Top Accounting Firms in the United States
From Wall Street finance in New York to fast-growing startups in Austin and San Francisco, the United States hosts a deep bench of accounting talent. U.S.-based CPA firms help organizations stay compliant with GAAP and IRS rules while optimizing cash flow, tax strategy, and reporting.
On Clutch, you can evaluate partners by verified client reviews, industry focus, service lines, and budgets — from boutique controllers to Big 4 accounting credentials. Filter by location, hourly rate, or specialties like tax and accounting services, audit and assurance, and outsourced CFO support to find the right fit. Start by exploring national leaders or refine your search to a specific state or metro area:
• Accounting Companies in San Francisco
• Accounting Companies in Dallas
15,002 Companies
List of the Best United States Accountants
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Featured
What are Featured Providers?
$1,000+$100 - $149 / hr50 - 249Serves United StatesServices provided
100% AccountingSee all 31 projects1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.
4 of 4 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Tax Management & Consultancy for Medical Dosimetry Provider
5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read moreWas this helpful?
Industry Experience
1-800Accountant has demonstrated expertise across diverse industries including Healthcare, Wellness & Fitness, Transportation, and Advertising & Marketing. Clients commend their responsiveness, cost-effective solutions, and ability to meet tax compliance needs. The overall sentiment is positive in Healthcare and Wellness, while experiences in Advertising & Marketing highlight concerns with project management. Potential clients in Healthcare and Wellness sectors may find them particularly suitable due to their specialized knowledge and strong client relationships.
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Wellness & Fitness Healthcare Transportation Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive 1-800Accountant as offering good value for money, frequently highlighting the company's pricing as fitting their budgets. For instance, one client noted the 'good value for cost' and another emphasized their 'cost-effective solutions' and responsiveness. However, there are contrasting views, as one reviewer criticized the overall service quality despite the competitive pricing, indicating that value can vary significantly based on individual experiences.Was this helpful?
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Undisclosed$200 - $300 / hr10 - 49Serves United StatesServices provided
85% Accounting15% Tax LawSee all 35 projectsGeorge Dimov, CPA is an accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In the past six months, clients have praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One client noted significant tax savings due to strategic advice, while another highlighted the team's thorough audit process that provided actionable insights. Overall, the sentiment is highly positive, with clients appreciating timely delivery and problem-solving capabilities, though some mentioned minor communication delays. The firm is recognized as a reliable partner for tax and audit services.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight the value for money offered by George Dimov, CPA, noting that their pricing fits budgets and provides good value. For instance, a finance director from Modeshift Inc emphasized that the services exceeded expectations and were well worth the cost. Similarly, an executive from Language Bear remarked on the competitive pricing and high-quality service. Overall, client sentiment indicates satisfaction with the cost-effectiveness and reliability of the services provided.Was this helpful?
More responsive than most other service providers
Get in TouchGeorge Dimov, CPA is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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$1,000+Undisclosed50 - 249Serves United StatesServices provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)See all 12 projectsCoCountant is a proficient accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. Across all reviews, clients commend their responsiveness and high-quality service, with 100% of reviewers noting timely deliverables and their ability to adapt to client needs. Key strengths include their comprehensive bookkeeping services and audit-ready financial statement preparation, while an area for improvement is more proactive data visualization.
1 of 2 reviews are 5 stars2 new reviews for Accounting servicesUnknown avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent feedback for CoCountant indicates a strong overall sentiment, highlighting their responsiveness and quality of work. Clients noted the team's timely delivery of customized financial reports and effective communication, even across time zones. One client appreciated the thoroughness in bookkeeping and dedicated consultations, while another suggested enhancing direct phone support for urgent matters. Overall, CoCountant is recognized for their reliability, attention to detail, and willingness to integrate client feedback.Was this helpful?
3 of 4 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsUnknown avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Accounting & Tax Filing Services for SaaS Data Company
5.0 — CoCountant provides accounting services for a SaaS data company. The team handles end-to-end financial accounting, monthly closing, financial statement preparation, A/R management, and sales tax Read moreWas this helpful?
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 TelecommunicationsWas this helpful?
View PackagesController-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.Was this helpful?
