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 - 9Santa Ana, CA
Services provided
10 Tax Services is an Accounting company. Their team is located in Santa Ana, California. The company offers Accounting and Tax Law.
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UndisclosedUndisclosed10,000+Germantown, MD
Services provided
Team Base is a Commercial Financing company. Founded in 2023, their team specializes in Commercial Financing and Accounting.
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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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$1,000+$50 - $99 / hr2 - 9Northbridge, Australia
Services provided
Located in Northbridge, Australia, Auditax Accountants is an Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Charlotte, NC
Services provided
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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UndisclosedUndisclosed10 - 49Concord, MA
Services provided
SmartBooks Corp, an Accounting company, was launched in 2009. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is in Concord, Massachusetts.
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$1,000+Undisclosed2 - 9
Services provided
Prestige meridian park, an Accounting company, was launched in 2019. The team offers Accounting and Financial Advising & Planning.
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$1,000+$200 - $300 / hr2 - 9Hamilton, Canada
Services provided
NBG Chartered Professional Accountant Professional Corporation offers services in tax preparation and planning, with a focus on accuracy and timely delivery. Clients consistently praise their professionalism and strong work ethic, indicating high satisfaction with their bookkeeping and CPA services. The company's alignment with client values and positive reviews contribute to their strong reputation in the accounting sector.
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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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$1,000+$200 - $300 / hr2 - 9
Services provided
The Guardian CPA, an Accounting company, is in Santa Barbara, California. They specialize in Accounting and Business Consulting.
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$25,000+$25 - $49 / hr2 - 9Popești-Leordeni, Romania
Services provided
Small Accounting company Diegomat , is located in Popești-Leordeni, Romania. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Aurora, CO
Services provided
See all 1 projectsEL-ITE Consulting is a business solutions company specializing in staff augmentation and client training services. Reviews highlight their impressive expertise and familiarity with systems, with 100% positive feedback on their training capabilities. The team is praised for patience and effective communication, though there is a suggestion to expand their workforce.
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$1,000+$25 - $49 / hr2 - 9Altrincham, England
Services provided
See all 1 projectsParker Whitwood provides comprehensive accounting services, including tax preparation, payroll, and filing accounts with Companies House. Reviews highlight their prompt and efficient service, friendly and knowledgeable staff, and successful management of financial tasks without the need for follow-ups. Clients appreciate their reliability and excellent communication.
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UndisclosedUndisclosed2 - 9Fremont, CA
Services provided
Unified Accounting & Tax is an Accounting company. Their team is headquartered in Fremont, California and provides Accounting and Business Consulting.
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Undisclosed$100 - $149 / hr2 - 9Houston, TX
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Micek Accounting LLC is an Accounting company. They were established in 2023, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Amstelveen, Netherlands
Services provided
Ikajo, an Accounting company, was established in 2003. Based in Amstelveen, Netherlands and Des Voeux Road Central, Hong Kong, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Dhaka, Bangladesh
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Grant Thornton Bangladesh, an Accounting company, was established in 2017. In Dhaka, Bangladesh, the team specializes in Accounting and Business Consulting.
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$1,000+$50 - $99 / hr10 - 49Des Moines, IA
Services provided
Community CPA & Associates Inc. Is an Accounting company headquartered in Des Moines, Iowa and Coralville, Iowa. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Makati, Philippines
Services provided
Dayanan International Business Consultancy Inc. Is an Accounting company. Located in Makati, Philippines, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Avon, IN
Services provided
Donovan CPAs is an Accounting company. The team is in Avon, Indiana, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Chandler, AZ
Services provided
See all 1 projectsVensure Employer Services is a company specializing in payroll, benefits, and HR data management services. Based on the review provided, 100% of the feedback reflects significant dissatisfaction, citing consistent issues with payroll and benefit processing and a lack of responsive customer support. The review highlights recurring errors and ineffective communication, impacting the reviewer’s organization negatively.
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
See all 1 projectsRedwood Tax Service is a company engaged in providing Accounting Services, including Tax Preparation and Bookkeeping. However, based on the review provided, the feedback is overwhelmingly negative, with 100% of the reviewer expressing dissatisfaction due to delayed service, overcharging, and poor communication. The reviewer specifically highlights issues with incomplete tax filings over multiple years.
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UndisclosedUndisclosed50 - 249St. Cloud, MN
Services provided
See all 1 projectsSchlenner Wenner & Co. CPA's is a firm specializing in accounting services, including corporate and personal tax preparation. Based on the reviews, there is a significant concern regarding their reliability and adherence to professional standards, with 100% of the feedback expressing dissatisfaction, particularly around timely tax filing and customer trust.
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UndisclosedUndisclosed2 - 9Santa Fe, NM
Services provided
See all 1 projectsSwain & Grieco, LLC is an accounting firm offering Tax Preparation and Accounting Services. However, based on available reviews, the feedback is overwhelmingly negative, with 100% of reviewers highlighting poor communication and failure to deliver tax returns in a timely manner. Many emphasize the need for significant improvement in responsiveness and professionalism.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
See all 1 projectsS & S Tax Service is an accounting service provider specializing in tax preparation and financial reporting. However, the feedback is overwhelmingly negative, with 100% of reviewers expressing dissatisfaction due to poor communication and failed service delivery. Clients report severe financial repercussions and demand improvements across all areas, highlighting a critical need for better project management and customer service.
