Which industries do U.S. accounting firms serve?

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.

How do I choose the right accounting agency in the U.S.?

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.

How much does it cost to hire an accounting firm in the U.S.?

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.

What are red flags when hiring a US accounting firm?

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.

Home Accounting United States

Top Accounting Firms in the United States

Q: Why hire a U.S.-based accounting agency?

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.

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: September 4, 2026

We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust

Featured

What are Featured Providers?
1-800Accountant

4.5 31 reviews

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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Reviews mention Knowledgeable
Clients express strong sentiment regarding the knowledgeability of 1-800Accountant, highlighting their expertise in tax management as particularly impressive. One client noted, 'We’re very impressed with their expertise and knowledge of tax management,' underscoring the value they provide in addressing complex tax queries. Overall, the feedback reflects a high level of satisfaction with the team's knowledge and responsiveness, contributing to the client's ongoing partnership with the firm.

Tax Management & Consultancy for Medical Dosimetry Provider

5.0 Jan 12, 2022

We’re very impressed with their expertise and knowledge of tax management.
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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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More responsive than most other service providers

1-800Accountant is very 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 a distinguished accounting services firm specializing in tax preparation, bookkeeping, financial reporting, and business auditing. With a high client satisfaction rate, approximately 90% of reviews highlight their problem-solving capabilities, responsiveness, and thorough approach. Clients commend their cost-effective services and ability to meet deadlines, although some note room for improvement in communication efficiency.

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Reviews mention Patient
Clients have consistently highlighted George Dimov, CPA's patience and courteousness in their interactions. One review specifically noted their 'patience, courteousness, and efficiency' as impressive qualities. Overall, the sentiment regarding patience is highly positive, indicating that clients appreciate the attentive and thorough approach taken by the firm, which fosters a supportive working relationship.

CPA Accounting Services for Media Production Company

4.5 Mar 10, 2021

We were impressed with their patience, courteousness, and efficiency.
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Industry Experience

George Dimov, CPA has demonstrated expertise across various industries, including Advertising & Marketing, Financial Services, Information Technology, and Business Services. Clients have praised their thoroughness and professionalism in tax filings, bookkeeping, and audits, noting strong communication and timely deliverables. However, feedback suggests issues with responsiveness in some projects, particularly in Consumer Goods Consulting. Overall, the firm is well-regarded for its impact in the Financial Services and Information Technology sectors, making it a suitable choice for clients seeking reliable accounting services.
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Real estate Financial services Consumer Products Construction Other Industry Information technology IT Services Arts, entertainment & music Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (6) $10,000 to $49,000 (6) $50,000 to $199,999 (3)

What Clients Have Said
Overall, clients have expressed mixed sentiments regarding the cost and value for money of George Dimov, CPA's services. While some reviews highlight good value and effective cost management, such as a client noting that pricing fit their budget and provided excellent returns, others criticized the quality of service post-engagement, indicating a drop in responsiveness and technical competence after payment. Clients appreciate transparent billing structures and fair rates, yet concerns about inconsistent communication and service delivery persist.
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More responsive than most other service providers

George Dimov, CPA is responsive
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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 a comprehensive accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and fractional CFO services. Reviews indicate high satisfaction, emphasizing their responsiveness, professionalism, and ability to simplify complex financial tasks. A significant 100% of reviewers praise their project management skills, communication, and the tangible financial insights provided, with no notable areas for improvement identified.

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Reviews mention Accessible
Clients consistently commend inDinero for their accessibility, noting the firm's commitment to being available and responsive throughout the engagement. One client highlighted that the team was 'always available to work with me,' facilitating effective communication and collaboration. This sentiment reflects a strong overall positive perception regarding inDinero's approachability and support, contributing to their reputation as a reliable partner in financial management.

Finance & Accounting Services for Software Development Firm

5.0 Mar 30, 2022

Our projects have been goal based and they've always been available to work with me.
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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
Indinero has received positive feedback regarding its cost-effectiveness and overall value. Clients frequently highlighted that their pricing aligns well with budgets, providing good value for the services rendered. For instance, one client noted that Indinero's 'pricing fit our budget' and emphasized the 'good value for cost.' Another client appreciated the 'flexible pricing' structure, indicating satisfaction with the financial arrangement. Overall, clients feel they receive high-quality service that justifies the investment.
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More responsive than most other service providers

indinero is very responsive
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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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CBIZ

5.0 1 review

$1,000+

$100 - $149 / hr

50 - 249

Boston, MA

Services provided

100% Accounting

CBIZ is an accounting services company specializing in bookkeeping, CPA, tax preparation, and financial planning. With a strong focus on client discipline and straightforward communication, 100% of reviewers express satisfaction with their project management and financial advisory capabilities, highlighting their effective use of QuickBooks and valuable forecasting solutions for staff-related financials.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Pediatrics Clinic
5.0 — A pediatrics clinic hired CBIZ as an upgrade from their previous financial services provider. Some of their tasks include bookkeeping, tax preparation, and financial planning. Read more
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Industry Experience

CBIZ has demonstrated strong expertise in the healthcare industry, notably through their work with pediatric clinics. Clients appreciate their disciplined approach to accounting, effective project management, and ability to forecast financial solutions. Overall sentiment in this sector is highly positive, highlighting CBIZ's strengths in providing reliable accounting support and fostering strong client relationships, making them a suitable partner for healthcare organizations seeking stringent financial oversight.
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Healthcare

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express a positive sentiment regarding CBIZ's overall cost and value for money. One client mentioned a $100,000 investment since 2018, highlighting the firm's strict and disciplined approach to accounting, which has significantly improved their financial operations. The client appreciated the forecasting support for staff-related expenses, indicating that the value received justifies the investment. Overall, clients find CBIZ's services to be effective and worth the costs incurred.
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DeLeon & Stang

4.8 5 reviews

Undisclosed

Undisclosed

10 - 49

Gaithersburg, MD

Services provided

80% Accounting

20% Business Consulting

DeLeon & Stang is an accounting services firm specializing in tax preparation, financial statement preparation, and business auditing. Across reviews, clients commend their professionalism, responsiveness, and effective communication, with over 75% highlighting these attributes. The firm has proven adept at managing complex financial tasks, such as tax audits and financial consulting, while maintaining a strong client satisfaction record.

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Reviews mention Exceeds expectations
Clients consistently express that DeLeon & Stang exceeds expectations through their exceptional service and professionalism. One client noted their satisfaction with the ease of accessing extensive tax documentation and praised their organized communication, stating, 'I’m more than satisfied with DeLeon & Stang’s work and service.' The firm's responsiveness and thoroughness were highlighted, with clients recommending them highly for tax preparation services, underscoring their strong reputation in the industry.

Accounting Services for Database Architect

5.0 Apr 9, 2022

I’m more than satisfied with DeLeon & Stang’s work and service; they’ve exceeded expectations. Their documentation keeping is great. I’m currently trying to buy a home, and I was able to get tax submissions for the years 2000–2019 from them without any hassle.
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3 of 4 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Audit for Org. Management Co.
4.0 — DeLeon & Stang provided financial audits for a membership nonprofit in the healthcare industry. In addition to their two audits, they completed Form 990 for the organization. Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (3) Less than $10,000 (1)

What Clients Have Said
Clients have consistently noted that DeLeon & Stang provides good value for their fees, with one client mentioning an increase from $500 to $1,000 per year due to inflation, yet deeming it worthwhile. Another client stated they invested approximately $25,000, highlighting the firm's responsiveness and professionalism as key benefits. Overall, the sentiment regarding cost and value for money is positive, with clients feeling satisfied with the services received relative to their investment.
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Washington, District of Columbia (1) Gaithersburg, Maryland (1) New York City, New York (1) Poolesville, Maryland (1)

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Featured

What are Featured Providers?

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

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 by the
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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 an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. Across their reviews, 100% of clients praise their responsiveness and knowledge in managing financial tasks, and many highlight their excellent project management and alignment with clients' needs. Clients also appreciate Zenbooks' timeliness, professionalism, and value for cost.

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Reviews mention Trustworthy
Zenbooks has received positive feedback regarding their trustworthiness, with clients emphasizing the reliability and accountability of their team members. One client praised their assigned representative, Beata, for being 'HIGHLY accountable and capable,' highlighting a strong sense of trust in their services. Overall, clients reported on-time and accurate delivery of tasks, further solidifying Zenbooks' reputation as a dependable partner. However, some concerns were raised about availability on critical payroll days, which could impact future collaborations.

Bookkeeping Services for Outsourced Conscious Sales Agency

5.0 Jul 21, 2023

The person assigned to my account (Beata) is HIGHLY accountable and capable. I super appreciate their consistency and how much I can trust them with the things I need.
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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
Recent reviews of Zenbooks indicate a consistently positive sentiment, highlighting their responsiveness, professionalism, and depth of knowledge. Clients appreciate timely deliverables, effective communication, and a strong culture fit. Specific feedback includes their ability to clean up financial records, provide valuable tax advisory, and streamline bookkeeping processes. A recurring theme is their commitment to client success, though some reviews suggest a need for improved visibility in project management. Overall, Zenbooks is regarded as a reliable partner in financial services.
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7 of 8 Accounting reviews are 5 stars

7 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Filing Service for Corporate Travel Firm
5.0 — Zenbooks provides bookkeeping services for a corporate travel and retreat planning company. The team oversees the client's month-end bookkeeping tasks and manages their tax filing and payroll Read more
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Ottawa, Ontario (4) Guelph, Ontario (1) Toronto, Ontario (1) Montreal, Quebec (1)

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Wasserman Accounting CPA

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Serves United States

Services provided

70% Accounting

30% Fractional CFO Services

Wasserman Accounting CPA is an accounting services firm offering comprehensive solutions such as bookkeeping, financial reporting, tax preparation, and financial advisory. The reviews highlight their consistent, reliable service delivery and clear communication, with 100% of reviewers emphasizing timely compliance with statutory deadlines and effective project management. Clients appreciate their focus on providing actionable financial insights and proactive tax planning.

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Reviews mention Reliable
Clients consistently highlight Wasserman Accounting CPA's reliability in managing essential accounting tasks. One client noted their 'steady project management' and 'clear communication,' with all statutory filings submitted on time and payroll processed accurately. The firm’s consistent approach and organized handling of tasks have been particularly praised, emphasizing their ability to maintain compliance without complications. Overall, the sentiment surrounding their reliability is overwhelmingly positive.

Accounting Services for Digital Marketing Agency

5.0 Dec 1, 2025

Their 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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2 of 2 Accounting reviews are 5 stars

$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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Industry Experience

Wasserman Accounting CPA has demonstrated expertise in the Advertising & Marketing and consulting industries, providing reliable accounting support and proactive financial management. Clients in these sectors appreciate their clear communication, timely delivery of services, and focus on usability of financial data for strategic decision-making. The overall sentiment reflects satisfaction with their organized approach and positive impact on business operations, making them a strong candidate for firms seeking accounting support in these industries.
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Other industries Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have consistently praised Wasserman Accounting CPA for their competitive pricing and excellent value for money. One client noted that their selection was influenced by the firm's good value for cost. Another emphasized the firm's ability to provide clean monthly books and proactive tax planning, which reflects a focus on delivering usable financial insights rather than just compliance. Overall, feedback indicates strong satisfaction with pricing relative to the quality of services provided.
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ORBA

5.0 2 reviews

$1,000+

$50 - $99 / hr

50 - 249

Chicago, IL

Services provided

100% Accounting

ORBA is a comprehensive accounting firm offering services such as tax preparation, financial advisory, and business auditing. Client reviews highlight their exceptional transparency and attention to detail, with 100% of reviewers emphasizing trust and communication as key strengths. Their expertise in tax planning and forming LLCs has greatly assisted clients in strategic business decisions and financial growth.

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Reviews mention Trustworthy
Clients perceive ORBA as a trustworthy partner, highlighted by one client's choice of Jim Pellino for his clear communication and sound advice, which provided peace of mind and facilitated business growth. The reviewer emphasized ORBA's transparency, noting that they are more forthcoming than previous accountants, and praised their attention to detail. Overall, feedback indicates a strong sentiment of trustworthiness, with clients appreciating the reliable support and proactive engagement from the ORBA team.

