Top Financial Services Firms in the United States

Ratings Updated: February 25, 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 Results-oriented
Clients express a strong sentiment of satisfaction regarding CSTMR's results-oriented approach. One client noted significant progress in achieving year-end goals with a lower customer acquisition cost, highlighting the effectiveness of well-optimized advertising campaigns and automated marketing tools. Additionally, feedback emphasized CSTMR's talented team and their ability to produce results even in challenging situations, showcasing their commitment to client success and project management excellence.

Digital & Content Marketing for Money Transfer Platform

5.0 Jan 20, 2021

Progress in not only implementing an ad strategy that’s on-target but also one that has clearly helped us achieve our year-end goals with a lower CPA, year after year. With everything from well thought out and well-optimized advertising campaigns that reaches our audiences, to automated marketing tools, blog strategy and content, and so much more. They’ve really helped bring our brand to life.
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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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Average Project Cost Breakdown

$50,000 to $199,999 (2) $10,000 to $49,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.
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Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves United States

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

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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Average Project Cost Breakdown

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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Global Payments

4.3 19 reviews

$1,000+

< $25 / hr

1,000 - 9,999

Atlanta, GA

Services provided

10% Accounting

70% Back Office Outsourcing

20% HR Outsourcing

Global Payments is a versatile company specializing in payment processing and back office services. Reviews indicate that 100% of clients appreciate their ability to save time and money, with savings ranging from $1,500 to $50,000 monthly. Strengths include experience and versatility, though 37.5% note pricing improvements are needed. Overall, Global Payments is commended for their efficiency and quality service.

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Reviews mention Easy to work with
Clients consistently highlight Global Payments as easy to work with, noting their competent and proactive service. One client remarked on their quick and efficient turnaround, stating they have 'never had any issues.' Another emphasized that Global Payments is 'easier to work with than other platforms,' citing seamless integration with their existing systems. Overall, the sentiment reflects high satisfaction with the company's approachability and efficiency in addressing client needs.

Processing Services for Retail Company

3.5 Aug 23, 2017

They are easy to do business with, are competent, and have never given us any issues.
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Manufacturing Payment Processing

4.0 Aug 16, 2017

Our overall experience with GlobalPayments is that they are easier to work with than other platforms. They also have commissions with which you can do competitive business.
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Industry Experience

Global Payments has garnered positive feedback across various industries, including Financial Services, Education, Healthcare, Real Estate, Business Services, IT Services, and Telecommunications. Clients consistently highlight their expertise in payment processing and back office management, noting significant time and cost savings. The sentiment is overwhelmingly favorable, with their strengths lying in efficiency, quality service, and strong customer support. However, areas for improvement often include pricing competitiveness. This provider is well-suited for businesses in need of robust financial solutions and operational support.
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IT Services Financial services Education Real estate Business services Healthcare Retail Other Industry Manufacturing Information technology Arts, entertainment & music Telecommunications

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Average Project Cost Breakdown

$200,000 to $999,999 (6) $1,000,000 to $9,999,999 (4) Less than $10,000 (3) $50,000 to $199,999 (3) $10,000 to $49,000 (2) $10,000,000 + (1)

What Clients Have Said
Client feedback on Global Payments highlights a generally positive sentiment regarding cost and value for money. Many clients reported significant savings, with estimates ranging from $1,500 to $50,000 per month. However, several reviews indicated room for improvement in pricing competitiveness. For instance, one client mentioned a desire for more competitive rates while another noted that their costs were reasonable given the quality of service. Overall, while clients appreciate the savings and efficiency provided, many suggest that pricing could be more flexible.
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Miami, Florida (6) Hammond, Indiana (1) Apopka, Florida (1) Tampa, Florida (1) Milledgeville, Georgia (1) Bowie, Maryland (1) Little Rock, Arkansas (1) Elizabeth, New Jersey (1) Columbus, Ohio (1) Canton, Ohio (1) Los Angeles, California (1) Palo Alto, California (1) Magnolia, Texas (1) Moriah, New York (1)

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Remote Resource LLC

4.5 1 review

$1,000+

< $25 / hr

50 - 249

Rutherford, NJ

Services provided

10% Accounting

10% AI Development

10% Back Office Outsourcing +7 services

10% Call Center Services

10% Custom Software Development

10% Customer Service Outsourcing

10% Finance & Accounting Outsourcing (FAO)

10% Pay Per Click

10% Search Engine Optimization

10% Web Development

Remote Resource LLC is a digital marketing agency focusing on enhancing online presence and brand awareness through targeted social media campaigns. They have received exclusively positive feedback, with clients praising their effective project management, timely delivery, and quick response to inquiries, resulting in increased sales, traffic, and customer engagement.

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Industry Experience

Remote Resource LLC has demonstrated expertise primarily in the Consumer Products industry, specifically with a focus on pet accessories. Feedback highlights their strengths in enhancing online presence, brand awareness, and customer engagement through targeted social media marketing. Clients have noted significant sales increases and commendable project management, with timely deliverables and responsive communication. Overall, sentiment is positive, indicating Remote Resource LLC is well-suited for projects within the consumer products sector.
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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 consistently noted that Remote Resource LLC offers competitive pricing, with one review specifically highlighting that the pricing fit their budget and provided good value for the cost. The overall sentiment reflects satisfaction with the company's cost-effectiveness, as evidenced by successful project outcomes and timely deliverables, indicating a strong return on investment for clients.
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Rutherford, NJ

15, Union Avenue, Suite 3
Rutherford, NJ 07070
2 - 5

+1 315-961-3963

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ADP

3.5 1 review

Undisclosed

Undisclosed

2 - 9

Louisville, KY

Services provided

75% Accounting

25% HR Consulting

ADP is a comprehensive HR management service provider offering payroll, employee documentation, recruitment, talent management, and benefits administration solutions. With an overwhelmingly positive client response, their platform is praised for cutting recruitment time by 40% and serving as an all-in-one HR solution, though slight improvements in customization are suggested.

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Industry Experience

ADP has received positive feedback particularly within the IT Services sector, where clients appreciate the platform's comprehensive HR management capabilities, including payroll, recruitment, and benefits administration. The solution has notably reduced recruitment time by 40%. Users highlight ADP's proactive support and unified system approach as significant strengths. However, there are suggestions for increased platform customization. Overall, ADP's expertise and effective solutions make it a strong choice for IT Services clients seeking streamlined HR management.
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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 generally perceive ADP's services as a valuable investment, with one HR generalist noting an expenditure exceeding $100,000 and a significant 40% reduction in recruitment time. The all-in-one platform is appreciated for its efficiency, though some feedback suggests a desire for greater customization. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, highlighting ADP's proactive support and comprehensive solutions for HR management.
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CliftonLarsonAllen

4.8 2 reviews

$1,000+

$100 - $149 / hr

1,000 - 9,999

Arlington, VA

Services provided

100% Accounting

CliftonLarsonAllen is a professional firm specializing in CPA-reviewed financial statements, financial advisory, and accounting services. Reviewers commend their thorough and accurate financial reporting and the structured safeguards they implement. Additionally, 100% of the feedback highlights their knowledgeable CPAs providing valuable guidance on tax preparation and financial issues.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Charity
4.5 — A charity partners with CliftonLarsonAllen to completely manage their accounting department. Read more
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Industry Experience

CliftonLarsonAllen (CLA) has demonstrated expertise in the telecommunications industry, providing financial statement reviews and compliance support. Clients commend their thoroughness, accuracy, and strong communication, which enhances financial security and operational growth. The overall sentiment is positive, highlighting CLA's strengths in guiding financial matters and implementing effective controls, making them well-suited for businesses needing robust accounting services in telecommunications and related sectors.
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Telecommunications

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive CliftonLarsonAllen's services as offering good value for money, particularly due to their thorough and accurate financial statements. One client noted an investment of approximately $30,000 annually, citing significant improvements in financial safeguards and business operations. Overall sentiment reflects satisfaction with the cost relative to the quality of service, although there are suggestions for enhanced expertise in specific accounting software.
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Sisterson & Co. LLP

5.0 1 review

$1,000+

$25 - $49 / hr

50 - 249

Pittsburgh, PA

Services provided

90% Accounting

10% Business Consulting

Sisterson & Co. LLP is a CPA firm offering Accounting Services, including Tax Preparation and Financial Planning. They are lauded for their responsiveness and professional advice, with 100% of reviewers praising their commitment to client service and expertise. Their team, especially Carissa, excels in providing timely support and valuable financial insights.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Financial Planning for AI Legal Search Platform
5.0 — Sisterson & Co. LLP provided bookkeeping and tax services for a legal search platform. Read more
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Industry Experience

Sisterson & Co. LLP has received positive feedback in the legal industry, particularly for their expertise in tax preparation and financial planning. Clients appreciate their responsiveness, thoroughness, and willingness to provide advice, which contributes to a strong working relationship. Overall sentiment indicates that they are a reliable partner for legal professionals seeking accounting services, demonstrating strengths in client engagement and effective project management.
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Legal

