Top Bookkeepers in the United States
Accurate books power smarter decisions. From New York’s finance corridors and Austin’s startup scene to the manufacturing belt in the Midwest, bookkeepers in the United States help companies stay compliant, investor-ready, and cash‑flow aware. On Clutch, you can compare US bookkeeping partners by verified client reviews, industry expertise, tech stack (QuickBooks, Xero, NetSuite), and pricing models.
Our vetting process evaluates service focus, case studies, and operational rigor so you can filter confidently by budget, location, industry, and certifications (e.g., CPA oversight, QuickBooks ProAdvisor). Whether you’re an eCommerce brand managing multi-state sales tax, a healthcare provider with strict compliance needs, or a SaaS company scaling revenue recognition, use Clutch to find the right fit fast. Explore related directories to narrow your search:
• Bookkeeping Companies in Los Angeles
• Bookkeeping Companies in New York City
15 Leaders 15 Contenders
8,721 Companies
List of the Top United States Bookkeeping Services
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Undisclosed$200 - $300 / hr10 - 49Serves United StatesServices provided
85% Accounting15% Tax LawFocus Areas
30% Bookkeeping25% Financial Accounting25% Payroll Processing +215% Financial Audit5% Forensic AccountingSee all 37 projectsGeorge Dimov, CPA is a comprehensive accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. With a strong focus on timely delivery and problem-solving, 100% of reviewers commend their effective communication and professionalism. While a small percentage note communication could improve, clients overwhelmingly appreciate their proactive and detailed approach to complex financial needs.
Reviews mention Detail-oriented
Clients have consistently praised George Dimov, CPA for their attention to detail, highlighting the thoroughness with which taxes were prepared and filed. One client noted the 'strong communication' and 'great workflow,' emphasizing their appreciation for the meticulous approach taken throughout the engagement. The overall sentiment reflects a high level of satisfaction, with no reported areas for improvement, underscoring the firm's commitment to detail-oriented service.-
Tax Services for Corporation
5.0 May 6, 2020Workflow was great. Communication strong and I appreciated their attention to detail. The willingness to put in the hours necessary to get the job done. No complaint, no pushback, and I really appreciated that.
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4 of 4 Bookkeeping reviews are 5 stars$10,000 – $49,000 avg. project costBookkeeping Experience
George Dimov, CPA has received predominantly positive feedback for their bookkeeping services, with 100% of reviewers expressing satisfaction. Clients commend their expertise, responsiveness, and ability to deliver accurate financial management. Key strengths highlighted include the successful cleanup of accounting systems, timely tax filings, and proactive tax strategy development. Notably, 75% of clients mentioned their impressive communication skills and timely responses, while 100% recognized their strong value for cost. Areas for improvement were minimal, with clients suggesting enhanced automation in reminders.
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More responsive than most other service providers
Get in TouchGeorge Dimov, CPA is responsive
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
100% AccountingFocus Areas
43% Bookkeeping57% Financial AccountingSee all 2 projectsSFBay Financial is a professional accounting services firm offering a range of solutions including bookkeeping, tax preparation, and financial advisory services. Client reviews consistently highlight their efficient, solution-oriented approach and strong support, particularly praising their staff, with 100% of reviewers expressing satisfaction and noting their expertise in navigating complex financial scenarios such as PPP loans and unique tax circumstances.
Reviews mention Efficient
Clients have consistently praised SFBay Financial for their efficiency in handling ongoing accounting services. One client highlighted the ease of setup and the swift resolution of issues, stating, 'Everything is very easy' and commending their quick follow-up with solutions. Another review noted the outstanding performance of their primary contact, Sarah, describing her as 'easy to work with' and 'efficient.' Overall, the sentiment surrounding their efficiency is highly positive, reflecting a strong capability to meet client needs promptly.-
Accounting Services for Non-Profit Organization
5.0 Aug 3, 2021I have been very impressed by the Staff. Sarah was assigned to our company a few years ago and has been outstanding. Easy to work with, solution approach, and efficient. They have done everything I need at a price that work for my small business.
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2 of 2 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting 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 moreWas this helpful?
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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$10,000+$200 - $300 / hr2 - 9Miami, FL
Services provided
76% Accounting24% Finance & Accounting Outsourcing (FAO)Focus Areas
49% Bookkeeping49% Financial Accounting2% Payroll ProcessingSee all 1 projectsAccountants in Miami is a firm specializing in auditing and accounting services, providing financial and tax guidance to businesses. Feedback highlights their exceptional responsiveness and communication, with 100% of reviewers praising their reliability and professionalism. Their ability to foster strong client relationships and maintain consistent communication is frequently noted as a key strength.
1 of 1 Accounting reviews are 5 stars$200,000 – $999,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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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Read All ReviewsWhat 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.Was this helpful?
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$1,000+< $25 / hr2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingFocus Areas
100% BookkeepingSee all 1 projectsAccounting, Tax, and Financial Advisory Services in Los Angeles CA.
Read more1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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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Read All ReviewsWhat 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.Was this helpful?
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Undisclosed< $25 / hr50 - 249Tracy, CA
Services provided
100% AccountingFocus Areas
50% Bookkeeping50% Payroll ProcessingSee all 1 projectsEZ 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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
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 moreWas this helpful?
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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Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+$100 - $149 / hr10 - 49Columbus, OH
Services provided
75% Accounting15% Business Consulting10% Financial ConsultingFocus Areas
50% Bookkeeping50% Financial AccountingSee all 1 projectsGreyson Tax & Consulting is an accounting services firm specializing in bookkeeping, tax preparation, and financial statement preparation. Reviews highlight their expertise in tax filing and business structuring, with clients reporting significant financial savings, such as a $30,000 tax reduction. Clients commend their timely communication and personalized service, noting a seamless integration with modern business needs.
1 of 1 Accounting reviews are 5 starsUnknown avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
Industry Experience
Greyson Tax Consulting has demonstrated expertise primarily in the real estate industry, providing comprehensive tax and bookkeeping services that streamline financial processes and enhance business performance. Clients have reported significant financial savings, notably around $30,000 in taxes, due to their effective strategies and timely communication. The positive sentiment reflects their ability to support growth in real estate operations, making them a suitable partner for businesses seeking reliable financial consulting.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently praised Greyson Tax Consulting for their exceptional value for money, with one client reporting a savings of $30,000 in taxes, showcasing a significant return on investment. The firm's ability to manage complex financial tasks efficiently and provide timely communication further enhances their perceived value. Overall, clients feel that the cost of services is justified by the substantial financial benefits received, leading to a high level of satisfaction.Was this helpful?
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$1,000+Undisclosed10 - 49Salt Lake City, UT
Services provided
100% AccountingFocus Areas
33% Bookkeeping34% Payroll Processing33% Financial AccountingSee all 3 projectsNimbl is an accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and CFO-level advice. Reviewers praise Nimbl for alleviating stress through efficient financial management and technological integration, with 100% positive feedback highlighting their expertise and time-saving impact. Clients appreciate their proactive approach to tax planning and process simplification.
Reviews mention Timely
Clients have expressed a positive sentiment regarding Nimbl's timeliness in project management and communication. One client noted, 'We communicate with Nimbl on a monthly basis, sometimes more regularly when necessary,' indicating a proactive approach. Additionally, the client highlighted Nimbl's ability to 'solve problems quickly and effectively,' showcasing their responsiveness. Overall, feedback reflects satisfaction with Nimbl's timely delivery and effective engagement.-
Financial Consulting & Accounting for Digital Agency
5.0 Feb 20, 2020We communicate with Nimbl on a monthly basis, sometimes more regularly when necessary. The general cadence is monthly. I was impressed by the way Nimbl integrates technology into their process. They solve problems quickly and effectively.
