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Top Financial Consultants in the United States

Ratings Updated: January 20, 2026

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LUCA LLC

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Verified

$5,000+

$100 - $149 / hr

50 - 249

Mountain Brook, AL

Services provided

15% Financial Consulting

85% Finance & Accounting Outsourcing (FAO)

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

LUCA LLC is very responsive
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Zinman & Company, PC

Not yet reviewed
Verified

Undisclosed

Undisclosed

10 - 49

Southampton, PA

Services provided

20% Financial Consulting

20% Accounting

20% Business Consulting +2 services

20% Commercial Financing

20% Financial Advising & Planning

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

Not yet reviewed
Verified

Undisclosed

$25 - $49 / hr

2 - 9

Bridgeport, CT

Services provided

30% Financial Consulting

40% Accounting

30% Financial Advising & Planning

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

ICT Lions is very responsive
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Crema

4.9 18 reviews

$5,000+

$150 - $199 / hr

10 - 49

Kansas City, MO

Services provided

10% Financial Consulting

20% Mobile App Development

20% UX/UI Design +4 services

20% Web Development

10% Business Consulting

10% Custom Software Development

10% Low/No Code Development

Crema is a digital product agency specializing in UX/UI design, product management, and development services. Across their reviews, clients commend Crema's ability to transform complex ideas into reality, their excellent project management, and their alignment with company values. Notably, 100% of reviewers highlighted their timely communication and delivery. While some noted minor areas for improvement, such as maintaining prototype availability, 90% expressed satisfaction with Crema's innovative and collaborative approach.

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1 of 2 reviews are 5 stars

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of Crema highlight their strong project management and communication skills, with clients noting timely delivery and responsiveness. One client praised their ability to transform abstract ideas into functional designs, while another emphasized their effective collaboration, describing Crema as an extension of their team. Overall sentiment is highly positive, with clients expressing satisfaction with the quality of work and suggesting only minor improvements, such as maintaining a fully functional prototype throughout the project.
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Industry Experience

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

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Average Project Cost Breakdown

$10,000 to $49,000 (4) $200,000 to $999,999 (4) $50,000 to $199,999 (3) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently express satisfaction with Crema's pricing and the value for money they provide. For instance, one client noted they received 'so much bang for our buck' while another highlighted that Crema's costs were 'justified' despite being higher than competitors. Overall, the sentiment is positive, with many clients appreciating the alignment of Crema's services with their budget and the high quality of deliverables received.
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United States (17) Canada (1)

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Argona Partners

5.0 13 reviews

$5,000+

$300+ / hr

10 - 49

Fremont, CA

Services provided

10% Financial Consulting

65% Business Consulting

15% Market Research +2 services

5% Digital Strategy

5% Marketing Strategy

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

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Reviews mention Detail-oriented
Clients consistently praise Argona Partners for their detail-oriented approach. One CEO noted the 'extremely comprehensive' deliverables and effective workflow, while a co-founder highlighted the 'level of detail' in their valuations and projections. Feedback emphasizes the thoroughness in data analysis and the clear communication throughout the project. Overall sentiment is overwhelmingly positive, with clients expressing satisfaction and gratitude for the meticulous work provided.

Business Consulting for Skincare Company

5.0 Jun 2, 2021

Within 1 month they completed an extremely detailed valuation and projections. I was very impressed with the level of detail that went into our valuation and projections. Richard has a data science background, and it really shows.
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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently commend Argona Partners for their fair pricing and exceptional value for money. One client noted that their costs were 'very affordable for the amount of analysis they provide,' while another highlighted their pricing as a key factor in their selection. The overall sentiment reflects satisfaction with the comprehensive deliverables received, with clients emphasizing the significant impact on their projects relative to the investment made.
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United States (12) Canada (1)

