# Top Strategic Financial Planning Firms in the United States Recommended Financial Advising & Planning companies in United States include Rise Accounting, SoftPak Financial Systems, Inc, Mortar Group, Manay CPA, Dark Horse CPAs, Zinman & Company, PC, ICT Lions, leadforce.info, TGG Accounting, ArboHQ. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Strategic Financial Planning Firms in the United States Ratings Updated: Jul 15, 2026 ### [Rise Accounting](https://clutch.co/profile/rise-accounting) #### 4.9 out of 5 star rating (30 reviews) - 50 - 249 employees - Charlotte, NC #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Finance & Accounting Outsourcing (FAO) - 25% Financial Advising & Planning - 25% Fractional CFO Services #### Company description Rise Accounting is a firm specializing in comprehensive financial advising, planning, and accounting services. With a focus on responsiveness and flexibility, 100% of reviewers commend their timely delivery and professional approach. Clients appreciate their personalized attention and value-aligned services, though 20% suggest a more integrated service presentation. Overall, Rise Accounting demonstrates an adeptness in optimizing financial operations and advisory services. [Visit Website](https://riseaccounting.co.uk?utm_source=clutch.co&utm_medium=referral) #### Experience in 14 industries Rise Accounting has demonstrated strong expertise across various industries, including Human Resources, Consulting, Manufacturing, Healthcare, Information Technology, and Financial Services. Clients commend their responsiveness, timely deliverables, and the value for cost they provide. Particularly in sectors like Healthcare and Information Technology, they have been noted for their ability to handle complex accounting needs effectively. Overall, the feedback indicates a positive sentiment, highlighting Rise Accounting as a reliable partner for businesses seeking comprehensive accounting solutions. [Read All Reviews](https://clutch.co/profile/rise-accounting?verified=true#reviews) ##### Human Resources Experience Rise Accounting demonstrates strong expertise in the Human Resources sector, particularly in payroll and bookkeeping services, as evidenced by a client's positive feedback on timely deliverables and professional communication. Their ability to provide comprehensive and scalable solutions contributes to client satisfaction. The company's responsiveness and value for cost make it a compelling choice for businesses seeking reliable HR consultancy and financial management support. - 1 review for human resources industry - Unknown avg. project cost - Accounting for HR Consulting Company (4.5/5, Aug 7, 2025): Rise Accounting provides accounting services for an HR consulting company. The team is responsible for handling the client's monthly bookkeeping, payroll, annual accounts, and VAT returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/396429) ##### Consulting Experience Rise Accounting has garnered positive feedback in the consulting industry, particularly for their expertise in accounting services. Clients commend their responsiveness, timely project delivery, and competitive pricing. The firm effectively addresses diverse needs, from company incorporation to full accounting management, demonstrating a strong commitment to accuracy and efficiency. Overall, their organizational skills and impactful results make them a suitable partner for consulting firms seeking reliable accounting solutions. - 2 reviews for consulting industry - 2 reviews are 5 stars - Unknown avg. project cost - Accounting Services for Nuclear Fusion Company (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a nuclear fusion company. The team handles the client's full accounting needs every month. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394936) - Accounting Services for Engineering Consulting Company (5.0/5, Aug 6, 2025): Rise Accounting provides accounting services for an engineering consulting company. The team handles company incorporation, VAT registration, payroll, and overall accounting tasks. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/396010) ##### Manufacturing Experience Rise Accounting has received positive feedback from clients in the Manufacturing industry, particularly noted by a Procurement Specialist at Moley Services UK Ltd. They excel in providing comprehensive accounting services, including bookkeeping and payroll, with a focus on responsiveness and punctuality. Clients appreciate their ability to deliver solutions quickly and effectively, indicating they can meet the specific needs of manufacturing businesses. Overall, Rise Accounting is positioned as a reliable partner for companies seeking efficient financial management. - 1 review for manufacturing industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Robotic Kitchen Company (5.0/5, Aug 6, 2025): Rise Accounting provides accounting services for a robotic kitchen company. The team handles bookkeeping, payroll, and VAT returns, and also offers accounting guidance. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395914) ##### Healthcare Experience Rise Accounting has demonstrated expertise in the Healthcare sector, as evidenced by their work with clients like MultiplAI Health and Slimmr Ltd. Client feedback emphasizes their responsiveness, flexibility, and ability to efficiently manage accounting operations, statutory reporting, and tax matters. The overall sentiment reflects a strong partnership, with clients appreciating the quality of service and timely deliverables. Their alignment with client values and the capability to optimize resources positions Rise Accounting as a suitable choice for businesses in the Healthcare industry. - 2 reviews for healthcare industry - 2 reviews are 5 stars - Less than $10,000 avg. project cost - Accounting & Tax Mgmt for Weight Loss Solutions Co (5.0/5, Aug 5, 2025): Rise Accounting provides accounting services for a weight loss solutions company. The team handles statutory accounts, management accounts, and tax advice. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395638) - Accounting Services for Preventative Healthcare Insights Co (5.0/5, Aug 6, 2025): Rise Accounting provides accounting services for a preventive healthcare insights firm. They manage payroll, taxes, operational accounting, and monthly and annual holding-level accounting and reporting. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395862) ##### Information technology Experience Rise Accounting has received positive feedback from clients in the Information Technology sector, highlighting their expertise in accounting and regulatory reporting. Clients commend their efficient project management, timely communication, and ability to reduce errors in bookkeeping processes. Notably, they have become integral to their clients' operations, demonstrating a strong commitment to success and a professional approach. Overall, potential clients in the IT industry may find Rise Accounting to be a strong fit for their accounting needs. - 7 reviews for information technology industry - 6 reviews are 5 stars - Less than $10,000 avg. project cost - Accounting for Cloud Computing Company (5.0/5, Aug 1, 2025): Rise Accounting provided accounting services for a cloud computing company. The team was responsible for managing the client's bookkeeping and tax returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394968) - Accounting Services for AI Productivity Platform (4.5/5, Aug 2, 2025): Rise Accounting provides accounting services for an AI productivity platform. The team manages the client's monthly and annual accounts, payroll, expenses reconciliation, VAT returns, and corporation tax. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395124) - Accounting Services for IT Company (5.0/5, Aug 3, 2025): Rise Accounting provides accounting services for an IT company. The team handles regulatory reporting and supports the client's accounting activities. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395215) - Accounting for AI Platform (5.0/5, Aug 4, 2025): Rise Accounting provides accounting services for an AI platform. The team has handled all the client's accounting needs, including bookkeeping and financial reporting. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395337) - Accounting & Bookkeeping Services for AI Learning Tools Co (5.0/5, Aug 4, 2025): Rise Accounting provides ongoing accounting services for an AI learning tools company. The team is responsible for preparing the client's monthly and yearly accounts and filing their returns with HMRC. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395432) - Accounting & Bookkeeping Services for IT Company (5.0/5, Aug 5, 2025): Rise Accounting provides accounting services for an IT company. The team handles all of the client's accounting and filing tasks, including bookkeeping and tax filing. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395620) - Accounting Services for Luxury Search Engine (5.0/5, Aug 5, 2025): Rise Accounting provides accounting services for a luxury search engine. The team handles bookkeeping, tax services, and end-of-year accounts. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395633) ##### Restaurants Experience Rise Accounting has received positive feedback from clients in the Restaurants industry, highlighting their expertise in accounting and financial advising. A Director at Pintus noted their focus on tax planning and scalable services, which contributed to improved customer satisfaction and operational efficiency. Clients appreciated the timely delivery of services and their proactive approach in addressing queries, confirming Rise Accounting as a strong choice for restaurants seeking reliable financial support. - 1 review for restaurants industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & Financial Consulting for Restaurant (5.0/5, Aug 4, 2025): Rise Accounting provides accounting and financial advisory services for a restaurant. The team helps with tax planning and provides scalable services, focusing on keeping the client's books up to date. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395532) ##### Financial services Experience Rise Accounting has received positive feedback from clients in the Financial services industry, highlighting their expertise in tax returns, payroll, and accounting automation. Clients commend their timely project delivery, attention to detail, and exceptional communication. The firm's competitive pricing and personal service have been noted as significant strengths, making it a suitable choice for companies seeking reliable financial management solutions. - 2 reviews for financial services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for AI Agent Company (5.0/5, Aug 4, 2025): Rise Accounting provides accounting services for an AI agent company. The team handles the client's tax returns, bookkeeping, payroll, and accounting automation. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395401) - Accounting & Payroll Processing for Venture Capital Fund (4.5/5, Aug 4, 2025): Rise Accounting provides accounting services for a venture capital fund. The team is responsible for handling the client's tax returns and payroll. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395419) ##### Retail Experience Rise Accounting has received positive feedback from clients in the Retail industry, particularly for their comprehensive suite of accounting services tailored to retail operations. A CEO of an international retail brand noted significant improvements in reconciliation speed and cash flow visibility, achieving over 40% reduction in month-end reconciliation time. Their strengths lie in delivering timely, clear communication and personalized service, making them a strong candidate for retail businesses seeking reliable financial management and strategic advice. - 1 review for retail industry - $10,000 – $49,000 avg. project cost - Accounting & Financial Consulting for Retail Brand (4.5/5, Aug 4, 2025): Rise Accounting provides accounting services for a retail brand. The team has set up the client's bookkeeping system, prepared year-end financial statements, and offered strategic advice about cash flow. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395410) ##### Software Experience Rise Accounting has received consistently positive feedback from their clients in the Software industry, highlighting their expertise in financial management and compliance. Clients appreciate their professionalism, responsiveness, and ability to deliver on time, contributing to significant tax savings and operational efficiency. Notably, their involvement has led to high employee satisfaction and seamless integration with various software firms. Overall, Rise Accounting is well-regarded for their strong project management and supportive client relationships, making them a solid choice for businesses in the Software sector. - 5 reviews for software industry - 4 reviews are 5 stars - Less than $10,000 avg. project cost - Bookkeeping Services for Software Development Company (5.0/5, Aug 1, 2025): Rise Accounting provides ongoing bookkeeping services for a software development company. The team also helps with the client's day-to-day accounting, year-end accounts, and general tax advice. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394912) - Accounting & Bookkeeping for Digital Therapeutic Systems Co (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a digital therapeutic systems company. The team assists with bookkeeping, tax efficiency, and the client's company structure. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394931) - Accounting Services for Software Company (5.0/5, Aug 1, 2025): Rise Accounting provides ongoing accounting services for a software company. The team manages the client’s finances, including VAT and personal and yearly tax returns, and provides ongoing consulting support. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394965) - Accounting for AI Consulting Company (4.5/5, Aug 4, 2025): Rise Accounting provides accounting services for an AI consulting company. The team has set up the client's accounts and now handles all their accounting needs. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395399) - Accounting & Payroll for Decision-Making Systems Company (5.0/5, Aug 4, 2025): Rise Accounting provides accounting and payroll services for a decision-making systems company. The team handles expenses, VAT, annual accounts, tax management, payslip administration, and employee follow-up. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395409) ##### eCommerce Experience Rise Accounting demonstrates strong expertise in the eCommerce sector, as highlighted by clients from software and sustainable fashion industries. They effectively manage accounting tasks, ensuring clean records and timely submissions. Clients appreciate their excellent communication, cultural fit, and proactive approach to addressing queries. Overall, the sentiment is highly positive, indicating that Rise Accounting is well-suited for eCommerce businesses seeking reliable and efficient accounting solutions. - 2 reviews for ecommerce industry - 2 reviews are 5 stars - Unknown avg. project cost - Accounting for Fashion Marketplace (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a fashion marketplace. The team handles monthly bookkeeping, managing and submitting VAT accounts, and submitting year-end accounts. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394896) - Accounting & Bookkeeping Services for Software Services Co (5.0/5, Aug 4, 2025): Rise Accounting provides accounting and bookkeeping services for a software services company. The team handles payroll, expenses, financial accounts, and VAT. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395404) ##### Business services Experience Rise Accounting has received positive feedback from clients in the Business services industry, highlighting their professionalism, timely delivery, and high-quality work. Clients appreciate the company's strong culture fit and value for cost, noting that Rise Accounting consistently meets project milestones and responds promptly to inquiries. Their ability to go above and beyond in providing support has significantly contributed to project success, making them a reliable choice for businesses seeking quality accounting services. - 1 review for business services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting & Bookkeeping Services for ePOS Systems Provider (5.0/5, Aug 4, 2025): Rise Accounting provides accounting services for an ePOS systems provider. The team handles the client's VAT, corporation tax, and bookkeeping. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395358) ##### Food & Beverage Experience Rise Accounting has demonstrated strong expertise in the Food & Beverage industry, particularly in managing bookkeeping and financial reporting. A client from Stocked commended their diligent service in handling complex accounting tasks, resulting in improved financial organization and management. The overall sentiment reflects satisfaction with their hard work and value, though there's a suggestion for enhanced understanding of industry-specific cost drivers and software integration. This indicates that Rise Accounting is a capable partner for businesses seeking reliable financial management in the Food & Beverage sector. - 1 review for food & beverage industry - Unknown avg. project cost - Accounting Services for Meal Kit Delivery Company (4.0/5, Aug 4, 2025): Rise Accounting provides ongoing accounting services for a meal kit delivery service. The team handles the client's bookkeeping, management accounts, and filings, including VAT and corporate tax returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395353) ##### Motion Pictures & Film Experience Rise Accounting demonstrates strong expertise in the Motion Pictures & Film industry, particularly in streamlining accounting processes for studios. Clients appreciate their personalized approach and timely project management, which have led to improved financial oversight and efficiency. One client noted significant changes in their accounting practices, highlighting Rise's understanding of industry-specific needs. Overall, their commitment to providing valuable insights and support positions them as a suitable partner for businesses in the Motion Pictures & Film sector. - 1 review for motion pictures & film industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Studio Rental Company (5.0/5, Aug 1, 2025): Rise Accounting provides ongoing accounting services for a studio rental company. The team handles all the client's bookkeeping, monthly PAYE, tax filings, and corporate and personal tax returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394939) ##### Construction Experience Rise Accounting has been positively reviewed by clients in the construction industry, highlighting their expertise in comprehensive accounting services, including bookkeeping, VAT returns, and payroll management. Clients appreciate their responsive communication and organizational skills, noting that they effectively alleviate stress associated with financial management. The overall sentiment indicates that Rise Accounting is a strong contender for construction companies seeking reliable accounting solutions, as they deliver on time and maintain a commendable standard of work. - 1 review for construction industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Construction Company (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a construction company. Their work includes monthly bookkeeping, VAT returns, payroll, year-end accounts, confirmation statements, and consulting. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394854) #### Very responsive Rise Accounting is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. #### Completed projects in 2 countries - Wales (1 projects) - England (21 projects) [View Reviews](https://clutch.co/profile/rise-accounting?verified=true#reviews) #### 5% of employees work in Charlotte office Charlotte, NC 101 South Tryon Street 1 employees [See All Locations (2)](https://clutch.co/profile/rise-accounting#location) --- ### [SoftPak Financial Systems, Inc](https://clutch.co/profile/softpak-financial-systems) #### 5 out of 5 star rating (8 reviews) - $75,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees - Wayland, MA #### Services Provided - Allocation of Expertise by Percentage - 50% Custom Software Development - 50% Financial Advising & Planning #### Company description SoftPak Financial Systems, Inc is a Financial Advising and Planning company known for its strategic investment advisory and wealth management services. They received 100% positive feedback, with clients praising their ability to forecast trends and align financial solutions with strategic visions, ensuring projects are both under budget and ahead of schedule. [Visit Website](https://www.softpak.com/) #### 1 review mentions Financial Advising & Planning Financial Advising & Planning for Hospitality Mgmt Company 5.0/5 — SoftPak Financial Systems, Inc created a multi-year financial plan for a hospitality management firm's resort renovation and hotel acquisition projects. They also outlined ROI projections and financing options. - 1 of 1 Financial Advising & Planning reviews are 5 stars - 1 new review for Financial Advising & Planning in past 6 months - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/softpak-financial-systems/337570) #### Experience in 3 industries SoftPak Financial Systems, Inc. has garnered positive feedback across various industries, including Hospitality & Leisure, Financial Services, and Telecommunications. In Hospitality, they excelled in financial planning and project management, leading to increased bookings and brand prominence. In Financial Services, their custom compliance and risk management solutions improved risk assessment and operational efficiency. Within Telecommunications, their IT staff augmentation significantly enhanced product development and connectivity, fostering innovation. Overall, they are praised for their expertise, responsiveness, and ability to integrate seamlessly with client teams. [Read All Reviews](https://clutch.co/profile/softpak-financial-systems?verified=true#reviews) ##### Hospitality & leisure Experience SoftPak Financial Systems, Inc. has demonstrated strong expertise in the Hospitality & Leisure sector, successfully managing complex projects such as resort renovations and hotel acquisitions. Clients appreciate their proactive approach to financial planning, transparency in communication, and ability to deliver results ahead of schedule and under budget. Their support helped elevate brand prominence and operational efficiency, making them a valuable partner for businesses aiming to enhance their competitive edge in the industry. - 1 review for hospitality & leisure industry - 1 review is 5 stars - Unknown avg. project cost - Financial Advising & Planning for Hospitality Mgmt Company (5.0/5, Dec 14, 2024): SoftPak Financial Systems, Inc created a multi-year financial plan for a hospitality management firm's resort renovation and hotel acquisition projects. They also outlined ROI projections and financing options. [Read Full Review](https://clutch.co/go-to-review/softpak-financial-systems/337570) ##### Financial services Experience SoftPak Financial Systems, Inc demonstrates strong expertise in the financial services sector, particularly in compliance, risk management, and fraud detection. Clients highlight their ability to customize solutions that significantly improve operational efficiency and compliance capabilities. Positive feedback emphasizes their attentive project management, timely delivery, and effective communication. Overall, their technological proficiency and collaborative approach suggest they are well-equipped to meet the specific needs of potential clients in the financial services industry. - 2 reviews for financial services industry - 2 reviews are 5 stars - Unknown avg. project cost - IT Staff Augmentation for Financial Services Firm (5.0/5, Dec 10, 2024): A financial services firm tapped SoftPak Financial Systems, Inc to provide resources to scale their development team. These resources specialized in AI and data analytics and assisted with various projects. [Read Full Review](https://clutch.co/go-to-review/softpak-financial-systems/336443) - Custom Software Dev for Investment Co (5.0/5, Dec 12, 2024): SoftPak Financial Systems, Inc built a compliance and risk management system for an investment company.  The team created a customized dashboard, automated compliance tracking, and alarm systems. [Read Full Review](https://clutch.co/go-to-review/softpak-financial-systems/337013) ##### Telecommunications Experience SoftPak Financial Systems, Inc has received positive feedback from clients in the Telecommunications industry, highlighting their expertise in IoT architecture and device connectivity. Clients noted the company’s ability to seamlessly integrate skilled engineers, significantly reducing development cycles and enhancing platform scalability. Their project management was commended for timely deliverables and responsive communication. Overall, SoftPak's proactive approach and technical proficiency have made a considerable impact, making them a strong partner for businesses seeking to innovate within the Telecommunications sector. - 2 reviews for telecommunications industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Financial System Dev & Design for Networking Solutions Co (5.0/5, Oct 3, 2024): SoftPak Financial Systems, Inc developed a custom financial management system for a networking solutions company. The team designed the UI and integrated forecasting algorithms and reporting capabilities. [Read Full Review](https://clutch.co/go-to-review/softpak-financial-systems/319488) - IT Staff Augmentation Services for Telecommunications Co (5.0/5, Oct 4, 2024): SoftPak Financial Systems, Inc provided IT staff augmentation services for a telecommunications company. The team was responsible for developing IoT architecture and smart service integrations. [Read Full Review](https://clutch.co/go-to-review/softpak-financial-systems/319809) #### 5.0 out of 5.0 rating for cost What Clients Have Said SoftPak Financial Systems, Inc is consistently praised for its competitive pricing and overall value for money. Clients highlight that the company's pricing aligns well with their budgets, offering good value for the services provided. For instance, one client noted that SoftPak's pricing fit their budget while delivering high-quality outcomes, such as improved financial planning accuracy and operational efficiency. Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance between cost and quality. [Read All Reviews](https://clutch.co/profile/softpak-financial-systems?verified=true#reviews) - $10,000 to $49,000 (1 reviews) #### Completed projects in 3 countries - Australia (1 projects) - United States (2 projects) - England (1 projects) This provider is available in 1 time zone: - Eastern Standard Time (EST) This provider is fluent in 4 languages: - English - Arabic - Hindi - Spanish [View Reviews](https://clutch.co/profile/softpak-financial-systems?verified=true#reviews) --- ### [Mortar Group](https://clutch.co/profile/mortar-group) #### 5 out of 5 star rating (1 reviews) - $25,000+ minimum project size - 2 - 9 employees - Brooklyn, NY #### Services Provided - Allocation of Expertise by Percentage - 60% Commercial Development - 10% Financial Advising & Planning - 30% Funding & Investment #### Company description Mortar Group is a real estate investment firm offering comprehensive investment services, as evidenced by their ability to deliver financial returns exceeding 25% over three years. All reviews reflect positive feedback, highlighting their excellent team and effective virtual communication, with 100% of reviewers praising their performance and indicating no areas for improvement. [Visit Website](https://mortargroup.com/?utm_source=clutch.co&utm_medium=referral) #### Reviewed 1 time in the past 6 months In the past six months, client feedback for Mortar Group has been overwhelmingly positive. A director at a financial services company noted the team's effectiveness in enhancing real estate return performance, achieving over 25% financial returns within three years. Clients praised the professionalism and communication skills of the Mortar Group team, highlighting their impressive support and seamless project management. No areas for improvement were identified, indicating strong client satisfaction. - 1 of 1 reviews is 5 stars - Unknown avg. project cost [Read 1 Recent Review](https://clutch.co/profile/mortar-group?sort_by=date_desc&verified=true#reviews) #### Experience in 1 industry The Mortar Group has demonstrated significant expertise in the financial services industry, particularly in enhancing real estate return performance. Clients report impressive financial returns exceeding 25% over three years, highlighting the provider's strong impact and project management capabilities. Feedback emphasizes the professionalism and competence of their team, suggesting they are a strong fit for financial organizations seeking growth support and operational resources. [Read All Reviews](https://clutch.co/profile/mortar-group?verified=true#reviews) ##### Financial services Experience Mortar Group has received positive feedback in the Financial services industry, particularly for their expertise in real estate investment strategies. Clients commend their strong project management, achieving over 25% financial returns within three years. The team is noted for their effective communication and exceptional personnel, contributing to successful long-term partnerships. Overall, Mortar Group is well-regarded for its ability to enhance investment performance, making them a strong candidate for firms seeking growth and operational support in the financial sector. - 1 review for financial services industry - 1 review is 5 stars - Unknown avg. project cost - Real Estate Investment Support for Financial Services Co (5.0/5, Apr 30, 2026): Mortar Group has helped a financial services company invest in real estate. The team has handled everything related to that effort. [Read Full Review](https://clutch.co/go-to-review/mortar-group/453958) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have expressed high satisfaction with Mortar Group's cost-effectiveness, highlighting a return on investment exceeding 25% within three years. One client noted their choice of Mortar Group over competitors due to proximity and found their services to deliver significant value without any identified areas for improvement. Overall sentiment reflects that the company provides exceptional value for money, making it a compelling option for prospective buyers. [Read All Reviews](https://clutch.co/profile/mortar-group?verified=true#reviews) --- ### [Manay CPA](https://clutch.co/profile/manay-cpa) - 50 - 249 employees - Marietta, GA #### Services Provided - Allocation of Expertise by Percentage - 45% Accounting - 5% Commercial Financing - 20% Financial Advising & Planning - 10% HR Consulting - 15% Business Consulting - 5% PEO/Employee Leasing #### Company description Manay CPA is an Accounting company based in Marietta, Georgia and Atlanta, Georgia. Their services include Accounting and Financial Advising & Planning. [Visit Website](https://www.manaycpa.com) #### Very responsive Manay CPA is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [Dark Horse CPAs](https://clutch.co/profile/dark-horse-cpas) - $1,000+ minimum project size - $300+ average hourly rate - 50 - 249 employees - Encinitas, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 40% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning #### Company description Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia. [Visit Website](https://www.darkhorse.cpa) --- ### [Zinman & Company, PC](https://clutch.co/profile/zinman-company-pc) - 10 - 49 employees - Southampton, PA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Commercial Financing - 20% Financial Advising & Planning - 20% Financial Consulting - 20% Business Consulting #### Company description Headquartered in Southampton, Pennsylvania, Zinman & Company, PC is a Business Consulting company. They focus on Business Consulting and Commercial Financing. [Visit Website](https://www.thecpa.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) --- ### [ICT Lions](https://clutch.co/profile/ict-lions) - $25 - $49 average hourly rate - 2 - 9 employees - Bridgeport, CT #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 30% Financial Advising & Planning - 30% Financial Consulting #### Company description ICT Lions, an Accounting company, is in Bridgeport, Connecticut. The team provides Accounting and Financial Advising & Planning. [Visit Website](https://www.ictlions.com) #### Very responsive ICT Lions is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [leadforce.info](https://clutch.co/profile/leadforceinfo) #### 4.6 out of 5 star rating (21 reviews) - 10 - 49 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 15% Financial Advising & Planning - 35% Financial Consulting - 45% Funding & Investment - 5% Other Marketing #### Company description leadforce.info is a lead generation company specializing in connecting businesses with potential investors and enhancing brand awareness through strategic outreach. Reviews reveal a mixed reception, with approximately 70% of clients expressing positive feedback about their timely delivery, effective communication, and valuable connections. However, about 30% of reviewers expressed dissatisfaction with unmet expectations concerning deliverables. [Visit Website](https://www.leadforce.info/) #### Reviewed 1 time in the past 6 months Recent reviews for leadforce.info highlight a strong performance in sourcing investment leads, with one client securing £250,000 from angel investors identified by the team. The client praised leadforce.info for excellent project management and timely delivery, noting their responsive support. Overall sentiment is highly positive, with no identified areas for improvement, reinforcing their reputation for value and alignment with client needs. - 1 of 1 reviews is 5 stars - Unknown avg. project cost [Read 1 Recent Review](https://clutch.co/profile/leadforceinfo?sort_by=date_desc&verified=true#reviews) #### Experience in 10 industries Leadforce.info has garnered positive feedback across various industries, particularly in Information Technology, Food & Beverage, and Business Services. Clients praised their expertise in lead generation, effective communication, and project management, noting significant impacts on capital raising efforts and investor engagement. While the sentiment is largely favorable, feedback from the Supply Chain and Logistics industry highlighted areas for improvement in deliverables. Overall, Leadforce.info is well-suited for organizations seeking investor outreach and business development in technology, food, and services sectors. [Read All Reviews](https://clutch.co/profile/leadforceinfo?verified=true#reviews) ##### Consumer Products Experience Leadforce.info demonstrates strong expertise in lead generation for the Consumer Products sector, particularly for sustainable electronics. Clients commend their hands-on approach and effective outreach strategies, successfully accessing quality leads and relevant investors. The company's transparent communication and project management enhance collaboration. Overall, Leadforce.info is well-regarded for delivering results and understanding client needs, making them a suitable partner for businesses seeking growth in the Consumer Products industry. - 1 review for consumer products industry - 1 review is 5 stars - Less than $10,000 avg. project cost - LinkedIn Lead Generation for Electronics Manufacturing Co (5.0/5, Jan 24, 2023): Leadforce.info provides an electronics manufacturing company with lead generation services over LinkedIn. Their team focuses on finding potential investors for the client to pitch to and onboard. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/177568) ##### Supply Chain, Logistics, and Transport Experience Client feedback highlights leadforce.info's expertise in connecting with startups in the Supply Chain, Logistics, and Transport sector. However, there are significant concerns regarding their deliverability and project management, with claims of unmet expectations and underperformance in lead generation efforts. Overall sentiment indicates disappointment, suggesting potential clients exercise caution and thoroughly evaluate alignment with their objectives before engagement. - 1 review for supply chain, logistics, and transport industry - Less than $10,000 avg. project cost - Lead Generation for Disposable Catering Products Co (0.5/5, Oct 17, 2025): leadforce.info provided lead generation services for a disposable catering products company. The team was tasked with generating leads and setting up meetings with investors. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/414082) ##### Food & Beverage Experience Leadforce.info has received positive feedback from Food & Beverage industry clients, highlighting their expertise in capital raising and lead generation. Clients praised their proactive approach, strong communication, and attention to detail, resulting in successful investor introductions and increased investment opportunities. Their ability to tailor strategies to specific business needs has significantly impacted clients, making them a valuable partner in the Food & Beverage sector. - 3 reviews for food & beverage industry - 3 reviews are 5 stars - Less than $10,000 avg. project cost - Funding & Investment Services for Drinks Company (5.0/5, Jul 23, 2025): leadforce.info provides funding and investment services for a drinks company. The team has helped the client raise capital through angel investors and supported the client in building their brand. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/392626) - Social Media Marketing for Drinks Agency (5.0/5, Jul 28, 2025): leadforce.info has been helping a drinks agency connect with leads on LinkedIn. The team's goal is to use positive communication with a friendly approach. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/393738) - Capital-Raising Services for Beverage Alcohol Consulting Co (5.0/5, Jul 29, 2025): leadforce.info provided capital-raising services for a beverage alcohol consulting company. The team conducted targeted investor research and engaged with potential investors. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/394025) ##### Business services Experience Leadforce.info has demonstrated significant expertise in enhancing brand awareness and generating valuable connections within the Business services industry. Clients commend their timely delivery and responsiveness to needs, noting measurable outcomes such as increased LinkedIn connections and investor engagement. Their focus on delivering promised services has earned them high ratings, indicating a strong fit for businesses seeking effective lead generation and investor relations support. - 1 review for business services industry - Less than $10,000 avg. project cost - Email & Social Media Marketing for Job-Finding Company (4.5/5, Oct 11, 2024): Leadforce.info provides email and social media marketing services for a job-finding company. The team generates LinkedIn connections and interest in the client's pitch deck and builds brand awareness. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/321486) ##### Retail Experience Leadforce.info has demonstrated a strong capability in the Retail industry, particularly for businesses in sustainable fashion. Clients appreciate their diligent outreach and effective strategies for audience acquisition, email campaigns, and social media engagement. The high-quality deliverables and timely project management have led to measurable outcomes such as increased CTR and conversions. Overall, the sentiment is positive, highlighting their expertise, commitment, and impactful results. - 1 review for retail industry - Less than $10,000 avg. project cost - Email Marketing & SMM for Fashion Company (4.0/5, Jun 20, 2024): A fashion company hired Leadforce.info for email marketing and social media management services. The client's goal was to increase their social media connections and target audience acquisition.  [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/295670) ##### Beauty & Cosmetics Experience Leadforce.info has received positive feedback for their expertise in the Beauty & Cosmetics industry, particularly in developing targeted outreach lists and securing investor meetings. Clients appreciate their effective communication and project management, noting that they deliver results on time and within budget. The company's strong value proposition and clarity in execution make them a reliable partner for businesses seeking growth in the Beauty & Cosmetics sector. - 1 review for beauty & cosmetics industry - Less than $10,000 avg. project cost - Market Research for Skin Products Company (4.5/5, Jan 4, 2024): Leadforce.info was hired to develop lists and reach out to investors and strategics. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/259499) ##### eCommerce Experience Leadforce.info demonstrates strong expertise in the eCommerce sector, particularly in live shopping initiatives. Clients praise their structured approach to project management and their ability to effectively identify and engage potential investors. The company's commitment and passion are highlighted as key strengths, with feedback indicating a high level of satisfaction and no notable areas for improvement. This positions Leadforce.info as a reliable choice for eCommerce businesses seeking targeted investor outreach and support. - 1 review for ecommerce industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Email Marketing & SMM for E-Commerce Company (5.0/5, Dec 5, 2023): Leadforce.info provided email marketing and SMM services for an e-commerce company. The team was responsible for identifying and targeting potential investors via email and LinkedIn for the client. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/254091) ##### Food & Beverages Experience Leadforce.info has demonstrated significant expertise in the Food & Beverages industry, specifically through their work with Better Nature, a leading tempeh brand. Their outreach strategy yielded impressive results, securing 180 new connections and engaging 45 investors from a targeted approach. Clients commend their efficiency, effective communication, and adherence to project timelines, indicating that Leadforce.info is a strong partner for businesses seeking investment and growth in the Foodtech sector. - 1 review for food & beverages industry - 1 review is 5 stars - Less than $10,000 avg. project cost - SMM for FoodTech Company (5.0/5, Nov 6, 2023): Leadforce.info provided social media marketing services for a foodtech company. The team is tasked with using LinkedIn to engage 500 prospective investors in the foodtech and climatetech sectors for the client. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/247359) ##### Wellness & Fitness Experience Leadforce.info demonstrates strong expertise in the Wellness & Fitness industry, as evidenced by their successful collaboration with Holodia, a VR fitness app. The client praised their resourcefulness and responsiveness, resulting in the successful raising of $400k for a crowdfunding campaign. Their ability to deliver timely results and adapt to client needs highlights their strengths in project management, making them a commendable choice for businesses seeking effective support in the Wellness & Fitness sector. - 1 review for wellness & fitness industry - 1 review is 5 stars - Less than $10,000 avg. project cost - SMM for VR Fitness Platform (5.0/5, May 3, 2023): Leadforce.info provided social media marketing for a VR fitness platform. The team was hired to promote the client's crowdfunding campaign. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/198954) ##### Other Industry Experience Leadforce.info has demonstrated strong expertise in the Other Industry, particularly in capital raising through strategic outreach. Clients appreciate their effective communication and timely project management, exemplified by their ability to secure investments for crowdfunding efforts. The overall sentiment reflects satisfaction with their value for cost, showcasing their strengths in providing detailed reports and a proactive approach to client needs, making them a viable option for businesses seeking similar services. - 1 review for other industry industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Lead Generation for Online Motorcycle Rental Marketplace (5.0/5, Apr 3, 2023): Leadforce.info provided lead generation services for an online motorcycle rental marketplace. The team helped execute a crowdfunding campaign, reaching out to potential investors via LinkedIn. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/191954) ##### Energy & natural resources Experience Leadforce.info has demonstrated strong expertise in the Energy & natural resources sector, particularly through effective investor outreach campaigns for companies focused on clean energy solutions. Their client, EarthGrid PBC, praised their efficiency, timely delivery, and cost-effective services in identifying potential investors to support innovative energy technologies. The positive feedback underscores Leadforce.info's capability to provide valuable support in achieving project objectives within this industry. - 1 review for energy & natural resources industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Lead Generation for Construction Company (5.0/5, Mar 15, 2023): Leadforce.info provided lead generation services for a construction company. They created an investor outreach campaign to find interested investors for the client via email and social media. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/187523) ##### Healthcare Experience Leadforce.info has demonstrated strong expertise in the Healthcare sector, particularly in AI-driven health technology for remote patient monitoring. Clients highlight their effective lead generation, responsiveness, and thorough communication as key strengths. The measurable outcomes from engagements include increased investment opportunities and potential customer outreach, indicating a positive impact on business growth. Overall, their proficiency in delivering actionable insights positions them as a valuable partner for Healthcare industry projects. - 1 review for healthcare industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Lead Generation Services for AI Health Tech Company (5.0/5, Dec 14, 2022): Leadforce provides business development application support, focusing on investment and customer outreach. They also did research and web scraping. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/172074) ##### Manufacturing Experience Leadforce.info demonstrates notable expertise in the Manufacturing industry, particularly in facilitating marketing efforts for companies like Biodel AG. Their professionalism, cost-effectiveness, and ability to generate meaningful connections with institutional investors have been highlighted positively. Clients appreciate their strategic insight into market structures and the efficient workflow. Overall, the sentiment is overwhelmingly positive, indicating Leadforce.info is a strong candidate for Manufacturing firms seeking effective marketing and fundraising support. - 1 review for manufacturing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Social Media Marketing for Agricultural Products Company (5.0/5, Dec 7, 2022): Leadforce provides social media marketing services for an agricultural products company. The team built a target list of institutional and crowdfunding investors from LinkedIn profiles. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/170806) ##### IT Services Experience Leadforce.info has received positive feedback from clients in the IT Services industry, highlighting their expertise in investor outreach and targeted campaign management. Clients commend their professionalism, responsiveness, and commitment to understanding specific project needs. The impactful results, including successful meetings with potential investors, demonstrate their strong capabilities in facilitating connections and supporting business growth. Overall, Leadforce.info appears to be a reliable partner for companies seeking tailored IT Services solutions. - 1 review for it services industry - Less than $10,000 avg. project cost - Lead Gen & Investor Outreach for AI Technology Company (4.5/5, Nov 7, 2022): Leadforce.info provided lead generation services for a human-centered AI technology company. They worked on finding and reaching out to potential investors to participate in the firm's funding round.  [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/165742) ##### Information technology Experience The feedback from clients in the Information Technology sector indicates that leadforce.info excels in sourcing quality leads for investment opportunities. Their expertise in identifying potential investors has resulted in successful funding outcomes, significantly impacting clients' project progress. The company's project management is praised for its timeliness and effective communication. Overall, clients express high satisfaction with the value and support provided, suggesting leadforce.info is a strong candidate for businesses seeking assistance in securing investment and enhancing operational efficiency. - 1 review for information technology industry - 1 review is 5 stars - Unknown avg. project cost - Lead Generation Services for Legal Tech Company (5.0/5, Jun 9, 2026): leadforce.info has provided lead generation services for a legal tech company. The team has identified LinkedIn profiles and email addresses of angel investors who could potentially invest in the company. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/463341) #### 4.7 out of 5.0 rating for cost What Clients Have Said Overall, client feedback on leadforce.info highlights a mixed sentiment regarding cost and value for money. Many clients appreciate the company's pricing as fitting their budget and providing good value, noting effective lead generation and supportive project management. For example, one client mentioned they secured substantial investment due to leadforce.info's efforts. However, some reviews indicate dissatisfaction with deliverables, suggesting that the perceived value may not always align with expectations. Therefore, while many find the service cost-effective, others caution against potential underdelivery. [Read All Reviews](https://clutch.co/profile/leadforceinfo?verified=true#reviews) - Less than $10,000 (15 reviews) #### Completed projects in 4 countries - Sweden (1 projects) - Switzerland (1 projects) - United States (10 projects) - England (4 projects) [View Reviews](https://clutch.co/profile/leadforceinfo?verified=true#reviews) --- ### [TGG Accounting](https://clutch.co/profile/tgg-accounting) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - 50 - 249 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Financial Advising & Planning #### Company description TGG Accounting is a financial services company specializing in running accounting and finance departments for businesses. The reviews highlight their cost-effectiveness, flexibility, and exceptional service, with 100% positive feedback emphasizing their strategic advice, clear communication, and ability to simplify financial processes. Clients appreciate TGG Accounting's expertise and ease of collaboration, noting it enhances their financial management significantly. [Visit Website](https://tgg-accounting.com/) #### High-quality work Clients consistently commend TGG Accounting for delivering high-quality work that significantly enhances their financial management. One client highlighted their 'superlative' performance, noting that their reports are not only effective but also tailored to unique needs. The firm’s ability to simplify complex financial concepts and their proactive communication were also praised, with feedback indicating that they make financial processes easier and more efficient. Overall, the sentiment reflects strong satisfaction with TGG's expertise and service quality. #### Experience in 1 industry TGG Accounting has demonstrated expertise primarily in the Legal Cannabis industry, where they provided comprehensive accounting support, strategic advice, and tailored financial reporting. Clients highlight their cost-effectiveness, swift project management, and clear communication, leading to improved budgeting processes and financial understanding. Overall, the sentiment towards TGG is highly positive, particularly in the cannabis sector, making them a strong candidate for clients seeking specialized financial services in this industry. [Read All Reviews](https://clutch.co/profile/tgg-accounting?verified=true#reviews) ##### Legal Cannabis Experience TGG Accounting has received positive feedback from clients in the Legal Cannabis industry, highlighting their expertise in financial management and strategic advisory. A co-founder of a leading media company praised their ability to provide tailored financial reporting, effective budgeting support, and seamless integration with existing systems. The overall sentiment reflects satisfaction with their cost-effectiveness, communication, and professionalism, making TGG a strong candidate for businesses seeking reliable accounting support in the Legal Cannabis sector. - 1 review for legal cannabis industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Accounting & Financial Services for Media & Events Company (5.0/5, Sep 11, 2021): TGG Accounting provides accounting and financial services for a media and events company. They are responsible for financial reports, including the status, budget, and provides advice about financial matters. [Read Full Review](https://clutch.co/go-to-review/tgg-accounting/130362) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have praised TGG Accounting for their cost-effectiveness, noting that they provide a higher level of expertise at a lower cost compared to in-house staff. One client specifically highlighted that TGG's services are 'far more cost-effective' and expressed willingness to retain them even at a higher price. Overall, the sentiment indicates strong value for money, reinforced by positive feedback on their efficiency and the quality of financial reports provided. [Read All Reviews](https://clutch.co/profile/tgg-accounting?verified=true#reviews) - $200,000 to $999,999 (1 reviews) --- ### [ArboHQ](https://clutch.co/profile/arbohq) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $25 - $49 average hourly rate - 2 - 9 employees - Atlanta, GA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description ArboHQ is an accounting services company specializing in bookkeeping, financial planning, and payroll management. They have consistently received positive feedback for their tailored, accurate, and detail-oriented services, with 100% of reviewers highlighting their exceptional customer service and expertise in simplifying financial concepts. Clients appreciate their proactive project management and the seamless integration of their services into clients' businesses. [Visit Website](https://www.arbohq.com) #### Detail-oriented Clients have highlighted ArboHQ's meticulous approach to financial management, noting their accuracy and attention to detail. One CEO emphasized that their team's work is 'very organized' and 'straightforward,' significantly improving the accounting processes of his startup. The responsiveness and clarity in communication were also praised, with clients feeling well-supported and informed throughout their engagements. Overall, the sentiment regarding ArboHQ's detail-oriented nature is highly positive. - Accounting & Bookkeeping for Recruitment & Staffing Startup (5.0/5, Jan 19, 2022): ArboHQ is fast in processing my requests, which is important for me. Their work is also accurate and detail-oriented. They offer support when I'm lost with something, and I can rely on their team’s timeliness and responsiveness — they made my company’s accounting processes smoother. [Read Full Review](https://clutch.co/go-to-review/arbohq/116058) #### Experience in 2 industries ArboHQ has demonstrated expertise primarily in the Human Resources and Advertising & Marketing industries. Clients commend their detailed financial management, timely communication, and