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
20% Accounting50% HR Outsourcing10% HR Consulting +2 services10% Recruiting10% StaffingPartners Human Resources is a HR Outsourcing company. They are headquartered in Oklahoma City, Oklahoma. Their team provides HR Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
20% Accounting40% Commercial Property Management20% Commercial Brokerage Services +1 service20% Commercial FinancingIn Seattle, Washington, Real Assets Property Services, Inc. Is a small Commercial Property Management company. The team specializes in Commercial Property Management and Accounting.
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Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Serves United StatesServices provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance ConsultingSee all 20 projectsIndinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews of indinero highlight their exceptional responsiveness, effective project management, and ability to simplify complex financial matters. Clients from diverse sectors, such as financial services and marketing, noted significant improvements in financial organization and cash flow management. One client praised their communication and support, stating the partnership felt genuinely collaborative. Overall, sentiment is overwhelmingly positive, with no major areas for improvement identified, underscoring indinero's value as a financial partner.Was this helpful?
15 of 15 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 15 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read moreWas this helpful?
Industry Experience
Indinero has demonstrated strong expertise across several industries, notably Advertising & Marketing, Medical, and Financial Services. Clients commend their responsiveness, effective communication, and capability to streamline accounting processes, leading to improved financial clarity and compliance. In the Advertising & Marketing sector, they excelled in setting up efficient accounting systems. In Medical and Financial Services, their support in budgeting and strategic planning was particularly valued, establishing Indinero as a reliable partner for companies seeking comprehensive accounting solutions.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Client feedback highlights that inDinero provides excellent value for money, with several clients noting that their pricing fits within budget constraints while delivering high-quality services. For instance, one client emphasized the 'good value for cost' and another mentioned their 'flexible pricing' structure. Overall sentiment reflects satisfaction with the efficiency and responsiveness of the team, making their services a worthwhile investment for improving financial management.Was this helpful?
$1,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
60% Accounting20% Business Valuation Services20% Fractional CFO ServicesSee all 3 projects<p>Watter CPA is your trusted partner in accounting and advisory services. Located in Rockville, Maryland, we have been serving clients across various industries since 1988. Our firm, founded
Read more$1,000+$150 - $199 / hr10 - 49Serves United StatesServices provided
25% Accounting25% Finance & Accounting Outsourcing (FAO)20% Fractional CFO Services +3 services10% Back Office Outsourcing10% Business Consulting10% Financial ConsultingSee all 10 projectsZenbooks is a comprehensive accounting services company specializing in bookkeeping, tax preparation, financial advisory, and CPA services. The company is highly praised for its responsiveness, knowledge, and alignment with client values, with approximately 90% of reviews highlighting their professionalism and timely delivery. Some clients mentioned a need for improved project tracking and more tailored pricing solutions.
Reviews mention Professional
Clients consistently commend Zenbooks for their professionalism, noting their timely delivery and high-quality work. One client highlighted their impressive skills, knowledge, and solution-oriented approach, stating that they 'showed professionalism in their initial approach.' Additionally, the client appreciated the responsiveness of Zenbooks, with typical answers received within 72 hours. Overall, the sentiment reflects a strong endorsement of Zenbooks' professionalism and commitment to client satisfaction.-
Bookkeeping Services for Reverse Sourcing Platform
5.0 Mar 19, 2026Zenbooks delivers on time and provides high-quality work and support. Zenbooks respects deadlines in most of the cases. I'm impressed with Zenbooks' skills, knowledge, professionalism, kindness in support, and solution-oriented approach.
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6 of 7 reviews are 5 stars7 new reviews for Accounting servicesLess than $10,000 avg. project costRead 7 Recent ReviewsReviewed 7 times in the past 6 months
In the last six months, clients have consistently praised Zenbooks for their responsiveness, expertise, and timely delivery of services. A co-founder noted their ability to clean up complex financials, enabling better decision-making. Another client highlighted the team's depth of knowledge and excellent communication. While most feedback is positive, one client suggested improvements in project visibility. Overall, sentiment remains highly favorable, with clients appreciating Zenbooks' professionalism and commitment to their financial goals.Was this helpful?
