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Top Financial Consultants in the United States

Ratings Updated: December 5, 2025

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LUCA LLC

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Verified

$5,000+

$100 - $149 / hr

50 - 249

Mountain Brook, AL

Services provided

15% Financial Consulting

85% Finance & Accounting Outsourcing (FAO)

LUCA LLC is a Finance & Accounting Outsourcing (FAO) company. They were launched in 2017 and focus on Finance & Accounting Outsourcing (FAO) and Financial Consulting.
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More responsive than most other service providers

LUCA LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Mountain Brook, AL

300 Office Park Drive
Mountain Brook, AL 35223
50 - 75

(659)207-3001

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Zinman & Company, PC

Not yet reviewed
Verified

Undisclosed

Undisclosed

10 - 49

Southampton, PA

Services provided

20% Financial Consulting

20% Accounting

20% Business Consulting +2 services

20% Commercial Financing

20% Financial Advising & Planning

Headquartered in Southampton, Pennsylvania, Zinman & Company, PC is a Business Consulting company. They focus on Business Consulting and Commercial Financing.
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Southampton, PA

260 Knowles Avenue Suite 334
Southampton, PA 18966
21 - 30

2153572250

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ICT Lions

Not yet reviewed
Verified

Undisclosed

$25 - $49 / hr

2 - 9

Bridgeport, CT

Services provided

30% Financial Consulting

40% Accounting

30% Financial Advising & Planning

ICT Lions, an Accounting company, is in Bridgeport, Connecticut. The team provides Accounting and Financial Advising & Planning.
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More responsive than most other service providers

ICT Lions is very responsive
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Bridgeport, CT

1000 Lafayette Boulevard
Bridgeport, CT 06604
1

4752720330

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Crema

4.9 18 reviews

$5,000+

$150 - $199 / hr

10 - 49

Kansas City, MO

Services provided

10% Financial Consulting

20% Mobile App Development

20% UX/UI Design +4 services

20% Web Development

10% Business Consulting

10% Custom Software Development

10% Low/No Code Development

Crema is a digital product agency specializing in UX/UI design, product strategy, and software development, assisting clients across various industries. Reviewers consistently praise their project management skills, transparent communication, and ability to transform abstract ideas into practical solutions. With 100% positive feedback, clients highlight Crema's cultural alignment and commitment to delivering projects on time and within budget. Many reviews (approximately 80%) emphasize their adaptability and effective collaboration, contributing to successful project outcomes.

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Reviews mention Reasonable pricing
Clients have praised Crema for their reasonable pricing, noting that they delivered quality work within budget constraints. One client mentioned spending around $50,000 for a comprehensive UX audit, highlighting that Crema met deadlines and stayed within budget. Overall, the sentiment regarding pricing is positive, with clients appreciating the value provided relative to the investment made, and recognizing Crema's commitment to understanding their unique needs without imposing unnecessary costs.

Website UX Audit Services for Technology Company

5.0 Feb 9, 2023

They met our deadlines and stayed within our budget. We used a combination of Slack, Zoom, and in-person meetings to communicate.
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1 of 2 reviews are 5 stars

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews highlight Crema's exceptional project management, timely communication, and ability to translate abstract concepts into tangible solutions. Clients praised the team's responsiveness and collaborative approach, noting a quick turnaround on design iterations. The COO of Diode Ventures commended their organizational skills and commitment, stating they acted as an extension of their team. While there are minor suggestions for improvement, overall sentiment is highly positive, with clients expressing satisfaction with the results and engagement quality.
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Industry Experience

Crema has demonstrated expertise across various industries, including Legal, Education, Arts, Financial Services, and Real Estate. Clients commend their strong project management, communication, and ability to deliver innovative solutions, particularly in UX/UI design and product development. Overall, feedback is highly positive, with notable strengths in collaboration and responsiveness, making Crema a strong candidate for projects in Legal technology, educational platforms, and financial services consulting.
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Education Arts, entertainment & music Financial services Software Construction Nonprofit Business services Consumer Products Consulting Information technology IT Services Legal Real estate

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United States (17) Canada (1)
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Argona Partners

5.0 13 reviews

$5,000+

$300+ / hr

10 - 49

Indianapolis, IN

Services provided

10% Financial Consulting

65% Business Consulting

15% Market Research +2 services

5% Digital Strategy

5% Marketing Strategy

Argona Partners is a strategic consulting firm specializing in business valuation, financial modeling, and marketing strategies to aid startups and established companies in growth and investor engagement. Across their reviews, Argona Partners is commended for their professionalism, comprehensive deliverables, and effective communication, with 100% positive feedback regarding their impactful and solution-oriented approach. Clients frequently highlighted their detailed analysis and dedication, with approximately 70% emphasizing their impressive understanding of client needs.

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Reviews mention Helpful
Clients express high satisfaction with Argona Partners, noting their detailed analysis and responsiveness. One client highlighted Richard's expertise, stating, "I learned so much and am so grateful for all of his help!" Another emphasized the firm's commitment, stating, "Argona Partners is actually there to help us." Overall, clients commend their professionalism and effective project management, with no significant areas for improvement identified.

Business Consulting for Skincare Company

5.0 Jun 2, 2021

I was very impressed with the level of detail that went into our valuation and projections. Richard has a data science background, and it really shows. I learned so much and am so grateful for all of his help!
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Business Consulting Services for Talent Management Media Co

5.0 May 14, 2021

Argona Partners’ most impressive quality is that they’re actually there to help us.
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Industry Experience

Argona Partners has received positive feedback across various industries, including Social Networking, Beauty & Cosmetics, Environmental Services, Media, Consumer Products, Business Services, Wellness & Fitness, IT Services, and Energy & Natural Resources. Clients commend their professionalism, comprehensive market analysis, and strategic insights. Their expertise in financial modeling and marketing strategies has notably impacted startups and established companies alike, making them a strong fit for those seeking growth and investment opportunities in diverse sectors.
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Social Networking Beauty & Cosmetics Environmental Services Media Consumer Products Business services Wellness & Fitness Other Industry IT Services Energy & natural resources

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Average Project Cost Breakdown

Less than $10,000 (8) $10,000 to $49,000 (2) $50,000 to $199,999 (2)

What Clients Have Said
Clients consistently commend Argona Partners for their fair pricing and exceptional value for money. One client noted that their costs were 'very affordable for the amount of analysis they provide,' while another highlighted their pricing as a key factor in their selection. The overall sentiment reflects satisfaction with the comprehensive deliverables received, with clients emphasizing the significant impact on their projects relative to the investment made.
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Indianapolis, IN

1125 E Brookside Ave Suite B3
Indianapolis, IN 46202
2 - 5

5107317270

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Gaussian Consulting

5.0 2 reviews

$25,000+

Undisclosed

2 - 9

Brooklyn, NY

Services provided

10% Financial Consulting

55% Business Consulting

15% IT Strategy Consulting +2 services

10% Market Research

10% Marketing Strategy

Gaussian Consulting is a strategic advisory firm specializing in market research and product portfolio strategy. Clients highly regard the company for its structured, data-driven approach, with 100% of reviews highlighting positive outcomes, such as profitability and effective financial strategies. Gaussian's ability to facilitate decision-making and implement successful strategies for product development and cash flow management is frequently praised.

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Reviews mention High-quality work
Clients consistently praise Gaussian Consulting for delivering high-quality work, emphasizing their structured and logical approach to product strategy. One client highlighted that Gaussian's facilitation led to profitable product choices, while another noted that their financial strategy enabled sustained growth and cash flow. Overall, feedback reflects a strong sentiment of satisfaction with Gaussian's ability to provide valuable insights and effective solutions, with no reported areas for improvement.

Consulting for Consumer Transportation Company

5.0 Aug 19, 2022

But with Gaussian's advice, we were able to design and scale award-winning products that customers love while creating profits and cash.
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Industry Experience

Gaussian Consulting has demonstrated considerable expertise in the Design and Consumer Products industries. Clients praised their structured approach to product strategy and market research, leading to profitable outcomes and sustainable growth. Feedback emphasizes their ability to facilitate innovative product development while maintaining cash flow. Overall, the sentiment is highly positive, indicating that Gaussian is well-suited for companies seeking strategic guidance in product development and financial planning within these sectors.
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Design Consumer Products

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Gaussian Consulting is perceived as providing excellent value for money, with clients praising their structured approach and effective strategies that lead to profitable outcomes. One client noted their ability to generate cash flow while developing innovative products, which was previously deemed impossible. Another client highlighted the logical framework provided by Gaussian, which added clarity to their product strategy. Overall, the sentiment indicates that clients found the cost of services justified by the positive results achieved.
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Brooklyn, NY

364 8th St
Brooklyn, NY 11215
2 - 5

(917) 740-7606

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Lucrum Consulting, Inc.

5.0 14 reviews

$1,000+

$100 - $149 / hr

2 - 9

Charlotte, NC

Services provided

10% Financial Consulting

75% Finance & Accounting Outsourcing (FAO)

15% Business Consulting

Lucrum Consulting, Inc. is a financial consulting firm offering accounting, bookkeeping, and fractional CFO services, specializing in using QuickBooks and other financial tools to assist businesses in organizing and interpreting financial data. Reviews indicate an overwhelmingly positive feedback with themes of reliability, responsiveness, and expertise in financial management, with no notable areas for improvement mentioned. Notably, 100% of reviewers highlighted their exceptional project management and communication skills.

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Reviews mention Timely
Client feedback regarding the timeliness of Lucrum Consulting, Inc. is overwhelmingly positive. One client noted that tasks were delivered ahead of schedule and praised their project management, stating, 'They have an excellent project management process.' Another highlighted their 'outstanding' turnaround time on responses and timely submissions of financial statements. Overall, clients consistently commend Lucrum for their reliability and prompt communication, reinforcing their reputation for meeting deadlines without error.

Fractional CFO Services for Appraisal Management Company

4.5 Mar 1, 2023

The team has delivered tasks below our budget and ahead of schedule. To communicate, we use Teams and Zoom during the weekly talks between Saxby, our accounting manager, and me. However, we’ve got the project out ahead of schedule, so I have no complaints.
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Accounting Services for Nonprofit Organization

5.0 Dec 29, 2021

They’re active listeners, are very open to suggestions, and are timely at getting back to us. In terms of communication tools, we use in-person meetings, Zoom, and email. Their attention to detail and turnaround time on response are outstanding features of their service.
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Accounting Services for Commercial Real Estate Firm

5.0 Dec 10, 2021

They have an excellent project management process. They also submit our monthly and quarterly financial statements in a timely manner, they’re much better compared to other companies we worked with before. We usually communicate through email, and we also interact with them on phone calls.
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Accounting Services for Battery Manufacturer & Distributor

5.0 Dec 9, 2021

Moreover, working with them has been a pleasure because they’re always timely, and they’ve never made any mistakes in all the years I’ve been with them. Let Lucrum do what they do best, and they’ll provide results and guide your company in the right direction. They’ll offer cost-saving advice and get the job done while never missing any deadline at all.
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Financial Consulting for Consumer Services Company

5.0 Feb 12, 2021

Then, they update their status frequently and make sure that they work on our top priorities. They also complete deliverables in a timely fashion. We’re grateful that whenever Jeff hits a brick wall, he goes after that wall and we figure out how to get around it.
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Industry Experience

Lucrum Consulting, Inc. has garnered positive feedback across various industries, including Real Estate, IT Services, Construction, and Financial Services. Clients commend their expertise in bookkeeping, CFO services, and financial organization, remarking on their responsiveness and attention to detail. In Real Estate, they excelled in financial restructuring. In IT Services, their accounting support was highly valued. Construction clients appreciated their insights into cash flow management and budgeting. Overall, Lucrum demonstrates strong capabilities in enhancing financial clarity and supporting business growth across all sectors.
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Real estate IT Services Design Construction Other Industry Financial services Manufacturing Arts, entertainment & music

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Average Project Cost Breakdown

$10,000 to $49,000 (6) Less than $10,000 (2) $50,000 to $199,999 (2) $200,000 to $999,999 (2)

What Clients Have Said
Clients consistently note that Lucrum Consulting, Inc. offers excellent value for money, with many stating that their services exceed expectations. For instance, one client spent around $10,000 and reported tasks delivered below budget and ahead of schedule. Another client, investing over $200,000, emphasized the cost-effectiveness compared to hiring a full-time CFO. Overall, the sentiment is overwhelmingly positive, with clients appreciating the expertise, responsiveness, and attention to detail that justify their investments.
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Charlotte, NC

8008 Corporate Center Drive, Suite 206 Charlotte
Charlotte, NC 28226
6 - 9

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leadforce.info

4.6 20 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

35% Financial Consulting

45% Funding & Investment

15% Financial Advising & Planning +1 service

5% Other Marketing

leadforce.info is a company specializing in lead generation and investor outreach services. Reviews indicate mixed feedback, with about 70% positive responses highlighting their professionalism, attention to detail, and effective communication. However, 30% of reviews mention underdelivery on promises and unmet expectations. Common themes include their adeptness at generating investor interest and creating structured outreach strategies.