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What Clients Have Said
Clients generally express satisfaction with Sisterson & Co. LLP's cost-effectiveness and value for money. One client noted the firm's responsiveness and willingness to provide advice, stating, 'Carissa works hard, knows what she is talking about, and is responsive.' Overall, the sentiment reflects a positive assessment of the company's pricing relative to the quality of service, with clients recommending them as a 'good choice' for accounting needs.
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Stancil & Company

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Raleigh, NC

Services provided

90% Accounting

10% Business Consulting

Stancil & Company is a strategic financial partner specializing in Accounting Services, Bookkeeping, and Tax Preparation. They provide comprehensive support, including financial reviews and seamless payroll integration. Reviews indicate 100% positive feedback, highlighting their exceptional service, reasonable pricing, and personalized client care. Clients appreciate their adaptability and strong partnership, with no areas for improvement noted.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Full-Service Accounting for Business Management Association
5.0 — Stancil & Company provides full-service accounting support for an association. They handle daily bookkeeping along with tax preparation, budgeting, and payroll. Read more
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Industry Experience

Stancil & Company has demonstrated strong expertise in the Other Industry, particularly in serving associations. Clients highlight their strategic partnership, seamless integration with QuickBooks, and daily financial support as significant strengths. The overall sentiment is highly positive, with feedback emphasizing their responsiveness, adaptability, and commitment to client success. Their comprehensive financial services have been pivotal in enhancing the operational efficiency of clients, making them a suitable choice for organizations seeking reliable financial management solutions.
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Other Industry

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently commend Stancil & Company for their reasonable pricing and exceptional value. One client noted their annual investment of $18,000–$20,000, emphasizing that the firm's support has become indispensable to their operations. The CEO highlighted their extraordinary work and responsiveness, stating that engaging Stancil was one of the smartest decisions made. Overall, the sentiment reflects strong satisfaction with the cost-effectiveness and quality of services provided.
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Meaden & Moore

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Cleveland, OH

Services provided

80% Accounting

20% Business Consulting

Meaden & Moore is an accounting firm specializing in audit services, tax preparation, and financial advisory. Their expertise in audit and taxation is highly regarded, with 100% client satisfaction reported. The firm is praised for its effective project management and adherence to deadlines, making it a reliable partner for financial statement preparation and business auditing.

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1 of 1 Accounting reviews are 5 stars

$1,000,000 – $9,999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services & Consulting for Construction Company
5.0 — Meaden & Moore is a construction company’s accounting partner. They handle the client’s annual general audit and tax returns and provide incidental professional services and Read more
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Industry Experience

Meaden & Moore has demonstrated significant expertise in the construction industry, as noted by their long-term partnership with a major construction management company. Clients commend their skills in accounting, tax preparation, and project management, highlighting their impressive output and adherence to deadlines. Overall sentiment in this sector is highly positive, suggesting Meaden & Moore is a strong fit for organizations seeking reliable financial services and strategic guidance within the construction field.
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Construction

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Average Project Cost Breakdown

$1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients have expressed high satisfaction with Meaden & Moore's services, noting that the company's expertise in audit and taxation provides significant value for their investment. One client reported spending approximately $2.5 million over their long-term engagement and stated that Meaden & Moore consistently exceeds expectations. Overall, the sentiment reflects a strong perception of value for money, with no noted areas for improvement.
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Stellar Staffing, LLC

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Birmingham, AL

Services provided

30% Accounting

35% Recruiting

35% Staffing

Stellar Staffing, LLC specializes in providing Accounting Services, particularly through virtual assistants skilled in bookkeeping. The company has received positive feedback, with 100% of reviewers noting improved productivity and efficient project management. Clients emphasize their impressive bookkeeping skills, reliability, and effective communication, with no noted areas for improvement.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Virtual Assistant Services for Accounting Firm
5.0 — Stellar Staffing, LLC provides a virtual assistant for an accounting firm to do bookkeeping tasks, including transaction categorization and reconciliation using QuickBooks. Read more
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Industry Experience

Stellar Staffing, LLC has demonstrated expertise in the financial services sector, particularly in providing virtual assistants for bookkeeping tasks. Clients have praised the company's ability to enhance efficiency and productivity, noting the high quality of their assigned staff. The positive feedback highlights their effective project management and communication practices. Overall, the sentiment is highly favorable, making them a strong option for businesses in need of skilled bookkeeping support within the financial services industry.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend Stellar Staffing, LLC for providing high-quality virtual assistants, highlighting the excellent value for money. One CEO noted an investment of $2,000, praising their bookkeeper's efficiency and impact on productivity. The engagement has consistently met deadlines and budget expectations, with clients encouraged to prioritize experienced assistants despite higher costs. Overall, feedback reflects strong satisfaction with the balance of cost and value delivered by the company.
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Brown Edwards

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Roanoke, VA

Services provided

100% Accounting

Brown Edwards is an accounting firm specializing in accounting services, tax filing, and financial advisory. Their clients appreciate their attention to detail and effective communication, with 100% of reviewers expressing confidence in their tax preparation and bookkeeping capabilities. The firm is praised for its professional service, ensuring clients are well-prepared for audits, with no notable areas for improvement mentioned.

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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 Natural Tanning Products Company
5.0 — Brown Edwards provides accounting services for a line of sunless tanning products. The team manages all tax needs and ensures all documents are properly filed. Read more
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Industry Experience

Brown Edwards has garnered positive feedback in the Consumer Products industry, particularly for their expertise in accounting services. Clients appreciate their attention to detail, timely communication, and thoroughness in tax-related matters, which instills confidence in their management capabilities. Overall sentiment is highly favorable, indicating that Brown Edwards is well-suited for businesses seeking reliable accounting support in this sector.
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Consumer Products

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally express satisfaction with Brown Edwards' cost-effectiveness, highlighting the value provided for the investment. One client noted a $1,500 expenditure for comprehensive accounting services, emphasizing confidence in the quality of service and timely communication. Overall, feedback indicates that clients feel they receive excellent value for their financial commitment, with no significant areas for improvement identified.
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The Muller Company

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Irvine, CA

Services provided

20% Accounting

50% Commercial Brokerage Services

30% Architectural Design

The Muller Company is a branding and marketing firm renowned for its expertise in refining brand messaging and website content. The company's reviews reflect a 100% positive sentiment, highlighting their exceptional attention to detail and commitment to timely delivery. A consistent theme is their ability to enhance brand professionalism, leading to increased customer engagement and inquiries.

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Industry Experience

The Muller Company has received positive feedback primarily from clients in the financial services sector. They are praised for their expertise in rebranding and website content development, with clients noting significant improvements in customer engagement and professional appearance. Their strengths include attentive project management, clear communication, and a strong alignment with client values. This indicates a strong fit for clients in financial services looking for impactful branding and marketing solutions.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with The Muller Company's cost-effectiveness and value for money. One review highlighted a significant improvement in brand presentation and customer engagement, indicating that the investment led to tangible results. The company's commitment to delivering projects on time and their attentiveness to client needs were also praised, reinforcing the perception that clients received excellent value for their expenditure. Overall, the sentiment reflects a strong alignment of service quality with pricing.
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Weiss & Company LLP

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Glenview, IL

Services provided

80% Accounting

20% Business Consulting

Weiss & Company LLP is a reputable accounting firm specializing in CPA services and tax preparation. They are highly commended for their outstanding communication and responsiveness, as 100% of reviewers emphasize these strengths. Clients have consistently reported flawless compliance with tax regulations, highlighting their reliability and expertise in accounting services.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for B2B Financial Services Firm
5.0 — Weiss & Company LLP has served as a B2B finance company’s accounting partner for the past decade. They have collaborated on tax work throughout the majority of the engagement’s lifespan. Read more
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Industry Experience

Weiss & Company LLP has demonstrated strong expertise in the financial services industry, particularly in accounting and tax compliance. Clients commend their superb communication, responsiveness, and reliability, often citing a seamless engagement process. The positive sentiment highlights their ability to effectively serve B2B finance companies, making them a suitable choice for organizations seeking dependable financial partnerships.
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Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed satisfaction with Weiss & Company LLP's pricing, indicating that their investment of approximately $25,000 since 2010 has yielded significant value, particularly in tax compliance and communication. One client noted, 'We’ve never had any issues,' highlighting the company's reliability. Overall, the sentiment regarding cost and value for money is positive, with clients appreciating the firm's responsiveness and effective service.
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Peterson Whitaker & Bjork, LLC

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Plymouth, MN

Services provided

70% Accounting

15% Business Consulting

15% Finance & Accounting Outsourcing (FAO)

Peterson Whitaker & Bjork, LLC is a CPA firm specializing in tax preparation and accounting services, with a focus on providing strategic financial advisory and tax filing support. Reviews highlight their strong communication and independence, offering peace of mind, with 100% of reviewers expressing satisfaction with their strategic partnership approach. However, some suggest improvement in communication regarding response times.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Entity Formation for Management Consultancy
5.0 — Peterson Whitaker & Bjork provides tax accounting services to a management consultancy. They’ve also advised on strategic planning. Read more
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Industry Experience

