Top Financial Services Firms in the United States
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$50,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR 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.
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, 2019They’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 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent feedback on CSTMR highlights their expertise in rebranding and digital marketing, particularly within the fintech sector. Clients have noted impressive results, such as tripling website traffic and customer bases post-engagement. The agency's responsive communication and methodical project management were praised, with one client emphasizing their deep knowledge in content and design. Overall, sentiment is highly positive, with no significant areas for improvement identified.Was this helpful?
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 servicesWas this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$25,000+Undisclosed250 - 999Serves United StatesServices provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)See all 2 projectsTalent 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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 & leisureWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed2 - 9South Pasadena, CA
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsHWI 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.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 & musicWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed10 - 49Riverside, CA
Services provided
100% AccountingSee all 1 projectsLeivas 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.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 & leisureWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed2 - 9Boone, NC
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsWilliams 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.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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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SoftwareWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosedFreelancerTowson, MD
Services provided
100% AccountingSee all 1 projectsChan 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.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 ProductsWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed2 - 9Birmingham, AL
Services provided
100% AccountingSee all 1 projectsMETER & 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.
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 ProductsWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsBilardo & 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.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 & marketingWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed10 - 49Woodstown, NJ
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsCrouch & 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.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 & marketingWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosedFreelancerHoover, AL
Services provided
100% AccountingSee all 1 projectsDean 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.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 ProductsWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed2 - 9Verona, NJ
Services provided
70% Accounting30% Business ConsultingSee all 1 projectsStetz, 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.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 ServicesWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed2 - 9Mashpee, MA
Services provided
100% AccountingSee all 1 projectsThe 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.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 IndustryWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed2 - 9San Mateo, CA
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsBurgess & 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.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Accounting & Business Consulting for Mindfulness Startup
5.0 — Burgess & Company provides tax accounting and bookkeeping services for a wellness application. Read moreWas this helpful?
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 technologyWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed2 - 9Fredericksburg, VA
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsAccounting 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.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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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UtilitiesWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed2 - 9Decatur, GA
Services provided
100% AccountingSee all 1 projectsSuzann 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.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 ServicesWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
100% AccountingSee all 1 projectsARK-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.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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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RetailWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosedFreelancerBayonne, NJ
Services provided
100% AccountingSee all 1 projectsSidhom 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.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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 estateWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed2 - 9Coventry, RI
Services provided
80% Accounting20% Business ConsultingSee all 1 projectsSkyline 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.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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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ConstructionWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosedFreelancerChicago, IL
Services provided
100% AccountingSee all 1 projectsDavis 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.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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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RetailWas this helpful?
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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.Was this helpful?
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UndisclosedUndisclosed2 - 9San Antonio, TX
Services provided
100% AccountingSee all 1 projectsMark 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.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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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MediaWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed2 - 9Fort Collins, CO
Services provided
50% Accounting50% Financial Advising & PlanningSee all 1 projectsflamingcpa 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.
1 of 1 Accounting reviews are 5 starsUnknown avg. project costRead 1 ReviewAccounting 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 moreWas this helpful?
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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ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
100% AccountingSee all 1 projectsdbooks bookkeeping services is an accounting firm specializing in bookkeeping and financial reporting. Their reviews highlight exceptional attention to detail and effective project management, with 100% positive feedback regarding their organized communication and timely tax filing. Clients appreciate their expertise in handling complex financial tasks, allowing businesses to focus on strategic growth.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Bookkeeping Services for Robotics & Engineering School
5.0 — dbooks bookkeeping services does bookkeeping using QuickBooks. The team tracks income and expenses to create P&L statements and financial reports. They've also helped the client set up Read moreWas this helpful?
Industry Experience
dbooks bookkeeping services has demonstrated expertise primarily in the design industry, particularly with small businesses like Brooklyn Robot Foundry. Clients commend their meticulous attention to detail, timely tax filing, and strategic financial consultation, especially regarding franchising. Overall sentiment is highly positive, highlighting dbooks' ability to foster organizational confidence and growth through effective bookkeeping solutions. Potential clients in the design sector seeking reliable and knowledgeable bookkeeping support would find dbooks to be an excellent match.
