Top Financial Services Firms in the United States

Ratings Updated: May 9, 2026

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves United States

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.

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Reviews mention Easy to work with
Clients have consistently highlighted the ease of collaboration with CSTMR Digital Marketing, noting their accessibility and commitment. A communications specialist from Michigan Municipal Risk Management Authority emphasized that the team acted as true partners, demonstrating a deep understanding of client needs. The project management was characterized by regular communication and effective coordination, further enhancing the sentiment of being easy to work with. Overall, the feedback reflects a strong positive sentiment regarding the collaborative nature of the company.

Website & CRM for Public Risk Pool

5.0 Apr 24, 2019

They’re accessible, easy to work with, and committed to our organization. Rory (CEO, CSTMR Digital Marketing) and Jack (Co-Founder, CSTMR Digital Marketing) have been true partners every step of the way. They and their remote team invested time to understand our needs and the tools we wanted. They’re an extension of our team.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients have expressed high satisfaction with CSTMR's expertise in branding and marketing strategy. One notable feedback highlighted a significant increase in website traffic and customer base following a comprehensive rebranding effort. Clients commended CSTMR's responsive communication and methodical project management, with no reported areas for improvement. Overall, the sentiment is overwhelmingly positive, indicating CSTMR's capability to deliver impactful results for startups in the fintech sector.
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Industry Experience

CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial services

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More responsive than most other service providers

CSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves United States

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

Talent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more
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Industry Experience

Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisure

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What Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.
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Troncone CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Boca Raton, FL

Services provided

20% Accounting

20% Financial Consulting

20% Funding & Investment +2 services

20% Real Estate Law

20% Tax Law

Troncone CPA is a small Accounting company. They offer Accounting and Tax Law and were founded in 1999.
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EM Corporate Solutions LLC

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

West Columbia, SC

Services provided

35% Accounting

35% Funding & Investment

30% Fractional CFO Services

EM Corporate Solutions LLC is an Accounting company. Established in 2018, the team provides Accounting and Funding & Investment.
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Business Loan Warrior

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Clifton, NJ

Services provided

25% Accounting

25% Financial Advising & Planning

25% Financial Consulting +1 service

25% Funding & Investment

Business Loan Warrior is a small Accounting company headquartered in Clifton, New Jersey. The team provides Accounting and Financial Advising & Planning.
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Stapley Accounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Smithfield, UT

Services provided

25% Accounting

25% Commercial Financing

25% Financial Advising & Planning +1 service

25% Financial Consulting

Stapley Accounting, a Commercial Financing company, is based in Smithfield, Utah. They provide Commercial Financing and Accounting.
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Digital Wealth Partners

Not yet reviewed

$100,000+

Undisclosed

50 - 249

Dallas, TX

Services provided

40% Digital Asset Management

40% Financial Advising & Planning

20% Financial Consulting

Founded in 2024, Digital Wealth Partners is a midsize Dallas, Texas-based Financial Advising & Planning company. Their team offers Financial Advising & Planning and Digital Asset Management.
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Your Health Coverage Concierge LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Glendale, AZ

Services provided

100% Insurance Services & Brokers

Your Health Coverage Concierge LLC is an Insurance Services & Brokers company. They are in Glendale, Arizona, and their services include Insurance Services & Brokers.
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Alliance Risk

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

New York, NY

Services provided

50% Insurance Law

50% Insurance Services & Brokers

Alliance Risk, an Insurance Services & Brokers and Insurance Law company, was established in 2025. The small team focuses on Insurance Services & Brokers and Insurance Law.
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Pinion Family Insurance Agency

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Oxford, MS

Services provided

100% Insurance Services & Brokers

Pinion Family Insurance Agency is an Insurance Services & Brokers company. Headquartered in Oxford, Mississippi, their team focuses on Insurance Services & Brokers.
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PUBLIC TAX, CORP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dunedin, FL

Services provided

100% Accounting

PUBLIC TAX, CORP is an Accounting company. They are located in Dunedin, Florida and have small team of experts. Their services include Accounting.
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Dennis M. Maciasz CPA

Not yet reviewed

$1,000+

< $25 / hr

2 - 9

Zachary, LA

Services provided

100% Accounting

Dennis M. Maciasz CPA is an Accounting company founded in 1985. The firm specializes in Accounting.
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MB Accounting

Not yet reviewed

$1,000+

$200 - $300 / hr

10 - 49

Irving, TX

Services provided

40% Accounting

20% Finance & Accounting Outsourcing (FAO)

10% Business Consulting +3 services

10% Business Continuity Management

10% Finance Law

10% Financial Consulting

Small Accounting company MB Accounting, is based in Irving, Texas. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Davenport & Associates

Not yet reviewed

$1,000+

$200 - $300 / hr

2 - 9

Norwalk, CT

Services provided

50% Insurance Services & Brokers

25% Financial Advising & Planning

25% Tax Law

Davenport & Associates is an Insurance Services & Brokers company. Their team is headquartered in Norwalk, Connecticut. The firm offers Insurance Services & Brokers and Financial Advising &
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First State Insurance Agency Southwest

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Worthington, MN

Services provided

100% Insurance Services & Brokers

First State Insurance Agency Southwest is an Insurance Services & Brokers company founded in 1930. Their services include Insurance Services & Brokers.
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tekrisq, inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Nocatee, FL

Services provided

50% Cybersecurity

20% Insurance Services & Brokers

10% Compliance Consulting +3 services

10% IT Managed Services

5% Business Continuity Management

5% Supply Chain Management

Launched in 2021, tekrisq, inc., a small Cybersecurity company, is headquartered in Nocatee, Florida. Their services include Cybersecurity and Insurance Services & Brokers.
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Taxleaf Orlando - Tax, Accounting & Bookkeeping Services in Lake Mary Florida

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lake Mary, FL

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

Taxleaf Orlando - Tax, Accounting & Bookkeeping Services in Lake Mary Florida is an Accounting and Finance & Accounting Outsourcing (FAO) company. Their team specializes in Accounting.
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$250 Best for freelancers & small businesses $500 Best for growing small businesses $1,000 Best for established & scaling businesses

Starter Package (Essential Compliance)
Taxleaf Orlando provides reliable tax, bookkeeping, accounting, and payroll services tailored to individuals, startups, and growing businesses. Our flexible packages ensure accurate financial management, compliance, and strategic support to help your business thrive.
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CountDeFi

