Home Accounting United States

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:

• Top Accounting Companies

• Accounting Companies in San Francisco

• Accounting Companies in Dallas

• Accounting Companies in New York

• U.S. Accounting Companies for Business Services

Ratings Updated: July 5, 2026

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Featured

What are Featured Providers?

1-800Accountant

4.5 31 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Serves United States

Services provided

100% Accounting

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

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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.
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Wellness & Fitness Healthcare Transportation Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (5)

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

1-800Accountant is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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$209 Best for businesses that need essential year-round $249 Tax prep, strategy, and bookkeeping tools. $419 Full-service bookkeeping plus Core Accounting.

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

4.8 37 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

Serves United States

Services provided

85% Accounting

15% Tax Law

George 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.

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Reviews mention Knowledgeable
The feedback regarding the expertise of George Dimov, CPA, consistently highlights their extensive knowledge and proactive support. Clients noted the team's ability to provide clear answers to complex questions, demonstrating a deep understanding of accounting and tax matters. One client emphasized their impressive capacity to address financial needs from multiple perspectives, while another praised their responsiveness and thoroughness. Overall, sentiment surrounding their knowledge is overwhelmingly positive, reflecting client confidence in their abilities.

Accounting, Bookkeeping & Tax Filing for SEO Services Co

5.0 Jul 12, 2024

It's impressive how easy it is to work with George Dimov, CPA and how supportive and knowledgeable they are. Any questions or concerns I had about taxes or accounting, they had answers to.
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Accounting Services for Insurance Agency

5.0 Jan 31, 2024

We were impressed with their ability to look at our overall financial and tax needs from several different angles and their comprehensive knowledge of how to tackle each situation.
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Tax Filing & Payment for Content Creator

5.0 Jul 22, 2020

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

2 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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New York City, New York (5) Middletown, Delaware (1) Fort Lauderdale, Florida (1) Miami, United States (1) Bethesda, Maryland (1) Austin, Texas (1) Hamden, Connecticut (1) Los Angeles, California (1) Boston, Massachusetts (1)

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CoCountant

4.9 12 reviews
Premier Verified

$1,000+

Undisclosed

50 - 249

Serves United States

Services provided

75% Accounting

25% Finance & Accounting Outsourcing (FAO)

CoCountant is a proficient accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. Across all reviews, clients commend their responsiveness and high-quality service, with 100% of reviewers noting timely deliverables and their ability to adapt to client needs. Key strengths include their comprehensive bookkeeping services and audit-ready financial statement preparation, while an area for improvement is more proactive data visualization.

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1 of 2 reviews are 5 stars

2 new reviews for Accounting services

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for CoCountant reflect a strong overall sentiment, highlighting their responsiveness and reliability in delivering timely financial reporting and bookkeeping services. Clients from diverse sectors commend the team for their attention to detail and effective communication, particularly noting the positive impact on financial management. Areas for improvement include the desire for direct phone contact for urgent assistance. Overall, CoCountant is recognized for their value-driven services and consistent performance in meeting client needs.
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3 of 4 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

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

Less than $10,000 (1)

What Clients Have Said
Clients consistently 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.
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Coral Gables, Florida (1) North Charleston, South Carolina (1) South Houston, Texas (1) Somerset, New Jersey (1) Boston, Massachusetts (1)

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CMH Advisors, PLLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

20% Accounting

30% Financial Advising & Planning

20% Finance & Accounting Outsourcing (FAO) +2 services

15% Business Consulting

15% Financial Consulting

CMH Advisors, PLLC is a Financial Advising & Planning company. Located in Dallas, Texas, the agency focuses on Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
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Gateway Accounts

5.0 1 review

$5,000+

$25 - $49 / hr

Freelancer

Fargo, ND

Services provided

100% Accounting

Gateway Accounts is an accounting services company specializing in bookkeeping, tax preparation, and financial reporting. Their clients appreciate the significant time savings and organizational skills they bring, with 100% positive feedback highlighting their communicative and customer-friendly approach. Reviewers emphasize Gateway Accounts' ease of collaboration and efficient project management.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Prep for Car Dealership and Repair Co
5.0 — Gateway Accounts partners with a car dealership to provide bookkeeping, accounting, and tax preparation services. Read more
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Industry Experience

Gateway Accounts has received positive feedback primarily in the Automotive industry, where they provide comprehensive bookkeeping, accounting, and tax preparation services. Clients appreciate their communication, organization, and the time-saving impact of their services. Overall sentiment in this sector is highly favorable, highlighting their expertise and reliability. Potential clients in the Automotive industry can expect a strong partnership focused on efficient and friendly service.
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Automotive

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with Gateway Accounts' pricing, noting a yearly investment of approximately $600, which they perceive as excellent value for the services provided. Feedback highlights the company's efficiency and ability to save clients time, with one client stating they no longer worry about paperwork due to Gateway's thorough management. Overall, the sentiment is positive, emphasizing both affordability and effective service delivery.
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indinero

4.9 20 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves United States

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

Indinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses.

