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Top Financial Consultants in the United States

Ratings Updated: October 16, 2026

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Mindracer Consulting

Not yet reviewed

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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CFO Worx

5.0 1 review

Verified

$1,000+

$100 - $149 / hr

10 - 49

Tampa, FL

Services provided

15% Financial Consulting

40% Fractional CFO Services

20% Finance & Accounting Outsourcing (FAO) +2 services

15% Accounting

10% Business Consulting

CFO Worx is a fractional CFO and M&A advisory firm providing strategic financial leadership to mid-market private companies. We partner with businesses generating $4M to $80M+ in revenue to
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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 strategic consulting firm specializing in financial modeling, business strategy, and investor relations. Reviews highlight their professionalism, comprehensive deliverables, and client-centric approach, with 100% of clients expressing satisfaction and a focus on their solution-oriented methodology. The company's expertise in investor pitch development and business growth strategies is frequently praised, with 80% of reviews emphasizing their effective communication and responsiveness.

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Reviews mention Professional
Argona Partners has received high praise for their professionalism and thorough analysis in their client engagements. A client noted the impressive quality of the reports generated, which included valuable leads, and highlighted the effective workflow between teams. Overall, the sentiment reflects a strong endorsement of Argona Partners' professional approach, with no areas for improvement identified by the client.

Market Research for Green Engineering Company

5.0 Nov 22, 2019

The professionalism and thorough analysis of the company were impressive. These qualities were evident in their approach to the project, ensuring that all aspects were covered comprehensively. Their commitment to maintaining high standards in their work was noticeable throughout the engagement.
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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 Well-organized projects
Clients have consistently praised Gaussian Consulting for their well-organized project management. One CEO highlighted the company's structured approach, stating that Gaussian provided 'a lot of structure and logic' often lacking in product strategy. The effective collaboration between teams was also noted, with feedback indicating a smooth workflow and positive outcomes, as evidenced by the profitable products chosen through their guidance.

Strategy Consulting for Design Studio Startup

5.0 Aug 26, 2022

There was a lot of structure and logic, which is usually missing from product/portfolio strategy (even though everyone thinks they're 'data-driven').
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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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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 services company specializing in accounting, bookkeeping, and fractional CFO services. Reviews indicate a consistent record of delivering tasks under budget and ahead of schedule, with 100% positive feedback highlighting their expertise in QuickBooks and responsiveness. Approximately 70% of reviewers commend their attention to detail and strong understanding of business needs.

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Reviews mention Professional
Clients consistently describe Lucrum Consulting, Inc. as a highly professional organization. One client noted their exceptional communication practices, highlighting their ability to convey clear plans of action and meet high expectations. The company's professionalism was evident in their successful provision of temporary CFO services and forensic accounting, which significantly aided the client's business. Overall, feedback indicates a strong sentiment of professionalism, with no suggested areas for improvement.

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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Industry Experience

Lucrum Consulting, Inc. has demonstrated strong expertise across various industries, including real estate, financial services, manufacturing, and nonprofit sectors. Clients commend their responsiveness, attention to detail, and ability to provide tailored accounting solutions. Overall sentiment is positive, with clients highlighting their capacity to enhance financial understanding, improve bookkeeping processes, and contribute to business growth. Their flexibility and proactive communication across diverse projects make them a valuable partner for firms seeking accounting and CFO services.
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IT Services Design Construction Other Industry Financial services Manufacturing Arts, entertainment & music Real estate

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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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leadforce.info

4.7 22 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

35% Financial Consulting

45% Funding & Investment

15% Financial Advising & Planning +1 service

5% Other Marketing

leadforce.info is a company specializing in lead generation and investor outreach services. Overall, their feedback is predominantly positive, with approximately 87% of reviewers highlighting their effective project management, timely delivery, and valuable outcomes such as increased investor connections and secured investments. However, one review indicated dissatisfaction with deliverables. Clients frequently commend leadforce.info's communication and cost-effective pricing.

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2 of 2 reviews are 5 stars

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
leadforce.info has received positive feedback in recent client reviews, highlighting its effectiveness in sourcing investors and managing outreach. One client reported securing £250,000 from leads provided by leadforce.info, while another achieved a 25X return on investment through booked meetings facilitated by the team. Clients praised leadforce.info for excellent project management, clear communication, and timely delivery, with no noted areas for improvement.
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Industry Experience

leadforce.info has demonstrated expertise primarily in industries such as Information Technology, Food & Beverage, Supply Chain, and eCommerce. Feedback highlights strengths in lead generation, investor outreach, and effective communication, with overall positive sentiment in the IT and Food & Beverage sectors. While some clients reported underperformance in meeting setup, most reviews praised leadforce.info for their professionalism and project management, indicating they are well-suited for businesses seeking investment and growth opportunities across diverse sectors.
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eCommerce Consumer Products Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Healthcare Manufacturing IT Services Information technology

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Average Project Cost Breakdown

