Top Accountants and Accounting Firms
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Featured
What are Featured Providers?
UndisclosedUndisclosed50 - 249New York, NYServices provided
See all 31 projects1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.
Undisclosed$200 - $300 / hr10 - 49New York, NYServices provided
See all 36 projectsGeorge Dimov, CPA is a comprehensive accounting firm offering services such as bookkeeping, tax preparation, financial reporting, and audit services. Clients consistently highlight their professionalism, timely delivery, and proactive solutions. With a 100% satisfaction rate in reviews, they are praised for their responsiveness, problem-solving capabilities, and ability to tailor financial strategies to client needs.
Undisclosed$100 - $149 / hr50 - 249Walnut, CAServices provided
See all 20 projectsindinero is a comprehensive accounting services firm offering bookkeeping, tax preparation, financial reporting, and fractional CFO services. Across diverse reviews, clients consistently highlight their exceptional communication, responsiveness, and ability to streamline financial processes. With over 90% positive feedback, indinero is praised for their attention to detail and proficiency in managing accounting tasks, allowing businesses to focus on core operations while maintaining financial clarity and compliance.
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UndisclosedUndisclosed2 - 9
Services provided
See all 1 projectsDigitech is a web development and SEO agency known for its proficiency in rebranding, website redesign, and effective SEO strategies. Clients commend their project management, communication skills, and expertise, with one review highlighting increased website traffic and leads. While feedback is predominantly positive, suggesting satisfaction across over 90% of engagements, there is a suggestion for more frequent progress meetings.
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$1,000+$100 - $149 / hr2 - 9Dubai, United Arab Emirates
Services provided
See all 1 projectsOttor Accounting & Bookkeeping CO. L.L.C is a firm specializing in Accounting Services, including Tax Preparation, Financial Reporting, and Financial Statement Preparation. Clients commend their punctuality and organization, with 100% of reviews noting satisfaction with their timely delivery and effective communication. The company successfully addresses complex accounting needs, such as VAT issue resolution and system migration, showcasing their expertise and value.
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Featured
What are Featured Providers?
$1,000+$200 - $300 / hr10 - 49Services provided
<p>Watter CPA is your trusted partner in accounting and advisory services. Located in Rockville, Maryland, we have been serving clients across various industries since 1988. Our firm, founded
Read more$1,000+$150 - $199 / hr10 - 49Ottawa, CanadaServices provided
See all 10 projectsZenbooks is an accounting services firm offering bookkeeping, tax preparation, financial advisory, and CFO services. Reviews indicate that 100% of clients appreciate their responsiveness and professionalism, with over 85% noting their strong project management skills. Clients highlight Zenbooks' reliability, friendliness, and expertise, although some suggest a need for improved task visibility and customized pricing.
UndisclosedUndisclosed2 - 9Hainesport, NJServices provided
See all 2 projectsWasserman Accounting CPA is a reputable accounting services firm offering comprehensive solutions such as bookkeeping, financial reporting, tax preparation, and financial advisory. The firm is praised for its reliable and organized project management, with 100% of reviewers highlighting their clear communication and adherence to deadlines. They are noted for consistently delivering accurate, timely financial statements and proactive tax planning.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
See all 2 projectsKBA Accounting and Bookkeeping Services LLC offers comprehensive accounting, bookkeeping, tax preparation, and VAT consultancy services. The reviews highlight their professionalism, accuracy, and strong customer service, particularly noting their expertise as FTA-certified tax agents. Clients appreciate their diligence, flexibility, and effective communication, making KBA a highly recommended partner for financial reporting and compliance.
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$1,000+$100 - $149 / hr10 - 49Glasgow, Scotland
Services provided
Consilium Chartered Accountants is an Accounting company headquartered in Glasgow, Scotland. Founded in 2013, the team offers Accounting.
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UndisclosedUndisclosed1,000 - 9,999
Services provided
Integra Global Solutions UK is a Finance & Accounting Outsourcing (FAO) and Accounting company. The Ruislip, England-based agency offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Frederick, MD
Services provided
See all 1 projectsHildebrand, Limparis & Associates, CPAs, PC is a distinguished accounting firm specializing in Tax Preparation, Financial Advisory, and Accounting Services. Their clients have expressed satisfaction with their deep expertise in tax-related matters and effective financial consulting, although some mention a desire for improved digital tools. Overall, their long-term partnerships reflect a positive reception of their services.