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3 of 3 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 3 ReviewsAccounting 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 moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise Nimbl for their competitive pricing and high value for money. One client noted paying approximately $500 monthly for comprehensive accounting services, emphasizing the significant relief from stress and improved financial management. Another client highlighted the affordability of their services, stating it was a 'no-brainer' decision due to the cost-effectiveness. Overall, clients feel that Nimbl's services deliver exceptional value, simplifying complex accounting tasks while providing expert guidance.Was this helpful?
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$1,000+$100 - $149 / hr2 - 9Greenville, SC
Services provided
90% Accounting10% Business ConsultingFocus Areas
40% Bookkeeping40% Financial Accounting20% Payroll ProcessingSee all 2 projectsLedger 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.
Reviews mention Helpful
Clients express a consistently positive sentiment towards Ledger Medial Accounting Services, highlighting their deep industry knowledge and responsiveness. One client noted that Matt has become a 'trusted ally' and emphasized the company's unwavering support, stating, 'Every time something is needed of Ledger Medial they are there to help.' The overall feedback reflects a strong appreciation for their expertise and commitment, with no suggested areas for improvement.-
Tax Prep & Bookkeeping for Digital Marketing Company
5.0 Jan 14, 2021Every time something is needed of Ledger Medial they are there to help. It is exactly what you need in a business resource. 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 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting 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 moreWas this helpful?
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 servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+$100 - $149 / hr10 - 49Riverwoods, IL
Services provided
100% AccountingFocus Areas
43% Bookkeeping57% Financial AccountingSee all 1 projectsH.D. Roseth & Associates is a distinguished accounting firm specializing in bookkeeping, financial reporting, tax preparation, and financial advisory services. The firm is highly praised for its strategic financial acumen and personalized client engagement, with 100% positive feedback highlighting their organizational skills and comprehensive advice on tax matters. Clients commend their proactive approach and impactful business advising.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
Industry Experience
H.D. Roseth & Associates excels in providing financial consulting and tax strategy services, particularly for clients in the lifestyle communications and other industries. Reviews highlight their expertise in streamlining financial processes, tax savings, and personalized service that fosters strong client relationships. Overall sentiment reflects a high level of satisfaction, emphasizing their strengths in organization, strategic planning, and responsiveness, making them a suitable partner for businesses seeking tailored financial guidance.
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Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express high satisfaction with H.D. Roseth & Associates regarding their cost and value for money. One client noted significant savings of approximately $100,000 annually due to strategic tax restructuring, achieved at a lower fee than their previous firm. The company is praised for treating clients' finances with care, providing thorough and timely support, and showing a commitment to client success, making them a valuable partner for businesses.Was this helpful?
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$1,000+$50 - $99 / hr50 - 249Chicago, IL
Services provided
100% AccountingFocus Areas
29% Bookkeeping43% Financial Accounting28% Payroll ProcessingSee all 2 projectsORBA is a comprehensive accounting firm offering services such as tax preparation, financial advisory, and business auditing. Client reviews highlight their exceptional transparency and attention to detail, with 100% of reviewers emphasizing trust and communication as key strengths. Their expertise in tax planning and forming LLCs has greatly assisted clients in strategic business decisions and financial growth.
Reviews mention Detail-oriented
Clients have consistently praised ORBA for their exceptional attention to detail. One client noted that ORBA's 'attention to detail and critical thinking sets them apart,' emphasizing their transparency and ability to identify mistakes made by previous accountants. The clear communication and proactive reminders from the team further enhance their detail-oriented approach, contributing to clients' peace of mind and overall satisfaction with the services provided.-
Accounting Services for Web Design Firm
5.0 Mar 6, 2018ORBA 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 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting 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 moreWas this helpful?
Industry Experience
ORBA has demonstrated strong expertise in the Advertising & Marketing sector, particularly in web design and development. Clients commend their clear communication, transparency, and attention to detail, which have facilitated substantial business growth and effective tax planning. Overall sentiment is positive, emphasizing ORBA's ability to provide tailored accounting solutions that adapt to evolving business needs. This indicates a solid fit for companies in the creative and digital industries seeking reliable accounting and advisory services.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive ORBA as offering valuable services at a reasonable cost. One client noted a $5,000 investment for ongoing advisory services, emphasizing the trust and clarity provided by their accountant, Jim Pellino. Another client reflected on the financial benefits of their advice, although they found it challenging to quantify savings. Overall, the sentiment indicates satisfaction with ORBA's transparency and support, suggesting that their pricing aligns well with the quality of service delivered.Was this helpful?
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$5,000+$150 - $199 / hr2 - 9Irvine, CA
Services provided
50% Accounting40% Business Consulting10% Financial ConsultingFocus Areas
50% Bookkeeping35% Payroll Processing15% Management AccountingSee all 1 projectsA Bigger Bottom Line, LLC. is an advanced accounting services organization focusing on bookkeeping, financial analysis, and cloud-based integrations. Reviewers consistently highlight their innovative approach and effective use of technology, with 100% praising their futuristic systems and operational efficiency. Clients commend their commitment, detail-oriented project management, and seamless software integrations, leading to enhanced business operations and significant satisfaction.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
Industry Experience
A Bigger Bottom Line, LLC has demonstrated strong expertise in the construction and advertising industries, facilitating cloud integrations and process optimizations for their clients. Feedback highlights their innovative approach and commitment to detail, allowing businesses to streamline operations significantly. Clients commend their forward-thinking solutions, resulting in increased efficiency and reduced reliance on traditional systems. Overall sentiment is highly positive, suggesting this provider is particularly well-suited for companies seeking modernization and integration in their operational processes.
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ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express a strong sentiment that A Bigger Bottom Line, LLC offers exceptional value for money. One client noted, "You get a lot more than you pay for," highlighting their forward-thinking approach and integration of advanced technologies. The monthly investment of approximately $1,900 USD is viewed as worthwhile, with clients appreciating the company's commitment and detailed communication. Overall, feedback suggests that the firm's services significantly enhance operational efficiency, justifying their pricing.Was this helpful?
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
Services provided
45% Accounting45% Fractional CFO Services10% Finance & Accounting Outsourcing (FAO)Focus Areas
30% Bookkeeping60% Financial Accounting10% Management AccountingSee all 6 projectsAvenues Financial is a comprehensive accounting services firm specializing in bookkeeping, financial analysis, and strategic advisory services, including tax preparation and financial reporting. They consistently receive positive feedback, with 100% of reviews highlighting their reliability and expertise. Clients commend their detailed financial insights and proactive management, which have led to measurable improvements in forecasting accuracy, expense visibility, and overall financial clarity.
Reviews mention Detail-oriented
Clients have consistently praised Avenues Financial for their detail-oriented approach, noting their comprehensive understanding of the client's business and meticulous attention to financial accuracy. One client highlighted their ability to provide precise financial reports that facilitate informed decision-making. The team's hands-on involvement and responsiveness further enhance their reputation, with feedback indicating that they exceed expectations and maintain strong communication throughout the engagement.-
Bookkeeping, Forecasting, & Reporting for Marketing Co
5.0 Dec 3, 2020The level of detail their team provides distinguishes them from other providers. They’re hands-on and willing to learn about our business. Their team knows our business well and helps us make decisions about it.
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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 & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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This provider is fluent in 1 language:
- English
This provider is available in 1 time zone:
- Mountain Standard Time (MST)
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
80% Accounting20% Business ConsultingFocus Areas
33% Bookkeeping67% Financial AccountingSee all 6 projectsAccountants on Air is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. With a focus on personalized service, they maintain a 100% satisfaction rate across reviews, emphasizing their efficiency, timeliness, and ability to handle complex financial needs. Clients highlight their cohesive teamwork and customized solutions, with 75% praising their professionalism and responsiveness.
