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Top Bookkeepers in the United States

Ratings Updated: April 1, 2026

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George Dimov, CPA

4.8 28 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

Serves United States

Services provided

85% Accounting

15% Tax Law

Focus Areas

30% Bookkeeping

25% Financial Accounting

25% Payroll Processing +2

15% Financial Audit

5% Forensic Accounting

George Dimov, CPA is an accounting firm specializing in services including bookkeeping, tax preparation, audit services, financial reporting, and business auditing. The reviews indicate a strong reputation for professionalism, responsiveness, and tailored solutions, with 100% of feedback being positive. Clients frequently praise the firm's attention to detail and ability to exceed expectations, with notable mentions of efficient tax filing and proactive financial advisory.

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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
In the past six months, clients have praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One finance director highlighted the team's ability to deliver a thorough audit process efficiently, while an executive noted the speed and quality of day-to-day accounting services. Overall sentiment is highly positive, with clients expressing satisfaction and a willingness to recommend the firm for reliable and trustworthy accounting services.
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4 of 4 Bookkeeping reviews are 5 stars

1 new review for Bookkeeping in past 6 months

$10,000 – $49,000 avg. project cost

Bookkeeping Experience

Overall, clients report highly positive experiences with George Dimov, CPA for bookkeeping services, with 100% of reviewers expressing satisfaction. Notable strengths include exceptional communication, responsiveness, and proactive financial strategies that significantly improved clients' accounting accuracy and tax efficiencies. Key feedback highlights include the firm’s ability to provide clear financial clarity and timely deliverables, with many clients noting substantial tax savings and organizational improvements. Areas for minor improvement mentioned include automating reminders for deadlines.
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Industry Experience

George Dimov, CPA has demonstrated expertise across various industries, including Information Technology, Advertising & Marketing, Financial Services, Real Estate, and Arts & Entertainment. Clients consistently praise their quick and efficient service, proactive communication, and ability to tailor solutions to specific needs. Overall sentiment is highly positive, with notable strengths in tax strategy, bookkeeping, and financial management. This provider appears especially well-suited for clients in dynamic, service-oriented sectors seeking reliable accounting and advisory support.
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Real estate Advertising & marketing Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services

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Average Project Cost Breakdown

Less than $10,000 (6) $10,000 to $49,000 (5) $50,000 to $199,999 (3)

What Clients Have Said
Clients consistently highlight the excellent value for money offered by George Dimov, CPA, noting that their pricing aligns well with budgets while delivering high-quality service. For instance, one client remarked on the 'good value for cost,' while another emphasized how the firm 'saved them considerably in tax.' Overall, client sentiment reflects satisfaction with the firm's responsiveness and thoroughness, reinforcing their reputation for providing outstanding service at competitive rates.
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CoCountant

5.0 10 reviews
Premier Verified

$1,000+

Undisclosed

50 - 249

Serves United States

Services provided

75% Accounting

25% Finance & Accounting Outsourcing (FAO)

Focus Areas

100% Bookkeeping

CoCountant is an accounting services company offering expertise in financial reporting, bookkeeping, and tax filing, with a strong focus on providing tailored solutions. The reviews reflect a 100% positive sentiment, praising CoCountant’s responsiveness, reliability, and controller-level oversight. Approximately 50% of the reviews highlighted their ability to streamline processes and improve financial visibility through accurate, audit-ready reporting.

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Reviews mention Knowledgeable
Clients consistently praised CoCountant's knowledgeable staff, noting their understanding of expectations and ability to exceed key performance indicators. One client highlighted the staff's proactive approach in suggesting process improvements, which significantly enhanced workflow. Overall, the sentiment regarding knowledgeability is highly positive, with clients expressing satisfaction in the expertise and responsiveness demonstrated throughout their projects.

Accounting & Tax Filing Services for SaaS Data Company

5.0 Aug 7, 2025

Assigned CoCountant staff was very knowledgeable and understood expectations. He met and exceeded KPI set at beginning of project. Staff also suggested and implemented key process improvements to improve workflow.
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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Unknown avg. project cost

Accounting 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 more
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Coral Gables, Florida (1) North Charleston, South Carolina (1) Somerset, New Jersey (1)

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$160 Launch $460 Scale $1,270 Command

Controller-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.
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Pilot

4.8 10 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Serves United States

Services provided

45% Accounting

20% Fractional CFO Services

15% Finance & Accounting Outsourcing (FAO) +2

15% HR Outsourcing

5% Benefits Administration

Focus Areas

90% Bookkeeping

10% Financial Accounting

Pilot is a company specializing in accounting services, including bookkeeping, tax preparation, and financial reporting. Across reviews, 100% of clients highlight Pilot's accuracy, timely delivery, and responsive communication. Approximately 80% appreciate the company's seamless integration with tools like QuickBooks and the accessibility of their digital platform, which facilitates efficient financial management and advisory services.

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1 of 3 Bookkeeping reviews are 5 stars

$10,000 – $49,000 avg. project cost

Bookkeeping Experience

Pilot receives overwhelmingly positive feedback for its bookkeeping services, with 100% of reviewers citing high-quality, timely deliverables and exceptional communication. Clients appreciate Pilot's understanding of their business models and the integration of CFO services. Notably, 60% of clients emphasize the effectiveness of Pilot's tax preparation and financial planning. Overall, clients express confidence in their financial management, highlighting Pilot's expertise and professional approach, making it a strong candidate for bookkeeping needs.
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5 of 9 Accounting reviews are 5 stars

9 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Services for Surgical Robot Manufacturer
5.0 — Pilot provides bookkeeping, tax preparation, and CTO and CFO services for a surgical robot manufacturer. The team uses QuickBooks for bookkeeping and has created financial models for the client. Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (4) Less than $10,000 (2) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently highlight Pilot's competitive pricing and overall value for money. They appreciate the company's responsiveness and timely delivery of services, with one client noting, "Pilot always supplies professional and efficient services," while another stated, "Pricing fit our budget and good value for cost." Overall, the sentiment is positive, with clients feeling that Pilot offers high-quality support at a reasonable price, making it a reliable choice for bookkeeping and accounting needs.
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United States (8) Spain (1)

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La Rusa

5.0 6 reviews

$1,000+

$25 - $49 / hr

2 - 9

Clearwater, FL

Services provided

100% Accounting

Focus Areas

29% Bookkeeping

43% Financial Accounting

28% Payroll Processing

La Rusa is a proficient accounting services firm offering comprehensive support in bookkeeping, financial reporting, tax preparation, and financial advisory. Reviews highlight their reliability and expertise, with 100% of clients expressing satisfaction in their services. Clients commend their timely and accurate work, noting La Rusa’s ability to handle complex accounting tasks with precision and efficiency.

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Reviews mention Timely
Overall, the feedback regarding La Rusa's timeliness is highly positive. Clients consistently commend their ability to complete tasks accurately and on schedule. For instance, one client noted, "La Rusa did all the tasks in time and accurately," while another emphasized their systematic approach, stating they handled urgent tasks effectively. Additionally, clients expressed satisfaction with their communication and project management, highlighting La Rusa's reliability and ability to meet tight deadlines without any complaints.

Accounting Services for Fintech Company

5.0 Jun 23, 2021

I'm 100% satisfied with project management. La Rusa did all the tasks in time and accurately. They can get my idea immediately without asking many questions.
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Accounting Services for Fintech Company

5.0 May 13, 2021

LaRusa has done everything professionally and in time. They're remarkably systematic. They helped us with tasks 'for yesterday' as well as created a long-term plan and stuck to it.
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Accounting & Bookkeeping for Digital Marketing Company

5.0 May 7, 2021

Another remarkable part is how quickly they could complete their tasks. They've done an excellent job of communicating with us, keeping us up to date on their tasks and when we can expect them.
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5 of 5 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Resolution Services for IT Services Company
5.0 — An IT services company hired La Rusa to help them resolve their IRS problem. Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (3) Less than $10,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently praise La Rusa for their competitive pricing and the value they provide. One client noted a monthly fee of approximately $2,500, emphasizing the absence of additional charges, which contributed to their satisfaction. Another client highlighted La Rusa's cost-effective service as a deciding factor in their partnership. Overall, clients feel that La Rusa delivers high-quality services relative to their costs, making them a reliable choice for accounting needs.
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Clearwater, Florida (1) Miami, Florida (1) Oklahoma City, Oklahoma (1) Corpus Christi, Texas (1) Beverly Hills, California (1)

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Berry Dunn

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Portland, ME

Services provided

90% Accounting

10% Business Consulting

Focus Areas

25% Bookkeeping

25% Financial Accounting

25% Financial Audit +1

25% Forensic Accounting

Berry Dunn is a consulting firm specializing in assisting state health departments with accreditation processes and grant writing, particularly for the Centers for Disease Control and Prevention. Reviews highlight their professionalism and expertise, with 100% of feedback being positive, emphasizing their strong project management skills and understanding of public health sector needs. Their familiarity with state health department operations makes them a reliable partner.

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Industry Experience

Berry Dunn has garnered positive feedback in the healthcare and public health sectors, particularly for their expertise in accreditation processes and grant writing for state health departments. Clients appreciate their professionalism, project management capabilities, and familiarity with industry-specific requirements. Overall sentiment in this industry is highly favorable, underscoring their strengths in delivering impactful solutions tailored to healthcare challenges.
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Advertising & marketing

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients generally perceive Berry Dunn as offering good value for money, particularly highlighting their professionalism and expertise. One client noted a significant investment range of $200,000–$999,999, yet expressed satisfaction with their ability to meet timelines and manage projects effectively. The familiarity of the team with state health departments was particularly praised, indicating that the costs associated with their services are justified by the quality and relevance of their work.
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SFBay Financial

5.0 2 reviews

$1,000+

$100 - $149 / hr

10 - 49

San Francisco, CA

Services provided

100% Accounting

Focus Areas

43% Bookkeeping

57% Financial Accounting

SFBay Financial is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With consistently positive feedback, 100% of reviewers commend their efficient service and strong problem-solving approach. Clients highlight the firm's proactive communication and excellent support, noting the quality of their expert staff, particularly in navigating complex financial situations.

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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Non-Profit Organization
5.0 — A non-profit organization hired SFBay Financial to provide accounting services. The team is tasked with rectifying the lapses of the client's previous accounting firm. Read more
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Industry Experience

SFBay Financial has received positive feedback across various industries, notably Nonprofit and Business Services. Clients in the Nonprofit sector praised the firm for efficient accounting support and navigating complex financial processes like PPP loans. In Business Services, the firm is recognized for its timely communication and expertise in specialized tax situations. Overall sentiment indicates strong client satisfaction, highlighting SFBay Financial's strengths in bookkeeping, tax preparation, and responsive service, making them a suitable partner for organizations in these sectors.
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Nonprofit Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of SFBay Financial consistently highlight the company's excellent value for money, particularly noting their flexible hourly billing structure that accommodates various budgets. One client emphasized that SFBay provided services at a price that worked for their small business, while another mentioned their ongoing satisfaction and absence of tax problems as indicators of effective service. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of service provided.
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Canada (1) United States (1)

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Accountants in Miami

5.0 1 review

$10,000+

$200 - $300 / hr

2 - 9

Miami, FL

Services provided

76% Accounting

24% Finance & Accounting Outsourcing (FAO)

Focus Areas

49% Bookkeeping

49% Financial Accounting

2% Payroll Processing

Accountants in Miami is an accounting firm providing comprehensive services such as audit services and tax guidance. With 100% positive feedback, clients praise their responsiveness, communication, and reliability, emphasizing their commitment to maintaining strong client relationships and delivering effective financial solutions.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Annual Audit & Tax Guidance for Healthcare Company
5.0 — Accountants in Miami performs an annual audit for a healthcare company. They also help with financial and tax guidance. Read more
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Industry Experience

Accountants in Miami exhibits strong expertise in the Healthcare industry, providing auditing and financial guidance. Clients highlight their responsiveness, effective communication, and organizational skills, contributing to a positive and ongoing partnership. The feedback reflects a high level of satisfaction, indicating that potential clients in Healthcare can expect reliable and attentive service. Overall sentiment is highly favorable, making them a solid choice for businesses in this sector.
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Healthcare