Fremont, CA

37792 Colfax Ct
Fremont, CA 94536
2 - 5

5107317270

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Gaussian Consulting

5.0 2 reviews

$25,000+

Undisclosed

2 - 9

Brooklyn, NY

Services provided

10% Financial Consulting

55% Business Consulting

15% IT Strategy Consulting +2 services

10% Market Research

10% Marketing Strategy

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

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

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Industry Experience

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

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently note that Lucrum Consulting, Inc. offers excellent value for money, with many stating that their services exceed expectations. For instance, one client spent around $10,000 and reported tasks delivered below budget and ahead of schedule. Another client, investing over $200,000, emphasized the cost-effectiveness compared to hiring a full-time CFO. Overall, the sentiment is overwhelmingly positive, with clients appreciating the expertise, responsiveness, and attention to detail that justify their investments.
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Charlotte, North Carolina (10) Atlanta, Georgia (1) Rock Hill, South Carolina (1) Pineville, North Carolina (1)

Charlotte, NC

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

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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 Unique expertise
Clients commend 2Bridges Cannabis Design for their unique expertise in the cannabis industry. One client highlighted their detail-oriented approach and passion, specifically noting their effectiveness in designing a manufacturing facility's floor plan. This expertise contributed to achieving a significant milestone, launching one of the first Adult Use Standard Licenses in New Jersey. Overall sentiment reflects a strong appreciation for the company's specialized knowledge and commitment to the sector.

Design Consulting for Cannabis Company

5.0 Apr 19, 2023

One of the most impressive aspects of 2Bridges Cannabis Design is their passion for the industry. This dedication is evident in their approach and understanding of the cannabis market. Their expertise is further demonstrated by being one of the first to launch an Adult Use Standard License in NJ.
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Industry Experience

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

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Average Project Cost Breakdown

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

Nassau Street
Fernandina Beach, FL 32034
1

203-906-2912

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JS Morlu

5.0 10 reviews

$1,000+

$100 - $149 / hr

2 - 9

Woodbridge, VA

Services provided

10% Financial Consulting

70% Accounting

20% Business Consulting

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

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Reviews mention Helpful
Clients express high levels of satisfaction with JS Morlu, particularly noting their attentiveness and ethical approach. A president of an analytics and security company praised the firm's ability to generate accurate accounting statements and provide valuable consulting services, emphasizing the peace of mind gained from their partnership. Notably, recommendations from peers and positive reviews were key factors in the client's decision to engage JS Morlu, reinforcing their reputation as a dependable partner.

Accounting & Consulting for Analytics & Security Company

5.0 Aug 31, 2021

JS Morlu has given us peace of mind from the moment they’ve started working on our accounting needs. John has particularly helped us come up with effective cost estimates — we’ve made an evident profit from the accounting principles we’ve learned from him. JS Morlu is attentive to our needs, and they meet those by adhering to an honest and ethical framework. Their commitment to helping us succeed is evident in the results they deliver.
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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0 1 review

$1,000+

$150 - $199 / hr

2 - 9

Las Vegas, NV

Services provided

10% Financial Consulting

25% Search Engine Optimization

25% Social Media Marketing +2 services

25% Web Development

15% Business Consulting

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

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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

4.6 20 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

35% Financial Consulting

45% Funding & Investment

15% Financial Advising & Planning +1 service

5% Other Marketing

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

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Reviews mention Personable
Clients have consistently highlighted the personable nature of leadforce.info, noting their attention to detail and personal approach in collaboration. One client specifically mentioned the 'personal approach to working with me,' emphasizing the company's commitment to understanding their needs. Overall, the sentiment regarding their personable interactions is highly positive, reflecting a strong capability to foster meaningful client relationships.

Capital-Raising Services for Beverage Alcohol Consulting Co

5.0 Jul 29, 2025

The attention to detail and the personal approach to working with me was impressive. Items were delivered timely and in a professional fashion in a way that best suited my business.
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3 of 4 reviews are 5 stars

Less than $10,000 avg. project cost

Reviewed 4 times in the past 6 months
Recent reviews of leadforce.info indicate a mixed sentiment. While one client praised their attention to detail and timely deliverables, another expressed significant dissatisfaction, noting unmet promises regarding investor meeting arrangements. A client highlighted the effective lead generation and supportive approach, contributing to successful capital raising. Overall, feedback reveals strengths in communication and personalization, but also concerns regarding deliverables and project outcomes, suggesting variability in client experiences over the past six months.
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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (15)

