Top Accounting Firms in the United States
From Wall Street finance in New York to fast-growing startups in Austin and San Francisco, the United States hosts a deep bench of accounting talent. U.S.-based CPA firms help organizations stay compliant with GAAP and IRS rules while optimizing cash flow, tax strategy, and reporting.
On Clutch, you can evaluate partners by verified client reviews, industry focus, service lines, and budgets — from boutique controllers to Big 4 accounting credentials. Filter by location, hourly rate, or specialties like tax and accounting services, audit and assurance, and outsourced CFO support to find the right fit. Start by exploring national leaders or refine your search to a specific state or metro area:
• Accounting Companies in San Francisco
• Accounting Companies in Dallas
16,242 Companies
List of the Best United States Accountants
Sponsored
-
Featured
What are Featured Providers?
$1,000+$100 - $149 / hr50 - 249Serves United StatesServices provided
100% AccountingSee all 31 projects1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.
4 of 4 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Tax Management & Consultancy for Medical Dosimetry Provider
5.0 — 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 moreWas this helpful?
Industry Experience
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 ReviewsSelect Industry to see insights
Wellness & Fitness Healthcare Transportation Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
More responsive than most other service providers
Get in Touch1-800Accountant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
Undisclosed$200 - $300 / hr10 - 49Serves United StatesServices provided
85% Accounting15% Tax LawSee all 33 projectsGeorge Dimov, CPA is an accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In the past six months, clients have praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One client noted significant tax savings due to strategic advice, while another highlighted the team's thorough audit process that provided actionable insights. Overall, the sentiment is highly positive, with clients appreciating timely delivery and problem-solving capabilities, though some mentioned minor communication delays. The firm is recognized as a reliable partner for tax and audit services.Was this helpful?
Industry Experience
George Dimov, CPA has demonstrated expertise across diverse industries including advertising & marketing, information technology, financial services, real estate, and other sectors. Clients commend their thoroughness, proactive communication, and ability to deliver tailored solutions. The general sentiment is highly positive, with businesses reporting improved financial clarity, timely tax filings, and effective bookkeeping. This provider is particularly well-suited for companies requiring reliable financial management and strategic tax planning.
Read All ReviewsSelect Industry to see insights
Real estate Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight the value for money offered by George Dimov, CPA, noting that their pricing fits budgets and provides good value. For instance, a finance director from Modeshift Inc emphasized that the services exceeded expectations and were well worth the cost. Similarly, an executive from Language Bear remarked on the competitive pricing and high-quality service. Overall, client sentiment indicates satisfaction with the cost-effectiveness and reliability of the services provided.Was this helpful?
View projects from:
Was this helpful?
$1,000+Undisclosed50 - 249Serves United StatesServices provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)See all 12 projectsCoCountant 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.
Reviews mention Communicative
Clients consistently commend CoCountant for their effective communication and responsiveness. One CEO highlighted that the team provided multiple support personnel, including a project manager and an accountant, ensuring clear communication and timely delivery of services. The client appreciated their ability to accommodate a busy schedule while maintaining clarity throughout the process. Overall, the sentiment regarding communication is highly positive, with no observed areas for improvement in this aspect.-
Finance & Accounting Outsourcing for Software Company
5.0 Jul 16, 2025They provide multiple people to support us, including a project manager, an accountant, and more. They work with my busy schedule and always deliver on time. They are clear communicators and a pleasure to work with.
Read Full Review
Was this helpful?
1 of 2 reviews are 5 stars2 new reviews for Accounting servicesUnknown avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent feedback for CoCountant indicates a strong overall sentiment, highlighting their responsiveness and quality of work. Clients noted the team's timely delivery of customized financial reports and effective communication, even across time zones. One client appreciated the thoroughness in bookkeeping and dedicated consultations, while another suggested enhancing direct phone support for urgent matters. Overall, CoCountant is recognized for their reliability, attention to detail, and willingness to integrate client feedback.Was this helpful?
Industry Experience
CoCountant has demonstrated expertise in various industries, including Telecommunications, Information Technology, Healthtech, Non-profit, and other sectors. Clients commend them for their reliable bookkeeping, timely financial reporting, and strategic insights. In Telecommunications, they excelled in monthly bookkeeping and consultation; in IT, they provided thorough financial management; in Healthtech and Non-profits, they gained praise for improving financial visibility and reducing workloads. Overall, sentiment is highly positive across these sectors, highlighting CoCountant's value in enhancing financial operations.