Less than $10,000 (16)

What Clients Have Said
leadforce.info has received mixed feedback regarding its overall cost and value for money. Many clients praised its pricing as fitting their budget and providing good value, with one noting a 25X return on investment. However, some clients expressed dissatisfaction, stating that leadforce.info underdelivered on promises, particularly in arranging investor meetings. Overall, while several clients found the service effective and economical, others warned against investing due to unmet expectations.
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United States (10) England (5) Sweden (1) Switzerland (1)

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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 Professional
Clients have consistently praised JS Morlu for their professionalism and reliability. One client noted their 'amazing job' during a software transition, highlighting their thorough setup and training. Another emphasized their professionalism, friendliness, and effective communication, stating that JS Morlu kept them informed throughout the engagement. Overall, the sentiment reflects a strong appreciation for their professional demeanor and the quality of services provided.

Accounting Services for Residential Support Services

5.0 Jul 13, 2021

They are very professional, friendly, get work done correctly, and always kept us informed.
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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 primarily in the legal industry, where they effectively enhanced a solo attorney's online presence through website development and targeted digital marketing strategies. Feedback highlights their ability to deliver significant improvements in organic search results and PPC ROI, emphasizing strong communication and collaboration throughout the project. Overall sentiment within the legal field reflects high satisfaction with their approachable service and impactful results, making them a suitable partner for similar legal marketing needs.
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Legal

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express a strong sentiment regarding NeONBRAND's value for money, highlighting significant improvements in SEO rankings and ROI on PPC efforts after engagement. One client noted that their organic search results improved notably compared to previous efforts, attributing this to NeONBRAND's effective strategies and support. Overall, feedback emphasizes the company's reasonable pricing in relation to the quality and results delivered, with clients feeling included and valued throughout the process.
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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 deep passion for the cannabis industry. One client noted their 'hardworking, detail-oriented' approach and emphasized the team's 'passion for the industry' as a standout quality. Another client praised their extensive experience and commitment, stating that this passion is 'hard to find' among competitors. Overall, the sentiment reflects a strong appreciation for the team's dedication and expertise, contributing significantly to client satisfaction.

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 specializes in the Legal Cannabis industry, delivering exceptional design and consulting services for cannabis manufacturing facilities. Clients commend their detail-oriented approach, strong communication, and ability to build vendor relationships. Positive feedback highlights their expertise in operational practices and budget management, demonstrating a strong impact on project success. Their commitment to client satisfaction makes them a strong fit for startups and established businesses in the cannabis sector.
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Legal Cannabis

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed that 2Bridges Cannabis Design offers excellent value for money, particularly through their comprehensive consulting services and effective cost negotiations. One client highlighted their assistance in developing a start-up budget and securing vendor relationships, emphasizing the impressive ROI achieved. Overall sentiment is highly positive, with feedback indicating that the team's dedication, transparency, and industry passion justify their costs, making them a valuable partner for cannabis facility projects.
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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 an accounting firm specializing in providing comprehensive financial services for nonprofits, including bookkeeping, tax preparation, and payroll management. Across reviews, 100% of clients commend Jitasa for their efficiency, professionalism, and excellent customer service, highlighting reduced accounting task time by up to 60%. Many clients appreciate their tailored solutions and seamless transition processes, noting their adeptness at improving financial systems and processes.

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Reviews mention Helpful
Clients express high satisfaction with Jitasa's responsiveness and support, highlighting their effective communication and tailored solutions for nonprofit needs. One client noted, "They are very responsive to my requests," and appreciated the intuitive systems that made accounting manageable. The transition process was described as thoughtful and well-coordinated, ensuring a seamless integration. Overall, the sentiment is overwhelmingly positive, with no significant areas for improvement identified by clients.

Accounting Services for Nonprofit Organization

5.0 Oct 31, 2022

They are responsive when we ask questions. When one team member is out of the office, because there is a general email system, I always feel supported. During the summer, I requested a series of forecasting reports to help me project a different business model for how we fund our organization. While it took us some time to figure out what was needed, and we had to get an additional team member involved, they were patient, and respectful and really went out of their way to try to understand what it was I/we were looking and adjust their styles to compensate.
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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 Finance Consultancy specializing in Financial Consulting Services, Financial Advisement, and Wealth Management. The company consistently receives positive feedback for its effective bookkeeping, strategic financial advising, and timely project management, with 100% of reviewers noting improved financial understanding and confidence. Clients appreciate their accountability, integrity, and responsive communication.

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Reviews mention Professional
Norman Professional Services has received positive feedback for their professionalism and operational support. Clients praised their seamless cloud migration, accurate financial reporting, and effective cash flow management, noting a 20% increase in days of cash on hand. The team is described as responsive, collaborative, and transparent, consistently meeting project expectations. One client specifically highlighted their operational improvement suggestions and the overall quality of work, stating there are no areas for improvement.

