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
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Featured
What are Featured Providers?
UndisclosedUndisclosed50 - 249Serves United StatesServices provided
See all 31 projects1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.
Undisclosed$200 - $300 / hr10 - 49Serves United StatesServices provided
See all 36 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.
$1,000+Undisclosed50 - 249Serves United StatesServices provided
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.
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UndisclosedUndisclosed250 - 999Riverside, CA
Services provided
Connect Staffing, Inc, a Staffing company, was founded in 2012. The team offers Staffing and Recruiting and is in Riverside, California.
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UndisclosedUndisclosed250 - 999Indianapolis, IN
Services provided
CSCI Consulting, a Business Consulting company, is headquartered in Indianapolis, Indiana. Founded in 2002, the team provides Business Consulting and Accounting.
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Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Serves United StatesServices provided
See 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.
$1,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
See 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
See 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.
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UndisclosedUndisclosed250 - 999San Francisco, CA
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M Squared Consulting, a Business Consulting company, offer Business Consulting and Finance & Accounting Outsourcing (FAO). They were launched in 1988.
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UndisclosedUndisclosed250 - 999Theodore, AL
Services provided
Sirius Technical Services, a midsize Staffing company, is in Theodore, Alabama. The team focuses on Staffing and Recruiting.
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UndisclosedUndisclosed250 - 999Braintree, MA
Services provided
Peabody Properties, Inc. Is a Commercial Brokerage Services company established in 1976. Their services include Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed250 - 999Huntsville, AL
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Recruiting company Moseley Technical Services, Inc. Is located in Huntsville, Alabama. Their services include Recruiting and HR Consulting.
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UndisclosedUndisclosed250 - 999Lowell, AR
Services provided
Central Research, Inc. Is an Accounting company. Their midsize team of employees is located in Lowell, Arkansas. Their team specializes in Accounting and Call Center Services.
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Featured
What are Featured Providers?
$25,000+Undisclosed250 - 999Serves United StatesServices provided
See 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.
UndisclosedUndisclosed10 - 49Serves United StatesServices provided
See 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.
UndisclosedUndisclosed2 - 9Serves United StatesServices provided
See 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.
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UndisclosedUndisclosed250 - 999Ridgefield, CT
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OfficePartners360 is a midsize answering service. They provide Call Center Services and Custom Software Development and were launched in 2006.
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UndisclosedUndisclosed250 - 999Minneapolis, MN
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See all 1 projectsWealth Enhancement Group offers comprehensive financial services, including CPA, Financial Reporting, and Financial Analysis. The reviews highlight their individual client attention, strategic financial advice, and effective money management. Overall, the feedback is positive, emphasizing their strong communication and client outcomes, although it notes limited options for local assessors.
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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Serves United StatesServices provided
See 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.
$1,000+Undisclosed10 - 49Serves United StatesServices provided
See 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.
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UndisclosedUndisclosed250 - 999New York, NY
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Geller is a midsize Accounting company launched in 1984. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999Duncan, SC
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Established in 1977, HKA Enterprises is an Accounting company. The company specializes in Accounting and Staffing, and is midsize.
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UndisclosedUndisclosed250 - 999Houston, TX
Services provided
Arthur Lawrence is a Business Consulting company. They are in Watford, England and Houston, Texas, and their services include Business Consulting and Accounting.
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UndisclosedUndisclosed250 - 999Tampa, FL
Services provided
Zenith American Solutions is a Back Office Outsourcing company in Tampa, Florida and San Francisco, California. The team specializes in Back Office Outsourcing and Accounting.
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$5,000+< $25 / hr50 - 249Brooklyn, NY
Services provided
See all 6 projectsAcgile is a comprehensive accounting services firm with expertise in bookkeeping, financial reporting, and audit services. The company consistently receives positive feedback, with clients praising their on-time delivery, responsiveness, and reliability. Approximately 95% of reviews highlight their efficiency in improving financial processes and ensuring compliance, although some suggest a focus on continuous improvement for innovation.
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UndisclosedUndisclosed2 - 9Concord, MA
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Headquartered in Concord, Massachusetts, RoadmapMetrics Inc. Is a Business Consulting company. They offer Business Consulting and Application Management & Support.
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UndisclosedUndisclosed2 - 9Spring, TX
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Re-Vision Management Consulting, LLC is a Business Consulting company. Based in Spring, Texas, the firm focuses on Business Consulting and other IT consulting and SI.
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$10,000+$100 - $149 / hr2 - 9Lee's Summit, MO
Services provided
Watchdog Advisory is an Advertising company. The team is located in Lee's Summit, Missouri, and their services include Advertising and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Wilmington, DE
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Accounting company North Quest Solutions is based in Wilmington, Delaware. They focus on Accounting and Financial Advising & Planning and were founded in 2021.
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UndisclosedUndisclosed50 - 249Hartford, FL
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BlumShapiro is a Hartford, Florida-based Accounting company. The team offers Accounting and Cybersecurity.
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UndisclosedUndisclosed50 - 249Providence, RI
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KLR is a midsize Providence, Rhode Island-based Accounting company. Their services include Accounting and Web Design.
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UndisclosedUndisclosed50 - 249Chicago, IL
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Headquartered in Chicago, Illinois, Resolution Economics is a Business Consulting company. The team specializes in Business Consulting and HR Consulting.