Accounting Services for Web Design Firm

5.0 Mar 6, 2018

Jim’s advice is very clear and has given me peace of mind regarding the accounting for my company. With his contributions, I've been able to grow each year in profit and revenue. What I find especially valuable is having someone involved that I can trust because that frees me up to run my business successfully. Jim fills that role.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Web Design Firm
5.0 — ORBA provides ongoing accounting services in the form of tax consultation and other advisory roles. They offer tax planners to make the filing process as simple as possible. Read more
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Industry Experience

ORBA has demonstrated strong expertise in the Advertising & Marketing sector, particularly in web design and development. Clients commend their clear communication, transparency, and attention to detail, which have facilitated substantial business growth and effective tax planning. Overall sentiment is positive, emphasizing ORBA's ability to provide tailored accounting solutions that adapt to evolving business needs. This indicates a solid fit for companies in the creative and digital industries seeking reliable accounting and advisory services.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive ORBA as offering valuable services at a reasonable cost. One client noted a $5,000 investment for ongoing advisory services, emphasizing the trust and clarity provided by their accountant, Jim Pellino. Another client reflected on the financial benefits of their advice, although they found it challenging to quantify savings. Overall, the sentiment indicates satisfaction with ORBA's transparency and support, suggesting that their pricing aligns well with the quality of service delivered.
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LYFE Accounting

5.0 11 reviews

$1,000+

$50 - $99 / hr

2 - 9

Atlanta, GA

Services provided

100% Accounting

LYFE Accounting is a comprehensive accounting services firm offering bookkeeping, tax preparation, financial analysis, and CPA consulting. Clients consistently highlight their professionalism, expertise, and personalized service, with an emphasis on client success and effective communication. Approximately 85% of reviews mention their exceptional service in financial reporting and tax filing, with emphasis on their ability to save clients money through strategic tax planning.

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Reviews mention Patient
Clients have expressed high satisfaction with LYFE Accounting, particularly praising Krystal's patience and clear communication. One client highlighted her ability to explain complex concepts in layman's terms, ensuring understanding and replicability. Additionally, her willingness to meet weekly and provide ongoing support even after project completion was noted. The overall sentiment is overwhelmingly positive, with clients appreciating the personalized attention and commitment to their success without feeling pressured into additional services.

Accounting & Financial Advising for Local Nonprofit

5.0 Sep 20, 2019

Krystal was patient with us and explained everything in layman’s terms so that we could understand something in the moment but then also be able to replicate it. Even after the financial literacy program ended, she gave us content so that we could answer follow-up questions. Even though she’s a busy accountant, Krystal had no problem meeting with us weekly to go over objectives, especially leading up to the program.
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8 of 8 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation for Real Estate Agency
5.0 — LYFE Accounting provided accounting services for a real estate agency. Their team prepared tax returns and managed bookkeeping for a complex set of public and private deals. Read more
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Industry Experience

LYFE Accounting has demonstrated expertise across various industries, including Hospitality & Leisure, Arts, Entertainment & Music, Business Services, and Real Estate. Clients praised their thoroughness in tax preparation and bookkeeping, effective communication, and tailored financial insights. Overall sentiment is highly positive, particularly in Hospitality and Arts sectors, where their knowledge of deductions and budgeting strategies stood out. Potential clients in these industries can expect attentive service and strategic financial guidance.
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Real estate Sports Business services Nonprofit Hospitality & leisure Arts, entertainment & music

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Average Project Cost Breakdown

Less than $10,000 (9)

What Clients Have Said
Clients generally perceive LYFE Accounting as offering good value for money, despite some noting higher upfront costs compared to individual tax preparers. One client mentioned a single fee that ultimately saved them money through effective tax deductions. Another client appreciated the flat monthly rate and the clarity of services provided. Overall, the sentiment reflects satisfaction with the professionalism and thoroughness of LYFE Accounting, indicating that clients feel the investment is worthwhile given the quality of service and outcomes achieved.
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Jitasa

5.0 3 reviews

Undisclosed

$25 - $49 / hr

250 - 999

Meridian, ID

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

15% Business Consulting +1 service

15% Financial Consulting

Jitasa is a distinguished accounting services company specializing in bookkeeping, tax preparation, and financial reporting for nonprofits. With 100% positive feedback, clients commend Jitasa's efficiency, with one noting a 60% reduction in time spent on accounting tasks. Reviewers highlight the firm's excellent staff and responsive communication, underscoring their ability to streamline financial processes and enhance organizational efficiency.

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Reviews mention Understands their clients' needs
Clients consistently commend Jitasa for their deep understanding of organizational needs and their responsive, adaptable approach. One client noted the team's ability to ask thoughtful questions that quickly identified necessary systems, enhancing financial management efficiency. Another highlighted Jitasa's responsiveness and tailored solutions, stating they felt supported at all times. Overall, the sentiment reflects a strong appreciation for Jitasa's client-centric focus and their commitment to delivering effective accounting services.

Accounting Services for Circus School & Theatre Company

5.0 Dec 13, 2022

Moreover, all of the staff we've interfaced with from their team have been excellent, kind, calm, thoughtful, reassuring, and totally competent when it comes to understanding accounting and what we need to do to be successful. What’s most impressive about Jitasa is the quality of their staff. During the onboarding process, their expertise became most evident when they gave really thoughtful, open-ended questions that allowed them to quickly get to the heart of our work and create really good systems that would enable us to manage our financials more efficiently.
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Accounting Services for Nonprofit Organization

5.0 Oct 31, 2022

While it took us some time to figure out what was needed, and we had to get an additional team member involved, they were patient, and respectful and really went out of their way to try to understand what it was I/we were looking and adjust their styles to compensate. In the end, they created the documents we needed to help clarify our request. They are very responsive to my requests.
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3 of 3 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Circus School & Theatre Company
5.0 — Jitasa provides ongoing accounting services for a circus school and theatre company. Their tasks range from bookkeeping and tax preparation to payroll and account reconciliation. Read more
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Industry Experience

Jitasa has demonstrated considerable expertise in the nonprofit and arts sectors, providing tailored accounting solutions that significantly enhance operational efficiency. Feedback highlights their strengths in responsiveness, staff competency, and the ability to streamline financial processes, particularly for small organizations. Clients from the nonprofit sector reported improved accuracy and timeliness in financial reporting, while those in the arts industry cited a 60% reduction in accounting-related tasks. Overall, Jitasa is well-suited for clients in nonprofit and educational industries seeking reliable accounting support.
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Arts, entertainment & music Nonprofit

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Average Project Cost Breakdown

$10,000 to $49,000 (2) Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with Jitasa's pricing structure, noting it offers excellent value for money. One client stated, "we pay a very affordable monthly fee for their service and it is worth every penny." Another mentioned, "the rate is a tremendous value for the services we receive." Overall, feedback reflects a strong sentiment that Jitasa's services significantly enhance operational efficiency while remaining budget-friendly for nonprofits.
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Sound Advice Bookkeeping

5.0 4 reviews

$1,000+

$50 - $99 / hr

10 - 49

Denver, CO

Services provided

100% Accounting

Sound Advice Bookkeeping is a professional accounting services firm specializing in bookkeeping and payroll management. Client feedback indicates exceptional communication and proactive support, with 100% of reviewers praising their responsiveness and personalized service. Their use of innovative technology and alignment with client values further enhances their reputation for delivering high-value financial solutions.

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More responsive than most other service providers

Sound Advice Bookkeeping is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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SFBay Financial

5.0 2 reviews

$1,000+

$100 - $149 / hr

10 - 49

San Francisco, CA

Services provided

100% Accounting

SFBay Financial is a professional accounting services firm offering a range of solutions including bookkeeping, tax preparation, and financial advisory services. Client reviews consistently highlight their efficient, solution-oriented approach and strong support, particularly praising their staff, with 100% of reviewers expressing satisfaction and noting their expertise in navigating complex financial scenarios such as PPP loans and unique tax circumstances.

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Reviews mention Reasonable pricing
Clients of SFBay Financial have expressed positive sentiment regarding their reasonable pricing. One LLC owner highlighted that the firm provided services tailored to fit their budget, stating, 'They have done everything I need at a price that works for my small business.' This indicates a strong alignment between service quality and cost-effectiveness, contributing to overall client satisfaction.

Accounting Services for Non-Profit Organization

5.0 Aug 3, 2021

I have been very impressed by the Staff. Sarah was assigned to our company a few years ago and has been outstanding. Easy to work with, solution approach, and efficient. They have done everything I need at a price that work for my small business.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Non-Profit Organization
5.0 — A non-profit organization hired SFBay Financial to provide accounting services. The team is tasked with rectifying the lapses of the client's previous accounting firm. Read more
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Industry Experience

SFBay Financial has received positive feedback across various industries, notably Nonprofit and Business Services. Clients in the Nonprofit sector praised the firm for efficient accounting support and navigating complex financial processes like PPP loans. In Business Services, the firm is recognized for its timely communication and expertise in specialized tax situations. Overall sentiment indicates strong client satisfaction, highlighting SFBay Financial's strengths in bookkeeping, tax preparation, and responsive service, making them a suitable partner for organizations in these sectors.
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Nonprofit Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of SFBay Financial consistently highlight the company's excellent value for money, particularly noting their flexible hourly billing structure that accommodates various budgets. One client emphasized that SFBay provided services at a price that worked for their small business, while another mentioned their ongoing satisfaction and absence of tax problems as indicators of effective service. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of service provided.
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What are Featured Providers?

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 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 — Clarity Tax Group & CPA's provides accounting and payroll processing services for a painting company. The team is responsible for managing the client's bookkeeping and payroll and creating financial Read more
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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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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 professional accounting firm offering a wide range of services including bookkeeping, tax preparation, and financial advisory. The company is highly praised for its responsiveness, expertise, and alignment with client values, with over 90% of reviews highlighting their effective project management and ability to meet client needs. Their team is noted for delivering timely, accurate financial solutions and maintaining high levels of client satisfaction.

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Reviews mention Proactive
Client feedback consistently highlights Appletree Business Services' proactive approach, emphasizing their ability to exceed deadlines and respond promptly to needs. For instance, one client noted that Patrick is 'always proactive and exceeds any and all deadlines,' while another praised their 'proactive outreach and follow-ups.' Overall, the sentiment is overwhelmingly positive, with clients appreciating the team's readiness to tackle challenges and their commitment to client success.

Accounting Services for Property Management Company

5.0 Jul 6, 2023

I have had a remarkable experience with Carreen. Her expertise and proactive approach exceeded my expectations, as well as her willingness to help. They utilize advanced technology and provide personalized attention and valuable insights.
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Accounting Services for Digital Marketing Agnecy

5.0 Jan 26, 2023

I’m most impressed by their accessibility and availability. The Appletree Business Services team is very proactive and on top of it. They generally address requests before I’ve even thought of them.
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Accounting Services for Electrical Services Company

5.0 Jul 25, 2025

The 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.
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Bookkeeping & QuickBooks Setup for Staffing & Recruiting Co

5.0 Nov 5, 2025

The team works together from the CEO down to the accounting team. They were proactive and helped me stay on the former sellers. Even helped with a working capital trueup. The cohension amongst the team. Everyone cares about my acquisition and business. Everyone at Apple Tree truly does. It's not just them saying it but they back it up with proactive outreach and follow ups.
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Business Consulting & Continuity Mgmt for Branding Agency

5.0 Dec 22, 2025

Patrick is always proactive and exceeds any and all deadlines.
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14 of 16 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Acccounting Services for Industrial Machinery Manufacturer
5.0 — An industrial machinery manufacturer has hired Appletree Business Services for accounting services. Their work includes bookkeeping, taxes, and payroll handling. Read more
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Denver, Colorado (2) Kalamazoo, Michigan (1) Merrimack, New Hampshire (1) New Orleans, Louisiana (1) Belle Glade, Florida (1) Murfreesboro, Tennessee (1) Opelika, Alabama (1) Darien, Connecticut (1) Chicago, Illinois (1) Atlanta, Georgia (1) Grand Rapids, United States (1) Concord, North Carolina (1) New York City, New York (1) San Francisco, California (1) Orlando, Florida (1) Boston, Massachusetts (1) Waltham, Massachusetts (1) Westford, Massachusetts (1) Brookline, New Hampshire (1) Londonderry, New Hampshire (1)

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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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Berry Dunn

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Portland, ME

Services provided

90% Accounting

10% Business Consulting

Berry Dunn is a consulting firm that specializes in assisting state health departments with accreditation processes and grant applications, particularly in health promotion and chronic disease management. The reviews highlight their professionalism, expertise, and efficiency in project management, with 100% of feedback being positive. Clients appreciate their familiarity with state health department operations and their ability to deliver timely and accurate results.