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3 of 4 reviews are 5 stars

Less than $10,000 avg. project cost

Reviewed 4 times in the past 6 months
In the last six months, feedback on leadforce.info has been mixed. Clients praised their professionalism, timely delivery, and personalized approach, particularly noting their support in capital raising and lead generation. For instance, one founder highlighted their proactive assistance in building an investment pipeline. However, a review from Novorise UK reported underwhelming results, claiming unmet promises regarding investor meeting arrangements. Overall, sentiment ranges from highly positive to significant dissatisfaction.
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Industry Experience

Leadforce.info has demonstrated strong expertise primarily in the Food & Beverage, Business Services, and Consumer Products industries, receiving positive feedback for their lead generation and capital-raising capabilities. Clients noted their effective communication and timely deliverables across various projects. In sectors like Manufacturing and Healthcare, they have positively impacted investor outreach and brand awareness. However, a review from the Supply Chain industry indicated a significant shortfall in promised deliverables. Overall, Leadforce.info is well-suited for clients in Food & Beverage and Consumer Products.
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Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics eCommerce Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Consumer Products Healthcare Manufacturing IT Services

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Average Project Cost Breakdown

Less than $10,000 (15)

What Clients Have Said
Overall, clients commend Leadforce.info for their cost-effectiveness and value for money. Many reviews highlight that the pricing aligns well with client budgets, with one stating it provides 'good value for cost.' Another client noted that their fees were 'more than covered by investment dollars produced.' However, there was one instance where a client expressed dissatisfaction with deliverables, suggesting inconsistency in meeting expectations. Overall, the sentiment is largely positive regarding value and affordability.
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United States (10) England (3) Sweden (1) Switzerland (1)

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2Bridges Cannabis Design

5.0 3 reviews

$10,000+

$200 - $300 / hr

2 - 9

Fernandina Beach, FL

Services provided

10% Financial Consulting

40% Business Consulting

30% Other Design +3 services

10% Product Design

5% Architectural Design

5% Marketing Strategy

2Bridges Cannabis Design is a specialized consulting firm offering design and strategic services for the cannabis industry, focusing on facility design, equipment procurement, and vendor relationships. Reviews highlight their passion, industry expertise, and efficient project management, with 100% of reviewers expressing satisfaction and recommending their services to other cannabis start-ups.

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Reviews mention Communicative
Clients commend 2Bridges Cannabis Design for their outstanding communication throughout projects. One client highlighted that communication was 'outstanding' and noted the team's responsiveness, stating they would 'answer us immediately' and 'act fast' on requests. Additionally, regular weekly meetings ensured all project milestones were organized and deadlines met. Overall, the sentiment reflects a high level of satisfaction with the company's communicative approach, contributing significantly to the project's success.

Business Consulting for Cannabis Manufacturer

5.0 Jan 24, 2023

The workflow between Admiral Green and 2Bridges was more than efficient. 2Bridges never missed a deadline for an assigned task and always planned for the next steps ahead to ensure our project was on track for operational success. Communication between Admiral Green and 2Bridges was outstanding -- if we needed something from them, they would answer us immediately and act fast on whatever it was that was required.
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Industry Experience

2Bridges Cannabis Design has demonstrated expertise primarily in the Legal Cannabis industry, providing comprehensive consulting and design services for cannabis facilities. Clients praise their detail-oriented approach, strong communication, and ability to foster relationships with vendors. Feedback highlights their strengths in designing operational workflows and financial planning, indicating a successful impact on project outcomes. Overall, their proficiency makes them an ideal partner for cannabis startups and established businesses seeking to optimize facility operations.
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Legal Cannabis

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed strong satisfaction with 2Bridges Cannabis Design's overall value and pricing. One client noted their effectiveness in negotiating costs with vendors to ensure budget compliance, highlighting the company's commitment to delivering the best deals. Another client praised their transparency and hardworking nature, indicating a fair return on investment. Overall, feedback reflects a positive sentiment towards the company's pricing structure, with no significant concerns raised regarding value for money.
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Fernandina Beach, FL

Nassau Street
Fernandina Beach, FL 32034
1

203-906-2912

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JS Morlu

5.0 10 reviews

$1,000+

$100 - $149 / hr

2 - 9

Woodbridge, VA

Services provided

10% Financial Consulting

70% Accounting

20% Business Consulting

JS Morlu is an accounting and business consulting firm specializing in financial management, tax preparation, and business advisory services. The reviews reveal a consistently high level of satisfaction, with approximately 100% of clients appreciating their attention to detail, professionalism, and integrity. Many clients highlight their adaptability and the trust they have in JS Morlu's ability to manage complex financial tasks effectively.

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Industry Experience

JS Morlu has garnered positive feedback across various industries, including IT Services, Business Services, Consulting, Healthcare, and Transportation. Clients commend their expertise in financial management, tax preparation, and compliance, often highlighting their attention to detail and commitment to client success. The overall sentiment reflects strong trust and reliability in their services, making them a valuable partner for businesses looking for comprehensive accounting and consulting solutions.
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Software Transportation IT Services Business services Consulting Healthcare Other Industry

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Average Project Cost Breakdown

Less than $10,000 (3) $200,000 to $999,999 (2) $1,000,000 to $9,999,999 (2) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
JS Morlu is consistently praised for providing excellent value for money, with clients noting their affordability and effective cost management strategies. One client highlighted their monthly retainer of $1,500, emphasizing the comprehensive support received. Another client mentioned spending under $1,000 for initial services while appreciating the quality delivered. Overall, the sentiment reflects satisfaction with the cost-effectiveness of JS Morlu's services, with many recommending them as a dependable partner for financial needs.
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Woodbridge, Virginia (2) Alexandria, Virginia (1) Arlington, Virginia (1) Centreville, Virginia (1) Herndon, Virginia (1) Manassas, Virginia (1) Lanham, Maryland (1) Falls Church, Virginia (1)

Woodbridge, VA

2200 Opitz Blvd, Suite 200
Woodbridge, VA 22191
6 - 9

703-594-4944

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NeONBRAND

5.0 1 review

$1,000+

$150 - $199 / hr

2 - 9

Las Vegas, NV

Services provided

10% Financial Consulting

25% Search Engine Optimization

25% Social Media Marketing +2 services

25% Web Development

15% Business Consulting

NeONBRAND is a digital marketing agency specializing in website development, SEO, and PPC services. The company has received highly positive feedback, with clients praising their ability to enhance online presence and increase ROI. Notably, 100% of reviewers mention improvements in organic search results and commend the team's approachable and collaborative nature.

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Industry Experience

NeONBRAND has demonstrated expertise in the Legal industry, notably in developing compelling websites and enhancing online marketing strategies. Clients have praised their strong approach to SEO and PPC, which resulted in improved organic search rankings and better ROI. The team's collaborative communication and responsiveness were highlighted as key strengths. Overall, feedback indicates a positive sentiment towards NeONBRAND's impact in legal marketing, suggesting they are well-suited for similar projects in this sector.
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Legal

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express high satisfaction with NeONBRAND's cost-effectiveness and value for money. One client noted a significant improvement in organic search results and ROI on PPC after engaging their services, highlighting a better overall aesthetic and organization of information. The approachability and responsiveness of the team were also praised, contributing to a collaborative experience. Overall, feedback indicates that clients perceive NeONBRAND as a worthy investment for their marketing needs.
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Las Vegas, NV

317 S 6th St
Las Vegas, NV 89101
6 - 9

+1.702.706.6366

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Jitasa

5.0 3 reviews

Undisclosed

$25 - $49 / hr

250 - 999

Meridian, ID

Services provided

15% Financial Consulting

35% Accounting

35% Finance & Accounting Outsourcing (FAO) +1 service

15% Business Consulting

Jitasa is a professional accounting firm specializing in providing comprehensive bookkeeping, accounting, and financial management services to nonprofits. The reviews indicate a highly positive feedback rate, with approximately 100% of clients appreciating their efficiency, expertise, and responsive team. Clients commend Jitasa for significantly improving financial processes, reducing labor time, and maintaining high accuracy in financial management, resulting in enhanced organizational efficiency.

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Reviews mention Timely
Clients express high satisfaction with Jitasa's timeliness in delivering reports and maintaining financial accuracy. One reviewer emphasized their 'timeliness of reports' and 'spotless books,' showcasing confidence in Jitasa's efficiency. Despite initial skepticism about remote collaboration, the client noted that Jitasa effectively communicated needs and adhered to deadlines. Overall, the sentiment regarding timeliness is overwhelmingly positive, reflecting Jitasa's capability to meet and exceed client expectations.

Bookkeeping & Accounting for Educational Nonprofit

5.0 Oct 20, 2022

We are very pleased with our spotless books, accuracy of financial data, timliness of reports, and absolute confidence in the integrity and accuracy of our books. I find it hard to imagine a scenario where a company like ours would be better served by another vendor or by an in-house team. Our auditor was dubious about our working with an offsite accountant, but after her experience with Jitasa and seeing the technology and processes in place, she is more than satisfied.
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Bookkeeping & Accounting for Educational Nonprofit

5.0 Oct 20, 2022

Describe their project management style, including communication tools and timeliness. We communicate almost entirely by email. Despite our representatives being in different time zones (one in Europe), we have established a helpful cadence in communications. Our reps think ahead as well, communicating clearly exactly what they need in order to provide us support.
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Industry Experience

Jitasa has demonstrated considerable expertise in the nonprofit and arts sectors, providing tailored accounting solutions that significantly enhance operational efficiency. Feedback highlights their strengths in responsiveness, staff competency, and the ability to streamline financial processes, particularly for small organizations. Clients from the nonprofit sector reported improved accuracy and timeliness in financial reporting, while those in the arts industry cited a 60% reduction in accounting-related tasks. Overall, Jitasa is well-suited for clients in nonprofit and educational industries seeking reliable accounting support.
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Arts, entertainment & music Nonprofit

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Average Project Cost Breakdown

$10,000 to $49,000 (2) Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with Jitasa's pricing structure, noting it offers excellent value for money. One client stated, "we pay a very affordable monthly fee for their service and it is worth every penny." Another mentioned, "the rate is a tremendous value for the services we receive." Overall, feedback reflects a strong sentiment that Jitasa's services significantly enhance operational efficiency while remaining budget-friendly for nonprofits.
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Meridian, ID

1120 South Rackham Way
Meridian, ID 83642
41 - 49

(877) 354-4775

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Norman Professional Services

5.0 4 reviews

$5,000+

$200 - $300 / hr

2 - 9

Oak Park, IL

Services provided

60% Financial Consulting

40% Accounting

Norman Professional Services is a financial consulting firm specializing in bookkeeping, financial planning, and financial advisement. 100% of reviews highlight their expertise in improving financial reporting and bookkeeping systems, as well as their timely project management and responsive communication. Clients commend their accountability, integrity, and ability to foster confidence in financial decision-making.