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. Norman Professional Services’ biggest strength is how they help us manage and improve cash flow. 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 received positive feedback across various industries, including non-profit, financial services, business services, and others. Clients commend their expertise in bookkeeping, financial reporting, and strategic advisory, facilitating improved operational efficiencies and financial clarity. The non-profit sector noted enhanced bookkeeping systems, while the financial services industry highlighted timely financial statement reporting. Overall, sentiment is highly favorable, indicating their strong capacity to support businesses in managing financial complexities effectively.
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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 praise Norman Professional Services for their exceptional value and cost-effectiveness. One client noted their engagement as a 'good value for cost,' while another highlighted how their financial management has significantly enhanced cash flow and operational efficiency. Overall, the sentiment reflects satisfaction with timely deliverables and transparency, with no reported issues regarding pricing or service quality.
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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 Exceptional results
Clients consistently commend Integrated Insight for delivering exceptional results through detailed analysis and strategic insights. For instance, a VP from JetBlue noted a 20% improvement in net income at Rocky Mountaineer, attributing this success to Integrated Insight's thorough research and actionable recommendations. Furthermore, their integrity in research significantly enhanced the guest experience at LaGuardia, as highlighted by a notable increase in NPS. Overall, the sentiment reflects a strong appreciation for their expertise and effective partnership.

Market Research & Strategy for Airline Company

5.0 Feb 7, 2021

Net result at Rocky Mountaineer was a 20% improvement in net income. We were able to tackle systemic issues that were previously unaddressed. Our NPS skyrocketed as parts of the airport were completed and it’s the credible and consistent research conducted by Integrated Insight that helped prove the case.
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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 Professional
Clients consistently highlight RemSource's professionalism, noting their reliable communication and strong customer service ethos. One client emphasized the company's dedication to quality service, stating that the care for customers is evident from ownership down. Another client praised the professionalism of their assistants, which has positively impacted their own business reputation. Overall, the sentiment regarding professionalism is overwhelmingly positive, with minor concerns about consistency among operators.

Ongoing Administrative Support for Creative Web Agency

5.0 Nov 14, 2017

I've constantly had customers tell me how professional my assistant is. Plus, it's freed up a lot more time for me to do the things I love and make money. They do a fantastic job of training employees to meet the RemSource standard. They are consistent, they communicate important information in real time, and the entire company is full of kind, good people, full of integrity.
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Industry Experience

RemSource has 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 Telecommunications Advertising & marketing

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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 Detail-oriented
Clients commend Supporting Strategies for their exceptional attention to detail. One client noted, "They’re accurate and detail-oriented. Their team has never missed something and doesn’t take up my time to do so." This sentiment reflects a broader appreciation for their meticulous approach, enhancing trust and efficiency in managing financial tasks. Overall, the feedback indicates a strong confidence in their reliability and precision.

Accounting Services for Branding & Web Design Firm

5.0 Dec 5, 2019

They’re accurate and detail-oriented. Their team has never missed something and doesn’t take up my time to do so.
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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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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 Easy to work with
Pixories Inc has received positive feedback regarding their ease of collaboration, highlighted by a client's comment about their responsiveness and opportunities for feedback throughout the project. The team, including members Geo, Gaby, and Daniel, was noted as engaged and great to work with, contributing to a smooth production process. Overall, the sentiment reflects a strong endorsement of their collaborative approach and professionalism.

Animated Explainer Video for Analytics Automation Platform

5.0 Aug 19, 2022

The project was managed over meetings and email. Work product updates were shared in cloud apps. Engaged and great to work with.
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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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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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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 consistently commend Sensiba LLP for their competitive pricing and strong value for money. Feedback highlights that their services fit within budget constraints while delivering high-quality results, such as successful SOC 2 and ISO 27001 audits. Notably, one client remarked on the 'great culture fit' and 'good value for cost,' while another emphasized their 'outstanding professionalism' and 'deep expertise.' Overall, the sentiment reflects satisfaction with both the cost-effectiveness and the quality of service provided.
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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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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 Communicative
Overall, clients have expressed positive sentiments regarding Life Elixir's communication skills, noting the owner's professionalism and reliability in conveying project priorities. One client highlighted effective communication through various channels, including email and Zoom. However, there were concerns regarding the owner's ability to simplify complex technical concepts for non-expert stakeholders, suggesting a need for improved clarity in communication to ensure all parties understand the project scope and deliverables.

Data Leveraging & Consulting for Cold Chain Logistics Agency

4.0 Sep 11, 2020

The owner is professional. I haven’t had any issues working with him. He’s good at communicating priorities in terms of project management and other aspects. We communicate via email, phone calls, and Zoom calls.
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Data Leveraging & Consulting for Cold Chain Logistics Agency

4.0 Sep 11, 2020

When it comes to communication, I’ve had some struggles making sure that he communicates in a manner that the other stakeholders understand. It’s great that he can speak in technical terms and in a detailed expert subject matter. However, when it comes to people who are not as up to speed as him, he needs to come down to the client’s level to make sure they understand what he’s trying to communicate.
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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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Healthcare Other Industry

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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 optimizing customer support systems, particularly through Zendesk implementation. Reviews consistently highlight their professionalism, expertise, and efficiency, with 100% of reviewers noting timely delivery and responsiveness. Impressively, they significantly reduced manual workloads and improved communication workflows, with some clients experiencing up to a 50% increase in ticket handling capacity without expanding their teams.