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DesignWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express high satisfaction with dbooks bookkeeping services, citing their annual retainer of $23,000 as a worthwhile investment. One client noted that dbooks' meticulous attention to detail and organizational skills have significantly improved their financial management. They appreciate timely tax filings and the strategic freedom gained by entrusting bookkeeping to a competent team. Overall, the sentiment reflects strong value for money, with clients recommending dbooks for small businesses seeking reliable financial oversight.Was this helpful?
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UndisclosedUndisclosed10 - 49San Dimas, CA
Services provided
35% Accounting35% Financial Advising & Planning30% Business ConsultingSee all 1 projectsJAAG Financial Services is an accounting firm offering comprehensive services such as accounting, financial planning, and tax preparation. Clients report high satisfaction, praising their detail-oriented approach and excellent customer service. With an ongoing client relationship since 2011, JAAG Financial Services provides detailed financial analysis and advice, contributing significantly to business financial strategy and planning.
1 of 1 Accounting reviews are 5 stars$50,000 – $199,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Financial Services for Software Development Company
5.0 — JAAG Financial Services helps a software development company with their accounting and financial plans to take on growth opportunities. They also handle their taxes and financial reports. Read moreWas this helpful?
Industry Experience
JAAG Financial Services has garnered positive feedback primarily from the software industry, where they offer comprehensive accounting and financial planning services. Clients appreciate their attention to detail, excellent customer service, and ability to provide insightful financial analyses and reports. The overall sentiment is favorable, indicating that their expertise is particularly well-suited for tech-focused businesses seeking to navigate complex financial landscapes.
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SoftwareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express high satisfaction with JAAG Financial Services, emphasizing their exceptional value for money. One client noted a $50,000 investment and praised their comprehensive financial planning and reporting services. The attention to detail and customer service were highlighted as key strengths, contributing to a positive perception of the overall cost-effectiveness. However, some feedback suggested a desire for more ambitious long-term planning options.Was this helpful?
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UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
50% Accounting50% Financial Advising & PlanningSee all 1 projectsCamuso CPA PLLC is an accounting firm specializing in outsourced CFO services, tax preparation, and financial analysis for e-commerce businesses. According to client reviews, 100% were positive, highlighting their exceptional understanding of e-commerce operations and effective project management. Clients commend the firm's ability to enhance profitability and provide clear financial insights.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Online Bracelets & Accessories Store
5.0 — Camuso CPA PLLC provides accounting services for an online accessories store. The team’s work involves discussing the business’ profit and loss management and figuring out ways to improve the Read moreWas this helpful?
Industry Experience
Camuso CPA PLLC has received positive feedback primarily from clients in the retail and e-commerce sectors. The firm is praised for its expertise in outsourced CFO services, enhancing profitability, and adapting accounting practices to unique business needs. Clients appreciate the timely communication and comprehensive support provided by the team. Overall sentiment indicates a strong fit for businesses in the retail and e-commerce industries, highlighting Camuso's strengths in financial management and strategic insights.
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RetailWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Camuso CPA PLLC's pricing and value, noting that their investment of approximately $1,100 per month has resulted in increased profitability and better financial understanding. One client highlighted the firm's excellent communication and project management, stating that they have seen significant ROI from their services. Overall, feedback indicates that the cost is justified by the quality and impact of the services provided, particularly for e-commerce businesses.Was this helpful?
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UndisclosedUndisclosed2 - 9Crystal Lake, IL
Services provided
40% Accounting40% Financial Advising & Planning20% Business ConsultingSee all 1 projectsGRA, PC (George Roach & Associates) is an accounting services firm specializing in audit services, financial statement preparation, and financial advisory. With a focus on affordability, they are praised for their efficiency, timeliness, and excellent project management. Notably, 100% of reviewers appreciate their straightforward approach and competitive pricing.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Public Library
5.0 — A public library hired George Roach & Associates to provide accounting services. They check everything from payrolls to expense receipts to create annual audit reports with financial Read moreWas this helpful?
Industry Experience
George Roach & Associates has received positive feedback in the Education sector, particularly from a public library in Chicago. Their strengths include efficient audit processes, timely project management, and effective financial consulting. Clients appreciate their affordability and patient communication. Overall, the sentiment is highly favorable, indicating strong expertise in accounting and financial management within the Education industry, making them a suitable choice for similar organizations.
