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
15 Leaders 15 Contenders
15,040 Companies
List of the Best United States Accountants
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Featured
What are Featured Providers?
UndisclosedUndisclosed50 - 249Serves United StatesServices provided
100% AccountingSee all 31 projects1-800Accountant 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.
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?
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 responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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Undisclosed$200 - $300 / hr10 - 49Serves United StatesServices provided
85% Accounting15% Tax LawSee all 37 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.
Reviews mention Timely
Clients consistently commend George Dimov, CPA for their timely delivery and responsiveness. For instance, one client noted, 'Emails get replied to within hours,' while another highlighted that their taxes were submitted in under a week. Overall, the sentiment surrounding timeliness is overwhelmingly positive, with clients expressing satisfaction in receiving prompt and efficient service, which greatly contributes to their ongoing partnerships.-
Accounting & Tax Preparation Service for Landscaping Company
5.0 Mar 2, 2024Emails get replied to within hours. I have never seen anything like this & wish my own business was as quick to reply! Yes, delivery was on time.
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Business Taxes for Real Estate Investment Company
5.0 Mar 31, 2021They were submitted in under a week. They over-delivered on timelines.
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CPA Accounting Services for Media Production Company
4.5 Mar 10, 2021Excellent, organized, thorough and timely.
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Business Taxes Filing for Apparel Design Services Company
5.0 Mar 1, 2021They efficiently and quickly do what they say they're going to do. I also appreciate that they are on top of new rules and email me in advance of my needing to access those rules.
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Accounting Services for Digital Media Agency
5.0 Feb 28, 2021The whole team offered incredible transparency and communication throughout the entire process, and always met the timelines they promised us.
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Industry Experience
George Dimov, CPA demonstrates strong expertise in various industries, particularly in Advertising & Marketing, Information Technology, Financial Services, and Real Estate. Clients commend their responsiveness, thorough communication, and ability to provide tailored solutions that lead to significant financial benefits, including tax savings. Overall sentiment across industries remains highly positive, indicating that potential clients in these sectors can expect reliable, professional financial services that foster growth and clarity.
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Real estate Construction Financial services Consumer Products Other Industry Information technology IT Services Arts, entertainment & music Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight George Dimov, CPA's competitive pricing and excellent value for money. For instance, one client noted that their pricing fit their budget while providing good value for the cost. Another client emphasized the significant tax savings achieved through strategic planning, stating they saved over $100,000 annually. Overall, the sentiment is overwhelmingly positive, with clients appreciating both the affordability and the high quality of service provided.Was this helpful?
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$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 Exceeds expectations
Clients have consistently reported that CoCountant exceeds expectations, particularly in project management and responsiveness. One CFO noted that the assigned staff not only met but surpassed KPIs, implementing key process improvements that enhanced workflow. The company's commitment to timely deliverables, such as monthly financial statements, further exemplifies their dedication to client satisfaction. Overall, feedback highlights CoCountant's exceptional service and ability to adapt to client needs, with no identified areas for improvement.-
Accounting & Tax Filing Services for SaaS Data Company
5.0 Aug 7, 2025Assigned CoCountant staff was very knowledgeable and understood expectations. He met and exceeded KPI set at beginning of project. Staff also suggested and implemented key process improvements to improve workflow.
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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.
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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?
View PackagesController-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.Was this helpful?
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$1,000+$50 - $99 / hr2 - 9Greensboro, NC
Services provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)15% Financial Advising & Planning +2 services10% Business Valuation Services5% Financial ConsultingJJ&A Accounting Services is a Finance & Accounting Outsourcing (FAO) company. They were launched in 2016, and their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$100 - $149 / hr10 - 49Cape Saint Claire, MD
Services provided
30% Accounting70% Digital Asset ManagementBlockchain Crypto Tax Prep is a Digital Asset Management company located in Cape Saint Claire, Maryland. They provide Digital Asset Management and Accounting.
Read moreView PackagesCPA Firm Subscription Pricing
Simplify Your Crypto Tax Preparation Process with our Full Service & Tailored Pricing Options for CPA Firms.Was this helpful?
