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Top Tax Preparation Services in the United States

Ratings Updated: September 24, 2026

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George Dimov, CPA

4.8 37 reviews

Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

New York, NY

Services provided

85% Accounting

15% Tax Law

Focus Areas

45% Tax Preparation

25% Tax Consulting

10% Corporate Tax Services +3

10% Tax Audit

5% Cryptocurrency Tax Services

5% International Tax Services

George Dimov, CPA is a distinguished accounting services firm specializing in tax preparation, bookkeeping, financial reporting, and business auditing. With a high client satisfaction rate, approximately 90% of reviews highlight their problem-solving capabilities, responsiveness, and thorough approach. Clients commend their cost-effective services and ability to meet deadlines, although some note room for improvement in communication efficiency.

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Reviews mention Attentive
Clients have consistently praised George Dimov, CPA for their attentiveness and helpfulness. One client noted the impressive speed and diligence of the team, stating they felt secure with their taxes in their hands. The client highlighted the team's knowledge and the effective communication, which contributes to an efficient workflow. Overall, the sentiment is overwhelmingly positive, reflecting satisfaction with the attentive service provided.

Tax Filing & Payment for Content Creator

5.0 Jul 22, 2020

The attentiveness & helpfulness of George which has filtered down to the same standard within his team - very knowledgeable and I felt secure with my taxes being in the right hands.
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13 of 14 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read more
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Average Project Cost Breakdown

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

What Clients Have Said
Overall, clients have expressed mixed sentiments regarding the cost and value for money of George Dimov, CPA's services. While some reviews highlight good value and effective cost management, such as a client noting that pricing fit their budget and provided excellent returns, others criticized the quality of service post-engagement, indicating a drop in responsiveness and technical competence after payment. Clients appreciate transparent billing structures and fair rates, yet concerns about inconsistent communication and service delivery persist.
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New York City, New York (5) Middletown, Delaware (1) Fort Lauderdale, Florida (1) Miami, United States (1) Bethesda, Maryland (1) Austin, Texas (1) Hamden, Connecticut (1) Los Angeles, California (1) Boston, Massachusetts (1) Oakton, United States (1)

This provider is fluent in 12 languages:

English

Mandarin

Spanish

Arabic

Hindi

Russian

Korean

Turkish

Vietnamese

Urdu

Ukrainian

Cantonese

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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CoCountant

4.9 12 reviews

Premier Verified Clutch Guarantee

$1,000+

Undisclosed

50 - 249

Cambridge, MA

Services provided

75% Accounting

25% Finance & Accounting Outsourcing (FAO)

Focus Areas

100% Tax Preparation

CoCountant is an accounting services provider specializing in comprehensive bookkeeping, financial reporting, and tax preparation. The company is praised for its responsiveness and attention to detail, with approximately 100% of reviews highlighting their reliability and timely communication. While areas for improvement include real-time communication methods and enhanced data visualization, clients commend their ability to provide structured, controller-level oversight.

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Reviews mention Open to feedback
CoCountant demonstrates a strong openness to feedback, as highlighted by a client who noted the team's responsiveness and integration of constructive suggestions. The client commended the team's reliability and attention to detail, stating that feedback is considered and applied appropriately, leading to continuous service improvements. Overall, the sentiment reflects a high level of satisfaction with CoCountant's commitment to client needs and adaptability.

Bookkeeping & Financial Consulting for VoIP Services Company

5.0 Apr 13, 2026

The senior team responds to feedback and the service continuously improves as a result. We have been very happy with our bookkeeping services and any time we've given them constructive feedback they consider it and integrate the feedback as appropriate. We don't have any area of improvement at this time.
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3 of 4 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Tax Filing Services for SaaS Data Company
5.0 — CoCountant provides accounting services for a SaaS data company. The team handles end-to-end financial accounting, monthly closing, financial statement preparation, A/R management, and sales tax Read more
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight CoCountant's competitive pricing and strong value for money. For instance, one client noted their selection was based on 'pricing fit our budget' and 'good value for cost.' Another client emphasized the 'awesome' cost-to-value ratio, stating they received high-quality work and timely deliverables. Overall, clients express satisfaction with the affordability of services, which effectively meet their financial management needs, contributing to a positive sentiment about the company's pricing strategy.
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$160 Launch $460 Scale $1,270 Command

Controller-led finance on subscription
Pick the level of controller oversight that matches your complexity – upgrade anytime. $160 - Launch: Impeccably clean audit-ready books, signed-off with controller oversight. $460 - Scale: GAAP-perfect books, automated payroll + A P. $1270 -Command: Fractional finance team with Unlimited Ops-Finance and Pulse FP&A.
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indinero

4.9 20 reviews

Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Walnut, CA

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1

5% Compliance Consulting

Focus Areas

40% Tax Preparation

20% Tax Consulting

10% Corporate Tax Services +3

10% Cryptocurrency Tax Services

10% International Tax Services

10% Tax Audit

Indinero is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and fractional CFO services. Reviews indicate high satisfaction, emphasizing their responsiveness, professionalism, and ability to simplify complex financial tasks. A significant 100% of reviewers praise their project management skills, communication, and the tangible financial insights provided, with no notable areas for improvement identified.

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15 of 15 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Financial Services Firm
5.0 — Indinero has helped a financial services company restructure their QuickBooks, build budgeting and forecasting processes, and manage multistate tax filings across 25 states as they continue scaling Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (10) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Indinero has received positive feedback regarding its cost-effectiveness and overall value. Clients frequently highlighted that their pricing aligns well with budgets, providing good value for the services rendered. For instance, one client noted that Indinero's 'pricing fit our budget' and emphasized the 'good value for cost.' Another client appreciated the 'flexible pricing' structure, indicating satisfaction with the financial arrangement. Overall, clients feel they receive high-quality service that justifies the investment.
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More responsive than most other service providers

indinero is very responsive
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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)

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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Hiline

5.0 3 reviews

Premier Verified

Undisclosed

Undisclosed

50 - 249

Syracuse, NY

Services provided

40% Accounting

30% Finance & Accounting Outsourcing (FAO)

20% HR Outsourcing +1

10% Back Office Outsourcing

Focus Areas

30% Tax Preparation

20% Corporate Tax Services

20% Value Added Tax (VAT) Services +2

15% Cryptocurrency Tax Services

15% Tax Consulting

Hiline is an accounting services firm specializing in bookkeeping, tax preparation, financial statement preparation, and fractional CFO services. Reviews indicate a 100% positive feedback rate, highlighting their timely project delivery, strong expertise in e-commerce, and proactive approach. Their services range from tax filings and compliance to HR management and financial reporting, demonstrating high responsiveness and competency.

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Reviews mention Timely
Overall, the sentiment regarding Hiline's timeliness is overwhelmingly positive across client feedback. Clients consistently commend Hiline for delivering on time, with one client noting their tax returns were filed punctually, resulting in cost savings and efficiencies. Another client highlighted a significant reduction in time spent on back-office tasks, attributing their smooth operations to Hiline's reliable and timely service. Communication is reported to be effective, with clients appreciating Hiline's proactive approach and responsiveness.

Accounting for Code Scanning Company

5.0 Feb 18, 2026

Hiline's work resulted in on-time tax returns filing, cost savings, and efficiencies. Hiline's project management was excellent; they delivered on time. We communicated via virtual meetings, emails, and messaging apps.
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Back-Office Outsourcing for AI Platform Company

5.0 Dec 19, 2025

Hiline delivers on time. We communicate via email and messaging apps.
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Fractional CFO, Accounting & HR Services for Food Company

5.0 Mar 10, 2025

The Hiline team is very responsive and available. Always on time and highly competent.
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1 of 1 Tax Preparation reviews is 5 stars

1 new review for Tax Preparation in past 6 months

Unknown avg. project cost

Tax Preparation Experience

Hiline has received overwhelmingly positive feedback in the Tax Preparation service, with 100% of clients expressing satisfaction with their expertise and proactive approach. Reviewers highlight their effectiveness in ensuring timely tax return filings and significant cost savings. Clients value Hiline's excellent project management and communication strategies, indicating a strong cultural fit. Overall, Hiline demonstrates a solid reputation for delivering impactful results and maintaining strong client relationships.
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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Hiline's excellent value for money, noting their pricing aligns well with budgetary constraints. For instance, one CEO praised Hiline for their pricing fit and high ratings, which influenced their choice. Additionally, clients report significant time savings and enhanced operational clarity, attributing these efficiencies to Hiline's proactive approach and timely deliveries. Overall, the sentiment towards Hiline's cost-effectiveness and service quality is overwhelmingly positive.
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$495 Bookkeeping - automated finances $1,395 Bookkeeping Plus for growing companies $2,895 Controller Services for future-focused operations

Core Accounting Services
Hiline's Core Accounting Services deliver expert financial operations with dedicated bookkeeping teams, daily transaction management, and custom reporting. We handle your financial foundation so you can focus on growing your business.
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KDG

4.7 44 reviews

Premier Verified Clutch Guarantee

$5,000+

$200 - $300 / hr

10 - 49

Allentown, PA

Services provided

20% Accounting

25% Custom Software Development

20% IT Managed Services +3

15% UX/UI Design

10% Low/No Code Development

10% Web Design

Focus Areas

40% Tax Preparation

40% Tax Consulting

20% Tax Audit

KDG is a versatile company providing accounting services, including bookkeeping, financial reporting, and tax preparation, with a strong focus on leveraging Zoho applications. Reviewers consistently praise their exceptional project management and communication skills, with 100% noting improved efficiency and satisfaction. While initial adaptation may present challenges, KDG's dedication to client success and flexibility is uniformly acknowledged.

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Reviews mention Collaborative
Clients consistently highlight KDG's collaborative approach as a significant strength. One client noted that KDG's team engaged in 'long discussions' to fully understand their niche requirements, leading to a user-friendly solution. Another client praised the project management style, emphasizing clear communication and adaptability. The overall sentiment reflects satisfaction, with clients describing KDG as a 'true partner' and expressing appreciation for their attentiveness and flexibility throughout the project lifecycle.

Custom Web App Dev for Medical Technology Co.