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EducationWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently noted that George Roach & Associates offers competitive pricing, making them a more affordable choice compared to previous firms. One client highlighted their satisfaction with the value received for a $20,000 investment, emphasizing the straightforward process and effective communication. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of service provided by the firm.Was this helpful?
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UndisclosedUndisclosed10 - 49Baltimore, MD
Services provided
35% Accounting35% Financial Advising & Planning30% Finance & Accounting Outsourcing (FAO)See all 1 projectsPL Consulting is an accounting services provider specializing in bookkeeping, tax preparation, payroll, and financial reporting. Reviews highlight their ability to assist with building business plans and financial projections, with 100% of reviewers noting their excellent communication and fair pricing. Their dedication to client needs and ability to go the extra mile are consistently praised.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Consulting for Management Consulting Firm
5.0 — A management consulting firm hired PL Consulting to provide accounting consulting. They assist the in bookkeeping, taxes, payroll, building business plans, projections, financial reports, among Read moreWas this helpful?
Industry Experience
PL Consulting has demonstrated expertise in the consulting industry, particularly in accounting services, bookkeeping, tax management, and financial reporting. Clients appreciate their proactive communication, fair pricing, and willingness to exceed expectations. Overall sentiment in this sector is highly positive, with the firm recognized as a valuable partner for businesses needing guidance in financial matters.
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ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have praised PL Consulting for their fair pricing and perceived high value for money. One client highlighted that they spent less than $10,000 for ongoing services, describing the pricing as 'great' and the company as willing to go the extra mile. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their offerings, with no significant concerns raised about pricing or value.Was this helpful?
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UndisclosedUndisclosed250 - 999Harrisburg, PA
Services provided
80% Financial Advising & Planning20% Commercial FinancingSee all 1 projectsRiverview Bank is a small community bank specializing in financing solutions, as evidenced by their successful provision of a $2.5 million loan for property acquisition and rehabilitation. Reviews highlight their timely project management and transparent communication, with 100% positive feedback and no areas for improvement mentioned by clients.
Industry Experience
Riverview Bank has demonstrated strong expertise in the IT Services sector, notably in financing projects such as office building acquisitions and rehabilitations. Feedback highlights their timely service, transparency, and effective communication throughout the funding process. Clients express high satisfaction, particularly during challenging circumstances like the COVID-19 pandemic. Overall sentiment in the IT Services industry is positive, positioning Riverview Bank as a reliable partner for similar projects.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed positive sentiments regarding Riverview Bank's cost and value for money, particularly highlighting their ability to provide substantial loans, such as a $2.5 million financing for an office building. Feedback indicates that the bank's services are timely, transparent, and tailored to client needs, particularly during challenging times like the COVID-19 pandemic. Clients appreciate the upfront and knowledgeable approach of the bank, which enhances their overall value perception.Was this helpful?
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UndisclosedUndisclosed10 - 49Abilene, TX
Services provided
100% Insurance Services & BrokersSee all 1 projectsMiers Insurance Services, LLC is an insurance provider specializing in cyber and commercial insurance solutions, including benefit consulting. The company receives consistently positive feedback, with clients highlighting their prompt project management—typically completing upgrades within a week—and their commitment to quality service and reasonable pricing. Customers appreciate their proactive approach and effective communication.
Industry Experience
Miers Insurance Services, LLC has demonstrated expertise primarily in the IT Services sector, providing comprehensive cyber insurance and commercial coverage. Clients praise their responsiveness, quality service, and proactive consulting, particularly in navigating cyber threats. The overall sentiment is highly positive, reflecting their commitment to client needs and effective project management. Potential clients in IT Services seeking reliable insurance solutions will find Miers Insurance to be a strong fit.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend Miers Insurance Services, LLC for their competitive pricing and strong value for money. One client highlighted a $10,000 annual investment for a $1.5 million policy, emphasizing the quality of service and prompt support provided. Additionally, they appreciate the company's transparency and commitment to ongoing consultation and annual reviews, indicating a high level of satisfaction with the overall cost-effectiveness of their offerings.Was this helpful?
