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Top Financial Consultants in the United States

Ratings Updated: July 5, 2026

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Mindracer Consulting

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Verified

$10,000+

$200 - $300 / hr

2 - 9

New York, NY

Services provided

40% Financial Consulting

40% Sales Outsourcing

10% Business Consulting +1 service

10% Marketing Strategy

Mindracer Consulting is a Sales Outsourcing company. The team focuses on Sales Outsourcing and Financial Consulting and is based in New York, New York.
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LUCA LLC

Not yet reviewed
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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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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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
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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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 business consulting firm specializing in financial modeling, business valuation, and strategic planning. Across their reviews, 100% of clients commend their professionalism, responsiveness, and tailored solutions, while approximately 85% highlight their in-depth understanding of their clients' industries. Argona’s team is noted for creating comprehensive deliverables and effectively communicating with clients, resulting in a high level of client satisfaction and successful project outcomes.

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Reviews mention Team players
Clients consistently highlight Argona Partners as exemplary team players, demonstrating a strong commitment to collaboration and client success. One client noted their ability to understand project goals intrinsically and described them as integral to their team, emphasizing the ease of communication and responsiveness. Another client appreciated their proactive approach, stating that Argona Partners brought unique insights rather than merely catering to client demands. Overall, the sentiment is overwhelmingly positive, reflecting a deep sense of partnership and mutual respect.

Technology Consulting for Environmental Rewards Platform

5.0 Aug 14, 2020

Bringing them in-house to cover and fill gaps has been instrumental. I quickly learned what their talents and abilities were. We latched on and created a much stronger relationship that transcends a contractor getting paid for something. I look at them as an integral part of the team now.
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Industry Experience

Argona Partners has demonstrated expertise across various industries, including Media, Business Services, and Energy & Natural Resources. Clients commend their professionalism, comprehensive analysis, and tailored strategies that effectively address unique challenges. Positive feedback highlights their ability to enhance business growth, develop financial models, and create impactful marketing strategies. Overall, sentiment is highly favorable, suggesting Argona Partners is particularly well-suited for startups and companies seeking financial and marketing consulting in diverse fields.
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Media IT Services Social Networking Beauty & Cosmetics Environmental Services Consumer Products Business services Wellness & Fitness Energy & natural resources Other Industry

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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. For instance, a CEO noted that they chose Argona due to their competitive pricing and high professionalism, which facilitated a successful $50 million debt-capital deal. Another client highlighted their affordability relative to the extensive analysis provided. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness of Argona's services, with several clients expressing satisfaction and gratitude for the value received.
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United States (12) Canada (1)

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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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leadforce.info

4.6 21 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 lead generation and investor outreach company that excels in connecting clients with investors and enhancing brand awareness. Reviews reveal a mixed reception, with approximately 67% highlighting their effective project management and successful investor connections, while 33% indicate underdelivery on promises. Many clients appreciate their detailed reports, proactive support, and timely delivery, with particular praise for their high ratings and cost-effective services.

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Reviews mention Puts the customer first
The overall sentiment from clients regarding leadforce.info highlights their customer-first approach. A client noted their 'proactive approach' and emphasized they felt genuinely cared for, stating the team wanted to understand their needs and provide value to investors. The company's commitment to collaboration and support in achieving capital raise objectives was also praised, with no areas for improvement identified. This reflects a strong dedication to client satisfaction and partnership.

Funding & Investment Services for Drinks Company

5.0 Jul 23, 2025

Yes - they went above and beyond, and were supportive in us building the investment pipeline. We were able to work in collaboration vs in silos. They felt like they really wanted to know what we were doing, and how we were providing investors with value vs just looking to work with anyone and everyone.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, leadforce.info received positive feedback from clients, particularly highlighting their effective lead generation for funding. One client noted securing £250,000 from investors sourced by the team, praising their excellent project management and timely delivery. Communication was facilitated through various channels, and clients appreciated the team's responsiveness and support. Overall, the sentiment is highly favorable, with no significant areas for improvement identified.
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Average Project Cost Breakdown

Less than $10,000 (15)

What Clients Have Said
Client feedback on Leadforce.info indicates a mixed perception of value for money. While several clients appreciated the competitive pricing and reported successful outcomes, such as raising capital and generating leads, others experienced significant underdelivery relative to promises. For example, one client advised against spending money due to unmet expectations, contrasting with another who noted that their fees were well-covered by the investments generated. Overall, sentiment varies, highlighting both commendable service quality and areas of concern regarding deliverables.
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United States (10) England (4) Sweden (1) Switzerland (1)

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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 bookkeeping, accounting, and fractional CFO services, primarily using QuickBooks. Approximately 90% of reviewers highlight their strong project management and attention to detail, while 100% express satisfaction with their services, emphasizing their responsiveness and expertise. This consistent positive feedback underscores Lucrum's ability to deliver timely and effective financial management solutions.

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Reviews mention Professional
Clients consistently commend Lucrum Consulting, Inc. for their professionalism and effective communication. One client highlighted their high expectations, stating that Lucrum meets them at every assignment. They praised the clear action plans provided by the team, which facilitate setting expectations and measuring outcomes. The ongoing collaboration has yielded significant results, including successful forensic accounting that led to criminal prosecution and fund recovery. Overall, the sentiment reflects a strong endorsement of Lucrum's professional capabilities.

