# Top Tax Preparation Services in the United States Highly reviewed Tax Preparation companies in United States include George Dimov, CPA, CoCountant, Pacific Accounting & Business Services, indinero, 1-800Accountant, Hiline, KDG, Top Virtual Assistant, Rise Accounting, Afrishore BPO. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Tax Preparation Services in the United States Ratings Updated: Jul 15, 2026 ### [George Dimov, CPA](https://clutch.co/profile/george-dimov-cpa) #### 4.8 out of 5 star rating (37 reviews) - $200 - $300 average hourly rate - 10 - 49 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 85% Accounting - 15% Tax Law #### Company description George Dimov, CPA is a comprehensive accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. With a strong focus on timely delivery and problem-solving, 100% of reviewers commend their effective communication and professionalism. While a small percentage note communication could improve, clients overwhelmingly appreciate their proactive and detailed approach to complex financial needs. [Visit Website](https://dimovtax.com/contact/) #### Communicative The reviews for George Dimov, CPA highlight a strong sentiment of effective communication. Clients consistently noted the firm's prompt responses and clarity in interactions, with one stating, "Fast replies which included all the information that was needed to take an informed and appropriate decision." Another client emphasized the "healthy, reliable, and solution-oriented" communication flow. Overall, clients expressed satisfaction with the firm's communicative approach, describing it as professional, courteous, and efficient. - Accounting Services for Insurance Agency (5.0/5, Jan 31, 2024): Parts of the project did take longer than expected, but through no fault of George Dimov, CPA. His whole team was great at communicating any issues that popped up, their needs, and solutions every step of the way. Email or Messaging App was the primary form of communication with George Dimov, CPA. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/265544) - Accounting for Financial Management Company (5.0/5, Apr 12, 2021): It is very easy to work with George Dimov CPA. Communication flow is healthy, reliable, and solution-orientated. They provide many avenues of communication and are easy to contact and quick to respond. Our communication was consistent weekly/bi-monthly throughout the year. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/122358) - Accounting Services for Digital Media Agency (5.0/5, Feb 28, 2021): The whole team offered incredible transparency and communication throughout the entire process, and always met the timelines they promised us. They always get the job done on time and provide follow-up service within reach and ease. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/82284) - Tax Services for Corporation (5.0/5, May 6, 2020): Workflow was great. Communication strong and I appreciated their attention to detail. The willingness to put in the hours necessary to get the job done was impressive, with no complaint or pushback. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/79970) - Accounting, QuickBooks Setup & Tax Return for Translation Co (5.0/5, Oct 30, 2025): Fast replies which included all the information that was needed to take an informed and appropriate decision. George Dimov, CPA's communication is easy, and everything happens quickly with no mistakes. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/416741) #### 4.8 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/george-dimov-cpa?verified=true#reviews) - Less than $10,000 (6 reviews) - $10,000 to $49,000 (6 reviews) - $50,000 to $199,999 (3 reviews) #### Responsive George Dimov, CPA is responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. #### Completed projects in 10 cities - Middletown, Delaware (1 projects) - Fort Lauderdale, Florida (1 projects) - Miami, United States (1 projects) - Bethesda, Maryland (1 projects) - Austin, Texas (1 projects) - Hamden, Connecticut (1 projects) - New York City, New York (5 projects) - Los Angeles, California (1 projects) - Boston, Massachusetts (1 projects) - Oakton, United States (1 projects) This provider is available in 4 time zones: - Central Standard Time (CST) - Eastern Standard Time (EST) - Pacific Standard Time (PST) - Mountain Standard Time (MST) This provider is fluent in 12 languages: - English - Mandarin - Spanish - Arabic - Hindi - Russian - Korean - Turkish - Vietnamese - Urdu - Ukrainian - Cantonese [View Reviews](https://clutch.co/profile/george-dimov-cpa?verified=true#reviews) --- ### [CoCountant](https://clutch.co/profile/cocountant) #### 4.9 out of 5 star rating (12 reviews) - $1,000+ minimum project size - 50 - 249 employees - Cambridge, MA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Finance & Accounting Outsourcing (FAO) #### Company description CoCountant is a proficient accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. Across all reviews, clients commend their responsiveness and high-quality service, with 100% of reviewers noting timely deliverables and their ability to adapt to client needs. Key strengths include their comprehensive bookkeeping services and audit-ready financial statement preparation, while an area for improvement is more proactive data visualization. [Visit Website](https://cocountant.com/services/tax-advisory-filing-services/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory?utm_source=clutch.co&utm_medium=referral&utm_campaign=us-accounting-tax-payroll) #### 1 review mentions Tax Preparation Tax Preparation Experience CoCountant has received predominantly positive feedback in their Tax Preparation services, with clients highlighting their expertise in timely financial reporting and payroll tax handling. Notably, 90% of reviewers praised their responsiveness and tailored reporting, while 10% suggested improvements in real-time communication access. Clients report improved financial oversight and satisfaction with the value offered, reinforcing CoCountant as a strong candidate for tax-related projects. - 0 of 1 Tax Preparation reviews is 5 stars - 1 new review for Tax Preparation in past 6 months - Unknown avg. project cost [Read Most Recent Review](https://clutch.co/profile/cocountant#review-451138) #### 4 reviews mention Accounting Accounting & Tax Filing Services for SaaS Data Company 5.0/5 — 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 filing. - 3 of 4 Accounting reviews are 5 stars - 2 new reviews for Accounting in past 6 months - Unknown avg. project cost [Read Full Review](https://clutch.co/go-to-review/cocountant/396446) #### Completed projects in 5 cities - Coral Gables, Florida (1 projects) - North Charleston, South Carolina (1 projects) - South Houston, Texas (1 projects) - Somerset, New Jersey (1 projects) - Boston, Massachusetts (1 projects) This provider is available in 1 time zone: - Eastern Standard Time (EST) This provider is fluent in 1 language: - English [View Reviews](https://clutch.co/profile/cocountant?verified=true#reviews) #### 3 fixed price Accounting packages 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. --- ### [Pacific Accounting & Business Services](https://clutch.co/profile/pacific-accounting-business-services) #### 4.9 out of 5 star rating (10 reviews) - $1,000+ minimum project size - 1,000 - 9,999 employees - Irving, TX #### Services Provided - Allocation of Expertise by Percentage - 60% Accounting - 25% Finance & Accounting Outsourcing (FAO) - 15% Fractional CFO Services #### Company description Pacific Accounting & Business Services is a prominent provider of bookkeeping, tax preparation, financial reporting, and comprehensive accounting services. With a notable 83% of reviews highlighting their timely delivery and attention to detail, clients commend their efficient communication and ability to enhance financial workflow. The firm receives praise for its consistent service quality and excellent client support. [Visit Website](https://connect.pacificabs.com/clutch-profile-pabs/?utm_medium=referral_profile&utm_source=clutch.co) #### Exceptional results Clients have reported exceptional results from their collaboration with Pacific Accounting & Business Services, highlighting increased visibility into company performance and timely delivery of services. One executive noted, 'The people truly care and are very friendly,' emphasizing their high level of knowledge and commitment to exceeding expectations. Overall, the sentiment reflects strong satisfaction with clear communication and effective project management, with no areas for improvement identified. #### 1 review mentions Tax Preparation 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. - 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 [Read Most Recent Review](https://clutch.co/profile/pacific-accounting-business-services#review-403078) #### 6 reviews mention Accounting Outsourced Accounting for Business Services Company 5.0/5 — Pacific Accounting & Business Services offers outsourced accounting services for a business services company's end clients. Tasks include data entry, bank reconciliations, cash applications, and Excel support. - 5 of 6 Accounting reviews are 5 stars - 6 new reviews for Accounting in past 6 months - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/pacific-accounting-business-services/405966) #### Completed projects in 7 cities - Boynton Beach, Florida (1 projects) - Bakersfield, California (1 projects) - Boise, Idaho (1 projects) - Kahului, Hawaii (1 projects) - Honolulu, Hawaii (1 projects) - Anchorage, Alaska (1 projects) - Enoch, Utah (1 projects) This provider is available in 5 time zones: - India Standard Time (IST) - Hawaii Standard Time (HST) - Central Standard Time (CST) - Pacific Standard Time (PST) - Mountain Standard Time (MST) This provider is fluent in 1 language: - English [View Reviews](https://clutch.co/profile/pacific-accounting-business-services?verified=true#reviews) --- ### [indinero](https://clutch.co/profile/indinero) #### 4.9 out of 5 star rating (20 reviews) - $100 - $149 average hourly rate - 50 - 249 employees - Walnut, CA #### Services Provided - Allocation of Expertise by Percentage - 30% Accounting - 5% Compliance Consulting - 50% Finance & Accounting Outsourcing (FAO) - 15% Fractional CFO Services #### Company description Indinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses. [Visit Website](https://www.indinero.com/talk-to-an-expert/) #### Reviewed 1 time in the past 6 months Recent reviews for indinero reflect a strong positive sentiment, highlighting their expertise in financial organization and budgeting. Clients, such as the President & CEO of GO Processing, commend their ability to simplify complex financial topics and provide reliable project management. Noteworthy feedback includes improved financial visibility and strategic budget reallocation, with clients feeling supported as they navigate growth. Overall, indinero is perceived as a genuine partner, with no significant areas for improvement identified. - 1 of 1 reviews is 5 stars - 1 new review for Accounting services - $10,000 – $49,000 avg. project cost [Read 1 Recent Review](https://clutch.co/profile/indinero?sort_by=date_desc&verified=true#reviews) #### Experience in 4 industries Indinero has demonstrated strong expertise across various industries, including financial services, advertising & marketing, medical, and software. Clients commend their attention to detail, responsiveness, and organizational skills, particularly in financial management and strategic planning. Overall sentiment is highly positive, with businesses highlighting improved financial visibility and operational efficiency, making Indinero a suitable partner for companies looking to enhance their accounting and financial processes. [Read All Reviews](https://clutch.co/profile/indinero?verified=true#reviews) ##### Nonprofit Experience Indinero demonstrates strong expertise in the nonprofit sector, providing tailored accounting services that resonate well with clients. A CEO noted their ability to efficiently manage complex accounting needs, including 990 filings, and praised their flexible pricing and knowledgeable staff. The firm was instrumental in cleaning up financial records and establishing effective systems for ongoing management. Overall, clients express high satisfaction, highlighting Indinero's support as crucial for their organizational success. - 1 review for nonprofit industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Background Check Organization (5.0/5, Apr 5, 2022): inDinero provides accounting services for a background check organization. They help with filing and fixing the company's accounting mishaps from the previous years. [Read Full Review](https://clutch.co/go-to-review/indinero/15090) ##### Medical Experience indinero has demonstrated strong expertise in the Medical industry, particularly in providing strategic planning and accounting services for healthcare providers like nursing homes. Client feedback highlights their professionalism, responsiveness, and ability to ensure compliance with audits, showcasing their impact on operational efficiency. Overall, their proficiency in managing financial aspects aligns well with the needs of medical organizations, making them a suitable partner for projects requiring meticulous financial oversight. - 1 review for medical industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services for Clinical Consulting Company (5.0/5, Nov 13, 2024): indinero provides accounting services for a clinical consulting company. The team is responsible for the client's accounting management, taxes, and strategic planning. [Read Full Review](https://clutch.co/go-to-review/indinero/330596) ##### Consulting Experience inDinero demonstrates strong expertise in the consulting industry, particularly in healthcare, by providing comprehensive bookkeeping and financial reporting services. Clients appreciate their timely communication and dedicated support that adapts to unique business needs, leading to improved financial management. Overall, the sentiment towards inDinero is highly positive, indicating its effectiveness in enhancing operational efficiency and ensuring accurate financial oversight, making it a compelling option for businesses seeking reliable consulting solutions. - 1 review for consulting industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Back Office Fiscal Services for Healthcare Consulting Firm (5.0/5, Apr 8, 2022): inDinero works for a healthcare consulting firm to clean up their books, take over their bookkeeping, and produce fiscal reports. They also assist with payroll support, month-end reconciliation, and more. [Read Full Review](https://clutch.co/go-to-review/indinero/15466) ##### Agriculture Experience InDinero has demonstrated strong expertise in providing accounting services tailored for the Agriculture industry, as evidenced by their partnership with Ricult, a fintech company. Clients commend their responsiveness, knowledge, and efficient management of financial reporting and taxation. The firm’s ability to meet deadlines consistently and their user-friendly reporting dashboard enhance operational efficiency. Their strength in handling complex financial requirements makes them a compelling choice for businesses seeking reliable financial management in the Agriculture sector. - 1 review for agriculture industry - 1 review is 5 stars - $1,000,000 – $9,999,999 avg. project cost - Accounting Services for Agriculture FinTech Firm (5.0/5, Apr 6, 2022): InDinero managed all accounting requirements for an agricultural fintech firm. These included taxation, management reporting, consolidation of reports, and tax services. [Read Full Review](https://clutch.co/go-to-review/indinero/15213) ##### Consumer Products Experience Clients in the Consumer Products industry commend inDinero for their expertise in managing accounting for inventory-holding companies. Feedback highlights their timely and attentive service, particularly in cleaning and reconciling financial records. One client noted that inDinero helped them achieve an accurate understanding of their financial health, demonstrating significant impact on operations. Overall sentiment suggests that inDinero is well-suited for businesses seeking reliable financial management in the Consumer Products sector. - 1 review for consumer products industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Finance & Accounting Services for Consumer Products Company (5.0/5, Apr 1, 2022): inDinero provides finance and accounting services for a consumer products company. They have cleaned and reconciled the client's financial transactions and are now managing its accounting using Quickbooks. [Read Full Review](https://clutch.co/go-to-review/indinero/14837) ##### Sports Experience InDinero has demonstrated strong expertise in accounting for the sports industry, particularly noted by Just Play, a sports app. The founder highlighted their timely and effective management of financial services, allowing the company to focus on growth. The collaboration has resulted in organized accounts and strategic financial insights. Clients appreciate the support and proactive communication, confirming InDinero's capability to cater to the unique needs of sports-related businesses. - 1 review for sports industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Sports App (5.0/5, Mar 29, 2022): inDinero provides accounting services for a sports platform. They manage the client's accounting needs using QuickBooks. [Read Full Review](https://clutch.co/go-to-review/indinero/14602) ##### Advertising & marketing Experience Client feedback highlights indinero's strong expertise in delivering tailored accounting solutions for the Advertising & Marketing sector. With a focus on streamlining financial processes, they have significantly improved clients' operational efficiency and financial clarity. Their proactive communication and commitment to understanding client needs foster a collaborative partnership, making them a valuable asset to B2B marketing agencies. Overall sentiment is overwhelmingly positive, indicating indinero as a reliable partner for growth and financial management. - 3 reviews for advertising & marketing industry - 3 reviews are 5 stars - $10,000 – $49,000 avg. project cost - FAO & Financial Consulting for Marketing Agency (5.0/5, Sep 12, 2024): A marketing agency has hired indinero to provide finance and accounting services. The team is responsible for financial consulting, bookkeeping, payroll, tax services, and outsourced CFO needs. [Read Full Review](https://clutch.co/go-to-review/indinero/313949) - FAO, Consulting & Fractional CFO Services for Mktg Agency (5.0/5, Sep 18, 2024): A marketing agency has hired indinero to provide accounting services. The team is also responsible for providing fractional CFO services and financial consulting and instituting GAAP-compliant policies. [Read Full Review](https://clutch.co/go-to-review/indinero/315344) - Accounting & Fractional CFO Services for Mktg & Branding Co (5.0/5, Dec 9, 2025): indinero provides accounting services for a marketing and branding company. The team tracks the client's accounts payable and receivable, provides payroll support, and offers fractional CFO assistance. [Read Full Review](https://clutch.co/go-to-review/indinero/424499) ##### Other industries Experience Indinero has garnered positive feedback across various Other industries, showcasing their expertise in accounting and bookkeeping. Clients appreciate their responsiveness, quality of service, and ability to streamline financial processes. Notably, they have effectively managed complex accounting needs for businesses in diverse sectors, such as healthcare, food service, and fintech. Overall, the sentiment reflects strong satisfaction with their capabilities, making Indinero a suitable partner for companies seeking reliable financial management solutions. - 12 reviews for other industries industry - 12 reviews are 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services for Sports App (5.0/5, Mar 29, 2022): inDinero provides accounting services for a sports platform. They manage the client's accounting needs using QuickBooks. [Read Full Review](https://clutch.co/go-to-review/indinero/14602) - Finance & Accounting Services for Software Development Firm (5.0/5, Mar 30, 2022): inDinero provides finance and accounting services for a software development firm. They support the client's accounting, tax, and financial projection, ensuring financial resources are placed on business goals. [Read Full Review](https://clutch.co/go-to-review/indinero/14603) - Accounting Services for Virtual Care Platform Company (5.0/5, Apr 1, 2022): A virtual care platform hired inDinero for accounting services. They manage accounts payable transactions, monthly bank reconciliation, accounts receivable, Expensify optimization, and payroll administration.  [Read Full Review](https://clutch.co/go-to-review/indinero/14825) - Finance & Accounting Services for Consumer Products Company (5.0/5, Apr 1, 2022): inDinero provides finance and accounting services for a consumer products company. They have cleaned and reconciled the client's financial transactions and are now managing its accounting using Quickbooks. [Read Full Review](https://clutch.co/go-to-review/indinero/14837) - Accounting Services for Background Check Organization (5.0/5, Apr 5, 2022): inDinero provides accounting services for a background check organization. They help with filing and fixing the company's accounting mishaps from the previous years. [Read Full Review](https://clutch.co/go-to-review/indinero/15090) - Accounting Services for Agriculture FinTech Firm (5.0/5, Apr 6, 2022): InDinero managed all accounting requirements for an agricultural fintech firm. These included taxation, management reporting, consolidation of reports, and tax services. [Read Full Review](https://clutch.co/go-to-review/indinero/15213) - Back Office Fiscal Services for Healthcare Consulting Firm (5.0/5, Apr 8, 2022): inDinero works for a healthcare consulting firm to clean up their books, take over their bookkeeping, and produce fiscal reports. They also assist with payroll support, month-end reconciliation, and more. [Read Full Review](https://clutch.co/go-to-review/indinero/15466) - Accounting Services for SaaS Company (5.0/5, Apr 20, 2022): inDinero is a SaaS company’s accounting partner, handling bookkeeping and tax-filing processes. They’ve initially facilitated a multi-day onboarding to understand the client’s business.  [Read Full Review](https://clutch.co/go-to-review/indinero/16363) - Accounting for SaaS Company (5.0/5, Aug 16, 2022): inDinero was hired by a SaaS company to prepare their taxes and keep their books in order. They've set up a Quickbooks online profile. [Read Full Review](https://clutch.co/go-to-review/indinero/154223) - Accrual Accounting Services for Food Service Management Co (5.0/5, Sep 6, 2023): A food service management company hired inDinero to clean their books and provide accrual accounting. The team merged seven QuickBooks Online accounts into one and streamlined the accounts payable process. [Read Full Review](https://clutch.co/go-to-review/indinero/230817) - Accounting & Bookkeeping for Software Company (5.0/5, Jan 7, 2025): indinero provides accounting, bookkeeping, tax, and fraction CFO services to a software company. They handle everything, from adding a subsidy in a new country to conducting a sales tax nexus study. [Read Full Review](https://clutch.co/go-to-review/indinero/341415) - Bookkeeping & Tax Services for HealthTech Firm (5.0/5, Oct 28, 2025): indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. [Read Full Review](https://clutch.co/go-to-review/indinero/416349) ##### Software Experience Indinero has consistently demonstrated expertise in accounting and financial services for the Software industry, notably SaaS companies. Clients express high satisfaction with their responsiveness, accuracy, and flexibility in managing bookkeeping and tax obligations. Their ability to adapt to various business needs, including cross-country accounting, enhances operational efficiency. Overall, the sentiment is overwhelmingly positive, indicating Indinero as a strong partner for software businesses seeking reliable financial management. - 6 reviews for software industry - 6 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Finance & Accounting Services for Software Development Firm (5.0/5, Mar 30, 2022): inDinero provides finance and accounting services for a software development firm. They support the client's accounting, tax, and financial projection, ensuring financial resources are placed on business goals. [Read Full Review](https://clutch.co/go-to-review/indinero/14603) - Accounting Services for Virtual Care Platform Company (5.0/5, Apr 1, 2022): A virtual care platform hired inDinero for accounting services. They manage accounts payable transactions, monthly bank reconciliation, accounts receivable, Expensify optimization, and payroll administration.  [Read Full Review](https://clutch.co/go-to-review/indinero/14825) - Accounting Services for SaaS Company (5.0/5, Apr 20, 2022): inDinero is a SaaS company’s accounting partner, handling bookkeeping and tax-filing processes. They’ve initially facilitated a multi-day onboarding to understand the client’s business.  [Read Full Review](https://clutch.co/go-to-review/indinero/16363) - Accounting for SaaS Company (5.0/5, Aug 16, 2022): inDinero was hired by a SaaS company to prepare their taxes and keep their books in order. They've set up a Quickbooks online profile. [Read Full Review](https://clutch.co/go-to-review/indinero/154223) - Accounting & Bookkeeping for Software Company (5.0/5, Jan 7, 2025): indinero provides accounting, bookkeeping, tax, and fraction CFO services to a software company. They handle everything, from adding a subsidy in a new country to conducting a sales tax nexus study. [Read Full Review](https://clutch.co/go-to-review/indinero/341415) - Bookkeeping & Tax Services for HealthTech Firm (5.0/5, Oct 28, 2025): indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. [Read Full Review](https://clutch.co/go-to-review/indinero/416349) ##### Financial services Experience Indinero has demonstrated significant expertise in the financial services sector, particularly by enhancing budgeting, forecasting, and financial organization for clients like GO Processing. Their attention to detail and responsiveness has fostered a strong partnership, allowing clients to gain better visibility into finances and optimize spending. Clients commend their ability to simplify complex financial topics and provide valuable insights through webinars. Overall, Indinero is well-regarded for their organized project management and strong alignment with the needs of growing financial businesses. - 1 review for financial services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Financial Services Firm (5.0/5, May 6, 2026): 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 nationwide. [Read Full Review](https://clutch.co/go-to-review/indinero/455230) #### Very responsive indinero is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. #### Completed projects in 14 cities - Wilmington, Delaware (1 projects) - Orlando, Florida (1 projects) - Austin, Texas (2 projects) - Chicago, Illinois (1 projects) - Indianapolis, Indiana (1 projects) - Detroit, Michigan (1 projects) - Manhattan, New York (1 projects) - New York City, New York (2 projects) - Cincinnati, Ohio (2 projects) - Oakland, California (1 projects) - San Francisco, California (1 projects) - Henderson, Nevada (1 projects) - Boston, Massachusetts (1 projects) - Philadelphia, Pennsylvania (1 projects) This provider is available in 4 time zones: - Central Standard Time (CST) - Eastern Standard Time (EST) - Pacific Standard Time (PST) - Mountain Standard Time (MST) This provider is fluent in 2 languages: - English - Spanish [View Reviews](https://clutch.co/profile/indinero?verified=true#reviews) --- ### [1-800Accountant](https://clutch.co/profile/1-800accountant) #### 4.5 out of 5 star rating (31 reviews) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://1800accountant.com//lp/accounting-services-geo?utm_source=clutch.co&utm_medium=affiliate&utm_campaign=clutch) #### 1 review mentions Tax Preparation Tax Preparation Experience 1-800Accountant receives positive feedback for their Tax Preparation services, with clients appreciating their responsiveness and good value for cost. Satisfaction is highlighted, with 100% of reviewers noting successful completion of taxes and effective communication. Clients particularly commend the company's budget-friendly pricing and efficient project management. Overall, the sentiment is overwhelmingly positive, demonstrating 1-800Accountant's expertise and reliability in tax services. - 1 of 1 Tax Preparation reviews is 5 stars - 1 new review for Tax Preparation in past 6 months - Less than $10,000 avg. project cost [Read Most Recent Review](https://clutch.co/profile/1-800accountant#review-392273) #### 4 reviews mention Accounting Tax Management & Consultancy for Medical Dosimetry Provider 5.0/5 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. - 4 of 4 Accounting reviews are 5 stars - 2 new reviews for Accounting in past 6 months - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/1-800accountant/109926) #### Experience in 4 industries 1-800Accountant has demonstrated expertise across diverse industries including Healthcare, Wellness & Fitness, Transportation, and Advertising & Marketing. Clients commend their responsiveness, cost-effective solutions, and ability to meet tax compliance needs. The overall sentiment is positive in Healthcare and Wellness, while experiences in Advertising & Marketing highlight concerns with project management. Potential clients in Healthcare and Wellness sectors may find them particularly suitable due to their specialized knowledge and strong client relationships. [Read All Reviews](https://clutch.co/profile/1-800accountant?verified=true#reviews) ##### Wellness & Fitness Experience Clients in the Wellness & Fitness industry commend 1-800Accountant for their tax compliance expertise and personalized service. The feedback highlights their friendly demeanor, timely project management, and effective communication, which significantly ease the tax preparation process for businesses like personal development coaching. Overall, the sentiment is positive, indicating that 1-800Accountant is well-suited to support the financial needs of companies in the Wellness & Fitness sector. - 1 review for wellness & fitness industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Personal Development Coaching Co (5.0/5, Feb 21, 2025): 1-800Accountant provides ongoing accounting services for a personal development coaching company. The team handles tax compliance and onboarding advising. [Read Full Review](https://clutch.co/go-to-review/1-800accountant/354411) ##### Healthcare Experience 1-800Accountant has garnered positive feedback from healthcare clients for their expertise in tax and accounting management. Clients in the healthcare sector, including home health care and cancer services, commend their responsiveness, cost-effectiveness, and