exceptional customer service. In Human Resources, their support has been crucial for startups navigating complex financial tasks, while in Advertising & Marketing, they have customized solutions that alleviate accounting burdens. Overall, ArboHQ is viewed positively, particularly among startups and businesses seeking personalized financial services. [Read All Reviews](https://clutch.co/profile/arbohq?verified=true#reviews) ##### Human Resources Experience ArboHQ has received positive feedback in the Human Resources industry for its exceptional expertise in financial management and support tailored specifically for startups. Clients commend their accuracy, responsiveness, and detail-oriented service, which streamline payroll and accounting processes. Their proactive communication and effective project management enhance client relationships, making them a reliable choice for businesses seeking comprehensive financial solutions within the HR sector. - 1 review for human resources industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting & Bookkeeping for Recruitment & Staffing Startup (5.0/5, Jan 19, 2022): ArboHQ is a recruitment and staffing startup’s accounting partner. They monitor cash flow, manage payroll, and handle accounts receivable. Their team also supports the client in all things related to finances. [Read Full Review](https://clutch.co/go-to-review/arbohq/116058) ##### Advertising & marketing Experience ArboHQ has received positive feedback within the Advertising & marketing sector, highlighting their customized approach and exceptional customer service. Clients appreciate the company's ability to tailor solutions to specific business needs, ensuring effective communication and project management. The overall sentiment reflects satisfaction with their expertise, as they effectively manage accounting tasks, allowing clients to focus on their core activities. This commitment to client-centric service positions ArboHQ as a strong candidate for businesses seeking reliable support in the Advertising & marketing industry. - 1 review for advertising & marketing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Marketing & Advertising Agency (5.0/5, Jan 19, 2022): ArboHQ provides accounting services for a marketing and advertising company. They are managing the client's overall accounting activities. [Read Full Review](https://clutch.co/go-to-review/arbohq/9008) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients consistently praise ArboHQ for their cost-effectiveness and the value they provide. One client noted a monthly fee of $199, describing their services as organized, straightforward, and tailored to their needs. Another client appreciated the standard monthly rates, emphasizing that they were not forced into a generic package. Overall, feedback indicates that ArboHQ offers excellent customer service and personalized support, making their services a smart investment for businesses seeking reliable accounting solutions. [Read All Reviews](https://clutch.co/profile/arbohq?verified=true#reviews) - Less than $10,000 (1 reviews) - $10,000 to $49,000 (1 reviews) --- ### [Sensiba LLP](https://clutch.co/profile/sensiba-llp) #### 5 out of 5 star rating (10 reviews) - 250 - 999 employees - San Ramon, CA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 10% Compliance Consulting - 15% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 10% Financial Consulting - 20% Cybersecurity - 10% Business Consulting #### Company description Sensiba LLP is an auditing firm specializing in compliance and certification services, including SOC and ISO audits. The company consistently receives positive feedback for its professionalism, responsiveness, and thoroughness. Approximately 100% of reviewers highlight their timely project management and personal support, while many appreciate their expertise and alignment with client values. [Visit Website](https://sensiba.com/?utm_source=google&utm_medium=organic&utm_campaign=clutch.co) #### Collaborative Clients consistently highlight Sensiba LLP's collaborative approach, noting that their team, particularly liaison Mackenzie Thomas, is highly responsive and works diligently to clarify requests. One client emphasized that the collaborative attitude fostered a team effort throughout the project. Overall, feedback reflects a positive sentiment towards their collaborative nature, although there was a minor suggestion for improved clarity on initial requirements. - Compliance Consulting for IT Company (5.0/5, Jun 18, 2025): Mackenzie Thomas has been our main liaison for the initial certification and the annual audits. She is so responsive, and really works to clarify requests for evidence, etc. to ensure we understood what was needed to resolve any open items. We absolutely adore working with her. Their collaborative attitude really made it feel like a team effort. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/383138) #### Experience in 5 industries Sensiba LLP has demonstrated extensive expertise in various sectors, including Information Technology, Financial Services, and Telecommunications. Feedback highlights their strengths in managing compliance audits for SOC 1, SOC 2, and ISO 27001, showcasing professionalism and effective communication. Clients consistently noted their thoroughness, timely deliveries, and the ability to align with company values. Overall sentiment is positive across industries, indicating Sensiba LLP's strong capability as a partner for compliance and security projects. [Read All Reviews](https://clutch.co/profile/sensiba-llp?verified=true#reviews) ##### Consulting Experience Sensiba LLP has garnered positive feedback in the Consulting industry, particularly for its expertise in IT auditing, including ISO 27001 and SOC 2 audits. Clients commend their professionalism, timely project management, and effective communication, which led to successful audit outcomes and enhanced security. Their strong service quality positions them as a reliable partner for businesses seeking comprehensive consulting support. - 1 review for consulting industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity & IT Consulting for IT Auditing Company (5.0/5, Jul 9, 2025): Sensiba LLP provided ISO 27001 and SOC 2 audit services for an IT auditing company. The team delivered certification reports. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/388756) ##### Other Industry Experience Sensiba LLP has demonstrated exceptional expertise in the Other Industry, specifically in property assessment, by successfully delivering SOC2 and ISO27001 audits. Clients commend their outstanding professionalism, deep knowledge, and thorough approach, which led to seamless certification processes. Their commitment to meeting client needs and providing insightful guidance reinforces their strong reputation. Overall, Sensiba LLP is well-regarded in the Other Industry, making them a suitable choice for businesses seeking reliable auditing and compliance services. - 1 review for other industry industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Auditing Services for Property Assessment Co (5.0/5, Jun 25, 2025): 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 Full Review](https://clutch.co/go-to-review/sensiba-llp/385128) ##### Human Resources Experience Sensiba LLP has received positive feedback in the Human Resources sector, particularly for their expertise in completing SOC 1 and SOC 2 Type 2 certifications. Clients have highlighted their reliable project management, professional communication, and alignment of company values as key strengths. The overall sentiment is highly favorable, indicating that Sensiba LLP's commitment to quality and client satisfaction makes them a suitable partner for projects in the Human Resources industry. - 1 review for human resources industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Compliance Consulting for Payroll Software Company (5.0/5, Jun 25, 2025): Sensiba LLP provided compliance consulting services for a payroll software company. The team conducted SOC 2 Type 2 and SOC 1 Type 2 audits and created reports. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/384956) ##### IT Services Experience Sensiba LLP has garnered positive feedback for its expertise in IT services, particularly in facilitating SOC 2 Type II and GDPR audits. Clients commend their responsiveness and effective communication despite geographical challenges. The team's professionalism and knowledge across various domains are highlighted as key strengths, contributing to timely project delivery and successful certification outcomes. Overall, Sensiba LLP is positioned as a reliable partner for organizations seeking compliance and security solutions in the IT services sector. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity for AI Platform Service Provider (5.0/5, Jun 25, 2025): Sensiba LLP provided cybersecurity services for an AI platform service provider. The team conducted an audit to help the client obtain SOC 2 Type II certification and undergo a GDPR readiness audit. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/384914) ##### Information technology Experience Sensiba LLP has received positive feedback from clients in the Information Technology sector, particularly for their expertise in achieving HIPAA and SOC2 compliance. Clients appreciate their responsive communication and collaborative approach, which fosters a strong partnership. The successful issuance of compliance reports underscores their effectiveness, making them a reliable choice for businesses seeking compliance solutions in the IT industry. - 1 review for information technology industry - 1 review is 5 stars - Unknown avg. project cost - Compliance Consulting for IT Company (5.0/5, Jun 18, 2025): Sensiba LLP worked with an IT company to help them achieve HIPAA and SOC2 compliance and certification for an end client. This involved auditing the end client's environment. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/383138) ##### Advertising & marketing Experience Sensiba LLP has received positive feedback for their expertise and effectiveness in the Advertising & marketing industry, demonstrating a strong cultural fit and providing excellent value for cost. Clients appreciate their extensive knowledge and commitment to understanding specific business nuances, which enhances project success. The firm's ability to deliver on time and respond to client needs effectively positions them as a strong candidate for potential clients seeking reliable partners in this sector. - 1 review for advertising & marketing industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity for Digital Solutions Company (5.0/5, May 30, 2025): Sensiba LLP provided cybersecurity services for a digital solutions company. Their work focused on conducting a SOC 2 audit and providing support. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/378307) ##### Telecommunications Experience Sensiba LLP demonstrates strong expertise in the Telecommunications industry, particularly in compliance and certification processes, as noted by clients such as Yakchat Ltd. The firm is praised for its high ratings, alignment of values, and proactive project management, ensuring timely delivery and effective communication. Their commitment to data security and operational integrity aligns well with industry demands, making them a suitable choice for companies seeking reliable compliance solutions in telecommunications. - 1 review for telecommunications industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity Compliance Consulting for Comms Platform (5.0/5, May 22, 2025): Sensiba LLP provides compliance consulting for a communication platform. The team has helped the client achieve SoC 2 Type 1 and Type 2 certifications, as well as a HIPAA compliance certification. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/376414) ##### Software Experience Sensiba LLP demonstrates strong expertise in software compliance, particularly in achieving SOC 2 compliance for clients. Clients appreciate their personal support, timely project management, and alignment with company values. The feedback highlights the firm's cultural fit, budget-friendly pricing, and effective communication, indicating a solid reputation in the software industry. Overall, Sensiba LLP's strengths suggest they could be a reliable partner for businesses seeking guidance in compliance and process management. - 1 review for software industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity Services for Business Playbook Software Co (5.0/5, Sep 19, 2025): Sensiba LLP provides cybersecurity services for a business playbook software company. The team is responsible for assisting the client in achieving SOC 2 Type 1 and Type 2 compliance. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/407407) ##### Financial services Experience Client reviews highlight Sensiba LLP's expertise in conducting SOC audits within the Financial services industry, showcasing their ability to deliver timely and effective solutions. Clients praised their strong communication skills, responsiveness, and thoroughness in guiding the audit processes. The positive outcomes, including successful SOC compliance reports, underscore their impact on enhancing security and operational efficiency for businesses. Overall, Sensiba LLP is positioned as a valuable partner for organizations seeking reliable audit services in the Financial sector. - 2 reviews for financial services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Compliance Consulting for Financial Services Platform (5.0/5, May 22, 2025): Sensiba LLP provided SOC 2 Type 1 audit services for a financial services platform. The team assisted the client in establishing appropriate controls and crafting the required system description. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/376494) - Cybersecurity for Cloud-Based Applications Co (4.5/5, Jun 25, 2025): Sensiba LLP conducted SOC 1 Type II and SOC 2 Type II audits for a cloud-based applications company. They provided guidance on gathering evidence, a portal to upload evidence, and auditors to review the evidence. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/385112) #### Very responsive Sensiba LLP is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. #### Completed projects in 4 countries - Canada (1 projects) - Germany (1 projects) - South Korea (1 projects) - United States (6 projects) [View Reviews](https://clutch.co/profile/sensiba-llp?verified=true#reviews) --- ### [Imperial Advisory, CFOs](https://clutch.co/profile/imperial-advisory-cfos) #### 4.8 out of 5 star rating (2 reviews) - 2 - 9 employees - Valley Stream, NY #### Services Provided - Allocation of Expertise by Percentage - 80% Financial Advising & Planning - 10% Financial Consulting - 10% Business Consulting #### Company description Imperial Advisory, CFOs is a corporate financial advising firm specializing in financial planning and advisory services. The reviews reveal 100% positive feedback, highlighting the firm's professionalism, extensive industry knowledge, and high-quality work delivered ahead of deadlines. All reviewers emphasize their impressive needs analysis and responsiveness. [Visit Website](https://www.imperialgrp.com/) #### 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 (4.5/5, Oct 14, 2023): We're impressed with their professionalism, high-quality work, and extensive industry knowledge. [Read Full Review](https://clutch.co/go-to-review/imperial-advisory-cfos/241055) #### 1 review mentions Financial Advising & Planning Business Consulting for Executive Search Firm 4.5/5 — 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 efforts. - 0 of 1 Financial Advising & Planning reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/imperial-advisory-cfos/241055) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/imperial-advisory-cfos?verified=true#reviews) ##### Chemicals & Biotechnology Experience Clients in the Chemicals & Biotechnology industry praise Imperial Advisory, CFOs for their professionalism, extensive industry knowledge, and ability to deliver high-quality work within deadlines. Their expertise in financial modeling, forecasting, and expense categorization has resulted in measurable project success, with clients reporting exceptional responsiveness and effective communication. Overall, the sentiment is highly positive, indicating that Imperial Advisory is well-suited for businesses in this sector seeking strategic financial guidance. - 1 review for chemicals & biotechnology industry - Unknown avg. project cost - Business Consulting for Executive Search Firm (4.5/5, Oct 14, 2023): 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 efforts. [Read Full Review](https://clutch.co/go-to-review/imperial-advisory-cfos/241055) ##### Advertising & marketing Experience Imperial Advisory, CFOs has garnered positive feedback in the Advertising & marketing industry, noted for its outstanding reputation and expertise. Clients appreciate the firm's quick response and seamless engagement, often delivering high-quality results well ahead of deadlines. The team's decades of relevant experience adds significant value, making them a reliable choice for financial insights. Overall, their professionalism and efficiency position them as a strong fit for businesses seeking guidance in this sector. - 1 review for advertising & marketing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Financial Consultation for Marketing Agency (5.0/5, Dec 21, 2021): A marketing agency collaborated with Imperial Advisory, CFOs for financial consultations. The client needed an outside perspective for their financial items. [Read Full Review](https://clutch.co/go-to-review/imperial-advisory-cfos/7345) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/imperial-advisory-cfos?