Financial Consulting & Forensic Acctg for Contracting Firm

5.0 Dec 9, 2021

They’re a very professional group. My expectations are high, but they meet that at every assignment. We communicate in person and follow up on each other through email.
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Financial Consulting & Forensic Acctg for Contracting Firm

5.0 Dec 9, 2021

Their communication practices are very strong. When they go into an assignment, they always convey a clear plan of action. They detail what they’re going to do and what they’re going to accomplish by the end of it.
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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, North Carolina (10) Atlanta, Georgia (1) Rock Hill, South Carolina (1) Pineville, North Carolina (1)

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Charlotte, NC

PO Box 473911
Charlotte, NC 28247
6 - 9

980-999-2100

Charlotte, NC

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

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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 a reputable accounting and financial consulting firm that offers services such as tax preparation, financial management, and business consultancy. Across the reviews, 100% of clients highlight their professionalism, integrity, and attention to detail. Many clients, approximately 75%, emphasize their reliability and tailored financial solutions, leading to improved financial outcomes and compliance with regulations.

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Reviews mention Puts the customer first
JS Morlu consistently prioritizes client needs, as evidenced by their proactive approach to problem-solving and dedication to service. One client noted that they resolve issues before discussing costs, emphasizing their commitment to client success. Another client highlighted their trustworthiness and integrity, stating that JS Morlu makes them feel like their only customer, showcasing a personalized service experience. Overall, the sentiment reflects strong client satisfaction and a focus on putting customers first.

Financial & Contact Services for Trucking Company

5.0 Jul 8, 2021

JS Morlu has rewarded me with nothing but good experience — they've helped my business thrive by maintaining it. I don't often give reviews, but their team definitely deserves positive feedback for going above and beyond to ensure that they've met my needs. I've talked to their previous clients before, and they were happy to confirm that they've received a similar top-notch quality of services over the past years. JS Morlu doesn't simply deliver services for the sake of profit — they've done extra tasks in the past without charging me, and that proves their strong dedication to help me succeed. Don't hesitate to hire their team. JS Morlu puts their clients first — they try to resolve problems even before discussing the cost.
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Finance & Accounting Services for IT & Telecom Company

5.0 Jul 6, 2021

What really keeps my relationship with them is the fact that they are trustworthy. John is a good guy — he has integrity and character, and he will always do the right thing. Their advice has kept me out of legal trouble. I’m impressed with their flexibility — they make me feel I’m their only customer. I know they have many more customers, but if there's an issue or problem, they are available right away. Sit down with John, and tell him about your goals and the areas of support you need. Ask for his input about the best type of service that his team can provide to your company. John would never advise anybody for more services that he feels they don’t need; he will be straightforward with them.
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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)

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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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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 Passionate about their work
Clients consistently highlight 2Bridges Cannabis Design's passion for the cannabis industry, emphasizing their hardworking and detail-oriented approach. One client noted their 'passion for the industry' as a standout quality, while another praised their team's extensive experience and commitment, stating it is 'hard to find' in other consulting firms. Overall, the sentiment reflects a strong appreciation for the team's dedication and expertise, contributing to successful project outcomes.

Design Consulting for Cannabis Company

5.0 Apr 19, 2023

What did you find most impressive or unique about this company? Passion for the industry.
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Business Consulting for Cannabis Manufacturer

5.0 Jan 24, 2023

The 2Bridges team has decades of design, production, and retail experience and a passion for the benefits of cannabis. This is something hard to find with other design/consulting companies that exist in this industry today. Each team member brought their own experiences and expertise to the table when something needed to be done.
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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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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 Accommodating
Clients consistently highlight Jitasa's accommodating nature, noting their flexibility and efficiency in handling requests. One client remarked on the team's willingness to remain flexible when deliverables were provided late, emphasizing their accommodating approach. Additionally, the staff's kind and thoughtful demeanor further reinforces this sentiment, showcasing their commitment to understanding and meeting client needs effectively.

Accounting Services for Circus School & Theatre Company

5.0 Dec 13, 2022

So far, there’ve been no issues when it comes to getting deliverables on time. Also, there are times when we’ve provided things late to them, but their team has always been flexible and accommodating, and efficient. For communication, we usually use email and video calls.
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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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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 Great team
Clients consistently praise Norman Professional Services for their professionalism, responsiveness, and collaborative approach. One client noted the team’s seamless execution of cloud migration with no downtime, while another highlighted their proactive suggestions for operational improvements. The overall sentiment reflects a strong appreciation for the team's ability to enhance cash flow management and deliver high-quality results, making them a trusted partner for bookkeeping and strategic services.

Bookkeeping for Consulting & Training Co

5.0 Feb 27, 2024

Norman Professional Services’ team is transparent, strives for accuracy, and sets the right project expectations. In addition, they deliver on time, within budget, and communicate well with us via Zoom and Microsoft Teams. Their whole team is very professional, responsive, and collaborative.
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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, financial services, non-profit, and technology. Client feedback highlights their strengths in bookkeeping, financial reporting, and operational improvements, particularly in enhancing cash flow management and reporting accuracy. Overall, they are well-regarded for their professionalism, responsiveness, and strategic insights, making them a suitable partner for organizations in need of financial management and consulting, especially in service-oriented sectors.
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Business services Non-profit Software Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently express satisfaction with Norman Professional Services' value for money, highlighting their professionalism and effective communication. One client noted that their investment of $170,000–$200,000 resulted in significant operational improvements, such as a 20% increase in cash on hand. Another client emphasized the cost-effectiveness of their services, stating they provide good value for the cost and align well with company values. Overall, feedback indicates a strong sentiment of appreciation for the quality of service relative to the investment.
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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 Collaborative
The overall sentiment regarding collaboration with Integrated Insight is highly positive. Clients have praised their ability to work effectively with internal teams, noting 'excellent collaborative work' and 'better collaboration' throughout the project. One client highlighted the firm's 'intellectual capacity and partnering style,' emphasizing the seamless integration of their senior leaders with the client's team. This strong collaborative approach has been instrumental in delivering valuable insights and supporting brand development efforts.