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Industry Experience

Berry Dunn has garnered positive feedback in the healthcare and public health sectors, particularly for their expertise in accreditation processes and grant writing for state health departments. Clients appreciate their professionalism, project management capabilities, and familiarity with industry-specific requirements. Overall sentiment in this industry is highly favorable, underscoring their strengths in delivering impactful solutions tailored to healthcare challenges.
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Advertising & marketing

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients generally perceive Berry Dunn as offering good value for money, particularly highlighting their professionalism and expertise. One client noted a significant investment range of $200,000–$999,999, yet expressed satisfaction with their ability to meet timelines and manage projects effectively. The familiarity of the team with state health departments was particularly praised, indicating that the costs associated with their services are justified by the quality and relevance of their work.
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Catalano, Caboor & Co.

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Lombard, IL

Services provided

75% Accounting

25% Business Consulting

Catalano, Caboor & Co. is a professional accounting firm offering comprehensive services such as bookkeeping, tax preparation, financial statement preparation, and business auditing. They have received exceptionally positive feedback, with 100% of reviewers praising their hands-on approach and ability to generate significant tax savings. Clients appreciate their dedication and view them as integral to their business operations.

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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 Web Design Agency
5.0 — Catalano, Caboor & Co. manages the accounting needs of a creative and marketing agency. They are responsible for payroll, annual tax filing, bookkeeping, financial planning, and other tasks. Read more
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Industry Experience

Catalano, Caboor & Co. has received positive feedback primarily from clients in the IT Services and creative industries. Their strengths lie in comprehensive accounting support, including payroll, tax filing, and bookkeeping, with a notable impact on tax savings and financial planning. Clients emphasize the firm's hands-on approach, personalized care, and ability to provide valuable insights that enhance financial soundness. Overall, the sentiment is highly favorable, indicating a strong fit for businesses seeking dedicated and effective accounting solutions.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients of Catalano, Caboor & Co. consistently express satisfaction with the firm's pricing and value for money. One client noted significant tax savings and deductions that previous firms overlooked, stating that the cost of their services effectively pays for itself. The overall sentiment reflects a belief that the firm's hands-on approach and dedication to client success provide exceptional value, making them a trusted partner in financial management.
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Ledger Medial Accounting Services

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Greenville, SC

Services provided

90% Accounting

10% Business Consulting

Ledger Medial Accounting Services is an accounting firm that specializes in tax preparation and accounting services. Reviews indicate a high level of satisfaction, with 100% of clients praising their financial expertise and seamless communication. Matt, their representative, is frequently mentioned for his professionalism and dedication, making Ledger Medial a trusted resource for bookkeeping and tax filing needs.

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Reviews mention Helpful
Clients express a consistently positive sentiment towards Ledger Medial Accounting Services, highlighting their deep industry knowledge and responsiveness. One client noted that Matt has become a 'trusted ally' and emphasized the company's unwavering support, stating, 'Every time something is needed of Ledger Medial they are there to help.' The overall feedback reflects a strong appreciation for their expertise and commitment, with no suggested areas for improvement.

Tax Prep & Bookkeeping for Digital Marketing Company

5.0 Jan 14, 2021

Every time something is needed of Ledger Medial they are there to help. It is exactly what you need in a business resource. Matt displays his financial expertise on a daily basis. Their willingness to help has made them a valuable part of our business.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Bookkeeping for Digital Marketing Company
5.0 — Ledger Medial Accounting Services provides tax preparation and bookkeeping for a digital marketing company. The responsibility is to keep the client financially fit, providing monthly reports on Read more
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Industry Experience

Ledger Medial Accounting Services has received positive feedback primarily from the Advertising & Marketing and Business Services industries. Clients commend their financial expertise, responsiveness, and ability to foster seamless collaboration. In the Advertising & Marketing sector, they are valued for their role in maintaining financial health and providing insightful monthly reports. Meanwhile, in Business Services, they are recognized for their personalized approach and immediate value delivery. Overall, Ledger Medial excels in client relations and tax advisory, making them a strong fit for businesses in these sectors.
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Advertising & marketing Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise Ledger Medial Accounting Services for their reasonable pricing and exceptional value for money. One client noted the 'reasonable price point' and highlighted the company's deep industry knowledge. Another client emphasized that Matt provided immediate value and individual attention, reinforcing the cost-effectiveness of their services. Overall, feedback indicates a strong sentiment of satisfaction regarding the company's pricing structure and the quality of service received.
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Bharmal & Associates, Inc.

5.0 3 reviews

$1,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Services provided

90% Accounting

10% Business Consulting

Bharmal & Associates, Inc. is a highly-regarded CPA firm providing comprehensive accounting services, including bookkeeping, tax preparation, and financial analysis. With a 100% positive feedback rate, clients commend their expertise, communication, and personalized advice. Notable strengths include their responsiveness and tailored financial strategies, particularly in complex tax and audit scenarios, making them a trusted partner for business auditing and financial advisory.

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Reviews mention Transparent
Clients commend Bharmal & Associates, Inc. for their transparency and ethical approach, highlighting their responsiveness and proactive communication. One client noted, 'They always have my best interest at heart,' and appreciated their methodical handling of complex transactions. The firm’s commitment to safeguarding sensitive documents and staying updated on tax regulations further reinforces their transparent practices. Overall, the sentiment reflects strong trust and satisfaction with their transparent dealings.

Accounting for Patient Relationship Management Company

5.0 Aug 20, 2020

I appreciate that they always have my best interest at heart. They’re an ethical, forthcoming, and methodical CPA to work with. The relationship between a business and their CPA has to be based on trust. Give yourself enough time to develop that level of trust, and tell them your needs. They’re good at listening and will make sure that you get the best out of the relationship.
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3 of 3 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Glass Installation Company
5.0 — Bharmal & Associates, Inc. performs bookkeeping, payroll, and tax services for a company that does commercial and residential glasswork. Their services are ongoing. Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (2) $50,000 to $199,999 (1)

What Clients Have Said
Clients generally perceive Bharmal & Associates, Inc. as providing good value for money, though some noted their pricing is not the cheapest. One client invested approximately $6,000–$8,000 annually, stating they achieved substantial tax savings and benefit from attentive service. Another client, spending around $1,500 quarterly, highlighted the firm's responsiveness and reliability. While one review suggested a desire for lower prices, the overall sentiment is positive, emphasizing quality service and expertise over cost.
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Laguna Hills, California (1) Orange, California (1) Santa Ana, California (1)

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H.D. Roseth & Associates

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Riverwoods, IL

Services provided

100% Accounting

H.D. Roseth & Associates is a distinguished accounting firm specializing in bookkeeping, financial reporting, tax preparation, and financial advisory services. The firm is highly praised for its strategic financial acumen and personalized client engagement, with 100% positive feedback highlighting their organizational skills and comprehensive advice on tax matters. Clients commend their proactive approach and impactful business advising.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting, Consulting & Payroll for PR Firm
5.0 — H.D. Roseth & Associates provides accounting services and financial consulting for a communications firm. They rethought the client’s taxes, created streamlined procedures, and advises on Read more
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Industry Experience

H.D. Roseth & Associates excels in providing financial consulting and tax strategy services, particularly for clients in the lifestyle communications and other industries. Reviews highlight their expertise in streamlining financial processes, tax savings, and personalized service that fosters strong client relationships. Overall sentiment reflects a high level of satisfaction, emphasizing their strengths in organization, strategic planning, and responsiveness, making them a suitable partner for businesses seeking tailored financial guidance.
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Other Industry

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with H.D. Roseth & Associates regarding their cost and value for money. One client noted significant savings of approximately $100,000 annually due to strategic tax restructuring, achieved at a lower fee than their previous firm. The company is praised for treating clients' finances with care, providing thorough and timely support, and showing a commitment to client success, making them a valuable partner for businesses.
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Prime Accounting Solutions

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Culver City, CA

Services provided

100% Accounting

Prime Accounting Solutions is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. The feedback highlights exceptional support and efficiency, with 100% of reviewers praising their responsiveness and helpful guidance. Notably, Prime Accounting Solutions played a crucial role in assisting clients during COVID-19, demonstrating their commitment to client success.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting, Bookkeeping, & Advisory for Automotive Co.
5.0 — Prime Accounting Solutions provides business accounting services through bookkeeping, payroll, and invoicing for an automotive machine shop. The team also prepares their state and federal Read more
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Industry Experience

Prime Accounting Solutions has garnered positive feedback primarily from the automotive industry, specifically automotive machine shops. Clients appreciate their comprehensive accounting services, including tax preparation and bookkeeping, highlighting their responsiveness and supportive nature, especially during critical times like COVID-19. Overall sentiment is highly favorable, indicating strong expertise and a reliable partnership. Potential clients in the automotive sector and related fields, such as marine and aerospace, would find Prime Accounting Solutions a suitable match for their accounting needs.
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Automotive

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Prime Accounting Solutions, noting their affordable pricing of $120–$140 per month provides excellent value. One client highlighted the company's responsiveness and the comprehensive support received, especially during challenging times like COVID-19. Overall, the sentiment is overwhelmingly positive, with clients appreciating the personal attention and efficiency offered by Andrew, which enhances their overall experience and confidence in the services provided.
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Accountants on Air

4.8 6 reviews

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

80% Accounting

20% Business Consulting

Accountants on Air is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. With a focus on personalized service, they maintain a 100% satisfaction rate across reviews, emphasizing their efficiency, timeliness, and ability to handle complex financial needs. Clients highlight their cohesive teamwork and customized solutions, with 75% praising their professionalism and responsiveness.

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Reviews mention Trustworthy
The feedback regarding Accountants on Air strongly emphasizes their trustworthiness. A client from Fouxx LLC noted their personalized approach and the assurance that they provide full attention to their needs, stating, 'They are very trustworthy.' The client also highlighted their excellent communication and responsiveness, reinforcing a sense of reliability. Overall, the sentiment is highly positive, with no suggested areas for improvement, indicating a strong foundation of trust in their services.

Accounting Services for Online Fashion Retail Company

4.0 Dec 20, 2021

They have a personalized approach and are very trustworthy. We feel very comfortable with them; they give their full attention. Overall, they take responsibility for any issues and provide excellent service.
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Industry Experience

Accountants on Air has demonstrated expertise across various industries, including healthcare, retail, and media. Clients in healthcare appreciate their ability to streamline bookkeeping and ensure compliance, noting high client satisfaction. Retail clients commend their efficiency and personalized service, while media companies highlight their comprehensive financial support. Overall, feedback is overwhelmingly positive, with strengths in accuracy, communication, and tailored solutions, making them a strong candidate for clients in these sectors.
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Healthcare Media Retail

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Average Project Cost Breakdown

Less than $10,000 (2) $10,000 to $49,000 (1)

What Clients Have Said
Clients consistently highlight Accountants on Air's competitive pricing and the value they receive for their investment. One client noted paying $900 annually, emphasizing the excellent and efficient service provided. Another mentioned an annual expenditure of $2,800, citing their impressive financial management capabilities. Overall, feedback reflects a strong sentiment of satisfaction regarding the cost-effectiveness and quality of service, with one client specifically appreciating the company's good value for the cost.
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Raleigh, North Carolina (1) Los Angeles, California (1) Alexandria, Virginia (1) Stonington, Connecticut (1)

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Lombardo Ayers & Company, LLC

5.0 1 review

$1,000+

$25 - $49 / hr

10 - 49

Annapolis, MD

Services provided

85% Accounting

15% Business Consulting

Lombardo Ayers & Company, LLC is an accounting services firm specializing in tax preparation, financial reporting, and business auditing. They are praised for their expertise in tax matters and their reliability in meeting deadlines, with 100% of reviewers highlighting their proactive communication and strategic financial input. Their ability to enhance financial decision-making and provide accurate tax liability forecasts is particularly valued by clients.

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1 of 1 Accounting reviews are 5 stars

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Validation and Tax Preparation for Digital Agency
5.0 — Lombardo reviews and approves an internal accounting department’s work on a monthly basis. They provide financial advice, quarterly and year-end taxes, and help identify opportunities for Read more
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Industry Experience

Lombardo Ayers & Company, LLC has demonstrated expertise primarily in the IT Services sector, providing reliable accounting and tax solutions. Clients praise their strong communication, trustworthiness, and proactive engagement in financial decision-making. The firm is recognized for its ability to enhance clients' financial strategies, particularly concerning tax liabilities, thereby enabling better resource allocation. Overall sentiment is extremely positive, solidifying their reputation as a dependable partner in the IT Services industry.
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IT Services

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Average Project Cost Breakdown

What Clients Have Said
Clients have praised Lombardo Ayers & Company for their expertise in accounting and tax preparation, emphasizing the value they provide in ensuring accuracy and compliance. One client noted their billing structure as net30 and hourly for most services, with a flat rate for year-end tax preparation. Overall sentiment reflects satisfaction with the perceived value for money, highlighting effective communication and proactive support as key strengths, contributing to a solid return on investment.
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Rockwell Capital Group

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Glendale, CA

Services provided

100% Accounting

Rockwell Capital Group is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With 100% positive feedback from reviewers, clients commend their effective project management, transparency, and ability to foster personal relationships. Their expertise in maintaining financial records and low tax liabilities is highly valued, resulting in smoother operations and strategic financial guidance for businesses.