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Beaverton, OR

Services provided

50% Accounting

50% Tax Law

CountDeFi is a Tax Law and Accounting company headquartered in Beaverton, Oregon. They specialize in Tax Law and Accounting and were launched in 2017.
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Grant Ninja

Not yet reviewed

$50,000+

Undisclosed

10 - 49

Fort Worth, TX

Services provided

100% Accounting

Grant Ninja is an Accounting company located in Fort Worth, Texas. Their services include Accounting.
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Leon Nazarian, CPA, JD

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Santa Monica, CA

Services provided

70% Accounting

20% Financial Advising & Planning

10% Financial Consulting

Leon Nazarian, CPA, JD is an Accounting company. The team focuses on Accounting and Financial Advising & Planning and is based in Santa Monica, California.
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Koontz & Parkin, CPAs

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Sarasota, FL

Services provided

100% Accounting

Koontz & Parkin, CPAs is a respected accounting services firm specializing in monthly bookkeeping, tax preparation, and financial advisory for businesses. Clients commend their expertise, proactive approach, and seamless communication, with 100% positive feedback highlighting their reliability and efficiency in managing financial tasks and ensuring compliance.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeepting & Tax Preperation for Inbound Marketing Firm
5.0 — Koontz & Parkin, CPAs provides bookkeeping, tax preparation, and tax consultation services for a marketing agency. Read more
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Industry Experience

Koontz & Parkin, CPAs has demonstrated strong expertise in the Advertising & Marketing sector, particularly servicing clients in real estate, healthcare, and technology industries. Their clients praise the firm for comprehensive bookkeeping, tax preparation, and proactive financial advice, resulting in significant time and cost savings. Overall sentiment is highly positive, indicating that potential clients in these industries can expect reliable partnerships and effective financial management.
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Advertising & marketing

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What Clients Have Said
Clients of Koontz & Parkin, CPAs express strong satisfaction with the value for money provided. One CEO noted an investment of approximately $30,000 for ongoing services, emphasizing that the firm offers peace of mind and saves time and money. Clients appreciate the proactive approach and the team's expertise, which contributes to their overall satisfaction. There were no significant complaints regarding pricing, indicating a positive sentiment towards the company's cost-effectiveness.
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About Profit

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

80% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

About Profit is a company specializing in accounting services, focusing on tax preparation, financial advisory, and consulting. They have received predominantly positive feedback, with 100% of reviewers highlighting their reliability and problem-solving capabilities. Clients appreciate the prompt communication and personalized support, though some suggest improvements in handling payroll issues. Overall, About Profit is valued for enhancing clients' time efficiency and peace of mind.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep Services for Software Company
5.0 — About Profit (formerly Barlin Business Solutions) provides tax preparation services for a small software company. They also consult on situations such as structuring salaries, balance personal Read more
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Industry Experience

About Profit has demonstrated expertise primarily in the IT Services industry, where they have successfully assisted clients with tax preparation and consulting. Feedback highlights their strengths in providing reliable, timely communication and creative problem-solving, resulting in considerable time savings and peace of mind for clients. Overall sentiment is positive, suggesting that potential clients in the IT Services sector would benefit from engaging About Profit for their tax-related needs and business structuring advice.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have reported a positive overall sentiment regarding About Profit's cost and value for money, highlighting their reliability and prompt communication. One client noted an investment of approximately $10,000, emphasizing significant time savings and peace of mind gained from the partnership. They appreciated the tailored consulting services that addressed complex tax issues, although there were suggestions for improvement in managing specific payroll challenges. Overall, clients feel the investment is justified by the quality of service received.
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Fritz Nelson LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Grand Forks, ND

Services provided

75% Accounting

15% Business Consulting

10% Financial Consulting

Fritz Nelson LLC is a provider of accounting services, specializing in bookkeeping and CPA solutions. They maintain a strong reputation for diligence and attention to detail, ensuring accurate financial reporting for their clients. The feedback is overwhelmingly positive, with 100% of reviewers appreciating the team's ability to deliver timely and reliable service.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping for Telecommunications Software Company
5.0 — Fritz Nelson LLC consolidated a software company’s credit card statements. They continue to provide bookkeeping and tax advice. Read more
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Industry Experience

Fritz Nelson LLC has demonstrated expertise primarily in the telecommunications industry, particularly with software companies focused on telephone-based applications. Feedback highlights their diligence, attention to detail, and effective collaboration through modern communication tools. Clients appreciate their ability to streamline bookkeeping services, resulting in improved financial oversight. Overall sentiment indicates strong satisfaction, suggesting that Fritz Nelson LLC is well-suited for clients in telecommunications and related tech sectors seeking meticulous financial management.
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Telecommunications

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed positive sentiments regarding Fritz Nelson LLC's cost-effectiveness and value for money. One client noted that the 'price to quality ratio was better than our other options,' having invested around $450 for ongoing services. The company's diligence and attention to detail further enhance their perceived value, with clients appreciating timely categorization of transactions that support accurate business insights. Overall, the feedback indicates strong satisfaction with the pricing relative to the quality of services provided.
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Ogden Page Accountancy Corporation

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

100% Accounting

Ogden Page Accountancy Corporation is a specialized firm offering comprehensive accounting services, including tax preparation, bookkeeping, and financial advisory. Reviewers consistently praise their detail-oriented approach, with 100% positive feedback highlighting their effectiveness in cost-saving and ethical practices. Clients appreciate their proactive communication and business savvy, making them a reliable partner for financial management.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Branding & Marketing Agency
5.0 — Ogden Page Accountancy Corporation provides bookkeeping and tax services for a marketing agency. They also dedicate business consulting support, making key recommendations to better equip the Read more
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Industry Experience

Ogden Page Accountancy Corporation has demonstrated strong expertise in the Advertising & Marketing industry, providing comprehensive tax and bookkeeping services that have led to significant cost savings for clients. Their strengths include detailed bookkeeping, proactive business advising, and effective communication. Overall sentiment is highly positive, with clients appreciating the firm’s attention to detail and business acumen, making them a strong candidate for businesses seeking financial management within this sector.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Ogden Page Accountancy Corporation consistently highlight the company's cost-effectiveness and value for money. One client noted that their investment of over $10,000 resulted in significant savings on taxes and improved bookkeeping efficiency, stating, "He’s very cost-effective. I used to do my taxes elsewhere and spent much more money for the services I received." Overall, the sentiment reflects satisfaction with the quality of service relative to the costs incurred.
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Carl C. Shade, CPA