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. Could not have asked for better collaboration.
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Industry Experience

Integrated Insight has demonstrated strong expertise in the manufacturing, hospitality & leisure, and real estate industries. Clients in manufacturing noted a 20% increase in net income through strategic research and route optimization. In hospitality, they effectively reversed declining demand through tailored segmentation research. Real estate projects benefited from in-depth market assessments that bolstered public approval for major developments. Overall, feedback highlights their collaborative approach, industry knowledge, and ability to drive significant value across these sectors.
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Real estate Manufacturing Hospitality & leisure

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Integrated Insight's strong value for money, noting their ability to deliver high-quality, customized research and strategic insights. One client emphasized that they provided the best proposal for the most value during an RFP process. Another client praised the team's extensive experience and collaborative approach, stating it was an extraordinary value opportunity. Overall sentiment reflects satisfaction with the company's pricing relative to the depth of service provided, with no reported areas for improvement.
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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 Efficient
Clients have consistently highlighted RemSource's efficiency, noting their ability to deliver quality work swiftly and productively. One client reported a significant reduction in employee stress and a monthly savings of $5,000, attributing these benefits to RemSource's effective service. The overall sentiment reflects a strong appreciation for their efficiency, with one client stating it directly contributes to both companies' positive outcomes, and no areas for improvement were identified.

Virtual Assistant for Telecommunications Company

5.0 Aug 12, 2017

Because they are so efficient, they also increase our productivity, therefore both our companies have positive outcomes. Efficiency is noted as one of their strengths, which contributes significantly to the success of our collaboration.
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Industry Experience

RemSource has received positive feedback across various industries, including Automotive, Telecommunications, and Advertising & Marketing. Clients note their expertise in providing efficient customer support and back office services, leading to increased productivity and improved client interactions. In the Automotive sector, they enhanced prospect engagement and close rates. In Telecommunications, their efficiency saved significant costs, while in Advertising & Marketing, they enabled agencies to focus on creative work by managing administrative tasks effectively. Overall, their strengths include reliability, exceptional customer service, and adaptability.
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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 express a positive sentiment regarding RemSource's cost and value for money. One client noted a significant saving of $5,000 per month, attributing this to the efficiency of their services. Another client initially hesitated due to perceived high costs but later recognized the outstanding service quality justifying the investment. Overall, clients appreciate the balance of affordability and high-quality service, with many recommending RemSource for its reliability and professionalism.
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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 bookkeeping and accounting services company, offering reliable and comprehensive financial management support to businesses. According to client feedback, 100% of reviewers commend their trustworthy service and effective project management, with particular praise for their accuracy and seamless integration with clients' systems. Both respondents highlight the ease and reliability of working with their dedicated bookkeepers.

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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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Sensiba LLP

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

San Ramon, CA

Services provided

10% Financial Consulting

25% Accounting

20% Cybersecurity +4 services

15% Finance & Accounting Outsourcing (FAO)

10% Business Consulting

10% Compliance Consulting

10% Financial Advising & Planning

Sensiba LLP is a finance consultancy firm specializing in financial consulting services, particularly SOC and ISO audits. Their outstanding professionalism, deep expertise, and commitment have repeatedly been praised, with 100% of reviewers noting their thoroughness and responsiveness. The firm's culture fit and value for cost are consistently highlighted as reasons for selection.

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2 of 2 Financial Consulting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Compliance Consulting for Payroll Software Company
5.0 — Sensiba LLP provided compliance consulting services for a payroll software company. The team conducted SOC 2 Type 2 and SOC 1 Type 2 audits and created reports. Read more
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Industry Experience

Sensiba LLP has demonstrated extensive expertise in various sectors, including Information Technology, Financial Services, and Telecommunications. Feedback highlights their strengths in managing compliance audits for SOC 1, SOC 2, and ISO 27001, showcasing professionalism and effective communication. Clients consistently noted their thoroughness, timely deliveries, and the ability to align with company values. Overall sentiment is positive across industries, indicating Sensiba LLP's strong capability as a partner for compliance and security projects.
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Consulting Other Industry Human Resources IT Services Information technology Advertising & marketing Telecommunications Software Financial services

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More responsive than most other service providers

Sensiba LLP 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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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 a video production company specializing in high-quality animated explainer videos. The company is praised for its creativity, responsiveness, and efficient project management, with clients highlighting their ability to translate complex ideas into engaging visual content. With 100% positive feedback across reviews, Pixories Inc is noted for its affordability and exceptional client service, consistently meeting tight deadlines and delivering excellent results.

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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 science consulting firm specializing in leveraging data for meaningful insights and developing AI software models. Approximately 100% of reviewers highlighted their reliability and professional communication, although 50% noted opportunities for improved clarity with non-technical stakeholders. Their project management is efficient and responsive, making them a trustworthy choice for businesses seeking data-driven solutions.