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

5.0 3 reviews

Undisclosed

$25 - $49 / hr

250 - 999

Meridian, ID

Services provided

15% Financial Consulting

35% Accounting

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

15% Business Consulting

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

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Reviews mention Unique expertise
Clients express high satisfaction with Jitasa's unique expertise in accounting for nonprofits, noting their team's thorough understanding of client needs. One client highlighted the staff's competency and thoughtful approach during onboarding, which facilitated efficient financial management. The ability to reduce accounting task time by 60% further underscores their specialized capabilities. Overall, feedback reflects a strong sentiment of trust and appreciation for Jitasa's expert services.

Accounting Services for Circus School & Theatre Company

5.0 Dec 13, 2022

What’s most impressive about Jitasa is the quality of their staff. During the onboarding process, their expertise became most evident when they gave really thoughtful, open-ended questions that allowed them to quickly get to the heart of our work and create really good systems that would enable us to manage our financials more efficiently.
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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0 4 reviews

$5,000+

$200 - $300 / hr

2 - 9

Oak Park, IL

Services provided

60% Financial Consulting

40% Accounting

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

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

Financial Consulting for Software Implementation Company

5.0 Feb 19, 2024

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

$10,000 – $49,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

What Clients Have Said
Clients of Norman Professional Services consistently express satisfaction with the company's pricing and overall value for money. One client noted a significant investment of $170,000–$200,000, highlighting the firm's ability to enhance cash flow and operational efficiency. Another client emphasized the 'good value for cost' and praised the improvements in their bookkeeping system, which saved staff time. Overall, the sentiment reflects confidence in the firm's ability to deliver quality services that justify their pricing.
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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 High-quality work
Clients have consistently praised Integrated Insight for delivering high-quality work. One client noted the firm's 'extraordinarily valuable' access to top-tier talent, highlighting their expertise in market assessments and demand forecasting. The quality of Integrated Insight's research not only informed the development of Merriweather Park but also enhanced its credibility, facilitating public approval. Overall, client sentiment reflects strong satisfaction with the firm's interactive workflow and commitment to project success, with no areas for improvement identified.

Market & Feasibility Study for Consulting Developer Firm

5.0 Jul 31, 2020

Integrated Insight's work not only informed the plans for Merriweather Park at Symphony Woods, the credibility of both the firm and its work helped to augment the credibility of the Park's design and subsequent public approval and first phase implementation. Integrated Insight took ownership for the future of Merriweather Park at Symphony Woods. The firm's work guided the design and fostered the best prospects for success.
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Industry Experience

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

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Average Project Cost Breakdown

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

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

4.7 3 reviews

$1,000+

< $25 / hr

10 - 49

Baltimore, MD

Services provided

10% Financial Consulting

30% Finance & Accounting Outsourcing (FAO)

20% Back Office Outsourcing +3 services

20% Customer Service Outsourcing

10% Business Consulting

10% Call Center Services

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

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Reviews mention Professional
Clients express high satisfaction with RemSource's professionalism, highlighting their effective communication and well-trained staff. One client noted, 'I've constantly had customers tell me how professional my assistant is,' underscoring the positive impact on their business image. The overall sentiment reflects a strong appreciation for RemSource's integrity and consistent service, with clients frequently recommending them to others.

Ongoing Administrative Support for Creative Web Agency

5.0 Nov 14, 2017

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

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Average Project Cost Breakdown

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

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

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

Bend, OR

Services provided

10% Financial Consulting

55% Accounting

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

10% Business Consulting

10% Financial Advising & Planning

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

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2 of 2 reviews are 5 stars

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for Sensiba LLP reflect a consistently positive sentiment, highlighting their effectiveness in achieving compliance goals such as SOC 2 and ISO 27001. Clients commend their excellent project management, timely delivery, and responsive communication. Notably, Trainual appreciated the personal support throughout their SOC 2 compliance process, while another client praised Sensiba's professionalism and successful audit outcomes. Overall, clients found Sensiba LLP to be a reliable partner, with no significant areas for improvement identified.
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2 of 2 Financial Consulting reviews are 5 stars