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Reviews mention Understands their clients' needs
Client feedback highlights Rockwell Capital Group's strong understanding of client needs, particularly in navigating financial complexities. One client emphasized their ability to keep tax liabilities low and guide them through the financing process, stating, 'I'd be lost without them.' The sentiment is overwhelmingly positive, with clients appreciating their responsiveness and comprehensive support, noting that the team is 'very understanding and easy to work with.' Overall, Rockwell Capital Group demonstrates a commitment to client success.

Accounting for Document Scanning & Image Outsourcing Co

5.0 Nov 4, 2019

They're very understanding and easy to work with. I have a lot of questions, and I wasn't sure what I needed to do or provide at the start. They're good at what they do and guide us through the process.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Insurance Brokerage
5.0 — In their longterm relationship with their partner, Rockwell Capital Group has handled all transactions and bookkeeping for an insurance brokerage. They also offer management advice as needed. Read more
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Industry Experience

Rockwell Capital Group has demonstrated expertise primarily in the financial services and business services industries. Clients praise their efficiency in bookkeeping, tax management, and advisory roles, notably for enhancing financial clarity and reducing tax liabilities. Overall sentiment is highly positive, highlighting their responsiveness, project management skills, and personalized service. Organizations seeking reliable accounting and financial guidance, particularly in these sectors, would find Rockwell Capital Group a suitable partner.
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Financial services Business services

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Clients have expressed positive sentiments regarding Rockwell Capital Group's cost-effectiveness and value for money. One client noted spending about $5,000 over several years for comprehensive bookkeeping and tax services, highlighting the significant relief from financial management burdens. Another client mentioned an annual investment of over $2,000, emphasizing that their low tax liabilities and overall satisfaction stem from Rockwell's expertise. Overall, the feedback indicates that clients find the services to be both affordable and impactful.
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YHB CPAs & Consultants

5.0 1 review

$1,000+

$200 - $300 / hr

50 - 249

Winchester, VA

Services provided

90% Accounting

10% Finance & Accounting Outsourcing (FAO)

YHB CPAs & Consultants is an accounting services firm specializing in tax preparation and financial reporting. Reviewers consistently commend the firm for its accuracy, as evidenced by 100% noting error-free tax filings. Clients appreciate the firm's timely communication and proactive updates on tax law changes, contributing to effective financial planning.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Filing for Online Lead Generation Business
5.0 — YHB CPAs & Consultants (formerly Murray, Jonson, White & Associates) handles annual tax filings involving three total LLCs, and otherwise fairly straightforward scenarios like payroll Read more
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Industry Experience

YHB CPAs & Consultants demonstrate strong expertise in the Advertising & Marketing sector, as evidenced by their long-term relationships with clients. Feedback highlights their proficiency in managing complex tax situations across multiple LLCs, ensuring timely and accurate filings without errors. Clients appreciate their proactive communication regarding tax law changes and their ability to adapt to specific business needs. Overall, YHB CPAs & Consultants are regarded as a reliable partner for organizations in the marketing industry.
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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 have expressed satisfaction with YHB CPAs & Consultants' pricing structure, highlighting their fairness and value for money. One long-term client noted that their billing is reasonable due to the efficiency of their collaboration, stating, 'They’ve been very fair with us over the years.' Overall sentiment indicates that the firm provides reliable services without errors, ensuring clients feel confident in their financial decisions, thus reinforcing their perceived value.
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Profit Matters Bookkeeping

5.0 2 reviews

Undisclosed

$50 - $99 / hr

2 - 9

Grapevine, TX

Services provided

87% Accounting

10% Finance & Accounting Outsourcing (FAO)

3% Business Consulting

Profit Matters Bookkeeping is an accounting services provider specializing in bookkeeping, financial analysis, and CFO services. The company is highly regarded for its innovative use of technology and automation in bookkeeping processes, with 100% of reviewers praising their responsiveness and technological integration. Clients have reported significant cost savings and enhanced decision-making capabilities, underscoring the firm's expertise in financial reporting and advisory services.

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Reviews mention Innovative
Profit Matters Bookkeeping has received positive feedback regarding their innovative approach and technology-centric solutions. A client noted their ability to streamline bookkeeping and enhance data analysis, emphasizing their quick and easy collaboration. Overall sentiment reflects satisfaction with their services, though there is a minor suggestion for improvement in the onboarding process.

Bookkeeping & Data Analysis for Outdoor Design Company

5.0 Nov 4, 2018

What did you find most impressive about this company? They are innovative and technology-centered. They are quick and easy to work with.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & CFO Services for Software Development Company
5.0 — Profit First handles bookkeeping and provides financial consulting. They’ve identified areas of overspending, reviewed work done by a previous bookkeeper, and introduced AI and machine learning Read more
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Industry Experience

Profit Matters Bookkeeping has demonstrated expertise primarily in the IT Services and Construction industries. Feedback highlights their innovative use of technology, responsiveness, and ability to streamline bookkeeping processes, resulting in improved financial decision-making for clients. In IT Services, they effectively utilize automation and AI tools to enhance efficiency, while in Construction, they focus on data analysis to drive cost savings. Overall, clients express high satisfaction, indicating a strong fit for businesses looking for tech-savvy bookkeeping solutions.
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IT Services Construction

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Profit Matters Bookkeeping express strong satisfaction with the company's value for money, noting that their costs are competitive and often lower than previous bookkeeping arrangements. For instance, one client transitioned from spending $500 to $2,400 per month for enhanced services while still saving overall. Another client started at $400 per month and has appreciated the innovative, technology-driven approach and personalized service. Overall, the sentiment reflects a positive assessment of cost-effectiveness and added value.
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Strike Tax Advisory

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Boise, ID

Services provided

100% Accounting

Strike Tax Advisory is an accounting services company specializing in tax consulting, tax preparation, and financial advisory. Clients commend their quick and effective process in securing tax credits, with professional project management and communication. Approximately 80% of reviewers highlight their efficiency and professionalism, though some suggest improvements in exploring additional tax credits beyond their current expertise.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Consulting Services for Business Solutions Firm
5.0 — Strike Tax Advisory is helping a business solutions company to secure their additional tax credits. The client has given them access to their tax returns through Quickbooks. Read more
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Industry Experience

Strike Tax Advisory has demonstrated expertise primarily in the business services sector, receiving positive feedback for their efficient tax consulting services that aid in securing tax credits. Clients appreciate their professional approach and effective communication. While their strengths lie in rapid execution and thorough process management, potential clients should note some limitations in securing certain credits compared to competitors. Overall, their impact in the business services industry is favorable, making them a suitable choice for similar businesses.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have generally perceived Strike Tax Advisory's services as offering good value for money, particularly in their ability to quickly identify eligible tax credits. One client noted a $3,000 investment with ongoing collaboration, praising their professional approach and efficient communication. However, there were concerns regarding their competitiveness in securing certain credits compared to other firms, suggesting that while they provide valuable services, there may be limitations in specific areas.
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Chasse & Company

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Auburn, ME

Services provided

80% Accounting

20% Business Consulting

Chasse & Company is an accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, and financial advisory. Their proactive approach and periodic client engagement stand out, leading to significant business growth and stress-free tax seasons. With 100% positive feedback, they are commended for their operational insights and project management excellence.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Accounting & Consulting for Branding Firm
5.0 — Chasse & Company provides year-round financial accounting and consulting services to a branding firm. They provide tax support and strategic business insights on leadership, staffing, and Read more
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Industry Experience

Chasse & Company has received positive feedback primarily from the Advertising & Marketing sector, highlighting their proactive approach and comprehensive understanding of business needs. Clients appreciate their ongoing support throughout the year, which alleviates stress during tax season and fosters significant business growth. The firm's strengths lie in operational insights and reliable communication, making them a strong fit for companies seeking a collaborative accounting partner, particularly in dynamic industries like advertising.
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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 Chasse & Company as providing excellent value for money, with one client noting an investment of $26,000–$30,000 for comprehensive accounting services. Feedback highlights their proactive approach and continuous support, which alleviates stress during tax seasons and allows clients to focus on their core business. The client expressed satisfaction with the firm's services, stating they exceeded expectations and recommending potential customers to engage openly for maximum benefit.
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Blumer & Associates, CPAs, PC

5.0 2 reviews

$5,000+

Undisclosed

10 - 49

Greenville, SC

Services provided

65% Accounting

25% Business Consulting

10% Corporate Training & Coaching

Blumer & Associates, CPAs, PC is a specialized accounting firm offering services such as bookkeeping, tax preparation, financial reporting, and CFO advisory, particularly for digital agencies. All reviews highlight their exceptional guidance and expertise, with 100% positive feedback emphasizing their effective project management and tailored financial strategies that empower clients to make informed business decisions.

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2 of 2 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Digital Marketing Agency
5.0 — Blumer & Associates, CPAs, CP has helped the client organize financials and gain insight into their profit and loss (P&L) statement. The team is responsive, and their leadership is willing Read more
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Industry Experience

Blumer & Associates, CPAs, PC has demonstrated expertise primarily in the digital agency and advertising sectors. Clients have praised their ability to provide tailored accounting services, strategic financial coaching, and benchmarking that facilitate growth and profitability. Overall sentiment across the reviews is highly positive, highlighting their proactive project management and deep understanding of industry-specific needs, making them a strong partner for businesses in the digital marketing and related fields.
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IT Services Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Blumer & Associates, CPAs, PC regarding their overall cost and value for money. One client noted an investment exceeding $100,000 over three years, describing the firm as 'worth the investment' for the efficiency and freedom they provide. Another client highlighted the tailored financial insights and ongoing coaching, emphasizing the positive impact on their business. Overall, feedback indicates that clients perceive significant value relative to the costs incurred.
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More responsive than most other service providers

Blumer & Associates, CPAs, PC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Magnolia 313 Accounting Services

5.0 1 review

Undisclosed

$200 - $300 / hr

2 - 9

San Luis Obispo, CA

Services provided

100% Accounting

Magnolia 313 Accounting Services is a firm specializing in bookkeeping and tax preparation, praised for its meticulous attention to detail and effectiveness. One hundred percent of reviewers commend Carolyn's ability to streamline financial processes and provide valuable financial and tax guidance, resulting in significant time and cost savings for clients.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Preparation for Analytics Company
5.0 — Magnolia 313 Accounting Services provides bookkeeping and tax preparation services using QuickBooks. This involves reconciling business transactions each month and consulting on payroll Read more
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Industry Experience

Magnolia 313 Accounting Services has received positive feedback primarily from clients in the Information Technology sector, highlighting their expertise in bookkeeping and tax preparation. Clients commend their detail-oriented approach, responsiveness, and ability to streamline disorganized accounting systems. The firm has significantly impacted their clients by uncovering financial oversights and saving substantial amounts in taxes. Overall, the sentiment within the IT industry reflects strong satisfaction, suggesting that Magnolia 313 is well-suited for technology-focused businesses seeking reliable accounting solutions.
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Information technology

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have praised Magnolia 313 Accounting Services for their cost-effectiveness and value for money. One client noted significant savings, stating that Carolyn's services saved them tens of thousands of dollars and countless hours, transforming their disorganized accounting into an efficient system. The sentiment is overwhelmingly positive, with clients appreciating both the affordability and the exceptional service provided, which far exceeds the investment made.
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Burton & Co., CPAs

5.0 1 review

Undisclosed

$150 - $199 / hr

10 - 49

New York, NY

Services provided

80% Accounting

20% Business Consulting

Burton & Co., CPAs is a distinguished accounting firm offering comprehensive services, including bookkeeping, tax preparation, and external CFO functions. Reviewers commend their exceptional communication, attention to detail, and ability to simplify complex financial scenarios. With 100% positive feedback, they are praised for innovative financial strategies and seamless integration with clients, enhancing financial health and efficiency.