5.0 Aug 11, 2020

We meet weekly to go over progress. As they were building the solution, the KDG team would send out versions of it. We’d look at, test, and comment on it in a collaborative approach. They’ve been a true partner, and we’ve worked together very nicely.
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Proprietary CRM Solution Dev for Consulting Company

5.0 Oct 10, 2025

Brandyn has been a consistently strong developer who is steady, solution-oriented, and highly responsive. I’ve worked closely with him over the years, and he is always quick to jump in with a hotfix or help troubleshoot any deployment issues that arise. His collaborative approach makes him a true asset to every project. Together, Kalyn and Brandyn have helped us build and refine software that continues to meet the evolving needs of our clients.
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2 of 4 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping Services for Diversified Equipment Manufacturer
5.0 — KDG provides accounting and bookkeeping services for a diversified equipment manufacturer. They help the business reconcile their expenses and keep track of their books, receivables, and payables Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (11) $50,000 to $199,999 (8) Less than $10,000 (6) $200,000 to $999,999 (3) $1,000,000 to $9,999,999 (3)

What Clients Have Said
KDG has received mixed feedback regarding their cost and value for money. Many clients praised their competitive pricing and perceived value, with one stating, "KDG was significantly less than their competition, with the whole site costing us around $50,000." However, some reviews highlighted instances of project overruns, with one client remarking on a budget that tripled due to delays. Overall, while KDG is often seen as a strong partner providing good service, some clients felt that costs could escalate unexpectedly.
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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)

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Afrishore BPO

5.0 3 reviews

Premier Verified

$5,000+

< $25 / hr

1,000 - 9,999

Dallas, TX

Services provided

10% Accounting

50% Call Center Services

35% Customer Service Outsourcing +1

5% Marketing Strategy

Focus Areas

20% Tax Preparation

50% Corporate Tax Services

20% Value Added Tax (VAT) Services +1

10% Tax Audit

Afrishore BPO is a business process outsourcing company specializing in lead generation, customer service, and back-office functions. Across their reviews, clients consistently praise their professionalism, timely delivery, and alignment with company values, with 100% reporting satisfaction and no areas for improvement. Approximately 67% of reviews highlight their excellent project management and communication skills.

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Reviews mention Exceptional performance
Clients have expressed exceptional satisfaction with Afrishore BPO's services, highlighting their impressive customer service support that led to 100% client retention and positive feedback. One client noted the team's warm and friendly demeanor, stating that their level of service and care is exceptional. They appreciated the alignment of company values and culture, which contributed to a successful partnership. Overall, the sentiment reflects a strong endorsement of Afrishore BPO's performance and commitment to client success.

Customer Service Outsourcing for Fitness Startup

5.0 Mar 6, 2026

The measurable outcomes from the project that demonstrate progress or success include 100% client retention and some clients being upselled by the Afrishore team. The great client feedback further highlights their exceptional performance. They delivered the entire scope of the project in the timelines that were agreed upon and even were open to adding in new deliverables as the project went on.
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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Afrishore BPO's competitive pricing and excellent value for money. One COO noted their pricing fit within budget while providing impressive results and professionalism. Similarly, a CEO emphasized that Afrishore's services met benchmarks for cost-effectiveness and quality. A founder of a fitness startup appreciated their good value for cost and alignment with company values. Overall, feedback reflects satisfaction with the balance of cost and service quality.
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South Africa (1) United States (1) England (1)

This provider is fluent in 6 languages:

English

French

Portuguese

German

Italian

Dutch

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Dallas, TX

4615 Briar Oaks Circle
Dallas, TX 75287
2 - 5

+27 101 095 888

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1-800Accountant

4.5 31 reviews

Verified

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

100% Accounting

Focus Areas

60% Tax Preparation

40% Tax Consulting

1-800Accountant is an accounting services firm specializing in bookkeeping, CPA, tax preparation, and financial advisory. Reviews highlight their affordability, responsiveness, and comprehensive tax management, with over 90% of clients expressing satisfaction. Clients appreciate their friendly approach and timely communication, with no significant areas for improvement noted.

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Reviews mention Communicative
Clients have consistently praised 1-800Accountant for their exceptional communication skills. One client noted their 'great communication' and availability for guidance without additional costs, highlighting their responsiveness to queries. The firm's ability to maintain accountability and adhere to budgets and schedules further reinforces this sentiment. Overall, the feedback reflects a strong appreciation for the company's communicative approach, contributing significantly to client satisfaction.

Tax Management & Consultancy for Medical Dosimetry Provider

5.0 Jan 12, 2022

Their communication is great and they’re always available to provide us with guidance at no additional costs. They’re also consistent in sticking to our budget and schedule, and they hold themselves accountable for everything that they do. We typically communicate through phone calls and the messaging board on their accounting software.
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Average Project Cost Breakdown

Less than $10,000 (5)

What Clients Have Said
Clients generally perceive 1-800Accountant as offering good value for money, frequently highlighting the company's pricing as fitting their budgets. For instance, one client noted the 'good value for cost' and another emphasized their 'cost-effective solutions' and responsiveness. However, there are contrasting views, as one reviewer criticized the overall service quality despite the competitive pricing, indicating that value can vary significantly based on individual experiences.
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More responsive than most other service providers

1-800Accountant is very responsive
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$209 Best for businesses that need essential year-round $249 Tax prep, strategy, and bookkeeping tools. $419 Full-service bookkeeping plus Core Accounting.

Business Accounting Package
Flat-rate accounting packages for small businesses, freelancers, and entrepreneurs. From year-round tax advisory to full-service bookkeeping and tax preparation, we have a plan for every stage of business. No hourly fees, no surprises.
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Accounting Freedom, Ltd.

5.0 1 review

Verified

$5,000+

Undisclosed

10 - 49

Mundelein, IL

Services provided

100% Accounting

Focus Areas

100% Tax Preparation

At Accounting Freedom, we specialize in providing reliable and personalized accounting, tax, and payroll solutions for small businesses with annual revenue up to $20 million. With decades of
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$550 Small serviced based businesses. $1,099 Companies over $1M in annual revenue. $3,000 +$4M revenue, complex accounting

Small Business Packages
The goal of our Small Business Packages is to provide innovative small business solutions that help you more effectively manage your finances, allowing you to grow your business and spend your valuable time focusing on what matters most to you.
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Dark Horse CPAs

Not yet reviewed

Verified

$1,000+

$300+ / hr

50 - 249

Encinitas, CA

Services provided

50% Accounting

40% Finance & Accounting Outsourcing (FAO)

10% Financial Advising & Planning

Focus Areas

40% Tax Preparation

30% Corporate Tax Services

13% Tax Consulting +4

6% Cryptocurrency Tax Services

5% International Tax Services

5% Tax Audit

1% Value Added Tax (VAT) Services

Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.
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More responsive than most other service providers

Dark Horse CPAs is very responsive
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Badger CPA

Not yet reviewed

Verified

$5,000+

Undisclosed

50 - 249

San Antonio, TX

Services provided

100% Accounting

Focus Areas

100% Tax Preparation

Badger CPA, a midsize Accounting company, is based in San Antonio, Texas. Their services include Accounting.
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More responsive than most other service providers

Badger CPA is very responsive
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Manay CPA

Not yet reviewed

Verified

Undisclosed

Undisclosed

50 - 249

Marietta, GA

Services provided

45% Accounting

20% Financial Advising & Planning

15% Business Consulting +3

10% HR Consulting

5% Commercial Financing

5% PEO/Employee Leasing

Focus Areas

20% Tax Preparation

20% Cryptocurrency Tax Services

20% International Tax Services +2

20% Tax Audit

20% Tax Consulting

Manay CPA is an Accounting company based in Marietta, Georgia and Atlanta, Georgia. Their services include Accounting and Financial Advising & Planning.
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More responsive than most other service providers

Manay CPA is very responsive
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myVA360

Not yet reviewed

Verified

$1,000+

< $25 / hr

10 - 49

Miami, FL

Services provided

10% Accounting

30% Back Office Outsourcing

25% Customer Service Outsourcing +2

25% Social Media Marketing

10% Graphic Design

Focus Areas

15% Tax Preparation

15% Corporate Tax Services

15% Cryptocurrency Tax Services +4

15% International Tax Services

15% Tax Audit

15% Tax Consulting

10% Value Added Tax (VAT) Services

MyVA360 is a Back Office Outsourcing company. They provide Back Office Outsourcing and Customer Service Outsourcing and were established in 2019.
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Rise Accounting

4.9 30 reviews

Verified

Undisclosed

Undisclosed

50 - 249

Charlotte, NC

Services provided

25% Accounting

25% Finance & Accounting Outsourcing (FAO)

25% Financial Advising & Planning +1

25% Fractional CFO Services

Focus Areas

25% Tax Preparation

25% Corporate Tax Services

25% International Tax Services +1

25% Value Added Tax (VAT) Services

Rise Accounting is a comprehensive accounting services firm offering bookkeeping, payroll, tax preparation, financial reporting, and financial advisory services. With approximately 100% positive feedback, clients consistently praise their responsiveness, professionalism, and timely delivery. Notably, 80% of reviewers highlight their competitive pricing and strong communication as standout features.

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7 of 7 Tax Preparation reviews are 5 stars

7 new reviews for Tax Preparation in past 6 months

Less than $10,000 avg. project cost

Tax Preparation Experience

Rise Accounting has received overwhelmingly positive feedback for their Tax Preparation services, with 100% of reviewers indicating satisfaction. Key themes include exemplary communication, timely delivery, and a reduction in errors by 50% noted by one client. Clients consistently praise the firm's knowledge and responsiveness, highlighting their ability to streamline accounting processes and save on tax expenses. Overall, the sentiment reflects a strong trust in Rise Accounting's expertise and impact on various financial tasks.
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Average Project Cost Breakdown

Less than $10,000 (7) $10,000 to $49,000 (3)

What Clients Have Said
Clients consistently highlight Rise Accounting's competitive pricing and excellent value for money. Positive feedback includes remarks such as 'pricing fit our budget' and 'good value for cost,' indicating satisfaction with the services provided relative to their expenses. Many clients noted the company's responsiveness and timely delivery, which further enhances their perceived value. Overall, the sentiment is overwhelmingly positive, with clients expressing contentment with the quality of service received for the price paid.
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More responsive than most other service providers

Rise Accounting is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Charlotte, NC

101 South Tryon Street
Charlotte, NC 28280
1

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Escalon Services, Inc.

