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Top Accounting Firms in the United States

From Wall Street finance in New York to fast-growing startups in Austin and San Francisco, the United States hosts a deep bench of accounting talent. U.S.-based CPA firms help organizations stay compliant with GAAP and IRS rules while optimizing cash flow, tax strategy, and reporting.

On Clutch, you can evaluate partners by verified client reviews, industry focus, service lines, and budgets — from boutique controllers to Big 4 accounting credentials. Filter by location, hourly rate, or specialties like tax and accounting services, audit and assurance, and outsourced CFO support to find the right fit. Start by exploring national leaders or refine your search to a specific state or metro area:

• Top Accounting Companies

• Accounting Companies in San Francisco

• Accounting Companies in Dallas

• Accounting Companies in New York

• U.S. Accounting Companies for Business Services

Ratings Updated: July 1, 2026

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Featured

What are Featured Providers?
1-800Accountant

4.5 31 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Serves United States

Services provided

100% Accounting

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

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Reviews mention Unique expertise
Clients have expressed high satisfaction with 1-800Accountant's unique expertise in tax management and accounting services. One client noted their impressive knowledge and responsiveness, highlighting effective communication and cost-effective solutions tailored to specific business needs. The firm’s entrepreneurial background also instilled confidence in their capabilities. Overall, the feedback reflects a strong sentiment favoring their specialized skills and commitment to client support.

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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4 of 4 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Management & Consultancy for Medical Dosimetry Provider
5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read more
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Average Project Cost Breakdown

Less than $10,000 (5)

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

1-800Accountant is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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George Dimov, CPA

4.8 37 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

Serves United States

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.

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13 of 14 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

George Dimov, CPA demonstrates strong expertise in various industries, particularly in Advertising & Marketing, Information Technology, Financial Services, and Real Estate. Clients commend their responsiveness, thorough communication, and ability to provide tailored solutions that lead to significant financial benefits, including tax savings. Overall sentiment across industries remains highly positive, indicating that potential clients in these sectors can expect reliable, professional financial services that foster growth and clarity.
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Real estate Construction Financial services Consumer Products Other Industry Information technology IT Services Arts, entertainment & music Advertising & marketing

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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
Clients consistently highlight George Dimov, CPA's competitive pricing and excellent value for money. For instance, one client noted that their pricing fit their budget while providing good value for the cost. Another client emphasized the significant tax savings achieved through strategic planning, stating they saved over $100,000 annually. Overall, the sentiment is overwhelmingly positive, with clients appreciating both the affordability and the high quality of service provided.
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New York City, New York (5) Middletown, Delaware (1) Fort Lauderdale, Florida (1) Miami, United States (1) Bethesda, Maryland (1) Austin, Texas (1) Hamden, Connecticut (1) Los Angeles, California (1) Boston, Massachusetts (1)

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CoCountant

4.9 12 reviews
Premier Verified

$1,000+

Undisclosed

50 - 249

Serves United States

Services provided

75% Accounting

25% Finance & Accounting Outsourcing (FAO)

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

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Industry Experience

CoCountant has demonstrated expertise in various industries, including Telecommunications, Information Technology, Healthtech, Non-profit, and other sectors. Clients commend them for their reliable bookkeeping, timely financial reporting, and strategic insights. In Telecommunications, they excelled in monthly bookkeeping and consultation; in IT, they provided thorough financial management; in Healthtech and Non-profits, they gained praise for improving financial visibility and reducing workloads. Overall, sentiment is highly positive across these sectors, highlighting CoCountant's value in enhancing financial operations.
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Non-profit Software Healthcare Information technology Telecommunications

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with CoCountant's pricing, noting it fits their budgets and offers excellent value for the services provided. One client highlighted that the 'cost for the value is awesome,' while another emphasized 'competitive pricing' and the 'strong value of services offered.' Overall, the sentiment regarding cost-effectiveness is positive, with multiple clients affirming that CoCountant delivers high-quality work relative to its pricing.
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Coral Gables, Florida (1) North Charleston, South Carolina (1) South Houston, Texas (1) Somerset, New Jersey (1) Boston, Massachusetts (1)

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$160 Launch $460 Scale $1,270 Command

Controller-led finance on subscription
Pick the level of controller oversight that matches your complexity – upgrade anytime. $160 - Launch: Impeccably clean audit-ready books, signed-off with controller oversight. $460 - Scale: GAAP-perfect books, automated payroll + A P. $1270 -Command: Fractional finance team with Unlimited Ops-Finance and Pulse FP&A.
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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 Well-organized projects
Clients have consistently praised DeLeon & Stang for their well-organized project management and strong communication skills. One client noted, 'Their documentation keeping is great,' and emphasized the ease of obtaining past tax submissions. Another highlighted their professionalism and responsiveness, stating, 'They’re very polite, hard workers.' Overall, the sentiment reflects a high level of satisfaction with the organized approach to project execution.

Financial Audit for Org. Management Co.

4.0 Oct 8, 2020

Communication and organization have been good.
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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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Industry Experience

DeLeon & Stang has demonstrated expertise across various sectors, including financial services, consumer products, and nonprofit organizations. Clients commend their professionalism, responsiveness, and thorough auditing capabilities, particularly in financial audits and tax services. The sentiment is overwhelmingly positive, highlighting their strong project management and communication skills. Potential clients in financial services and nonprofit sectors, as well as those in consumer products seeking proactive tax strategies, may find DeLeon & Stang to be a suitable partner.
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Software Financial services Other Industry Consumer Products

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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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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
The sentiment regarding ORBA's trustworthiness is highly positive. A client highlighted Jim Pellino as a trustworthy advisor, noting that his clear advice provided peace of mind and allowed for business growth. The client appreciated ORBA's transparency, stating they are more open than previous accountants, and emphasized their attention to detail. Overall, clients feel secure in their partnership with ORBA, which is reflected in their ongoing engagement since 2015.