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UndisclosedUndisclosed2 - 9Chesapeake, VA
Services provided
50% Accounting25% Financial Advising & Planning15% Financial Consulting +1 service10% Business ConsultingSee all 1 projectsTim Yeager, CPA is a professional accounting services provider specializing in corporate taxes, payroll, and bookkeeping. With a strong focus on transparency and integrity, 100% of reviewers highlight Tim's honesty and dedication to client interests over 12 years. His exceptional personal touch and expertise in financial reporting and tax preparation are consistently praised.
1 of 1 Accounting reviews are 5 stars$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Online Media Company
5.0 — Tim Yeager, CPA provides accounting services for an online media company. They handle corporate and personal taxes and do weekly payroll and bookkeeping using QuickBooks. Read moreWas this helpful?
Industry Experience
Tim Yeager, CPA has demonstrated expertise in the media and insurance industries, providing services such as corporate taxes, payroll, and bookkeeping. Clients commend his integrity, transparency, and personalized approach, emphasizing his ability to navigate complex tax regulations effectively. Overall sentiment is highly positive, particularly in terms of trust and professionalism, making him a suitable choice for businesses seeking ethical financial guidance in these sectors.
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MediaWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express high satisfaction with Tim Yeager, CPA, noting exceptional value for money. One client highlighted a long-term relationship, emphasizing Tim's integrity and commitment to saving costs through tax benefits. They appreciated his transparent pricing, stating they have invested between $300,000–$500,000 over 12 years, which they consider worthwhile due to his expertise and personal touch. Overall, feedback reflects a strong sentiment of trust and value in his services.Was this helpful?
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UndisclosedUndisclosed2 - 9Spokane, WA
Services provided
100% Financial Advising & PlanningSee all 1 projectsTwenty Twenty Investment Advisors is a financial advisory firm offering services such as financial advising and planning, primarily focusing on 401(k) solutions. Their reviews highlight professionalism and expertise, with a 100% positive feedback rate regarding project management and financial advising. Some clients suggest improving pace, noting the firm's risk-averse approach.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Financial Advising for Business Solutions Firm
5.0 — A business solutions firm hired Twenty Twenty Investment Advisors to provide financial advice. They help the client manage and review 401(k) potential partners for enrollment. Read moreWas this helpful?
Industry Experience
Twenty Twenty Investment Advisors has demonstrated strong expertise in the business services sector, particularly in financial advising for 401(k) plans. Clients have noted their professionalism, effective project management, and comprehensive support during enrollment processes. The sentiment is positive, with clients appreciating their knowledge and thoroughness, though they recognize a tendency for a more cautious approach. This provider is well-suited for businesses looking for reliable financial advisory services.
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Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of Twenty Twenty Investment Advisors generally express satisfaction with the company's pricing and overall value. One client noted an investment of approximately $25,000, highlighting the positive impact on their 401(k) enrollment and project management. The professionalism and expertise of the team were particularly praised, although some clients mentioned a preference for a quicker pace in decision-making. Overall, the sentiment reflects a strong value for money.Was this helpful?
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
100% AccountingSee all 1 projectsBrilliant Solutions Group, Inc. is an accounting services provider specializing in consulting, bookkeeping, and QuickBooks setup and training. Their clients describe them as knowledgeable, helpful, and thorough, with 100% of reviewers noting their impressive attention to detail. However, there is room for improvement in their product delivery speed.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Marketing & Advertising Agency
5.0 — Brilliant Solutions Group, Inc. provides a mobile app advertising and marketing firm with QuickBooks accounting services. They analyze and categorize the client’s financials and provide software Read moreWas this helpful?
Industry Experience
Brilliant Solutions Group, Inc. has received positive feedback particularly from the Advertising & Marketing industry, where they provided accounting consulting and QuickBooks training. Clients noted their expertise, attention to detail, and effective project management, contributing to a well-organized financial foundation. The overall sentiment is favorable within this sector, indicating that they are a strong fit for companies seeking thorough accounting support and training.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Brilliant Solutions Group, Inc. as providing good value for money, with one client noting a $10,000 investment yielding a well-organized QuickBooks setup and effective training for their team. The company's knowledgeable and attentive approach is highlighted as a key strength, although some clients suggest that enhancing product delivery speed could improve overall satisfaction. Overall, the sentiment reflects a positive view of the company's cost-effectiveness relative to the services rendered.Was this helpful?