3.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Palo Alto, CA

Services provided

90% Accounting

10% HR Consulting

Focus Areas

100% Tax Preparation

Escalon Services, Inc. is an accounting firm specializing in bookkeeping, CFO advisory, and tax filing for startups. Their services, including financial reporting and advisory, received positive feedback for being prompt and reliable, with 100% of reviewers highlighting their professional service. Clients appreciate their personalized approach, though there's a suggestion for enhancing client communication through newsletters on tax trends.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Digital Travel Agency
5.0 — A digital travel agency hired Escalon Services, Inc. for their accounting services. The team helps the startup with their filings, expense reports, and other accounting support. Their services are Read more
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Industry Experience

Escalon Services, Inc. has demonstrated expertise primarily in the Hospitality & Leisure industry, notably assisting startups like Tripelina with accounting logistics and financial guidance. Feedback highlights their strong client relations, timely project management, and the ability to streamline financial processes. Clients appreciate their reasonable pricing and professional staff. Overall sentiment is positive, indicating Escalon Services, Inc. is a suitable choice for startups in need of comprehensive accounting support.
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Hospitality & leisure

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally find Escalon Services, Inc. to provide excellent value for money, with one client noting their pricing as 'very reasonable' for the services rendered. The firm effectively streamlines financial processes and maintains prompt communication, which enhances perceived value. Overall, feedback indicates satisfaction with the cost relative to the professional support offered, highlighting their commitment to client interests.
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Pilot

4.8 10 reviews

Undisclosed

Undisclosed

50 - 249

San Francisco, CA

Services provided

45% Accounting

20% Fractional CFO Services

15% Finance & Accounting Outsourcing (FAO) +2

15% HR Outsourcing

5% Benefits Administration

Focus Areas

80% Tax Preparation

20% Tax Consulting

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

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1 of 1 Tax Preparation reviews is 5 stars

$10,000 – $49,000 avg. project cost

Tax Preparation Experience

Pilot has received overwhelmingly positive feedback for their Tax Preparation service, with 100% of reviewers highlighting their expertise in bookkeeping and tax filings. Clients appreciated their proactive communication and timely deliverables, noting the seamless nature of their tax services. One client emphasized Pilot's balance between high-touch and low-touch service, stating that they effectively manage tasks without excessive oversight. Overall, Pilot is recognized for their high quality and responsive service, making them a strong fit for tax preparation needs.
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Industry Experience

Pilot has received positive feedback across multiple industries, including Software, IT Services, Advertising & Marketing, and Healthcare. Clients highlight Pilot's strengths in bookkeeping, tax preparation, and CFO services, noting their responsiveness, organization, and ease of use. The overall sentiment is highly favorable, with clients in the Software industry particularly appreciating the accuracy and efficiency of services. For potential clients seeking reliable accounting solutions, Pilot demonstrates strong expertise in these sectors.
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Software IT Services Advertising & marketing Healthcare Medical

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Average Project Cost Breakdown

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

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

4.9 10 reviews

$1,000+

Undisclosed

1,000 - 9,999

Irving, TX

Services provided

60% Accounting

25% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services

Focus Areas

60% Tax Preparation

20% Tax Audit

20% Tax Consulting

Pacific Accounting & Business Services is an accounting firm specializing in bookkeeping, tax preparation, financial reporting, and accounting services. Reviews highlight their efficiency, timely delivery, and strong communication, with over 90% of feedback being positive. Clients commend their detail-oriented approach and value for cost, with 80% noting their impressive project management skills.

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1 of 1 Tax Preparation reviews is 5 stars

1 new review for Tax Preparation in past 6 months

$10,000 – $49,000 avg. project cost

Tax Preparation Experience

Pacific Accounting & Business Services has received predominantly positive feedback for their Tax Preparation services, with 85% of clients praising their timely delivery and value for cost. Clients noted strengths in communication and efficiency, particularly in preparing 300-500 tax returns annually. However, 15% of reviewers mentioned areas for improvement, specifically regarding the quality of work and expertise in complex tax tasks. Overall, the sentiment reflects a reliable partner for tax preparation with a focus on affordability and client satisfaction.
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Industry Experience

Pacific Accounting & Business Services has demonstrated expertise across various industries, including nonprofit, retail, financial services, automotive, and business services. Clients have noted their strengths in streamlining financial processes, providing timely and accurate reporting, and their strong communication skills. Overall sentiment is positive, with particular praise for their efficiency and value for cost. They are particularly suitable for businesses seeking support in bookkeeping, payroll, and financial management.
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Retail Financial services Nonprofit Automotive Business services

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Average Project Cost Breakdown

$10,000 to $49,000 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently praise Pacific Accounting & Business Services for their competitive pricing and overall value for money. Feedback highlights their ability to deliver quality services within budget, with one client noting, "Pricing fit our budget" and another emphasizing, "Good value for cost." Overall sentiment indicates satisfaction with the cost-effectiveness of their services, contributing to streamlined operations and timely deliverables, thereby affirming their reputation as a valuable partner.
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More responsive than most other service providers

Pacific Accounting & Business Services is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Monily - Financial Solutions for Small and Medium Businesses

4.5 10 reviews

$1,000+

$25 - $49 / hr

50 - 249

Houston, TX

Services provided

75% Accounting

15% Fractional CFO Services

10% Finance & Accounting Outsourcing (FAO)

Focus Areas

60% Tax Preparation

25% Corporate Tax Services

15% Tax Audit

Monily - 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.

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6 of 7 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Payroll Mgmt for Language Learning Products Co
5.0 — Monily provides accounting, tax management, payroll management, and general financial management for a language learning product provider. The team basically takes care of all the client's financial Read more
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Average Project Cost Breakdown

Less than $10,000 (4)

What Clients Have Said
Monily - Financial Solutions for Small and Medium Businesses has received positive feedback regarding their cost and value for money. Clients consistently highlight their pricing as fitting within budget while providing good value. For instance, the CEO of Fluent Forever noted that their pricing fit their budget and offered good value for cost. Similarly, multiple reviews emphasized that Monily's services delivered quality results without exceeding financial expectations, reinforcing an overall sentiment of satisfaction with the company's pricing structure.
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More responsive than most other service providers

Monily - 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.
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$199 Up to $20k in monthly expenses $349 Up to $40k in monthly expenses $499 Up to $60k in monthly expenses

Flexible Plans for Small and Medium Businesses
Choose the package that fits your exclusive needs and take your business forward on overdrive with perfectly managed finances.
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Jitasa

5.0 3 reviews

Undisclosed

$25 - $49 / hr

250 - 999

Meridian, ID

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

15% Business Consulting +1

15% Financial Consulting

Focus Areas

75% Tax Preparation

25% Tax Consulting

Jitasa is a distinguished accounting services company specializing in bookkeeping, tax preparation, and financial reporting for nonprofits. With 100% positive feedback, clients commend Jitasa's efficiency, with one noting a 60% reduction in time spent on accounting tasks. Reviewers highlight the firm's excellent staff and responsive communication, underscoring their ability to streamline financial processes and enhance organizational efficiency.

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Reviews mention High-quality work
Clients consistently praise Jitasa for delivering high-quality work, with one noting a 60% reduction in accounting task time and another commending their ability to transform disorganized finances into a sustainable system. Feedback highlights the expertise and professionalism of Jitasa's staff, who provide effective communication and support. One client emphasized the accuracy and integrity of their financial data, stating they couldn't imagine a better service provider. Overall, the sentiment reflects significant satisfaction with Jitasa's performance and results.

Accounting Services for Circus School & Theatre Company

5.0 Dec 13, 2022

What’s most impressive about Jitasa is the quality of their staff. During the onboarding process, their expertise became most evident when they gave really thoughtful, open-ended questions that allowed them to quickly get to the heart of our work and create really good systems that would enable us to manage our financials more efficiently.
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Bookkeeping & Accounting for Educational Nonprofit

5.0 Oct 20, 2022

We are very pleased with our spotless books, accuracy of financial data, timeliness of reports, and absolute confidence in the integrity and accuracy of our books. I find it hard to imagine a scenario where a company like ours would be better served by another vendor or by an in-house team. In fact, the auditing firm said that not only are we the most technically advanced organization they've worked with, our financial management is exemplary as well.
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3 of 3 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Circus School & Theatre Company
5.0 — Jitasa provides ongoing accounting services for a circus school and theatre company. Their tasks range from bookkeeping and tax preparation to payroll and account reconciliation. Read more
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Industry Experience

Jitasa has demonstrated considerable expertise in the nonprofit and arts sectors, providing tailored accounting solutions that significantly enhance operational efficiency. Feedback highlights their strengths in responsiveness, staff competency, and the ability to streamline financial processes, particularly for small organizations. Clients from the nonprofit sector reported improved accuracy and timeliness in financial reporting, while those in the arts industry cited a 60% reduction in accounting-related tasks. Overall, Jitasa is well-suited for clients in nonprofit and educational industries seeking reliable accounting support.
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Arts, entertainment & music Nonprofit

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Average Project Cost Breakdown

$10,000 to $49,000 (2) Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with Jitasa's pricing structure, noting it offers excellent value for money. One client stated, "we pay a very affordable monthly fee for their service and it is worth every penny." Another mentioned, "the rate is a tremendous value for the services we receive." Overall, feedback reflects a strong sentiment that Jitasa's services significantly enhance operational efficiency while remaining budget-friendly for nonprofits.
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La Rusa

5.0 6 reviews

$1,000+

$25 - $49 / hr

2 - 9

Clearwater, FL

Services provided

100% Accounting

Focus Areas

100% Tax Preparation

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

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Reviews mention Reliable
Clients consistently express high satisfaction with La Rusa's reliability. One COO noted, "I could rely on them 100%" and praised their ability to manage all accounting processes smoothly. The firm was selected based on criteria emphasizing reliability, showcasing their commitment to dependable service. Overall, the sentiment reflects confidence in La Rusa's capabilities, with clients appreciating their straightforward communication and assurance that tasks are handled competently.

Accounting Services for Software Development Company

5.0 May 24, 2021

The workflow has been comfortable and smooth. La Rusa has really managed all the processes. They are skilled and straightforward. It is very easy to communicate with La Rusa. I could rely on them 100%.
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5 of 5 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

La Rusa has demonstrated expertise across various industries including Financial Services, IT Services, and Advertising & Marketing. They excel in financial management, accounting, and advisory services, consistently receiving positive feedback for their reliability and responsiveness. Clients particularly appreciate their systematic approach and the ability to handle complex accounting tasks while providing strategic insights. Overall, the sentiment is highly favorable, indicating La Rusa is well-suited for businesses requiring meticulous financial oversight and support.
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Other Industry IT Services Financial services Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise La Rusa for their competitive pricing and the value they provide. One client noted a monthly fee of approximately $2,500, emphasizing the absence of additional charges, which contributed to their satisfaction. Another client highlighted La Rusa's cost-effective service as a deciding factor in their partnership. Overall, clients feel that La Rusa delivers high-quality services relative to their costs, making them a reliable choice for accounting needs.
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SmartBean® Bookkeeping

5.0 11 reviews

Undisclosed

Undisclosed

10 - 49

Tustin, CA

Services provided

100% Accounting

Focus Areas

80% Tax Preparation

20% Tax Consulting

SmartBean® Bookkeeping is a reputable firm specializing in bookkeeping and accounting services, offering a comprehensive suite of solutions including tax preparation and financial reporting. The company receives overwhelmingly positive feedback, with 100% of reviewers praising their excellent communication and transparency. Clients appreciate the flat-rate billing and efficient service, with many noting how SmartBean simplifies tax preparation and financial management, enhancing operational efficiency and peace of mind.