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Reviews mention Timely
Clients have consistently praised Life Elixir for their timely communication and responsiveness throughout projects. One client highlighted their ability to turn assignments around quickly, contrasting it with past experiences of delayed responses. The collaborative tools used, such as Skype and Slack, facilitated daily communication, allowing for efficient project management. Overall, the sentiment reflects a strong appreciation for Life Elixir's promptness and reliability in delivering results.

AI Model & Dev for Medical Device Distributor

5.0 Jan 27, 2020

We collaborated via Skype or Slack and communicated via Skype or Slack daily. For project management, we used Redmine or JIRA. Life Elixir was fast, turning assignments around quickly. Their team was responsive. In the past, I’ve worked with people who wouldn’t respond for three days, which is useless in this day and age.
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Industry Experience

Life Elixir has demonstrated expertise in the healthcare, biopharmaceuticals, and data science sectors, providing valuable solutions for clients needing data analysis and modeling. Feedback highlights their responsiveness, reliability, and strong communication skills, particularly in project management. Clients commend their ability to transform complex data into actionable insights, although there is room for improved communication with non-technical stakeholders. Overall, they are well-suited for projects in healthcare, cold chain logistics, and automation domains.
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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 cost-effective, with one client noting a $1,000 investment for reliable, functional work that contributed significantly to their project. Another client emphasized the owner's reliability and professionalism, indicating that they can depend on Life Elixir to deliver on promises. Overall, the sentiment reflects positive experiences regarding value for money, with clients appreciating the quality of work relative to the costs involved.
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CX Collective

5.0 13 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 consultancy specializing in the implementation and optimization of Zendesk platforms, providing tailored solutions for efficient CX strategies. Reviews indicate a 100% positive feedback rate, highlighting their professionalism, expertise in CX, and ability to deliver scalable, automated solutions. Approximately 60% of reviewers praise their prompt communication and seamless project management.

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Reviews mention Great project management
Clients have expressed high satisfaction with The Workforce Pro's project management, noting their effective planning and communication throughout the project. One client highlighted the team's responsiveness and commitment, stating that they effectively managed timelines and kept stakeholders informed of any delays. The Workforce Pro's dedication was further exemplified when they continued to troubleshoot issues post-implementation, demonstrating a strong client-focused approach. Overall, feedback indicates a solid performance in managing projects and maintaining client relationships.

Custom Software Development for Healthcare Company

5.0 Oct 4, 2021

It was great. They planned out the timelines, so we knew when to expect certain items or the turnaround time. If there were any delays, they communicated them to us. We never had to guess the status of the project, and we could always find out quickly.
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Industry Experience

CX Collective has demonstrated strong expertise in various industries, including Retail, Healthcare, and Consumer Products. Feedback highlights their effectiveness in implementing customer support systems like Zendesk, streamlining operations, and enhancing customer experiences. Clients commend their professionalism, responsiveness, and ability to deliver tailored solutions, particularly in optimizing workflows and training staff. Overall sentiment across industries is highly positive, suggesting a strong fit for organizations seeking improved customer experience strategies.
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Consumer Products Nonprofit Beauty & Cosmetics Software Retail Healthcare

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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 praised the company's value for money, noting that their pricing aligned well with project budgets. One client highlighted, 'pricing fit our budget' while another stated, 'their prices were very fair,' reflecting a positive sentiment towards cost-effectiveness. Additionally, multiple reviews indicated satisfaction with the quality of work received for the investment made, reinforcing the overall perception of good value provided by the company.
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United States (12) Canada (1)

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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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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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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 process optimization. With 100% positive feedback, clients commend their ability to transform companies into efficient, paperless entities using various software solutions. Reviewers consistently highlight their future-focused approach, patience, and commitment to delivering a substantial return on investment.

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Industry Experience

A Bigger Bottom Line, LLC has demonstrated strong expertise in the construction and advertising industries, facilitating cloud integrations and process optimizations for their clients. Feedback highlights their innovative approach and commitment to detail, allowing businesses to streamline operations significantly. Clients commend their forward-thinking solutions, resulting in increased efficiency and reduced reliance on traditional systems. Overall sentiment is highly positive, suggesting this provider is particularly well-suited for companies seeking modernization and integration in their operational processes.
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Construction

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express a strong sentiment that A Bigger Bottom Line, LLC offers exceptional value for money. One client noted, "You get a lot more than you pay for," highlighting their forward-thinking approach and integration of advanced technologies. The monthly investment of approximately $1,900 USD is viewed as worthwhile, with clients appreciating the company's commitment and detailed communication. Overall, feedback suggests that the firm's services significantly enhance operational efficiency, justifying their pricing.
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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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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, tax assistance, and financial controls advisory. The reviews highlight their exceptional communication and responsiveness, with prompt replies often within the same day. Their expertise in tax matters stands out, with 100% of reviews acknowledging their valuable insights and proactive approach. Some clients noted the necessity of considering costs when engaging with them.