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UndisclosedUndisclosed2 - 9Ramona, CA
Services provided
50% Accounting50% Financial Advising & PlanningSee all 1 projectsBookkeeping At Ease is an accounting services firm specializing in bookkeeping and financial statement preparation. Clients praise their commitment to timely project management and cost-effective solutions, with 100% of reviews highlighting their reliability and efficiency. However, there is a suggestion for expanding their team to manage increasing demand.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Business Solutions Firm
5.0 — A business solutions firm hired Bookkeeping At Ease to provide accounting services. They work collaboratively with the client's accountant to take care of bookkeeping and accounting tasks. Read moreWas this helpful?
Industry Experience
Bookkeeping At Ease has received positive feedback primarily from the business services sector, where clients have praised their reliable bookkeeping and collaborative approach with accountants. Their strengths include effective project management and consistent performance in meeting deadlines, which have led to cost reductions for clients. Overall, they are well-suited for businesses seeking thorough and dependable bookkeeping services, particularly in the business services industry.
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Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Bookkeeping At Ease as offering good value for money, with one client noting a $10,000 investment has led to reduced costs and enhanced financial oversight. The consistency in delivering monthly bookkeeping services has been praised, highlighting their commitment to deadlines. However, there are suggestions for improvement, particularly in expanding their team to manage increasing workloads, indicating a potential concern regarding scalability.Was this helpful?
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UndisclosedUndisclosed10 - 49Santa Clarita, CA
Services provided
35% Accounting35% Financial Advising & Planning30% Business ConsultingSee all 1 projectsKKAJ, LLP is a CPA firm providing comprehensive accounting services, including tax preparation and financial planning. Praised for their professionalism and effective project management, they have successfully reduced accounting errors and eliminated audits. However, 20% of reviewers suggest enhanced communication for strategic alignment, while 80% highlight their cost-saving capabilities.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Business Solutions Firm
5.0 — A business solutions firm hired KKAJ, LLP to provide accounting services. Their efforts involve tax preparation and financial planning through a CPA firm. Read moreWas this helpful?
Industry Experience
KKAJ, LLP has demonstrated strong expertise in the business services industry, particularly in tax preparation and financial planning. Clients appreciate their professionalism and effective project management, noting significant reductions in accounting errors and the absence of audits as indicators of their impact. Overall, the sentiment is positive, suggesting that KKAJ, LLP is well-suited for firms seeking reliable financial services and strategic guidance within the business sector.
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Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive KKAJ, LLP as offering good value for money. One client noted a $5,000 investment resulting in significant savings and a decrease in accounting errors, highlighting the firm's effectiveness in tax preparation and financial planning. Their professionalism and project management were praised, although some feedback suggested improvements in communication. Overall, the sentiment indicates that clients find KKAJ, LLP to be a reliable and cost-effective choice for CPA services.Was this helpful?
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UndisclosedUndisclosed10 - 49Bowie, MD
Services provided
100% AccountingSee all 1 projectsAims LLC is an accounting services firm specializing in tax preparation, financial reporting, and CPA services. Reviews highlight their expertise in providing tax advantages, effective project management, and strong federal accounting knowledge. With 100% positive feedback, clients commend their IT integration and advisory on mergers and acquisitions, though some suggest expanding their team to support growth.
1 of 1 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting Services for Training & Coaching Company
5.0 — A training and coaching company engaged with Aims LLC for their accounting services. They start every project with a profile assessment to determine if their services are fit for the client's Read moreWas this helpful?
Industry Experience
Aims LLC has received positive feedback primarily within the business services industry, showcasing their expertise in accounting and financial services. Clients commend their project management, federal accounting knowledge, and ability to optimize tax advantages, particularly for mergers and acquisitions. Overall sentiment indicates strong satisfaction with Aims LLC’s capabilities, making them a suitable choice for businesses seeking reliable accounting support.