Peterson Whitaker & Bjork, LLC has received positive feedback primarily from clients in the consulting industry. Their expertise in tax accounting and business setup has been particularly praised, with clients noting their strategic partnership and proactive support. Overall, they are viewed as a reliable resource, though there is room for improvement in communication regarding response times. Their strengths lie in providing tailored financial advice and fostering long-term client relationships.
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Consulting

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Average Project Cost Breakdown

What Clients Have Said
Clients perceive Peterson Whitaker & Bjork, LLC as offering strong value for money, particularly noting their willingness to engage in discussions without charging for every meeting. One client highlighted an investment of $1,500–$3,000, emphasizing the peace of mind gained from their services. Overall, the sentiment reflects satisfaction with the cost relative to the quality of service, though some clients suggested improvements in communication regarding response times.
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Brian G. Toennies & Associates

5.0 1 review

Undisclosed

Undisclosed

2 - 9

St. Louis, MO

Services provided

100% Accounting

Brian G. Toennies & Associates is an accounting firm specializing in Tax Preparation, Bookkeeping, and Tax Filing services. With 100% positive feedback, clients praise their effective tax strategies and reliable communication, noting significant financial savings. They are trusted for their comprehensive financial advisory services, consistently exceeding expectations.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Filing, Accounting & Bookkeeping for IT Services Company
5.0 — Brian G. Toennies & Associates provides accounting services to an IT services company. They handle all bookkeeping and tax-related work for the client, focusing on filing strategies and cash Read more
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Industry Experience

Brian G. Toennies & Associates has demonstrated expertise primarily in the IT services industry, providing robust accounting and tax strategies that enhance cash flow and cost savings. Feedback highlights their strong communication, reliability, and ability to exceed client expectations. Their impact is evident in client satisfaction and significant financial savings. Potential clients in the IT sector seeking accounting assistance can expect a highly competent and supportive partnership.
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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 consistently highlight the exceptional value provided by Brian G. Toennies & Associates, noting significant savings that often surpass the costs of their services. One client mentioned spending approximately $150,000 over the years but emphasized that they saved far more than this amount in the first year alone. Overall, the sentiment reflects high satisfaction with the cost-effectiveness and quality of service, with clients recommending their services for the impressive results achieved.
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Jones & Roth

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Bend, OR

Services provided

75% Accounting

15% Business Consulting

10% Financial Consulting

Jones & Roth is a professional accounting services firm specializing in tax preparation, financial reporting, and CPA services. Reviews highlight their attentive project management and proactive approach to tax law changes. Clients appreciate their personal touch, with no negative feedback reported, and 100% of reviewers noting their expertise in multi-state tax filings.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Financial Consulting for Digital Agency
5.0 — Jones & Roth provided accounting and tax services to the client, in addition to financial advising. They filed taxes in multiple states and consulted on operating a business in Read more
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Average Project Cost Breakdown

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

What Clients Have Said
Clients have generally perceived Jones & Roth as providing good value for money, particularly highlighting their attentive service and expertise in tax law. One client noted an investment of approximately $30,000 since 2015, appreciating the proactive management and effective risk reduction strategies offered. Overall, the sentiment is positive, with clients feeling well-supported and satisfied with the cost relative to the services rendered.
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Bend, OR

300 SW Columbia Street Ste 201
Bend, OR 97702
50 - 75

541.382.3590

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ALTIUSCPA

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Sacramento, CA

Services provided

75% Accounting

25% Business Consulting

ALTIUSCPA is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. Reviewers commend their efficiency, communication, and cost-effectiveness, noting significant time savings and expense reductions. With 100% positive feedback, the company demonstrates strong project management and a client-focused approach.

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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 Online Cremation Services Company
5.0 — An online cremation services company hired ALTIUSCPA to provide accounting services. They handle the client's bookkeeping, tax reports, profit and loss statements, and payroll needs. Read more
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Industry Experience

ALTIUSCPA has demonstrated expertise in the 'Other Industry,' specifically providing accounting services for online cremation services. Clients commend their efficiency, communication skills, and cost-effective solutions, leading to significant time savings and improved internal processes. Overall, feedback suggests a strong fit for businesses seeking reliable accounting support, with an emphasis on client engagement and satisfaction.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Client feedback highlights ALTIUSCPA's competitive pricing and exceptional value for money. One client noted they spent less than $10,000 while benefiting from substantial time savings and cost reductions. The firm's efficiency and effective communication were particularly praised, with clients appreciating their willingness to engage without upfront payments until trust was established. Overall, sentiment reflects strong satisfaction with the cost-effectiveness of the services provided.
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BGO CPAs

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Beaverton, OR

Services provided

90% Accounting

10% Business Consulting

BGO CPAs is a professional accounting firm offering services such as tax preparation, financial advisory, and bookkeeping. Based on the reviews, they are highly regarded for their expertise and responsiveness, with no negative feedback provided. Clients appreciate their comprehensive knowledge of tax codes and effective communication, engaging with them quarterly for ongoing consulting support.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Consulting Accounting Services for Digital Product Agency
5.0 — BPO CPAs provides continuous and ad hoc consulting services for a digital product agency. They offer assistance with tactfully addressing accountancy-related company concerns. Read more
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express positive sentiment regarding BGO CPAs' cost-effectiveness and overall value. One client noted an investment of under $25,000 for consulting services, highlighting the firm's knowledgeable guidance on tax issues as particularly valuable. The consistent availability of the owner for queries further enhances perceived value. Overall, clients appreciate the professional relationship and timely communication, indicating satisfaction with the pricing relative to the quality of service received.
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Beaverton, OR

16100 NW Cornell Rd Ste 240
Beaverton, OR 97006
6 - 9

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Schmoyer and Company, LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Columbia, SC

Services provided

100% Accounting

Schmoyer and Company, LLC is an accounting services firm specializing in bookkeeping and financial advisory. Notably, 100% of the feedback highlights their exceptional communication and proactive approach. They effectively manage financial records and assist with tasks like PPP loan paperwork, demonstrating commitment to client success.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Floral Arrangements & Jewelry Company
5.0 — Schmoyer and Company, LLC provides bookkeeping services for a floral arrangements and jewelry store. They helped sort out their client’s books and even did the paperwork for a PPP loan. Read more
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Industry Experience

Schmoyer and Company, LLC has demonstrated expertise primarily in the Consumer Products industry, specifically in bookkeeping and financial management. Clients have praised their ability to clean up financial records, enhance cost-saving measures, and provide exceptional communication. Overall sentiment reflects satisfaction with their thorough support and responsiveness, making them a suitable choice for both small and large businesses seeking reliable accounting services.
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Consumer Products

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express satisfaction with Schmoyer and Company, LLC's cost-effectiveness, noting that their monthly investment of approximately $1,500 yields significant value. One client highlighted their proactive approach in cleaning up financial records and assisting with PPP loan paperwork, demonstrating a commitment to client savings. Overall, the sentiment reflects that the firm provides excellent communication and support, making them a worthwhile investment for both large and small businesses.
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Barsa & Company, CPAs

5.0 1 review

Undisclosed

Undisclosed

2 - 9

San Diego, CA

Services provided

100% Accounting

Barsa & Company, CPAs is a professional firm specializing in bookkeeping, tax preparation, and financial consulting services. They are highly praised for their organized and accurate financial reporting, with 100% positive feedback on their responsiveness and attention to detail. Clients commend the firm's owner for providing insightful tax advice and comprehensive financial assessments.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep, Bookkeeping, Consulting for Digital Agency
5.0 — A digital agency hired Barsa & Company, CPAs to take over their books, which were in disarray. Since then, they've managed bookkeeping, accounting, tax preparation, and financial consulting. Read more
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Industry Experience

Barsa & Company, CPAs has received positive feedback primarily from clients in the IT Services sector, where they provided accounting, bookkeeping, tax preparation, and financial consulting services. Clients highlighted their expertise in organizing complex financial situations, delivering detailed monthly reports, and offering valuable tax advice. Overall sentiment within the IT Services industry is highly favorable, emphasizing Barsa & Company's strong communication, responsiveness, and accuracy, making them a reliable choice for businesses seeking financial management.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Barsa & Company, CPAs demonstrates strong value for money, as highlighted by a client who invested over $100,000 since 2012. They effectively organized the client's disorganized books and provided detailed monthly reports, showcasing their commitment to accuracy and responsiveness. Clients appreciate the owner's helpfulness, particularly in tax advice, indicating that the overall cost aligns well with the quality of service received.
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E.G. SANCHEZ & ASSOCIATES, CPAS, APC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Murrieta, CA

Services provided

75% Accounting

25% Business Consulting

E.G. SANCHEZ & ASSOCIATES, CPAS, APC is a comprehensive accounting services firm specializing in tax preparation, financial planning, and bookkeeping. The company is praised for its exceptional attention to detail and professional project management, with 100% positive feedback from reviewers. Their strategic financial advisory services are highly recommended for businesses experiencing rapid growth.

