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 Easy to work with
Clients consistently highlight George Dimov, CPA as exceptionally easy to work with. Feedback emphasizes their responsiveness, professionalism, and supportive nature. One client noted, 'It's impressive how easy it is to work with George Dimov, CPA,' while another remarked on the 'healthy, reliable, and solution-oriented' communication. Overall, the sentiment is overwhelmingly positive, with clients feeling supported and valued throughout their engagements.-
Accounting, Bookkeeping & Tax Filing for SEO Services Co
5.0 Jul 12, 2024It'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 for Financial Management Company
5.0 Apr 12, 2021It is very easy to work with George Dimov CPA. Communication flow is healthy, reliable, and solution-orientated. They provide many avenues of communication and are easy to contact and quick to respond.
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13 of 14 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 14 ReviewsAccounting 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 moreWas 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.
1 of 2 reviews are 5 stars2 new reviews for Accounting servicesUnknown avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent 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.Was this helpful?
3 of 4 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsUnknown avg. project costRead 4 ReviewsAccounting 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 moreWas 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?
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UndisclosedUndisclosed2 - 9Katy, TX
Services provided
25% Accounting50% Financial Consulting25% Financial Advising & PlanningKaty Tax Advisor is a small Katy, Texas-based Financial Consulting company. Their services include Financial Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Smithfield, UT
Services provided
25% Accounting25% Commercial Financing25% Financial Advising & Planning +1 service25% Financial ConsultingStapley Accounting, a Commercial Financing company, is based in Smithfield, Utah. They provide Commercial Financing and Accounting.
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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?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
$1,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
60% Accounting20% Business Valuation Services20% Fractional CFO ServicesSee all 3 projects<p>Watter CPA is your trusted partner in accounting and advisory services. Located in Rockville, Maryland, we have been serving clients across various industries since 1988. Our firm, founded
Read more$1,000+$150 - $199 / hr10 - 49Serves United StatesServices provided
25% Accounting25% Finance & Accounting Outsourcing (FAO)20% Fractional CFO Services +3 services10% Back Office Outsourcing10% Business Consulting10% Financial ConsultingSee all 10 projectsZenbooks is a comprehensive accounting services company specializing in bookkeeping, tax preparation, financial advisory, and CPA services. The company is highly praised for its responsiveness, knowledge, and alignment with client values, with approximately 90% of reviews highlighting their professionalism and timely delivery. Some clients mentioned a need for improved project tracking and more tailored pricing solutions.
Reviews mention Communicative
The feedback regarding Zenbooks highlights a strong sentiment towards their communication skills. Clients noted 'great communication and availability,' as well as their politeness and knowledgeability. However, there was a suggestion for improvement in staffing, specifically the need for more French-speaking personnel to enhance communication with Quebec companies. Overall, the sentiment is positive, indicating that clients appreciate the responsiveness and clarity of communication from Zenbooks.-
Accounting Services for Sports Association
3.5 Mar 24, 2026Good project management. Delivered on time. Need more French staff to communicate with QC companies. Great communication and availability. They are polite and knowledgeable.
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6 of 7 reviews are 5 stars7 new reviews for Accounting servicesLess than $10,000 avg. project costRead 7 Recent ReviewsReviewed 7 times in the past 6 months
In 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.Was this helpful?
Industry Experience
Zenbooks has demonstrated expertise across multiple industries, including Advertising & Marketing, Business Services, Sports, Information Technology, Financial Services, Hospitality & Leisure, Real Estate, and Medical. Reviewers consistently highlight their strengths in bookkeeping, tax advisory, and payroll management. Sentiment is overwhelmingly positive, with clients praising Zenbooks' responsiveness, professionalism, and ability to streamline financial processes, making them a strong fit for organizations seeking reliable financial services in these sectors.
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Consulting Real estate Information technology Hospitality & leisure Financial services Sports Business services Advertising & marketing MedicalWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Zenbooks' competitive pricing and exceptional value for money. Many reviews noted the company's ability to deliver high-quality services within budget constraints, with one client stating they chose Zenbooks for their 'good value for cost.' Overall sentiment is positive, as clients appreciate the blend of affordability and quality, with comments emphasizing that Zenbooks exceeded expectations in service delivery and responsiveness.Was this helpful?
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$25,000+$25 - $49 / hr2 - 9Sheridan, WY
Services provided
10% Accounting24% IT Staff Augmentation15% Back Office Outsourcing +4 services15% Business Consulting12% E-Commerce Development12% Mobile App Development12% Web DevelopmentHeadquartered in Sheridan, Wyoming and Vadodara, India, Prexel is a small IT staff augmentation company. The team offers IT staff augmentation and Business Consulting.