ability to provide tailored financial solutions. The firm is noted for delivering timely results and maintaining strong communication, positioning them as a reliable partner for healthcare businesses seeking robust accounting support. - 2 reviews for healthcare industry - 2 reviews are 5 stars - Less than $10,000 avg. project cost - Tax Management & Consultancy for Medical Dosimetry Provider (5.0/5, Jan 12, 2022): A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. [Read Full Review](https://clutch.co/go-to-review/1-800accountant/109926) - Accounting & Tax Preparation for Healthcare Company (5.0/5, Jul 22, 2025): 1-800Accountant provides accounting services for a healthcare company. The team is responsible for handling the client's tax preparation for 2023 and 2024. [Read Full Review](https://clutch.co/go-to-review/1-800accountant/392273) ##### Transportation Experience 1-800Accountant demonstrates strong expertise in the Transportation industry, particularly in tax planning and bookkeeping for startups. Clients appreciate their proactive service, prompt communication, and alignment with company values. One client highlighted their thoroughness in ensuring compliance and anticipation of needs. Overall sentiment is positive, reflecting satisfaction with their friendly approach and willingness to explain complex topics, making them a suitable partner for Transportation businesses seeking reliable accounting services. - 1 review for transportation industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting for Travel Agency (5.0/5, Jan 17, 2025): 1-800Accountant provides accounting services for a travel agency. The team assists the client with tax planning, bookkeeping, and ensuring compliance with federal laws and proper dorm filings. [Read Full Review](https://clutch.co/go-to-review/1-800accountant/343983) ##### Advertising & marketing Experience 1-800Accountant has received negative feedback from clients in the Advertising & marketing sector, highlighting significant issues with their organization, communication, and project management. A client emphasized the lack of professionalism and failure to meet deadlines, which resulted in considerable stress. Although the initial sales interaction was noted as positive, the overall sentiment reflects disappointment in service delivery and execution. Potential clients in the Advertising & marketing industry may find it prudent to consider other options. - 1 review for advertising & marketing industry - Less than $10,000 avg. project cost - Financial Advisory & Accounting for B2B Marketing Agency (0.5/5, Jul 19, 2024): A B2B marketing agency has hired 1-800Accountant to provide personal and business tax preparation and financial advisory services. The team is responsible for filing the client's taxes. [Read Full Review](https://clutch.co/go-to-review/1-800accountant/301813) #### 4.1 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/1-800accountant?verified=true#reviews) - Less than $10,000 (5 reviews) --- ### [Hiline](https://clutch.co/profile/hiline) #### 5 out of 5 star rating (3 reviews) - 50 - 249 employees - Syracuse, NY #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 10% Back Office Outsourcing - 30% Finance & Accounting Outsourcing (FAO) - 20% HR Outsourcing #### Company description 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. [Visit Website](https://www.hiline.co/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### 1 review mentions Tax Preparation 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. - 1 of 1 Tax Preparation reviews is 5 stars - 1 new review for Tax Preparation in past 6 months - Unknown avg. project cost [Read Most Recent Review](https://clutch.co/profile/hiline#review-437100) #### 2 reviews mention Accounting Accounting for Code Scanning Company 5.0/5 — Hiline provided tax compliance services for a code scanning company. The team helped with US state and federal income tax returns, including filing, calculation, and ongoing support. - 2 of 2 Accounting reviews are 5 stars - 1 new review for Accounting in past 6 months - Unknown avg. project cost [Read Full Review](https://clutch.co/go-to-review/hiline/437100) #### Experience in 2 industries Hiline demonstrates strong expertise in the Information Technology and Food & Beverage industries. Clients in IT praised Hiline for efficient tax compliance and project management, resulting in significant time savings and clarity in financial reporting. In the Food & Beverage sector, their capabilities in bookkeeping, accounting, and HR services were highlighted, especially regarding e-commerce compliance. Overall, sentiment across industries is highly positive, showcasing Hiline's impact and suitability for clients requiring comprehensive financial and operational support. [Read All Reviews](https://clutch.co/profile/hiline?verified=true#reviews) ##### Information technology Experience Hiline demonstrates strong expertise in providing essential back-office solutions, including accounting, tax, and payroll services tailored for technology companies. Clients report significant efficiency gains, with one noting a reduction in time spent on administrative tasks from over ten hours to less than one. Their proactive project management and alignment with client values contribute to a positive overall sentiment, positioning Hiline as a reliable partner for businesses in the Information Technology sector seeking to streamline operations. - 2 reviews for information technology industry - 2 reviews are 5 stars - Unknown avg. project cost - Back-Office Outsourcing for AI Platform Company (5.0/5, Dec 19, 2025): Hiline provides back-office services for an AI platform company. The team handles the client's bookkeeping, accounting, tax, and payroll and delivers financial reports, tax filings, and tax credit services. [Read Full Review](https://clutch.co/go-to-review/hiline/426718) - Accounting for Code Scanning Company (5.0/5, Feb 18, 2026): Hiline provided tax compliance services for a code scanning company. The team helped with US state and federal income tax returns, including filing, calculation, and ongoing support. [Read Full Review](https://clutch.co/go-to-review/hiline/437100) ##### Food & Beverage Experience Hiline has received positive feedback from clients in the Food & Beverage industry, particularly highlighting their expertise in e-commerce and comprehensive financial management services. Clients appreciate their on-time delivery of accounting, tax filings, and HR services, along with a strong cultural fit and responsive communication. Their ability to provide fractional CFO support has also been noted as a significant strength, making them a suitable choice for businesses seeking reliable financial and operational support in the Food & Beverage sector. - 1 review for food & beverage industry - 1 review is 5 stars - Unknown avg. project cost - Fractional CFO, Accounting & HR Services for Food Company (5.0/5, Mar 10, 2025): Hiline provides accounting, fractional CFO, and HR services for a food company. The team manages the client's federal and state tax registration, bookkeeping, payroll, and employee onboarding and offboarding. [Read Full Review](https://clutch.co/go-to-review/hiline/358457) #### 3 fixed price Accounting packages 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. --- ### [KDG](https://clutch.co/profile/kdg) #### 4.7 out of 5 star rating (44 reviews) - $5,000+ minimum project size - $200 - $300 average hourly rate - 10 - 49 employees - Allentown, PA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 15% UX/UI Design - 25% Custom Software Development - 20% IT Managed Services - 10% Low/No Code Development - 10% Web Design #### Company description KDG is a company offering a comprehensive suite of accounting services, including bookkeeping, financial statement preparation, and financial analysis, primarily leveraging Zoho Books. Their reviews indicate strong project management skills, responsiveness, and a client-focused approach, with 100% of reviewers praising their adaptability and ability to meet deadlines. Clients appreciate their transparency and dedication to improving business efficiency. [Visit Website](http://www.kyledavidgroup.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Experience in 11 industries KDG has garnered positive feedback across various industries, showcasing their expertise in Manufacturing, Education, Telecommunications, Business Services, and Financial Services. Clients consistently praise KDG's project management, technical proficiency, and strong communication. In Manufacturing, they notably improved CRM systems and operational efficiency. In Education, their ability to create customized web solutions helped institutions enhance their online presence. Overall, KDG is well-suited for clients seeking tailored technology solutions in these sectors. [Read All Reviews](https://clutch.co/profile/kdg?verified=true#reviews) ##### Manufacturing Experience KDG has garnered positive feedback from clients in the Manufacturing industry for their expertise in implementing Zoho applications and improving operational efficiencies. Clients highlighted KDG's strong project management skills, responsiveness, and their ability to create tailored solutions that drive sales and inventory management improvements. Their deep understanding of manufacturing processes and commitment to client training has resulted in measurable success, making them a reliable partner for businesses seeking to enhance their operational capabilities. - 6 reviews for manufacturing industry - 5 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Equipment & Supply Company (5.0/5, Jun 20, 2022): KDG provides ongoing accounting services for an equipment and supply company. They help the client set up Zoho Books, migrate to Quickbooks, balance 2021 books, and fix system inventory issues. [Read Full Review](https://clutch.co/go-to-review/kdg/23569) - Bookkeeping Services for Diversified Equipment Manufacturer (5.0/5, Oct 21, 2021): 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 through Zoho.  [Read Full Review](https://clutch.co/go-to-review/kdg/43022) - Communication Software Dev for Electric Company (5.0/5, May 14, 2019): KDG is designing and developing a custom field management software that allows employees to input and track information both in the office and in the field.  [Read Full Review](https://clutch.co/go-to-review/kdg/103504) - Internal Zoho Web & App Dev for Manufacturing Company (5.0/5, Jul 31, 2018): KDG transitioned numerous applications off Lotus Notes and onto Zoho Creator. As an ongoing development partner, they’ve developed multiple iOS and Android apps and provide regular maintenance. [Read Full Review](https://clutch.co/go-to-review/kdg/105272) - Web App Dev & Zoho Setup for Linear LED Lighting Mfr (4.0/5, Aug 6, 2025): KDG has built and maintained a custom web app for a linear LED lighting manufacturer. They've also migrated the client's system from QuickBooks Desktop to Zoho Books and integrated the suite of Zoho apps. [Read Full Review](https://clutch.co/go-to-review/kdg/396171) - Zoho CRM Update for Industrial Tools Manufacturer (5.0/5, Jan 2, 2026): KDG was hired by an industrial tools manufacturer to update their Zoho CRM to better align with their sales team's KPIs. The team trained the client's team during an on-site sales meeting to ensure adoption. [Read Full Review](https://clutch.co/go-to-review/kdg/428153) ##### Retail Experience KDG has demonstrated expertise in developing CRM systems tailored for the retail industry, notably enhancing functionalities for luxury watch retailers. Clients value their alignment with company values and the specialization in platforms like Zoho. However, feedback highlights concerns regarding project management and communication, suggesting a need for improvement in timely deliverables. Overall, KDG's strengths lie in their technical capabilities, but potential clients should weigh the importance of effective communication in project execution. - 1 review for retail industry - $10,000 – $49,000 avg. project cost - Custom Software Development for Luxury Watch Retailer (0.5/5, Jan 17, 2024): A luxury watch retailer hired KDG to help develop an existing CRM system. The team was responsible for building the platform using Zoho. [Read Full Review](https://clutch.co/go-to-review/kdg/262126) ##### IT Services Experience KDG has garnered positive feedback in the IT Services industry, highlighting their responsiveness, effective communication, and strong project management skills. Clients commend their expertise in cloud solutions and web hosting, notably improving operational efficiency and system reliability. Their approach fosters collaboration, making them feel like an extension of the client's team. With a focus on customer needs rather than sales, KDG is positioned as a reliable partner for companies seeking to enhance their IT capabilities. - 2 reviews for it services industry - 2 reviews are 5 stars - Less than $10,000 avg. project cost - Website Migration Services for Automation Service Provider (5.0/5, Mar 1, 2022): KDG provided supplemental development staff to a startup in growth mode. They supported a hosting migration after performing a forensic evaluation of the site. They now troubleshoot tickets and ensure uptime.  [Read Full Review](https://clutch.co/go-to-review/kdg/1398) - Zoho Analytics Dashboard Overhaul for Microsoft CSP Company (5.0/5, Sep 29, 2023): A Microsoft CSP company has hired KDG to overhaul their Zoho Analytics dashboard and improve its implementation. Tasks include building new queries and reports and designing a composite performance index.  [Read Full Review](https://clutch.co/go-to-review/kdg/236961) ##### Construction Experience KDG has received positive feedback within the construction industry, particularly for their expertise in IT systems integration and customized CRM solutions. Clients have praised their responsiveness, project management skills, and ability to tailor solutions to specific business needs. Strengths include effective communication and a proactive approach to troubleshooting. However, some clients noted concerns over project execution quality and billing practices. Overall, KDG demonstrates a solid capability to enhance operational efficiency in construction-related businesses. - 4 reviews for construction industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Zoho CRM Migration for Commercial Flooring Cooperative (4.5/5, Mar 17, 2022): KDG has helped a commercial flooring cooperative migrate from their old CRM and database to Zoho. The team has also customized the new system and developed purchase tracking and reporting features for it.  [Read Full Review](https://clutch.co/go-to-review/kdg/1976) - VPN, Software & Hardware Integration for Construction Company (5.0/5, Dec 6, 2017): KDG integrated hardware and software across multiple companies and locations, providing ongoing support. [Read Full Review](https://clutch.co/go-to-review/kdg/33441) - System Migration for Pool Construction & Cleaning Business (0.5/5, Oct 18, 2022): KDG was hired by a pool construction and cleaning business for help in migrating their business systems to the Zoho platform. They assured the client that the project was aligned with their core competencies. [Read Full Review](https://clutch.co/go-to-review/kdg/162881) - CRM System Dev for Basement Waterproofing Company (4.5/5, Sep 19, 2023): KDG developed a CRM system for a basement waterproofing company for digital data management to improve their analytical capabilities. Features included data, appointment, contract, and service call management. [Read Full Review](https://clutch.co/go-to-review/kdg/233899) ##### Consumer Products Experience KDG has demonstrated expertise in delivering custom CRM solutions for the Consumer Products industry, notably enhancing operational efficiency for a multinational nutritional supplement manufacturer. Their involvement led to 100% user adoption and improved customer retention through effective communication strategies. Clients commend KDG's team for their responsiveness and customer-centric approach, highlighting their ability to facilitate complex integrations and digital marketing efforts. Overall, KDG's professional and impactful collaboration positions them as a strong candidate for businesses in the Consumer Products sector. - 1 review for consumer products industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Software Dev & Digital Mktg for Nutritional Supplements Co (5.0/5, Oct 18, 2021): A manufacturer of nutritional supplements hired KDG to implement their Zoho CRM system and develop a quoting software. The client also outsourced their SEO and digital marketing efforts to the team. [Read Full Review](https://clutch.co/go-to-review/kdg/38992) ##### Legal Experience Feedback from legal industry clients highlights KDG's expertise in IT services tailored for law firms, emphasizing their ability to upgrade technology with minimal downtime. Clients commend KDG for enhancing data security and operational efficiency, noting a smooth workflow and responsive communication throughout projects. Overall, sentiment is highly positive, indicating that KDG is a reliable partner for legal firms seeking to modernize their IT infrastructure. - 1 review for legal industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Managed IT Services for Law Firm (5.0/5, Aug 7, 2020): KDG was hired by a law firm to upgrade all of their equipment and wiring within the building. [Read Full Review](https://clutch.co/go-to-review/kdg/33366) ##### Arts, entertainment & music Experience KDG has received positive feedback from clients in the Arts, entertainment & music industry, highlighting their expertise in custom branding and technology solutions tailored for nonprofits. Notably, Adam Schnell from Ballet Vero Beach praised KDG for their creativity and commitment to understanding specific organizational needs, resulting in impactful graphic design and website integration. Clients appreciate KDG's proactive communication and timely delivery, reinforcing their reputation as a reliable partner for arts organizations seeking to enhance their visibility and operational efficiency. - 1 review for arts, entertainment & music industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Design for Dance Company (5.0/5, Apr 24, 2017): KDG rebranded a nonprofit dance company. They developed a website, graphic design work, maintenance of the site, and web integration.  [Read Full Review](https://clutch.co/go-to-review/kdg/107495) ##### Nonprofit Experience The reviews highlight Kyle David Group's (KDG) expertise in supporting nonprofits, particularly through website development, IT consulting, and systems integration. Clients commend KDG for their responsiveness, professionalism, and ability to improve operational efficiency. Their contributions have significantly enhanced security measures and donor engagement for organizations in the nonprofit sector. Overall, the sentiment is highly positive, showcasing KDG as a dependable partner capable of addressing the unique challenges faced by nonprofits. - 1 review for nonprofit industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - IT Service Partner & Web Design for Nonprofit (5.0/5, Feb 2, 2018): After an initial site redesign, KDG provides hosting and maintenance. They continued to assist with IT support and consulting, including a current audit to assess software and increase service integration. [Read Full Review](https://clutch.co/go-to-review/kdg/47341) ##### Healthcare Experience KDG has demonstrated strong expertise in the Healthcare industry, particularly in developing tailored software solutions for specialized medical fields like infertility. Clients commend their ability to simplify complex data management and ensure HIPAA compliance. The collaborative approach and flexibility of the KDG team have garnered positive feedback, with clients noting their responsiveness and commitment to creating user-friendly solutions. Overall, KDG is well-positioned to support Healthcare projects requiring innovative data solutions. - 1 review for healthcare industry - 1 review is 5 stars - Unknown avg. project cost - Custom Web App Dev for Medical Technology Co. (5.0/5, Aug 11, 2020): KDG provides custom software development efforts for a medical technology company. They built a complex laboratory management system that streamlines efforts, inputs data in real-time, and produces reports. [Read Full Review](https://clutch.co/go-to-review/kdg/35993) ##### Dental Experience KDG demonstrates significant expertise in the Dental industry, as evidenced by their successful collaboration with DICE Dental. They excel in marketing, SEO, and patient generation, creating a visually appealing website and effectively enhancing online visibility. Clients commend their responsiveness and personalized approach, highlighting the tangible impact on patient acquisition. Overall, KDG is viewed as a dedicated partner that prioritizes client outcomes, making them a strong fit for dental practices seeking growth and increased patient engagement. - 1 review for dental industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Website Dev, Social Media Marketing & SEO for Dental Office (5.0/5, Aug 4, 2023): KDG developed a website for a dental office. The team also helped with SEO and social media marketing. Their tasks included writing blog posts and social media content and responding to reviews. [Read Full Review](https://clutch.co/go-to-review/kdg/222693) ##### Telecommunications Experience KDG demonstrates exceptional expertise in the Telecommunications industry, particularly in developing tailored web applications for service providers. Clients commend their professionalism, organizational skills, and commitment to project success. Their collaborative approach enables them to effectively address complex challenges, enhancing operational efficiency and customer engagement. With a strong focus on communication and transparency, KDG has proven to be a reliable partner, capable of scalable and agile product development, making them a solid choice for businesses seeking robust telecommunications solutions. - 2 reviews for telecommunications industry - 2 reviews are 5 stars - $1,000,000 – $9,999,999 avg. project cost - Custom Web App Dev for Telecommunications Services Company (5.0/5, Apr 21, 2020): KDG developed a web-based application that is hosted in Google Cloud and is written in Laravel PHP. There is a cutomer-facing interface and an internal portal that tracks projects, tickets, and billing. [Read Full Review](https://clutch.co/go-to-review/kdg/65498) - Custom Web App Development for Telecommunications Firm (5.0/5, Aug 27, 2024): KDG has been hired by a telecommunications firm to build a customer-facing web app. Their work focuses on cloud infrastructure development, app testing, and maintenance.   [Read Full Review](https://clutch.co/go-to-review/kdg/310156) ##### Real estate Experience The reviews highlight KDG | The Kyle David Group's strong expertise in developing custom CRM solutions tailored for the real estate industry. Clients commend their ability to create action-incentivized systems that enhance agent engagement and streamline administrative processes, leading to significant revenue increases. Their collaborative approach and strong communication were also praised. However, there is a noted need for improvement in visual design capabilities. Overall, clients find them to be a valuable partner for real estate technology needs. - 1 review for real estate industry - 1 review is 5 stars - $1,000,000 – $9,999,999 avg. project cost - CRM for Apartment Locating Company (5.0/5, Oct 8, 2019): After being hired for their Zoho CRM expertise, Kyle David Group (KDG) went on to build custom software for a real estate business. The software was for internal use, facilitating agents’ client connections. [Read Full Review](https://clutch.co/go-to-review/kdg/60582) ##### Consulting Experience The Kyle David Group has received positive feedback in the Consulting industry, particularly for their strategic evaluations and creative solutions. Clients commend their professionalism, timely project completion, and effective communication. Their ability to understand client challenges and propose multiple tailored strategies has proven impactful, leading to increased user engagement and inquiries post-project. Overall, their commitment to quality and responsiveness makes them a strong candidate for businesses seeking consulting expertise. - 1 review for consulting industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Rebranding for Healthcare & Higher Education Company (5.0/5, Oct 8, 2018): The Kyle David Group helped a consulting firm rebrand in order to expand its offerings and reach new markets. They advised on strategy, created new branding materials, and redesigned the company website. [Read Full Review](https://clutch.co/go-to-review/kdg/130945) ##### Software Experience KDG | The Kyle David Group demonstrates notable expertise in software development, particularly with the Zoho Creator platform. Clients commend their efficient problem-solving and project management skills, which provide a competitive edge in implementing custom software solutions. The team's ability to adapt solutions for diverse client needs, including multilingual support, showcases their strengths. However, potential clients should be aware of limited availability due to high demand, which may affect project timelines. - 1 review for software industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Zoho Creator Development for Computer Software Company (5.0/5, Oct 16, 2018): KDG | The Kyle David Group developed a platform on Zoho Creator to run email campaigns to suppliers and manage data. After providing ad hoc support, they segued into a second project to build another tool. [Read Full Review](https://clutch.co/go-to-review/kdg/134412) ##### Education Experience KDG has received overwhelmingly positive feedback from clients in the Education industry, highlighting their exceptional expertise and commitment to customizing solutions. Clients appreciated KDG's ability to understand specific educational needs and deliver tailored technological implementations, such as CRM systems and interactive donation platforms. The team's attentive project management and proactive communication fostered strong partnerships, resulting in significant improvements in operational efficiency and user engagement. Overall, KDG is well-regarded as a reliable partner for educational organizations seeking innovative and effective solutions. - 7 reviews for education industry - 7 reviews are 5 stars - $50,000 – $199,999 avg. project cost - Web Design & Dev for Liberal Arts College (5.0/5, Nov 6, 2017): KDG designed, developed, and implemented a WordPress desktop site and a mobile site for a small liberal arts college. Their hosting and maintenance work is ongoing. This review was updated by the client on January 27th, 2020. [Read Full Review](https://clutch.co/go-to-review/kdg/26410) - Cross Registration System for Educational Nonprofit Group (5.0/5, Aug 6, 2020): KDG developed a customized system for a nonprofit group of educational institutions. The goal of the system was to allow students to be able to register to different institutions that follow an approval chain. [Read Full Review](https://clutch.co/go-to-review/kdg/33098) - Website Redesign for Academic Organization (5.0/5, Sep 25, 2019): KDG redesigned a website to make it user-friendly, mobile-friendly and interactive. A scattered set of forms, payment processes, and membership information was organized into a more cohesive website.  [Read Full Review](https://clutch.co/go-to-review/kdg/52213) - Crowd Sourcing Web Portal Dev for High School (5.0/5, Mar 26, 2018): KDG built a 24-hour donation platform, integrating videos and other customized features. They also provided resources for running an all-day event and created an admin portal with backend access. [Read Full Review](https://clutch.co/go-to-review/kdg/63020) - Custom Web App Development for Law Tutoring Platform (5.0/5, Apr 20, 2020): A law school tutoring company hired KDG to help them build their new product, a web app. After creating wireframes, the team has begun building the platform’s database. They also built a Wordpress site. [Read Full Review](https://clutch.co/go-to-review/kdg/64220) - Web Dev for Liberal Arts College (5.0/5, Apr 24, 2017): KDG built the website for a college’s massive one-day giving campaign. The site included videos, social media, and graphics. Over 11 years, KDG completed multiple other projects, like a targeted email matrices. [Read Full Review](https://clutch.co/go-to-review/kdg/107344) - Custom Software Dev for Educational Systems Company (5.0/5, Aug 18, 2025): KDG has transitioned Salesforce, QuickBooks, SharePoint, and Excel into Zoho One CRM and Books for an educational systems company. The team has customized the platform to fit the client's business model. [Read Full Review](https://clutch.co/go-to-review/kdg/399085) ##### Financial services Experience KDG has demonstrated significant expertise in the Financial services industry, particularly through their accounting and UX design services. Clients appreciate their adaptability, effective communication, and ability to enhance operational efficiency. Feedback highlights KDG's strengths in project management and delivering tailored solutions, leading to improved customer satisfaction and lead generation. Their collaborative approach and focus on understanding client needs position them as a strong partner for businesses seeking to optimize financial operations and digital presence. - 4 reviews for financial services industry - 3 reviews are 5 stars - Less than $10,000 avg. project cost - Web Redesign for Financial Management Company (5.0/5, Apr 24, 2019): KDG redesigned and developed a website, including content development. [Read Full Review](https://clutch.co/go-to-review/kdg/94114) - Web Redesign, SEO, & Digital Marketing for Insurance Company (5.0/5, Oct 8, 2018): Initially commissioned to build a payroll app compatible with Zoho CRM, KDG | The Kyle David Group’s scope expanded to include frontend development, site migration, and ongoing digital marketing services. [Read Full Review](https://clutch.co/go-to-review/kdg/131007) - UX Design for Financial Services Company (5.0/5, Nov 8, 2022): A financial services company has hired KDG to provide UX design. They've been using Adobe XD as the main tool to enhance the client's website interface for their members. [Read Full Review](https://clutch.co/go-to-review/kdg/165958) - Accounting Services for Insurance Company (4.5/5, Feb 8, 2023): KDG provides accounting services for an insurance firm. Their tasks includes creating cash flow statements, conducting a budget analysis, and making financial forecasts. They use QuickBooks to execute the work. [Read Full Review](https://clutch.co/go-to-review/kdg/179923) ##### Business services Experience KDG demonstrates strong expertise in the Business Services industry, particularly in custom software solutions like CRM and invoicing systems. Clients praise their exceptional communication, project management, and the ability to tailor services to meet specific business goals. Their approach fosters a collaborative atmosphere, resulting in successful project outcomes, such as streamlined operations and enhanced brand representation. Overall, KDG is highly recommended for businesses seeking reliable and effective technology solutions. - 3 reviews for business services industry - 2 reviews are 5 stars - $50,000 – $199,999 avg. project cost - Web Design for Human Resources Services Company (4.0/5, Mar 12, 2020): KDG created a new website with a focus on establishing a clear brand identity. [Read Full Review](https://clutch.co/go-to-review/kdg/34877) - Dev & Data Migration for Staffing Agency (5.0/5, Feb 17, 2020): KDG transitioned a staffing company’s accounting software from QuickBooks to Zoho books. Their team is also building a custom solution that’s integrated with the client’s payroll system to automate invoicing. [Read Full Review](https://clutch.co/go-to-review/kdg/141332) - Zoho CRM Customization for Managed Services Company (5.0/5, Aug 15, 2024): KDG has customized and automated Zoho CRM for a managed services company. Their work has included integrating Zoho applications for data sharing and interaction, as well as customer onboarding. [Read Full Review](https://clutch.co/go-to-review/kdg/307765) #### 4.5 out of 5.0 rating for cost What Clients Have Said Client feedback on KDG emphasizes a strong alignment between cost and value, with many praising their responsiveness and professionalism. For instance, one client highlighted that KDG's pricing was competitive and justified by the quality of service, stating they received 'more than just a vendor.' However, some reviews noted concerns regarding pricing transparency and occasional budget overruns. Overall, sentiment regarding KDG's value for money is predominantly positive, with clients appreciating the tailored solutions and effective project management. [Read All Reviews](https://clutch.co/profile/kdg?verified=true#reviews) - $10,000 to $49,000 (11 reviews) - $50,000 to $199,999 (8 reviews) - Less than $10,000 (6 reviews) - $200,000 to $999,999 (3 reviews) - $1,000,000 to $9,999,999 (3 reviews) #### Very responsive KDG is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. #### Completed projects in 28 cities - Miami, Florida (1 projects) - Vero Beach, Florida (1 projects) - Baltimore, Maryland (3 projects) - Charlotte, North Carolina (1 projects) - Dallas, Texas (1 projects) - Houston, Texas (1 projects) - Prosper, Texas (1 projects) - Chicago, United States (1 projects) - Oak Park, Illinois (1 projects) - Richmond, Indiana (1 projects) - Hoboken, New Jersey (1 projects) - New York City, New York (2 projects) - Hudson, Ohio (1 projects) - Irvine, California (1 projects) - Lake Forest, California (1 projects) - Colorado Springs, Colorado (1 projects) - Springfield, Pennsylvania (1 projects) - Allentown, Pennsylvania (5 projects) - Bethlehem, Pennsylvania (4 projects) - Harrisburg, Pennsylvania (1 projects) - State College, Pennsylvania (1 projects) - Emmaus, Pennsylvania (2 projects) - Nazareth, Pennsylvania (1 projects) - Bend, Texas (1 projects) - Brookfield, Connecticut (1 projects) - Rossville, Indiana (1 projects) - Farmington, Pennsylvania (1 projects) - Orange County, California (1 projects) [View Reviews](https://clutch.co/profile/kdg?verified=true#reviews) --- ### [Top Virtual Assistant](https://clutch.co/profile/top-virtual-assistant) #### 5 out of 5 star rating (72 reviews) - $1,000+ minimum project size - 50 - 249 employees - Philadelphia, PA #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 30% Back Office Outsourcing - 10% Call Center Services - 30% Content Writing Services - 10% Search Engine Optimization - 10% Social Media Marketing #### Company description Top Virtual Assistant is a premier service provider offering comprehensive virtual assistant solutions, such as handling customer inquiries, managing schedules, and supporting administrative tasks. Reviews reflect a 100% positive feedback rate, highlighting their professionalism, reliability, and efficiency. Clients commend their ability to improve organizational efficiency and enhance customer communication, with over 75% noting significant improvements in operational workflows and response times. [Visit Website](https://topvirtualassistant.pro) #### Reviewed 2 times in the past 6 months In recent reviews, clients praised Top Virtual Assistant for their professionalism, efficiency, and strong communication skills. A towing service noted improved response times and organized customer communication, while a repair service highlighted faster inquiry responses and increased scheduled appointments. Both clients emphasized the reliability of the team and their ability to handle tasks proactively. Overall sentiment is highly positive, with only minor suggestions for improvement regarding onboarding processes. - 2 of 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read 2 Recent Reviews](https://clutch.co/profile/top-virtual-assistant?sort_by=date_desc&verified=true#reviews) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients consistently highlight the excellent value for money provided by Top Virtual Assistant, noting their competitive pricing and high-quality service. One marketing manager remarked on the 'good value for cost,' while another client emphasized their ability to streamline operations, leading to significant time savings and improved efficiency. Overall, feedback reflects a strong sentiment of satisfaction with the cost-effectiveness of the services, with many stating they avoided the need for additional full-time staff, thereby reducing overhead costs. [Read All Reviews](https://clutch.co/profile/top-virtual-assistant?verified=true#reviews) - $10,000 to $49,000 (21 reviews) - $50,000 to $199,999 (1 reviews) #### Completed projects in 4 countries - Australia (1 projects) - Canada (7 projects) - United States (14 projects) - England (1 projects) This provider is available in 37 time zones: - Colombia Time (COT) - Near East Time (NET) - Middle East Time (MET) - China Taiwan Time (CTT) - Gulf Standard Time (GST) - Brazil Eastern Time (BET) - Greenwich Mean Time (GMT) - India Standard Time (IST) - Japan Standard Time (JST) - Midway Islands Time (MIT) - Arabia Standard Time (AST) - Central African Time (CAT) - Eastern African Time (EAT) - Hawaii Standard Time (HST) - Israel Daylight Time (IDT) - Pakistan Lahore Time (PLT) - Central European Time (CET) - Central Standard Time (CST) - Eastern European Time (EET) - Eastern Standard Time (EST) - Pacific Standard Time (PST) - Phoenix Standard Time (PNT) - Solomon Standard Time (SST) - Vietnam Standard Time (VST) - Australia Central Time (ACT) - Australia Eastern Time (AET) - Mountain Standard Time (MST) - Argentina Standard Time (AGT) - Singapore Standard Time (SGT) - Bangladesh Standard Time (BST) - Canada Newfoundland Time (CNT) - New Zealand Standard Time (NST) - Universal Coordinated Time (UTC) - (Arabic) Egypt Standard Time (ART) - South African Standard Time (SAST) - Indiana Eastern Standard Time (IET) - Puerto Rico and US Virgin Islands Time (PRT) [View Reviews](https://clutch.co/profile/top-virtual-assistant?verified=true#reviews) #### 13% of employees work in Philadelphia office Philadelphia, PA 1700 Market Street 10 - 15 employees [See All Locations (7)](https://clutch.co/profile/top-virtual-assistant#location) --- ### [Rise Accounting](https://clutch.co/profile/rise-accounting) #### 4.9 out of 5 star rating (30 reviews) - 50 - 249 employees - Charlotte, NC #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Finance & Accounting Outsourcing (FAO) - 25% Financial Advising & Planning - 25% Fractional CFO Services #### Company description Rise Accounting is a professional accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and payroll management. The overall feedback is overwhelmingly positive, with approximately 100% of reviews highlighting their timely delivery and responsiveness. Clients appreciate their competitive pricing, attention to detail, and comprehensive financial advisory services. Additionally, 85% of reviews commend their communication effectiveness and project management skills. [Visit Website](https://riseaccounting.co.uk?utm_source=clutch.co&utm_medium=referral) #### Unique expertise The feedback regarding Rise Accounting's unique expertise is overwhelmingly positive. Clients appreciate their ability to provide tailored advice and support, highlighting the accessibility of expert consultations as a significant advantage. One client noted, "Being able to have a call with the experts is a big plus," emphasizing their genuine interest in addressing queries. Overall, the sentiment reflects satisfaction with their specialized knowledge and effective communication, reinforcing their value in managing complex accounting needs. - Accounting for Fashion Marketplace (5.0/5, Aug 1, 2025): Being able to have a call with the experts is a big plus. And there is genuine interest and care in terms of how they handle our queries and also advise on things. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394896) #### Experience in 14 industries Rise Accounting has demonstrated strong expertise across various industries, including Human Resources, Consulting, Manufacturing, Healthcare, Information Technology, and Financial Services. Clients commend their responsiveness, timely deliverables, and the value for cost they provide. Particularly in sectors like Healthcare and Information Technology, they have been noted for their ability to handle complex accounting needs effectively. Overall, the feedback indicates a positive sentiment, highlighting Rise Accounting as a reliable partner for businesses seeking comprehensive accounting solutions. [Read All Reviews](https://clutch.co/profile/rise-accounting?verified=true#reviews) ##### Human Resources Experience Rise Accounting demonstrates strong expertise in the Human Resources sector, particularly in payroll and bookkeeping services, as evidenced by a client's positive feedback on timely deliverables and professional communication. Their ability to provide comprehensive and scalable solutions contributes to client satisfaction. The company's responsiveness and value for cost make it a compelling choice for businesses seeking reliable HR consultancy and financial management support. - 1 review for human resources industry - Unknown avg. project cost - Accounting for HR Consulting Company (4.5/5, Aug 7, 2025): Rise Accounting provides accounting services for an HR consulting company. The team is responsible for handling the client's monthly bookkeeping, payroll, annual accounts, and VAT returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/396429) ##### Consulting Experience Rise Accounting has garnered positive feedback in the consulting industry, particularly for their expertise in accounting services. Clients commend their responsiveness, timely project delivery, and competitive pricing. The firm effectively addresses diverse needs, from company incorporation to full accounting management, demonstrating a strong commitment to accuracy and efficiency. Overall, their organizational skills and impactful results make them a suitable partner for consulting firms seeking reliable accounting solutions. - 2 reviews for consulting industry - 2 reviews are 5 stars - Unknown avg. project cost - Accounting Services for Nuclear Fusion Company (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a nuclear fusion company. The team handles the client's full accounting needs every month. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394936) - Accounting Services for Engineering Consulting Company (5.0/5, Aug 6, 2025): Rise Accounting provides accounting services for an engineering consulting company. The team handles company incorporation, VAT registration, payroll, and overall accounting tasks. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/396010) ##### Manufacturing Experience Rise Accounting has received positive feedback from clients in the Manufacturing industry, particularly noted by a Procurement Specialist at Moley Services UK Ltd. They excel in providing comprehensive accounting services, including bookkeeping and payroll, with a focus on responsiveness and punctuality. Clients appreciate their ability to deliver solutions quickly and effectively, indicating they can meet the specific needs of manufacturing businesses. Overall, Rise Accounting is positioned as a reliable partner for companies seeking efficient financial management. - 1 review for manufacturing industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Robotic Kitchen Company (5.0/5, Aug 6, 2025): Rise Accounting provides accounting services for a robotic kitchen company. The team handles bookkeeping, payroll, and VAT returns, and also offers accounting guidance. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395914) ##### Healthcare Experience Rise Accounting has demonstrated expertise in the Healthcare sector, as evidenced by their work with clients like MultiplAI Health and Slimmr Ltd. Client feedback emphasizes their responsiveness, flexibility, and ability to efficiently manage accounting operations, statutory reporting, and tax matters. The overall sentiment reflects a strong partnership, with clients appreciating the quality of service and timely deliverables. Their alignment with client values and the capability to optimize resources positions Rise Accounting as a suitable choice for businesses in the Healthcare industry. - 2 reviews for healthcare industry - 2 reviews are 5 stars - Less than $10,000 avg. project cost - Accounting & Tax Mgmt for Weight Loss Solutions Co (5.0/5, Aug 5, 2025): Rise Accounting provides accounting services for a weight loss solutions company. The team handles statutory accounts, management accounts, and tax advice. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395638) - Accounting Services for Preventative Healthcare Insights Co (5.0/5, Aug 6, 2025): Rise Accounting provides accounting services for a preventive healthcare insights firm. They manage payroll, taxes, operational accounting, and monthly and annual holding-level accounting and reporting. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395862) ##### Information technology Experience Rise Accounting has received positive feedback from clients in the Information Technology sector, highlighting their expertise in accounting and regulatory reporting. Clients commend their efficient project management, timely communication, and ability to reduce errors in bookkeeping processes. Notably, they have become integral to their clients' operations, demonstrating a strong commitment to success and a professional approach. Overall, potential clients in the IT industry may find Rise Accounting to be a strong fit for their accounting needs. - 7 reviews for information technology industry - 6 reviews are 5 stars - Less than $10,000 avg. project cost - Accounting for Cloud Computing Company (5.0/5, Aug 1, 2025): Rise Accounting provided accounting services for a cloud computing company. The team was responsible for managing the client's bookkeeping and tax returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394968) - Accounting Services for AI Productivity Platform (4.5/5, Aug 2, 2025): Rise Accounting provides accounting services for an AI productivity platform. The team manages the client's monthly and annual accounts, payroll, expenses reconciliation, VAT returns, and corporation tax. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395124) - Accounting Services for IT Company (5.0/5, Aug 3, 2025): Rise Accounting provides accounting services for an IT company. The team handles regulatory reporting and supports the client's accounting activities. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395215) - Accounting for AI Platform (5.0/5, Aug 4, 2025): Rise Accounting provides accounting services for an AI platform. The team has handled all the client's accounting needs, including bookkeeping and financial reporting. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395337) - Accounting & Bookkeeping Services for AI Learning Tools Co (5.0/5, Aug 4, 2025): Rise Accounting provides ongoing accounting services for an AI learning tools company. The team is responsible for preparing the client's monthly and yearly accounts and filing their returns with HMRC. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395432) - Accounting & Bookkeeping Services for IT Company (5.0/5, Aug 5, 2025): Rise Accounting provides accounting services for an IT company. The team handles all of the client's accounting and filing tasks, including bookkeeping and tax filing. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395620) - Accounting Services for Luxury Search Engine (5.0/5, Aug 5, 2025): Rise Accounting provides accounting services for a luxury search engine. The team handles bookkeeping, tax services, and end-of-year accounts. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395633) ##### Restaurants Experience Rise Accounting has received positive feedback from clients in the Restaurants industry, highlighting their expertise in accounting and financial advising. A Director at Pintus noted their focus on tax planning and scalable services, which contributed to improved customer satisfaction and operational efficiency. Clients appreciated the timely delivery of services and their proactive approach in addressing queries, confirming Rise Accounting as a strong choice for restaurants seeking reliable financial support. - 1 review for restaurants industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & Financial Consulting for Restaurant (5.0/5, Aug 4, 2025): Rise Accounting provides accounting and financial advisory services for a restaurant. The team helps with tax planning and provides scalable services, focusing on keeping the client's books up to date. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395532) ##### Financial services Experience Rise Accounting has received positive feedback from clients in the Financial services industry, highlighting their expertise in tax returns, payroll, and accounting automation. Clients commend their timely project delivery, attention to detail, and exceptional communication. The firm's competitive pricing and personal service have been noted as significant strengths, making it a suitable choice for companies seeking reliable financial management solutions. - 2 reviews for financial services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for AI Agent Company (5.0/5, Aug 4, 2025): Rise Accounting provides accounting services for an AI agent company. The team handles the client's tax returns, bookkeeping, payroll, and accounting automation. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395401) - Accounting & Payroll Processing for Venture Capital Fund (4.5/5, Aug 4, 2025): Rise Accounting provides accounting services for a venture capital fund. The team is responsible for handling the client's tax returns and payroll. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395419) ##### Retail Experience Rise Accounting has received positive feedback from clients in the Retail industry, particularly for their comprehensive suite of accounting services tailored to retail operations. A CEO of an international retail brand noted significant improvements in reconciliation speed and cash flow visibility, achieving over 40% reduction in month-end reconciliation time. Their strengths lie in delivering timely, clear communication and personalized service, making them a strong candidate for retail businesses seeking reliable financial management and strategic advice. - 1 review for retail industry - $10,000 – $49,000 avg. project cost - Accounting & Financial Consulting for Retail Brand (4.5/5, Aug 4, 2025): Rise Accounting provides accounting services for a retail brand. The team has set up the client's bookkeeping system, prepared year-end financial statements, and offered strategic advice about cash flow. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395410) ##### Software Experience Rise Accounting has received consistently positive feedback from their clients in the Software industry, highlighting their expertise in financial management and compliance. Clients appreciate their professionalism, responsiveness, and ability to deliver on time, contributing to significant tax savings and operational efficiency. Notably, their involvement has led to high employee satisfaction and seamless integration with various software firms. Overall, Rise Accounting is well-regarded for their strong project management and supportive client relationships, making them a solid choice for businesses in the Software sector. - 5 reviews for software industry - 4 reviews are 5 stars - Less than $10,000 avg. project cost - Bookkeeping Services for Software Development Company (5.0/5, Aug 1, 2025): Rise Accounting provides ongoing bookkeeping services for a software development company. The team also helps with the client's day-to-day accounting, year-end accounts, and general tax advice. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394912) - Accounting & Bookkeeping for Digital Therapeutic Systems Co (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a digital therapeutic systems company. The team assists with bookkeeping, tax efficiency, and the client's company structure. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394931) - Accounting Services for Software Company (5.0/5, Aug 1, 2025): Rise Accounting provides ongoing accounting services for a software company. The team manages the client’s finances, including VAT and personal and yearly tax returns, and provides ongoing consulting support. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394965) - Accounting for AI Consulting Company (4.5/5, Aug 4, 2025): Rise Accounting provides accounting services for an AI consulting company. The team has set up the client's accounts and now handles all their accounting needs. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395399) - Accounting & Payroll for Decision-Making Systems Company (5.0/5, Aug 4, 2025): Rise Accounting provides accounting and payroll services for a decision-making systems company. The team handles expenses, VAT, annual accounts, tax management, payslip administration, and employee follow-up. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395409) ##### eCommerce Experience Rise Accounting demonstrates strong expertise in the eCommerce sector, as highlighted by clients from software and sustainable fashion industries. They effectively manage accounting tasks, ensuring clean records and timely submissions. Clients appreciate their excellent communication, cultural fit, and proactive approach to addressing queries. Overall, the sentiment is highly positive, indicating that Rise Accounting is well-suited for eCommerce businesses seeking reliable and efficient accounting solutions. - 2 reviews for ecommerce industry - 2 reviews are 5 stars - Unknown avg. project cost - Accounting for Fashion Marketplace (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a fashion marketplace. The team handles monthly bookkeeping, managing and submitting VAT accounts, and submitting year-end accounts. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394896) - Accounting & Bookkeeping Services for Software Services Co (5.0/5, Aug 4, 2025): Rise Accounting provides accounting and bookkeeping services for a software services company. The team handles payroll, expenses, financial accounts, and VAT. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395404) ##### Business services Experience Rise Accounting has received positive feedback from clients in the Business services industry, highlighting their professionalism, timely delivery, and high-quality work. Clients appreciate the company's strong culture fit and value for cost, noting that Rise Accounting consistently meets project milestones and responds promptly to inquiries. Their ability to go above and beyond in providing support has significantly contributed to project success, making them a reliable choice for businesses seeking quality accounting services. - 1 review for business services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting & Bookkeeping Services for ePOS Systems Provider (5.0/5, Aug 4, 2025): Rise Accounting provides accounting services for an ePOS systems provider. The team handles the client's VAT, corporation tax, and bookkeeping. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395358) ##### Food & Beverage Experience Rise Accounting has demonstrated strong expertise in the Food & Beverage industry, particularly in managing bookkeeping and financial reporting. A client from Stocked commended their diligent service in handling complex accounting tasks, resulting in improved financial organization and management. The overall sentiment reflects satisfaction with their hard work and value, though there's a suggestion for enhanced understanding of industry-specific cost drivers and software integration. This indicates that Rise Accounting is a capable partner for businesses seeking reliable financial management in the Food & Beverage sector. - 1 review for food & beverage industry - Unknown avg. project cost - Accounting Services for Meal Kit Delivery Company (4.0/5, Aug 4, 2025): Rise Accounting provides ongoing accounting services for a meal kit delivery service. The team handles the client's bookkeeping, management accounts, and filings, including VAT and corporate tax returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395353) ##### Motion Pictures & Film Experience Rise Accounting demonstrates strong expertise in the Motion Pictures & Film industry, particularly in streamlining accounting processes for studios. Clients appreciate their personalized approach and timely project management, which have led to improved financial oversight and efficiency. One client noted significant changes in their accounting practices, highlighting Rise's understanding of industry-specific needs. Overall, their commitment to providing valuable insights and support positions them as a suitable partner for businesses in the Motion Pictures & Film sector. - 1 review for motion pictures & film industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Studio Rental Company (5.0/5, Aug 1, 2025): Rise Accounting provides ongoing accounting services for a studio rental company. The team handles all the client's bookkeeping, monthly PAYE, tax filings, and corporate and personal tax returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394939) ##### Construction Experience Rise Accounting has been positively reviewed by clients in the construction industry, highlighting their expertise in comprehensive accounting services, including bookkeeping, VAT returns, and payroll management. Clients appreciate their responsive communication and organizational skills, noting that they effectively alleviate stress associated with financial management. The overall sentiment indicates that Rise Accounting is a strong contender for construction companies seeking reliable accounting solutions, as they deliver on time and maintain a commendable standard of work. - 1 review for construction industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Construction Company (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a construction company. Their work includes monthly bookkeeping, VAT returns, payroll, year-end accounts, confirmation statements, and consulting. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394854) #### 4.9 out of 5.0 rating for cost What Clients Have Said Clients consistently express satisfaction with Rise Accounting's pricing and value for money, often highlighting their competitive rates and quality of service. For instance, one client noted they chose Rise for their 'good value for cost,' while another appreciated the 'flexible and scalable services' that aligned with their budget. Overall, feedback indicates a strong sentiment of value, with many clients stating that the services provided exceeded their expectations, contributing to efficient operations and timely deliverables. [Read All Reviews](https://clutch.co/profile/rise-accounting?verified=true#reviews) - Less than $10,000 (7 reviews) - $10,000 to $49,000 (3 reviews) #### 5% of employees work in Charlotte office Charlotte, NC 101 South Tryon Street 1 employees [See All Locations (2)](https://clutch.co/profile/rise-accounting#location) --- ### [Afrishore BPO](https://clutch.co/profile/afrishore-bpo) #### 5 out of 5 star rating (3 reviews) - $5,000+ minimum project size - < $25 average hourly rate - 250 - 999 employees - Dallas, TX #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 50% Call Center Services - 35% Customer Service Outsourcing - 5% Marketing Strategy #### Company description 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. [Visit Website](https://afrishorebpo.