2 new reviews for Financial Consulting in past 6 months

$10,000 – $49,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

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

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

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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 emphasize Sensiba LLP's excellent value for money, highlighting their competitive pricing and high-quality service. For instance, one client noted, 'Pricing fit our budget' and 'Good value for cost,' while another remarked on their 'great culture fit' and 'professional communication.' Overall, the sentiment is overwhelmingly positive, with no significant complaints regarding cost, suggesting that clients feel they receive substantial value relative to their investment.
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Supporting Strategies

5.0 2 reviews

Undisclosed

Undisclosed

250 - 999

Beverly, MA

Services provided

15% Financial Consulting

75% Finance & Accounting Outsourcing (FAO)

10% HR Consulting

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

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

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Reviews mention Proactive
Clients have consistently praised Pixories Inc for their proactive engagement throughout the project lifecycle. One client noted their responsiveness and the numerous opportunities for feedback provided during the video production process. They described the team as 'engaged and great to work with', highlighting a collaborative atmosphere that enhances overall project success. The sentiment surrounding Pixories Inc is overwhelmingly positive, reflecting their commitment to client satisfaction and effective communication.

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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Life Elixir

4.5 2 reviews

$10,000+

$100 - $149 / hr

2 - 9

Newport Beach, CA

Services provided

10% Financial Consulting

30% AI Development

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

20% Business Consulting

10% Logistics & Supply Chain Consulting

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

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Reviews mention Reliable
Life Elixir has consistently received positive feedback regarding their reliability. Clients have noted that the owner is dependable, stating, "I can count on him to deliver what he says he will" and highlighting Life Elixir's proven reliability in project execution. Additionally, one client emphasized the team's responsiveness and quick turnaround times, contrasting their experience with others who were less communicative. Overall, the sentiment reflects a strong trust in Life Elixir's ability to deliver on commitments.

Data Leveraging & Consulting for Cold Chain Logistics Agency

4.0 Sep 11, 2020

He’s reliable. I can count on him to deliver what he says he will. Life Elixir has proven themselves to be very reliable.
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AI Model & Dev for Medical Device Distributor

5.0 Jan 27, 2020

Life Elixir’s work is functional and reliable. The model will be useful in third-party testing, which is about to commence. Life Elixir was fast, turning assignments around quickly. Their team was responsive.
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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 2 reviews

Undisclosed

$150 - $199 / hr

10 - 49

Englewood, NJ

Services provided

10% Financial Consulting

30% Business Consulting

15% Custom Software Development +4 services

15% Logistics & Supply Chain Consulting

10% CRM Consulting and SI

10% Contract Manufacturing

10% ERP Consulting and SI

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0 1 review

$5,000+

$300+ / hr

2 - 9

Plainview, NY

Services provided

10% Financial Consulting

70% Business Consulting

10% Contract Manufacturing +3 services

5% Logistics & Supply Chain Consulting

3% Application Management & Support

2% Commercial Development

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0 12 reviews

$5,000+

$150 - $199 / hr

2 - 9

Inglewood, CA

Services provided

10% Financial Consulting

30% CRM Consulting and SI

20% Business Consulting +2 services

20% Call Center Services

20% Customer Service Outsourcing

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

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Reviews mention Great project management
Clients have praised CX Collective for their exceptional project management skills, noting their effective communication and adherence to timelines. One client emphasized that The Workforce Pro maintained transparency throughout the project, ensuring they never had to guess the status. They were particularly impressed with the team's commitment, as they continued to troubleshoot issues beyond the initial scope, demonstrating a dedication to client success. Overall, the sentiment reflects strong satisfaction with their project management capabilities.

