Top Management Accountants
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List of the Top Management Accounting Services
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KDG
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$5,000+$200 - $300 / hr10 - 49Allentown, PAServices provided
20% Accounting25% Custom Software Development20% IT Managed Services +315% UX/UI Design10% Low/No Code Development10% Web DesignFocus Areas
40% Management Accounting30% Bookkeeping30% Financial AccountingSee all 44 projectsKDG is an accounting services firm that specializes in bookkeeping, financial analysis, and tax preparation. They have received overwhelmingly positive feedback, with 100% of clients praising their adaptability, project management, and communication. KDG is commended for their dedication to meeting client needs, with several reviews highlighting their impressive project management and cost-effective solutions.
2 of 2 reviews are 5 starsLess than $10,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Over the past six months, client feedback on KDG has been overwhelmingly positive. Clients appreciated KDG's strong project management, technical expertise, and ability to adapt to evolving needs. One client noted KDG's exceptional understanding of sales processes, which facilitated effective CRM implementation. Another highlighted the professionalism and creativity of their team members, who consistently delivered robust solutions. Overall, KDG is viewed as a trusted partner that excels in collaboration and responsiveness, with no significant areas for improvement identified.Was this helpful?
2 of 4 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Web App Dev & Zoho Setup for Linear LED Lighting Mfr
4.0 — KDG has built and maintained a custom web app for a linear LED lighting manufacturer. They've also migrated the client's system from QuickBooks Desktop to Zoho Books and integrated the suite of Zoho Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Client feedback regarding KDG's cost and value for money is largely positive, highlighting their competitive pricing and high-quality deliverables. For instance, one client noted that KDG's services were significantly less expensive than competitors while still providing exceptional value, resulting in a successful fundraising campaign. Another client emphasized that their investment led to an impressive return, including a substantial increase in qualified leads. Overall, clients appreciate the balance of cost-effectiveness and the quality of service, viewing KDG as a trusted partner rather than just a vendor.Was this helpful?
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Allentown, Pennsylvania (5) Bethlehem, Pennsylvania (4) Baltimore, Maryland (3) New York City, New York (2) Emmaus, Pennsylvania (2) Chicago, United States (1) Springfield, Pennsylvania (1) Miami, Florida (1) Oak Park, Illinois (1) Richmond, Indiana (1) Hoboken, New Jersey (1) Houston, Texas (1) Hudson, Ohio (1) Irvine, California (1) Lake Forest, California (1) Colorado Springs, Colorado (1) Prosper, Texas (1) Dallas, Texas (1) Charlotte, North Carolina (1) Harrisburg, Pennsylvania (1) State College, Pennsylvania (1) Vero Beach, Florida (1) Nazareth, Pennsylvania (1) Bend, Texas (1) Brookfield, Connecticut (1) Rossville, Indiana (1) Farmington, Pennsylvania (1) Orange County, California (1)Was this helpful?
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Services provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +15% Compliance ConsultingFocus Areas
10% Management Accounting40% Bookkeeping40% Financial Accounting +110% Payroll ProcessingSee all 18 projectsindinero is an accounting services firm offering bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.
14 of 14 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 14 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read moreWas this helpful?
Industry Experience
Indinero demonstrates strong expertise across multiple sectors, including Advertising & Marketing and Medical, receiving high praise for their efficiency and responsiveness. Clients in Advertising & Marketing commend their ability to streamline accounting processes and provide strategic financial insights, while those in Medical sectors appreciate their compliance and timely reporting. Overall, feedback is positive, indicating that Indinero is particularly well-suited for companies seeking comprehensive accounting services in fast-paced and regulated industries.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries SoftwareWas this helpful?
More responsive than most other service providers
Get in Touchindinero is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Chicago, Illinois (1) Indianapolis, Indiana (1) Manhattan, New York (1) Wilmington, Delaware (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)This provider is fluent in 2 languages:
- English
- Spanish
This provider is available in 4 time zones:
- Central Standard Time (CST)
- Eastern Standard Time (EST)
- Pacific Standard Time (PST)
- Mountain Standard Time (MST)
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UndisclosedUndisclosed50 - 249San Jose, CA
Services provided
40% Accounting20% Fractional CFO Services15% HR Consulting +215% HR Outsourcing10% Executive SearchFocus Areas
20% Management Accounting35% Financial Accounting30% Bookkeeping +115% Payroll ProcessingSee all 10 projectsRavix Group is a comprehensive accounting services firm offering bookkeeping, financial reporting, tax filing, financial statement preparation, and business auditing. Across multiple reviews, clients commend Ravix Group for their expertise, timely delivery, and flexibility, with 100% positive feedback highlighting their knowledgeable and responsive team. They are particularly praised for their excellent customer service and ability to adapt to client needs.
1 of 1 Management Accounting reviews is 5 stars1 new review for Management Accounting in past 6 monthsUnknown avg. project costManagement Accounting Experience
Ravix Group demonstrates strong expertise in Management Accounting, with 100% positive feedback from clients. Reviewers consistently highlight timely project delivery and effective communication, emphasizing improvements in compliance and operational efficiency. Notably, one client praised the team's ability to establish a compliant back office and maintain accuracy in financial reporting. The team's dedication, including working extended hours, further solidified their reputation as a reliable partner.
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Industry Experience
Ravix Group has received positive feedback across various industries, showcasing their expertise in Financial Services, Medical, Information Technology, and Consumer Products. Clients commend their efficiency in accounting, compliance, and HR services, noting significant improvements in operational processes and reporting accuracy. The overall sentiment is highly favorable, especially in Financial Services and Medical, where their support has been pivotal in ensuring compliance and operational efficiency. Organizations in these sectors would benefit greatly from their tailored solutions.
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Information technology Medical Business services Healthcare Energy & natural resources Research Consumer products & services Financial services Arts, entertainment & music Other industriesWas this helpful?
More responsive than most other service providers
Get in TouchRavix Group 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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This provider is fluent in 1 language:
- English
This provider is available in 2 time zones:
- Eastern Standard Time (EST)
- Pacific Standard Time (PST)
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$1,000+Undisclosed1,000 - 9,999Irving, TX
Services provided
60% Accounting25% Finance & Accounting Outsourcing (FAO)15% Fractional CFO ServicesFocus Areas
10% Management Accounting35% Bookkeeping35% Financial Accounting +215% Payroll Processing5% Financial AuditSee all 10 projectsPacific Accounting & Business Services specializes in comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and financial analysis. They are highly regarded, with 100% of reviews highlighting their timely delivery and excellent communication. Clients commend their efficiency and high-level attention to detail, with 83% noting their good value for cost and adaptability to client needs.
5 of 6 Accounting reviews are 5 stars6 new reviews for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 6 ReviewsAccounting PROJECT HIGHLIGHT
Outsourced Accounting for Business Services Company
5.0 — Pacific Accounting & Business Services offers outsourced accounting services for a business services company's end clients. Tasks include data entry, bank reconciliations, cash applications, and Read moreWas this helpful?
Industry Experience
Pacific Accounting & Business Services has demonstrated strong expertise across various industries, including Nonprofit, Retail, Financial Services, Automotive, and Business Services. Clients noted their efficiency, thorough communication, and ability to streamline financial processes, leading to improved workflows and timely reporting. Sentiment is overwhelmingly positive, particularly in Nonprofit and Automotive sectors, where the company is praised for its cultural alignment and attentive client service. This provider is well-suited for organizations seeking reliable bookkeeping and financial management support.
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Nonprofit Financial services Automotive Retail Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Pacific Accounting & Business Services' competitive pricing and strong value for money. One client noted that their pricing fit within budget and provided great value for the cost. Another emphasized the reasonable pricing and high-quality service received, stating, "Price. Quality. Timeliness." Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, as multiple reviews mention good value and alignment with budgetary constraints.Was this helpful?
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This provider is fluent in 1 language:
- English
This provider is available in 5 time zones:
- India Standard Time (IST)
- Hawaii Standard Time (HST)
- Central Standard Time (CST)
- Pacific Standard Time (PST)
- Mountain Standard Time (MST)
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$1,000+$150 - $199 / hr50 - 249San Diego, CA
Services provided
15% Accounting30% Fractional CFO Services20% Business Consulting +610% Finance & Accounting Outsourcing (FAO)5% Back Office Outsourcing5% Financial Consulting5% HR Consulting5% HR Outsourcing5% Recruitment Process OutsourcingFocus Areas
15% Management Accounting45% Financial Accounting20% Bookkeeping +120% Payroll ProcessingSee all 5 projectsCFO Hub is a comprehensive accounting services provider, offering CFO, bookkeeping, financial analysis, and tax preparation services. Overall, the feedback is highly positive, with approximately 100% of reviewers praising their responsiveness, expertise, and ability to meet deadlines. The company is noted for quickly identifying client needs and providing precise financial reporting, making them a valued partner in financial strategy and management.
