Top Financial Services Firms in the United States

Ratings Updated: August 8, 2026

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CSTMR

4.9 7 reviews

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, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.

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Reviews mention Great project management
Clients have praised CSTMR for their exceptional project management capabilities, highlighting their ability to facilitate seamless communication and keep projects on track. One client noted, 'CSTMR has a talented team... Their project management is on point!' Another emphasized their consistent on-time delivery and collaborative approach, stating, 'The work has been really collaborative. They’re plugging into our team and adding resources.' Overall, the sentiment reflects strong satisfaction with CSTMR's project management processes.

Website & CRM for Public Risk Pool

5.0 Apr 24, 2019

They’ve executed very well. We have regular communication and weekly Zoom meetings to coordinate, answer questions, and get updates. Basecamp allows us to share documents and monitor daily tasks.
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Digital & Content Marketing for Money Transfer Platform

5.0 Jan 20, 2021

CSTMR has a talented team of individuals that are highly skilled in their areas of expertise. Their project management is on point! They make it easy for us as a client to keep a track of all the ongoing projects and next steps.
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Industry Experience

CSTMR has demonstrated extensive expertise in the financial services sector, supporting clients with brand optimization, digital marketing strategies, and website development. Reviews indicate strong capabilities in enhancing brand awareness and customer acquisition, resulting in significant traffic and engagement increases. Clients praised CSTMR for its collaborative approach and commitment to understanding their unique needs. Additionally, CSTMR's adaptability and effectiveness extend to other industries, including risk management and technology, suggesting a strong fit for any organization seeking comprehensive marketing support.
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Other industries Other Industry Financial services

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More responsive than most other service providers

CSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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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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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 an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. Clients commend their expertise and personal attention, with 100% positive feedback highlighting their prompt communication and effective financial guidance. They are noted for minimizing tax consequences and offering personalized service, though initially, clients experienced inconsistency in tax preparation contacts.

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1 of 1 Accounting reviews are 5 stars

Unknown 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 has demonstrated substantial expertise in the Healthcare industry, providing comprehensive financial services including tax preparation, bookkeeping, and strategic financial guidance. Clients appreciate the firm's personal attention and responsiveness, noting significant time and cost savings. Overall sentiment is highly positive, highlighting their effective support for medical practices and personal financial management. Potential clients in Healthcare can expect tailored service and reliable advice from this provider.
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Healthcare

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What Clients Have Said
Clients frequently commend Dansa D'Arata Soucia LLP for their exceptional value and cost-effectiveness. One client noted significant savings in time and money, while another emphasized the personal attention that enhances the overall service experience. Overall, clients feel that the company provides excellent advisory services that justify their fees, with one client stating, 'I’ve never felt like just another client.' However, some feedback indicated initial inconsistencies in contact personnel.
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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 demonstrated expertise primarily within the Education sector, providing impactful tax preparation services. Clients appreciate their responsiveness, timely work, and excellent organizational skills. The overall sentiment in this industry reflects a high level of satisfaction, indicating that potential clients in Education can expect reliable and competent accounting support from this provider.
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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 positive sentiments regarding the cost and value offered by Dubnik & Associates, LLC. One client noted an investment between $50,000 and $200,000, highlighting the competence and responsiveness of their team, particularly Rob. They appreciated the organized documentation and timely project management, indicating that the services provided justified the investment. Overall, clients feel that the firm delivers strong value for the costs incurred.
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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 an accounting services firm specializing in Tax Preparation, Financial Reporting, and Bookkeeping. Reviews highlight their excellent customer service and comprehensive tax knowledge, with 100% of feedback emphasizing their professionalism and effective communication. Notably, they provide detailed reports, though a suggestion for online payment options was noted.

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1 of 1 Accounting reviews are 5 stars

Unknown 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 received positive feedback primarily from the technology consulting industry, where clients appreciate their expertise in managing complex tax situations and payroll services. The firm is noted for its excellent customer service, ongoing education on tax codes, and effective communication. Overall, sentiment is highly favorable, particularly for businesses seeking knowledgeable and reliable tax professionals. They are well-suited for the technology sector and other industries requiring detailed tax management.
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Other Industry

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What Clients Have Said
Clients express satisfaction with the overall value and pricing of Mark M. Harnden CPA, PC, noting a typical annual investment of around $2,500 for comprehensive tax and payroll services. Feedback highlights the peace of mind provided by their expertise in navigating complex tax codes and excellent customer service. However, a suggestion for improvement includes the implementation of online payment options for convenience.
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Financial GPS

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Philadelphia, PA

Services provided

100% Accounting

Financial GPS is an accounting services firm specializing in bookkeeping, financial reporting, and accounting solutions. The firm is praised for its use of modern technologies and a flat-rate pricing model, with 100% of reviewers highlighting their proactive approach and efficiency in streamlining processes. All feedback is positive, emphasizing their knowledgeable and responsive team.

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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 in the Information Technology sector, particularly in accounting and bookkeeping services. Clients appreciate their transparent pricing model and proficiency in utilizing modern technologies, which contribute to streamlined financial processes. Overall, sentiment is positive, highlighting strengths in communication, responsiveness, and a proactive approach. These attributes suggest a strong fit for technology-driven businesses seeking reliable financial support.
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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, which operates on a flat monthly rate, making it easier to budget. One client noted their investment of approximately $300 per month, highlighting the value derived from streamlined processes and time savings. Overall, feedback reflects a positive sentiment regarding cost-effectiveness and the quality of service provided, with no significant areas for improvement identified.
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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 firm specializing in tax preparation and accounting services. The reviews highlight their professionalism and reliability, with 100% positive feedback noting their ability to meet commitments and deliver results efficiently. Clients value their straightforward communication and effective project management, ensuring a seamless tax support process.

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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 primarily in the Advertising & Marketing industry, where they have received positive feedback for their professionalism and reliability in providing tax support services. Clients have noted their effective communication and seamless project management, resulting in a strong sense of trust and satisfaction. Overall sentiment in this industry highlights the firm's commitment to delivering results, making them a solid choice for businesses seeking accounting and tax solutions.
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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 the overall cost and value for money provided by Chemel Kornick & Mooney. One client noted a long-term investment of approximately $30,000, emphasizing that the services rendered were efficient and professional. The client stated, "They do what they say they’re going to do, and they get it done," indicating satisfaction with the pricing relative to the quality of service received.
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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 a specialized accounting services firm providing tax preparation, payroll, and financial advisory for small businesses. With 100% positive feedback, clients appreciate their strong communication, personalized service, and efficiency, particularly highlighting their expertise in tax filing and bookkeeping. Their unique personal contact approach is a notable strength that clients frequently recommend.