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [WorldWide Local Connect Inc.](https://clutch.co/profile/worldwide-local-connect) #### 5 out of 5 star rating (6 reviews) - $5,000+ minimum project size - $50 - $99 average hourly rate - 10 - 49 employees - Maynard, MA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Financial Advising & Planning - 10% Financial Consulting - 15% Business Consulting - 25% Other Digital Marketing #### Company description WorldWide Local Connect Inc. is a financial advising and planning company that offers comprehensive services including financial strategy development, accounting, and investment advisory. Reviews highlight their exceptional project management and the critical role they played in facilitating company acquisitions, with 100% positive feedback praising their timely delivery and strategic insights. [Visit Website](https://worldwidelocalconnect.com) #### Proactive WorldWide Local Connect Inc. has received positive feedback regarding their proactive approach. Clients highlighted their consistent engagement and tailored recommendations, which have significantly contributed to business growth. One client noted that WWLC not only provided financial analysis but also actively suggested improvements for revenue and hiring practices. Another praised the firm's excellent communication and follow-up, emphasizing their enthusiasm and commitment to client success. Overall, the sentiment reflects a strong appreciation for WWLC's proactive support and personalized service. - Business Financial Consulting for Mental Healthcare Center (5.0/5, Feb 16, 2022): Initially, we thought that they would only show us numbers, but they’ve taken the time to analyze those numbers in-depth to provide results. Everything is upfront, and their contracts are very clear, as is their communication regarding deliverables and timelines. During our meetings, they provide us with updated information about our billing and revenue. [Read Full Review](https://clutch.co/go-to-review/worldwide-local-connect/972) - Web Dev for Massage Therapy Company (5.0/5, Jan 31, 2022): Great communication and follow-up. I enjoyed their enthusiasm and the all-around business experience. He is on top of my web maintenance. [Read Full Review](https://clutch.co/go-to-review/worldwide-local-connect/9876) #### 1 review mentions Financial Advising & Planning Accounting & Financial Planning for Tech Company 5.0/5 — WorldWide Local Connect Inc. provides accounting and financial planning and consulting support for a tech company. They've created a financial strategy and a pitch deck to help the client get acquired. - 1 of 1 Financial Advising & Planning reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/worldwide-local-connect/158572) #### 4.9 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/worldwide-local-connect?verified=true#reviews) - Less than $10,000 (4 reviews) - $10,000 to $49,000 (1 reviews) - $50,000 to $199,999 (1 reviews) #### Very responsive WorldWide Local Connect Inc. is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [BEAN COUNTER](https://clutch.co/profile/bean-counter) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Palm Springs, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description BEAN COUNTER is an accounting and bookkeeping firm specializing in California's cannabis, inheritance, and federal tax laws. Clients, who have been working with the firm since 2017, report consistently timely document filing and fair pricing. The firm's communicative approach and dedication to clients' interests are frequently noted, with 100% of reviews highlighting excellent project management and effective cost reduction strategies. [Visit Website](https://beanc.com/) #### Trustworthy Clients regard Bean Counter Bookkeeping LLC as a trustworthy partner, highlighting their commitment to client interests and fair pricing. One client noted their dedication, stating, 'Trust them; they’ll commit to your interests.' Additionally, the consistent and timely management of tax documents further reinforces their reliability. Overall, the sentiment conveyed in reviews indicates a strong trust in their expertise and communication. #### Experience in 1 industry Bean Counter Bookkeeping LLC has demonstrated expertise primarily in the international trade and development sector, with notable strengths in accounting for the cannabis industry, inheritance, and federal tax laws. Clients commend their effective communication, commitment to cost reduction, and timely project management. Overall sentiment is positive, highlighting reliability and a client-centric approach, making them an ideal fit for businesses in need of specialized accounting services in these sectors. [Read All Reviews](https://clutch.co/profile/bean-counter?verified=true#reviews) ##### Other Industry Experience Bean Counter Bookkeeping LLC has received positive feedback from clients in the Other Industry, highlighting their expertise in accounting and bookkeeping, particularly in specialized areas such as cannabis and federal tax laws. Clients appreciate their dedication, fair pricing, and excellent project management, noting timely communication and a commitment to their interests. Their capacity to reduce costs further enhances their value. However, some clients suggest that expanding their staff could improve service delivery. Overall, they are well-regarded for their professionalism and client-focused approach. - 1 review for other industry industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for International Trade & Dev Company (5.0/5, Dec 10, 2021): An international trade and development company hired Bean Counter Bookkeeping LLC to provide accounting services. They manage the clients bookkeeping tasks regarding California's and federal's cannabis tax laws. [Read Full Review](https://clutch.co/go-to-review/bean-counter/87651) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients express a high level of satisfaction with Bean Counter Bookkeeping LLC's pricing, describing it as fair and indicative of the value received. One client noted their ability to reduce costs while maintaining quality service, stating, 'They have our best interests at heart.' Additionally, the ongoing relationship since 2017 highlights a strong perceived value for money, further supported by their excellent project management and communication skills. [Read All Reviews](https://clutch.co/profile/bean-counter?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [JPG](https://clutch.co/profile/jpg) #### 5 out of 5 star rating (3 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 10 - 49 employees - Houston, TX #### Services Provided - Allocation of Expertise by Percentage - 70% Accounting - 30% Financial Advising & Planning #### Company description JPG is a Financial Advising and Planning company specializing in accounting services, including bookkeeping, tax planning, and payroll processing. Reviewers highlight their exceptional project management and responsiveness, leading to a 100% satisfaction rate. Approximately 80% of reviewers mention their impressive knowledge and client-focused service, emphasizing their suitability for businesses seeking comprehensive financial advisement. [Visit Website](https://www.jpgteam.com/) #### Knowledgeable Clients consistently highlight JPG's impressive knowledge and expertise in their field. One client noted that JPG's advice was particularly remarkable, contributing to the successful setup of their company and management of payroll requirements. The company's ability to deliver timely responses and effective solutions further reinforces the positive sentiment regarding their knowledge base. Overall, clients express high satisfaction with JPG's knowledgeable approach to project execution. - Accounting Services for Consulting Firm (5.0/5, Mar 18, 2024): Their knowledge and advice are impressive. [Read Full Review](https://clutch.co/go-to-review/jpg/276352) #### 2 reviews mention Financial Advising & Planning Bookkeeping, Accounting & Financial Advising for Mktg Co 5.0/5 — JPG has helped transition a marketing company from cash to accrual accounting. The team also applies tax reduction strategies, produces reports, manages the cash flow, and implements bookkeeping automation. - 2 of 2 Financial Advising & Planning reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/jpg/276423) #### Experience in 2 industries JPG has received positive feedback primarily from clients in the Advertising & Marketing and Consulting industries. Clients commend their expertise in accounting services, including bookkeeping and payroll, noting strong project management, timely delivery, and exceptional responsiveness. The overall sentiment is highly favorable, highlighting JPG's ability to provide tailored financial solutions and valuable insights, making them a suitable choice for businesses seeking reliable and effective accounting support within these sectors. [Read All Reviews](https://clutch.co/profile/jpg?verified=true#reviews) ##### Consulting Experience JPG has received positive feedback from clients in the consulting industry, highlighting their expertise in sales consulting and execution services. Clients appreciate their timely project delivery, strong communication, and in-depth knowledge, which align well with business objectives. The overall sentiment is favorable, indicating that JPG effectively meets fiscal and operational needs, making them a valuable partner for businesses seeking comprehensive consulting support. - 1 review for consulting industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Consulting Firm (5.0/5, Mar 18, 2024): JPG provides accounting services for a consulting firm. The tasks include bookkeeping, payroll handling, and complying with federal and state requirements. [Read Full Review](https://clutch.co/go-to-review/jpg/276352) ##### Advertising & marketing Experience JPG demonstrates strong expertise in the Advertising & marketing industry, particularly through their exceptional project management and responsive customer service. Clients commend their ability to deliver timely and organized solutions tailored to specific needs. Their focus on accuracy and client satisfaction leads to measurable outcomes, such as significant tax savings and improved financial management. Overall, JPG is well-regarded for its commitment to quality and client success, making it a suitable partner for businesses seeking reliable marketing and branding services. - 1 review for advertising & marketing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Branding & Product Dev Company (5.0/5, Mar 26, 2024): JPG provides ongoing accounting services for a branding and product development company. The team is responsible for bookkeeping, tax planning, payroll processing, financial analysis, and audit support. [Read Full Review](https://clutch.co/go-to-review/jpg/278068) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients consistently highlight JPG's competitive pricing and strong value for money. One CEO noted that JPG's pricing fit their budget while delivering significant tax savings and clean financials. Another client emphasized the company's good value for cost and alignment of company values. Overall, the sentiment is positive, with clients appreciating the combination of affordability and high-quality service, which reinforces JPG's reputation as a reliable choice for accounting solutions. [Read All Reviews](https://clutch.co/profile/jpg?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Acclarity](https://clutch.co/profile/acclarity) #### 5 out of 5 star rating (2 reviews) - 50 - 249 employees - Fort Lauderdale, FL #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Commercial Financing - 20% Financial Advising & Planning - 20% Financial Consulting - 20% Fractional CFO Services #### Company description Acclarity is a financial consulting firm specializing in KPI reporting, interim accounting support, and ad hoc financial consulting. According to client feedback, 100% of reviewers highlight their impressive use of technology and data analytics, which facilitates timely business decisions and efficient project management. Both reviews emphasize their reliable communication and responsiveness, with no negative feedback reported. [Visit Website](https://www.acclaritygroup.com/) #### Innovative Clients have consistently praised Acclarity for its innovative approach, particularly in utilizing technology to enhance project outcomes. One client highlighted their impressive use of technology, which facilitated accurate and meaningful data reporting, enabling timely business decisions. This innovative strategy has led to significant improvements in patient volume and resource alignment, demonstrating Acclarity's ability to provide creative solutions that effectively address client needs. - Financial Consulting for Dermatology Clinic (5.0/5, Sep 19, 2025): Acclarity has provided us with accurate and meaningful data that allows us to make more timely business decisions. We’ve also seen improvements in patient volume, service trends, and provider production. Acclarity’s use of technology to assist with the projects is impressive. [Read Full Review](https://clutch.co/go-to-review/acclarity/407311) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/acclarity?verified=true#reviews) ##### Healthcare Experience Acclarity has demonstrated strong expertise in the Healthcare sector, assisting clients like Suncoast Skin Solutions with KPI reporting and financial consulting. Feedback highlights their effective use of technology and ability to provide accurate data, resulting in informed decision-making that has positively impacted patient volume and resource alignment. Clients appreciate Acclarity's tailored solutions and responsiveness, indicating their strong potential as a partner in the Healthcare industry. - 1 review for healthcare industry - 1 review is 5 stars - Unknown avg. project cost - Financial Consulting for Dermatology Clinic (5.0/5, Sep 19, 2025): 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 consulting. [Read Full Review](https://clutch.co/go-to-review/acclarity/407311) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/acclarity?verified=true#reviews) --- ### [VantagePoint Benefit Administrators](https://clutch.co/profile/vantagepoint-benefit-administrators) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - $200 - $300 average hourly rate - 10 - 49 employees - Lynbrook, NY #### Services Provided - Allocation of Expertise by Percentage - 10% Financial Advising & Planning - 13% HR Consulting - 14% HR Outsourcing - 50% Insurance Services & Brokers - 13% PEO/Employee Leasing #### Company description VantagePoint Benefit Administrators is an HR and benefits management company, providing comprehensive services such as compliance management, payroll, and employee training. Feedback indicates exceptional expertise and leadership, with all reviews highlighting their seamless process management and valuable HR insights. 100% of reviewers praise their holistic knowledge and organization, though a suggestion was made for improved communication methods. [Visit Website](https://vantagepointbenefit.com/) #### Knowledgeable Clients consistently commend VantagePoint Benefit Administrators for their extensive knowledge in HR and benefits management. One CEO highlighted their 'holistic knowledge' and ability to provide valuable advice on employer-employee relationships. Additionally, their leadership is praised as 'top-notch,' with the owner recognized as a thought leader in the field. Overall, the sentiment reflects strong confidence in VantagePoint's expertise and the quality of their training and resources. #### Experience in 1 industry VantagePoint Benefit Administrators has received positive feedback primarily from the software industry, where they excel in HR and benefits management, compliance, and employee training. Clients commend their holistic understanding of HR, organizational efficiency, and leadership quality, highlighting their expertise in handling complex HR landscapes. Overall sentiment is highly favorable, suggesting that companies within the software sector looking for comprehensive HR solutions would find VantagePoint a suitable partner. [Read All Reviews](https://clutch.co/profile/vantagepoint-benefit-administrators?verified=true#reviews) ##### Software Experience VantagePoint Benefit Administrators demonstrates strong expertise in HR and benefits management, providing comprehensive support through advanced technology and organized processes. Clients commend their leadership's industry knowledge and effective communication, noting the value of their training and resources. Overall, sentiment is highly positive, with clients recommending their services for businesses seeking reliable HR solutions in the Software industry. The company’s commitment to understanding client needs positions them as a solid partner for HR-related projects. - 1 review for software industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Complete HR Services for Cloud & Managed Security Company (5.0/5, Jan 6, 2022): VantagePoint Benefit Administrators handles the HR needs of a cloud and managed security company. Their work encompasses everything from mental, dental, and vision care to compliance and training activities.  [Read Full Review](https://clutch.co/go-to-review/vantagepoint-benefit-administrators/104892) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients commend VantagePoint Benefit Administrators for their exceptional value and expertise in HR management. One CEO noted a significant investment exceeding $100,000 since 2008, emphasizing the quality of advice and training received. The company's leadership is recognized as top-notch, with a strong understanding of employer-employee dynamics. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, as clients feel they receive superior service and insights for their investment. [Read All Reviews](https://clutch.co/profile/vantagepoint-benefit-administrators?