1 of 1 reviews is 5 stars1 new review for Accounting services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews for CFO Hub reflect a strong overall sentiment, highlighting their ability to stabilize financial operations and meet critical deadlines for clients. One CEO noted their swift response to urgent needs, facilitating timely reporting and cash flow management. The client praised CFO Hub for quickly identifying long-standing issues and providing effective solutions, emphasizing their professionalism and friendly approach. No areas for improvement were identified, reinforcing the positive feedback received.Was this helpful?
3 of 5 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 5 ReviewsAccounting PROJECT HIGHLIGHT
Fractional CFO Services & Support for Youth Services Org
5.0 — CFO Hub has been hired by a youth services organization to assess their fiscal needs, support the transition of the CFO, develop policies and procedures, and support meeting lender requirements. Read moreWas this helpful?
Industry Experience
CFO Hub has garnered positive feedback across various industries, demonstrating expertise in non-profit, real estate, and ERP implementation sectors. Clients highlighted their strengths in financial management, responsiveness, and ability to streamline operations. In the non-profit sector, they excel at compliance and reporting, while in real estate, they enhance financial clarity and investor communication. In other industries, their efficiency in accounting processes was noteworthy. Overall, the sentiment is highly favorable, particularly for organizations seeking financial strategy and operational stability.
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Non-profit Consulting IT Services Real estate Other industriesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight CFO Hub's competitive pricing and strong value for money. One client noted that CFO Hub's pricing fit their budget while providing excellent service and support. Another emphasized the significant reduction in internal accounting hours, showcasing efficiency gains. Overall, feedback reflects satisfaction with the cost-to-value ratio, with multiple clients appreciating the quality of service received relative to their investment.Was this helpful?
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$1,000+Undisclosed10 - 49West Hollywood, CA
Services provided
35% Accounting60% Finance & Accounting Outsourcing (FAO)5% Back Office OutsourcingFocus Areas
20% Management Accounting35% Bookkeeping35% Financial Accounting +110% Payroll ProcessingSee all 17 projectsBasis 365 Accounting is a specialized accounting firm offering comprehensive bookkeeping, financial reporting, tax preparation, and financial advisory services. With an impressive 100% positive feedback rate, clients consistently commend their responsiveness, professionalism, and integration of technology into accounting processes. Approximately 90% of reviewers highlight their proficiency in streamlining bookkeeping and financial statement preparation, which supports informed business decisions. Their tailored approach and dedication to client needs further underscore their reputation as a reliable partner for e-commerce businesses.
15 of 17 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 17 ReviewsAccounting PROJECT HIGHLIGHT
Outsourced CFO & International Expansion Support for Mobile Tech Studio
5.0 — As an outsourced partner, Basis 365 managed onboarding and international transaction processes. They provide a full suite of CFO services, including bookkeeping, invoicing, cash-flow forecasting, Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally express satisfaction with Basis 365 Accounting's pricing and value. For instance, a client noted spending under $10,000 for comprehensive services, highlighting their clear pricing structure and flexibility. Another mentioned a monthly fee of $600, appreciating the cost-effectiveness compared to hiring in-house staff. While some reviews indicated that costs could be perceived as high, the overall sentiment is that the quality of service and the proactive support provided justify the investment, enhancing operational efficiency and financial clarity.Was this helpful?
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This provider is fluent in 1 language:
- English
This provider is available in 4 time zones:
- Central Standard Time (CST)
- Eastern Standard Time (EST)
- Pacific Standard Time (PST)
- Mountain Standard Time (MST)
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$1,500 streamlined, cloud-based accounting department $2,500 budget tracking to achieve your goals $3,500 performance metrics with actionable insightsView PackagesOutsourced Accounting & Bookkeeping Plans
Our fixed-price plans are customized to fit what you need. The base plans are summarized below. Pricing varies based on the services required. Visit "how we price" on our website: https://www.basis365.com/cost-to-outsource-accounting-and-bookkeeping.Was this helpful?
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Undisclosed$50 - $99 / hr2 - 9New York, NY
Services provided
25% Accounting40% Finance & Accounting Outsourcing (FAO)35% Back Office OutsourcingFocus Areas
30% Management Accounting50% Bookkeeping10% Forensic Accounting +110% Payroll ProcessingSee all 2 projectsQuant Solutions is an accounting services firm specializing in bookkeeping and comprehensive financial management for project-based industries, particularly in the arts and nonprofit sectors. With a focus on meticulous budget tracking and financial reporting, they have received overwhelmingly positive feedback, praised for their reliability and attention to detail, with no areas for improvement identified.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Bookkeeping for Documentary Production Company
5.0 — Quant Solutions provides accounting and bookkeeping services for a documentary production company. The team is responsible for assisting the client in managing their projects' budgets and financial Read moreWas this helpful?
Industry Experience
Quant Solutions has demonstrated strong expertise in the eCommerce and Media industries, receiving positive feedback for their meticulous bookkeeping and financial strategizing. In eCommerce, they supported complex revenue streams and provided valuable financial insights, leading to improved operational efficiency. In the Media sector, they adeptly managed project-based accounting, ensuring accurate budget tracking for documentary productions. Overall, sentiment across both industries is highly favorable, highlighting their reliability, attention to detail, and responsiveness.
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MediaWas this helpful?
More responsive than most other service providers
Get in TouchQuant Solutions 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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UndisclosedUndisclosed1,000 - 9,999Austin, TX
Services provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)20% Back Office Outsourcing +110% Fractional CFO ServicesFocus Areas
25% Management Accounting45% Financial Accounting20% Bookkeeping +110% Payroll ProcessingSee all 1 projectsPersoniv is a graphic design outsourcing company providing a team of skilled artists to handle overflow work for businesses, such as designing billboards. Client feedback highlights their professionalism, effective project management, and consistent quality, with 100% positive reviews. Their ability to efficiently manage workload and maintain high standards is frequently praised, demonstrating reliability and a strong partnership with their clients.
Industry Experience
Personiv has demonstrated notable expertise in the Advertising & Marketing sector, particularly in creative design and project management. Clients commend their ability to efficiently handle significant workloads, with a track record of delivering high-quality outputs that mirror local standards. They are recognized for professionalism and a dependable team, which enhances productivity and client satisfaction. This makes Personiv an ideal partner for companies in advertising looking to optimize their design processes.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently praised Personiv for their cost-effectiveness and the value they provide. One client noted an annual investment of $75,000–$100,000, highlighting that Personiv efficiently handles approximately 12% of their workload, significantly alleviating local hiring pressures. Overall sentiment reflects satisfaction with the quality of work delivered, with clients emphasizing that Personiv not only meets but often exceeds expectations, making them a reliable partner for outsourcing needs.Was this helpful?
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$1,000+< $25 / hr50 - 249Philadelphia, PA
Services provided
50% Accounting25% Back Office Outsourcing25% Call Center ServicesFocus Areas
15% Management Accounting15% Bookkeeping15% Financial Accounting +415% Financial Audit15% Forensic Accounting15% Payroll Processing10% Fiduciary AccountingSee all 5 projectsOutsourcing Business Solutions specializes in accounting services, including bookkeeping, tax preparation, financial reporting, and financial analysis. The company is praised for its timely delivery, transparency, and effective communication, with 100% of reviewers expressing satisfaction and highlighting their value for cost. They are noted for their ability to handle complex tasks, ensuring compliance and providing valuable financial insights.
3 of 3 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 3 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping Services for CPA Firm
5.0 — Outsourcing Business Solutions provided bookkeeping services to a CPA firm. They categorized and reconciled 27 accounts of end clients, cleaned up books for six new end clients, and journaled Read moreWas this helpful?
Industry Experience
Outsourcing Business Solutions has garnered positive feedback across various industries, including Financial Services, IT Services, Legal, and Business Services. Clients praised their expertise in accounting and bookkeeping, highlighting their efficiency, effective communication, and timely delivery. In the Financial Services sector, they excelled in QuickBooks management, while in IT Services, they streamlined accounting processes. Overall, clients appreciate their structured approach and valuable insights, making them a strong partner for businesses seeking reliable outsourcing solutions.
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Financial services Other Industry Business services Legal IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently commend Outsourcing Business Solutions for their cost-effectiveness and high value for money. One client noted spending under $20,000 while achieving significant efficiency gains, stating the team was 'efficient and productive.' Another client highlighted their pricing as fitting within budget and providing 'good value for cost.' Overall, feedback reflects satisfaction with pricing relative to the quality of service, with many expressing a desire for long-term partnerships.Was this helpful?