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1 of 1 Accounting reviews are 5 stars

Unknown 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 particularly within the nonprofit sector, where they have effectively managed accounting needs such as taxes and payroll for a soccer club. Clients appreciate their strong communication, organizational skills, and personalized service, which distinguishes them from competitors. The overall sentiment is highly favorable, indicating that this provider is a strong fit for small businesses and nonprofit organizations seeking reliable accounting support.
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Nonprofit

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Average Project Cost Breakdown

What Clients Have Said
Clients express a positive sentiment regarding the overall cost and value for money provided by Bridgett Mock & Associates, P.A. One client noted spending between $2,500–$3,000 annually, highlighting a discounted rate for their nonprofit organization. The client emphasized that the firm simplifies complex tasks like taxes and payroll, providing significant value through strong communication and personalized service. Overall, clients feel they receive excellent service relative to their investment.
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Stratton Equities

5.0 1 review

$100,000+

Undisclosed

10 - 49

Montville, NJ

Services provided

50% Commercial Financing

50% Financial Advising & Planning

Stratton Equities specializes in creative real estate financing solutions, particularly for multifamily properties. Reviews highlight the company's personalized service and meticulous attention to detail, with clients appreciating their professionalism and effective communication. Despite some deals not going through due to external factors, clients express confidence in Stratton Equities for future opportunities.

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Industry Experience

Stratton Equities has received positive feedback particularly within the financial services industry, where they supported clients in wealth management and real estate investment. Their strengths lie in creative financing solutions and personalized service, which fostered strong client confidence and satisfaction. Overall sentiment indicates a high level of trust and appreciation for their detailed attention and effective communication, making them a suitable partner for clients in financial planning and real estate sectors.
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Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed positive sentiments regarding Stratton Equities' cost and value for money. One client noted the firm’s personalized service and attention to detail as exceptional, stating they felt valued beyond just a transaction. Although the specific commission structure was not detailed, the client indicated confidence in pursuing future engagements, suggesting a perceived fair value given the quality of service. Overall, feedback indicates that clients find the costs justifiable relative to the quality of support received.
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Jebran & Abraham, P.C.

5.0 1 review

Undisclosed

Undisclosed

10 - 49

New Britain, PA

Services provided

100% Accounting

Jebran & Abraham, P.C. is an accounting services firm specializing in bookkeeping, financial reporting, audit services, and tax preparation. They receive predominantly positive feedback, with clients praising their expertise in nonprofit auditing and their ability to integrate seamlessly into business operations. Notably, 100% of reviewers commend their reasonable pricing and personalized support, although some note slower communication during peak tax season.

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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 Nonprofit
5.0 — Jebran & Abraham, P.C. was hired by a nonprofit to manage their bookkeeping and audit processes. The team makes sure that the client's gov't requirements are secured, and everything is filed Read more
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Industry Experience

Jebran & Abraham, P.C. has demonstrated significant expertise in the nonprofit sector, providing tailored bookkeeping and audit services. Clients commend their thorough understanding of nonprofit regulations and their ability to integrate seamlessly into existing operations. The firm's strengths lie in personalized support, reasonable pricing, and proactive communication, although response times may lag during peak tax seasons. Overall, their impact is highly positive within the nonprofit industry, making them a strong candidate for similar organizations seeking financial guidance.
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Nonprofit

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally express satisfaction with Jebran & Abraham, P.C.'s value for money, noting their reasonable pricing compared to other firms. One client mentioned they appreciated the firm's willingness to work within their budget while providing expert bookkeeping and audit services. Additionally, the firm's focus on delivering results rather than billing by the hour reflects a commitment to value. However, some clients noted occasional delays in communication during peak tax seasons, which could impact overall satisfaction.
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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 an accounting services firm offering comprehensive solutions such as bookkeeping, financial reporting, and audit services. The feedback highlights their efficiency, commitment to client values, and superior quality of work, with 100% of reviewers expressing satisfaction and 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

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

Washington, DC

Services provided

90% Accounting

10% Financial Advising & Planning

Han Group LLC is a comprehensive accounting services firm, specializing in outsourced CFO services, financial management, audit services, and bookkeeping. They consistently receive positive feedback, with 100% of clients praising their detailed financial reporting, audit expertise, and leadership in nonprofit financial management. Their client-centric approach and ability to simplify complex financial processes are highly commended.

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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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Baharestani & Ritt LLP

5.0 1 review

Undisclosed

Undisclosed

2 - 9

New York, NY

Services provided

50% Accounting

50% Financial Advising & Planning

Baharestani & Ritt LLP is an accounting firm specializing in Tax Preparation and Financial Analysis. With over 20 years of service, 100% of reviewers highlight their efficiency and comprehensive understanding of tax laws, reflecting a strong reputation in accurate and organized tax filing. Notably, clients frequently commend their attention to detail and reliable service.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Management Services for Hospitality & Leisure Company
5.0 — Baharestani & Ritt LLP has provided accounting services for a hospitality and leisure company. They are tasked with managing the client's finances and taxes. Read more
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Industry Experience

Baharestani & Ritt LLP demonstrates strong expertise in the Hospitality & Leisure industry, evidenced by long-term client relationships and comprehensive tax services. Clients commend their efficiency, detailed tax returns, and adherence to current tax laws, resulting in high satisfaction. Overall, the firm's proactive approach and depth of knowledge make them a beneficial partner for businesses within this sector.
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Hospitality & leisure

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently commend Baharestani & Ritt LLP for their exceptional value and cost-effectiveness. One long-term client noted their comprehensive and organized tax return services, emphasizing the firm's efficiency and adherence to current tax laws. The sentiment is overwhelmingly positive, with clients expressing satisfaction in the firm's ability to exceed expectations, indicating that the cost aligns well with the quality of service provided.
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Friedman & Associates, P.c.

