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.
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?
More responsive than most other service providers
Get in Touch1-800Accountant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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Undisclosed$200 - $300 / hr10 - 49Serves United StatesServices provided
85% Accounting15% Tax LawSee all 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.
13 of 14 Accounting reviews are 5 stars3 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 14 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read moreWas this helpful?
Industry Experience
George Dimov, CPA has demonstrated expertise across diverse industries including advertising & marketing, information technology, financial services, real estate, and other sectors. Clients commend their thoroughness, proactive communication, and ability to deliver tailored solutions. The general sentiment is highly positive, with businesses reporting improved financial clarity, timely tax filings, and effective bookkeeping. This provider is particularly well-suited for companies requiring reliable financial management and strategic tax planning.
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Real estate Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services Advertising & marketingWas 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?
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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.
Reviews mention Open to feedback
Clients express a positive sentiment regarding CoCountant's openness to feedback. One client noted that the senior team actively responds to suggestions, leading to continuous service improvement. They mentioned that constructive feedback is considered and integrated appropriately, reflecting a commitment to client satisfaction. Overall, the feedback indicates a strong emphasis on communication and adaptability, contributing to a reliable and effective partnership.-
Bookkeeping & Financial Consulting for VoIP Services Company
5.0 Apr 13, 2026The senior team responds to feedback and the service continuously improves as a result. We have been very happy with our bookkeeping services and any time we've given them constructive feedback they consider it and integrate the feedback as appropriate. We don't have any area of improvement at this time.
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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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express satisfaction with CoCountant's pricing, noting it fits their budgets and offers excellent value for the services provided. One client highlighted that the 'cost for the value is awesome,' while another emphasized 'competitive pricing' and the 'strong value of services offered.' Overall, the sentiment regarding cost-effectiveness is positive, with multiple clients affirming that CoCountant delivers high-quality work relative to its pricing.Was this helpful?
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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UndisclosedUndisclosed10 - 49Rapid City, SD
Services provided
10% Accounting50% Funding & Investment20% Graphic Design +2 services10% Corporate Training & Coaching10% HR ConsultingIn Rapid City, South Dakota, Nonprofit Resources, LLC is a Funding & Investment company. Founded in 1995, the team focuses on Funding & Investment and Graphic Design.
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UndisclosedUndisclosed10 - 49St. Louis, MO
Services provided
10% Accounting40% Commercial Financing40% Funding & Investment +1 service10% Banking LawClayton Capital Partners is a small St. Louis, Missouri-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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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 High-quality work
Clients have consistently praised Zenbooks for delivering high-quality work with accuracy and timeliness. For instance, one client noted that Zenbooks 'delivers on time and provides high-quality work and support,' while another highlighted their 'quality, friendliness, timeliness, and attention to detail.' Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction with the professionalism and expertise of the Zenbooks team.-
Accounting Services for AI-Powered Platform
5.0 Mar 19, 2026Zenbooks has completed our financials and taxes with accuracy and timeliness. The team has also helped us with faster month-end closing and filing-ready financials. I'm impressed with Zenbooks' quality, friendliness, timeliness, and attention to detail.
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Bookkeeping Services for Reverse Sourcing Platform
5.0 Mar 19, 2026Zenbooks delivers on time and provides high-quality work and support. They usually answer within 72 hours, which we appreciate.
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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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UndisclosedUndisclosed10 - 49Reno, NV
Services provided
10% Accounting30% Recruitment Process Outsourcing20% Employer of Record (EOR) Services +2 services20% Executive Search20% RecruitingJob Mobz is a Recruitment Process Outsourcing company. Their team is in New York, New York and Reno, Nevada. The agency offers Recruitment Process Outsourcing and Executive Search.
Read moreSee All Locations (2)Reno, NV
1005 Terminal Way, Suite 262
Reno, NV 895021
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UndisclosedUndisclosed10 - 49Canonsburg, PA
Services provided
10% Accounting30% Recruitment Process Outsourcing20% Executive Search +2 services20% HR Consulting20% StaffingFounded in 1986, STAFFusion Inc., a small Recruitment Process Outsourcing company, is based in Canonsburg, Pennsylvania. Their services include Recruitment Process Outsourcing and Staffing.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
10% Accounting20% Sports Marketing10% Business Consulting +7 services10% Corporate Training & Coaching10% Financial Advising & Planning10% Media Planning & Buying10% Public Relations10% Social Media Marketing5% Marketing Strategy5% Media & Entertainment LawSportstars, Inc., a Sports Marketing company, was launched in 1988. They offers Sports Marketing and Public Relations.
