Top Financial Planning Firms

Ratings Updated: September 17, 2026

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Wealth Note

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Pune, India

Services provided

50% Financial Advising & Planning

50% Commercial Financing

Wealth Note is a small Pune, India-based Commercial Financing and Financial Advising & Planning company. The team offers Commercial Financing and Financial Advising & Planning.
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Rise Accounting

4.9 30 reviews

Verified

Undisclosed

Undisclosed

50 - 249

London, England

Services provided

25% Financial Advising & Planning

25% Accounting

25% Finance & Accounting Outsourcing (FAO) +1 service

25% Fractional CFO Services

Rise Accounting is a financial advising and planning firm offering comprehensive accounting and bookkeeping services. The reviews highlight their effectiveness in streamlining financial operations, with 100% of clients praising their timeliness and responsiveness. Clients appreciate their personalized approach and flexibility, which has been instrumental in optimizing resources and financial management. However, a more integrated service presentation is suggested to enhance their offerings.

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Reviews mention Flexible
The overall sentiment regarding flexibility in the reviews for Rise Accounting is highly positive. Clients commend their responsiveness and ability to adapt to specific project needs. For instance, one client noted their 'extremely flexible and constructive' approach to optimizing resources, while another highlighted their 'flexible and scalable services' that ensure timely updates on financial matters. Additionally, a client appreciated their dynamic adjustments to project requirements, indicating a strong commitment to client satisfaction.

Bookkeeping Services for Software Development Company

5.0 Aug 1, 2025

I’m impressed with how dynamic and flexible they are in adjusting to my project’s needs. I also find their expansion into other countries impressive, and I’ll definitely use it.
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Accounting & Financial Consulting for Restaurant

5.0 Aug 4, 2025

Advise on tax planning, growth and risks ahead of time. Flexible and scalable services focusing on details and making sure our books are up to date.
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Accounting Services for Preventative Healthcare Insights Co

5.0 Aug 6, 2025

We've had a great experience with Jump (now Rise) including with the R&D tax credits. They run our general ledger and payroll efficiently and are extremely flexible and constructive with ways to optimize resources and take advantage of any available benefits. They demonstrate responsiveness and flexibility, which are appreciated in the entrepreneurial sphere.
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Industry Experience

Rise Accounting has demonstrated strong expertise across various industries, including Human Resources, Consulting, Manufacturing, Healthcare, Information Technology, and Financial Services. Clients commend their responsiveness, timely deliverables, and the value for cost they provide. Particularly in sectors like Healthcare and Information Technology, they have been noted for their ability to handle complex accounting needs effectively. Overall, the feedback indicates a positive sentiment, highlighting Rise Accounting as a reliable partner for businesses seeking comprehensive accounting solutions.
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Human Resources Consulting Manufacturing Healthcare Information technology Restaurants Financial services Retail Software eCommerce Business services Food & Beverage Motion Pictures & Film Construction

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Average Project Cost Breakdown

Less than $10,000 (7) $10,000 to $49,000 (3)

What Clients Have Said
Clients consistently express satisfaction with Rise Accounting's pricing and value for money, often highlighting their competitive rates and quality of service. For instance, one client noted they chose Rise for their 'good value for cost,' while another appreciated the 'flexible and scalable services' that aligned with their budget. Overall, feedback indicates a strong sentiment of value, with many clients stating that the services provided exceeded their expectations, contributing to efficient operations and timely deliverables.
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England (21) Wales (1)

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Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post

5.0 5 reviews

$1,000+

$50 - $99 / hr

10 - 49

Toronto, Canada

Services provided

10% Financial Advising & Planning

40% Accounting

15% Commercial Financing +3 services

15% Funding & Investment

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post, is a financial advisory firm providing comprehensive financial management, accounting, and strategic planning services. Consistently praised for their expertise and proactive communication, 100% of reviewers reported successful project outcomes, highlighting their ability to deliver tailored solutions on time and as promised.

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Reviews mention Communicative
Clients consistently highlight Vistance Capital Advisory's strong communication skills. One client noted, "Great communication" with regular updates via email and organized team calls. Another emphasized the firm's commitment to understanding their business needs before making recommendations. Overall, the sentiment surrounding communication is highly positive, with clients appreciating timely responses and effective dialogue throughout their engagements.