5.0 1 review

Undisclosed

Undisclosed

2 - 9

West Bloomfield Township, MI

Services provided

100% Accounting

Friedman & Associates, P.c. is a CPA firm offering comprehensive Accounting Services, including Tax Preparation and Financial Advisory. The reviews highlight a consistent ability to navigate complex tax codes and optimize clients' tax situations, with 100% positive feedback mentioning effective tax reduction strategies. Client feedback emphasizes their proficiency in Financial Reporting and Tax Filing, despite seasonal communication challenges.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Management for Advertising & Marketing Company
5.0 — Friedman & Associates, P.c. has provided tax management services and inventory consultations. This platform is expected to reduce tax issues and match with the tax code. Read more
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Industry Experience

Friedman & Associates, P.C. has demonstrated expertise in the Advertising & Marketing industry, particularly in tax-related services and inventory consultation. Clients appreciate their ability to navigate complex tax codes and optimize financial strategies to reduce tax burdens. Overall sentiment is positive, highlighting their deep industry knowledge and reliable communication, though some clients suggest a need for increased staff during peak tax seasons to enhance support.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised Friedman & Associates, P.C. for their ability to optimize tax situations and navigate complex tax codes, highlighting the value they provide in reducing overall tax burdens. One long-term client noted that the firm’s expertise has been crucial in planning inventory purchases. However, feedback indicates that response times can be challenging during peak seasons, suggesting a need for staffing improvements during high-demand periods. Overall, clients feel that the firm's services offer good value for the cost.
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Lucky Tax Service (Yang Hyonjoo)

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Flushing, NY

Services provided

100% Accounting

Lucky Tax Service (Yang Hyonjoo) is a comprehensive accounting firm providing bookkeeping, tax preparation, financial planning, and auditing services. With 100% positive feedback, clients highlight their project management skills and personalized service, treating clients like family. They excel in guiding businesses through financial complexities, exemplified by aiding in loan procurement during the pandemic and supporting business expansion.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Personal & Business Accounting for Multi-Business Owner
5.0 — The owner of a daycare and an e-commerce company hired Lucky Tax Sevice to manage their personal and business accounts. The team keeps the books, plans the client's finances, and prepares loan and Read more
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Industry Experience

Lucky Tax Service (Yang Hyonjoo) has demonstrated strong expertise in the Consumer Products industry, specifically supporting businesses like daycare centers and e-commerce. Clients praise their comprehensive accounting, payroll, and financial planning services, highlighting their proactive approach in assisting during challenging periods, such as the pandemic. Overall sentiment is highly positive, with clients feeling valued and supported, particularly in understanding financial management and business growth. This expertise makes Lucky Tax a suitable choice for clients in consumer-oriented sectors seeking personalized accounting solutions.
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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 have expressed high satisfaction with Lucky Tax Service's pricing, noting it as a significant value for money. One client highlighted a monthly fee of $150 for comprehensive services, including bookkeeping and tax preparation, which facilitated their business growth and financial understanding. The sentiment is overwhelmingly positive, with customers appreciating the personalized attention and proactive support, leading to impactful financial decisions and business expansion.
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Hildebrand, Limparis & Associates, CPAs, PC

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Frederick, MD

Services provided

25% Accounting

25% Business Consulting

25% Commercial Financing +1 service

25% Financial Advising & Planning

Hildebrand, Limparis & Associates, CPAs, PC is a professional accounting firm specializing in Tax Preparation, Financial Advisory, and Tax Filing services. With a 15-year ongoing partnership, 100% of reviewers highlight their extensive tax knowledge and consulting expertise, although some mention a need for improved responsiveness and technological integration. Overall, they are commended for ensuring compliance and optimizing business operations.

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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 Software Development Agency
5.0 — Hildebrand, Limparis & Associates, CPAs, PC is providing accounting services to a development firm. They help the company close their books annually, and they assist in crafting tax planning Read more
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Industry Experience

Hildebrand, Limparis & Associates, CPAs, PC has received positive feedback primarily from clients in the software industry, highlighting their strengths in tax planning, consulting, and responsiveness. Clients appreciate their expertise in navigating tax complexities and their long-term partnerships. The overall sentiment is favorable, particularly for software companies seeking reliable tax guidance and business optimization strategies. Potential clients in this sector are likely to find a strong match with this provider.
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Software

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally express satisfaction with the cost and value provided by Hildebrand, Limparis & Associates, CPAs, PC. One client noted a $100,000 investment over 15 years, highlighting the firm's effective tax planning and consulting services that ensured compliance with state and IRS regulations. Although there were minor concerns about responsiveness, clients appreciate the depth of knowledge and the quality of advice received, indicating strong overall value for money.
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Univest

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Souderton, PA

Services provided

50% Financial Advising & Planning

25% Commercial Financing

25% Insurance Services & Brokers

Univest is an accounting services company offering financial solutions, including financial advisory and business auditing. They have demonstrated exceptional commitment, even working during holidays, and have consistently met deadlines. Reviewers note their impressive knowledge of neighborhood improvement zones, with 100% positive feedback and no identified areas for improvement.

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1 of 1 Accounting reviews are 5 stars

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

Accounting PROJECT HIGHLIGHT

Financing & Lending Services for Property Management Firm
5.0 — Univest is helping a property management real estate company acquire financing for a real estate purchase. The team also provides guidance around neighborhood improvement zone lending. Read more
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Industry Experience

Univest demonstrates significant expertise in the real estate sector, particularly in handling complex financing solutions like neighborhood improvement zone-specific lending. Clients appreciate their responsiveness, project management efficiency, and in-depth industry knowledge. Overall sentiment from reviews indicates a strong satisfaction level, highlighting Univest's strengths in communication and meeting deadlines, making them a suitable choice for real estate projects.
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Real estate

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Univest's services as offering strong value for money, particularly through their commitment to customer support and timely project management. One client noted their availability even during holidays and praised their expertise in complex financing requirements. The overall sentiment reflects satisfaction with the pricing relative to the quality of service provided, with no significant complaints regarding costs or value.
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The Seltzer Group

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Orwigsburg, PA

Services provided

100% Insurance Services & Brokers

The Seltzer Group is an insurance services company providing comprehensive coverage solutions for commercial real estate, automotive, and homeowner needs. Clients praise their responsiveness and personalized service, with 100% of reviewers highlighting their availability and accuracy in financial assessments. The engagement with clients is consistently ongoing, with no reported issues or claims.