Reviews mention Accommodating
Clients have expressed a strong sentiment of accommodation regarding Accountants on Air, highlighting their flexibility in scheduling and responsiveness to client needs. One client noted, 'They do their best to accommodate my difficult schedule,' while another emphasized the team's ability to customize services to meet specific goals. Overall, feedback indicates that the firm is attentive and willing to adjust to client requirements, fostering a collaborative and supportive partnership.-
Accounting Services for Dentist Clinic
5.0 Jan 2, 2022Regular meetings are set using virtual tools 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 starsLess than $10,000 avg. project costRead 4 ReviewsAccounting 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 moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Accountants on Air's competitive pricing and exceptional value for money. One client noted that their choice was driven by the company's pricing fitting their budget, describing it as 'good value for cost.' Another client mentioned an annual investment of $900 for high-quality, efficient service, while another reported spending $2,800 annually for excellent financial oversight. Overall, feedback indicates that clients feel they receive substantial value relative to the costs incurred.Was this helpful?
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$1,000+$100 - $149 / hr2 - 9New York, NY
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingFocus Areas
34% Bookkeeping33% Financial Accounting33% Management AccountingSee all 11 projectsSpear CPA CFP is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and business auditing. Reviewers consistently praise the firm for its professionalism, responsiveness, and ability to save clients money, with nearly 100% expressing satisfaction. Many highlight their ability to provide timely updates and effective tax planning, emphasizing Meir's expertise and dedication to client success.
Reviews mention Understands their clients' needs
Spear CPA CFP has received overwhelmingly positive feedback regarding their understanding of client needs. Clients noted their deep industry knowledge, accessibility, and responsive communication. One client emphasized that Spear CPA CFP grasped their specific requirements from the outset, stating it never felt necessary to explain anything. Another client highlighted their proactive approach in identifying potential tax write-offs, demonstrating a commitment to client interests. Overall, clients express high satisfaction with Spear CPA CFP's tailored services and professional competence.-
Tax and Financial Services for Law Firm
5.0 Dec 12, 2022Spear CPA CFP is always on the cutting edge of making their business run smoother and easier for their clients. They understood our industry and what I needed when we first started together, and it’s never felt like I’ve needed to explain anything to them. Their rates have also always been reasonable, they’re personable, and they’re easy to communicate with. They are professional and extremely competent.
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7 of 8 Bookkeeping reviews are 5 stars$50,000 – $199,999 avg. project costBookkeeping Experience
Spear CPA CFP has received overwhelmingly positive feedback for their bookkeeping services, with 100% of clients expressing satisfaction. Reviewers consistently highlight their expertise in tax planning, effective communication, and ability to integrate seamlessly with in-house teams. Key strengths include responsiveness, attention to detail, and proactive financial advice that helps clients save money. Notably, 90% of reviewers mention their project management skills, emphasizing timely updates and follow-ups. Clients value their commitment to understanding unique industry needs and maintaining compliance.
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10 of 11 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 11 ReviewsAccounting 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 moreWas this helpful?
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
60% Accounting20% Business Consulting10% Finance & Accounting Outsourcing (FAO) +110% Financial ConsultingFocus Areas
50% Bookkeeping50% Financial AccountingSee all 1 projectsLalea & 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.
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 & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed10 - 49Orlando, FL
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Focus Areas
40% Bookkeeping20% Financial Accounting20% Management Accounting +120% Payroll ProcessingSee all 1 projectsDiMercurio Advisors is a modern accounting firm proficient in Accounting Services, including Tax Preparation and Financial Reporting, with a particular strength in using Xero software. The firm is recognized for its tech-savvy team and efficient project management, consistently receiving positive feedback, indicating strong client satisfaction and successful engagements.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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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Average Project Cost Breakdown
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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.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49Houston, TX
Services provided
30% Accounting20% Finance & Accounting Outsourcing (FAO)10% Back Office Outsourcing +410% Business Valuation Services10% Digital Asset Management10% Financial Consulting10% Fractional CFO ServicesFocus Areas
70% Bookkeeping25% Financial Accounting5% Payroll ProcessingSee all 4 projectsBrainy Advisors is a distinguished accounting services firm, excelling in bookkeeping, financial reporting, and tax preparation. Reviews reflect a remarkable 100% satisfaction rate, highlighting their professionalism, accuracy, and timely deliverables. Clients commend their project management and personalized approach, with 100% noting their ability to meet deadlines and effectively communicate.
Reviews mention Well-organized projects
Clients commend Brainy Advisors for their well-organized project management, consistently delivering results ahead of deadlines. One client noted, "They completed the project before deadline, a whole week earlier than expected!" Another expressed appreciation for the thoroughness in organizing and cleaning up financial books, stating, "Books are in good order and organized." Overall, the sentiment reflects high satisfaction with their professionalism and efficiency in managing complex tasks.-
Accounting & Financial Advising for E-Commerce Store
5.0 May 6, 2024They 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. I was very behind and stressed out because I was behind on a half a year of bookkeeping and P&L reports. They were able to finish a week earlier than the deadline.
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1 of 1 reviews is 5 stars1 new review for Accounting servicesUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent feedback on Brainy Advisors highlights their professionalism, accuracy, and timely delivery of financial reports, including profit/loss statements and balance sheets. One client, an architect, praised their ability to maintain detailed accounting records and provide valuable insights into project performance. The client emphasized the team's responsiveness and proactive communication, recommending Brainy Advisors for accounting and bookkeeping services. Overall, sentiment is highly positive, with no suggested areas for improvement.Was this helpful?
3 of 3 Bookkeeping reviews are 5 stars1 new review for Bookkeeping in past 6 monthsLess than $10,000 avg. project costBookkeeping 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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Clients consistently highlight Brainy Advisors' competitive pricing and exceptional value for money. For instance, one client noted that they would have spent double with another firm, emphasizing Brainy's professionalism and timely delivery. Another client appreciated the alignment of pricing with their budget while receiving excellent service. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of the services provided.Was this helpful?
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$10,000+$150 - $199 / hr10 - 49Fort Worth, TX
Services provided
50% Accounting50% Business ConsultingFocus Areas
25% Bookkeeping25% Financial Accounting25% Forensic Accounting +125% Management AccountingSee all 1 projectsValor Mineral Management is a mineral management company specializing in the digitization and organization of oil and gas records. Their reviews highlight a 100% positive feedback rate, emphasizing their expertise in improving efficiency and accuracy in recordkeeping. Clients commend them for their excellent project management and effective communication, with no reported areas for improvement.
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 resourcesWas this helpful?
Average Project Cost Breakdown
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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.Was this helpful?
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UndisclosedUndisclosed50 - 249Phoenix, AZ
Services provided
50% Accounting50% Fractional CFO ServicesFocus Areas
15% Bookkeeping15% Financial Accounting15% Financial Audit +415% Forensic Accounting15% Management Accounting15% Payroll Processing10% Fiduciary AccountingSee all 2 projectsDCG | 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.
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, 2023Successful 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 starsUnknown avg. project costBookkeeping 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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Industry Experience
DCG | CPA and Management Consulting Firm has received positive feedback across various industries, particularly in Healthcare and Advertising & Marketing. Clients commend their expertise in financial management, including tax preparation and cash flow forecasting, highlighting their ability to streamline financial operations. In Healthcare, they facilitate comprehensive financial oversight for nonprofits, while in Advertising, they ensure compliance and effective financial modeling. Overall, the firm is recognized for its responsiveness, cultural fit, and impact on enhancing financial health.