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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 & Financial Planning for Business Dev VP
5.0 — E.G. SANCHEZ & ASSOCIATES, CPAS, APC is providing accounting services to a business development VP. They prepare the client's taxes, and they provide financial planning services. Read more
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Industry Experience

E.G. SANCHEZ & ASSOCIATES, CPAS, APC has received positive feedback particularly from the business services industry. Clients commend their expertise in tax preparation and financial planning, noting significant reductions in personal tax burdens. Their strengths lie in attention to detail, effective project management, and strategic advice for growing businesses. Overall sentiment is highly favorable, indicating they are well-suited for clients in evolving business environments seeking comprehensive financial services.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express high satisfaction with E.G. SANCHEZ & ASSOCIATES, CPAS, APC regarding their cost and value for money. One client noted a significant reduction in taxes after investing over $2,000, highlighting the firm's effectiveness. The overall sentiment reflects that the services provided are seen as top-notch, with one reviewer stating they consistently refer the firm to others, reinforcing the belief in its value relative to cost.
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Butler & Burke, LLP

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Winston-Salem, NC

Services provided

100% Accounting

Butler & Burke, LLP is a professional accounting firm specializing in audit services, financial advisory, and financial statement preparation. With a decade-long collaboration, clients commend their responsiveness, expertise, and personalized service. They consistently deliver clean financial audits and valuable recommendations, with 100% positive feedback highlighting their professionalism and commitment to client success, particularly for nonprofit organizations.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Nonprofit Organization
5.0 — Butler & Burke, LLP provides a nonprofit organization with accounting services. Every year, they’re in charge of their financial audits, leveraging QuickBooks to review their financial Read more
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Industry Experience

Butler & Burke, LLP has demonstrated strong expertise in the nonprofit sector, particularly in financial audits and grant-related services. Clients appreciate their in-depth understanding of nonprofit needs and their commitment to providing clean financial statements and actionable recommendations. Overall sentiment is highly positive, highlighting their responsive communication and personalized approach. Potential clients in the nonprofit industry seeking reliable audit services and financial guidance would find Butler & Burke, LLP to be a valuable partner.
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Nonprofit

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Butler & Burke, LLP for their reliable and cost-effective financial audit services, noting a long-term partnership that has yielded over $50,000 in investment. Feedback highlights the firm's responsiveness, timely delivery, and valuable recommendations that enhance financial management. One client emphasized their commitment to understanding unique organizational needs, ultimately providing significant value for money. Overall, sentiment reflects satisfaction with the firm's pricing and the quality of service received.
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Progresa, Inc / Greensboro

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Greensboro, NC

Services provided

100% Accounting

Progresa, Inc / Greensboro is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With 100% positive feedback, clients commend their professional approach, efficiency, and high-quality service in payroll, taxes, and financial advice. Reviewers consistently highlight the diligent and timely delivery of services, underlining the firm's strong commitment 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

Financial Services for Cleaning Services Company
5.0 — Progresa, Inc was hired by a cleaning services company for their financial services, including payroll management, taxes, bookkeeping, and financial consultancy. Read more
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Industry Experience

Progresa, Inc / Greensboro has demonstrated strong expertise in the business services sector, particularly in accounting, payroll, and financial advice for clients like AJ Smart Cleaning Inc. Feedback highlights their professionalism, efficiency, and quality of service, indicating a positive impact on clients' financial management. The overall sentiment reflects high satisfaction, suggesting that potential clients in the business services industry would find Progresa, Inc a suitable provider for their financial needs.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight Progresa, Inc / Greensboro's exceptional value for money, noting the high quality of service provided in accounting, payroll, and financial advice. One client emphasized the 'excellent service' and efficiency in delivering results, particularly in tax presentation. The professionalism and diligence of the team were also commended, with no areas for improvement identified, reflecting a strong overall sentiment regarding the company's pricing and value.
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EBC TAXES

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Pleasanton, CA

Services provided

100% Accounting

EBC TAXES is a proficient accounting services provider specializing in bookkeeping, financial reporting, and tax preparation. With 100% positive feedback, clients commend their professionalism, responsiveness, and exceptional customer service. They manage comprehensive accounting tasks seamlessly, ensuring smooth operations since 2018, and are highly recommended by their clients for their reliable and timely service delivery.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping for Polyester Enclosure Manufacturer
5.0 — A manufacturer of polyester enclosures hired EBC TAXES for their accounting and bookkeeping services. The team audits purchases, invoices, taxes, and bills weekly using the client’s accounting Read more
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Industry Experience

EBC TAXES has garnered positive feedback primarily from the manufacturing industry, where they provide comprehensive accounting and bookkeeping services. Clients highlight their professionalism, responsiveness, and exceptional customer service. The ongoing partnership indicates a high level of satisfaction and reliability. Overall, EBC TAXES is well-suited for businesses in the manufacturing sector seeking efficient and expert financial management.
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Manufacturing

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Average Project Cost Breakdown

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

What Clients Have Said
EBC TAXES is perceived as providing excellent value for money, with clients noting their services at a competitive rate of approximately $500 per month for comprehensive accounting and bookkeeping. The general manager of a client company praised their professionalism and responsiveness, stating there have been no challenges since the partnership began in 2018. Overall sentiment reflects strong satisfaction, with the client recommending EBC TAXES as a reliable service provider.
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Anderson, Tackman & Company, PLC

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Escanaba, MI

Services provided

100% Accounting

Anderson, Tackman & Company, PLC is a CPA firm offering comprehensive accounting services, including tax preparation, financial advisory, and bookkeeping. With 100% positive feedback, clients commend their expertise in financial reporting and proactive communication. They excel in providing tailored advice, particularly in navigating tax implications and financial strategy, ensuring a superior accounting experience.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Services and Accounting Consulting for Fashion Brand
5.0 — Anderson, Tackman & Company, PLC has provided accounting services to a beauty company. The two have been working more closely than normal in 2020 as the pandemic has opened up grant and loan Read more
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Industry Experience

Anderson, Tackman & Company, PLC has demonstrated strong expertise in the retail and beauty industry, particularly in accounting services including tax returns and budgeting advice. Clients commend their thorough knowledge, responsiveness, and ability to navigate complex financial landscapes, such as pandemic-related grants and loans. Overall, feedback indicates a positive sentiment, highlighting their commitment to client education and effective communication, making them a suitable partner for businesses seeking comprehensive financial guidance in the retail sector.
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Retail

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive Anderson, Tackman & Company, PLC as offering excellent value for money, with one client noting an investment of approximately $2,000 since 2019. They appreciate the firm's thorough knowledge of accounting and proactive communication, which enhances their service. The client highlighted the firm's ability to provide valuable advice on loan programs and tax implications, indicating that the services received exceed typical expectations in accounting. Overall, the sentiment reflects satisfaction with the cost relative to the quality of service.
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Ryan & Wetmore, PC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Bethesda, MD

Services provided

50% Accounting

50% Business Consulting

Ryan & Wetmore, PC is a comprehensive accounting services firm providing expertise in strategic tax planning, financial reporting, and startup mentorship. The company has received uniformly positive feedback, with 100% of reviewers praising their timely project delivery and extensive tax and accounting knowledge. Clients appreciate their ability to consistently stay on or below budget.

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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 Software Service Company
5.0 — Ryan & Wetmore, PC provides ongoing accounting support to a SaaS startup. Beyond strategic tax planning, they’ve also supported the startup through the COVID-19 pandemic and offered overall Read more
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Industry Experience

Ryan & Wetmore, PC has received positive feedback primarily from the Human Resources industry, particularly SaaS companies. Their expertise in accounting services, strategic tax planning, and startup mentorship has been highly praised. Clients commend their reliability, professionalism, and deep understanding of the tax and accounting landscape. Overall, the sentiment is positive, suggesting they are a strong fit for businesses seeking reliable financial guidance and support, especially within technology and service-oriented sectors.
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Human Resources

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Ryan & Wetmore, PC as offering excellent value for money, with one client noting that they consistently deliver high-quality services while staying on or below budget. The founder of Lattus highlighted their strategic tax planning and overall support during the pandemic, emphasizing satisfaction with their timely and efficient work. Overall, the sentiment is positive, with clients appreciating the firm's expertise and cost-effectiveness.
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The Dolins Group, Ltd.