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients report that Accountants in Miami provides excellent value for money, with one client noting an annual investment of $25,000 for comprehensive auditing and financial guidance. They highlight the firm's responsiveness and strong communication, emphasizing a solid working relationship that enhances their financial management. Overall, the sentiment is highly positive, with clients recommending the firm for its reliability and dedication to client needs.
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Westside Financial

5.0 1 review

$1,000+

< $25 / hr

2 - 9

Los Angeles, CA

Services provided

50% Accounting

50% Business Consulting

Focus Areas

100% Bookkeeping

Westside Financial offers comprehensive Accounting Services, including bookkeeping, tax preparation, financial reporting, and acting as a remote CFO. Review feedback is overwhelmingly positive, with 100% of comments highlighting their expertise in handling complex tax and legal issues internationally. Clients appreciate their commitment to ongoing education and commend their ability to significantly reduce operational costs.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Business Accounting for Digital Agency
5.0 — Westside Tax and Accounting Services provides financial reporting for a digital agency, allocating a constant CPA resource to manage and meet all legal and tax-related requirements. Read more
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Industry Experience

Westside Financial has demonstrated expertise primarily in the IT Services industry, providing comprehensive accounting solutions as a remote CFO. Clients appreciate their ability to manage complex, multi-state tax challenges and custom reporting needs, resulting in significant operational efficiencies. The firm is noted for its commitment to ongoing education and adaptation to client needs. Overall sentiment is positive, with clients recommending Westside for companies requiring tailored financial management, particularly in tech and remote-working environments.
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IT Services

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients generally perceive Westside Financial as offering good value for money, with one CEO noting a monthly investment of $500–$1,000 for comprehensive accounting services. The client emphasized that Westside's expertise has significantly reduced operational costs and improved efficiency, particularly in managing complex tax issues across multiple states and countries. While there are minor concerns about response times, the overall sentiment reflects strong satisfaction with the firm's cost-effectiveness and the quality of service provided.
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EZ Buzz Solutions Pvt. Ltd.

5.0 1 review

Undisclosed

< $25 / hr

50 - 249

Tracy, CA

Services provided

100% Accounting

Focus Areas

50% Bookkeeping

50% Payroll Processing

EZ Buzz Solutions Pvt. Ltd. is a reputable firm specializing in bookkeeping and comprehensive accounting services, including financial reporting and tax preparation. Reviewers consistently highlight the company's efficiency and expertise, with a noted 95% client retention rate and a significant 15% improvement in cash flow management. Clients commend their personalized financial solutions and secure data management, though some suggest they could enhance long-term financial strategy advisory.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping Support for Accounting & Consultancy Firm
5.0 — EZ Buzz Solutions Pvt. Ltd. provided bookkeeping support for an accounting and consultancy firm. The team implemented a financial dashboard, tracked monthly cash flow, managed expenses, and provided Read more
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Industry Experience

EZ Buzz Solutions Pvt. Ltd. has demonstrated strong expertise in the Business Services sector, particularly in financial management and bookkeeping. Clients have praised their personalized approach, timely project delivery, and effective solutions that led to improved cash flow management and operational efficiency. Overall sentiment in this sector is highly positive, reflecting the provider's strengths in enhancing financial transparency and reducing errors. Their success in implementing customized financial dashboards positions them well for similar projects in consultancy and accounting services.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed that EZ Buzz Solutions Pvt. Ltd. offers good value for cost, particularly highlighting their ability to streamline bookkeeping processes effectively. One client noted a 15% improvement in cash flow management and significant cost savings due to EzBuzz's detailed expense tracking and analysis. Overall sentiment reflects satisfaction with the company's pricing relative to the quality of service, although some clients suggested the need for more proactive financial strategy insights.
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Greyson Tax & Consulting

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Columbus, OH

Services provided

75% Accounting

15% Business Consulting

10% Financial Consulting

Focus Areas

50% Bookkeeping

50% Financial Accounting

Greyson Tax & Consulting is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. The reviews indicate a highly positive experience, with 100% of feedback highlighting their expertise and efficient communication. They have notably saved clients significant sums, as evidenced by a client saving $30,000 in taxes, underscoring their value and reliability.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Bookeeping for Real Estate Office
5.0 — Greyson Tax Consulting provided personal and business tax filing, company registration restructuring, and QuickBooks bookkeeping services to the owner of a franchised real estate company. Read more
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Industry Experience

Greyson Tax & Consulting has demonstrated expertise primarily in the real estate sector, providing significant support in tax structuring and bookkeeping. Clients have praised their timely communication and knowledge, noting substantial tax savings, such as $30,000 in one instance. Overall sentiment from the real estate industry indicates a high level of satisfaction, making Greyson Tax & Consulting a strong candidate for businesses seeking reliable tax and consulting services in this field.
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Real estate

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed strong satisfaction with Greyson Tax & Consulting's value for money, noting significant cost savings. One client reported saving approximately $30,000 in taxes due to their expertise, indicating that the services provided more than justify the costs. The timely communication and comprehensive support further enhance their perceived value, leading clients to recommend trusting the firm's guidance for optimal financial outcomes.
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Nimbl

5.0 3 reviews

$1,000+

Undisclosed

10 - 49

Salt Lake City, UT

Services provided

100% Accounting

Focus Areas

33% Bookkeeping

34% Payroll Processing

33% Financial Accounting

Nimbl is an accounting service provider that offers comprehensive financial management solutions, including bookkeeping, tax preparation, financial reporting, and CFO advisory services. Across their reviews, 100% of clients express satisfaction with Nimbl's efficiency and expertise, praising their ability to streamline financial processes and offer insightful financial analysis and tax planning. Clients highlight Nimbl's effective use of technology and their capacity to significantly reduce administrative burdens.

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Reviews mention High-quality work
Clients consistently praise Nimbl for delivering high-quality work that significantly enhances their financial processes. One client noted, "They’ve delivered on their promises," highlighting the ease of transitioning to tax preparation. Another remarked on their impressive integration of technology, stating, "They solve problems quickly and effectively." Overall, the sentiment reflects strong satisfaction with Nimbl's ability to simplify accounting and provide valuable insights, with no significant areas for improvement identified.

Bookkeeping & Accounting for Marketing Company

5.0 Aug 19, 2020

I now have monthly reports about all of my businesses that I can go and make decisions with, in terms of growth for my businesses. I’m also no longer spending my time doing those tasks on a daily basis since they handle almost all of it for me. It’s an ideal situation. They’ve delivered on their promises.
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Financial Consulting & Accounting for Digital Agency

5.0 Feb 20, 2020

The engagement has been a huge timesaver for us. As a business owner, I’ve gotten better insight into our financials, which has helped us make more effective decisions. They have the exact expertise we needed.
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3 of 3 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Storage Company
5.0 — Nimbl helps a self-storage facility with bookkeeping and taxes. They work with the client throughout each month, ensuring that records are accurate and that any necessary tax payments are made. Read more
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Industry Experience

Nimbl has demonstrated expertise in the Real Estate and Advertising & Marketing industries. Clients praise their comprehensive accounting services, efficiency in streamlining financial processes, and proactive tax planning. In Real Estate, they are noted for alleviating financial burdens and ensuring readiness for tax obligations. In Advertising & Marketing, they help businesses simplify financial management, offering insights that enhance decision-making. Overall, feedback is highly positive across both sectors, indicating a strong fit for clients seeking reliable financial management.
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Real estate Advertising & marketing

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Lehi, Utah (1) Mesa, Arizona (1) Concho, Arizona (1)

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Ledger Medial Accounting Services

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Greenville, SC

Services provided

90% Accounting

10% Business Consulting

Focus Areas

40% Bookkeeping

40% Financial Accounting

20% Payroll Processing

Ledger Medial Accounting Services is an accounting firm that specializes in tax preparation and accounting services. Reviews indicate a high level of satisfaction, with 100% of clients praising their financial expertise and seamless communication. Matt, their representative, is frequently mentioned for his professionalism and dedication, making Ledger Medial a trusted resource for bookkeeping and tax filing needs.

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Reviews mention Unique expertise
Clients consistently highlight Ledger Medial Accounting Services' unique expertise in the accounting field, particularly praising Matt's deep knowledge and financial acumen. One client noted that his expertise is evident daily and that the firm's proactive support has made them an invaluable business resource. Overall, the sentiment reflects a strong appreciation for their specialized skills and commitment to client success, with no reported areas for improvement.

Tax Prep & Bookkeeping for Digital Marketing Company

5.0 Jan 14, 2021

Matt displays his financial expertise on a daily basis. Their willingness to help has made them a valuable part of our business.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Bookkeeping for Digital Marketing Company
5.0 — Ledger Medial Accounting Services provides tax preparation and bookkeeping for a digital marketing company. The responsibility is to keep the client financially fit, providing monthly reports on Read more
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Industry Experience

Ledger Medial Accounting Services has received positive feedback primarily from the Advertising & Marketing and Business Services industries. Clients commend their financial expertise, responsiveness, and ability to foster seamless collaboration. In the Advertising & Marketing sector, they are valued for their role in maintaining financial health and providing insightful monthly reports. Meanwhile, in Business Services, they are recognized for their personalized approach and immediate value delivery. Overall, Ledger Medial excels in client relations and tax advisory, making them a strong fit for businesses in these sectors.
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Advertising & marketing Business services

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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Clients consistently praise Ledger Medial Accounting Services for their reasonable pricing and exceptional value for money. One client noted the 'reasonable price point' and highlighted the company's deep industry knowledge. Another client emphasized that Matt provided immediate value and individual attention, reinforcing the cost-effectiveness of their services. Overall, feedback indicates a strong sentiment of satisfaction regarding the company's pricing structure and the quality of service received.
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H.D. Roseth & Associates

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Riverwoods, IL

Services provided

100% Accounting

Focus Areas

43% Bookkeeping

57% Financial Accounting

H.D. Roseth & Associates is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. The reviews highlight their exceptional business advising and strategic financial planning, with a client noting a $100,000 annual tax saving. Their personalized approach, responsiveness, and detailed financial analysis receive consistently positive feedback, with 100% of reviewers praising their thoroughness and strategic insight.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting, Consulting & Payroll for PR Firm
5.0 — H.D. Roseth & Associates provides accounting services and financial consulting for a communications firm. They rethought the client’s taxes, created streamlined procedures, and advises on Read more
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Industry Experience

H.D. Roseth & Associates has demonstrated strong expertise primarily in the 'Other Industry' sector, particularly in financial advising and tax strategy for small businesses. Clients commend their thoroughness, detail-oriented approach, and ability to streamline financial processes, leading to significant cost savings. The overall sentiment is highly positive, highlighting their capacity to enhance business operations and financial health. Potential clients in similar industries seeking personalized financial consulting would likely find H.D. Roseth & Associates a fitting partner.
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Other Industry

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients have expressed high satisfaction with H.D. Roseth & Associates' cost-effectiveness and value for money. One client noted significant savings of approximately $100,000 annually due to Hal's strategic tax restructuring, all for a lower fee than their previous firm. The overall sentiment highlights that the firm treats client finances with utmost care, making clients feel prioritized and valued, which enhances the perceived return on investment.
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ORBA

5.0 2 reviews

$1,000+

$50 - $99 / hr

50 - 249

Chicago, IL

Services provided

100% Accounting

Focus Areas

29% Bookkeeping

43% Financial Accounting

28% Payroll Processing

ORBA is a professional accounting firm providing a broad range of services including tax preparation, financial advisory, and business auditing. Reviewers consistently highlight ORBA's transparency, attention to detail, and the peace of mind their services provide, with 100% satisfaction noted. Clients appreciate their critical thinking and effective communication, ensuring robust financial management and strategic planning.

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Reviews mention Detail-oriented
Clients consistently commend ORBA for their attention to detail and transparency. One client noted that Jim Pellino's critical thinking and meticulousness helped identify errors made by previous accountants, demonstrating their thorough approach. The client also highlighted the clarity of advice received, which contributed to their business growth. Overall, the sentiment around ORBA's detail-oriented service is highly positive, reinforcing their reputation as a reliable accounting partner.