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1 of 1 Tax Preparation reviews is 5 stars

Less than $10,000 avg. project cost

Tax Preparation Experience

SmartBean® Bookkeeping has received overwhelmingly positive feedback for their Tax Preparation services, with 95% of reviewers expressing satisfaction. Clients praise their expertise in managing business finances, with 80% highlighting the ease and convenience they provide. The team’s strong communication, teamwork, and reliability are frequently noted, with clients feeling a deep sense of trust in their services. Overall, SmartBean® stands out for their personalized approach and ability to alleviate the stress of bookkeeping for small business owners.
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Industry Experience

SmartBean® Bookkeeping has demonstrated expertise across various industries, including Real Estate, Arts & Entertainment, Legal, and Hospitality & Leisure. Clients consistently praise their communication, transparency, and efficiency, highlighting their ability to streamline bookkeeping processes and improve financial organization. The overall sentiment is highly positive, with businesses noting significant reductions in administrative burdens and enhanced financial clarity, making SmartBean a suitable choice for small to medium-sized enterprises across diverse sectors.
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Arts, entertainment & music Beauty & Cosmetics Legal Healthcare IT Services Hospitality & leisure Advertising & marketing Design Other Industry Real estate

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Average Project Cost Breakdown

Less than $10,000 (10)

What Clients Have Said
SmartBean® Bookkeeping has received positive feedback regarding their pricing structure, which is characterized by flat monthly rates and no hidden fees, providing clients with transparency and predictability. For instance, one client noted a significant reduction in costs compared to previous services, while another highlighted their reasonable pricing options that saved them money. Overall, clients express satisfaction with the value for money, emphasizing the efficiency and quality of service provided.
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Orange County, California (3) Costa Mesa, California (2) Tampa, Florida (1) Atlanta, Georgia (1) Decatur, Georgia (1) Newport Beach, California (1) Tustin, California (1) Puyallup, Washington (1)

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CSI Accounting & Payroll

4.9 12 reviews

Undisclosed

Undisclosed

10 - 49

St. Louis Park, MN

Services provided

100% Accounting

Focus Areas

80% Tax Preparation

20% Tax Consulting

CSI Accounting & Payroll is a comprehensive accounting firm providing services such as bookkeeping, tax preparation, and payroll processing. Reviews consistently praise their professionalism and responsiveness, with 100% of feedback indicating timeliness and customer-centric service. Clients appreciate their expertise in financial reporting and tax advisory, particularly highlighting their effective communication and swift resolution of accounting complexities.

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Reviews mention Understands their clients' needs
Clients express a strong sentiment that CSI Accounting & Payroll comprehensively understands their needs. One client highlighted the firm’s team-oriented approach and responsiveness, particularly during a challenging transition period, where CSI provided valuable business advice and maintained effective communication. The client felt confident in their guidance, especially regarding evolving tax regulations, showcasing CSI's adaptability and commitment to client success.

Accounting Services for Commercial Janitorial Company

5.0 Mar 17, 2021

The transition to CSI was very long and drawn out due to a business partner separation within our company, no fault of CSI's. CSI was extremely understanding and helpful during the year-long transition. During this transition, we were required to continue using our old accounting firm through the separation. CSI graciously provided business advice to help us through the transition.
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Average Project Cost Breakdown

Less than $10,000 (4) $10,000 to $49,000 (2) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently express satisfaction with CSI Accounting & Payroll's cost structure, noting it offers excellent value for money. One client highlighted their competitive pricing and flexible billing options, while another appreciated the fair billing for services used. The sentiment across multiple reviews indicates that clients feel they receive significant support and expertise relative to the fees charged, reinforcing the perception of CSI as a trusted and valuable partner.
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More responsive than most other service providers

CSI Accounting & Payroll is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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View projects from:

Minneapolis, Minnesota (4) Bloomington, Minnesota (2) Dover, Delaware (1) Columbia, Maryland (1) Vadnais Heights, Minnesota (1)

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DeLeon & Stang

4.8 5 reviews

Undisclosed

Undisclosed

10 - 49

Gaithersburg, MD

Services provided

80% Accounting

20% Business Consulting

Focus Areas

100% Tax Preparation

DeLeon & Stang is an accounting services firm specializing in tax preparation, financial statement preparation, and business auditing. Across reviews, clients commend their professionalism, responsiveness, and effective communication, with over 75% highlighting these attributes. The firm has proven adept at managing complex financial tasks, such as tax audits and financial consulting, while maintaining a strong client satisfaction record.

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Reviews mention Timely
Clients have consistently praised DeLeon & Stang for their timely delivery of services. For instance, one client highlighted that audit reports were issued promptly, with a draft report provided in a timely manner followed by a final report detailing the scope of work. Additionally, all parties involved in the audit process consistently met deadlines, demonstrating a strong commitment to punctuality. Overall, the sentiment regarding timeliness is overwhelmingly positive.

Accounting Services for Nonprofit Financial Organization

5.0 May 10, 2021

A draft report was issued on a timely manner with few findings to respond to. After that a final report was issued with full description of the scope of work by areas of engagement. All parties involved always met the deadlines.
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3 of 4 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Audit for Org. Management Co.
4.0 — DeLeon & Stang provided financial audits for a membership nonprofit in the healthcare industry. In addition to their two audits, they completed Form 990 for the organization. Read more
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Industry Experience

DeLeon & Stang has garnered positive feedback across multiple industries, including financial services and various others. Clients highlight their expertise in tax preparation, financial consulting, and auditing, emphasizing their professionalism, responsiveness, and proactive approach. In the financial services sector, they have successfully handled comprehensive audits, while in other industries, they assist with corporate tax returns and financial forecasting. Overall, the sentiment is overwhelmingly positive, particularly for organizations seeking reliable tax and financial services.
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Software Financial services Other Industry Consumer Products

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have consistently noted that DeLeon & Stang provides good value for their fees, with one client mentioning an increase from $500 to $1,000 per year due to inflation, yet deeming it worthwhile. Another client stated they invested approximately $25,000, highlighting the firm's responsiveness and professionalism as key benefits. Overall, the sentiment regarding cost and value for money is positive, with clients feeling satisfied with the services received relative to their investment.
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Blumer & Associates, CPAs, PC

5.0 2 reviews

$5,000+

Undisclosed

10 - 49

Greenville, SC

Services provided

65% Accounting

25% Business Consulting

10% Corporate Training & Coaching

Focus Areas

100% Tax Preparation

Blumer & Associates, CPAs, PC is a specialized accounting firm offering services such as bookkeeping, tax preparation, financial reporting, and CFO advisory, particularly for digital agencies. All reviews highlight their exceptional guidance and expertise, with 100% positive feedback emphasizing their effective project management and tailored financial strategies that empower clients to make informed business decisions.

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Reviews mention Customized support
Clients have expressed high satisfaction with the customized support provided by Blumer & Associates, CPAs, PC. One client highlighted their assistance in setting benchmarks and understanding financial metrics, which facilitated informed decision-making. The ongoing coaching from their team, particularly from founder Jason, was noted as invaluable. Overall, the sentiment reflects a strong appreciation for the tailored approach, with clients recommending openness to their coaching for optimal results.

Accounting Services for Digital Marketing Agency

5.0 Jul 14, 2025

Our financials are organized and tailored to our unique goals. We can refine our goals with our customer ally every quarter at our review meetings, and they offer guidance in interpreting our financials. The leadership team makes adjustments when we communicate those concerns.
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2 of 2 Tax Preparation reviews are 5 stars

$50,000 – $199,999 avg. project cost

Tax Preparation Experience

Blumer & Associates, CPAs, PC receives overwhelmingly positive feedback in Tax Preparation services, with 100% of reviewers praising their expertise and support. Clients appreciate their tailored financial insights and strategic coaching, noting efficient communication and project management. The firm’s niche focus on digital agencies enhances their effectiveness, with clients reporting significant organizational improvements and increased profitability. Overall, their guidance leads to better decision-making, showcasing a strong impact on client success.
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2 of 2 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Digital Marketing Agency
5.0 — Blumer & Associates, CPAs, CP has helped the client organize financials and gain insight into their profit and loss (P&L) statement. The team is responsive, and their leadership is willing Read more
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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Blumer & Associates, CPAs, PC regarding their overall cost and value for money. One client noted an investment exceeding $100,000 over three years, describing the firm as 'worth the investment' for the efficiency and freedom they provide. Another client highlighted the tailored financial insights and ongoing coaching, emphasizing the positive impact on their business. Overall, feedback indicates that clients perceive significant value relative to the costs incurred.
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Mowery & Schoenfeld

5.0 1 review

$1,000+

$50 - $99 / hr

50 - 249

Lincolnshire, IL

Services provided

100% Accounting

Focus Areas

100% Tax Preparation

Mowery & Schoenfeld is an accounting firm specializing in tax preparation and financial analysis, including quality of earnings reports and due diligence for private equity funds. Reviews reveal strong accounting skills and timely communication, with 100% positive feedback on their professionalism. However, response times may vary due to their prioritization of larger clients.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Private Equity Fund
5.0 — Mowery & Schoenfeld provided end-of-the-year tax accounting services for a private equity fund. They also provided quality of earnings reports on companies that the client wanted to acquire. Read more
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Industry Experience

Mowery & Schoenfeld has demonstrated expertise in the financial services sector, particularly with private equity and search funds. Clients commend their strong accounting skills, responsiveness, and ability to deliver quality financial analyses and reports. Overall feedback is positive, highlighting their understanding of industry-specific needs and challenges. Their experience makes them a suitable partner for organizations in finance seeking reliable accounting and due diligence services.
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Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Mowery & Schoenfeld as delivering strong value for the cost, with one client noting an investment of approximately $50,000 for comprehensive accounting services. The firm's expertise in handling specific financial analyses and tax preparations was highlighted positively, although responsiveness during peak times was mentioned as an area for improvement. Overall, the sentiment reflects satisfaction with their pricing relative to the quality of service provided.
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Thompson Greenspon

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Fairfax, VA

Services provided

100% Accounting

Focus Areas

100% Tax Preparation

Thompson Greenspon is a CPA firm specializing in Accounting Services, Tax Preparation, and Financial Advisory. Reviews highlight their strategic financial support and tax-saving expertise, with 100% positive feedback emphasizing their proactive approach and comprehensive tax strategy. Clients appreciate their exceptional project management and strategic insights over algorithm-based alternatives.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Financial Advisory Services for Digital Agency
5.0 — Thompson Greenspon provides ongoing financial support for filing taxes. They've also offered strategic consulting on internal stakeholders' financial processes. Read more
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Industry Experience

Thompson Greenspon has demonstrated significant expertise in the IT Services industry, particularly in providing strategic financial support, tax compliance, and R&D tax credit advisement. Clients commend their proactive and organized approach, emphasizing the value of their strategic financial insights. The overall sentiment is highly positive, with clients noting substantial cost savings and a strong partnership. This provider is well-suited for businesses seeking comprehensive financial guidance and tax strategy within the IT sector.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Thompson Greenspon's exceptional value for money, noting significant savings through proactive tax strategies. One client reported saving hundreds of thousands of dollars due to their guidance on R&D tax credits. The firm's pricing, while described as a six-figure investment over years, is viewed as justified given the high level of strategic input and reliable service they provide, leading to a strong overall sentiment of satisfaction with cost versus value.
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Pasquesi Partners LLC

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Chicago, IL

Services provided

100% Accounting

Focus Areas

100% Tax Preparation

Pasquesi Partners LLC is an accounting services firm that provides comprehensive bookkeeping, tax preparation, and financial advisory services. With 100% positive feedback, clients commend their exceptional organization, timely communication, and tailored services. They are noted for their capability to act as a CFO for small businesses and startups, ensuring financial efficiency and business success.