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Industry Experience

The Seltzer Group has demonstrated strong expertise in the real estate industry, providing comprehensive insurance solutions for commercial properties. Clients appreciate their responsiveness and proactive communication, which enhances trust and satisfaction. Overall sentiment in this field is highly positive, indicating that potential clients in real estate can confidently rely on The Seltzer Group for effective and reliable insurance coverage tailored to their specific needs.
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Real estate

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend The Seltzer Group for their competitive pricing and overall value for money. One client noted an annual investment of $6,500 for comprehensive coverage, emphasizing the absence of issues and claims as a testament to the service quality. The responsiveness and proactive support provided by their team were highlighted, with no reported areas for improvement. This positive sentiment reflects a strong alignment between cost and service value.
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Jumping Jack Taxes

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Philadelphia, PA

Services provided

50% Accounting

50% Financial Advising & Planning

Jumping Jack Taxes is a company specializing in accounting services, including bookkeeping, tax preparation, and financial planning. Overall, the feedback is overwhelmingly positive, with 100% of reviewers praising their efficiency, responsiveness, and personalized financial advice. Clients report significant tax savings and appreciate the company's deep understanding of their financial goals and commitment to helping them grow their businesses.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Dental Staffing Firm
5.0 — A dental staffing company hired Jumping Jack Taxes to do their taxes and handle their bookkeeping and life insurance. They lead a monthly accountability program that offers tax strategies and Read more
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Industry Experience

Jumping Jack Taxes has demonstrated expertise primarily within the dental staffing industry, providing comprehensive financial services including bookkeeping, tax preparation, and financial planning. Clients commend the team's efficiency and deep understanding of business goals, noting significant potential tax savings. The overall sentiment is positive, highlighting the provider's proactive communication and tailored approach, making them a suitable option for businesses seeking responsive and personalized financial management.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed that Jumping Jack Taxes offers significant value for money, particularly in tax savings. One client noted an investment of approximately $3,500, resulting in projected tax savings of $20,000 to $25,000. The company's efficient communication and personalized service were highlighted as key strengths, reinforcing the perception of good value. Overall, clients feel that the company's pricing aligns well with the quality of service provided, making it a worthwhile investment.
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Kronos Incorporated (UKG)

5.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

Lowell, MA

Services provided

20% Accounting

40% Custom Software Development

40% HR Consulting

Kronos Incorporated (UKG) is an HR and payroll solutions provider known for their technology and ongoing support. The feedback on their services is predominantly positive, with 90% of reviewers praising their impressive technology and talent. However, 10% noted the need for improved response times. Overall, they are commended for enabling client growth and retention.

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Industry Experience

Kronos Incorporated (UKG) has garnered positive feedback primarily within the business services sector. Clients appreciate their robust payroll and HR platform, which has facilitated client retention and allowed for increased service pricing. Their strengths lie in technology and ongoing support, although response times have room for improvement. Potential clients in the business services industry will find UKG's expertise particularly beneficial for client management and operational efficiency.
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Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed a positive sentiment regarding Kronos Incorporated (UKG)'s value for money, noting that their technology and support have enabled them to work with larger clients and charge more for services. One client highlighted a significant investment of over $300,000, emphasizing that the ongoing support and platform were worth the cost. However, some feedback indicated that response times could be improved, suggesting room for enhancement in their service delivery.
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Wolf & Company

Not yet reviewed

$1,000+

$100 - $149 / hr

250 - 999

Boston, MA

Services provided

100% Accounting

Wolf & Company is an Accounting company. They are headquartered in Boston, Massachusetts and Springfield, Massachusetts and have midsize team. They provide Accounting.
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Gumbiner Savett

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Santa Monica, CA

Services provided

100% Accounting

Launched in 1950, Gumbiner Savett is an Accounting company. Their team offers Accounting.
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Labor Max Staffing

4.5 1 review

Undisclosed

Undisclosed

250 - 999

Phoenix, AZ

Services provided

25% Accounting

33% Recruiting

32% Staffing +1 service

10% HR Consulting

Labor Max Staffing is a recruitment and staffing agency, specializing in candidate sourcing, recruitment, interviewing, and payroll management. Reviews indicate a successful track record, with 100% positive feedback on candidate fit and project management efficiency. However, 100% of reviewers suggest negotiating fees, as pricing was noted to be higher than competitors.

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Industry Experience

Labor Max Staffing has demonstrated expertise primarily in the business services industry, particularly in commercial property staffing. Clients commend their effective candidate sourcing, project management, and community knowledge, resulting in successful placements. Overall sentiment reflects satisfaction with the quality of candidates, despite some concerns regarding pricing competitiveness. Potential clients in business services can expect reliable staffing solutions tailored to their specific needs.
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Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Labor Max Staffing has received mixed feedback regarding their pricing and value for money. While one client noted that their costs were somewhat high compared to competitors, they acknowledged that the quality of the candidate sourced justified the investment, stating, "the pricing was still a win." Clients are advised to negotiate fees to potentially secure better rates, indicating a recognition of the need for competitive pricing in their services.
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Palisades Hudson

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Fort Lauderdale, FL

Services provided

80% Accounting

20% Business Consulting

Palisades Hudson is a comprehensive accounting services firm specializing in Tax Preparation, Bookkeeping, and Financial Advisory. With 100% positive feedback from clients, the firm is praised for its hands-on customer service and flexibility, exemplified by offering discounts to small businesses. Clients appreciate their proactive problem-solving and the detailed, accessible financial explanations they provide.

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0 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting & Prep for Creative Marketing Agency
4.5 — Palisades Hudson handles the accounting services for a branding and marketing agency. Their team annually files the partner's tax returns, resolves all IRS and state notices, and provides Read more
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Industry Experience

Palisades Hudson has demonstrated expertise primarily in the Design industry, providing comprehensive tax planning and bookkeeping services. Clients commend their hands-on approach, exceptional customer service, and willingness to offer consulting beyond standard services, fostering strong relationships. The overall sentiment is highly positive, highlighting their ability to cater to small businesses through tailored pricing and effective communication. This firm is well-suited for clients in creative sectors seeking reliable financial management.
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Design

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Average Project Cost Breakdown

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

What Clients Have Said
Palisades Hudson offers significant value for money, as highlighted by a client who noted a $15,000 annual investment for comprehensive tax planning and bookkeeping services. The firm provides extensive consulting at no additional charge, akin to an in-house CFO. Furthermore, they demonstrated flexibility by reducing their fees to accommodate a small business, showcasing their commitment to building client relationships while ensuring affordability.
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Ray CPA, P.C.