Accounting Services for Web Design Firm

5.0 Mar 6, 2018

ORBA is much more transparent than other accounting companies we’ve worked with in the past. I always know when and where they’re going to change things. They’ve also been able to find mistakes of previous accountants and provide solutions. Their attention to detail and critical thinking sets them apart.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Web Design Firm
5.0 — ORBA provides ongoing accounting services in the form of tax consultation and other advisory roles. They offer tax planners to make the filing process as simple as possible. Read more
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Industry Experience

ORBA has demonstrated expertise primarily in the Advertising & Marketing industry, providing valuable accounting and advisory services. Clients appreciate their transparency, attention to detail, and ability to foster trust, which have led to improved business growth and tax planning. The firm's strengths include strategic tax advice and assistance with business structuring, particularly for companies transitioning from basic accounting practices. Overall, ORBA's impact is positively received, making them a strong partner for businesses in the digital design and marketing sectors.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive ORBA as offering good value for money, with specific feedback highlighting their transparency and expertise. One client noted they spent around $5,000 for ongoing services and appreciated the peace of mind provided by ORBA's advice, which contributed to their business growth. Another client mentioned a significant tax payment of $30,000, reflecting the financial impact of their collaboration. Overall, the sentiment indicates satisfaction with ORBA's pricing relative to the quality of service received.
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A Bigger Bottom Line, LLC.

5.0 1 review

$5,000+

$150 - $199 / hr

2 - 9

Irvine, CA

Services provided

50% Accounting

40% Business Consulting

10% Financial Consulting

Focus Areas

50% Bookkeeping

35% Payroll Processing

15% Management Accounting

A Bigger Bottom Line, LLC. is a forward-thinking company specializing in Accounting Services, particularly in leveraging cloud-based systems and software integrations. The company receives overwhelmingly positive feedback for its transformative impact, with clients appreciating its futuristic approach and the enhanced freedom it provides. Reviewers commend their detailed project management and communication, with 100% highlighting their commitment and innovative solutions.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services & Cloud Integrations for Broker Company
5.0 — A Bigger Bottom Line, LLC. went above bookkeeping, helping with software integration. Moving a broker firm into the cloud, they set them up on 23 pieces of software including Cludo, Hubdoc, Keap, Read more
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Industry Experience

A Bigger Bottom Line, LLC has garnered positive feedback primarily in the construction and advertising industries. Clients highlight their expertise in integrating multiple software systems, enhancing operational efficiency, and transitioning businesses to cloud-based solutions. The overall sentiment reflects their commitment to innovation and client satisfaction, making them a strong candidate for businesses seeking to modernize their processes and achieve a streamlined, paperless environment.
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Construction

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients report that A Bigger Bottom Line, LLC provides exceptional value for money, often exceeding expectations. One client noted that for approximately $1,900 USD per month, they received extensive support in integrating multiple software solutions, leading to significant operational improvements. The sentiment is overwhelmingly positive, with comments highlighting the company's innovative approach and the freedom it offers clients. Overall, clients feel they gain much more than they invest, reinforcing the company's commitment to delivering a 'bigger bottom line.'
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Avenues Financial

5.0 6 reviews

Undisclosed

Undisclosed

2 - 9

Salt Lake City, UT

Services provided

45% Accounting

45% Fractional CFO Services

10% Finance & Accounting Outsourcing (FAO)

Focus Areas

30% Bookkeeping

60% Financial Accounting

10% Management Accounting

Avenues Financial is an accounting services firm specializing in bookkeeping, financial analysis, and tax preparation. With a focus on strategic financial planning and CFO-level insights, they have garnered consistently positive feedback, with 100% of reviewers expressing satisfaction with their services. Clients particularly praise their forecasting accuracy, operational efficiency, and proactive financial management, which have led to improved financial clarity and business growth.

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1 of 1 Bookkeeping reviews is 5 stars

1 new review for Bookkeeping in past 6 months

Unknown avg. project cost

Bookkeeping Experience

Avenues Financial has received overwhelmingly positive feedback for their bookkeeping services, with 100% of clients reporting satisfaction. Reviewers highlight their end-to-end financial management, particularly in daily operations, forecasting, and expense monitoring. Notable achievements include a 12% reduction in unnecessary costs and improved forecasting accuracy within 3–5% variance. Clients praise the team's expertise, operational efficiency, and timely reporting, which significantly impacts strategic business decisions. Overall, Avenues Financial is viewed as a crucial partner in enhancing financial clarity and decision-making.
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Industry Experience

Avenues Financial has demonstrated strong expertise in the Advertising & Marketing and Business Services industries. Clients in advertising praised their proactive financial management and detailed reporting, leading to improved profitability and operational efficiency. In Business Services, they effectively managed accounting needs during challenging times, ensuring transparency and timely communication. Overall sentiment is highly positive, with clients consistently emphasizing Avenues Financial's reliability, specialized knowledge, and impactful financial insights, making them a suitable partner for businesses in these sectors.
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Business services Other Industry Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (2) $10,000 to $49,000 (2)

What Clients Have Said
Clients express strong satisfaction with Avenues Financial's cost-effectiveness and value for money. One CEO noted their services at a reasonable $500 monthly, emphasizing they do not feel 'nickel and dimed.' Another client highlighted the significant return on investment from improved job costing and accurate financial reporting, which enhanced decision-making. Overall, feedback indicates a perception of high quality relative to pricing, with no reported areas for improvement regarding cost or service value.
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West Jordan, Utah (3) Las Vegas, Nevada (1) North Las Vegas, Nevada (1) Salt Lake City, Utah (1)

This provider is fluent in 1 language:

English

This provider is available in 1 time zone:

Mountain Standard Time (MST)

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Accountants on Air

4.8 6 reviews

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

80% Accounting

20% Business Consulting

Focus Areas

33% Bookkeeping

67% Financial Accounting

Accountants on Air is a professional accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. Across client reviews, 100% highlight their timely and personalized service, efficiency, and excellent communication. Clients appreciate their tailored approach and ability to handle complex financial needs, with 75% mentioning their proficiency in tax and bookkeeping services.

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Reviews mention Timely
Clients consistently praised Accountants on Air for their timely project management and responsiveness. One client highlighted that all items were delivered on time, with clear expectations and prompt communication. Another noted that the team effectively accommodated a challenging schedule while adhering to deadlines. Overall, the sentiment regarding timeliness is highly positive, indicating that the firm meets or exceeds expectations in delivering services within agreed timeframes.

Streamline Bookkeeping & Tax Records for Healthcare Company

5.0 Oct 4, 2023

All items were delivered on time. Emails were responded in a timely manner. Responses were easy to understand. Expectations were clear.
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Accounting Services for Dentist Clinic

5.0 Jan 2, 2022

Regular meetings are set using virtual like Zoom, and phone calls, emails, and texts. They stick to deadlines and do their best to accommodate my difficult schedule.
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3 of 4 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Streamline Bookkeeping & Tax Records for Healthcare Company
5.0 — Accountants on Air was hired to organize and streamline bookkeeping and tax records for a healthcare company. Read more
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Industry Experience

Accountants on Air has demonstrated solid expertise across the Healthcare, Retail, and Media industries. In Healthcare, clients appreciate their accuracy, timely communication, and the ability to streamline financial processes, resulting in improved profitability and client satisfaction. Retail clients commend their personalized service and efficiency, while Media clients value their comprehensive financial management. Overall, the sentiment is positive, particularly in Healthcare and Retail, making Accountants on Air a robust choice for clients in these sectors.
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Media Retail Healthcare

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Raleigh, North Carolina (1) Los Angeles, California (1) Alexandria, Virginia (1) Stonington, Connecticut (1)

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Spear CPA CFP

5.0 11 reviews

$1,000+

$100 - $149 / hr

2 - 9

New York, NY

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Focus Areas

34% Bookkeeping

33% Financial Accounting

33% Management Accounting

Spear CPA CFP is a dedicated accounting service provider known for its comprehensive offerings, including bookkeeping, tax preparation, financial advisory, and audit services. They consistently receive positive feedback, with clients praising their professionalism, responsiveness, and expertise. Over 90% of reviewers highlight their impactful financial guidance and ability to manage complex tasks efficiently, making them a reliable partner for diverse business needs.

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Reviews mention High-quality work
Clients consistently praise Spear CPA CFP for delivering high-quality work and exceptional service. One client noted, 'Working with them was a no-brainer' as their integration with in-house operations significantly eased their accounting processes. Another client highlighted the firm's responsiveness and flexibility, stating, 'They always put the client first.' The overall sentiment indicates strong satisfaction, with clients feeling well-supported and valued throughout their engagements.

Accounting for Commercial Real Estate Construction Firm

5.0 Dec 17, 2020

I love that I don’t have to wait to get my bookkeeping done taken care of. Their team seamlessly integrates with my in-house bookkeeper. I like that they’re very responsive and that they can be reached at any time.
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Accounting & Financial Services for Marketing Agency

5.0 Dec 8, 2020

I’m very happy with their services; it’s why I’ve been their client for 15 years. We have a very honest and open relationship, and the team is super flexible and accommodating. Meir in particular is very knowledgeable about the business.
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10 of 11 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Stone & Tile Company
5.0 — Spear CPA CFP handles the bookkeeping and tax preparations and filing for a stone and tile company. They utilize QuickBooks to manage the client’s account, posting monthly reports through a shared Read more
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Average Project Cost Breakdown

$50,000 to $199,999 (4) $200,000 to $999,999 (3) $10,000 to $49,000 (2)

What Clients Have Said
Clients express high satisfaction with Spear CPA CFP's cost-effectiveness and value for money. One client noted a significant return on their investment, stating, "whatever I’ve paid them has been worth the money." Another emphasized their ability to save clients money through strategic advice, leading to repeat business. Overall, feedback indicates that Spear CPA CFP delivers exceptional service relative to their pricing, with numerous clients recommending them for their responsiveness and professionalism.
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New York City, New York (7) Brooklyn, New York (1) Kingston, New York (1) Mount Vernon, New York (1) Rochester, New York (1)

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Lalea & Black

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Beverly Hills, CA

Services provided

60% Accounting

20% Business Consulting

10% Finance & Accounting Outsourcing (FAO) +1

10% Financial Consulting

Focus Areas

50% Bookkeeping

50% Financial Accounting

Lalea & Black is a financial services company specializing in accounting, tax strategy, and executive-level financial advice. They have received 100% positive feedback, with clients praising their high-quality financial services and seamless workflows. Many reviewers highlight the team's expertise, particularly Daniel's exceptional client care and actionable financial guidance.

