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 Leaders 15 Contenders
15,059 Companies
List of the Best United States Accountants
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Featured
What are Featured Providers?
UndisclosedUndisclosed50 - 249Serves United StatesServices provided
100% AccountingSee all 31 projects1-800Accountant is an accounting services firm specializing in bookkeeping, CPA, tax preparation, and financial advisory. Reviews highlight their affordability, responsiveness, and comprehensive tax management, with over 90% of clients expressing satisfaction. Clients appreciate their friendly approach and timely communication, with no significant areas for improvement noted.
Undisclosed$200 - $300 / hr10 - 49Serves United StatesServices provided
85% Accounting15% Tax LawSee all 37 projectsGeorge Dimov, CPA is a distinguished accounting services firm specializing in tax preparation, bookkeeping, financial reporting, and business auditing. With a high client satisfaction rate, approximately 90% of reviews highlight their problem-solving capabilities, responsiveness, and thorough approach. Clients commend their cost-effective services and ability to meet deadlines, although some note room for improvement in communication efficiency.
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 a comprehensive accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and fractional CFO services. Reviews indicate high satisfaction, emphasizing their responsiveness, professionalism, and ability to simplify complex financial tasks. A significant 100% of reviewers praise their project management skills, communication, and the tangible financial insights provided, with no notable areas for improvement identified.
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UndisclosedUndisclosed2 - 9Duncanville, TX
Services provided
100% AccountingBe's Professional Services, llc is an Accounting company. Their small team is located in Duncanville, Texas and specializes in Accounting. The firm was founded in 2010.
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UndisclosedUndisclosed2 - 9Upper Saint Clair, PA
Services provided
100% AccountingDeverson, Tanack & Willison, CPA's is an Accounting company. Their small team is in Upper Saint Clair, Pennsylvania. Their services include Accounting.
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Featured
What are Featured Providers?
$1,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
60% Accounting20% Business Valuation Services20% Fractional CFO ServicesSee all 3 projectsWatter 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 by the
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 an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. Across their reviews, 100% of clients praise their responsiveness and knowledge in managing financial tasks, and many highlight their excellent project management and alignment with clients' needs. Clients also appreciate Zenbooks' timeliness, professionalism, and value for cost.
UndisclosedUndisclosed2 - 9Serves United StatesServices provided
70% Accounting30% Fractional CFO ServicesSee all 2 projectsWasserman Accounting CPA is an accounting services firm offering comprehensive solutions such as bookkeeping, financial reporting, tax preparation, and financial advisory. The reviews highlight their consistent, reliable service delivery and clear communication, with 100% of reviewers emphasizing timely compliance with statutory deadlines and effective project management. Clients appreciate their focus on providing actionable financial insights and proactive tax planning.
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UndisclosedUndisclosed2 - 9Wilmington, NC
Services provided
100% AccountingFounded in 2003, Quality Bookkeeping Services Inc is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingLocated in Pittsburgh, Pennsylvania, Michalik & Daniels, Inc. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Shelby, NC
Services provided
100% AccountingIntegrity Bookkeeping Services is an Accounting company. Their small team is located in Shelby, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingLuchini & Company, P.C. Is a Pittsburgh, Pennsylvania-based Accounting company. Founded in 1990, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Raleigh, NC
Services provided
100% AccountingAccounting company Roper Bookkeeping - Raleigh North Carolina is in Raleigh, North Carolina. Their services include Accounting.
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Featured
What are Featured Providers?
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.
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 professional accounting firm offering a wide range of services including bookkeeping, tax preparation, and financial advisory. The company is highly praised for its responsiveness, expertise, and alignment with client values, with over 90% of reviews highlighting their effective project management and ability to meet client needs. Their team is noted for delivering timely, accurate financial solutions and maintaining high levels of client satisfaction.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
Services provided
100% AccountingHosack, Specht, Muetzel & Wood LLP is an Accounting company. They are in Pittsburgh, Pennsylvania and have small team. They provide Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingBruce T. Hall, CPA is an Accounting company. Their small team is headquartered in Pittsburgh, Pennsylvania. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingDiPardo Eremic & Co. P.C. Is an Accounting company. They are headquartered in Pittsburgh, Pennsylvania and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Philadelphia, PA
Services provided
100% AccountingFounded in 1921, Tait Weller is an Accounting company. The midsize team offers Accounting.
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UndisclosedUndisclosed10 - 49Thousand Oaks, CA
Services provided
100% AccountingSparks & Company, Inc. Is an Accounting company. They specialize in Accounting and were founded in 2016. The company is headquartered in Thousand Oaks, California.
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UndisclosedUndisclosed2 - 9Houston, TX
Services provided
100% AccountingPotter & Golden P.C. Is an Accounting company. Their small team is headquartered in Houston, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
Services provided
100% AccountingHess Hopkins Alexander LLP is an Accounting company. Their small team is based in Houston, Texas. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingDeSisto, Jones, Schneeberger & Associates, P.C., a small Accounting company, is headquartered in Pittsburgh, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Tampa, FL
Services provided
100% Accounting1Source Partners is an Accounting company. They are headquartered in Tampa, Florida, and their services include Accounting.