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Healthcare Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49Annapolis, MD
Services provided
85% Accounting15% Business ConsultingFocus Areas
36% Bookkeeping29% Financial Accounting21% Payroll Processing +114% Forensic AccountingSee all 1 projectsLombardo Ayers & Company, LLC is an accounting services firm specializing in tax preparation, financial reporting, and business auditing. They are praised for their expertise in tax matters and their reliability in meeting deadlines, with 100% of reviewers highlighting their proactive communication and strategic financial input. Their ability to enhance financial decision-making and provide accurate tax liability forecasts is particularly valued by clients.
1 of 1 Accounting reviews are 5 starsUnknown avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
Industry Experience
Lombardo Ayers & Company, LLC has demonstrated expertise primarily in the IT Services sector, providing reliable accounting and tax solutions. Clients praise their strong communication, trustworthiness, and proactive engagement in financial decision-making. The firm is recognized for its ability to enhance clients' financial strategies, particularly concerning tax liabilities, thereby enabling better resource allocation. Overall sentiment is extremely positive, solidifying their reputation as a dependable partner in the IT Services industry.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have praised Lombardo Ayers & Company for their expertise in accounting and tax preparation, emphasizing the value they provide in ensuring accuracy and compliance. One client noted their billing structure as net30 and hourly for most services, with a flat rate for year-end tax preparation. Overall sentiment reflects satisfaction with the perceived value for money, highlighting effective communication and proactive support as key strengths, contributing to a solid return on investment.Was this helpful?
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Undisclosed$100 - $149 / hr10 - 49Layton, UT
Services provided
80% Accounting10% Business Consulting10% Finance & Accounting Outsourcing (FAO)Focus Areas
40% Bookkeeping60% Financial AccountingSee all 1 projectsCMP, a firm specializing in accounting services, provides comprehensive support in tax preparation, bookkeeping, and financial analysis. They are praised for their expertise, excellent customer service, and the financial strategies they offer, with 100% of reviewers noting positive impacts, including cost savings and peace of mind. Their free initial consultations are a distinctive benefit.
0 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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. Clients have praised their professionalism, strategic insights on tax elections, and effective bookkeeping support, resulting in significant financial benefits and peace of mind. The overall sentiment is highly positive, indicating that legal professionals seeking reliable accounting services would find CMP to be a suitable partner.
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LegalWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express satisfaction with Cook Martin Poulson, P.C.'s pricing and value, noting their hourly charges are reasonable, with one client estimating under $5,000 invested for comprehensive services. Their initial consultation is provided at no charge, a feature that distinguishes them in the market. Overall, clients feel that the firm's expertise not only alleviates their accounting burdens but also leads to significant cost savings, reinforcing a positive sentiment regarding their overall cost-effectiveness.Was this helpful?
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Undisclosed$200 - $300 / hr2 - 9San Luis Obispo, CA
Services provided
100% AccountingFocus Areas
46% Bookkeeping54% Financial AccountingSee all 1 projectsMagnolia 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.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
Industry Experience
Magnolia 313 Accounting Services has received positive feedback primarily from clients in the Information Technology sector, highlighting their expertise in bookkeeping and tax preparation. Clients commend their detail-oriented approach, responsiveness, and ability to streamline disorganized accounting systems. The firm has significantly impacted their clients by uncovering financial oversights and saving substantial amounts in taxes. Overall, the sentiment within the IT industry reflects strong satisfaction, suggesting that Magnolia 313 is well-suited for technology-focused businesses seeking reliable accounting solutions.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have praised Magnolia 313 Accounting Services for their cost-effectiveness and value for money. One client noted significant savings, stating that Carolyn's services saved them tens of thousands of dollars and countless hours, transforming their disorganized accounting into an efficient system. The sentiment is overwhelmingly positive, with clients appreciating both the affordability and the exceptional service provided, which far exceeds the investment made.Was this helpful?
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$1,000+$50 - $99 / hr2 - 9Atlanta, GA
Services provided
100% AccountingFocus Areas
30% Bookkeeping70% Financial AccountingSee all 11 projectsLYFE Accounting is a comprehensive accounting services firm offering bookkeeping, tax preparation, financial analysis, and CPA consulting. Clients consistently highlight their professionalism, expertise, and personalized service, with an emphasis on client success and effective communication. Approximately 85% of reviews mention their exceptional service in financial reporting and tax filing, with emphasis on their ability to save clients money through strategic tax planning.
Reviews mention Customized support
Clients express high satisfaction with LYFE Accounting's customized support, highlighting the hands-on approach of Krystal, who provided tailored financial management and literacy training. One client noted her patience in explaining complex concepts in layman's terms and her responsiveness to inquiries. They appreciated her commitment to their success, even recommending external resources when necessary. Overall, the sentiment reflects a strong endorsement of LYFE Accounting's dedication to understanding and addressing individual client needs.-
Accounting & Financial Advising for Local Nonprofit
5.0 Sep 20, 2019Krystal 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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Accounting & Financial Advising for Local Nonprofit
5.0 Sep 20, 2019They were truly focused on finding the solution that would work best for us, even if it meant going with services that they didn’t offer. Krystal was always honest if they couldn’t provide us with a service, and she gave us a list of businesses who could. LYFE Accounting genuinely wanted to see us succeed.
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1 of 1 Bookkeeping reviews is 5 starsLess than $10,000 avg. project costBookkeeping Experience
LYFE Accounting has received overwhelmingly positive feedback for their bookkeeping services, with 100% of reviewers expressing satisfaction. Clients highlight the company's expertise in grant management, effective budgeting, and personalized financial literacy training. Notable strengths include responsive communication, a commitment to client success, and the capability to simplify complex financial concepts. The impact of their work is evident in clients' enhanced financial management skills and successful project outcomes, fostering long-term relationships and continued support.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express satisfaction with LYFE Accounting's pricing structure and value for money. For instance, a client noted a one-time payment of $695 for tax preparation was justified by the accurate and timely filings. Another client praised the service for its flat rate of $400 per month, highlighting the perceived value of working directly with a CPA. Overall, feedback indicates that clients feel the cost aligns well with the quality of service received, often resulting in significant savings.Was this helpful?
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$5,000+$100 - $149 / hr10 - 49North Attleborough, MA
Services provided
60% Accounting20% Fractional CFO Services10% Business Consulting +110% Financial ConsultingFocus Areas
30% Bookkeeping30% Financial Accounting30% Management Accounting +110% Payroll ProcessingSee all 2 projectsMighty 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.
Reviews mention Accommodating
Clients consistently highlight Mighty Financial's accommodating nature, noting their responsiveness and flexibility in meeting project timelines and requirements. One client remarked on their ability to adapt to evolving project scopes and their willingness to align with client needs, stating they were 'very responsive and accommodating of our timeframe.' This positive sentiment reflects a strong commitment to client satisfaction and effective collaboration.-
Financial Consulting & Fractional CFO Services for IT Co
5.0 May 12, 2025Very responsive and accommodating of our timeframe; delivered against the timeline we required. 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 starsUnknown avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting for Assisted Living Services Company
5.0 — Mighty Financial provides ongoing accounting services for an assisted living services company. Read moreWas this helpful?
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 technologyWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+$100 - $149 / hr2 - 9Glendale, CA
Services provided
100% AccountingFocus Areas
41% Bookkeeping30% Payroll Processing29% Financial AccountingSee all 2 projectsRockwell Capital Group is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With 100% positive feedback from reviewers, clients commend their effective project management, transparency, and ability to foster personal relationships. Their expertise in maintaining financial records and low tax liabilities is highly valued, resulting in smoother operations and strategic financial guidance for businesses.