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UndisclosedUndisclosed10 - 49Glendale, AZ
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsSeely, Mullins & Associates, P.C. is an accounting services firm specializing in tax preparation, financial consulting, and business auditing. Reviews highlight their responsiveness and accuracy, with clients noting their expertise in navigating complex financial structures. While pricing has increased, clients appreciate the value and strong relationships, with 100% expressing satisfaction with their services.
0 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting, Tax Prep & Payroll for Public Safety Company
4.5 — Seely, Mullins & Associates provide tax and financial consultancy services to the client’s business. This includes collaborating with other vendors including a tax attorney and 401K Read moreWas this helpful?
Industry Experience
Seely, Mullins & Associates, P.C. has demonstrated expertise primarily in the Other Industry, focusing on tax preparation and financial consulting. Clients highlight their strong responsiveness, accuracy, and ability to navigate complex financial situations, such as business structure changes and compliance. Overall sentiment is positive, indicating that businesses seeking reliable financial guidance and personalized service may find this provider a suitable match.
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Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Seely, Mullins & Associates, P.C. as providing strong value for money despite some concerns regarding rising costs. One client noted, 'Although they may not be the most affordable option, you get what you pay for,' emphasizing the importance of a solid relationship and quality advice. Another client mentioned that their services saved significant time and money, reinforcing the notion that the investment is justified by the benefits received.Was this helpful?
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$5,000+$25 - $49 / hr250 - 999San Ramon, CA
Services provided
10% Accounting10% Advertising10% Custom Software Development +7 services10% E-Commerce Development10% Graphic Design10% IT Managed Services10% IT Strategy Consulting10% Search Engine Optimization10% Social Media Marketing10% Web DesignHeadquartered in San Ramon, California and Reading , England, Synverse is an Accounting company. They specialize in Accounting and Advertising.
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$1,000+$25 - $49 / hr10 - 49Columbus, OH
Services provided
50% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO)Parms + Company, LLC is an Accounting company. Located in Columbus, Ohio, their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Colorado Springs, CO
Services provided
50% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO)BiggsKofford is an Accounting company. They are in Colorado Springs, Colorado, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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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.
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?
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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ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
UndisclosedUndisclosed2 - 9Serves United StatesServices provided
100% AccountingSee all 2 projectsWasserman Accounting CPA is a professional accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and business auditing. The reviews indicate a strong focus on reliability, compliance, and clear communication, with 100% of reviewers noting their impressive project management and responsiveness. Clients appreciate their proactive approach to financial statement preparation and tax planning.
Reviews mention Well-organized projects
Clients consistently commend Wasserman Accounting for their well-organized project management and clear communication. One client highlighted their 'perfect' project management, noting timely delivery of monthly books and financial statements with minimal corrections. Another emphasized the firm's reliability in meeting statutory deadlines and maintaining accurate financial records. Overall, the sentiment is overwhelmingly positive, with clients appreciating the structured approach that ensures compliance and smooth operations.-
Accounting Services for Digital Marketing Agency
5.0 Dec 1, 2025Their project management was steady. Most core items were delivered on time, and statutory deadlines were met. Communication was generally clear, and they responded to my needs when asked. They provided updates when required and handled tasks in a reliable, organised way.
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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 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?
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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UndisclosedUndisclosed10 - 49Houston, TX
Services provided
50% Accounting50% HR ConsultingL.K. Jordan & Associates is an Accounting and HR Consulting company headquartered in Houston, Texas. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
50% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO)Faulkner Mackie & Cochran, P.C. Is a small Nashville, Tennessee-based Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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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 Helpful
The sentiment regarding Appletree Business Services is overwhelmingly positive, with clients highlighting their helpfulness and professionalism. Notable feedback includes a client's appreciation for Diane's proactive attitude and expertise during a complex bookkeeping transition, and another client's praise for Wendy and Abigail's ability to simplify tax processes, saving them money. Clients consistently noted the team's responsiveness and dedication to their success, emphasizing a personal touch that differentiates Appletree from other firms.-
Acccounting Services for Industrial Machinery Manufacturer
5.0 Nov 6, 2023The team is always very fast to respond to requests. We are navigating a complex business that has been around for almost 30 years. There 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 Digital Training Company
5.0 Jul 19, 2023The entire team is dedicated, focused, and endlessly helpful, and I can't say enough about Allen—he approaches our business and financials as if they were his own, constantly looking for new ways to help us view our financials and find new insights, as well as find opportunities and help us make the best decisions. I'm so happy and, frankly, relieved to have this team in our corner and be able to rely on their expertise.
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Accounting Services for Digital Marketing Agnecy
5.0 Jan 26, 2023Appletree Business Services has familiarized themselves with our business. They’re knowledgeable, intelligent, and personable partners. Additionally, they’re great people who are willing to go above and beyond the scope of work to help us. For example, they’ve been gracious enough to answer our questions, and we've leveraged their expertise to help us make business decisions.
