflects strong satisfaction and a commitment to ongoing collaboration.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Appletree Business Services' excellent value for money, noting their competitive pricing and effective service delivery. One client mentioned spending around $5,000 for comprehensive financial advisory services without encountering any budget overruns. Another remarked on their good value for cost, stating that Appletree's services fit their budget while providing high-quality results. Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance between cost and the quality of service provided.Was this helpful?
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Denver, Colorado (2) Kalamazoo, Michigan (1) Merrimack, New Hampshire (1) New Orleans, Louisiana (1) Belle Glade, Florida (1) Murfreesboro, Tennessee (1) Opelika, Alabama (1) Darien, Connecticut (1) Chicago, Illinois (1) Atlanta, Georgia (1) Grand Rapids, United States (1) Concord, North Carolina (1) New York City, New York (1) San Francisco, California (1) Orlando, Florida (1) Boston, Massachusetts (1) Waltham, Massachusetts (1) Westford, Massachusetts (1) Brookline, New Hampshire (1) Londonderry, New Hampshire (1)Was this helpful?
$650 Small service based businesses $1,500 Companies over $1M in revenue $3,000 +$3M revenue, complex accountingView PackagesBusiness Owners Package
We bundle bookkeeping and tax into an easy monthly subscription. We can also include payroll if needed. This saves you time and money only dealing with one firm, and we can be more proactive with tax strategy throughout the year. Fees range from $650/mo - $3000/mo depending on the size and complexity.Was this helpful?
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UndisclosedUndisclosed10 - 49Mobile, AL
Services provided
25% Accounting38% Staffing37% RecruitingComplete Employment Services Inc is a Staffing company. They are headquartered in Mobile, Alabama and have small team. They offer Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Naperville, IL
Services provided
25% Accounting40% HR Consulting35% RecruitingHR Source Staffing, a HR Consulting company, offers HR Consulting and Recruiting. The firm is located in Naperville, Illinois.
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UndisclosedUndisclosed10 - 49Salt Lake City, UT
Services provided
25% Accounting25% Business Consulting25% HR Consulting +1 service25% IT Managed ServicesAccounting company Best Business Services offers Accounting and IT managed services. They were established in 2012.
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UndisclosedUndisclosed10 - 49Norwalk, CT
Services provided
25% Accounting30% HR Consulting30% HR Outsourcing +1 service15% RecruitingHR Consulting company Operations Inc is in Norwalk, Connecticut. Established in 2001, the team provides HR Consulting and HR Outsourcing.
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UndisclosedUndisclosed10 - 49Kissimmee, FL
Services provided
25% Accounting25% Graphic Design25% Other Marketing +1 service25% Web DesignAccounting company FreedomSBS was established in 2012. The firm offers Accounting and Graphic Design.
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UndisclosedUndisclosed10 - 49Concord, NH
Services provided
25% Accounting40% Business Consulting10% Financial Consulting +3 services10% HR Consulting10% PEO/Employee Leasing5% HR OutsourcingBased in Concord, New Hampshire, Checkmate Payroll Services is a Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
Services provided
25% Accounting25% Business Consulting25% IT Managed Services +1 service25% Marketing StrategyStrategic Link is an Accounting company located in Atlanta, Georgia. They focus on Accounting and IT managed services and were founded in 2005.
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UndisclosedUndisclosed10 - 49Marietta, GA
Services provided
25% Accounting25% Business Consulting25% Commercial Brokerage Services +1 service25% Commercial FinancingYeomans Consulting Group Inc., a small Accounting company, is in Marietta, Georgia. Their services include Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49Gainesville, FL
Services provided
25% Accounting25% Business Consulting25% Corporate Training & Coaching +1 service25% HR ConsultingWal-Staf Temporary Services Inc is a small Accounting company headquartered in Gainesville, Florida. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Bristow, VA
Services provided
25% Accounting40% IT Managed Services15% Custom Software Development +2 services10% AR/VR Development10% Web DesignResource Metrix is an IT managed services company. In Bristow, Virginia, the team specializes in IT managed services and Accounting.
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UndisclosedUndisclosed10 - 49Washington, DC
Services provided
25% Accounting25% Business Consulting25% Commercial Financing +1 service25% Corporate Training & CoachingBusiness Consulting company District Capital Partners is based in Washington, District of Columbia. They focus on Business Consulting and Corporate Training & Coaching and were founded in 2013.