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Northbrook, IL

Services provided

100% Accounting

The Dolins Group, Ltd. is an accounting firm providing comprehensive Accounting Services, including Tax Preparation and Financial Reporting. Across their reviews, clients, like ArtVersion, highlight their professionalism, accuracy, and responsiveness, with 100% positive feedback emphasizing their reliability and ability to integrate seamlessly with clients' teams. They are highly recommended for their expertise and strategic collaboration.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Review & Accounting Services For Creative Agency
5.0 — The Dolins Group, Ltd. initially oversaw the annual end-of-year reviews and tax returns. Since then, they've expanded their support into other accounting services. Read more
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Industry Experience

The Dolins Group, Ltd. has garnered positive feedback primarily within the Design industry, where they have been praised for their professionalism, responsiveness, and ability to handle complex accounting needs. Clients appreciate their comprehensive service offerings and the trust built over long-term partnerships. Their expertise in tax and accounting provides significant impact, allowing clients to focus on their core business. Overall sentiment reflects strong satisfaction, indicating a good fit for companies seeking reliable accounting support.
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Design

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive The Dolins Group, Ltd. as providing solid value for their pricing, with billing rates comparable to similar firms. One client noted their hourly rate aligns well with industry standards, while another highlighted their professionalism and responsiveness over a decade-long partnership. The consistent delivery of high-quality services has fostered a strong relationship, allowing clients to focus on their core business without concerns about regulatory compliance.
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Wertz & Company, LLP

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Services provided

100% Accounting

Wertz & Company, LLP is an accounting services firm providing comprehensive bookkeeping, tax preparation, and financial advisory services. Reviews highlight their efficiency, saving clients 30-40 hours monthly, and their proactive tax management. While 100% of feedback is positive, clients suggest clearer communication in layman's terms. They excel as strategic business partners beyond core financial services.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Tax Services for Digital Agency
5.0 — Wertz & Company provided full-service accounting solutions for the client, including bookkeeping and tax planning. The team also acted as a consultant for the client, advising them on financial Read more
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Industry Experience

Wertz & Company, LLP has demonstrated expertise primarily in the Advertising & Marketing industry, where they provide comprehensive financial management services, including bookkeeping and tax planning. Clients appreciate their strategic partnership approach, proactive communication, and ability to implement efficient systems that save time and costs. Overall, their strengths lie in financial advisory and operational efficiency, making them a suitable choice for businesses seeking holistic financial 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 generally perceive Wertz & Company, LLP as providing good value for money. One client noted an annual investment of approximately $15,000, highlighting significant time savings of 30-40 hours per month due to the firm's efficiency and automation tools. Their clear and understandable proposals were also appreciated. However, some feedback suggested that simplifying technical jargon could enhance client understanding. Overall, the sentiment reflects a strong value proposition with effective service delivery.
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Padgett Business Services of South Austin

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Austin, TX

Services provided

75% Accounting

25% Business Consulting

Padgett Business Services of South Austin is a specialized accounting services provider, focusing on bookkeeping, tax preparation, and financial reporting. Reviewers highlight the substantial time savings and expert handling of complex tax and compliance issues, with 100% positive feedback. Clients appreciate Matt’s personalized approach and collaborative communication style, underscoring the firm's commitment to tailored financial advisory and support.

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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 UX Agency
5.0 — Padgett Business Services of South Austin handles all tax-related tasks for a user experience consultancy, including annual filings across multiple states, bookkeeping, and employee benefits Read more
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Industry Experience

Padgett Business Services of South Austin has demonstrated expertise primarily in the IT Services industry, particularly for user experience design consultancies. Clients have praised their ability to alleviate accounting burdens such as taxes and payroll, highlighting their knowledge and compliance management across multiple states. The overall sentiment is positive, emphasizing time savings, cost efficiency, and personalized service. Their proactive communication and willingness to discuss various options further reinforce their strong reputation, making them a suitable choice for businesses in need of financial management 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 have expressed positive sentiments regarding the overall cost and value for money provided by Padgett Business Services of South Austin. One client noted an investment of approximately $40,000 over six years, highlighting significant time savings and tax benefits as invaluable returns. They appreciated the personalized service and transparency, stating, "Matt is not shy about discussing other alternatives," which underscores the value of honest consultations. Overall, clients feel that the financial investment yields substantial advantages for their businesses.
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Van Beek & Co, LLC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Tigard, OR

Services provided

100% Accounting

Van Beek & Co, LLC specializes in Accounting Services, offering creative solutions in bookkeeping and tax preparation. With 100% positive feedback, clients appreciate their timely project management and innovative tax planning strategies. Their cost-effective approach and personalized service make them a preferred choice over larger, impersonal firms.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Bookkeeping Services for Digital Product Agency
5.0 — Van Beek & Co, LLC actively handles quarterly and year-end tax planning for a digital product agency. They manage their partner company’s bookkeeping throughout the year and continue to Read more
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Industry Experience

Van Beek & Co, LLC has demonstrated expertise primarily in the IT Services sector, garnering positive feedback for their creative and proactive approach to tax planning. Clients appreciate their personalized service and competitive pricing, noting effective communication and timely deliverables. The overall sentiment reflects strong client satisfaction, indicating that businesses in the IT Services industry seeking innovative tax solutions would find Van Beek & Co, LLC to be a suitable partner.
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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 praised Van Beek & Co, LLC for their competitive pricing and excellent value for money, noting that they spent under $25,000 over four years while receiving personalized and insightful tax planning services. One client highlighted the firm's creativity in tax strategies, which exceeded expectations compared to previous providers. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of service provided.
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Business Management Company, Inc.

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Frederick, MD

Services provided

80% Accounting

20% Business Consulting

Business Management Company, Inc. is a comprehensive accounting services firm specializing in tax preparation, payroll management, and financial advisory. Reviewers highlight their strategic business consulting and reliability, with over 80% praising their expertise in financial reporting and business auditing. Clients appreciate their proactive approach and strong relationships, underscoring a trustworthy partnership and significant client satisfaction.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Taxes, Payroll, & Business Consulting for B2B Mktg. Agency
5.0 — Business Management Company, Inc. handles business and personal tax preparation, payroll, bank reconciliations, and final tax reporting. They also help with business growth and financial Read more
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Industry Experience

Business Management Company, Inc. has received positive feedback primarily from clients in the Advertising and Marketing industry. Their expertise in payroll, tax preparation, and business consulting has significantly aided clients in navigating financial challenges. Reviewers highlight their strong strategic support and commitment to client relationships, emphasizing the provider's reliability and depth of knowledge. Overall, the sentiment is highly favorable, suggesting that businesses in similar sectors would benefit greatly from their services.
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Advertising & marketing

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Average Project Cost Breakdown

What Clients Have Said
Clients commend Business Management Company, Inc. for providing substantial value relative to their cost, typically ranging from $8,000 to $10,000 annually. One client noted that the investment yields a better understanding of financial options and consistent problem-solving, emphasizing their trust and responsiveness. Despite minor hiccups over the years, the overall sentiment reflects satisfaction with their service quality and expertise, with clients feeling that they receive worth for their expenditure.
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AVZ

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Hauppauge, NY

Services provided

80% Accounting

20% Business Consulting

AVZ is a comprehensive accounting services firm specializing in tax preparation, financial advisory, and business auditing. With 100% positive feedback, clients commend their depth of knowledge and professionalism. Notably, 100% of reviewers highlight timely document preparation and responsive communication. AVZ is particularly valued for their expertise across a wide range of accounting specialties.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Software Consulting Company
5.0 — AVZ files the client's quarterly tax returns in multiple states. Additionally, they provide financial consultancy, create banking relationships, and helps with the client's individual tax Read more
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Industry Experience

AVZ has demonstrated strong expertise in the Software industry, particularly in accounting and tax services. They have been praised for their depth of knowledge, timely document preparation, and responsiveness to client needs. The ongoing partnership highlights their reliability and effectiveness in delivering financial advice and managing corporate tax returns. Overall, their positive impact suggests they are a strong fit for clients in the Software sector seeking comprehensive accounting solutions.
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Software

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive AVZ as providing good value for money, particularly noting their expertise and timely service over long-term engagements. One client mentioned a significant investment of $300,000, indicating satisfaction with their comprehensive accounting support. While there was a suggestion to lower rates, this was not considered a major issue, reflecting an overall positive sentiment regarding the cost relative to the quality of service received.
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David L. Moonie & Co., LLP

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Eureka, CA

Services provided

100% Accounting

David L. Moonie & Co., LLP is an accounting firm specializing in tax preparation, bookkeeping consultation, and financial advisory for businesses, particularly excelling in handling complex regulations for cannabis companies. The reviews highlight their responsiveness and expertise, with 100% of clients appreciating their ability to explain intricate tax regulations clearly and offer multiple solutions when challenges arise.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep Accounting for Medical Cannabis Manufacturer
5.0 — David L. Moonie & Co., LLP provided end of year tax preparation and filing services to the client. Along the way, they advised the client on best practices for bookkeeping and Read more
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Industry Experience

David L. Moonie & Co., LLP has demonstrated strong expertise in the Legal Cannabis industry, providing valuable assistance with tax filing and compliance in a complex regulatory environment. Feedback highlights their responsiveness, clarity in communication, and thorough understanding of cannabis-specific deductions. Clients appreciate their ongoing support, which has positively impacted business operations. Overall sentiment is highly favorable, indicating that cannabis businesses seeking financial guidance would find a reliable partner in this firm.
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Legal Cannabis

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of David L. Moonie & Co., LLP have expressed high satisfaction with the firm's cost-effectiveness, citing a yearly investment of approximately $800 for comprehensive tax filing assistance. One client highlighted the value derived from their expertise in navigating complex cannabis regulations, stating that the firm's responsiveness and clarity in communication significantly enhanced their experience. Overall, the sentiment indicates that clients perceive strong value for money, with no reported areas for improvement.
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MWC Accounting

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Chicago, IL

Services provided

100% Accounting

MWC Accounting is a professional accounting firm specializing in Tax Preparation, Financial Statement Preparation, and CPA services. Reviews highlight their exceptional communication and expertise, particularly in handling complex tax situations. With a 100% positive feedback rate, clients appreciate their reliability and the ability to maintain accurate financial records, ensuring successful tax filing and preparation.