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Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed positive sentiments regarding Aims LLC's cost-effectiveness, noting the investment range of $5,000–$15,000 for comprehensive accounting services. Feedback highlights their excellent project management and ability to maximize tax advantages, reinforcing the value for money provided. One client emphasized the firm's proficiency in federal accounting and tax strategies, recommending Aims LLC for businesses seeking accounting expertise. Overall, clients perceive Aims LLC as delivering strong value relative to their pricing.Was this helpful?
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UndisclosedUndisclosed10 - 49Christiansburg, VA
Services provided
100% AccountingSee all 1 projectsWorley Accounting is an accounting services company specializing in tax preparation, financial planning, bookkeeping, and payroll for small businesses. The reviews highlight a 100% satisfaction rate, emphasizing Robert's exceptional communication, educational approach, and timely tax filing. Clients appreciate the personalized service and valuable tax strategies provided.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Tax Prep & Financial Planning for Financial Advising Agency
5.0 — Worley Accounting prepares taxes and provides other financial planning services for a financial advising agency. They advise on the client’s income and asset structure and help with bookkeeping Read moreWas this helpful?
Industry Experience
Worley Accounting has received positive feedback predominantly from clients in the financial services sector. Clients commend their expertise in tax preparation, financial planning, and bookkeeping, highlighting their structured tax strategies and personalized communication. The provider's strengths lie in their responsiveness and ability to simplify complex financial topics. Overall sentiment reflects strong satisfaction, particularly for small businesses seeking comprehensive financial guidance.
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Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express high satisfaction with Worley Accounting's cost-effectiveness, noting that services provided for approximately $600 have significantly improved their tax strategy and financial management. One client highlighted the exceptional value of personalized attention and education received from Robert, the founder, emphasizing that the investment has saved them time and maximized financial opportunities. Overall, the feedback reflects a strong sentiment of value for money and effective communication.Was this helpful?
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$1,000+$25 - $49 / hr250 - 999Rancho Cordova, CA
Services provided
20% Accounting40% Recruiting40% StaffingAtlas Labor Force is a Staffing company established in 2019. The team provides Staffing and Recruiting and is based in Rancho Cordova, California.
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UndisclosedUndisclosed10 - 49West Des Moines, IA
Services provided
35% Accounting35% Financial Advising & Planning30% Business ConsultingSee all 1 projectsMeriwether, Wilson and Company, PLLC offers comprehensive Accounting services, including Tax Preparation and strategic advisement throughout the year. Clients express high satisfaction with their end-of-year tax results and ongoing support, highlighting the company's effectiveness and alignment with client values. The firm is praised for its reliable communication and long-term partnership potential.
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UndisclosedUndisclosed10 - 49Selden, NY
Services provided
95% Accounting3% Business Consulting2% Tax LawSee all 1 projectsTaxOnTrack offers a range of professional services tailored to meet your unique accounting needs. Our range of services includes - Tax Services for Individuals and Businesses, Accounting and
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$5,000+$100 - $149 / hr2 - 9Los Angeles, CA
Services provided
25% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO) +2 services13% Staffing12% RecruitingBusiness Consulting company Ellamints was founded in 2019. The agency specializes in Business Consulting and Finance & Accounting Outsourcing (FAO), and is small.
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$1,000+$50 - $99 / hr10 - 49Denver, CO
Services provided
50% Accounting30% Finance & Accounting Outsourcing (FAO)20% Fractional CFO ServicesSagelight Accounting LLC is an Accounting company in Denver, Colorado and Lahore, Pakistan. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read moreMore responsive than most other service providers
Get in TouchSagelight Accounting LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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$1,000+< $25 / hr50 - 249Sugar Land, TX
Services provided
25% Accounting25% Business Consulting25% Digital Asset Management +1 service25% Financial Advising & PlanningSee all 2 projectsSwyft POS empowers U.S. businesses of all sizes with a comprehensive suite of smart payment and operational solutions. Beyond cutting-edge Point of Sale hardware and software, we streamline your
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UndisclosedUndisclosed2 - 9Brandon, FL
Services provided
25% Accounting25% Business Consulting25% Financial Consulting +1 service25% Fractional CFO ServicesSee all 1 projectsMost business owners don’t need another balance sheet—they need clear, real-time financial insights that actually help them make decisions. That’s where we come in. We help you fit that. We
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Undisclosed$300+ / hr2 - 9Federal Way, WA
Services provided
20% Accounting60% Fractional CFO Services10% Business Consulting +2 services5% Corporate Law5% Tax LawSee all 1 projectsAt MSB Accounting Solutions, we believe in building strong, collaborative relationships with our clients. We take the time to understand their unique needs, goals, and challenges, allowing us to
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UndisclosedUndisclosed2 - 9Albuquerque, NM
Services provided
25% Accounting50% Tax Law20% Business Consulting +1 service5% Corporate LawSee all 1 projectsWe're IRS-approved Certifying Acceptance Agents (CAA). Our team has completed IRS training and is authorized to help non-U.S. citizens without Social Security Number (SSN) get
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$1,000+$150 - $199 / hr10 - 49Boston, MA
Services provided
100% AccountingThe Gagnon Group is an Accounting company. Located in Boston, Massachusetts and , the agency was founded in 2001. Their team offers Accounting.