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 demonstrates significant expertise in the Advertising & Marketing industry, providing specialized accounting and advisory services. Clients commend ORBA's transparency, attention to detail, and proactive communication, which have directly contributed to their business growth and financial planning. The overall sentiment is positive, highlighting ORBA's ability to address complex accounting needs effectively, making them a strong fit for businesses seeking reliable financial guidance in this sector.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive ORBA's services as providing good value for money, with specific feedback highlighting the clarity of advice and the trustworthiness of their accountants. One client noted spending around $5,000 and emphasized the peace of mind gained from their services. Another client mentioned the significant financial implications of their guidance, particularly regarding tax planning. Overall, the sentiment reflects satisfaction with the cost relative to the quality and impact of the services provided.
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indinero

4.9 20 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves United States

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

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

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Reviews mention High-quality work
Clients have consistently praised indinero for delivering high-quality work, emphasizing their thoroughness and responsiveness. One client noted, 'everything they do is very high quality,' highlighting their effective communication and ability to manage comprehensive financial services seamlessly. Another remarked on indinero's dedication to financial excellence, stating, 'they work like it is their own,' which underscores their commitment to quality even in temporary engagements. Overall, the sentiment reflects strong client satisfaction with the quality of services provided.

Accounting for SaaS Company

5.0 Aug 16, 2022

Their accuracy impressed me in the onboarding process and they keep this mentality in every task. They are professional and experienced in accounting and taxation. The team is very helpful.
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Accounting Services for Virtual Care Platform Company

5.0 Apr 1, 2022

Their eagerness to learn new systems and processes while ensuring quality work is impressive. They work like it is their own. Although the engagement was temporary, due to their dedication to ensuring financial excellence and process enhancement, we've kept them on at a lower scale indefinitely.
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Accounting & Bookkeeping for Software Company

5.0 Jan 7, 2025

We are so happy with the level of service from the Indinero team. They are great at communicating, very responsive to feedback, and everything they do is very high quality.
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15 of 15 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Financial Services Firm
5.0 — Indinero has helped a financial services company restructure their QuickBooks, build budgeting and forecasting processes, and manage multistate tax filings across 25 states as they continue scaling Read more
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Industry Experience

Indinero has demonstrated strong expertise across various industries, including financial services, advertising & marketing, medical, and software. Clients commend their attention to detail, responsiveness, and organizational skills, particularly in financial management and strategic planning. Overall sentiment is highly positive, with businesses highlighting improved financial visibility and operational efficiency, making Indinero a suitable partner for companies looking to enhance their accounting and financial processes.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software Financial services

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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)

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Watter CPA

5.0 3 reviews

$1,000+

$200 - $300 / hr

10 - 49

Serves United States

Services provided

60% Accounting

20% Business Valuation Services

20% Fractional CFO Services

<p>Watter CPA is your trusted partner in accounting and advisory services. Located in Rockville, Maryland, we have been serving clients across various industries since 1988. Our firm, founded
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Zenbooks

4.9 10 reviews
Premier Verified

$1,000+

$150 - $199 / hr

10 - 49

Serves United States

Services provided

25% Accounting

25% Finance & Accounting Outsourcing (FAO)

20% Fractional CFO Services +3 services

10% Back Office Outsourcing

10% Business Consulting

10% Financial Consulting

Zenbooks is a comprehensive accounting services company specializing in bookkeeping, tax preparation, financial advisory, and CPA services. The company is highly praised for its responsiveness, knowledge, and alignment with client values, with approximately 90% of reviews highlighting their professionalism and timely delivery. Some clients mentioned a need for improved project tracking and more tailored pricing solutions.

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Reviews mention Great project management
Zenbooks has received consistent praise for their exceptional project management across multiple reviews. Clients highlighted their timely delivery of projects, with one noting, "Deliverables are on time and process is smooth and efficient." Another client remarked on their "excellent" project management, citing attentive follow-up and effective communication. Overall, the sentiment reflects high satisfaction with Zenbooks' organizational skills and responsiveness to client needs, reinforcing their reputation as a reliable partner.

Accounting Services for Commercial Real Estate Company

5.0 Jul 19, 2023

Project management is very good. Deliverables are on time and process is smooth and efficient. Zenbooks are tech savvy and have found off the shelf software to create streamlined processes.
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Accounting Services for Sports Association

3.5 Mar 24, 2026

Good project management. Delivered on time. Need more French staff to communicate with QC companies.
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Accounting Services for Medical Aesthetics Procurement Co

5.0 Mar 30, 2026

Zenbooks' project management is excellent. The team is attentive, has great follow-up, and is friendly. We communicate via virtual meetings.
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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 client feedback on Zenbooks highlights their exceptional responsiveness, professionalism, and depth of knowledge in financial services. Clients have praised their ability to deliver timely and accurate financial reporting and bookkeeping, allowing for improved decision-making. Specific commendations include effective communication and an impressive culture fit. However, some clients noted a desire for enhanced visibility in project tracking. Overall, sentiment towards Zenbooks remains highly positive, with many clients expressing satisfaction and no significant areas for improvement.
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Industry Experience

Zenbooks has demonstrated expertise across multiple industries, including Advertising & Marketing, Business Services, Sports, Information Technology, Financial Services, Hospitality & Leisure, Real Estate, and Medical. Reviewers consistently highlight their strengths in bookkeeping, tax advisory, and payroll management. Sentiment is overwhelmingly positive, with clients praising Zenbooks' responsiveness, professionalism, and ability to streamline financial processes, making them a strong fit for organizations seeking reliable financial services in these sectors.
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Consulting Real estate Information technology Hospitality & leisure Financial services Sports Business services Advertising & marketing Medical

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Zenbooks' competitive pricing and exceptional value for money. Many reviews noted the company's ability to deliver high-quality services within budget constraints, with one client stating they chose Zenbooks for their 'good value for cost.' Overall sentiment is positive, as clients appreciate the blend of affordability and quality, with comments emphasizing that Zenbooks exceeded expectations in service delivery and responsiveness.
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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 Trustworthy
Clients express a high level of trust in LYFE Accounting, noting their impressive service and commitment to accuracy. One client emphasized feeling at ease with their financials, stating, 'I have full trust in their team.' The ease of workflow and proactive communication further enhance their trustworthy reputation, with no reported areas for improvement. Overall, the sentiment is overwhelmingly positive, highlighting reliability and professionalism.