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$1,000+$25 - $49 / hr10 - 49Great Missenden, England
Services provided
CoCredo is an Accounting company. In Great Missenden, England, the team specializes in Accounting and Financial Advising & Planning.
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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Services provided
See all 3 projectsClarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.
UndisclosedUndisclosed10 - 49Services provided
See all 1 projectsAlexander Accountants, CPAs is a professional accounting services firm specializing in tax preparation, financial advisory, and business structuring for tax savings. The overall feedback from their reviews is highly positive, with 100% of reviewers praising their accurate deliverables, effective communication, and substantial tax savings, resulting in financial benefits like $15,000 in tax savings.
$1,000+Undisclosed10 - 49Londonderry, NHServices provided
See all 22 projectsAppletree Business Services is a comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.
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$10,000+$100 - $149 / hr10 - 49Dubai, United Arab Emirates
Services provided
See all 2 projectsSokrab UAE is a specialized accounting firm providing forensic accounting, forensic auditing, and digital forensic services. Reviewer feedback indicates a strong performance with 100% positive remarks highlighting their expertise in financial analysis and structured reporting. Their ability to deliver comprehensive forensic findings and improve internal controls is particularly noted. One area for potential improvement is more frequent progress updates.
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$1,000+< $25 / hr10 - 49
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See all 1 projectsNAC Solutions Partner is a development company specializing in backend and frontend development, notably for custom CRM applications. The feedback is overwhelmingly positive, with clients praising their high-quality candidates and adaptability to changing requirements. Although some timelines were missed, 100% of reviewers highlight their patience and responsiveness.
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$1,000+$50 - $99 / hr2 - 9Tallinn, Estonia
Services provided
See all 2 projectsWoBorders OÜ is a business consulting firm specializing in company registration and compliance support for international businesses. The company has consistently received positive feedback, with 100% of reviewers highlighting their successful project management, timely delivery, and expertise in legal and compliance matters. Clients particularly appreciate WoBorders OÜ's ability to simplify complex processes and provide tailored, practical solutions.
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$1,000+< $25 / hr10 - 49Dhaka, Bangladesh
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See all 3 projectsBrothers Translation Center Ltd. is a professional translation company renowned for its comprehensive range of translation services including accurate document translation, localization, and notarization. Client feedback is overwhelmingly positive, with 100% of reviews highlighting their attention to detail, confidentiality, and timely delivery, establishing them as a reliable partner for businesses seeking high-quality translation solutions.
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$1,000+$100 - $149 / hr10 - 49Atlanta, GA
Services provided
Fusion CPA is an Accounting company launched in 2011. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Irvine, CA
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See all 1 projectsThe 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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UndisclosedUndisclosedFreelancerDenver, CO
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See all 1 projectsTottax is an accounting services firm specializing in tax preparation, bookkeeping, and financial reporting. They are lauded for their thorough and well-explained services, with 100% of reviews highlighting quality work and timely delivery. Clients frequently mention significant financial improvements and effective communication, suggesting a reliable partnership for managing both personal and business taxes.
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Undisclosed$50 - $99 / hr2 - 9
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See all 1 projectsLedger Works provides comprehensive services in bookkeeping and accounting, helping clients like Brisbane Plumbing and Drainage streamline financial processes and eliminate backlogs. The reviews highlight their professionalism, positive energy, and value for cost, with no noted areas for improvement, making them a reliable partner for ongoing financial management tasks.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Rood & Associates, LLP is an Accounting company. The team is headquartered in Sacramento, California, and their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9Kelowna, Canada
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Founded in 2016, Creekside Accounting Ltd. Is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Mandaluyong, Philippines
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CloudCFO Inc. Is an Accounting company. The Mandaluyong, Philippines-based agency was founded in 2016. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr10 - 49Lewes, DE
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Launched in 2019, Host Docket is a small Accounting company. Their services include Accounting.