Financial & Accounting Services for Haircare Tool Retailer

5.0 Aug 25, 2021

Great communication. We tend to have updates from the team via email and an organized team call when needed.
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Accounting Services for Automatoive Dealership Consolidator

5.0 Aug 9, 2021

Tip to tale, it was a great experience. Great communication, great execution.
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Industry Experience

Vistance Capital Advisory demonstrates significant expertise across various industries, including Consumer Products, Healthcare, Food & Beverages, and Automotive. Clients commend their comprehensive financial management, timely communication, and ability to tailor services to specific needs. In Consumer Products, they facilitated a successful $3 million funding round; in Healthcare, they improved financial reporting; in Food & Beverages, they provided valuable business insights; and in Automotive, they enhanced cash flow visibility. Overall, the sentiment reflects strong satisfaction and a positive impact across these sectors.
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Consumer Products Healthcare Food & Beverages Automotive

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Average Project Cost Breakdown

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

What Clients Have Said
Clients of Vistance Capital Advisory consistently highlight the company's fair pricing and value for money. One client noted their 'reasonable, understanding and actionable plan' which significantly reduced prior costs. Another emphasized the 'flexible and fair monthly billing structure' that aligned with their financial needs. Overall, the sentiment reflects satisfaction with the cost-effectiveness of services, particularly in achieving measurable outcomes such as improved financial management and operational efficiency.
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CLM Controller

5.0 7 reviews

$10,000+

$50 - $99 / hr

50 - 249

São Paulo, Brazil

Services provided

10% Financial Advising & Planning

15% Accounting

15% Finance & Accounting Outsourcing (FAO) +6 services

10% Back Office Outsourcing

10% Business Consulting

10% Corporate Law

10% HR Consulting

10% HR Outsourcing

10% Tax Law

CLM Controller is a firm specializing in accounting and tax consultancy services. The reviews highlight their exceptional service in organizing and maintaining clients' financial accounts, with 100% of feedback being positive. Clients appreciate their accessibility and the direct involvement of the owner partner, suggesting a strong focus on personalized service in their financial advisement offerings.

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Reviews mention Puts the customer first
Clients express a strong sentiment that CLM Controller prioritizes their needs and concerns. One client highlighted the exceptional responsiveness of the team, noting that they often received replies late at night or on weekends. The clear communication and understanding of client goals were praised, with one client stating that CLM understood their commitment to legal compliance and supported them effectively. Overall, feedback indicates a high level of satisfaction with CLM’s customer-first approach.

Account Services & Company Setup for IT Services Company

5.0 Mar 10, 2021

My main goals were to simplify the process as much as possible and to make sure everything is done in accordance with the law. CLM absolutely helped me achieve those goals. The response time of the team in CLM is exceptional, often responding late at night or on weekends to questions I have.
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Account Services & Company Setup for IT Services Company

5.0 Mar 10, 2021

What I found most impressive was how clearly the team communicates and how easily they understood what I was looking for. Their response time is superb, often answering my questions late at night or on the weekend.
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Account Services & Company Setup for IT Services Company

5.0 Mar 10, 2021

I found CLM understood this perfectly and it is very comforting to know that I can rely on them to achieve that goal while keeping my best interests in mind.
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1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting for Telecommunications Company
5.0 — CLM Controller provides accounting and tax consulting services for a telecommunications company. The team is responsible for the client's accounting and tax obligations. Read more
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Industry Experience

CLM Controller has garnered positive feedback across various industries, including Information Technology, Telecommunications, Consulting, IT Services, and Financial Services. Clients commend their expertise in accounting, tax consultancy, and compliance, highlighting their timely communication and thorough understanding of local laws. Particularly strong in supporting tech and financial firms, CLM is recognized for simplifying complex processes and enhancing operational efficiency. Overall, they are well-suited for companies seeking reliable financial management and regulatory compliance.
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Information technology Telecommunications Consulting IT Services Financial services

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Average Project Cost Breakdown

$50,000 to $199,999 (3)

What Clients Have Said
Clients consistently commend CLM Controller for their competitive pricing and excellent value for money. One CFO noted that their pricing fit within budget while providing great value, and another client appreciated the cost-effectiveness of outsourcing their accounting needs, minimizing the requirement for internal staff. Overall, the sentiment is positive, highlighting affordability and quality of service as key strengths, with clients expressing satisfaction with the financial insights and compliance support received.
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ViTWO (6 Livo Technologies Pvt Ltd)

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Kolkata, India

Services provided

50% Financial Advising & Planning

50% Accounting

ViTWO (6 Livo Technologies Pvt Ltd) is a company specializing in virtual accounting and financial services. Their reviews highlight a 100% positive feedback rate, emphasizing their professionalism, reliability, and systematic management of financial services. Clients particularly appreciate their structured approach and alignment with company values, making them a recommended choice for startups seeking dependable financial management.