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [Capital Recovery Corporation](https://clutch.co/profile/capital-recovery-corporation) #### 4.5 out of 5 star rating (1 reviews) - 50 - 249 employees - Alpharetta, GA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Call Center Services - 20% Commercial Financing - 20% Financial Advising & Planning - 20% Insurance Services & Brokers #### Company description Capital Recovery Corporation is a collections management company specializing in recovering outstanding accounts. They are praised for their responsiveness and effective communication, with 100% of reviewers noting their excellent project management skills. Additionally, Capital Recovery Corporation's local presence facilitates strong client relationships, while their advanced client portal enhances accessibility and transparency. [Visit Website](http://www.capitalrecovery.net) #### Knowledgeable Clients consistently describe the company as highly knowledgeable, demonstrating excellence in their field. One client noted their impressive responsiveness, stating, 'They're very knowledgeable and do an excellent job.' This sentiment is reinforced by the ongoing partnership since 2010, showcasing the firm's expertise and reliability in managing collections effectively. Overall, the feedback indicates strong confidence in their capabilities and professionalism. #### Experience in 1 industry Capital Recovery Corporation has demonstrated expertise in the financial services industry, particularly in collections management. Clients appreciate their responsiveness and local presence, which facilitates strong relationships. The company is noted for effective communication and project management, leading to positive outcomes in account recovery. Overall, the sentiment is highly favorable, indicating that they are a reliable partner for organizations seeking assistance in collections and financial recovery. [Read All Reviews](https://clutch.co/profile/capital-recovery-corporation?verified=true#reviews) ##### Financial services Experience Capital Recovery Corporation demonstrates strong expertise in collections management within the financial services industry. Clients highlight their responsiveness and effective communication, noting a high level of knowledge and a collaborative approach. The company has successfully facilitated significant account recovery for clients, with a collection fee structure that aligns incentives. Overall, feedback reflects a positive sentiment, making them a compelling choice for businesses seeking reliable financial recovery solutions. - 1 review for financial services industry - $200,000 – $999,999 avg. project cost - Collection Services for Staffing Firm (4.5/5, Sep 5, 2018): Assisting with a collections process, Capital Recovery Corporation contacts customers and facilitates legal suits with collections attorneys. [Read Full Review](https://clutch.co/go-to-review/capital-recovery-corporation/118017) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients express satisfaction with the cost-effectiveness of Capital Recovery Corporation, noting a contingent fee structure that aligns with successful collections. One client highlighted an annual investment of $750,000 to $1 million, with a collections rate of 12%. The overall sentiment indicates that the company's responsiveness and expertise provide significant value for money, making them a reliable partner in collections management. [Read All Reviews](https://clutch.co/profile/capital-recovery-corporation?verified=true#reviews) - $200,000 to $999,999 (1 reviews) --- ### [Liv Data LLC](https://clutch.co/profile/liv-data) #### 5 out of 5 star rating (2 reviews) - $25,000+ minimum project size - $300+ average hourly rate - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 20% Financial Consulting - 20% Fractional CFO Services #### Company description Liv Data LLC is a financial advising and planning firm specializing in corporate financial advisory and implementation strategies for AI in finance operations. Their impressive problem-solving skills and industry knowledge consistently resonate with clients, as evidenced by overwhelmingly positive feedback. Clients appreciate their swift communication and consulting approach, with 100% of reviewers noting their deep expertise in financial advising and planning. [Visit Website](https://www.livdatallc.com?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Reviewed 2 times in the past 6 months In the last six months, clients have praised Liv Data LLC for their excellent consulting capabilities and deep understanding of finance-related challenges. One client noted significant operational improvements and enhanced gross margins due to Liv Data's disciplined project management and flexibility. Another highlighted their quick response times and effective communication. Overall, the sentiment is highly positive, with no reported areas for improvement, indicating a strong alignment with client needs and expectations. - 2 of 2 reviews are 5 stars - 1 new review for Financial Advising & Planning services - Unknown avg. project cost [Read 2 Recent Reviews](https://clutch.co/profile/liv-data?sort_by=date_desc&verified=true#reviews) #### 1 review mentions Financial Advising & Planning AI Consulting for Finance Automation Platform 5.0/5 — Liv Data LLC provides AI consulting services for a finance automation company. The team has helped the client build AI agents for finance automation and develop a go-to-market strategy. - 1 of 1 Financial Advising & Planning reviews are 5 stars - 1 new review for Financial Advising & Planning in past 6 months - Unknown avg. project cost [Read Full Review](https://clutch.co/go-to-review/liv-data/440766) #### Experience in 2 industries Liv Data LLC has garnered positive feedback in the Financial Services and Information Technology sectors. In Financial Services, they excelled in providing tailored CFO support that improved operational efficiency and profitability. Their expertise was particularly valued for compliance and risk management. In Information Technology, they effectively guided AI product development for finance automation, enhancing operational workflows and go-to-market strategies. Overall, their strengths lie in strategic financial analysis and technology consulting, making them an excellent fit for clients in both industries. [Read All Reviews](https://clutch.co/profile/liv-data?verified=true#reviews) ##### Information technology Experience Liv Data LLC has received positive feedback in the Information Technology sector, particularly for its expertise in AI-driven finance solutions. Clients highlight their strong consulting capabilities, problem-solving skills, and commitment to understanding finance workflows. The company’s approach to integrating practitioner expertise in product design has resulted in measurable outcomes, including enhanced product roadmaps and effective go-to-market strategies. Overall, their responsiveness and culture fit contribute to a favorable sentiment, making them a valuable partner for clients in finance automation. - 1 review for information technology industry - 1 review is 5 stars - Unknown avg. project cost - AI Consulting for Finance Automation Platform (5.0/5, Mar 5, 2026): Liv Data LLC provides AI consulting services for a finance automation company. The team has helped the client build AI agents for finance automation and develop a go-to-market strategy. [Read Full Review](https://clutch.co/go-to-review/liv-data/440766) ##### Financial services Experience Liv Data LLC has received positive feedback from clients in the Financial services industry, particularly for their expertise in providing outsourced CFO support and strategic financial analysis tailored to complex regulatory requirements. Clients commend their disciplined project management, flexibility, and deep understanding of business operations, resulting in substantial improvements in gross margin and EBITDA. Overall, their strong cultural fit and proven impact make them a suitable partner for firms seeking financial operational enhancements. - 1 review for financial services industry - 1 review is 5 stars - Unknown avg. project cost - Fractional CFO Services for Cybersecurity Firm (5.0/5, Feb 16, 2026): Liv Data LLC provides ongoing fractional CFO services for a cybersecurity firm. The team is responsible for managing the client's budgeting, financial reporting, and financial planning tasks. [Read Full Review](https://clutch.co/go-to-review/liv-data/436633) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients consistently express satisfaction with Liv Data LLC's pricing, noting it offers good value for the cost. A CEO highlighted their selection due to 'good value for cost' and 'high ratings.' Another client emphasized the significant operational improvements achieved through their services, directly impacting gross margins and EBITDA. Overall, feedback reflects a positive sentiment regarding the company's ability to deliver results that justify their pricing. [Read All Reviews](https://clutch.co/profile/liv-data?verified=true#reviews) --- ### [Univest](https://clutch.co/profile/univest) #### 5 out of 5 star rating (1 reviews) - 250 - 999 employees - Souderton, PA #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 50% Financial Advising & Planning - 25% Insurance Services & Brokers #### Company description Univest is a financial services company specializing in complex real estate lending, particularly for neighborhood improvement zones. The reviews highlight Univest's expertise, responsiveness, and project management skills, with 100% positive feedback on their knowledge and communication. Clients appreciate their ability to meet deadlines and their willingness to provide assistance even outside of regular hours. [Visit Website](http://www.univest.net/) #### Knowledgeable Clients express a strong sentiment regarding Univest's knowledge, particularly in neighborhood improvement zone-specific lending. One client noted, 'Their knowledge about neighborhood improvement zones is impressive,' highlighting the team's expertise. Another emphasized their willingness to answer questions, stating, 'Univest is highly knowledgeable.' Overall, the feedback reflects a high level of confidence in Univest's capabilities and professionalism in addressing complex financial needs. #### Experience in 1 industry Univest demonstrates significant expertise in the real estate sector, particularly in handling complex financing solutions like neighborhood improvement zone-specific lending. Clients appreciate their responsiveness, project management efficiency, and in-depth industry knowledge. Overall sentiment from reviews indicates a strong satisfaction level, highlighting Univest's strengths in communication and meeting deadlines, making them a suitable choice for real estate projects. [Read All Reviews](https://clutch.co/profile/univest?verified=true#reviews) ##### Real estate Experience Univest has received positive feedback from clients in the real estate industry, particularly for their expertise in complex financing and neighborhood improvement zones. Clients appreciate their proactive communication, timely project management, and dedication, often available even during holidays. Their strong understanding of real estate complexities and commitment to client goals make them a valuable partner for those seeking financial solutions in real estate. - 1 review for real estate industry - 1 review is 5 stars - $1,000,000 – $9,999,999 avg. project cost - Financing & Lending Services for Property Management Firm (5.0/5, Dec 16, 2021): Univest is helping a property management real estate company acquire financing for a real estate purchase. The team also provides guidance around neighborhood improvement zone lending.  [Read Full Review](https://clutch.co/go-to-review/univest/92571) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients generally perceive Univest's services as offering strong value for money, particularly through their commitment to customer support and timely project management. One client noted their availability even during holidays and praised their expertise in complex financing requirements. The overall sentiment reflects satisfaction with the pricing relative to the quality of service provided, with no significant complaints regarding costs or value. [Read All Reviews](https://clutch.co/profile/univest?verified=true#reviews) - $1,000,000 to $9,999,999 (1 reviews) --- ### [Sage Finance](https://clutch.co/profile/sage-finance) #### 5 out of 5 star rating (2 reviews) - $50 - $99 average hourly rate - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 30% Accounting - 30% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 20% Financial Consulting #### Company description Sage Finance is an accounting and financial advisory firm that provides comprehensive services, including bookkeeping, tax preparation, payroll processing, and financial reporting. Their reviews indicate strong client satisfaction, with 100% positive feedback highlighting their exceptional support, efficiency, and proactive approach in optimizing tax strategies and financial management. Clients particularly appreciate their timeliness and responsiveness in meeting compliance deadlines and addressing business needs. [Visit Website](https://trysage.finance/) #### Proactive #### Experience in 1 industry Sage Finance has received positive feedback primarily from the IT Services industry, particularly focusing on digital marketing and IT support for restaurants and SMBs. Clients praised their expertise in accounting, tax preparation, and payroll processing, noting improved financial accuracy and timely compliance. Their strengths lie in delivering efficient financial operations, proactive communication, and valuable insights. Overall, the sentiment is highly favorable, making them a strong fit for companies seeking reliable financial services in the IT and digital marketing sectors. [Read All Reviews](https://clutch.co/profile/sage-finance?verified=true#reviews) ##### IT Services Experience Sage Finance has received positive feedback in the IT Services industry, particularly for their expertise in accounting and financial management. Clients have noted their ability to deliver timely financial reports, ensure tax compliance, and offer insightful financial advisory services. The team's responsiveness and proactive approach significantly enhance client satisfaction, allowing businesses to focus on growth. Overall, Sage Finance is well-regarded for streamlining financial operations and providing exceptional support, making them a valuable partner for IT service providers. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting for IT Services Co (5.0/5, Mar 18, 2025): Sage Finance provided accounting and tax services for an IT services company. The team handled bookkeeping, tax preparation, payroll processing, and financial reporting. [Read Full Review](https://clutch.co/go-to-review/sage-finance/360653) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have noted that Sage Finance offers competitive pricing, making their services budget-friendly. One client specifically mentioned that the pricing fit their budget, which contributed to their decision to hire the company. Overall, the sentiment is positive, with clients appreciating the value for money in terms of comprehensive accounting services and proactive support, resulting in improved financial accuracy and timely compliance. [Read All Reviews](https://clutch.co/profile/sage-finance?verified=true#reviews) --- ### [Braj Aggarwal, CPA, P.C.](https://clutch.co/profile/braj-aggarwal-cpa-pc) #### 5 out of 5 star rating (2 reviews) - 10 - 49 employees - Jackson Heights, NY #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 10% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning #### Company description Braj Aggarwal, CPA, P.C. is a reputable accounting and auditing firm known for providing full-suite accounting services, including audits and financial statement reviews. Reviewers highlight their timely and effective service delivery, with 100% expressing satisfaction and recommending them for their robust communication and personalized approach. Clients appreciate their efficient management and educational interactions, often favoring them over larger firms for their accessibility and swift processes. [Visit Website](https://www.aggarwalcpa.com/) #### Efficient Clients have praised Braj Aggarwal, CPA, P.C. for their efficient audit processes and effective communication. One client noted that the audit procedure was smooth, with timely interactions via phone and email. The firm’s ability to provide quick turnaround times compared to larger firms was highlighted, emphasizing their lean structure as an advantage. Overall, feedback reflects a strong sentiment of satisfaction regarding the firm's efficiency in managing audits and client relations. - Financial Auditing Services for Steel Manufacturing Company (5.0/5, Sep 20, 2021): With Braj Aggarwal, it was a very smooth process. The due diligence process within the organization was faster as well, compared to a Big Four, where there’s a separate due diligence cell. While the bigger firms have more capability in terms of experience, clients, and handling issues, smaller firms have the advantage of being lean and fast. [Read Full Review](https://clutch.co/go-to-review/braj-aggarwal-cpa-pc/136766) #### Experience in 2 industries Braj Aggarwal, CPA, P.C. demonstrates strong expertise in the IT Services and Manufacturing sectors. Clients in IT praised their full-suite accounting services and effective communication, highlighting timely support and exceeding expectations. In Manufacturing, their auditing capabilities were noted for compliance with standards and efficient processes, facilitating smooth audits. Overall, client sentiment is positive, particularly in the technology and manufacturing industries, making them a suitable choice for firms seeking responsive and knowledgeable accounting and auditing services. [Read All Reviews](https://clutch.co/profile/braj-aggarwal-cpa-pc?verified=true#reviews) ##### IT Services Experience Braj Aggarwal, CPA, P.C. has garnered positive feedback from clients in the IT Services industry, particularly for their expertise in accounting solutions and commitment to timely service delivery. Clients highlight the effectiveness of their dedicated account managers and the comprehensive nature of their services, including experience with QuickBooks. The overall sentiment reflects satisfaction with their performance, indicating they are a solid choice for businesses seeking dependable accounting support tailored to technology firms. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Technology Company (5.0/5, Feb 25, 2022): Braj Aggarwal, CPA, P.C has provided accounting services for a technology company.  [Read Full Review](https://clutch.co/go-to-review/braj-aggarwal-cpa-pc/12080) ##### Manufacturing Experience Braj Aggarwal, CPA, P.C. has demonstrated significant expertise in the Manufacturing industry, particularly in financial auditing for clients like JSW Steel Holding, Inc. Their ability to facilitate smooth communication, adherence to auditing standards, and provide educational support has been noted positively. Clients appreciate the firm's agility compared to larger firms, allowing for quicker responses and a more personalized approach. Overall, the sentiment indicates that Braj Aggarwal is a reliable choice for manufacturing businesses seeking thorough and compliant audit services. - 1 review for manufacturing industry - 1 review is 5 stars - Unknown avg. project cost - Financial Auditing Services for Steel Manufacturing Company (5.0/5, Sep 20, 2021): Braj Aggarwal, CPA, P.C served as the primary financial auditors of a steel manufacturing company. They complied with the Generally Accepted Auditing Standards (GAAS) and provided thorough financial reports. [Read Full Review](https://clutch.co/go-to-review/braj-aggarwal-cpa-pc/136766) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients express a positive sentiment regarding the cost and value for money offered by Braj Aggarwal, CPA, P.C. One client noted their investment ranged from $50,000 to $200,000, and described the service as exceeding expectations, emphasizing the firm's timely and effective delivery. Another reviewer highlighted the firm's full-suite accounting services as excellent, indicating a perception of high value relative to cost. Overall, feedback suggests that clients find the firm’s pricing appropriate given the quality of service provided. [Read All Reviews](https://clutch.co/profile/braj-aggarwal-cpa-pc?verified=true#reviews) --- ### [APISCRAPY](https://clutch.co/profile/apiscrapy) #### 5 out of 5 star rating (3 reviews) - $1,000+ minimum project size - < $25 average hourly rate - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 30% BI & Big Data Consulting & SI - 10% Commercial Brokerage Services - 10% Commercial Development - 10% Commercial Property Management - 10% Financial Advising & Planning - 5% Fulfillment - 10% Media Planning & Buying - 5% Search Engine Optimization - 10% Direct Marketing #### Company description APISCRAPY is a data scraping company that specializes in web, mobile app, and TV app data extraction, providing detailed analytical reports. Clients consistently praised their technical competency, proactive communication, and attention to detail, with 100% of reviews highlighting these aspects. While most feedback is positive, a suggestion for more frequent progress updates was noted. [Visit Website](https://apiscrapy.com/ai-driven-web-scraping/) #### High-quality work Clients have consistently praised ApiScrapy for delivering high-quality work, highlighting their excellent data quality and proactive communication. One reviewer noted the team's impressive technical competency and value for money, stating they provided 'quality deliverables' throughout the project. The overall sentiment reflects a strong satisfaction with the professionalism and maturity of ApiScrapy's team and processes, making them a reliable choice for data scraping projects. - Data Scrapping for IT Services Company (5.0/5, Feb 22, 2022): The team has provided quality deliverables and proactive communication and project management. Excellent technical competency - Value for money. [Read Full Review](https://clutch.co/go-to-review/apiscrapy/11872) #### Experience in 2 industries APISCRAPY has demonstrated significant expertise in the Logistics and Supply Chain industry, with clients praising their web and mobile data scraping capabilities. Feedback highlights their attention to detail, proactive communication, and ability to deliver accurate, comprehensive data. Overall sentiment is positive, reflecting strong project management and technical competency, making them a suitable provider for businesses in logistics and supply chain looking to enhance data-driven decision-making. [Read All Reviews](https://clutch.co/profile/apiscrapy?verified=true#reviews) ##### Supply Chain, Logistics, and Transport Experience APISCRAPY has demonstrated strong expertise in the Supply Chain, Logistics, and Transport industry, delivering accurate and comprehensive data sets that significantly improved operational efficiency. Clients commend their attention to detail, effective project management, and proactive communication, particularly in data scraping tasks. The positive outcomes from their work, highlighted by timely delivery and insightful market analysis, position APISCRAPY as a valuable partner for businesses in this sector. - 1 review for supply chain, logistics, and transport industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Data Scraping & Market Research for Logistics Company (5.0/5, Oct 10, 2023): APISCRAPY provides web, mobile app, and TV app data scraping services for a logistics company. The team also identifies key competitors, extracts data on their pricing inventory, and analyzes market trends. [Read Full Review](https://clutch.co/go-to-review/apiscrapy/239685) ##### Logistics & Supply Chain Experience ApiScrapy has demonstrated strong expertise in the Logistics & Supply Chain industry, particularly through comprehensive data scraping and real-time data solutions. Clients have praised their proactive communication, technical competency, and the quality of deliverables. The team's structured processes and project management capabilities have significantly contributed to successful outcomes. Overall, their ability to provide valuable insights and data management makes them a promising fit for businesses seeking to enhance their logistics operations. - 1 review for logistics & supply chain industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Data Scrapping for IT Services Company (5.0/5, Feb 22, 2022): ApiScrapy has provided data scrapping services for an IT services company. They've imported data from websites, mobile apps, and TV apps. [Read Full Review](https://clutch.co/go-to-review/apiscrapy/11872) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have consistently noted that APISCRAPY offers excellent value for money, with one reviewer highlighting their "excellent quality data" and "proactive communication" as significant advantages. The Chief Operating Officer of ArcBest emphasized their satisfaction with the comprehensive deliverables and timely execution, suggesting that the company exceeded expectations. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of services provided by APISCRAPY. [Read All Reviews](https://clutch.co/profile/apiscrapy?verified=true#reviews) - $50,000 to $199,999 (1 reviews) - $200,000 to $999,999 (1 reviews) #### 30% of employees work in New York office New York, NY 80 Broad St, 5th Floor PMB#1148, Manhattan, New York, NY 76 - 100 employees +1-30235 14656 [See All Locations (4)](https://clutch.co/profile/apiscrapy#location) --- ### [BestCFO](https://clutch.co/profile/bestcfo) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees - new york, NY #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Financial Advising & Planning - 20% Financial Consulting - 20% Fractional CFO Services - 20% Business Consulting #### Company description BestCFO is a financial advising and planning firm specializing in corporate financial planning and financial advisement. They consistently receive positive feedback for their expert financial advice, particularly in maximizing cash flow and minimizing business risk. Notably, 100% of reviewers commend their responsiveness, knowledge, and timely project delivery, leading clients to highly recommend their services. [Visit Website](https://www.bestcfo.com/) #### Helpful BestCFO has received overwhelmingly positive feedback regarding their helpfulness. Clients noted their cooperative nature and timely delivery of targets, with one executive stating they were 'very helpful and knowledgeable,' consistently providing clear explanations for all queries. The overall sentiment reflects a strong endorsement, with clients emphasizing their satisfaction and recommending BestCFO as one of the best companies they have worked with. #### 1 review mentions Financial Advising & Planning Financial Advising Services for Tax & Accounting Firm 5.0/5 — BestCFO provides CFO services for a tax and accounting firm. The team analyzes and improves the client's financial reporting processes, creates financial forecasts, and advises on budget management. - 1 of 1 Financial Advising & Planning reviews are 5 stars - 1 new review for Financial Advising & Planning in past 6 months - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/bestcfo/319975) #### Experience in 1 industry BestCFO has received positive feedback primarily from the financial services industry, where they demonstrated expertise in optimizing financial performance, enhancing cash flow, and ensuring compliance. Clients emphasized their strengths in delivering timely, comprehensive CFO services and providing clear financial reporting. The overall sentiment reflects satisfaction with their strategic guidance and cooperative project management, making them a suitable partner for organizations seeking robust financial advisory in this sector. [Read All Reviews](https://clutch.co/profile/bestcfo?verified=true#reviews) ##### Financial services Experience BestCFO has demonstrated significant expertise in the Financial Services industry, providing comprehensive CFO services that enhance financial performance for clients such as Fusion Ave. The firm excels in optimizing cash flow, minimizing risks, and delivering timely, clear financial reports, resulting in a 20% increase in cash flow stability. Clients commend BestCFO for their knowledgeable and cooperative approach, making them a strong candidate for businesses seeking strategic financial guidance and support. - 1 review for financial services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Financial Advising Services for Tax & Accounting Firm (5.0/5, Oct 4, 2024): BestCFO provides CFO services for a tax and accounting firm. The team analyzes and improves the client's financial reporting processes, creates financial forecasts, and advises on budget management. [Read Full Review](https://clutch.co/go-to-review/bestcfo/319975) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have praised BestCFO for its competitive pricing and the value it delivers. One client noted that BestCFO's pricing fit their budget while receiving expert financial advice that significantly improved cash flow stability by 20%. Overall sentiment indicates that clients find BestCFO to be a cost-effective choice, with strong support and timely delivery of services, contributing positively to their financial management and strategic growth. [Read All Reviews](https://clutch.co/profile/bestcfo?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Stratton Equities](https://clutch.co/profile/stratton-equities) #### 5 out of 5 star rating (1 reviews) - $100,000+ minimum project size - 10 - 49 employees - Montville, NJ #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Financial Advising & Planning #### Company description Stratton Equities specializes in creative real estate financing solutions, particularly for multifamily properties. Reviews highlight the company's personalized service and meticulous attention to detail, with clients appreciating their professionalism and effective communication. Despite some deals not going through due to external factors, clients express confidence in Stratton Equities for future opportunities. [Visit Website](https://www.strattonequities.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Detail-oriented Clients have consistently praised Stratton Equities for their attention to detail and personalized service. One client noted that the 'personal touch and attention to detail' made them feel valued, stating they were 'more than just a number.' Overall, the sentiment reflects a strong appreciation for the company's meticulous approach, contributing to positive client experiences despite challenges in project execution. #### Experience in 1 industry Stratton Equities has received positive feedback particularly within the financial services industry, where they supported clients in wealth management and real estate investment. Their strengths lie in creative financing solutions and personalized service, which fostered strong client confidence and satisfaction. Overall sentiment indicates a high level of trust and appreciation for their detailed attention and effective communication, making them a suitable partner for clients in financial planning and real estate sectors. [Read All Reviews](https://clutch.co/profile/stratton-equities?verified=true#reviews) ##### Financial services Experience Stratton Equities has garnered positive feedback in the Financial services industry, particularly for their expertise in wealth management and real estate financing. Clients have praised the firm for its personal touch, attention to detail, and strong communication throughout the process. One client highlighted the firm's ability to provide creative financing solutions, reflecting their proactive approach. Overall, the sentiment towards Stratton Equities indicates they are a reliable partner for those seeking tailored financial solutions. - 1 review for financial services industry - 1 review is 5 stars - $1,000,000 – $9,999,999 avg. project cost - Portfolio Expansion for Financial Advisor (5.0/5, Jul 7, 2021): A financial advisor hired Stratton Equities to assist him with adding real estate with passive income as an alternative asset for his portfolio. The vendor's owner earned his trust with 20 years of experience.  [Read Full Review](https://clutch.co/go-to-review/stratton-equities/75149) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have expressed positive sentiments regarding Stratton Equities' cost and value for money. One client noted the firm’s personalized service and attention to detail as exceptional, stating they felt valued beyond just a transaction. Although the specific commission structure was not detailed, the client indicated confidence in pursuing future engagements, suggesting a perceived fair value given the quality of service. Overall, feedback indicates that clients find the costs justifiable relative to the quality of support received. [Read All Reviews](https://clutch.co/profile/stratton-equities?verified=true#reviews) - $1,000,000 to $9,999,999 (1 reviews) --- ### [Baharestani & Ritt LLP](https://clutch.co/profile/baharestani-ritt-llp) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description Baharestani & Ritt LLP is a tax consultancy specializing in comprehensive tax return services, including Federal and State Tax Returns. The firm is highly regarded, with 100% of reviewers highlighting their detailed, organized approach and efficiency. Over 20 years of consistent excellence with no identified areas for improvement characterize their reputation. [Visit Website](http://bzrllp.com/) #### Efficient Clients have consistently praised Baharestani & Ritt LLP for their efficiency, particularly highlighting their ability to deliver organized and detailed tax returns. One client noted, 'It is always very efficient,' reflecting a strong sentiment towards their promptness and thoroughness. With over 20 years of collaboration, clients express satisfaction and emphasize that the firm exceeds expectations without any identified areas for improvement. #### Experience in 1 industry Baharestani & Ritt LLP demonstrates strong expertise in the Hospitality & Leisure industry, evidenced by long-term client relationships and comprehensive tax services. Clients commend their efficiency, detailed tax returns, and adherence to current tax laws, resulting in high satisfaction. Overall, the firm's proactive approach and depth of knowledge make them a beneficial partner for businesses within this sector. [Read All Reviews](https://clutch.co/profile/baharestani-ritt-llp?verified=true#reviews) ##### Hospitality & leisure Experience Baharestani & Ritt LLP has established a strong reputation in the Hospitality and Leisure industry, demonstrated by long-term client relationships. Their expertise in tax analysis and compliance, particularly regarding current tax laws, is highlighted as a significant strength. Clients commend their organizational skills and efficiency, with one client noting their unwavering excellence over two decades of service. This firm is well-suited for businesses seeking reliable financial guidance in the hospitality sector. - 1 review for hospitality & leisure industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Tax Management Services for Hospitality & Leisure Company (5.0/5, May 19, 2021): Baharestani & Ritt LLP has provided accounting services for a hospitality and leisure company. They are tasked with managing the client's finances and taxes. [Read Full Review](https://clutch.co/go-to-review/baharestani-ritt-llp/30378) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients consistently commend Baharestani & Ritt LLP for their exceptional value and cost-effectiveness. One long-term client noted their comprehensive and organized tax return services, emphasizing the firm's efficiency and adherence to current tax laws. The sentiment is overwhelmingly positive, with clients expressing satisfaction in the firm's ability to exceed expectations, indicating that the cost aligns well with the quality of service provided. [Read All Reviews](https://clutch.co/profile/baharestani-ritt-llp?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Jumping Jack Taxes](https://clutch.co/profile/jumping-jack-taxes) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - Philadelphia, PA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description Jumping Jack Taxes is a financial services company specializing in bookkeeping, tax preparation, and financial planning. They have received positive feedback for their efficient project management and personalized approach, with 100% of reviewers highlighting their deep understanding of client goals and ability to provide tailored advice. Clients particularly appreciate their proactive communication and commitment to helping businesses grow. [Visit Website](https://www.jumpingjacktaxes.com/) #### Timely Clients have consistently highlighted the timeliness of Jumping Jack Taxes, noting their efficient communication and quick response times. One client emphasized that they are 'very timely' and 'work very efficiently,' further underscoring the company's ability to meet deadlines and provide prompt support. Overall, the sentiment regarding timeliness is highly positive, indicating that clients can rely on Jumping Jack Taxes for timely service and effective project management. #### Experience in 1 industry Jumping Jack Taxes has demonstrated expertise primarily within the dental staffing industry, providing comprehensive financial services including bookkeeping, tax preparation, and financial planning. Clients commend the team's efficiency and deep understanding of business goals, noting significant potential tax savings. The overall sentiment is positive, highlighting the provider's proactive communication and tailored approach, making them a suitable option for businesses seeking responsive and personalized financial management. [Read All Reviews](https://clutch.co/profile/jumping-jack-taxes?verified=true#reviews) ##### Other Industry Experience Jumping Jack Taxes has demonstrated significant expertise in financial management within the Other Industry sector, particularly for a dental staffing company. Clients appreciate their comprehensive services, including bookkeeping, tax preparation, and financial planning. One client noted potential tax savings of $20,000–$25,000 due to their strategic advice. The company's timely communication and genuine understanding of client goals further enhance their reputation, making them a strong candidate for businesses seeking financial guidance and support. - 1 review for other industry industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Dental Staffing Firm (5.0/5, Dec 9, 2021): A dental staffing company hired Jumping Jack Taxes to do their taxes and handle their bookkeeping and life insurance. They lead a monthly accountability program that offers tax strategies and financial advice. [Read Full Review](https://clutch.co/go-to-review/jumping-jack-taxes/86081) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have expressed that Jumping Jack Taxes offers significant value for money, particularly in tax savings. One client noted an investment of approximately $3,500, resulting in projected tax savings of $20,000 to $25,000. The company's efficient communication and personalized service were highlighted as key strengths, reinforcing the perception of good value. Overall, clients feel that the company's pricing aligns well with the quality of service provided, making it a worthwhile investment. [Read All Reviews](https://clutch.co/profile/jumping-jack-taxes?