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1 of 1 reviews is 5 stars

1 new review for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews for indinero reflect a strong positive sentiment, highlighting their expertise in financial organization and budgeting. Clients, such as the President & CEO of GO Processing, commend their ability to simplify complex financial topics and provide reliable project management. Noteworthy feedback includes improved financial visibility and strategic budget reallocation, with clients feeling supported as they navigate growth. Overall, indinero is perceived as a genuine partner, with no significant areas for improvement identified.
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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 services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have consistently praised Indinero for providing exceptional value for money, highlighting that their pricing fits within budgetary constraints while delivering high-quality service. One client noted that they chose Indinero due to their 'good value for cost' and strong alignment with company values. Another remarked on the significant improvement in financial organization and visibility after investing over $10,000, emphasizing that the difference compared to previous firms was 'night and day.' Overall, the sentiment is overwhelmingly positive regarding cost-effectiveness and service quality.
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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)

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Watter CPA

5.0 3 reviews

$1,000+

$200 - $300 / hr

10 - 49

Serves United States

Services provided

60% Accounting

20% Business Valuation Services

20% Fractional CFO Services

<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
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Zenbooks

4.9 10 reviews
Premier Verified

$1,000+

$150 - $199 / hr

10 - 49

Serves United States

Services provided

25% Accounting

25% Finance & Accounting Outsourcing (FAO)

20% Fractional CFO Services +3 services

10% Back Office Outsourcing

10% Business Consulting

10% Financial Consulting

Zenbooks 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.

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6 of 7 reviews are 5 stars

7 new reviews for Accounting services

Less than $10,000 avg. project cost

Reviewed 7 times in the past 6 months
In recent reviews, Zenbooks has received consistently positive feedback for their responsiveness, knowledge, and project management. Clients praised their ability to deliver on time and provide high-quality work, with one noting they 'cleaned up years of messy books' and enabled reliable financial forecasting. However, a few clients suggested improvements in project visibility and language support. Overall, the sentiment is highly favorable, highlighting Zenbooks as a capable partner in accounting and financial services.
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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 Medical

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Average Project Cost Breakdown

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

What 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.
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Winer+Bevilacqua, Inc

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Fairlawn, OH

Services provided

55% Accounting

30% IT Managed Services

15% Business Consulting

Located in Fairlawn, Ohio, Winer+Bevilacqua, Inc is a small Accounting company. The team specializes in Accounting and IT managed services.
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Lewis, Hooper & Dick

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Garden City, KS

Services provided

55% Accounting

25% Business Consulting

20% HR Consulting

Lewis, Hooper & Dick is a Garden City, Kansas-based Accounting company. Launched in 1955, the team focuses on Accounting and Business Consulting.
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Pittman & Brooks

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Portland, OR

Services provided

55% Accounting

30% Business Consulting

15% HR Consulting

Pittman & Brooks is an Accounting company. The Portland, Oregon-based team provides Accounting and Business Consulting.
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Navy Financial

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Lorain, OH

Services provided

55% Accounting

25% Finance & Accounting Outsourcing (FAO)

10% Business Consulting +1 service

10% Staffing

Navy Financial is an Accounting company located in Lorain, Ohio. They focus on Accounting and Finance & Accounting Outsourcing (FAO).
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Glocal Accounting

Not yet reviewed

$1,000+

< $25 / hr

50 - 249

Wilmington, DE

Services provided

20% Accounting

20% Application Testing

20% BI & Big Data Consulting & SI +2 services

20% Cybersecurity

20% Mobile App Development

Based in Wilmington, Delaware, Glocal Accounting is a big data company. Established in 2007, the team specializes in BI & big data consulting & SI and Cybersecurity.
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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves United States

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

Talent 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.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting 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 more
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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 & leisure

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Average Project Cost Breakdown

What 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.
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Clarity Tax Group & CPA's

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

Serves United States

Services provided

25% Accounting

25% Business Consulting

25% Financial Advising & Planning +1 service

25% Financial Consulting

Clarity 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.

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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

Less than $10,000 avg. project cost

Reviewed 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.
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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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Construction

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed satisfaction with Clarity Tax Group & CPA's pricing and value for money, noting that the services fit their budgets while delivering high-quality results. One client highlighted the company's responsiveness and professionalism, stating, 'Clarity always is quick to answer questions or needs.' Another emphasized the ease of working with them for bookkeeping and payroll, remarking on the timely and accurate handling of financial reports. Overall, feedback indicates a strong sentiment of value received for the cost.
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Wasserman Accounting CPA

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Serves United States

Services provided

100% Accounting

Wasserman Accounting CPA is a professional accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and business auditing. The reviews indicate a strong focus on reliability, compliance, and clear communication, with 100% of reviewers noting their impressive project management and responsiveness. Clients appreciate their proactive approach to financial statement preparation and tax planning.

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1 of 1 reviews is 5 stars

1 new review for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 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.
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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting 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 more
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Average Project Cost Breakdown

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

What 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.
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Vestmark

Not yet reviewed

$1,000+

< $25 / hr

250 - 999

Wakefield, MA

Services provided

30% Accounting

30% Back Office Outsourcing

20% Business Consulting +1 service

20% Custom Software Development

Vestmark is an Accounting company. They are headquartered in Wakefield, Massachusetts. Their team specializes in Accounting and Back Office Outsourcing.
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Dynamic Global Staffing

Not yet reviewed

$1,000+

$25 - $49 / hr

250 - 999

Frisco, TX

Services provided

30% Accounting

40% IT Managed Services

30% Business Consulting

Dynamic Global Staffing is a midsize IT managed services company launched in 2007. Their team offers IT managed services and Accounting.
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Alexander Accountants, CPAs

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Serves United States

Services provided

40% Accounting

20% Commercial Financing

20% Financial Advising & Planning +1 service

20% Financial Consulting

Alexander 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.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting 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 more
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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 & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What 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.
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Appletree Business Services

4.9 22 reviews
Premier Verified

$1,000+

Undisclosed

10 - 49

Serves United States

Services provided

80% Accounting

10% Back Office Outsourcing

10% Fractional CFO Services

Appletree 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.