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Industry Experience

ViTWO (6 Livo Technologies Pvt Ltd) has received positive feedback primarily from the manufacturing industry, specifically noted in the home decor sector. Clients commend their expertise in financial services, including bookkeeping and reconciliations, highlighting a structured and reliable approach that supports startups effectively. Overall sentiment reflects a high level of satisfaction with their professionalism, timely project delivery, and alignment with client values, making them a strong fit for businesses in need of comprehensive financial management solutions.
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Manufacturing

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Average Project Cost Breakdown

What Clients Have Said
Clients have praised ViTWO (6 Livo Technologies Pvt Ltd) for their competitive pricing and exceptional value for money. One client noted that ViTWO's services fit their budget while maintaining high quality, leading to systematic management of financial services. Overall, the sentiment reflects satisfaction with the cost-effectiveness and reliability of the company's offerings, with no areas for improvement identified.
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Brego Business

5.0 3 reviews

$1,000+

$50 - $99 / hr

50 - 249

Mumbai, India

Services provided

15% Financial Advising & Planning

15% Advertising

15% Content Marketing +4 services

15% Finance & Accounting Outsourcing (FAO)

15% Marketing Strategy

15% Social Media Marketing

10% Pay Per Click

Brego Business is a comprehensive digital marketing company that offers services including accounting, recruitment, and social media marketing. The company receives predominantly positive feedback, with 100% of reviewers highlighting their effective and professional project management and measurable outcomes such as improved sales and efficient accounting. Clients particularly appreciate their all-in-one service approach.

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Reviews mention High-quality work
Clients have consistently praised Brego Business for delivering high-quality work across various services, including accounting and digital marketing. One client noted the effectiveness of their bookkeeping and timely provision of financial reports, which facilitated better decision-making. Additionally, the digital marketing efforts resulted in significant monthly growth in outreach and inbound leads, underscoring the firm's ability to produce measurable outcomes. Overall, the sentiment reflects a strong approval of the company's professionalism and effectiveness.

Accounting Services & PPC & SEO Campaigns for Digital Agency

5.0 Aug 13, 2021

Measurable outcomes were already there as the team took over my accounting requirements. I was getting the balance sheet and P&L on time and accurately which helped me make better decisions. In terms of a digital marketing perspective, we were growing every month in terms of outreach and inbound leads coming to me buying directly from my website.
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Industry Experience

Brego Business has received positive feedback primarily in the Advertising & Marketing and Engineering industries. Clients appreciate their comprehensive digital marketing solutions, especially in social media management, which have led to successful outreach and measurable growth. Their seamless collaboration, cost-effective services, and commitment to timely deliverables are consistently highlighted as strengths. Overall, Brego is well-suited for projects requiring digital marketing expertise, making them a strong candidate for clients in these sectors.
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Advertising & marketing Engineering

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have consistently noted that Brego Business offers cost-effective solutions, with one client highlighting a billing structure that was 'very cost-friendly and effective,' costing Rs. 30,000 for bookkeeping and Rs. 75,000 to 1,00,000 for ads and SEO. Overall sentiment reflects satisfaction with the value received, as clients appreciated the comprehensive service offerings and measurable outcomes, reinforcing their perception of good value for money.
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leadforce.info

4.6 21 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

15% Financial Advising & Planning

45% Funding & Investment

35% Financial Consulting +1 service

5% Other Marketing

leadforce.info is a lead generation and investor outreach company that excels in connecting clients with investors and enhancing brand awareness. Reviews reveal a mixed reception, with approximately 67% highlighting their effective project management and successful investor connections, while 33% indicate underdelivery on promises. Many clients appreciate their detailed reports, proactive support, and timely delivery, with particular praise for their high ratings and cost-effective services.

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Reviews mention Transparent
The overall sentiment regarding transparency in Leadforce's engagement is highly positive. Clients appreciated the clear documentation provided through Google Docs, which detailed project progress and lead interactions. One client noted that the hands-on approach and consistent communication facilitated a smooth collaboration, emphasizing that transparency in processes was instrumental in achieving successful outcomes. The client also recommended regular check-ins to enhance communication further, though they acknowledged the existing transparency was sufficient for their needs.

LinkedIn Lead Generation for Electronics Manufacturing Co

5.0 Jan 24, 2023

Their team has created clear working documents on Google Docs so that everything is transparent and I can see the project’s progress. In these files, they’ve documented all the people they’ve reached and the ones who have responded, which has been very helpful. In addition to that, we have occasional meetings via Google Meet.
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Industry Experience

Leadforce.info has demonstrated expertise across various industries, particularly in Food & Beverage, where clients praised their capital-raising capabilities and tailored investor outreach. In the Supply Chain and Logistics sector, feedback highlighted underperformance in deliverables. Overall, sentiment in Food & Beverage and Business Services is positive, noting strong communication and project management, while critiques from the Supply Chain sector indicate a need for improvement. Potential clients in Food & Beverage and Business Services may find Leadforce.info to be a strong match.
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Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics eCommerce Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Consumer Products Healthcare Manufacturing IT Services Information technology

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Average Project Cost Breakdown

Less than $10,000 (15)