Bookkeeping Services for Content Production Company

5.0 Sep 24, 2019

The service and price are really great. It's clear that they take their practice seriously and I have full trust in their team.
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Industry Experience

LYFE Accounting has demonstrated strong expertise across various industries, including real estate, hospitality, arts, entertainment, business services, and nonprofit sectors. Clients commend their meticulous bookkeeping, tax preparation, and customized financial advice. Overall, feedback reflects a high level of satisfaction with their responsiveness, knowledge, and tailored services. Potential clients in these fields can expect a reliable partner that prioritizes communication and client success.
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Real estate Hospitality & leisure Sports Business services Nonprofit 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 providing good value for money, despite some upfront costs being higher than individual tax preparers. For instance, one client noted that the higher initial fee was justified by the substantial savings achieved through effective tax strategies. Another client appreciated the 'white glove' service and the flexibility of paying after services were rendered. Overall, the sentiment is positive, highlighting the effective communication and expertise that justify their pricing.
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Atlanta, Georgia (5) Greenville, South Carolina (1) New York City, New York (1) Chandler, Arizona (1)

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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 specialized accounting services firm catering primarily to nonprofit organizations, offering expertise in bookkeeping, financial reporting, tax preparation, and audit services. Across various reviews, clients highlighted their staff's competence, exceptional project management, and significant efficiency improvements, with tasks reduced by up to 60%. Remarkably, 100% of reviewers praised Jitasa's adaptability and responsiveness, noting their consistent delivery of accurate and timely financial solutions.

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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 Great project management
Clients express strong satisfaction with SFBay Financial's project management, highlighting their proactive communication and support. One client noted, 'Whenever there is a problem, they always let me know well in advance,' reflecting their commitment to keeping clients informed. Another client praised the firm's management, stating, 'It's so awesome working with SFBay Financial.' Overall, the sentiment regarding project management is highly positive, with no suggested areas for improvement.

Accounting & Tax Services for Video Company

5.0 Mar 17, 2020

They’re great. Whenever there is a problem, they always let me know well in advance and keep me informed on important things. I like how their firm is managed. They give a lot of great support.
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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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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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Canada (1) United States (1)

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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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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves United States

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

Talent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more
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Industry Experience

Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisure

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.
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Clarity Tax Group & CPA's

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

Serves United States

Services provided

25% Accounting

25% Business Consulting

25% Financial Advising & Planning +1 service

25% Financial Consulting

Clarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.

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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for Clarity Tax Group & CPA's indicate strong client satisfaction, highlighting their responsiveness and professionalism. Clients appreciated timely payroll and accurate financial reports, noting that their bookkeeping needs were managed effectively. One client emphasized the ease of communication and the company's ability to simplify tax processes. Overall, clients express confidence in the services provided, with no significant areas for improvement identified.
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Industry Experience

Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
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Construction

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Average Project Cost Breakdown

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

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

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Serves United States

Services provided

100% Accounting

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

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1 of 1 reviews is 5 stars

1 new review for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent feedback for Wasserman Accounting CPA highlights their reliability and consistent communication in managing essential accounting tasks. A client from Prevention Digital praised their effective handling of payroll, VAT, and statutory filings, noting that all tasks were completed on time and maintained compliance without issues. The client emphasized the firm's good value for cost and steady project management, indicating satisfaction with the overall service and no areas for improvement.
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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Digital Marketing Agency
5.0 — Wasserman Accounting CPA provides ongoing financial support for a digital marketing agency. The tasks include managing payroll, preparing statutory filings, maintaining financial records, and Read more
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Industry Experience

Wasserman Accounting has garnered positive feedback across diverse sectors, including consulting, advertising, and healthcare. Clients commend their expertise in financial management, consistent communication, and reliability in delivering accurate accounting services. Notable strengths include proactive tax planning and detailed cash flow reporting, which have significantly benefited agencies and healthcare companies alike. Overall, the sentiment is highly favorable, indicating their suitability for businesses seeking organized and compliant financial partnerships.
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Advertising & marketing

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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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What are Featured Providers?

Alexander Accountants, CPAs

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Serves United States

Services provided

40% Accounting

20% Commercial Financing

20% Financial Advising & Planning +1 service

20% Financial Consulting

Alexander Accountants, CPAs is a professional accounting services firm specializing in tax preparation, financial advisory, and business structuring for tax savings. The overall feedback from their reviews is highly positive, with 100% of reviewers praising their accurate deliverables, effective communication, and substantial tax savings, resulting in financial benefits like $15,000 in tax savings.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Tax Filing Consulting for Marketing Agency
5.0 — Alexander Accountants, CPAs provides consulting services regarding a marketing agency's company structure for tax savings. The team works with the client to provide yearly tax guidance. Read more
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Industry Experience

Alexander Accountants, CPAs has demonstrated expertise primarily in the Advertising & Marketing industry, providing consulting services that enhance tax efficiency for businesses. Clients appreciate their accurate tax structuring and guidance, which have resulted in significant savings. The overall sentiment reflects strong satisfaction with their knowledge, timely delivery, and effective communication. This firm is particularly well-suited for companies seeking financial consulting services to optimize tax strategies.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express strong satisfaction with Alexander Accountants, CPAs regarding cost and value for money. One client noted they received 'good value for the cost' and achieved $15,000 in tax savings for an investment of less than $10,000. Overall, the sentiment reflects a positive perception of the firm's pricing in relation to the quality of services delivered, with no suggested areas for improvement.
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Appletree Business Services

4.9 22 reviews
Premier Verified

$1,000+

Undisclosed

10 - 49

Serves United States

Services provided

80% Accounting

10% Back Office Outsourcing

10% Fractional CFO Services

Appletree Business Services is a comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.

