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?
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.
Reviews mention Professional
Clients consistently commend George Dimov, CPA for their outstanding professionalism and effective communication. One client noted, "The professionalism is outstanding and they always find solutions that benefit our companies' growth." Another highlighted their reliability and quick problem resolution, stating, "They have been consistently present with us and have been quick to resolve problems left by previous accounting firms." Overall, the sentiment reflects a strong appreciation for their professional approach and commitment to client success.-
Accounting for Financial Management Company
5.0 Apr 12, 2021The professionalism is outstanding and they always find solutions that benefit our companies growth. They are open-minded, fresh, and enjoyable to work with.
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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?
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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?
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?
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UndisclosedUndisclosedFreelancerDallas, TX
Services provided
30% Accounting30% Financial Advising & Planning20% Business Valuation Services +1 service20% Financial ConsultingAccounting company Dan Jefferson Tax & Financial Consulting is headquartered in Dallas, Texas. They focus on Accounting and Financial Advising & Planning and were established in 2007.
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UndisclosedUndisclosedFreelancerNorwalk, IA
Services provided
30% Accounting30% Financial Consulting20% Business Consulting +1 service20% Corporate Training & CoachingEpiphany Advisor Group LLC is a small Accounting company headquartered in Norwalk, Iowa. The team provides Accounting and Financial Consulting.
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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?
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?
More responsive than most other service providers
Get in Touchindinero 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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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)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 Innovative
Clients have consistently highlighted Zenbooks' innovative approach, noting their agility and proficiency in embracing technology. One client emphasized that the team is 'progressive and embraces technology and innovation,' which underscores their commitment to delivering creative solutions. Overall sentiment regarding their innovation is highly positive, as clients appreciate their ability to streamline processes and enhance operational efficiency.-
Accounting Services for Medical Aesthetics Procurement Co
5.0 Mar 30, 2026Zenbooks is innovative, agile, knowledgeable, and overall excellent to work with. The team is progressive and embraces technology and innovation.
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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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Zenbooks' competitive pricing and exceptional value for money. Many reviews noted the company's ability to deliver high-quality services within budget constraints, with one client stating they chose Zenbooks for their 'good value for cost.' Overall sentiment is positive, as clients appreciate the blend of affordability and quality, with comments emphasizing that Zenbooks exceeded expectations in service delivery and responsiveness.Was this helpful?
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UndisclosedUndisclosedFreelancerWoburn, MA
Services provided
30% Accounting35% BI & Big Data Consulting & SI35% Market ResearchSmall Market Research company RAM-HC Analytics, is in Woburn, Massachusetts. Their services include Market Research and BI & big data consulting & SI.
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UndisclosedUndisclosedFreelancerLakeland, FL
Services provided
30% Accounting50% Litigation Support Services20% Real Estate LawEstablished in 2005, Farina Notary & Professional Services is a small Litigation Support Services company. Their services include Litigation Support Services and Accounting.
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Undisclosed< $25 / hr1,000 - 9,999Santa Ana, CA
Services provided
40% Accounting40% Finance & Accounting Outsourcing (FAO)10% ERP Consulting and SI +1 service10% Tax LawSee all 35 projectsMeru Accounting is an accounting services firm offering bookkeeping, financial statement preparation, and tax preparation. Reviews reveal mixed feedback, with around 60% highlighting timeliness and professionalism in financial reporting, while others note issues with communication and unmet commitments. Clients appreciate Meru's industry-specific expertise and cost-effective solutions, although some have reported concerns about service delivery and responsiveness.
18 of 25 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 25 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping Services for E-Commerce Business
5.0 — Meru Accounting provides bookkeeping services for an e-commerce business. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
The feedback regarding Meru Accounting's cost and value for money is mixed. Several clients highlighted their pricing as fitting within budget and providing good value, with one client noting, 'Pricing fit our budget' and 'Good value for cost.' However, there are significant concerns, particularly with clients reporting issues of unrendered services and disputes over fees, such as a CEO who stated, 'Meru refused to refund the deposit' for services that were never delivered. Overall, while some clients appreciate their cost-effectiveness, others express dissatisfaction with the value received.Was this helpful?