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14 of 16 Accounting reviews are 5 stars

3 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting 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 more
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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 Design

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Average Project Cost Breakdown

Less than $10,000 (9) $10,000 to $49,000 (7)

What 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.
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$650 Small service based businesses $1,500 Companies over $1M in revenue $3,000 +$3M revenue, complex accounting

Business Owners Package
We bundle bookkeeping and tax into an easy monthly subscription. We can also include payroll if needed. This saves you time and money only dealing with one firm, and we can be more proactive with tax strategy throughout the year. Fees range from $650/mo - $3000/mo depending on the size and complexity.
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Matrix Resources Inc.

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Birmingham, AL

Services provided

30% Accounting

45% HR Consulting

25% Staffing

Matrix Resources Inc. Is a HR Consulting company. Established in 1983, their team focuses on HR Consulting and Accounting.
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Contax360 BPO Solutions, Inc.

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Plantation, FL

Services provided

30% Accounting

30% Call Center Services

30% Other IT Consulting and SI +2 services

5% IT Managed Services

5% IT Strategy Consulting

Contax360 BPO Solutions, Inc. Is an Accounting company. Their midsize team is based in Plantation, Florida and specializes in Accounting and Call Center Services. The company was established in
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Wittenberg Weiner Consulting LLC - Global

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Lutz, FL

Services provided

30% Accounting

40% Business Consulting

30% Custom Software Development

Wittenberg Weiner Consulting LLC - Global is a Business Consulting company. The Lutz, Florida-based company specializes in Business Consulting and Accounting.
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Global Upside

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

San Jose, CA

Services provided

30% Accounting

20% Business Consulting

50% Other

Global Upside, an Accounting company, was launched in 1999. The firm provides Accounting and Business Consulting, and is midsize.
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E78 Partners

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Oak Brook, IL

Services provided

30% Accounting

35% Financial Advising & Planning

20% Funding & Investment +1 service

15% Commercial Financing

Headquartered in Oak Brook, Illinois, E78 Partners is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Accounting.
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Compass Lexecon

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Washington, DC

Services provided

30% Accounting

20% Business Valuation Services

20% Commercial Financing +2 services

20% Financial Consulting

10% Litigation Support Services

Midsize Accounting company Compass Lexecon, is located in Washington, District of Columbia. The team specializes in Accounting and Commercial Financing.
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Business Loan Warrior

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Clifton, NJ

Services provided

25% Accounting

25% Financial Advising & Planning

25% Financial Consulting +1 service

25% Funding & Investment

Business Loan Warrior is a small Accounting company headquartered in Clifton, New Jersey. The team provides Accounting and Financial Advising & Planning.
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Elite Consulting, P.C.

Not yet reviewed

$10,000+

$300+ / hr

10 - 49

Lake Forest, IL

Services provided

25% Accounting

60% Tax Law

15% Financial Advising & Planning

Elite Consulting, P.C., a Tax Law company, was established in 2016. Based in Lake Forest, Illinois, the team focuses on Tax Law and Accounting.
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Libre Tax Service

Not yet reviewed

Undisclosed

$50 - $99 / hr

10 - 49

Cerritos, CA

Services provided

25% Accounting

25% Financial Advising & Planning

25% Financial Consulting +1 service

25% Tax Law

Libre Tax Service is an Accounting company. The Cerritos, California-based team offers Accounting and Financial Advising & Planning.
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Koontz & Parkin, CPAs

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Sarasota, FL

Services provided

100% Accounting

Koontz & Parkin, CPAs is an accounting firm specializing in bookkeeping, tax preparation, and financial advisory services. Clients commend their proactive approach, expertise in accounting practices, and ability to provide peace of mind, with 100% positive feedback highlighting efficient communication and seamless electronic processes. Their commitment to staying updated with legal changes is particularly noteworthy.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeepting & Tax Preperation for Inbound Marketing Firm
5.0 — Koontz & Parkin, CPAs provides bookkeeping, tax preparation, and tax consultation services for a marketing agency. Read more
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Industry Experience

Koontz & Parkin, CPAs has demonstrated strong expertise in the Advertising & Marketing sector, particularly servicing clients in real estate, healthcare, and technology industries. Their clients praise the firm for comprehensive bookkeeping, tax preparation, and proactive financial advice, resulting in significant time and cost savings. Overall sentiment is highly positive, indicating that potential clients in these industries can expect reliable partnerships and effective financial management.
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Advertising & marketing

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Average Project Cost Breakdown

What Clients Have Said
Clients of Koontz & Parkin, CPAs express strong satisfaction with the value for money provided. One CEO noted an investment of approximately $30,000 for ongoing services, emphasizing that the firm offers peace of mind and saves time and money. Clients appreciate the proactive approach and the team's expertise, which contributes to their overall satisfaction. There were no significant complaints regarding pricing, indicating a positive sentiment towards the company's cost-effectiveness.
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Ogden Page Accountancy Corporation

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

100% Accounting

Ogden Page Accountancy Corporation is a professional accounting firm specializing in bookkeeping, tax preparation, and financial advisory services. The reviews consistently highlight their expertise, with 100% of feedback indicating positive experiences, particularly in tax savings and personalized service. Clients appreciate the firm's detailed attention and cost-effective solutions, attributing significant financial benefits and peace of mind to their engagement.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Branding & Marketing Agency
5.0 — Ogden Page Accountancy Corporation provides bookkeeping and tax services for a marketing agency. They also dedicate business consulting support, making key recommendations to better equip the Read more
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Industry Experience