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UndisclosedUndisclosed10 - 49Washington, DC
Services provided
10% Accounting30% Environmental Consulting20% Business Consulting +4 services10% Event Management10% Event Marketing10% Funding & Investment10% Supply Chain ManagementAmerican Council on Renewable Energy (ACORE) is an Environmental Consulting company. Founded in 2001, the team provides Environmental Consulting and Business Consulting.
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UndisclosedUndisclosed10 - 49Honolulu, HI
Services provided
10% Accounting30% Business Consulting30% Financial Consulting +1 service30% IT Strategy ConsultingIntrapriseTechKnowlogies LLC is a Honolulu, Hawaii-based IT strategy consulting company. Founded in 2001, the team specializes in IT strategy consulting and Business Consulting.
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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 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 recent reviews, clients highlight Wasserman Accounting CPA's reliability and proactive communication. One client noted their impressive consistency in managing essential accounting tasks and meeting statutory deadlines, while another emphasized their focus on delivering clean financial statements and proactive tax planning. Overall, feedback reflects a high level of satisfaction with their project management and responsiveness, with no reported areas for improvement, indicating a strong fit for businesses seeking dependable financial support.Was this helpful?
2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Digital Marketing Agency
5.0 — Wasserman Accounting CPA provides ongoing financial support for a digital marketing agency. The tasks include managing payroll, preparing statutory filings, maintaining financial records, and Read moreWas this helpful?
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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UndisclosedUndisclosed10 - 49Warren, RI
Services provided
10% Accounting30% Business Consulting15% Event Marketing +5 services10% Corporate Training & Coaching10% HR Consulting10% Recruiting10% Social Media Marketing5% Email MarketingLaunched in 2002, Lighthouse Consulting Group Inc. Is a small Business Consulting company. Their services include Business Consulting and Event Marketing.
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UndisclosedUndisclosed10 - 49Roselle, IL
Services provided
10% Accounting10% Business Consulting10% Cloud Consulting & SI +7 services10% Conversion Optimization10% Corporate Training & Coaching10% E-Commerce Development10% ERP Consulting and SI10% IT Managed Services10% Market Research10% Web DesignSmall Market Research company CodaBears, Inc, is headquartered in Roselle, Illinois. Their services include Market Research and Conversion Optimization.
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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.
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?
14 of 16 Accounting reviews are 5 stars3 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 16 ReviewsAccounting 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 moreWas this helpful?
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 DesignWas this helpful?
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Denver, Colorado (2) Kalamazoo, Michigan (1) Merrimack, New Hampshire (1) New Orleans, Louisiana (1) Belle Glade, Florida (1) Murfreesboro, Tennessee (1) Opelika, Alabama (1) Darien, Connecticut (1) Chicago, Illinois (1) Atlanta, Georgia (1) Grand Rapids, United States (1) Concord, North Carolina (1) New York City, New York (1) San Francisco, California (1) Orlando, Florida (1) Boston, Massachusetts (1) Waltham, Massachusetts (1) Westford, Massachusetts (1) Brookline, New Hampshire (1) Londonderry, New Hampshire (1)Was this helpful?
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UndisclosedUndisclosed10 - 49Oceanside, CA
Services provided
10% Accounting15% Branding15% Financial Advising & Planning +5 services15% Web Design15% Web Development10% Business Consulting10% Content Marketing10% Search Engine OptimizationLaunched in 2016, Hoffbeck + Co is a small branding company. Their services include Branding and Web Design.
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UndisclosedUndisclosed10 - 49Vestavia Hills, AL
Services provided
10% Accounting30% Custom Software Development20% Back Office Outsourcing +3 services20% IT Managed Services10% Cloud Consulting & SI10% Market ResearchCustom software development company Gas Pos was established in 2016. The firm provides Custom Software Development and IT managed services, and is small.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)Twelix Accounting is an Austin, Texas-based Finance & Accounting Outsourcing (FAO) and Accounting company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr50 - 249Fort Lauderdale, FL
Services provided
20% Accounting20% Back Office Outsourcing20% Call Center Services +2 services20% IT Staff Augmentation20% IT Strategy ConsultingIT strategy consulting company Alliance Global Solutions focuses on IT strategy consulting and IT staff augmentation. They were launched in 2017.