Custom Software Development for Healthcare Company

5.0 Oct 4, 2021

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

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

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight CX Collective's competitive pricing and excellent value for money. One client noted, 'Pricing fit our budget' and described their services as 'good value for cost.' Another mentioned that they achieved all project goals 'on time and at the agreed upon contract cost.' Overall, feedback reflects a strong sentiment of satisfaction regarding cost-effectiveness, with many clients appreciating the quality of service relative to the investment made.
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United States (11) Canada (1)
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MATAX

5.0 1 review

$1,000+

Undisclosed

2 - 9

San Francisco, CA

Services provided

10% Financial Consulting

50% Accounting

25% Business Consulting +1 service

15% Cloud Consulting & SI

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

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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 1 review

$5,000+

$150 - $199 / hr

2 - 9

Irvine, CA

Services provided

10% Financial Consulting

50% Accounting

40% Business Consulting

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

4.0 1 review

$50,000+

$200 - $300 / hr

2 - 9

Dripping Springs, TX

Services provided

10% Financial Consulting

40% Business Consulting

20% Corporate Training & Coaching +2 services

15% Branding

15% Business Continuity Management

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Portland, OR

Services provided

10% Financial Consulting

50% Business Consulting

20% Accounting +1 service

20% HR Consulting

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0 5 reviews

$25,000+

Undisclosed

10 - 49

Irving, TX

Services provided

10% Financial Consulting

20% Business Consulting

15% CRM Consulting and SI +4 services

15% Custom Software Development

15% ERP Consulting and SI

15% IT Strategy Consulting

10% Low/No Code Development

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

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Reviews mention Communicative
Clients have consistently praised Elite Software Automation for their strong communication skills, noting their proactive follow-up and detailed project summaries. One client highlighted that they do not need to chase for updates, as the team regularly checks in and provides timely communication. However, a suggestion for improvement was made regarding the centralization of contact emails. Overall, the sentiment reflects a high level of satisfaction with the company's communicative approach.

Zoho CRM Development for NYC-based Real Estate Firm

5.0 Aug 20, 2018

They summarize all of our conversations via email and open up tickets as needed. They’re open and available to talk and are willing to schedule phone meetings. We have a screensharing service that we use during short conference calls.
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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0 6 reviews

$50,000+

$150 - $199 / hr

10 - 49

Highland Park, IL

Services provided

30% Financial Consulting

30% Finance & Accounting Outsourcing (FAO)

30% Fractional CFO Services +1 service

10% Accounting

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

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3 of 3 Financial Consulting reviews are 5 stars

3 new reviews for Financial Consulting in past 6 months

$50,000 – $199,999 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

5.0 6 reviews

$5,000+

$50 - $99 / hr

10 - 49

Maynard, MA

Services provided

10% Financial Consulting

25% Accounting

25% Financial Advising & Planning +2 services

25% Other Digital Marketing

15% Business Consulting

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

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Reviews mention Communicative
Clients consistently praised WorldWide Local Connect Inc. for their excellent communication skills. One client highlighted 'great communication and follow-up,' while another noted Hans's regular updates and prompt responses to inquiries, stating he was 'very easy to get a hold of.' Overall, the sentiment regarding communication is overwhelmingly positive, reflecting a commitment to keeping clients informed and engaged throughout the project lifecycle.

Web Dev for Massage Therapy Company

5.0 Jan 31, 2022

Great communication and follow-up. I enjoyed their enthusiasm and the all-around business experience.
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Web Development for Restaurant

5.0 Jan 21, 2022

Hans was regularly in communication with me. He would follow up every week with what has been done and the next steps. Any email I sent, he would answer it in minutes. Hans was very easy to get a hold of and communicate with.
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Industry Experience

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

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Average Project Cost Breakdown

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

What Clients Have Said
Overall, clients express high satisfaction with WorldWide Local Connect Inc.'s cost-effectiveness and value for money. One client noted a fair pricing structure, investing between $50,000 and $100,000, while achieving significant outcomes, including a successful acquisition. Another client highlighted a retainer-based model that offered valuable financial guidance, emphasizing the firm's integral role in their growth. Overall, clients appreciate the personalized service and timely deliverables, reinforcing the perception of strong value relative to the investment made.
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Maynard, Massachusetts (2) Burlington, Massachusetts (1) Gloucester, Massachusetts (1) Salem, Massachusetts (1) Westwood, Massachusetts (1)
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University CoWork