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Accounting Services for Residential Remodeling Company
5.0 Jan 25, 2023Appletree Business Services saves us a lot of time in bookkeeping; they’re a huge help. Before them, I spent 12 hours a week doing paperwork and taxes. We have a biweekly Zoom meeting to review our numbers and what’s coming up. They have a proprietary virtual platform where we can log in and upload or receive files. Moreover, they plan in advance and help us set our goals.
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Accounting Services for Electrical Services Company
5.0 Jul 25, 2025The team at Appletree encountered unexpected hurdles with our company and finances, but they tackled it head on and helped ensure that we were set up for success. Diane was especially knowledgeable and extremely professional and helpful. She responded with a positive and proactive attitude, and I've learned a lot working with her. They provide a very professional, yet very practical approach to their services. They are also very direct with their input and recommendations, which is extremely helpful.
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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.
Read All ReviewsSelect Industry to see insights
Advertising & marketing Construction Other Industry Business services Home Services Financial services Manufacturing Hospitality & leisure Wellness & Fitness Real estate DesignWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Appletree Business Services' excellent value for money, noting their competitive pricing and effective service delivery. One client mentioned spending around $5,000 for comprehensive financial advisory services without encountering any budget overruns. Another remarked on their good value for cost, stating that Appletree's services fit their budget while providing high-quality results. Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance between cost and the quality of service provided.Was this helpful?
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UndisclosedUndisclosed10 - 49Boulder, CO
Services provided
50% Accounting50% HR ConsultingHRMS Solutions, Inc. Is an Accounting and HR Consulting company established in 2003. In Boulder, Colorado, the team offers Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Dothan, AL
Services provided
50% Accounting30% Recruiting20% HR ConsultingPRemployer is an Accounting company. The team focuses on Accounting and Recruiting, and the company is headquartered in Dothan, Alabama.
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UndisclosedUndisclosed10 - 49Mobile, AL
Services provided
50% Accounting50% Business ConsultingLaunched in 1987, Russell Thompson Butler & Houston, LLP is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ontario, CA
Services provided
50% Accounting50% RecruitingArena Staffing is an Ontario, California-based Accounting and Recruiting company. Their services include Accounting and Recruiting.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
50% Accounting50% HR ConsultingHuman Elements, an Accounting and HR Consulting company, was founded in 2009. The team provides Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Rochester, MI
Services provided
50% Accounting50% HR ConsultingEmployees only, an Accounting and HR Consulting company, was founded in 1996. Based in Rochester, Michigan, the team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Tempe, AZ
Services provided
50% Accounting13% HR Outsourcing13% Staffing +2 services12% HR Consulting12% PEO/Employee LeasingIn Tempe, Arizona, ManageStaff, Inc is an Accounting company. Established in 1998, the team offers Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Phoenix, AZ
Services provided
50% Accounting30% PEO/Employee Leasing20% HR ConsultingAccounting company Sunwest Employer Services is headquartered in Phoenix, Arizona. Their services include Accounting and PEO/Employee Leasing.
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UndisclosedUndisclosed10 - 49Tucson, AZ
Services provided
50% Accounting25% HR Consulting25% PEO/Employee LeasingAccounting company Focus HR, Inc. Is in Tucson, Arizona. They specialize in Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Phoenix, AZ
Services provided
50% Accounting13% HR Consulting13% HR Outsourcing +2 services12% PEO/Employee Leasing12% RecruitingCreative Business Resources is an Accounting company. Located in Phoenix, Arizona, their small team specializes in Accounting and HR Consulting. The firm was established in 1998.
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UndisclosedUndisclosed10 - 49Boise, ID
Services provided
50% Accounting50% HR ConsultingAtaraxis, Inc. Is an Accounting and HR Consulting company. The company is headquartered in Boise, Idaho. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Greenville, SC
Services provided
50% Accounting50% Business ConsultingMontgomery & Company, CPAs is an Accounting and Business Consulting company. The agency is based in Greenville, South Carolina. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49The Woodlands, TX
Services provided
50% Accounting50% HR ConsultingAlliance Payroll Services is an Accounting and HR Consulting company. The The Woodlands, Texas-based firm offers Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingKim & Lee, LLP is an Accounting and Business Consulting company founded in 1972. The firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingLaunched in 1977, Quigley & Miron is an Accounting and Business Consulting company. The team offers Accounting and Business Consulting and is in Los Angeles, California.