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$5,000+$150 - $199 / hr50 - 249
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Founded in 1982, PNATC - QuickBooks Consulting and Zoho Consultants is an Accounting company. The team offers Accounting and is located in New York, New York and Stamford, Connecticut.
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UndisclosedUndisclosed10 - 49Braddon, Australia
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Founded in 2009, Tailored Accounts is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Wilton Manors, FL
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RMS Accounting is an Accounting company. Located in Wilton Manors, Florida, the agency focuses on Accounting.
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UndisclosedUndisclosed10 - 49Pyrmont, Australia
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Bacchus Advisory is an Accounting company. They were established in 2004 and focus on Accounting.
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UndisclosedUndisclosed50 - 249Pittsburgh, PA
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Accounting company Wilke CPAs & Advisors, LLP is in Pittsburgh, Pennsylvania. Established in 1998, the team focuses on Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9
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Based in Kherli Nuh, India and Pune, India, Agarwal Gupta & Associates is an Accounting company. Launched in 2022, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49West Drayton, England
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Located in West Drayton, England, Passman Leonard is an Accounting company. They offer Accounting and were established in 2010.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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AgileCPA Professional Corporation is an Accounting company. The firm is in Toronto, Canada. Their team specializes in Accounting.
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Undisclosed$50 - $99 / hr10 - 49Vilnius, Lithuania
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1stopVAT is a small Accounting company. Established in 2020, the team focuses on Accounting.
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Undisclosed< $25 / hr2 - 9Karachi, Pakistan
Services provided
See all 1 projectsIfham Khan & Co. is a distinguished provider of accounting services, encompassing financial consultancy, tax advisory, and business auditing. With a strong track record of delivering timely and compliant financial reporting, they have earned positive feedback for their proactive and responsive approach, with 100% of reviewers highlighting their reliable financial advisory and compliance support.
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$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
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Green Hasson Janks, an Accounting company, was launched in 1953. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Camberwell, Australia
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Located in Camberwell, Australia and Camberwell, Australia, Alexander Spencer is a midsize Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249
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Fincent is a Fremont, California-based Accounting company. Launched in 2020, the team offers Accounting.
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$1,000+< $25 / hr250 - 999
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Outbooks Australia, an Accounting company, is based in Southport, Australia. They provide Accounting and were established in 2011.
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Undisclosed< $25 / hr10 - 49
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See all 1 projects25EAST is a business support company specializing in administrative services, such as CV screening, document formatting, and candidate database management. Reviews highlight their effectiveness, with clients reporting up to 4 hours saved per day. Feedback is overwhelmingly positive, emphasizing their responsiveness and commitment to achieving optimal outcomes for both clients and employees.
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UndisclosedUndisclosed2 - 9Shumen, Bulgaria
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Er Er Consulting is an Accounting company. They provide Accounting and were established in 2015.
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$1,000+$25 - $49 / hr10 - 49Irvine, CA
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Launched in 2009, Irvine Bookkeeping is an Accounting company. The agency focuses on Accounting.
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Undisclosed$25 - $49 / hrFreelancer
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See all 1 projectsClarity Accounts & Bookkeeping specializes in providing comprehensive accounting services, including bookkeeping, financial reporting, and financial analysis. According to client feedback, all responses were positive, highlighting Leigh's reliability, strategic insight, and the creation of custom tools. Most clients appreciate her ability to deliver on time and provide valuable financial dashboards, enhancing decision-making processes.
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UndisclosedUndisclosed50 - 249Kelso, Scotland
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Douglas Home & Co is an Accounting company. Launched in 1983, the team offers Accounting. The firm is headquartered in Kelso, Scotland and Edinburgh, Scotland.
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$25,000+$300+ / hr2 - 9New York, NY
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See all 2 projectsLiv Data LLC is a consulting firm that specializes in providing strategic financial analysis, outsourced CFO support, and AI consulting services, particularly in the finance and accounting sectors. The feedback is overwhelmingly positive, with 100% of reviewers highlighting their impressive problem-solving abilities and deep understanding of client needs, resulting in significant operational improvements and effective project management.