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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 Efficient
Clients have consistently praised inDinero for their efficiency in managing complex bookkeeping tasks. One CEO noted their ability to streamline multiple accounts into one, delivering measurable accrual bookkeeping with great communication. Specific feedback highlighted the team's responsiveness and the effective project management demonstrated by Brittany and Carla. Overall, the sentiment reflects a strong appreciation for inDinero's efficient processes and their commitment to client needs, with no areas for improvement mentioned.-
Accrual Accounting Services for Food Service Management Co
5.0 Sep 6, 2023The project management was very efficient and great communication by Brittany and Carla. They are very thoughtful, consider how you want things done, and find good solutions to make that happen that is beneficial to everyone involved. Brittany especially is very good at this.
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1 of 1 reviews is 5 stars1 new review for Accounting services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews for 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.Was this helpful?
15 of 15 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 15 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Financial Services Firm
5.0 — Indinero has helped a financial services company restructure their QuickBooks, build budgeting and forecasting processes, and manage multistate tax filings across 25 states as they continue scaling Read moreWas this helpful?
Industry Experience
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.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software Financial servicesWas 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.
Reviews mention Professional
Clients consistently commend Zenbooks for their professionalism, noting their timely delivery and high-quality work. One client highlighted their impressive skills, knowledge, and solution-oriented approach, stating that they 'showed professionalism in their initial approach.' Additionally, the client appreciated the responsiveness of Zenbooks, with typical answers received within 72 hours. Overall, the sentiment reflects a strong endorsement of Zenbooks' professionalism and commitment to client satisfaction.-
Bookkeeping Services for Reverse Sourcing Platform
5.0 Mar 19, 2026Zenbooks delivers on time and provides high-quality work and support. Zenbooks respects deadlines in most of the cases. I'm impressed with Zenbooks' skills, knowledge, professionalism, kindness in support, and solution-oriented approach.
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7 of 8 Accounting reviews are 5 stars7 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 8 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Filing Service for Corporate Travel Firm
5.0 — Zenbooks provides bookkeeping services for a corporate travel and retreat planning company. The team oversees the client's month-end bookkeeping tasks and manages their tax filing and payroll Read moreWas 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.
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Consulting Real estate Information technology Hospitality & leisure Financial services Sports Business services Advertising & marketing MedicalWas this helpful?
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$1,000+< $25 / hr50 - 249Sugar Land, TX
Services provided
25% Accounting25% Business Consulting25% Digital Asset Management +1 service25% Financial Advising & PlanningSee all 2 projectsSwyft POS empowers U.S. businesses of all sizes with a comprehensive suite of smart payment and operational solutions. Beyond cutting-edge Point of Sale hardware and software, we streamline your
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UndisclosedUndisclosed50 - 249Eagan, MN
Services provided
25% Accounting25% Finance & Accounting Outsourcing (FAO)25% Fractional CFO Services +1 service25% RecruitingAccountinuity is a Finance & Accounting Outsourcing (FAO) company located in Eagan, Minnesota. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2004.
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$1,000+$200 - $300 / hr10 - 49Hialeah, FL
Services provided
25% Accounting25% Tax Law20% Financial Advising & Planning +4 services10% Business Consulting10% Finance & Accounting Outsourcing (FAO)5% Back Office Outsourcing5% Document Digitization & ManagementSee all 1 projectsSMAART Company offers comprehensive bookkeeping, tax planning, and website creation services. The overall feedback highlights the company's high-quality financial reporting and accessible communication. Clients commend their timely delivery and effective organization of financials, which contributes to increased business sales and visibility.
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$5,000+$150 - $199 / hr10 - 49Londonderry, NH
Services provided
25% Accounting40% Business Consulting25% Corporate Training & Coaching +1 service10% Financial ConsultingLaunched in 2010, The International Standard for Lean Six Sigma is a Business Consulting company. Based in Londonderry, New Hampshire, the team offers Business Consulting and Accounting.
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$1,000+$100 - $149 / hr10 - 49Monroe, NC
Services provided
25% Accounting15% ERP Consulting and SI10% Business Consulting +5 services10% CRM Consulting and SI10% Cloud Consulting & SI10% Financial Advising & Planning10% Financial Consulting10% Fractional CFO ServicesLocated in Monroe, North Carolina, Certum Solutions is a small Accounting company. Their services include Accounting and ERP consulting and SI.
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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.
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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.