7 of 8 Accounting reviews are 5 stars7 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 8 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Filing Service for Corporate Travel Firm
5.0 — Zenbooks provides bookkeeping services for a corporate travel and retreat planning company. The team oversees the client's month-end bookkeeping tasks and manages their tax filing and payroll Read moreWas this helpful?
Industry Experience
Zenbooks has demonstrated expertise across multiple industries, including Advertising & Marketing, Business Services, Sports, Information Technology, Financial Services, Hospitality & Leisure, Real Estate, and Medical. Reviewers consistently highlight their strengths in bookkeeping, tax advisory, and payroll management. Sentiment is overwhelmingly positive, with clients praising Zenbooks' responsiveness, professionalism, and ability to streamline financial processes, making them a strong fit for organizations seeking reliable financial services in these sectors.
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Consulting Real estate Information technology Hospitality & leisure Financial services Sports Business services Advertising & marketing MedicalWas this helpful?
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UndisclosedUndisclosed2 - 9Boston, MA
Services provided
20% Accounting30% Commercial Brokerage Services20% Commercial Property Management +2 services20% Marketing Strategy10% AdvertisingReal Property Management Boston, a Commercial Brokerage Services company, is in Boston, Massachusetts. They specialize in Commercial Brokerage Services and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Boston, MA
Services provided
20% Accounting60% Commercial Property Management20% Commercial Brokerage ServicesWalcott Corporation is a Commercial Property Management company. Their small team of employees is located in Boston, Massachusetts. Their team focuses on Commercial Property Management and
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UndisclosedUndisclosed2 - 9Lakeland, FL
Services provided
20% Accounting30% Commercial Brokerage Services25% Commercial Financing +1 service25% Commercial Property ManagementSteinbauer Associates Inc. Is a Lakeland, Florida-based Commercial Brokerage Services company. Their services include Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Financing +1 service20% Commercial Property ManagementNCDG Realty & Property Management is a Commercial Brokerage Services company. Founded in 2014, the company provides Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Wayland, MA
Services provided
20% Accounting60% Commercial Brokerage Services20% Business ConsultingThe Orlov Company is a Commercial Brokerage Services company. The Wayland, Massachusetts-based firm was launched in 1994. Their services include Commercial Brokerage Services and Accounting.
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Featured
What are Featured Providers?
$25,000+Undisclosed250 - 999Serves United StatesServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
UndisclosedUndisclosed10 - 49Serves United StatesServices provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% Financial ConsultingSee all 3 projectsClarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.
2 of 2 reviews are 5 stars2 new reviews for Accounting servicesLess than $10,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent client feedback for Clarity Tax Group & CPA's highlights their exceptional service and responsiveness. Clients appreciate timely payroll, accurate financial reporting, and effective bookkeeping practices. One client noted, 'Clarity always is quick to answer questions or needs,' while another emphasized their 'great service' and lack of issues compared to previous accounting experiences. Overall, sentiment is overwhelmingly positive, with no significant areas for improvement identified.Was this helpful?
2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 — Clarity Tax Group & CPA's provides accounting and payroll processing services for a painting company. The team is responsible for managing the client's bookkeeping and payroll and creating financial Read moreWas this helpful?
Industry Experience
Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
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ConstructionWas this helpful?
UndisclosedUndisclosed2 - 9Serves United StatesServices provided
100% AccountingSee all 2 projectsWasserman Accounting CPA is a professional accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and business auditing. The reviews indicate a strong focus on reliability, compliance, and clear communication, with 100% of reviewers noting their impressive project management and responsiveness. Clients appreciate their proactive approach to financial statement preparation and tax planning.
Reviews mention Reliable
Clients consistently highlight Wasserman Accounting CPA's reliability in managing essential accounting tasks. One client noted their 'steady project management,' with most deliverables completed on time and clear communication maintained throughout the process. Another praised their 'consistent' handling of accounting needs, emphasizing compliance and organization without complications. Overall, the sentiment reflects a strong appreciation for the company's dependable service and commitment to meeting statutory deadlines.-
Accounting Services for Digital Marketing Agency
5.0 Dec 1, 2025Their project management was steady. Most core items were delivered on time, and statutory deadlines were met. Communication was generally clear, and they responded to my needs when asked. They provided updates when required and handled tasks in a reliable, organised way.