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1 of 1 Accounting reviews are 5 stars

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & CFO Services for SEO Agency
5.0 — An SEO firm hired Burton & Co., CPAs to file their tax returns. They then took over all bookkeeping. The role morphed into becoming an external CFO, helping build financial forecasts, plan Read more
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Industry Experience

Burton & Co., CPAs has demonstrated expertise primarily in the IT Services sector, particularly assisting small businesses like Victorious SEO. Feedback highlights their strengths in effective bookkeeping, tax strategy, and financial forecasting. Clients appreciate their technological fluency, proactive communication, and ability to simplify complex financial matters. Overall sentiment is highly positive, with clients noting significant improvements in cash flow and operational efficiency, making them a strong candidate for businesses seeking reliable financial management in technology-driven industries.
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IT Services

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Average Project Cost Breakdown

What Clients Have Said
Clients have praised Burton & Co., CPAs for their cost-effectiveness and the substantial value they provide. One client noted that Dave's ability to simplify complex financial scenarios while delivering a high-quality service stood out, making them feel well cared for. Additionally, the optimization of payment processes is projected to save the client $50,000 this year, highlighting the firm's ability to deliver significant financial benefits relative to their pricing.
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DiMercurio Advisors

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Orlando, FL

Services provided

80% Accounting

20% Finance & Accounting Outsourcing (FAO)

DiMercurio Advisors is a modern accounting firm proficient in Accounting Services, including Tax Preparation and Financial Reporting, with a particular strength in using Xero software. The firm is recognized for its tech-savvy team and efficient project management, consistently receiving positive feedback, indicating strong client satisfaction and successful engagements.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Shopify Migration Company
5.0 — The Heroes Group provides ongoing accounting services for a Shopify migration service. The client requested the team use Xero as their accounting software. They perform filings and craft Read more
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Industry Experience

DiMercurio Advisors has garnered positive feedback primarily in the Retail industry, where their expertise with Xero accounting software has been highlighted. Clients commend their modern approach, tech-savvy team, and ability to adapt to new technologies. The overall sentiment suggests they are a strong fit for businesses seeking accounting solutions that align with contemporary online services, particularly those transitioning from QuickBooks to Xero.
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Retail

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive DiMercurio Advisors as offering strong value for money, particularly in their understanding of specific accounting software like Xero. One client noted they spent under $10,000 while receiving efficient service and support, emphasizing the firm's modern approach and tech-savvy staff. The overall sentiment reflects satisfaction with the cost-effectiveness of their services, suggesting a good return on investment for businesses seeking specialized accounting solutions.
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Spear CPA CFP

5.0 11 reviews

$1,000+

$100 - $149 / hr

2 - 9

New York, NY

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Spear CPA CFP is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and business auditing. Reviewers consistently praise the firm for its professionalism, responsiveness, and ability to save clients money, with nearly 100% expressing satisfaction. Many highlight their ability to provide timely updates and effective tax planning, emphasizing Meir's expertise and dedication to client success.

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Reviews mention Understands their clients' needs
Spear CPA CFP has received overwhelmingly positive feedback regarding their understanding of client needs. Clients noted their deep industry knowledge, accessibility, and responsive communication. One client emphasized that Spear CPA CFP grasped their specific requirements from the outset, stating it never felt necessary to explain anything. Another client highlighted their proactive approach in identifying potential tax write-offs, demonstrating a commitment to client interests. Overall, clients express high satisfaction with Spear CPA CFP's tailored services and professional competence.

Tax and Financial Services for Law Firm

5.0 Dec 12, 2022

Spear CPA CFP is always on the cutting edge of making their business run smoother and easier for their clients. They understood our industry and what I needed when we first started together, and it’s never felt like I’ve needed to explain anything to them. Their rates have also always been reasonable, they’re personable, and they’re easy to communicate with. They are professional and extremely competent.
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10 of 11 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Stone & Tile Company
5.0 — Spear CPA CFP handles the bookkeeping and tax preparations and filing for a stone and tile company. They utilize QuickBooks to manage the client’s account, posting monthly reports through a shared Read more
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Average Project Cost Breakdown

$50,000 to $199,999 (4) $200,000 to $999,999 (3) $10,000 to $49,000 (2)

What Clients Have Said
Clients consistently express satisfaction with Spear CPA CFP's cost-effectiveness and value for money. One client noted that their investment, amounting to approximately $100,000 over several years, was well worth it due to the expertise and efficiency provided. Another remarked on the reasonable rates and the significant savings achieved through their tax advice. Overall, the sentiment reflects that clients feel they receive high-quality service that justifies their financial commitment.
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New York City, New York (7) Brooklyn, New York (1) Kingston, New York (1) Mount Vernon, New York (1) Rochester, New York (1)

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LEAF Specialty Tax Consultants

5.0 4 reviews

$10,000+

Undisclosed

10 - 49

Salt Lake City, UT

Services provided

70% Accounting

30% Business Consulting

LEAF Specialty Tax Consultants is an accounting services firm specializing in tax preparation, financial advisory, and financial analysis, with a focus on employee retention and R&D tax credits. The firm consistently meets timelines and exceeds expectations, with 100% of reviewers highlighting their exceptional client service, deep expertise, and substantial tax savings achieved. Reviewers commend their responsiveness and the significant returns on investment facilitated by their services.

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Reviews mention Knowledgeable
Clients consistently commend LEAF Specialty Tax Consultants for their extensive knowledge and expertise in tax advisory services. One client highlighted their 'knowledge depth and commitment to client service,' noting that LEAF provided detailed credit analysis and ensured that documentation met IRS standards. Overall, the sentiment reflects high satisfaction with LEAF's knowledgeable approach, as they reliably deliver timely and effective solutions.

Accounting Services for Tax Consulting Firm

5.0 May 26, 2023

The clients received documentation for their credits and know it fits their needs and will pass any IRS audit work. Their knowledge depth and commitment to client service were most impressive. They are a great team!
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3 of 3 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Business Consulting Services for BioTech Company
5.0 — LEAF Specialty Tax Consultants provides business consulting services for a biotech company. The team is responsible for researching and filing employee retention credits. Read more
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Industry Experience

LEAF Specialty Tax Consultants has demonstrated expertise across multiple industries, including medical, financial services, and advertising & marketing. Clients have praised their ability to maximize tax credits and provide thorough documentation, particularly in R&D tax consulting. Overall sentiment is positive, highlighting their strong project management, responsiveness, and depth of knowledge. Companies in biotech, tax advisory, and SEM sectors may find LEAF particularly beneficial for navigating tax credits and compliance.
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Medical Financial services Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight LEAF Specialty Tax Consultants' exceptional value for money, noting their expertise in maximizing tax credits. One client emphasized receiving over six figures in tax savings, showcasing a strong return on investment. Another client praised the firm's 'good value for cost' and commitment to timely deliverables. Overall, the sentiment reflects high satisfaction with both pricing and the quality of service provided.
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Avenues Financial

5.0 6 reviews

Undisclosed

Undisclosed

2 - 9

Salt Lake City, UT

Services provided

45% Accounting

45% Fractional CFO Services

10% Finance & Accounting Outsourcing (FAO)

Avenues Financial is an accounting services firm specializing in bookkeeping, financial analysis, forecasting, and strategic financial planning. With 100% positive feedback across reviews, the company is praised for delivering precise financial insights and streamlined reporting, which clients say improved decision-making and operational efficiency. Over 75% of reviewers highlight their expertise in budgeting, forecasting, and financial statement preparation, underscoring the firm’s role in enhancing business strategy and profitability.

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Reviews mention Proactive
Avenues Financial has received positive feedback regarding their proactive approach to financial management. Clients highlighted Nicole's ability to analyze financial data proactively, identifying trends and opportunities for cost savings, which significantly benefits their agency. The COO of Version2 noted her exceptional responsiveness to business needs and timely delivery of financial reports. Overall, the sentiment reflects strong satisfaction with Avenues Financial's proactive strategies in optimizing financial performance and enhancing profitability.

Accounting Services for Advertising Company

5.0 Feb 2, 2024

Nicole excels in delivering financial items on time, with attentiveness, and in a manner that responds well to business needs. She embodies a range of professional competencies and personal attributes that make her an invaluable asset to any organization. Nicole goes beyond traditional record-keeping by offering proactive financial management. She regularly analyzes financial data to identify trends, opportunities for cost savings, and areas for financial optimization, helping our agency to maximize profitability.
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6 of 6 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Advertising Company
5.0 — An advertising company has hired Avenues Financial for accounting services. The team handles monthly financial reports, annual budget forecasts, financial strategies, and file audit and compliance Read more
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Industry Experience

Avenues Financial has established a solid reputation across multiple industries, particularly in Advertising & Marketing and Business Services. Clients commend their expertise in financial management, including bookkeeping, forecasting, and strategic financial planning, which have significantly improved operational efficiency and decision-making. Their understanding of the unique challenges in digital advertising has been particularly noted, leading to enhanced profitability. Overall, the sentiment is overwhelmingly positive, indicating strong alignment for clients in these sectors seeking reliable financial support.
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Business services Other Industry Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (2) $10,000 to $49,000 (2)

What Clients Have Said
Clients generally perceive Avenues Financial as providing excellent value for money, noting their reasonable pricing structures and high-quality service. One client highlighted their monthly expenditure of $500 as a reasonable investment for reliable financial management, while another appreciated their fixed rate of $1,500, emphasizing the quality of insights received. Overall, clients express satisfaction with the cost-effectiveness and transparency of Avenues Financial's services, often noting they do not feel 'nickel and dimed' for additional services.
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Kirsch CPA Group

5.0 1 review

$5,000+

$200 - $300 / hr

10 - 49

Hamilton, OH

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Kirsch CPA Group is an accounting services firm specializing in tax preparation, bookkeeping, and financial advisory services. Reviews highlight their timely and accurate tax filing, cash flow visibility, and proactive financial guidance, with 100% of feedback being positive. They are praised for their thorough understanding of client needs, acting as trusted advisors and financial consultants.

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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 B2B Tech Company
5.0 — Kirsch CPA Group provides ongoing tax preparation and payroll support for a B2B marketing company. They've managed the client's taxes, cash flow, and payroll. Read more
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Industry Experience

Kirsch CPA Group has received positive feedback primarily from clients in the Advertising & Marketing industry. Clients emphasize their expertise in tax preparation, cash flow management, and financial guidance. They are praised for their proactive approach, timeliness, and personalized service, which enhances decision-making and profitability. The overall sentiment is that Kirsch serves as a trusted advisor, making them a strong fit for businesses seeking comprehensive financial support, particularly in growth-oriented sectors.
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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 consistently highlight Kirsch CPA Group's competitive pricing and strong value for money. One client noted that the firm's pricing fit their budget while providing comprehensive services and a great culture fit. The feedback emphasizes the firm's ability to deliver timely and accurate services, with one client appreciating their role as a trusted advisor rather than merely a service provider. Overall sentiment reflects satisfaction with the cost-effectiveness and quality of service offered.
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JTC CPAs

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Boise, ID

Services provided

100% Accounting

JTC CPAs is a company specializing in comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. They achieved a 95% client satisfaction rate, enhancing financial accuracy by 25% and reducing tax filing errors by 30%. Reviewers consistently highlight their attention to detail, technical expertise, and client-focused approach.

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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 & Financial Advising for Marketing Company
5.0 — JTC CPAs provided accounting and financial advisory services for a marketing company. The team handled monthly bookkeeping, tax preparation, payroll processing, and financial reporting and advisory Read more
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Industry Experience

JTC CPAs has effectively served the IT Services industry by delivering comprehensive accounting and financial management solutions, including bookkeeping, tax preparation, and payroll processing. Clients have noted a marked improvement in financial accuracy and timely reporting, alongside high satisfaction rates. Their strengths lie in organized project management, strong communication, and a client-centered approach. This suggests they are well-suited for small businesses seeking financial services, particularly in technology-driven sectors.
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with JTC CPAs' pricing, noting that their costs fit within budget constraints while delivering substantial value. One client highlighted the company's ability to improve financial accuracy by 25% and reduce tax errors by 30%, indicating a strong return on investment. Overall sentiment reflects that JTC CPAs provides excellent value for money through their organized project management and client-focused solutions, making them a commendable choice for businesses seeking reliable accounting services.
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iComp Payroll & HR

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Minneapolis, MN

Services provided

75% Accounting

25% HR Consulting

iComp Payroll & HR is an Accounting Services company specializing in payroll management. Reviews highlight their professionalism, personalized service, and efficient communication, with 100% of reviewers expressing satisfaction and ease in reaching their payroll experts. Clients appreciate the dedicated support and smooth onboarding process, often recommending the firm to others.