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Reviews mention Knowledgeable
Clients frequently commend Norman Professional Services for their extensive knowledge and expertise in financial management. One client noted that their understanding of finances improved significantly, stating, 'We feel like we understand our finances for the first time.' Additionally, the team's timely communication and thorough onboarding process were highlighted, demonstrating their commitment to client education. Overall, the sentiment towards their knowledgeability is highly positive, with clients appreciating their strategic insights and personable approach.

Financial Consulting for Software Implementation Company

5.0 Feb 19, 2024

Our onboarding included a very detailed and thorough checklist. It felt like they were clear about our numbers before they got into the nitty gritty. They were always timely, especially in communications. We've had really positive experiences with their team with this item.
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3 of 3 Financial Consulting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Bookkeeping System Upgrade & Admin Services for Nonprofit
5.0 — Norman Professional Services has helped a nonprofit upgrade and manage their bookkeeping system. The team has handled the client’s administrative requirements and works on ensuring accurate Read more
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Industry Experience

Norman Professional Services has demonstrated expertise across various industries, including business services, non-profit, software, and financial services. Clients commend their ability to enhance financial management, streamline bookkeeping systems, and provide strategic insights. The overall sentiment is highly positive, with particular strengths noted in cash flow management and operational improvements. Organizations seeking reliable bookkeeping and financial advisory services will find Norman Professional Services particularly beneficial.
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Business services Non-profit Software Financial services

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Oak Park, IL

7061 West North Avenue
Oak Park, IL 60302
6 - 9

7085241020

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Integrated Insight

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

The Villages, FL

Services provided

10% Financial Consulting

50% Business Consulting

35% Market Research +1 service

5% Marketing Strategy

Integrated Insight is a strategic consulting firm specializing in market research, revenue optimization, and consumer insights. Reviews indicate a high level of satisfaction, with 100% of clients highlighting their collaborative approach and ability to deliver actionable insights. Clients particularly value their consumer-focused strategies, leading to measurable improvements such as a 20% increase in net income for Rocky Mountaineer and enhanced public approval for Merriweather Park's design.

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Reviews mention Unique expertise
Clients commend Integrated Insight for their unique expertise in customized segmentation research, highlighting their ability to deliver valuable insights that drive branding and product development. One client noted their 'intellectual capacity and partnering style' as particularly impressive, while another emphasized their effective collaboration and timely delivery. Overall, the sentiment reflects strong satisfaction with Integrated Insight's specialized knowledge and the quality of their research outcomes.

Branding & Market Research for Hospitality Company

5.0 Jan 27, 2021

They also partnered effectively with our internal head of research, as well as our advertising agency and their head of research. Overall, excellent collaborative work. We got great insights and are using those to develop our brand campaigns and product changes. Their intellectual capacity and their partnering style were most impressive.
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Industry Experience

Integrated Insight has demonstrated expertise across the manufacturing, hospitality, and real estate industries. In manufacturing, they enhanced revenue and guest satisfaction through detailed research and operational optimization. In hospitality, they excelled in customized segmentation research, driving effective brand and product strategies. Their real estate projects focused on market assessments that bolstered public confidence in new developments. Overall, feedback reveals a strong collaborative approach and a deep understanding of consumer values, making them highly suitable for clients in these sectors.
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Manufacturing Hospitality & leisure Real estate

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Average Project Cost Breakdown

$50,000 to $199,999 (3)

What Clients Have Said
Clients consistently highlight Integrated Insight's exceptional value for money, noting their ability to deliver insightful, customized research that drives significant improvements in revenue and brand positioning. One client remarked on their best proposal during an RFP process, emphasizing the value provided. Another praised the firm's access to top-tier talent, which was described as an extraordinarily valuable opportunity. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction regarding cost-effectiveness and the impactful results achieved.
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Orlando, Florida (1) Columbia, Maryland (1) New York City, New York (1)
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RemSource

4.7 3 reviews

$1,000+

< $25 / hr

10 - 49

Baltimore, MD

Services provided

10% Financial Consulting

30% Finance & Accounting Outsourcing (FAO)

20% Back Office Outsourcing +3 services

20% Customer Service Outsourcing

10% Business Consulting

10% Call Center Services

RemSource is a professional back-office service provider specializing in phone support, email management, and medical billing. They are highly regarded for their customer care and efficiency, with reviews highlighting their ability to free up client time and increase productivity. Approximately 100% of reviewers noted their professionalism, while 67% mentioned improved workflow and communication. Consistency across operators was identified as an area for improvement by one reviewer.

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Reviews mention Communicative
Clients frequently commend RemSource for their exceptional communication skills. One client highlighted the effectiveness of their daily communications, stating, "We communicate multiple times every day, mostly through email." Another praised the company's ability to deliver important information in real time, emphasizing their professionalism and integrity. Overall, the sentiment regarding RemSource's communicative approach is overwhelmingly positive, with clients expressing satisfaction and confidence in their responsiveness and clarity.

Ongoing Administrative Support for Creative Web Agency

5.0 Nov 14, 2017

It's very effective! We communicate multiple times every day, mostly through email. They are consistent, they communicate important information in real time, and the entire company is full of kind, good people, full of integrity.
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Industry Experience

RemSource has demonstrated expertise across various industries including automotive, advertising & marketing, and telecommunications. In the automotive sector, clients praised their ability to enhance customer interactions and improve sales outcomes. The advertising & marketing firms lauded their professionalism and efficiency, allowing designers to focus on creative work. In telecommunications, their back office services significantly boosted productivity and reduced operational stress. Overall, RemSource is well-regarded for their reliable service and strong client relationships, making them a suitable partner for businesses seeking support in these industries.
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Automotive Advertising & marketing Telecommunications

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Average Project Cost Breakdown

$10,000 to $49,000 (3)

What Clients Have Said
Clients have consistently praised RemSource for providing exceptional value for money, noting their professional service and efficiency. One managing director highlighted significant improvements in prospect close rates, attributing this success to RemSource's reliable support. Another client, a creative agency president, initially hesitated due to perceived costs but ultimately found their investment worthwhile, as it freed up time for more valuable work. Overall, feedback indicates that RemSource delivers high-quality service at a competitive price.
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Baltimore, MD

2835 Smith Avenue, Suite 203,
Baltimore, MD 21209
6 - 9

410.504.6720

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Sensiba LLP

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

San Ramon, CA

Services provided

10% Financial Consulting

55% Accounting

15% Finance & Accounting Outsourcing (FAO) +2 services

10% Business Consulting

10% Financial Advising & Planning

Sensiba LLP is a Finance Consultancy providing Financial Consulting Services, particularly in audit and certification processes such as SOC2 and ISO27001. Clients commend their professionalism, expertise, and seamless execution, with 100% positive feedback highlighting their thorough audits and effective communication. Their reliable and detail-oriented team ensures high standards, making them a trusted partner in meeting certification needs.

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Reviews mention Great project management
Clients have consistently praised Sensiba LLP for their excellent project management capabilities. One client noted that the firm delivered on time and effectively responded to their needs during ISO 27001 and SOC 2 audits. The professionalism displayed throughout the engagement further reinforced positive sentiments, with no areas identified for improvement. Overall, clients express high satisfaction with the project management approach taken by Sensiba LLP.

Cybersecurity & IT Consulting for IT Auditing Company

5.0 Jul 9, 2025

Sensiba LLP's project management was excellent. They delivered on time and responded well to our needs.
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6 of 7 reviews are 5 stars

2 new reviews for Financial Consulting services

$10,000 – $49,000 avg. project cost

Reviewed 7 times in the past 6 months
Recent client feedback for Sensiba LLP highlights their exceptional support and professionalism in achieving compliance goals, particularly for SOC 2 and ISO 27001 audits. Clients noted the team's responsiveness, thoroughness, and clear communication, which facilitated seamless project management. Specific commendations included the personal involvement of auditors and the effective use of tools for collaboration. Overall, clients expressed high satisfaction with the outcomes, indicating a strong alignment between Sensiba LLP's values and their own.
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2 of 2 Financial Consulting reviews are 5 stars

2 new reviews for Financial Consulting in past 6 months

$10,000 – $49,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Auditing Services for Property Assessment Co
5.0 — Sensiba LLP was hired to provide auditing and consulting services for a property assessment company. The team conducted an SOC 2 and ISO 27001 audit. Read more
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Industry Experience

Sensiba LLP demonstrates expertise in various industries, including Consulting, Financial Services, Human Resources, IT Services, Telecommunications, and Software. Clients consistently commend their professionalism, deep expertise, and timely project management. Overall sentiment across these sectors is highly positive, highlighting Sensiba's ability to facilitate SOC certifications and audits effectively, resulting in improved security and compliance for organizations. Firms seeking assistance in compliance and auditing would find Sensiba LLP a suitable partner, particularly in regulated sectors.
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Consulting Other Industry Financial services Human Resources IT Services Information technology Advertising & marketing Telecommunications Software

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Supporting Strategies

5.0 2 reviews

Undisclosed

Undisclosed

250 - 999

Beverly, MA

Services provided

15% Financial Consulting

75% Finance & Accounting Outsourcing (FAO)

10% HR Consulting

Supporting Strategies is a professional bookkeeping and financial services company that provides comprehensive accounting support, including monthly reconciliations and financial reporting. Their clients appreciate their reliability, accuracy, and exceptional customer service, with 100% positive feedback highlighting trustworthiness and seamless integration with existing systems. Users report a strong satisfaction with their dedicated bookkeepers, emphasizing their attention to detail and consistency.

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Reviews mention Trustworthy
Clients consistently describe Supporting Strategies as highly trustworthy, emphasizing their reliability and attention to detail. One client noted, "they're incredibly trustworthy" and praised their ability to manage sensitive financial information securely. The dedicated bookkeeper's consistency and understanding of the client's communication style further reinforce this sentiment, with clients expressing confidence in their services since 2014. Overall, the feedback reflects a strong sense of trust in the company's capabilities.

Accounting Services for Branding & Web Design Firm

5.0 Dec 5, 2019

Number one, they’re incredibly trustworthy, which is important because Supporting Strategies has access to everything financial. Number two, if I’m in a crunch such as a client needs something that I can’t figure provide, they’ll jump in and help me. Their team’s customer service is really good. Five years ago, I felt shy moving all of our financials to digital, but they made the process smooth and easy.
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Industry Experience

Supporting Strategies has demonstrated expertise primarily in the Business Services and Advertising & Marketing industries. Clients appreciate their trustworthy and detail-oriented bookkeeping services, seamless integration with existing systems, and exceptional customer service. Overall sentiment is highly positive in both sectors, highlighting their ability to alleviate financial management stress and support business growth effectively.
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Business services Advertising & marketing

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Average Project Cost Breakdown

What Clients Have Said
Clients commend Supporting Strategies for providing excellent value for money, with services priced under $1,000 per month. One CEO noted the scalability of their offerings, emphasizing that they alleviate concerns about financial management. Another client praised the reliability and trustworthiness of their dedicated bookkeeper, highlighting consistent communication and a strong understanding of their business needs. Overall, the sentiment is positive, with no significant areas for improvement mentioned regarding cost and value.
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Beverly, MA

100 Cummings Center 207P
Beverly, MA 01915
251 - 300

8886318922

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Pixories Inc

5.0 7 reviews

$1,000+

$50 - $99 / hr

10 - 49

Wilmington, DE

Services provided

10% Financial Consulting

40% Audio Production

40% Video Production +1 service

10% Business Consulting

Pixories Inc is an animated video production company known for crafting engaging and visually appealing explainer videos. The company consistently receives positive reviews, with 100% of clients highlighting their exceptional project management and responsiveness. Their ability to distill complex ideas into compelling narratives and animations is frequently praised, with around 83% of reviewers noting their effective communication and adaptability to feedback.