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Reviews mention Results-oriented
CX Collective has received positive feedback for being results-oriented, with clients noting significant improvements in operational efficiency and employee satisfaction. One client highlighted that CX Collective exceeded all set goals, achieving a reduction in attrition rates and improved response times, such as responding to customer emails within 24 hours. Their commitment to client success and proactive communication were also emphasized, with clients appreciating their focus on building a sustainable and scalable foundation for the future.

Growth Consulting for B2C E-Commerce Cosmetics Company

5.0 Sep 6, 2019

They helped us meet our response goals, including emailing customers back within 24 hours and less than 5% missed calls. That’s an immense improvement over where we were, and we’re meeting all our SLAs. We’re also responding to social media comments and inquiries within about two days.
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Average Project Cost Breakdown

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

What Clients Have Said
Clients frequently commend CX Collective for providing excellent value for money, citing their competitive pricing and high-quality deliverables. One client noted that their pricing fit within budget while delivering 'good value for cost,' while another emphasized that the services exceeded expectations without exceeding the agreed-upon contract cost. Overall, feedback highlights a strong sentiment of satisfaction regarding the cost-effectiveness of CX Collective's services, with numerous clients expressing that the investment was worthwhile.
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More responsive than most other service providers

CX Collective is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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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 a consulting firm specializing in technical guidance and strategy development, particularly in the cannabinoid and technology sectors. Reviews highlight their exceptional professionalism and expansive network, with 100% positive feedback underscoring their unique insights and dynamic approach. Their expertise in project management and ability to navigate complex scientific landscapes is highly valued by clients.

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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 consulting firm specializing in business growth and planning. Their reviews indicate a strong performance in project management and personalized service, with 100% of clients appreciating their commitment to project continuity. However, feedback also suggests room for improvement in leveraging team expertise. Overall, their involvement is considered instrumental in helping businesses mature and develop clear strategic paths.

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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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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 business process automation and custom software solutions. Their clients, primarily in healthcare and insurance, highlight significant improvements in operational efficiency and customer satisfaction. Approximately 90% of the feedback is positive, with reviewers frequently praising the company's thorough analysis and commitment to delivering tailored, impactful solutions. Notably, 75% of reviewers mention enhanced process management and reduced manual workloads as key benefits.

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Reviews mention Results-oriented
Clients consistently commend Elite Software Automation for their results-oriented approach, highlighting the significant improvements in operational efficiency and client engagement. One client noted that after implementing the automated systems, the process of converting prospects to clients became much simpler and faster, resulting in better retention rates. Another client emphasized the time savings achieved through the digital signature feature, which saved nearly 40 hours of work during peak periods. Overall, feedback reflects a strong sentiment of satisfaction with the tangible business outcomes delivered.

Automated Business Growth Solution for Insurance Agency

5.0 Apr 11, 2022

After Phase 1, turning our prospects into clients has become much simpler and faster. I can keep on top of what's going on in the business across all of the prospects and clients and we don't accidentally lose prospects any more. We get reminders for missed to-dos, and we can see and manage all of our outstanding tasks in a single place, so there are significantly less delays and our clients get served a lot quicker. We can also proactively approach all my clients for renewals when it's time so our retention rates got much better.
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Automated Business Growth Solution for Insurance Agency

5.0 Apr 11, 2022

Elite Software Automation’s work is very intentional and focused. They took our company's process development and decision-making very seriously and put a lot of effort into giving us not only a system, but also an efficient way to serve our clients better and conduct our day-to-day business operation, improving which seems to be their ultimate objective. The solutions they gave us worked right away as expected and we could hit the ground running with them. We didn't need to make big changes or any corrections, the implementation was quick and smooth and I could start seeing results almost immediately.
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Automated Business Growth Solution for Insurance Agency

5.0 Apr 11, 2022

In the end, it has proven to be an extremely efficient approach that has made implementation fast and easy in our business. From what I've heard and was afraid of from other business owners, IT project implementations can take months with several revisions and corrections to be made to the initial solution. But we didn't have any of that here, we didn't need any big corrections or changes in what they created for us, and my team could start using the systems right away with very minimal training. Even with continued use we only had to ask for a couple of small changes and they completed those very quickly.
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Industry Experience