5.0 1 review

Undisclosed

Undisclosed

Freelancer

McLean, VA

Services provided

100% Accounting

Carl C. Shade, CPA provides comprehensive tax accounting services, specializing in tax preparation and financial statement preparation for businesses such as S corporations. Clients praise his responsiveness and accommodating nature, with 100% of the feedback highlighting a seamless and positive experience in managing taxation needs.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting for Web-Based Startup
5.0 — A startup hired Carl C. Shade, CPA for their tax accounting services. They worked with the startup from the beginning. Read more
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Industry Experience

Carl C. Shade, CPA has demonstrated expertise primarily in the IT Services industry, providing comprehensive tax accounting services to S corporations. Clients commend his responsiveness, accessibility, and seamless engagement, noting his strong understanding of local regulations. Overall sentiment is positive, highlighting his ability to address complex taxation needs effectively. Potential clients in IT Services seeking reliable tax accounting support would find this provider to be a valuable match.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with Carl C. Shade, CPA's pricing and overall value, highlighting a cost of $400 annually for comprehensive tax accounting services. Feedback indicates a seamless engagement, with notable responsiveness and accessibility. One client stated that the experience was positive and highlighted the firm's ability to handle inquiries promptly, suggesting that the services provided were worth the investment. Overall, the sentiment reflects a strong alignment of cost with the quality of service received.
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MillerSearles LLC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Allentown, PA

Services provided

100% Accounting

MillerSearles LLC is a boutique accounting firm specializing in tax preparation, financial statement preparation, and business auditing. With 100% positive feedback, clients commend their reliability, quick document delivery, and comprehensive tax services. Although their services are premium-priced, they are trusted for their expertise and efficiency.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax & Accounting Services for Commercial Real Estate Company
5.0 — MillerSearles LLC provides tax and accounting services for a commercial real estate company. They help the client find tax sheltering; they also audit financial statements. Read more
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Industry Experience

MillerSearles LLC has demonstrated expertise primarily in the real estate industry, providing tax services and financial statement audits. Clients express high satisfaction with their reliability, promptness, and trustworthiness, noting significant positive impacts on tax management and compliance. Overall, the sentiment reflects strong client confidence in MillerSearles LLC's services for real estate professionals seeking specialized accounting assistance.
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Real estate

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Average Project Cost Breakdown

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

What Clients Have Said
Clients appreciate the value provided by MillerSearles LLC, noting their reliability and expertise in tax management. One client mentioned investing approximately $15,000, highlighting that despite higher costs typical of boutique firms, the quality of service justifies the expense. They emphasize that MillerSearles delivers prompt responses and effective tax solutions, reinforcing the sentiment that clients receive good value for their investment.
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Tax City, Inc.

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Temecula, CA

Services provided

100% Accounting

Tax City, Inc. is an accounting services firm specializing in tax preparation and bookkeeping. The company is praised for its effective tax-saving strategies and excellent project management, with 100% positive feedback highlighting their personable service and efficiency. A common suggestion is to expand their team to enhance service capacity.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

B2C Tax Preparation Services for VP of Business Dev
5.0 — Tax City, Inc. prepared the 2020 taxes of a business development professional using QuickBooks. One person was in charge of the project. Read more
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Industry Experience

Tax City, Inc. has garnered positive feedback primarily within the business services sector, where their expertise in tax preparation and strategy implementation has proven beneficial. Clients have praised their effective project management, timely communication, and personable approach, which fosters strong professional relationships. Overall sentiment indicates a high level of satisfaction, with recommendations emphasizing their capacity to deliver significant tax savings and improved financial outcomes.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend Tax City, Inc. for delivering significant value relative to their pricing. One client noted an investment of $1,200, which resulted in effective tax-saving strategies and a positive experience marked by excellent project management and communication. Overall, feedback reflects satisfaction with the cost-effectiveness and quality of service, with recommendations to engage early in the process for optimal results.
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Cory L Robinson CPA PC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Buford, GA

Services provided

80% Accounting

20% Business Consulting

Cory L Robinson CPA PC is a dedicated accounting services firm specializing in tax preparation, financial statement preparation, and bookkeeping. Clients praise their exceptional flexibility and problem-solving skills, with 100% positive feedback highlighting their adept handling of complex tax situations and consistent communication. Their ability to manage entire accounting departments is especially valued by small business owners.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for IT Service Company
5.0 — Cory L Robinson CPA PC provides ongoing accounting services to a web development and consulting company. They handle 1099 filings, business re-classification, and regular yearly tax processes. Read more
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Industry Experience

Cory L Robinson CPA PC has garnered positive feedback primarily in the IT Services industry, where they have effectively managed accounting needs for web development businesses. Clients commend their expertise in tax management and problem-solving, particularly in complex tax scenarios, emphasizing their flexibility and responsiveness. Overall sentiment reflects strong satisfaction with their ability to streamline accounting processes, making them a suitable choice for small business owners in the IT sector seeking reliable accounting support.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients of Cory L Robinson CPA PC express high satisfaction with the company's value for money, particularly highlighting the significant reduction in tax bills as a major benefit. One client noted spending $13,000 over four years, emphasizing the comprehensive support received without additional charges for complex issues. Overall, the sentiment reflects a strong appreciation for the firm's expertise and flexibility, making it a recommended choice for small business accounting needs.
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River Rock Financial

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Yonkers, NY

Services provided

100% Accounting

River Rock Financial is an accounting services provider specializing in tax preparation. With a focus on handling clients' tax needs efficiently, they have received positive feedback for their honesty and reliability, satisfying customer expectations. However, some clients suggest they could improve by better anticipating business needs and offering strategic tax advice.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Dental Staffing Firm
5.0 — River Rock Financial provided accounting services for a dental staffing company. They were tasked with handling the firm’s taxes. Read more
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Industry Experience

River Rock Financial has demonstrated expertise in the dental staffing industry, providing reliable tax services that garnered positive feedback for their professionalism and integrity. Clients appreciate their straightforward communication and ability to fulfill commitments, although some suggest improvements in proactive tax strategy recommendations. Overall, River Rock Financial is well-suited for clients in the healthcare sector, particularly dental services, as they deliver effective solutions and satisfactory results.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have generally expressed satisfaction with River Rock Financial's cost-effectiveness, noting an investment of $500 for tax services and a reliable execution of agreed-upon tasks. One client appreciated their honesty and lack of complications, while suggesting improvements in anticipating client needs. Overall, the sentiment indicates that clients perceive good value for money, particularly for straightforward services, although proactive strategic advice may be an area for enhancement.
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L. Griffin Consulting, LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Stone Mountain, GA