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Industry Experience

Lalea & Black has demonstrated expertise primarily in the Advertising & Marketing industry, where they provided ongoing accounting and financial strategy services. Clients commend their world-class CPA skills, emphasizing Daniel's relationship management and actionable financial advice, which positively impacted profitability. The overall sentiment is highly favorable, indicating that Lalea & Black is a strong fit for companies seeking reliable financial support in this sector.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend Lalea & Black for delivering high-quality financial services that align with their pricing. One CEO noted that the expertise provided by Daniel, a world-class CPA, has significantly enhanced their profitability, justifying the investment. The seamless workflow and minimal demands on their team further emphasize the value for money. Overall, clients express satisfaction with the cost relative to the exceptional quality and personalized care received.
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DiMercurio Advisors

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Orlando, FL

Services provided

80% Accounting

20% Finance & Accounting Outsourcing (FAO)

Focus Areas

40% Bookkeeping

20% Financial Accounting

20% Management Accounting +1

20% Payroll Processing

DiMercurio Advisors is a modern accounting firm specializing in Accounting Services, including Bookkeeping, Tax Filing, and Financial Reporting. The company received consistently positive feedback, with clients praising their expertise in modern accounting software like Xero and their efficient project management. Notably, 100% of the reviewers highlight their tech-savvy approach and ability to meet modern business needs.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Shopify Migration Company
5.0 — The Heroes Group provides ongoing accounting services for a Shopify migration service. The client requested the team use Xero as their accounting software. They perform filings and craft Read more
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Industry Experience

DiMercurio Advisors has garnered positive feedback primarily in the Retail industry, where their expertise with Xero accounting software has been highlighted. Clients commend their modern approach, tech-savvy team, and ability to adapt to new technologies. The overall sentiment suggests they are a strong fit for businesses seeking accounting solutions that align with contemporary online services, particularly those transitioning from QuickBooks to Xero.
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Retail

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive DiMercurio Advisors as offering strong value for money, particularly in their understanding of specific accounting software like Xero. One client noted they spent under $10,000 while receiving efficient service and support, emphasizing the firm's modern approach and tech-savvy staff. The overall sentiment reflects satisfaction with the cost-effectiveness of their services, suggesting a good return on investment for businesses seeking specialized accounting solutions.
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Brainy Advisors

5.0 4 reviews

$1,000+

$25 - $49 / hr

10 - 49

Houston, TX

Services provided

30% Accounting

20% Finance & Accounting Outsourcing (FAO)

10% Back Office Outsourcing +4

10% Business Valuation Services

10% Digital Asset Management

10% Financial Consulting

10% Fractional CFO Services

Focus Areas

70% Bookkeeping

25% Financial Accounting

5% Payroll Processing

Brainy Advisors is an accounting services firm providing bookkeeping, financial reporting, and financial advisory services, including tax preparation and compliance. Reviews show unanimous satisfaction with 100% of clients praising their timeliness, professionalism, and expertise. Clients appreciate Brainy Advisors' accurate financial statement preparation and personal approach, with no areas for improvement indicated.

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Reviews mention Communicative
The feedback regarding Brainy Advisors highlights their strong communicative skills, with clients noting the responsiveness of their team, particularly Pat, who promptly addressed questions and concerns. One client emphasized that the project was completed a week ahead of schedule, showcasing effective communication and project management. Overall, clients expressed satisfaction with Brainy Advisors as professional, great communicators, and experts in their field, indicating a positive sentiment towards their communicative approach.

Accounting & Financial Advising for E-Commerce Store

5.0 May 6, 2024

They completed the project before deadline, a whole week earlier than expected! Pat (the lead accountant) was very responsive and answered all of my questions and concerns. Overall, I don't think I would be able to achieve completing this project without spending double the cost with another company. Brainy is professional, great communicators, experts in their field, and will meet crucial deadlines.
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3 of 3 Bookkeeping reviews are 5 stars

1 new review for Bookkeeping in past 6 months

Less than $10,000 avg. project cost

Bookkeeping Experience

Brainy Advisors has received overwhelmingly positive feedback regarding their bookkeeping services, with 100% of clients expressing satisfaction. Clients consistently highlight their professionalism, timely delivery of reports, and strong communication skills. Notable themes include their expertise in organizing financial records, timely project completion, and effective financial advising. One client emphasized their ability to catch up on six months of bookkeeping within a month, while another praised their detailed project tracking, which improved business practices. Overall, the firm is recognized as a reliable and efficient partner in financial management.
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Houston, Texas (1) San Luis Obispo, California (1) Seattle, Washington (1)

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$229 Startups & Small Businesses with <$30k Expenses/Mo $379 Medium Sized Businesses with $30k-$80k Expenses/Mo $699 Large Businesses with $80k-$150k Expenses/Mo

Monthly Business Bookkeeping Packages
We offer world-class bookkeeping services to clients across the globe, managed exclusively by CPAs. We'll update your books promptly every month, with a focus on our four tenets: - Accurate numbers - Dependable and Predictable Timeline - Scalable as Your Business Grows, and - Affordability. We aim to be your next and last bookkeeping firm.
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Valor Mineral Management

5.0 1 review

$10,000+

$150 - $199 / hr

10 - 49

Fort Worth, TX

Services provided

50% Accounting

50% Business Consulting

Focus Areas

25% Bookkeeping

25% Financial Accounting

25% Forensic Accounting +1

25% Management Accounting

Valor Mineral Management is a company specializing in oil and gas record management and digitization services. Reviewers unanimously praise their expertise in streamlining processes and improving business efficiency, with 100% positive feedback highlighting their excellent project management and record organization capabilities. Valor Mineral Management is recommended for businesses seeking efficient management of extensive mineral and lease records.

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Industry Experience

Valor Mineral Management has received positive feedback primarily from the Energy & Natural Resources sector. Clients highlight their expertise in digitizing historical records for oil and gas operations, resulting in increased efficiency and accurate data management. Their strengths lie in project management, accuracy in lease negotiations, and thoroughness in recordkeeping. Overall, the sentiment is highly favorable, making them a strong fit for clients needing solutions in the oil and gas industry.
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Energy & natural resources

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed high satisfaction with Valor Mineral Management's cost-effectiveness, particularly highlighting the significant value derived from their services. One client noted that the digitization of over 100 years of records has greatly improved operational efficiency and accuracy. Additionally, the project management was described as excellent, with no reported areas for improvement. Overall, clients feel that Valor delivers substantial value for the investment, particularly for those needing extensive recordkeeping.
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DCG | CPA and Management Consulting Firm

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Phoenix, AZ

Services provided

50% Accounting

50% Fractional CFO Services

Focus Areas

15% Bookkeeping

15% Financial Accounting

15% Financial Audit +4

15% Forensic Accounting

15% Management Accounting

15% Payroll Processing

10% Fiduciary Accounting

DCG | CPA and Management Consulting Firm specializes in Accounting Services, offering expertise in Bookkeeping, Tax Preparation, Financial Analysis, and CFO roles. Reviews highlight their effective project management, with 100% of clients praising their timely delivery and comprehensive financial support. Clients commend DCG’s exceptional expertise and reliable 24/7 support, noting improved financial operations and compliance.

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Reviews mention High-quality work
Clients consistently commend DCG | CPA and Management Consulting Firm for delivering high-quality work, particularly in tax preparation and financial management. One CEO highlighted their successful tax filings and streamlined operations, noting the firm's excellent communication and personal consulting approach. The client emphasized that DCG's services far exceeded those of previous providers, indicating a strong alignment with company values and a commitment to compliance.

Tax Preparation for Marketing Agency

5.0 Aug 7, 2023

Successful submission of tax filings. Multiple months of successful book keeping, accounting, and financial office operations. Confidence in financial projections.
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1 of 1 Bookkeeping reviews is 5 stars

Unknown avg. project cost

Bookkeeping Experience

DCG | CPA and Management Consulting Firm has received overwhelmingly positive feedback for their bookkeeping services, with 100% of reviewers noting their strong expertise and timely project management. Clients highlighted the firm's ability to streamline financial operations and ensure compliance, with particular praise for their personalized consulting approach. Communication was consistently acknowledged as effective, contributing to client confidence in financial projections and overall satisfaction with outcomes.
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2 of 2 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Nonprofit Health Clinic
5.0 — DCG | CPA and Management Consulting Firm oversees the financial aspects of a nonprofit health clinic. The team manages accounts payable, payroll, monthly reporting, cash flow forecasting, and more. Read more
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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight DCG | CPA and Management Consulting Firm's competitive pricing and overall value for money. One client noted that their pricing fit within budget while providing 'great value for cost.' Another emphasized the firm's superior service compared to previous financial providers, stating they are 'far and above better.' Overall, feedback reflects a strong sentiment regarding the firm's ability to deliver quality services at reasonable rates.
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Lombardo Ayers & Company, LLC

5.0 1 review

$1,000+

$25 - $49 / hr

10 - 49

Annapolis, MD

Services provided

85% Accounting

15% Business Consulting

Focus Areas

36% Bookkeeping

29% Financial Accounting

21% Payroll Processing +1

14% Forensic Accounting

Lombardo Ayers & Company, LLC is a professional accounting services firm specializing in Tax Preparation, Bookkeeping, and Financial Reporting. Clients value their expertise in financial analysis and proactive tax strategy, appreciating their reliability and effective communication. Reviews highlight the firm’s ability to enhance financial decision-making and their accessibility, with 100% of reviewers noting their trustworthiness and strategic input.

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1 of 1 Accounting reviews are 5 stars

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Validation and Tax Preparation for Digital Agency
5.0 — Lombardo reviews and approves an internal accounting department’s work on a monthly basis. They provide financial advice, quarterly and year-end taxes, and help identify opportunities for Read more
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Industry Experience

Lombardo Ayers & Company, LLC has demonstrated expertise primarily in the IT Services sector, where they provide comprehensive accounting and tax solutions. Clients have highlighted their reliability, proactive communication, and strategic insights, particularly in tax planning and compliance. The overall sentiment suggests strong satisfaction with their ability to enhance financial decision-making. Organizations in IT Services seeking trustworthy financial oversight and strategic tax guidance would find Lombardo Ayers & Company to be a suitable partner.
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IT Services

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Average Project Cost Breakdown

What Clients Have Said
Clients of Lombardo Ayers & Company, LLC express strong satisfaction with the firm's cost-effectiveness and pricing structure. One client noted that they appreciate the flat-rate year-end tax preparation and hourly billing, which provide transparency. The overall sentiment indicates that clients find value in the expertise and reliability offered, with one remarking on the firm's proactive communication and strategic financial advice, enhancing their financial decision-making without specific areas for improvement.
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Mighty Financial

5.0 2 reviews

$5,000+

$100 - $149 / hr

10 - 49

North Attleborough, MA

Services provided

60% Accounting

20% Fractional CFO Services

10% Business Consulting +1

10% Financial Consulting

Focus Areas

30% Bookkeeping

30% Financial Accounting

30% Management Accounting +1

10% Payroll Processing

Mighty Financial is an accounting services company praised for its outstanding bookkeeping and financial reporting. Their responsiveness and expertise are consistently highlighted, with 100% of reviewers mentioning timely and professional project management. Clients appreciate the excellent value for cost, aligning well with company values and providing exceptional accounting services.

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Reviews mention Unique expertise
Clients have consistently praised Mighty Financial for their unique expertise and responsiveness. One client highlighted their 'outstanding accounting services' and noted their 'great culture fit,' while another emphasized their 'great expertise' in streamlining financial processes. The overall sentiment reflects strong confidence in Mighty Financial's ability to deliver tailored solutions, with clients appreciating their flexibility and timely communication throughout projects.

Financial Consulting & Fractional CFO Services for IT Co

5.0 May 12, 2025

Mighty Financial was very flexible in how we worked together (project, timeline, budget), and great expertise. Andy also helped me hire a full-time team member (our first finance & accounting FTE) to take over their project, very grateful for that.
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1 of 1 Accounting reviews are 5 stars

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Assisted Living Services Company
5.0 — Mighty Financial provides ongoing accounting services for an assisted living services company. Read more
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Industry Experience

Mighty Financial has demonstrated expertise in the Healthcare and Information Technology industries. In Healthcare, they provided exceptional accounting services, noted for their professionalism and responsiveness. In Information Technology, their strengths included improving financial processes and efficiency, leading to significant time and cost savings. Overall sentiment is highly positive, suggesting that they are a strong fit for clients seeking financial advisory and operational improvements, particularly in the healthcare and tech sectors.
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Healthcare Information technology

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Mighty Financial's competitive pricing and strong value for money. One review noted that the pricing 'fit our budget' and provided 'good value for cost,' while another emphasized their flexibility in project scope and budget. Overall, the sentiment is positive, with clients appreciating the balance of cost and quality of service, leading to improved operational efficiencies and successful project outcomes.
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CMP

4.5 1 review

Undisclosed

$100 - $149 / hr

10 - 49

Layton, UT

Services provided

80% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

Focus Areas

40% Bookkeeping

60% Financial Accounting

CMP, or Cook Martin Poulson, P.C., is an accounting firm specializing in Bookkeeping, Tax Preparation, and Financial Advisory services. Clients commend their expertise and effective strategies, with 100% positive feedback highlighting their outstanding service and cost-saving advice. Their professionalism and customer service are consistently praised, indicating a reliable choice for CPA and accounting services.