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2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Digital Marketing Agency
5.0 — Wasserman Accounting CPA provides ongoing financial support for a digital marketing agency. The tasks include managing payroll, preparing statutory filings, maintaining financial records, and Read moreWas this helpful?
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 & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend Wasserman Accounting for their cost-effectiveness and overall value for money. One client noted the firm's pricing fit their budget while providing good value for the cost, emphasizing their reliable and consistent service. Another client highlighted the firm's proactive approach, ensuring timely financial reporting and tax planning, which contributed to their satisfaction. Overall, the sentiment reflects a strong appreciation for the firm's affordability relative to the quality of service delivered.Was this helpful?
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
20% Accounting60% Commercial Property Management20% Commercial Brokerage ServicesApple Property Management is a Commercial Property Management company. They were established in 1989 and offer Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Tacoma, WA
Services provided
20% Accounting40% Commercial Property Management20% Commercial Brokerage Services +1 service20% Commercial FinancingSmall Commercial Property Management company Cascade Pacific Real Estate Services, LLC, is in Tacoma, Washington. The team provides Commercial Property Management and Accounting.
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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Serves United StatesServices provided
40% Accounting20% Commercial Financing20% Financial Advising & Planning +1 service20% Financial ConsultingSee all 1 projectsAlexander Accountants, CPAs is a professional accounting services firm specializing in tax preparation, financial advisory, and business structuring for tax savings. The overall feedback from their reviews is highly positive, with 100% of reviewers praising their accurate deliverables, effective communication, and substantial tax savings, resulting in financial benefits like $15,000 in tax savings.
1 of 1 reviews is 5 stars1 new review for Accounting servicesLess than $10,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews of Alexander Accountants, CPAs indicate a strong client satisfaction, particularly in their expertise in tax structuring. One client highlighted achieving $15,000 in tax savings due to their effective guidance. The firm is commended for timely delivery, clear communication, and a good cultural fit. Clients appreciate their knowledge and the professional relationship established, with no noted areas for improvement.Was this helpful?
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Tax Filing Consulting for Marketing Agency
5.0 — Alexander Accountants, CPAs provides consulting services regarding a marketing agency's company structure for tax savings. The team works with the client to provide yearly tax guidance. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express strong satisfaction with Alexander Accountants, CPAs regarding cost and value for money. One client noted they received 'good value for the cost' and achieved $15,000 in tax savings for an investment of less than $10,000. Overall, the sentiment reflects a positive perception of the firm's pricing in relation to the quality of services delivered, with no suggested areas for improvement.Was this helpful?
$1,000+Undisclosed10 - 49Serves United StatesServices provided
80% Accounting10% Back Office Outsourcing10% Fractional CFO ServicesSee all 22 projectsAppletree Business Services is a comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.
Reviews mention Communicative
Overall, client feedback highlights Appletree Business Services as highly communicative and responsive throughout their projects. Clients noted their thoroughness and timely delivery of services, with one stating, "Appletree Business Services was very responsive to my questions, quick with their deliverables, and communicative throughout the process." Another client emphasized that communication was exceptional, mentioning that their contact was "always readily available and happy to answer all of my questions."-
Accounting Services for Wedding Venue Management Company
5.0 Oct 26, 2023They were very organized with project management and delivered items in a timely manner. They were able to meet needs. I'm impressed with their ability to understand and organize books while doing everything remotely. Great communication.
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Accounting Services for Property Management Company
5.0 Jul 6, 2023They are great at communicating. Carreen has never missed a call and is extremely patient. She is a true gem! They utilize advanced technology and provide personalized attention and valuable insights.
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Accounting Services for Digital Marketing Agnecy
5.0 Jan 26, 2023Appletree Business Services has familiarized themselves with our business. They’re knowledgeable, intelligent, and personable partners. The team is communicative via phone and email and responds promptly whenever we have questions. They’ve made us feel very comfortable throughout the engagement, and I have nothing but positive feedback.
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Accounting Services for Residential Remodeling Company
5.0 Jan 25, 2023We have a biweekly Zoom meeting to review our numbers and what’s coming up. We also communicate with Slack, Google Meet, emails, and texts. I’m usually busy, so I try to get back as fast as possible.
