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
16,240 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.
Undisclosed$200 - $300 / hr10 - 49Serves United StatesServices provided
85% Accounting15% Tax LawSee all 33 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.
$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.
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UndisclosedUndisclosed2 - 9Richmond, VA
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100% AccountingCatina Downey CPA PLLC is an Accounting company. The team offers Accounting and is based in Richmond, Virginia.
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UndisclosedUndisclosed10 - 49McAllen, TX
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100% AccountingHeadquartered in McAllen, Texas and Brownsville, Texas, Burton McCumber & Longoria, LLP is a small Accounting company. The team offers Accounting.
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Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Serves United StatesServices provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance ConsultingSee all 20 projectsIndinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses.
$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.
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UndisclosedUndisclosed2 - 9Manchester, NH
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100% AccountingGelinas & Pratte CPA, an Accounting company, was founded in 1986. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed10 - 49Bakersfield, CA
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100% AccountingAccounting company Hardaway Axume Weir CPAs, LLP was founded in 2014. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Danville, VA
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100% AccountingSnead & Williams PLLC is an Accounting company. They offer Accounting and are in Danville, Virginia.
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UndisclosedUndisclosed2 - 9Nags Head, NC
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100% AccountingPayroll USA, Inc. Is a Nags Head, North Carolina-based Accounting company. Launched in 2002, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9McAllen, TX
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100% AccountingCrews Randy L CPA, an Accounting company, is headquartered in McAllen, Texas and Abilene, Texas. Founded in 2006, the team provides Accounting.
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Featured
What are Featured Providers?
$25,000+Undisclosed250 - 999Serves United StatesServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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.
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.
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UndisclosedUndisclosed2 - 9Modesto, CA
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100% AccountingEstablished in 1977, Clendenin Bird & Company PC is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Manchester, NH
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100% AccountingDavid A Kreed CPA is a small Accounting company headquartered in Manchester, New Hampshire. The team focuses on 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.
$1,000+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.
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UndisclosedUndisclosed2 - 9West Des Moines, IA
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100% AccountingAnn M. Hartz, CPA, CTRS is an Accounting company. They focus on Accounting and were founded in 1997. The firm is in West Des Moines, Iowa.
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UndisclosedUndisclosed2 - 9Des Moines, IA
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100% AccountingSmall Accounting company The Bookkeepers, Inc., is in Des Moines, Iowa. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Visalia, CA
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100% AccountingPine, Pedroncelli & Aguilar, Inc is an Accounting company. They offer Accounting and were founded in 1985. The company is located in Visalia, California.
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UndisclosedUndisclosed10 - 49Toledo, OH
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100% AccountingMockensturm, Ltd, an Accounting company, is located in Toledo, Ohio. They provide Accounting.
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UndisclosedUndisclosed2 - 9Grimes, IA
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100% AccountingAccounting & Tax Professionals, PLC is a small Accounting company founded in 1997. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingAccounting company Edwards Ellis Armstrong & Company is in Ann Arbor, Michigan. They offer Accounting.
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UndisclosedUndisclosed10 - 49Ann Arbor, MI
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100% AccountingLoy Hartley & Company is an Accounting company. They are in Ann Arbor, Michigan. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingPietrasiuk, Kelley, & Kelley, a small Accounting company, is headquartered in Ann Arbor, Michigan. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingArbor Accounting is a small Accounting company located in Ann Arbor, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ogden, UT
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100% AccountingChristensen, Palmer & Ambrose,CPAs is a small Ogden, Utah-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingElser & Briggs is an Accounting company. The Ann Arbor, Michigan-based agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Woods Cross, UT
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100% AccountingShreeve Landry CPAs is an Accounting company. They were founded in 2012, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Newark, NJ
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100% AccountingTaxfile LLC is a small Accounting company located in Newark, New Jersey. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9South Ogden, UT
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100% AccountingIntegrated Tax Accounting is an Accounting company headquartered in South Ogden, Utah. Founded in 1998, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
Services provided
100% AccountingNHC Financial Accountants, a small Accounting company, is based in Ann Arbor, Michigan. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingMcComb & Company is an Accounting company. Their small team is in Ann Arbor, Michigan. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Ann Arbor, MI
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100% AccountingLaunched in 2003, Schlaupitz & Madhavan is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
Services provided
100% AccountingCurtis, Bailey, Exelby & Sposito is an Accounting company. They are headquartered in Ann Arbor, Michigan, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingWSR Certified Public Accountants, an Accounting company, was founded in 1947. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingMyler & Szczypka is an Accounting company. In Ann Arbor, Michigan, the firm was launched in 1989. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Burlington, NC
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100% AccountingAccounting company DualVision Inc. Was founded in 2009. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9West Long Branch, NJ
Services provided
100% AccountingSebak and Monner Associates is a small Accounting company based in West Long Branch, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Lumberton, NC
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100% AccountingLewis & Lewis Cpas Pllc is an Accounting company. The agency is located in Lumberton, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Somerville, NJ
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100% AccountingAJ Santye & Co., PA is an Accounting company established in 1977. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingMcDonald Carlson is an Accounting company. They are based in Ann Arbor, Michigan and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hazlet, NJ
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100% AccountingBedford Tax Services is a Hazlet, New Jersey-based Accounting company. They specialize in Accounting and were launched in 2010.