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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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Vertex Accounting

4.9 4 reviews

$1,000+

$300+ / hr

10 - 49

St. Petersburg, FL

Services provided

50% Financial Consulting

50% Business Consulting

Vertex Business Plans is a company specializing in developing business and financial models. The reviews indicate that 100% of clients found their pricing to be budget-friendly and appreciated the quality of their deliverables. While they delivered projects on time, 100% of reviewers noted room for improvement in communication. Overall, clients were impressed with their ability to meet expectations.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, Vertex Accounting has received positive feedback for their financial modeling services, with clients highlighting their good value and timely delivery. A Business Development Executive from ATL Energy noted that Vertex met expectations with their financial model, although they suggested improvements in communication. Overall, the sentiment is favorable, indicating that Vertex is a reliable partner for financial planning projects.
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Industry Experience

Vertex Business Plans has demonstrated expertise in the Energy & Natural Resources sector, particularly in developing business and financial models for solar energy projects. Clients appreciate their budget-friendly pricing and the value delivered, highlighting timely project completion. Overall sentiment in this sector is positive, with feedback indicating satisfaction with outcomes and project management, though there is room for improvement in communication.
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What Clients Have Said
Clients generally view Vertex Business Plans as offering good value for their services, with one reviewer noting that their pricing fit within budget and provided good value for cost. The company successfully developed a financial model that met the client's expectations, though there was a request for additional time for revisions. Overall, the sentiment reflects a positive assessment of the company's cost-effectiveness and deliverables.
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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 business processes and automated systems, with a focus on enhancing organizational efficiency and customer service. Across various projects, reviewers consistently highlight the company's thorough understanding of client needs and effective delivery of tailored solutions. Approximately 100% of the feedback emphasizes their comprehensive analysis and client-focused approach. They maintain high satisfaction rates with notable impacts on operational efficiency and cost reduction.

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Reviews mention Easy to reach
Clients commend Elite Software Automation for their exceptional accessibility and responsiveness throughout the project. One client noted, 'Mykola, the owner, is always available for discussions,' ensuring effective communication. Another highlighted the team's proactive approach in addressing urgent issues quickly, stating, 'They provided temporary solutions within weeks.' Overall, the sentiment reflects a strong appreciation for the company's commitment to being easy to reach and responsive, significantly enhancing client service and satisfaction.

Business Operations Automation for Healthcare Platform & Clinic

5.0 Apr 26, 2022

When they were gathering information for the analysis, they had a lot of conversations with me and my team members, and while it took time investment both from me and my teams to give them all the information they needed, I think it has proven to be worth it. Also, their team moved the process along efficiently and they kept me involved and updated throughout. Additionally, they’re very fair — other providers nickel and dime clients with every little change, but Elite Software Automation makes sure everything related to the business operations in scope is included up front and if they do miss something they take full responsibility for it.
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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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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 Personable
The feedback regarding the sentiment of 'Personable' highlights the exceptional approach of Fiscal Advocate, Inc. Clients appreciate the team's deep understanding of business finance, coupled with their empathetic and jargon-free communication style. One client specifically noted that the team's personable nature makes them feel like a true partner rather than just a vendor. Overall, the sentiment surrounding their approach is overwhelmingly positive, emphasizing their ability to connect meaningfully with clients.

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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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 financial advisory and business consulting firm that offers a range of services, including financial planning, business strategy, and web development. Reviews indicate strong positive feedback, with 100% of clients praising their professionalism, timeliness, and personalized approach. Most notably, 80% of reviewers highlight the company's ability to deliver tailored solutions that significantly impact business growth and operational efficiency.

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Reviews mention Exceptional results
Clients have consistently praised WorldWide Local Connect Inc. for delivering exceptional results. One client noted a significant increase in foot traffic and to-go orders, highlighting that customers discovered the diner through the newly designed website. The quality of the work was described as 'exceptional,' with particular commendation for the effective communication and support provided throughout the project. Overall, clients express high satisfaction with the outcomes and the professionalism of the team.

Web Development for Restaurant

5.0 Jan 21, 2022

The website has generated a lot more foot traffic and to-go orders. Customers have said 'we found your diner online through your website.' For the to-go menus, we ordered 500 menus and went through them in only a few months. The quality of his work is exceptional! I was pleased with all of the projects Hans has done with me.
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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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More responsive than most other service providers

WorldWide Local Connect Inc. 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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Maynard, Massachusetts (2) Burlington, Massachusetts (1) Gloucester, Massachusetts (1) Salem, Massachusetts (1) Westwood, Massachusetts (1)

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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 spaces, meeting rooms, and entrepreneurial support to small businesses. Reviewers highlight the positive atmosphere, with 100% emphasizing the supportive community and beneficial networking opportunities. Clients report increased business growth, with one noting a 300%–400% potential increase in web traffic due to their services.

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Reviews mention Communicative
Clients have praised University CoWork for its exceptional communication, highlighting the effectiveness of interactions with the team. One client noted the outstanding onboarding experience provided by a customer support specialist, which facilitated a smooth transition. Additionally, regular follow-up communication via email and Zoom calls with David Lubin was acknowledged as a significant factor in fostering a productive relationship. Overall, the sentiment regarding communication is overwhelmingly positive, with no areas for improvement identified.

Office Space & Consultation for Marketing Agency

5.0 Feb 9, 2021

It has been extremely effective communicating and working with University CoWork. They truly care about your business's success.
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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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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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Industry Experience

VeriFee has proven expertise in the automotive industry, specifically in optimizing credit card processing fees for dealerships. Clients commend their transparent approach, effective negotiation skills, and ongoing support in monitoring fee structures. The overall sentiment is highly positive, highlighting their capacity to deliver substantial savings while maintaining vendor relationships. Potential clients in the automotive sector seeking to improve cost efficiency and simplify payment processing may find VeriFee to be an excellent fit.
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Automotive

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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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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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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 financial analysis. Clients commend their effective use of technology and data analytics, with 100% of reviews noting impressive project management and timely delivery of services. Their ability to compile data from multiple sources into actionable insights has been widely appreciated by all clients.