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14 of 16 Accounting reviews are 5 stars

3 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Flooring Company
4.5 — Appletree Business Services provides accounting services for a flooring company. The team is responsible for maintaining accurate monthly financials, reconciling monetary transactions, and managing Read more
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Industry Experience

Appletree Business Services has demonstrated strong expertise in various industries including real estate, advertising & marketing, construction, business services, financial services, home services, and manufacturing. Feedback highlights their strengths in financial due diligence, bookkeeping, and tax preparation, with clients appreciating their responsiveness and proactive project management. Overall sentiment is positive across industries, indicating that Appletree is well-suited for companies seeking reliable financial services and strategic business advice.
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Advertising & marketing Construction Other Industry Business services Home Services Financial services Manufacturing Hospitality & leisure Wellness & Fitness Real estate Design

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Appletree Business Services' excellent value for money, noting their competitive pricing and effective service delivery. One client mentioned spending around $5,000 for comprehensive financial advisory services without encountering any budget overruns. Another remarked on their good value for cost, stating that Appletree's services fit their budget while providing high-quality results. Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance between cost and the quality of service provided.
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$650 Small service based businesses $1,500 Companies over $1M in revenue $3,000 +$3M revenue, complex accounting

Business Owners Package
We bundle bookkeeping and tax into an easy monthly subscription. We can also include payroll if needed. This saves you time and money only dealing with one firm, and we can be more proactive with tax strategy throughout the year. Fees range from $650/mo - $3000/mo depending on the size and complexity.
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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 Exceptional results
Clients express exceptional satisfaction with Bharmal & Associates, Inc., highlighting their thorough understanding of complex accounting needs, particularly in the healthcare sector. A CFO from A1 Healthcare Management noted their proactive advice that saved significant tax expenses, praising their responsiveness and dedication, especially during critical transactions. Overall, feedback emphasizes their methodical approach, ethical standards, and commitment to clients' best interests, establishing them as a reliable and knowledgeable CPA partner.

Accounting for Patient Relationship Management Company

5.0 Aug 20, 2020

It’s a seamless process, and their employees are very methodical. They’re also responsive, responding promptly whenever I need advice. I recently faced a complicated business transaction, and Shoaib helped me a lot. I took my call late at night because he knew how important it was for me to close out this deal. I appreciate that they always have my best interest at heart. They keep up with what’s going on in the taxation industry, advising me on any new changes.
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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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Industry Experience

Bharmal & Associates, Inc. has demonstrated strong expertise in the healthcare and other industries, particularly in accounting and tax services. Clients in healthcare appreciate their compliance knowledge and methodical approach, while businesses in other sectors value their responsiveness and personalized service. Overall sentiment across industries is positive, highlighting their ability to provide effective solutions, maintain client trust, and deliver substantial financial benefits.
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Construction Healthcare

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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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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 Helpful
Clients express high satisfaction with Accountants on Air, noting their accuracy and customization in services. One client highlighted that their books are now consistently maintained, enabling effective strategy development. Regular communication and adherence to deadlines were appreciated, enhancing the overall partnership experience. While some clients suggested more flexible meeting times, the overall sentiment remains positive, underscoring the value and effectiveness of the firm's offerings.

Accounting Services for Dentist Clinic

5.0 Jan 2, 2022

Regular meetings are set using virtual tools like Zoom, and phone calls, emails, and texts. They stick to deadlines and do their best to accommodate my difficult schedule. They are accurate, and the team customizes what they do to help meet my goals.
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3 of 4 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Streamline Bookkeeping & Tax Records for Healthcare Company
5.0 — Accountants on Air was hired to organize and streamline bookkeeping and tax records for a healthcare company. Read more
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Industry Experience

Accountants on Air has demonstrated solid expertise across the Healthcare, Retail, and Media industries. In Healthcare, clients appreciate their accuracy, timely communication, and the ability to streamline financial processes, resulting in improved profitability and client satisfaction. Retail clients commend their personalized service and efficiency, while Media clients value their comprehensive financial management. Overall, the sentiment is positive, particularly in Healthcare and Retail, making Accountants on Air a robust choice for clients in these sectors.
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Media Retail Healthcare

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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 exceptional value for money. One client noted that their choice was driven by the company's pricing fitting their budget, describing it as 'good value for cost.' Another client mentioned an annual investment of $900 for high-quality, efficient service, while another reported spending $2,800 annually for excellent financial oversight. Overall, feedback indicates that clients feel they receive substantial value relative to the costs incurred.
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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, where they provide comprehensive accounting and tax solutions. Clients have highlighted their reliability, proactive communication, and strategic insights, particularly in tax planning and compliance. The overall sentiment suggests strong satisfaction with their ability to enhance financial decision-making. Organizations in IT Services seeking trustworthy financial oversight and strategic tax guidance would find Lombardo Ayers & Company to be a suitable partner.
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IT Services

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Average Project Cost Breakdown

What Clients Have Said
Clients of Lombardo Ayers & Company, LLC express strong satisfaction with the firm's cost-effectiveness and pricing structure. One client noted that they appreciate the flat-rate year-end tax preparation and hourly billing, which provide transparency. The overall sentiment indicates that clients find value in the expertise and reliability offered, with one remarking on the firm's proactive communication and strategic financial advice, enhancing their financial decision-making without specific areas for improvement.
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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 Transparent
Clients express a highly positive sentiment regarding Rockwell Capital Group's transparency. One client noted their ease of communication and the establishment of a personal relationship, stating, "They’re willing to speak to their customers with transparency," which has been described as a game-changer. Overall, feedback highlights the firm's commitment to open dialogue and accessibility, contributing to a trusting partnership.