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UndisclosedUndisclosed10 - 49Washington, DC
Services provided
25% Accounting25% Business Consulting25% Corporate Law +1 service25% IT Strategy ConsultingIT strategy consulting company ACQUISITION LIFECYCLES INC. Was founded in 2000. The team offers IT strategy consulting and Business Consulting and is in Washington, District of Columbia.
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UndisclosedUndisclosed10 - 49Fort Washington, MD
Services provided
25% Accounting25% BI & Big Data Consulting & SI25% Business Consulting +1 service25% Financial Advising & PlanningTriDon, LLC is a small Fort Washington, Maryland-based big data company. Their services include BI & big data consulting & SI and Business Consulting.
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UndisclosedUndisclosed10 - 49North Palm Beach, FL
Services provided
25% Accounting25% Business Consulting25% Commercial Financing +1 service25% Financial Advising & PlanningIn North Palm Beach, Florida, SSERS FINANCIAL SERVICES GROUP LLC is a small Business Consulting company. The team specializes in Business Consulting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Eden, NC
Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +3 services10% Recruiting10% Staffing5% HR ConsultingW & Y CONSULTING GROUP LLC is a small Business Consulting company in Eden, North Carolina. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Westerville, OH
Services provided
25% Accounting50% Business Consulting25% Corporate Training & CoachingLaunched in 2008, D+E Consulting Solutions, Inc. Is a Business Consulting company. The agency focuses on Business Consulting and Corporate Training & Coaching, and is small.
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Undisclosed< $25 / hr2 - 9Edison, NJ
Services provided
20% Accounting20% Back Office Outsourcing20% Business Valuation Services +2 services20% Finance & Accounting Outsourcing (FAO)20% Financial ConsultingAdvicekey Professional Services is a Back Office Outsourcing company. The Aurangabad, India-based company provides Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
Read moreSee All Locations (2)Edison, NJ
3504 Springbrook Drive
Edison, NJ 088201
+918698737210
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$1,000+Undisclosed2 - 9Sheridan, WY
Services provided
20% Accounting60% Back Office Outsourcing20% Insurance Services & BrokersIn Sheridan, Wyoming and Chandigarh, India, MedIntelix Global is a Back Office Outsourcing company. They provide Back Office Outsourcing and Accounting.
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$1,000+< $25 / hr50 - 249Webster, NY
Services provided
20% Accounting80% Call Center ServicesDatrose is a call center company in Webster, New York. Founded in 1976, the team focuses on Call Center Services and Accounting.
Read more -
$1,000+$25 - $49 / hr50 - 249San Marcos, CA
Services provided
20% Accounting20% Call Center Services20% Event Management +2 services20% Executive Search20% IT Managed ServicesIT managed services company Tri-Community Answering Service was launched in 1968. The midsize team offers IT managed services and Call Center Services.
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UndisclosedUndisclosed50 - 249Boston, MA
Services provided
20% Accounting50% Commercial Property Management20% Commercial Brokerage Services +1 service10% StaffingMediate Management Company is a Commercial Property Management company established in 1985. Their services include Commercial Property Management and Accounting.
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UndisclosedUndisclosed50 - 249Cambridge, MA
Services provided
20% Accounting30% Commercial Development20% Commercial Brokerage Services +2 services20% Commercial Property Management10% Architectural DesignCommercial Development company Senné is headquartered in Cambridge, Massachusetts. Their services include Commercial Development and Commercial Brokerage Services.
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UndisclosedUndisclosed50 - 249Boston, MA
Services provided
20% Accounting30% Commercial Financing30% Commercial Property Management +1 service20% Architectural DesignThe Hamilton Company is a midsize Commercial Financing company. Established in 1954, the team provides Commercial Financing and Commercial Property Management.
Read more -
UndisclosedUndisclosed50 - 249Denver, CO
Services provided
20% Accounting80% HR ConsultingPayTech is a HR Consulting company launched in 1999. Headquartered in Denver, Colorado, the team focuses on HR Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Exton, PA
Services provided
20% Accounting20% HR Consulting20% HR Outsourcing +2 services20% Recruiting20% StaffingAllied Resources Staffing Solutions is a midsize Accounting company in Exton, Pennsylvania. The team focuses on Accounting and Staffing.
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UndisclosedUndisclosed50 - 249Kennesaw, GA
Services provided
20% Accounting20% Advertising20% Branding +2 services20% Direct Marketing20% Marketing StrategyImpact Partnership is an Accounting company. The firm is based in Kennesaw, Georgia. Their team provides Accounting and Advertising.