Read All ReviewsSelect Industry to see insights
Non-profit Software Healthcare Information technology TelecommunicationsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express satisfaction with CoCountant's pricing, noting it fits their budgets and offers excellent value for the services provided. One client highlighted that the 'cost for the value is awesome,' while another emphasized 'competitive pricing' and the 'strong value of services offered.' Overall, the sentiment regarding cost-effectiveness is positive, with multiple clients affirming that CoCountant delivers high-quality work relative to its pricing.Was this helpful?
-
-
UndisclosedUndisclosed2 - 9Seward, NE
Services provided
80% Accounting20% HR ConsultingAccounting company Marla Belitz Johnson, CPA, P.C. Is in Seward, Nebraska. They focus on Accounting and HR Consulting and were established in 1997.
Read more -
UndisclosedUndisclosed2 - 9Kearney, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingKSO CPAs + Advisors is an Accounting company. Their team is in Kearney, Nebraska and focuses on Accounting and Business Consulting.
Read more -
Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Serves United StatesServices provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance ConsultingSee all 20 projectsIndinero 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.
Reviews mention Well-organized projects
Clients have consistently praised inDinero for their well-organized project management and effective communication. One client noted that the onboarding process was particularly impressive, highlighting the team's accuracy and professionalism. Another client stated that inDinero's project management was organized, responsive, and reliable, leading to significantly improved financial visibility and data organization. Overall, the sentiment reflects strong satisfaction with the company's ability to manage projects efficiently and maintain clear communication throughout the engagement.-
Accounting Services for SaaS Company
5.0 Apr 20, 2022Their project management style is well organized. The team is knowledgeable and very responsive, which contributes to the streamlined accounting, booking, and tax-filing process they provide.
Read Full Review -
Accounting Services for Financial Services Firm
5.0 May 6, 2026Their project management has been organized, responsive, and reliable. Communication has been consistent through virtual meetings, email, and messaging platforms.
Read Full Review
Was this helpful?
2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews of indinero highlight their exceptional responsiveness, effective project management, and ability to simplify complex financial matters. Clients from diverse sectors, such as financial services and marketing, noted significant improvements in financial organization and cash flow management. One client praised their communication and support, stating the partnership felt genuinely collaborative. Overall, sentiment is overwhelmingly positive, with no major areas for improvement identified, underscoring indinero's value as a financial partner.Was this helpful?
15 of 15 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 15 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read moreWas this helpful?
View projects from:
New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)Was this helpful?
$1,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
60% Accounting20% Business Valuation Services20% Fractional CFO ServicesSee all 3 projects<p>Watter CPA is your trusted partner in accounting and advisory services. Located in Rockville, Maryland, we have been serving clients across various industries since 1988. Our firm, founded
Read more$1,000+$150 - $199 / hr10 - 49Serves United StatesServices provided
25% Accounting25% Finance & Accounting Outsourcing (FAO)20% Fractional CFO Services +3 services10% Back Office Outsourcing10% Business Consulting10% Financial ConsultingSee all 10 projectsZenbooks is a comprehensive accounting services company specializing in bookkeeping, tax preparation, financial advisory, and CPA services. The company is highly praised for its responsiveness, knowledge, and alignment with client values, with approximately 90% of reviews highlighting their professionalism and timely delivery. Some clients mentioned a need for improved project tracking and more tailored pricing solutions.
6 of 7 reviews are 5 stars7 new reviews for Accounting servicesLess than $10,000 avg. project costRead 7 Recent ReviewsReviewed 7 times in the past 6 months
In the last six months, clients have consistently praised Zenbooks for their responsiveness, expertise, and timely delivery of services. A co-founder noted their ability to clean up complex financials, enabling better decision-making. Another client highlighted the team's depth of knowledge and excellent communication. While most feedback is positive, one client suggested improvements in project visibility. Overall, sentiment remains highly favorable, with clients appreciating Zenbooks' professionalism and commitment to their financial goals.Was this helpful?
Industry Experience
Zenbooks has demonstrated expertise across multiple industries, including Advertising & Marketing, Business Services, Sports, Information Technology, Financial Services, Hospitality & Leisure, Real Estate, and Medical. Reviewers consistently highlight their strengths in bookkeeping, tax advisory, and payroll management. Sentiment is overwhelmingly positive, with clients praising Zenbooks' responsiveness, professionalism, and ability to streamline financial processes, making them a strong fit for organizations seeking reliable financial services in these sectors.