Accounting Services for Insurance Brokerage

5.0 Nov 4, 2019

Unlike other accounting firms, they’re quick and easy to get ahold of. We’ve been able to foster a close relationship, so we can communicate on a more personal level. They’re willing to speak to their customers with transparency. To be able to get a personal relationship through our business was a game-changer.
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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 express high satisfaction with Murray Jonson White & Associates, noting their fair billing practices and effective tax management. One client remarked on the firm's ability to handle complex tax situations efficiently, highlighting their minimal errors over 15 years. The firm's timely communication regarding tax law changes and estimated payments further enhances perceived value, ensuring clients remain compliant and informed. Overall, feedback indicates a strong alignment of cost with the quality of service provided.
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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 High-quality work
Clients consistently praise Profit Matters Bookkeeping for their high-quality work, noting their effective use of technology and responsiveness. One client highlighted that Profit First not only closed their books quickly but also provided real-time data and detailed financial analysis, which improved decision-making. The owner’s personal involvement and the team's adaptability to feedback further enhance client satisfaction, leading to a strong sentiment of trust and reliability in their services.

Bookkeeping & CFO Services for Software Development Company

5.0 Nov 15, 2018

Beyond being our bookkeeper, they’ve helped us make better business decisions by giving reports with granular details about where our funds are going and ought to be going. Our cost-savings have more than paid for Profit First. I reviewed everything they did for the first month and alerted them to some things they still needed to account for. Next month, however, all those things were done accurately.
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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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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 an accounting services firm specializing in bookkeeping, tax preparation, financial advisory, and CFO services, particularly for digital agencies. Clients praise their expertise and coaching, with 100% of reviews highlighting their exceptional guidance and impactful financial management. Their niche focus and project management skills are frequently commended, supporting clients in achieving business growth and operational efficiency.

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Reviews mention Easy to work with
Clients consistently highlight Blumer & Associates, CPAs, PC as 'very easy to work with,' appreciating their efficiency and open communication. One client noted their collaborative approach, stating that they provide 'a lot of freedom' and are 'excellent project managers' who maintain regular contact without requiring follow-up. Overall, the sentiment reflects strong satisfaction with their accessibility and support, making them a valuable partner for businesses seeking accounting services.

Accounting Services for Digital Agency

5.0 Dec 13, 2019

They're very easy to work with, and they give us a lot of freedom. The time and efficiency they provide give us more time to focus on our business. They're definitely worth the investment.
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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 strong expertise in the Advertising & Marketing and IT Services industries. Clients commend their tailored financial insights, effective project management, and coaching that enhance operational efficiency. Positive feedback highlights their ability to establish benchmarks and provide valuable guidance, making them a suitable partner for digital agencies and service-based businesses seeking growth. Overall sentiment across these industries is highly favorable, indicating a strong fit for clients in similar sectors.
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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 of Blumer & Associates, CPAs, PC consistently express satisfaction with the company's value for money, noting that their services justify the investment. A client mentioned spending over $100,000 over three years, highlighting their role as an essential outsourced CFO, stating, 'They're definitely worth the investment.' Another remarked on the positive impact of their tailored coaching and financial guidance, emphasizing the firm's expertise in the digital agency market and the strong return on investment.
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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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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 industry feedback primarily in the Information Technology sector. Clients commend the firm for its expertise in bookkeeping, tax preparation, and financial guidance, particularly in utilizing QuickBooks. The overall sentiment highlights strengths in organization, responsiveness, and a proactive approach, resulting in significant cost savings and efficiency improvements. Potential clients in the IT industry can expect reliable accounting services tailored to their specific needs.
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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 exceptional value and cost-effectiveness. One client noted significant savings, stating that Carolyn identified errors that saved them tens of thousands of dollars. Additionally, clients appreciate the efficiency gained, with one remarking that tax preparation time was drastically reduced from weeks to mere signatures. Overall, the sentiment reflects a strong belief that the services provided exceed their costs, making them a worthwhile investment.
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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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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 an accounting firm specializing in bookkeeping, tax preparation, financial planning, and business consulting. Across their reviews, they consistently receive praise for their responsiveness, professionalism, and ability to save clients money, with over 90% of reviews highlighting their expertise in tax-related services. Clients appreciate their ability to simplify complex financial tasks, making them a highly recommended partner for accounting services.

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Reviews mention Accessible
Clients consistently express high satisfaction with Spear CPA CFP's accessibility. One client emphasized, "They’re very easily accessible; if I ever have questions, they’re available to answer," highlighting their promptness in communication via phone and Zoom. Another client noted, "They’re super accessible over the phone, through Zoom, and face-to-face," reflecting the firm's commitment to being available and accommodating. Overall, the sentiment regarding accessibility is overwhelmingly positive, with clients appreciating the ease of communication and support.

Tax and Financial Services for Law Firm

5.0 Dec 12, 2022

They’re very easily accessible; if I ever have questions, they’re available to answer. I can just go online and make an appointment if I need anything. Everything is remote and paperless, which makes my life easier, and the process is very efficient. We communicate via phone calls and Zoom.
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Accounting & Financial Services for Marketing Agency

5.0 Dec 8, 2020

They’re very organized, and they’re super accessible over the phone, through Zoom, and face-to-face. I rely on them to keep things moving forward, and they always keep everything on track. The quarterly filings are always completed, as is everything else that needs to be done.
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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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Industry Experience

Spear CPA CFP has demonstrated expertise across multiple industries including Manufacturing, Legal, Advertising & Marketing, Financial Services, and Business Services. Clients consistently highlight their strengths in bookkeeping, tax planning, and financial consulting. Overall sentiment is highly positive, with clients praising their responsiveness, professionalism, and ability to tailor services to specific needs. Organizations in sectors like Manufacturing and Legal particularly benefit from their proactive approach and detailed financial management.
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Advertising & marketing Financial services Business services Manufacturing Consumer Products Legal Construction

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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 praise Spear CPA CFP for their excellent value for money, noting the significant impact on their financial management. One client emphasized that the $100,000 invested was justified by the time saved and accuracy of execution. Another client mentioned spending $10,000–$25,000, stating that the service received was worth every dollar. Overall, clients feel they receive high-quality service that exceeds expectations, with many expressing willingness to recommend Spear CPA CFP to others.
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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 Easy to work with
Clients consistently describe LEAF Specialty Tax Consultants as easy to work with, highlighting their seamless communication and collaborative approach. One client noted, 'Their people are easy to work with, and they provide an incredible service.' Another emphasized the firm's ability to educate and guide them effectively, stating, 'Adam is one of the best tax consultants we’ve ever dealt with.' Overall, the sentiment reflects a strong appreciation for LEAF's professionalism and expertise.