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$1,000+$25 - $49 / hr2 - 9
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See all 1 projectsRemote Office Solutions is an accounting services company specializing in bookkeeping, financial planning, and invoicing. The overall feedback is positive, with clients appreciating their timeliness and integrity. Approximately 90% of reviews commend their effective project management and responsiveness, although minor spelling errors were occasionally noted. Clients recommend clear communication to optimize service delivery.
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UndisclosedUndisclosed10 - 49Sharjah, United Arab Emirates
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Finanshels is an Accounting company. Founded in 2022, their team focuses on Accounting.
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$5,000+$100 - $149 / hr50 - 249San Diego, CA
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Midsize Accounting company Signature Analytics, is based in San Diego, California and Irvine, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Barnsley, England
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Bookkeepers Direct is a small Accounting company founded in 2011. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Utrecht, Netherlands
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Expatax B.V. - the Netherlands, an Accounting company, was established in 2001. The team specializes in Accounting and Tax Law and is based in Utrecht, Netherlands.
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$250,000+< $25 / hr250 - 999Miami, FL
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Founded in 1999, IBN Bookkeeping Services is an Accounting company. The firm specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is midsize.
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$1,000+Undisclosed10 - 49Ringwood, Australia
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Mizael Partners is an Accounting company. They are in Ringwood, Australia, and their services include Accounting.
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$1,000+$25 - $49 / hr10 - 49Sahibzada Ajit Singh Nagar, India
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MFhills is an Accounting company. They provide Accounting and are based in Sahibzada Ajit Singh Nagar, India.
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UndisclosedUndisclosed10 - 49
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Launched in 1994, Parm Advisory is an Accounting company. In London, England, the team offers Accounting.
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UndisclosedUndisclosed10 - 49
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AccNet Solutions is a London, England-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Mumbai, India
Services provided
See all 1 projectsInicious Solutions Pvt. Ltd. is a full-service digital agency specializing in web development, digital marketing, and branding. The company is highly praised for its strategic approach, proactive communication, and seamless integration of services, with 100% of reviewers noting their responsiveness and commitment to understanding client needs, resulting in significant digital growth and enhanced brand performance.
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List of the Best Accounting Companies
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
32.8/40.017.4/20 Reviews10/10 Clients & Experience5.4/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
31.3/40.016.2/20 Reviews10/10 Clients & Experience5.1/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
29.5/40.016.2/20 Reviews8.4/10 Clients & Experience4.9/10 Market PresenceService focus
35% Accounting65% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
29.5/40.016.2/20 Reviews8.3/10 Clients & Experience5/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9
Ability to deliver
29.4/40.016.4/20 Reviews9.3/10 Clients & Experience3.6/10 Market PresenceService focus
100% Accounting -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
30.5/40.016.2/20 Reviews10/10 Clients & Experience4.4/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
29.7/40.018/20 Reviews6.9/10 Clients & Experience4.7/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
28.7/40.016.2/20 Reviews7.7/10 Clients & Experience4.8/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
28.7/40.016.2/20 Reviews7.2/10 Clients & Experience5.3/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
28.6/40.016.6/20 Reviews6.6/10 Clients & Experience5.4/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
30.4/40.016.4/20 Reviews8.9/10 Clients & Experience5.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.7/40.016.2/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
28.7/40.016.2/20 Reviews8.4/10 Clients & Experience4.1/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
29.7/40.015.2/20 Reviews9.6/10 Clients & Experience4.9/10 Market PresenceService focus
70% Accounting30% Other -
$1,000+$150 - $199 / hr2 - 9Toronto, Canada
Ability to deliver
27.3/40.016.2/20 Reviews6.3/10 Clients & Experience4.8/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
29.3/40.017.8/20 Reviews6.6/10 Clients & Experience4.9/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$25 - $49 / hr50 - 249Houston, TX
Ability to deliver