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Reviews mention Collaborative
Pixories Inc has received positive feedback regarding their collaborative approach. Clients highlighted their responsiveness and effective communication, noting that the team was always on the same page and engaged throughout the project. One client emphasized the company's diligence in follow-ups and their ability to incorporate feedback swiftly, allowing for a smooth workflow. Overall, the sentiment reflects a strong appreciation for Pixories' commitment to collaboration and partnership during project execution.

Video Production for Marketing Consulting Company

5.0 Jun 22, 2022

We managed the majority of the project with spreadsheets and docs which worked very well for the whole team on both sides. It was a very collaborative experience. Their ability to take feedback and improve on drafts at a rapid speed with little to no revisions was extremely positive.
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Industry Experience

Pixories Inc has demonstrated expertise across several industries, including Logistics & Supply Chain, Software, Manufacturing, and Advertising & Marketing. Clients praised their ability to deliver engaging animated content that effectively simplifies complex ideas, particularly in software and AI sectors. Overall sentiment is highly positive, highlighting strengths in project management, responsiveness, and creative execution. Companies in need of explainer videos and marketing animations would find Pixories Inc to be a suitable partner.
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Logistics & Supply Chain Software Other Industry Manufacturing Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (3) $10,000 to $49,000 (3)

What Clients Have Said
Clients consistently praise Pixories Inc for their affordability and value for money. One client noted their "good value for cost," while another highlighted their "affordable pricing" paired with high-quality production. A third review emphasized the company's "top quality" art and design at a "very affordable rate." Overall sentiment reflects satisfaction with pricing relative to the quality of work, with multiple clients expressing intent to engage Pixories again due to their exceptional service and value.
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Life Elixir

4.5 2 reviews

$10,000+

$100 - $149 / hr

2 - 9

Newport Beach, CA

Services provided

10% Financial Consulting

30% AI Development

30% BI & Big Data Consulting & SI +2 services

20% Business Consulting

10% Logistics & Supply Chain Consulting

Life Elixir is a data consulting and AI development company specializing in creating data-driven solutions and AI models. Reviews indicate a 100% satisfaction rate regarding reliability and professionalism, with clients appreciating their expertise in handling complex data tasks. However, 50% of reviewers suggest enhancing communication for clarity among non-technical stakeholders.

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Reviews mention Trustworthy
Clients express a strong sense of trust in Life Elixir, highlighting their reliability and expertise. One reviewer noted, "I trusted and believed in their abilities," emphasizing the minimal risk in engaging their services. The company's responsiveness and timely project management were also praised, with the client appreciating the daily communication. Overall, the sentiment regarding Life Elixir's trustworthiness is overwhelmingly positive, suggesting a solid foundation for future collaborations.

AI Model & Dev for Medical Device Distributor

5.0 Jan 27, 2020

I trusted and believed in their abilities, so there was little risk engaging Life Elixir. Their team had knowledge of healthcare, which helped a lot. We worked together cohesively.

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Industry Experience

Life Elixir has demonstrated expertise primarily in the Healthcare and Other Industries, providing data science solutions and consulting. Clients in Healthcare praised their rapid response times, reliable modeling, and strong project management. In the Other Industry, the focus was on data leveraging for cold chain logistics, highlighting their ability to communicate effectively with technical and non-technical stakeholders. Overall, Life Elixir is regarded as a dependable partner, particularly for companies seeking robust data analysis and AI implementation.
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Other Industry Healthcare

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive Life Elixir's services as providing good value for money. One client noted a modest investment of $1,000 for functional and reliable AI modeling, indicating satisfaction with the cost relative to the outcomes achieved. Another client emphasized the owner's reliability and professionalism, reinforcing the sentiment that Life Elixir delivers quality work at a reasonable price. However, it is advised to establish clear deliverables to maximize the value of the engagement.
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Newport Beach, CA

4533 MacArthur Boulevard Suite #5110
Newport Beach, CA 92660
6 - 9

(877)876-8412

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Price Reporter Inc.

5.0 2 reviews

Undisclosed

$150 - $199 / hr

10 - 49

Englewood, NJ

Services provided

10% Financial Consulting

30% Business Consulting

15% Custom Software Development +4 services

15% Logistics & Supply Chain Consulting

10% CRM Consulting and SI

10% Contract Manufacturing

10% ERP Consulting and SI

Price Reporter Inc. is a company specializing in handling large volume orders, catalog management, and government procurement. The feedback is overwhelmingly positive, with 100% of reviewers highlighting their efficiency and ability to anticipate challenges, ensuring projects are completed on time or early. Their commitment to client success is notably impressive.

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Industry Experience

Price Reporter Inc. has demonstrated strong expertise in the retail and government contracting sectors. Their proficiency in managing large-volume orders and navigating governmental procurement processes has garnered positive feedback, highlighting their reliability and efficiency. Clients appreciate their proactive approach to challenges and effective communication. Overall, the sentiment is highly favorable, indicating that Price Reporter Inc. is particularly well-suited for projects within the retail and government industries.
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Retail

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients generally perceive Price Reporter Inc. as offering excellent value for money, with one VP noting their extensive experience and effective service in handling large orders and government procurement. The timely completion of projects and proactive management of challenges were highlighted as key strengths. A client remarked on the company's genuine care for client success, indicating a strong commitment to delivering value without any noted areas for improvement.
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Englewood, NJ

145 Cedar Ln #210
Englewood, NJ 07631
10 - 15

+12015676646

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Eighth Revolution

5.0 1 review

$5,000+

$300+ / hr

2 - 9

Plainview, NY

Services provided

10% Financial Consulting

70% Business Consulting

10% Contract Manufacturing +3 services

5% Logistics & Supply Chain Consulting

3% Application Management & Support

2% Commercial Development

Eighth Revolution is an innovative consulting firm specializing in technical guidance and strategic planning for projects in emerging industries. With 100% positive feedback, clients commend their extensive network, professional approach, and ability to transform concepts into actionable prototypes. They are praised for their expertise and reliability, making them an invaluable partner for complex technological ventures.

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Industry Experience

Eighth Revolution has demonstrated significant expertise in the manufacturing sector, particularly in optical components for industries such as pharmaceuticals, petrochemicals, and food and beverage. Clients highlight the company's strengths in technical guidance, network connections, and project management, resulting in accelerated product development and strategic insights. Overall sentiment is highly positive, indicating that Eighth Revolution is well-suited for projects requiring deep industry knowledge and innovative problem-solving approaches.
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Manufacturing

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients express a strong sentiment regarding Eighth Revolution's cost-effectiveness, noting that their investment of $30,000–$40,000 has yielded significant value. One client emphasized the unparalleled quality of work and extensive network provided by Eighth, stating it is difficult to compare them with others in the industry. Their professionalism and project management skills are also highlighted as key factors contributing to the overall positive perception of value for money.
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Plainview, NY

80 Skyline Dr
Plainview, NY 11803
6 - 9

5166532006

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CX Collective

5.0 12 reviews

$5,000+

$150 - $199 / hr

2 - 9

Inglewood, CA

Services provided

10% Financial Consulting

30% CRM Consulting and SI

20% Business Consulting +2 services

20% Call Center Services

20% Customer Service Outsourcing

CX Collective is a customer experience consulting firm specializing in CX strategy, implementation, and optimization, frequently utilizing platforms like Zendesk. Reviews indicate a high level of satisfaction, with clients praising their professionalism, responsiveness, and effective communication. Approximately 100% of reviews highlight their ability to deliver projects on time and exceed expectations, with no areas for improvement noted.

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Industry Experience

CX Collective has demonstrated expertise across various industries, primarily in Consumer Products, Healthcare, and Beauty & Cosmetics. Reviewers praised their professionalism, timely delivery, and strong communication skills, with notable strengths in implementing customer experience systems like Zendesk. In Healthcare, they enhanced patient support, while in Consumer Products, they optimized workflows and training processes. Overall, sentiment is highly positive, indicating CX Collective is well-suited for clients seeking improvements in customer experience across these sectors.
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Consumer Products Healthcare Nonprofit Beauty & Cosmetics Software Retail

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Average Project Cost Breakdown

Less than $10,000 (7) $10,000 to $49,000 (3)

What Clients Have Said
Clients consistently highlight CX Collective's competitive pricing and excellent value for money. One client noted, 'Pricing fit our budget' and described their services as 'good value for cost.' Another mentioned that they achieved all project goals 'on time and at the agreed upon contract cost.' Overall, feedback reflects a strong sentiment of satisfaction regarding cost-effectiveness, with many clients appreciating the quality of service relative to the investment made.
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More responsive than most other service providers

CX Collective is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Inglewood, CA

112 S. Market Street, Suite 172
Inglewood, CA 90301
2 - 5

310- 844-1172

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MATAX

5.0 1 review

$1,000+

Undisclosed

2 - 9

San Francisco, CA

Services provided

10% Financial Consulting

50% Accounting

25% Business Consulting +1 service

15% Cloud Consulting & SI

MATAX is a professional training and consulting firm specializing in Xero accounting software. Their services are highly regarded, with 100% of reviewers praising their ability to simplify complex topics and enhance understanding. Their training resulted in a 75% reduction in processing time for clients, highlighting their effectiveness and strong project management skills.

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Industry Experience

MATAX has received positive feedback primarily in the Advertising & Marketing industry, where they demonstrated expertise in training and project management, specifically in Xero software. Clients appreciated their ability to simplify complex processes, resulting in a significant 75% reduction in processing time. Their strengths include strong communication skills and a solution-oriented approach. Overall, MATAX is well-suited for projects requiring training and process optimization within similar sectors.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed that MATAX provides excellent value for money, particularly highlighting the effectiveness of their training sessions. One client noted spending $500 for training that led to a 75% reduction in processing time, showcasing significant ROI. Their project management skills were also praised for optimizing learning efforts, with no areas for improvement identified. Overall, the sentiment reflects satisfaction with MATAX's pricing relative to the quality and impact of their services.
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San Francisco, CA

584 Castro St. #612
San Francisco, CA 94114
2 - 5

4157872750

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A Bigger Bottom Line, LLC.

5.0 1 review

$5,000+

$150 - $199 / hr

2 - 9

Irvine, CA

Services provided

10% Financial Consulting

50% Accounting

40% Business Consulting

A Bigger Bottom Line, LLC. is a forward-thinking consultancy specializing in software integration and cloud solutions, demonstrated by their successful transition of a broker company to a paperless, fully integrated cloud system. With all reviews reflecting a positive impact, clients appreciate their futuristic approach and detailed project management, noting their services deliver more value than expected.

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Industry Experience

A Bigger Bottom Line, LLC has garnered positive feedback primarily in the construction and advertising industries. Clients highlight their expertise in integrating multiple software systems, enhancing operational efficiency, and transitioning businesses to cloud-based solutions. The overall sentiment reflects their commitment to innovation and client satisfaction, making them a strong candidate for businesses seeking to modernize their processes and achieve a streamlined, paperless environment.
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Construction

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients report that A Bigger Bottom Line, LLC provides exceptional value for money, often exceeding expectations. One client noted that for approximately $1,900 USD per month, they received extensive support in integrating multiple software solutions, leading to significant operational improvements. The sentiment is overwhelmingly positive, with comments highlighting the company's innovative approach and the freedom it offers clients. Overall, clients feel they gain much more than they invest, reinforcing the company's commitment to delivering a 'bigger bottom line.'
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Los Angeles, CA

4470 W Sunset Blvd Unit 90599
Los Angeles, CA 90027
1

855-752-6886

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Novel Work Co.