Elite Software Automation has demonstrated expertise in the healthcare and financial services sectors, receiving positive feedback for their tailored automation solutions. Clients noted significant improvements in operational efficiency, client engagement, and data management, particularly in healthcare for hormone treatment and insurance processes. Overall sentiment across these industries is favorable, highlighting their ability to enhance performance and reduce manual workloads, making them a strong candidate for businesses seeking automation in dynamic, compliance-focused environments.
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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 have expressed satisfaction with Elite Software Automation's cost-effectiveness, noting that the investment leads to significant operational improvements. One client highlighted a $95,000 investment that resulted in reduced administrative staffing needs and improved customer engagement, stating, "They helped me decrease my costs and continue to expand in a much more sustainable way." Overall, feedback indicates that clients perceive strong value for money, as the solutions provided effectively address their business challenges.
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United States (4) England (1)

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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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Industry Experience

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

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Average Project Cost Breakdown

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

What Clients Have Said
Overall, clients express high satisfaction with WorldWide Local Connect Inc.'s cost-effectiveness and value for money. One client noted a fair pricing structure, investing between $50,000 and $100,000, while achieving significant outcomes, including a successful acquisition. Another client highlighted a retainer-based model that offered valuable financial guidance, emphasizing the firm's integral role in their growth. Overall, clients appreciate the personalized service and timely deliverables, reinforcing the perception of strong value relative to the investment made.
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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 and business consultancy provider offering dedicated workspaces, meeting rooms, and business consulting services to support entrepreneurs and small businesses. The company is highly praised, with 100% positive feedback highlighting its community-focused atmosphere, valuable networking opportunities, and exceptional consulting services. Reviewers frequently commend the supportive environment and the high value received for their investment.

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Reviews mention Exceptional results
University CoWork has received exceptional feedback for its comprehensive support and impactful services. Clients highlight the company's ability to foster business growth, with one member noting a 300%-400% potential increase in website traffic due to their targeted marketing strategies. Another client reported acquiring over 10 new clients through connections made at University CoWork. The team is praised for their caring approach and effective consultation, establishing them as an invaluable resource for small businesses.

Business Consulting & Cowork Space for Architecture

5.0 Feb 12, 2021

University CoWork goes above and beyond to support their members with an impressive range of services. They’ve actually connected me with real businesses with which I’ve had successful engagements and direct referrals. This might lead to a 300%–400% increase in traffic for the next several days, which is something I would’ve never figured out myself.
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Office Space & Consultation for Marketing Agency

5.0 Feb 9, 2021

I have picked up over 10 new clients from University CoWork alone. They truly care about your business's success. University CoWork is sincere in their approach and delivers a top-level service that is irreplaceable.
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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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Vessel Advisors

5.0 10 reviews

$5,000+

$150 - $199 / hr

50 - 249

Irvine, CA

Services provided

10% Financial Consulting

55% Fractional CFO Services

25% Accounting +1 service

10% Executive Search

Vessel Advisors is a finance consultancy specializing in financial planning and consulting services. The company consistently receives high praise for its professionalism, integrity, and effective financial advisement. With 100% of reviewers highlighting their impressive strategic financial planning and structured reporting capabilities, Vessel Advisors excels in delivering clarity, accuracy, and growth-driven solutions to diverse industries.

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8 of 8 reviews are 5 stars

4 new reviews for Financial Consulting services

$50,000 – $199,999 avg. project cost

Reviewed 8 times in the past 6 months
Vessel Advisors has received overwhelmingly positive feedback in recent reviews, highlighting their expertise in financial consulting and strategic planning. Clients noted significant improvements in financial clarity, operational efficiency, and profitability. For instance, one client reported saving over $25,000 annually through Vessel Advisors' recommendations. Their adaptability, timely project management, and deep understanding of client needs were frequently praised, with many clients expressing satisfaction with their overall engagement and the alignment of values. No areas for improvement were identified across reviews.
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4 of 4 Financial Consulting reviews are 5 stars

4 new reviews for Financial Consulting in past 6 months

$50,000 – $199,999 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Accounting & Financial Consulting for Landscaping Company
4.5 — Vessel Advisors provided accounting consulting services for a tree maintenance and landscaping company. The team assessed the client's accounting practices and identified the source of revenue Read more
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Industry Experience

Vessel Advisors has received positive feedback across various industries, including insurance, financial services, medical, business services, and construction. Clients commend their expertise in financial consulting, strategic planning, and operational efficiency. The overall sentiment highlights Vessel Advisors' adaptability, effective communication, and strong project management. They have notably improved clients' financial health, operational clarity, and strategic decision-making, making them a suitable partner for organizations seeking financial guidance in these sectors.
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Medical Financial services Insurance Construction

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

What Clients Have Said
Vessel Advisors is frequently praised for delivering high value for money, with clients noting the effectiveness of their services relative to the cost. One client highlighted a significant increase in productivity and profitability, attributing it to Vessel Advisors' efficient processes, which saved them over 20 hours per week. Another client emphasized that their investment was under $10,000, resulting in enhanced forecasting accuracy and financial growth. Overall, clients express strong satisfaction with the cost-effectiveness and quality of services provided by Vessel Advisors.
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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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Spear CPA CFP

5.0 11 reviews

$1,000+

$100 - $149 / hr

2 - 9

New York, NY

Services provided

10% Financial Consulting

80% Accounting

10% Business Consulting

Spear CPA CFP is a comprehensive accounting firm providing services such as bookkeeping, tax preparation, financial planning, and business consulting. Based on the reviews, 100% of clients expressed satisfaction, highlighting their professionalism, responsiveness, and expertise. Approximately 75% of the reviewers mentioned the firm's capability in offering valuable tax advice and savings, making them a reliable partner for financial management.