Read All ReviewsSelect Industry to see insights
Consulting Real estate Information technology Hospitality & leisure Financial services Sports Business services Advertising & marketing MedicalWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Zenbooks' competitive pricing and exceptional value for money. Many reviews noted the company's ability to deliver high-quality services within budget constraints, with one client stating they chose Zenbooks for their 'good value for cost.' Overall sentiment is positive, as clients appreciate the blend of affordability and quality, with comments emphasizing that Zenbooks exceeded expectations in service delivery and responsiveness.Was this helpful?
View projects from:
Was this helpful?
-
-
UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingLaunched in 2012, RG & Associates CPA, a small Accounting company, is based in Omaha, Nebraska. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Eagle Bend, MN
Services provided
80% Accounting20% Business ConsultingTom Murch CPA is a small Accounting company headquartered in Eagle Bend, Minnesota. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Gretna, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingKW CPA, LLP is a small Accounting company based in Gretna, Nebraska. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Bar Harbor, ME
Services provided
80% Accounting20% Business ConsultingCoston and McIsaac, CPAs is an Accounting company. Their team is headquartered in Bar Harbor, Maine and offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
80% Accounting20% Business ConsultingConsulting Professionals of Alaska is a small Accounting company launched in 1992. Their team specializes in Accounting and Business Consulting.
Read more -
Featured
What are Featured Providers?
$25,000+Undisclosed250 - 999Serves United StatesServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
Read All ReviewsSelect Industry to see insights
Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
UndisclosedUndisclosed10 - 49Serves United StatesServices provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% Financial ConsultingSee all 3 projectsClarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.
2 of 2 reviews are 5 stars2 new reviews for Accounting servicesLess than $10,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent client feedback for Clarity Tax Group & CPA's highlights their exceptional service and responsiveness. Clients appreciate timely payroll, accurate financial reporting, and effective bookkeeping practices. One client noted, 'Clarity always is quick to answer questions or needs,' while another emphasized their 'great service' and lack of issues compared to previous accounting experiences. Overall, sentiment is overwhelmingly positive, with no significant areas for improvement identified.Was this helpful?
2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 — Clarity Tax Group & CPA's provides accounting and payroll processing services for a painting company. The team is responsible for managing the client's bookkeeping and payroll and creating financial Read moreWas this helpful?
Industry Experience
Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
Read All ReviewsSelect Industry to see insights
ConstructionWas this helpful?
UndisclosedUndisclosed2 - 9Serves United StatesServices provided
100% AccountingSee all 2 projectsWasserman 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.
Reviews mention Reliable
Clients consistently highlight Wasserman Accounting CPA's reliability in managing essential accounting tasks. One client noted their 'steady project management,' with most deliverables completed on time and clear communication maintained throughout the process. Another praised their 'consistent' handling of accounting needs, emphasizing compliance and organization without complications. Overall, the sentiment reflects a strong appreciation for the company's dependable service and commitment to meeting statutory deadlines.-
Accounting Services for Digital Marketing Agency
5.0 Dec 1, 2025Their 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. They provided updates when required and handled tasks in a reliable, organised way.
Read Full Review
Was this helpful?
2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In recent reviews, clients highlight Wasserman Accounting CPA's reliability and proactive communication. One client noted their impressive consistency in managing essential accounting tasks and meeting statutory deadlines, while another emphasized their focus on delivering clean financial statements and proactive tax planning. Overall, feedback reflects a high level of satisfaction with their project management and responsiveness, with no reported areas for improvement, indicating a strong fit for businesses seeking dependable financial support.Was this helpful?
Industry Experience
Wasserman Accounting has garnered positive feedback across diverse sectors, including consulting, advertising, and healthcare. Clients commend their expertise in financial management, consistent communication, and reliability in delivering accurate accounting services. Notable strengths include proactive tax planning and detailed cash flow reporting, which have significantly benefited agencies and healthcare companies alike. Overall, the sentiment is highly favorable, indicating their suitability for businesses seeking organized and compliant financial partnerships.
Read All ReviewsSelect Industry to see insights
Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend Wasserman Accounting for their cost-effectiveness and overall value for money. One client noted the firm's pricing fit their budget while providing good value for the cost, emphasizing their reliable and consistent service. Another client highlighted the firm's proactive approach, ensuring timely financial reporting and tax planning, which contributed to their satisfaction. Overall, the sentiment reflects a strong appreciation for the firm's affordability relative to the quality of service delivered.Was this helpful?