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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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Industry Experience

Acclarity has demonstrated expertise in the Financial Services and Healthcare industries, providing valuable services such as KPI dashboard creation, interim accounting support, and financial consulting. Clients praised their responsiveness, competence in data analytics, and ability to deliver meaningful insights that enhance decision-making. Overall, feedback indicates strong performance and impact, particularly in supporting operational improvements and strategic resource alignment, making them a suitable partner for companies in these sectors.
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Healthcare

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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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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 professional accounting firm offering a comprehensive array of services including bookkeeping, tax preparation, financial planning, and business consulting. With consistent praise from clients, 100% of reviews highlight their expertise and responsiveness, and they are commended for being reliable and proactive partners in financial management. Notably, no reviewer mentioned areas for improvement, indicating a high level of client satisfaction with their services.

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Reviews mention Results-oriented
Spear CPA CFP demonstrates a strong results-oriented approach, as highlighted by a long-term client who praised their efficiency and accessibility. The client noted, 'You’ll become more efficient just by working with them,' emphasizing the firm's commitment to improving business processes. Additionally, the client expressed complete satisfaction, stating there are 'no issues on their end' and commending their professionalism and competence. Overall, the sentiment is highly positive, reinforcing Spear CPA CFP's effectiveness in delivering valuable financial solutions.

Tax and Financial Services for Law Firm

5.0 Dec 12, 2022

Spear CPA CFP is always on the cutting edge of making their business run smoother and easier for their clients. They understood our industry and what I needed when we first started together, and it’s never felt like I’ve needed to explain anything to them. You should work with them because they’re excellent and very results-oriented. You’ll become more efficient just by working with them, and you’ll be able to step into the 21st century with technology and access everything faster.
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Industry Experience

Spear CPA CFP has demonstrated expertise across various industries including manufacturing, legal, advertising & marketing, financial services, and business services. Clients consistently commend their responsiveness, professional guidance, and ability to streamline financial processes. Overall sentiment is highly favorable, highlighting strengths in tax planning, project management, and personalized service. Businesses within manufacturing and legal sectors particularly appreciate their meticulousness and proactive approach, making Spear CPA CFP a suitable choice for clients seeking dedicated accounting services.
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Advertising & marketing Financial services Business services Manufacturing Consumer Products Legal Construction

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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 commend Spear CPA CFP for their exceptional value and cost-effectiveness. One client noted an investment of approximately $100,000 since 2015, highlighting significant time savings and accurate execution of services. Another client, spending $12,000–$15,000 annually, expressed satisfaction with their responsiveness and professionalism. Overall, the sentiment reflects that clients perceive their fees as justified by the quality of service, with many stating that the investment has been 'worth the money' and has resulted in substantial financial benefits.
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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)

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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 firm that excels in creating clear, actionable strategic plans and offering comprehensive marketing support. Reviews highlight their ability to mediate discussions and consolidate diverse ideas into concise plans, with 100% of feedback being positive regarding their efficiency and creativity. Clients appreciate their proactive approach and timely delivery of projects.

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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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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 initiatives. They have been praised for their strategic expertise, effective communication, and seamless team integration, which is highlighted by 100% positive feedback from their clients. Approximately 50% of reviewers commend their big-picture perspective and adaptability to project needs. A noted area for improvement is the addition of Spanish language capabilities for international engagements.

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Reviews mention Trustworthy
The overall sentiment regarding Council Fire is highly positive, particularly in terms of trustworthiness. Clients noted their team as approachable, organized, and excellent communicators, with one client stating, "We trusted them and their advice." Their ability to integrate with client teams and provide valuable mentorship further enhances their reputation for reliability and integrity in consulting services.

Strategy & Consulting for Environmental Nonprofit

4.0 Apr 8, 2020

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. George is also very approachable and has a holistic vision that he brings to every project.
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Industry Experience

Council Fire has demonstrated expertise primarily in the Environmental Services and Sustainability sectors, receiving positive feedback for their strategic consulting and project management capabilities. Clients in these industries praised their holistic approach, effective communication, and mentorship, particularly in enhancing strategies for fisheries and environmental nonprofits. Overall sentiment is highly favorable, indicating a strong fit for organizations seeking comprehensive, strategic support in sustainability-related projects.
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Environmental Services Nonprofit

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have consistently highlighted Council Fire's value for money, with investments ranging from $40,000 to $60,000 for comprehensive consulting services. One client noted the positive impact of their mentorship and strategic guidance, emphasizing the team's experience and communication skills. Another client appreciated the thoroughness of their project management and the holistic approach they bring. Overall, feedback indicates a strong sentiment of satisfaction regarding the cost relative to the quality of service provided.
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Chile (1) United States (1)

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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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Reviews mention Easy to work with
Clients express a highly positive sentiment regarding the ease of collaboration with Key People. One client noted their 'pleasure' in working with 'professional developers,' highlighting the company's adaptability to client needs. The recruitment process was described as efficient, with consistent support throughout, including bi-weekly calls to ensure alignment. Overall, reviewers appreciate the effective communication and dedicated service provided by Key People, reinforcing their reputation as a reliable partner.

Human Resources Services for Software Development Company

5.0 Jan 16, 2023

They can find the way to every customer. They were a pleasure to work with such professional developers.
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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)

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Brainy Advisors

5.0 4 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 professional accounting and bookkeeping service provider, offering expertise in financial reporting, margin calculations, and payroll management. Clients praise their punctuality, accuracy, and professionalism, with 100% positive feedback highlighting their timely deliveries and valuable communication. Approximately 80% of reviewers emphasize the excellent value for cost, and no areas for improvement were identified.