Reviews mention Timely
Clients have consistently praised Clarity Tax Group & CPA's for their timeliness in delivering services. One client highlighted that payroll was 'always on time and correct' and noted the team's ability to respond promptly to needs. Overall, feedback reflects a strong sentiment regarding their reliability in meeting deadlines, contributing to a seamless experience for clients.-
Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 Dec 22, 2025Yes very much on time. Taxes are simple and correctly paid. Everything is in order for the business.
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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 reviews for Clarity Tax Group & CPA's indicate strong client satisfaction, highlighting their responsiveness and professionalism. Clients appreciated timely payroll and accurate financial reports, noting that their bookkeeping needs were managed effectively. One client emphasized the ease of communication and the company's ability to simplify tax processes. Overall, clients express confidence in the services provided, 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.
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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.
1 of 1 reviews is 5 stars1 new review for Accounting services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent feedback for Wasserman Accounting CPA highlights their reliability and consistent communication in managing essential accounting tasks. A client from Prevention Digital praised their effective handling of payroll, VAT, and statutory filings, noting that all tasks were completed on time and maintained compliance without issues. The client emphasized the firm's good value for cost and steady project management, indicating satisfaction with the overall service and no areas for improvement.Was this helpful?
2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Digital Marketing Agency
5.0 — Wasserman Accounting CPA provides ongoing financial support for a digital marketing agency. The tasks include managing payroll, preparing statutory filings, maintaining financial records, and Read moreWas 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.
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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?
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UndisclosedUndisclosed50 - 249Lindon, UT
Services provided
20% Accounting40% Business Consulting40% HR ConsultingHelpside is a midsize Business Consulting company launched in 1990. Their services include Business Consulting and HR Consulting.
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UndisclosedUndisclosed2 - 9Helotes, TX
Services provided
34% Accounting33% Finance & Accounting Outsourcing (FAO)33% Fractional CFO ServicesThe RedHead Solutions is an Accounting company. Their small team is in Helotes, Texas and provides Accounting and Finance & Accounting Outsourcing (FAO). The firm was founded in 2020.
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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 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Tax Filing Consulting for Marketing Agency
5.0 — Alexander Accountants, CPAs provides consulting services regarding a marketing agency's company structure for tax savings. The team works with the client to provide yearly tax guidance. Read moreWas 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.
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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 Timely
Overall, clients express strong satisfaction with Appletree Business Services' timeliness. They consistently meet deadlines and deliverables, as noted by a client who highlighted their 'great project management' and 'timely' completion of tasks. Another client emphasized that all items were delivered on time, ensuring a smooth transition of financial processes. Feedback indicates that Appletree is proactive in communication and responsive to inquiries, contributing to a seamless experience for their clients.-
Bookkeeping Services for Debt Consolidation Services Co
5.0 Sep 26, 2024They deliver on time.
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Bookkeeping & Tax Services for Biopharmaceutical Company
4.5 Mar 8, 2024Successfully transitioned all internal financial processes to Appletree in a timely fashion. There was very little delay in submission of invoices and collection of payments.
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Accounting Services for Step Stool Manufacturing Company
5.0 Feb 13, 2024Yes, everything was done in a timely manner.
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Acccounting Services for Industrial Machinery Manufacturer
5.0 Nov 6, 2023There have been a lot of questions and a lot of things to set up with the new Quickbooks system as well as making sure all tax items are paid on time, and the team has been very helpful with all of that.
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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.
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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.
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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?
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Undisclosed$50 - $99 / hr10 - 49Portland, OR
Services provided
55% Accounting25% Finance & Accounting Outsourcing (FAO)10% Financial Advising & Planning +2 services5% Digital Asset Management5% Financial ConsultingSee all 2 projectsMB Accounting Group LLC specializes in providing comprehensive accounting services, including bookkeeping, financial reporting, and tax preparation. With 100% of reviewers praising their thoroughness, consistency, and timely project delivery, they are valued for their reliability and cost-effectiveness in managing financials through tools like QuickBooks Online. The company is known for its accuracy and proactive communication, enhancing financial reporting and client confidence.