R&D Tax Consulting for SEM Company

5.0 Oct 6, 2020

LEAF is a phenomenal company. Their people are easy to work with, and they provide an incredible service that saves us tons of money in R&D tax credits. They’re a fantastic partner to work with. They provided a lot of insight not just into their expertise and specialty, but on other things that our internal accountant and tax CPA could do to better our tax liability.
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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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Las Vegas, Nevada (1) West Jordan, Utah (1) Lady Lake, Florida (1)

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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 a comprehensive accounting services firm specializing in bookkeeping, financial analysis, and strategic advisory services, including tax preparation and financial reporting. They consistently receive positive feedback, with 100% of reviews highlighting their reliability and expertise. Clients commend their detailed financial insights and proactive management, which have led to measurable improvements in forecasting accuracy, expense visibility, and overall financial clarity.

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Reviews mention Knowledgeable
Clients consistently commend Avenues Financial for their extensive knowledge and expertise in financial management. One client highlighted Nicole's deep understanding of the digital advertising sector, enabling tailored advice that significantly benefits their agency. Another noted the team's ability to provide accurate financial reports and strategic insights, enhancing decision-making processes. Overall, the sentiment reflects high satisfaction, with clients expressing trust in Avenues Financial's capabilities and affirming that their knowledgeable approach has led to substantial operational improvements.

Bookkeeping, Forecasting, & Reporting for Marketing Co

5.0 Dec 3, 2020

The level of detail their team provides distinguishes them from other providers. They’re hands-on and willing to learn about our business. Their team knows our business well and helps us make decisions about it. Trust them. Even if you don’t know anything about finance, they’ll help you. Ask them questions because their team’s knowledgeable. I’ve learned a lot from them.
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Accounting Services for Advertising Company

5.0 Feb 2, 2024

Nicole demonstrates a deep understanding of the digital advertising industry, including its unique revenue models, cost structures, and financial challenges. Her specialized knowledge enables them to offer tailored advice and solutions that significantly benefit the agency. Nicole utilizes cutting-edge financial software and tools that integrate seamlessly with our agency's platforms, automating data entry, invoicing, and other time-consuming tasks. This not only increases efficiency but also reduces the likelihood of errors, providing real-time financial insights that help in strategic decision-making.
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Financial Management Support for Advertising & Marketing Co

5.0 Sep 22, 2025

Nicole's knowledge and skill set are impressive. This expertise has provided us with tangible improvements in our financial operations, such as enhanced forecasting accuracy and expense visibility. Their ability to deliver informed decision-making tools has been crucial in allowing us to confidently greenlight new initiatives.
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6 of 6 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 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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Average Project Cost Breakdown

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

What Clients Have Said
Clients express strong satisfaction with Avenues Financial's cost-effectiveness and value for money. One CEO noted their services at a reasonable $500 monthly, emphasizing they do not feel 'nickel and dimed.' Another client highlighted the significant return on investment from improved job costing and accurate financial reporting, which enhanced decision-making. Overall, feedback indicates a perception of high quality relative to pricing, with no reported areas for improvement regarding cost or service value.
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West Jordan, Utah (3) Las Vegas, Nevada (1) North Las Vegas, Nevada (1) Salt Lake City, Utah (1)

This provider is fluent in 1 language:

English

This provider is available in 1 time zone:

Mountain Standard Time (MST)

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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 Timely
Clients consistently express satisfaction with DCG | CPA and Management Consulting Firm's timely delivery of services. One client highlighted that deliverables were completed on time and noted the firm's quick responsiveness to requests. They appreciated the continuous support provided by a team of experts, which ensured that financial operations were never stalled. Overall, the sentiment regarding timeliness is overwhelmingly positive, indicating that DCG meets or exceeds client expectations in this area.

Accounting Services for Nonprofit Health Clinic

5.0 Aug 7, 2023

Delivered on time and as expected. They respond very quickly to items and follow through on the deliverables.
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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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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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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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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 company specializing in bookkeeping, tax preparation, and financial reporting. Consistently praised for their excellent communication and cultural alignment, they have provided valuable staffing solutions, with 100% of reviews noting a great cultural fit and 83% highlighting prompt and efficient project management. Their ability to deliver timely results and skilled personnel has been widely recognized.

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6 of 6 Accounting reviews are 5 stars

6 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Accounting & Tax Firm
5.0 — Cloud Accountant Staffing provides accounting assistance for an accounting and tax firm. The team is responsible for preparing the client's tax returns. Read more
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Industry Experience

Cloud Accountant Staffing has received positive feedback primarily from clients in the financial services sector, where they excel in sourcing qualified accounting and bookkeeping professionals. Reviews highlight their strengths in effective communication, timely project delivery, and strong cultural alignment. Additionally, they have demonstrated proficiency in supporting various industries, including real estate, technology, and non-profits, showcasing their ability to adapt to diverse client needs and enhance operational efficiency.
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Financial services Other industries Business services

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Average Project Cost Breakdown

$10,000 to $49,000 (8) Less than $10,000 (1) $50,000 to $199,999 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently highlight Cloud Accountant Staffing’s competitive pricing and exceptional value for money. One client noted their investment of $17,000 resulted in high-quality hires and improved operational efficiency. Another emphasized the company's alignment with budgetary needs while delivering quality candidates. Overall, feedback reflects a strong sentiment of satisfaction regarding the cost-effectiveness of their services, with many clients appreciating the seamless communication and support throughout the hiring process.
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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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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 commend Cook Martin Poulson, P.C. for their competitive pricing and value for money. One client noted spending under $5,000 for extensive accounting support, highlighting that the strategies provided helped save money. Additionally, the complimentary initial consultation sets them apart from competitors. Overall, the feedback reflects a positive sentiment regarding the company's affordability and the quality of service received, with no significant areas for improvement identified.
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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 Open to feedback
Clients have noted MCA Accounting Solutions' openness to feedback, highlighting their willingness to engage in discussions about project details. One client emphasized the importance of communication, stating, 'Don’t be afraid to reach out to them with questions and be open with them.' They appreciated the team's receptiveness to inquiries and suggestions, reinforcing a collaborative atmosphere. Overall, the sentiment reflects a positive perception of the company’s responsiveness and adaptability to client needs.