Services provided

70% Accounting

30% Commercial Brokerage Services

L. Griffin Consulting, LLC is a professional accounting services firm specializing in tax preparation and financial advisory. The company is praised for its exceptional tax filing skills and deep knowledge of tax laws, highlighted by 100% positive feedback regarding their expertise and professionalism. Clients appreciate their effective communication and comprehensive support in financial matters.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Business Setup & Tax Preparation for Coaching Company
5.0 — L. Griffin Consulting, LLC helps a coaching business with their tax preparation. The team has also helped the client set up their business to ensure that it aligns with IRS rules. Read more
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Industry Experience

L. Griffin Consulting, LLC has garnered positive feedback primarily in the Education industry, showcasing expertise in tax preparation and business setup. Clients commend their knowledge, professionalism, and effective communication, highlighting the firm's ability to navigate tax laws efficiently. Overall, the sentiment is highly favorable, indicating a strong fit for educational institutions and consultants seeking reliable financial guidance.
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Education

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised L. Griffin Consulting, LLC for providing excellent value for money, particularly in tax preparation services. One client noted an investment of approximately $350 for tax filing and $500 for business setup, highlighting the company's professionalism and expertise. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, with no reported areas for improvement, indicating strong client trust and perceived value.
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Kramer & Jensen, LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Centennial, CO

Services provided

100% Accounting

Kramer & Jensen, LLC is a professional accounting firm specializing in financial advisory, tax preparation, financial analysis, and corporate accounting services. They have received 100% positive feedback, with clients praising their reliability, responsiveness, and strategic financial guidance. Reviewers frequently mention their reasonable pricing structure and the significant value provided by their services.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Business Accounting for Web Design Firm
5.0 — Kramer & Jensen, LLC provided accounting for a business. This included tax strategy, corporate filings, and financial advice. Read more
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Industry Experience

Kramer & Jensen, LLC has received positive feedback primarily from the Advertising & Marketing industry, highlighting their expertise in corporate accounting and tax strategy. Clients appreciate their thoroughness, reliability, and professional guidance, which have led to improved financial stability and growth. Overall, the sentiment is highly favorable, indicating that businesses in need of strategic financial advice and tax services would benefit greatly from partnering with Kramer & Jensen.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Kramer & Jensen, LLC for their reasonable pricing structure and exceptional value for money. One client noted that their costs are transparent and consistent, stating, 'I have never been surprised with a bill,' and emphasized that others would likely charge more for the level of engaged advice received. Overall sentiment reflects satisfaction with the firm's cost-effectiveness, which contributes to a strong partnership in financial matters.
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Joseph Apuzzo, CPA

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Brick Township, NJ

Services provided

100% Accounting

Joseph Apuzzo, CPA is a highly recommended accounting services provider specializing in bookkeeping and tax preparation, including quarterly tax filings. Reviewers consistently highlight Joe's proficiency and professionalism, with 100% positive feedback. His expertise in IRS tax regulations and dedication to clients makes him an ideal choice for businesses and individuals seeking reliable financial services.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Preparation for Life Coaching Platform
5.0 — Joseph Apuzzo, CPA is providing bookkeeping and tax preparation services for a life coaching platform. They provide the required documents for the client's quarterly tax filings. Read more
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Industry Experience

Joseph Apuzzo, CPA has demonstrated notable expertise in the consulting industry, particularly in bookkeeping and tax preparation. Clients highlight his proficiency in IRS regulations, effective communication, and dedication to client success. Feedback emphasizes his ability to handle diverse business entities, including small businesses and larger corporations. Overall, sentiment is overwhelmingly positive, suggesting strong compatibility for clients in consulting and related sectors seeking reliable accounting and tax services.
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Consulting

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently praise Joseph Apuzzo, CPA for his fair and transparent pricing structure, which is based on the number of services provided. One long-term client noted that billing has always been 'on point' and highlighted Joe's extensive knowledge and professionalism. Overall, the sentiment reflects a strong sense of value for money, with clients expressing high satisfaction and a willingness to recommend his services.
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Selena Fogg, CPA

5.0 1 review

Undisclosed

Undisclosed

Freelancer

Amarillo, TX

Services provided

80% Accounting

20% Business Consulting

Selena Fogg, CPA, is a dedicated accounting services provider specializing in bookkeeping, tax filing, and financial advisory. With a 100% positive feedback rate, clients commend her personalized approach and financial expertise, particularly in tax preparation and business consulting. Her ability to educate and adapt to client needs ensures optimal financial management, fostering a sense of security and trust.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping for Painting Tool Manufacturer
5.0 — Selena Fogg, CPA provides accounting services for a painting tool manufacturer. The team handles monthly and yearly tax filings. They offer business consulting as well as QuickBooks Read more
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Industry Experience

Selena Fogg, CPA has received positive feedback from clients in the manufacturing sector, highlighting her expertise in bookkeeping, tax filings, and business consulting. Clients appreciate her personalized approach, reliability, and ability to navigate complex tax laws, resulting in a strong sense of security and improved financial management. Overall sentiment in this industry is highly favorable, making Selena Fogg a suitable choice for businesses seeking comprehensive financial support.
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Manufacturing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express strong satisfaction with Selena Fogg, CPA's pricing structure, noting a flat rate of $350 per month for comprehensive services, including tax filings and business consulting. One client highlighted the value of having access to expert financial management, which instills a sense of security and prevents costly mistakes. Overall, feedback indicates that clients perceive a high value for money, appreciating the personalized attention and expertise provided by Selena Fogg.
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HWI Corporation

5.0 1 review

Undisclosed

Undisclosed

2 - 9

South Pasadena, CA

Services provided

80% Accounting

20% Business Consulting

HWI Corporation specializes in Accounting Services, excelling in Tax Preparation and Tax Filing. Their clients commend their timeliness, knowledgeable staff, and exceptional communication, with positive feedback in 100% of reviews. Their reasonable fees and ability to educate clients on tax processes further highlight their expertise and dedication to client satisfaction.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Processing for Entertainment Startup
5.0 — HWI Corporation helps an audience relationship management startup with their tax filings. For the last two years, the client has sent over financials through email, awaiting the final Read more
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Industry Experience

HWI Corporation has received positive feedback primarily from clients in the Arts, Entertainment & Music industry. They are recognized for their expertise in tax-related services, demonstrating strengths in timely communication, professionalism, and client education. Clients noted their reasonable fees and effective project management. Overall sentiment is highly favorable, indicating that HWI Corporation is a good fit for startups and businesses needing reliable financial guidance in this sector.
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Arts, entertainment & music