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Reviews mention Helpful
Clients express high satisfaction with iComp Payroll & HR, particularly highlighting the exceptional support provided by Marie, a Payroll Specialist. One client noted, "I wouldn’t be able to do my job without her — she is exceptional," emphasizing her attentiveness and quick responses to inquiries. The overall sentiment is overwhelmingly positive, with clients recommending iComp Payroll & HR for their efficiency and competence, and no areas for improvement were identified.

Payroll Management Services for Senior Housing Company

5.0 Mar 14, 2022

Marie is very quick to answer all of my questions and help me with everything I need. She’s very attentive. We communicate via email and Google Meet. When necessary, Marie is also able to remotely access my computer to show me things.
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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Company Payroll for Childcare Center
5.0 — A childcare center wanted to simplify their payroll process and stop working with large impersonal companies. They chose to work with iComp Payroll & HR to be the answer to their Read more
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Industry Experience

iComp Payroll & HR has received positive feedback primarily from clients in the Hospitality & Leisure and Education sectors. Clients commend the company's professionalism, responsiveness, and expertise in payroll management. In hospitality, their support has been deemed exceptional, particularly in helping users navigate their software. In education, they are praised for their personable approach and efficient onboarding process. Overall, iComp demonstrates strong capabilities in handling payroll needs, making them a suitable choice for businesses in these industries.
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Hospitality & leisure Education

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight iComp Payroll & HR's reasonable pricing structure, which is based on the number of employees, as a significant advantage. One client noted their costs as 'very reasonable,' while another emphasized the value derived from personalized and responsive service. Overall, sentiment is overwhelmingly positive regarding the company's cost-effectiveness, with clients expressing high satisfaction and willingness to recommend their services.
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DCG | CPA and Management Consulting Firm

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Phoenix, AZ

Services provided

50% Accounting

50% Fractional CFO Services

DCG | CPA and Management Consulting Firm specializes in Accounting Services, offering expertise in Bookkeeping, Tax Preparation, Financial Analysis, and CFO roles. Reviews highlight their effective project management, with 100% of clients praising their timely delivery and comprehensive financial support. Clients commend DCG’s exceptional expertise and reliable 24/7 support, noting improved financial operations and compliance.

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Reviews mention Unique expertise
Clients have praised DCG | CPA and Management Consulting Firm for their unique expertise in finance and accounting, highlighting their ability to provide 24/7 support and a diverse team of specialists. One client noted that the firm's comprehensive knowledge allowed for seamless operations, even during staff absences. Overall, feedback reflects a positive sentiment, with clients appreciating the firm's responsiveness and the significant improvements brought to their financial processes.

Accounting Services for Nonprofit Health Clinic

5.0 Aug 7, 2023

What is so great about DCG is it is 24/7, and the support is always there. Their team has a handful of experts whose skills translate in many areas of accounting and finance.
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2 of 2 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Nonprofit Health Clinic
5.0 — DCG | CPA and Management Consulting Firm oversees the financial aspects of a nonprofit health clinic. The team manages accounts payable, payroll, monthly reporting, cash flow forecasting, and more. Read more
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Industry Experience

DCG | CPA and Management Consulting Firm has received positive feedback across various industries, particularly in Healthcare and Advertising & Marketing. Clients commend their expertise in financial management, including tax preparation and cash flow forecasting, highlighting their ability to streamline financial operations. In Healthcare, they facilitate comprehensive financial oversight for nonprofits, while in Advertising, they ensure compliance and effective financial modeling. Overall, the firm is recognized for its responsiveness, cultural fit, and impact on enhancing financial health.
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Healthcare Advertising & marketing

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight DCG | CPA and Management Consulting Firm's competitive pricing and overall value for money. One client noted that their pricing fit within budget while providing 'great value for cost.' Another emphasized the firm's superior service compared to previous financial providers, stating they are 'far and above better.' Overall, feedback reflects a strong sentiment regarding the firm's ability to deliver quality services at reasonable rates.
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CMP

4.5 1 review

Undisclosed

$100 - $149 / hr

10 - 49

Layton, UT

Services provided

80% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

CMP, a firm specializing in accounting services, provides comprehensive support in tax preparation, bookkeeping, and financial analysis. They are praised for their expertise, excellent customer service, and the financial strategies they offer, with 100% of reviewers noting positive impacts, including cost savings and peace of mind. Their free initial consultations are a distinctive benefit.

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0 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting & Consulting for Personal Injury Law Firm
4.5 — Cook Martin Poulson, P.C. provides ongoing tax filing and accounting services for an injury law firm. They make educated recommendations regarding taxes and manage the QuickBooks chart of Read more
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Industry Experience

Cook Martin Poulson, P.C. has demonstrated strong expertise in the Legal industry, particularly in providing accounting and tax services to law firms. Clients have praised their professionalism, strategic insights on tax elections, and effective bookkeeping support, resulting in significant financial benefits and peace of mind. The overall sentiment is highly positive, indicating that legal professionals seeking reliable accounting services would find CMP to be a suitable partner.
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Legal

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with Cook Martin Poulson, P.C.'s pricing and value, noting their hourly charges are reasonable, with one client estimating under $5,000 invested for comprehensive services. Their initial consultation is provided at no charge, a feature that distinguishes them in the market. Overall, clients feel that the firm's expertise not only alleviates their accounting burdens but also leads to significant cost savings, reinforcing a positive sentiment regarding their overall cost-effectiveness.
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MCA Accounting Solutions / MyCannabisAccountant.com

4.7 3 reviews

$5,000+

$150 - $199 / hr

10 - 49

Buford, GA

Services provided

85% Accounting

10% Finance & Accounting Outsourcing (FAO)

5% Financial Advising & Planning

MCA Accounting Solutions / MyCannabisAccountant.com is an accounting firm specializing in bookkeeping, tax preparation, CFO, and financial advisory services, particularly in the cannabis industry. Reviews highlight their expert knowledge, responsiveness, and personalized approach, with 100% of reviewers noting their strong industry understanding and effective communication. However, some suggest improvements in email communication and timeliness.

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Reviews mention Understands their clients' needs
Clients have expressed a strong sentiment that MCA Accounting Solutions demonstrates a thorough understanding of their needs, particularly in navigating the complexities of cannabis tax laws. One client highlighted the firm's personal approach, noting their commitment to understanding the business and maintaining regular communication. The team's engagement and comfort with industry nuances were also praised, reinforcing their capability to meet client expectations effectively.

Accounting for Cannabis Contracting Firm

4.5 Jan 29, 2021

They take a very personal approach. MCA Accounting Solutions took the time to get to know us and our business. Their follow up has been very thorough. They check in on how our business is doing and what our plans for the future are.
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Accounting for Cannabis Contracting Firm

4.5 Jan 29, 2021

MCA Accounting Solutions is very engaged and understands all of the nuances of the industry. They seemed very comfortable from the get-go. Overall, they’re great people to talk to.
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Industry Experience

MCA Accounting Solutions / MyCannabisAccountant.com has demonstrated strong expertise in financial services, real estate, and cannabis-related business services. Feedback highlights their responsiveness, thoroughness, and industry knowledge, particularly in navigating complex tax laws for cannabis operations. Clients appreciate their personal approach and effective project management. Overall sentiment is positive, suggesting strong suitability for businesses in financial services and cannabis sectors, while also showing capability in real estate.
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Financial services Real estate Business services

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More responsive than most other service providers

MCA Accounting Solutions / MyCannabisAccountant.com is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Atlanta, Georgia (1) Oakland, California (1) Eagle Point, Oregon (1)

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Greyson Tax & Consulting

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Columbus, OH

Services provided

75% Accounting

15% Business Consulting

10% Financial Consulting

Greyson Tax & Consulting is an accounting services firm specializing in bookkeeping, tax preparation, and financial statement preparation. Reviews highlight their expertise in tax filing and business structuring, with clients reporting significant financial savings, such as a $30,000 tax reduction. Clients commend their timely communication and personalized service, noting a seamless integration with modern business needs.

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1 of 1 Accounting reviews are 5 stars

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Bookeeping for Real Estate Office
5.0 — Greyson Tax Consulting provided personal and business tax filing, company registration restructuring, and QuickBooks bookkeeping services to the owner of a franchised real estate company. Read more
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Industry Experience

Greyson Tax Consulting has demonstrated expertise primarily in the real estate industry, providing comprehensive tax and bookkeeping services that streamline financial processes and enhance business performance. Clients have reported significant financial savings, notably around $30,000 in taxes, due to their effective strategies and timely communication. The positive sentiment reflects their ability to support growth in real estate operations, making them a suitable partner for businesses seeking reliable financial consulting.
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Real estate

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Average Project Cost Breakdown

What Clients Have Said
Clients have consistently praised Greyson Tax Consulting for their exceptional value for money, with one client reporting a savings of $30,000 in taxes, showcasing a significant return on investment. The firm's ability to manage complex financial tasks efficiently and provide timely communication further enhances their perceived value. Overall, clients feel that the cost of services is justified by the substantial financial benefits received, leading to a high level of satisfaction.
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OnTarget CPA

5.0 1 review

Undisclosed

$200 - $300 / hr

10 - 49

Indianapolis, IN

Services provided

60% Accounting

20% Business Consulting

20% Finance & Accounting Outsourcing (FAO)

OnTarget CPA is a distinguished accounting service firm offering expertise in financial analysis, tax preparation, and advisory services. Reviews highlight their proactive leadership and exceptional consulting advice, with 100% positive feedback regarding their anticipation of tax needs and implementation of cost-saving measures. Their professional and transparent communication style is frequently praised.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Consultations for Growth Company
5.0 — OnTarget CPA provides accounting consultations for a growth company. They were hired for their proactivity and knowledge. Read more
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Industry Experience

OnTarget CPA has demonstrated expertise primarily in the Advertising & Marketing sector, receiving positive feedback for their proactive consulting approach and ability to anticipate client needs. Their clients praised the firm for delivering top-notch advice that resulted in significant cost and time savings. The sentiment in this industry is highly favorable, indicating that potential clients in Advertising & Marketing can expect professionalism and strategic insights tailored to their specific challenges.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with OnTarget CPA's overall cost and value for money, highlighting the firm's proactive approach and high-quality consulting advice. One client noted the monthly cost structure as reasonable, emphasizing the implementation of cost-saving measures as a significant outcome. Overall sentiment reflects appreciation for the firm's expertise and transparency, with no identified areas for improvement in terms of pricing.
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EZ Buzz Solutions Pvt. Ltd.

5.0 1 review

Undisclosed

< $25 / hr

50 - 249

Tracy, CA

Services provided

100% Accounting

EZ Buzz Solutions Pvt. Ltd. is a reputable firm specializing in bookkeeping and comprehensive accounting services, including financial reporting and tax preparation. Reviewers consistently highlight the company's efficiency and expertise, with a noted 95% client retention rate and a significant 15% improvement in cash flow management. Clients commend their personalized financial solutions and secure data management, though some suggest they could enhance long-term financial strategy advisory.

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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

Bookkeeping Support for Accounting & Consultancy Firm
5.0 — EZ Buzz Solutions Pvt. Ltd. provided bookkeeping support for an accounting and consultancy firm. The team implemented a financial dashboard, tracked monthly cash flow, managed expenses, and provided Read more
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Industry Experience

EZ Buzz Solutions Pvt. Ltd. has demonstrated strong expertise in the Business Services sector, particularly in financial management and bookkeeping. Clients have praised their personalized approach, timely project delivery, and effective solutions that led to improved cash flow management and operational efficiency. Overall sentiment in this sector is highly positive, reflecting the provider's strengths in enhancing financial transparency and reducing errors. Their success in implementing customized financial dashboards positions them well for similar projects in consultancy and accounting services.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed that EZ Buzz Solutions Pvt. Ltd. offers good value for cost, particularly highlighting their ability to streamline bookkeeping processes effectively. One client noted a 15% improvement in cash flow management and significant cost savings due to EzBuzz's detailed expense tracking and analysis. Overall sentiment reflects satisfaction with the company's pricing relative to the quality of service, although some clients suggested the need for more proactive financial strategy insights.
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Accountants in Miami

5.0 1 review

$10,000+

$200 - $300 / hr

2 - 9

Miami, FL

Services provided

76% Accounting

24% Finance & Accounting Outsourcing (FAO)

Accountants in Miami is a firm specializing in auditing and accounting services, providing financial and tax guidance to businesses. Feedback highlights their exceptional responsiveness and communication, with 100% of reviewers praising their reliability and professionalism. Their ability to foster strong client relationships and maintain consistent communication is frequently noted as a key strength.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Annual Audit & Tax Guidance for Healthcare Company
5.0 — Accountants in Miami performs an annual audit for a healthcare company. They also help with financial and tax guidance. Read more
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Industry Experience

Accountants in Miami exhibits strong expertise in the Healthcare industry, providing auditing and financial guidance. Clients highlight their responsiveness, effective communication, and organizational skills, contributing to a positive and ongoing partnership. The feedback reflects a high level of satisfaction, indicating that potential clients in Healthcare can expect reliable and attentive service. Overall sentiment is highly favorable, making them a solid choice for businesses in this sector.
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Healthcare

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients report that Accountants in Miami provides excellent value for money, with one client noting an annual investment of $25,000 for comprehensive auditing and financial guidance. They highlight the firm's responsiveness and strong communication, emphasizing a solid working relationship that enhances their financial management. Overall, the sentiment is highly positive, with clients recommending the firm for its reliability and dedication to client needs.
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L.V. Browne, CPA

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Richardson, TX

Services provided

100% Accounting

L.V. Browne, CPA is an accounting services firm specializing in Tax Preparation, Bookkeeping, and Financial Reporting. They are praised for their reliable service, effective communication, and personalized financial guidance, with 100% positive feedback from clients noting improved business management and financial health. Clients appreciate direct access to leadership and timely delivery of services.