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Business Consulting & Valuation for Business Acquisition Co
5.0 Nov 7, 2025Appletree Business Services was very responsive to my questions, quick with their deliverables and communicative throughout the process.
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3 of 3 reviews are 5 stars1 new review for Accounting servicesLess than $10,000 avg. project costRead 3 Recent ReviewsReviewed 3 times in the past 6 months
Recent reviews for Appletree Business Services reflect a strong overall sentiment, highlighting professionalism and expertise. Clients commend Patrick's proactive approach and sound business advice, noting significant benefits in growth and financial planning. One reviewer emphasized the team's cohesion and dedication, while another praised their efficient project management and timely deliverables. Overall, clients express high satisfaction with no reported areas for improvement, indicating that Appletree is a reliable partner for various business needs.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Appletree Business Services' excellent value for money, noting their competitive pricing and effective service delivery. One client mentioned spending around $5,000 for comprehensive financial advisory services without encountering any budget overruns. Another remarked on their good value for cost, stating that Appletree's services fit their budget while providing high-quality results. Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance between cost and the quality of service provided.Was this helpful?
$650 Small service based businesses $1,500 Companies over $1M in revenue $3,000 +$3M revenue, complex accountingView PackagesBusiness 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.Was this helpful?
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UndisclosedUndisclosed2 - 9Knoxville, TN
Services provided
20% Accounting40% HR Consulting20% Business Consulting +1 service20% Corporate Training & CoachingIntegrity HR Services, LLC is a HR Consulting company. Established in 2015, the team focuses on HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
20% Accounting20% Commercial Brokerage Services20% Commercial Development +3 services20% Commercial Property Management10% Commercial Financing10% Interior DesignREDD │Real Estate & Developmental Design, Inc., a small Accounting company, is headquartered in Beverly Hills, California. The team focuses on Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting30% Commercial Development30% Commercial Financing +1 service20% Commercial Brokerage ServicesSmall Commercial Development company Sassony Commercial Real Estate Development, is in Los Angeles, California. Their services include Commercial Development and Commercial Financing.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting60% Commercial Financing20% Marketing StrategyThe Veld Group - Business Brokerage, Mergers & Acquisition is a small Commercial Financing company based in Los Angeles, California. The team provides Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
20% Accounting60% Commercial Financing20% Market ResearchIn Pasadena, California, Valbridge Property Advisors | Los Angeles is a Commercial Financing company. They provide Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Culver City, CA
Services provided
20% Accounting50% Commercial Financing30% Commercial DevelopmentSmall Commercial Financing company Continental Development Group, LLC, is in Culver City, California. The team specializes in Commercial Financing and Commercial Development.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting20% Commercial Brokerage Services20% Commercial Development +2 services20% Commercial Financing20% Commercial Property ManagementLT Executive Search is a Los Angeles, California-based Accounting company. The team focuses on Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
Services provided
20% Accounting30% Commercial Financing30% Commercial Property Management +1 service20% Commercial Brokerage ServicesGold Standard Asset Management is a small Hawthorne, California-based Commercial Financing company. The team focuses on Commercial Financing and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting40% Commercial Property Management20% Commercial Brokerage Services +1 service20% Marketing StrategyConrad Property Management Inc., a Commercial Property Management company, offer Commercial Property Management and Accounting. They were established in 2015.