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$50 Basic bookkeeping for small business $150 Part time senior bookkeeper dedicated to client. $400 Full time senior bookkeeper dedicated to client.View PackagesStandardized Bookkeeping & Accounting
I am certified to regulate following aspects of bookkeeping and accounting practices: > Generally Accepted Accounting Principles (GAAP) > To Record Transactions > Maintain Charts of Accounts > Prepare Financial Statements > Keep Internal Controls > Keep Audit & Assurance Services > To Compliance & Regulate Laws > Keep Professional EthicsWas this helpful?
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting70% Business Consulting10% Finance & Accounting Outsourcing (FAO)Founded in 2018, Punch Financial, a small Business Consulting company, is in Los Angeles, California. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Hillsboro, ND
Services provided
20% Accounting20% Advertising20% Business Consulting +2 services20% HR Consulting20% Marketing StrategyCompass Business Consulting is an Accounting company. The team is in Hillsboro, North Dakota, and their services include Accounting and Advertising.
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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 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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with Clarity Tax Group & CPA's pricing and value for money, noting that the services fit their budgets while delivering high-quality results. One client highlighted the company's responsiveness and professionalism, stating, 'Clarity always is quick to answer questions or needs.' Another emphasized the ease of working with them for bookkeeping and payroll, remarking on the timely and accurate handling of financial reports. Overall, feedback indicates a strong sentiment of value received for the cost.Was 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.
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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Advertising & marketingWas this helpful?
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UndisclosedUndisclosed2 - 9Minot, ND
Services provided
20% Accounting30% Cloud Consulting & SI30% Web Design +1 service20% Custom Software DevelopmentAlbertson Consulting, a cloud consulting & SI company, was founded in 2000. The team specializes in cloud consulting & SI and Web Design and is in Minot, North Dakota.
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UndisclosedUndisclosed2 - 9Providence, RI
Services provided
20% Accounting40% Commercial Brokerage Services20% Business Consulting +1 service20% Commercial FinancingRodman Real Estate, a Commercial Brokerage Services company, was founded in 1960. They provides Commercial Brokerage Services 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?
Industry Experience
Alexander Accountants, CPAs has demonstrated expertise primarily in the Advertising & Marketing industry, providing consulting services that enhance tax efficiency for businesses. Clients appreciate their accurate tax structuring and guidance, which have resulted in significant savings. The overall sentiment reflects strong satisfaction with their knowledge, timely delivery, and effective communication. This firm is particularly well-suited for companies seeking financial consulting services to optimize tax strategies.
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Advertising & marketingWas 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 Easy to reach
Clients have consistently praised Appletree Business Services for their responsiveness and accessibility. One client noted, "The team is always very fast to respond to requests," highlighting their commitment to timely communication. Additionally, the firm was commended for their support during a complex transition, with feedback indicating that they were helpful throughout the process. Overall, the sentiment reflects a strong appreciation for the ease of reaching out and receiving assistance from the team.-
Accounting Services for Property Management Company
5.0 Jul 6, 2023They are always readily available and are always happy to answer all of my questions. They are great at communicating. Carreen has never missed a call and is extremely patient.
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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?
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?
$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 - 9Manchester, NH
Services provided
20% Accounting60% Commercial Brokerage Services20% Commercial Property ManagementPeloquin Realty & Property Management is a Commercial Brokerage Services company in Manchester, New Hampshire. They offer Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Manchester, NH
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Financing +1 service20% Business ConsultingCommercial Brokerage Services company Jackman Commercial Realty, Inc. Specializes in Commercial Brokerage Services and Commercial Financing. They were launched in 1995.
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UndisclosedUndisclosed2 - 9Nashua, NH
Services provided
20% Accounting30% Commercial Property Management20% Commercial Brokerage Services +2 services20% Marketing Strategy10% AdvertisingCommercial Property Management company Central Realty Inc specializes in Commercial Property Management and Accounting. They are headquartered in Nashua, New Hampshire.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
20% Accounting30% Business Consulting30% Commercial Financing +1 service20% Market ResearchRoupp Acquisitions Inc is a small Commercial Financing company in Seattle, Washington. The team provides Commercial Financing and Business Consulting.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
20% Accounting40% Commercial Property Management20% Commercial Financing +1 service20% StaffingWPS Inc. Is a small Seattle, Washington-based Commercial Property Management company. The team specializes in Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
20% Accounting40% Commercial Brokerage Services40% Commercial Property ManagementNiche Realty Associates is a Commercial Brokerage Services company. The Seattle, Washington-based company specializes in Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Chino Hills, CA
Services provided
20% Accounting30% Commercial Property Management20% Commercial Brokerage Services +2 services20% Social Media Marketing10% Architectural DesignEagle Management is a Chino Hills, California-based Commercial Property Management company. Launched in 2018, the team focuses on Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Federal Way, WA
Services provided
20% Accounting50% Commercial Property Management30% Commercial FinancingCommercial Property Management company Zaran Sayre & Associates, Inc. Is located in Federal Way, Washington. They offer Commercial Property Management and Commercial Financing.