27.2/40.016.4/20 Reviews6/10 Clients & Experience4.8/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
33.4/40.018.2/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
$1,000+$25 - $49 / hr10 - 49دبي, United Arab Emirates
Ability to deliver
26.9/40.015.2/20 Reviews7.7/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Wrocław, Poland
Ability to deliver
26.8/40.016.2/20 Reviews6.2/10 Clients & Experience4.4/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr2 - 9Clearwater, FL
Ability to deliver
26.7/40.016.2/20 Reviews6.2/10 Clients & Experience4.4/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
30.5/40.016.2/20 Reviews9.8/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed10 - 49Harrow, HA1 1PD, England
Ability to deliver
26.4/40.016.2/20 Reviews6/10 Clients & Experience4.2/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$50 - $99 / hr50 - 249London, England
Ability to deliver
25.8/40.016.2/20 Reviews4.9/10 Clients & Experience4.7/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed2 - 9Toronto, Canada
Ability to deliver
25.7/40.018.2/20 Reviews2.4/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting -
$10,000+< $25 / hr1,000 - 9,999Sugar Land, TX
Ability to deliver
25.4/40.017/20 Reviews3.7/10 Clients & Experience4.7/10 Market PresenceService focus
100% Accounting -
$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
25.4/40.016.2/20 Reviews4.2/10 Clients & Experience5/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
29.3/40.016.4/20 Reviews8/10 Clients & Experience5/10 Market PresenceService focus
50% Accounting50% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
33.3/40.017.8/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Woodbridge, VA
Ability to deliver
29.2/40.016.2/20 Reviews8.6/10 Clients & Experience4.3/10 Market PresenceService focus
70% Accounting30% Other
Latest Accounting Articles
See all articles
5 Tips for Small Businesses Filing Their Taxes
Tax season is right around the corner — partnerships, LLCs, and S-Corporations are expected to file by March 14, 2024, while C-Corporations have until...
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Top Accountants and Accounting Firms
An accounting firm manages and analyzes a business’s financial activities. Core responsibilities include bookkeeping, preparing financial statements, filing taxes, and advising on cash flow and compliance. Many firms also offer strategic insights such as budgeting, forecasting, and risk management to help leadership make informed decisions. In short, accountants translate numbers into actionable business intelligence.
Typical offerings include:
- Bookkeeping & general ledger maintenance
- Payroll processing and payroll tax filings
- Tax preparation, planning, and advisory
- Audit and assurance (internal or external)
- Financial reporting under GAAP or IFRS
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CFO or controller outsourcing
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Specialized niches—estate planning, fiduciary accounting, or ERP system implementation Firms often bundle these services into customizable packages, letting you scale support as your organization grows.
Pricing depends on location, complexity, and scope:
- Basic monthly bookkeeping: $500–$2,000
- Full-service accounting (bookkeeping + payroll + tax): $2,000–$10,000 per month
- Annual audit for SMBs: $10,000–$50,000
- Hourly consulting: $100–$300+
Rates rise for Big Four–level audits, multi-entity consolidations, or highly regulated industries. Always request detailed proposals outlining deliverables, hourly rates, and any one-time fees.
Start by defining your must-have services and budget. Then:
- Check Clutch reviews for verified client experiences.
- Evaluate industry expertise—manufacturing, SaaS, nonprofit, etc.
- Confirm certifications (CPA, ACCA) and regulatory compliance.
- Assess communication style and tech stack (cloud platforms, automation tools).
- Request sample reports to gauge clarity and depth.
Shortlist two or three firms and schedule discovery calls before making a final decision.
- Lack of transparency about pricing or engagement scope
- Guarantees of “huge tax refunds” without context
- No proof of professional liability insurance
- Outdated software or resistance to cloud-based tools
- Slow or unclear communication during the proposal stage
If any of these arise, keep looking.
- Which industries do you specialize in?
- Who will be my day-to-day contact, and what are their qualifications?
- How do you ensure data security and confidentiality?
- What software platforms do you use, and can you integrate with our systems?
- How do you measure success and report on KPIs?
- Can you provide references for similar engagements?
Well-prepared answers indicate a firm’s readiness to support your business.
Outsourcing gives you on-demand access to a multidisciplinary team such as tax specialists, auditors, and CFO-level advisors, often at a lower cost than maintaining full-time staff. You also gain independent oversight, reduced fraud risk, and scalable expertise as your company expands.
Bookkeepers focus on daily transaction recording and basic reconciliations. Certified Public Accountant (CPA) firms can perform audits, represent you before tax authorities, and provide higher-level advisory services. Growing businesses often start with bookkeeping, then engage a CPA firm for complex compliance and strategic guidance.