-
-
UndisclosedUndisclosed2 - 9Dodge, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingOelkers & Associates, LLC is a small Accounting company launched in 1977. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Chadron, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingGardner, Loutzenhiser, and Ryan, P.C. Is a small Accounting company based in Chadron, Nebraska. The team provides Accounting and Business Consulting.
Read more -
Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Serves United StatesServices provided
40% Accounting20% Commercial Financing20% Financial Advising & Planning +1 service20% Financial ConsultingSee all 1 projectsAlexander Accountants, CPAs is a professional accounting services firm specializing in tax preparation, financial advisory, and business structuring for tax savings. The overall feedback from their reviews is highly positive, with 100% of reviewers praising their accurate deliverables, effective communication, and substantial tax savings, resulting in financial benefits like $15,000 in tax savings.
1 of 1 reviews is 5 stars1 new review for Accounting servicesLess than $10,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews of Alexander Accountants, CPAs indicate a strong client satisfaction, particularly in their expertise in tax structuring. One client highlighted achieving $15,000 in tax savings due to their effective guidance. The firm is commended for timely delivery, clear communication, and a good cultural fit. Clients appreciate their knowledge and the professional relationship established, with no noted areas for improvement.Was this helpful?
Industry Experience
Alexander Accountants, CPAs has demonstrated expertise primarily in the Advertising & Marketing industry, providing consulting services that enhance tax efficiency for businesses. Clients appreciate their accurate tax structuring and guidance, which have resulted in significant savings. The overall sentiment reflects strong satisfaction with their knowledge, timely delivery, and effective communication. This firm is particularly well-suited for companies seeking financial consulting services to optimize tax strategies.
Read All ReviewsSelect Industry to see insights
Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express strong satisfaction with Alexander Accountants, CPAs regarding cost and value for money. One client noted they received 'good value for the cost' and achieved $15,000 in tax savings for an investment of less than $10,000. Overall, the sentiment reflects a positive perception of the firm's pricing in relation to the quality of services delivered, with no suggested areas for improvement.Was this helpful?
$1,000+Undisclosed10 - 49Serves United StatesServices provided
80% Accounting10% Back Office Outsourcing10% Fractional CFO ServicesSee all 22 projectsAppletree Business Services is a comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.
Reviews mention Communicative
Overall, client feedback highlights Appletree Business Services as highly communicative and responsive throughout their projects. Clients noted their thoroughness and timely delivery of services, with one stating, "Appletree Business Services was very responsive to my questions, quick with their deliverables, and communicative throughout the process." Another client emphasized that communication was exceptional, mentioning that their contact was "always readily available and happy to answer all of my questions."-
Accounting Services for Wedding Venue Management Company
5.0 Oct 26, 2023They were very organized with project management and delivered items in a timely manner. They were able to meet needs. I'm impressed with their ability to understand and organize books while doing everything remotely. Great communication.
Read Full Review -
Accounting Services for Property Management Company
5.0 Jul 6, 2023They are great at communicating. Carreen has never missed a call and is extremely patient. She is a true gem! They utilize advanced technology and provide personalized attention and valuable insights.
Read Full Review -
Accounting Services for Digital Marketing Agnecy
5.0 Jan 26, 2023Appletree Business Services has familiarized themselves with our business. They’re knowledgeable, intelligent, and personable partners. The team is communicative via phone and email and responds promptly whenever we have questions. They’ve made us feel very comfortable throughout the engagement, and I have nothing but positive feedback.
Read Full Review -
Accounting Services for Residential Remodeling Company
5.0 Jan 25, 2023We have a biweekly Zoom meeting to review our numbers and what’s coming up. We also communicate with Slack, Google Meet, emails, and texts. I’m usually busy, so I try to get back as fast as possible.
Read Full Review -
Business Consulting & Valuation for Business Acquisition Co
5.0 Nov 7, 2025Appletree Business Services was very responsive to my questions, quick with their deliverables and communicative throughout the process.
Read Full Review
Was this helpful?
14 of 16 Accounting reviews are 5 stars3 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 16 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Flooring Company
4.5 — Appletree Business Services provides accounting services for a flooring company. The team is responsible for maintaining accurate monthly financials, reconciling monetary transactions, and managing Read moreWas this helpful?