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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 Full Service Agency
5.0 — MWC Accounting provides ongoing accounting and tax services. Read more
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Industry Experience

MWC Accounting has received positive feedback primarily from clients in the design industry, highlighting their trustworthiness, expertise, and effective communication. Clients appreciate their ability to manage complex tax situations and provide ongoing support, indicating a strong impact on financial accuracy and compliance. Overall, the sentiment is highly favorable, suggesting that businesses in creative sectors seeking reliable accounting services would find MWC Accounting to be a suitable match.
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Design

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed high satisfaction with MWC Accounting's cost-effectiveness and overall value for money. One client noted an investment of approximately $20,000 since 2008, emphasizing the firm's reliability in managing complex accounting needs. Feedback highlighted MWC's communicative approach and the assurance of accurate tax filings, with clients feeling confident in their financial management. Overall, the sentiment indicates that MWC Accounting delivers significant value relative to its pricing.
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Maillie LLP

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Mont Clare, PA

Services provided

100% Accounting

Maillie LLP is a comprehensive accounting services firm specializing in tax accounting, tax filing, tax strategy, and business advisory services. The reviews highlight their expertise in tax preparation and financial advisory, with 100% positive feedback emphasizing their strategic consulting capabilities and proactive approach. Despite occasional delays in response during tax season, the firm is praised for its value and specialized departments.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting & Business Advisory for IT & Dev Company
5.0 — An IT consulting firm employs Maillie LLP to assist with their accounting needs. They provide tax strategy & filing services, financial consulting, and business advisory services. Read more
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Industry Experience

Maillie LLP has demonstrated expertise primarily in the IT Services sector, where they have provided impactful tax accounting and business advisory services. Clients have praised their strategic consulting, particularly in M&A scenarios, and highlighted their team's responsiveness and resourcefulness. Overall, feedback indicates a strong value proposition, though some clients noted occasional delays in communication during peak periods. This indicates Maillie LLP is well-suited for IT firms seeking comprehensive financial strategies and support.
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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 generally perceive Maillie LLP as offering excellent value for money, with one client noting an annual investment of $15,000–$20,000 for comprehensive tax accounting and consulting services. They appreciate the team's expertise and the breadth of services provided, stating that Maillie LLP's resources have been crucial in guiding strategic decisions. However, some feedback indicates occasional delays in communication during peak periods, suggesting room for improvement in responsiveness.
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Sternbach & Rose, CPAs

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Valhalla, NY

Services provided

80% Accounting

20% Business Consulting

Sternbach & Rose, CPAs is an accounting firm offering services such as bookkeeping, tax preparation, and financial consulting. Clients commend their expertise, reliability, and personalized approach, with 100% positive feedback highlighting time savings and accurate IRS compliance. Notably, Sternbach & Rose is praised for effective communication and expertise in handling specialized business needs.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Payroll Services for Accessories Retailer
5.0 — Sternbach & Rose, CPAs provide bookkeeping, payroll, and tax filing services to an e-commerce company. They also consult on other financial needs. Read more
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Industry Experience

Sternbach & Rose, CPAs have received positive feedback primarily from the retail sector, particularly in e-commerce. Clients commend their expertise in bookkeeping, tax filing, and payroll management, highlighting their ability to resolve complex accounting issues and provide strategic advice, especially during crises like COVID-19. Overall sentiment from the retail industry is highly favorable, with clients appreciating the personalized service and strong partnership approach, indicating a strong fit for businesses in e-commerce and related fields.
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Retail

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise Sternbach & Rose, CPAs for their exceptional value and pricing. One client noted an investment of approximately $20,000 since 2010, highlighting significant improvements in bookkeeping and tax accuracy, which alleviated previous IRS issues. The firm's responsiveness and personalized approach, particularly from Ellen, further enhance the perceived value, with clients feeling treated as partners. Overall, the sentiment reflects strong satisfaction regarding cost-effectiveness and the quality of services provided.
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On-Time Accounting

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Beaverton, OR

Services provided

100% Accounting

On-Time Accounting is an accounting services company specializing in bookkeeping, financial reporting, and tax preparation. Reviews highlight their exceptional attention to detail and comprehensive understanding of regulations, with 100% of feedback reflecting positive experiences. Clients commend Andrea's fastidious project management and her ability to simplify financial processes, ensuring immaculate bookkeeping and effective tax handling.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Accounting Support for Marketing Agency
5.0 — On-Time Accounting provides ongoing bookkeeping and accounting services. In addition to handling the day-to-day needs of the business, they’re transitioning to handling their taxes, too. Read more
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Industry Experience

On-Time Accounting excels in the Advertising & Marketing sector, providing comprehensive bookkeeping and accounting support. Clients appreciate their meticulous attention to detail, regulatory knowledge, and the efficiency gained from outsourcing these tasks. The overall sentiment is highly positive, with clients noting improved financial management and significant time savings. This provider is particularly well-suited for small to medium businesses seeking reliable accounting solutions.
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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 generally perceive On-Time Accounting as providing excellent value for money. One client noted a $50,000 investment, emphasizing that the services rendered have significantly alleviated their workload and improved their financial management. The meticulous attention to detail and proactive communication were highlighted as key strengths. The client expressed confidence in the firm's capabilities, stating that their books have been described as 'immaculate' by CPA firms, further reinforcing the perception of high value relative to cost.
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Portney & Company

5.0 1 review

Undisclosed

Undisclosed

10 - 49

River Edge, NJ

Services provided

75% Accounting

25% Business Consulting

Portney & Company is a distinguished provider of comprehensive accounting services, including tax preparation, financial statement preparation, and bookkeeping. Their expertise in managing complex tax issues has impressed clients, with 100% positive feedback highlighting their ability to alleviate the emotional burden associated with tax situations. Clients particularly commend their project management skills and thorough understanding of financial intricacies.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation & Filing for Antique Asian Art Retailer
5.0 — For 36 years now, Portney & Company has handled tax preparation and filing efforts for an international art importing company. They also provide corporate and personal management and document Read more
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Industry Experience

Portney & Company has garnered positive feedback primarily from clients in the Consumer Products industry, particularly those requiring financial accounting and tax preparation services. Their expertise has significantly reduced the emotional burden of tax management for clients, demonstrating strong organizational skills and effective communication. Overall sentiment reflects satisfaction with their ability to navigate complex tax situations, making them a suitable choice for businesses in similar sectors seeking reliable financial support.
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Consumer Products

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Portney & Company's pricing and perceived value. One client, a CEO of an art importing firm, highlighted their annual investment of $3,000 for comprehensive financial services, noting that the firm alleviated the stress of complex tax situations. The client's feedback emphasized the accuracy and reliability of Portney & Company's team, which has proven invaluable over their long-term partnership, indicating strong value for money and effective service delivery.
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SD Associates

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Elkins Park, PA

Services provided

75% Accounting

25% Business Consulting

SD Associates is an accounting services firm specializing in tax preparation and financial advisory, assisting businesses in managing tax liabilities effectively. With a 100% positive feedback from clients, they are praised for their clear communication, efficiency, and ability to simplify complex tax concepts. Clients appreciate their reliability and personalized service, contributing to the clients' business compliance and success.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation & Accounting for Solo Law Firm
5.0 — SD Associates handles the annual tax preparation services for a solo law firm. They're proactive in finding tax deductions, explaining tax law in layman's terms, and may provide wealth management in Read more
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Industry Experience

SD Associates has demonstrated considerable expertise in the legal industry, particularly in supporting law firms with tax preparation services. Clients appreciate their ability to communicate complex tax laws in understandable terms, enhancing their overall experience. The firm is praised for its efficiency, accessibility, and proactive approach to tax management. Overall, feedback indicates a strong sentiment in favor of SD Associates as a reliable partner for legal professionals seeking financial support.
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Legal

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with SD Associates' pricing and value for money. One client noted an annual investment of $400 for tax preparation services, citing significant relief from tax-related concerns and the assurance of thorough support. They praised the company's ability to identify deductions and simplify complex tax laws, highlighting the quick and efficient service received. Overall, the sentiment reflects a strong perception of excellent value in relation to the cost of services provided.
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Morey, Nee, Buck & Oswald, LLC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Bethlehem, PA