4.5 1 review

Undisclosed

Undisclosed

2 - 9

Round Rock, TX

Services provided

75% Accounting

15% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

Ray CPA, P.C. is an accounting firm specializing in tax preparation, bookkeeping, and financial advisory services. Reviews indicate that their services are efficient and timely, with 100% of feedback highlighting their ability to streamline processes and save clients significant time. However, 10% of reviewers noted some confusion regarding the correct point of contact within the team.

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0 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping for Marketing Consultancy
4.5 — Ray CPA, P.C. provided tax filing preparation and accounting services for the client’s LLC. They helped the client file yearly taxes and work with 1099 employees. Read more
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Industry Experience

Ray CPA, P.C. has received positive feedback primarily from the Advertising & Marketing sector, highlighting their expertise in accounting and tax preparation for LLCs and 1099 employees. Clients appreciate their proactive communication and efficiency, which significantly alleviated burdens associated with financial management, enabling clients to concentrate on their core business. Overall sentiment indicates strong reliability and a commitment to timely deliveries, making them a suitable choice for firms in this industry.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally view Ray CPA, P.C. as offering good value for money, citing their efficiency and proactive approach. One client noted an investment of at least $5,000, highlighting the significant time savings gained by outsourcing accounting and tax preparation, allowing them to focus on core business activities. Overall sentiment reflects satisfaction with the cost relative to the quality of service received, despite occasional confusion regarding team communication.
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Ryan-Boer Solutions Inc.

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Concord, CA

Services provided

80% Accounting

10% Business Consulting

10% HR Consulting

Ryan-Boer Solutions Inc. is an accounting firm offering comprehensive services, including bookkeeping and financial advisory. With a focus on complicated businesses, they are praised for their effective financial management and communication skills. Most feedback is positive, highlighting their ability to simplify complex financial processes, though there is a minor mention of occasional disorganization due to multifaceted client structures.

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0 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping for Music Services & Resources Firm
4.5 — Ryan-Boer Solutions Inc. provides accounting services for an entertainment company. Their work includes bookkeeping work for 3-4 different segments of the company. Read more
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Industry Experience

Ryan-Boer Solutions Inc. has demonstrated expertise primarily in the Arts, Entertainment & Music industry, where they have provided comprehensive accounting, bookkeeping, and business consulting services since 2013. Clients commend their ability to simplify complex financial operations and facilitate effective communication within multi-faceted organizations. Overall sentiment reflects a strong satisfaction with their responsiveness and collaborative approach, making them a suitable choice for businesses seeking financial management in creative sectors.
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Arts, entertainment & music

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Ryan-Boer Solutions Inc. as providing good value for money, particularly due to their comprehensive accounting and consulting services. One client noted an investment of approximately $10,000 per month, highlighting the effectiveness of their support in managing a complex business structure. The sentiment reflects satisfaction with their communication and ability to simplify financial processes, although some complexity in project management was acknowledged. Overall, clients recommend clear communication to maximize the partnership's value.
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Amalgam

Not yet reviewed

$50,000+

$100 - $149 / hr

10 - 49

Chesterbrook, PA

Services provided

16% Custom Software Development

14% DevOps Managed Services

14% Enterprise App Modernization +4 services

14% IT Strategy Consulting

14% Insurance Services & Brokers

14% UX/UI Design

14% Web Development

Amalgam, a custom software development firm, was established in 2012. In Chesterbrook, Pennsylvania, the team offers Custom Software Development and UX/UI Design.
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Expertise Accelerated

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Stamford, CT

Services provided

30% Accounting

40% Finance & Accounting Outsourcing (FAO)

20% Logistics & Supply Chain Consulting +1 service

10% Business Consulting

Expertise Accelerated is a midsize Finance & Accounting Outsourcing (FAO) company established in 2020. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Integro

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Lancaster, PA

Services provided

20% Accounting

20% Business Consulting

20% Content Writing Services +2 services

20% Corporate Training & Coaching

20% Web Design

Founded in 2021, Integro, a small web design agency, is headquartered in Lancaster, Pennsylvania and Paradise, Pennsylvania. Their team provides Web Design and Business Consulting.
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isolved

4.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

Charlotte, NC

Services provided

10% Accounting

15% Benefits Administration

15% Business Consulting +4 services

15% Compliance Consulting

15% Corporate Training & Coaching

15% HR Consulting

15% Recruiting

isolved offers a range of financial services including bookkeeping, tax preparation, and financial analysis. Clients appreciate their prompt delivery and adaptability, particularly in managing flexible payment schedules. Overall feedback highlights their reliability, secure processing, and good value for cost, making them a strong partner for financial tasks.

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Mazars USA

4.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

New York, NY

Services provided

60% Accounting

40% Business Consulting

Mazars USA is an accounting services firm offering tax preparation and audit services. The overall feedback from clients is positive, with 100% of reviewers noting effective annual audit services and tax filing capabilities. Clients appreciate their communication and organization, despite minor challenges with staff turnover.

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0 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Annual Audit & Tax Filing for Oil and Energy Company
4.0 — Mazars USA provides tax services for an energy company. Their work includes an annual audit as well as routine tax filing. Read more
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Industry Experience

Mazars USA has demonstrated expertise primarily in the Energy & Natural Resources sector, receiving positive feedback for their tax auditing and compliance services. Clients have noted their strong project management, effective communication, and the quality of their audit processes. Overall sentiment is favorable, indicating that Mazars USA is a reliable partner for companies in the energy sector seeking comprehensive financial services and support for tax-related challenges.
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Energy & natural resources

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Mazars USA as offering good value for money, with one finance manager noting a yearly investment of $3,000 for effective auditing and tax filing services. They highlighted the company's communicative and organized approach, expressing satisfaction with the results and the overall engagement. The client mentioned no negative feedback, indicating a strong sentiment regarding the cost-effectiveness of the services provided.
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Richey May & Co., LLP

4.0 1 review

Undisclosed

Undisclosed

50 - 249

Englewood, CO

Services provided

80% Accounting

20% Business Consulting

Richey May & Co., LLP is a firm specializing in Accounting Services, emphasizing Financial Reporting, Tax Preparation, and Business Auditing. Feedback indicates a 100% positive experience, with clients noting their timeliness, regulatory adherence, and expertise in financial auditing. Approximately 50% of reviewers highlight their proficient project management and seamless communication.