Industry Experience
Appletree Business Services has demonstrated strong expertise in various industries including real estate, advertising & marketing, construction, business services, financial services, home services, and manufacturing. Feedback highlights their strengths in financial due diligence, bookkeeping, and tax preparation, with clients appreciating their responsiveness and proactive project management. Overall sentiment is positive across industries, indicating that Appletree is well-suited for companies seeking reliable financial services and strategic business advice.
Read All ReviewsSelect Industry to see insights
Advertising & marketing Construction Other Industry Business services Home Services Financial services Manufacturing Hospitality & leisure Wellness & Fitness Real estate DesignWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Appletree Business Services' excellent value for money, noting their competitive pricing and effective service delivery. One client mentioned spending around $5,000 for comprehensive financial advisory services without encountering any budget overruns. Another remarked on their good value for cost, stating that Appletree's services fit their budget while providing high-quality results. Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance between cost and the quality of service provided.Was this helpful?
-
-
UndisclosedUndisclosed2 - 9Peoria, IL
Services provided
80% Accounting20% Business ConsultingSupreme Accounting & Tax Services, Inc is a small Accounting company headquartered in Peoria, Illinois. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingRossitto & Associates, an Accounting company, was established in 1991. They offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Grand Island, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingVeritas Professional Group is a small Accounting company in Grand Island, Nebraska. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ponchatoula, LA
Services provided
80% Accounting20% Business ConsultingPhil Hebert, CPA is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2005. The agency is based in Ponchatoula, Louisiana.
Read more -
UndisclosedUndisclosed2 - 9Lebanon, IN
Services provided
80% Accounting20% Business ConsultingLind & McConnell CPAs is an Accounting company. Headquartered in Lebanon, Indiana, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Slidell, LA
Services provided
80% Accounting20% Business ConsultingMoore & Powell, CPAs P. A. Is an Accounting company. Their small team of employees is based in Slidell, Louisiana. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lincoln, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingD.A. Lienemann C.P.A., P.C. Is an Accounting company. The firm is located in Lincoln, Nebraska. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lincoln, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingPatrick L. Thomazin, CPA is an Accounting company headquartered in Lincoln, Nebraska. Established in 1982, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Grand Island, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingPhillips Tax & Business Services is an Accounting company located in Grand Island, Nebraska. They offer Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Overland Park, KS
Services provided
80% Accounting20% Business ConsultingPickett, Chaney & McMullen is an Overland Park, Kansas-based Accounting company. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Naperville, IL
Services provided
80% Accounting20% Business ConsultingSunshine is an Accounting company. The small Naperville, Illinois-based team focuses on Accounting and Business Consulting. The company was established in 1999.
Read more -
UndisclosedUndisclosed2 - 9Manhattan, KS
Services provided
80% Accounting20% Business ConsultingLaunched in 1999, BJ Fritz & Associates is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Kansas City, MO
Services provided
80% Accounting20% Business ConsultingACCOUNTING SOLUTIONS GROUP is a small Kansas City, Missouri-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Woodbury, MN
Services provided
80% Accounting20% Business ConsultingAccounting company Stenseth Samuelson & Boese, Ltd. Is based in Woodbury, Minnesota. They provide Accounting and Business Consulting and were founded in 1996.
Read more -
UndisclosedUndisclosed2 - 9Waconia, MN
Services provided
80% Accounting20% Business ConsultingIn Waconia, Minnesota, Peterson Company Ltd is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingBoone & Associates, P.C. Is a small Accounting company in Omaha, Nebraska. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingLanphier, Kolasinski & Sagar, P.C. Is an Omaha, Nebraska-based Accounting company. They focus on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Pequot Lakes, MN
Services provided
80% Accounting20% Business ConsultingJustin, Clasen & Company, Ltd., an Accounting company, was founded in 1991. They focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Richland, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingSchmeits, Mueller & Martinsen, P.C, an Accounting company, is headquartered in Richland, Nebraska. They focus on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Metairie, LA
Services provided
80% Accounting20% Business ConsultingLaunched in 1976, Cressend CPA, a small Accounting company, is headquartered in Metairie, Louisiana. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Topeka, KS
Services provided
80% Accounting20% Business ConsultingCummins, Coffman & Schmidtlein is a small Topeka, Kansas-based Accounting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Houma, LA
Services provided
80% Accounting20% Business ConsultingLaunched in 1990, Charles C. Theriot & Company, Certified Public Accountants, LLC, a small Accounting company, is in Houma, Louisiana. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Abbeville, LA
Services provided
80% Accounting20% Business ConsultingDore & Co is a small Accounting company located in Abbeville, Louisiana. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Baton Rouge, LA
Services provided
80% Accounting20% Business ConsultingLatuso & Johnson CPA is an Accounting company. Established in 2006, the firm provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9West Monroe, LA
Services provided
80% Accounting20% Business ConsultingLaunched in 1999, S Renee Stadius CPA (APAC) is an Accounting company. The team provides Accounting and Business Consulting and is headquartered in West Monroe, Louisiana.