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Undisclosed$100 - $149 / hrFreelancerMiami Beach, FL
Services provided
15% Accounting20% Logistics & Supply Chain Consulting15% BI & Big Data Consulting & SI +5 services15% ERP Consulting and SI10% Business Consulting10% Fulfillment10% Warehousing & Distribution5% Corporate Training & CoachingBlue Chain Ventures is a Logistics & Supply Chain Consulting company. The Miami Beach, Florida-based company offers Logistics & Supply Chain Consulting and BI & big data consulting & SI.
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UndisclosedUndisclosedFreelancerColumbus, OH
Services provided
15% Accounting20% Business Consulting20% Financial Consulting +3 services15% Commercial Property Management15% Finance & Accounting Outsourcing (FAO)15% Fractional CFO ServicesLocated in Columbus, Ohio, Complete Property Advisors is a Business Consulting company. Their services include Business Consulting and Financial Consulting.
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$1,000+$200 - $300 / hrFreelancerAurora, CO
Services provided
15% Accounting35% Fractional CFO Services25% Financial Consulting +2 services20% Financial Advising & Planning5% Business Valuation ServicesSmith Financial Services is an Aurora, Colorado-based Fractional CFO Services company. Their services include Fractional CFO Services and Financial Consulting.
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$1,000+UndisclosedFreelancerLos Angeles, CA
Services provided
15% Accounting80% Financial Consulting5% Digital Asset ManagementLTP Advisory is a Financial Consulting company. Their team is located in Los Angeles, California. The company focuses on Financial Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Powder Springs, GA
Services provided
35% Accounting35% HR Consulting30% Business ConsultingPeopleFirst Enterprises, Inc. Is an Accounting company launched in 2010. Located in Powder Springs, Georgia, the team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9West Valley City, UT
Services provided
35% Accounting35% Business Consulting30% Commercial Property ManagementFounded in 2018, Bonzuka Investments is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% Business ConsultingHorning Audrey M CPA, a small Accounting company, is headquartered in Livermore, California. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
Services provided
35% Accounting35% Litigation Support Services30% TranslationKTorres Services, an Accounting company, was founded in 2015. The team provides Accounting and Litigation Support Services and is located in Deerfield Beach, Florida.
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UndisclosedUndisclosed2 - 9Corona, CA
Services provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% Financial Advising & PlanningSmall Finance & Accounting Outsourcing (FAO) company TITAN TAX and BUSINESS SERVICES, is in Corona, California. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9San Antonio, TX
Services provided
35% Accounting35% Financial Advising & Planning30% Commercial FinancingSmall Accounting company VTBerry, is based in San Antonio, Texas. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Washington, DC
Services provided
35% Accounting35% Financial Advising & Planning20% Financial Consulting +1 service10% Business ConsultingKarim & Associates Financial Services, LLC is an Accounting company. Their small team is in Washington, District of Columbia. Their team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Lake Mary, FL
Services provided
35% Accounting35% Financial Advising & Planning30% Commercial FinancingSee all 1 projectsGulfstream Financial offers services including bookkeeping, financial reporting, tax preparation, and financial analysis. The reviews highlight Gulfstream Financial's ability to maintain quality while adhering to budget constraints, which is appreciated by clients. Communication is effective through in-person meetings, phone calls, and emails, with clients expressing satisfaction and no areas for improvement noted.
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$5,000+$100 - $149 / hr10 - 49Tulsa, OK
Services provided
30% Accounting40% HR Consulting20% Digital Strategy +1 service10% Marketing StrategyLaunched in 2008, LUXA Enterprises is a small Tulsa, Oklahoma-based HR Consulting company. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Swampscott, MA
Services provided
30% Accounting30% Commercial Development20% Architectural Design +1 service20% Commercial Property ManagementAccounting company Harbor Management focuses on Accounting and Commercial Development. They were launched in 1974.
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UndisclosedUndisclosed10 - 49Cambridge, MA
Services provided
30% Accounting40% Commercial Property Management20% Business Consulting +1 service10% Market ResearchThayer & Associates, Inc. Is a Cambridge, Massachusetts-based Commercial Property Management company. The team provides Commercial Property Management and Accounting.
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UndisclosedUndisclosed10 - 49Braintree, MA
Services provided
30% Accounting40% Commercial Development30% Commercial Property ManagementThe Simon Companies is a Braintree, Massachusetts-based Commercial Development company. They provide Commercial Development and Accounting and were launched in 1966.
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UndisclosedUndisclosed10 - 49Miami Beach, FL
Services provided
30% Accounting60% Commercial Property Management10% Building Security ServicesJMK Property Investment is a Commercial Property Management company. Their team is based in Miami Beach, Florida. The agency focuses on Commercial Property Management and Accounting.