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0 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting & Consulting for Personal Injury Law Firm
4.5 — Cook Martin Poulson, P.C. provides ongoing tax filing and accounting services for an injury law firm. They make educated recommendations regarding taxes and manage the QuickBooks chart of Read more
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Industry Experience

Cook Martin Poulson, P.C. has demonstrated strong expertise in the legal industry, particularly in providing accounting and tax services to law firms. Client feedback highlights their proficiency in entity formation strategies, tax filing recommendations, and trust account management, resulting in significant cost savings and enhanced peace of mind for clients. Overall sentiment is highly positive, indicating that they are a valuable partner for legal practices seeking professional financial guidance.
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Legal

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend Cook Martin Poulson, P.C. for their competitive pricing and value for money. One client noted spending under $5,000 for extensive accounting support, highlighting that the strategies provided helped save money. Additionally, the complimentary initial consultation sets them apart from competitors. Overall, the feedback reflects a positive sentiment regarding the company's affordability and the quality of service received, with no significant areas for improvement identified.
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Magnolia 313 Accounting Services

5.0 1 review

Undisclosed

$200 - $300 / hr

2 - 9

San Luis Obispo, CA

Services provided

100% Accounting

Focus Areas

46% Bookkeeping

54% Financial Accounting

Magnolia 313 Accounting Services is a firm specializing in bookkeeping and tax preparation, praised for its meticulous attention to detail and effectiveness. One hundred percent of reviewers commend Carolyn's ability to streamline financial processes and provide valuable financial and tax guidance, resulting in significant time and cost savings for clients.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Preparation for Analytics Company
5.0 — Magnolia 313 Accounting Services provides bookkeeping and tax preparation services using QuickBooks. This involves reconciling business transactions each month and consulting on payroll Read more
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Industry Experience

Magnolia 313 Accounting Services has received positive industry feedback primarily in the Information Technology sector. Clients commend the firm for its expertise in bookkeeping, tax preparation, and financial guidance, particularly in utilizing QuickBooks. The overall sentiment highlights strengths in organization, responsiveness, and a proactive approach, resulting in significant cost savings and efficiency improvements. Potential clients in the IT industry can expect reliable accounting services tailored to their specific needs.
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Information technology

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients have praised Magnolia 313 Accounting Services for their exceptional value and cost-effectiveness. One client noted significant savings, stating that Carolyn identified errors that saved them tens of thousands of dollars. Additionally, clients appreciate the efficiency gained, with one remarking that tax preparation time was drastically reduced from weeks to mere signatures. Overall, the sentiment reflects a strong belief that the services provided exceed their costs, making them a worthwhile investment.
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LYFE Accounting

5.0 11 reviews

$1,000+

$50 - $99 / hr

2 - 9

Atlanta, GA

Services provided

100% Accounting

Focus Areas

30% Bookkeeping

70% Financial Accounting

LYFE Accounting is a firm specializing in bookkeeping, tax preparation, financial reporting, and financial advisory services. Clients consistently praise the personalized and knowledgeable approach, with a notable 100% of reviewers highlighting the company's professionalism and effectiveness in communication. Many commend the firm's ability to tailor solutions specific to client needs, demonstrating expertise in CPA and financial management.

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Reviews mention Receptive
Clients have expressed a highly receptive sentiment towards LYFE Accounting, particularly highlighting Krystal's hands-on approach and willingness to provide tailored solutions. One client noted, 'Krystal was patient with us and explained everything in layman’s terms,' demonstrating strong communication skills. Additionally, they appreciated her genuine interest in their success, stating, 'LYFE Accounting genuinely wanted to see us succeed.' Overall, the feedback reflects a positive experience marked by effective collaboration and support.

Accounting & Financial Advising for Local Nonprofit

5.0 Sep 20, 2019

Krystal was patient with us and explained everything in layman’s terms so that we could understand something in the moment but then also be able to replicate it. Even though she’s a busy accountant, Krystal had no problem meeting with us weekly to go over objectives, especially leading up to the program. Our communication setup was very open; I could text Krystal at any time, and she was extremely responsive.
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8 of 8 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation for Real Estate Agency
5.0 — LYFE Accounting provided accounting services for a real estate agency. Their team prepared tax returns and managed bookkeeping for a complex set of public and private deals. Read more
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Industry Experience

LYFE Accounting has demonstrated expertise across multiple industries, including real estate, hospitality & leisure, arts, entertainment & music, sports, and nonprofit sectors. Clients have praised their thoroughness, communication, and personalized service, highlighting strengths in bookkeeping, tax preparation, and financial consulting. The overall sentiment reflects high satisfaction, with notable impacts on efficiency and cost savings. This provider is particularly well-suited for clients seeking reliable accounting services in these industries.
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Real estate Hospitality & leisure Arts, entertainment & music Sports Business services Nonprofit

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Average Project Cost Breakdown

Less than $10,000 (9)

What Clients Have Said
Clients generally express satisfaction with LYFE Accounting's cost and value for money. One client noted that their upfront costs were higher than typical tax preparers, yet they found the savings from deductions justified the expense. Another client appreciated the flat monthly rate, stating it was a great value for the comprehensive services received. Overall, clients felt they received high-quality service and expertise, making the investment worthwhile.
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Rockwell Capital Group

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Glendale, CA

Services provided

100% Accounting

Focus Areas

41% Bookkeeping

30% Payroll Processing

29% Financial Accounting

Rockwell Capital Group is a reputable company providing accounting services, including bookkeeping, tax filing, and financial advisory. Their clients commend their project management skills and accessibility, with 100% of reviewers expressing satisfaction and noting their effectiveness in managing financial tasks and providing valuable advice. Their ability to foster personal relationships and transparency is frequently highlighted.

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Reviews mention Personable
Clients have highlighted Rockwell Capital Group's personable approach, emphasizing their ability to foster strong, transparent relationships. One client noted, "They’re quick and easy to get ahold of," which has enabled a more personal communication style. The sentiment is overwhelmingly positive, with feedback indicating that this personal touch has been a significant factor in enhancing the overall client experience. Overall, clients appreciate the accessibility and relationship-building efforts of the Rockwell team.

Accounting Services for Insurance Brokerage

5.0 Nov 4, 2019

Unlike other accounting firms, they’re quick and easy to get ahold of. We’ve been able to foster a close relationship, so we can communicate on a more personal level. They’re willing to speak to their customers with transparency. To be able to get a personal relationship through our business was a game-changer.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Insurance Brokerage
5.0 — In their longterm relationship with their partner, Rockwell Capital Group has handled all transactions and bookkeeping for an insurance brokerage. They also offer management advice as needed. Read more
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Industry Experience

Rockwell Capital Group has demonstrated expertise primarily in the financial services and business services industries. Clients praise their efficiency in bookkeeping, tax management, and advisory roles, notably for enhancing financial clarity and reducing tax liabilities. Overall sentiment is highly positive, highlighting their responsiveness, project management skills, and personalized service. Organizations seeking reliable accounting and financial guidance, particularly in these sectors, would find Rockwell Capital Group a suitable partner.
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Financial services Business services

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Clients have expressed positive sentiments regarding Rockwell Capital Group's cost-effectiveness and value for money. One client noted spending about $5,000 over several years for comprehensive bookkeeping and tax services, highlighting the significant relief from financial management burdens. Another client mentioned an annual investment of over $2,000, emphasizing that their low tax liabilities and overall satisfaction stem from Rockwell's expertise. Overall, the feedback indicates that clients find the services to be both affordable and impactful.
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JTC CPAs

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Boise, ID

Services provided

100% Accounting

Focus Areas

40% Bookkeeping

35% Financial Accounting

20% Forensic Accounting +1

5% Payroll Processing

JTC CPAs is a company specializing in comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. They achieved a 95% client satisfaction rate, enhancing financial accuracy by 25% and reducing tax filing errors by 30%. Reviewers consistently highlight their attention to detail, technical expertise, and client-focused approach.

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1 of 1 Bookkeeping reviews is 5 stars

1 new review for Bookkeeping in past 6 months

Less than $10,000 avg. project cost

Bookkeeping Experience

JTC CPAs has received overwhelmingly positive feedback for their bookkeeping services, with a 95% client satisfaction rate. Clients appreciate their attention to detail, efficient project management, and strong technical expertise. Key outcomes include a 25% improvement in financial accuracy and a 30% reduction in tax filing errors. Reviewers highlight the company's ability to meet deadlines, provide valuable insights, and maintain effective communication, showcasing their commitment to client needs and project success.
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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Financial Advising for Marketing Company
5.0 — JTC CPAs provided accounting and financial advisory services for a marketing company. The team handled monthly bookkeeping, tax preparation, payroll processing, and financial reporting and advisory Read more
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Industry Experience

JTC CPAs has effectively served the IT Services industry by delivering comprehensive accounting and financial management solutions, including bookkeeping, tax preparation, and payroll processing. Clients have noted a marked improvement in financial accuracy and timely reporting, alongside high satisfaction rates. Their strengths lie in organized project management, strong communication, and a client-centered approach. This suggests they are well-suited for small businesses seeking financial services, particularly in technology-driven sectors.
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with JTC CPAs' pricing, noting that their costs fit within budget constraints while delivering substantial value. One client highlighted the company's ability to improve financial accuracy by 25% and reduce tax errors by 30%, indicating a strong return on investment. Overall sentiment reflects that JTC CPAs provides excellent value for money through their organized project management and client-focused solutions, making them a commendable choice for businesses seeking reliable accounting services.
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Barney And Company

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Columbia, MD

Services provided

50% Accounting

25% Commercial Financing

25% Funding & Investment

Focus Areas

50% Bookkeeping

50% Management Accounting

Barney And Company is an accounting services firm specializing in estate planning and tax preparation. Reviews indicate a 100% satisfaction rate, with clients praising their professional, timely service and reasonable costs. Many reviewers recommend the firm for both personal and business needs, highlighting their personable approach and effective communication.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Estate Planning & Taxes for Nonprofit
5.0 — Barney And Company provided estate planning and tax services for a nonprofit. They were hired for their reasonable prices and quality results. Read more
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Industry Experience

Barney And Company has received positive feedback primarily from clients in the nonprofit sector, particularly emphasizing their expertise in estate planning and taxes. Clients appreciate their professional and timely service, alongside transparent billing practices. The overall sentiment is highly favorable, with clients noting the firm's personable approach and effective communication. This suggests that organizations in need of reliable financial and tax-related services may find Barney And Company to be a suitable partner.
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Nonprofit

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have consistently noted that Barney And Company offers reasonable pricing and excellent value for money. One reviewer highlighted the firm's cost as 'very reasonable' with an 'upfront' billing structure that avoids surprises. Overall sentiment reflects satisfaction with both the quality of service and the affordability, leading clients to recommend the company for various needs, including estate planning and taxes.
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JPG

5.0 3 reviews

$1,000+

$50 - $99 / hr

10 - 49

Houston, TX

Services provided

70% Accounting

30% Financial Advising & Planning

Focus Areas

35% Bookkeeping

35% Payroll Processing

30% Financial Accounting

JPG is a professional accounting services firm offering comprehensive solutions like bookkeeping, financial statement preparation, tax planning, and financial analysis. With reviews highlighting their exceptional project management and responsiveness, 100% of clients express satisfaction with their services, noting impressive tax savings and organized operations. Their commitment to accuracy and client satisfaction distinguishes them in the industry.

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Reviews mention Knowledgeable
Clients consistently express high satisfaction with JPG's expertise, highlighting their impressive knowledge and valuable advice. One client noted that JPG's guidance significantly improved their accounting and fiscal compliance, demonstrating the company's depth of understanding in financial matters. Overall, the sentiment regarding JPG's knowledgeable approach is overwhelmingly positive, with no suggestions for improvement mentioned.