Read more -
UndisclosedUndisclosed2 - 9Shreveport, LA
Services provided
80% Accounting20% Business ConsultingAccounting company James Hardy & Haley is located in Shreveport, Louisiana. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Thibodaux, LA
Services provided
80% Accounting20% Business ConsultingStagni & Company is an Accounting company. The team specializes in Accounting and Business Consulting, and the agency is headquartered in Thibodaux, Louisiana.
Read more -
UndisclosedUndisclosed2 - 9Bloomington, IL
Services provided
80% Accounting20% Business ConsultingFounded in 1987, Tax & Accounting Plus Inc. Is a small Accounting company. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingEstablished in 1969, Midwest Accounting and Tax Service, Inc. Is an Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lincoln, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingDoolittle & Lloyd CPAs PC is a small Lincoln, Nebraska-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lincoln, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingFlorell & Barnhard, PC, an Accounting company, is located in Lincoln, Nebraska. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lincoln, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingAccounting company Marvin E. Jewell & Co., P.C. Was established in 1963. The small team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Slidell, LA
Services provided
80% Accounting20% Business ConsultingDyer & Company LLC is an Accounting company headquartered in Slidell, Louisiana. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Baton Rouge, LA
Services provided
80% Accounting20% HR ConsultingLaunched in 1993, Waits & Company LLC. Is an Accounting company. Their services include Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Hammond, LA
Services provided
80% Accounting20% Business ConsultingTaylor & Matthews, an Accounting company, is located in Hammond, Louisiana. Established in 2007, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Greenwood, IN
Services provided
80% Accounting20% Business ConsultingSmall Accounting company Shaub CPA Group, is located in Greenwood, Indiana. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Schererville, IN
Services provided
80% Accounting20% Business ConsultingKamp & Boer PC CPA is an Accounting company. Based in Schererville, Indiana, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Highland, IN
Services provided
80% Accounting20% Business ConsultingLazarian Financial Corp., CPA's is an Accounting company. Their team is based in Highland, Indiana and provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Delano, MN
Services provided
80% Accounting20% Business ConsultingSmall Accounting company Matter Reuter CPAs Ltd., is located in Delano, Minnesota. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lake Elmo, MN
Services provided
80% Accounting20% Business ConsultingLandon C. Scott, PLLC is an Accounting company. Their small team is in Lake Elmo, Minnesota. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingLarsen and Associates, a small Accounting company, is based in Omaha, Nebraska. Their services include Accounting and Business Consulting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Best United States Accountants
-
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.7/40.017.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31.2/40.016.4/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
30.9/40.016.2/20 Reviews8.4/10 Clients & Experience6.3/10 Market PresenceService focus
35% Accounting65% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$25 - $49 / hr50 - 249Houston, TX
Ability to deliver
28.7/40.016.4/20 Reviews6/10 Clients & Experience6.3/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
29.6/40.016.2/20 Reviews8.4/10 Clients & Experience5/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$25 - $49 / hr2 - 9Clearwater, FL
Ability to deliver
27.5/40.016.2/20 Reviews6.2/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Tustin, CA
Ability to deliver
26.7/40.016.2/20 Reviews4.4/10 Clients & Experience6.2/10 Market PresenceService focus
100% Accounting -
$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
26.6/40.016.2/20 Reviews4.2/10 Clients & Experience6.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Woodbridge, VA
Ability to deliver
30.4/40.016.2/20 Reviews8.6/10 Clients & Experience5.5/10 Market PresenceService focus
70% Accounting30% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49St. Louis Park, MN
Ability to deliver
25.6/40.016/20 Reviews3.9/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+$50 - $99 / hr50 - 249Lincolnshire, IL
Ability to deliver
25.4/40.016.2/20 Reviews2.2/10 Clients & Experience7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Fairfax, VA
Ability to deliver
25.4/40.016.2/20 Reviews2.1/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
25.4/40.016.2/20 Reviews2.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% Accounting -
Undisclosed$50 - $99 / hr2 - 9Sarasota, FL
Ability to deliver
25.2/40.016.2/20 Reviews4.5/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Mechanicsburg, PA
Ability to deliver
25.2/40.016.2/20 Reviews3.3/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+Undisclosed10 - 49Salt Lake City, UT
Ability to deliver
24.9/40.016.2/20 Reviews2.4/10 Clients & Experience6.3/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Boston, MA
Ability to deliver
24.9/40.016.2/20 Reviews1.4/10 Clients & Experience7.2/10 Market PresenceService focus
100% Accounting
Latest Accounting Articles
See all articles
5 Tips for Small Businesses Filing Their Taxes
Tax season is right around the corner — partnerships, LLCs, and S-Corporations are expected to file by March 14, 2024, while C-Corporations have until...