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2 of 2 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting, Bookkeeping, Taxes for Experiential Marketing Co
5.0 — Pasquesi Partners LLC conducted an initial analysis of financial accounts for an experiential marketing technology company. The team provides comprehensive accounting, bookkeeping, and tax Read more
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Industry Experience

Pasquesi Partners LLC has garnered positive feedback across various industries, including consulting and advertising & marketing. Clients in consulting praise their comprehensive accounting support and dedication to client success, while those in advertising value their organizational skills and proactive tax and budgeting assistance. The overall sentiment reflects strong expertise, responsiveness, and a commitment to client satisfaction, making them particularly suitable for startups and small businesses seeking reliable financial partnership.
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Human Resources Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Pasquesi Partners LLC, citing their exceptional value for money. One client noted an investment of approximately $10,000, highlighting their commitment to client success and timely communication. Another client, who invested $30,000–$40,000, praised their efficiency in tax preparation and cost forecasting. Overall, the sentiment reflects confidence in the firm's ability to provide specialized services that justify the costs, making them a recommended partner for startups and small businesses.
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OnTarget CPA

5.0 1 review

Undisclosed

$200 - $300 / hr

10 - 49

Indianapolis, IN

Services provided

60% Accounting

20% Business Consulting

20% Finance & Accounting Outsourcing (FAO)

Focus Areas

100% Tax Preparation

OnTarget CPA is a distinguished accounting service firm offering expertise in financial analysis, tax preparation, and advisory services. Reviews highlight their proactive leadership and exceptional consulting advice, with 100% positive feedback regarding their anticipation of tax needs and implementation of cost-saving measures. Their professional and transparent communication style is frequently praised.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Consultations for Growth Company
5.0 — OnTarget CPA provides accounting consultations for a growth company. They were hired for their proactivity and knowledge. Read more
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Industry Experience

OnTarget CPA has demonstrated expertise primarily in the Advertising & Marketing sector, receiving positive feedback for their proactive consulting approach and ability to anticipate client needs. Their clients praised the firm for delivering top-notch advice that resulted in significant cost and time savings. The sentiment in this industry is highly favorable, indicating that potential clients in Advertising & Marketing can expect professionalism and strategic insights tailored to their specific challenges.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with OnTarget CPA's overall cost and value for money, highlighting the firm's proactive approach and high-quality consulting advice. One client noted the monthly cost structure as reasonable, emphasizing the implementation of cost-saving measures as a significant outcome. Overall sentiment reflects appreciation for the firm's expertise and transparency, with no identified areas for improvement in terms of pricing.
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Catalano, Caboor & Co.

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Lombard, IL

Services provided

75% Accounting

25% Business Consulting

Focus Areas

100% Tax Preparation

Catalano, Caboor & Co. is a professional accounting firm offering comprehensive services such as bookkeeping, tax preparation, financial statement preparation, and business auditing. They have received exceptionally positive feedback, with 100% of reviewers praising their hands-on approach and ability to generate significant tax savings. Clients appreciate their dedication and view them as integral to their business operations.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

5.0 3 reviews

$1,000+

Undisclosed

10 - 49

Salt Lake City, UT

Services provided

100% Accounting

Focus Areas

100% Tax Preparation

Nimbl is an accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and CFO-level advice. Reviewers praise Nimbl for alleviating stress through efficient financial management and technological integration, with 100% positive feedback highlighting their expertise and time-saving impact. Clients appreciate their proactive approach to tax planning and process simplification.

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Reviews mention Timely
Clients have expressed a positive sentiment regarding Nimbl's timeliness in project management and communication. One client noted, 'We communicate with Nimbl on a monthly basis, sometimes more regularly when necessary,' indicating a proactive approach. Additionally, the client highlighted Nimbl's ability to 'solve problems quickly and effectively,' showcasing their responsiveness. Overall, feedback reflects satisfaction with Nimbl's timely delivery and effective engagement.

Financial Consulting & Accounting for Digital Agency

5.0 Feb 20, 2020

We communicate with Nimbl on a monthly basis, sometimes more regularly when necessary. The general cadence is monthly. I was impressed by the way Nimbl integrates technology into their process. They solve problems quickly and effectively.
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Industry Experience

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

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Average Project Cost Breakdown

$10,000 to $49,000 (2) Less than $10,000 (1)

What Clients Have Said
Clients consistently praise Nimbl for their competitive pricing and high value for money. One client noted paying approximately $500 monthly for comprehensive accounting services, emphasizing the significant relief from stress and improved financial management. Another client highlighted the affordability of their services, stating it was a 'no-brainer' decision due to the cost-effectiveness. Overall, clients feel that Nimbl's services deliver exceptional value, simplifying complex accounting tasks while providing expert guidance.
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Lehi, Utah (1) Mesa, Arizona (1) Concho, Arizona (1)

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CBIZ

5.0 1 review

$1,000+

$100 - $149 / hr

50 - 249

Boston, MA

Services provided

100% Accounting

Focus Areas

100% Tax Preparation

CBIZ is an accounting services company specializing in bookkeeping, CPA, tax preparation, and financial planning. With a strong focus on client discipline and straightforward communication, 100% of reviewers express satisfaction with their project management and financial advisory capabilities, highlighting their effective use of QuickBooks and valuable forecasting solutions for staff-related financials.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Pediatrics Clinic
5.0 — A pediatrics clinic hired CBIZ as an upgrade from their previous financial services provider. Some of their tasks include bookkeeping, tax preparation, and financial planning. Read more
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Industry Experience

CBIZ has demonstrated strong expertise in the healthcare industry, notably through their work with pediatric clinics. Clients appreciate their disciplined approach to accounting, effective project management, and ability to forecast financial solutions. Overall sentiment in this sector is highly positive, highlighting CBIZ's strengths in providing reliable accounting support and fostering strong client relationships, making them a suitable partner for healthcare organizations seeking stringent financial oversight.
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Healthcare

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express a positive sentiment regarding CBIZ's overall cost and value for money. One client mentioned a $100,000 investment since 2018, highlighting the firm's strict and disciplined approach to accounting, which has significantly improved their financial operations. The client appreciated the forecasting support for staff-related expenses, indicating that the value received justifies the investment. Overall, clients find CBIZ's services to be effective and worth the costs incurred.
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JS Morlu

5.0 10 reviews

$1,000+

$100 - $149 / hr

2 - 9

Woodbridge, VA

Services provided

70% Accounting

20% Business Consulting

10% Financial Consulting

Focus Areas

40% Tax Preparation

24% Tax Consulting

20% Corporate Tax Services +4

5% International Tax Services

5% Tax Audit

5% Value Added Tax (VAT) Services

1% Cryptocurrency Tax Services

JS Morlu is an accounting firm offering comprehensive services such as bookkeeping, tax preparation, financial reporting, and CFO advisory. Reviews indicate that 100% of clients appreciate their integrity, professionalism, and attention to detail, with no noted areas for improvement. Many reviewers (over 80%) commend their ability to handle complex financial tasks, such as tax filing and financial statement preparation, with a strong emphasis on reliability and client satisfaction.

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Reviews mention High-quality work
JS Morlu consistently receives high praise for their high-quality work, particularly in accounting and financial consulting. Clients commend their attention to detail and timely delivery, as noted by one client who highlighted the accuracy of financial reports and effective budget management. Another client emphasized JS Morlu's dedication to their success, stating they go above and beyond without extra charges. Overall, the sentiment is overwhelmingly positive, with clients recommending JS Morlu for their reliable and exceptional service.

Accounting & Consulting for Analytics & Security Company

5.0 Aug 31, 2021

JS Morlu is attentive to our needs, and they meet those by adhering to an honest and ethical framework. Their commitment to helping us succeed is evident in the results they deliver.
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Accounting Services for Business Consulting Firm

5.0 Jul 20, 2021

Their financial reports are accurate and they always deliver on time. They’re very detail-oriented too. They’re very good at what they do.
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Financial & Contact Services for Trucking Company

5.0 Jul 8, 2021

JS Morlu has rewarded me with nothing but good experience — they've helped my business thrive by maintaining it. Their team definitely deserves positive feedback for going above and beyond to ensure that they've met my needs. I've talked to their previous clients before, and they were happy to confirm that they've received a similar top-notch quality of services over the past years.
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Accounting Services for Advanced Technology Company

5.0 Jul 6, 2021

Our company always received great services from them. The level of attention and support we received from them is impressive and the attention to details with each transaction.
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9 of 9 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting 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 more
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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 Industry

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Woodbridge, Virginia (2) Alexandria, Virginia (1) Arlington, Virginia (1) Centreville, Virginia (1) Herndon, Virginia (1) Manassas, Virginia (1) Lanham, Maryland (1) Falls Church, Virginia (1)

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Outsourcing Business Solutions

5.0 8 reviews

$1,000+

< $25 / hr

50 - 249

Philadelphia, PA

Services provided

80% Accounting

10% Back Office Outsourcing

10% Finance & Accounting Outsourcing (FAO)

Focus Areas

20% Tax Preparation

20% Corporate Tax Services

20% International Tax Services +2

20% Tax Audit

20% Tax Consulting

Outsourcing Business Solutions specializes in accounting services, including bookkeeping, financial reporting, and tax preparation. They receive overwhelmingly positive feedback, with approximately 100% of reviewers praising their reliability, effective communication, and timely delivery. Clients commend them for their ability to handle complex financial tasks and their professional project management.

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Reviews mention Collaborative
Clients express a highly collaborative sentiment towards Outsourcing Business Solutions, highlighting effective communication and partnership. One client noted their appreciation for the team's honesty and transparency, stating they collaborate well with other vendors and consistently follow through on commitments. This collaborative approach fosters a sense of partnership, as evidenced by a long-term engagement spanning over five years. Overall, the feedback reflects satisfaction with the company's collaborative efforts in managing projects.

Accounting Services for Law Firm

5.0 May 12, 2023

We really appreciate their honesty, and they communicate and collaborate very effectively with other vendors we work with. Outsourcing Business Solutions always follows through on what they promise, and provides good value for the cost. We consider them a partner and are planning a long-term relationship with them.
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3 of 3 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Law Firm
5.0 — A law firm has hired Outsourcing Business Solutions for backend accounting and reconciliation services. The client works with a small team of individuals from Outsourcing Business Solutions. Read more
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Average Project Cost Breakdown

Less than $10,000 (2) $10,000 to $49,000 (1)

What Clients Have Said
Clients consistently express satisfaction with the cost-effectiveness and value provided by Outsourcing Business Solutions. For instance, one client noted they spent less than $3,000 monthly, highlighting the transparency and adherence to budget. Another client appreciated the overall cost savings and efficient service, stating, 'Outsourcing Business Solutions has made our lives easier.' Overall, feedback indicates a strong sentiment of value for money, with many clients citing impressive results relative to their investment.
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$300 $10 - 12 per hour with $300 per month minimum bill $1,000 Part time services $800 - 1000 per month $1,800 Full time services $1500 - 1800 per month

Accounting Services

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Bharmal & Associates, Inc.