Read more -
UndisclosedUndisclosed10 - 49Fargo, ND
Services provided
50% Accounting50% HR OutsourcingAccounting and HR Outsourcing company PRO Resources is in Fargo, North Dakota. Their services include Accounting and HR Outsourcing.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingABL CPA is an Accounting and Business Consulting company. They were founded in 2017, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Clearfield, UT
Services provided
50% Accounting50% Business ConsultingAdams & Petersen CPAs is a small Clearfield, Utah-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bountiful, UT
Services provided
50% Accounting50% Business ConsultingBangerter, Lund & Associates is a small Accounting and Business Consulting company located in Bountiful, Utah. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Cedar City, UT
Services provided
50% Accounting50% Business ConsultingKOHLER & EYRE is an Accounting and Business Consulting company. Their small team is in Cedar City, Utah. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Provo, UT
Services provided
50% Accounting50% Business ConsultingGilbert & Stewart, CPAs is an Accounting and Business Consulting company. Based in Provo, Utah, the company was launched in 1973. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Boston, MA
Services provided
50% Accounting25% Business Consulting25% Business Valuation ServicesWilliamsMarston LLC is an Accounting company. Founded in 2014, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
Services provided
50% Accounting50% BlockchainBakkt, an Accounting and Blockchain company, was founded in 2018. The small team focuses on Accounting and Blockchain.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingPayrollCentric is a small Los Angeles, California-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingAccounting and Business Consulting company Entertainment Media Specialists INC. Is based in Los Angeles, California. They offer Accounting and Business Consulting and were founded in 2006.
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UndisclosedUndisclosed10 - 49Reno, NV
Services provided
50% Accounting50% HR ConsultingClark & Associates of Nevada, Inc. Is an Accounting and HR Consulting company. They are based in Reno, Nevada, and their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Memphis, TN
Services provided
50% Accounting50% Commercial FinancingFounded in 2013, Jernigan Capital, Inc. Is a small Memphis, Tennessee-based Accounting and Commercial Financing company. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Albuquerque, NM
Services provided
50% Accounting25% Finance & Accounting Outsourcing (FAO)10% HR Consulting +2 services10% Staffing5% RecruitingPayroll Company is an Accounting company. Their small team is in Albuquerque, New Mexico. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Kansas City, MO
Services provided
50% Accounting50% Business ConsultingLSCV CPA's CP, an Accounting and Business Consulting company, is based in Kansas City, Missouri. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Leesburg, VA
Services provided
50% Accounting50% Commercial FinancingLaunched in 1960, Berg Faircloth & Company is an Accounting and Commercial Financing company. The small team focuses on Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Knoxville, TN
Services provided
50% Accounting50% Business ConsultingStrategic Consulting Solutions is an Accounting and Business Consulting company. The company is headquartered in Knoxville, Tennessee. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hialeah, FL
Services provided
50% Accounting30% Business Consulting20% Finance & Accounting Outsourcing (FAO)All Accounting Services is an Accounting company. The Hialeah, Florida-based agency was launched in 1989. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Birmingham, AL
Services provided
50% Accounting50% Business ConsultingBorland Benefield, P.C. Is an Accounting and Business Consulting company. They provide Accounting and Business Consulting and were established in 1922.
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UndisclosedUndisclosed10 - 49Leawood, KS
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)Founded in 1988, Ifft & Co. PA is an Accounting and Finance & Accounting Outsourcing (FAO) company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is in Leawood,
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UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
50% Accounting25% Finance & Accounting Outsourcing (FAO)15% Business Consulting +1 service10% Financial ConsultingGreenwalt CPAs is a small Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 1945.
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UndisclosedUndisclosed10 - 49Springfield, MO
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)The Whitlock Company, an Accounting and Finance & Accounting Outsourcing (FAO) company, was founded in 1913. The company specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Bartlett, IL
Services provided
50% Accounting50% Business ConsultingROI Business Services, LLC is an Accounting and Business Consulting company. They offer Accounting and Business Consulting and are in Bartlett, Illinois.
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UndisclosedUndisclosed10 - 49Stamford, CT
Services provided
50% Accounting50% Business ConsultingPay USA Inc. Is an Accounting and Business Consulting company. Their team is located in Stamford, Connecticut. The firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49St. Peters, MO
Services provided
50% Accounting50% HR ConsultingHuman Resource Staffing is a small Accounting and HR Consulting company in St. Peters, Missouri and St. Louis, Missouri. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
Services provided
50% Accounting25% Business Consulting25% IT Strategy ConsultingVegas CPA Group, LLC is an Accounting company. The Las Vegas, Nevada-based firm offers Accounting and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
Services provided
50% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO)Fricke & Associates, P.C. Is an Accounting company. Their team is in Atlanta, Georgia and Norcross, Georgia and offers Accounting and Finance & Accounting Outsourcing (FAO).
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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.
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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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