How to Create a Budget for Accounting Services [With Template]
Use our custom template for your accounting budgeting process.
U.S. Accounting Services FAQs
Most U.S.-based accounting firms support a broad mix, with many building deep sector expertise. Common specialties include:
- Financial services and fintech
- SaaS and venture-backed tech
- E-commerce, retail, and CPG
- Healthcare, life sciences, and biotech
- Manufacturing and supply chain
- Real estate, construction, and proptech
- Energy and utilities
- Government contractors and nonprofits
Niche experience often translates to faster onboarding, better benchmarks, and fewer surprises at audit time.
Start by outlining your project’s specific requirements and objectives. After that, browse through Clutch’s directories and assess your options on:
- Credentials and scope — Confirm CPA licensure for assurance work; ask about SEC/PCAOB experience for public-company needs; check if they perform SOC 1/SOC 2 attestations when relevant.
- Industry knowledge — Look for case studies in your sector.
- Tech stack — Ensure fluency with your systems and tools for AP, AR, and expense management.
- Team structure — Clarify who handles your work and the cadence of meetings and closes.
- Data security — Ask about access controls, encryption, and vendor management, especially if offshore resources are involved.
- Transparent pricing — Request a clear statement of work detailing deliverables, SLAs, and change-order processes.
- References and reviews — Validate quality and reliability with Clutch reviews and recent client references.
U.S. accounting firms operate within the country’s regulatory environment, including GAAP, IRS standards, and, when applicable, SEC and PCAOB oversight. That context matters if you need audit-ready financials, complex tax planning, or state-by-state sales tax guidance.
A U.S.-based CPA firm also brings proximity for time zones and on-site support — helpful for inventory counts, internal control walkthroughs, and executive meetings. If you’re working with US lenders, investors, or federal and state agencies, a domestic team can streamline documentation and deadlines.
Costs vary because of factors like scope, firm size, and specialization. Here’s a planning guide based on Clutch’s pricing data:
- Bookkeeping and monthly close: $500 – $3,000 per month for SMBs; more for multi-entity or inventory-heavy operations.
- Controller services: $2,000 – $7,500 per month, depending on complexity and reporting cadence.
- Fractional CFO/advisory: $3,000 – $12,000+ per month or $200 – $400+ per hour for strategic projects.
- Tax preparation: $750 – $5,000+ per return; multi-state and consolidated returns cost more.
- Sales/use tax compliance: $200 – $1,500+ per filing cycle, driven by nexus and state count.
- Reviews and audits: $15,000 – $150,000+, tied to revenue, transaction volume, and industry risk.
- Systems implementation: $5,000 – $100,000+ based on modules and integrations.
Boutiques may price more competitively; top accounting firms and Big 4 accounting practices charge premium rates for complex, regulated work.
- Vague scopes, unclear deliverables, or reluctance to sign a formal engagement letter.
- No CPA oversight for assurance services or missing PTIN for tax preparers.
- Limited documentation standards or unwillingness to share workpapers and close checklists.
- Guaranteed tax outcomes or aggressive schemes without substantiation.
- Poor communication, slow responsiveness, or frequent staff turnover on your account.
- One-size-fits-all tech recommendations that ignore your workflows and integrations.
- Inadequate internal controls, undisclosed offshoring, or weak data security practices.
Underestimating red flags is a costly mistake. Make sure you spot them early to prevent unnecessary headaches and mishaps.
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.