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised HWI Corporation for their reasonable fees and high value for money. One client noted spending approximately $1,200 over two years for tax services and highlighted the company's knowledgeable and timely support. Their quick response times and effective communication have also been commended, contributing to an overall positive sentiment regarding cost-effectiveness. Clients expressed satisfaction with the services provided, indicating that HWI Corporation delivers strong value without compromising quality.
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Leivas Tax Wealth Management

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Riverside, CA

Services provided

100% Accounting

Leivas Tax Wealth Management is a professional accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With 100% positive reviews highlighting their expertise in tax laws and business consulting, clients appreciate their communicative approach and personalized service, though they could improve on meeting deadlines during busy periods.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Preparation for Parking Services Company
5.0 — Leivas Tax Wealth Management services for a parking services company. Their work includes bookkeeping, IRS extensions and payments, and other business consulting services. Read more
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Industry Experience

Leivas Tax Wealth Management has demonstrated expertise primarily in the Hospitality & Leisure sector, providing bookkeeping and tax consulting services. Feedback highlights their knowledge of tax laws, effective communication, and personalized relationships as key strengths. Clients appreciate their ability to save time and facilitate business growth. However, some concerns regarding deadline management during peak tax season have been noted. Overall, they appear well-suited for clients in the hospitality industry seeking comprehensive tax and financial management support.
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Hospitality & leisure

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed satisfaction with Leivas Tax Wealth Management's pricing in relation to the value provided, highlighting a substantial investment of approximately $50,000 over six years for ongoing services. They appreciate the firm's expertise in tax laws and its role in helping businesses save time and money. Overall sentiment indicates that clients find the services beneficial, though some suggest improvements in deadline management during peak periods.
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Williams CPA PLLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Boone, NC

Services provided

80% Accounting

20% Business Consulting

Williams CPA PLLC is an accounting firm specializing in tax preparation, financial consulting, and accounting services. Reviews highlight the firm's ability to provide tailored and insightful financial advice, offering clients peace of mind and confidence in their financial decisions. Notably, 100% of reviewers appreciate their personalized approach, particularly the owner’s dedication to understanding and addressing client needs effectively.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting & Financial Consulting for Creative Agency
5.0 — Williams CPA PLLC handles taxes and provides financial consulting. They also handle filing for out-of-state clients. Read more
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Industry Experience

Williams CPA PLLC has received positive feedback primarily from clients in the software industry, emphasizing their expertise in tax handling and financial consulting. Clients appreciate the personalized attention and clarity they provide, which has contributed to improved decision-making and financial stability. Overall sentiment is strong, with clients noting the value of their services, although some desire a broader range of offerings for a more comprehensive solution.
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Software

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive Williams CPA PLLC as providing excellent value for money, particularly noting the affordability of their services, with one client investing approximately $2,000 annually. The personalized attention and expertise offered by Mira, the owner and CPA, have garnered positive feedback, instilling confidence and peace of mind in clients. Overall, clients appreciate the balance of cost and quality, although some express a desire for additional services to enhance convenience.
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Chan H. Park

5.0 1 review

Undisclosed

Undisclosed

Freelancer

Towson, MD

Services provided

100% Accounting

Chan H. Park is a CPA specializing in tax preparation and filing services. With a long-standing client relationship since 2007, the feedback highlights his exceptional response time and thorough communication. Notably, 100% of reviewers express satisfaction, citing no areas for improvement in his accounting services.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting for Children's Clothing Store
5.0 — Chan H. Park files the annual taxes for a small children’s clothing store. Read more
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Industry Experience

Chan H. Park has received positive feedback primarily in the Consumer Products industry, specifically from a children's clothing store. Clients appreciate his timely and thorough responses, indicating strong project management skills and effective communication. His expertise in tax support has alleviated burdens for clients, allowing them to focus on their core business activities. Overall, the sentiment is highly favorable, suggesting a good fit for businesses needing reliable tax and accounting services within consumer-oriented sectors.
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Consumer Products

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What Clients Have Said
Clients generally perceive Chan H. Park's services as offering excellent value for money, with one client noting an annual investment of $600–$800 for tax support since 2007. Feedback highlights the efficiency gained by outsourcing tax filing, allowing clients to focus on their business. The responsiveness and thoroughness of Chan H. Park have also been commended, contributing to a positive overall sentiment regarding cost-effectiveness and service quality.
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METER & LOWE LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Birmingham, AL

Services provided

100% Accounting

METER & LOWE LLC is a specialized accounting and legal firm focusing on individual and personal accounting services rather than large business clientele. Feedback indicates strong effectiveness in their services, with 100% of reviewers noting successful outcomes. Wayne, the firm's owner, is praised for his flexibility and unique approach, although some mention he could benefit from more structured methods.

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Industry Experience

METER & LOWE LLC has demonstrated significant expertise in the Consumer Products industry, particularly in supporting businesses through financial and legal challenges. Clients praise their effective handling of complex tax law and transitional capital flows, particularly during the Great Recession. The positive feedback emphasizes their strong project management and unique qualifications, such as having a JD and CPA. Potential clients in similar sectors may benefit from their tailored approach and in-depth understanding of accounting and legal matters.
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Consumer Products

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What Clients Have Said
Clients have noted that METER & LOWE LLC offers effective services at a reasonable cost, with one reviewer stating they invested less than $10,000 for impactful assistance during a challenging transition. While the service may feel expensive, it is perceived as valuable, with high praise for Wayne's expertise and ability to navigate complex financial systems. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, despite some suggestions for improved structure in service delivery.
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Bilardo & Associates LLC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Philadelphia, PA

Services provided

80% Accounting

20% Business Consulting

Bilardo & Associates LLC is an accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and CFO services. The reviews highlight their flexibility and understanding of small business challenges, with 100% of feedback being positive. Clients appreciate their reliable support and local presence, enhancing seamless collaboration.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting & Financial Consulting for Marketing Agency
5.0 — Bilardo & Associates LLC provides accounting services for a digital marketing agency and a booking company. They handle taxes, monitor cash flow, and assume the duties of an outsourced Read more
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Industry Experience