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$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Services provided
45% Accounting35% Fractional CFO Services20% Business ConsultingFocus Areas
30% Management Accounting25% Financial Accounting25% Payroll Processing +120% BookkeepingSee all 4 projectsThe 10X Accountant® is an accounting services company specializing in tax preparation, financial reporting, and advisory services. Reviews indicate a 100% satisfaction rate, with clients praising their expertise, reliability, and cost-effective services. Notably, 67% of reviewers mention successful tax optimization efforts, showcasing their proficiency in financial analysis and tax filing.
3 of 3 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 3 ReviewsAccounting PROJECT HIGHLIGHT
Financial Services for Software Dev & Consulting Company
5.0 — The 10X Accountant has assisted a software development and consulting company with financial accounting, bookkeeping, tax, and payroll services, including offering financial statements and advisory Read moreWas this helpful?
Industry Experience
The 10X Accountant® has demonstrated expertise across various industries, including Sports, Software, and Social Networking. Clients have praised their thoroughness in tax filing, compliance, and financial reporting. The firm is particularly noted for its strong project management and the ability to optimize tax liabilities, enhancing clients' financial health. Overall sentiment is positive, with clients highlighting the provider's knowledge, creativity, and responsiveness, making them a suitable partner for businesses seeking financial services in these sectors.
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Sports Software Social NetworkingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight The 10X Accountant® as providing excellent value for money, with feedback indicating that their pricing aligns well with client budgets. One CEO noted the company's 'good value for cost' and praised their ability to optimize tax payments, reflecting a strong return on investment. Another client expressed satisfaction with the significantly reduced tax bill, suggesting that the service could warrant higher fees. Overall, sentiment towards cost and value is overwhelmingly positive.Was this helpful?
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$1,000+$25 - $49 / hr50 - 249Houston, TX
Services provided
75% Accounting15% Fractional CFO Services10% Finance & Accounting Outsourcing (FAO)Focus Areas
20% Management Accounting40% Bookkeeping15% Financial Accounting +310% Forensic Accounting10% Payroll Processing5% Financial AuditSee all 10 projectsMonily - Financial Solutions for Small and Medium Businesses is an accounting services firm specializing in bookkeeping, financial reporting, and tax preparation for diverse industries. With over 90% positive feedback, clients praise Monily for their professionalism, timely delivery, and comprehensive financial advisory services. Their expertise in financial analysis and efficient project management fosters reliable partnerships for businesses seeking robust financial solutions.
Reviews mention Reasonable pricing
Clients have expressed a positive sentiment regarding Monily's reasonable pricing, noting it as a key factor in their decision to choose the company. For instance, the CEO of Folk Revival highlighted that Monily's pricing fit their budget and provided good value for the cost. Additionally, they commended the company's ability to deliver quality work for a reasonable monthly retainer, confirming that their expectations were met without any areas for improvement.-
Accounting Services for Heritage Food Company
5.0 Jan 19, 2024Their project management skill have been excellent. They have executed everything they said they would do, on time all for a reasonable monthly retainer. Quality work, reasonably priced. It's a communicative and responsive team as well.
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Industry Experience
Monily - Financial Solutions for Small and Medium Businesses has received positive feedback across various industries, including real estate, education, media, restaurants, supply chain, food & beverage, and advertising & marketing. Clients commend their professionalism, timely delivery, and strong communication. Their expertise in bookkeeping, accounting, and financial management has significantly impacted clients' operational efficiency and financial clarity. Overall, Monily is well-suited for businesses seeking reliable financial services in diverse sectors.
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Real estate Education Media Restaurants Supply Chain, Logistics, and Transport Food & Beverage Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Monily - Financial Solutions for Small and Medium Businesses is consistently praised for its cost-effectiveness and value for money. Clients highlighted that Monily's pricing fit their budgets while providing excellent service quality. One CEO noted, 'Good value for cost,' and another remarked, 'They got everything done on time and within budget.' Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance of affordability and professionalism in Monily's offerings.Was this helpful?
More responsive than most other service providers
Get in TouchMonily - Financial Solutions for Small and Medium Businesses 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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$1,000+$100 - $149 / hr2 - 9Woodbridge, VA
Services provided
70% Accounting20% Business Consulting10% Financial ConsultingFocus Areas
20% Management Accounting20% Financial Accounting15% Bookkeeping +415% Fiduciary Accounting15% Financial Audit10% Forensic Accounting5% Payroll ProcessingSee all 10 projectsJS Morlu is a distinguished accounting firm providing encompassing services such as bookkeeping, tax preparation, and financial advisory. With 100% positive feedback, clients consistently highlight their professionalism, attention to detail, and strong ethical framework. Impressively, 80% of reviewers commend their trustworthy and timely financial reporting and advisory services, establishing JS Morlu as a dependable partner in financial management and business auditing.
Reviews mention Accessible
Clients consistently highlight JS Morlu's accessibility and responsiveness, noting their exceptional communication practices. One client emphasized that JS Morlu makes them feel like their only customer, stating, 'if there's an issue or problem, they are available right away.' The trust developed through their accessible nature is also praised, with clients appreciating the integrity and character of their managing partner, John. Overall, feedback reflects a strong sentiment regarding their accessibility and commitment to client needs.-
Finance & Accounting Services for IT & Telecom Company
5.0 Jul 6, 2021JS Morlu is fantastic at project management, and they have met all their deadlines. We communicate via email, and if there’s an issue or emergency, I will give them a call. Normally, we schedule a monthly call to go over the company’s financial standing. We also meet face to face 1–2 times a year. When we have annual company planning sessions, John would be there as well.
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9 of 9 Accounting reviews are 5 stars$200,000 – $999,999 avg. project costRead 9 ReviewsAccounting PROJECT HIGHLIGHT
Accounting & Consulting for Analytics & Security Company
5.0 — JS Morlu generates accounting statements and provides consulting services to help an analytics company create efficient proposals and make financial-related decisions. They also them with Read moreWas this helpful?
Industry Experience
JS Morlu has garnered positive feedback across various industries, including IT Services, Business Services, Consulting, Healthcare, and Transportation. Clients commend their expertise in financial management, tax preparation, and compliance, often highlighting their attention to detail and commitment to client success. The overall sentiment reflects strong trust and reliability in their services, making them a valuable partner for businesses looking for comprehensive accounting and consulting solutions.
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Software Transportation IT Services Business services Consulting Healthcare Other IndustryWas this helpful?
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$10,000+$150 - $199 / hr10 - 49Fort Worth, TX
Services provided
50% Accounting50% Business ConsultingFocus Areas
25% Management Accounting25% Bookkeeping25% Financial Accounting +125% Forensic AccountingSee all 1 projectsValor Mineral Management is a company specializing in oil and gas record management and digitization services. Reviewers unanimously praise their expertise in streamlining processes and improving business efficiency, with 100% positive feedback highlighting their excellent project management and record organization capabilities. Valor Mineral Management is recommended for businesses seeking efficient management of extensive mineral and lease records.
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
Read All ReviewsWhat Clients Have Said
Clients have expressed high satisfaction with Valor Mineral Management's cost-effectiveness, particularly highlighting the significant value derived from their services. One client noted that the digitization of over 100 years of records has greatly improved operational efficiency and accuracy. Additionally, the project management was described as excellent, with no reported areas for improvement. Overall, clients feel that Valor delivers substantial value for the investment, particularly for those needing extensive recordkeeping.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
10% Management Accounting60% Financial Accounting30% BookkeepingSee all 6 projectsAvenues Financial is an accounting services firm specializing in bookkeeping, financial analysis, and tax preparation. With a focus on strategic financial planning and CFO-level insights, they have garnered consistently positive feedback, with 100% of reviewers expressing satisfaction with their services. Clients particularly praise their forecasting accuracy, operational efficiency, and proactive financial management, which have led to improved financial clarity and business growth.
Reviews mention Timely
Clients consistently express satisfaction with Avenues Financial's timely delivery of financial services. One client highlighted that Nicole excels in delivering financial items on time and responds effectively to business needs. Another client noted that Avenues Financial delivers on time 100% of the time, enabling informed decision-making and operational efficiency. Overall, the sentiment regarding timeliness is overwhelmingly positive, with no reported areas for improvement in this aspect.-
Accounting Services for Advertising Company
5.0 Feb 2, 2024Nicole excels in delivering financial items on time, with attentiveness, and in a manner that responds well to business needs. She embodies a range of professional competencies and personal attributes that make her an invaluable asset to any organization.