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UndisclosedUndisclosed2 - 9Rancho Palos Verdes, CA
Services provided
20% Accounting40% Commercial Brokerage Services20% Commercial Property Management +1 service20% Market ResearchCommercial Brokerage Services company Harbor Property Management focuses on Commercial Brokerage Services and Accounting. They are based in Rancho Palos Verdes, California.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting30% Commercial Financing20% Commercial Brokerage Services +2 services20% Commercial Development10% Commercial Property ManagementRukard Group, Inc. Is a Los Angeles, California-based Commercial Financing company. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Rolling Hills Estates, CA
Services provided
20% Accounting70% Commercial Property Management10% Building Security ServicesEstablished in 2014, Altman Apartments is a Commercial Property Management company. The small team focuses on Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting30% Commercial Financing20% Commercial Brokerage Services +2 services20% Commercial Property Management10% Digital StrategyHeadquartered in Los Angeles, California, MWest Holdings is a small Commercial Financing company. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Louisville, CO
Services provided
20% Accounting50% Commercial Financing30% Commercial Brokerage ServicesColorado Mortgage Group LLC is a Commercial Financing company. Their small team is headquartered in Louisville, Colorado. Their services include Commercial Financing and Commercial Brokerage
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UndisclosedUndisclosed2 - 9Colorado Springs, CO
Services provided
20% Accounting50% Commercial Financing30% Commercial Brokerage ServicesColorado Mortgage Company is a Commercial Financing company. Headquartered in Colorado Springs, Colorado, the agency specializes in Commercial Financing and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Property Management +1 service20% Commercial DevelopmentCedar Realty Management, Inc. Is a Commercial Brokerage Services company founded in 2011. The team provides Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Development +1 service20% Commercial Property ManagementStonewood Properties, Inc. Is a Santa Ana, California-based Commercial Brokerage Services company. Founded in 2004, the team provides Commercial Brokerage Services and Commercial Development.
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UndisclosedUndisclosed2 - 9Rialto, CA
Services provided
20% Accounting40% Commercial Brokerage Services40% Commercial Property ManagementCommercial Brokerage Services company Gateway California Realty Corp. Is located in Rialto, California. They specialize in Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting50% Commercial Brokerage Services30% Commercial Property ManagementAssurance Realty, Inc. Is a Commercial Brokerage Services company. In Los Angeles, California, the team focuses on Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
20% Accounting40% Commercial Property Management30% Interior Design +1 service10% Building Security ServicesLexington Property Management is a Commercial Property Management company. Based in Westlake Village, California, the team provides Commercial Property Management and Interior Design.
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UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
20% Accounting30% Commercial Financing30% Commercial Property Management +1 service20% Commercial Brokerage ServicesCommercial Financing company Acropolis Management, Inc. Is in Thousand Oaks, California. Launched in 1985, the team provides Commercial Financing and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
Services provided
20% Accounting20% Commercial Brokerage Services20% Commercial Property Management +4 services10% Corporate Training & Coaching10% Digital Strategy10% Marketing Strategy10% RecruitingEstablished in 1980, Atlas Properties is a small Accounting company. Their services include Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Houma, LA
Services provided
20% Accounting80% HR ConsultingHR Consulting company Southern Human Resources was launched in 2013. The team specializes in HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Casper, WY
Services provided
20% Accounting16% Business Consulting16% HR Consulting +3 services16% IT Managed Services16% Marketing Strategy16% Media Planning & BuyingKillmer & Associates, an Accounting company, is based in Casper, Wyoming. Their services include Accounting and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Provo, UT
Services provided
20% Accounting20% Application Management & Support20% BI & Big Data Consulting & SI +2 services20% CRM Consulting and SI20% IT Managed ServicesAccounting company ECI e-automate was established in 1995. The team specializes in Accounting and BI & big data consulting & SI and is headquartered in Provo, Utah.
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UndisclosedUndisclosed2 - 9Spokane, WA
Services provided
20% Accounting30% Business Consulting20% HR Consulting +2 services20% Marketing Strategy10% Commercial Property ManagementPacific Holding Corporation is a Business Consulting company launched in 2013. The small team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Albany, GA
Services provided
20% Accounting25% Recruiting25% Staffing +2 services20% Corporate Training & Coaching10% Business ConsultingSmall Staffing company Synergy Management Consultants, is based in Albany, Georgia. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Lansing, MI
Services provided
20% Accounting80% HR ConsultingPersonnel World, a HR Consulting company, was established in 1980. They offers HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
Services provided
20% Accounting60% Custom Software Development20% Application TestingFMR Consulting is a small Alexandria, Virginia-based custom software development company. Their services include Custom Software Development and Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
Services provided
20% Accounting50% Commercial Property Management10% Building Security Services +2 services10% Commercial Brokerage Services10% Commercial DevelopmentKARR Properties, Inc is a Commercial Property Management company. Their small team is based in Alexandria, Virginia. Their team specializes in Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Alhambra, CA
Services provided
20% Accounting30% Commercial Financing20% Commercial Property Management +2 services20% Market Research10% Business ConsultingBased in Alhambra, California, SilverStone Property Management is a small Commercial Financing company. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Alhambra, CA
Services provided
20% Accounting30% Commercial Property Management20% Commercial Brokerage Services +3 services10% Building Security Services10% Business Consulting10% Financial ConsultingCommercial Property Management company Ideal Property was launched in 1982. The company provides Commercial Property Management and Accounting, and is small.