Reviews mention Great project management
Clients have consistently praised Rockwell Capital Group for their exceptional project management capabilities. One client noted their 'grade-A project managers' who maintain clear communication and timely delivery of monthly reports. Another emphasized the ease of collaboration and responsiveness, stating, 'Everything is delivered on time.' Overall, the sentiment reflects a high level of satisfaction with their project management, underscoring their ability to foster strong client relationships and ensure smooth operations.-
Accounting Services for Insurance Brokerage
5.0 Nov 4, 2019Aside from the monthly reports they provide, we communicate with them 2–3 times each month via phone or email. They’re wonderful, grade-A project managers.
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Accounting for Document Scanning & Image Outsourcing Co
5.0 Nov 4, 2019Their project management is good. Everything is delivered on time, and we see a balance sheet each month. We communicate a couple of times a month, and they send regular reports.
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2 of 2 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting 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 moreWas this helpful?
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 servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed10 - 49Boise, ID
Services provided
100% AccountingFocus Areas
40% Bookkeeping35% Financial Accounting20% Forensic Accounting +15% Payroll ProcessingSee all 1 projectsJTC 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.
1 of 1 Bookkeeping reviews is 5 stars1 new review for Bookkeeping in past 6 monthsLess than $10,000 avg. project costBookkeeping 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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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
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed10 - 49Columbia, MD
Services provided
50% Accounting25% Commercial Financing25% Funding & InvestmentFocus Areas
50% Bookkeeping50% Management AccountingSee all 1 projectsBarney 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.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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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NonprofitWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+$50 - $99 / hr10 - 49Houston, TX
Services provided
70% Accounting30% Financial Advising & PlanningFocus Areas
35% Bookkeeping35% Payroll Processing30% Financial AccountingSee all 3 projectsJPG 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.
Reviews mention Great project management
Clients have consistently praised JPG for their exceptional project management skills, highlighting their ability to organize tasks efficiently and deliver on time. One CEO noted, 'Their project management is top-notch,' emphasizing their responsiveness and commitment to client satisfaction. This high level of organization and timely execution has been crucial for maintaining smooth operations, making JPG a standout choice in the industry.-
Accounting Services for Branding & Product Dev Company
5.0 Mar 26, 2024Their project management is top-notch. They ensure all tasks are organized and executed efficiently. In my experience, they consistently deliver items on time, which is crucial for maintaining smooth operations. Additionally, their responsiveness to our needs has been outstanding. Whenever we've had questions or required assistance, they've been quick to address them, demonstrating their commitment to client satisfaction.
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1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Bookkeeping, Accounting & Financial Advising for Mktg Co
5.0 — JPG has helped transition a marketing company from cash to accrual accounting. The team also applies tax reduction strategies, produces reports, manages the cash flow, and implements bookkeeping Read moreWas this helpful?
Industry Experience
JPG has received positive feedback primarily from clients in the Advertising & Marketing and Consulting industries. Clients commend their expertise in accounting services, including bookkeeping and payroll, noting strong project management, timely delivery, and exceptional responsiveness. The overall sentiment is highly favorable, highlighting JPG's ability to provide tailored financial solutions and valuable insights, making them a suitable choice for businesses seeking reliable and effective accounting support within these sectors.
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Consulting Advertising & marketingWas this helpful?
$250 Best for companies with <$1MM in annual sales $810 Best for companies between $1>< $3MM annual sales $2,500 Best for companies with more than $3MM annual saleView PackagesBookkeeping Packages
Discover new opportunities for your business with our all-in-one financial solutions, encompassing bookkeeping, payroll, and tax. We don’t just crunch numbers. We dive deep into your unique circumstances and uncover insights to, streamline your finances and grow your business. Note: Our prices are not fixed, those are starting at prices.Was this helpful?
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$5,000+$150 - $199 / hr10 - 49Buford, GA
Services provided
85% Accounting10% Finance & Accounting Outsourcing (FAO)5% Financial Advising & PlanningFocus Areas
40% Bookkeeping40% Financial Accounting10% Financial Audit +25% Forensic Accounting5% Payroll ProcessingSee all 3 projectsMCA Accounting Solutions / MyCannabisAccountant.com is an accounting firm specializing in bookkeeping, tax preparation, CFO, and financial advisory services, particularly in the cannabis industry. Reviews highlight their expert knowledge, responsiveness, and personalized approach, with 100% of reviewers noting their strong industry understanding and effective communication. However, some suggest improvements in email communication and timeliness.
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 servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
More responsive than most other service providers
Get in TouchMCA Accounting Solutions / MyCannabisAccountant.com is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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Undisclosed$150 - $199 / hr10 - 49New York, NY
Services provided
80% Accounting20% Business ConsultingFocus Areas
30% Bookkeeping45% Financial Accounting25% Payroll ProcessingSee all 1 projectsBurton & Co., CPAs is a distinguished accounting firm offering comprehensive services, including bookkeeping, tax preparation, and external CFO functions. Reviewers commend their exceptional communication, attention to detail, and ability to simplify complex financial scenarios. With 100% positive feedback, they are praised for innovative financial strategies and seamless integration with clients, enhancing financial health and efficiency.
1 of 1 Accounting reviews are 5 starsUnknown avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
Industry Experience
Burton & Co., CPAs has demonstrated expertise primarily in the IT Services sector, particularly assisting small businesses like Victorious SEO. Feedback highlights their strengths in effective bookkeeping, tax strategy, and financial forecasting. Clients appreciate their technological fluency, proactive communication, and ability to simplify complex financial matters. Overall sentiment is highly positive, with clients noting significant improvements in cash flow and operational efficiency, making them a strong candidate for businesses seeking reliable financial management in technology-driven industries.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have praised Burton & Co., CPAs for their cost-effectiveness and the substantial value they provide. One client noted that Dave's ability to simplify complex financial scenarios while delivering a high-quality service stood out, making them feel well cared for. Additionally, the optimization of payment processes is projected to save the client $50,000 this year, highlighting the firm's ability to deliver significant financial benefits relative to their pricing.Was this helpful?
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$5,000+$150 - $199 / hr2 - 9San Francisco, CA
Services provided
45% Accounting25% AI Agents20% Business Consulting +110% Cloud Consulting & SIFocus Areas
35% Bookkeeping50% Financial Accounting10% Payroll Processing +15% Management AccountingSee all 1 projectsMATAX is an accounting services firm specializing in bookkeeping, financial reporting, and training on accounting software like Xero. The company received 100% positive feedback, emphasizing their excellent project management and ability to simplify complex tasks, resulting in a 75% reduction in processing time. Clients appreciate their knowledgeable and solution-oriented approach.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed2 - 9Simi Valley, CA
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingFocus Areas
33% Bookkeeping34% Payroll Processing33% Financial AccountingSee all 2 projectsHK Associates, Certified Public Accountants is an accounting service firm specializing in tax preparation, bookkeeping, and financial statement preparation. The reviews highlight their expertise in managing complex tax situations, particularly with Amazon, and their exceptional communication, which 100% of reviewers found impressive. Clients also appreciate their proactive approach in resolving past tax issues and providing financial advisory support.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
Industry Experience
HK Associates, Certified Public has demonstrated strong expertise in the retail industry, particularly in navigating tax complexities for e-commerce businesses. Client feedback highlights their effective communication, thoroughness in tax preparation, and proactive support in correcting past errors, resulting in financial recoveries. Their personable approach and commitment to client education contribute positively to their reputation, making them a suitable choice for retail businesses seeking reliable financial guidance.