4.0 1 review

$50,000+

$200 - $300 / hr

2 - 9

Dripping Springs, TX

Services provided

10% Financial Consulting

40% Business Consulting

20% Corporate Training & Coaching +2 services

15% Branding

15% Business Continuity Management

Novel Work Co. is a strategic planning consultancy that specializes in helping businesses identify and achieve their goals. The company is praised for its effective project management and personalized approach, with 100% of the reviewers highlighting their instrumental role in business growth and focus. Clients appreciate their ability to create clear, actionable plans, although some suggest increased involvement from their CEO could enhance collaboration.

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Industry Experience

Novel Work Co. has demonstrated strong expertise in the Utilities sector, particularly in solar energy, helping clients with strategic planning and business development. Their feedback indicates strengths in project management, personalized service, and actionable planning. Clients appreciate their focus on collaboration and goal-oriented solutions, which have led to increased confidence and clarity in business direction. Overall sentiment is positive within the Utilities industry, suggesting they are well-suited for companies seeking growth and strategic guidance.
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Utilities

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients have expressed that Novel Work Co. provides significant value for the investment, with one reviewer noting a $50,000 expenditure that led to a clearer business trajectory and enhanced confidence in pricing strategies. The overall sentiment reflects satisfaction with the company's ability to deliver actionable insights and strategic planning, although some clients suggested a desire for more collaborative involvement from all team members. This indicates a strong perception of value relative to cost.
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Dripping Springs, TX

1450 US-290
Dripping Springs, TX 78620
2 - 5

512-249-9332

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Perkins & Co

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Portland, OR

Services provided

10% Financial Consulting

50% Business Consulting

20% Accounting +1 service

20% HR Consulting

Perkins & Co is a financial services firm specializing in bookkeeping and tax assistance. Reviews highlight their expertise in tax matters and effective project management, with 100% of reviewers praising their exceptional communication. While the firm offers valuable insights, clients should be mindful of their rates when engaging them for extensive inquiries.

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Industry Experience

Perkins & Co has demonstrated considerable expertise in the IT Services sector, particularly in financial management and tax advisory roles. Clients have noted their exceptional communication and proactive approach, which has positively impacted financial controls and tax return processes. Overall sentiment within this industry is positive, highlighting their ability to fill knowledge gaps and provide valuable insights. Potential clients in IT Services seeking robust financial oversight and tax assistance will likely find a strong match with Perkins & Co.
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IT Services

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients have expressed that Perkins & Co offers good value for their services, particularly appreciating their tax expertise and proactive communication. One client noted an investment of approximately $20,000, highlighting the benefit of having an additional set of eyes on financials. However, they also mentioned that rates are a consideration when asking questions, indicating that while the services are valuable, clients should be mindful of costs.
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Portland, OR

1211 SW 5th Ave, Suite 1000
Portland, OR 97204
151 - 200

5032210336

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Elite Software Automation

5.0 5 reviews

$25,000+

Undisclosed

10 - 49

Irving, TX

Services provided

10% Financial Consulting

20% Business Consulting

15% CRM Consulting and SI +4 services

15% Custom Software Development

15% ERP Consulting and SI

15% IT Strategy Consulting

10% Low/No Code Development

Elite Software Automation is a company specializing in developing custom software solutions to streamline business processes and enhance operational efficiency. Based on reviews, they receive overwhelmingly positive feedback for their meticulous analysis and tailored solutions, with clients reporting significant improvements in efficiency and cost reduction. Approximately 100% of reviews highlight their comprehensive understanding of business needs and effective project management.

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Reviews mention Personable
Clients have consistently noted Elite Software Automation's personable approach, highlighting their effective communication and proactive follow-ups. One client emphasized the ease of working directly with the owner, stating they appreciated the regular check-ins and project summaries. The sentiment is overwhelmingly positive, with clients feeling valued and supported. However, a suggestion for improvement includes consolidating contact emails for easier communication.

Zoho CRM Development for NYC-based Real Estate Firm

5.0 Aug 20, 2018

They’re open and available to talk and are willing to schedule phone meetings. They call and check in regularly to give us updates and set future plans. It’s also great to work directly with their owner.
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Industry Experience

Elite Software Automation has demonstrated expertise across the healthcare, financial services, arts, entertainment, and advertising industries. Clients commended their capabilities in streamlining operations, enhancing automation, and improving client engagement, particularly within healthcare and financial services. The overall sentiment is highly positive, highlighting their thorough approach, responsiveness, and ability to deliver tailored solutions that effectively address specific business challenges, making them an excellent fit for organizations seeking operational efficiencies.
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Healthcare Financial services Arts, entertainment & music Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (2) $50,000 to $199,999 (2) $10,000 to $49,000 (1)

What Clients Have Said
Clients generally express satisfaction with Elite Software Automation's pricing and value for money, noting that their investments yield significant returns. One client mentioned investing around $95,000, stating that the solutions provided improved operational efficiency and reduced the need for additional hires, showcasing strong cost-effectiveness. Another client, who spent approximately $75,000, highlighted that the project resulted in faster client processing and better retention rates. Overall, feedback reflects a positive sentiment regarding the cost relative to the value delivered.
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United States (4) England (1)
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Fiscal Advocate, Inc.

5.0 6 reviews

$50,000+

$150 - $199 / hr

10 - 49

Highland Park, IL

Services provided

30% Financial Consulting

30% Finance & Accounting Outsourcing (FAO)

30% Fractional CFO Services +1 service

10% Accounting

Fiscal Advocate, Inc. is a finance consultancy specializing in financial consulting services and financial analysis, particularly tailored for marketing agencies. The reviews indicate a strong positive sentiment, with clients highlighting their expertise in financial planning and advisement, responsiveness, and strategic financial insights. Approximately 100% of reviewers mentioned improved financial visibility and profitability, commending their EngineBI software and proactive consulting approach.

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Reviews mention Knowledgeable
Clients consistently praise Fiscal Advocate, Inc. for their deep industry knowledge and expertise. One client highlighted the team's ability to communicate complex financial concepts with empathy and clarity, enhancing their partnership experience. Another noted the firm's understanding of agency operations and its tailored approach, contributing significantly to improved financial visibility and decision-making. Overall, the sentiment regarding their knowledgeability is overwhelmingly positive, with clients appreciating the team's responsiveness and strategic insights.

Fractional CFO Services for Revenue Operations Firm

5.0 Jul 30, 2025

What stands out most is how knowledgeable and personable every member of the Fiscal Advocate team is. They possess a deep understanding of business finance and our needs, but they communicate with empathy, and without pretense or jargon. It's a rare and valuable combination that makes them a true partner, not just a vendor.
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Accounting Services for Digital Marketing Agency

5.0 Aug 9, 2025

They are knowledgeable about our industry and have helped benchmark our performance, which we could not do prior to engaging with FA.
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3 of 3 Financial Consulting reviews are 5 stars

3 new reviews for Financial Consulting in past 6 months

$50,000 – $199,999 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Accounting Services for Digital Marketing Agency
5.0 — Fiscal Advocate, Inc. provides accounting services for a digital marketing agency. The team handles monthly invoice review, credit card reconciliation, budgeting, strategic planning, and Read more
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Industry Experience

Fiscal Advocate, Inc. has demonstrated strong expertise in the Advertising & Marketing and Business Services industries. Clients in Advertising & Marketing noted significant improvements in financial visibility and profitability through tailored FP&A services and the EngineBI software. In Business Services, feedback highlighted their effectiveness in fostering financial clarity and expense reduction. Overall, the sentiment across both industries is positive, showcasing Fiscal Advocate as a valuable partner for firms seeking financial management and strategic growth.
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Advertising & marketing Business services

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Average Project Cost Breakdown

$50,000 to $199,999 (2) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently praise Fiscal Advocate, Inc. for their competitive pricing and strong value for money. One client highlighted the company's pricing as a key factor in their selection, noting it fit their budget while providing excellent service. Another client remarked on the notable improvements in financial clarity and profitability achieved through their services, affirming that the investment yielded significant returns. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of the company's offerings.
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WorldWide Local Connect Inc.

5.0 6 reviews

$5,000+

$50 - $99 / hr

10 - 49

Maynard, MA

Services provided

10% Financial Consulting

25% Accounting

25% Financial Advising & Planning +2 services

25% Other Digital Marketing

15% Business Consulting

WorldWide Local Connect Inc. is a multifaceted consulting firm offering services in financial advising, business consulting, and web development. The company has received overwhelmingly positive feedback, with 100% of reviewers praising their personalized approach and effective project management. Notably, their expertise in financial strategy and communication is frequently commended, as well as their ability to integrate technology updates seamlessly.

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Reviews mention Patient
Clients express a positive sentiment regarding WorldWide Local Connect Inc.'s patience throughout the project. One review highlights their approach as 'laid back to correspond with but firm on their deadlines,' emphasizing their ability to educate clients while maintaining professionalism. The client appreciated their patience, stating it was the most impressive aspect of the company. Overall, feedback indicates that their patient demeanor contributes significantly to client satisfaction.

Website Development for Data Company

5.0 Jan 24, 2022

They gave us a professional site and taught us a lot about how much technology has changed since we last had our site updated. They were very patient, which I liked the most.
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Industry Experience

WorldWide Local Connect Inc. has demonstrated strong expertise across various industries including healthcare, advertising & marketing, food & beverages, and design. Clients in healthcare reported significant revenue growth through tailored financial strategies, while those in advertising noted foundational improvements for scalability. The food & beverage sector experienced enhanced online presence, leading to increased foot traffic. Overall, sentiment across industries is highly positive, highlighting the firm’s personalized approach, effective communication, and strategic insights as key strengths.
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Other Industry Advertising & marketing Healthcare Design Consulting Food & Beverages

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Average Project Cost Breakdown

Less than $10,000 (4) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Overall, clients express high satisfaction with WorldWide Local Connect Inc.'s cost-effectiveness and value for money. One client noted a fair pricing structure, investing between $50,000 and $100,000, while achieving significant outcomes, including a successful acquisition. Another client highlighted a retainer-based model that offered valuable financial guidance, emphasizing the firm's integral role in their growth. Overall, clients appreciate the personalized service and timely deliverables, reinforcing the perception of strong value relative to the investment made.
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Maynard, MA

4 Apple Ridge Road
Maynard, MA 01754
41 - 49

9782430957

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VeriFee

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

SUNNY ISL BCH, FL

Services provided

80% Financial Consulting

20% Supply Chain Management

VeriFee is a finance consulting company specializing in financial consultation services, particularly in reducing credit card processing fees. Their team successfully negotiates fee reductions, resulting in savings for clients, with client satisfaction evident in 100% of reviews. Their impressive client-focused approach ensures continued monitoring of statements, as highlighted by the positive feedback where no areas for improvement were identified.

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1 of 1 Financial Consulting reviews are 5 stars

1 new review for Financial Consulting in past 6 months

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Credit Card Processing Fee Reduction for Automotive Company
5.0 — VeriFee provides credit card processing fee reduction services for an automotive dealership. The team has negotiated with the client's current processor and reviewed statements to ensure the Read more
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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed high satisfaction with VeriFee's pricing model, emphasizing its value for money. One client noted that VeriFee's only fee is a percentage of the savings generated, highlighting a risk-free approach to cost reduction. This unique structure, combined with effective negotiation strategies, resulted in significant savings without vendor changes. Overall, feedback indicates that clients perceive VeriFee as a cost-effective solution that delivers measurable financial benefits.
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SUNNY ISL BCH, FL

Collins Avenue
SUNNY ISL BCH, FL 33160
2 - 5

(305) 317-0344

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University CoWork

5.0 6 reviews

$1,000+

$200 - $300 / hr

2 - 9

Chicago, IL

Services provided

10% Financial Consulting

40% Business Consulting

10% Back Office Outsourcing +6 services

10% Commercial Property Management

10% Digital Strategy

5% Content Marketing

5% Other Digital Marketing

5% Search Engine Optimization

5% Social Media Marketing

University CoWork is a coworking space and business consultancy that provides office amenities, networking opportunities, and strategic business support. Reviews highlight their supportive community atmosphere and effective management, with 100% positive feedback emphasizing their role in helping small businesses grow and succeed. Approximately 75% of reviews specifically mention the exceptional value and personalized mentorship offered by University CoWork.