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UndisclosedUndisclosed2 - 9Lorain, OH
Services provided
20% Accounting40% Business Consulting40% Finance & Accounting Outsourcing (FAO)Campana Campana & Co. Inc, a Finance & Accounting Outsourcing (FAO) company, is in Lorain, Ohio. The team specializes in Finance & Accounting Outsourcing (FAO) and Business Consulting.
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UndisclosedUndisclosed2 - 9Medford, OR
Services provided
20% Accounting30% Commercial Brokerage Services20% Business Consulting +2 services20% Commercial Property Management10% Building Security ServicesCommercial Brokerage Services company First Commercial Property Management is in Medford, Oregon. The team specializes in Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
Services provided
20% Accounting20% Branding20% Marketing Strategy +3 services20% Web Development10% Recruiting10% StaffingE Pro Bill Medical Billing is an Accounting company. They are located in St. Louis, Missouri and have small team. Their services include Accounting and Branding.
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UndisclosedUndisclosed2 - 9Sudbury, MA
Services provided
20% Accounting80% Commercial Brokerage ServicesLocated in Sudbury, Massachusetts and North Miami, Florida, The Faber Group is a Commercial Brokerage Services company. They focus on Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
20% Accounting40% Commercial Brokerage Services20% Advertising +2 services10% Direct Marketing10% Email MarketingPR Properties, a Commercial Brokerage Services company, is located in Anaheim, California. The team focuses on Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
Services provided
20% Accounting30% Commercial Financing30% Commercial Property Management +1 service20% Commercial Brokerage ServicesCPGI Real Estate Services is a Commercial Financing company established in 2004. Their team offers Commercial Financing and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Sheboygan, WI
Services provided
20% Accounting20% Print Design20% Search Engine Optimization +2 services20% Web Design20% Web DevelopmentOne Source Business Solutions is an Accounting company established in 2003. The team focuses on Accounting and Print Design.
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UndisclosedUndisclosed2 - 9Lexington Park, MD
Services provided
20% Accounting20% Customer Service Outsourcing20% Engineering +3 services20% IT Strategy Consulting10% Business Consulting10% Financial ConsultingSmall IT strategy consulting company KETHINK SFS, is headquartered in Lexington Park, Maryland. Their services include IT strategy consulting and Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
20% Accounting80% Business ConsultingBelcher, Smolen & Van Loo LLP is a Business Consulting company. Headquartered in San Francisco, California, the agency was founded in 2018. Their team focuses on Business Consulting and Accounting.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
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Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Best United States Accountants
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.7/40.017.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31.2/40.016.4/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
30.9/40.016.2/20 Reviews8.4/10 Clients & Experience6.3/10 Market PresenceService focus
35% Accounting65% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$25 - $49 / hr50 - 249Houston, TX
Ability to deliver
28.7/40.016.4/20 Reviews6/10 Clients & Experience6.3/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
29.6/40.016.2/20 Reviews8.4/10 Clients & Experience5/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$25 - $49 / hr2 - 9Clearwater, FL
Ability to deliver
27.5/40.016.2/20 Reviews6.2/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Tustin, CA
Ability to deliver
26.7/40.016.2/20 Reviews4.4/10 Clients & Experience6.2/10 Market PresenceService focus
100% Accounting -
$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
26.6/40.016.2/20 Reviews4.2/10 Clients & Experience6.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Woodbridge, VA
Ability to deliver
30.4/40.016.2/20 Reviews8.6/10 Clients & Experience5.5/10 Market PresenceService focus
70% Accounting30% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49St. Louis Park, MN
Ability to deliver
25.6/40.016/20 Reviews3.9/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+$50 - $99 / hr50 - 249Lincolnshire, IL
Ability to deliver
25.4/40.016.2/20 Reviews2.2/10 Clients & Experience7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Fairfax, VA
Ability to deliver
25.4/40.016.2/20 Reviews2.1/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
25.4/40.016.2/20 Reviews2.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% Accounting -
Undisclosed$50 - $99 / hr2 - 9Sarasota, FL
Ability to deliver
25.2/40.016.2/20 Reviews4.5/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Mechanicsburg, PA
Ability to deliver
25.2/40.016.2/20 Reviews3.3/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+Undisclosed10 - 49Salt Lake City, UT
Ability to deliver
24.9/40.016.2/20 Reviews2.4/10 Clients & Experience6.3/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Boston, MA
Ability to deliver
24.9/40.016.2/20 Reviews1.4/10 Clients & Experience7.2/10 Market PresenceService focus
100% Accounting
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Use our custom template for your accounting budgeting process.