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Financial Management Support for Advertising & Marketing Co
5.0 Sep 22, 2025Avenues Financial delivers on time 100% of the time. We communicate via Slack, email, text, calls, and Zoom.
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6 of 6 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 6 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Advertising Company
5.0 — An advertising company has hired Avenues Financial for accounting services. The team handles monthly financial reports, annual budget forecasts, financial strategies, and file audit and compliance Read moreWas this helpful?
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?
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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 - 249Phoenix, AZ
Services provided
50% Accounting50% Fractional CFO ServicesFocus Areas
15% Management Accounting15% Bookkeeping15% Financial Accounting +415% Financial Audit15% Forensic 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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2 of 2 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Nonprofit Health Clinic
5.0 — DCG | CPA and Management Consulting Firm oversees the financial aspects of a nonprofit health clinic. The team manages accounts payable, payroll, monthly reporting, cash flow forecasting, and more. Read moreWas this helpful?
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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UndisclosedUndisclosed10 - 49Columbia, MD
Services provided
50% Accounting25% Commercial Financing25% Funding & InvestmentFocus Areas
50% Management Accounting50% BookkeepingSee 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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$5,000+$100 - $149 / hr10 - 49North Attleborough, MA
Services provided
60% Accounting20% Fractional CFO Services10% Business Consulting +110% Financial ConsultingFocus Areas
30% Management Accounting30% Bookkeeping30% Financial 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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$5,000+$200 - $300 / hr2 - 9Oak Park, IL
Services provided
40% Accounting60% Financial ConsultingFocus Areas
30% Management Accounting30% Bookkeeping30% Financial Accounting +110% Payroll ProcessingSee all 4 projectsNorman Professional Services is a highly-regarded accounting firm offering comprehensive services, including bookkeeping, financial statement preparation, and strategic financial advisory. Across the reviews, 100% of clients highlight their professionalism, transparency, and efficient project management, with notable improvements in cash flow and financial confidence. Their seamless integration and strategic guidance are especially praised, enhancing book-to-audit processes and financial decision-making.
Reviews mention Personable
Clients consistently praise Norman Professional Services for their personable approach, highlighting the team's ability to balance professionalism with a friendly demeanor. One client noted, "Walter and his team are real straight-shooters, but without being robots," emphasizing their relatable nature. Timely communication and a thorough onboarding process further enhance their personable reputation, making clients feel understood and supported throughout their projects.-
Financial Consulting for Software Implementation Company
5.0 Feb 19, 2024Walter and his team are real straight-shooters, but without being robots. We love that NPS has personality, and that we also can rely on getting a quick solution when we need one. This is a tough balance, and in our experience at least, even more so with this industry.
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1 of 1 Management Accounting reviews is 5 stars$10,000 – $49,000 avg. project costManagement Accounting Experience
Norman Professional Services has received overwhelmingly positive feedback for their Management Accounting services, with 100% of clients highlighting their expertise in financial statement creation and bookkeeping platforms. Clients emphasize the company's accountability and integrity, with consistent reporting and timely reconciliation. Weekly check-ins support effective communication and project management. Overall, 100% of reviews indicate satisfaction with their services, showcasing Norman Professional Services as a reliable partner in financial management.
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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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of Norman Professional Services consistently express satisfaction with the company's pricing and overall value for money. One client noted a significant investment of $170,000–$200,000, highlighting the firm's ability to enhance cash flow and operational efficiency. Another client emphasized the 'good value for cost' and praised the improvements in their bookkeeping system, which saved staff time. Overall, the sentiment reflects confidence in the firm's ability to deliver quality services that justify their pricing.Was this helpful?
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$1,000+$100 - $149 / hr2 - 9New York, NY
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingFocus Areas
33% Management Accounting34% Bookkeeping33% Financial AccountingSee all 11 projectsSpear CPA CFP is a dedicated accounting service provider known for its comprehensive offerings, including bookkeeping, tax preparation, financial advisory, and audit services. They consistently receive positive feedback, with clients praising their professionalism, responsiveness, and expertise. Over 90% of reviewers highlight their impactful financial guidance and ability to manage complex tasks efficiently, making them a reliable partner for diverse business needs.
Reviews mention Flexible
Clients have recognized Spear CPA CFP for their flexibility and accommodating nature. One client noted, "The team is super flexible and accommodating," highlighting their ability to adapt to changing business needs. Additionally, the long-term relationship established, with one client stating, "I’ve been their client for 15 years," underscores the consistent support and accessibility provided by Spear CPA CFP, fostering a strong and trusting partnership.-
Accounting & Financial Services for Marketing Agency
5.0 Dec 8, 2020We have a very honest and open relationship, and the team is super flexible and accommodating. Meir in particular is very knowledgeable about the business. It’s been a pleasure working with him and his team.
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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?
Industry Experience
Spear CPA CFP has garnered positive feedback across several industries, including Manufacturing, Consumer Products, Legal, Construction, Financial Services, and Advertising & Marketing. Clients praise their responsiveness, expertise in tax planning, and seamless integration into existing business operations. In Manufacturing and Consumer Products, they excelled in managing complex financial structures and securing loans during crises. The overall sentiment highlights their professionalism and adaptability, making them a strong fit for businesses seeking reliable accounting and financial guidance.
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Financial services Manufacturing Consumer Products Legal Construction Business services Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express high satisfaction with Spear CPA CFP's cost-effectiveness and value for money. One client noted a significant return on their investment, stating, "whatever I’ve paid them has been worth the money." Another emphasized their ability to save clients money through strategic advice, leading to repeat business. Overall, feedback indicates that Spear CPA CFP delivers exceptional service relative to their pricing, with numerous clients recommending them for their responsiveness and professionalism.Was this helpful?
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$5,000+$150 - $199 / hr2 - 9Irvine, CA
Services provided
50% Accounting40% Business Consulting10% Financial ConsultingFocus Areas
15% Management Accounting50% Bookkeeping35% Payroll ProcessingSee all 1 projectsA Bigger Bottom Line, LLC. is a forward-thinking company specializing in Accounting Services, particularly in leveraging cloud-based systems and software integrations. The company receives overwhelmingly positive feedback for its transformative impact, with clients appreciating its futuristic approach and the enhanced freedom it provides. Reviewers commend their detailed project management and communication, with 100% highlighting their commitment and innovative solutions.
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 garnered positive feedback primarily in the construction and advertising industries. Clients highlight their expertise in integrating multiple software systems, enhancing operational efficiency, and transitioning businesses to cloud-based solutions. The overall sentiment reflects their commitment to innovation and client satisfaction, making them a strong candidate for businesses seeking to modernize their processes and achieve a streamlined, paperless environment.
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ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients report that A Bigger Bottom Line, LLC provides exceptional value for money, often exceeding expectations. One client noted that for approximately $1,900 USD per month, they received extensive support in integrating multiple software solutions, leading to significant operational improvements. The sentiment is overwhelmingly positive, with comments highlighting the company's innovative approach and the freedom it offers clients. Overall, clients feel they gain much more than they invest, reinforcing the company's commitment to delivering a 'bigger bottom line.'Was this helpful?
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UndisclosedUndisclosed10 - 49Mechanicsburg, PA
Services provided
100% AccountingFocus Areas
10% Management Accounting75% Bookkeeping15% Financial AccountingSee all 2 projectsGift CPAs is an accounting services firm providing comprehensive bookkeeping, tax preparation, and financial advisory services. With an emphasis on small business support, 100% of reviewers commend their proactive and reliable service, highlighting strong communication and personalized client relationships. Clients appreciate their fixed monthly fees, which facilitate continuous engagement without unexpected costs.
Reviews mention Establish clear expectations
Clients have expressed strong satisfaction with Gift CPAs' ability to establish clear expectations from the outset. One review highlighted a seamless onboarding process, where expectations and requirements were clearly communicated during an initial meeting. Additionally, the fixed monthly fee structure allows for open communication without unexpected costs, reinforcing a proactive approach to client engagement. Overall, sentiment regarding expectation management is highly positive, with no reported issues or concerns from clients.-
Business Tax Planning & Growth for Financial Company
5.0 May 20, 2021The onboarding process was seamless. We were welcomed with an informative email which provided us with contact and bio information of our CPA/Bookkeeper team. This was easily bookmarked for future reference. The email included a reminder of our mutually scheduled installation meeting date for a formal introduction of the CPA/Bookkeeper team and to lay out the expectations and any additional requirements to prepare the first financial statement.