Bilardo & Associates LLC has demonstrated expertise in the Advertising and Marketing industry, providing outsourced accounting and controller services to businesses like Mole Street. Clients commend their flexibility, hands-on approach, and deep understanding of the challenges faced by small business owners. The overall sentiment is positive, highlighting their reliability and local presence, making them a strong fit for companies requiring tailored financial management solutions within this sector.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed satisfaction with Bilardo & Associates LLC's pricing, noting that the annual investment of approximately $18,000 provides significant value for comprehensive services, including tax and accounting management. Feedback highlights the company's flexibility and hands-on approach, allowing for tailored solutions to meet specific needs. Clients appreciate the local presence and responsiveness, reinforcing the perception that the services offered are well worth the cost.
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Crouch & Company, LLC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Woodstown, NJ

Services provided

80% Accounting

20% Business Consulting

Crouch & Company, LLC is a professional accounting firm specializing in tax preparation and advisory services. Reviewers consistently praise the firm's knowledgeable and organized approach, particularly in assisting with tax filing and bookkeeping for businesses, with 100% positive feedback highlighting their impactful and candid support.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting for Digital Marketing Agency
5.0 — Crouch & Company, LLC provided tax accounting services for the client, filing their personal and business taxes. Along the way, they acted as an informal financial advisor. Read more
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Industry Experience

Crouch & Company, LLC has demonstrated expertise primarily in the Advertising & Marketing industry, providing impactful tax and advisory services. Clients appreciate their in-depth knowledge of tax regulations and effective organizational skills, which have contributed to business growth. Overall sentiment in this sector is highly positive, highlighting the company's strengths in personalized service and strategic financial guidance, making them a strong candidate for similar businesses seeking fiscal expertise.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Crouch & Company, LLC is perceived as providing excellent value for money, with clients noting a reasonable annual investment of $1,500-$2,000. One client highlighted that the guidance received saved them money through effective tax strategies, particularly beneficial for a new business. Overall sentiment reflects a high level of satisfaction with the company's services, emphasizing their knowledge and organizational skills, with no reported areas for improvement.
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Dean D. Ledbetter, CPA

5.0 1 review

Undisclosed

Undisclosed

Freelancer

Hoover, AL

Services provided

100% Accounting

Dean D. Ledbetter, CPA is a sophisticated accounting services firm specializing in bookkeeping and financial advisory, with a strong emphasis on accurate business filings. While 80% of reviewers praise their expertise and resourcefulness, some indicate that their services are costly and note the importance of clear communication regarding metrics and transactions.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Business Filings for Window Film Company
5.0 — Dean D. Ledbetter, CPA provided accounting and business filing services, ensuring that the books were balanced and payroll liabilities were filed correctly. Read more
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Industry Experience

Dean D. Ledbetter, CPA has demonstrated expertise in the Consumer Products industry, particularly for businesses like window tinting services. Clients praise their thoroughness in managing accounting tasks and their ability to transition from traditional bookkeeping methods to modern systems. While the sentiment is largely positive regarding their professionalism and knowledge, feedback indicates that their services are considered somewhat expensive. Effective communication regarding accounting metrics is essential for potential clients.
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Consumer Products

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have noted that while Dean D. Ledbetter, CPA provides effective accounting services and is well-versed in their field, their pricing is perceived as relatively high for the value offered. One client mentioned spending approximately $1,500 since 2016, indicating ongoing engagement. However, feedback suggests that potential clients should ensure clear communication regarding metrics to avoid unexpected charges, highlighting the importance of transparency in their service offerings.
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Stetz, Belgiovine, Manwarren & Wallis, P.C.

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Verona, NJ

Services provided

70% Accounting

30% Business Consulting

Stetz, Belgiovine, Manwarren & Wallis, P.C. is an accounting services firm specializing in tax preparation, bookkeeping, and financial advisory services. Reviewers consistently praise their knowledgeable and personable team, with 100% positive feedback highlighting their efficiency and support during tax season. Approximately 80% of reviewers emphasize their effective communication and proactive financial consultation.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation & Financial Consulting for IT Company
5.0 — Stetz, Belgiovine, Manwarren and Wallis, P.C. manages tax preparation and provides financial consulting services to maximize returns for a computer consulting company. Read more
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Industry Experience

Stetz, Belgiovine, Manwarren & Wallis, P.C. has demonstrated expertise primarily in the IT Services sector, providing tax preparation, financial consulting, and audit support. Clients commend their knowledgeable and personable team, highlighting their effective communication and thoroughness during tax season. The firm is notably effective in optimizing tax benefits, such as credits for research and development. Overall, the sentiment reflects strong client satisfaction, particularly for companies needing financial guidance within the IT industry.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed satisfaction with Stetz, Belgiovine, Manwarren & Wallis, P.C.'s pricing, typically ranging from $3,500 to $5,000 annually for comprehensive tax services. Feedback highlights their ability to provide valuable advice on tax savings and efficient service delivery, with one client noting that they deliver quality work at a reasonable rate. Overall sentiment indicates that clients perceive strong value for money, particularly in their responsiveness and expertise.
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The Cloud Accountant, LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Mashpee, MA

Services provided

100% Accounting

The Cloud Accountant, LLC specializes in tax preparation and accounting services, providing personalized support for clients like private practitioners. The reviews highlight their effective project management, strong communication, and thoroughness, with 100% positive feedback emphasizing ease, organization, and their personable approach. Clients appreciate their ability to manage tax filing efficiently and reduce stress.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting for Private Psychotherapy Practice
5.0 — The Cloud Accountant provided accounting and filing services for a psychotherapy practice. They took all available receipts and tax documentation, went through them, and filed. Read more
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Industry Experience

The Cloud Accountant, LLC has received positive feedback primarily from the psychotherapy and counseling industry. Clients emphasize the provider's expertise in tax accounting, highlighting their organized communication, efficiency, and personal touch. The overall sentiment is one of satisfaction, with clients appreciating the ease and thoroughness of their tax preparation process. This indicates a strong fit for professionals in similar fields seeking reliable and attentive accounting services.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of The Cloud Accountant, LLC generally perceive the company's services as offering good value for money. One client noted a cost of $450–$500 for tax services, emphasizing the peace of mind and efficiency gained from professional assistance. The overall sentiment reflects satisfaction with the firm's communication and organization, with clients appreciating the time saved and the thoroughness of the service provided, reinforcing the belief that the investment is worthwhile.
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Burgess & Company.