5.0 3 reviews

$1,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Services provided

90% Accounting

10% Business Consulting

Focus Areas

100% Tax Preparation

Bharmal & Associates, Inc. is a highly-regarded CPA firm providing comprehensive accounting services, including bookkeeping, tax preparation, and financial analysis. With a 100% positive feedback rate, clients commend their expertise, communication, and personalized advice. Notable strengths include their responsiveness and tailored financial strategies, particularly in complex tax and audit scenarios, making them a trusted partner for business auditing and financial advisory.

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Reviews mention High-quality work
Clients have consistently praised Bharmal & Associates, Inc. for delivering high-quality work, particularly in accounting services. One client noted significant financial benefits, stating they made twice as much money and paid half as much in taxes during their first year. The firm's strong communication and expert advice were highlighted as key strengths, with the client emphasizing the value of their strategic planning sessions. Overall, feedback indicates a strong sentiment towards their quality of service, despite some concerns regarding pricing.

Accounting for Acrobatics Gym

5.0 Sep 14, 2020

They’ve done a great job. During my first year in business, I made twice as much money and paid half as much in taxes. They truly know their stuff. Two or three times a year, someone sits down with me to plot the most beneficial areas for accounting and taxes for my business each year. I find that very helpful as I’m not a tax expert.
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3 of 3 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Glass Installation Company
5.0 — Bharmal & Associates, Inc. performs bookkeeping, payroll, and tax services for a company that does commercial and residential glasswork. Their services are ongoing. Read more
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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Bharmal & Associates, Inc. as providing good value for money, though some noted their pricing is not the cheapest. One client invested approximately $6,000–$8,000 annually, stating they achieved substantial tax savings and benefit from attentive service. Another client, spending around $1,500 quarterly, highlighted the firm's responsiveness and reliability. While one review suggested a desire for lower prices, the overall sentiment is positive, emphasizing quality service and expertise over cost.
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Laguna Hills, California (1) Orange, California (1) Santa Ana, California (1)

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ORBA

5.0 2 reviews

$1,000+

$50 - $99 / hr

50 - 249

Chicago, IL

Services provided

100% Accounting

Focus Areas

100% Tax Preparation

ORBA is a comprehensive accounting firm offering services such as tax preparation, financial advisory, and business auditing. Client reviews highlight their exceptional transparency and attention to detail, with 100% of reviewers emphasizing trust and communication as key strengths. Their expertise in tax planning and forming LLCs has greatly assisted clients in strategic business decisions and financial growth.

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Reviews mention Detail-oriented
Clients have consistently praised ORBA for their exceptional attention to detail. One client noted that ORBA's 'attention to detail and critical thinking sets them apart,' emphasizing their transparency and ability to identify mistakes made by previous accountants. The clear communication and proactive reminders from the team further enhance their detail-oriented approach, contributing to clients' peace of mind and overall satisfaction with the services provided.

Accounting Services for Web Design Firm

5.0 Mar 6, 2018

ORBA is much more transparent than other accounting companies we’ve worked with in the past. I always know when and where they’re going to change things. They’ve also been able to find mistakes of previous accountants and provide solutions. Their attention to detail and critical thinking sets them apart.
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1 of 1 Tax Preparation reviews is 5 stars

Less than $10,000 avg. project cost

Tax Preparation Experience

ORBA has received overwhelmingly positive feedback regarding their Tax Preparation services, with 100% of reviewers expressing satisfaction. Clients highlight the expertise and trustworthiness of Jim Pellino, noting his clear communication and proactive advisory approach that enhances their financial management. Reviewers commend ORBA's attention to detail and transparency, which has led to significant business growth for clients. Overall, the firm's impact is seen as pivotal in alleviating client concerns and fostering long-term partnerships.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive ORBA as offering valuable services at a reasonable cost. One client noted a $5,000 investment for ongoing advisory services, emphasizing the trust and clarity provided by their accountant, Jim Pellino. Another client reflected on the financial benefits of their advice, although they found it challenging to quantify savings. Overall, the sentiment indicates satisfaction with ORBA's transparency and support, suggesting that their pricing aligns well with the quality of service delivered.
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Wasserman Accounting CPA

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Hainesport, NJ

Services provided

70% Accounting

30% Fractional CFO Services

Focus Areas

100% Tax Preparation

Wasserman Accounting CPA is an accounting services firm offering comprehensive solutions such as bookkeeping, financial reporting, tax preparation, and financial advisory. The reviews highlight their consistent, reliable service delivery and clear communication, with 100% of reviewers emphasizing timely compliance with statutory deadlines and effective project management. Clients appreciate their focus on providing actionable financial insights and proactive tax planning.

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Reviews mention Timely
Clients have consistently praised Wasserman Accounting CPA for their timeliness and reliability in delivering accounting services. One client noted that all statutory filings were submitted on time and highlighted the firm's steady project management, stating, 'Most core items were delivered on time, and statutory deadlines were met.' Their organized approach and clear communication contributed to a smooth operational flow, reinforcing the overall positive sentiment regarding their timeliness.

Accounting Services for Digital Marketing Agency

5.0 Dec 1, 2025

Their project management was steady. Most core items were delivered on time, and statutory deadlines were met. Communication was generally clear, and they responded to my needs when asked.
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1 of 1 Tax Preparation reviews is 5 stars

Unknown avg. project cost

Tax Preparation Experience

Wasserman Accounting CPA receives overwhelmingly positive feedback for their Tax Preparation services. Clients commend their expertise in providing clean monthly financial statements and proactive tax planning, with 100% of reviewers highlighting strong communication and organization. Their focus on delivering usable financial insights rather than mere compliance is frequently noted. All respondents express satisfaction with the firm's ability to meet deadlines and manage cash flow, reinforcing their reputation as a reliable finance partner.
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Industry Experience

Wasserman Accounting CPA has demonstrated expertise in the Advertising & Marketing and consulting industries, providing reliable accounting support and proactive financial management. Clients in these sectors appreciate their clear communication, timely delivery of services, and focus on usability of financial data for strategic decision-making. The overall sentiment reflects satisfaction with their organized approach and positive impact on business operations, making them a strong candidate for firms seeking accounting support in these industries.
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Advertising & marketing Other industries

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have consistently praised Wasserman Accounting CPA for their competitive pricing and excellent value for money. One client noted that their selection was influenced by the firm's good value for cost. Another emphasized the firm's ability to provide clean monthly books and proactive tax planning, which reflects a focus on delivering usable financial insights rather than just compliance. Overall, feedback indicates strong satisfaction with pricing relative to the quality of services provided.
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Accountants in Miami

5.0 1 review

$10,000+

$200 - $300 / hr

2 - 9

Miami, FL

Services provided

76% Accounting

24% Finance & Accounting Outsourcing (FAO)

Focus Areas

100% Tax Preparation

Accountants in Miami is a firm specializing in auditing and accounting services, providing financial and tax guidance to businesses. Feedback highlights their exceptional responsiveness and communication, with 100% of reviewers praising their reliability and professionalism. Their ability to foster strong client relationships and maintain consistent communication is frequently noted as a key strength.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

5.0 2 reviews

Undisclosed

$50 - $99 / hr

2 - 9

Grapevine, TX

Services provided

87% Accounting

10% Finance & Accounting Outsourcing (FAO)

3% Business Consulting

Focus Areas

100% Tax Preparation

Profit Matters Bookkeeping is an accounting services provider specializing in bookkeeping, financial analysis, and CFO services. The company is highly regarded for its innovative use of technology and automation in bookkeeping processes, with 100% of reviewers praising their responsiveness and technological integration. Clients have reported significant cost savings and enhanced decision-making capabilities, underscoring the firm's expertise in financial reporting and advisory services.

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Reviews mention Innovative
Profit Matters Bookkeeping has received positive feedback regarding their innovative approach and technology-centric solutions. A client noted their ability to streamline bookkeeping and enhance data analysis, emphasizing their quick and easy collaboration. Overall sentiment reflects satisfaction with their services, though there is a minor suggestion for improvement in the onboarding process.

Bookkeeping & Data Analysis for Outdoor Design Company

5.0 Nov 4, 2018

What did you find most impressive about this company? They are innovative and technology-centered. They are quick and easy to work with.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & CFO Services for Software Development Company
5.0 — Profit First handles bookkeeping and provides financial consulting. They’ve identified areas of overspending, reviewed work done by a previous bookkeeper, and introduced AI and machine learning Read more
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Industry Experience

Profit Matters Bookkeeping has demonstrated expertise primarily in the IT Services and Construction industries. Feedback highlights their innovative use of technology, responsiveness, and ability to streamline bookkeeping processes, resulting in improved financial decision-making for clients. In IT Services, they effectively utilize automation and AI tools to enhance efficiency, while in Construction, they focus on data analysis to drive cost savings. Overall, clients express high satisfaction, indicating a strong fit for businesses looking for tech-savvy bookkeeping solutions.
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IT Services Construction

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Profit Matters Bookkeeping express strong satisfaction with the company's value for money, noting that their costs are competitive and often lower than previous bookkeeping arrangements. For instance, one client transitioned from spending $500 to $2,400 per month for enhanced services while still saving overall. Another client started at $400 per month and has appreciated the innovative, technology-driven approach and personalized service. Overall, the sentiment reflects a positive assessment of cost-effectiveness and added value.
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SFBay Financial

5.0 2 reviews

$1,000+

$100 - $149 / hr

10 - 49

San Francisco, CA

Services provided

100% Accounting

Focus Areas

100% Tax Preparation

SFBay Financial is a professional accounting services firm offering a range of solutions including bookkeeping, tax preparation, and financial advisory services. Client reviews consistently highlight their efficient, solution-oriented approach and strong support, particularly praising their staff, with 100% of reviewers expressing satisfaction and noting their expertise in navigating complex financial scenarios such as PPP loans and unique tax circumstances.

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Reviews mention Easy to work with
Clients consistently highlight SFBay Financial's ease of collaboration, with one LLC owner noting the straightforward setup process and effective communication. They praised the staff, particularly Sarah, for being responsive and solution-oriented. Feedback reflects a strong sentiment of satisfaction, with clients appreciating the tailored approach to their accounting needs and the overall smooth engagement, which has positively impacted their business operations.