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RetailWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with HK Associates, noting their clear pricing and friendly communication. One client mentioned spending around $2,000, highlighting that the firm went above and beyond in tax filing, resulting in refunds for overpaid state taxes. Overall, feedback indicates that the company provides good value for money, with effective support and expertise in navigating complex tax issues, leaving clients feeling well-supported and informed throughout the process.Was this helpful?
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Undisclosed$50 - $99 / hr2 - 9South Jordan, UT
Services provided
50% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO)Focus Areas
50% Bookkeeping50% Financial AccountingSee all 1 projectsSonnenburg 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.
Industry Experience
Sonnenburg Consulting has received positive feedback primarily from the legal industry, where they demonstrate a strong understanding of business and finance needs. Clients highlight their expertise in advising on legal matters and providing effective solutions for financial and accounting issues. Notable strengths include excellent communication and the ability to efficiently identify and address client concerns. Overall sentiment indicates they are a strong fit for legal professionals seeking assistance with business-related challenges.
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LegalWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients appreciate Sonnenburg Consulting's cost-effective solutions and the value provided through their services. One client noted Annette S.'s ability to efficiently address complex financial issues, emphasizing her insightful approach to problem-solving. The overall sentiment reflects satisfaction with the pricing relative to the quality of work, as evidenced by the statement that Annette's services have successfully aided numerous mutual clients without any complaints about cost.Was this helpful?
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UndisclosedUndisclosed10 - 49Lombard, IL
Services provided
75% Accounting25% Business ConsultingFocus Areas
11% Bookkeeping67% Financial Accounting11% Forensic Accounting +111% Payroll ProcessingSee all 1 projectsCatalano, Caboor & Co. is a professional accounting firm offering comprehensive services such as bookkeeping, tax preparation, financial statement preparation, and business auditing. They have received exceptionally positive feedback, with 100% of reviewers praising their hands-on approach and ability to generate significant tax savings. Clients appreciate their dedication and view them as integral to their business operations.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 ServicesWas this helpful?
Average Project Cost Breakdown
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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.Was this helpful?
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UndisclosedUndisclosed2 - 9Buffalo, NY
Services provided
80% Accounting20% Business ConsultingFocus Areas
33% Bookkeeping34% Payroll Processing33% Financial AccountingSee all 1 projectsAllen Street Consulting is an accounting services firm offering comprehensive solutions such as bookkeeping, financial reporting, and tax preparation. Reviewers consistently praise their hands-on approach and personalized service, with 100% positive feedback regarding their impact on business growth and financial understanding. The firm is credited with facilitating a $200,000 revenue increase over five years.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed10 - 49Jackson Heights, NY
Services provided
80% Accounting10% Finance & Accounting Outsourcing (FAO)10% Financial Advising & PlanningFocus Areas
30% Bookkeeping30% Financial Audit20% Payroll Processing +310% Financial Accounting5% Forensic Accounting5% Management AccountingSee all 2 projectsBraj Aggarwal, CPA, P.C. is an accounting firm specializing in comprehensive accounting services, including bookkeeping, financial reporting, audit services, and tax filing. Reviews highlight their exceptional service, with 100% of clients noting timely and effective accounting solutions, and their ability to efficiently manage projects with a high level of personal interaction. Clients consistently express satisfaction, with no significant areas for improvement identified.
Reviews mention Experienced
Clients have expressed high satisfaction with Braj Aggarwal, CPA, P.C., highlighting their expertise and effective communication. One client noted the firm's adherence to Generally Accepted Auditing Standards (GAAS) and appreciated the educational aspect of their audits. The firm’s approachable management style was praised for facilitating quicker responses compared to larger firms. Overall, clients recommend Braj Aggarwal for their professionalism and efficient audit processes, indicating a strong positive sentiment towards their services.-
Financial Auditing Services for Steel Manufacturing Company
5.0 Sep 20, 2021The audits were in compliance with the Generally Accepted Auditing Standards (GAAS), and we learned a lot from them as a client. They educated us when there was a difference of opinion, and their staff was courteous. Braj Aggarwal, CPA, P.C., is a good firm to have as an auditor.
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Financial Auditing Services for Steel Manufacturing Company
5.0 Sep 20, 2021With Braj Aggarwal, it was a very smooth process. We communicated through phone, email, and personal meetings. Braj Aggarwal documents many of these communications for their own processes.
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Financial Auditing Services for Steel Manufacturing Company
5.0 Sep 20, 2021We were impressed by their scale and hierarchy. The due diligence process within the organization was faster as well, compared to a Big Four, where there’s a separate due diligence cell.
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2 of 2 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Technology Company
5.0 — Braj Aggarwal, CPA, P.C has provided accounting services for a technology company. Read moreWas this helpful?
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 ManufacturingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed10 - 49Palm Springs, CA
Services provided
50% Accounting50% Financial Advising & PlanningFocus Areas
35% Bookkeeping35% Payroll Processing30% Financial AccountingSee all 1 projectsBEAN COUNTER is an accounting service provider specializing in bookkeeping, tax preparation, and financial reporting. With 100% positive feedback, clients praise their cost-effective solutions and exceptional project management. Around 100% of reviewers highlight their communicative approach, and they are noted for their expertise in complex tax laws, making them a reliable choice for businesses.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+$100 - $149 / hr1,000 - 9,999Arlington, VA
Services provided
100% AccountingFocus Areas
43% Bookkeeping57% Financial AccountingSee all 2 projectsCliftonLarsonAllen is a respected firm offering CPA-reviewed financial statements and comprehensive accounting services, including tax preparation and financial reporting. Reviews highlight their thorough and accurate financial outputs and effective financial safeguards. Approximately 100% of reviewers commend their project management and CPA expertise, though there's a suggestion for improved software specialization.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Charity
4.5 — A charity partners with CliftonLarsonAllen to completely manage their accounting department. Read moreWas this helpful?
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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TelecommunicationsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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Undisclosed$50 - $99 / hr50 - 249San Francisco, CA
Services provided
30% Accounting30% Finance & Accounting Outsourcing (FAO)20% Financial Advising & Planning +120% Financial ConsultingFocus Areas
100% BookkeepingSee all 2 projectsSage 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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Tax 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 moreWas this helpful?
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 ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+Undisclosed2 - 9Madison, WI
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)Focus Areas
50% Bookkeeping40% Financial Accounting5% Management Accounting +15% Payroll ProcessingSee all 1 projectsCelerity Accounting specializes in Accounting Services, with a focus on Bookkeeping and Financial Reporting, particularly using QuickBooks and NetSuite. Clients appreciate their clear communication and effective project management, leading to successful outcomes. Approximately 100% of reviews highlight their competence in bookkeeping, though some desire a broader range of software solutions.
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$1,000+$200 - $300 / hr50 - 249Winchester, VA
Services provided
90% Accounting10% Finance & Accounting Outsourcing (FAO)Focus Areas
17% Bookkeeping67% Financial Accounting16% Forensic AccountingSee all 1 projectsYHB CPAs & Consultants is an accounting services firm specializing in tax preparation and financial reporting. Reviewers consistently commend the firm for its accuracy, as evidenced by 100% noting error-free tax filings. Clients appreciate the firm's timely communication and proactive updates on tax law changes, contributing to effective financial planning.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
Industry Experience
YHB CPAs & Consultants demonstrate strong expertise in the Advertising & Marketing sector, as evidenced by their long-term relationships with clients. Feedback highlights their proficiency in managing complex tax situations across multiple LLCs, ensuring timely and accurate filings without errors. Clients appreciate their proactive communication regarding tax law changes and their ability to adapt to specific business needs. Overall, YHB CPAs & Consultants are regarded as a reliable partner for organizations in the marketing industry.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with YHB CPAs & Consultants' pricing structure, highlighting their fairness and value for money. One long-term client noted that their billing is reasonable due to the efficiency of their collaboration, stating, 'They’ve been very fair with us over the years.' Overall sentiment indicates that the firm provides reliable services without errors, ensuring clients feel confident in their financial decisions, thus reinforcing their perceived value.Was this helpful?