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Industry Experience

Spear CPA CFP has demonstrated expertise across several industries, including manufacturing, legal, financial services, business services, and advertising/marketing. Clients praise their responsiveness, professionalism, and ability to exceed expectations, particularly in handling tax planning, bookkeeping, and compliance. Overall sentiment is highly positive, with notable strengths in project management and their proactive approach to client needs. Businesses in industries requiring meticulous financial management and strategic tax advice would find Spear CPA CFP an ideal partner.
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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 consistently express satisfaction with Spear CPA CFP's cost-effectiveness and value for money. One client noted that their investment, amounting to approximately $100,000 over several years, was well worth it due to the expertise and efficiency provided. Another remarked on the reasonable rates and the significant savings achieved through their tax advice. Overall, the sentiment reflects that clients feel they receive high-quality service that justifies their financial commitment.
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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 and marketing for organizations like Restaurant Magic Software. Clients appreciate their ability to mediate discussions, consolidate ideas into actionable plans, and maintain alignment within teams. Their proactive approach and efficient project management are highly valued. Given their strengths, potential clients in IT Services seeking strategic consulting and marketing support would find Stonehill to be a suitable partner.
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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. One CEO noted an investment of approximately $500,000 but highlighted that the strategic plan they developed was crucial in aligning their organization, affirming that Stonehill's work was delivered on time and within budget. Another client praised their efficiency and creativity, emphasizing that projects do not linger and are executed effectively, indicating a high return on investment.
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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 consulting firm specializing in strategy development and advisory services, particularly in sectors related to sustainability and fisheries. Feedback from clients is overwhelmingly positive, highlighting their effective communication, strategic expertise, and ability to integrate seamlessly with client teams. Approximately 80% of reviewers commend Council Fire for their strategic capabilities, while 100% value their communication skills. Some clients noted the benefit of including language capabilities aligned with international engagements.

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Reviews mention Communicative
Clients consistently commend Council Fire for their excellent communication skills and timely engagement throughout projects. One client noted that despite language barriers, the team remained effective communicators, fostering a collaborative atmosphere. Another highlighted that Council Fire's communication ensured continuous progress, even during quieter phases of the project. Overall, the sentiment reflects a strong appreciation for the team's ability to integrate seamlessly and maintain open lines of communication, enhancing project outcomes.

Strategy & Consulting for Environmental Nonprofit

4.0 Apr 8, 2020

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

5.0 Dec 11, 2018

Council Fire’s communication skills assure we’re always moving forward. They’re actively engaged with us even when there isn’t much work to do. From then on, we spoke through phone calls and emails. Their team was also present anytime we met with the assessment committee.
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Industry Experience

Council Fire has demonstrated notable expertise in the nonprofit and environmental sectors, particularly within fisheries management and sustainable practices. Clients have praised their strategic consulting, organizational skills, and ability to integrate with teams. Feedback highlights their effective communication and mentorship capabilities, fostering collaboration and enhancing project outcomes. Overall, the sentiment is highly positive, indicating that organizations in the nonprofit and environmental industries seeking strategic guidance and project management would find Council Fire a valuable partner.
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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 generally perceive Council Fire's services as offering good value for money, with investments ranging from $40,000 to $60,000 for comprehensive consulting and strategic support. One client highlighted the company's mentorship and strategic guidance as invaluable, stating they felt 'well-prepared' for their initiatives. Another client praised their communication and project management, noting a positive, engaged experience throughout. Overall, feedback indicates that while Council Fire may not be the cheapest option, the quality of their service justifies the cost.
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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 Timely
Overall, client feedback highlights Key People's strong commitment to timeliness and efficiency in project management. One client noted their ability to deliver items on time, stating, 'Key People demonstrates efficiency and timeliness in their deliverables.' Another client emphasized their prompt responses to needs, ensuring timely action and progress tracking. Overall, the sentiment regarding timeliness is overwhelmingly positive, with clients expressing satisfaction in how quickly Key People adapted to changing requirements.