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UndisclosedUndisclosed10 - 49City of Industry, CA
Services provided
90% Accounting10% Business ConsultingZD CONSULTING GROUP is an Accounting company founded in 2015. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Statesville, NC
Services provided
100% AccountingRosenfeld & Company PC is an Accounting company. The team offers Accounting and is based in Statesville, North Carolina.
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UndisclosedUndisclosed10 - 49Kalispell, MT
Services provided
100% AccountingJordahl & Sliter PLLC is an Accounting company established in 1952. The company specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Malta, MT
Services provided
100% AccountingCHMS, P.C. Is a Malta, Montana-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
Services provided
100% AccountingVAAS Professionals, LLC is an Accounting company. The Atlanta, Georgia-based team offers Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingR T Schwer & Associates is an Accounting company. The small Pittsburgh, Pennsylvania-based team specializes in Accounting. The company was founded in 1973.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingEstablished in 1992, Barnes Tax Associates LLC is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
100% AccountingSmall Accounting company Gomel & Advisors, LLC, is headquartered in Atlanta, Georgia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
Services provided
100% AccountingCoker James & Company, P.C. Is an Accounting company. Located in Atlanta, Georgia, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingSteel City Accounting is a small Accounting company headquartered in Pittsburgh, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingAccounting company Cameron Professional Services Group, LLC specializes in Accounting. They are located in Pittsburgh, Pennsylvania.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingO'Connor, Pagano and Associates is a Pittsburgh, Pennsylvania-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingAccounting company Myers, Moidel & Taylor, P.C. Was founded in 1993. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
100% AccountingMcGee Maruca & Associates, P.C. Is an Accounting company. Launched in 1994, the team focuses on Accounting. The agency is in Pittsburgh, Pennsylvania.
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UndisclosedUndisclosed10 - 49Laguna Beach, CA
Services provided
100% AccountingDaniel Dubois CPA & Company Inc is an Accounting company. Their team is headquartered in Laguna Beach, California. The firm offers Accounting.
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UndisclosedUndisclosed2 - 9San Clemente, CA
Services provided
100% AccountingMorey CPA & Associates, Inc., a small Accounting company, is located in San Clemente, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lubbock, TX
Services provided
100% AccountingM. Weiss and Associates is an Accounting company. Based in Lubbock, Texas, the company was founded in 1973. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Seminole, FL
Services provided
100% AccountingAccounting company CPA Partners, LLC specializes in Accounting. They were founded in 1985.
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UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
100% AccountingBarat & Barat, CPA's is an Accounting company. Their small team is in Tampa, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Seminole, FL
Services provided
100% AccountingBased in Seminole, Florida, AA Allied Tax Accounting, Inc. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
100% AccountingLaunched in 1982, Nelson & McKay CPA's, LLC, a small Accounting company, is located in Tampa, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
Services provided
100% AccountingKhan Arndt is an Accounting company. They were launched in 1996 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9Largo, FL
Services provided
100% AccountingBarton, Gonzalez & Myers, CPA's is an Accounting company. Their small team is headquartered in Largo, Florida. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Safety Harbor, FL
Services provided
100% AccountingCola & Cola CPAs is an Accounting company. Headquartered in Safety Harbor, Florida, their small team focuses on Accounting. The firm was established in 1991.
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UndisclosedUndisclosed2 - 9Clearwater, FL
Services provided
100% AccountingEstablished in 1992, Outsourced Accounting Department, Inc., a small Accounting company, is headquartered in Clearwater, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Amarillo, TX
Services provided
100% AccountingPrestige Tax Services is an Accounting company. They are in Amarillo, Texas and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Canyon, TX
Services provided
100% AccountingAccounting company Gilliland & Co., PC was launched in 2013. Based in Canyon, Texas, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Amarillo, TX
Services provided
100% AccountingSmall Accounting company Blakely, CPA, is headquartered in Amarillo, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Amarillo, TX
Services provided
100% AccountingSmall Accounting company Victor B Glenn, CPA, is located in Amarillo, Texas. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Amarillo, TX
Services provided
100% AccountingLisa Baca Bookkeeping is an Accounting company in Amarillo, Texas. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Tallahassee, FL
Services provided
80% Accounting20% Business ConsultingThomas Howell Ferguson P.A. CPAs is an Accounting company. Founded in 1993, the company is based in Tallahassee, Florida. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
Services provided
100% AccountingCablish & Gentile, CPAs is a small Accounting company headquartered in St. Petersburg, Florida. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Amarillo, TX
Services provided
100% AccountingTate & Cox PC is an Accounting company. Based in Amarillo, Texas, the agency was founded in 1986. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Amarillo, TX
Services provided
100% AccountingAccounting company Lemert Holder & Ohm, PLLC was founded in 2012. The team offers Accounting.
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Focus accounts for a company’s specialization within a certain service.
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Ability to Deliver considers three criteria:
- Client feedback and reviews
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List of the Best United States Accountants
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.6/40.016.2/20 Reviews9.8/10 Clients & Experience6.6/10 Market PresenceService focus
80% Accounting20% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.7/40.016.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.1/40.018/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31/40.016.2/20 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
37.8/40.017.8/20 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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
27.8/40.013.4/20 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 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
36.5/40.016.8/20 Reviews10/10 Clients & Experience9.7/10 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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