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2 of 2 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping Services for Marketing Agency
5.0 — Gift CPAs is handling a marketing agency's monthly bookkeeping efforts. Their responsibilities include sending payables, submitting monthly sales, and handling all tax estimates throughout the Read moreWas this helpful?
Industry Experience
Gift CPAs has received positive feedback across various industries, notably in Advertising & Marketing and Financial Services. Clients appreciate their proactive and accessible service, with strengths in managing bookkeeping, tax planning, and fostering strong client relationships. In the Advertising & Marketing sector, they are praised for easing business transitions and alleviating stress for owners. In Financial Services, their expertise in tax management and proactive guidance helps clients grow efficiently. Overall, they are seen as a trustworthy partner, particularly for small businesses seeking personalized financial support.
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Advertising & marketing Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express satisfaction with Gift CPAs' pricing structure, highlighting the reasonable monthly fees that cover comprehensive accounting services. One client noted, "We feel comfortable reaching out to them any time without unexpected invoices," emphasizing the value of their fixed monthly billing. Overall, feedback reflects a strong sentiment that the firm provides excellent value for money, allowing clients to focus on their business while trusting their accounting needs are well-handled.Was this helpful?
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$1,000+$50 - $99 / hr10 - 49Denver, CO
Services provided
100% AccountingFocus Areas
10% Management Accounting75% Bookkeeping15% Payroll ProcessingSee all 4 projectsSound Advice Bookkeeping is a professional accounting services firm specializing in bookkeeping and payroll management. Client feedback indicates exceptional communication and proactive support, with 100% of reviewers praising their responsiveness and personalized service. Their use of innovative technology and alignment with client values further enhances their reputation for delivering high-value financial solutions.
More responsive than most other service providers
Get in TouchSound Advice Bookkeeping 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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$5,000+$50 - $99 / hr10 - 49Maynard, MA
Services provided
25% Accounting25% Financial Advising & Planning25% Other Digital Marketing +215% Business Consulting10% Financial ConsultingFocus Areas
25% Management Accounting50% Financial Accounting25% BookkeepingSee all 6 projectsWorldWide Local Connect Inc. is a comprehensive accounting services firm specializing in financial advisory, bookkeeping, and CFO services. They have received overwhelmingly positive feedback, with clients praising their financial strategy development and timely project management, which significantly contributed to achieving acquisitions. The firm's proficiency in financial modeling and business presentations has been highlighted in 100% of reviews.
Reviews mention High-quality work
WorldWide Local Connect Inc. consistently delivers high-quality work, as evidenced by client feedback. One client praised their financial modeling and presentation skills, stating they were essential for a successful acquisition. Another client highlighted the exceptional quality of website and menu designs, noting increased foot traffic and customer satisfaction. Communication and project management were also commended, with clients appreciating timely responses and clarity throughout the process. Overall, sentiment reflects strong satisfaction with the quality and professionalism of their services.-
Accounting & Financial Planning for Tech Company
5.0 Sep 16, 2022We had a lot of complicated information we needed to present to strategics and investors, and they did a great job of using highly visual presentations to do so. They were a key element to the success of the engagement, and we wouldn’t have gotten acquired without their help.
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Web Development for Restaurant
5.0 Jan 21, 2022The quality of his work is exceptional! I was pleased with all of the projects Hans has done with me.
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1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Financial Planning for Tech Company
5.0 — WorldWide Local Connect Inc. provides accounting and financial planning and consulting support for a tech company. They've created a financial strategy and a pitch deck to help the client get Read moreWas this helpful?
Industry Experience
WorldWide Local Connect Inc. has demonstrated strong expertise across various industries including healthcare, advertising & marketing, food & beverages, and design. Clients in healthcare reported significant revenue growth through tailored financial strategies, while those in advertising noted foundational improvements for scalability. The food & beverage sector experienced enhanced online presence, leading to increased foot traffic. Overall, sentiment across industries is highly positive, highlighting the firm’s personalized approach, effective communication, and strategic insights as key strengths.
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Other Industry Advertising & marketing Healthcare Design Consulting Food & BeveragesWas this helpful?
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UndisclosedUndisclosed50 - 249Portland, OR
Services provided
20% Accounting50% Business Consulting20% HR Consulting +110% Financial ConsultingFocus Areas
20% Management Accounting20% Financial Audit15% Bookkeeping +315% Financial Accounting15% Forensic Accounting15% Payroll ProcessingSee all 1 projectsPerkins & Co is an accounting firm specializing in bookkeeping, tax preparation, and financial advisory services. Reviews highlight their exceptional communication and prompt responses, with 100% of feedback commending their tax expertise. Clients appreciate their proactive approach, though cost considerations are noted. Overall, they effectively fill knowledge gaps and provide valuable financial insights.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Prep for Software Development Firm
5.0 — Perkins & Co provides accounting services, recommending best practices and looking over the internal books. Additionally, the team manages taxes and tax preparation. Read moreWas this helpful?
Industry Experience
Perkins & Co has demonstrated considerable expertise in the IT Services sector, particularly in financial management and tax advisory roles. Clients have noted their exceptional communication and proactive approach, which has positively impacted financial controls and tax return processes. Overall sentiment within this industry is positive, highlighting their ability to fill knowledge gaps and provide valuable insights. Potential clients in IT Services seeking robust financial oversight and tax assistance will likely find a strong match with Perkins & Co.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed that Perkins & Co offers good value for their services, particularly appreciating their tax expertise and proactive communication. One client noted an investment of approximately $20,000, highlighting the benefit of having an additional set of eyes on financials. However, they also mentioned that rates are a consideration when asking questions, indicating that while the services are valuable, clients should be mindful of costs.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49Roseville, CA
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)Focus Areas
10% Management Accounting45% Financial Accounting20% Bookkeeping +220% Payroll Processing5% 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 - 49Orlando, FL
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Focus Areas
20% Management Accounting40% Bookkeeping20% Financial Accounting +120% Payroll ProcessingSee all 1 projectsDiMercurio Advisors is a modern accounting firm specializing in Accounting Services, including Bookkeeping, Tax Filing, and Financial Reporting. The company received consistently positive feedback, with clients praising their expertise in modern accounting software like Xero and their efficient project management. Notably, 100% of the reviewers highlight their tech-savvy approach and ability to meet modern business needs.
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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RetailWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive DiMercurio Advisors as offering strong value for money, particularly in their understanding of specific accounting software like Xero. One client noted they spent under $10,000 while receiving efficient service and support, emphasizing the firm's modern approach and tech-savvy staff. The overall sentiment reflects satisfaction with the cost-effectiveness of their services, suggesting a good return on investment for businesses seeking specialized accounting solutions.Was this helpful?
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$1,000+$150 - $199 / hr10 - 49Austin, TX
Services provided
30% Accounting40% Fractional CFO Services20% BI & Big Data Consulting & SI +110% RecruitingFocus Areas
25% Management Accounting25% Bookkeeping25% Financial Accounting +125% Payroll ProcessingSee all 15 projectsParikh Financial is a comprehensive accounting service provider, offering bookkeeping, tax preparation, financial reporting, and CFO-level support. Reviewer feedback is overwhelmingly positive, with 100% highlighting their professionalism, efficiency, and value for money. Many clients (approximately 70%) specifically praise Parikh Financial's responsiveness and proactive communication, which have contributed significantly to their business success and operational excellence.
Reviews mention Knowledgeable
The feedback indicates a strong sentiment of knowledgeability regarding Parikh Financial. Clients noted their 'extensive knowledge' and ability to provide clear answers to accounting and tax-related queries. The CFO of Felix emphasized that the team posed 'pertinent queries' and demonstrated creativity and responsiveness in their approach. Overall, the reviews reflect a high level of confidence in the company's expertise and its effective management of complex accounting needs.-
Accounting for Healthcare Co
5.0 Oct 12, 2024The ease of use and assistance provided by GROWTH LOOP TECHNOLOGY, together with their extensive knowledge, are truly remarkable. They had the answers to any queries or worries I had regarding accounting or taxes.
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9 of 9 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 9 ReviewsAccounting PROJECT HIGHLIGHT
Accounting for Construction & Contracting Company
5.0 — Parikh Financial provides accounting services for a construction and contracting company. The team is responsible for the client's payroll, taxes, tax strategy, and annual filings. Read moreWas this helpful?
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$500 Small companies. Starting from $1,000 Medium companies. Starting from $1,500 Large companies. Starting fromView PackagesBookkeeping Package
Dedicated bookkeeping experts. Accurate monthly books and year-end tax-ready financial packages. P&L, balance sheet and 1099 reporting. Unlimited communication with your bookkeeping team.Was this helpful?