Accounting Services for Consulting Firm

5.0 Mar 18, 2024

The knowledge and advice are impressive.
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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Branding & Product Dev Company
5.0 — JPG provides ongoing accounting services for a branding and product development company. The team is responsible for bookkeeping, tax planning, payroll processing, financial analysis, and audit Read more
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Industry Experience

JPG has garnered positive feedback in the Advertising & Marketing and Consulting industries. Clients commend their expertise in bookkeeping, payroll, and financial management, emphasizing strong project management skills and responsiveness. The sentiment is particularly favorable, with clients noting significant tax savings and timely delivery of services. Their approach aligns well with businesses seeking reliable financial services and operational support in these sectors.
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Advertising & marketing Consulting

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently commend JPG for their competitive pricing and strong value for money. One client noted that JPG's pricing fit their budget while delivering high-quality bookkeeping and financial services. Another client highlighted the company's good value for the cost, particularly in aligning with their company values. Overall, the sentiment reflects satisfaction with the balance of cost and quality, with no significant areas for improvement mentioned.
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MATAX

5.0 1 review

$5,000+

$150 - $199 / hr

2 - 9

San Francisco, CA

Services provided

50% Accounting

25% Business Consulting

15% Cloud Consulting & SI +1

10% Financial Consulting

Focus Areas

35% Bookkeeping

50% Financial Accounting

10% Payroll Processing +1

5% Management Accounting

MATAX is a company specializing in Accounting Services, including bookkeeping and financial training. Reviewers highlight their exceptional project management skills and ability to simplify complex issues, with 100% of feedback being positive. Their training services notably reduced processing time in Xero by 75%, showcasing their effectiveness and expertise in financial systems.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Xero Accounting System Training for Advertising Agency
5.0 — An ad agency hired matax to train their staff on the ins and outs of the Xeros accounting system. They launched preliminary sessions and followed through with succeeding training based on client Read more
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Industry Experience

MATAX has received positive feedback primarily in the Advertising & Marketing industry, where they demonstrated expertise in training and project management, specifically in Xero software. Clients appreciated their ability to simplify complex processes, resulting in a significant 75% reduction in processing time. Their strengths include strong communication skills and a solution-oriented approach. Overall, MATAX is well-suited for projects requiring training and process optimization within similar sectors.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed that MATAX provides excellent value for money, particularly highlighting the effectiveness of their training sessions. One client noted spending $500 for training that led to a 75% reduction in processing time, showcasing significant ROI. Their project management skills were also praised for optimizing learning efforts, with no areas for improvement identified. Overall, the sentiment reflects satisfaction with MATAX's pricing relative to the quality and impact of their services.
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MCA Accounting Solutions / MyCannabisAccountant.com

4.7 3 reviews

$5,000+

$150 - $199 / hr

10 - 49

Buford, GA

Services provided

85% Accounting

10% Finance & Accounting Outsourcing (FAO)

5% Financial Advising & Planning

Focus Areas

40% Bookkeeping

40% Financial Accounting

10% Financial Audit +2

5% Forensic Accounting

5% Payroll Processing

MCA Accounting Solutions / MyCannabisAccountant.com is an accounting firm that specializes in CPA services, tax preparation, and financial advisory, particularly for clients in the cannabis industry. Approximately 100% of reviews indicate strong project management and responsiveness, with clients commending their industry expertise and personalized approach. Some clients suggest improvements in marketing and timeliness, but overall satisfaction is high.

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1 of 3 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Cannabis Investment Company
5.0 — MCA Accounting Solution / MyCannabisAccountant.com provides accounting services for a Cannabis brand portfolio. They also organize the firm’s tax documentation and help them register the business Read more
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Industry Experience

MCA Accounting Solutions / MyCannabisAccountant.com has demonstrated strong expertise in financial services, real estate, and cannabis-related business services. Feedback highlights their responsiveness, thoroughness, and industry knowledge, particularly in navigating complex tax laws for cannabis operations. Clients appreciate their personal approach and effective project management. Overall sentiment is positive, suggesting strong suitability for businesses in financial services and cannabis sectors, while also showing capability in real estate.
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Financial services Real estate Business services

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Average Project Cost Breakdown

Less than $10,000 (2) $50,000 to $199,999 (1)

What Clients Have Said
Clients generally perceive MCA Accounting Solutions as offering good value for money, particularly for those in the cannabis sector. One client noted an investment of $750 for ongoing support and found their responsiveness and accessibility commendable. Conversely, another client, spending over $100,000, emphasized the importance of their services for substantial incomes, suggesting they may be less suitable for lower earners. Overall, feedback highlights a strong return on investment through personalized service and industry expertise.
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Atlanta, Georgia (1) Oakland, California (1) Eagle Point, Oregon (1)

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Burton & Co., CPAs

5.0 1 review

Undisclosed

$150 - $199 / hr

10 - 49

New York, NY

Services provided

80% Accounting

20% Business Consulting

Focus Areas

30% Bookkeeping

45% Financial Accounting

25% Payroll Processing

Burton & Co., CPAs is a comprehensive accounting services firm offering bookkeeping, financial reporting, tax preparation, and outsourced CFO services. The firm is highly praised for its technological fluency, excellent communication, and ability to simplify complex financial concepts, with 100% of the feedback highlighting their attention to detail and client dedication.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & CFO Services for SEO Agency
5.0 — An SEO firm hired Burton & Co., CPAs to file their tax returns. They then took over all bookkeeping. The role morphed into becoming an external CFO, helping build financial forecasts, plan Read more
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Industry Experience

Burton & Co., CPAs has received positive feedback particularly from the IT Services sector, exemplified by their work with an SEO agency. Clients praise their technological fluency, attention to detail, and ability to simplify complex financial issues. Their strengths include effective bookkeeping, tax strategy, and financial modeling, significantly impacting cash flow and financial planning. Overall sentiment in the IT Services industry is highly favorable, making them a strong fit for businesses seeking comprehensive financial and advisory services.
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IT Services

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Burton & Co., CPAs as a cost-effective solution that delivers significant value. One CEO noted their ability to simplify complex financial scenarios while providing comprehensive services that extend beyond basic accounting. The firm's support led to substantial cost savings, such as optimizing payment processes projected to save $50,000 annually. Overall, clients feel that the firm offers a high return on investment through attentive service and strategic financial management.
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HK Associates, Certified Public Accountants

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Simi Valley, CA

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Focus Areas

33% Bookkeeping

34% Payroll Processing

33% Financial Accounting

HK Associates, Certified Public Accountants, is an accounting firm specializing in tax preparation, bookkeeping, and financial advisory services. They are highly regarded for their expertise in navigating complex tax situations, with 100% of reviewers highlighting their impressive communication and problem-solving skills. Clients appreciate their ability to amend past tax errors and maintain transparent communication throughout.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Prep for Retail Company
5.0 — HK Associates, Certified Public provides tax preparation services. The team helps an online store file their taxes and manage their books. Their services are ongoing. Read more
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Industry Experience

HK Associates, Certified Public Accountants, demonstrates strong expertise in the retail industry, particularly in e-commerce tax challenges related to Amazon. Clients appreciate their clear communication, professionalism, and ability to rectify previous tax issues, resulting in positive financial outcomes. Their strengths lie in tax preparation and bookkeeping education. Overall, sentiment among retail clients is highly favorable, making them a commendable choice for businesses seeking reliable CPA services in this sector.
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Retail

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with HK Associates' pricing and overall value. One review highlighted that the firm was the most transparent and friendly regarding pricing among several CPAs contacted. The client noted an investment of approximately $2,000, which resulted in successful tax filings and amendments that led to a refund. Overall sentiment indicates that clients find the services provided to be worth the cost, emphasizing effective communication and expertise.
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Sonnenburg Consulting

5.0 1 review

Undisclosed

$50 - $99 / hr

2 - 9

South Jordan, UT

Services provided

50% Accounting

25% Business Consulting

25% Finance & Accounting Outsourcing (FAO)

Focus Areas

50% Bookkeeping

50% Financial Accounting

Sonnenburg Consulting is a financial and business advisory firm that excels in assisting clients with finance, accounting, and payroll needs. The reviews highlight Annette S.'s impressive insight and effective communication, with 100% positive feedback regarding successful client outcomes and efficient resolution of concerns. The company is lauded for providing cost-effective solutions and demonstrating a deep understanding of business and finance needs.

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Industry Experience

Sonnenburg Consulting has received positive feedback primarily from the legal industry, where they have excelled in advising businesses on legal and financial matters. Clients commend their expertise in addressing complex business challenges and streamlining financial processes. Notable strengths include effective communication and a thorough understanding of client needs, leading to successful outcomes. Overall sentiment in the legal sector reflects a strong endorsement of their capabilities, making them a suitable choice for related projects.
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Legal

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Sonnenburg Consulting is recognized for providing cost-effective solutions, as noted by clients who appreciate the value for money they receive. One client highlighted Annette S.'s ability to deliver insightful and efficient resolutions, emphasizing her effective communication and understanding of financial needs. Overall, clients express satisfaction with the pricing relative to the quality of service, indicating a strong alignment of cost and value in their offerings.
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Catalano, Caboor & Co.

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Lombard, IL

Services provided

75% Accounting

25% Business Consulting

Focus Areas

11% Bookkeeping

67% Financial Accounting

11% Forensic Accounting +1

11% Payroll Processing

Catalano, Caboor & Co. is an accounting firm offering comprehensive services including bookkeeping, tax preparation, financial advisory, and business auditing. Reviews highlight their exceptional client care, with 100% positive feedback emphasizing their ability to deliver substantial tax savings and financial insights. Clients appreciate their hands-on approach and dedication, often describing them as integral to their business success.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Web Design Agency
5.0 — Catalano, Caboor & Co. manages the accounting needs of a creative and marketing agency. They are responsible for payroll, annual tax filing, bookkeeping, financial planning, and other tasks. Read more
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Industry Experience

Catalano, Caboor & Co. has received positive feedback primarily from clients in the IT Services and creative industries. Their strengths lie in comprehensive accounting support, including payroll, tax filing, and bookkeeping, with a notable impact on tax savings and financial planning. Clients emphasize the firm's hands-on approach, personalized care, and ability to provide valuable insights that enhance financial soundness. Overall, the sentiment is highly favorable, indicating a strong fit for businesses seeking dedicated and effective accounting solutions.
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IT Services

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients of Catalano, Caboor & Co. consistently express satisfaction with the firm's pricing and value for money. One client noted significant tax savings and deductions that previous firms overlooked, stating that the cost of their services effectively pays for itself. The overall sentiment reflects a belief that the firm's hands-on approach and dedication to client success provide exceptional value, making them a trusted partner in financial management.
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Allen Street Consulting

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Buffalo, NY

Services provided

80% Accounting

20% Business Consulting

Focus Areas

33% Bookkeeping

34% Payroll Processing

33% Financial Accounting

Allen Street Consulting is an accounting services firm that specializes in bookkeeping, financial reporting, and tax preparation. According to client reviews, 100% of the feedback is positive, highlighting their expertise in managing IRS audits and their ability to significantly enhance business revenue. Clients appreciate their hands-on approach and the personalized support they provide to small businesses.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Landscaping Business
5.0 — Allen Street Consulting managed an IRS audit and determined the amount owed to comply with regulations for a landscaping company. They provide accounting services including distributing accounts Read more
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Industry Experience

Allen Street Consulting has demonstrated significant expertise in the landscape and service industries, particularly in assisting small businesses with accounting and tax compliance. Clients have reported a strong positive impact, achieving notable revenue growth and improved financial management. The firm is recognized for its hands-on approach, effective communication, and personalized service, making it a suitable choice for businesses seeking robust financial guidance and operational support.
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Other Industry

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients have expressed a positive sentiment regarding Allen Street Consulting's cost-effectiveness, noting monthly investments between $200 and $400. One client highlighted a significant revenue growth of $200,000 over five years, attributing this success to the firm's guidance and hands-on support. The value for money is emphasized by the sustained relationship with the firm, suggesting satisfaction with both the services rendered and the overall investment. Overall, clients find their pricing reasonable for the quality of service provided.
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Braj Aggarwal, CPA, P.C.

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Jackson Heights, NY

Services provided

80% Accounting

10% Finance & Accounting Outsourcing (FAO)

10% Financial Advising & Planning

Focus Areas

30% Bookkeeping

30% Financial Audit

20% Payroll Processing +3

10% Financial Accounting

5% Forensic Accounting

5% Management Accounting

Braj Aggarwal, CPA, P.C. is a reputable accounting firm specializing in Accounting Services, Financial Auditing, and Financial Statement Preparation. The firm receives high praise from clients, with 100% of reviews noting their timely and effective services. Clients commend their full-suite offerings and personalized communication, which are often compared favorably to larger firms.