Ogden Page Accountancy Corporation has demonstrated strong expertise in the Advertising & Marketing industry, providing comprehensive tax and bookkeeping services that have led to significant cost savings for clients. Their strengths include detailed bookkeeping, proactive business advising, and effective communication. Overall sentiment is highly positive, with clients appreciating the firm’s attention to detail and business acumen, making them a strong candidate for businesses seeking financial management within this sector.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Ogden Page Accountancy Corporation consistently highlight the company's cost-effectiveness and value for money. One client noted that their investment of over $10,000 resulted in significant savings on taxes and improved bookkeeping efficiency, stating, "He’s very cost-effective. I used to do my taxes elsewhere and spent much more money for the services I received." Overall, the sentiment reflects satisfaction with the quality of service relative to the costs incurred.
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MillerSearles LLC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Allentown, PA

Services provided

100% Accounting

MillerSearles LLC is a boutique accounting firm specializing in tax preparation, financial statement auditing, and CPA services. The reviews highlight their exceptional reliability and efficiency, with one client noting tax document delivery within two hours. While 100% of the feedback is positive regarding their expertise and trustworthiness, some mention their higher costs as a consideration.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax & Accounting Services for Commercial Real Estate Company
5.0 — MillerSearles LLC provides tax and accounting services for a commercial real estate company. They help the client find tax sheltering; they also audit financial statements. Read more
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Industry Experience

MillerSearles LLC has demonstrated expertise primarily in the real estate industry, providing tax services and financial statement audits. Clients express high satisfaction with their reliability, promptness, and trustworthiness, noting significant positive impacts on tax management and compliance. Overall, the sentiment reflects strong client confidence in MillerSearles LLC's services for real estate professionals seeking specialized accounting assistance.
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Real estate

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Average Project Cost Breakdown

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

What Clients Have Said
Clients appreciate the value provided by MillerSearles LLC, noting their reliability and expertise in tax management. One client mentioned investing approximately $15,000, highlighting that despite higher costs typical of boutique firms, the quality of service justifies the expense. They emphasize that MillerSearles delivers prompt responses and effective tax solutions, reinforcing the sentiment that clients receive good value for their investment.
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Tax City, Inc.

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Temecula, CA

Services provided

100% Accounting

Tax City, Inc. is an accounting services firm specializing in tax preparation and financial advisory. The majority of feedback, at 100%, is positive, highlighting their effective tax-saving strategies and strong project management. Clients appreciate their personable approach and timeliness, though some suggest expanding their team for broader service capabilities.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

B2C Tax Preparation Services for VP of Business Dev
5.0 — Tax City, Inc. prepared the 2020 taxes of a business development professional using QuickBooks. One person was in charge of the project. Read more
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Industry Experience

Tax City, Inc. has garnered positive feedback primarily within the business services sector, where their expertise in tax preparation and strategy implementation has proven beneficial. Clients have praised their effective project management, timely communication, and personable approach, which fosters strong professional relationships. Overall sentiment indicates a high level of satisfaction, with recommendations emphasizing their capacity to deliver significant tax savings and improved financial outcomes.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend Tax City, Inc. for delivering significant value relative to their pricing. One client noted an investment of $1,200, which resulted in effective tax-saving strategies and a positive experience marked by excellent project management and communication. Overall, feedback reflects satisfaction with the cost-effectiveness and quality of service, with recommendations to engage early in the process for optimal results.
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River Rock Financial

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Yonkers, NY

Services provided

100% Accounting

River Rock Financial is an accounting services firm that specializes in tax preparation and filing. Based on the reviews, 100% of clients expressed satisfaction with their service, highlighting their honesty and reliability. However, there is a noted need for improvement in anticipating client needs and providing proactive financial advice.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Dental Staffing Firm
5.0 — River Rock Financial provided accounting services for a dental staffing company. They were tasked with handling the firm’s taxes. Read more
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Industry Experience

River Rock Financial has demonstrated expertise in the dental staffing industry, providing reliable tax services that garnered positive feedback for their professionalism and integrity. Clients appreciate their straightforward communication and ability to fulfill commitments, although some suggest improvements in proactive tax strategy recommendations. Overall, River Rock Financial is well-suited for clients in the healthcare sector, particularly dental services, as they deliver effective solutions and satisfactory results.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have generally expressed satisfaction with River Rock Financial's cost-effectiveness, noting an investment of $500 for tax services and a reliable execution of agreed-upon tasks. One client appreciated their honesty and lack of complications, while suggesting improvements in anticipating client needs. Overall, the sentiment indicates that clients perceive good value for money, particularly for straightforward services, although proactive strategic advice may be an area for enhancement.
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Kramer & Jensen, LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Centennial, CO

Services provided

100% Accounting

Kramer & Jensen, LLC is a professional accounting firm specializing in financial advisory, tax preparation, financial analysis, and corporate accounting services. They have received 100% positive feedback, with clients praising their reliability, responsiveness, and strategic financial guidance. Reviewers frequently mention their reasonable pricing structure and the significant value provided by their services.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Business Accounting for Web Design Firm
5.0 — Kramer & Jensen, LLC provided accounting for a business. This included tax strategy, corporate filings, and financial advice. Read more
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Industry Experience