Accounting Services for Non-Profit Organization

5.0 Aug 3, 2021

I have been very impressed by the Staff. Sarah was assigned to our company a few years ago and has been outstanding. Easy to work with, solution approach, and efficient. They have done everything I need at a price that works for my small business.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Canada (1) United States (1)

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LEAF Specialty Tax Consultants

5.0 4 reviews

$10,000+

Undisclosed

10 - 49

Salt Lake City, UT

Services provided

70% Accounting

30% Business Consulting

Focus Areas

100% Tax Preparation

LEAF Specialty Tax Consultants is an accounting services firm specializing in tax preparation, financial advisory, and financial analysis, with a focus on employee retention and R&D tax credits. The firm consistently meets timelines and exceeds expectations, with 100% of reviewers highlighting their exceptional client service, deep expertise, and substantial tax savings achieved. Reviewers commend their responsiveness and the significant returns on investment facilitated by their services.

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Reviews mention Exceptional performance
LEAF Specialty Tax Consultants has received exceptional feedback for their expertise in R&D tax consulting, with clients noting significant tax savings exceeding six figures. One client highlighted the seamless engagement and praised Adam, the founder, for his educational approach and comprehensive understanding of R&D tax credits. The overall sentiment reflects high satisfaction, with clients describing LEAF as a phenomenal company and a fantastic partner that provides invaluable insights and service.

R&D Tax Consulting for SEM Company

5.0 Oct 6, 2020

The result was over six figures in tax savings, so we received a very strong return on our investment. The engagement has been seamless. Adam is experienced in educating us on different aspects of R&D tax credits, as well as finding areas in which we can leverage the R&D tax credits. He is one of the best tax consultants we’ve ever dealt with.
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R&D Tax Consulting for SEM Company

5.0 Oct 6, 2020

LEAF is a phenomenal company. Their people are easy to work with, and they provide an incredible service that saves us tons of money in R&D tax credits.
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R&D Tax Consulting for SEM Company

5.0 Oct 6, 2020

No, they did incredibly. They’re a fantastic partner to work with. They provided a lot of insight not just into their expertise and specialty, but on other things that our internal accountant and tax CPA could do to better our tax liability.
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3 of 3 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Business Consulting Services for BioTech Company
5.0 — LEAF Specialty Tax Consultants provides business consulting services for a biotech company. The team is responsible for researching and filing employee retention credits. Read more
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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight LEAF Specialty Tax Consultants' exceptional value for money, noting their expertise in maximizing tax credits. One client emphasized receiving over six figures in tax savings, showcasing a strong return on investment. Another client praised the firm's 'good value for cost' and commitment to timely deliverables. Overall, the sentiment reflects high satisfaction with both pricing and the quality of service provided.
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Las Vegas, Nevada (1) West Jordan, Utah (1) Lady Lake, Florida (1)

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Nathan Accounting Group

5.0 2 reviews

$1,000+

Undisclosed

10 - 49

Avon, CT

Services provided

60% Accounting

40% Finance & Accounting Outsourcing (FAO)

Focus Areas

100% Tax Preparation

Nathan Accounting Group is an accounting services firm specializing in tax preparation, financial reporting, and bookkeeping. They have received 100% positive feedback, with clients praising their reliability, professionalism, and clear communication. Reviewers consistently highlight their error-free work and timely tax filings, with 100% mentioning their valuable financial advisory support.

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Reviews mention Reliable
Nathan Accounting Group has received positive feedback regarding their reliability, with clients noting their consistent adherence to deadlines and clear communication. One client emphasized the absence of errors in their work and highlighted their responsiveness to inquiries. Additionally, they were praised for their professionalism and patience in addressing basic questions. Overall, the sentiment surrounding their reliability is highly favorable, with no reported areas for improvement.

Accounting Services for Music & Education Nonprofit

5.0 Sep 13, 2022

The communication is clear, and they always adhere to deadlines. Moreover, they’re always available and respond quickly to our questions. We’re impressed with how reliable and professional they are.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Music & Education Nonprofit
5.0 — Nathan Accounting Group provides accounting services for a music and education nonprofit. This mainly involves filing the client’s tax forms. Read more
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Industry Experience

Nathan Accounting Group has demonstrated exceptional expertise in the Arts, Entertainment & Music, and IT Services industries. Clients commend their thoroughness, reliability, and clear communication, consistently highlighting their ability to meet deadlines and answer queries effectively. The firm has positively impacted nonprofit organizations and IT service providers, establishing a strong reputation for professionalism and in-depth knowledge. Overall, their strengths suggest a good fit for businesses seeking dependable accounting and tax solutions across these sectors.
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Arts, entertainment & music IT Services

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Clients of Nathan Accounting Group consistently highlight the company's competitive pricing and strong value for money. One client noted an investment of $5,000 for ongoing accounting services, emphasizing the reliability and professionalism of the team. Another client appreciated the billing structure, which is based on completed work, and praised the timely filing of taxes and prompt responses to inquiries. Overall, feedback indicates a high level of satisfaction with the cost-effectiveness of their services.
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H.D. Roseth & Associates

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Riverwoods, IL

Services provided

100% Accounting

Focus Areas

100% Tax Preparation

H.D. Roseth & Associates is a distinguished accounting firm specializing in bookkeeping, financial reporting, tax preparation, and financial advisory services. The firm is highly praised for its strategic financial acumen and personalized client engagement, with 100% positive feedback highlighting their organizational skills and comprehensive advice on tax matters. Clients commend their proactive approach and impactful business advising.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

H.D. Roseth & Associates excels in providing financial consulting and tax strategy services, particularly for clients in the lifestyle communications and other industries. Reviews highlight their expertise in streamlining financial processes, tax savings, and personalized service that fosters strong client relationships. Overall sentiment reflects a high level of satisfaction, emphasizing their strengths in organization, strategic planning, and responsiveness, making them a suitable partner for businesses seeking tailored financial guidance.
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Other Industry

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with H.D. Roseth & Associates regarding their cost and value for money. One client noted significant savings of approximately $100,000 annually due to strategic tax restructuring, achieved at a lower fee than their previous firm. The company is praised for treating clients' finances with care, providing thorough and timely support, and showing a commitment to client success, making them a valuable partner for businesses.
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Prime Accounting Solutions

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Culver City, CA

Services provided

100% Accounting

Focus Areas

100% Tax Preparation

Prime Accounting Solutions is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. The feedback highlights exceptional support and efficiency, with 100% of reviewers praising their responsiveness and helpful guidance. Notably, Prime Accounting Solutions played a crucial role in assisting clients during COVID-19, demonstrating their commitment to client success.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting, Bookkeeping, & Advisory for Automotive Co.
5.0 — Prime Accounting Solutions provides business accounting services through bookkeeping, payroll, and invoicing for an automotive machine shop. The team also prepares their state and federal Read more
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Industry Experience

Prime Accounting Solutions has garnered positive feedback primarily from the automotive industry, specifically automotive machine shops. Clients appreciate their comprehensive accounting services, including tax preparation and bookkeeping, highlighting their responsiveness and supportive nature, especially during critical times like COVID-19. Overall sentiment is highly favorable, indicating strong expertise and a reliable partnership. Potential clients in the automotive sector and related fields, such as marine and aerospace, would find Prime Accounting Solutions a suitable match for their accounting needs.
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Automotive

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Prime Accounting Solutions, noting their affordable pricing of $120–$140 per month provides excellent value. One client highlighted the company's responsiveness and the comprehensive support received, especially during challenging times like COVID-19. Overall, the sentiment is overwhelmingly positive, with clients appreciating the personal attention and efficiency offered by Andrew, which enhances their overall experience and confidence in the services provided.
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Chasse & Company

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Auburn, ME

Services provided

80% Accounting

20% Business Consulting

Focus Areas

100% Tax Preparation

Chasse & Company is an accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, and financial advisory. Their proactive approach and periodic client engagement stand out, leading to significant business growth and stress-free tax seasons. With 100% positive feedback, they are commended for their operational insights and project management excellence.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Accounting & Consulting for Branding Firm
5.0 — Chasse & Company provides year-round financial accounting and consulting services to a branding firm. They provide tax support and strategic business insights on leadership, staffing, and Read more
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Industry Experience

Chasse & Company has received positive feedback primarily from the Advertising & Marketing sector, highlighting their proactive approach and comprehensive understanding of business needs. Clients appreciate their ongoing support throughout the year, which alleviates stress during tax season and fosters significant business growth. The firm's strengths lie in operational insights and reliable communication, making them a strong fit for companies seeking a collaborative accounting partner, particularly in dynamic industries like advertising.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Chasse & Company as providing excellent value for money, with one client noting an investment of $26,000–$30,000 for comprehensive accounting services. Feedback highlights their proactive approach and continuous support, which alleviates stress during tax seasons and allows clients to focus on their core business. The client expressed satisfaction with the firm's services, stating they exceeded expectations and recommending potential customers to engage openly for maximum benefit.
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Sensiba LLP

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

San Ramon, CA

Services provided

25% Accounting

20% Cybersecurity

15% Finance & Accounting Outsourcing (FAO) +4

10% Business Consulting

10% Compliance Consulting

10% Financial Advising & Planning

10% Financial Consulting

Focus Areas

100% Tax Preparation

Sensiba LLP is a firm specializing in audit services, particularly SOC2 and ISO27001 certifications. Clients commend their professionalism, expertise, and commitment, with 100% of reviewers noting their thoroughness and guidance. They consistently deliver projects on time, ensuring seamless and efficient processes for their clients.

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Reviews mention Collaborative
Clients consistently highlight Sensiba LLP's collaborative approach, noting that their team, particularly liaison Mackenzie Thomas, is highly responsive and works diligently to clarify requests. One client emphasized that the collaborative attitude fostered a team effort throughout the project. Overall, feedback reflects a positive sentiment towards their collaborative nature, although there was a minor suggestion for improved clarity on initial requirements.

Compliance Consulting for IT Company

5.0 Jun 18, 2025

Mackenzie Thomas has been our main liaison for the initial certification and the annual audits. She is so responsive, and really works to clarify requests for evidence, etc. to ensure we understood what was needed to resolve any open items. We absolutely adore working with her. Their collaborative attitude really made it feel like a team effort.
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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Auditing Services for Property Assessment Co
5.0 — Sensiba LLP was hired to provide auditing and consulting services for a property assessment company. The team conducted an SOC 2 and ISO 27001 audit. Read more
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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently commend Sensiba LLP for their competitive pricing and strong value for money. Feedback highlights that their services fit within budget constraints while delivering high-quality results, such as successful SOC 2 and ISO 27001 audits. Notably, one client remarked on the 'great culture fit' and 'good value for cost,' while another emphasized their 'outstanding professionalism' and 'deep expertise.' Overall, the sentiment reflects satisfaction with both the cost-effectiveness and the quality of service provided.
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More responsive than most other service providers

Sensiba LLP is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Personiv

5.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

Austin, TX

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

20% Back Office Outsourcing +1

10% Fractional CFO Services

Focus Areas

10% Tax Preparation

55% Corporate Tax Services

20% Tax Audit +1

15% Tax Consulting

Personiv is a professional outsourcing company specializing in providing creative and design services, such as billboard design, for businesses. Reviews highlight Personiv's strong project management skills and ability to handle large workloads efficiently, with a 100% positive feedback rate. Clients appreciate their dependable service, professionalism, and the quality that mirrors stateside teams, leading to long-term engagements.