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Reviews mention High-quality work
Clients consistently praise Braj Aggarwal, CPA, P.C. for delivering high-quality work that exceeds expectations. One reviewer noted the firm's 'excellent, full-suite accounting services' and emphasized their timely and effective support. The presence of dedicated account managers further enhances the client experience, ensuring efficient communication. Overall, the sentiment reflects strong satisfaction with the quality and reliability of the services provided.

Accounting Services for Technology Company

5.0 Feb 25, 2022

Braj Aggarwal, CPA, P.C.'s services exceeded expectations. They have dedicated account managers with support staff that provided timely and effective services. Excellent, full-suite accounting services provided in a timely manner.
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2 of 2 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Technology Company
5.0 — Braj Aggarwal, CPA, P.C has provided accounting services for a technology company. Read more
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Industry Experience

Braj Aggarwal, CPA, P.C. demonstrates strong expertise in the IT Services and Manufacturing sectors. Clients in IT praised their full-suite accounting services and effective communication, highlighting timely support and exceeding expectations. In Manufacturing, their auditing capabilities were noted for compliance with standards and efficient processes, facilitating smooth audits. Overall, client sentiment is positive, particularly in the technology and manufacturing industries, making them a suitable choice for firms seeking responsive and knowledgeable accounting and auditing services.
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IT Services Manufacturing

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Average Project Cost Breakdown

What Clients Have Said
Clients express a positive sentiment regarding the cost and value for money offered by Braj Aggarwal, CPA, P.C. One client noted their investment ranged from $50,000 to $200,000, and described the service as exceeding expectations, emphasizing the firm's timely and effective delivery. Another reviewer highlighted the firm's full-suite accounting services as excellent, indicating a perception of high value relative to cost. Overall, feedback suggests that clients find the firm’s pricing appropriate given the quality of service provided.
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BEAN COUNTER

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Palm Springs, CA

Services provided

50% Accounting

50% Financial Advising & Planning

Focus Areas

35% Bookkeeping

35% Payroll Processing

30% Financial Accounting

BEAN COUNTER is an accounting services company specializing in bookkeeping, tax preparation, and financial advisory. Their clients praise their communicative approach and consistent on-time delivery of tax documents, with 100% of reviewers highlighting cost reduction and fair pricing. Some suggest expanding their staff to further enhance service delivery.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for International Trade & Dev Company
5.0 — An international trade and development company hired Bean Counter Bookkeeping LLC to provide accounting services. They manage the clients bookkeeping tasks regarding California's and federal's Read more
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Industry Experience

Bean Counter Bookkeeping LLC has demonstrated expertise primarily in the international trade and development sector, with notable strengths in accounting for the cannabis industry, inheritance, and federal tax laws. Clients commend their effective communication, commitment to cost reduction, and timely project management. Overall sentiment is positive, highlighting reliability and a client-centric approach, making them an ideal fit for businesses in need of specialized accounting services in these sectors.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express a high level of satisfaction with Bean Counter Bookkeeping LLC's pricing, describing it as fair and indicative of the value received. One client noted their ability to reduce costs while maintaining quality service, stating, 'They have our best interests at heart.' Additionally, the ongoing relationship since 2017 highlights a strong perceived value for money, further supported by their excellent project management and communication skills.
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CliftonLarsonAllen

4.8 2 reviews

$1,000+

$100 - $149 / hr

1,000 - 9,999

Arlington, VA

Services provided

100% Accounting

Focus Areas

43% Bookkeeping

57% Financial Accounting

CliftonLarsonAllen is a professional firm specializing in CPA-reviewed financial statements, financial advisory, and accounting services. Reviewers commend their thorough and accurate financial reporting and the structured safeguards they implement. Additionally, 100% of the feedback highlights their knowledgeable CPAs providing valuable guidance on tax preparation and financial issues.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Charity
4.5 — A charity partners with CliftonLarsonAllen to completely manage their accounting department. Read more
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Industry Experience

CliftonLarsonAllen (CLA) has demonstrated expertise in the telecommunications industry, providing financial statement reviews and compliance support. Clients commend their thoroughness, accuracy, and strong communication, which enhances financial security and operational growth. The overall sentiment is positive, highlighting CLA's strengths in guiding financial matters and implementing effective controls, making them well-suited for businesses needing robust accounting services in telecommunications and related sectors.
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Telecommunications

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients generally perceive CliftonLarsonAllen's services as offering good value for money, particularly due to their thorough and accurate financial statements. One client noted an investment of approximately $30,000 annually, citing significant improvements in financial safeguards and business operations. Overall sentiment reflects satisfaction with the cost relative to the quality of service, although there are suggestions for enhanced expertise in specific accounting software.
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Sage Finance

5.0 2 reviews

Undisclosed

$50 - $99 / hr

50 - 249

San Francisco, CA

Services provided

30% Accounting

30% Finance & Accounting Outsourcing (FAO)

20% Financial Advising & Planning +1

20% Financial Consulting

Focus Areas

100% Bookkeeping

Sage Finance is an accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and payroll management. They received positive feedback for their efficient and accurate financial operations, with 100% of reviewers praising their timely tax compliance and financial insights. Clients appreciate their exceptional support, seamless communication, and ability to optimize tax strategies, enabling businesses to focus on growth.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Tax Prep for Smart Emergency Support Co
5.0 — Sage Finance provided accounting services for a smart emergency support company. The team provided bookkeeping, financial reporting, tax preparation, compliance, and accounting support. Read more
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Industry Experience

Sage Finance has received positive feedback primarily from the IT Services industry, particularly focusing on digital marketing and IT support for restaurants and SMBs. Clients praised their expertise in accounting, tax preparation, and payroll processing, noting improved financial accuracy and timely compliance. Their strengths lie in delivering efficient financial operations, proactive communication, and valuable insights. Overall, the sentiment is highly favorable, making them a strong fit for companies seeking reliable financial services in the IT and digital marketing sectors.
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IT Services

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Average Project Cost Breakdown

What Clients Have Said
Clients have noted that Sage Finance offers competitive pricing, making their services budget-friendly. One client specifically mentioned that the pricing fit their budget, which contributed to their decision to hire the company. Overall, the sentiment is positive, with clients appreciating the value for money in terms of comprehensive accounting services and proactive support, resulting in improved financial accuracy and timely compliance.
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YHB CPAs & Consultants

5.0 1 review

$1,000+

$200 - $300 / hr

50 - 249

Winchester, VA

Services provided

90% Accounting

10% Finance & Accounting Outsourcing (FAO)

Focus Areas

17% Bookkeeping

67% Financial Accounting

16% Forensic Accounting

YHB CPAs & Consultants is a professional accounting services firm specializing in tax preparation, financial reporting, and business auditing. The overall feedback is highly positive, with clients praising their accuracy, timeliness, and clear communication. Notably, 100% of the reviewers expressed satisfaction with their services, citing no mistakes in tax filings and proactive updates on tax law changes.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Filing for Online Lead Generation Business
5.0 — YHB CPAs & Consultants (formerly Murray, Jonson, White & Associates) handles annual tax filings involving three total LLCs, and otherwise fairly straightforward scenarios like payroll Read more
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Industry Experience

YHB CPAs & Consultants have demonstrated expertise primarily in the Advertising & Marketing industry, with consistent positive feedback highlighting their reliability and accuracy in handling complex tax scenarios across multiple LLCs. Clients appreciate their proactive communication regarding tax law changes and timely service, which contributes positively to financial planning. Overall, the sentiment in this industry is highly favorable, suggesting they are a strong candidate for marketing firms seeking dependable accounting solutions.
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Advertising & marketing

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients have praised YHB CPAs & Consultants for their fair pricing and high value for money, noting a long-standing relationship and minimal billing due to efficient processes. One client highlighted that their annual billing structure is reasonable, as the firm has consistently delivered accurate services without errors over 15 years. Overall sentiment reflects satisfaction with the cost-effectiveness of their services, as they provide timely updates on tax law changes and maintain a proactive approach to tax planning.
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Norman Professional Services

5.0 4 reviews

$5,000+

$200 - $300 / hr

2 - 9

Oak Park, IL

Services provided

40% Accounting

60% Financial Consulting

Focus Areas

30% Bookkeeping

30% Financial Accounting

30% Management Accounting +1

10% Payroll Processing

Norman Professional Services is a highly-regarded accounting firm offering comprehensive services, including bookkeeping, financial statement preparation, and strategic financial advisory. Across the reviews, 100% of clients highlight their professionalism, transparency, and efficient project management, with notable improvements in cash flow and financial confidence. Their seamless integration and strategic guidance are especially praised, enhancing book-to-audit processes and financial decision-making.

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Reviews mention Great team
Clients consistently praise Norman Professional Services for their professionalism, responsiveness, and collaborative approach. One client noted the team’s seamless execution of cloud migration with no downtime, while another highlighted their proactive suggestions for operational improvements. The overall sentiment reflects a strong appreciation for the team's ability to enhance cash flow management and deliver high-quality results, making them a trusted partner for bookkeeping and strategic services.

Bookkeeping for Consulting & Training Co

5.0 Feb 27, 2024

Norman Professional Services’ team is transparent, strives for accuracy, and sets the right project expectations. In addition, they deliver on time, within budget, and communicate well with us via Zoom and Microsoft Teams. Their whole team is very professional, responsive, and collaborative.
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3 of 3 Bookkeeping reviews are 5 stars

$10,000 – $49,000 avg. project cost

Bookkeeping Experience

Norman Professional Services has received overwhelmingly positive feedback in their bookkeeping services, with clients highlighting a 100% satisfaction rate. Reviews emphasize their expertise in financial reporting and cash flow management, resulting in a 20% increase in cash on hand and a 15% improvement in payment speed for clients. Their responsive and professional team maintains clear communication and timely delivery of services. Clients particularly appreciate their integrity and the ability to simplify financial processes, making decision-making more confident.
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4 of 4 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping for Consulting & Training Co
5.0 — A consulting and training company has hired Norman Professional Services for accounting services. Using QuickBooks, the team handles financial forecasting, cash flow analysis, and account Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (2) $50,000 to $199,999 (2)

What Clients Have Said
Clients of Norman Professional Services consistently express satisfaction with the company's pricing and overall value for money. One client noted a significant investment of $170,000–$200,000, highlighting the firm's ability to enhance cash flow and operational efficiency. Another client emphasized the 'good value for cost' and praised the improvements in their bookkeeping system, which saved staff time. Overall, the sentiment reflects confidence in the firm's ability to deliver quality services that justify their pricing.
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Wolf & Company

Not yet reviewed

$1,000+

$100 - $149 / hr

250 - 999

Boston, MA

Services provided

100% Accounting

Focus Areas

43% Bookkeeping

57% Financial Accounting

Wolf & Company is an Accounting company. They are headquartered in Boston, Massachusetts and Springfield, Massachusetts and have midsize team. They provide Accounting.
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Yggdrasil Financial LLC

5.0 1 review

$1,000+

$50 - $99 / hr

2 - 9

Miami, FL

Services provided

100% Accounting

Focus Areas

33% Bookkeeping

34% Payroll Processing

33% Financial Accounting

Yggdrasil Financial LLC is an accounting services firm that excels in various aspects of financial management, including bookkeeping, financial reporting, and cash flow analysis. All reviews reflect positive feedback, highlighting the firm's flexibility, deep industry knowledge, and the remarkable education of its principal. Clients appreciate the significant improvements in financial management and the customized solutions provided.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Services for Recruiting & Staffing Consultancy
5.0 — Yggdrasil Financial LLC provides bookkeeping and financial management services. They’ve cleaned up books, established QuickBooks invoicing, created a cash flow forecast model, and margin Read more
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Industry Experience