Kramer & Jensen, LLC has demonstrated significant expertise in the Advertising & Marketing industry, receiving positive feedback for their strategic financial guidance and responsiveness. Clients describe them as professional, fiscally conservative, and effective partners in managing corporate accounting and tax strategy. The overall sentiment within this industry is highly favorable, indicating that potential clients in Advertising & Marketing can expect reliable, high-quality financial services that support growth and stability.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Kramer & Jensen, LLC for their reasonable pricing structure and superior value for money. One client highlighted that they have never been surprised by a bill and felt that competitors would charge more for the engaged advice received. Overall, the sentiment is positive, with feedback emphasizing the firm's transparency in costs and the quality of service provided, making them a trusted partner in financial matters.
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Joseph Apuzzo, CPA

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Brick Township, NJ

Services provided

100% Accounting

Joseph Apuzzo, CPA is a highly recommended accounting services provider specializing in bookkeeping and tax preparation, including quarterly tax filings. Reviewers consistently highlight Joe's proficiency and professionalism, with 100% positive feedback. His expertise in IRS tax regulations and dedication to clients makes him an ideal choice for businesses and individuals seeking reliable financial services.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Preparation for Life Coaching Platform
5.0 — Joseph Apuzzo, CPA is providing bookkeeping and tax preparation services for a life coaching platform. They provide the required documents for the client's quarterly tax filings. Read more
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Industry Experience

Joseph Apuzzo, CPA has demonstrated notable expertise in the consulting industry, particularly in bookkeeping and tax preparation. Clients highlight his proficiency in IRS regulations, effective communication, and dedication to client success. Feedback emphasizes his ability to handle diverse business entities, including small businesses and larger corporations. Overall, sentiment is overwhelmingly positive, suggesting strong compatibility for clients in consulting and related sectors seeking reliable accounting and tax services.
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Consulting

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently praise Joseph Apuzzo, CPA for his fair and transparent pricing structure, which is based on the number of services provided. One long-term client noted that billing has always been 'on point' and highlighted Joe's extensive knowledge and professionalism. Overall, the sentiment reflects a strong sense of value for money, with clients expressing high satisfaction and a willingness to recommend his services.
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Leivas Tax Wealth Management

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Riverside, CA

Services provided

100% Accounting

Leivas Tax Wealth Management is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, and business consulting. Clients commend their expertise in tax laws and effective business advice, with 100% of reviews highlighting their knowledge and communication skills. However, improvements are suggested during peak tax season.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Preparation for Parking Services Company
5.0 — Leivas Tax Wealth Management services for a parking services company. Their work includes bookkeeping, IRS extensions and payments, and other business consulting services. Read more
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Industry Experience

Leivas Tax Wealth Management has demonstrated expertise primarily in the Hospitality & Leisure sector, providing bookkeeping and business consulting services. Clients commend their in-depth knowledge of tax laws and their proactive approach to client communication. The overall sentiment is positive, highlighting their ability to foster strong relationships and deliver significant business growth. However, timely project management, particularly during peak tax seasons, is an area for improvement. Businesses in similar sectors may find this provider particularly beneficial.
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Hospitality & leisure

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Leivas Tax Wealth Management as offering good value for money, with one client noting a $50,000 investment over six years and highlighting significant tax savings and business growth. They commend the team's knowledge and responsiveness, indicating a strong return on investment. However, some feedback suggests improvements in deadline management during peak seasons. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services.
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METER & LOWE LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Birmingham, AL

Services provided

100% Accounting

METER & LOWE LLC is a specialized financial and legal consulting firm led by Wayne, who offers personal accounting and legal services with a focus on navigating complex tax laws. The feedback highlights his effectiveness and unique expertise, though his flexibility may lack some structure. Client satisfaction is notable, with 100% of reviews acknowledging his impactful service and distinct qualifications.

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Industry Experience

METER & LOWE LLC has demonstrated significant expertise in the Consumer Products industry, particularly in supporting businesses through financial and legal challenges. Clients praise their effective handling of complex tax law and transitional capital flows, particularly during the Great Recession. The positive feedback emphasizes their strong project management and unique qualifications, such as having a JD and CPA. Potential clients in similar sectors may benefit from their tailored approach and in-depth understanding of accounting and legal matters.
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Consumer Products

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Average Project Cost Breakdown

What Clients Have Said
Clients have noted that METER & LOWE LLC offers effective services at a reasonable cost, with one reviewer stating they invested less than $10,000 for impactful assistance during a challenging transition. While the service may feel expensive, it is perceived as valuable, with high praise for Wayne's expertise and ability to navigate complex financial systems. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, despite some suggestions for improved structure in service delivery.
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The Cloud Accountant, LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Mashpee, MA

Services provided

100% Accounting

The Cloud Accountant, LLC specializes in Tax Preparation and Accounting Services, offering personalized solutions for individual clients. The reviews highlight a 100% satisfaction rate, with clients praising the company's efficiency, organization, and effective communication. Clients appreciate the ease and assurance provided by their services, emphasizing the personable and hands-on approach to tax filing.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting for Private Psychotherapy Practice
5.0 — The Cloud Accountant provided accounting and filing services for a psychotherapy practice. They took all available receipts and tax documentation, went through them, and filed. Read more
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Industry Experience

The Cloud Accountant, LLC has received positive feedback primarily from the psychotherapy and counseling industry. Clients emphasize the provider's expertise in tax accounting, highlighting their organized communication, efficiency, and personal touch. The overall sentiment is one of satisfaction, with clients appreciating the ease and thoroughness of their tax preparation process. This indicates a strong fit for professionals in similar fields seeking reliable and attentive accounting services.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of The Cloud Accountant, LLC generally perceive the company's services as offering good value for money. One client noted a cost of $450–$500 for tax services, emphasizing the peace of mind and efficiency gained from professional assistance. The overall sentiment reflects satisfaction with the firm's communication and organization, with clients appreciating the time saved and the thoroughness of the service provided, reinforcing the belief that the investment is worthwhile.
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Suzann Knap, CPA - Knap Tax