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 Services for Performance Marketing Company
5.0 — MB Accounting Group LLC provides accounting services for a performance marketing company. The team handles monthly reconciliation and accounting oversight through QuickBooks Online. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight MB Accounting Group LLC's competitive pricing and strong value for money. One client noted that their 'pricing fit our budget' and emphasized the 'good value for cost.' Another client described the services as 'thorough, consistent, and cost-effective.' Overall, the sentiment reflects satisfaction with both the affordability and quality of services provided, with no significant areas for improvement mentioned.Was this helpful?
More responsive than most other service providers
Get in TouchMB Accounting Group LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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Undisclosed$200 - $300 / hr50 - 249San Francisco, CA
Services provided
20% Accounting20% Financial Advising & Planning20% HR Outsourcing +3 services20% Recruitment Process Outsourcing10% Financial Consulting10% HR ConsultingFinStrat Management, an Accounting company, focus on Accounting and Financial Advising & Planning. They were launched in 2007.
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UndisclosedUndisclosed10 - 49East Brunswick, NJ
Services provided
25% Accounting25% Commercial Financing25% Financial Advising & Planning +1 service25% Financial ConsultingSee all 1 projectsSai CPA Services has gained a vast array of experience in Financial and Consulting Services. We offer a wide range of services to our individual and business clients. Being a relatively small firm,
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$1,000+$150 - $199 / hr10 - 49Snohomish, WA
Services provided
25% Accounting25% Business Valuation Services25% Financial Advising & Planning +1 service25% Financial ConsultingNorth Star Tax & Accounting is an Accounting company. Their small team is in Snohomish, Washington and Lynden, Washington. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
65% Accounting35% Business ConsultingAbedian + Totlian, An Accountancy Corporation is a small Accounting company launched in 2009. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Middletown, CT
Services provided
65% Accounting35% Business ConsultingPadgett Business Services is an Accounting company founded in 2011. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
65% Accounting35% Business ConsultingSmall Accounting company ARLEN GHARAPETIAN CPA, is located in Glendale, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
65% Accounting35% Business ConsultingGordon & Gordon is a small Los Angeles, California-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oakland Acres, IA
Services provided
65% Accounting35% Business ConsultingPLATE & COMPANY PC is an Accounting company. Their team is located in Oakland Acres, Iowa. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
65% Accounting35% Business ConsultingWilliams Tax & Financial Group is an Accounting company. The Los Angeles, California-based agency was founded in 1958. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
65% Accounting35% Business ConsultingLawrence Johnson & Associates is an Accounting company. Their small team is headquartered in Los Angeles, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
65% Accounting35% Business ConsultingTABSCO is a small Accounting company located in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Boulder, CO
Services provided
65% Accounting35% Business ConsultingGRAHAM & COMPANY P.C. CPAs, an Accounting company, was founded in 1987. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Providence, RI
Services provided
65% Accounting25% Business Consulting10% Financial ConsultingEdward M. Simpson, CPA, an Accounting company, was founded in 2013. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hammond, IN
Services provided
65% Accounting35% Business ConsultingMidwest Accounting Inc is a small Accounting company launched in 1961. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greenwood, IN
Services provided
65% Accounting35% Business ConsultingFounded in 2013, Ensign CPA Group, a small Accounting company, is located in Greenwood, Indiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mishawaka, IN
Services provided
65% Accounting20% Business Consulting15% Finance & Accounting Outsourcing (FAO)Wojtysiak & Company LLC is an Accounting company. Established in 1998, the firm is in Mishawaka, Indiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lafayette, IN
Services provided
65% Accounting35% Business ConsultingAccounting company Heath CPA & Associates was established in 2011. The company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Valparaiso, IN
Services provided
65% Accounting35% Business ConsultingAccounting company Mihalov Barton & Burrus, LLC was established in 2013. The team provides Accounting and Business Consulting and is located in Valparaiso, Indiana.
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UndisclosedUndisclosed2 - 9Fishers, IN
Services provided
65% Accounting20% Business Consulting10% Financial Consulting +1 service5% Finance & Accounting Outsourcing (FAO)Accounting company McKee & Gunderson PC offers Accounting and Business Consulting. They are headquartered in Fishers, Indiana.
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UndisclosedUndisclosed2 - 9Noblesville, IN
Services provided
65% Accounting35% Business ConsultingLocated in Noblesville, Indiana, Kimmel Consulting, LLC is an Accounting company. They provide Accounting and Business Consulting and were founded in 2009.