Services provided

80% Accounting

20% Business Consulting

Morey, Nee, Buck & Oswald, LLC is a reputable accounting firm specializing in CPA work, tax preparation, and financial advisory services. Their reviews highlight exceptional detail orientation and responsiveness, with 100% positive feedback emphasizing their ability to address tax-related challenges comprehensively. Clients particularly appreciate their strategic financial advice and meticulous project management, making them a trusted partner in 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 & Bookkeeping for E-Learning Company
5.0 — Morey, Nee, Buck & Oswald, LLC provide CPA services, including filing local and state tax returns. Read more
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Industry Experience

Morey, Nee, Buck & Oswald, LLC has received positive feedback particularly in the education sector for their CPA services. Clients highlight their expertise in tax filing, attention to detail, and proactive financial strategies. The firm's partner, Bill, is noted for exceptional responsiveness and knowledge, ensuring compliance and accuracy. Overall sentiment is highly favorable, indicating that they are a strong fit for educational organizations requiring meticulous accounting support.
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Education

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have praised Morey, Nee, Buck & Oswald, LLC for their exceptional value for money, noting that the average annual investment of approximately $3,000 yields significant returns in expertise and reliability. One client highlighted the firm's detailed approach and responsiveness, emphasizing that they feel secure in their tax handling and decision-making. Overall, the sentiment reflects strong satisfaction with the cost relative to the quality of service provided.
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Tilghman Accounting + Tax Solutions

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Allentown, PA

Services provided

100% Accounting

Tilghman Accounting + Tax Solutions is a professional firm specializing in tax preparation and filing, as well as comprehensive accounting services. With a strong focus on detail and exceptional client management, they consistently receive positive feedback, with 100% of reviewers appreciating their organized and responsive approach. Clients highlight their attentiveness and sympathetic service, particularly during personal life changes.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation for Blogging Company
5.0 — Tilghman Accounting provided tax services to the client, filing both business and personal taxes for them. Read more
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Industry Experience

Tilghman Accounting + Tax Solutions has demonstrated expertise in the Arts, Entertainment, and Music industry, particularly for a blogging company. Clients praise their attention to detail, responsiveness, and organizational skills, highlighting a supportive approach during personal transitions. Overall, feedback indicates a strong sentiment of satisfaction, suggesting that they are well-suited for projects requiring meticulous tax preparation and personalized client engagement.
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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 of Tilghman Accounting + Tax Solutions consistently express satisfaction with the company's cost-effectiveness and value for money. One client noted spending only $300 for comprehensive tax preparation and filing services, highlighting the affordability of their offerings. The overall sentiment reflects appreciation for the detailed and organized service provided, with no reported areas for improvement, indicating a strong alignment between cost and quality.
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Accurate Methods Consulting, LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Houston, TX

Services provided

80% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

Accurate Methods Consulting, LLC is a firm specializing in Accounting Services, including bookkeeping, financial statement preparation, and tax filing. The company consistently receives positive feedback, with 100% of reviewers praising their reliability and expertise in financial management. They are noted for their flexibility and dedication, often going above and beyond to meet client needs.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping, Accounting & Consulting for Data Company
5.0 — Accurate Methods provides bookkeeping services for an apartment data hub. They oversaw the migration of the client’s books to QuickBooks and then Intacct and supplies numbers to a third-party for Read more
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Industry Experience

Accurate Methods Consulting, LLC has received positive feedback primarily from the Advertising & Marketing sector, particularly from a client in the multi-family industry. Their expertise in transitioning accounting systems and providing reliable monthly financial services has been highly praised. Clients commend their flexibility, reliability, and strong communication skills, highlighting their significant impact on financial operations. Organizations seeking financial consulting in the advertising and marketing domain would find Accurate Methods to be a strong fit.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed a high level of satisfaction with Accurate Methods Consulting, LLC regarding cost and value for money. One client noted that despite a significant investment of approximately $400,000, they felt the rates were very good for the services provided. The CEO of ApartmentData.com emphasized the importance of being organized and not trying to 'nickel-and-dime' the company, underscoring the value received from their ongoing partnership.
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Bengston & Smith, P.C

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Farmington, CT

Services provided

100% Accounting

Bengston & Smith, P.C is a highly regarded accounting services firm specializing in Tax Preparation, Financial Advisory, and CPA services. Reviews highlight their expertise in reducing tax liabilities and ensuring compliance, with 100% of clients praising their responsiveness and continuity. The firm’s commitment to personalized service and staying current with tax laws is consistently noted, making them a recommended choice for accounting needs.

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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 Property Management Company
5.0 — Bengston & Smith, P.C provides accounting services to augment profits for a property management company. The team files taxes and ensures legal compliance. Read more
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Industry Experience

Bengston & Smith, P.C. has demonstrated strong expertise in the real estate sector, providing comprehensive accounting services that enhance tax compliance and profitability. Clients commend their responsiveness, continuity, and up-to-date knowledge of tax laws, which significantly impact financial outcomes. The firm's local presence and personalized service are highlighted as key strengths, making them a reliable choice for businesses seeking accounting support in real estate.
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Real estate

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight Bengston & Smith, P.C.'s competitive pricing and exceptional value. One client noted, 'the price was right' and emphasized the firm's ability to keep costs down while maximizing profits. They appreciate the firm's knowledgeable team, which helps minimize tax liabilities and ensures compliance, leading to long-term engagements. Overall, the sentiment reflects satisfaction with both the quality of service and the affordability offered by Bengston & Smith, P.C.
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Dansa D’Arata Soucia LLP

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Buffalo, NY

Services provided

75% Accounting

25% Business Consulting

Dansa D’Arata Soucia LLP is a comprehensive accounting service provider, offering expertise in bookkeeping, tax preparation, and financial advisory services. With a focus on personalized attention, 100% of reviewers highlight their professional and timely service, although initially, clients experienced some inconsistency with contact assignments. The firm is praised for minimizing tax consequences and effectively navigating audits.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping Services for Medical Practice
5.0 — When their longtime personal client opened a medical practice, Dansa D’Arata Soucia came on board as business accounting consultants. The team provides a range of services, including Read more
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Industry Experience

Dansa D’Arata Soucia LLP demonstrates strong expertise in the healthcare industry, particularly in supporting medical practices with financial assessments, tax preparation, and bookkeeping. Clients commend their personalized attention, prompt communication, and effective representation during audits. Overall sentiment is highly positive, highlighting their impact on efficiency and financial management. Their experience suggests a good fit for clients in the healthcare sector seeking comprehensive financial guidance.
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Healthcare

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Average Project Cost Breakdown

What Clients Have Said
Clients commend Dansa D'Arata Soucia LLP for their cost-effectiveness and value for money, noting significant savings in both time and finances. One client highlighted the firm's ability to minimize tax consequences and provide excellent personal attention, stating, 'Their services have definitely saved a lot of time, money, and hassle.' Overall, the sentiment is positive, with clients appreciating the prompt and professional response times relative to the investment made.
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Dubnik & Associates, LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Freehold, NJ

Services provided

80% Accounting

20% Business Consulting

Dubnik & Associates, LLC is a firm specializing in accounting services, including tax preparation and financial advisory. Feedback highlights their competence and responsive project management, with 100% of reviewers praising their organization and communication. Clients appreciate the personal attention and professionalism provided by their team, particularly noting the expertise of team member Rob.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation for Law Tutoring Service
5.0 — Dubnik & Associates, LLC provided tax preparation and bookkeeping services. Read more
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Industry Experience

Dubnik & Associates, LLC has received positive feedback primarily from the education sector, where they provided tax preparation services. Clients commend their expertise, responsiveness, and organized documentation. The overall sentiment reflects confidence in their accounting capabilities, highlighting strengths in project management and client communication. Their proven track record suggests a strong fit for businesses in education and potentially other service-oriented industries requiring meticulous financial management.
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Education

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed satisfaction with Dubnik & Associates, LLC's value for money, particularly noting the strong competency of their staff and responsive communication. One client mentioned spending between $50,000 and $200,000, highlighting confidence in their accounting services. Overall sentiment indicates that the quality of service justifies the investment, with particular praise for organized documentation and timely project management.
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Mark M. Harnden CPA, PC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Scottsdale, AZ

Services provided

100% Accounting

Mark M. Harnden CPA, PC is a professional accounting services firm specializing in tax preparation, payroll, and financial reporting. Clients appreciate their deep understanding of tax codes and exceptional customer service, with 100% of reviewers praising their expertise and professionalism. Recommendations extend to family, and while overall satisfaction is high, there’s a noted preference for online invoice payment options.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Corporate Accounting for Tech Consultancy
5.0 — Mark M. Harnden CPA, PC provides corporate and personal tax filing services for a consulting group. Their team also provides payroll services and complete reports. Read more
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Industry Experience

Mark M. Harnden CPA, PC has demonstrated expertise primarily in the technology consulting sector, providing comprehensive tax and payroll solutions. Client feedback highlights their adaptability to complex tax situations, exceptional customer service, and thorough communication. The provider's continuous education on tax codes ensures they deliver up-to-date advice, contributing to a strong positive sentiment among clients. This firm is particularly well-suited for businesses seeking reliable tax and financial services in the technology industry.
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Other Industry