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UndisclosedUndisclosed10 - 49Ann Arbor, MI
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100% AccountingPolk & Associates is an Accounting company. Their small team is headquartered in Ann Arbor, Michigan. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Ewing Township, NJ
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100% AccountingMaida & Maida is an Accounting company headquartered in Ewing Township, New Jersey. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingSmall Accounting company JLM & Associates, is in Ann Arbor, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingOakwood Business Services, a small Accounting company, is headquartered in Ann Arbor, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingShayna Accounting Services is an Accounting company. They are in Ann Arbor, Michigan and have small team. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Asheville, NC
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100% AccountingAccounting company Johnson Price Sprinkle PA was founded in 1955. The midsize team offers Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingDonald W. Strom, CPA is a small Ann Arbor, Michigan-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9El Paso, TX
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100% AccountingTax Matters is an Accounting company. Located in El Paso, Texas, the company was established in 1988. Their services include Accounting.
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UndisclosedUndisclosed2 - 9El Paso, TX
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100% AccountingAccounting company Avila & Rey is based in El Paso, Texas. They provide Accounting and were launched in 2011.
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UndisclosedUndisclosed2 - 9Shelby, NC
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100% AccountingFedyshyn CPA Group PLLC is a small Accounting company located in Shelby, North Carolina. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Monroe, NC
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100% AccountingMoyer, Smith & Roller, PA, CPA's is an Accounting company. Headquartered in Monroe, North Carolina, the agency focuses on Accounting.
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UndisclosedUndisclosed10 - 49Whiteville, NC
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100% AccountingTHOMPSON, PRICE, SCOTT, ADAMS & CO. , PA is an Accounting company. Launched in 1950, the firm provides Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingSmall Accounting company SME Business Consultants, is in Ann Arbor, Michigan. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingFroelich CPA is an Accounting company. They provide Accounting and are in Ann Arbor, Michigan.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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100% AccountingLepper & Company is an Accounting company in Ann Arbor, Michigan. They offer Accounting.
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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.
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Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Best United States Accountants
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.7/40.017.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31.2/40.016.4/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
30.9/40.016.2/20 Reviews8.4/10 Clients & Experience6.3/10 Market PresenceService focus
35% Accounting65% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$25 - $49 / hr50 - 249Houston, TX
Ability to deliver
28.7/40.016.4/20 Reviews6/10 Clients & Experience6.3/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
29.6/40.016.2/20 Reviews8.4/10 Clients & Experience5/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$25 - $49 / hr2 - 9Clearwater, FL
Ability to deliver
27.5/40.016.2/20 Reviews6.2/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Tustin, CA
Ability to deliver
26.7/40.016.2/20 Reviews4.4/10 Clients & Experience6.2/10 Market PresenceService focus
100% Accounting -
$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
26.6/40.016.2/20 Reviews4.2/10 Clients & Experience6.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Woodbridge, VA
Ability to deliver
30.4/40.016.2/20 Reviews8.6/10 Clients & Experience5.5/10 Market PresenceService focus
70% Accounting30% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49St. Louis Park, MN
Ability to deliver
25.6/40.016/20 Reviews3.9/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+$50 - $99 / hr50 - 249Lincolnshire, IL
Ability to deliver
25.4/40.016.2/20 Reviews2.2/10 Clients & Experience7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Fairfax, VA
Ability to deliver
25.4/40.016.2/20 Reviews2.1/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
25.4/40.016.2/20 Reviews2.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% Accounting -
Undisclosed$50 - $99 / hr2 - 9Sarasota, FL
Ability to deliver
25.2/40.016.2/20 Reviews4.5/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Mechanicsburg, PA
Ability to deliver
25.2/40.016.2/20 Reviews3.3/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+Undisclosed10 - 49Salt Lake City, UT
Ability to deliver
24.9/40.016.2/20 Reviews2.4/10 Clients & Experience6.3/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Boston, MA
Ability to deliver
24.9/40.016.2/20 Reviews1.4/10 Clients & Experience7.2/10 Market PresenceService focus
100% Accounting
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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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