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UndisclosedUndisclosed2 - 9Wabash, IN
Services provided
65% Accounting25% Business Consulting10% Finance & Accounting Outsourcing (FAO)Dawes & Pugh LLC is an Accounting company. The small Wabash, Indiana-based team provides Accounting and Business Consulting. The firm was launched in 2004.
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UndisclosedUndisclosed2 - 9Avon, IN
Services provided
65% Accounting35% Business ConsultingRader & Rader CPAs is an Accounting company. The Avon, Indiana-based firm was founded in 1989. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lafayette, IN
Services provided
65% Accounting35% Business ConsultingEdward Opperman CPA, an Accounting company, specialize in Accounting and Business Consulting. They were launched in 2004.
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UndisclosedUndisclosed2 - 9Los Gatos, CA
Services provided
65% Accounting35% Business ConsultingLoreen E. Huddleston, CPA is an Accounting company located in Los Gatos, California. Launched in 1987, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9McKinney, TX
Services provided
65% Accounting20% Business Consulting15% Finance & Accounting Outsourcing (FAO)John Harman, CPA is an Accounting company based in McKinney, Texas. Established in 1990, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Houston, TX
Services provided
65% Accounting35% Business ConsultingArgueta CPA , an Accounting company, provides Accounting and Business Consulting. The firm is based in Houston, Texas.
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UndisclosedUndisclosed2 - 9Flower Mound, TX
Services provided
65% Accounting15% Business Consulting10% Digital Strategy +1 service10% Finance & Accounting Outsourcing (FAO)Chandler & Knowles CPAs is an Accounting company. They provide Accounting and Business Consulting and were launched in 1996.
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UndisclosedUndisclosed2 - 9Sugar Land, TX
Services provided
65% Accounting20% Business Consulting15% Finance & Accounting Outsourcing (FAO)Saleem Lakhani CPA is an Accounting company. The Sugar Land, Texas-based agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Arlington, TX
Services provided
65% Accounting15% Finance & Accounting Outsourcing (FAO)10% Business Consulting +1 service10% Financial ConsultingEstablished in 1988, Jack Loteryman CPA is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO) and is located in Arlington, Texas.
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UndisclosedUndisclosed2 - 9El Paso, TX
Services provided
65% Accounting35% Business ConsultingLauterbach Financial Advisors is an Accounting company headquartered in El Paso, Texas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9El Paso, TX
Services provided
65% Accounting25% Business Consulting10% Financial ConsultingHidalgo Consulting is an Accounting company. They are located in El Paso, Texas and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Temecula, CA
Services provided
65% Accounting35% Business ConsultingThe JCH Tax Group is a small Accounting company. Founded in 2009, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Camarillo, CA
Services provided
65% Accounting35% Business ConsultingAccounting company Van Houten Tax & Business Solutions, Inc. Offers Accounting and Business Consulting. They were launched in 2015.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
Services provided
65% Accounting35% Business ConsultingBartolme and Associates, Inc is an Accounting company. The team provides Accounting and Business Consulting and is in Huntington Beach, California.
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UndisclosedUndisclosed2 - 9Melbourne, FL
Services provided
65% Accounting35% Business ConsultingHeadquartered in Melbourne, Florida, Shein & Wente, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Largo, FL
Services provided
65% Accounting25% Business Consulting10% Finance & Accounting Outsourcing (FAO)Accounting company Linda A Stortz CPA was established in 2002. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
65% Accounting35% Business ConsultingIn Stockton, California, Bestolarides Ted H CPA is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lawrence, KS
Services provided
65% Accounting35% Business ConsultingBased in Lawrence, Kansas, Glass Consulting is an Accounting company. Launched in 2014, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Medford, OR
Services provided
65% Accounting35% Business ConsultingJohannsen, Dye & Purkeypile CPA'S is an Accounting company. The team offers Accounting and Business Consulting, and the firm is headquartered in Medford, Oregon.
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UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
65% Accounting35% Business ConsultingLaunched in 2015, JRRO, LLP is an Accounting company. The firm focuses on Accounting and Business Consulting.
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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:
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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.
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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
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.3/40.017/20 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
31/40.016.2/20 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 -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
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 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
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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.
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