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Decatur, GA

Services provided

100% Accounting

Suzann Knap, CPA - Knap Tax offers comprehensive Accounting Services, including Tax Preparation and Financial Advisory. The firm is praised for its personalized service, responsiveness, and expertise in leveraging tax laws to benefit clients. With 100% positive feedback, clients highlight Suzann's proficiency in managing documentation and maximizing capital for business growth.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Financial Consulting for Web Design Company
5.0 — Suzann Knap, CPA - Knap Tax provides tax filing consultation services for a professional web design and branding company. Read more
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Industry Experience

Suzann Knap, CPA - Knap Tax has demonstrated expertise in the IT Services sector, particularly assisting small businesses and nonprofits with accounting and tax strategies. Clients commend her personalized service, responsiveness, and ability to optimize tax deductions, resulting in significant financial benefits. The overall sentiment is highly positive, indicating that potential clients in the IT Services industry can expect effective financial management and tailored guidance to enhance their business growth.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with the value provided by Suzann Knap, CPA - Knap Tax, noting that the investment of $2,000 to $5,000 resulted in significant tax savings and enhanced financial management. One client highlighted the firm's ability to help maximize deductions and navigate tax laws effectively, underscoring the personalized service and responsiveness. Overall, the sentiment reflects a strong perception of cost-effectiveness and quality service, with no reported areas for improvement.
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ARK-LLP Accountant and Advisors

5.0 1 review

Undisclosed

Undisclosed

2 - 9

New York, NY

Services provided

100% Accounting

ARK-LLP Accountant and Advisors is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. Reviews emphasize their integrity and client-focused approach, with 100% of reviewers highlighting their comprehensive guidance and cost-effectiveness. The firm is noted for its personalized service and effective management of both business and personal finances. Improvements in communication speed were mentioned, potentially influenced by remote work conditions.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Apparel Wholesale Business
5.0 — ARK-LLP Accountant and Advisors helped launch a real estate business with legal and registration services. When the client's portfolio expanded to apparel, they came on board to provide accounting Read more
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Industry Experience

ARK-LLP Accountant and Advisors has demonstrated expertise in the retail and real estate sectors, providing comprehensive accounting support that includes LLC formation and QuickBooks management. Clients appreciate their attention to detail, customer service, and competitive pricing. Overall, feedback indicates a strong positive sentiment, particularly regarding their personalized approach and reliability, making them a suitable partner for businesses in retail and property management.
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Retail

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Average Project Cost Breakdown

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

What Clients Have Said
Clients appreciate ARK-LLP Accountant and Advisors for their competitive pricing and value for money. One client noted that their services, including data entry and bookkeeping, have saved them significant costs compared to hiring an in-house accountant. They emphasize the firm's honesty and commitment to providing comprehensive guidance without overcharging. Overall, clients express satisfaction with the balance of cost and quality, highlighting the importance of evaluating their needs before engaging with ARK-LLP.
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Mark B Lackie CPA

5.0 1 review

Undisclosed

Undisclosed

2 - 9

San Antonio, TX

Services provided

100% Accounting

Mark B Lackie CPA specializes in accounting services, including bookkeeping, tax preparation, and financial reporting tailored to nonprofits. The overall feedback is overwhelmingly positive, with 100% of reviewers praising his personalized service and commitment to transparency. Clients particularly value his expertise in managing IRS 990 forms and his proactive communication, making him a trusted partner for financial advisory and accounting needs.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookeeping for Nonprofit
5.0 — Mark B Lackie, PC provides accounting and bookkeeping services to a nonprofit organization. He refined the accounting process and helped deliver the client's reporting obligations for Read more
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Industry Experience

Mark B Lackie CPA has demonstrated expertise primarily in the nonprofit and media sectors, receiving positive feedback for his thoroughness in handling accounting and bookkeeping tasks crucial for transparency and accountability. Clients appreciate his personalized service, responsiveness, and ability to meet deadlines, particularly regarding IRS 990 tax filings. The overall sentiment is highly favorable, especially for organizations that prioritize financial clarity and integrity in their operations.
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Media

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Mark B Lackie CPA is recognized for providing exceptional value for money, with clients noting that services cost less than $5,000 for comprehensive accounting support. One client highlighted Mark's ability to secure better deals for QuickBooks, enhancing overall cost-effectiveness. The sentiment is overwhelmingly positive, with clients appreciating his personalized service, responsiveness, and commitment to transparency, further reinforcing the belief that he offers significant value for the investment made.
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dbooks bookkeeping services

5.0 1 review

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

100% Accounting

dbooks bookkeeping services is a specialized firm offering comprehensive bookkeeping and financial reporting solutions. With 100% positive feedback from clients, they are praised for their meticulous attention to detail and efficiency in financial management, particularly in bookkeeping and tax filing. Clients appreciate their organized communication methods and strategic financial insights, highlighting their capacity to support business growth and expansion effectively.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping Services for Robotics & Engineering School
5.0 — dbooks bookkeeping services does bookkeeping using QuickBooks. The team tracks income and expenses to create P&L statements and financial reports. They've also helped the client set up Read more
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Industry Experience

dbooks bookkeeping services has demonstrated expertise primarily in the design industry, particularly with small businesses like Brooklyn Robot Foundry. Clients commend their meticulous attention to detail, timely tax filing, and strategic financial consultation, especially regarding franchising. Overall sentiment is highly positive, highlighting dbooks' ability to foster organizational confidence and growth through effective bookkeeping solutions. Potential clients in the design sector seeking reliable and knowledgeable bookkeeping support would find dbooks to be an excellent match.
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Design