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Reviews mention Personable
Clients consistently describe University CoWork as personable and supportive. One review highlights the team's 'deeply caring and communal' nature, emphasizing their willingness to provide direct counsel and tailored support. The founder's personal engagement, noted during networking interactions, further enhances the client experience. Reviewers appreciate the intimate environment compared to larger coworking spaces, fostering meaningful connections and collaboration that contribute to clients' business growth.

Business Consulting & Cowork Space for Architecture

5.0 Feb 12, 2021

University CoWork goes above and beyond to support their members with an impressive range of services. The team is deeply caring and communal. I could’ve easily cut off my membership at the start of the pandemic, and I chose not to because I found them valuable.
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Industry Experience

University CoWork has demonstrated strong expertise across various industries including Wellness & Fitness, Hospitality & Leisure, Construction, and Advertising & Marketing. Clients have praised their supportive environment, high-quality amenities, and commitment to fostering business growth. Feedback highlights their ability to connect members with valuable resources and mentorship, particularly in small business development. Overall, sentiment is extremely positive, with many highlighting the community aspect and personalized consultations as key strengths, making them an excellent fit for small and growing enterprises.
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Wellness & Fitness Hospitality & leisure Construction Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (4)

What Clients Have Said
Clients consistently express satisfaction with the cost-effectiveness and value for money provided by University CoWork. One client highlighted that the $145 monthly membership offers exceptional amenities and networking opportunities, stating, 'I received an incredibly high value for the amount I pay.' Another noted that the services, including business consulting, significantly contributed to their growth, emphasizing that the investment is worthwhile for small businesses. Overall, the sentiment reflects that the company's offerings exceed expectations relative to their pricing.
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Chicago, IL

6127 S UNIVERSITY STE 1
Chicago, IL 60637
2 - 5

7738009751

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DealPoint Merrill

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

10% Financial Consulting

50% Commercial Financing

40% Funding & Investment

DealPoint Merrill is a commercial real estate company with a strong focus on communication and marketing collaboration. The reviews highlight a successful partnership, with 100% of respondents praising their effective teamwork and the exceptional contributions of their communications director, Danielle. There are no suggested areas for improvement, indicating a high level of client satisfaction.

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Industry Experience

DealPoint Merrill has demonstrated strong expertise in the real estate sector, particularly in commercial real estate. Feedback highlights their effective collaboration and communication skills, with Danielle being noted as a standout contributor in marketing and event management. The overall sentiment from industry partners is highly positive, emphasizing their capability to enhance trade show experiences and successful partnerships. Clients in the real estate industry can expect a dedicated and proficient team to support their project objectives.
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Real estate

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive DealPoint Merrill as providing excellent value for money, particularly highlighting their responsiveness and effective communication. One client noted the success of a collaborative event at the ICSC conference, crediting DealPoint Merrill for their support and teamwork. There were no mentions of dissatisfaction regarding costs, indicating a positive overall sentiment towards the company's pricing and value in delivering successful partnerships.
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Los Angeles, CA

22815 Ventura Blvd.
Los Angeles, CA 91364
10 - 15

+1.310.671.3900

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Spear CPA CFP

5.0 11 reviews

$1,000+

$100 - $149 / hr

2 - 9

New York, NY

Services provided

10% Financial Consulting

80% Accounting

10% Business Consulting

Spear CPA CFP is a comprehensive accounting firm offering services such as bookkeeping, tax preparation, financial planning, and business consulting. Across their reviews, clients consistently praise their professionalism, responsiveness, and expertise, with 100% expressing satisfaction. Notably, Spear CPA CFP's ability to navigate complex financial situations effectively and their proactive communication are highlighted as key strengths by clients.

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Reviews mention Accommodating
Clients have praised Spear CPA CFP for their high level of accommodation, highlighting their responsiveness and flexibility. One client noted, 'They’re very organized, and they’re super accessible over the phone,' while another emphasized their ongoing support, stating, 'They always keep everything on track.' Overall, the sentiment reflects a strong appreciation for the firm's commitment to understanding client needs and providing tailored financial guidance.

Accounting Services for Eyewear Manufacturing Company

5.0 Dec 13, 2022

Spear CPA CFP’s project management goes above and beyond their line of duty, and they’re great at staying on top of their work. They provide us with realistic time frames, and they’re very accommodating to our needs. Moreover, they excel at explaining what our budget is and what we can do with it.
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Accounting & Financial Services for Marketing Agency

5.0 Dec 8, 2020

We have a very honest and open relationship, and the team is super flexible and accommodating. Meir in particular is very knowledgeable about the business. It’s been a pleasure working with him and his team.
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Average Project Cost Breakdown

$50,000 to $199,999 (4) $200,000 to $999,999 (3) $10,000 to $49,000 (2)

What Clients Have Said
Clients express high satisfaction with Spear CPA CFP's cost-effectiveness and value for money. One client noted a significant return on their investment, stating, "whatever I’ve paid them has been worth the money." Another emphasized their ability to save clients money through strategic advice, leading to repeat business. Overall, feedback indicates that Spear CPA CFP delivers exceptional service relative to their pricing, with numerous clients recommending them for their responsiveness and professionalism.
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New York City, New York (7) Brooklyn, New York (1) Kingston, New York (1) Mount Vernon, New York (1) Rochester, New York (1)

New York, NY

315 Madison Avenue, 3rd Floor
New York, NY 10017
6 - 9

212-206-7336

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Acclarity

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Fort Lauderdale, FL

Services provided

20% Financial Consulting

20% Accounting

20% Commercial Financing +2 services

20% Financial Advising & Planning

20% Fractional CFO Services

Acclarity is a Finance Consultancy specializing in Financial Consulting Services, including KPI reporting, interim accounting support, and data analytics. Reviews indicate a high level of competence and effective use of technology, with 100% of clients highlighting timely project delivery and improved decision-making through comprehensive data analysis. Their services are lauded for enhancing business operations and providing valuable financial insights.

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2 of 2 reviews are 5 stars

2 new reviews for Financial Consulting services

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of Acclarity reflect a strong positive sentiment, with clients praising their effective KPI reporting and interim accounting support. A CFO highlighted the impact of accurate data on business decisions, improving patient volume and resource alignment. The Managing Director of Pine Tree Equity commended Acclarity's responsiveness and competence in data analytics, noting timely project delivery despite scope changes. Overall, clients appreciate the value and technological proficiency Acclarity brings to their projects.
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2 of 2 Financial Consulting reviews are 5 stars

2 new reviews for Financial Consulting in past 6 months

Unknown avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Consulting for Dermatology Clinic
5.0 — Acclarity provides financial consulting services for a dermatology clinic. The team assists the client with setting up routine KPI reporting, interim accounting support, and ad hoc financial Read more
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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Acclarity's strong value for money, noting that their services provide effective solutions at a competitive cost. For instance, one client emphasized selecting Acclarity due to 'good value for cost,' while another mentioned their ability to deliver timely and meaningful data that enhances decision-making. Overall, the sentiment reflects satisfaction with Acclarity's pricing relative to the quality of service provided, reinforcing their reputation as a reliable partner for financial consulting.
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Fort Lauderdale, FL

800 Corporate Drive
Fort Lauderdale, FL 33334
16 - 20

(954) 734-2360

Fort Lauderdale, FL

800 Corporate Drive
Fort Lauderdale, FL 33334
16 - 20

(954) 734-2360

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Stonehill

5.0 1 review

$10,000+

$150 - $199 / hr

10 - 49

Tampa, FL

Services provided

10% Financial Consulting

25% BI & Big Data Consulting & SI

20% Business Consulting +3 services

15% Content Marketing

15% HR Consulting

15% Public Relations

Stonehill is a strategic planning and marketing consultancy known for its ability to consolidate ideas into actionable steps, facilitating clear and effective communication within organizations. They receive overwhelmingly positive feedback, with clients praising their efficiency and creativity in project management. Stonehill's strength lies in aligning teams around strategic plans and delivering projects on time and within budget.

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Industry Experience

Stonehill has received positive feedback primarily from the IT Services industry, demonstrating expertise in strategic planning, marketing, and project management. Clients, such as Restaurant Magic Software, commend their ability to consolidate complex ideas into actionable plans and facilitate effective communication within organizations. Their strengths include creativity, efficiency, and proactive engagement, which leads to timely project completion. Potential clients in IT Services can expect a collaborative partner capable of aligning strategies and enhancing organizational clarity.
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IT Services

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients generally perceive Stonehill's services as offering strong value for money, often citing their proactive approach and efficiency in project management. One client noted an investment of around $500,000, highlighting that projects are completed on time and within budget. The team's ability to consolidate ideas into actionable plans has been particularly praised, contrasting with experiences with other consultants who deliver less practical outputs. Overall, the sentiment is positive, with clients feeling that their investments yield significant returns.
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Tampa, FL

1300 N Westshore Blvd. #120
Tampa, FL 33607
10 - 15

8134441984

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Council Fire

4.5 2 reviews

$10,000+

$150 - $199 / hr

10 - 49

Annapolis, MD

Services provided

10% Financial Consulting

30% Business Consulting

20% Digital Strategy +4 services

10% Branding

10% Content Marketing

10% Marketing Strategy

10% Social Media Marketing

Council Fire is a strategic consulting firm specializing in sustainability and environmental services, including strategy development and market analysis for organizations. Reviews indicate a high satisfaction rate, with clients praising their comprehensive approach (noted in 100% of reviews) and excellent communication skills (mentioned in 100% of reviews), while suggesting the addition of language capabilities for international projects.

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Reviews mention Exceptional performance
Council Fire has received exceptional feedback for their strategic consulting services, particularly from a South American nonprofit. Clients praised George's mentorship, stating he helped them understand their strategy and feel confident in their direction. The team is noted for their excellent communication and organizational skills, despite language barriers. Overall, clients felt well-supported and valued the team's integrative approach, highlighting their trust in Council Fire's expertise and holistic vision.

Strategy & Consulting for Environmental Nonprofit

4.0 Apr 8, 2020

They are very timely and organized. Despite translation challenges, given that our work in South America takes place mainly in Spanish, Council Fire are excellent communicators. Council Fire has a team of very good strategists that are easy to work with. They integrate with our team. They never felt like just any other consultant or advisor. We trusted them and their advice.
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Industry Experience

Council Fire has demonstrated strong expertise in the Environmental Services and Nonprofit sectors, providing strategic consulting and project management for organizations focused on sustainability and fisheries improvement. Feedback highlights their effective communication, organizational skills, and ability to integrate with client teams, which enhances project outcomes. Their strengths include strategic planning, market analysis, and mentorship. Overall sentiment across both industries is highly positive, indicating that Council Fire is well-suited for clients in environmental and nonprofit endeavors.
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Environmental Services Nonprofit

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Chile (1) United States (1)

Annapolis, MD

125 Chester Avenue
Annapolis, MD 21403
21 - 30

410-991-0244

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Key People

5.0 8 reviews

$5,000+

$50 - $99 / hr

2 - 9

Cupertino, CA

Services provided

10% Financial Consulting

75% HR Consulting

15% Business Consulting

Key People is a recruitment and HR consulting company that specializes in providing comprehensive talent acquisition services. They consistently receive positive feedback for their efficiency, with over 90% of reviewers highlighting their ability to quickly fill key positions with high-quality candidates. Clients commend their communication and adaptability, with approximately 80% noting their responsive and tailored approach to project management and client needs.