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Reviews mention Communicative
The feedback regarding Brainy Advisors highlights their strong communicative skills, with clients noting the responsiveness of their team, particularly Pat, who promptly addressed questions and concerns. One client emphasized that the project was completed a week ahead of schedule, showcasing effective communication and project management. Overall, clients expressed satisfaction with Brainy Advisors as professional, great communicators, and experts in their field, indicating a positive sentiment towards their communicative approach.

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. 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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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent feedback on Brainy Advisors highlights their professionalism, accuracy, and timely delivery of financial reports, including profit/loss statements and balance sheets. One client, an architect, praised their ability to maintain detailed accounting records and provide valuable insights into project performance. The client emphasized the team's responsiveness and proactive communication, recommending Brainy Advisors for accounting and bookkeeping services. Overall, sentiment is highly positive, with no suggested areas for improvement.
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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Clients consistently highlight Brainy Advisors' competitive pricing and exceptional value for money. For instance, one client noted that they would have spent double with another firm, emphasizing Brainy's professionalism and timely delivery. Another client appreciated the alignment of pricing with their budget while receiving excellent service. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of the services provided.
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Houston, Texas (1) San Luis Obispo, California (1) Seattle, Washington (1)

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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 versatile branding and graphic design company that excels in helping organizations redefine their brand identity through comprehensive design and strategic approaches. The feedback from clients across multiple industries is overwhelmingly positive, with approximately 90% of reviews highlighting their professionalism, project management, and ability to deliver impactful design solutions. Clients particularly appreciate Illustria's personalized approach and attention to detail, although some noted that graphic design costs can be a consideration. Overall, Illustria is highly regarded for its expertise in transforming brand narratives effectively.

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Reviews mention Communicative
Clients consistently praised Illustria for their exceptional communication skills. One client noted, "They are great at communicating and are willing to have a call or video chat at any time to discuss any concerns or potential confusion." Another highlighted their responsiveness and clarity regarding deadlines, stating they are "very clear about their deadlines and what they need from me." Overall, the sentiment reflects a strong appreciation for Illustria's communicative approach, contributing positively to the project experience.

Email Marketing Redesign for Data Security Firm

5.0 May 12, 2016

It has been exceptionally easy to work with Illustria. They are very clear about their deadlines and what they need from me. They are great at communicating and are willing to have a call or video chat at any time to discuss any concerns or potential confusion. They have been very responsive and flexible as far as how they help me understand what they're working on.
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Marketing Team Augmentation for Shipping Brokerage

4.0 Dec 10, 2015

I would say that Illustria is very responsive. They really do take the time to understand the needs. They ask great questions when things aren't clarified. I get emails back that say “Hey, we've got this; we'll get you an estimate.” They give me updates throughout the project to let me know where it is, and when I can expect the next round. It's actually very rare that I need to pick up the phone and talk to them, which I think is actually a testament to how well they communicate and how well they manage the workflow.
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Industry Experience

Illustria demonstrates strong expertise across various industries, including marketing, legal, hospitality, and IT services. Clients appreciate their organized project management, attention to detail, and effective communication. Notably, in the marketing sector, they significantly enhance branding and customer engagement. The legal field values their ability to create impactful visuals, while clients in hospitality commend their creative marketing strategies. Overall sentiment reflects satisfaction and confidence in Illustria's ability to drive brand growth and clarity across diverse sectors.
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Nonprofit Construction Hospitality & leisure IT Services Legal Advertising & marketing Transportation Other Industry

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Average Project Cost Breakdown

$10,000 to $49,000 (3) Less than $10,000 (1)

What Clients Have Said
Clients generally perceive Illustria's services as providing good value for money, with many noting the effectiveness of their branding and design solutions. One client mentioned investing less than $20,000 and receiving a comprehensive branding package that exceeded expectations. Another highlighted that despite concerns about costs, Illustria consistently met or exceeded their expectations in quality and service. Overall, clients appreciate the balance between quality and cost, indicating satisfaction with their investment.
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Washington, District of Columbia (3) Chicago, Illinois (1) San Francisco, California (1) Denver, Colorado (1) Erie, Pennsylvania (1)

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Sertexity

4.7 9 reviews

$25,000+

$25 - $49 / hr

50 - 249

Middletown, DE

Services provided

25% Financial Consulting

30% Insurance Services & Brokers

20% Business Valuation Services +2 services

15% Digital Asset Management

10% Funding & Investment

Sertexity is a versatile digital solutions company that specializes in website development, digital marketing, and automated trading platforms. The company has received overwhelmingly positive feedback, with clients praising their technical expertise, efficient project management, and responsive customer support. Notably, 75% of reviewers highlighted Sertexity's ability to deliver tailored solutions that align with client objectives and budgets.

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Reviews mention Efficient
Clients have consistently praised Sertexity for their efficiency and responsiveness. One client highlighted that their project management was 'efficient and concise,' with prompt responses to inquiries within 5-10 minutes, which was crucial for trading decisions. Additionally, the reduced execution latency and uninterrupted platform connectivity further demonstrate their effective service delivery. Overall, the sentiment reflects a strong appreciation for Sertexity's commitment to timely and attentive customer support.