5.0 6 reviews

$1,000+

$200 - $300 / hr

2 - 9

Chicago, IL

Services provided

10% Financial Consulting

40% Business Consulting

10% Back Office Outsourcing +6 services

10% Commercial Property Management

10% Digital Strategy

5% Content Marketing

5% Other Digital Marketing

5% Search Engine Optimization

5% Social Media Marketing

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

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Reviews mention High-quality work
Clients consistently commend University CoWork for delivering high-quality work and exceptional support. One client highlighted their top-notch coworking space and noted the direct counsel provided, describing the team as 'deeply caring and communal.' They emphasized the significant impact on digital marketing, reporting potential traffic increases of 300%–400% due to improved strategies. Overall, the sentiment reflects a strong appreciation for the quality of services and the personal attention received, positioning University CoWork as a valuable partner 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. If anything, we consider them more of an accelerator. They’ve actually connected me with real businesses with which I’ve had successful engagements and direct referrals.
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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (4)

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

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

SUNNY ISL BCH, FL

Services provided

80% Financial Consulting

20% Supply Chain Management

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

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1 of 1 Financial Consulting reviews are 5 stars

1 new review for Financial Consulting in past 6 months

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

10% Financial Consulting

50% Commercial Financing

40% Funding & Investment

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

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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Atlanta, GA

Services provided

20% Financial Consulting

20% Accounting

20% Commercial Financing +2 services

20% Financial Advising & Planning

20% Fractional CFO Services

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

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2 of 2 Financial Consulting reviews are 5 stars

2 new reviews for Financial Consulting in past 6 months

Unknown avg. project cost

Financial Consulting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

5.0 11 reviews

$1,000+

$100 - $149 / hr

2 - 9

New York, NY

Services provided

10% Financial Consulting

80% Accounting

10% Business Consulting

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

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Reviews mention Detail-oriented
Clients have consistently praised Spear CPA CFP for their detail-oriented approach, with one client noting Meir's ability to identify classification errors and navigate IRS codes effectively. His meticulous nature is highlighted by the client stating, "His attention to detail makes him stand out," emphasizing that Meir often anticipates situations before they arise. Overall, the sentiment reflects a strong appreciation for the company's thoroughness and proactive communication.

Accounting & Consulting for A/V Company

5.0 Dec 11, 2020

His attention to detail makes him stand out. He has access to my business checking account, and he often knows situations before I do. That’s something you really want in an accountant.
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Industry Experience

Spear CPA CFP has garnered positive feedback across several industries, including Manufacturing, Consumer Products, Legal, Construction, Financial Services, and Advertising & Marketing. Clients praise their responsiveness, expertise in tax planning, and seamless integration into existing business operations. In Manufacturing and Consumer Products, they excelled in managing complex financial structures and securing loans during crises. The overall sentiment highlights their professionalism and adaptability, making them a strong fit for businesses seeking reliable accounting and financial guidance.
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Financial services Manufacturing Consumer Products Legal Construction Business services Advertising & marketing

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Average Project Cost Breakdown

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

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

5.0 1 review

$10,000+

$150 - $199 / hr

10 - 49

Tampa, FL

Services provided

10% Financial Consulting

25% BI & Big Data Consulting & SI

20% Business Consulting +3 services

15% Content Marketing

15% HR Consulting

15% Public Relations

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

4.5 2 reviews

$10,000+

$150 - $199 / hr

10 - 49

Annapolis, MD

Services provided

10% Financial Consulting

30% Business Consulting

20% Digital Strategy +4 services

10% Branding

10% Content Marketing

10% Marketing Strategy

10% Social Media Marketing

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

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Reviews mention Easy to work with
Clients express a strong sentiment regarding Council Fire's ease of collaboration, highlighting their team as approachable and integrative. One client noted that the strategists were 'easy to work with' and emphasized the strong mentorship provided by George. Additionally, their timely and organized communication, even amidst language barriers, further reinforces the positive feedback. Overall, clients appreciate the seamless integration of Council Fire into their teams, fostering trust and effective collaboration.