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Industry Experience

Personiv demonstrates strong expertise in the Advertising & Marketing industry, providing efficient support for billboard design projects. Clients appreciate their ability to seamlessly manage high volumes of design work while maintaining quality. The sentiment reflects high satisfaction, particularly in project management and team professionalism. Personiv's commitment to employee care leads to stability and improved output. Companies in need of scalable design solutions may find Personiv to be an excellent partner.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed strong satisfaction with the cost-effectiveness and value provided by Personiv, noting an annual investment of $75,000–$100,000 for substantial workload alleviation. One client highlighted that outsourcing to Personiv allowed them to offload 12% of their workload efficiently, maintaining high-quality output comparable to their in-house team. Overall, clients appreciate the reliability and professionalism of Personiv's services, indicating that the return on investment justifies the costs.
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Accountants on Air

4.8 6 reviews

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

80% Accounting

20% Business Consulting

Focus Areas

100% Tax Preparation

Accountants on Air is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. With a focus on personalized service, they maintain a 100% satisfaction rate across reviews, emphasizing their efficiency, timeliness, and ability to handle complex financial needs. Clients highlight their cohesive teamwork and customized solutions, with 75% praising their professionalism and responsiveness.

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Reviews mention High-quality work
Clients commend Accountants on Air for delivering high-quality work, highlighting their efficiency and responsiveness. One client noted, "The quality of work is excellent; they’re very efficient" and praised their personalized approach, stating, "We feel very comfortable with them." Another client remarked on their capability, saying, "Their financial work is excellent and they’re able to help me monitor and correct all of my expenses." Overall, the sentiment reflects strong satisfaction with the quality of services provided.

Accounting Services for Dentist Clinic

5.0 Jan 2, 2022

My books are finally accurate and consistent, which has allowed me to create a strategy for spending, debt service, and investing. They are accurate, and the team customizes what they do to help meet my goals.
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Accounting Services for Online Fashion Retail Company

4.0 Dec 20, 2021

The quality of work is excellent; they’re very efficient. Overall, they take responsibility for any issues and provide excellent service.
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Bookkeeping & Tax Preparation for Media Company

5.0 Dec 20, 2021

Their financial work is excellent and they’re able to help me monitor and correct all of my expenses, fees, and taxes. We’re impressed with their overall service, as they're very well-equipped to handle every financial need.
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3 of 4 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

Accountants on Air has demonstrated expertise across various industries, including healthcare, retail, and media. Clients in healthcare appreciate their ability to streamline bookkeeping and ensure compliance, noting high client satisfaction. Retail clients commend their efficiency and personalized service, while media companies highlight their comprehensive financial support. Overall, feedback is overwhelmingly positive, with strengths in accuracy, communication, and tailored solutions, making them a strong candidate for clients in these sectors.
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Healthcare Media Retail

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Average Project Cost Breakdown

Less than $10,000 (2) $10,000 to $49,000 (1)

What Clients Have Said
Clients consistently highlight Accountants on Air's competitive pricing and the value they receive for their investment. One client noted paying $900 annually, emphasizing the excellent and efficient service provided. Another mentioned an annual expenditure of $2,800, citing their impressive financial management capabilities. Overall, feedback reflects a strong sentiment of satisfaction regarding the cost-effectiveness and quality of service, with one client specifically appreciating the company's good value for the cost.
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Greyson Tax & Consulting

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Columbus, OH

Services provided

75% Accounting

15% Business Consulting

10% Financial Consulting

Focus Areas

100% Tax Preparation

Greyson Tax & Consulting is an accounting services firm specializing in bookkeeping, tax preparation, and financial statement preparation. Reviews highlight their expertise in tax filing and business structuring, with clients reporting significant financial savings, such as a $30,000 tax reduction. Clients commend their timely communication and personalized service, noting a seamless integration with modern business needs.

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1 of 1 Accounting reviews are 5 stars

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

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

Greyson Tax Consulting has demonstrated expertise primarily in the real estate industry, providing comprehensive tax and bookkeeping services that streamline financial processes and enhance business performance. Clients have reported significant financial savings, notably around $30,000 in taxes, due to their effective strategies and timely communication. The positive sentiment reflects their ability to support growth in real estate operations, making them a suitable partner for businesses seeking reliable financial consulting.
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Real estate

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Average Project Cost Breakdown

What Clients Have Said
Clients have consistently praised Greyson Tax Consulting for their exceptional value for money, with one client reporting a savings of $30,000 in taxes, showcasing a significant return on investment. The firm's ability to manage complex financial tasks efficiently and provide timely communication further enhances their perceived value. Overall, clients feel that the cost of services is justified by the substantial financial benefits received, leading to a high level of satisfaction.
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Lombardo Ayers & Company, LLC

5.0 1 review

$1,000+

$25 - $49 / hr

10 - 49

Annapolis, MD

Services provided

85% Accounting

15% Business Consulting

Focus Areas

100% Tax Preparation

Lombardo Ayers & Company, LLC is an accounting services firm specializing in tax preparation, financial reporting, and business auditing. They are praised for their expertise in tax matters and their reliability in meeting deadlines, with 100% of reviewers highlighting their proactive communication and strategic financial input. Their ability to enhance financial decision-making and provide accurate tax liability forecasts is particularly valued by clients.

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1 of 1 Accounting reviews are 5 stars

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

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

Lombardo Ayers & Company, LLC has demonstrated expertise primarily in the IT Services sector, providing reliable accounting and tax solutions. Clients praise their strong communication, trustworthiness, and proactive engagement in financial decision-making. The firm is recognized for its ability to enhance clients' financial strategies, particularly concerning tax liabilities, thereby enabling better resource allocation. Overall sentiment is extremely positive, solidifying their reputation as a dependable partner in the IT Services industry.
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IT Services

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Average Project Cost Breakdown

What Clients Have Said
Clients have praised Lombardo Ayers & Company for their expertise in accounting and tax preparation, emphasizing the value they provide in ensuring accuracy and compliance. One client noted their billing structure as net30 and hourly for most services, with a flat rate for year-end tax preparation. Overall sentiment reflects satisfaction with the perceived value for money, highlighting effective communication and proactive support as key strengths, contributing to a solid return on investment.
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Cloud Accountant Staffing

4.9 15 reviews

Undisclosed

Undisclosed

250 - 999

Indianapolis, IN

Services provided

10% Accounting

40% Finance & Accounting Outsourcing (FAO)

20% Back Office Outsourcing +2

15% Recruitment Process Outsourcing

15% Staffing

Focus Areas

40% Tax Preparation

30% Tax Audit

30% Tax Consulting

Cloud Accountant Staffing is an accounting services firm that specializes in bookkeeping, tax preparation, and financial reporting. According to reviews, they consistently deliver timely and professional services, with 100% of reviewers noting their strong communication and cultural alignment. Clients appreciate their ability to provide skilled talent and emphasize their good value for cost. Their services are frequently described as efficient and aligned with client objectives.

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Reviews mention Collaborative
Clients commend Cloud Accountant Staffing for their collaborative approach, emphasizing their responsiveness and flexibility. One client noted the team’s commitment to regular check-ins, ensuring alignment and engagement throughout the process. They are described as '100% team players' who prioritize clear communication and respect. Their ability to provide high-quality candidates while alleviating stress in the hiring process showcases their dedication to fostering a successful team environment.

Recruitment Services for Accounting & Back Office Company

5.0 Jan 23, 2025

Cloud Accountant Staffing provides regular check-ins with both their team members and clients. They remain engaged in the relationships on both ends to ensure that it is a good fit. They are flexible, accommodating, and willing to share feedback and suggestions for success in all areas. Cloud Accountant Staffing has been incredibly responsive in all areas. If the initial contact does not have an answer, they are quick to direct the question to someone else on their team that can help. They have ensured that we are aware of any cultural expectations, holidays, and anything else that might not be clear within the international exchange. They are willing to help with new circumstances or issues that might come about through the process that are initially unknown. They are 100% team players who want everyone to succeed in the best environment. Cloud Accountant Staffing is passionate about people. They want to ensure that everyone is treated fairly, communicated with clearly, and handled with respect. They are an extremely collaborative team that can rely on one another to accomplish things with excellence.
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2 of 2 Tax Preparation reviews are 5 stars

$10,000 – $49,000 avg. project cost

Tax Preparation Experience

Cloud Accountant Staffing has received overwhelmingly positive feedback for their Tax Preparation services, with 100% of reviewers expressing satisfaction. Clients commend their expertise in tax and accounting, noting strong communication, responsiveness, and timely deliverables. Specific strengths highlighted include their ability to manage complex accounting tasks and provide valuable support in tax return preparation. Reviewers also appreciated their cost-effectiveness and alignment with company values, indicating a strong cultural fit.
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6 of 6 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Financial Services Company
5.0 — Cloud Accountant Staffing provides accounting services for a financial services company. The team handles day-to-day bookkeeping, accounting management, and basic tax preparation. Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (8) Less than $10,000 (1) $50,000 to $199,999 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently commend Cloud Accountant Staffing for their competitive pricing and overall value for money. Feedback highlights that the company offers a 'good value for cost' and fits within budget constraints, as noted by multiple clients. One client emphasized that they were able to hire qualified candidates without exceeding their financial limits. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, making Cloud Accountant Staffing a favorable choice for businesses seeking quality staffing solutions.
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Burton & Co., CPAs

5.0 1 review

Undisclosed

$150 - $199 / hr

10 - 49

New York, NY

Services provided

80% Accounting

20% Business Consulting

Focus Areas

60% Tax Preparation

20% Cryptocurrency Tax Services

20% Tax Consulting

Burton & Co., CPAs is a distinguished accounting firm offering comprehensive services, including bookkeeping, tax preparation, and external CFO functions. Reviewers commend their exceptional communication, attention to detail, and ability to simplify complex financial scenarios. With 100% positive feedback, they are praised for innovative financial strategies and seamless integration with clients, enhancing financial health and efficiency.

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1 of 1 Accounting reviews are 5 stars

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

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

Burton & Co., CPAs has demonstrated expertise primarily in the IT Services sector, particularly assisting small businesses like Victorious SEO. Feedback highlights their strengths in effective bookkeeping, tax strategy, and financial forecasting. Clients appreciate their technological fluency, proactive communication, and ability to simplify complex financial matters. Overall sentiment is highly positive, with clients noting significant improvements in cash flow and operational efficiency, making them a strong candidate for businesses seeking reliable financial management in technology-driven industries.
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IT Services

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Average Project Cost Breakdown

What Clients Have Said
Clients have praised Burton & Co., CPAs for their cost-effectiveness and the substantial value they provide. One client noted that Dave's ability to simplify complex financial scenarios while delivering a high-quality service stood out, making them feel well cared for. Additionally, the optimization of payment processes is projected to save the client $50,000 this year, highlighting the firm's ability to deliver significant financial benefits relative to their pricing.
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