Read more -
UndisclosedUndisclosedFreelancerRoswell, GA
Services provided
40% Accounting30% Financial Consulting20% Business Consulting +1 service10% Finance & Accounting Outsourcing (FAO)Manna Financial Services, LLC is an Accounting company. Launched in 2014, the agency is in Roswell, Georgia. Their team provides Accounting and Financial Consulting.
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UndisclosedUndisclosed50 - 249Las Vegas, NV
Services provided
20% Accounting20% Call Center Services20% Custom Software Development +2 services20% Insurance Services & Brokers20% Recruitment Process OutsourcingInvisia is a software development company. They focus on Custom Software Development and Call Center Services and were launched in 2012. The agency is based in Las Vegas, Nevada.
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UndisclosedUndisclosedFreelancerPortland, ME
Services provided
40% Accounting40% Business Consulting20% Financial ConsultingSlate Consulting is a Business Consulting company. They are based in Portland, Maine and have small team of experts. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosedFreelancerWarwick, RI
Services provided
40% Accounting30% Business Consulting20% Financial Advising & Planning +1 service10% Litigation Support ServicesAccounting company David Krekorian CPA Ltd. Is in Warwick, Rhode Island. Established in 1990, the team focuses on Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Plantation, FL
Services provided
10% Accounting40% Back Office Outsourcing20% Translation +3 services10% Business Consulting10% Custom Software Development10% Web DesignFounded in 2010, Nomosots Outsourcing is a small Jamshedpur, India-based Back Office Outsourcing company. Their services include Back Office Outsourcing and Translation.
Read moreSee All Locations (2)Plantation, FL
940 NW 92
Plantation, FL 333242 - 5
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$1,000+< $25 / hr10 - 49Austin, TX
Services provided
25% Accounting25% Back Office Outsourcing25% Finance & Accounting Outsourcing (FAO) +1 service25% StaffingAccounting company NetBounce Global LLC was founded in 2024. The agency focuses on Accounting and Back Office Outsourcing, and is small.
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$5,000+$50 - $99 / hr50 - 249Middletown, DE
Services provided
80% Accounting20% Business ConsultingBMS Auditing is a midsize Accounting company. Founded in 2011, the team provides Accounting and Business Consulting.
Read moreSee All Locations (9)Middletown, DE
651 N Broad ST, STE 205 # 6935, Delaware, Middle Town, DE 19709
Middletown, DE 197092 - 5
+1 929 461 3948
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UndisclosedUndisclosed2 - 9Naperville, IL
Services provided
25% Accounting75% HR ConsultingHR Consulting company Midwest Time Recorder is located in Naperville, Illinois. They provide HR Consulting and Accounting and were launched in 1965.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
Services provided
25% Accounting25% Business Consulting25% Public Relations +1 service25% Warehousing & DistributionTriassic Enterprises is a Boca Raton, Florida-based PR agency. They focus on Public Relations and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
25% Accounting25% Commercial Property Management25% Cybersecurity +1 service25% HR ConsultingRegionwide Management Group is a Cybersecurity company launched in 2005. Their services include Cybersecurity and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Alexandria, VA
Services provided
25% Accounting40% Business Consulting25% E-Commerce Development +1 service10% Web DesignEnterprise ENP Technology, LLC is a Business Consulting company launched in 2014. Their team specializes in Business Consulting and E-Commerce Development.
Read more -
UndisclosedUndisclosed2 - 9Gaithersburg, MD
Services provided
25% Accounting25% Business Consulting25% Commercial Financing +1 service25% Financial Advising & PlanningACCOUNTING, TAX AND FINANCIAL SERVICES, LLC (ATNF SERVICES. LLC), a small Business Consulting company, is in Gaithersburg, Maryland. The team focuses on Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Bowie, MD
Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% HR ConsultingBased in Bowie, Maryland, Wsc Associates is a small Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Odessa, TX
Services provided
25% Accounting25% Business Consulting25% Commercial Financing +1 service25% Financial Advising & PlanningADEPSON ENTERPRISE LLC is a Business Consulting company. They are in Odessa, Texas and have small team. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Malibu, CA
Services provided
25% Accounting25% Marketing Strategy15% Financial Consulting +3 services15% Public Relations10% Business Consulting10% Event ManagementMiglex LLC is a small Malibu, California-based Marketing Strategy company. Their services include Marketing Strategy and Accounting.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
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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.
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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.
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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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