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$1,000+< $25 / hr10 - 49Deerfield, IL
Services provided
20% Accounting80% Back Office OutsourcingFocus Areas
50% Management Accounting50% Financial AuditSee all 5 projectsMedKloud Billing is an accounting services provider specializing in bookkeeping and tax preparation. They consistently exceed expectations, as evidenced by efficient management and timely delivery of financial reports and tax filings for over 20 clients. Approximately 100% of client feedback highlights their reliability, strong communication, and effective project management, with no noted areas for improvement.
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
Accounting Services for Data Analytics & Advisory Firm
5.0 — MedKloud Billing provided accounting services for a data analytics and advisory firm. The team managed daily bookkeeping, assisted with accounting management, and handled tax preparation. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
MedKloud Billing is consistently praised for offering good value for cost, with clients highlighting that their pricing aligns well with budget constraints. For example, one client noted that MedKloud's pricing fit their budget while delivering exceptional quality and support. Another client echoed this sentiment, stating that the company provided skilled talent that matched their operational needs without overspending. Overall, client feedback reflects a strong sentiment of satisfaction regarding the company's cost-effectiveness and value.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
10% Management Accounting30% Bookkeeping25% Financial Accounting +220% Payroll Processing15% Financial AuditSee 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 commend BookkeeperLive for their timeliness and responsiveness. One client highlighted that they completed business setup and delivered necessary certificates within two working days, stating, 'They are always on time and go one step ahead.' Another client noted their effectiveness in processing invoices promptly, ensuring expenses were accurately recorded each month. 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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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
Accounts Payable Services for Printing Company
5.0 — BookkeeperLive provides accounts payable services for a printing company. The team has processed invoices and managed communications. Read moreWas this helpful?
Industry Experience
BookkeeperLive has demonstrated expertise primarily in the Advertising & Marketing and Print Services industries, providing valuable services such as bookkeeping, tax preparation, and investment consulting. Clients commend their timely delivery, responsiveness, and strong communication skills. Overall sentiment in these industries is highly positive, highlighting the company's ability to align with client goals and add significant value through their comprehensive support and strategic insights.
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Advertising & marketing Other industriesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight BookkeeperLive's competitive pricing and strong value for money. One client noted that their selection was influenced by the company's 'good value for cost' and 'pricing fit our budget.' Another client echoed this sentiment, emphasizing BookkeeperLive's ability to deliver timely services while maintaining affordability. Overall, the feedback reflects a positive sentiment regarding the company's cost-effectiveness and alignment with client expectations.Was this helpful?
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$1,000+$50 - $99 / hr10 - 49Mamaroneck, NY
Services provided
60% Accounting20% IT Strategy Consulting10% Business Consulting +110% Financial ConsultingFocus Areas
20% Management Accounting20% Financial Accounting15% Bookkeeping +315% Fiduciary Accounting15% Financial Audit15% Forensic AccountingSee all 1 projectsAccount Prism is a professional accounting services firm specializing in financial analysis, management reporting, and revenue cycle management. With a team of 20, they effectively addressed financial challenges faced by clients, leading to improved performance and sustainable growth. Their services are praised for professionalism and responsiveness, with 100% positive feedback highlighting their strategic insights and actionable recommendations.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Financial Consulting & Accounting for Healthcare Company
5.0 — Account Prism provides financial consulting and accounting services for a healthcare company. They also provide revenue cycle management and management reporting support for the client. Read moreWas this helpful?
Industry Experience
Account Prism has demonstrated expertise in the healthcare industry, particularly in occupational medicine and urgent care. Feedback highlights their strengths in financial services, revenue cycle management, and management reporting, showcasing a positive impact on financial performance and operational efficiency. Clients appreciate their responsiveness and ability to integrate seamlessly with internal teams. Overall sentiment within the healthcare sector is highly favorable, indicating that they are a strong fit for organizations seeking improvement in financial management and operational strategies.
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HealthcareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Account Prism's competitive pricing and overall value for money. One client noted that their selection was primarily due to the company's pricing fitting their budget and providing good value. The collaborative approach and effective financial improvements further underscored the perceived value, as clients experienced enhanced financial performance while maintaining a lean internal team. Overall, sentiment regarding cost-effectiveness is positive, with clients appreciating both the affordability and quality of service.Was this helpful?
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Undisclosed$25 - $49 / hr2 - 9Indianapolis, IN
Services provided
100% AccountingFocus Areas
25% Management Accounting25% Bookkeeping25% Financial Accounting +125% Payroll ProcessingSee all 1 projects317 Bookkeeping is a specialized accounting services firm offering bookkeeping and financial advisory expertise. Reviewers consistently praise their prompt and meticulous service, with 100% positive feedback highlighting their organizational skills and advisory capabilities. Clients, such as a President of an electrical contractor company, emphasize the firm's exceptional performance in managing comprehensive bookkeeping tasks.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Electrical Contractor
5.0 — 317 Bookkeeping provides accounting services for an electrical contractor. The team handles the entire bookkeeping of the client's company. Read moreWas this helpful?
Industry Experience
317 Bookkeeping has demonstrated expertise in the construction industry, specifically serving electrical contractors. Clients appreciate their organizational support, prompt communication, and meticulous attention to detail. The overall sentiment reflects high satisfaction, with feedback highlighting the provider's ability to effectively manage bookkeeping tasks and deliver timely results. Potential clients in the construction sector seeking reliable bookkeeping services will likely find 317 Bookkeeping to be a strong fit.
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ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients appreciate 317 Bookkeeping's value for money, highlighting the exceptional service provided by Dan, which has led to significant organizational improvements. One client noted, 'Dan is by far one of the best decisions I made,' underscoring the positive impact on their business. The responsiveness and meticulousness of the team have also been commended, with clients expressing satisfaction that their investment in these services has yielded substantial returns.Was this helpful?
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$1,000+$300+ / hr10 - 49Teaneck, NJ
Services provided
40% Accounting40% Digital Asset Management20% Fractional CFO ServicesFocus Areas
10% Management Accounting30% Bookkeeping30% Financial Accounting +310% Financial Audit10% Forensic Accounting10% Payroll ProcessingSee all 2 projectsOnChain Accounting is a firm specializing in comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and financial advisory. According to reviews, 100% praised their strategic financial insights and proactive approach, highlighting a 15% annual tax savings and an 8% increase in profitability. Clients appreciate their timely project management, deep industry understanding, and exceptional responsiveness.
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
Accounting for Digital Growth Company
5.0 — OnChain Accounting provides accounting and financial management services for a digital growth company. The team handles bookkeeping, tax compliance, payroll management, and custom advisory services. Read moreWas this helpful?
Industry Experience
OnChain Accounting has demonstrated strong expertise in the Advertising & Marketing industry, particularly in crypto bookkeeping for digital agencies. Client feedback highlights their strengths in financial clarity, compliance, and tailored advisory services, resulting in significant cost savings and enhanced profitability. Overall sentiment is highly positive, indicating their effective project management and proactive support. This provider is well-suited for companies in digital growth and marketing sectors seeking comprehensive financial management solutions.
Read All ReviewsSelect Industry to see insights
Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have praised OnChain Accounting for providing good value for money, with feedback highlighting that their pricing fits budgetary constraints while delivering high-quality services. One client noted the firm's ability to identify tax savings, resulting in a 15% reduction in annual tax liability, which significantly enhanced perceived value. Overall sentiment reflects satisfaction with the cost-effectiveness of their comprehensive accounting services, along with a strong alignment of company values.Was this helpful?
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$1,000+< $25 / hr10 - 49Houston, TX
Services provided
25% Accounting25% Document Digitization & Management25% Ecommerce Marketing +125% Finance & Accounting Outsourcing (FAO)Focus Areas
25% Management Accounting25% Bookkeeping25% Financial Accounting +125% Payroll ProcessingSee all 6 projectsKeach Assistants is a company specializing in accounting services, including bookkeeping, tax preparation, financial reporting, and financial advisory. The reviews indicate a high level of satisfaction, with 100% of reviewers highlighting their prompt communication, efficiency, and proactive approach, and none expressing dissatisfaction. Clients particularly appreciate their attention to detail and commitment to excellence in financial management.
Reviews mention High-quality work
Clients consistently commend Keach Assistants for delivering high-quality work and demonstrating excellence in their services. One client highlighted their effective management of complex business processes, stating that Keach Assistants provides 'good-quality services for a cost-effective price' and is 'excellent' in meeting documentation requirements. Their proactive communication and timely delivery further reinforce the positive sentiment, with clients expressing confidence in their capabilities and a seamless partnership.-
Accounting Services for Floral Design Company
5.0 Jul 28, 2024Keach Assistants provides good-quality services for a cost-effective price. Although I can’t share concrete metrics, I know what excellence looks like, and they're excellent. I’m comfortable that their side of the business is taken care of.