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UndisclosedUndisclosed10 - 49Silver Spring, MD
Services provided
30% Accounting30% Business Consulting20% Cybersecurity +1 service20% Web DevelopmentACCEL Corporation is an Accounting company. They are located in Silver Spring, Maryland and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Washington, DC
Services provided
30% Accounting30% IT Managed Services20% Web Design +1 service20% Web DevelopmentFrancis Awoyera, CPA is an IT managed services company. The small Washington, District of Columbia-based team provides IT managed services and Accounting. The firm was launched in 1996.
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UndisclosedUndisclosed10 - 49Park Ridge, NJ
Services provided
30% Accounting40% HR Consulting30% HR OutsourcingHR Consulting company Consolidated Human Resources is based in Park Ridge, New Jersey. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosedFreelancerPhiladelphia, PA
Services provided
50% Accounting40% Business Consulting10% Financial ConsultingAJ Moore Consulting Corp is an Accounting company. The small Philadelphia, Pennsylvania-based team provides Accounting and Business Consulting. The firm was founded in 2009.
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UndisclosedUndisclosedFreelancerHonolulu, HI
Services provided
50% Accounting40% Business Consulting10% Financial ConsultingAccounting company Financial Planning Hawaii is based in Honolulu, Hawaii. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerHonolulu, HI
Services provided
50% Accounting50% Business ConsultingLaunched in 2009, Diamond Head Financial Advisors is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerMadison, WI
Services provided
50% Accounting50% Business ConsultingConsulting Services Tax & Accounting is an Accounting and Business Consulting company launched in 1969. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerSt. Petersburg, FL
Services provided
50% Accounting50% Business ConsultingDavid Mitchell Snyder, CPA is an Accounting and Business Consulting company established in 2018. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerDetroit, MI
Services provided
50% Accounting50% Business ConsultingSimplicity Financial Services is an Accounting and Business Consulting company. They offer Accounting and Business Consulting and are in Detroit, Michigan.
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UndisclosedUndisclosedFreelancerLos Angeles, CA
Services provided
50% Accounting50% Business ConsultingFounded in 2007, Wander CPA, a small Accounting and Business Consulting company, is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerAlexandria, VA
Services provided
50% Accounting50% Business ConsultingCarterHutchings, LLC is an Accounting and Business Consulting company. They are located in Alexandria, Virginia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerTampa, FL
Services provided
50% Accounting50% Business ConsultingEstablished in 2002, Lara & Weidman Forensic CPA's, PA is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Scottsdale, AZ
Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +3 services10% HR Consulting10% Recruiting5% StaffingHeadfarmer, LLC, a Business Consulting company, focuses on Business Consulting and Accounting. The agency is headquartered in Scottsdale, Arizona.
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UndisclosedUndisclosedFreelancerLanham, MD
Services provided
50% Accounting50% Financial Advising & PlanningTenille Moon is an Accounting and Financial Advising & Planning company. Located in Lanham, Maryland, their team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerSouthfield, MI
Services provided
50% Accounting40% Financial Consulting10% Business ConsultingWow Tax & Advisory Service is an Accounting company. Their small team of employees is in Southfield, Michigan. Their team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosedFreelancerHerndon, VA
Services provided
50% Accounting50% Business ConsultingLeaf Point Solutions is a Business Consulting and Accounting company. They focus on Business Consulting and Accounting and were established in 2017. The company is based in Herndon, Virginia.
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UndisclosedUndisclosedFreelancerBoston, MA
Services provided
50% Accounting50% IT Managed ServicesWiseiye, Inc. Is an IT managed services and Accounting company. The company is in Boston, Massachusetts. Their team specializes in IT managed services and Accounting.
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UndisclosedUndisclosedFreelancerHouston, TX
Services provided
50% Accounting50% Business ConsultingLacey Newday Consulting, LLC, a Business Consulting and Accounting company, specialize in Business Consulting and Accounting. They were launched in 2006.
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UndisclosedUndisclosedFreelancerCameron, NC
Services provided
50% Accounting50% Business ConsultingChoose Love Solutions, LLC, a Business Consulting and Accounting company, was founded in 2015. The agency focuses on Business Consulting and Accounting, and is small.
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UndisclosedUndisclosedFreelancerWilmington, NC
Services provided
50% Accounting40% Financial Consulting10% Business ConsultingFinancial Forensic is an Accounting company. Headquartered in Wilmington, North Carolina, the team provides Accounting and Financial Consulting.
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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:
- In-depth client interviews and ratings
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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.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
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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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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