Yggdrasil Financial LLC has received positive feedback from clients in the Chemicals & Biotechnology sector, showcasing their expertise in financial management, including cash flow forecasting, accounting, and bookkeeping. Clients commend their deep knowledge, flexibility, and significant impact on financial control and organization. Overall sentiment reflects strong satisfaction with Yggdrasil's ability to tailor solutions to specific needs, making them well-suited for businesses looking for comprehensive financial support within this industry.
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Chemicals & Biotechnology

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have reported that Yggdrasil Financial LLC offers exceptional value for money, particularly highlighting the firm's flexibility and deep expertise in financial management. One client noted an investment of approximately $7,500 led to substantial improvements in financial control and management, describing the collaboration as transformative. Overall, feedback emphasizes that the quality of service provided justifies the cost, with no areas for improvement identified in their offerings.
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BookkeeperLive

5.0 3 reviews

$1,000+

Undisclosed

10 - 49

Dallas, TX

Services provided

50% Accounting

20% Back Office Outsourcing

20% Finance & Accounting Outsourcing (FAO) +1

10% Tax Law

Focus Areas

30% Bookkeeping

25% Financial Accounting

20% Payroll Processing +2

15% Financial Audit

10% Management Accounting

BookkeeperLive is a company specializing in accounting services, including bookkeeping and financial statement preparation. Based on the reviews, 100% of the feedback is positive, highlighting their timely processing of invoices and exceptional responsiveness. Clients appreciate their capability to efficiently manage accounts payable across different time zones.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounts Payable Services for Printing Company
5.0 — BookkeeperLive provides accounts payable services for a printing company. The team has processed invoices and managed communications. Read more
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Industry Experience

BookkeeperLive has demonstrated expertise primarily in the Advertising & Marketing and Print Services industries, providing valuable services such as bookkeeping, tax preparation, and investment consulting. Clients commend their timely delivery, responsiveness, and strong communication skills. Overall sentiment in these industries is highly positive, highlighting the company's ability to align with client goals and add significant value through their comprehensive support and strategic insights.
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Advertising & marketing Other industries

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients consistently highlight BookkeeperLive's competitive pricing and strong value for money. One client noted that their selection was influenced by the company's 'good value for cost' and 'pricing fit our budget.' Another client echoed this sentiment, emphasizing BookkeeperLive's ability to deliver timely services while maintaining affordability. Overall, the feedback reflects a positive sentiment regarding the company's cost-effectiveness and alignment with client expectations.
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Icon Real Estate Services, Inc

4.9 5 reviews

Undisclosed

Undisclosed

10 - 49

Bellevue, WA

Services provided

20% Accounting

50% Commercial Property Management

20% Commercial Brokerage Services +1

10% Building Security Services

Focus Areas

50% Bookkeeping

50% Financial Accounting

Icon Real Estate Services, Inc is a comprehensive property management company. Across multiple reviews, clients consistently highlight their effective communication, professionalism, and industry expertise. With 100% of reviewers expressing satisfaction, Icon has demonstrated exceptional project management skills and a positive impact on property profitability and value, making them a recommended choice for property management solutions.

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Reviews mention Puts the customer first
Clients consistently highlight Icon Real Estate Services, Inc.'s commitment to customer-centric service. One client noted that President Jeremiah's proactive communication during the lockdown exemplified their client-first approach. They praised his ability to source dedicated on-site managers who treat properties as their own, enhancing tenant relations and operational efficiency. Overall, feedback reflects a strong sentiment of trust and satisfaction, with clients feeling well-supported and confident in their property management decisions.

Property Management Service for Rental Units

5.0 Apr 29, 2020

He’s a composite of all things excellent in property management. He just does his job right and is capable, sincere, and devoted to his clients. Some of my friends who own properties have switched over to him, and they say the same things. He ekes out the best possible situation in hard times. He’s helped me sleep better at night. If there’s anything awry, we bring it up and deal with it.
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Industry Experience

Icon Real Estate Services, Inc specializes in property management within the real estate industry, demonstrating expertise across various segments including apartment buildings and property holdings. Reviews consistently highlight their strengths in communication, project management, and tenant relations, contributing to increased profitability and property value. Overall sentiment is highly positive, indicating they are a strong fit for clients seeking dedicated, hands-on management solutions in real estate.
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Real estate

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Average Project Cost Breakdown

$50,000 to $199,999 (2) $200,000 to $999,999 (1) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients of Icon Real Estate Services, Inc. consistently express satisfaction with the company's cost-effectiveness and value for money. One client noted a significant increase in profits attributed to their 4% income fee, indicating a solid return on investment. Another praised the firm's competitive pricing for quality management services, stating they are "leagues above" other companies. Overall, the sentiment reflects that the firm delivers exceptional service relative to their costs, ensuring clients feel their investments are well-managed.
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San Francisco, California (1) Reno, Nevada (1) Sammamish, Washington (1) Seattle, Washington (1)

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RTA Group, LLC

5.0 1 review

$1,000+

$25 - $49 / hr

10 - 49

Roseville, CA

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

Focus Areas

20% Bookkeeping

45% Financial Accounting

20% Payroll Processing +2

10% Management Accounting

5% Financial Audit

RTA Group, LLC is a professional Accounting Services firm offering CFO, bookkeeping, and financial analysis solutions. Clients praise their effective financial forecasting and personalized service, with 100% of reviews highlighting their commitment to client success and sincere approach to business relationships. Their flexible billing structure and proactive financial guidance are particularly valued, making them a reliable partner for business growth.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Finance & Accounting Outsourcing for Solution Provider
5.0 — RTA Group, LLC was hired by a software solution provider for their accounting services. Key deliverables include financial forecasts and product budgeting for profit and growth increase purposes. Read more
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Industry Experience

RTA Group, LLC has demonstrated expertise primarily in the IT Services and education sectors, particularly K12 communications. Clients commend their strong forecasting capabilities, professionalism, and effective communication, noting significant improvements in financial management and growth strategies. The overall sentiment reflects satisfaction with RTA's responsiveness and tailored solutions, making them a suitable partner for organizations seeking financial expertise within similar industries.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised RTA Group, LLC for their cost-effective solutions, particularly valuing the project-based billing structure that eliminates concerns over time waste. One client highlighted the affordability of part-time financial services, which allowed them to access essential expertise without full-time costs. Overall, the sentiment reflects high satisfaction with the value received relative to pricing, as clients appreciate tailored services that align with their budgetary constraints.
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Van Beek & Co, LLC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Tigard, OR

Services provided

100% Accounting

Focus Areas

50% Bookkeeping

50% Financial Accounting

Van Beek & Co, LLC specializes in Accounting Services, offering creative solutions in bookkeeping and tax preparation. With 100% positive feedback, clients appreciate their timely project management and innovative tax planning strategies. Their cost-effective approach and personalized service make them a preferred choice over larger, impersonal firms.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Bookkeeping Services for Digital Product Agency
5.0 — Van Beek & Co, LLC actively handles quarterly and year-end tax planning for a digital product agency. They manage their partner company’s bookkeeping throughout the year and continue to Read more
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Industry Experience

Van Beek & Co, LLC has demonstrated expertise primarily in the IT Services sector, garnering positive feedback for their creative and proactive approach to tax planning. Clients appreciate their personalized service and competitive pricing, noting effective communication and timely deliverables. The overall sentiment reflects strong client satisfaction, indicating that businesses in the IT Services industry seeking innovative tax solutions would find Van Beek & Co, LLC to be a suitable partner.
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IT Services

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients have praised Van Beek & Co, LLC for their competitive pricing and excellent value for money, noting that they spent under $25,000 over four years while receiving personalized and insightful tax planning services. One client highlighted the firm's creativity in tax strategies, which exceeded expectations compared to previous providers. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of service provided.
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Liv Data LLC

5.0 2 reviews

$25,000+

$300+ / hr

2 - 9

New York, NY

Services provided

20% Accounting

20% Finance & Accounting Outsourcing (FAO)

20% Financial Advising & Planning +2

20% Financial Consulting

20% Fractional CFO Services

Focus Areas

100% Bookkeeping

Liv Data LLC is a strategic financial consulting firm that specializes in AI-powered finance automation and outsourced CFO support. With 100% positive feedback, clients praise their deep industry knowledge, disciplined project management, and impressive problem-solving capabilities. Liv Data LLC consistently delivers valuable operational improvements and aligns well with client company cultures.

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Reviews mention Knowledgeable
Clients have consistently highlighted Liv Data LLC's extensive knowledge in finance and accounting operations, noting their impressive application of finance-specific AI solutions. One client remarked on their 'F&A practice application knowledge' and 'consulting approach,' indicating a strong grasp of real-world finance workflows. Overall sentiment is highly positive, with no areas for improvement identified, underscoring Liv Data LLC's expertise and capability in delivering tailored AI solutions.

AI Consulting for Finance Automation Platform

5.0 Mar 5, 2026

The company's F&A practice application knowledge is particularly impressive. Their consulting approach and ability for problem solving stand out as unique attributes. This demonstrates a strong foundation in their field, making them well-suited for finance-related projects.
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2 of 2 reviews are 5 stars

Unknown avg. project cost

Reviewed 2 times in the past 6 months
In the past six months, Liv Data LLC has received positive feedback for their consulting and financial management services. Clients highlighted their quick response times and deep understanding of industry-specific challenges. One client noted significant operational improvements leading to enhanced gross margins and EBITDA. Another praised their advisory capabilities, indicating successful go-to-market strategies for AI-powered finance automation. Overall, clients reported satisfaction with Liv Data LLC's disciplined project management and alignment with company values, with no significant areas for improvement identified.
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1 of 1 Bookkeeping reviews is 5 stars

1 new review for Bookkeeping in past 6 months

Unknown avg. project cost

Bookkeeping Experience

Liv Data LLC has received overwhelmingly positive feedback for their bookkeeping services, with 100% of reviewers noting significant improvements in operational efficiency and financial performance. Clients appreciate the team's expertise in financial reporting and strategic analysis, often mentioning their disciplined project management and strong cultural fit. Notably, the impact on gross margin and EBITDA enhancements has been highlighted as a key strength, reflecting the firm's ability to understand and cater to specific business needs.
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Industry Experience

Liv Data LLC has garnered positive feedback in the Financial Services and Information Technology sectors. In Financial Services, they excelled in providing tailored CFO support that improved operational efficiency and profitability. Their expertise was particularly valued for compliance and risk management. In Information Technology, they effectively guided AI product development for finance automation, enhancing operational workflows and go-to-market strategies. Overall, their strengths lie in strategic financial analysis and technology consulting, making them an excellent fit for clients in both industries.
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Information technology Financial services

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Peterson Whitaker & Bjork, LLC

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Plymouth, MN

Services provided

70% Accounting

15% Business Consulting

15% Finance & Accounting Outsourcing (FAO)

Focus Areas

40% Bookkeeping

40% Financial Accounting

20% Forensic Accounting

Peterson Whitaker & Bjork, LLC is a CPA firm specializing in tax preparation and accounting services, with a focus on providing strategic financial advisory and tax filing support. Reviews highlight their strong communication and independence, offering peace of mind, with 100% of reviewers expressing satisfaction with their strategic partnership approach. However, some suggest improvement in communication regarding response times.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Entity Formation for Management Consultancy
5.0 — Peterson Whitaker & Bjork provides tax accounting services to a management consultancy. They’ve also advised on strategic planning. Read more
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Industry Experience

Peterson Whitaker & Bjork, LLC has received positive feedback primarily from clients in the consulting industry. Their expertise in tax accounting and business setup has been particularly praised, with clients noting their strategic partnership and proactive support. Overall, they are viewed as a reliable resource, though there is room for improvement in communication regarding response times. Their strengths lie in providing tailored financial advice and fostering long-term client relationships.
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Consulting

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Average Project Cost Breakdown

What Clients Have Said
Clients perceive Peterson Whitaker & Bjork, LLC as offering strong value for money, particularly noting their willingness to engage in discussions without charging for every meeting. One client highlighted an investment of $1,500–$3,000, emphasizing the peace of mind gained from their services. Overall, the sentiment reflects satisfaction with the cost relative to the quality of service, though some clients suggested improvements in communication regarding response times.
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