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UndisclosedUndisclosed2 - 9Jacksonville Beach, FL
Services provided
20% Accounting40% E-Commerce Development20% Custom Software Development +1 service20% Web DevelopmentCDev Technologies, a small e-commerce development firm, is based in Jacksonville Beach, Florida. The team offers E-Commerce Development and Accounting.
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UndisclosedUndisclosed2 - 9Palmdale, CA
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Property Management +1 service20% Market ResearchEstablished in 1979, Dp Commercial Brokerage Inc is a small Commercial Brokerage Services company. Their services include Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Kent, WA
Services provided
20% Accounting40% Commercial Brokerage Services40% Commercial Property ManagementAround The Clock, Inc. CRMC is a small Commercial Brokerage Services company founded in 1990. Their team provides Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
20% Accounting80% Commercial Brokerage ServicesDJM Commercial Real Estate is a Commercial Brokerage Services company based in Agoura Hills, California. Their services include Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Financing +1 service20% Commercial Property ManagementPlatinum Capital Realty, a small Commercial Brokerage Services company, is based in Los Angeles, California. The team specializes in Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting40% Commercial Property Management30% Commercial Brokerage Services +1 service10% Digital StrategyLocated in Los Angeles, California, TNG Property Management is a small Commercial Property Management company. The team offers Commercial Property Management and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9El Segundo, CA
Services provided
20% Accounting50% Commercial Financing30% Business ConsultingWaronzof Associates, Inc. Is a Commercial Financing company. Based in El Segundo, California, the team offers Commercial Financing and Business Consulting.
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UndisclosedUndisclosed2 - 9Tacoma, WA
Services provided
20% Accounting40% Commercial Brokerage Services30% Commercial Property Management +1 service10% Market ResearchTacoma Property Management, a small Commercial Brokerage Services company, is based in Tacoma, Washington. Their services include Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Boston, MA
Services provided
20% Accounting30% Commercial Property Management20% Commercial Brokerage Services +2 services20% Marketing Strategy10% Building Security ServicesKenney Development Company Inc. Is a Boston, Massachusetts-based Commercial Property Management company. They specialize in Commercial Property Management and Accounting and were launched in 1977.
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UndisclosedUndisclosed2 - 9Boston, MA
Services provided
20% Accounting30% Commercial Development20% Business Consulting +2 services20% Commercial Property Management10% Building Security ServicesLighthouse Realty Management LLC is a Commercial Development company. Their small team is based in Boston, Massachusetts and offers Commercial Development and Accounting. The firm was founded in
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
20% Accounting80% Commercial Brokerage ServicesCommercial Brokerage Services company Northwest Condominium Services was founded in 2011. The team offers Commercial Brokerage Services and Accounting and is based in Seattle, Washington.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
20% Accounting40% Commercial Brokerage Services40% Commercial Property ManagementLongley Property Management is a small Commercial Brokerage Services company in Seattle, Washington. Their services include Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Issaquah, WA
Services provided
20% Accounting60% Commercial Property Management20% Digital StrategyLocated in Issaquah, Washington, Three Keys Property Management is a small Commercial Property Management company. Their services include Commercial Property Management and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kent, WA
Services provided
20% Accounting50% Commercial Property Management30% Marketing StrategyAll Services Properties is a small Kent, Washington-based Commercial Property Management company. Their services include Commercial Property Management and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Braintree, MA
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Property Management +1 service20% Commercial DevelopmentDAI Property Management is a Commercial Brokerage Services company. Established in 2008, the company focuses on Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Boston, MA
Services provided
20% Accounting20% Architectural Design20% Commercial Development +2 services20% Commercial Property Management20% Marketing StrategyDrew Company is a Marketing Strategy company. They were established in 1982, and their services include Marketing Strategy and Architectural Design.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting60% Commercial Financing20% Call Center ServicesCalifornia H.O.A. Collection Services is a Commercial Financing company. Founded in 2014, the firm is in Los Angeles, California. Their team focuses on Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