Data Infrastructure & Analytics Setup for Tech Company

4.5 Jun 10, 2026

"Their project management was efficient and concise. Although they were quite on schedule during their implementation phase based on our discussion, the thing that really impressed me was how responsive they have been all throughout. In cases where there were technical questions that arose about my trading system, they responded instantly. They were very attentive to their customers' needs."
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3 of 4 reviews are 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 4 times in the past 6 months
In the past six months, Sertexity has received positive feedback for their efficient project management and responsive customer support. Clients praised their ability to deliver high-quality solutions, such as website redesigns and automated trading platforms, which resulted in improved user engagement and streamlined operations. Notably, one client highlighted the swift response times during critical trading inquiries, which boosted their confidence in Sertexity's services. Areas for potential improvement include enhancing reporting features and providing more frequent performance updates.
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Average Project Cost Breakdown

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

What Clients Have Said
Clients appreciate Sertexity's pricing as fitting within their budgets, often highlighting it as a significant factor in their selection. One client specifically noted the 'good value for cost' and another mentioned that the pricing matched their budget. Overall, feedback indicates a strong sentiment of satisfaction regarding the company's cost-effectiveness, with the services provided delivering substantial value relative to their investment.
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India (1) United States (1)

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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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Reviews mention Accommodating
Clients consistently highlight Mighty Financial's accommodating nature, noting their responsiveness and flexibility in meeting project timelines and requirements. One client remarked on their ability to adapt to evolving project scopes and their willingness to align with client needs, stating they were 'very responsive and accommodating of our timeframe.' This positive sentiment reflects a strong commitment to client satisfaction and effective collaboration.

Financial Consulting & Fractional CFO Services for IT Co

5.0 May 12, 2025

Very responsive and accommodating of our timeframe; delivered against the timeline we required. Mighty Financial was very flexible in how we worked together (project, timeline, budget), and great expertise. Andy also helped me hire a full-time team member (our first finance & accounting FTE) to take over their project, very grateful for that.
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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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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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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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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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Reviews mention Knowledgeable
Clients frequently commend Imperial Advisory, CFOs for their extensive industry knowledge and professionalism. One reviewer noted their impressive ability to conduct needs analysis effectively, while another highlighted their exceptional quality of work and responsiveness throughout the project. The overall sentiment reflects a strong confidence in their expertise, with no reported areas for improvement.

Business Consulting for Executive Search Firm

4.5 Oct 14, 2023

We're impressed with their professionalism, high-quality work, and extensive industry knowledge.
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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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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 notable expertise in the Research industry, particularly in product development research for applications. Feedback highlights their effective data collection methods and strong communication throughout projects. Clients have praised their ability to meet deadlines and deliver critical insights that drive development. Overall sentiment in the Research sector is highly positive, indicating that Innerplum is a strong candidate for companies seeking research support and user behavior analysis.
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Research

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have noted that Innerplum Consulting offers favorable terms and exceptional value for money, as highlighted by one senior research associate who selected them based on their competitive pricing. The project was completed on time, with critical data provided, further emphasizing the company's cost-effectiveness. Overall, clients express high satisfaction with the value received relative to the investment made.
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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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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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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 and bookkeeping firm providing comprehensive financial services such as tax optimization, bookkeeping, and business structuring. With 100% positive feedback, clients praise their expertise and timely communication, attributing significant tax savings, such as $30,000 in one year, to their strategic guidance.

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Industry Experience

Greyson Tax Consulting has demonstrated expertise primarily in the real estate industry, providing comprehensive tax and bookkeeping services that streamline financial processes and enhance business performance. Clients have reported significant financial savings, notably around $30,000 in taxes, due to their effective strategies and timely communication. The positive sentiment reflects their ability to support growth in real estate operations, making them a suitable partner for businesses seeking reliable financial consulting.
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Real estate

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Average Project Cost Breakdown

What Clients Have Said
Clients have consistently praised Greyson Tax Consulting for their exceptional value for money, with one client reporting a savings of $30,000 in taxes, showcasing a significant return on investment. The firm's ability to manage complex financial tasks efficiently and provide timely communication further enhances their perceived value. Overall, clients feel that the cost of services is justified by the substantial financial benefits received, leading to a high level of satisfaction.
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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 in the Real Estate and Consumer Products industries. In Real Estate, they effectively enhanced branding and digital presence, resulting in increased website traffic by 17% and call inquiries by 20%. In the Consumer Products sector, their web development services led to a 67% increase in sales for a bakery. Overall, clients appreciate their comprehensive approach, effective communication, and ability to deliver tailored solutions, making them a strong candidate for projects in these industries.
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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 consistently highlight The Social Cafe's exceptional value for money, noting that their services exceed expectations. One client praised their detailed pricing options and transparency during the onboarding process, which facilitated a smooth project execution. Another client reported a significant 67% increase in sales following the implementation of a new website, attributing this success to the effective strategies and tools provided. Overall, feedback indicates that clients feel they receive substantial benefits relative to the costs involved.
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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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Reviews mention Transparent
The feedback regarding transparency from clients highlights a strong sentiment of satisfaction. One client noted the integrity and objectivity of Jim from Turner Business Appraisers, emphasizing that his transparency instilled confidence in the fairness and accuracy of the valuation. The communication throughout the process was described as excellent, with consistent updates via various channels. Overall, clients expressed complete satisfaction, indicating that the transparent approach significantly contributed to their positive experience.

Business Valuation Services for Sports Lighting Company

5.0 Oct 5, 2025

What stood out to me was their integrity. Jim was completely objective and transparent, which gave me the confidence that the valuation was fair and accurate. They offered insights into what drives my company's value and suggestions on how to improve it.
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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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