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Industry Experience

Key People has demonstrated notable expertise in the Gambling, Gaming, IT Services, and Software industries. Clients have praised their ability to streamline recruitment processes, fill key IT and development roles, and provide tailored HR solutions. Overall, the sentiment across these sectors is highly positive, with feedback highlighting their responsiveness, effective communication, and strong candidate matching, making them a fitting partner for companies seeking recruitment support in tech-driven environments.
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Gambling Software Gaming IT Services

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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Clients have consistently praised Key People's cost-effectiveness and value for money. One client noted that their pricing fit within budget, while another highlighted their competitive rates, stating they placed the most candidates at favorable prices. Overall, feedback reflects a strong sentiment regarding the company's ability to deliver high-quality candidates efficiently, with many clients expressing satisfaction with the service provided relative to the investment made.
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Cyprus (4) Germany (1) England (1)

Cupertino, CA

10080 N Wolfe Road
Cupertino, CA 95014
2 - 5

+19174785009

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Mighty Financial

5.0 2 reviews

$5,000+

$100 - $149 / hr

10 - 49

North Attleborough, MA

Services provided

10% Financial Consulting

60% Accounting

20% Fractional CFO Services +1 service

10% Business Consulting

Mighty Financial is a finance consultancy specializing in financial consulting services and advisement, with expertise in optimizing financial processes and implementing billing solutions. Reviews indicate a high level of responsiveness and flexibility, with successful outcomes such as improved customer experience and cost savings. While 100% of feedback is positive, communication improvements were suggested by some clients.

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1 of 1 reviews is 5 stars

1 new review for Financial Consulting services

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, client feedback for Mighty Financial has been largely positive, highlighting their responsiveness and expertise in financial processes. One client praised the successful implementation of a new billing solution that improved efficiency and customer experience. They appreciated Mighty Financial's flexibility in project management and assistance in hiring key personnel. However, some suggested that communication regarding evolving project scopes could be improved for better alignment.
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1 of 1 Financial Consulting reviews are 5 stars

1 new review for Financial Consulting in past 6 months

Unknown avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Consulting & Fractional CFO Services for IT Co
5.0 — Mighty Financial was hired by an IT company to evaluate and recommend improvements to their financial processes. The team also implemented a new billing solution and supported the hiring of finance Read more
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Industry Experience

Mighty Financial has demonstrated expertise in the Healthcare and Information Technology industries. In Healthcare, they provided exceptional accounting services, noted for their professionalism and responsiveness. In Information Technology, their strengths included improving financial processes and efficiency, leading to significant time and cost savings. Overall sentiment is highly positive, suggesting that they are a strong fit for clients seeking financial advisory and operational improvements, particularly in the healthcare and tech sectors.
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Healthcare Information technology

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Mighty Financial's competitive pricing and strong value for money. One review noted that the pricing 'fit our budget' and provided 'good value for cost,' while another emphasized their flexibility in project scope and budget. Overall, the sentiment is positive, with clients appreciating the balance of cost and quality of service, leading to improved operational efficiencies and successful project outcomes.
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Brainy Advisors

5.0 3 reviews

$1,000+

$25 - $49 / hr

10 - 49

Houston, TX

Services provided

10% Financial Consulting

30% Accounting

20% Finance & Accounting Outsourcing (FAO) +4 services

10% Back Office Outsourcing

10% Business Valuation Services

10% Digital Asset Management

10% Fractional CFO Services

Brainy Advisors is a financial consulting firm specializing in bookkeeping, compliance, and financial reporting services. They have garnered consistently positive feedback, with clients highlighting their professionalism, timely delivery, and effective communication. Notably, 100% of reviewers praised their ability to meet or exceed deadlines, and no areas for improvement were identified by the clients.

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Reviews mention Exceptional results
Clients have consistently praised Brainy Advisors for their exceptional results, highlighting their ability to complete projects ahead of schedule, such as finishing six months of bookkeeping in just one month. Notably, a client emphasized their professionalism and expertise, stating, "I don't think I would be able to achieve completing this project without spending double the cost with another company." Overall sentiment reflects high satisfaction with their responsiveness and the quality of service provided.

Accounting & Financial Advising for E-Commerce Store

5.0 May 6, 2024

They completed the project before deadline, a whole week earlier than expected! Pat (the lead accountant) was very responsive and answered all of my questions and concerns. Brainy is very professional and completed many of my overdue bookkeeping needs! I was very behind and stressed out because I was behind on a half a year of bookkeeping and P&L reports. They were able to finish a week earlier than the deadline. Overall, I don't think I would be able to achieve completing this project without spending double the cost with another company. Brainy is professional, great communicators, experts in their field, and will meet crucial deadlines.
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Industry Experience

Brainy Advisors has demonstrated expertise across the Software and eCommerce industries, receiving positive feedback for their bookkeeping and financial consulting services. Clients highlighted their prompt delivery of financial reports and responsive communication, showcasing strengths in project management and professionalism. The overall sentiment reflects satisfaction, particularly in eCommerce, where they excelled in margin calculations and organizing financial data. Potential clients in these sectors are likely to find Brainy Advisors a strong fit for their financial needs.
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Software eCommerce

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Clients consistently highlight Brainy Advisors' cost-effectiveness and high value for money. One executive noted that their pricing fit within budget while providing good value, stating, "I don't think I would be able to achieve completing this project without spending double the cost with another company." Another review emphasized timely delivery and professionalism, reinforcing the sentiment that Brainy Advisors delivers quality services at competitive rates, with no reported areas for improvement.
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Illustria

4.6 9 reviews

$10,000+

$150 - $199 / hr

10 - 49

Washington, DC

Services provided

10% Financial Consulting

75% Branding

15% Business Consulting

Illustria is a branding and graphic design agency renowned for its comprehensive approach to brand development and visual identity. The company has consistently received positive feedback, with approximately 90% of reviewers praising their attention to detail, project management skills, and client-centered approach. Many clients highlight their ability to thoroughly understand organizational needs before delivering tailored solutions, citing increased engagement and satisfaction with the results. However, some clients noted the need for more frequent updates during the creative process.

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Reviews mention Openness
Clients have expressed a positive sentiment regarding Illustria's openness in communication and responsiveness. One client noted that Illustria feels like an extension of their in-house team, highlighting their willingness to accommodate adjustments and provide innovative ideas. Additionally, the client appreciated the team's pleasant and professional demeanor, which contributed to a seamless collaboration. Although some challenges with the project brief process were mentioned, the company is actively working to enhance this aspect.

Branding and Print Campaign for Marketing Organization

4.0 Nov 24, 2015

I think that Illustria brings some great ideas to the table, and they feel like part of our in-house team. They've made changes and have responded to adjustments that we've requested in the beginning portions of our partnership. They've responded openly and favorably, and we're on a great track for a wonderful partnership.
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Industry Experience

Illustria has demonstrated expertise across various industries, including Nonprofit, Construction, IT Services, Hospitality, Legal, Advertising & Marketing, and Transportation. Clients commend their thorough approach to branding and project management, highlighting strengths such as responsiveness, attention to client needs, and the ability to deliver impactful marketing materials. The overall sentiment is positive, with clients noting significant improvements in brand perception and operational efficiency. Nonprofits and Construction sectors particularly benefit from their tailored branding strategies, while IT and Advertising clients appreciate their effective communication and design capabilities.
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Nonprofit Construction Other Industry Hospitality & leisure IT Services Legal Advertising & marketing Transportation

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Washington, District of Columbia (3) Chicago, Illinois (1) San Francisco, California (1) Denver, Colorado (1) Erie, Pennsylvania (1)

Washington, DC

1401 K Street NW Suite 450
Washington, DC 20005
10 - 15

202.733.1548

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Lalea & Black

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Beverly Hills, CA

Services provided

10% Financial Consulting

60% Accounting

20% Business Consulting +1 service

10% Finance & Accounting Outsourcing (FAO)

Lalea & Black is a financial services company specializing in accounting, tax strategy, and executive-level financial advice. They have received 100% positive feedback, with clients praising their high-quality financial services and seamless workflows. Many reviewers highlight the team's expertise, particularly Daniel's exceptional client care and actionable financial guidance.

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Industry Experience

Lalea & Black has demonstrated expertise primarily in the Advertising & Marketing industry, where they provided ongoing accounting and financial strategy services. Clients commend their world-class CPA skills, emphasizing Daniel's relationship management and actionable financial advice, which positively impacted profitability. The overall sentiment is highly favorable, indicating that Lalea & Black is a strong fit for companies seeking reliable financial support in this sector.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend Lalea & Black for delivering high-quality financial services that align with their pricing. One CEO noted that the expertise provided by Daniel, a world-class CPA, has significantly enhanced their profitability, justifying the investment. The seamless workflow and minimal demands on their team further emphasize the value for money. Overall, clients express satisfaction with the cost relative to the exceptional quality and personalized care received.
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Beverly Hills, CA

9100 Wilshire Blvd., 407E
Beverly Hills, CA 90212
6 - 9

8662226060

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Sales & Software

5.0 1 review

$25,000+

Undisclosed

2 - 9

Fayetteville, AR

Services provided

10% Financial Consulting

25% Corporate Training & Coaching

25% Mobile App Development +3 services

15% Business Consulting

15% Custom Software Development

10% Other Application Development

Sales & Software is a consulting firm specializing in marketing and sales strategies for SaaS products. The reviews highlight their exceptional expertise and unique experience, particularly of their CEO, Todd. Feedback is overwhelmingly positive, with clients praising the effective communication and structured project planning. Notably, 100% of reviewers mention their impressive expertise and positive impact on business growth.

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Industry Experience

Sales & Software has demonstrated significant expertise in the Engineering sector, particularly with SaaS products. One client highlighted their ability to provide clear guidance and strategic direction, resulting in substantial growth. The feedback indicates a strong collaborative workflow and effective communication, enhancing the overall project experience. Their unique insights into marketing and sales processes make them a valuable partner for businesses in the Engineering domain, especially those seeking to refine their market approach.
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Engineering

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Average Project Cost Breakdown

$10,000,000 + (1)

What Clients Have Said
Clients have expressed strong satisfaction with Sales & Software's value for money, highlighting the founder's expertise and the thoroughness of their consulting services. One client noted that the detailed planning and clear communication significantly contributed to their project's success. Overall, the feedback indicates that clients feel they received substantial insights and support relative to their investment, with no reported areas for improvement.
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Fayetteville, AR

Fayetteville
Fayetteville, AR 72703
2 - 5

503-308-3142

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Alexander Accountants, CPAs

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Harvard, MA

Services provided

20% Financial Consulting

40% Accounting

20% Commercial Financing +1 service

20% Financial Advising & Planning

Alexander Accountants, CPAs is an accounting and financial advisory firm that has been serving citizens and business owners of Harvard, Massachusetts and the surrounding communities for close to 30
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1 of 1 reviews is 5 stars

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent client feedback highlights Alexander Accountants, CPAs as a valuable partner in structuring companies for tax efficiency. A client noted achieving $15,000 in tax savings due to their expert guidance and praised their timely delivery and clear communication. The firm's cultural fit and alignment with client values were also emphasized, reflecting overall satisfaction with their services. No areas for improvement were identified, indicating a strong performance in client engagement.
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Industry Experience

Alexander Accountants, CPAs has demonstrated substantial expertise in the Advertising & Marketing industry, particularly in structuring companies for tax efficiency. Clients appreciate their timely delivery, clear communication, and extensive knowledge, leading to significant tax savings, such as a reported $15,000. The overall sentiment is highly positive, suggesting they are well-suited for businesses in need of financial consulting and tax strategy, especially those aligned with their culture and values.
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised Alexander Accountants, CPAs for offering good value for the cost of their services. One client noted that they spent less than $10,000 and achieved $15,000 in tax savings, highlighting a significant return on investment. Overall sentiment reflects satisfaction with the company's pricing structure and the quality of services received, with no noted areas for improvement.
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Imperial Advisory, CFOs

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Services provided

10% Financial Consulting

80% Financial Advising & Planning

10% Business Consulting

Imperial Advisory, CFOs is a finance consultancy known for delivering high-quality financial consulting services. According to reviews, 100% of clients mention their professionalism and industry expertise, with all projects completed on time and exceeding expectations. Clients particularly appreciate their impeccable financial advisement and responsiveness.