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3 of 3 Accounting reviews are 5 stars3 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 3 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Consulting Company
5.0 — A consulting company has hired Keach Assistants for accounting and CPA services. The team handles the client's business's accounting, bookkeeping, and financial activities. Read moreWas this helpful?
Industry Experience
Keach Assistants has demonstrated expertise across various industries, including Consulting, Financial Services, and Design. Clients commend their efficiency, attention to detail, and proactive communication. The firm has effectively provided accounting and financial services to consulting firms, maintained financial records for fintech companies, and supported small businesses in the design sector. Overall, they are well-regarded for their value, alignment with client values, and ability to handle complex financial tasks, making them a strong choice for companies in these industries.
Read All ReviewsSelect Industry to see insights
Consulting Financial services DesignWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Keach Assistants' competitive pricing and strong value for money. One review noted that their pricing fit the client's budget while providing excellent service quality. Another client emphasized the cost-effectiveness of their offerings, stating they deliver quality services for a reasonable price. Overall, the sentiment reflects satisfaction with the company’s affordability and the alignment of their values with clients' needs.Was this helpful?
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$1,000+< $25 / hr10 - 49Truckee, CA
Services provided
10% Accounting30% PEO/Employee Leasing30% Recruiting +310% Executive Search10% Finance & Accounting Outsourcing (FAO)10% IT Staff AugmentationFocus Areas
20% Management Accounting40% Bookkeeping20% Financial Accounting +120% Payroll ProcessingSee all 3 projectsTeamswell is a staffing and recruitment company known for providing high-quality development and talent acquisition solutions. They excel in integrating skilled developers into client teams, enhancing both project efficiency and product quality. The reviews show consistent satisfaction, with 100% of clients highlighting their responsiveness and cultural alignment, and 66% noting rapid candidate sourcing.
Reviews mention Great project management
Clients have praised Teamswell for their exceptional project management, highlighting their dependability and timely delivery. One client noted that the contractors consistently communicate clearly and proactively address any blockers, seamlessly integrating with internal teams. This responsiveness and ownership of work have significantly contributed to the project's success, making the collaboration efficient and effective. Overall, the sentiment reflects strong satisfaction with Teamswell's project management capabilities.-
Development Staff Augmentation for Software Company
5.0 Jul 3, 2025The contractors we've worked with through TeamsWell have been dependable and consistent with their project management. They deliver on time, communicate clearly, and respond quickly when our priorities shift. They’re proactive about raising blockers and checking in on progress, and they take real ownership of their work. They operate seamlessly with our internal team and have become an integral part of our R&D function.
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Industry Experience
Teamswell exhibits strong expertise in the Software, Design, and Manufacturing industries. In Software, they excel at modernizing ERP systems and improving user experience, receiving positive feedback for timely delivery and proactive communication. In Design, they successfully integrated talented developers, enhancing web project efficiency and quality. In Manufacturing, they quickly sourced qualified candidates, demonstrating effective recruitment processes. Overall, Teamswell is regarded positively across all sectors, with clients highlighting their collaborative culture and project management strengths.
Read All ReviewsSelect Industry to see insights
Software Design ManufacturingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise Teamswell for their competitive pricing and overall value for money. One client highlighted that Teamswell's pricing fit their budget and offered 'good value for cost.' Another noted the efficiency of their hiring process, underscoring a 'cost-effective hiring solution.' Overall, the sentiment reflects satisfaction with the balance between cost and quality, indicating that clients feel they receive significant value relative to their investment.Was this helpful?
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$1,000+$200 - $300 / hr2 - 9Windsor, CO
Services provided
20% Accounting20% Business Valuation Services20% Finance & Accounting Outsourcing (FAO) +220% Financial Consulting20% Fractional CFO ServicesFocus Areas
10% Management Accounting60% Financial Accounting10% Bookkeeping +210% Forensic Accounting10% Payroll ProcessingSee all 1 projectsCultivate CPA PC is an accounting services firm specializing in tax preparation and financial advisory. Reviews highlight their effective communication and work ethic, with clients experiencing reduced tax liability and business growth. A satisfied client noted their responsiveness and compliance expertise, with no areas for improvement mentioned. Overall, feedback is overwhelmingly positive.
Industry Experience
Cultivate CPA PC has received positive feedback primarily from the construction industry, specifically from clients like New Day Excavating LLC. They are recognized for their expertise in tax filing and business growth strategies, demonstrating a strong impact by minimizing tax liabilities and facilitating business growth. Their strengths include effective communication and responsiveness. Overall, they have established a strong reputation for delivering value and aligning with client needs, making them a suitable choice for businesses in the construction sector.
Read All ReviewsSelect Industry to see insights
ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Cultivate CPA PC's competitive pricing and strong value for money. One client noted that the company's pricing fit their budget and provided good value relative to the services rendered, which included tax filing and business growth support. Overall sentiment indicates satisfaction with the cost-effectiveness of their offerings, as clients appreciate the alignment of service quality with financial expectations.Was this helpful?
$5,000 Small Business Owner w/Net Income $200k-$500k $10,000 Business Owner/Investor w/Net Income $500k-$1.5mm $20,000 Business Owner/Investor w/Net Income $1.5mm+View PackagesTax Planning to Reduce Your Tax Bill by $20k-$1mm+
Tax Planning is the process of: • Evaluating your current and future income, assets, and life situation, • Along with your wealth-building goals, future income, retirement, and estate plans, • To prepare a strategic plan to position you to • Accelerate your wealth creation and • Result in the lowest tax liability.Was this helpful?
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
50% Accounting50% Financial Advising & PlanningFocus Areas
20% Management Accounting20% Bookkeeping20% Financial Accounting +220% Financial Audit20% Payroll ProcessingSee all 1 projectsBaharestani & Ritt LLP is an accounting firm specializing in Tax Preparation and Financial Analysis. With over 20 years of service, 100% of reviewers highlight their efficiency and comprehensive understanding of tax laws, reflecting a strong reputation in accurate and organized tax filing. Notably, clients frequently commend their attention to detail and reliable service.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Management Services for Hospitality & Leisure Company
5.0 — Baharestani & Ritt LLP has provided accounting services for a hospitality and leisure company. They are tasked with managing the client's finances and taxes. Read moreWas this helpful?
Industry Experience
Baharestani & Ritt LLP demonstrates strong expertise in the Hospitality & Leisure industry, evidenced by long-term client relationships and comprehensive tax services. Clients commend their efficiency, detailed tax returns, and adherence to current tax laws, resulting in high satisfaction. Overall, the firm's proactive approach and depth of knowledge make them a beneficial partner for businesses within this sector.
Read All ReviewsSelect Industry to see insights
Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently commend Baharestani & Ritt LLP for their exceptional value and cost-effectiveness. One long-term client noted their comprehensive and organized tax return services, emphasizing the firm's efficiency and adherence to current tax laws. The sentiment is overwhelmingly positive, with clients expressing satisfaction in the firm's ability to exceed expectations, indicating that the cost aligns well with the quality of service provided.Was this helpful?
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$5,000+Undisclosed250 - 999Knoxville, TN
Services provided
80% Accounting10% Business Consulting10% IT Strategy ConsultingFocus Areas
20% Management Accounting60% Financial Accounting20% Financial AuditFounded in 1983, PYA is an Accounting company. The firm offers Accounting and IT strategy consulting.
Read more -
$1,000+$25 - $49 / hr50 - 249Stamford, CT
Services provided
30% Accounting40% Finance & Accounting Outsourcing (FAO)20% Logistics & Supply Chain Consulting +110% Business ConsultingFocus Areas
20% Management Accounting40% Financial Accounting20% Financial Audit +215% Bookkeeping5% Payroll ProcessingExpertise Accelerated, a Finance & Accounting Outsourcing (FAO) company, was established in 2020. The midsize team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$25,000+Undisclosed50 - 249Santa Clara, CA
Services provided
100% AccountingFocus Areas
33% Management Accounting34% Financial Accounting33% Financial AuditAccounting company RightRev is in Santa Clara, California. Their services include Accounting.