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed satisfaction with the cost and value provided by Mark M. Harnden CPA, PC, noting an annual investment of approximately $2,500 for comprehensive tax and payroll services. One client highlighted the peace of mind gained from their expertise in tax codes, indicating a strong return on investment. Overall sentiment reflects that the services are well worth the cost, despite a desire for improved payment options.
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Financial GPS

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Philadelphia, PA

Services provided

100% Accounting

Financial GPS is a company specializing in bookkeeping and accounting services, offering financial reporting and leveraging modern technologies. Their transparent pricing model and efficient support have been praised, with 100% of reviewers highlighting reduced workload and improved processes. Financial GPS is noted for their friendly and knowledgeable team, ensuring seamless communication and proactive service enhancements.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Payroll for Mobile App Dev Agency
5.0 — Financial GPS provides bookkeeping and accounting services. Their services also include financial reporting. Read more
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Industry Experience

Financial GPS has demonstrated expertise primarily in the Information Technology sector, receiving positive feedback for their transparent pricing model and adoption of modern technologies. Clients appreciate their efficient bookkeeping and accounting services, which have streamlined financial processes and enhanced operational efficiency. The overall sentiment is highly favorable, highlighting the provider's proactive approach, friendly team, and strong communication skills, making them a valuable partner for businesses seeking reliable financial management solutions.
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Information technology

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients appreciate Financial GPS for their transparent pricing model, described as a flat monthly rate of approximately $300, which is viewed as providing good value for money. Feedback highlights the efficiency gained from their services, allowing businesses to streamline processes and save time. Overall sentiment is positive, with clients noting the company's proactive approach and technological integration, reinforcing the perception of strong value relative to cost.
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Chemel Kornick & Mooney

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Pittsburgh, PA

Services provided

60% Accounting

40% Business Consulting

Chemel Kornick & Mooney is an accounting services firm specializing in Tax Preparation and financial advisory. According to the reviews, 100% of clients appreciate their professionalism and reliability, highlighting a flawless and straightforward process in tax support without any negative feedback. Clients value their consistent communication and fulfillment of commitments.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation for Sales Company
5.0 — A sales company hired Chemel Kornick & Mooney for tax preparation services. They speak about three times a year and ask questions when needed. Read more
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Industry Experience

Chemel Kornick & Mooney has demonstrated expertise in the Advertising & Marketing industry, particularly in tax support. Clients commend their professionalism and reliability, noting effective communication and a straightforward process. The overall sentiment is highly positive, with clients highlighting the provider's commitment to fulfilling promises and delivering results. This strong track record suggests they are well-suited for businesses seeking reliable financial support within this sector.
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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 have expressed positive sentiments regarding Chemel Kornick & Mooney's value for money. One client noted a significant investment of approximately $30,000 over many years, highlighting that the process was simple and effective. Their professionalism and reliability were emphasized, with the client stating, 'They do what they say they’re going to do.' Overall, feedback indicates that the firm delivers substantial value relative to its cost.
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Bridgett Mock & Associates, P.A.

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Waldorf, MD

Services provided

80% Accounting

20% Business Consulting

Bridgett Mock & Associates, P.A. is an accounting services firm specializing in Tax Preparation, Payroll, and Bookkeeping for small businesses. Reviewers consistently highlight their strong communication and personalized service, with 100% praising their single point of contact approach. The firm is noted for making complex financial tasks manageable, particularly appreciating their tailored services for nonprofit organizations.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Payroll for Youth Soccer Club
5.0 — Bridgett Mock & Associates, P.A. performs tax accounting and payroll services for a soccer club. Read more
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Industry Experience

Bridgett Mock & Associates, P.A. has garnered positive feedback primarily within the nonprofit sector, particularly in managing accounting and tax needs for organizations like soccer clubs. Clients highlight their strong organizational skills, effective communication, and personalized service as key strengths. The firm’s expertise in supporting small businesses and nonprofits is notable, with clients appreciating their dedicated single point of contact. Overall, the sentiment indicates a strong fit for clients in the nonprofit and small business industries.
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Nonprofit

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed high satisfaction with Bridgett Mock & Associates, P.A.'s pricing and value for money. One client highlighted a yearly investment of $2,500–$3,000, noting a discounted rate for non-profit organizations. They appreciate the strong communication and personalized service, which enhances the perceived value. Overall, the sentiment reflects that the firm's services are both affordable and effective, making them a reliable choice for small businesses and organizations.
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Jebran & Abraham, P.C.

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Bryn Athyn, PA

Services provided

100% Accounting

Jebran & Abraham, P.C. is a CPA firm specializing in Accounting Services, including Bookkeeping and Business Auditing. The reviews reflect an 80% positive sentiment, highlighting their expertise in nonprofit financial management and reasonable pricing. Notably, 60% of reviewers appreciate their client-focused approach, though timely communication during peak seasons could be improved.

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Industry Experience

Jebran & Abraham, P.C. has demonstrated expertise primarily within the nonprofit sector, providing essential services such as bookkeeping and auditing. Clients have praised their deep understanding of nonprofit regulations and their reasonable pricing, highlighting their dedication to client education and support. Overall sentiment reflects strong satisfaction with their reliability and communication, although some clients noted occasional delays during peak tax seasons. This firm is highly recommended for organizations seeking specialized accounting services in the nonprofit industry.
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Nonprofit

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Jebran & Abraham, P.C. for their reasonable pricing and value for money, particularly highlighting their willingness to work within budget constraints. One client noted that other accountants were significantly more expensive, but Jebran & Abraham provided expert service tailored to nonprofits at a competitive rate. Overall, the sentiment reflects satisfaction with the firm's pricing structure and the quality of service received, although some clients suggested improved communication during peak periods.
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Bryn Athyn, PA

1800 Byberry Road, Suite 1402
Bryn Athyn, PA 19006

(267) 477-1061

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McKonly & Asbury

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Camp Hill, PA

Services provided

80% Accounting

20% Business Consulting

McKonly & Asbury is a comprehensive accounting services firm providing bookkeeping, financial planning, and audit services. Feedback highlights their efficiency and alignment with client values, with 100% positive remarks emphasizing their superior project management and advisory expertise. The client's long-term partnership underscores the firm's valuable contributions and exceptional service quality.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Comprehensive Accounting Services for Ballet Firm
5.0 — McKonly & Asbury performs comprehensive accounting services for a ballet firm. The team's services include cash flow management, financial planning, annual audit, and more. Read more
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Industry Experience

McKonly & Asbury demonstrates expertise in the Arts, Entertainment, and Music industry, highlighted by their partnership with Central Pennsylvania Youth Ballet. Clients commend their comprehensive accounting services, effective financial planning, and ability to support organizational growth. The overall sentiment is highly positive, emphasizing their commitment to client values and detailed work. This firm is well-suited for organizations seeking meticulous financial management and strategic guidance, particularly in the arts sector.
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Arts, entertainment & music

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Average Project Cost Breakdown

What Clients Have Said
Clients generally perceive McKonly & Asbury as offering excellent value for money, particularly for their comprehensive accounting services. One CEO noted an investment of over $50,000, emphasizing that their contributions have saved significant time and improved financial oversight. The firm's commitment to understanding client values and providing high-quality service has been highlighted as a key strength, with no reported areas for improvement. Overall, clients feel the partnership is beneficial and worth the cost.
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Han Group LLC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

McLean, VA

Services provided

90% Accounting

10% Financial Advising & Planning

Han Group LLC is an accounting services firm specializing in financial management for nonprofit organizations, offering services such as bookkeeping, tax preparation, and audits. Reviews highlight their exceptional financial report delivery, detailing analysis, and expertise in navigating complex financial landscapes, including COVID-19-related opportunities. With 100% positive feedback, clients commend their leadership, attention to detail, and ability to simplify financial management for non-financial professionals.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Auditing Services for Youth Safety Nonprofit
5.0 — A youth safety nonprofit hired Han Group LLC to provide them with their extensive financial management services. The team initially provided the organization with their auditing services. Read more
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Industry Experience

Han Group LLC has received exceptional feedback primarily from the nonprofit sector, where they serve as outsourced financial management partners. Clients praise their expertise in financial reporting, audit management, and adaptability during challenges such as COVID-19. Their strengths include detailed analytics, client-centered service, and the ability to simplify complex financial processes for non-financial leaders. Overall sentiment in the nonprofit industry is highly positive, indicating that Han Group is a strong choice for organizations seeking comprehensive financial management solutions.
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Nonprofit

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently commend Han Group LLC for their exceptional value and thorough financial management services. One client, the CEO of a nonprofit, noted spending approximately $80,000 annually while receiving unmatched expertise and detailed financial reporting. They highlighted the firm's ability to simplify complex financial processes, stating, 'I don’t know if I can put a price tag on their leadership.' Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of service provided.
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McLean, VA

1750 Tysons Boulevard Suite 1500
McLean, VA 22102

(703) 288-3700

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