Strategy & Consulting for Environmental Nonprofit

4.0 Apr 8, 2020

Council Fire has a team of very good strategists that are easy to work with. They integrate with our team. They never felt like just any other consultant or advisor.
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Industry Experience

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

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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 providing good value for money, with investments ranging from $40,000 to $60,000 for extensive consulting projects. One client noted the positive impact of their strategic guidance, stating, "We felt well-prepared and knew which direction to head with our work." Another emphasized their excellent communication and project management, describing the experience as "great." Overall, clients appreciate the holistic approach and industry expertise, though they advise potential customers to clarify their objectives.
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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 Professional
Clients consistently express high satisfaction with Key People's professionalism, noting their effective communication and support throughout the recruitment process. One client highlighted their ability to understand unique needs and provide tailored solutions, stating, "They can find the way to every customer." Overall, the sentiment is overwhelmingly positive, with clients appreciating the professionalism and dedication of the Key People team, which facilitated successful hiring outcomes.

Human Resources Services for Software Development Company

5.0 Jan 16, 2023

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

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

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have consistently praised Key People's cost-effectiveness and value for money. One client noted that their pricing fit within budget, while another highlighted their competitive rates, stating they placed the most candidates at favorable prices. Overall, feedback reflects a strong sentiment regarding the company's ability to deliver high-quality candidates efficiently, with many clients expressing satisfaction with the service provided relative to the investment made.
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Cyprus (4) Germany (1) England (1)
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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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What Clients Have Said
Clients consistently highlight Mighty Financial's competitive pricing and strong value for money. One review noted that the pricing 'fit our budget' and provided 'good value for cost,' while another emphasized their flexibility in project scope and budget. Overall, the sentiment is positive, with clients appreciating the balance of cost and quality of service, leading to improved operational efficiencies and successful project outcomes.
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Brainy Advisors

5.0 3 reviews

$1,000+

$25 - $49 / hr

10 - 49

Houston, TX

Services provided

10% Financial Consulting

30% Accounting

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

10% Back Office Outsourcing

10% Business Valuation Services

10% Digital Asset Management

10% Fractional CFO Services

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

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

Accounting & Financial Advising for E-Commerce Store

5.0 May 6, 2024

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

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

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Average Project Cost Breakdown

Less than $10,000 (2)

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

4.6 9 reviews

$10,000+

$150 - $199 / hr

10 - 49

Washington, DC

Services provided

10% Financial Consulting

75% Branding

15% Business Consulting

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

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Reviews mention Personable
Clients consistently commend Illustria for their personable approach, emphasizing the team's exceptional listening skills and relationship-building efforts. One client noted, 'They took copious notes and listened more than they talked,' highlighting their dedication to understanding organizational needs. Another client appreciated their personal touch, stating, 'That reassured us that we were in good hands.' Overall, the sentiment reflects a strong appreciation for Illustria's ability to foster trust and engagement throughout the project.

Branding & Logo Design for Nonprofit Service Provider

4.0 May 30, 2019

We also appreciated their personal approach and the way they built the relationship with us from Day One even though they are several states away. That reassured us that we were in good hands.
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Industry Experience

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

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Illustria's services as offering good value for money, with several noting that their investment yielded positive results. One client mentioned spending less than $20,000 for comprehensive branding solutions, while another highlighted a project costing under $10,000 that significantly improved engagement metrics. However, some reviews indicated that cost remains a consideration for smaller businesses, suggesting that Illustria should ensure their value consistently aligns with the investment required.
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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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Lalea & Black

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Beverly Hills, CA

Services provided

10% Financial Consulting

60% Accounting

20% Business Consulting +1 service

10% Finance & Accounting Outsourcing (FAO)

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

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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 1 review

$25,000+

Undisclosed

2 - 9

Fayetteville, AR

Services provided

10% Financial Consulting

25% Corporate Training & Coaching

25% Mobile App Development +3 services

15% Business Consulting

15% Custom Software Development

10% Other Application Development

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

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Industry Experience

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

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Average Project Cost Breakdown

$10,000,000 + (1)

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

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Harvard, MA

Services provided

20% Financial Consulting

40% Accounting

20% Commercial Financing +1 service

20% Financial Advising & Planning

Alexander Accountants, CPAs is a consulting company specializing in structuring businesses for optimal tax savings. With 100% positive feedback, clients commend their timely delivery, accuracy, and clear communication. Their expertise has resulted in significant tax savings, with one client noting a $15,000 reduction compared to an LLC setup.