Services provided
20% Accounting20% Commercial Brokerage Services20% Commercial Financing +3 services20% HR Consulting10% Business Consulting10% Financial ConsultingRubin Law Firm LLC is an Accounting company. Established in 2005, the team focuses on Accounting and Commercial Brokerage Services. The company is based in Overland Park, Kansas.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
20% Accounting40% Commercial Brokerage Services40% Commercial Property ManagementMarterra Properties is a Commercial Brokerage Services company. Their team is based in Newport Beach, California. The agency offers Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Wellesley, MA
Services provided
20% Accounting40% Commercial Brokerage Services30% Commercial Property Management +1 service10% Building Security ServicesEstablished in 1989, Equity Partners is a small Commercial Brokerage Services company. Their team focuses on Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Tacoma, WA
Services provided
20% Accounting50% Commercial Property Management30% Commercial Brokerage ServicesSmall Commercial Property Management company Keyrenter Tacoma, is in Tacoma, Washington. The team offers Commercial Property Management and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Newton, MA
Services provided
20% Accounting20% Commercial Brokerage Services20% Commercial Development +2 services20% Commercial Property Management20% Marketing StrategyAllen Associates Properties, Inc is an Accounting company. Founded in 1980, the team focuses on Accounting and Commercial Brokerage Services. The agency is headquartered in Newton, Massachusetts.
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UndisclosedUndisclosed2 - 9Dothan, AL
Services provided
20% Accounting80% Business ConsultingArch Business Consulting, Inc., a Business Consulting company, was founded in 2012. The small team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Henderson, NV
Services provided
20% Accounting20% Business Consulting20% HR Consulting +3 services20% Marketing Strategy10% Event Management10% Public RelationsAECIndustryPro is an Accounting company. Headquartered in Henderson, Nevada, their small team specializes in Accounting and Business Consulting. The agency was launched in 2013.
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UndisclosedUndisclosed2 - 9Macon, GA
Services provided
20% Accounting80% Business ConsultingSamet Consulting is a Business Consulting company. They are in Macon, Georgia and have small team. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
Services provided
20% Accounting60% Business Consulting20% Marketing StrategyThree Point Group is a Business Consulting company. Based in Alpharetta, Georgia, the agency specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Waltham, MA
Services provided
20% Accounting80% Commercial Brokerage ServicesLee Partners of New England is a Commercial Brokerage Services company. They offer Commercial Brokerage Services and Accounting and were launched in 1998.
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UndisclosedUndisclosed2 - 9Raynham, MA
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Property Management +1 service20% Architectural DesignBristol South Inc. Is a Commercial Brokerage Services company. They were established in 1987 and provide Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Boston, MA
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Development +1 service20% Commercial FinancingThe Brooks Company is a Commercial Brokerage Services company launched in 2006. Headquartered in Boston, Massachusetts, the team provides Commercial Brokerage Services and Commercial Development.
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UndisclosedUndisclosed2 - 9Lynnfield, MA
Services provided
20% Accounting40% Commercial Property Management30% Commercial Development +1 service10% Building Security ServicesAtlantic Tambone, a Commercial Property Management company, was founded in 2004. The company provides Commercial Property Management and Commercial Development, and is small.
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UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
20% Accounting60% Commercial Brokerage Services20% Commercial FinancingAppleby Commercial Real Estate is a Commercial Brokerage Services company launched in 1999. In Long Beach, California, the team focuses on Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
20% Accounting40% Commercial Brokerage Services20% Commercial Financing +1 service20% Commercial Property ManagementBancap Commercial Real Estate is a Commercial Brokerage Services company. Headquartered in Long Beach, California, the company focuses on Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Boston, MA
Services provided
20% Accounting60% Commercial Brokerage Services20% Marketing StrategyCommercial Brokerage Services company Freudenheim Partners was founded in 2016. The firm focuses on Commercial Brokerage Services and Accounting, and is small.
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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.
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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
-
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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