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2 of 2 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping Services for Crafting Supplies Provider
5.0 — L.V. Browne, CPA provides tax and bookkeeping services for a crafting supplies provider. Read more
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Industry Experience

L.V. Browne, CPA has demonstrated strong expertise in diverse industries, notably Engineering and Retail. Clients from the Engineering sector commend their tax preparation and financial reporting, highlighting significant business growth. Retail clients appreciate their efficient bookkeeping and tax management, especially in resolving past overpayments. Overall, feedback emphasizes their professionalism, timely communication, and a personalized approach, making them a suitable partner for businesses needing reliable financial management across these industries.
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Engineering Retail

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Average Project Cost Breakdown

$10,000 to $49,000 (2)

What Clients Have Said
Clients of L.V. Browne, CPA consistently report satisfaction with the company's pricing and overall value. One CEO noted that the firm's pricing fit their budget and provided great value, contributing to significant business growth. Another client emphasized the ease of managing taxes and bookkeeping, stating that they felt their company was in good hands. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of services provided by L.V. Browne, CPA.
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More responsive than most other service providers

L.V. Browne, CPA is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Valor Mineral Management

5.0 1 review

$10,000+

$150 - $199 / hr

10 - 49

Fort Worth, TX

Services provided

50% Accounting

50% Business Consulting

Valor Mineral Management is a mineral management company specializing in the digitization and organization of oil and gas records. Their reviews highlight a 100% positive feedback rate, emphasizing their expertise in improving efficiency and accuracy in recordkeeping. Clients commend them for their excellent project management and effective communication, with no reported areas for improvement.

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Industry Experience

Valor Mineral Management has received positive feedback primarily from the Energy & Natural Resources sector. Clients highlight their expertise in digitizing historical records for oil and gas operations, resulting in increased efficiency and accurate data management. Their strengths lie in project management, accuracy in lease negotiations, and thoroughness in recordkeeping. Overall, the sentiment is highly favorable, making them a strong fit for clients needing solutions in the oil and gas industry.
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Energy & natural resources

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed high satisfaction with Valor Mineral Management's cost-effectiveness, particularly highlighting the significant value derived from their services. One client noted that the digitization of over 100 years of records has greatly improved operational efficiency and accuracy. Additionally, the project management was described as excellent, with no reported areas for improvement. Overall, clients feel that Valor delivers substantial value for the investment, particularly for those needing extensive recordkeeping.
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Braj Aggarwal, CPA, P.C.

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Jackson Heights, NY

Services provided

80% Accounting

10% Finance & Accounting Outsourcing (FAO)

10% Financial Advising & Planning

Braj Aggarwal, CPA, P.C. is an accounting firm specializing in comprehensive accounting services, including bookkeeping, financial reporting, audit services, and tax filing. Reviews highlight their exceptional service, with 100% of clients noting timely and effective accounting solutions, and their ability to efficiently manage projects with a high level of personal interaction. Clients consistently express satisfaction, with no significant areas for improvement identified.

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Reviews mention Exceeds expectations
Clients consistently report that Braj Aggarwal, CPA, P.C. exceeds expectations in their accounting services. Notably, a technology company COO highlighted their excellent, full-suite services delivered promptly and effectively, facilitated by dedicated account managers and support staff. The overall sentiment reflects a high level of satisfaction, with clients expressing confidence in their ability to meet and surpass project goals without any noted areas for improvement.

Accounting Services for Technology Company

5.0 Feb 25, 2022

Braj Aggarwal, CPA, P.C.'s services exceeded expectations. They have dedicated account managers with support staff that provided timely and effective services. Excellent, full-suite accounting services provided in a timely manner.
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2 of 2 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Technology Company
5.0 — Braj Aggarwal, CPA, P.C has provided accounting services for a technology company. Read more
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Industry Experience

Braj Aggarwal, CPA, P.C. demonstrates strong expertise in the IT Services and Manufacturing sectors. Clients in IT praised their full-suite accounting services and effective communication, highlighting timely support and exceeding expectations. In Manufacturing, their auditing capabilities were noted for compliance with standards and efficient processes, facilitating smooth audits. Overall, client sentiment is positive, particularly in the technology and manufacturing industries, making them a suitable choice for firms seeking responsive and knowledgeable accounting and auditing services.
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IT Services Manufacturing

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Average Project Cost Breakdown

What Clients Have Said
Clients express a positive sentiment regarding the cost and value for money offered by Braj Aggarwal, CPA, P.C. One client noted their investment ranged from $50,000 to $200,000, and described the service as exceeding expectations, emphasizing the firm's timely and effective delivery. Another reviewer highlighted the firm's full-suite accounting services as excellent, indicating a perception of high value relative to cost. Overall, feedback suggests that clients find the firm’s pricing appropriate given the quality of service provided.
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Cloud Accountant Staffing

4.9 15 reviews

Undisclosed

Undisclosed

250 - 999

Indianapolis, IN

Services provided

10% Accounting

40% Finance & Accounting Outsourcing (FAO)

20% Back Office Outsourcing +2 services

15% Recruitment Process Outsourcing

15% Staffing

Cloud Accountant Staffing is an accounting services firm that specializes in bookkeeping, tax preparation, and financial reporting. According to reviews, they consistently deliver timely and professional services, with 100% of reviewers noting their strong communication and cultural alignment. Clients appreciate their ability to provide skilled talent and emphasize their good value for cost. Their services are frequently described as efficient and aligned with client objectives.

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Reviews mention Reliable
Cloud Accountant Staffing has consistently received positive feedback regarding their reliability. Clients commend their timely delivery and effective communication, noting that they fulfill staffing requests promptly, often within 1-4 months. One client highlighted their "reliable screening process" that aligns with company values, while another stated they are "very good with communication and keep their promises." Overall, the sentiment reflects strong trust in Cloud Accountant Staffing's ability to meet client needs effectively.

Recruitment Process & Staffing for Accounting Firm

5.0 Jan 23, 2025

CAS is very reliable in their communication; considering the nature of staffing, I don't put deadlines on this work, but when a position needs to be filled, we can typically start interviewing within 1-2 weeks of a request being submitted. Most candidates have a reasonable start time, and I've never had to wait longer than a month between offering a candidate a role and their start date.
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Staffing Services for CPA Firm

5.0 Jan 31, 2025

Requested accountants were staffed in 2 weeks to 4 months depending on level requested - staff(2 weeks) or manager(4 months). They are very good with communication and keep their promises.
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Staffing Services for Accounting Company

4.0 Feb 14, 2025

Yes, they deliver what's been promised. Thry have a reliable screening process that not just ensures a match of what we needed to get the job done but also of what our values are in the company.
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6 of 6 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Financial Services Company
5.0 — Cloud Accountant Staffing provides accounting services for a financial services company. The team handles day-to-day bookkeeping, accounting management, and basic tax preparation. Read more
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Industry Experience

Cloud Accountant Staffing has demonstrated strong expertise primarily in the Financial Services and Business Services sectors. Clients in financial services commend their effective staffing solutions and responsiveness, while those in business services appreciate their organizational skills during recruitment. The overall sentiment is highly positive, noting their alignment with company values and culture fit. This provider is particularly well-suited for businesses in accounting, bookkeeping, and tax preparation, indicating a strong match for clients in these industries.
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Financial services Other industries Business services

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Seattle, Washington (2) New York City, New York (1) San Antonio, Texas (1) Indianapolis, Indiana (1) Fort Wayne, Indiana (1) Kalamazoo, Michigan (1) Melbourne, Florida (1) Syracuse, New York (1) Tustin, California (1) Farmington, Utah (1) Tempe, Arizona (1) Austin, Texas (1) Spokane Valley, Washington (1) Reading, Pennsylvania (1)

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Yggdrasil Financial LLC

5.0 1 review

$1,000+

$50 - $99 / hr

2 - 9

Miami, FL

Services provided

100% Accounting

Yggdrasil Financial LLC is an accounting services firm offering bookkeeping, financial reporting, and financial advisory services. Reviews highlight their expertise in cash flow management and margin analysis, with 100% of feedback praising their flexibility and deep industry knowledge. The firm is commended for its ability to enhance financial control and deliver customized financial solutions.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Services for Recruiting & Staffing Consultancy
5.0 — Yggdrasil Financial LLC provides bookkeeping and financial management services. They’ve cleaned up books, established QuickBooks invoicing, created a cash flow forecast model, and margin Read more
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Industry Experience

Yggdrasil Financial LLC has demonstrated strong expertise in the Chemicals & Biotechnology industry, particularly in financial management and accounting. Feedback highlights their ability to customize financial solutions, including cash flow forecasting and margin analysis, contributing significantly to improved financial control and operational efficiency. Clients appreciate their deep knowledge and flexibility, indicating a positive overall sentiment. This provider is well-suited for businesses seeking tailored financial services and strategic insights in this sector.
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Chemicals & Biotechnology

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have reported that Yggdrasil Financial LLC provides excellent value for money, particularly highlighting the customized cash flow forecast and margin analysis they developed. One client noted a significant improvement in financial management after investing approximately $7,500. The flexibility and deep knowledge of the team, especially Tine, were praised, indicating that the investment has led to substantial benefits without any noted areas for improvement.
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Swanson Reed | Specialist R&D Tax Advisors

5.0 21 reviews

$25,000+

< $25 / hr

10 - 49

Fort Worth, TX

Services provided

100% Accounting

Swanson Reed | Specialist R&D Tax Advisors is a firm focused on providing expert tax advisory services, particularly in areas like technical audits and tax preparation for R&D activities. Their clients praise their technical expertise and project management, with one review noting an 18% increase in R&D tax offsets secured. The feedback is overwhelmingly positive, highlighting their efficiency and communication.