Accounting for Cannabis Contracting Firm

4.5 Jan 29, 2021

Communication is key. Don’t be afraid to reach out to them with questions and be open with them. Feel free to question their decisions and have them justify them. They’re very open to feedback.
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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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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive MCA Accounting Solutions as offering good value for money, particularly for those in the cannabis sector. One client noted an investment of $750 for ongoing support and found their responsiveness and accessibility commendable. Conversely, another client, spending over $100,000, emphasized the importance of their services for substantial incomes, suggesting they may be less suitable for lower earners. Overall, feedback highlights a strong return on investment through personalized service and industry expertise.
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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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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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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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1 of 1 reviews is 5 stars

1 new review for Accounting services

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of Swanson Reed | Specialist R&D Tax Advisors highlight their exemplary project management and deep technical expertise, particularly in the medical technology sector. Clients, such as the CTO of VitalSync Medical Systems, praised their efficient communication and ability to secure substantial tax credits, exceeding initial expectations. Overall sentiment is highly positive, with suggestions for a digital platform for claim tracking noted as potential improvements, but not detracting from their high-quality service.
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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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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently noted that Swanson Reed offers exceptional value for money, with one CTO highlighting that their pricing fit within budget while delivering good value. The successful claim of 18% more in R&D offsets than anticipated further underscores their effectiveness in maximizing financial returns. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, demonstrating a strong alignment between pricing and the value provided.
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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 Experienced
Clients have expressed high satisfaction with Braj Aggarwal, CPA, P.C., highlighting their expertise and effective communication. One client noted the firm's adherence to Generally Accepted Auditing Standards (GAAS) and appreciated the educational aspect of their audits. The firm’s approachable management style was praised for facilitating quicker responses compared to larger firms. Overall, clients recommend Braj Aggarwal for their professionalism and efficient audit processes, indicating a strong positive sentiment towards their services.

Financial Auditing Services for Steel Manufacturing Company

5.0 Sep 20, 2021

The audits were in compliance with the Generally Accepted Auditing Standards (GAAS), and we learned a lot from them as a client. They educated us when there was a difference of opinion, and their staff was courteous. Braj Aggarwal, CPA, P.C., is a good firm to have as an auditor.
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Financial Auditing Services for Steel Manufacturing Company

5.0 Sep 20, 2021

With Braj Aggarwal, it was a very smooth process. We communicated through phone, email, and personal meetings. Braj Aggarwal documents many of these communications for their own processes.
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Financial Auditing Services for Steel Manufacturing Company

5.0 Sep 20, 2021

We were impressed by their scale and hierarchy. The due diligence process within the organization was faster as well, compared to a Big Four, where there’s a separate due diligence cell.
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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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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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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 comprehensive accounting services provider offering bookkeeping, financial reporting, CPA assistance, and tax preparation. The firm is praised for its responsiveness and personalized client engagement, with 100% of reviews highlighting their effective communication and adaptability to client needs. Clients appreciate their expertise in handling complex financial tasks and their seamless integration into existing business operations.

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Reviews mention Understands their clients' needs
Clients consistently express positive sentiment regarding MAVENTRI's understanding of their needs. One CEO highlighted MAVENTRI's responsiveness and ability to provide critical support during a merger, stating they increased financial literacy and facilitated effective reporting. Another client, a government contractor, emphasized MAVENTRI's expertise in federal regulations and personal attention, noting that the team seamlessly managed their accounting systems. Overall, clients appreciate MAVENTRI's commitment to collaboration and tailored solutions.

Bookkeeping & Strategic Reporting for Software Platform

5.0 Jul 18, 2018

In general, they have increased my business financial literacy so that I understand what I need to, like how to properly characterize transactions and understand what the impacts will be. In particular, they helped us get through our merger, which was critical. We needed a lot of support then and they did a fantastic job.
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4 of 4 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Strategic Support & Management for Brokerage Insurance Firm
5.0 — MAVENTRI provides ongoing strategic support for an insurance brokerage firm an act as an extension of the client's team. When the work began, they provided an action plan to better manage the Read more
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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
Client feedback regarding MAVENTRI highlights a strong sentiment of value for money, with many clients noting the flexibility of their pricing structures tailored to specific needs. For instance, one client appreciated the monthly recurring agreement that aided in managing expenses effectively. Others emphasized the high level of responsiveness and personalized service, which enhanced their overall experience. Clients reported satisfaction with the outcomes, indicating that MAVENTRI's services provided significant operational efficiencies and support, justifying their investment.
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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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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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Wilton, Connecticut (1) Princeton, New Jersey (1) Brooklyn, New York (1)

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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 CRM solutions, particularly Microsoft Dynamics, offering services such as data migration, custom development, and integration. Reviews highlight their exceptional technical expertise and responsiveness, with 100% positive feedback for project management and solution implementation. Clients commend their understanding of business needs, resulting in high-quality, functional solutions with minimal defects.

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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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IT Services Business 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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Reviews mention Knowledgeable
Clients consistently express high satisfaction with JPG's expertise, highlighting their impressive knowledge and valuable advice. One client noted that JPG's guidance significantly improved their accounting and fiscal compliance, demonstrating the company's depth of understanding in financial matters. Overall, the sentiment regarding JPG's knowledgeable approach is overwhelmingly positive, with no suggestions for improvement mentioned.