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$5,000+$200 - $300 / hr2 - 9Oak Park, IL
Services provided
40% Accounting60% Financial ConsultingFocus Areas
30% Bookkeeping30% Financial Accounting30% Management Accounting +110% Payroll ProcessingSee all 4 projectsNorman Professional Services is an accounting firm specializing in bookkeeping, financial reporting, tax preparation, and financial advisory services. The company receives overwhelmingly positive feedback, with 100% of reviewers highlighting their professionalism, responsiveness, and effective communication. Their expertise in cash flow management and financial statement preparation is frequently praised, with clients noting significant improvements in financial processes and reporting accuracy.
3 of 3 Bookkeeping reviews are 5 stars$10,000 – $49,000 avg. project costBookkeeping Experience
Norman Professional Services demonstrates strong expertise in bookkeeping, with 100% positive feedback from clients. Key strengths include transparency, timely communication, and operational improvement strategies. Clients reported a 20% increase in cash on hand and a 15% improvement in payment speed. Reviewers highlighted the team's professionalism and collaborative approach, while expressing satisfaction with the seamless integration of services. Overall, they are viewed as a valuable partner for financial management and strategic planning.
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4 of 4 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 4 ReviewsAccounting 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 moreWas this helpful?
Industry Experience
Norman Professional Services has demonstrated expertise across various industries, including Business Services, Non-Profit, Financial Services, and Software. Clients have praised their seamless operations, effective communication, and improved bookkeeping systems, leading to enhanced financial performance and increased cash flow. Overall sentiment is highly positive, with emphasis on professionalism and operational improvements, making them a strong fit for organizations seeking reliable financial management and strategic advisory.
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Business services Non-profit Software Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Overall, clients express satisfaction with Norman Professional Services in terms of cost and value for money. One client noted investing between $170,000 and $200,000 for ongoing services, highlighting significant improvements in cash flow management and operational efficiency. Another mentioned that their selection was based on 'good value for cost,' reinforcing positive sentiment regarding pricing. Overall, clients appreciate the high-quality service and transparency, indicating that the investment yields substantial returns.Was this helpful?
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$1,000+$100 - $149 / hr250 - 999Boston, MA
Services provided
100% AccountingFocus Areas
43% Bookkeeping57% Financial AccountingWolf & 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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$1,000+$50 - $99 / hr2 - 9Miami, FL
Services provided
100% AccountingFocus Areas
33% Bookkeeping34% Payroll Processing33% Financial AccountingSee all 1 projectsYggdrasil Financial LLC is an accounting services firm offering bookkeeping, financial reporting, and financial advisory services. Reviews highlight their expertise in cash flow management and margin analysis, with 100% of feedback praising their flexibility and deep industry knowledge. The firm is commended for its ability to enhance financial control and deliver customized financial solutions.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
Industry Experience
Yggdrasil Financial LLC has demonstrated strong expertise in the Chemicals & Biotechnology industry, particularly in financial management and accounting. Feedback highlights their ability to customize financial solutions, including cash flow forecasting and margin analysis, contributing significantly to improved financial control and operational efficiency. Clients appreciate their deep knowledge and flexibility, indicating a positive overall sentiment. This provider is well-suited for businesses seeking tailored financial services and strategic insights in this sector.
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Chemicals & BiotechnologyWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have reported that Yggdrasil Financial LLC provides excellent value for money, particularly highlighting the customized cash flow forecast and margin analysis they developed. One client noted a significant improvement in financial management after investing approximately $7,500. The flexibility and deep knowledge of the team, especially Tine, were praised, indicating that the investment has led to substantial benefits without any noted areas for improvement.Was this helpful?
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$1,000+Undisclosed10 - 49Dallas, TX
Services provided
50% Accounting20% Back Office Outsourcing20% Finance & Accounting Outsourcing (FAO) +110% Tax LawFocus Areas
30% Bookkeeping25% Financial Accounting20% Payroll Processing +215% Financial Audit10% Management AccountingSee all 3 projectsBookkeeperLive 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.
Reviews mention Timely
Clients consistently praised BookkeeperLive for their timely service, highlighting their ability to process invoices and complete tasks within specified deadlines. One client noted that invoices were processed promptly and communication was always responsive. Another client emphasized the swift business setup, completed in just two working days, and commended the team's proactive approach in suggesting next steps. Overall, the sentiment regarding timeliness is overwhelmingly positive, with no reported issues from clients.-
Accounts Payable Services for Printing Company
5.0 Aug 28, 2025Processed invoices timely and was always responsive to emails. Their ability to work in a different time zone and meet all requirements stood out.
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Bookkeeping Services for Print Service Provider
5.0 Jan 17, 2024They are always on time and they go one step ahead to suggest the right next steps all along. They are very responsive, I never had any issues.
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1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Payroll Support for Independent School
5.0 — BookkeeperLive provides ongoing accounting and payroll support services for an independent school. The team is responsible for payroll, pension compliance, budget setting, and accounts. Read moreWas this helpful?
Industry Experience
BookkeeperLive has demonstrated expertise across various industries, including print services and advertising & marketing. Clients appreciate their responsiveness, timely processing of accounts payable, and comprehensive business consulting services. The overall sentiment is positive, highlighting their strong value for cost, cultural fit, and ability to cater to specific client needs, making them a suitable choice for businesses in need of bookkeeping, tax preparation, and financial consulting.
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Advertising & marketing Other industriesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight BookkeeperLive's cost-effectiveness and strong value for money. One client noted their selection was due to 'good value for cost' and another emphasized how 'pricing fit our budget' while also aligning with company values. Overall, the sentiment reflects satisfaction with the affordability of services, alongside timely and responsive project management, indicating that clients feel they receive substantial benefits relative to their investment.Was this helpful?
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UndisclosedUndisclosed10 - 49Bellevue, WA
Services provided
20% Accounting50% Commercial Property Management20% Commercial Brokerage Services +110% Building Security ServicesFocus Areas
50% Bookkeeping50% Financial AccountingSee all 5 projectsIcon Real Estate Services, Inc is a property management company that excels in managing residential properties for a variety of clients. Reviews highlight their exceptional project management skills, professional communication, and industry expertise. Clients commend their ability to increase property value and profitability, with 100% of reviewers expressing satisfaction with their services and 60% specifically praising their communication and responsiveness.
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, 2020He’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 estateWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49Roseville, CA
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)Focus Areas
20% Bookkeeping45% Financial Accounting20% Payroll Processing +210% Management Accounting5% Financial AuditSee all 1 projectsRTA 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.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed10 - 49Tigard, OR
Services provided
100% AccountingFocus Areas
50% Bookkeeping50% Financial AccountingSee all 1 projectsVan Beek & Co, LLC is a CPA firm specializing in bookkeeping, tax preparation, and financial advisory services. Reviews highlight their creative tax planning and consistent availability, with 100% positive feedback emphasizing their competitive pricing and personalized approach. Clients appreciate their timely work and insightful financial guidance.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
Industry Experience
Van Beek & Co, LLC has demonstrated notable expertise in the IT Services industry, particularly in providing bookkeeping and tax planning solutions. Clients have praised their creative approach to tax strategy, emphasizing their personalized service and proactive communication. The overall sentiment is positive, highlighting their strong project management and client engagement. This provider is well-suited for companies seeking innovative financial guidance and tailored services within the IT sector.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally express satisfaction with the competitive pricing and overall value provided by Van Beek & Co, LLC. One client noted a four-year engagement costing under $25,000, highlighting their cost-effectiveness compared to larger firms. The firm's creative approach to tax planning was also praised, indicating that clients perceive significant value in the services relative to the investment. Overall, sentiment regarding cost and value for money is positive.Was this helpful?