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UndisclosedUndisclosed50 - 249Plattsburgh, NY
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Founded in 2008, Triton Benefits and HR Solutions is a HR Consulting company. The team focuses on HR Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Denver, CO
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Founded in 2006, Employers Edge is a midsize HR Consulting company. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Hillsboro, OR
Services provided
Founded in 2012, Cinder Staffing, a midsize Staffing company, is located in Hillsboro, Oregon. Their team provides Staffing and Accounting.
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UndisclosedUndisclosed50 - 249Houston, TX
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Midsize Business Consulting company DRDA, PLLC, is in Houston, Texas. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Las Vegas, NV
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HR Consulting company AdvanStaff HR is based in Las Vegas, Nevada. They specialize in HR Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Roseville, MN
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Dahl Consulting, a Recruiting company, provides Recruiting and HR Consulting. The company is based in Roseville, Minnesota.
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UndisclosedUndisclosed50 - 249Boston, MA
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Aite Group is a Market Research company. Launched in 2005, their team provides Market Research and Accounting.
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UndisclosedUndisclosed50 - 249Salina, KS
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K·Coe Isom is a midsize Accounting company located in Salina, Kansas. The team provides Accounting and IT strategy consulting.
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UndisclosedUndisclosed50 - 249Lansing, MI
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Located in Lansing, Michigan, Maner Costerisan is a midsize Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Union City, CA
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Carson Consulting Corp is a midsize Union City, California-based Accounting company. The team provides Accounting and Staffing.
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UndisclosedUndisclosed50 - 249Alexandria, VA
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Halt, Buzas & Powell, a Finance & Accounting Outsourcing (FAO) company, is based in Alexandria, Virginia. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Rockville, MD
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Business Consulting company TFC Consulting, Inc. Is headquartered in Rockville, Maryland. They focus on Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Virginia Beach, VA
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Prevailance, Inc. Is a Virginia Beach, Virginia-based Corporate Training & Coaching company. Founded in 2005, the team offers Corporate Training & Coaching and Accounting.
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UndisclosedUndisclosed50 - 249Houston, TX
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AlliantTalent is a midsize Business Valuation Services company founded in 2019. Their services include Business Valuation Services and Accounting.
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UndisclosedUndisclosed50 - 249Bellingham, WA
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Midsize Accounting company VSH CPAs, is in Bellingham, Washington. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed50 - 249Tampa, FL
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Financial Advising & Planning company LCG Advisors offers Financial Advising & Planning and Business Valuation Services. They were launched in 2003.
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UndisclosedUndisclosed50 - 249Powell, OH
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Launched in 1992, Kaiser Consulting is an Accounting company. The team specializes in Accounting and Market Research.
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UndisclosedUndisclosed50 - 249Northbrook, IL
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Global Resources, LLC is a Business Consulting company. Their midsize team is based in Northbrook, Illinois and offers Business Consulting and Accounting. The company was established in 2011.
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UndisclosedUndisclosed50 - 249McDonough, GA
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Natson Hotel Group is a midsize Business Consulting company headquartered in McDonough, Georgia. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Scottsdale, AZ
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Webgility is an e-commerce development company established in 2007. The company specializes in E-Commerce Development and Accounting, and is midsize.
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$1,000+$25 - $49 / hr10 - 49San Diego, CA
Services provided
QuickBooks Cleanup Service – Accurate, Fast, and Reliable Financial Fix is an Accounting company. The San Diego, California-based agency was launched in 2004. Their services include Accounting.
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$1,000+$25 - $49 / hr10 - 49Houston, TX
Services provided
QuickBooks Consultant for Small Business is an Accounting company. They were launched in 2005, and their services include Accounting.
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$1,000+$25 - $49 / hr10 - 49San Diego, CA
Services provided
QuickBooks Customization Services by Esmart is an Accounting company. Founded in 2004, the team offers Accounting.
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UndisclosedUndisclosed250 - 999Miami, FL
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Midsize Accounting company MBAF, is in Miami, Florida. The team specializes in Accounting and Advertising.
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UndisclosedUndisclosed10 - 49Tampa, FL
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See all 1 projectsPuzzle HR is an HR consulting firm that was engaged to create handbooks, job descriptions, and compliance training. However, client feedback highlights serious issues with their professionalism and service delivery. Notably, 100% of the feedback was negative, citing unmet deadlines, poor communication, and lack of competence. Overall, clients express strong dissatisfaction and would not recommend Puzzle HR for consulting services.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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Aprio, an Accounting company, was established in 1952. The agency offers Accounting and Financial Consulting, and is midsize.
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UndisclosedUndisclosed2 - 9White Plains, NY
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Get Help Tax and Bookkeeping is an Accounting company. They offer Accounting and were established in 2017.
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UndisclosedUndisclosed250 - 999Tampa, FL
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Warren Averett is an Accounting company. Founded in 1972, the team provides Accounting.
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UndisclosedUndisclosed250 - 999Sparks Glencoe, MD
Services provided
SC&H Group is an Accounting company. Launched in 1991, the agency is located in Sparks Glencoe, Maryland. Their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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List of the Best United States Accountants
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37/40.017.4/20 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
Latest Accounting Articles
See all articles
5 Tips for Small Businesses Filing Their Taxes
Tax season is right around the corner — partnerships, LLCs, and S-Corporations are expected to file by March 14, 2024, while C-Corporations have until...
![How to Create a Budget for Accounting Services [With Template] cover image](https://img.shgstatic.com/clutch-static-prod/image/resize/715x400/s3fs-public/article/7dce8a5e1339227e397cf68f6f555f92.png)
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.