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Flexible Clients have consistently praised Afrishore BPO for their flexibility and effective communication. One CEO highlighted their ability to adapt to project needs, stating, 'Afrishore BPO's flexibility and great communication are impressive.' Overall, the sentiment regarding their flexibility is highly positive, with no noted areas for improvement, indicating a strong alignment with client expectations. #### Reviewed 3 times in the past 6 months In the past six months, Afrishore BPO has received overwhelmingly positive feedback from clients across various industries. Clients praised their professionalism, timely delivery, and effective communication. Notably, one client highlighted a 100% client retention rate due to excellent customer service, while another emphasized their flexibility and alignment of company values. Clients consistently reported measurable improvements in lead generation and operational efficiency, with no significant areas for improvement identified. - 3 of 3 reviews are 5 stars - Unknown avg. project cost [Read 3 Recent Reviews](https://clutch.co/profile/afrishore-bpo?sort_by=date_desc&verified=true#reviews) #### Experience in 3 industries Afrishore BPO has demonstrated strong expertise across diverse industries, notably in Advertising & Marketing, Financial Services, and Fitness. Clients commend their professionalism, results-oriented approach, and excellent project management, often highlighting their ability to enhance lead generation, streamline tax compliance, and improve customer service. The overall sentiment is highly positive, with clients praising their flexibility, communication, and cultural alignment, making Afrishore BPO a favorable choice for organizations in these sectors. [Read All Reviews](https://clutch.co/profile/afrishore-bpo?verified=true#reviews) ##### Fitness Experience Afrishore BPO has proven to be a valuable partner for fitness startups, exemplified by their work with Pulse Coaching. Clients commend their exceptional customer service, resulting in 100% client retention and successful upselling. The team's alignment with client values and their warm, responsive communication further enhance their appeal in the fitness industry. Overall, they demonstrate strong expertise and commitment, making them a compelling choice for businesses seeking reliable support. - 1 review for fitness industry - 1 review is 5 stars - Unknown avg. project cost - Customer Service Outsourcing for Fitness Startup (5.0/5, Mar 6, 2026): Afrishore BPO provided customer service outsourcing services for a fitness startup. The team was responsible for handling the client's entire customer service. [Read Full Review](https://clutch.co/go-to-review/afrishore-bpo/440944) ##### Advertising & marketing Experience Afrishore BPO has received positive feedback in the Advertising & Marketing industry for their professionalism and results-oriented approach. Clients have noted an increase in contact rates and lead conversions due to their effective communication and project management. Their ability to align with client values and fit within budgets makes them a strong candidate for businesses seeking reliable support in digital marketing and sales strategies. - 1 review for advertising & marketing industry - 1 review is 5 stars - Unknown avg. project cost - Sales Outsourcing & Lead Generation for Data Science Company (5.0/5, Mar 6, 2026): Afrishore BPO provided sales outsourcing and lead generation services for a data science company. The team was responsible for contacting and closing leads, managing communications, and providing reports. [Read Full Review](https://clutch.co/go-to-review/afrishore-bpo/440967) #### Completed projects in 3 countries - South Africa (1 projects) - United States (1 projects) - England (1 projects) This provider is fluent in 6 languages: - English - French - Portuguese - German - Italian - Dutch [View Reviews](https://clutch.co/profile/afrishore-bpo?verified=true#reviews) --- ### [Accounting Freedom, Ltd.](https://clutch.co/profile/accounting-freedom) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - 10 - 49 employees - Mundelein, IL #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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 experience, we understand the unique challenges that business owners face in today’s fast-moving environment—and we're here to make running your back office simpler and more efficient. We offer a comprehensive range of services, including monthly bookkeeping, tax planning and preparation, payroll processing, timekeeping solutions, and HR Support. Our team leverages leading platforms like QuickBooks Online to give clients real-time access to accurate financial data, allowing for better decision-making and long-term growth. What sets us apart is our proactive approach, responsiveness, and commitment to helping clients stay compliant, save on taxes, and free up time to focus on their business. Whether you're a solo entrepreneur or managing a growing team, our goal is to become a trusted partner you can count on year-round—not just at tax time. We serve clients across a variety of industries, and we’re proud to be known for our clear communication, transparent pricing, and genuine care for the success of every business we work with. Let’s simplify your accounting and payroll—so you can get back to doing what you do best.   [Visit Website](https://www.accountingfreedom.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### 3 fixed price Accounting packages 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. --- ### [Dark Horse CPAs](https://clutch.co/profile/dark-horse-cpas) - $1,000+ minimum project size - $300+ average hourly rate - 50 - 249 employees - Encinitas, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 40% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning #### Company description 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. [Visit Website](https://www.darkhorse.cpa) --- ### [Badger CPA](https://clutch.co/profile/badger-cpa) - $5,000+ minimum project size - 50 - 249 employees - San Antonio, TX #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Badger CPA, a midsize Accounting company, is based in San Antonio, Texas. Their services include Accounting. [Visit Website](https://badgercpa.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) --- ### [Manay CPA](https://clutch.co/profile/manay-cpa) - 50 - 249 employees - Marietta, GA #### Services Provided - Allocation of Expertise by Percentage - 45% Accounting - 5% Commercial Financing - 20% Financial Advising & Planning - 10% HR Consulting - 15% Business Consulting - 5% PEO/Employee Leasing #### Company description Manay CPA is an Accounting company based in Marietta, Georgia and Atlanta, Georgia. Their services include Accounting and Financial Advising & Planning. [Visit Website](https://www.manaycpa.com) #### Very responsive Manay CPA is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [myVA360](https://clutch.co/profile/myva360) - $1,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees - Miami, FL #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 30% Back Office Outsourcing - 25% Customer Service Outsourcing - 10% Graphic Design - 25% Social Media Marketing #### Company description MyVA360 is a Back Office Outsourcing company. They provide Back Office Outsourcing and Customer Service Outsourcing and were established in 2019. [Visit Website](https://myva360.com/) --- ### [Escalon Services, Inc.](https://clutch.co/profile/escalon-services-1) #### 3 out of 5 star rating (2 reviews) - 50 - 249 employees - Palo Alto, CA #### Services Provided - Allocation of Expertise by Percentage - 90% Accounting - 10% HR Consulting #### Company description 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. [Visit Website](http://escalon.services/) #### Timely Overall, client feedback regarding Escalon Services, Inc. highlights their timeliness and promptness in service delivery. One client noted, "Everything gets filed on time, and we work together monthly," emphasizing their reliability. Additionally, they appreciated the quick follow-ups for necessary information, stating, "They’re very prompt in what they do." This consistent positive sentiment reflects Escalon's commitment to timely project management and responsiveness. #### 1 review mentions Accounting Accounting Services for Digital Travel Agency 5.0/5 — 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 ongoing.  - 1 of 1 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/escalon-services-1/77894) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/escalon-services-1?verified=true#reviews) ##### Hospitality & leisure Experience Escalon Services, Inc. has garnered positive feedback from clients in the Hospitality & leisure industry, particularly for their expertise in accounting for startups. One client highlighted their prompt communication and ability to streamline financial processes, emphasizing the personal touch and professionalism of their team. With a focus on client interests, Escalon's services have been deemed reasonably priced and impactful, making them a suitable partner for businesses seeking reliable financial support in the Hospitality sector. - 1 review for hospitality & leisure industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Digital Travel Agency (5.0/5, Feb 23, 2021): 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 ongoing.  [Read Full Review](https://clutch.co/go-to-review/escalon-services-1/77894) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/escalon-services-1?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Pilot](https://clutch.co/profile/pilot-0) #### 4.8 out of 5 star rating (10 reviews) - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 45% Accounting - 5% Benefits Administration - 15% Finance & Accounting Outsourcing (FAO) - 20% Fractional CFO Services - 15% HR Outsourcing #### Company description 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. [Visit Website](https://pilot.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Professional Clients consistently highlight Pilot's high level of professionalism in their services. One client noted that Pilot 'always supplies professional and efficient services,' which significantly alleviated their bookkeeping and tax preparation burdens. Timely deliveries and quick responses from account managers further reinforce this sentiment. Overall, the feedback reflects a strong appreciation for Pilot's professionalism, although some clients suggest that enhanced communication could improve the experience. #### 1 review mentions Tax Preparation 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. - 1 of 1 Tax Preparation reviews is 5 stars - $10,000 – $49,000 avg. project cost [Read Most Recent Review](https://clutch.co/profile/pilot-0#review-327866) #### Experience in 5 industries 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. [Read All Reviews](https://clutch.co/profile/pilot-0?verified=true#reviews) ##### Software Experience Pilot has received positive feedback from clients in the Software industry for their expertise in bookkeeping and accounting services. Clients appreciate their responsiveness, timely delivery, and proactive communication. The company is noted for its ability to manage complex bookkeeping needs, ensuring accuracy and efficiency in financial processes. Overall, the sentiment is highly favorable, positioning Pilot as a strong candidate for software companies seeking reliable financial management solutions. - 4 reviews for software industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Software Provider (4.5/5, Nov 1, 2024): Pilot provides accounting services for a software provider. Their work focuses on monthly bookkeeping and tax filing. [Read Full Review](https://clutch.co/go-to-review/pilot-0/327858) - Accounting Services for SaaS Company (5.0/5, Nov 4, 2024): Pilot handles a SaaS company's bookkeeping and accounting processes. They've set up the client's classing system to allow for accurate allocation of transactions. [Read Full Review](https://clutch.co/go-to-review/pilot-0/328271) - Accounting Services for Paywall Management Company (4.5/5, Jan 15, 2025): Pilot provides accounting services for a software company that manages paywalls. The team manages the client's books. [Read Full Review](https://clutch.co/go-to-review/pilot-0/343382) - Accounting & Tax Law for Software Company (5.0/5, Apr 4, 2025): Pilot provided accounting and tax services for a software company. They handled the client's monthly and annual bookkeeping and provided tax advice and filing support. [Read Full Review](https://clutch.co/go-to-review/pilot-0/364848) ##### IT Services Experience Pilot has received positive feedback in the IT Services industry, highlighting their expertise in accounting and project management. Clients appreciate their clear communication, attention to detail, and ability to meet expectations effectively. The overall sentiment indicates satisfaction with the results delivered, specifically the accessibility and organization of financial books. With high ratings and commendations for their service quality, Pilot appears to be a strong candidate for businesses seeking reliable IT services. - 1 review for it services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Cloud Computing Company (5.0/5, Jan 15, 2025): Pilot provided accounting services for a cloud computing company. The team was responsible for managing the client's books from the inception of the company to date. [Read Full Review](https://clutch.co/go-to-review/pilot-0/343394) ##### Advertising & marketing Experience Pilot has received positive feedback from clients in the Advertising & marketing industry, highlighting their expertise in bookkeeping and financial consulting. Clients appreciate their quick onboarding, responsive communication, and ability to understand unique business models. The company's strengths include high-quality reporting, timely deliverables, and strong alignment with client values. Overall sentiment reflects that Pilot is a reliable partner, effectively enhancing financial management for businesses in the sector. - 2 reviews for advertising & marketing industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Marketing Company (5.0/5, Dec 21, 2024): Pilot handles a marketing company's bookkeeping efforts. They handle many of the client's AP duties, balance their books, and provide in-depth financial reports. [Read Full Review](https://clutch.co/go-to-review/pilot-0/339162) - Accounting Services for Creative Design Studio (4.5/5, Jan 8, 2025): Pilot provides accounting services for a creative design studio. The team manages the client's bookkeeping and tax and has built a 13-week cash flow forecast, and provides advice on profitability. [Read Full Review](https://clutch.co/go-to-review/pilot-0/341503) ##### Healthcare Experience Pilot has garnered positive feedback from healthcare clients, highlighting their expertise in managing accounting and financial reporting for foreign-based healthcare startups. Clients appreciate the efficient, organized project management and seamless digital platform that centralizes financial information, facilitating clear communication. Their reliability, responsiveness, and proactive approach are noted as key strengths, making them a suitable partner for healthcare businesses seeking effective bookkeeping and financial solutions. - 1 review for healthcare industry - $10,000 – $49,000 avg. project cost - Accounting for Healthcare Company (4.0/5, Nov 13, 2024): Pilot provides bookkeeping and accounting services for a healthcare company. The team uses their platform to manage the client's QuickBooks financial statements, data, and taxes. [Read Full Review](https://clutch.co/go-to-review/pilot-0/330533) ##### Medical Experience Pilot has received positive feedback from clients in the Medical industry, particularly for their expertise in bookkeeping, financial planning, and CFO services. A CEO of a surgical robotics company praised their timely deliverables, high-quality bookkeeping, and seamless tax filings. The firm's proactive and responsive approach, along with their ability to balance high and low-touch service, has been noted as a key strength, indicating their suitability for medical businesses seeking reliable financial support. - 1 review for medical industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Bookkeeping & Tax Services for Surgical Robot Manufacturer (5.0/5, Nov 1, 2024): Pilot provides bookkeeping, tax preparation, and CTO and CFO services for a surgical robot manufacturer. The team uses QuickBooks for bookkeeping and has created financial models for the client. [Read Full Review](https://clutch.co/go-to-review/pilot-0/327866) #### Completed projects in 2 countries - Spain (1 projects) - United States (8 projects) This provider is available in 2 time zones: - Central Standard Time (CST) - Pacific Standard Time (PST) This provider is fluent in 1 language: - English [View Reviews](https://clutch.co/profile/pilot-0?verified=true#reviews) --- ### [Monily - Financial Solutions for Small and Medium Businesses](https://clutch.co/profile/monily-financial-solutions-small-medium-businesses) #### 4.5 out of 5 star rating (10 reviews) - $1,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees - Houston, TX #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 10% Finance & Accounting Outsourcing (FAO) - 15% Fractional CFO Services #### Company description 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. [Visit Website](https://monily.com/) #### 7 reviews mention Accounting Accounting & Payroll Mgmt for Language Learning Products Co 5.0/5 — 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 tasks. - 6 of 7 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/monily-financial-solutions-small-medium-businesses/285404) #### Experience in 7 industries Monily - Financial Solutions for Small and Medium Businesses has garnered positive feedback across multiple industries, including Real Estate, Education, Media, Food & Beverage, and Supply Chain. Clients commend their expertise in bookkeeping, accounting, and financial management, with notable strengths in professionalism, responsiveness, and timely project delivery. Overall sentiment is highly favorable, with businesses in educational and logistical sectors particularly benefiting from their proactive financial strategies, while the restaurant and media industries appreciate their dependable service and accountability. [Read All Reviews](https://clutch.co/profile/monily-financial-solutions-small-medium-businesses?verified=true#reviews) ##### Restaurants Experience Monily - Financial Solutions has received positive feedback from clients in the Restaurants industry, particularly highlighting their expertise in bookkeeping and financial statement preparation. One client emphasized their punctuality, effective communication, and ability to lighten workload efficiently. The company's online service model has also been noted as a strong asset. Overall, Monily is regarded as a reliable partner for restaurants seeking comprehensive financial solutions. - 1 review for restaurants industry - 1 review is 5 stars - Unknown avg. project cost - Accoounting Services for Italian Restaurant (5.0/5, Feb 15, 2024): An Italian restaurant has hired Monily for accounting services. The team has helped the client prepare financial bookkeeping and statements for the client's organization. [Read Full Review](https://clutch.co/go-to-review/monily-financial-solutions-small-medium-businesses/269113) ##### Real estate Experience Monily - Financial Solutions for Small and Medium Businesses has received positive feedback from real estate clients, particularly in bookkeeping services for property management. Clients have praised their professionalism, timely execution, and effective communication. One notable review highlighted their successful management of bookkeeping for a 96-unit apartment complex, emphasizing the company’s expertise and cultural alignment with client values. Overall, Monily's strengths in accounting make them a reliable partner for businesses in the real estate industry. - 1 review for real estate industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting & Bookkeeping for Property Management Company (5.0/5, May 1, 2024): Monily - Financial Solutions for Small and Medium Businesses was hired by a property management company for bookkeeping services. For the project, the team used Yardi as the financial software. [Read Full Review](https://clutch.co/go-to-review/monily-financial-solutions-small-medium-businesses/285955) ##### Education Experience Monily - Financial Solutions for Small and Medium Businesses demonstrates strong expertise in accounting and financial management tailored for the Education sector. Clients appreciate their proactive approach to resolving complex tax issues and their consistent communication. Notably, the team provides valuable insights and support to enhance financial understanding, which is crucial for educational organizations undergoing transitions. Overall, Monily is well-regarded for delivering timely solutions and fostering a collaborative atmosphere, making them a reliable partner for education-focused businesses. - 1 review for education industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & Payroll Mgmt for Language Learning Products Co (5.0/5, Apr 29, 2024): 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 tasks. [Read Full Review](https://clutch.co/go-to-review/monily-financial-solutions-small-medium-businesses/285404) ##### Media Experience Monily - Financial Solutions for Small and Medium Businesses has received positive feedback from clients in the Media industry, highlighting their expertise in tax-related services. Clients appreciate the company's value for cost, timely project delivery, and effective communication. Notably, their ability to meet deadlines and budget constraints has been commended. Overall, Monily is seen as a reliable partner for businesses in the Media industry seeking efficient financial solutions. - 1 review for media industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Tax Filing for Media Production Firm (5.0/5, Feb 29, 2024): A media production firm hired Monily for their accounting services. The team was in charge of filing small business taxes. [Read Full Review](https://clutch.co/go-to-review/monily-financial-solutions-small-medium-businesses/272173) ##### Supply Chain, Logistics, and Transport Experience Monily - Financial Solutions demonstrates strong expertise in the Supply Chain, Logistics, and Transport industry through its comprehensive accounting services. Clients highlight their meticulous bookkeeping, strategic financial analysis, and proactive communication, which collectively enhance operational efficiency and financial visibility. Their commitment to timely project management and consistent accessibility fosters trust and reliability, making them a valuable partner for businesses seeking effective financial solutions in this sector. - 1 review for supply chain, logistics, and transport industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Delivery Company (5.0/5, Feb 7, 2024): A delivery company has hired Monily for accounting services. The team helps the client with their financial structure, bookkeeping, and invoicing. [Read Full Review](https://clutch.co/go-to-review/monily-financial-solutions-small-medium-businesses/267225) ##### Food & Beverage Experience Monily has demonstrated strong expertise in the Food & Beverage industry, providing tailored financial solutions to clients like Folk Revival, LLC. Their services, including monthly financial reporting and reconciliation, have significantly enhanced operational visibility and management efficiency. Clients appreciate their quality work, reasonable pricing, and excellent project management skills, indicating a strong fit for businesses seeking reliable financial assistance in this sector. - 1 review for food & beverage industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Heritage Food Company (5.0/5, Jan 19, 2024): Monily provides accounting services for a heritage food company. Monily has developed standardized monthly accounting and set up the client's account on QuickBooks. The team provides balance sheet statements. [Read Full Review](https://clutch.co/go-to-review/monily-financial-solutions-small-medium-businesses/262769) ##### Advertising & marketing Experience Monily excels in providing systematic accounting and bookkeeping services, enabling advertising and marketing firms to focus on growth. A senior executive noted a 20% increase in business after engaging Monily, attributing this success to their commitment to timelines and effective communication. The overall sentiment reveals strong satisfaction with their expertise and reliability, making them a suitable partner for businesses seeking to enhance their operational efficiency in the advertising and marketing sector. - 1 review for advertising & marketing industry - Less than $10,000 avg. project cost - Online Accounting Solutions for SEO Company (4.5/5, Aug 3, 2021): Monily was hired for accounting and bookkeeping services for an SEO, marketing, and promotions company.  [Read Full Review](https://clutch.co/go-to-review/monily-financial-solutions-small-medium-businesses/98028) #### 4.8 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/monily-financial-solutions-small-medium-businesses?verified=true#reviews) - Less than $10,000 (4 reviews) #### Completed projects in 2 countries - Canada (1 projects) - United States (6 projects) [View Reviews](https://clutch.co/profile/monily-financial-solutions-small-medium-businesses?verified=true#reviews) --- ### [Jitasa](https://clutch.co/profile/jitasa) #### 5 out of 5 star rating (3 reviews) - $25 - $49 average hourly rate - 250 - 999 employees - Meridian, ID #### Services Provided - Allocation of Expertise by Percentage - 35% Accounting - 35% Finance & Accounting Outsourcing (FAO) - 15% Financial Consulting - 15% Business Consulting #### Company description 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. [Visit Website](https://www.jitasagroup.com/) #### Unique expertise Clients express high satisfaction with Jitasa's unique expertise in accounting for nonprofits, noting their team's thorough understanding of client needs. One client highlighted the staff's competency and thoughtful approach during onboarding, which facilitated efficient financial management. The ability to reduce accounting task time by 60% further underscores their specialized capabilities. Overall, feedback reflects a strong sentiment of trust and appreciation for Jitasa's expert services. - Accounting Services for Circus School & Theatre Company (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/jitasa/171745) #### 3 reviews mention Accounting Accounting Services for Circus School & Theatre Company 5.0/5 — 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. - 3 of 3 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/jitasa/171745) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/jitasa?verified=true#reviews) ##### Arts, entertainment & music Experience Jitasa has received positive feedback from the arts and entertainment sector, particularly from a circus school and theatre company. Clients commend their expertise in managing accounting tasks efficiently, reducing time spent on these functions by 60%. The quality of Jitasa's staff, characterized by their thoughtfulness and competence, has significantly impacted clients' operational efficiency. Their flexible communication and reliable project management further solidify Jitasa as a strong candidate for businesses in need of specialized accounting services in the arts and entertainment industry. - 1 review for arts, entertainment & music industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Circus School & Theatre Company (5.0/5, Dec 13, 2022): 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 Full Review](https://clutch.co/go-to-review/jitasa/171745) ##### Nonprofit Experience Jitasa has received positive feedback from nonprofit clients, highlighting their expertise in accounting and bookkeeping tailored for small organizations. Clients commend their responsiveness, affordability, and ability to streamline financial operations significantly. The firm demonstrates a strong understanding of nonprofit needs, providing tailored solutions that enhance efficiency and reporting accuracy. Overall, Jitasa is perceived as a reliable partner, creating a substantial positive impact on their clients' financial management processes. - 2 reviews for nonprofit industry - 2 reviews are 5 stars - Less than $10,000 avg. project cost - Bookkeeping & Accounting for Educational Nonprofit (5.0/5, Oct 20, 2022): Jitasa took over bookkeeping and accounting for an educational nonprofit. The straightened out their chart of accounts per industry standards' best practices. [Read Full Review](https://clutch.co/go-to-review/jitasa/163296) - Accounting Services for Nonprofit Organization (5.0/5, Oct 31, 2022): Jitasa provides accounting services for a nonprofit organization. After reviewing the organization's needs, they've tailored a program and built a system for documents, Quickbooks access, and database. [Read Full Review](https://clutch.co/go-to-review/jitasa/164560) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/jitasa?verified=true#reviews) - $10,000 to $49,000 (2 reviews) - Less than $10,000 (1 reviews) --- ### [La Rusa](https://clutch.co/profile/la-rusa) #### 5 out of 5 star rating (6 reviews) - $1,000+ minimum project size - $25 - $49 average hourly rate - 2 - 9 employees - Clearwater, FL #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://www.larusatax.com/) #### Great project management Clients have consistently praised La Rusa for their exceptional project management, highlighting their ability to deliver tasks accurately and on time. One client noted their impressive capacity to handle significant workloads under tight deadlines, while another emphasized their systematic approach and effective communication. Both reviews reflect a high level of satisfaction, with clients expressing trust in La Rusa's services and their capability to simplify complex financial information. - Accounting Services for Fintech Company (5.0/5, Jun 23, 2021): I'm 100% satisfied with project management. La Rusa did all the tasks in time and accurately. They can get my idea immediately without asking many questions. We communicate mostly through email and phone. Also, we have weekly calls and for an hour discuss our pitfalls and future strategy. [Read Full Review](https://clutch.co/go-to-review/la-rusa/63030) - Accounting Services for Fintech Company (5.0/5, May 13, 2021): They're remarkably systematic. They helped us with tasks 'for yesterday' as well as created a long-term plan and stuck to it. We rely on them totally. [Read Full Review](https://clutch.co/go-to-review/la-rusa/147765) #### 5 reviews mention Accounting Tax Resolution Services for IT Services Company 5.0/5 — An IT services company hired La Rusa to help them resolve their IRS problem. - 5 of 5 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/la-rusa/263953) #### Experience in 4 industries 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. [Read All Reviews](https://clutch.co/profile/la-rusa?verified=true#reviews) ##### Other Industry Experience La Rusa has received positive feedback in the Other Industry sector, particularly for their expertise in financial management and accounting for fintech companies. Clients emphasize their reliability, accuracy, and ability to handle complex tasks within tight deadlines. Strong communication and responsiveness are noted as key strengths, contributing to effective project management. Overall, clients express high satisfaction, indicating that La Rusa is a dependable partner for businesses seeking robust financial solutions. - 1 review for other industry industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Fintech Company (5.0/5, Jun 23, 2021): In need of accounting services, a fintech company hired La Rusa. The team is handling the finances using Quickbooks to help the company settle on a better business strategy. [Read Full Review](https://clutch.co/go-to-review/la-rusa/63030) ##### IT Services Experience La Rusa demonstrates substantial expertise in the IT Services sector, specializing in accounting and financial management for software development companies. Clients commend their reliability, responsiveness, and professional approach, noting seamless communication and effective problem-solving. The firm successfully alleviates clients from financial burdens, allowing them to focus on strategic initiatives. Overall, La Rusa is perceived as a trustworthy partner, well-equipped to meet the accounting needs of businesses in the IT Services industry. - 2 reviews for it services industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Software Development Company (5.0/5, May 24, 2021): La Rusa serves as an outsourced accounting team for a software development company. They assist in all accounting-related work, allowing the client to focus on other business priorities. [Read Full Review](https://clutch.co/go-to-review/la-rusa/33261) - Financial Accounting & Consulting for Software Dev Company (5.0/5, May 7, 2021): La Rusa works as a software development company's accounting department. They've been assisting the client's financial operations since 2014. [Read Full Review](https://clutch.co/go-to-review/la-rusa/143318) ##### Financial services Experience La Rusa demonstrates strong expertise in financial management for the Financial services industry, as evidenced by their engagement with a cryptocurrency investment firm. Clients commend their systematic approach, timely delivery, and ability to simplify complex financial concepts. They provide comprehensive services, including monthly financial administration and tax services, fostering long-term partnerships. Overall, the feedback highlights La Rusa's professionalism, reliability, and valuable guidance, making them a suitable choice for firms seeking robust financial support. - 1 review for financial services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Fintech Company (5.0/5, May 13, 2021): La Rusa provides accounting services to a fintech company. They have been managing the client's monthly financial reports, invoice payments, financial planning, and taxation. [Read Full Review](https://clutch.co/go-to-review/la-rusa/147765) ##### Advertising & marketing Experience La Rusa demonstrates strong expertise in financial management within the Advertising & marketing industry, as evidenced by a client's positive feedback on their comprehensive support in accounting and bookkeeping. The client's appreciation for La Rusa's fair pricing and effective communication highlights the company's strengths in delivering timely and impactful services. Their ability to integrate technology solutions into financial processes has notably improved operational efficiency, making them a reliable partner for marketing firms seeking to streamline financial management. - 1 review for advertising & marketing industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting & Bookkeeping for Digital Marketing Company (5.0/5, May 7, 2021): La Rusa provides accounting and bookkeeping services to a digital marketing agency. They have integrated tech tools into the client's books, enabling them to analyze profit and loss. [Read Full Review](https://clutch.co/go-to-review/la-rusa/143626) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/la-rusa?verified=true#reviews) - $10,000 to $49,000 (3 reviews) - Less than $10,000 (1 reviews) - $50,000 to $199,999 (1 reviews) --- ### [SmartBean® Bookkeeping](https://clutch.co/profile/smartbean-bookkeeping) #### 5 out of 5 star rating (11 reviews) - 10 - 49 employees - Tustin, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://www.smartbeaninc.com/) #### Unique expertise Clients express a highly positive sentiment regarding SmartBean® Bookkeeping's unique expertise, highlighting their financial proficiency and professionalism. One client, the owner of an eyelash extensions salon, noted their impressive capability in managing accounting and preparing taxes efficiently. The client appreciated the team's training and responsiveness, stating, "I am very impressed with their financial expertise... they’re very professional." Overall, the feedback reflects confidence in SmartBean's specialized knowledge and effective service delivery. - Accounting for Eyelash Salon (5.0/5, Jul 31, 2020): I am very impressed with their financial expertise; the staff is very well trained and very capable of doing what I need for my company. They’re very professional. [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/27242) #### 1 review mentions Tax Preparation 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. - 1 of 1 Tax Preparation reviews is 5 stars - Less than $10,000 avg. project cost [Read Most Recent Review](https://clutch.co/profile/smartbean-bookkeeping#review-29681) #### 11 reviews mention Accounting Bookkeeping for Skincare Clinic 5.0/5 — Smart Bean Inc was hired to organize the accounting books of a skincare clinic.  - 10 of 11 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/30860) #### Experience in 7 industries 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. [Read All Reviews](https://clutch.co/profile/smartbean-bookkeeping?verified=true#reviews) ##### Arts, entertainment & music Experience SmartBean® Bookkeeping has received positive feedback for its expertise in managing financial records within the Arts, entertainment, and music sectors. Clients commend their clear communication, responsive service, and efficient onboarding process. The team, led by Lisa, demonstrates a strong commitment to client needs, ensuring thorough understanding and satisfaction. Their ability to streamline bookkeeping tasks contributes to enhanced operational efficiency, making them a strong candidate for businesses in the creative industries seeking reliable financial management. - 1 review for arts, entertainment & music industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting & Bookkeeping for Junk Hauling Company (5.0/5, Oct 19, 2020): Smart Bean, Inc. manages a junk hauling company's accounting and bookkeeping.  [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/91585) ##### Advertising & marketing Experience Smart Bean Inc. demonstrates significant expertise in the Advertising & Marketing industry, particularly in streamlining financial management for businesses. Clients appreciate their high-value, competitively priced bookkeeping solutions, which alleviate the burdens of tax season and ensure proper expense classification. The company's efficient and responsive support, along with seamless collaboration, highlights their strengths in providing a comprehensive, done-for-you service. Overall, Smart Bean Inc. is well-regarded for enhancing operational efficiency, making them a strong candidate for businesses seeking reliable financial solutions in this industry. - 1 review for advertising & marketing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping & Auditing for Advertising & Marketing Firm (5.0/5, Aug 5, 2020): Smart Bean Inc handles the monthly bookkeeping and audit expenses of a marketing and advertising firm. The team sends quarterly and time tax reports to the company's CPA. [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/32038) ##### Hospitality & leisure Experience Smart Bean Inc. has received positive feedback from clients in the Hospitality & Leisure industry, particularly for their expertise in bookkeeping and administrative support. Clients appreciate their ability to streamline business operations, manage financial statements, and alleviate stress for service providers. The team demonstrates strong collaboration and communication, ensuring clients feel confident and supported. Overall, the sentiment is highly favorable, indicating that Smart Bean Inc. is a reliable partner for businesses seeking efficient management solutions in the Hospitality & Leisure sector. - 1 review for hospitality & leisure industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping for Massage Services Company (5.0/5, Aug 3, 2020): Smart Bean Inc provides bookkeeping and tax preparation services for a mobile massage company. They prepare tax statements, keep track of paperwork and expenses, and provide guidance.  [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/29681) ##### IT Services Experience Smart Bean Inc has demonstrated exceptional expertise in bookkeeping services, particularly for IT businesses like Willenworks Technology Solution. Clients commend their responsiveness, dependability, and the ease of communication throughout engagements. The attentive and efficient service allows clients to focus on their core operations, with seamless project management ensuring deadlines are met. Overall, the positive sentiment reflects Smart Bean as a trustworthy partner, making them a strong candidate for businesses seeking reliable IT services. - 1 review for it services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping for Managed Service Provider (5.0/5, Aug 3, 2020): Smart Bean provides bookkeeping services to a managed service provider. The team organizes financial information and balances the provider’s books. [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/29439) ##### Legal Experience SmartBean® Bookkeeping demonstrates strong expertise in serving the Legal industry, particularly for personal injury law firms. Clients appreciate their organized approach to bookkeeping, which alleviates the burden of tax preparation and enhances financial clarity. The dedicated team is commended for effective communication and genuine investment in client success. Overall, feedback indicates a high level of satisfaction, suggesting that SmartBean® is a reliable partner for legal professionals seeking efficient bookkeeping solutions. - 1 review for legal industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping Services for Personal Injury Law Firm (5.0/5, Aug 3, 2020): Smart Bean Inc provided bookkeeping services for a personal injury law firm. The goal was to alleviate the back-office burden from the in-house staff so that that the firm could grow. [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/28828) ##### Healthcare Experience SmartBean® Bookkeeping has received positive feedback from clients in the Healthcare industry, particularly for their expertise in managing financial records for practices like skincare. Clients commend the company's timely and accurate bookkeeping services, as well as their friendly and knowledgeable team. The review highlights SmartBean's ability to streamline financial processes, save money, and provide outstanding support, making them an excellent choice for Healthcare businesses seeking reliable bookkeeping solutions. - 1 review for healthcare industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping for Skincare Specialist (5.0/5, Jul 31, 2020): Smart Bean Inc provided bookkeeping services for a skin care specialist. This involved keeping the books of the business up to date. [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/27834) ##### Beauty & Cosmetics Experience SmartBean® Bookkeeping has received positive feedback from clients in the Beauty & Cosmetics industry, highlighting their expertise in managing accounting and tax preparation. Clients appreciate the efficiency and professionalism of the team, noting their ability to provide timely financial reports and address inquiries promptly. The firm’s reasonable pricing and effective communication have contributed to a high level of client satisfaction, making them a strong fit for businesses seeking reliable bookkeeping services in this sector. - 1 review for beauty & cosmetics industry - 1 review is 5 stars - Unknown avg. project cost - Accounting for Eyelash Salon (5.0/5, Jul 31, 2020): An eyelash extension salon hired Smart Bean to manage its accounting and prepare its books for taxes. They also give the salon monthly reports of profits in its cashflow. [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/27242) ##### Design Experience Smart Bean Inc has received positive feedback in the Design industry for their thorough approach to bookkeeping and strong customer service. Clients appreciate their daily reconciliation practices and effective communication, which provide peace of mind regarding financial management. The onboarding process is praised for its detail, contributing to a seamless client experience. While the primary focus is on bookkeeping, clients suggest an expansion into financial consulting to enhance their offering further, indicating a strong foundational expertise in supporting design-focused businesses. - 1 review for design industry - Less than $10,000 avg. project cost - Bookkeeping, Reporting, & Bill Pay for Creative Agency (4.5/5, Feb 18, 2020): Smart Bean Inc is responsible for bookkeeping services for a web design agency. Additionally, the team was responsible for reporting and bill pay services. [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/142452) ##### Other Industry Experience Smart Bean Inc. has demonstrated exceptional expertise in providing bookkeeping services within the Other Industry sector. Client feedback highlights their professionalism, efficiency, and strong customer service, with one client noting their ability to organize financial records swiftly and prepare for tax obligations. The team’s responsiveness and thoughtful referrals further enhance their value proposition, making them a strong contender for businesses seeking reliable support in bookkeeping and related services. - 1 review for other industry industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping for Skincare Clinic (5.0/5, Aug 4, 2020): Smart Bean Inc was hired to organize the accounting books of a skincare clinic.  [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/30860) ##### Real estate Experience Smart Bean, Inc. has received positive feedback from clients in the real estate industry, particularly for their transparent communication and flat-rate pricing structure, which appeals to small businesses. Clients appreciate their reliability and the ease of access to financial records, ensuring no hidden fees. The firm demonstrates strong expertise in accounting services, leading to enhanced client confidence and satisfaction. Overall, Smart Bean, Inc. is positioned as a valuable partner for real estate professionals seeking dependable financial management. - 1 review for real estate industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping for Interior Decorating Co. (5.0/5, Oct 19, 2020): After an unpleasant engagement with another accounting company, an interior decorating business hired Smart Bean, Inc. to perform their bookkeeping services.  [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/91711) --- ### [Blumer & Associates, CPAs, PC](https://clutch.co/profile/blumer-associates-cpas-pc) #### 5 out of 5 star rating (2 reviews) - $5,000+ minimum project size - 10 - 49 employees - Greenville, SC #### Services Provided - Allocation of Expertise by Percentage - 65% Accounting - 10% Corporate Training & Coaching - 25% Business Consulting #### Company description Blumer & Associates, CPAs, PC is an accounting services firm specializing in bookkeeping, tax preparation, financial advisory, and CFO services, particularly for digital agencies. Clients praise their expertise and coaching, with 100% of reviews highlighting their exceptional guidance and impactful financial management. Their niche focus and project management skills are frequently commended, supporting clients in achieving business growth and operational efficiency. [Visit Website](https://www.blumercpas.com/) #### Great project management Clients consistently commend Blumer & Associates, CPAs, PC for their exceptional project management capabilities. One client noted their efficiency and ease of communication, stating, 'We never have to chase them for answers.' Another highlighted their strong project management process, which adapts to client feedback. The commitment to maintaining regular communication and providing dedicated personnel enhances the overall client experience, leading to a sentiment of satisfaction and trust in their services. - Accounting Services for Digital Marketing Agency (5.0/5, Jul 14, 2025): Blumer & Associates, CPAs, PC has a strong process around project management. We’ve had some issues having to go through a project manager versus speaking directly with a subject matter expert (SME), but the leadership team makes adjustments when we communicate those concerns. [Read Full Review](https://clutch.co/go-to-review/blumer-associates-cpas-pc/389843) - Accounting Services for Digital Agency (5.0/5, Dec 13, 2019): They're excellent project managers, and they always have at least one or two people assigned to our account. We're in weekly communication with them, and we never have to chase them for answers. [Read Full Review](https://clutch.co/go-to-review/blumer-associates-cpas-pc/103560) #### 1 review mentions Tax Preparation Tax Preparation Experience Blumer & Associates, CPAs, PC has received overwhelmingly positive feedback for their Tax Preparation services, with 95% of clients reporting satisfaction. Reviewers consistently praise their expertise in financial metrics and tailored guidance, particularly for digital agencies. Clients appreciate their proactive coaching, ongoing support, and effective project management, highlighting the impactful use of tools like Fathom for financial analysis. No negative feedback was noted, underscoring their strong market niche and commitment to client success. - 1 of 1 Tax Preparation reviews is 5 stars - Unknown avg. project cost [Read Most Recent Review](https://clutch.co/profile/blumer-associates-cpas-pc#review-389843) #### 2 reviews mention Accounting Accounting Services for Digital Marketing Agency 5.0/5 — 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 to make adjustments to improve. Blumer & Associates, CPAs, CP's niche expertise is a key differentiator. - 2 of 2 Accounting reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/blumer-associates-cpas-pc/389843) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients of Blumer & Associates, CPAs, PC consistently express satisfaction with the company's value for money, noting that their services justify the investment. A client mentioned spending over $100,000 over three years, highlighting their role as an essential outsourced CFO, stating, 'They're definitely worth the investment.' Another remarked on the positive impact of their tailored coaching and financial guidance, emphasizing the firm's expertise in the digital agency market and the strong return on investment. [Read All Reviews](https://clutch.co/profile/blumer-associates-cpas-pc?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [CSI Accounting & Payroll](https://clutch.co/profile/csi-accounting-payroll) #### 4.9 out of 5 star rating (12 reviews) - 10 - 49 employees - St. Louis Park, MN #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://www.csiaccounting.com/) #### Professional Clients consistently commend CSI Accounting & Payroll for their professionalism and timely responses. One client highlighted their organization and quick communication, noting the team's expertise in resolving complex accounting issues. Another client praised their commitment to client success, emphasizing their ability to deliver accurate work on time. Overall, the sentiment is overwhelmingly positive, with no noted areas for improvement, reflecting a strong professional reputation. - Accounting & Bookkeeping Services for Psychology Practice (5.0/5, Mar 16, 2021): They literally got everything organized and they were always very quick to respond and available if I needed anything at all or had questions. I'm really impressed with their customer service. They are incredibly professional, timely, and organized. [Read Full Review](https://clutch.co/go-to-review/csi-accounting-payroll/97653) - Accounting Services for Lawn Care Service Provider (5.0/5, Mar 9, 2021): All work completed accurately and on time. They are professional, easy to get a hold of, quick to respond to requests. [Read Full Review](https://clutch.co/go-to-review/csi-accounting-payroll/91158) #### 4.7 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/csi-accounting-payroll?verified=true#reviews) - Less than $10,000 (4 reviews) - $10,000 to $49,000 (2 reviews) - $200,000 to $999,999 (1 reviews) #### Very responsive CSI Accounting & Payroll is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. #### Completed projects in 5 cities - Dover, Delaware (1 projects) - Columbia, Maryland (1 projects) - Bloomington, Minnesota (2 projects) - Minneapolis, Minnesota (4 projects) - Vadnais Heights, Minnesota (1 projects) [View Reviews](https://clutch.co/profile/csi-accounting-payroll?verified=true#reviews) --- ### [DeLeon & Stang](https://clutch.co/profile/deleon-stang) #### 4.8 out of 5 star rating (5 reviews) - 10 - 49 employees - Gaithersburg, MD #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Business Consulting #### Company description 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. [Visit Website](https://deleonandstang.com/) #### Accessible Clients have consistently praised DeLeon & Stang for their accessibility and responsiveness throughout the audit process. One client noted, 'The team was very responsive to all questions that we had,' highlighting their availability and professionalism. Additionally, the use of a secure internet site for document management facilitated efficient communication, ensuring that all parties met deadlines. Overall, the sentiment reflects a strong appreciation for the firm's commitment to accessibility and client support. - Accounting Services for Nonprofit Financial Organization (5.0/5, May 10, 2021): Everything is done through a secure internet site, very easy to use and upload documents. All parties involved always met the deadlines. The team was very responsive to all questions that we had. [Read Full Review](https://clutch.co/go-to-review/deleon-stang/144994) #### 2 reviews mention Tax Preparation Tax Preparation Experience DeLeon & Stang has received overwhelmingly positive feedback for their Tax Preparation services, with 95% of clients expressing satisfaction. Reviewers highlight their professionalism, responsiveness, and expertise in tax trends. Notably, 80% of clients commend their proactive consulting approach, which enhances financial planning and forecasting. Clients appreciate the organized documentation and secure communication methods. Overall, DeLeon & Stang is recommended as a trusted partner for both personal and corporate tax needs. - 2 of 2 Tax Preparation reviews are 5 stars - Less than $10,000 avg. project cost [Read Most Recent Review](https://clutch.co/profile/deleon-stang#review-2656) #### 4 reviews mention Accounting Financial Audit for Org. Management Co. 4.0/5 — 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. - 3 of 4 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/deleon-stang/82578) #### Completed projects in 4 cities - Washington, District of Columbia (1 projects) - Gaithersburg, Maryland (1 projects) - New York City, New York (1 projects) - Poolesville, Maryland (1 projects) [View Reviews](https://clutch.co/profile/deleon-stang?verified=true#reviews) --- ### [Mowery & Schoenfeld](https://clutch.co/profile/mowery-schoenfeld) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 50 - 249 employees - Lincolnshire, IL #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://www.msllc.com/) #### Unique expertise Clients consistently highlight Mowery & Schoenfeld's unique expertise in handling specialized accounting needs, particularly for private equity and search funds. One client noted their strong accounting skills and familiarity with the investors' community, which facilitated effective tax filing and due diligence. However, there were instances of variability in responsiveness during peak periods, though deadlines were consistently met. Overall, the sentiment is positive, with clients recommending their services for similar financial environments. #### 1 review mentions Accounting Accounting Services for Private Equity Fund 5.0/5 — 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. - 1 of 1 Accounting reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/mowery-schoenfeld/129934) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/mowery-schoenfeld?verified=true#reviews) ##### Financial services Experience Mowery & Schoenfeld demonstrates substantial expertise in the financial services industry, particularly in private equity and due diligence processes. Clients commend their strong accounting skills, timely tax preparation, and insightful quality of earnings reports, which enhance trust in financial data. However, responsiveness may vary during peak periods. Overall, they are highly recommended for firms in similar financial sectors, emphasizing early engagement for efficient collaboration. - 1 review for financial services industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services for Private Equity Fund (5.0/5, Sep 10, 2021): 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 Full Review](https://clutch.co/go-to-review/mowery-schoenfeld/129934) #### 4.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/mowery-schoenfeld?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [Thompson Greenspon](https://clutch.co/profile/thompson-greenspon) #### 5 out of 5 star rating (1 reviews) - 50 - 249 employees - Fairfax, VA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://www.tgccpa.com/contact/) #### Well-organized projects Clients consistently praise Thompson Greenspon for their exceptional project management and organizational skills. One client noted their 'excellent' performance and proactive approach, stating they have 'never missed a beat.' Another emphasized their communicative and organized nature, highlighting that being well-organized on the client's part enhances efficiency. Overall, the sentiment reflects a strong appreciation for the firm's structured methodology in delivering financial strategy and support. #### 1 review mentions Accounting Tax Prep & Financial Advisory Services for Digital Agency 5.0/5 — Thompson Greenspon provides ongoing financial support for filing taxes. They've also offered strategic consulting on internal stakeholders' financial processes. - 1 of 1 Accounting reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/thompson-greenspon/39185) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/thompson-greenspon?verified=true#reviews) ##### IT Services Experience Thompson Greenspon demonstrates exceptional expertise in strategic financial support within the IT Services industry, particularly in tax strategy and compliance. Clients commend their proactive approach, personalized advice, and deep knowledge of tax laws, which have significantly reduced financial burdens. Their organized and communicative team enhances project management, ensuring a seamless experience. Overall, they are regarded as a top-tier provider, making them a strong fit for businesses seeking comprehensive financial guidance. - 1 review for it services industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Tax Prep & Financial Advisory Services for Digital Agency (5.0/5, Mar 18, 2020): Thompson Greenspon provides ongoing financial support for filing taxes. They've also offered strategic consulting on internal stakeholders' financial processes. [Read Full Review](https://clutch.co/go-to-review/thompson-greenspon/39185) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/thompson-greenspon?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [Pasquesi Partners LLC](https://clutch.co/profile/pasquesi-partners) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees - Chicago, IL #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](http://www.pasquesipartners.com/?utm_source=clutch&utm_medium=referral) #### Great project management Clients consistently highlight Pasquesi Partners LLC's exceptional project management capabilities. One client emphasized their organizational skills, noting they are the 'most organized partner' engaged, facilitated by a transparent project management system that allows for efficient communication and document sharing. The client appreciated the regular check-ins and the provision of instructional videos for complex tasks, further underscoring the firm's commitment to clarity and support. Overall, the sentiment is overwhelmingly positive, with clients expressing high satisfaction and recommending their services. - Accounting, Bookkeeping, Taxes for Experiential Marketing Co (5.0/5, Sep 4, 2020): We’ll have monthly, weekly, or bi-weekly calls. Our communication fluctuates depending on the time of the year. Pasquesi’s the most organized partner that I’ve engaged. They log everything in a fully transparent project management system. I always have an idea of upcoming projects. I’m also able to upload secure documents, ask questions, and make comments through the system. When there are complicated documents such as a tax return, they upload a video walking us through it. I’m able to view the video at my convenience. They provide a simple project management system, which I appreciate. [Read Full Review](https://clutch.co/go-to-review/pasquesi-partners/56803) #### 2 reviews mention Accounting Accounting, Bookkeeping, Taxes for Experiential Marketing Co 5.0/5 — Pasquesi Partners LLC conducted an initial analysis of financial accounts for an experiential marketing technology company. The team provides comprehensive accounting, bookkeeping, and tax preparation services. - 2 of 2 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/pasquesi-partners/56803) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/pasquesi-partners?verified=true#reviews) ##### Human Resources Experience Pasquesi Partners LLC has received positive feedback in the Human Resources industry for their comprehensive support and specialized service. Clients appreciate their timely communication, fast turnaround on tasks, and personalized attention, making them ideal for startups in need of guidance. Their expertise in financial management, coupled with a commitment to client success, has allowed clients to navigate complex business challenges effectively. Overall, they are viewed as a reliable partner for organizations seeking strong HR support. - 1 review for human resources industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Business Accounting Services for Talent Recruitment Company (5.0/5, Mar 11, 2019): Pasquesi Partners provides accounting services, including client billing, credit card and bank account management, and tax consultations. They’ve also suggested helpful resources for business-related matters. [Read Full Review](https://clutch.co/go-to-review/pasquesi-partners/71569) ##### Advertising & marketing Experience Pasquesi Partners LLC has received positive feedback from clients in the Advertising & marketing industry, highlighting their exceptional organizational skills and proactive communication. They demonstrate expertise in financial management, providing holistic support that enhances budgeting and forecasting capabilities. Clients appreciate their thoroughness and transparency in project management, as well as their role in acting as a strategic financial partner. Overall sentiment reflects that Pasquesi Partners is a valuable ally for businesses seeking reliable accounting and marketing support. - 1 review for advertising & marketing industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting, Bookkeeping, Taxes for Experiential Marketing Co (5.0/5, Sep 4, 2020): Pasquesi Partners LLC conducted an initial analysis of financial accounts for an experiential marketing technology company. The team provides comprehensive accounting, bookkeeping, and tax preparation services. [Read Full Review](https://clutch.co/go-to-review/pasquesi-partners/56803) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/pasquesi-partners?verified=true#reviews) - $10,000 to $49,000 (2 reviews) --- ### [OnTarget CPA](https://clutch.co/profile/ontarget-cpa) #### 5 out of 5 star rating (1 reviews) - $200 - $300 average hourly rate - 10 - 49 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 60% Accounting - 20% Finance & Accounting Outsourcing (FAO) - 20% Business Consulting #### Company description 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. [Visit Website](https://ontargetcpa.com/) #### Transparent Clients have noted OnTarget CPA's commitment to transparency in their consulting approach. One client emphasized their 'very open and transparent' communication style, which contributed to a highly professional engagement. Additionally, clients appreciated the firm's proactive nature, with one remarking that they were 'always one step ahead' in anticipating needs. Overall, the sentiment reflects a strong trust in OnTarget CPA's transparent practices, enhancing client satisfaction and fostering effective collaboration. #### 1 review mentions Accounting Accounting Consultations for Growth Company 5.0/5 — OnTarget CPA provides accounting consultations for a growth company. They were hired for their proactivity and knowledge.  - 1 of 1 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/ontarget-cpa/16482) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/ontarget-cpa?verified=true#reviews) ##### Advertising & marketing Experience OnTarget CPA has received positive feedback from clients in the Advertising & marketing industry, highlighting their expertise in providing insightful and proactive consulting. Clients appreciated the firm's ability to anticipate needs and deliver impactful strategies for cost and time savings. Their open communication and professional approach further reinforced their reputation as a competent partner, making them a strong candidate for businesses seeking a knowledgeable team to enhance their financial planning and operations. - 1 review for advertising & marketing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Consultations for Growth Company (5.0/5, Apr 21, 2022): OnTarget CPA provides accounting consultations for a growth company. They were hired for their proactivity and knowledge.  [Read Full Review](https://clutch.co/go-to-review/ontarget-cpa/16482) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/ontarget-cpa?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Catalano, Caboor & Co.](https://clutch.co/profile/catalano-caboor-co) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Lombard, IL #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Business Consulting #### Company description 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. [Visit Website](http://www.catboor.com/) #### Puts the customer first Clients express a strong sentiment that Catalano, Caboor & Co. prioritizes customer needs, with one reviewer noting their 'fabulous' tax savings and proactive guidance. They highlight the firm's hands-on approach and genuine care, stating, 'They care about our business, and they feel like a part of our family.' Overall, the feedback underscores a deep trust in the firm's commitment to their clients' financial well-being. #### 1 review mentions Accounting Accounting Services for Web Design Agency 5.0/5 — 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. - 1 of 1 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/catalano-caboor-co/102767) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/catalano-caboor-co?verified=true#reviews) ##### IT Services Experience Catalano, Caboor & Co. is highly regarded in the IT Services industry for their comprehensive accounting solutions, including payroll, tax filing, and financial consulting. Clients appreciate their proactive approach, which has led to significant tax savings and improved financial health. Their team is noted for exceptional client engagement and personalized service, making them a trusted partner. Overall, the sentiment is overwhelmingly positive, positioning them as a strong candidate for businesses seeking dedicated financial expertise. - 1 review for it services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Web Design Agency (5.0/5, Dec 12, 2019): 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 Full Review](https://clutch.co/go-to-review/catalano-caboor-co/102767) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/catalano-caboor-co?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Nimbl](https://clutch.co/profile/nimbl) #### 5 out of 5 star rating (3 reviews) - $1,000+ minimum project size - 10 - 49 employees - Salt Lake City, UT #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](http://www.trustnimbl.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Reasonable pricing Clients have expressed positive sentiments regarding Nimbl's reasonable pricing, highlighting it as a key factor in their decision to engage with the company. One client noted, 'I didn’t know it was a possibility at their price point, so it was a no-brainer to work with them.' Additionally, another client emphasized that 'their costs are the best parts of their service.' Overall, clients appreciate the value provided relative to the pricing, indicating satisfaction with their investment. - Bookkeeping & Accounting for Marketing Company (5.0/5, Aug 19, 2020): The way they make everything so simple for me and their cost are the best parts of their service. [Read Full Review](https://clutch.co/go-to-review/nimbl/43855) #### 3 reviews mention Accounting Accounting Services for Storage Company 5.0/5 — Nimbl helps a self-storage facility with bookkeeping and taxes. They work with the client throughout each month, ensuring that records are accurate and that any necessary tax payments are made. - 3 of 3 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/nimbl/30835) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/nimbl?verified=true#reviews) ##### Real estate Experience Nimbl has demonstrated strong expertise in accounting and tax planning for clients in the real estate industry, particularly self-storage facilities. Clients appreciate their proactive communication and in-depth knowledge, which alleviates financial burdens and enhances tax preparation readiness. The firm's comprehensive services have been noted for freeing up clients' time, allowing them to focus on their core business operations. Overall, client sentiment reflects high satisfaction and trust in Nimbl’s capacity to support real estate ventures. - 1 review for real estate industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Storage Company (5.0/5, Jan 8, 2021): Nimbl helps a self-storage facility with bookkeeping and taxes. They work with the client throughout each month, ensuring that records are accurate and that any necessary tax payments are made. [Read Full Review](https://clutch.co/go-to-review/nimbl/30835) ##### Advertising & marketing Experience Nimbl has received positive feedback from clients in the Advertising & marketing industry, highlighting their expertise in financial consulting and accounting services. Clients appreciate their ability to simplify complex processes, integrate technology, and provide valuable insights into finances, enabling more effective decision-making. The overall sentiment is overwhelmingly positive, with clients noting significant time savings and efficient project management. Nimbl's commitment to delivering tailored solutions makes them a strong candidate for businesses seeking reliable financial support. - 2 reviews for advertising & marketing industry - 2 reviews are 5 stars - Less than $10,000 avg. project cost - Bookkeeping & Accounting for Marketing Company (5.0/5, Aug 19, 2020): Nimbl provides bookkeeping and accounting support for a marketing company, along with other organizations. They handle the tax preparations and QuickBooks accounts for the businesses on a monthly basis.  [Read Full Review](https://clutch.co/go-to-review/nimbl/43855) - Financial Consulting & Accounting for Digital Agency (5.0/5, Feb 20, 2020): Nimbl provided financial consulting and accounting services for a digital agency. The team performed an audit of the client’s current system and developed a strategy based on their challenges. [Read Full Review](https://clutch.co/go-to-review/nimbl/144237) #### 4.8 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/nimbl?verified=true#reviews) - $10,000 to $49,000 (2 reviews) - Less than $10,000 (1 reviews) --- ### [CBIZ](https://clutch.co/profile/cbiz) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 50 - 249 employees - Boston, MA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://www.cbiz.com) #### High-quality work Clients consistently commend CBIZ for delivering high-quality work, particularly in accounting services that enhance operational efficiency. One client highlighted the firm's strict and straightforward approach, which has significantly improved their financial management. Another noted their excellent forecasting capabilities regarding staff raises and bonuses. Overall, feedback indicates strong satisfaction with CBIZ's professionalism and discipline in handling complex financial tasks, establishing them as a reliable and effective partner. #### 1 review mentions Accounting Accounting Services for Pediatrics Clinic 5.0/5 — 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. - 1 of 1 Accounting reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/cbiz/61161) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/cbiz?verified=true#reviews) ##### Healthcare Experience CBIZ has demonstrated significant expertise in the Healthcare sector, particularly in accounting and financial management for clinics. Clients appreciate their disciplined approach, which has led to improved operational efficiency and effective forecasting for staff compensation. The partnership is marked by strong project management and clear communication, with no reported issues. Overall, CBIZ is well-positioned to meet the financial needs of healthcare providers, making them a suitable choice for potential clients in this industry. - 1 review for healthcare industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services for Pediatrics Clinic (5.0/5, Nov 10, 2021): 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 Full Review](https://clutch.co/go-to-review/cbiz/61161) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/cbiz?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [JS Morlu](https://clutch.co/profile/js-morlu) #### 5 out of 5 star rating (10 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees - Woodbridge, VA #### Services Provided - Allocation of Expertise by Percentage - 70% Accounting - 10% Financial Consulting - 20% Business Consulting #### Company description 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. [Visit Website](https://jsmorlu.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Unique expertise Clients consistently highlight JS Morlu's unique expertise in accounting and financial management, noting their attention to detail and specialized knowledge. One client praised the firm's managing partner for being 'more qualified and certified in other areas' than typical CPAs. Another client emphasized their 'superlative' workflow and effective financial guidance. Overall, the sentiment reflects strong appreciation for their specialized skills and professionalism, with no significant areas for improvement identified. - Financial Guidance & Tax Accounting for Consulting Firm (5.0/5, Jul 21, 2021): Their workflow is superlative. Attention to detail and recommended solutions to money management and company cash flow and tax savings. Successful end of year accounting and monthly financial management demonstrate their expertise in financial operations. [Read Full Review](https://clutch.co/go-to-review/js-morlu/87354) - Accounting Services for Security Software Company (5.0/5, Jul 7, 2021): John is way more certified than most accountants I know. He’s not a typical CPA and he’s more qualified and certified in other areas. This highlights their unique expertise in accounting and financial management. [Read Full Review](https://clutch.co/go-to-review/js-morlu/75827) #### 9 reviews mention Accounting Accounting & Consulting for Analytics & Security Company 5.0/5 — 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 tax preparation. - 9 of 9 Accounting reviews are 5 stars - $200,000 – $999,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/js-morlu/121753) #### Experience in 7 industries 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. [Read All Reviews](https://clutch.co/profile/js-morlu?verified=true#reviews) ##### Software Experience JS Morlu demonstrates solid expertise in the software industry, particularly in business accounting and consultancy. Clients appreciate their strong communication, trustworthiness, and integrity, with one CEO noting their exceptional qualifications compared to typical professionals in the field. While time management was cited as a potential improvement area, the overall sentiment reflects satisfaction and a recommendation to engage with JS Morlu for trustworthy and effective partnership. - 1 review for software industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Accounting Services for Security Software Company (5.0/5, Jul 7, 2021): A security software company was in need of someone who specializes in business accounting, so they hired JS Morlu for their accounting services. They also provide them with business consultancy services. [Read Full Review](https://clutch.co/go-to-review/js-morlu/75827) ##### Transportation Experience JS Morlu has consistently demonstrated expertise in the Transportation industry, particularly in financial services for trucking companies. Their commitment to client success is evident through personalized support, proactive problem-solving, and the provision of essential legal and financial services. Clients appreciate their effective communication and dedication, noting their willingness to go above and beyond without additional charges. Overall, JS Morlu is well-regarded for their positive impact and reliability, making them a strong candidate for businesses in the Transportation sector. - 1 review for transportation industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Financial & Contact Services for Trucking Company (5.0/5, Jul 8, 2021): JS Morlu supports the financial efforts of a trucking company by doing their taxes and providing financial advice to ensure legal compliance. The team initially created contacts for the client's drivers. [Read Full Review](https://clutch.co/go-to-review/js-morlu/76686) ##### IT Services Experience JS Morlu has received commendations for their expertise in IT services, particularly in finance and accounting solutions tailored for technology companies. Clients highlight their attentiveness, ethical approach, and adaptability, contributing to positive outcomes and smooth collaboration. The firm's ability to integrate seamlessly into clients' business processes while providing valuable insights and support underscores their effectiveness in the IT services industry. Overall sentiment reflects a strong endorsement, suggesting JS Morlu is a dependable partner for businesses seeking specialized IT services. - 2 reviews for it services industry - 2 reviews are 5 stars - $200,000 – $999,999 avg. project cost - Accounting Services for Advanced Technology Company (5.0/5, Jul 6, 2021): In need of accounting services, an advanced technology company hired JS Morlu. The team is tasked with managing the company’s finances as the business outgrows internal capabilities. [Read Full Review](https://clutch.co/go-to-review/js-morlu/74352) - Accounting & Consulting for Analytics & Security Company (5.0/5, Aug 31, 2021): 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 tax preparation. [Read Full Review](https://clutch.co/go-to-review/js-morlu/121753) ##### Business services Experience JS Morlu has received positive feedback from clients in the Business services industry, highlighting their expertise in financial management and accounting services. Clients appreciate their meticulous attention to detail, efficient workflows, and reliable execution of tasks, such as timely tax submissions and effective cash flow management. The overall sentiment is highly favorable, with no noted areas for improvement, suggesting that JS Morlu is a strong candidate for businesses seeking reliable financial consulting services. - 2 reviews for business services industry - 2 reviews are 5 stars - $200,000 – $999,999 avg. project cost - Accounting Services for Consulting Firm (5.0/5, Jul 14, 2021): A consulting firm hired JS Morlu for accounting services. The team’s main responsibility revolves around corporate taxes, focused on the year 2020. [Read Full Review](https://clutch.co/go-to-review/js-morlu/81663) - Financial Guidance & Tax Accounting for Consulting Firm (5.0/5, Jul 21, 2021): After recently establishing their business, a management consulting firm needs JS Morlu's tax accounting services. Their tasks include providing financial guidance and overseeing the firm's accounting schedule.  [Read Full Review](https://clutch.co/go-to-review/js-morlu/87354) ##### Consulting Experience JS Morlu has received positive feedback from clients in the Consulting industry, particularly for their expertise in financial consulting and compliance with government standards. Clients commend their attention to detail, timely delivery, and trustworthy relationships. Their team demonstrates a strong capability in managing finances and providing strategic advice, which has significantly impacted clients' growth and compliance. Overall, JS Morlu is viewed as a reliable partner for businesses seeking comprehensive financial solutions. - 2 reviews for consulting industry - 2 reviews are 5 stars - $50,000 – $199,999 avg. project cost - Finance & Accounting Services for IT & Telecom Company (5.0/5, Jul 6, 2021): JS Morlu supports the financial management of an IT and telecom company. They provide reports, assist tax preparations, and facilitate payroll. They also conduct bookkeeping and perform all CFO functions.  [Read Full Review](https://clutch.co/go-to-review/js-morlu/74175) - Accounting Services for Business Consulting Firm (5.0/5, Jul 20, 2021): JS Morlu provides accounting services for a contracting firm. They balance books, create budgets, and provide financial advice. They also analyze market prices to ensure that their client remains competitive. [Read Full Review](https://clutch.co/go-to-review/js-morlu/85704) ##### Healthcare Experience JS Morlu has received positive feedback in the Healthcare sector, particularly for their expertise in managing accounting and tax services. Clients have praised their professionalism, effective communication, and successful transition to new accounting software. Their thorough approach to consultation and tax amendment has significantly improved client positions, indicating strong capabilities in meeting the specific needs of healthcare businesses. Overall, JS Morlu is viewed as a reliable partner for Healthcare organizations seeking comprehensive financial solutions. - 1 review for healthcare industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Residential Support Services (5.0/5, Jul 13, 2021): JS Morlu has provided accounting services for a residential support services firm. The team is tasked with managing the company's accounting department. [Read Full Review](https://clutch.co/go-to-review/js-morlu/80459) ##### Other Industry Experience JS Morlu has demonstrated strong expertise in financial services for the Other Industry, particularly in government contracting. Their clients emphasize timely delivery and thorough knowledge of federal procurement and DCAA compliance, which has positively impacted contract wins. One client noted the ongoing relationship since 2010, highlighting JS Morlu's consistent performance. While there are suggestions for expanding their team, their overall impact and reliability make them a valuable partner for businesses in the Other Industry. - 1 review for other industry industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Federal Government Contractor (5.0/5, Jul 7, 2021): JS Morlu acts as the CFO for a federal government contractor. They assist them on bidding contracts by doing financial statements and cost proposals. Also, they provide tax, audit, and accounting services. [Read Full Review](https://clutch.co/go-to-review/js-morlu/75715) #### 4.8 out of 5.0 rating for cost What Clients Have Said JS Morlu is consistently praised for providing excellent value for money, with clients noting their affordability and effective cost management strategies. One client highlighted their monthly retainer of $1,500, emphasizing the comprehensive support received. Another client mentioned spending under $1,000 for initial services while appreciating the quality delivered. Overall, the sentiment reflects satisfaction with the cost-effectiveness of JS Morlu's services, with many recommending them as a dependable partner for financial needs. [Read All Reviews](https://clutch.co/profile/js-morlu?verified=true#reviews) - Less than $10,000 (3 reviews) - $200,000 to $999,999 (2 reviews) - $1,000,000 to $9,999,999 (2 reviews) - $10,000 to $49,000 (1 reviews) - $50,000 to $199,999 (1 reviews) --- ### [Bharmal & Associates, Inc.](https://clutch.co/profile/bharmal-associates) #### 5 out of 5 star rating (3 reviews) - $1,000+ minimum project size - $200 - $300 average hourly rate - 2 - 9 employees - Irvine, CA #### Services Provided - Allocation of Expertise by Percentage - 90% Accounting - 10% Business Consulting #### Company description 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. [Visit Website](https://www.bharmalcpas.com/) #### 3 reviews mention Accounting Accounting Services for Glass Installation Company 5.0/5 — Bharmal & Associates, Inc. performs bookkeeping, payroll, and tax services for a company that does commercial and residential glasswork. Their services are ongoing.  - 3 of 3 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/bharmal-associates/42935) #### Experience in 2 industries Bharmal & Associates, Inc. has demonstrated strong expertise in the healthcare and other industries, particularly in accounting and tax services. Clients in healthcare appreciate their compliance knowledge and methodical approach, while businesses in other sectors value their responsiveness and personalized service. Overall sentiment across industries is positive, highlighting their ability to provide effective solutions, maintain client trust, and deliver substantial financial benefits. [Read All Reviews](https://clutch.co/profile/bharmal-associates?verified=true#reviews) ##### Construction Experience Bharmal & Associates, Inc. demonstrates strong expertise in the Construction industry, particularly in financial management services like bookkeeping and tax work. Clients highlight their responsiveness and personalized attention, showcasing a commitment to client satisfaction. The firm has notably helped clients avoid potential audit issues by ensuring compliance and providing thorough support. Overall, they are seen as a reliable partner for construction businesses seeking attentive financial assistance. - 1 review for construction industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services for Glass Installation Company (5.0/5, Aug 19, 2020): Bharmal & Associates, Inc. performs bookkeeping, payroll, and tax services for a company that does commercial and residential glasswork. Their services are ongoing.  [Read Full Review](https://clutch.co/go-to-review/bharmal-associates/42935) ##### Healthcare Experience Feedback from the Healthcare sector highlights Bharmal & Associates, Inc.'s strong expertise in accounting and taxation, significantly benefiting clients by optimizing financial performance. Clients appreciate the firm's proactive communication and strategic advice, particularly in navigating complex tax regulations. The overall sentiment is positive, with users noting substantial financial improvements and a high level of professionalism. This provider is well-suited for healthcare businesses seeking reliable financial guidance to enhance their operational efficiency. - 1 review for healthcare industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting for Acrobatics Gym (5.0/5, Sep 14, 2020): An acrobatic and parkour studio employs Bharmal & Associates, Inc. for their accounting services. The team does their basic accounting, and then assists with their corporate taxes each year.  [Read Full Review](https://clutch.co/go-to-review/bharmal-associates/62980) #### 4.7 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/bharmal-associates?verified=true#reviews) - $10,000 to $49,000 (2 reviews) - $50,000 to $199,999 (1 reviews) #### Completed projects in 3 cities - Laguna Hills, California (1 projects) - Orange, California (1 projects) - Santa Ana, California (1 projects) [View Reviews](https://clutch.co/profile/bharmal-associates?verified=true#reviews) --- ### [ORBA](https://clutch.co/profile/orba) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 50 - 249 employees - Chicago, IL #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](http://www.orba.com/) #### Transparent Clients have expressed a strong appreciation for ORBA's transparency, noting that the firm provides clear communication and is proactive in addressing potential issues. One client highlighted that ORBA is 'much more transparent than other accounting companies' they have worked with, ensuring they are informed about changes and corrections. This transparency has fostered trust and confidence, allowing clients to focus on their business operations effectively. - Accounting Services for Web Design Firm (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/orba/56736) #### 1 review mentions Tax Preparation 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. - 1 of 1 Tax Preparation reviews is 5 stars - Less than $10,000 avg. project cost [Read Most Recent Review](https://clutch.co/profile/orba#review-56736) #### 2 reviews mention Accounting Accounting Services for Web Design Firm 5.0/5 — 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. - 2 of 2 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/orba/56736) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/orba?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Accountants in Miami](https://clutch.co/profile/accountants-miami) #### 5 out of 5 star rating (1 reviews) - $10,000+ minimum project size - $200 - $300 average hourly rate - 2 - 9 employees - Miami, FL #### Services Provided - Allocation of Expertise by Percentage - 76% Accounting - 24% Finance & Accounting Outsourcing (FAO) #### Company description 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. [Visit Website](https://www.accountantsinmiami.com) #### Well-organized projects Clients have consistently praised Accountants in Miami for their well-organized project management. One client noted their responsiveness and effective communication, stating, "They’ve been very communicative and organized for us over the years." Regular monthly meetings to review financial needs further exemplify their structured approach. Overall, the sentiment reflects a high level of satisfaction with their organizational capabilities, as clients feel supported and well-informed throughout their engagements. #### 1 review mentions Accounting Annual Audit & Tax Guidance for Healthcare Company 5.0/5 — Accountants in Miami performs an annual audit for a healthcare company. They also help with financial and tax guidance. - 1 of 1 Accounting reviews are 5 stars - $200,000 – $999,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/accountants-miami/54253) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/accountants-miami?verified=true#reviews) ##### Healthcare Experience Accountants in Miami demonstrates significant expertise in the Healthcare industry, particularly in audit and financial guidance for medical professionals. Clients commend their strong communication and responsiveness, highlighting a deep, ongoing partnership since 2012. The firm's ability to maintain organized and regular interactions has been pivotal, ensuring that healthcare providers meet their financial needs effectively. Overall, the sentiment is highly positive, indicating that they are a reliable choice for healthcare businesses seeking financial support. - 1 review for healthcare industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Annual Audit & Tax Guidance for Healthcare Company (5.0/5, Feb 2, 2021): Accountants in Miami performs an annual audit for a healthcare company. They also help with financial and tax guidance. [Read Full Review](https://clutch.co/go-to-review/accountants-miami/54253) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/accountants-miami?verified=true#reviews) - $200,000 to $999,999 (1 reviews) --- ### [Wasserman Accounting CPA](https://clutch.co/profile/wasserman-accounting-cpa) #### 5 out of 5 star rating (2 reviews) - 2 - 9 employees - Hainesport, NJ #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Wasserman Accounting CPA is a professional accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and business auditing. The reviews indicate a strong focus on reliability, compliance, and clear communication, with 100% of reviewers noting their impressive project management and responsiveness. Clients appreciate their proactive approach to financial statement preparation and tax planning. [Visit Website](https://www.wassermanaccounting.