Recruiting & HR Consulting for Crash Game Company

5.0 Jul 23, 2024

Key People demonstrates efficiency and timeliness in their deliverables, ensuring items were delivered on time.
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Industry Experience

Key People has demonstrated expertise in the Gambling, Gaming, Software, and Other industries, with a strong focus on recruitment and HR consulting. Clients commend their ability to streamline hiring processes, fill key technical positions, and provide tailored solutions. The overall sentiment is highly positive, with feedback highlighting their responsiveness, effective communication, and commitment to understanding client needs, making them a suitable partner for companies seeking to enhance their recruitment strategy.
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Gambling Gaming IT Services Software

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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 generally perceive Key People as offering excellent value for money, with competitive pricing that meets budgetary requirements. One client noted, "Pricing fit our budget," while another highlighted their "good rates" and ability to place high-quality candidates. Overall sentiment reflects satisfaction with the cost-effectiveness of their services, as clients reported successful outcomes without compromising on quality, stating, "Key People placed the most people within our company, at very competitive rates."
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Cyprus (4) Germany (1) England (1)

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Fiscal Advocate, Inc.

5.0 6 reviews

$50,000+

$150 - $199 / hr

10 - 49

Highland Park, IL

Services provided

30% Financial Consulting

30% Finance & Accounting Outsourcing (FAO)

30% Fractional CFO Services +1 service

10% Accounting

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

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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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Miami, Florida (1) Montgomery, Alabama (1) Menomonee Falls, Wisconsin (1) Denver, Colorado (1) Boston, Massachusetts (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 specializes in accounting and bookkeeping services, offering comprehensive solutions such as financial reporting, margin calculations, and compliance. The company is highly praised for its professionalism, accuracy, and timely delivery of services, with over 90% of reviews highlighting impressive project management and responsive communication. Clients frequently commend the team for their personable approach and exceptional value for cost.

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Reviews mention Hard working
Clients consistently praise Brainy Advisors for their hard work and dedication. One client highlighted their 'smart and hard-working team' and noted their timely delivery of financial reports, which reflects a strong work ethic. Another instance mentioned the proactive communication from their Accounting Manager, who reached out for additional information to ensure timely reporting. Overall, the sentiment regarding their commitment and diligence is overwhelmingly positive, with clients expressing high satisfaction with the services provided.

Accounting & Bookkeeping for Architectural Firm

5.0 Jan 6, 2026

Brainy Advisors maintains a high degree of professionalism and accuracy. They’re truly a smart and hard-working team. We even received a phone call from Trishia (Accounting Manager) when she needed additional information to complete reporting on time.
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Industry Experience

Brainy Advisors has garnered positive feedback across various industries, including eCommerce and architecture. In eCommerce, clients praised their efficiency in bookkeeping and financial advising, emphasizing their ability to meet tight deadlines and provide valuable insights into pricing strategy. For architecture firms, they demonstrated consistent accuracy and professionalism in managing accounting records and delivering timely reports. Overall, their expertise in financial management, responsiveness, and commitment to client needs positions them as a strong fit for clients in IT, eCommerce, and professional services.
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Software eCommerce Other industries

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Clients consistently commend Brainy Advisors for their competitive pricing and exceptional value for money. One client noted, 'I don't think I would be able to achieve completing this project without spending double the cost with another company,' highlighting significant cost savings. Another reviewer emphasized, 'good value for the cost,' reinforcing the sentiment that Brainy Advisors delivers high-quality services at a reasonable price. Overall, feedback reflects strong satisfaction regarding the company's affordability and the quality of service provided.
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Houston, Texas (1) San Luis Obispo, California (1) Seattle, Washington (1)

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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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Reviews mention Innovative
Clients have consistently praised Acclarity for its innovative approach, particularly in utilizing technology to enhance project outcomes. One client highlighted their impressive use of technology, which facilitated accurate and meaningful data reporting, enabling timely business decisions. This innovative strategy has led to significant improvements in patient volume and resource alignment, demonstrating Acclarity's ability to provide creative solutions that effectively address client needs.

Financial Consulting for Dermatology Clinic

5.0 Sep 19, 2025

Acclarity has provided us with accurate and meaningful data that allows us to make more timely business decisions. We’ve also seen improvements in patient volume, service trends, and provider production. Acclarity’s use of technology to assist with the projects is impressive.
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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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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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Illustria

4.6 9 reviews

$10,000+

$150 - $199 / hr

10 - 49

Washington, DC

Services provided

10% Financial Consulting

75% Branding

15% Business Consulting

Illustria is a branding and graphic design company known for its comprehensive approach to understanding client needs. It excels in branding strategies, logo creation, and marketing materials, with a strong emphasis on client collaboration and satisfaction. The feedback is overwhelmingly positive, with clients praising their project management, responsiveness, and ability to exceed expectations, while some note areas for improvement in communication and cost management. Illustria's dedication and expertise make it a trusted partner in diverse industries.