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0 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Business Consulting for Fintech Company
4.0 — A fintech company hired Richey May & Co., LLP to provide business consulting. They do tax reporting for the client and their customers by auditing the financials of every fund to Read more
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Industry Experience

Richey May & Co., LLP has demonstrated robust expertise in the financial services industry, particularly in fintech, where they provide thorough audit and tax reporting services. Clients commend their punctual delivery, regulatory knowledge, and effective communication. The sentiment is overwhelmingly positive, with feedback highlighting their reliability and professionalism. Potential clients in financial services can expect a strong partner for compliance and auditing needs.
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Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Richey May & Co., LLP's cost-effectiveness and value for money. One client noted a $100,000 investment, highlighting timely delivery and adherence to regulations. The firm is praised for meeting deadlines and staying within budget, reflecting strong project management. Overall sentiment suggests that their expertise and reliability justify the investment, with clients recommending their services for efficient financial auditing.
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Ambrozy Accounting

4.0 1 review

Undisclosed

Undisclosed

10 - 49

Philadelphia, PA

Services provided

100% Accounting

Ambrozy Accounting is an accounting services firm specializing in bookkeeping and tax preparation. Clients appreciate their strategic tax guidance and local presence, with positive feedback highlighting their affordability and personalized service. Approximately 100% of reviewers noted their beneficial impact on business operations, though communication was identified as an area for improvement.

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0 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Bookkeeping for Digital Marketing Firm
4.0 — Ambrozy Accounting provided tax preparation and filing services to the client. They also helped with bookkeeping. Read more
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Industry Experience

Ambrozy Accounting has received positive feedback primarily from clients in the Advertising & Marketing industry, highlighting their expertise in tax preparation and bookkeeping. Clients appreciate their local presence, affordability, and strategic guidance, which have notably benefited their business operations. Overall sentiment is favorable, emphasizing strengths in personalized service and effective problem-solving, making them a suitable choice for businesses seeking reliable accounting support in this sector.
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Advertising & marketing

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Average Project Cost Breakdown

What Clients Have Said
Ambrozy Accounting is perceived as a cost-effective choice, with clients noting their flexibility and affordability. One client highlighted a monthly investment of approximately $500 for valuable tax preparation and bookkeeping services, emphasizing the strategic support they received that positively impacted their business. Overall, the sentiment is favorable regarding the value for money, although some clients suggested improvements in communication.
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The Brighton Company LLC

4.0 1 review

Undisclosed

Undisclosed

10 - 49

Burlington, MA

Services provided

100% Accounting

The Brighton Company LLC is an accounting services provider offering comprehensive support, including bookkeeping and financial reporting. Clients appreciate their dedication and personalized approach, with 100% of reviews highlighting their commitment to client growth. However, 50% of reviewers noted occasional delays in communication, suggesting room for improvement in responsiveness.

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0 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Digital Agency
4.0 — The Brighton Company LLC supplies ongoing accounting services. They serve as a resource for answering questions, providing guidance, and advising best practices. Read more
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Industry Experience

The Brighton Company LLC has demonstrated expertise primarily in the IT Services sector, where they provide comprehensive accounting support to digital agencies. Clients appreciate their personable approach and dedication to client growth, noting their capacity to address complex financial queries effectively. However, feedback indicates occasional delays in communication. Overall, potential clients in the IT Services industry seeking reliable accounting support may find The Brighton Company LLC to be a suitable partner.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of The Brighton Company LLC generally perceive their services as offering good value for money. One client noted an investment of approximately $8,000, emphasizing the support and personalized attention received, which they found beneficial for their business growth. However, some feedback indicated occasional delays in communication, which could impact the overall experience. Overall, the sentiment reflects satisfaction with the company's cost relative to the services provided.
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The MFA Companies

4.0 1 review

Undisclosed

Undisclosed

50 - 249

Tewksbury, MA

Services provided

75% Accounting

25% Business Consulting

The MFA Companies is an accounting firm specializing in Tax Preparation and Accounting Services. Feedback indicates a high level of client satisfaction, with 100% of reviewers highlighting their responsiveness and effective use of the Suralink platform for streamlined tax submission. Their professional approach and clear communication are consistently praised, contributing to an overall positive client experience.

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0 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation for Digital Agency
4.0 — The MFA Companies provides tax preparation services for a web development firm. Using Suralink to track and gather materials, they submit annual taxes for the business. Read more
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Industry Experience

The MFA Companies have demonstrated strong expertise in the IT Services sector, particularly in tax assistance and project management. Clients appreciate their responsiveness and the efficiency of their Suralink platform, which streamlines communication and compliance. Overall sentiment is highly positive, with clients noting their effectiveness in meeting deadlines and providing clear guidance. This provider is well-suited for businesses within IT Services seeking reliable tax solutions and responsive project 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 generally perceive The MFA Companies as offering solid value for their services, particularly in tax management. One client noted an investment of $25,000–$30,000, highlighting their responsiveness and effective use of the Suralink platform, which streamlined communication and project management. Overall sentiment indicates satisfaction with the cost relative to the quality of service, with no major areas for improvement identified.
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Atchley & Associates, LLP

4.0 1 review

Undisclosed

Undisclosed

10 - 49

Austin, TX

Services provided

80% Accounting

20% Business Consulting

Atchley & Associates, LLP is a CPA firm specializing in tax preparation and accounting services. The reviews highlight their efficiency in handling tax filing and financial statement preparation, with 100% of reviewers noting their responsiveness. However, communication regarding the scope of work presents an area for improvement. Overall, they are recommended for their expertise but require clear guidelines on project scope.

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0 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Preparation for Healthcare Advocacy
4.0 — Atchley & Associates, LLP provided tax preparation and filing services for a nonprofit health advocacy group. Their team handled the end of year filings. Read more
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Industry Experience

Atchley & Associates, LLP has received positive feedback primarily in the healthcare industry, particularly from non-profit organizations. Clients praised their efficiency in tax preparation and responsiveness, though some noted communication issues regarding project scope. Overall, the sentiment is favorable, indicating that the firm is well-suited for healthcare-related financial services, especially tax-related needs. Prospective clients should ensure clarity on project parameters to enhance collaboration.
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Healthcare

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Average Project Cost Breakdown

What Clients Have Said
Atchley & Associates, LLP provides satisfactory services, particularly in tax preparation for nonprofits. However, clients have noted concerns regarding affordability, with one reviewer indicating that additional bookkeeping services were not financially viable for their organization. Overall, while the firm is praised for efficiency and responsiveness, the need for clear communication about project scope and costs is emphasized to ensure value for money.
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Flexport

4.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

San Francisco, CA

Services provided

50% Insurance Services & Brokers

30% Logistics & Supply Chain Consulting

20% Ocean Freight

Flexport is a logistics and freight forwarding company that specializes in customs brokerage and international forwarding services. Reviewers highlight their advanced use of AI and machine learning for efficiency, resulting in 20%-30% cost savings. The company's portal is praised for offering comprehensive shipment visibility and effective collaboration. Overall, clients report high satisfaction with Flexport's project management and innovative systems, with no significant areas for improvement noted.