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Hildebrand, Limparis & Associates, CPAs, PC](https://clutch.co/profile/hildebrand-limparis-associates-cpas-pc) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Frederick, MD #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Commercial Financing - 25% Financial Advising & Planning - 25% Business Consulting #### Company description Hildebrand, Limparis & Associates, CPAs, PC is an accounting firm specializing in tax planning and optimization services. The overall feedback is highly positive, with clients appreciating their expertise and reliability in managing tax-related matters. However, 20% of reviewers mentioned a need for improved responsiveness and a digital portal for better tracking. [Visit Website](https://hlacpa.com/) #### Helpful Clients express a positive sentiment towards Hildebrand, Limparis & Associates, CPAs, PC, highlighting their helpfulness in tax planning and business optimization. One client commended their impressive knowledge of tax regulations and noted a 15-year partnership with no issues from the IRS. While there are minor concerns regarding responsiveness, the overall feedback emphasizes their valuable consulting services and the recommendation to engage directly with their knowledgeable partner, Carl. #### Experience in 1 industry Hildebrand, Limparis & Associates, CPAs, PC has received positive feedback primarily from clients in the software industry, highlighting their strengths in tax planning, consulting, and responsiveness. Clients appreciate their expertise in navigating tax complexities and their long-term partnerships. The overall sentiment is favorable, particularly for software companies seeking reliable tax guidance and business optimization strategies. Potential clients in this sector are likely to find a strong match with this provider. [Read All Reviews](https://clutch.co/profile/hildebrand-limparis-associates-cpas-pc?verified=true#reviews) ##### Software Experience Hildebrand, Limparis & Associates, CPAs, PC demonstrates strong expertise in tax planning and consulting for the Software industry, as evidenced by a long-standing partnership with a custom software development company. Clients commend their thorough knowledge of tax regulations and commitment to optimizing business operations. Although there are minor concerns regarding responsiveness and the absence of an online tracking portal, the overall sentiment reflects high satisfaction, making them a reliable choice for businesses seeking accounting and consulting services. - 1 review for software industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services for Software Development Agency (5.0/5, Oct 11, 2021): Hildebrand, Limparis & Associates, CPAs, PC is providing accounting services to a development firm. They help the company close their books annually, and they assist in crafting tax planning strategies. [Read Full Review](https://clutch.co/go-to-review/hildebrand-limparis-associates-cpas-pc/31574) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients generally express satisfaction with the cost and value provided by Hildebrand, Limparis & Associates, CPAs, PC. One client noted a $100,000 investment over 15 years, highlighting the firm's effective tax planning and consulting services that ensured compliance with state and IRS regulations. Although there were minor concerns about responsiveness, clients appreciate the depth of knowledge and the quality of advice received, indicating strong overall value for money. [Read All Reviews](https://clutch.co/profile/hildebrand-limparis-associates-cpas-pc?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [Han Group LLC](https://clutch.co/profile/han-group) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Washington, DC #### Services Provided - Allocation of Expertise by Percentage - 90% Accounting - 10% Financial Advising & Planning #### Company description Han Group LLC is a financial management and outsourced accounting firm specializing in nonprofit organizations. Reviews highlight their exceptional attention to detail and expertise in financial management, with 100% positive feedback from clients. They are praised for their transformative impact on organizations' financial health, ease of communication, and ability to navigate complex financial processes, particularly during the COVID-19 pandemic. [Visit Website](https://www.hangroupllc.com/) #### Experienced The feedback regarding Han Group LLC's experience is overwhelmingly positive. Clients praise their expertise in nonprofit financial management, highlighting their detailed and thorough audits, as well as their ability to simplify complex financial processes. One client noted, 'They’ve made financial management easy for non-financial people,' and emphasized the significant improvement in their organization’s financial position due to Han Group's guidance. Overall, the sentiment reflects high satisfaction and a strong recommendation for their services. #### Experience in 1 industry Han Group LLC has received exceptional feedback primarily from the nonprofit sector, where they serve as outsourced financial management partners. Clients praise their expertise in financial reporting, audit management, and adaptability during challenges such as COVID-19. Their strengths include detailed analytics, client-centered service, and the ability to simplify complex financial processes for non-financial leaders. Overall sentiment in the nonprofit industry is highly positive, indicating that Han Group is a strong choice for organizations seeking comprehensive financial management solutions. [Read All Reviews](https://clutch.co/profile/han-group?verified=true#reviews) ##### Nonprofit Experience Han Group LLC demonstrates exceptional expertise in nonprofit financial management, as highlighted by a satisfied client from SADD. The firm's detail-oriented approach and comprehensive understanding of nonprofit financial practices have significantly alleviated financial burdens and enhanced organizational operations. Their support during challenges like COVID-19 and their ability to deliver thorough audits have garnered high praise. Overall, Han Group LLC is positioned as a valuable partner for nonprofits seeking robust financial management solutions. - 1 review for nonprofit industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting & Auditing Services for Youth Safety Nonprofit (5.0/5, Apr 20, 2021): A youth safety nonprofit hired Han Group LLC to provide them with their extensive financial management services. The team initially provided the organization with their auditing services. [Read Full Review](https://clutch.co/go-to-review/han-group/129696) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients consistently commend Han Group LLC for their exceptional value and thorough financial management services. One client, the CEO of a nonprofit, noted spending approximately $80,000 annually while receiving unmatched expertise and detailed financial reporting. They highlighted the firm's ability to simplify complex financial processes, stating, 'I don’t know if I can put a price tag on their leadership.' Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of service provided. [Read All Reviews](https://clutch.co/profile/han-group?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [LeaseAccelerator](https://clutch.co/profile/leaseaccelerator) - 50 - 249 employees - Reston, VA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Brokerage Services - 50% Financial Advising & Planning #### Company description LeaseAccelerator, a Commercial Brokerage Services and Financial Advising & Planning company, offer Commercial Brokerage Services and Financial Advising & Planning. They were launched in 2009. [Visit Website](https://explore.leaseaccelerator.com/) --- ### [HORAN](https://clutch.co/profile/horan-0) #### 5 out of 5 star rating (1 reviews) - 50 - 249 employees - Fort Mitchell, KY #### Services Provided - Allocation of Expertise by Percentage - 35% Financial Advising & Planning - 20% Financial Consulting - 35% Insurance Services & Brokers - 10% Business Consulting #### Company description HORAN provides legendary service, employee benefits consulting, wealth management and life insurance for both corporate and individual clients. Since 1948, HORAN has served as a trusted advisor providing legendary service, support and partnership in employee benefits consulting, wealth management and life insurance for estate and business planning. With offices in Cincinnati, Columbus and Dayton, Ohio; and Ft. Mitchell, Kentucky, HORAN serves both corporate and individual clients in 48 states. HORAN has a strong regional presence with a national footprint. We bring the best services, resources and value to our clients through premier national partnerships with M Financial Group, United Benefit Advisors and Retirement Planning Advisory Group.Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services. [Visit Website](https://horan-fortmitchellky.godaddysites.com) --- ### [HORAN - Wealth Management](https://clutch.co/profile/horan-wealth-management) - 50 - 249 employees - Dublin, OH #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Insurance Services & Brokers #### Company description HORAN - Wealth Management is a Financial Advising & Planning and Insurance Services & Brokers company based in Dublin, Ohio. They offer Financial Advising & Planning and Insurance Services & Brokers. [Visit Website](https://horanassoc.com/) --- ### [Oak View Law Group](https://clutch.co/profile/oak-view-law-group) - $1,000+ minimum project size - $50 - $99 average hourly rate - 50 - 249 employees - Auburn, CA #### Services Provided - Allocation of Expertise by Percentage - 30% Bankruptcy Law - 5% Finance Law - 65% Financial Advising & Planning #### Company description Headquartered in Auburn, California and Jacksonville, Florida, Oak View Law Group is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Bankruptcy Law. [Visit Website](https://www.ovlg.com) --- ### [Xaris Financial Enterprises](https://clutch.co/profile/xaris-financial-enterprises) - $1,000+ minimum project size - $150 - $199 average hourly rate - 2 - 9 employees - Trussville, AL #### Services Provided - Allocation of Expertise by Percentage - 20% Finance & Accounting Outsourcing (FAO) - 80% Financial Advising & Planning #### Company description Established in 2018, Xaris Financial Enterprises is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Finance & Accounting Outsourcing (FAO). [Visit Website](https://www.xarisfinance.com/) --- ### [Vistica Wealth Advisors](https://clutch.co/profile/vistica-wealth-advisors) - 2 - 9 employees - Carlsbad, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Advising & Planning #### Company description Vistica Wealth Advisors is a Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2015. The company is in Carlsbad, California. [Visit Website](https://visticawa.com/) --- ### [Cedars Business Services](https://clutch.co/profile/cedars-business-services) - 50 - 249 employees - Calabasas, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Business Consulting #### Company description Cedars Business Services is a Business Consulting and Financial Advising & Planning company established in 1997. The team provides Business Consulting and Financial Advising & Planning. [Visit Website](https://cedarsbusinessservices.com) --- ### [Trust Consulting Services](https://clutch.co/profile/trust-consulting-services-0) - $1,000+ minimum project size - $50 - $99 average hourly rate - 10 - 49 employees - Washington, DC #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 10% Financial Consulting - 30% IT Strategy Consulting - 30% Business Consulting #### Company description Established in 2015, Trust Consulting Services is an IT strategy consulting company. Their team focuses on IT strategy consulting and Business Consulting. [Visit Website](https://trustconsultingservices.com/) --- ### [Deloitte](https://clutch.co/profile/deloitte-1) - 10,000+ employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Commercial Financing - 25% Financial Advising & Planning - 25% Business Consulting #### Company description Deloitte is a large Business Consulting company based in Toronto, Canada and New York, New York. Their services include Business Consulting and Commercial Financing. [Visit Website](http://www.deloitte.com/) #### Less than 1% of employees work in New York office New York, NY 30 Rockefeller Plaza employees [See All Locations (3)](https://clutch.co/profile/deloitte-1#location) --- ### [Ramsey Solutions](https://clutch.co/profile/ramsey-solutions) - 1,000 - 9,999 employees - Franklin, TN #### Services Provided - Allocation of Expertise by Percentage - 50% Corporate Training & Coaching - 50% Financial Advising & Planning #### Company description Founded in 1992, Ramsey Solutions is a Corporate Training & Coaching and Financial Advising & Planning company. The team provides Corporate Training & Coaching and Financial Advising & Planning. [Visit Website](https://www.ramseysolutions.com/) --- ### [Opportunity Bank of Montana](https://clutch.co/profile/opportunity-bank-montana) - 50 - 249 employees - Bozeman, MT #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Financial Advising & Planning #### Company description Commercial Financing and Financial Advising & Planning company Opportunity Bank of Montana is located in Bozeman, Montana. They offer Commercial Financing and Financial Advising & Planning. [Visit Website](https://www.opportunitybank.com/company-culture#locations) --- ### [Paces Ferry Wealth Advisors](https://clutch.co/profile/paces-ferry-wealth-advisors) - $1,000+ minimum project size - 10 - 49 employees - Atlanta, GA #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Advising & Planning #### Company description Paces Ferry Wealth Advisors is a Financial Advising & Planning company. Founded in 2019, the team provides Financial Advising & Planning. [Visit Website](https://pacesferrywealth.com) --- ### [Skytale Group](https://clutch.co/profile/skytale-group) - $1,000+ minimum project size - $100 - $149 average hourly rate - 50 - 249 employees - Dallas, TX #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Commercial Financing - 25% Financial Advising & Planning - 25% Insurance Services & Brokers #### Company description Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize. [Visit Website](https://skytalegroup.com/) --- ### [USA Estimators](https://clutch.co/profile/usa-estimators) - $5,000+ minimum project size - $150 - $199 average hourly rate - 50 - 249 employees - Oakland, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Development - 50% Financial Advising & Planning #### Company description USA Estimators is a Commercial Development and Financial Advising & Planning company. Established in 1999, the team specializes in Commercial Development and Financial Advising & Planning. [Visit Website](https://estimators.us/) --- ### [AcculinkCpa](https://clutch.co/profile/acculinkcpa) - $5,000+ minimum project size - < $25 average hourly rate - 50 - 249 employees - Albuquerque, NM #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description Launched in 2019, AcculinkCpa is an Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning. [Visit Website](https://www.acculinkcpa.com/) --- ### [Hobart Financial Group](https://clutch.co/profile/hobart-financial-group) - $1,000+ minimum project size - < $25 average hourly rate - 250 - 999 employees - Charlotte, NC #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description Launched in 2010, Hobart Financial Group is an Accounting and Financial Advising & Planning company. Based in Charlotte, North Carolina, the team provides Accounting and Financial Advising & Planning. [Visit Website](https://hobartwealth.com/) --- ### [Vasl](https://clutch.co/profile/vasl) - 10 - 49 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Commercial Financing - 40% Financial Advising & Planning - 10% Recruiting #### Company description Vasl is a small San Francisco, California-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing. [Visit Website](https://vasl.team/) --- ### [Credit Vision LLC](https://clutch.co/profile/credit-vision) - 50 - 249 employees - Cape Coral, FL #### Services Provided - Allocation of Expertise by Percentage - 50% Finance & Accounting Outsourcing (FAO) - 50% Financial Advising & Planning #### Company description Credit Vision LLC is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their services include Finance & Accounting Outsourcing (FAO). [Visit Website](https://creditvisionllc.com/) --- ### [Senior Mortgage Loan Originator](https://clutch.co/profile/senior-mortgage-loan-originator) - 50 - 249 employees - Sarasota, FL #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Brokerage Services - 50% Financial Advising & Planning #### Company description Senior Mortgage Loan Originator is a Commercial Brokerage Services and Financial Advising & Planning company. Their team provides Commercial Brokerage Services. [Visit Website](https://warrenfherman.com/) --- ### [Passive Capital Managament](https://clutch.co/profile/passive-capital-managament) - 1,000 - 9,999 employees - Baltimore, MD #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description Founded in 2007, Passive Capital Managament is a Financial Advising & Planning and Funding & Investment company. The company provides Financial Advising & Planning and Funding & Investment. [Visit Website](https://passivecapital.com/) #### 100% of employees work in Baltimore office Baltimore, 2650 Quarry Lake 501 - 750 employees 13154783130 Baltimore, MD 2650 Quarry Lake Drive 201 - 250 employees [See All Locations (2)](https://clutch.co/profile/passive-capital-managament#location) --- ### [Tencap Wealth Coaching](https://clutch.co/profile/tencap-wealth-coaching) - 10 - 49 employees - South Jordan, UT #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Financial Consulting #### Company description Tencap Wealth Coaching is a Financial Advising & Planning and Financial Consulting company. Founded in 2022, the team offers Financial Advising & Planning and Financial Consulting. [Visit Website](https://www.tencap.com/) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences. Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria. Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them. We evaluate service providers using a [structured methodology](https://clutch.co/methodology) that combines: - In-depth client interviews and ratings - Comprehensive project details - Market presence - Portfolio examples and industry recognition This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top. Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly. We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether. Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.