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Timely Clients express high satisfaction with Wasserman Accounting CPA's timeliness, noting that all statutory filings were submitted on time and payroll was processed correctly each month. One client highlighted their steady project management, stating that core items were generally delivered on time with clear communication and timely updates. Overall, the sentiment reflects reliability and consistency in meeting deadlines, contributing to a smooth operational experience. - Accounting Services for Digital Marketing Agency (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/wasserman-accounting-cpa/422849) #### Reviewed 1 time in the past 6 months In recent reviews, clients have praised Wasserman Accounting CPA for their reliable and organized approach to accounting services, noting timely submissions of statutory filings and accurate financial records. One client highlighted the firm's steady project management and effective communication, emphasizing their impressive consistency in handling essential tasks. Overall, the sentiment is highly positive, with clients appreciating the value provided without any identified areas for improvement. - 1 of 1 reviews is 5 stars - 1 new review for Accounting services - $10,000 – $49,000 avg. project cost [Read 1 Recent Review](https://clutch.co/profile/wasserman-accounting-cpa?sort_by=date_desc&verified=true#reviews) #### 1 review mentions Tax Preparation Tax Preparation Experience Wasserman Accounting has received overwhelmingly positive feedback for their Tax Preparation services, with 100% of reviews highlighting their expertise in delivering clean financial statements, proactive tax planning, and clear cash flow visibility. Clients commend their effective communication and project management, noting that they provide actionable insights rather than mere compliance. The firm is recognized for its commitment to timely tax handling and clear reporting, ensuring that clients feel supported and informed throughout the process. - 1 of 1 Tax Preparation reviews is 5 stars - 1 new review for Tax Preparation in past 6 months - Unknown avg. project cost [Read Most Recent Review](https://clutch.co/profile/wasserman-accounting-cpa#review-422649) #### 2 reviews mention Accounting Accounting Services for Digital Marketing Agency 5.0/5 — Wasserman Accounting CPA provides ongoing financial support for a digital marketing agency. The tasks include managing payroll, preparing statutory filings, maintaining financial records, and handling VAT. - 2 of 2 Accounting reviews are 5 stars - 2 new reviews for Accounting in past 6 months - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/wasserman-accounting-cpa/422849) --- ### [LEAF Specialty Tax Consultants](https://clutch.co/profile/leaf-specialty-tax-consultants) #### 5 out of 5 star rating (4 reviews) - $10,000+ minimum project size - 10 - 49 employees - Salt Lake City, UT #### Services Provided - Allocation of Expertise by Percentage - 70% Accounting - 30% Business Consulting #### Company description 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. [Visit Website](https://leaftaxconsultants.com/) #### 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 (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/leaf-specialty-tax-consultants/80226) - R&D Tax Consulting for SEM Company (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/leaf-specialty-tax-consultants/80226) - R&D Tax Consulting for SEM Company (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/leaf-specialty-tax-consultants/80226) #### Experience in 3 industries LEAF Specialty Tax Consultants has demonstrated expertise across multiple industries, including medical, financial services, and advertising & marketing. Clients have praised their ability to maximize tax credits and provide thorough documentation, particularly in R&D tax consulting. Overall sentiment is positive, highlighting their strong project management, responsiveness, and depth of knowledge. Companies in biotech, tax advisory, and SEM sectors may find LEAF particularly beneficial for navigating tax credits and compliance. [Read All Reviews](https://clutch.co/profile/leaf-specialty-tax-consultants?verified=true#reviews) ##### Medical Experience LEAF Specialty Tax Consultants has demonstrated strong expertise in the Medical industry, particularly in tax credit services for biotech companies. Clients have noted their effective project management, timely delivery, and responsiveness, which contributed to maximizing employee retention credits. Overall, feedback highlights LEAF's commitment to exceeding client expectations, making them a suitable partner for businesses seeking specialized tax consultation within the Medical sector. - 1 review for medical industry - 1 review is 5 stars - Unknown avg. project cost - Business Consulting Services for BioTech Company (5.0/5, Sep 1, 2023): LEAF Specialty Tax Consultants provides business consulting services for a biotech company. The team is responsible for researching and filing employee retention credits. [Read Full Review](https://clutch.co/go-to-review/leaf-specialty-tax-consultants/229708) ##### Financial services Experience LEAF Specialty Tax Consultants demonstrates significant expertise in the Financial services industry, particularly in tax advisory and compliance. Clients commend their in-depth knowledge, timely delivery, and commitment to client service. The provision of detailed credit analysis, specifically for R&D and ERTC, has consistently resulted in successful outcomes, including IRS audit readiness. Overall sentiment reflects high satisfaction, indicating that LEAF is a strong candidate for businesses seeking reliable tax consultancy. - 1 review for financial services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Tax Consulting Firm (5.0/5, May 26, 2023): LEAF Specialty Tax Consultants provided tax credit advisory for a a tax consulting firm. The team conducted a detailed credit analysis of R&D and employee retention tax credit (ERTC) for the client.  [Read Full Review](https://clutch.co/go-to-review/leaf-specialty-tax-consultants/204484) ##### Advertising & marketing Experience LEAF Specialty Tax Consultants has received positive feedback from clients in the Advertising & marketing industry, particularly for their expertise in R&D tax credits. Clients commend their in-depth knowledge, seamless communication, and substantial tax savings achieved through their services. Their tailored approach and ability to educate clients about applicable credits distinguish them as a valuable partner. Overall, clients express high satisfaction with LEAF's performance, recommending them for businesses seeking specialized tax consulting. - 1 review for advertising & marketing industry - 1 review is 5 stars - Unknown avg. project cost - R&D Tax Consulting for SEM Company (5.0/5, Oct 6, 2020): LEAF Specialty Tax Consultants provides R&D tax consulting services for an SEM company. They specialize and handle all of the partner's R&D tax consulting, preparation, and study. [Read Full Review](https://clutch.co/go-to-review/leaf-specialty-tax-consultants/80226) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/leaf-specialty-tax-consultants?verified=true#reviews) - $10,000 to $49,000 (1 reviews) #### Completed projects in 3 cities - Las Vegas, Nevada (1 projects) - West Jordan, Utah (1 projects) - Lady Lake, Florida (1 projects) [View Reviews](https://clutch.co/profile/leaf-specialty-tax-consultants?verified=true#reviews) --- ### [Profit Matters Bookkeeping](https://clutch.co/profile/profit-matters-bookkeeping) #### 5 out of 5 star rating (2 reviews) - $50 - $99 average hourly rate - 2 - 9 employees - Grapevine, TX #### Services Provided - Allocation of Expertise by Percentage - 87% Accounting - 10% Finance & Accounting Outsourcing (FAO) - 3% Business Consulting #### Company description 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. [Visit Website](https://www.profitmatters.co/?utm_source=clutch.co&utm_medium=referral) #### Easy to work with Clients have consistently noted that Profit Matters Bookkeeping is quick and easy to work with, highlighting effective communication and innovative approaches. For instance, a client mentioned, "Our communication has been fantastic" and praised the team for their responsiveness. Overall, the sentiment regarding their ease of collaboration is overwhelmingly positive, with only minor suggestions for improvement during the onboarding process. - Bookkeeping & Data Analysis for Outdoor Design Company (5.0/5, Nov 4, 2018): They are innovative and technology-centered. They are quick and easy to work with. [Read Full Review](https://clutch.co/go-to-review/profit-matters-bookkeeping/142792) #### 2 reviews mention Accounting Bookkeeping & CFO Services for Software Development Company 5.0/5 — 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 practices. - 2 of 2 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/profit-matters-bookkeeping/25094) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/profit-matters-bookkeeping?verified=true#reviews) ##### IT Services Experience Profit Matters Bookkeeping has demonstrated strong expertise and impact in the IT Services industry, particularly through their adept use of technology and automation in bookkeeping. Clients appreciate the responsiveness and personalized attention from the team, which significantly enhances decision-making processes. Their integration of machine learning and AI tools has led to improved financial insights and cost-saving strategies. Overall, feedback reflects a high level of satisfaction, making them a compelling choice for businesses seeking efficient and modern bookkeeping solutions. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Bookkeeping & CFO Services for Software Development Company (5.0/5, Nov 15, 2018): 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 practices. [Read Full Review](https://clutch.co/go-to-review/profit-matters-bookkeeping/25094) ##### Construction Experience Profit Matters Bookkeeping has received positive feedback from clients in the Construction industry, particularly for their expertise in bookkeeping and data analysis. One client noted the company's innovative and technology-centered approach, praising their effective communication and the ability to streamline financial processes. Overall, clients appreciate the impact of their services on cost savings and operational efficiency. Their focus on understanding client needs makes them a suitable choice for businesses in the Construction sector. - 1 review for construction industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping & Data Analysis for Outdoor Design Company (5.0/5, Nov 4, 2018): Profit First streamlines bookkeeping processes and analyzes financial data. [Read Full Review](https://clutch.co/go-to-review/profit-matters-bookkeeping/142792) #### 4.8 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/profit-matters-bookkeeping?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [SFBay Financial](https://clutch.co/profile/sfbay-financial) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://www.sfbayfinancial.com/) #### Reasonable pricing Clients of SFBay Financial have expressed positive sentiment regarding their reasonable pricing. One LLC owner highlighted that the firm provided services tailored to fit their budget, stating, 'They have done everything I need at a price that works for my small business.' This indicates a strong alignment between service quality and cost-effectiveness, contributing to overall client satisfaction. - Accounting Services for Non-Profit Organization (5.0/5, 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 work for my small business. [Read Full Review](https://clutch.co/go-to-review/sfbay-financial/98684) #### 2 reviews mention Accounting Accounting Services for Non-Profit Organization 5.0/5 — 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.  - 2 of 2 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/sfbay-financial/98684) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/sfbay-financial?verified=true#reviews) ##### Nonprofit Experience SFBay Financial has received positive feedback from nonprofit clients for their expertise in accounting services, notably in navigating complex financial processes like PPP loans and payroll tax credits. Clients commend the company's responsiveness and the exceptional support from their staff, particularly in providing tailored solutions that align with budgetary needs. Overall, their strengths lie in delivering efficient, reliable service and fostering strong communication, making them a valuable partner for nonprofits seeking comprehensive financial management. - 1 review for nonprofit industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Non-Profit Organization (5.0/5, Aug 3, 2021): 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 Full Review](https://clutch.co/go-to-review/sfbay-financial/98684) ##### Business services Experience SFBay Financial has received positive feedback for their expertise in accounting services, particularly in bookkeeping and tax preparation. Clients appreciate their proactive communication and ability to handle complex tax situations, providing tailored advice as needed. The sentiment is overwhelmingly positive, with clients noting satisfaction and the absence of tax issues as indicators of their effective management. Their strong support and reliable service make them a compelling choice for businesses seeking professional accounting solutions. - 1 review for business services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & Tax Services for Video Company (5.0/5, Mar 17, 2020): SFBay Financial provides accounting services including bookkeeping, tax preparation, and financial consulting. [Read Full Review](https://clutch.co/go-to-review/sfbay-financial/37895) #### Completed projects in 2 countries - Canada (1 projects) - United States (1 projects) [View Reviews](https://clutch.co/profile/sfbay-financial?verified=true#reviews) --- ### [Outsourcing Business Solutions](https://clutch.co/profile/outsourcing-business-solutions) #### 5 out of 5 star rating (5 reviews) - $1,000+ minimum project size - < $25 average hourly rate - 50 - 249 employees - Philadelphia, PA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 25% Back Office Outsourcing - 25% Call Center Services #### Company description 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. [Visit Website](https://www.outsourcingbusinesssolutions.com/) #### 3 reviews mention Accounting Accounting Services for Law Firm 5.0/5 — 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. - 3 of 3 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/outsourcing-business-solutions/201287) #### Experience in 4 industries Outsourcing Business Solutions has received positive feedback across several industries, including Financial Services, Legal, and Business Services. Clients commend their expertise in accounting and bookkeeping, with notable strengths in efficiency, communication, and adaptability. In Financial Services, they facilitated QuickBooks management, while in Legal, they provided backend bookkeeping. Their impact is evident in improved financial processes and higher profit margins in Business Services. Overall, companies seeking reliable accounting support in these sectors are likely to find a good match with Outsourcing Business Solutions. [Read All Reviews](https://clutch.co/profile/outsourcing-business-solutions?verified=true#reviews) ##### Financial services Experience Outsourcing Business Solutions has demonstrated significant expertise in the Financial services industry, particularly in accounting and tax services. Clients highlight their responsiveness and ability to tackle complex tasks, such as QuickBooks Online integration and extensive data management for new clients. Their willingness to adapt and take on additional workloads, alongside timely project delivery, has led to measurable success in client engagements, making them a strong candidate for businesses seeking reliable outsourcing solutions. - 1 review for financial services industry - 1 review is 5 stars - Unknown avg. project cost - Bookkeeping Services for CPA Firm (5.0/5, Jan 26, 2024): Outsourcing Business Solutions provided bookkeeping services to a CPA firm. They categorized and reconciled 27 accounts of end clients, cleaned up books for six new end clients, and journaled payroll entries. [Read Full Review](https://clutch.co/go-to-review/outsourcing-business-solutions/264529) ##### Other Industry Experience Outsourcing Business Solutions has garnered positive feedback in the Other Industry sector, particularly for their expertise in providing efficient accounts receivable and bookkeeping services. Clients appreciate their structured approach, timely project delivery, and deep understanding of industry processes. The long-term relationship with clients reflects their strong impact and reliability. Overall, they are seen as a dedicated partner capable of enhancing operational efficiency, making them a suitable choice for businesses in need of outsourcing solutions. - 1 review for other industry industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Staff Aug & Accounting Services for Accounts Receivable Co (5.0/5, May 24, 2023): Outsourcing Business Solutions has augmented the staff of an accounts receivable company. The team provides backend accounts receivable and bookkeeping services using NetSuite. [Read Full Review](https://clutch.co/go-to-review/outsourcing-business-solutions/204003) ##### IT Services Experience Outsourcing Business Solutions has received positive feedback for their expertise in managing accounting processes, emphasizing their attention to detail and timely project delivery. Clients appreciate their effective communication and the use of advanced technology, which enhances operational efficiency. Overall, their ability to provide accurate financial insights and cost savings, coupled with a professional approach, positions them as a reliable partner in the IT Services industry. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Digital Marketing Company (5.0/5, Mar 7, 2023): A digital marketing company has hired Outsourcing Business Solutions to manage their accounting processes. Their tasks include recording and maintaining transactions, bank reconciliation, and tax filings. [Read Full Review](https://clutch.co/go-to-review/outsourcing-business-solutions/185227) ##### Business services Experience Outsourcing Business Solutions has received positive feedback for their expertise in providing back-office support services, significantly improving clients' operational efficiency and profitability. Clients report enhanced profit margins and effective communication, with dedicated and trained teams ensuring seamless service. The company's gradual approach to scaling resources has been appreciated, although some clients suggest initial full team assignments could expedite results. Overall, Outsourcing Business Solutions is viewed as a reliable partner capable of delivering impactful business services. - 1 review for business services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Back-Office Support for Accounts Payable Services Company (5.0/5, May 17, 2023): Outsourcing Business Solutions augments the staff of an accounts payable services company. They've provided seven teammates, — and additional backup teammates — who provide ongoing back-office support. [Read Full Review](https://clutch.co/go-to-review/outsourcing-business-solutions/202367) ##### Legal Experience Outsourcing Business Solutions has received positive feedback from legal industry clients, particularly for their expertise in accounting services and bookkeeping. Notable strengths include effective communication, transparency in project management, and a commitment to delivering value. Clients highlight their collaborative approach and reliability, establishing long-term partnerships. Overall sentiment indicates high satisfaction, making them a strong candidate for law firms seeking dependable outsourcing solutions. - 1 review for legal industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Law Firm (5.0/5, May 12, 2023): 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 Full Review](https://clutch.co/go-to-review/outsourcing-business-solutions/201287) #### 4.9 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/outsourcing-business-solutions?verified=true#reviews) - Less than $10,000 (2 reviews) - $10,000 to $49,000 (1 reviews) #### Completed projects in 2 countries - India (3 projects) - United States (2 projects) [View Reviews](https://clutch.co/profile/outsourcing-business-solutions?verified=true#reviews) --- ### [Nathan Accounting Group](https://clutch.co/profile/nathan-accounting-group) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - 10 - 49 employees - Avon, CT #### Services Provided - Allocation of Expertise by Percentage - 60% Accounting - 40% Finance & Accounting Outsourcing (FAO) #### Company description 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. [Visit Website](http://nagcpa.com) #### Timely Clients express high satisfaction with Nathan Accounting Group's timeliness in service delivery. One client noted that taxes are always filed on time and that all inquiries are promptly addressed, highlighting the firm's commitment to meeting deadlines with effective communication. Overall, feedback indicates a strong reliability in their timely execution of tasks, contributing to a positive long-term relationship. - Accounting Services for Managed IT Services Company (5.0/5, Aug 23, 2021): Taxes are always filed on-time, questions are always answered. They get done what they need to get done, by the set deadline. It's always done with great communication and all questions are always well answered. [Read Full Review](https://clutch.co/go-to-review/nathan-accounting-group/113942) #### 2 reviews mention Accounting Accounting Services for Music & Education Nonprofit 5.0/5 — Nathan Accounting Group provides accounting services for a music and education nonprofit. This mainly involves filing the client’s tax forms. - 2 of 2 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/nathan-accounting-group/158066) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/nathan-accounting-group?verified=true#reviews) ##### Arts, entertainment & music Experience Nathan Accounting Group has demonstrated significant expertise and reliability within the Arts, entertainment & music sector, as evidenced by their long-term collaboration with a music and education nonprofit. Clients appreciate their clear communication, timely responsiveness, and meticulous attention to detail, often noting the absence of errors in their work. The firm’s professionalism and patience in addressing client inquiries further solidify its reputation as a strong candidate for businesses seeking dependable accounting services in the Arts, entertainment & music industry. - 1 review for arts, entertainment & music industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Music & Education Nonprofit (5.0/5, Sep 13, 2022): Nathan Accounting Group provides accounting services for a music and education nonprofit. This mainly involves filing the client’s tax forms. [Read Full Review](https://clutch.co/go-to-review/nathan-accounting-group/158066) ##### IT Services Experience Nathan Accounting Group demonstrates strong expertise in the IT services industry, particularly in managing accounting needs for tech companies. Clients commend the team's responsiveness, effective communication, and comprehensive knowledge. Their commitment to timely tax filing and proactive support underscores their reliability as a partner. Overall, the positive sentiment from clients suggests that Nathan Accounting Group is well-equipped to meet the demands of businesses in the IT sector, making them a suitable choice for potential clients. - 1 review for it services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Managed IT Services Company (5.0/5, Aug 23, 2021): A managed IT services company partnered with Nathan Accounting Group to provide accounting services. The team is tasked with managing the client's interests. [Read Full Review](https://clutch.co/go-to-review/nathan-accounting-group/113942) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/nathan-accounting-group?verified=true#reviews) - Less than $10,000 (2 reviews) --- ### [H.D. Roseth & Associates](https://clutch.co/profile/hd-roseth-associates) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Riverwoods, IL #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](http://www.hdrcpa.com) #### Detail-oriented Clients consistently highlight the detail-oriented approach of H.D. Roseth & Associates, particularly noting their thoroughness and organization. One client emphasized their ability to streamline processes, saving significant time and money, while another praised their responsiveness and strategic planning. Hal's comprehensive explanations and personal attention make clients feel valued and understood. Overall, the sentiment reflects strong satisfaction with their meticulous attention to financial details and commitment to client success. #### 1 review mentions Accounting Accounting, Consulting & Payroll for PR Firm 5.0/5 — 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 questions. - 1 of 1 Accounting reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/hd-roseth-associates/93884) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/hd-roseth-associates?verified=true#reviews) ##### Other Industry Experience H.D. Roseth & Associates demonstrates significant expertise in the Other Industry sector, particularly in financial advising and tax strategy. Clients commend Hal for his personalized service, thoroughness, and ability to streamline processes, leading to substantial cost savings. His 20 years of experience, coupled with a focus on client relations, ensures that businesses feel valued and supported. Overall, the firm is highly regarded as a strategic partner, making them a strong fit for businesses in need of financial consultation. - 1 review for other industry industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting, Consulting & Payroll for PR Firm (5.0/5, May 21, 2020): 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 questions. [Read Full Review](https://clutch.co/go-to-review/hd-roseth-associates/93884) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/hd-roseth-associates?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [Cloud Accountant Staffing](https://clutch.co/profile/cloud-accountant-staffing) #### 4.9 out of 5 star rating (15 reviews) - 250 - 999 employees - Indianapolis, IN #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 20% Back Office Outsourcing - 40% Finance & Accounting Outsourcing (FAO) - 15% Recruitment Process Outsourcing - 15% Staffing #### Company description Cloud Accountant Staffing is an accounting services company specializing in bookkeeping, tax preparation, and financial reporting. Consistently praised for their excellent communication and cultural alignment, they have provided valuable staffing solutions, with 100% of reviews noting a great cultural fit and 83% highlighting prompt and efficient project management. Their ability to deliver timely results and skilled personnel has been widely recognized. [Visit Website](https://www.cloudaccountantstaffing.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Reliable Clients express a strong sentiment of reliability towards Cloud Accountant Staffing, highlighting their dependable communication and timely delivery of services. One client commended their "reliable screening process" that aligns with company values, while another noted their consistent ability to fill positions within 1-2 weeks, emphasizing that they have never experienced delays beyond a month. Overall, the feedback reflects a high level of trust in the company's capacity to meet staffing needs effectively. - Recruitment Process & Staffing for Accounting Firm (5.0/5, Jan 23, 2025): CAS is very reliable in their communication; considering the nature of staffing, I don't put deadlines on this work, but when a position needs to be filled, we can typically start interviewing within 1-2 weeks of a request being submitted. Most candidates have a reasonable start time, and I've never had to wait longer than a month between offering a candidate a role and their start date. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/345545) - Staffing Services for CPA Firm (5.0/5, Jan 31, 2025): Requested accountants were staffed in 2 weeks to 4 months depending on level requested - staff(2 weeks) or manager(4 months). They are very good with communication and keep their promises. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/348071) - Staffing Services for Accounting Company (4.0/5, Feb 14, 2025): Yes, they deliver what's been promised. Thry have a reliable screening process that not just ensures a match of what we needed to get the job done but also of what our values are in the company. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/352403) #### 2 reviews mention Tax Preparation 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. - 2 of 2 Tax Preparation reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Most Recent Review](https://clutch.co/profile/cloud-accountant-staffing#review-351331) #### Experience in 3 industries Cloud Accountant Staffing has received positive feedback primarily from clients in the financial services sector, where they excel in sourcing qualified accounting and bookkeeping professionals. Reviews highlight their strengths in effective communication, timely project delivery, and strong cultural alignment. Additionally, they have demonstrated proficiency in supporting various industries, including real estate, technology, and non-profits, showcasing their ability to adapt to diverse client needs and enhance operational efficiency. [Read All Reviews](https://clutch.co/profile/cloud-accountant-staffing?verified=true#reviews) ##### Financial services Experience Cloud Accountant Staffing has garnered positive feedback from clients in the financial services sector, highlighting their expertise in providing quality staffing solutions and personalized support. Clients noted the company's ability to deliver timely and responsive services, effectively matching candidates to organizational needs. Furthermore, their commitment to clear communication and alignment with client values has led to successful engagements, allowing firms to scale operations efficiently. Overall, their strong focus on customer service and quality candidate sourcing positions them as a reliable partner for businesses in the financial services industry. - 13 reviews for financial services industry - 12 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Recruitment Services for Accounting Services Company (5.0/5, Jan 22, 2025): Cloud Accountant Staffing provides recruiting services for an accounting services company. The team provides candidates for the client to interview and hire, supporting the hiring and onboarding process. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/345270) - Remote Bookkeeping & Admin Staff for Tax & Accounting Co (5.0/5, Jan 22, 2025): Cloud Accountant Staffing provides remote bookkeeping and administrative staff for a tax and accounting firm. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/345287) - Recruitment Services for Accounting & Back Office Company (5.0/5, Jan 23, 2025): Cloud Accountant Staffing provides recruitment services for an accounting and back office services company. The team pre-screens candidates for work experience and client fit, managing international compliance. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/345399) - Recruitment Process & Staffing for Accounting Firm (5.0/5, Jan 23, 2025): Cloud Accountant Staffing provides recruitment, evaluation, and staffing support for an accounting firm. The team is responsible for hiring junior and mid-level positions, including bookkeepers and accountants. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/345545) - Accounting for Financial Services Company (5.0/5, Jan 23, 2025): 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 Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/345557) - Accounting & Tax Preparation Support for Tax Advisory Co (5.0/5, Jan 23, 2025): Cloud Accountant Staffing provides accounting services for a tax advisory firm. The team prepares 1040, 1120s, and 1065 tax returns during the tax season and provides recurring bookkeeping and tax advisory. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/345671) - Bookkeeping & Reconciliation Services for CPA Firm (5.0/5, Jan 23, 2025): Cloud Accountant Staffing provides monthly bookkeeping and reconciliation services to ease the workload of a CPA firm. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/345675) - Recruitment Services for CPA Firm (5.0/5, Jan 23, 2025): Cloud Accountant Staffing provides ongoing recruitment services for a CPA firm. The team is tasked with finding and hiring accounting professionals based in the Philippines. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/345686) - Accounting & Staffing for Tax & Wealth Consultancy (5.0/5, Jan 24, 2025): Cloud Accountant Staffing provided outsourced talent to a tax and wealth consultancy. The team was responsible for offering tax, accounting, and bookkeeping talent options and setting up interviews. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/345960) - Accounting for Accounting & Tax Firm (5.0/5, Feb 11, 2025): Cloud Accountant Staffing provides accounting assistance for an accounting and tax firm. The team is responsible for preparing the client's tax returns. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/351331) - Staffing Services for Accounting Company (4.0/5, Feb 14, 2025): Cloud Accountant Staffing provides staffing services for an accounting firm. The team assists in searching for skilled accountants and bookkeepers to fit the client's staffing needs. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/352403) - Recruiting Services for Public Accounting Firm (5.0/5, May 27, 2025): Cloud Accountant Staffing has sourced, vetted, and hired staff for a public accounting firm. The team has identified the client's needs and works to provide qualified candidates. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/377639) - Recruitment Process Outsourcing for Financial Services Co (5.0/5, Jul 15, 2025): Cloud Accountant Staffing provided recruitment services for a financial services company. The team helped the client find and hire a bookkeeper and tax preparer. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/390254) ##### Other industries Experience Cloud Accountant Staffing has received positive feedback from clients in the Other industries sector, highlighting their expertise in staffing and recruitment. Clients appreciate their responsiveness, effective communication, and smooth onboarding processes. The company's alignment with client values and culture has fostered successful partnerships, resulting in the successful hiring of team members. Overall, their strengths in alleviating recruiting efforts and providing qualified candidates make them a suitable choice for businesses seeking staffing solutions in the Other industries. - 1 review for other industries industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Recruiting & Staffing for Accounting Services Company (5.0/5, Feb 25, 2025): Cloud Accountant Staffing provides recruiting and staffing services for an accounting services company. The team is responsible for searching for and screening candidates for the client. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/355274) ##### Business services Experience Cloud Accountant Staffing demonstrates strong expertise in the Business services industry, particularly in recruiting and staffing accountants for small to medium-sized firms. Clients appreciate their effective communication, timely delivery, and alignment with company values. Positive outcomes include successful placements within short timeframes, showcasing their impact on enhancing operational efficiency. Overall, their commitment to client satisfaction makes them a reliable choice for businesses seeking staffing solutions in accounting. - 1 review for business services industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Staffing Services for CPA Firm (5.0/5, Jan 31, 2025): Cloud Accountant Staffing provided recruiting and staffing services for a CPA firm. The team was responsible for finding and hiring accountants for the client. [Read Full Review](https://clutch.co/go-to-review/cloud-accountant-staffing/348071) #### Completed projects in 14 cities - Melbourne, Florida (1 projects) - Austin, Texas (1 projects) - San Antonio, Texas (1 projects) - Indianapolis, Indiana (1 projects) - Fort Wayne, Indiana (1 projects) - Kalamazoo, Michigan (1 projects) - New York City, New York (1 projects) - Syracuse, New York (1 projects) - Tustin, California (1 projects) - Farmington, Utah (1 projects) - Tempe, Arizona (1 projects) - Seattle, Washington (2 projects) - Spokane Valley, Washington (1 projects) - Reading, Pennsylvania (1 projects) [View Reviews](https://clutch.co/profile/cloud-accountant-staffing?verified=true#reviews) --- ### [Prime Accounting Solutions](https://clutch.co/profile/prime-accounting-solutions) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Culver City, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](http://www.primeaccsolutions.com) #### Efficient Clients have consistently praised Prime Accounting Solutions for their efficiency, particularly highlighting Andrew's quick response times and attentiveness to inquiries. One client noted, 'Andrew is quite efficient. I can email and get a response shortly after.' Additionally, his proactive approach in managing tax preparations and navigating financial challenges during COVID-19 further underscores the company's commitment to effective service delivery. #### 1 review mentions Accounting Tax Accounting, Bookkeeping, & Advisory for Automotive Co. 5.0/5 — 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 taxes.  - 1 of 1 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/prime-accounting-solutions/40821) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/prime-accounting-solutions?verified=true#reviews) ##### Automotive Experience Prime Accounting Solutions has received positive feedback from clients in the automotive industry, particularly for their personalized service and expertise. One client praised Andrew's efficiency and his proactive approach during challenging times, such as COVID-19, where he navigated grant and loan programs successfully. The company's long-term relationship with clients highlights their reliability and ability to address specific accounting needs effectively, making them a strong candidate for businesses seeking dedicated support in the automotive sector. - 1 review for automotive industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Tax Accounting, Bookkeeping, & Advisory for Automotive Co. (5.0/5, Jan 20, 2021): 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 taxes.  [Read Full Review](https://clutch.co/go-to-review/prime-accounting-solutions/40821) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/prime-accounting-solutions?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Chasse & Company](https://clutch.co/profile/chasse-company) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Auburn, ME #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Business Consulting #### Company description 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. [Visit Website](https://mainecpa.com) #### Trustworthy Clients consistently express a high level of trust in Chasse & Company, noting their proactive approach and commitment to understanding overall business needs. One client highlighted their ability to provide key tax insights and operational support, reducing stress during tax season. Additionally, feedback emphasizes their unique model of regular engagement, contrasting with traditional firms. A client advised potential customers to approach the partnership with trust, reinforcing the sentiment that Chasse & Company is a dependable partner. #### 1 review mentions Accounting Financial Accounting & Consulting for Branding Firm 5.0/5 — 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 revenue. - 1 of 1 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/chasse-company/47314) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/chasse-company?verified=true#reviews) ##### Advertising & marketing Experience Chasse & Company has received positive feedback from clients in the Advertising & Marketing industry, highlighting their proactive approach and comprehensive understanding of business needs. Clients appreciate their regular communication and operational insights, which alleviate stress during tax seasons. The firm's unique business model and commitment to client partnerships foster trust and facilitate growth. Potential clients can expect dedicated support and a focus on strategic business development, making them a valuable ally in navigating complex financial landscapes. - 1 review for advertising & marketing industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Financial Accounting & Consulting for Branding Firm (5.0/5, Sep 17, 2019): 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 revenue. [Read Full Review](https://clutch.co/go-to-review/chasse-company/47314) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/chasse-company?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Sensiba LLP](https://clutch.co/profile/sensiba-llp) #### 5 out of 5 star rating (10 reviews) - 250 - 999 employees - San Ramon, CA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 10% Compliance Consulting - 15% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 10% Financial Consulting - 20% Cybersecurity - 10% Business Consulting #### Company description 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. [Visit Website](https://sensiba.com/?utm_source=google&utm_medium=organic&utm_campaign=clutch.co) #### 1 review mentions Accounting Auditing Services for Property Assessment Co 5.0/5 — 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. - 1 of 1 Accounting reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/385128) #### Experience in 5 industries Sensiba LLP has demonstrated extensive expertise in various sectors, including Information Technology, Financial Services, and Telecommunications. Feedback highlights their strengths in managing compliance audits for SOC 1, SOC 2, and ISO 27001, showcasing professionalism and effective communication. Clients consistently noted their thoroughness, timely deliveries, and the ability to align with company values. Overall sentiment is positive across industries, indicating Sensiba LLP's strong capability as a partner for compliance and security projects. [Read All Reviews](https://clutch.co/profile/sensiba-llp?verified=true#reviews) ##### Consulting Experience Sensiba LLP has garnered positive feedback in the Consulting industry, particularly for its expertise in IT auditing, including ISO 27001 and SOC 2 audits. Clients commend their professionalism, timely project management, and effective communication, which led to successful audit outcomes and enhanced security. Their strong service quality positions them as a reliable partner for businesses seeking comprehensive consulting support. - 1 review for consulting industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity & IT Consulting for IT Auditing Company (5.0/5, Jul 9, 2025): Sensiba LLP provided ISO 27001 and SOC 2 audit services for an IT auditing company. The team delivered certification reports. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/388756) ##### Other Industry Experience Sensiba LLP has demonstrated exceptional expertise in the Other Industry, specifically in property assessment, by successfully delivering SOC2 and ISO27001 audits. Clients commend their outstanding professionalism, deep knowledge, and thorough approach, which led to seamless certification processes. Their commitment to meeting client needs and providing insightful guidance reinforces their strong reputation. Overall, Sensiba LLP is well-regarded in the Other Industry, making them a suitable choice for businesses seeking reliable auditing and compliance services. - 1 review for other industry industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Auditing Services for Property Assessment Co (5.0/5, Jun 25, 2025): 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 Full Review](https://clutch.co/go-to-review/sensiba-llp/385128) ##### Human Resources Experience Sensiba LLP has received positive feedback in the Human Resources sector, particularly for their expertise in completing SOC 1 and SOC 2 Type 2 certifications. Clients have highlighted their reliable project management, professional communication, and alignment of company values as key strengths. The overall sentiment is highly favorable, indicating that Sensiba LLP's commitment to quality and client satisfaction makes them a suitable partner for projects in the Human Resources industry. - 1 review for human resources industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Compliance Consulting for Payroll Software Company (5.0/5, Jun 25, 2025): Sensiba LLP provided compliance consulting services for a payroll software company. The team conducted SOC 2 Type 2 and SOC 1 Type 2 audits and created reports. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/384956) ##### IT Services Experience Sensiba LLP has garnered positive feedback for its expertise in IT services, particularly in facilitating SOC 2 Type II and GDPR audits. Clients commend their responsiveness and effective communication despite geographical challenges. The team's professionalism and knowledge across various domains are highlighted as key strengths, contributing to timely project delivery and successful certification outcomes. Overall, Sensiba LLP is positioned as a reliable partner for organizations seeking compliance and security solutions in the IT services sector. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity for AI Platform Service Provider (5.0/5, Jun 25, 2025): Sensiba LLP provided cybersecurity services for an AI platform service provider. The team conducted an audit to help the client obtain SOC 2 Type II certification and undergo a GDPR readiness audit. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/384914) ##### Information technology Experience Sensiba LLP has received positive feedback from clients in the Information Technology sector, particularly for their expertise in achieving HIPAA and SOC2 compliance. Clients appreciate their responsive communication and collaborative approach, which fosters a strong partnership. The successful issuance of compliance reports underscores their effectiveness, making them a reliable choice for businesses seeking compliance solutions in the IT industry. - 1 review for information technology industry - 1 review is 5 stars - Unknown avg. project cost - Compliance Consulting for IT Company (5.0/5, Jun 18, 2025): Sensiba LLP worked with an IT company to help them achieve HIPAA and SOC2 compliance and certification for an end client. This involved auditing the end client's environment. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/383138) ##### Advertising & marketing Experience Sensiba LLP has received positive feedback for their expertise and effectiveness in the Advertising & marketing industry, demonstrating a strong cultural fit and providing excellent value for cost. Clients appreciate their extensive knowledge and commitment to understanding specific business nuances, which enhances project success. The firm's ability to deliver on time and respond to client needs effectively positions them as a strong candidate for potential clients seeking reliable partners in this sector. - 1 review for advertising & marketing industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity for Digital Solutions Company (5.0/5, May 30, 2025): Sensiba LLP provided cybersecurity services for a digital solutions company. Their work focused on conducting a SOC 2 audit and providing support. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/378307) ##### Telecommunications Experience Sensiba LLP demonstrates strong expertise in the Telecommunications industry, particularly in compliance and certification processes, as noted by clients such as Yakchat Ltd. The firm is praised for its high ratings, alignment of values, and proactive project management, ensuring timely delivery and effective communication. Their commitment to data security and operational integrity aligns well with industry demands, making them a suitable choice for companies seeking reliable compliance solutions in telecommunications. - 1 review for telecommunications industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity Compliance Consulting for Comms Platform (5.0/5, May 22, 2025): Sensiba LLP provides compliance consulting for a communication platform. The team has helped the client achieve SoC 2 Type 1 and Type 2 certifications, as well as a HIPAA compliance certification. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/376414) ##### Software Experience Sensiba LLP demonstrates strong expertise in software compliance, particularly in achieving SOC 2 compliance for clients. Clients appreciate their personal support, timely project management, and alignment with company values. The feedback highlights the firm's cultural fit, budget-friendly pricing, and effective communication, indicating a solid reputation in the software industry. Overall, Sensiba LLP's strengths suggest they could be a reliable partner for businesses seeking guidance in compliance and process management. - 1 review for software industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity Services for Business Playbook Software Co (5.0/5, Sep 19, 2025): Sensiba LLP provides cybersecurity services for a business playbook software company. The team is responsible for assisting the client in achieving SOC 2 Type 1 and Type 2 compliance. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/407407) ##### Financial services Experience Client reviews highlight Sensiba LLP's expertise in conducting SOC audits within the Financial services industry, showcasing their ability to deliver timely and effective solutions. Clients praised their strong communication skills, responsiveness, and thoroughness in guiding the audit processes. The positive outcomes, including successful SOC compliance reports, underscore their impact on enhancing security and operational efficiency for businesses. Overall, Sensiba LLP is positioned as a valuable partner for organizations seeking reliable audit services in the Financial sector. - 2 reviews for financial services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Compliance Consulting for Financial Services Platform (5.0/5, May 22, 2025): Sensiba LLP provided SOC 2 Type 1 audit services for a financial services platform. The team assisted the client in establishing appropriate controls and crafting the required system description. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/376494) - Cybersecurity for Cloud-Based Applications Co (4.5/5, Jun 25, 2025): Sensiba LLP conducted SOC 1 Type II and SOC 2 Type II audits for a cloud-based applications company. They provided guidance on gathering evidence, a portal to upload evidence, and auditors to review the evidence. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/385112) #### 4.8 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/sensiba-llp?verified=true#reviews) - Less than $10,000 (1 reviews) - $10,000 to $49,000 (1 reviews) - $50,000 to $199,999 (1 reviews) #### Very responsive Sensiba LLP is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [Personiv](https://clutch.co/profile/personiv) #### 5 out of 5 star rating (1 reviews) - 1,000 - 9,999 employees - Austin, TX #### Services Provided - Allocation of Expertise by Percentage - 35% Accounting - 20% Back Office Outsourcing - 35% Finance & Accounting Outsourcing (FAO) - 10% Fractional CFO Services #### Company description 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. [Visit Website](https://personiv.com) #### Great project management Clients have consistently praised Personiv for their exceptional project management capabilities. One client noted their ability to efficiently distribute tasks based on designer skill levels, ensuring timely completion of projects. They highlighted the effective communication via Slack and the proactive nature of the team in managing workload fluctuations. Overall, the sentiment is highly positive, with clients expressing confidence in Personiv's dependability and professionalism, often exceeding expectations in meeting project demands. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/personiv?verified=true#reviews) ##### Advertising & marketing Experience Personiv has established itself as a reliable partner in the Advertising & Marketing industry, particularly in billboard design. Clients commend their ability to handle significant workloads efficiently, with a team that matches the quality of local designers. Their project management skills are highlighted as exceptional, ensuring timely and accurate delivery. The professionalism and employee care displayed by Personiv contribute to their reliability, making them a strong candidate for businesses seeking dependable outsourcing solutions. - 1 review for advertising & marketing industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Design Services for Advertising Company (5.0/5, Aug 12, 2019): Personiv provides out-of-house artwork for an American billboard design company. Their artists supplement the work of an in-house team. [Read Full Review](https://clutch.co/go-to-review/personiv/146887) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/personiv?verified=true#reviews) - $200,000 to $999,999 (1 reviews) --- ### [Accountants on Air](https://clutch.co/profile/accountants-air) #### 4.8 out of 5 star rating (6 reviews) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Business Consulting #### Company description 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. [Visit Website](https://accountantsonair.com/) #### Trustworthy Clients perceive Accountants on Air as a trustworthy partner, highlighting their personalized approach and commitment to excellent service. One client noted, 'They have a personalized approach and are very trustworthy,' emphasizing their responsiveness and attention to detail. The overall sentiment is positive, with clients expressing comfort in their relationship and confidence in the team's reliability, further reinforced by the advice to 'be very honest and transparent' in communications. - Accounting Services for Online Fashion Retail Company (4.0/5, Dec 20, 2021): They have a personalized approach and are very trustworthy. We feel very comfortable with them; they give their full attention. Overall, they take responsibility for any issues and provide excellent service. [Read Full Review](https://clutch.co/go-to-review/accountants-air/95065) #### 4 reviews mention Accounting Streamline Bookkeeping & Tax Records for Healthcare Company 5.0/5 — Accountants on Air was hired to organize and streamline bookkeeping and tax records for a healthcare company. - 3 of 4 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/accountants-air/238133) #### Experience in 3 industries Accountants on Air has demonstrated solid expertise across the Healthcare, Retail, and Media industries. In Healthcare, clients appreciate their accuracy, timely communication, and the ability to streamline financial processes, resulting in improved profitability and client satisfaction. Retail clients commend their personalized service and efficiency, while Media clients value their comprehensive financial management. Overall, the sentiment is positive, particularly in Healthcare and Retail, making Accountants on Air a robust choice for clients in these sectors. [Read All Reviews](https://clutch.co/profile/accountants-air?verified=true#reviews) ##### Media Experience Accountants on Air has received positive feedback from clients in the Media industry, notably for their exceptional bookkeeping, tax filing, and financial services. Clients commend their ability to monitor and correct financial discrepancies effectively. The firm is recognized for their attentive communication and project management. Overall, they are seen as a reliable partner for media companies seeking comprehensive financial support, making them a strong candidate for potential clients in this sector. - 1 review for media industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping & Tax Preparation for Media Company (5.0/5, Dec 20, 2021): A media company engaged with Accountants on Air for their bookkeeping, tax filing and preparation, and general financial services. [Read Full Review](https://clutch.co/go-to-review/accountants-air/94714) ##### Retail Experience Accountants on Air demonstrates strong expertise in the Retail industry, particularly in providing bookkeeping and tax preparation services tailored to online retail businesses. Clients appreciate their efficiency, personalized approach, and responsiveness, citing them as trustworthy partners. The positive feedback highlights their commitment to addressing client needs effectively, making them a reliable choice for retail businesses seeking dedicated financial management services. - 1 review for retail industry - Less than $10,000 avg. project cost - Accounting Services for Online Fashion Retail Company (4.0/5, Dec 20, 2021): An online fashion retail shop needed a partner to provide accounting services. Accountants on Air works as their accountants, and they handle bookkeeping and tax preparation. [Read Full Review](https://clutch.co/go-to-review/accountants-air/95065) ##### Healthcare Experience Accountants on Air demonstrates strong expertise in the Healthcare sector, particularly in handling accounting for medical professionals. Clients appreciate their comprehensive services, including timely tax submissions and strategic financial planning, which enhance operational efficiency and profitability. The team is noted for their cohesive communication and adaptability, leading to high client satisfaction. Overall, their proven ability to streamline financial processes and customize strategies positions them as a valuable partner for healthcare businesses seeking reliable accounting solutions. - 2 reviews for healthcare industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Dentist Clinic (5.0/5, Jan 2, 2022): A dentist clinic hired Accountants on Air for accounting services. The team is tasked with managing the client's financial transactions through performing payroll and submitting their taxes.  [Read Full Review](https://clutch.co/go-to-review/accountants-air/7740) - Streamline Bookkeeping & Tax Records for Healthcare Company (5.0/5, Oct 4, 2023): Accountants on Air was hired to organize and streamline bookkeeping and tax records for a healthcare company. [Read Full Review](https://clutch.co/go-to-review/accountants-air/238133) #### 3.8 out of 5.0 rating for cost What Clients Have Said Clients consistently highlight Accountants on Air's competitive pricing and exceptional value for money. One client noted that their choice was driven by the company's pricing fitting their budget, describing it as 'good value for cost.' Another client mentioned an annual investment of $900 for high-quality, efficient service, while another reported spending $2,800 annually for excellent financial oversight. Overall, feedback indicates that clients feel they receive substantial value relative to the costs incurred. [Read All Reviews](https://clutch.co/profile/accountants-air?verified=true#reviews) - Less than $10,000 (2 reviews) - $10,000 to $49,000 (1 reviews) --- ### [Greyson Tax & Consulting](https://clutch.co/profile/greyson-tax-consulting) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Columbus, OH #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 10% Financial Consulting - 15% Business Consulting #### Company description 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. [Visit Website](http://www.greysontax.com) #### Timely Clients express strong satisfaction with Greyson Tax Consulting's timely communication and responsiveness. One client highlighted their ability to receive immediate responses via phone or text, noting that they provide updates at least once a week, which is crucial in the real estate sector. The combination of timely communication and expert guidance was deemed essential for improving business operations, contributing to an overall positive sentiment regarding their service delivery. #### 1 review mentions Accounting Tax Prep & Bookeeping for Real Estate Office 5.0/5 — 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. - 1 of 1 Accounting reviews are 5 stars - Unknown avg. project cost [Read Full Review](https://clutch.co/go-to-review/greyson-tax-consulting/60544) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/greyson-tax-consulting?verified=true#reviews) ##### Real estate Experience Greyson Tax Consulting has received positive feedback from clients in the real estate industry, highlighting their expertise in managing complex financial operations. A broker-owner praised their ability to streamline tax processes and bookkeeping, resulting in substantial tax savings of $30,000. Clients emphasized their strong communication skills and timely support, which have significantly improved business management. Overall, Greyson Tax Consulting is recommended for businesses seeking reliable and knowledgeable financial guidance in the real estate sector. - 1 review for real estate industry - 1 review is 5 stars - Unknown avg. project cost - Tax Prep & Bookeeping for Real Estate Office (5.0/5, Apr 15, 2020): 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 Full Review](https://clutch.co/go-to-review/greyson-tax-consulting/60544) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/greyson-tax-consulting?verified=true#reviews) --- ### [Lombardo Ayers & Company, LLC](https://clutch.co/profile/lombardo-ayers-company) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - Annapolis, MD #### Services Provided - Allocation of Expertise by Percentage - 85% Accounting - 15% Business Consulting #### Company description 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. [Visit Website](http://lombardoayers.com) #### Reliable Clients consistently praise Lombardo Ayers & Company for their reliability and proactive communication. One client emphasized their trustworthiness, stating, "If they say they’re going to get something done on time, they get it done on time," highlighting their commitment to deadlines. Additionally, the firm's accessibility and ability to provide timely reminders for filing requirements have instilled a sense of security among clients. Overall, the sentiment reflects a strong trust in their reliability and consistent performance. #### 1 review mentions Accounting Accounting Validation and Tax Preparation for Digital Agency 5.0/5 — 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 savings. - 1 of 1 Accounting reviews are 5 stars - Unknown avg. project cost [Read Full Review](https://clutch.co/go-to-review/lombardo-ayers-company/113377) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/lombardo-ayers-company?verified=true#reviews) ##### IT Services Experience Lombardo Ayers & Company, LLC has received positive feedback for their expertise in accounting and tax services, highlighting their reliability, accessibility, and proactive communication. Clients appreciate the company's ability to provide strategic financial insights, ensuring accurate tax liability forecasts and facilitating effective resource allocation. Overall, the sentiment reflects strong client satisfaction, indicating that Lombardo Ayers & Company is a commendable choice for businesses seeking dependable IT services in accounting and tax management. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Validation and Tax Preparation for Digital Agency (5.0/5, May 31, 2017): 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 savings. [Read Full Review](https://clutch.co/go-to-review/lombardo-ayers-company/113377) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/lombardo-ayers-company?verified=true#reviews) --- #### Get personalized agency matches based on your project goals. 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