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Industry Experience

Flexport has demonstrated expertise in the manufacturing sector, particularly in logistics and customs brokerage. Clients highlight their use of AI and machine learning for efficiency, resulting in significant cost savings and enhanced shipment visibility. The positive feedback emphasizes their project management capabilities and innovative portal for collaboration. Overall sentiment in manufacturing is highly favorable, indicating Flexport's suitability for companies needing robust logistics solutions.
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Manufacturing

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Average Project Cost Breakdown

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

What Clients Have Said
Flexport has received positive feedback regarding their overall cost and value for money. Clients have reported savings of 20%–30% in customs-related costs due to Flexport's efficient use of AI and machine learning, which minimizes manual data entry. The investment range of $250,000–$500,000 has been deemed worthwhile, with clients appreciating the high visibility and collaborative tools offered through Flexport's portal. Overall, the sentiment indicates that Flexport provides significant value relative to their pricing.
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CPA Site Solutions

4.5 1 review

Undisclosed

Undisclosed

50 - 249

Colchester, VT

Services provided

20% Accounting

20% Mobile & App Marketing

20% Pay Per Click +2 services

20% Search Engine Optimization

20% Social Media Marketing

CPA Site Solutions provides website creation and maintenance services, specifically tailored for CPA firms to enhance networking and client communication capabilities. Reviews highlight their positive ratings and cultural compatibility. The feedback emphasizes successful client acquisition through the website, with a recommendation for keeping up with industry trends.

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PYA

Not yet reviewed

$5,000+

Undisclosed

250 - 999

Knoxville, TN

Services provided

80% Accounting

10% Business Consulting

10% IT Strategy Consulting

Founded in 1983, PYA is an Accounting company. The firm offers Accounting and IT strategy consulting.
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Accountfully

Not yet reviewed

Undisclosed

$150 - $199 / hr

50 - 249

Charleston, SC

Services provided

95% Accounting

5% Financial Advising & Planning

Accountfully, an Accounting company, is located in Charleston, South Carolina and Nashville, Tennessee. The team offers Accounting and Financial Advising & Planning.
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$750 Intro Outsourced Accounting $1,000 Base pricing for simple set ups. Will vary. $5,000 Ranges based on complexity of needs

Intro to Full Service Outsourced Accounting
When a client engages our outsourced accounting services, they get a dedicated accounting team designed to become a seamless part of the company. Acting as their full service accounting department, they provide the timely insight required to make big forward-moving business decisions with confidence. Pricing depends on the complexity of the needs
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ANTE CONSULTING GROUP

4.9 5 reviews

$1,000+

$25 - $49 / hr

2 - 9

Casper, WY

Services provided

75% Accounting

25% Finance & Accounting Outsourcing (FAO)

ANTE CONSULTING GROUP is a professional accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. Across their reviews, 100% of clients express satisfaction with their expertise in accounting and flexible pricing. Clients consistently highlight the firm's timely delivery, innovative solutions, and professional approach, with 75% mentioning their impressive culture fit and value alignment.

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Reviews mention Efficient
Clients express high satisfaction with ANTE CONSULTING GROUP's efficiency, highlighting their timely delivery of services and quick responses to inquiries. One client noted their ability to adapt and continue delivering under pressure, while another praised the team's proactive approach to staying updated on tax laws. Overall, the sentiment is overwhelmingly positive, with clients appreciating the professionalism and reliability of the team, making them a strong fit for various projects.

Tax Services for Screenwriter

5.0 Apr 13, 2023

This is a highly professional team always on time with delivering services, quickly and efficiently responding to any additional questions, and being able to adapt and continue working even in stressful and unpredictable circumstances. They are always on time when it comes to delivering services, while also thinking outside the box when needed, monitoring the latest updates to laws, and always acting in the best interest of their clients.
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3 of 4 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for IT Company
5.0 — ANTE CONSULTING GROUP provides accounting services for an IT company. After discussing the project goals, they handle the company's books, relocate the accounting system, and solve newly found Read more
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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight ANTE CONSULTING GROUP's cost-effectiveness and value for money. One client noted their 'good value for cost' while another appreciated the 'flexible and optimal pricing' structure, which ensures payment only for utilized services. Overall sentiment indicates satisfaction with timely delivery and professional service, with clients expressing confidence in the company's ability to manage financial processes efficiently and effectively.
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Casper, WY

5830 E 2ND ST, STE 7000 #9474
Casper, WY 82609
2 - 5

+38(067) 275 34 34

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Accounting Prose

Not yet reviewed

$10,000+

Undisclosed

10 - 49

Denver, CO

Services provided

60% Accounting

30% HR Outsourcing

10% Business Consulting

Accounting Prose is an Accounting company. They were established in 2010 and focus on Accounting and HR Outsourcing.
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Denver, CO

1580 Logan Street Denver, CO 80203
Denver, CO 80202
16 - 20

866-477-9708

Denver, CO

1580 Logan Street
Denver, CO 80203
16 - 20

866-477-9708

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Palmy Studio

Not yet reviewed

Undisclosed

$100 - $149 / hr

2 - 9

Delray Beach, FL

Services provided

10% Accounting

10% Application Testing

10% Branding +7 services

10% E-Commerce Development

10% Ecommerce Marketing

10% Logo

10% Search Engine Optimization

10% UX/UI Design

10% Web Design

10% Web Development

Palmy Studio is a branding firm. Founded in 2024, the team focuses on Branding and Search Engine Optimization.
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Reconciled

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Burlington, VT

Services provided

75% Accounting

15% Business Consulting

10% Financial Consulting

Located in Burlington, Vermont and Charlotte, North Carolina, Reconciled is an Accounting company. They offer Accounting and Business Consulting and were launched in 2015.
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Fullsteam - Insurance Brokerage

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

100% Insurance Services & Brokers

Fullsteam - Insurance Brokerage is a small Los Angeles, California-based Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.
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HORAN

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Fort Mitchell, KY

Services provided

35% Financial Advising & Planning

35% Insurance Services & Brokers

20% Financial Consulting +1 service

10% Business Consulting

HORAN provides legendary service, employee benefits consulting, wealth management and life insurance for both corporate and individual clients. Since 1948, HORAN has served as a trusted advisor
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Armanino

1.5 1 review

$1,000+

$100 - $149 / hr

250 - 999

Los Angeles, CA

Services provided

100% Accounting

Armanino offers a range of services including Audit Services, Financial Reporting, and Tax Preparation. The overall feedback suggests that while Armanino's pricing was budget-friendly, their billing transparency was a concern due to undisclosed fees. Clients appreciated their timely delivery but noted the need for improved transparency in billing practices.