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2 of 2 reviews are 5 stars

1 new review for Accounting services

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for Swanson Reed | Specialist R&D Tax Advisors highlight their expertise in R&D tax credits, with clients noting successful outcomes such as a 100% acceptance rate on claims and significant tax credit recoveries. Clients, including technology and healthcare firms, praised the company's technical understanding and structured project management, ensuring compliance and timely deliverables. Suggestions for improvement included enhancing data integration tools, but overall sentiment remains highly positive regarding their valuable contributions to R&D tax processes.
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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

Financial Consulting & Audit for MedTech Company
5.0 — Swanson Reed | Specialist R&D Tax Advisors conducted a technical audit of a medtech company's R&D work. The team prepared technical narratives, calculated qualifying expenditures, and managed the Read more
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Industry Experience

Swanson Reed | Specialist R&D Tax Advisors has demonstrated strong expertise in the medical industry, particularly in remote patient monitoring and diagnostic software development. Clients commend their technical literacy and meticulous project management, leading to significantly higher R&D tax credits. The overall sentiment is positive, emphasizing their ability to navigate complex technical challenges effectively. Their strengths include detailed technical audits and clear communication, making them a valuable partner for healthcare technology companies seeking tax incentive support.
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Vertex Accounting

4.9 4 reviews

$1,000+

$300+ / hr

10 - 49

St. Petersburg, FL

Services provided

100% Accounting

Vertex Business Plans is a company specializing in developing business and financial models. The reviews indicate that 100% of clients found their pricing to be budget-friendly and appreciated the quality of their deliverables. While they delivered projects on time, 100% of reviewers noted room for improvement in communication. Overall, clients were impressed with their ability to meet expectations.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews for Vertex Accounting highlight their effective delivery of business and financial models, particularly for a solar energy project. Clients noted the company's strong adherence to timelines and the value for cost. One client appreciated the financial model's alignment with their expectations but suggested minor improvements in communication. Overall, the sentiment is positive, reflecting satisfaction with the project's outcomes and the professionalism of Vertex Accounting.
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Industry Experience

Vertex Business Plans has demonstrated expertise in the Energy & Natural Resources sector, particularly in developing business and financial models for solar energy projects. Clients appreciate their budget-friendly pricing and the value delivered, highlighting timely project completion. Overall sentiment in this sector is positive, with feedback indicating satisfaction with outcomes and project management, though there is room for improvement in communication.
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What Clients Have Said
Clients generally view Vertex Business Plans as offering good value for their services, with one reviewer noting that their pricing fit within budget and provided good value for cost. The company successfully developed a financial model that met the client's expectations, though there was a request for additional time for revisions. Overall, the sentiment reflects a positive assessment of the company's cost-effectiveness and deliverables.
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MAVENTRI

4.9 9 reviews

$5,000+

$100 - $149 / hr

10 - 49

Ashburn, VA

Services provided

65% Accounting

25% Web Design

10% Digital Strategy

MAVENTRI is a proficient provider of accounting services, including bookkeeping, financial reporting, tax preparation, and strategic financial advisory. Clients consistently highlight MAVENTRI's dedication, flexibility, and responsiveness, with 100% positive feedback emphasizing their capability to seamlessly integrate as an extension of the client's team. Approximately 75% of reviewers praise their comprehensive and tailored approach to diverse financial needs.

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Industry Experience

MAVENTRI has demonstrated expertise across various industries, including Financial Services, Real Estate, Government, and Other Industries. Clients have praised them for their responsiveness, modern accounting solutions, and strategic HR support. Financial services clients highlighted MAVENTRI's ability to augment bookkeeping and compliance capabilities, while real estate firms noted improved internal efficiencies. Government organizations appreciated their knowledge of federal regulations. Overall, MAVENTRI's strengths lie in personal attention, technology integration, and adaptability, making them a strong fit for growing businesses in multiple sectors.
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Real estate Nonprofit Transportation Government Financial services IT Services

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Average Project Cost Breakdown

$10,000 to $49,000 (3) Less than $10,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
MAVENTRI offers flexible and tailored pricing, which clients find beneficial for managing their budgets effectively. One client noted the monthly recurring agreement that aids in expense management, while another highlighted the different service packages available based on workload intensity. Overall, clients express satisfaction with the value received, citing MAVENTRI's responsiveness and commitment to their needs as key strengths. However, there is a recognition of the importance of maintaining personal rapport as the company grows.
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Washington, District of Columbia (6) Baltimore, Maryland (1) Leesburg, Virginia (1) Sterling, Virginia (1)

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Goldenthal & Suss Consulting PC

5.0 3 reviews

Undisclosed

$200 - $300 / hr

2 - 9

Staten Island, NY

Services provided

75% Accounting

20% Business Consulting

5% Financial Consulting

Goldenthal & Suss Consulting PC is a CPA firm specializing in Accounting Services, Tax Preparation, and Financial Statement Preparation, consistently receiving positive feedback for their professionalism and responsiveness. With 100% of reviewers highlighting their timely and high-quality deliverables, the company is praised for their excellent communication and attentive client service. Clients value their strategic financial guidance and alignment with company values.

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3 of 3 Accounting reviews are 5 stars

3 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Business Consulting for Animal Rescue Nonprofit
5.0 — Goldenthal & Suss Consulting PC provided accounting, bookkeeping, and advisory services for an animal rescue nonprofit. The team prepared annual returns and audited financial statements and Read more
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Industry Experience

Goldenthal & Suss Consulting PC has demonstrated expertise in the non-profit, legal, and financial services industries, receiving positive feedback across all sectors. Clients commend their high-quality deliverables, responsiveness, and professionalism. In the non-profit sector, they excel in accounting and bookkeeping services. Legal clients benefit from strategic tax and accounting advice, while financial services firms value their ongoing accounting support and proactive relationship management. Overall, sentiment is highly favorable, making them a strong fit for clients in these industries.
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Non-profit Legal Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Goldenthal & Suss Consulting PC's exceptional value for money, noting their ability to deliver high-quality services in a timely and cost-effective manner. One client appreciated the 'great value for cost,' while another emphasized their 'pricing fit our budget.' Overall, the sentiment reflects satisfaction with the firm's pricing structure and the quality of work provided, reinforcing their reputation as a reliable and efficient partner.
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More responsive than most other service providers

Goldenthal & Suss Consulting PC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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317 Bookkeeping

5.0 1 review

Undisclosed

$25 - $49 / hr

2 - 9

Indianapolis, IN

Services provided

100% Accounting

317 Bookkeeping is a specialized accounting services firm offering bookkeeping and financial advisory expertise. Reviewers consistently praise their prompt and meticulous service, with 100% positive feedback highlighting their organizational skills and advisory capabilities. Clients, such as a President of an electrical contractor company, emphasize the firm's exceptional performance in managing comprehensive bookkeeping tasks.

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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 Electrical Contractor
5.0 — 317 Bookkeeping provides accounting services for an electrical contractor. The team handles the entire bookkeeping of the client's company. Read more
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Industry Experience

317 Bookkeeping has demonstrated expertise in the construction industry, specifically serving electrical contractors. Clients appreciate their organizational support, prompt communication, and meticulous attention to detail. The overall sentiment reflects high satisfaction, with feedback highlighting the provider's ability to effectively manage bookkeeping tasks and deliver timely results. Potential clients in the construction sector seeking reliable bookkeeping services will likely find 317 Bookkeeping to be a strong fit.
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Construction

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients appreciate 317 Bookkeeping's value for money, highlighting the exceptional service provided by Dan, which has led to significant organizational improvements. One client noted, 'Dan is by far one of the best decisions I made,' underscoring the positive impact on their business. The responsiveness and meticulousness of the team have also been commended, with clients expressing satisfaction that their investment in these services has yielded substantial returns.
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Crowe LLP

5.0 4 reviews

$10,000+

$150 - $199 / hr

1,000 - 9,999

Chicago, IL

Services provided

30% Accounting

40% CRM Consulting and SI

20% Application Management & Support +1 service

10% Business Consulting

Crowe LLP is a professional services firm specializing in Microsoft Dynamics CRM implementations, customizations, and integrations. The company consistently receives positive feedback, with approximately 100% of reviews praising their technical expertise, responsive project management, and ability to understand and address business problems. Clients appreciate their collaborative approach and high-quality deliverables, often noting minimal defects and efficient issue resolution.

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Reviews mention Professional
The feedback regarding Crowe Horwath highlights their professionalism and commitment as a consulting partner. Clients express appreciation for their collaborative approach and deep understanding of business needs, stating, "Crowe Horwath truly impressed us with their professionalism" and noting that they felt cared for and trusted. Overall sentiment reflects high satisfaction, with clients valuing their expertise and considering them a reliable partner, although some suggest improvements in project scope management.

Non-Profit Consulting Microsoft CRM Development

5.0 May 9, 2013

Sure. I consider them a true partner in helping me get my job done. That sounds like sales talk, and it probably will be in some slide somewhere, but I’ve been in the business for 15 years—maybe 17 years—and from the time we met, Crowe Horwath truly impressed us with their professionalism. I felt like I was talking to somebody who cares as much about my business as I did, who understood what I meant, and who I can really trust with a huge amount of responsibility. I just don’t find that that is as common as I would like it to be with many consulting firms.
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Industry Experience

Crowe Horwath has received positive feedback across various industries, notably in business services, software, and other sectors. Clients commend their expertise in Microsoft Dynamics CRM, emphasizing their strong customization capabilities and effective project management. The overall sentiment highlights their focus on understanding business needs, delivering high-quality solutions, and maintaining excellent communication. This provider is particularly well-suited for organizations seeking tailored CRM implementations and technical development within sectors that value integration with Microsoft products.
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Business services IT Services Software

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Average Project Cost Breakdown

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

What Clients Have Said
Overall, clients express strong satisfaction with Crowe Horwath's cost-effectiveness and value for money. One client noted their projects typically range from $25,000 to $30,000, emphasizing successful outcomes without needing extensive revisions. Another highlighted the company's ability to deliver high-quality solutions on time, stating they prefer to take extra time to ensure excellence rather than rush. The sentiment across reviews reflects a consistent appreciation for the company's expertise and responsiveness, reinforcing their reputation as a reliable partner.
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Hartford, Connecticut (1) Providence, Rhode Island (1) Boston, Massachusetts (1)

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JPG

5.0 3 reviews

$1,000+

$50 - $99 / hr

10 - 49

Houston, TX

Services provided

70% Accounting

30% Financial Advising & Planning

JPG is a professional accounting services firm offering comprehensive solutions like bookkeeping, financial statement preparation, tax planning, and financial analysis. With reviews highlighting their exceptional project management and responsiveness, 100% of clients express satisfaction with their services, noting impressive tax savings and organized operations. Their commitment to accuracy and client satisfaction distinguishes them in the industry.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping, Accounting & Financial Advising for Mktg Co
5.0 — JPG has helped transition a marketing company from cash to accrual accounting. The team also applies tax reduction strategies, produces reports, manages the cash flow, and implements bookkeeping Read more
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Industry Experience

JPG has received positive feedback primarily from clients in the Advertising & Marketing and Consulting industries. Clients commend their expertise in accounting services, including bookkeeping and payroll, noting strong project management, timely delivery, and exceptional responsiveness. The overall sentiment is highly favorable, highlighting JPG's ability to provide tailored financial solutions and valuable insights, making them a suitable choice for businesses seeking reliable and effective accounting support within these sectors.
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Consulting Advertising & marketing

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$250 Best for companies with <$1MM in annual sales $810 Best for companies between $1>< $3MM annual sales $2,500 Best for companies with more than $3MM annual sale

Bookkeeping Packages
Discover new opportunities for your business with our all-in-one financial solutions, encompassing bookkeeping, payroll, and tax. We don’t just crunch numbers. We dive deep into your unique circumstances and uncover insights to, streamline your finances and grow your business. Note: Our prices are not fixed, those are starting at prices.
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HK Associates, Certified Public Accountants

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Simi Valley, CA

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

HK Associates, Certified Public Accountants is an accounting service firm specializing in tax preparation, bookkeeping, and financial statement preparation. The reviews highlight their expertise in managing complex tax situations, particularly with Amazon, and their exceptional communication, which 100% of reviewers found impressive. Clients also appreciate their proactive approach in resolving past tax issues and providing financial advisory support.

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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 Retail Company
5.0 — HK Associates, Certified Public provides tax preparation services. The team helps an online store file their taxes and manage their books. Their services are ongoing. Read more
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Industry Experience

HK Associates, Certified Public has demonstrated strong expertise in the retail industry, particularly in navigating tax complexities for e-commerce businesses. Client feedback highlights their effective communication, thoroughness in tax preparation, and proactive support in correcting past errors, resulting in financial recoveries. Their personable approach and commitment to client education contribute positively to their reputation, making them a suitable choice for retail businesses seeking reliable financial guidance.
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Retail

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with HK Associates, noting their clear pricing and friendly communication. One client mentioned spending around $2,000, highlighting that the firm went above and beyond in tax filing, resulting in refunds for overpaid state taxes. Overall, feedback indicates that the company provides good value for money, with effective support and expertise in navigating complex tax issues, leaving clients feeling well-supported and informed throughout the process.
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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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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.

Top Accounting Firms in the United States

List of the Best United States Accountants

Reviews mention Knowledgeable

Tax Management & Consultancy for Medical Dosimetry Provider

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1-800Accountant is very responsive

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George Dimov, CPA is responsive

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Reviews mention Exceeds expectations

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Reviews mention Trustworthy

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Reviewed 7 times in the past 6 months

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Reviews mention Reliable

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Reviews mention Understands their clients' needs

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Accounting Services for Circus School & Theatre Company

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Sound Advice Bookkeeping is very responsive

Reviews mention Reasonable pricing

Accounting Services for Non-Profit Organization

Accounting Services for Non-Profit Organization

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Accounting, Bookkeeping & Payroll Processing for Painting Co

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Accounting & Tax Filing Consulting for Marketing Agency

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