5.0 1 review

Undisclosed

Undisclosed

2 - 9

San Mateo, CA

Services provided

80% Accounting

20% Business Consulting

Burgess & Company is an accounting services firm specializing in bookkeeping and tax preparation. They have received positive feedback, with 100% of reviews highlighting their honesty, conservatism, and effective project management. Clients appreciate the peace of mind and time savings provided by their services.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting & Business Consulting for Mindfulness Startup
5.0 — Burgess & Company provides tax accounting and bookkeeping services for a wellness application. Read more
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Industry Experience

Burgess & Company has demonstrated expertise primarily in the Information Technology sector, offering substantial support in accounting and tax-related services. Clients have highlighted their strengths in providing honest, conservative guidance that fosters peace of mind and efficiency. The overall sentiment within this industry is highly positive, with clients appreciating the firm's ability to address complex financial challenges effectively. Potential clients in the technology space may find Burgess & Company to be a suitable partner for accounting needs.
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Information technology

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have generally found Burgess & Company to offer good value for money, with one client noting an annual investment of $1,000 for services that provided significant peace of mind and time savings. The firm's honest and conservative approach is appreciated, as it fosters trust in their accounting practices. Overall sentiment reflects satisfaction with the cost-effectiveness of their services, indicating that clients feel they receive substantial value relative to their investment.
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Accounting Solutions, LLC (VA)

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Fredericksburg, VA

Services provided

80% Accounting

20% Business Consulting

Accounting Solutions, LLC (VA) is a distinguished accounting services provider specializing in bookkeeping, tax preparation, and financial statement preparation. Receiving 100% positive feedback, clients commend their proactive and timely approach, highlighting their strong communication and attention to detail. The firm’s long-standing relationships and personalized service make them a trusted partner for ongoing financial needs.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Prep for Capital Asset Management Company
5.0 — Accounting Solutions, LLC (VA) handles the accounting efforts for a capital asset management company. They provide bookkeeping, payroll, tax preparation, and consulting services. Read more
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Industry Experience

Accounting Solutions, LLC (VA) receives positive feedback for its accounting services in the utilities and energy sectors. Clients highlight their proactive communication, timely support, and strong relationships, noting significant value in bookkeeping, tax preparation, and payroll management. The firm demonstrates expertise in managing financial documentation, especially for M&A transactions. Overall sentiment across these industries is highly favorable, making them a suitable partner for businesses seeking reliable accounting solutions.
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Utilities

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently commend Accounting Solutions, LLC (VA) for their exceptional value for money, with one client noting an annual investment of $1,000–$1,500 for comprehensive services including bookkeeping, tax preparation, and payroll. The firm is recognized for its proactive approach and strong client relationships, with feedback highlighting their timeliness and consistent follow-up. Overall, the sentiment reflects a high level of satisfaction regarding the cost-effectiveness of their services.
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Suzann Knap, CPA - Knap Tax

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Decatur, GA

Services provided

100% Accounting

Suzann Knap, CPA - Knap Tax is a personalized accounting services firm specializing in tax preparation, financial statement preparation, and financial advisory for both businesses and nonprofits. Reviewers praise Suzann's expertise, responsiveness, and ability to effectively manage tax liabilities, with 100% positive feedback highlighting her knowledge in tax law and accounting practices. Her personalized approach and strategic financial advice have been instrumental in helping clients maximize capital for business growth.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Financial Consulting for Web Design Company
5.0 — Suzann Knap, CPA - Knap Tax provides tax filing consultation services for a professional web design and branding company. Read more
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Industry Experience

Suzann Knap, CPA - Knap Tax has demonstrated expertise in the IT Services sector, particularly assisting small businesses and nonprofits with accounting and tax strategies. Clients commend her personalized service, responsiveness, and ability to optimize tax deductions, resulting in significant financial benefits. The overall sentiment is highly positive, indicating that potential clients in the IT Services industry can expect effective financial management and tailored guidance to enhance their business growth.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with the value provided by Suzann Knap, CPA - Knap Tax, noting that the investment of $2,000 to $5,000 resulted in significant tax savings and enhanced financial management. One client highlighted the firm's ability to help maximize deductions and navigate tax laws effectively, underscoring the personalized service and responsiveness. Overall, the sentiment reflects a strong perception of cost-effectiveness and quality service, with no reported areas for improvement.
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ARK-LLP Accountant and Advisors

5.0 1 review

Undisclosed

Undisclosed

2 - 9

New York, NY

Services provided

100% Accounting

ARK-LLP Accountant and Advisors is a comprehensive provider of accounting services, including bookkeeping, financial reporting, tax preparation, and financial advisory. The firm is highly regarded for its personalized service, with clients praising their honesty, competitive pricing, and effective guidance in business and personal finance management. Approximately 90% of feedback highlights their dedication to maintaining strong client relationships and ensuring proper financial practices.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Apparel Wholesale Business
5.0 — ARK-LLP Accountant and Advisors helped launch a real estate business with legal and registration services. When the client's portfolio expanded to apparel, they came on board to provide accounting Read more
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Industry Experience

ARK-LLP Accountant and Advisors has demonstrated expertise in the retail and real estate sectors, providing comprehensive accounting support that includes LLC formation and QuickBooks management. Clients appreciate their attention to detail, customer service, and competitive pricing. Overall, feedback indicates a strong positive sentiment, particularly regarding their personalized approach and reliability, making them a suitable partner for businesses in retail and property management.
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Retail

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Average Project Cost Breakdown

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

What Clients Have Said
Clients appreciate ARK-LLP Accountant and Advisors for their competitive pricing and value for money. One client noted that their services, including data entry and bookkeeping, have saved them significant costs compared to hiring an in-house accountant. They emphasize the firm's honesty and commitment to providing comprehensive guidance without overcharging. Overall, clients express satisfaction with the balance of cost and quality, highlighting the importance of evaluating their needs before engaging with ARK-LLP.
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Sidhom Accounting and Tax Consultants

5.0 1 review

Undisclosed

Undisclosed

Freelancer

Bayonne, NJ

Services provided

100% Accounting

Sidhom Accounting and Tax Consultants is an expert-level accounting firm offering comprehensive Accounting Services, including Tax Preparation, Financial Statement Preparation, and Financial Advisory. They effectively manage complex financial structures for interconnected businesses, earning high satisfaction for their expertise, though some note the CPA's busyness during tax season. Their services are highly recommended for handling significant revenue and providing peace of mind in tax matters.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Real Estate Brokerage Company
5.0 — Sidhom Accounting and Tax Consultants perform tax and accounting services for a real estate brokerage firm's various businesses. Their scope of work evolves as the client continues to expand their Read more
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Industry Experience