Accounting Services for Consulting Firm

5.0 Mar 18, 2024

The knowledge and advice are impressive.
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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Branding & Product Dev Company
5.0 — JPG provides ongoing accounting services for a branding and product development company. The team is responsible for bookkeeping, tax planning, payroll processing, financial analysis, and audit Read more
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Industry Experience

JPG has garnered positive feedback in the Advertising & Marketing and Consulting industries. Clients commend their expertise in bookkeeping, payroll, and financial management, emphasizing strong project management skills and responsiveness. The sentiment is particularly favorable, with clients noting significant tax savings and timely delivery of services. Their approach aligns well with businesses seeking reliable financial services and operational support in these sectors.
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Advertising & marketing Consulting

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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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Sensiba LLP

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

San Ramon, CA

Services provided

25% Accounting

20% Cybersecurity

15% Finance & Accounting Outsourcing (FAO) +4 services

10% Business Consulting

10% Compliance Consulting

10% Financial Advising & Planning

10% Financial Consulting

Sensiba LLP is a firm specializing in audit services, particularly SOC2 and ISO27001 certifications. Clients commend their professionalism, expertise, and commitment, with 100% of reviewers noting their thoroughness and guidance. They consistently deliver projects on time, ensuring seamless and efficient processes for their clients.

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Reviews mention Exceptional performance
Sensiba LLP received exceptional feedback for their professionalism, expertise, and commitment during the SOC2 and ISO27001 audit process. The client, a Director of Engineering at MPAC, highlighted the auditors' thoroughness and attention to detail, which ensured compliance with high certification standards. The overall sentiment is overwhelmingly positive, with no suggested areas for improvement, emphasizing the seamless and efficient support provided throughout the engagement.

Auditing Services for Property Assessment Co

5.0 Jun 25, 2025

From beginning to end, their team exhibited outstanding professionalism, deep expertise, and unwavering commitment. The auditors were exceptionally thorough and detail-oriented, ensuring our systems and processes met the highest standards for certification. Their insightful guidance and consistent support made the entire process seamless and efficient.
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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Auditing Services for Property Assessment Co
5.0 — Sensiba LLP was hired to provide auditing and consulting services for a property assessment company. The team conducted an SOC 2 and ISO 27001 audit. Read more
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Industry Experience

Sensiba LLP has demonstrated extensive expertise in various sectors, including Information Technology, Financial Services, and Telecommunications. Feedback highlights their strengths in managing compliance audits for SOC 1, SOC 2, and ISO 27001, showcasing professionalism and effective communication. Clients consistently noted their thoroughness, timely deliveries, and the ability to align with company values. Overall sentiment is positive across industries, indicating Sensiba LLP's strong capability as a partner for compliance and security projects.
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Consulting Other Industry Human Resources IT Services Information technology Advertising & marketing Telecommunications Software Financial services

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More responsive than most other service providers

Sensiba LLP 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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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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Tehrani & Velez, LLP

5.0 1 review

$5,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Tehrani & Velez, LLP is a firm specializing in Accounting Services, including bookkeeping, tax preparation, and financial advisory. Clients consistently praise their timely tax filing and personalized service, with 100% positive feedback. Their ability to provide tailored, reliable financial solutions as a small yet growing company is highly valued.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Bookkeeping for Video Production Agency
5.0 — Tehrani & Velez, LLP provides ongoing tax filing and bookkeeping services. In addition to managing these accounts monthly and yearly, they also give insight into financial planning and Read more
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Industry Experience

Tehrani & Velez, LLP has demonstrated strong expertise in the IT Services sector, particularly in tax filing and bookkeeping for small businesses. Clients commend their personalized service, timely deliverables, and effective communication. The firm's tailored approach ensures a significant positive impact on client financial management, with no reported issues like audits. Overall sentiment in this industry is highly favorable, making them a suitable choice for companies seeking dedicated financial support.
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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 generally perceive Tehrani & Velez, LLP as offering good value for money, with one client noting an investment of over $10,000 since 2009 without any audits or issues. Their ongoing relationship is marked by timely tax filings and personalized service despite their growth. The firm is praised for maintaining a tailored approach and providing reliable support, which enhances the overall perceived value of their services.
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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 Unique expertise

Tax Management & Consultancy for Medical Dosimetry Provider

Tax Management & Consultancy for Medical Dosimetry Provider

Average Project Cost Breakdown

What Clients Have Said

1-800Accountant is responsive

Accounting Services for Insurance Agency

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What Clients Have Said

Industry Experience

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What Clients Have Said

Controller-led finance on subscription

Reviews mention Well-organized projects

Financial Audit for Org. Management Co.

Financial Audit for Org. Management Co.

Industry Experience

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Reviews mention Trustworthy

Accounting Services for Web Design Firm

Accounting Services for Web Design Firm

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What Clients Have Said

Reviews mention High-quality work

Accounting for SaaS Company

Accounting Services for Virtual Care Platform Company

Accounting & Bookkeeping for Software Company

Accounting Services for Financial Services Firm

Industry Experience

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Reviews mention Great project management

Accounting Services for Commercial Real Estate Company

Accounting Services for Sports Association

Accounting Services for Medical Aesthetics Procurement Co

Reviewed 7 times in the past 6 months

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Reviews mention Trustworthy

Bookkeeping Services for Content Production Company

Industry Experience

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Average Project Cost Breakdown

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Reviews mention Understands their clients' needs

Accounting Services for Circus School & Theatre Company

Accounting Services for Nonprofit Organization

Accounting Services for Circus School & Theatre Company

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Sound Advice Bookkeeping is very responsive

Reviews mention Great project management

Accounting & Tax Services for Video Company

Accounting Services for Non-Profit Organization

Average Project Cost Breakdown

What Clients Have Said

Industry Experience

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What Clients Have Said

Recruitment & Mgmt Support for Technology & Accounting Firm

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Reviewed 2 times in the past 6 months

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said