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0 of 1 Financial Consulting reviews are 5 stars

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Business Consulting for Executive Search Firm
4.5 — Imperial Advisory, CFOs provides business consulting support for an executive search firm. They're tasked with categorizing their expenses, developing a P&L model, and handling their forecasting Read more
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Industry Experience

Imperial Advisory, CFOs has demonstrated expertise in the Chemicals & Biotechnology and Advertising & Marketing industries. Clients have praised their professionalism, responsiveness, and ability to meet tight deadlines. The firm excels in financial modeling, expense categorization, and providing valuable insights, establishing a strong positive sentiment in both sectors. Their extensive industry knowledge and high-quality work make them a compelling choice for businesses seeking financial advisory services.
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Chemicals & Biotechnology Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Imperial Advisory, CFOs consistently highlight the company's exceptional value for money, noting timely delivery and high-quality work. One executive praised their responsiveness and professionalism, stating that all projects were completed ahead of schedule. Another client appreciated the flat retainment fee based on hourly rates, which provided clarity in billing. Overall, the sentiment is overwhelmingly positive, with no significant criticisms regarding pricing or value received.
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Valley Stream, NY

260 Sunrise Hwy
Valley Stream, NY 11422
6 - 9

5162569478

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Innerplum Consulting

5.0 1 review

$5,000+

$100 - $149 / hr

2 - 9

San Jose, CA

Services provided

10% Financial Consulting

40% Market Research

30% Business Consulting +1 service

20% Marketing Strategy

Innerplum Consulting is a research and strategy consulting firm specializing in product development research. The company received positive feedback for its timely completion of projects and effective communication, with 100% of reviewers highlighting their impressive updates and thorough reporting. Overall, clients expressed high satisfaction with Innerplum's services.

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Industry Experience

Innerplum Consulting has demonstrated expertise in the Research industry, particularly in product development research and user behavior analysis for applications. Feedback indicates a strong capability in delivering timely results and maintaining effective communication, as evidenced by regular updates and thorough reporting. The overall sentiment is highly positive, suggesting that clients in the Research sector seeking data-driven insights and collaborative project management would find Innerplum a fitting partner.
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Research

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Innerplum Consulting is perceived as offering favorable terms and strong value for money, as highlighted by a client who selected them over competitors based on cost-effectiveness. The project was completed on time, and the detailed updates maintained by Innerplum were particularly appreciated. Overall, clients express satisfaction with the pricing relative to the quality of service provided, indicating a positive sentiment towards the company's cost and value.
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San Jose, CA

San Francisco Bay Area
San Jose, CA 95112
6 - 9

4155626136

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Checkmate Visuals

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Katy, TX

Services provided

10% Financial Consulting

50% Content Marketing

30% Social Media Marketing +1 service

10% Business Consulting

Checkmate Visuals is a video production company known for its effective execution of creative ideas, particularly in music video production. With 100% positive feedback, reviewers praise their detailed storytelling and adaptability. The company, led by Jesus Diaz, is commended for its efficient project management and the successful delivery of high-quality videos.

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Industry Experience

Checkmate Visuals has received positive feedback primarily from the arts, entertainment, and music industry. Clients commend their expertise in video production, emphasizing their ability to effectively execute creative visions and provide detailed storylines. Their strong communication skills and prompt project management were also noted as significant strengths. Overall, the sentiment is highly favorable, indicating that Checkmate Visuals is well-suited for projects within the creative industries, particularly music and artistic visual content.
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Arts, entertainment & music

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently praise Checkmate Visuals for their competitive pricing and exceptional value for money. One client highlighted that their music video became the most successful on his YouTube channel, attributing this success to the company's effective execution and detailed storytelling. Feedback indicates that Checkmate Visuals offers an impressive return on investment, with one client noting their straightforward communication and fast turnaround times, reinforcing the company's strong value proposition without any areas for improvement mentioned.
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Katy, TX

1315 W Grand Pkwy S
Katy, TX 77494
2 - 5

7546009354

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Turner Business Appraisers

5.0 2 reviews

$1,000+

$200 - $300 / hr

2 - 9

Matthews, NC

Services provided

20% Financial Consulting

20% Business Consulting

20% Business Continuity Management +2 services

20% Business Valuation Services

20% Finance & Accounting Outsourcing (FAO)

Turner Business Appraisers, a finance consultancy specializing in financial consulting services, consistently receives positive feedback for their expertise in business valuation and sale negotiations. Clients commend their integrity and transparent communication, with 100% satisfaction reported in reviews. Notably, 100% of reviewers highlight their ethical standards and impressive negotiation skills.

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2 of 2 Financial Consulting reviews are 5 stars

2 new reviews for Financial Consulting in past 6 months

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Business Valuation Services for Sports Lighting Company
5.0 — Turner Business Appraisers provided business valuation services to a sports lighting firm. They determined a fair sale price and provided a certified appraisal for SBA loan approval. Read more
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Industry Experience

Turner Business Appraisers has demonstrated expertise across the Sports and Construction industries. In Sports, they provided critical valuations and negotiations, earning high praise for their negotiation skills and ethical standards, ultimately securing favorable deals. In Construction, they delivered comprehensive appraisals that facilitated informed decision-making for business sales, noted for their integrity and communication. Overall, feedback reflects strong competence, trustworthiness, and impactful outcomes in these sectors, making them a suitable partner for clients in these industries.
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Construction

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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Clients consistently noted that Turner Business Appraisers offers excellent value for money. One client highlighted their 'good value for cost' and successful negotiation resulting in an 'incredible deal' that exceeded expectations. Another praised the firm for providing a fair appraisal that justified their asking price, emphasizing transparency and integrity throughout the process. Overall, the sentiment reflects a strong appreciation for the company's pricing relative to the quality of service delivered.
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Matthews, NC

3524 Old Monroe Road
Matthews, NC 28104
6 - 9

7048210667

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Brankit

5.0 1 review

$1,000+

$25 - $49 / hr

10 - 49

Houston, TX

Services provided

10% Financial Consulting

40% Logistics & Supply Chain Consulting

20% Ecommerce Marketing +3 services

10% Business Consulting

10% Fulfillment

10% Warehousing & Distribution

Brankit is a supply chain management and Amazon ads management company. They are highly regarded for their exceptional work quality and reliability, maintaining over 99% in-stock rates. Reviews highlight their effective project management and communication, with 100% positive feedback, emphasizing their strong cultural fit and good value for cost.

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Industry Experience

Brankit has demonstrated expertise primarily in the retail industry, specifically in supply chain management and Amazon Ads management for tool retailers. Clients highlight their reliability, project management capabilities, and strong communication. Overall sentiment from retail clients is highly positive, emphasizing Brankit's ability to achieve high in-stock rates and deliver quality results on time. This indicates Brankit's strong fit for businesses seeking proficient support in retail operations and e-commerce marketing.
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Retail

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed satisfaction with Brankit's overall cost and value for money. A CEO from Jaeger Tools noted that Brankit's pricing fit their budget while delivering great value, contributing to a successful supply chain management project. The company is recognized for its reliability and quality of work, with no areas for improvement indicated by the client. Overall, the sentiment reflects a strong alignment between cost and the quality of services provided.
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More responsive than most other service providers

Brankit is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Houston, TX

Office#36c, 1300 Goliad St, Houston, TX 77007, USA
Houston, TX 77007
10 - 15

+ 986567380

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Greyson Tax & Consulting

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Columbus, OH

Services provided

10% Financial Consulting

75% Accounting

15% Business Consulting

Greyson Tax & Consulting is a tax consulting and bookkeeping firm specializing in managing personal and business taxes, bookkeeping, and corporate structuring. The company is praised for its professional service, effective communication, and significant cost-saving impact; 100% of reviews highlight satisfaction with their timely responsiveness and knowledgeable guidance, emphasizing their ability to improve business operations.

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Industry Experience

Greyson Tax & Consulting has demonstrated expertise primarily in the real estate sector, providing significant support in tax structuring and bookkeeping. Clients have praised their timely communication and knowledge, noting substantial tax savings, such as $30,000 in one instance. Overall sentiment from the real estate industry indicates a high level of satisfaction, making Greyson Tax & Consulting a strong candidate for businesses seeking reliable tax and consulting services in this field.
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Real estate

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed strong satisfaction with Greyson Tax & Consulting's value for money, noting significant cost savings. One client reported saving approximately $30,000 in taxes due to their expertise, indicating that the services provided more than justify the costs. The timely communication and comprehensive support further enhance their perceived value, leading clients to recommend trusting the firm's guidance for optimal financial outcomes.
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Hoboken, NJ

221 River St 9th Fl
Hoboken, NJ 07030
2 - 5

614-662-4778

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The Social Cafe

5.0 2 reviews

Undisclosed

< $25 / hr

2 - 9

North Miami, FL

Services provided

10% Financial Consulting

35% Business Consulting

20% Branding +4 services

20% Marketing Strategy

5% Content Marketing

5% Digital Strategy

5% Market Research

The Social Cafe is a marketing consultation agency that excels in enhancing brand visibility and developing effective content strategies. They have received overwhelmingly positive feedback, with 100% of reviewers appreciating their impressive communication, transparency, and unique solutions tailored to client needs. Notably, 50% mention remarkable outcomes such as increased website traffic and sales.

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Reviews mention High-quality work
Clients have expressed high satisfaction with The Social Cafe's work, particularly noting the high-quality branding and marketing strategies implemented. One client highlighted the immediate impact on their business, with a 17% increase in website traffic and a 20% rise in calls within two weeks of implementation. The provision of tailored marketing software and comprehensive training further emphasized their commitment to client success. Overall, the sentiment reflects a strong appreciation for the quality of work delivered.

Consultation & Marketing for Real Estate Company

5.0 Oct 13, 2021

Within two weeks of implementation, clients started to notice the difference in our branding. The graphic designs took on a completely different turn, and through our email marketing campaigns, customers started to really understand our mission. Traffic to our website increased by 17% and calls went up 20%, which was unexpected as typically website traffic is higher.
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Industry Experience

The Social Cafe has demonstrated expertise primarily in the Real Estate and Consumer Products industries. In Real Estate, they effectively improved branding and client engagement, leading to a 20% increase in calls and a 17% rise in website traffic. Their collaborative approach and strategic marketing tools were particularly praised. In Consumer Products, they successfully developed an e-commerce site for a bakery, resulting in a remarkable 67% increase in sales. Overall, the sentiment across these industries reflects strong satisfaction, highlighting the company's effectiveness in enhancing brand visibility and sales.
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Real estate Consumer Products

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Clients of The Social Cafe consistently highlight the company's competitive pricing and exceptional value for money. One client noted that the agency provided various pricing options and delivered a website that increased sales by 67%, showcasing a strong return on investment. Another client praised the impressive marketing software and training received, emphasizing that the services offered exceeded their expectations. Overall, the sentiment reflects satisfaction with both the cost and the comprehensive support provided throughout the project.
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North Miami, FL

655 NW 125th St
North Miami, FL 33168
2 - 5

(305) 2041185

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