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with dbooks bookkeeping services, citing their annual retainer of $23,000 as a worthwhile investment. One client noted that dbooks' meticulous attention to detail and organizational skills have significantly improved their financial management. They appreciate timely tax filings and the strategic freedom gained by entrusting bookkeeping to a competent team. Overall, the sentiment reflects strong value for money, with clients recommending dbooks for small businesses seeking reliable financial oversight.
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Brilliant Solutions Group, Inc.

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Chicago, IL

Services provided

100% Accounting

Brilliant Solutions Group, Inc. is an accounting services firm specializing in financial software implementation and training, particularly QuickBooks. Clients praise their knowledge, attentiveness, and thoroughness, though some suggest improving delivery speed. Approximately 80% of feedback highlights their effective training and financial organization capabilities, underscoring their expertise in bookkeeping and financial reporting.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Marketing & Advertising Agency
5.0 — Brilliant Solutions Group, Inc. provides a mobile app advertising and marketing firm with QuickBooks accounting services. They analyze and categorize the client’s financials and provide software Read more
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Industry Experience

Brilliant Solutions Group, Inc. has received positive feedback particularly from the Advertising & Marketing industry, where they provided accounting consulting and QuickBooks training. Clients noted their expertise, attention to detail, and effective project management, contributing to a well-organized financial foundation. The overall sentiment is favorable within this sector, indicating that they are a strong fit for companies seeking thorough accounting support and training.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Brilliant Solutions Group, Inc. as providing good value for money, with one client noting a $10,000 investment yielding a well-organized QuickBooks setup and effective training for their team. The company's knowledgeable and attentive approach is highlighted as a key strength, although some clients suggest that enhancing product delivery speed could improve overall satisfaction. Overall, the sentiment reflects a positive view of the company's cost-effectiveness relative to the services rendered.
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Aims LLC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Bowie, MD

Services provided

100% Accounting

Aims LLC is an accounting services company specializing in tax preparation, financial advisory, and financial reporting. Clients appreciate their expertise in federal accounting and tax advantages, with 100% of reviewers highlighting their strong project management and IT software skills. While some suggest expanding their team, feedback is overwhelmingly positive regarding their tax optimization strategies.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Training & Coaching Company
5.0 — A training and coaching company engaged with Aims LLC for their accounting services. They start every project with a profile assessment to determine if their services are fit for the client's Read more
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Industry Experience

Aims LLC has received positive feedback primarily within the business services industry, showcasing their expertise in accounting and financial services. Clients commend their project management, federal accounting knowledge, and ability to optimize tax advantages, particularly for mergers and acquisitions. Overall sentiment indicates strong satisfaction with Aims LLC’s capabilities, making them a suitable choice for businesses seeking reliable accounting support.
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Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed positive sentiments regarding Aims LLC's cost-effectiveness, noting the investment range of $5,000–$15,000 for comprehensive accounting services. Feedback highlights their excellent project management and ability to maximize tax advantages, reinforcing the value for money provided. One client emphasized the firm's proficiency in federal accounting and tax strategies, recommending Aims LLC for businesses seeking accounting expertise. Overall, clients perceive Aims LLC as delivering strong value relative to their pricing.
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Worley Accounting

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Christiansburg, VA

Services provided

100% Accounting

Worley Accounting is an accounting services company specializing in tax preparation, financial planning, bookkeeping, and payroll for small businesses. The reviews highlight a 100% satisfaction rate, emphasizing Robert's exceptional communication, educational approach, and timely tax filing. Clients appreciate the personalized service and valuable tax strategies provided.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Financial Planning for Financial Advising Agency
5.0 — Worley Accounting prepares taxes and provides other financial planning services for a financial advising agency. They advise on the client’s income and asset structure and help with bookkeeping Read more
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Industry Experience

Worley Accounting has received positive feedback predominantly from clients in the financial services sector. Clients commend their expertise in tax preparation, financial planning, and bookkeeping, highlighting their structured tax strategies and personalized communication. The provider's strengths lie in their responsiveness and ability to simplify complex financial topics. Overall sentiment reflects strong satisfaction, particularly for small businesses seeking comprehensive financial guidance.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express high satisfaction with Worley Accounting's cost-effectiveness, noting that services provided for approximately $600 have significantly improved their tax strategy and financial management. One client highlighted the exceptional value of personalized attention and education received from Robert, the founder, emphasizing that the investment has saved them time and maximized financial opportunities. Overall, the feedback reflects a strong sentiment of value for money and effective communication.
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Delmarva CFO LLC

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Lewes, DE

Services provided

35% Accounting

35% IT Managed Services

20% Finance & Accounting Outsourcing (FAO) +1 service

10% IT Strategy Consulting

Delmarva CFO LLC is an IT managed services company. Launched in 2021, the company offers IT managed services and Accounting.
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Xecutive Drive

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Port St. Lucie, FL

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% Business Consulting

Xecutive Drive, a small Finance & Accounting Outsourcing (FAO) company, is located in Port St. Lucie, Florida. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Accrulyn Financial Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Torrance, CA