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1 of 1 reviews is 5 stars

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews for Alexander Accountants, CPAs highlight their effectiveness in providing tax consulting services, with clients noting significant tax savings of $15,000 through optimized company structuring. Clients appreciate their timely delivery, accuracy, and clear communication, emphasizing a strong cultural fit and good value for cost. Overall sentiment reflects high satisfaction with their expertise and ongoing support, with no reported areas for improvement.
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Industry Experience

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

Less than $10,000 (1)

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

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Services provided

10% Financial Consulting

80% Financial Advising & Planning

10% Business Consulting

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

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Reviews mention Knowledgeable
Clients frequently commend Imperial Advisory, CFOs for their extensive industry knowledge and professionalism. One reviewer noted their impressive ability to conduct needs analysis effectively, while another highlighted their exceptional quality of work and responsiveness throughout the project. The overall sentiment reflects a strong confidence in their expertise, with no reported areas for improvement.

Business Consulting for Executive Search Firm

4.5 Oct 14, 2023

We're impressed with their professionalism, high-quality work, and extensive industry knowledge.
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0 of 1 Financial Consulting reviews are 5 stars

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 1 review

$5,000+

$100 - $149 / hr

2 - 9

San Jose, CA

Services provided

10% Financial Consulting

40% Market Research

30% Business Consulting +1 service

20% Marketing Strategy

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Katy, TX

Services provided

10% Financial Consulting

50% Content Marketing

30% Social Media Marketing +1 service

10% Business Consulting

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

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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 1 review

$1,000+

$25 - $49 / hr

10 - 49

Houston, TX

Services provided

10% Financial Consulting

40% Logistics & Supply Chain Consulting

20% Ecommerce Marketing +3 services

10% Business Consulting

10% Fulfillment

10% Warehousing & Distribution

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

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Industry Experience

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

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Average Project Cost Breakdown

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

Brankit is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Greyson Tax & Consulting

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Columbus, OH

Services provided

10% Financial Consulting

75% Accounting

15% Business Consulting

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

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Industry Experience

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

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What Clients Have Said
Clients have expressed strong satisfaction with Greyson Tax & Consulting's value for money, noting significant cost savings. One client reported saving approximately $30,000 in taxes due to their expertise, indicating that the services provided more than justify the costs. The timely communication and comprehensive support further enhance their perceived value, leading clients to recommend trusting the firm's guidance for optimal financial outcomes.
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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 Communicative
The feedback regarding The Social Cafe's communication is overwhelmingly positive. Clients noted the 'very effective' workflow and appreciated the team's transparency throughout the project. One client emphasized the 'impressive' communication, stating that all questions were answered 'quickly and nicely,' which contributed to a smooth onboarding process. Overall, clients felt well-informed and supported, highlighting the importance of clear communication in achieving successful project outcomes.

Web Design for Miami-Based Bakery

5.0 Jul 18, 2020

The communication and transparency. It was really nice being able to see the steps our website was taking to come to live. VERY Effective. They educated us on so many things we were unfamiliar with. Any question we had were answered so quickly and nicely.
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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (2)

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

5.0 2 reviews

$1,000+

$200 - $300 / hr

2 - 9

Matthews, NC

Services provided

20% Financial Consulting

20% Business Consulting

20% Business Continuity Management +2 services

20% Business Valuation Services

20% Finance & Accounting Outsourcing (FAO)

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

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2 of 2 reviews are 5 stars

2 new reviews for Financial Consulting services

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of Turner Business Appraisers reflect a strong overall sentiment of satisfaction among clients. Notably, a client praised their integrity and transparency, stating that the appraisal provided a fair market value, enabling a successful sale. Another client highlighted their exceptional project management and negotiation skills, achieving a deal that exceeded expectations. Both reviews emphasized excellent communication and a thorough understanding of the clients' needs, with no identified areas for improvement.
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2 of 2 Financial Consulting reviews are 5 stars

2 new reviews for Financial Consulting in past 6 months

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

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

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

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