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Industry Experience

Illustria has received positive feedback across various industries, including healthcare, hospitality, IT, advertising, and legal sectors. Their strengths lie in branding, rebranding, and graphic design, showcasing expertise in crafting tailored solutions that resonate with clients' missions. Notably, they excel in understanding client needs, providing organized project management, and maintaining effective communication. Overall, their impact is particularly noted in enhancing brand identity and marketing strategies, making them a suitable partner for businesses seeking comprehensive design services.
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Construction Nonprofit Hospitality & leisure Transportation Advertising & marketing IT Services Legal 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 express satisfaction with Illustria's pricing and the value they receive for their investment. One client noted spending 'less than $20,000' for a comprehensive branding solution, highlighting positive internal feedback on the results. Another client mentioned that while costs are a concern for small to medium companies, Illustria consistently meets or exceeds expectations, indicating a strong alignment of value and cost. Overall, the sentiment reflects a belief that Illustria offers quality services that justify their pricing.
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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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Mighty Financial

5.0 2 reviews

$5,000+

$100 - $149 / hr

10 - 49

North Attleborough, MA

Services provided

10% Financial Consulting

60% Accounting

20% Fractional CFO Services +1 service

10% Business Consulting

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

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1 of 1 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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PitchLift, Inc.

5.0 1 review

$5,000+

$150 - $199 / hr

2 - 9

Austin, TX

Services provided

10% Financial Consulting

20% Business Consulting

20% Graphic Design +4 services

20% Other Design

10% Branding

10% Content Marketing

10% Content Writing Services

PitchLift, Inc. is a pitch deck design and strategy company that provides end-to-end services for businesses seeking investment. According to client reviews, 100% of the feedback is positive, highlighting their timely delivery, excellent communication, and high-quality design. Clients are particularly impressed with the direct involvement of the co-founders and the impactful results of their pitch decks.

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1 of 1 reviews is 5 stars

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
PitchLift, Inc. has received positive feedback from clients in the past six months, particularly for their effective pitch deck creation services. A client noted that they successfully raised $2 million using the deck, praising its quality and design. Additionally, PitchLift, Inc. demonstrated strong project management skills by delivering on time and maintaining clear communication. Clients appreciated the direct involvement of co-founders, which enhanced their experience, and reported no areas for improvement.
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Industry Experience

PitchLift, Inc. has demonstrated strong expertise in the Food & Beverage industry, particularly in assisting businesses like craft breweries with fundraising efforts. Their clients have praised their end-to-end support in creating impactful pitch decks that significantly aided in securing investments. The overall sentiment from this sector reflects high satisfaction with their communication, project management, and attention to branding, marking them as a valuable partner for projects requiring strategic fundraising and presentation design.
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend PitchLift, Inc. for their exceptional value relative to cost, with one client noting an investment of less than $10,000 that facilitated raising $2 million. Feedback highlights the high quality of deliverables and responsive communication, reinforcing a positive sentiment regarding their pricing structure. Clients feel that the comprehensive service provided justifies the cost, with no reported areas for improvement.
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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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3 of 4 reviews are 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 4 times in the past 6 months
Sertexity has received positive feedback in recent reviews, highlighting their effective project management and responsive customer support. Clients praised their ability to deliver tailored solutions, such as website redesigns and automated trading platforms, which resulted in increased traffic, improved user engagement, and streamlined operations. Notably, one client appreciated the team's understanding of industry needs, while another emphasized the platform's user-friendliness. Minor suggestions for improvement included enhancing reporting features and providing more frequent performance updates.
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Industry Experience

Sertexity has demonstrated expertise primarily in the eCommerce, Franchise, and Financial Services industries. Clients in eCommerce praised their automated trading solutions that ensured consistent returns and responsive project management. Franchise owners highlighted the platform's user-friendliness, enhancing decision-making efficiency. In Financial Services, their robust data infrastructure and fast customer support were key strengths, ensuring minimal disruption during trading. Overall, feedback reflects a positive sentiment towards their capabilities across these industries, particularly for organizations seeking automated trading and data management solutions.
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eCommerce Financial services

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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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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 Experienced
Clients express high satisfaction with Imperial Advisory, CFOs, noting their outstanding reputation and decades of relevant experience. One CEO highlighted a seamless engagement process and impressive turnaround, receiving results in under 24 hours despite a tight deadline. The professionalism and value of the outcomes were emphasized, with no significant areas for improvement mentioned, reflecting an overall positive sentiment towards their expertise and responsiveness.

Financial Consultation for Marketing Agency

5.0 Dec 21, 2021

They came with decades of relevant experience to companies like ours.
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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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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 Exceeds expectations
The Social Cafe exceeded client expectations by delivering a user-friendly website that significantly boosted sales by 67%. The client's feedback highlighted exceptional communication and transparency throughout the project, with the team providing valuable education and prompt responses to inquiries. The overall sentiment reflects complete satisfaction, with no suggested areas for improvement, underscoring the effectiveness of their workflow and the positive impact on the client's business operations.

Web Design for Miami-Based Bakery

5.0 Jul 18, 2020

None that I can think of. Everything was done so fast and was completely beyond my expectations.
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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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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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