U.S. Accounting Services FAQs
Most U.S.-based accounting firms support a broad mix, with many building deep sector expertise. Common specialties include:
- Financial services and fintech
- SaaS and venture-backed tech
- E-commerce, retail, and CPG
- Healthcare, life sciences, and biotech
- Manufacturing and supply chain
- Real estate, construction, and proptech
- Energy and utilities
- Government contractors and nonprofits
Niche experience often translates to faster onboarding, better benchmarks, and fewer surprises at audit time.
Start by outlining your project’s specific requirements and objectives. After that, browse through Clutch’s directories and assess your options on:
- Credentials and scope — Confirm CPA licensure for assurance work; ask about SEC/PCAOB experience for public-company needs; check if they perform SOC 1/SOC 2 attestations when relevant.
- Industry knowledge — Look for case studies in your sector.
- Tech stack — Ensure fluency with your systems and tools for AP, AR, and expense management.
- Team structure — Clarify who handles your work and the cadence of meetings and closes.
- Data security — Ask about access controls, encryption, and vendor management, especially if offshore resources are involved.
- Transparent pricing — Request a clear statement of work detailing deliverables, SLAs, and change-order processes.
- References and reviews — Validate quality and reliability with Clutch reviews and recent client references.
U.S. accounting firms operate within the country’s regulatory environment, including GAAP, IRS standards, and, when applicable, SEC and PCAOB oversight. That context matters if you need audit-ready financials, complex tax planning, or state-by-state sales tax guidance.
A U.S.-based CPA firm also brings proximity for time zones and on-site support — helpful for inventory counts, internal control walkthroughs, and executive meetings. If you’re working with US lenders, investors, or federal and state agencies, a domestic team can streamline documentation and deadlines.
Costs vary because of factors like scope, firm size, and specialization. Here’s a planning guide based on Clutch’s pricing data:
- Bookkeeping and monthly close: $500 – $3,000 per month for SMBs; more for multi-entity or inventory-heavy operations.
- Controller services: $2,000 – $7,500 per month, depending on complexity and reporting cadence.
- Fractional CFO/advisory: $3,000 – $12,000+ per month or $200 – $400+ per hour for strategic projects.
- Tax preparation: $750 – $5,000+ per return; multi-state and consolidated returns cost more.
- Sales/use tax compliance: $200 – $1,500+ per filing cycle, driven by nexus and state count.
- Reviews and audits: $15,000 – $150,000+, tied to revenue, transaction volume, and industry risk.
- Systems implementation: $5,000 – $100,000+ based on modules and integrations.
Boutiques may price more competitively; top accounting firms and Big 4 accounting practices charge premium rates for complex, regulated work.
- Vague scopes, unclear deliverables, or reluctance to sign a formal engagement letter.
- No CPA oversight for assurance services or missing PTIN for tax preparers.
- Limited documentation standards or unwillingness to share workpapers and close checklists.
- Guaranteed tax outcomes or aggressive schemes without substantiation.
- Poor communication, slow responsiveness, or frequent staff turnover on your account.
- One-size-fits-all tech recommendations that ignore your workflows and integrations.
- Inadequate internal controls, undisclosed offshoring, or weak data security practices.
Underestimating red flags is a costly mistake. Make sure you spot them early to prevent unnecessary headaches and mishaps.
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