Read more -
$1,000+$25 - $49 / hr50 - 249Newport Beach, CA
Services provided
95% Accounting3% Finance & Accounting Outsourcing (FAO)2% Financial Advising & PlanningFocus Areas
50% Management Accounting50% BookkeepingFounded in 2019, Cube Accounting Solutions is an Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed250 - 999Palo Alto, CA
Services provided
40% Accounting40% Finance & Accounting Outsourcing (FAO)20% Fractional CFO ServicesFocus Areas
100% Management AccountingZeni, a Finance & Accounting Outsourcing (FAO) company, is headquartered in Palo Alto, California. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Cleveland, OH
Services provided
80% Accounting20% Fractional CFO ServicesFocus Areas
15% Management Accounting20% Payroll Processing15% Bookkeeping +415% Fiduciary Accounting15% Financial Accounting15% Forensic Accounting5% Financial AuditEstablished in 2012, airCFO, a midsize Accounting company, is headquartered in Cleveland, Ohio. Their services include Accounting and Fractional CFO Services.
Read more -
UndisclosedUndisclosed50 - 249Bloomington, MN
Services provided
65% Accounting15% Finance & Accounting Outsourcing (FAO)10% Business Consulting +110% Financial ConsultingFocus Areas
10% Management Accounting33% Financial Accounting30% Financial Audit +317% Bookkeeping5% Fiduciary Accounting5% Forensic AccountingBoyum Barenscheer is a Bloomington, Minnesota-based Accounting company. Founded in 1975, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed1,000 - 9,999Wichita, KS
Services provided
50% Accounting25% Business Consulting15% Finance & Accounting Outsourcing (FAO) +110% CybersecurityFocus Areas
16% Management Accounting20% Financial Audit16% Fiduciary Accounting +416% Financial Accounting16% Forensic Accounting8% Bookkeeping8% Payroll ProcessingFORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
Read moreSee All Locations (73)Wichita, KS
1551 Waterfront Parkway Suite 300
Wichita, KS 6720650 - 75
316-265-2811
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UndisclosedUndisclosed250 - 999Woburn, MA
Services provided
30% Accounting30% Finance & Accounting Outsourcing (FAO)20% Business Consulting +210% Financial Advising & Planning10% Financial ConsultingFocus Areas
25% Management Accounting25% Bookkeeping25% Financial Accounting +125% Financial AuditAnalytix Finance & Accounting is a Finance & Accounting Outsourcing (FAO) company launched in 2006. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Horsham, PA
Services provided
100% AccountingFocus Areas
30% Management Accounting30% Financial Accounting30% Financial Audit +110% BookkeepingFounded in 1975, Kreischer Miller is an Accounting company. The firm provides Accounting, and is midsize.
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$1,000+Undisclosed10 - 49New York, NY
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)Focus Areas
40% Management Accounting30% Financial Accounting20% Bookkeeping +110% Payroll ProcessingThe A Team is a New York, New York-based Finance & Accounting Outsourcing (FAO) and Accounting company. They offer Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10,000+New York, NY
Services provided
25% Accounting25% Business Consulting25% Commercial Financing +125% Financial Advising & PlanningFocus Areas
10% Management Accounting20% Fiduciary Accounting20% Financial Accounting +320% Financial Audit20% Forensic Accounting10% BookkeepingDeloitte is a large Business Consulting company based in Toronto, Canada and New York, New York. Their services include Business Consulting and Commercial Financing.
Read moreSee All Locations (3)New York, NY
30 Rockefeller Plaza
New York, NY 10112Was this helpful?
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Undisclosed< $25 / hr50 - 249San Francisco, CA
Services provided
65% Accounting25% Finance & Accounting Outsourcing (FAO)5% Fractional CFO Services +15% Tax LawFocus Areas
20% Management Accounting55% Bookkeeping15% Financial Accounting +110% Payroll ProcessingLocated in San Francisco, California, mesha is an Accounting company. They specialize in Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2020.
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UndisclosedUndisclosed50 - 249Coral Springs, FL
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)Focus Areas
15% Management Accounting15% Bookkeeping15% Financial Accounting +415% Financial Audit15% Forensic Accounting15% Payroll Processing10% Fiduciary AccountingUnison Globus is a midsize Coral Springs, Florida-based Finance & Accounting Outsourcing (FAO) and Accounting company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
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List of the Top 15 Management Accounting Services
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UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
30.9/40.016.2/20 Reviews8.4/10 Clients & Experience6.3/10 Market PresenceService focus
35% Accounting25% Management Accounting65% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting40% Management Accounting80% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting10% Management Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting20% Management Accounting60% Other -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting10% Management Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting15% Management Accounting50% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting30% Management Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Houston, TX
Ability to deliver
28.7/40.016.4/20 Reviews6/10 Clients & Experience6.3/10 Market PresenceService focus
75% Accounting20% Management Accounting25% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting20% Management Accounting65% Other -
$1,000+$100 - $149 / hr2 - 9Woodbridge, VA
Ability to deliver
30.4/40.016.2/20 Reviews8.6/10 Clients & Experience5.5/10 Market PresenceService focus
70% Accounting20% Management Accounting30% Other -
$10,000+$150 - $199 / hr10 - 49Fort Worth, TX
Ability to deliver
26.6/40.016.2/20 Reviews1.7/10 Clients & Experience8.8/10 Market PresenceService focus
50% Accounting25% Management Accounting50% Other -
UndisclosedUndisclosed2 - 9Salt Lake City, UT
Ability to deliver
29.3/40.016.8/20 Reviews6.6/10 Clients & Experience5.8/10 Market PresenceService focus
45% Accounting10% Management Accounting55% Other -
UndisclosedUndisclosed50 - 249Phoenix, AZ
Ability to deliver
25.7/40.016.4/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting15% Management Accounting50% Other -
UndisclosedUndisclosed10 - 49Columbia, MD
Ability to deliver
21.5/40.016.2/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Accounting50% Management Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49North Attleborough, MA
Ability to deliver
23.6/40.016.6/20 Reviews2.1/10 Clients & Experience5/10 Market PresenceService focus
60% Accounting30% Management Accounting40% Other -
$5,000+$200 - $300 / hr2 - 9Oak Park, IL
Ability to deliver
25.8/40.016.8/20 Reviews3.3/10 Clients & Experience5.7/10 Market PresenceService focus
40% Accounting30% Management Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9New York, NY
Ability to deliver
24.4/40.016.2/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
80% Accounting33% Management Accounting20% Other -
$5,000+$150 - $199 / hr2 - 9Irvine, CA
Ability to deliver
26/40.016.2/20 Reviews5.2/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting15% Management Accounting50% Other -
UndisclosedUndisclosed10 - 49Mechanicsburg, PA
Ability to deliver
25.2/40.016.2/20 Reviews3.3/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting10% Management Accounting -
$1,000+$50 - $99 / hr10 - 49Denver, CO
Ability to deliver
24.1/40.016.4/20 Reviews2.4/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting10% Management Accounting -
$5,000+$50 - $99 / hr10 - 49Maynard, MA
Ability to deliver
25/40.016.2/20 Reviews4.8/10 Clients & Experience4/10 Market PresenceService focus
25% Accounting25% Management Accounting75% Other -
UndisclosedUndisclosed50 - 249Portland, OR
Ability to deliver
25.1/40.016.2/20 Reviews2.2/10 Clients & Experience6.7/10 Market PresenceService focus
20% Accounting20% Management Accounting80% Other -
$1,000+$25 - $49 / hr10 - 49Roseville, CA
Ability to deliver
23.7/40.016.2/20 Reviews1.3/10 Clients & Experience6.1/10 Market PresenceService focus
50% Accounting10% Management Accounting50% Other -
UndisclosedUndisclosed10 - 49Orlando, FL
Ability to deliver
22.5/40.016.2/20 Reviews0.7/10 Clients & Experience5.5/10 Market PresenceService focus
80% Accounting20% Management Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Austin, TX
Ability to deliver
23.3/40.017/20 Reviews1.3/10 Clients & Experience4.9/10 Market PresenceService focus
30% Accounting25% Management Accounting70% Other -
$1,000+< $25 / hr10 - 49Deerfield, IL
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Accounting50% Management Accounting80% Other -
$1,000+Undisclosed10 - 49Dallas, TX
Ability to deliver
22.3/40.016.6/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Accounting10% Management Accounting50% Other -
Undisclosed$50 - $99 / hr2 - 9New York, NY
Ability to deliver
23.5/40.017/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
25% Accounting30% Management Accounting75% Other -
$1,000+$150 - $199 / hr50 - 249San Diego, CA
Ability to deliver
24.6/40.016/20 Reviews2.1/10 Clients & Experience6.5/10 Market PresenceService focus
15% Accounting15% Management Accounting85% Other -
$1,000+$50 - $99 / hr10 - 49Mamaroneck, NY
Ability to deliver
20.4/40.016.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
60% Accounting20% Management Accounting40% Other
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