Services provided

35% Accounting

15% Compliance Consulting

15% Finance & Accounting Outsourcing (FAO) +3 services

15% Financial Advising & Planning

15% Financial Consulting

5% Fractional CFO Services

Accrulyn Financial Services is a small Accounting company based in Torrance, California. Their services include Accounting and Financial Advising & Planning.
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AccMan Consultancy

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Jersey City, NJ

Services provided

35% Accounting

20% Finance & Accounting Outsourcing (FAO)

20% Financial Advising & Planning +3 services

10% Account-Based Marketing

10% Fractional CFO Services

5% Fractional CMO Services

Accounting company AccMan Consultancy was established in 2018. The company specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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Profitwave360 LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Alexandria, VA

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% Financial Consulting

Profitwave360 LLC, a Finance & Accounting Outsourcing (FAO) company, is located in Alexandria, Virginia. They provide Finance & Accounting Outsourcing (FAO) and Accounting.
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Triumph Solutions

5.0 1 review

$1,000+

$25 - $49 / hr

10 - 49

Hollywood, FL

Services provided

30% Accounting

20% Sales Outsourcing

15% Digital Strategy +3 services

15% Finance & Accounting Outsourcing (FAO)

10% Business Consulting

10% Financial Consulting

Triumph Solutions offers a broad range of services for business owners, executives, and independent professionals. We are professional and experienced SERVICES FOR INDIVIDUALS You get one-on-one
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First Choice Insurance - Premier Group Insurance

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Aurora, CO

Services provided

30% Accounting

30% Insurance Services & Brokers

20% Litigation Support Services +1 service

20% Tax Law

First Choice Insurance - Premier Group Insurance, an Accounting company, provide Accounting and Insurance Services & Brokers. They were founded in 2015.
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Vedic remedy

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Folsom, CA

Services provided

30% Accounting

40% Business Consulting

30% Media & Entertainment Law

Launched in 2025, Vedic remedy is a small Folsom, California-based Business Consulting company. Their team focuses on Business Consulting and Accounting.
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Litrivis CPA PLLC

Not yet reviewed

$1,000+

$150 - $199 / hr

10 - 49

Nyack, NY

Services provided

30% Accounting

30% Financial Advising & Planning

10% Business Valuation Services +3 services

10% Commercial Financing

10% Financial Consulting

10% Funding & Investment

Litrivis CPA PLLC is an Accounting company. Their small team of employees is based in Nyack, New York. Their team provides Accounting and Financial Advising & Planning.
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Dermody Burke & Brown, CPAs, LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Syracuse, NY

Services provided

45% Accounting

15% HR Consulting

15% IT Managed Services +2 services

15% Marketing Strategy

10% Market Research

Dermody Burke & Brown, CPAs, LLC is an Accounting company launched in 1956. The midsize team offers Accounting and IT managed services.
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Barr Advanced Tax Solutions

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Southlake, TX

Services provided

25% Accounting

25% Financial Advising & Planning

25% Financial Consulting +1 service

25% Tax Law

Barr Advanced Tax Solutions, an Accounting company, is in Southlake, Texas. Their services include Accounting and Financial Advising & Planning.
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Trademark Essence

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Miami, FL

Services provided

25% Accounting

25% Business Consulting

25% Fractional CFO Services +1 service

25% Intellectual Property Law

Business Consulting company Trademark Essence is headquartered in Miami, Florida. Their services include Business Consulting and Accounting.
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Edge RCM

Not yet reviewed

$1,000+

$50 - $99 / hr

50 - 249

Hagerstown, MD

Services provided

25% Accounting

25% Business Continuity Management

25% Business Valuation Services +1 service

25% Compliance Consulting

Launched in 2023, Edge RCM is an Accounting company. Headquartered in Hagerstown, Maryland, the team offers Accounting and Business Valuation Services.
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Camuso CPA

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Charlotte, NC

Services provided

50% Accounting

50% Financial Advising & Planning

Camuso CPA is an accounting services firm specializing in bookkeeping, financial reporting, and outsourced CFO services. The company receives 100% positive feedback, with clients highlighting their proficiency in understanding complex e-commerce environments and enhancing profitability. The firm's exceptional project management and tailored financial advisory services are consistently praised by clients.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Online Bracelets & Accessories Store
5.0 — Camuso CPA PLLC provides accounting services for an online accessories store. The team’s work involves discussing the business’ profit and loss management and figuring out ways to improve the Read more
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Industry Experience

Camuso CPA PLLC has received positive feedback primarily from clients in the retail and e-commerce sectors. The firm is praised for its expertise in outsourced CFO services, enhancing profitability, and adapting accounting practices to unique business needs. Clients appreciate the timely communication and comprehensive support provided by the team. Overall sentiment indicates a strong fit for businesses in the retail and e-commerce industries, highlighting Camuso's strengths in financial management and strategic insights.
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Select Industry to see insights

Retail

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed strong satisfaction with Camuso CPA PLLC's pricing and value, noting that their investment of approximately $1,100 per month has resulted in increased profitability and better financial understanding. One client highlighted the firm's excellent communication and project management, stating that they have seen significant ROI from their services. Overall, feedback indicates that the cost is justified by the quality and impact of the services provided, particularly for e-commerce businesses.
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Fintechzoom Pro

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Conway, AR

Services provided

20% Accounting

20% Business Consulting

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Funding & Investment

Founded in 2008, Fintechzoom Pro is a Business Consulting company. Their team focuses on Business Consulting and Accounting.
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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.

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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.

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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