Sidhom Accounting and Tax Consultants have demonstrated strong expertise in the real estate sector, providing comprehensive tax and accounting services to businesses with complex interconnections. Clients report satisfaction with their ability to manage substantial revenues and navigate intricate financial needs. The overall sentiment reflects a high level of trust and satisfaction, particularly for clients in rapidly growing industries such as real estate. Their proficiency in handling multifaceted accounting challenges makes them a suitable partner for similar businesses.
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Real estate

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Sidhom Accounting and Tax Consultants for their expertise and value, particularly in managing complex financial needs across multiple businesses. One client noted a $20,000–$30,000 investment, highlighting the firm's capacity to support significant growth and ensure compliance with tax obligations. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, although some clients mentioned potential delays during peak tax seasons as an area for improvement.
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Skyline Accounting

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Coventry, RI

Services provided

80% Accounting

20% Business Consulting

Skyline Accounting, a firm specializing in accounting services such as bookkeeping and financial reporting, receives overwhelmingly positive feedback, with 100% of reviewers highlighting their detail-oriented and thorough approach. Clients appreciate Skyline's persistence in resolving variances and Andrew's exceptional communication and people skills. All reviews recommend their services, emphasizing a strong partnership and reliable financial management.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Reporting & Inventory Analysis for Welding Firm
5.0 — Skyline Accounting performs accounting services for a welding firm. They create monthly financial reports. The team also performs inventory checks and reconciles the client's records. Read more
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Industry Experience

Skyline Accounting has received positive feedback primarily from clients in the construction industry, particularly in inventory management and financial reporting. Clients commend their detail-oriented approach, strong communication skills, and persistence in resolving issues. The overall sentiment is highly favorable, indicating that Skyline Accounting is well-equipped to support businesses in the construction sector, especially those needing thorough financial oversight and inventory control.
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Construction

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently commend Skyline Accounting for their detailed and thorough approach, highlighting the value they provide relative to their cost. One client noted their persistence in resolving variances and appreciated the weekly communication and responsiveness. Overall, feedback indicates a strong sentiment of satisfaction, with clients feeling that the investment in their services is justified, as reflected in comments recommending their partnership without hesitation.
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Davis Tax Services

5.0 1 review

Undisclosed

Undisclosed

Freelancer

Chicago, IL

Services provided

100% Accounting

Davis Tax Services is a company specializing in Accounting Services, providing comprehensive support in Tax Preparation and Financial Reporting. Reviewers consistently praise their thoroughness and expertise, with 100% of feedback highlighting their positive impact on business financial goals. Their prompt and efficient service is a standout feature, though there is a suggestion for team expansion to accommodate growing demand.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Lingerie & Loungewear Company
5.0 — Davis Tax Services provides an extensive accounting and tax services to a lingerie and loungewear company. The team helps build the financial aspect of the business. Read more
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Industry Experience

Davis Tax Services has demonstrated expertise in the retail industry, notably supporting businesses like Truly Toya with comprehensive tax and accounting services. Clients commend their thoroughness, effective communication, and promptness, highlighting the positive impact on financial understanding and business growth. Overall sentiment reflects strong satisfaction, particularly in retail, suggesting they are well-suited for companies seeking reliable accounting support to navigate tax complexities.
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Retail

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with Davis Tax Services regarding cost and value for money, noting a $5,000 investment for comprehensive tax and accounting support. One client highlighted their thoroughness and knowledge, stating that the service positively impacted their understanding of financial goals. Overall, feedback indicates that the company provides prompt and effective service, reflecting good value, though there are suggestions for improvement in team expansion to manage growing demand.
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Mark B Lackie CPA

5.0 1 review

Undisclosed

Undisclosed

2 - 9

San Antonio, TX

Services provided

100% Accounting

Mark B Lackie CPA is a professional accounting service provider specializing in bookkeeping, tax preparation, and financial statement preparation for small firms and nonprofit organizations. The reviews highlight Mark's personalized and patient approach, with 100% positive feedback emphasizing his efficiency in filing IRS 990 tax forms and his dedication to transparency and accountability.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookeeping for Nonprofit
5.0 — Mark B Lackie, PC provides accounting and bookkeeping services to a nonprofit organization. He refined the accounting process and helped deliver the client's reporting obligations for Read more
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Industry Experience

Mark B Lackie CPA has demonstrated expertise primarily in the nonprofit and media sectors, receiving positive feedback for his thoroughness in handling accounting and bookkeeping tasks crucial for transparency and accountability. Clients appreciate his personalized service, responsiveness, and ability to meet deadlines, particularly regarding IRS 990 tax filings. The overall sentiment is highly favorable, especially for organizations that prioritize financial clarity and integrity in their operations.
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Media

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Mark B Lackie CPA is recognized for providing exceptional value for money, with clients noting that services cost less than $5,000 for comprehensive accounting support. One client highlighted Mark's ability to secure better deals for QuickBooks, enhancing overall cost-effectiveness. The sentiment is overwhelmingly positive, with clients appreciating his personalized service, responsiveness, and commitment to transparency, further reinforcing the belief that he offers significant value for the investment made.
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flamingcpa

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Fort Collins, CO

Services provided

50% Accounting

50% Financial Advising & Planning

flamingcpa is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. With a focus on integrity and accuracy, 100% of reviewers commend their responsive and reliable service. Clients appreciate flamingcpa for their project management skills and time-saving capabilities, underscoring their effectiveness in handling complex financial matters.

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1 of 1 Accounting reviews are 5 stars

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping for Consulting Company
5.0 — flamingcpa provides accounting, bookkeeping, and tax consulting services to a consulting company. They assisted in setting up the client’s company and establishing financial controls. Read more
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Industry Experience

Flamingcpa has demonstrated significant expertise in the consulting industry, providing comprehensive bookkeeping, tax preparation, and accounting services. Clients have praised their responsiveness, accuracy, and strong project management skills. The team effectively supports businesses in navigating financial challenges, including audits. Overall, feedback indicates a high level of satisfaction, suggesting that potential clients in the consulting sector would find flamingcpa to be a reliable partner for their financial management needs.
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Consulting

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed that flamingcpa offers competitive pricing while delivering significant value for money. One CEO noted their responsiveness and accuracy, highlighting that their services saved time and minimized risk during an audit. The company is praised for its integrity and thoroughness, with no major complaints about cost. Overall, the sentiment indicates that clients find flamingcpa’s pricing justifiable given the quality of service provided.
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