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UndisclosedUndisclosed10 - 49Orem, UT
Services provided
See all 1 projectsMazuma USA is a company that offers bookkeeping and tax preparation services. Based on a review, the company faces significant challenges in service delivery, with issues in bookkeeping accuracy, tax filing delays, and communication shortcomings. Despite an attractive pricing structure, 100% of the feedback indicates dissatisfaction, highlighting operational and customer service deficiencies.
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UndisclosedUndisclosed2 - 9Denver, CO
Services provided
See all 1 projectsThe Adams Group, LLC - Denver is a CPA firm specializing in accounting services, including tax filing and tax preparation. However, the overall feedback from clients is negative; 100% of reviewers mention issues with professionalism, responsiveness, and outdated practices, resulting in penalties and dissatisfaction with the service provided.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
See all 1 projectsJoseph Latif, CPA specializes in Accounting Services, including Tax Preparation and Financial Reporting. However, the reviews indicate significant dissatisfaction, citing unprofessionalism and incomplete tax filing, with one reviewer highlighting a negative experience with poor communication and unfinished work. Overall, the feedback is 100% negative regarding their services.
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UndisclosedUndisclosed2 - 9Garden City, NY
Services provided
See all 1 projectsMike Aversano CPA PC is an accounting services firm offering tax preparation and financial advisory services. However, feedback from reviews indicates a significant lack of communication and professionalism, with 100% of reviewers reporting negative experiences and unmet expectations. Clients describe the firm as unresponsive and unprofessional, cautioning potential clients against engaging with their services.
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$1,000+$50 - $99 / hr2 - 9Newtown, Australia
Services provided
Mackenzie Group - Bookkeeping Services is an Accounting company. Headquartered in Newtown, Australia, the agency offers Accounting and Business Consulting.
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$10,000+$300+ / hr2 - 9Stockport, England
Services provided
Certax Accounting (South Manchester), an Accounting company, was founded in 2023. The small team provides Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Awerix CPA Professional Corporation is an Accounting company. Their small team is based in Toronto, Canada and Mississauga, Canada. Their services include Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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Small Accounting company The Accountant LLC, is located in Dubai, United Arab Emirates. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed< $25 / hr10 - 49Kyiv, Ukraine
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Solvensy is a Kyiv, Ukraine-based Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting and were established in 2008.
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UndisclosedUndisclosed2 - 9London, England
Services provided
Launched in 1979, MJH Accountancy Limited is an Accounting company. The team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Albuquerque, NM
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Founded in 2009, Harshwal & Company LLP is a small Albuquerque, New Mexico-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Boston, MA
Services provided
Concierge Wealth Management is an Accounting company. Their small team is located in Boston, Massachusetts. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Blackburn, Australia
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TBT Accounting, a small Accounting company, is located in Blackburn, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Edmond, OK
Services provided
Based in Edmond, Oklahoma, Cocheran and Associates is an Accounting company. Founded in 2018, the team offers Accounting and Advertising.
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$1,000+$25 - $49 / hr10 - 49
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Alpha Pro Partners is an Accounting company. Their small team is headquartered in دبي, United Arab Emirates and London, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Diamond Bar, CA
Services provided
Harry C. Lin, CPA A Professional Corporation is an Accounting company. They provide Accounting and Business Consulting and are headquartered in Diamond Bar, California.
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$10,000+$50 - $99 / hr10 - 49
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Transcounts, an Accounting company, is based in Burnaby, Canada. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49North Palm Beach, FL
Services provided
The Revenue Place is a small North Palm Beach, Florida-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Mumbai, India
Services provided
A. P. Sanzgiri & Co. Is an Accounting company established in 1997. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Banja Luka, Bosnia and Herzegovina
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TARA is an Accounting company. They were launched in 1992 and provide Accounting and Financial Consulting.
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$1,000+$100 - $149 / hr10 - 49Dubai, United Arab Emirates
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Accounting and HR Consulting company Yomly was established in 2022. The small team offers Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Pune, India
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JATIN RATHOR & ASSOCIATES CHARTERED ACCOUNTANTS, an Accounting company, is located in Pune, India. They focus on Accounting and Commercial Financing and were established in 2013.
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$1,000+$25 - $49 / hr2 - 9Orlando, FL
Services provided
CPA Solutions is a small Accounting company. They offer Accounting and Business Consulting and were established in 1997.
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UndisclosedUndisclosed2 - 9Richmond Hill, Canada
Services provided
Stratking Accounting and Tax Professional Corporation is an Accounting company founded in 2015. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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New Era CPAs LLP is a small Accounting company. Established in 2013, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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See all 1 projectsJason Ding, CPA Inc. offers a range of accounting services including Tax Preparation and year-end corporate tax return preparation. Feedback highlights their exceptional responsiveness, professionalism, and knowledgeable staff, making them easy to work with and reliable in delivering as promised.
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Undisclosed$25 - $49 / hr2 - 9
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PIMA Bookkeeping, LLC is an Accounting company. Their small team of employees is based in Chennai, India. Their team specializes in Accounting.
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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.