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UndisclosedUndisclosed50 - 249Plymouth, MN
Services provided
70% Accounting15% Business Consulting15% Finance & Accounting Outsourcing (FAO)Focus Areas
40% Bookkeeping40% Financial Accounting20% Forensic AccountingSee all 1 projectsPeterson Whitaker & Bjork, LLC is an accounting firm offering services such as tax preparation and financial advisory, notably excelling as a strategic partner for management consultancy clients. Approximately 90% of the feedback highlights their independence and the peace of mind they provide, though a minor 10% suggest more transparency in communication regarding availability.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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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ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$1,000+< $25 / hr50 - 249Rolling Hills Estates, CA
Services provided
10% Accounting10% Back Office Outsourcing10% Customs brokerage +710% Logistics & Supply Chain Consulting10% Ocean Freight10% Rail Freight10% Recruiting10% Recruitment Process Outsourcing10% Staffing10% TruckingFocus Areas
50% Bookkeeping50% Financial AccountingSee all 1 projectsKIN Logistic Solutions specializes in Accounting Services, emphasizing financial reporting and bookkeeping. Reviews indicate a 100% positive feedback rate, highlighting their strong commitment to efficiency and accuracy. Clients commend their timely invoicing, payment tracking, and operational efficiency enhancements through real-time updates and reporting.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Back Office Outsourcing for General Sales Supplier
5.0 — KIN Logistic Solutions provided virtual assistance and back office services for a general sales supplier. The team organized the client's financial records, invoicing, payment tracking, and Read moreWas this helpful?
Industry Experience
KIN Logistic Solutions demonstrates strong expertise in the Consumer Products industry, with a focus on operational efficiency and financial accuracy. Client feedback highlights their commitment to timely project execution and enhanced administrative processes. This positive sentiment reflects their capability to streamline operations and improve reporting systems, making them a suitable partner for businesses seeking operational improvements in consumer-centric sectors.
Read All ReviewsSelect Industry to see insights
Consumer ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed positive sentiments regarding KIN Logistic Solutions' cost-effectiveness and value for money. One CEO noted improvements in financial accuracy and operational efficiency, highlighting the company's commitment to timely invoicing and smooth coordination, which delivered significant time savings on administrative tasks. Overall, clients found the pricing reasonable given the high level of service and commitment to efficiency, with no significant areas for improvement identified.Was this helpful?
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$25,000+$300+ / hr2 - 9New York, NY
Services provided
20% Accounting20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & Planning +220% Financial Consulting20% Fractional CFO ServicesFocus Areas
100% BookkeepingSee all 2 projectsLiv Data LLC is a consulting firm that specializes in providing strategic financial analysis, outsourced CFO support, and AI consulting services, particularly in the finance and accounting sectors. The feedback is overwhelmingly positive, with 100% of reviewers highlighting their impressive problem-solving abilities and deep understanding of client needs, resulting in significant operational improvements and effective project management.
2 of 2 reviews are 5 starsUnknown avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In the last six months, clients have praised Liv Data LLC for their excellent consulting capabilities and deep understanding of finance-related challenges. One client noted significant operational improvements and enhanced gross margins due to Liv Data's disciplined project management and flexibility. Another highlighted their quick response times and effective communication. Overall, the sentiment is highly positive, with no reported areas for improvement, indicating a strong alignment with client needs and expectations.Was this helpful?
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 servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express satisfaction with Liv Data LLC's pricing, noting it offers good value for the cost. A CEO highlighted their selection due to 'good value for cost' and 'high ratings.' Another client emphasized the significant operational improvements achieved through their services, directly impacting gross margins and EBITDA. Overall, feedback reflects a positive sentiment regarding the company's ability to deliver results that justify their pricing.Was this helpful?
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Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
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Latest Bookkeeping Articles
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U.S. Bookkeeping FAQs
U.S.-based bookkeeping teams bring fluency in GAAP, IRS reporting, and state-by-state payroll and sales tax rules—critical for audit readiness and lender or investor due diligence. They also tend to align with your time zone, banking practices, and common tools, which speeds month-end closes and issue resolution.
If you operate across multiple states, sell on marketplaces, or need accrual accounting with revenue recognition, a U.S. partner can set up compliant workflows and evidence trails your CPA and board will trust.
Pricing varies thanks to several key factors, such as scope, complexity, and expertise. According to data gathered by Clutch, most bookkeeping agencies in America charge:
- Starter/monthly bookkeeping: $300 – $800 per month
- Growing SMB: $800 – $2,500 per month
- Inventory/eCommerce: $1,500 – $4,000+ per month
- Hourly bookkeeping: $35 – $120 per hour (bookkeeper); $120 – $250+ per hour (controller/CFO oversight)
- One-time cleanup or system setup: $1,000 – $7,500+, depending on months to clean and software migration
Additional cost drivers include transaction volume, number of entities, payroll headcount, inventory complexity, industry compliance, and reporting cadence.
U.S. bookkeeping firms cover a broad set of verticals and niches, reflecting America’s diverse and vast business landscape. It’s common to find dedicated agencies specializing in:
- eCommerce and retail — Shopify, Amazon, Walmart, multi-state sales tax
- SaaS and technology — deferred revenue, ARR/MRR metrics, capitalization policies
- Professional services and agencies — WIP, project margins, time tracking
- Healthcare and clinics — payer reconciliations, HIPAA-adjacent workflows
- Construction and real estate — job costing, progress billing, CAM
- Nonprofits — fund accounting, grant tracking
- Manufacturing and distribution — COGS, inventory valuation, landed cost
Look for case studies and tool expertise aligned to your vertical.
Strategically outline your project’s specific requirements and objectives to have a clearer search guideline. Then, browse through Clutch’s directories and follow these 6 crucial steps:
- Check credentials — QuickBooks ProAdvisor/Xero certifications, CPA oversight, or controller experience for complex accruals.
- Verify tech stack — QuickBooks or Xero, NetSuite for scale, plus Bill, Expensify/Ramp, Gusto/ADP, Shopify/Amazon, and robust bank feed rules.
- Assess process maturity — documented close checklist, reconciliations, variance analysis, and clear escalation paths.
- Evaluate security and access — role-based permissions, SOC 2 posture, and data retention policies.
- Review proof — industry case studies, sample reports, references, and service-level expectations.
- Align on pricing — transparent scope, change-order policy, and ownership of subscriptions.
Shortlist 2–3 firms, request a sample close package, and run a pilot month before committing to annual terms.
- No monthly bank/credit card, payment processor, or balance sheet reconciliations
- Limited access to your general ledger or reluctance to document processes
- Overreliance on manual data entry; no rules, automations, or close checklist
- Can’t explain revenue recognition, inventory valuation, or sales tax nexus in your context
- Vague pricing, no engagement letter, or no clarity on data ownership
- Guarantees around tax outcomes or audit results
- Poor communication, missed deadlines, or turnover with no continuity plan
Bookkeeping is paramount to your business’ operations and growth. Don’t make the mistake of cutting corners and settling for trade-offs; make sure you hire a team that’s clear of any red flags.
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