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$1,000+$150 - $199 / hr2 - 9Elmwood Park, IL
Services provided
100% AccountingJS Accounting is an Accounting company. Based in Elmwood Park, Illinois and Elmwood Park, Illinois, their small team specializes in Accounting. The firm was founded in 2002.
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$1,000+$150 - $199 / hr2 - 9Boston, MA
Services provided
100% AccountingClark & Associates is an Accounting company. Founded in 1992, the team focuses on Accounting. The agency is located in Boston, Massachusetts and Los Angeles, California.
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$1,000+$100 - $149 / hr2 - 9Los Angeles, CA
Services provided
100% AccountingLaunched in 1998, Carlsen Financial is a small Los Angeles, California-based Accounting company. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Los Angeles, CA
Services provided
100% AccountingEntous, Neymark & Lisi, an Accounting company, is headquartered in Los Angeles, California. The team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Goshen, NY
Services provided
100% AccountingKnack, Pavloff and Company is a small Monticello, New York-based Accounting company. The team offers Accounting.
Read moreSee All Locations (2)Goshen, NY
Westgate Office Park 3 Hatfield Lane, Suite 2C
Goshen, NY 10924845.360.5352
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$1,000+$100 - $149 / hr10 - 49Westbury, NY
Services provided
100% AccountingSmall Accounting company Weinstein & Wohlafka, is headquartered in Westbury, New York. The team offers Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
100% AccountingSteinberg, Steckler & Picciurro is an Accounting company founded in 1950. The agency specializes in Accounting, and is small.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 15 United States Financial Services Companies
-
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.7/40.017.2/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34.2/40.017.8/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.4/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31.4/40.016.6/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.4/40.017.8/20 Reviews6.6/10 Clients & Experience7/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.1/40.016.6/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
30.9/40.016.2/20 Reviews8.4/10 Clients & Experience6.3/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$100 - $149 / hr2 - 9Woodbridge, VA
Ability to deliver
30.4/40.016.2/20 Reviews8.6/10 Clients & Experience5.5/10 Market PresenceService focus
70% Accounting30% Other -
$5,000+$50 - $99 / hr10 - 49Locust Grove, VA
Ability to deliver
29.6/40.016.6/20 Reviews6.9/10 Clients & Experience6.2/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
29.6/40.016.2/20 Reviews8.4/10 Clients & Experience5/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed2 - 9Salt Lake City, UT
Ability to deliver
29.3/40.016.8/20 Reviews6.6/10 Clients & Experience5.8/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Houston, TX
Ability to deliver
28.7/40.016.4/20 Reviews6/10 Clients & Experience6.3/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
27.9/40.013.6/20 Reviews5.7/10 Clients & Experience8.6/10 Market PresenceService focus
100% Accounting -
Undisclosed$25 - $49 / hr250 - 999Meridian, ID
Ability to deliver
27.6/40.016.2/20 Reviews4.8/10 Clients & Experience6.6/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$25 - $49 / hr2 - 9Clearwater, FL
Ability to deliver
27.5/40.016.2/20 Reviews6.2/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting -
$50,000+$50 - $99 / hr2 - 9Calgary, Canada
Ability to deliver
27.3/40.016.4/20 Reviews5/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.3/40.016.2/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
55% Accounting10% Financial Advising & Planning35% Other
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