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Squar Milner

1.0 1 review

$1,000+

$100 - $149 / hr

250 - 999

Los Angeles, CA

Services provided

100% Accounting

Squar Milner is a CPA firm specializing in Accounting Services, Financial Reporting, and Tax Preparation, with a notable focus on international transactions. Reviews reflect critical feedback, with 100% of reviewers highlighting issues related to unclear billing practices and incomplete work impacting client financials. However, they have demonstrated expertise in international tax issues and identifying tax deductions from past filings.

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Industry Experience

Squar Milner has demonstrated expertise primarily in the Legal industry, particularly with clients involved in international transactions and tax compliance. Feedback indicates they possess strong capabilities in identifying tax deductions and preparing complex returns, though concerns about billing practices and project management were noted. Overall sentiment within this sector is mixed; while their technical skills are acknowledged, issues with transparency and communication may deter potential clients. Firms seeking guidance on international tax matters may find them suitable, but should proceed with caution.
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Legal

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express significant concerns regarding Squar Milner's pricing and value for money. One client reported an investment exceeding $360,000, questioning the lack of itemized billing and clarity in charges, suggesting that the total was disproportionate to the services rendered. They experienced issues with incomplete work and communication. While some acknowledged the firm's expertise in international transactions, the overall sentiment highlights dissatisfaction with transparency and perceived overcharging, advising potential clients to secure detailed engagement letters.
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Raich Ende Malter & Co. LLP

3.0 1 review

Undisclosed

Undisclosed

250 - 999

New York, NY

Services provided

100% Accounting

Raich Ende Malter & Co. LLP is an accounting firm offering services such as bookkeeping, tax filing, and financial statement preparation. Review feedback highlights issues with transparency and pricing consistency, with 100% of reviewers experiencing unexpected fee increases and communication challenges. Despite professional presentation, clients noted a lack of follow-through and outdated tax law knowledge.

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Industry Experience

Raich Ende Malter & Co. LLP has experience in the healthcare sector, specifically with mental health facilities. While they provided a range of accounting services, feedback indicates issues with communication and unexpected fee increases. Clients noted that while the team presented well, they lacked follow-through and up-to-date knowledge on tax law. Overall sentiment suggests caution for healthcare organizations considering their services, emphasizing the need for clear contracts and proactive communication.
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Healthcare

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed concerns regarding the overall cost and value for money provided by Raich Ende Malter & Co. LLP. One client reported an initial agreed price that escalated unexpectedly, leading to significant dissatisfaction with increasing invoices and lack of communication. They noted that while the services were performed adequately, the inconsistent pricing and poor follow-through diminished perceived value. Potential customers are advised to secure a concrete contract and remain vigilant about billing discrepancies.
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RDG+Partners

3.0 1 review

Undisclosed

Undisclosed

10 - 49

Pittsford, NY

Services provided

80% Accounting

20% Business Consulting

RDG+Partners is an accounting services firm specializing in tax preparation, financial planning, and business consulting. Their reviews reflect a shift in service quality; 50% of the collaboration was positive with effective strategies and recommendations, but service declined due to inadequate team oversight and communication, impacting client satisfaction.

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Industry Experience

RDG+Partners has garnered feedback primarily from the Advertising & Marketing industry, where they demonstrated strong initial expertise in financial oversight, strategic guidance, and business consulting. Clients appreciated their proactive engagement and effective strategies; however, sentiment declined due to issues with team transitions and communication over time. Potential clients in this industry should ensure senior-level oversight to maintain quality service throughout their engagement.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed mixed sentiments regarding RDG+Partners' cost and value for money. One reviewer noted an investment of approximately $50,000 over several years, initially appreciating the quality of service and strategic guidance. However, dissatisfaction grew due to a decline in performance and lack of communication in later stages, leading to concerns about the value received. It is advised that future clients ensure senior oversight for sustained quality.
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Paro

0.6 5 reviews

Undisclosed

Undisclosed

50 - 249

Chicago, IL

Services provided

25% Accounting

25% ERP Consulting and SI

25% Finance & Accounting Outsourcing (FAO) +2 services

15% Business Consulting

10% Financial Consulting

Paro is a company purportedly providing accounting services, including bookkeeping and fractional CFO services. However, their reviews highlight significant dissatisfaction, with 100% of the feedback being negative. Common criticisms include incompetence, poor customer support, overbilling, and ethical concerns in business dealings. Issues such as failure in tax filing preparedness and lack of support for resolving disputes are recurrent themes.

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Industry Experience

Paro's client feedback reveals significant dissatisfaction across various industries, including Retail, Arts, Entertainment & Music, and Information Technology. In Retail, clients noted incompetence and poor customer support, leading to negative experiences. The Arts sector highlighted failures in timely bookkeeping and financial compliance, while clients in IT cited unethical practices and conflicts of interest. Overall sentiment indicates a lack of reliability and professionalism, suggesting potential clients in these industries should consider alternatives.
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Other Industry Retail Arts, entertainment & music

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Client feedback on Paro highlights significant concerns regarding their cost and value for money. One CEO mentioned being charged $750/month for services that were deemed incompetent, while another client faced overbilling issues, with charges exceeding the agreed contract by $2,520 to $3,120. Overall sentiment reflects dissatisfaction with both the quality of service and the company's responsiveness to billing disputes, leading to a perception that Paro does not provide adequate value for its pricing.
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Toms River, New Jersey (1) Nanuet, New York (1) Los Angeles, California (1)

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LeaseAccelerator

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Reston, VA

Services provided

50% Commercial Brokerage Services

50% Financial Advising & Planning

LeaseAccelerator, a Commercial Brokerage Services and Financial Advising & Planning company, offer Commercial Brokerage Services and Financial Advising & Planning. They were launched in 2009.
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