What Clients Have Said
Client feedback on Leadforce.info indicates a mixed perception of value for money. While several clients appreciated the competitive pricing and reported successful outcomes, such as raising capital and generating leads, others experienced significant underdelivery relative to promises. For example, one client advised against spending money due to unmet expectations, contrasting with another who noted that their fees were well-covered by the investments generated. Overall, sentiment varies, highlighting both commendable service quality and areas of concern regarding deliverables.
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United States (10) England (4) Sweden (1) Switzerland (1)

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TGG Accounting

5.0 1 review

$5,000+

Undisclosed

50 - 249

San Diego, CA

Services provided

20% Financial Advising & Planning

80% Accounting

TGG Accounting is a financial services company specializing in running accounting and finance departments for businesses. The reviews highlight their cost-effectiveness, flexibility, and exceptional service, with 100% positive feedback emphasizing their strategic advice, clear communication, and ability to simplify financial processes. Clients appreciate TGG Accounting's expertise and ease of collaboration, noting it enhances their financial management significantly.

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Industry Experience

TGG Accounting has demonstrated expertise primarily in the Legal Cannabis industry, where they provided comprehensive accounting support, strategic advice, and tailored financial reporting. Clients highlight their cost-effectiveness, swift project management, and clear communication, leading to improved budgeting processes and financial understanding. Overall, the sentiment towards TGG is highly positive, particularly in the cannabis sector, making them a strong candidate for clients seeking specialized financial services in this industry.
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Legal Cannabis

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have praised TGG Accounting for their cost-effectiveness, noting that they provide a higher level of expertise at a lower cost compared to in-house staff. One client specifically highlighted that TGG's services are 'far more cost-effective' and expressed willingness to retain them even at a higher price. Overall, the sentiment indicates strong value for money, reinforced by positive feedback on their efficiency and the quality of financial reports provided.
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Finance PM

5.0 6 reviews

$1,000+

$100 - $149 / hr

2 - 9

Paphos, Cyprus

Services provided

50% Financial Advising & Planning

50% Business Consulting

Finance PM is a financial advisory company specializing in financial management, due diligence, and CFO-on-demand services. Clients commend their professionalism, efficiency, and ability to quickly solve complex financial challenges. With 100% positive feedback, reviewers frequently highlight the team's expertise and reliability, with over 80% mentioning their impressive ability to deliver timely and comprehensive financial solutions.

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Reviews mention Knowledgeable
Clients consistently praise Finance PM for their extensive financial knowledge and expertise. One client noted the team’s deep understanding of the due diligence process, which facilitated a smooth audit experience. They highlighted the provision of practical recommendations beyond the final report, showcasing the team's commitment to thoroughness. Overall, the sentiment reflects high satisfaction with Finance PM's knowledgeable approach, contributing significantly to informed investment decisions.

Financial Due Diligence for Private Investment Company

5.0 Feb 22, 2021

It’s always a pleasure to work with a team that knows their stuff. The Finance PM team demonstrated a deep understanding of the industry and the due diligence process. Throughout the workflow, guys didn’t draw away from work, either the startup or us.
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Industry Experience

Finance PM has garnered positive feedback across various industries, including Financial Services, Government, IT Services, and Arts & Entertainment. Clients praised their professionalism, efficiency, and expertise in financial due diligence, strategic financial planning, and audit processes. In the Financial Services sector, they excelled in hiring and due diligence, while in Government, they established robust financial tools. Their adaptability in IT Services facilitated smooth relocations, and in Arts, they effectively prepared clients for investor negotiations. Overall, they are highly regarded for their impactful contributions and client support in diverse sectors.
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Financial services Government IT Services Arts, entertainment & music

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Average Project Cost Breakdown

Less than $10,000 (6)

What Clients Have Said
Finance PM is praised for providing excellent value for money, with clients noting their professionalism and efficiency in delivering results. One client highlighted that Finance PM solved a recruitment issue in just over a month, a process that had taken them six months. Others appreciated the clear reporting and actionable insights provided, emphasizing that the services rendered justified the investment. Overall, clients expressed high satisfaction with the company's pricing relative to the quality of service received.
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Ukraine (5) Cyprus (1)

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ArboHQ

5.0 2 reviews

$1,000+

$25 - $49 / hr

2 - 9

Atlanta, GA

Services provided

50% Financial Advising & Planning

50% Accounting

ArboHQ is a financial services company specializing in bookkeeping, financial planning, and accounting support for startups. Their reviews emphasize their exceptional customer service, timeliness, and tailored approach to client needs, with 100% positive feedback highlighting their expertise and personalized solutions. Clients appreciate their seamless integration into business processes and the clarity they bring to financial matters.

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Reviews mention Timely
Clients express a strong sentiment regarding ArboHQ's timeliness, highlighting their fast processing of requests and consistent responsiveness. One client noted, 'I can rely on their team’s timeliness and responsiveness,' emphasizing the smoothness they brought to accounting processes. Additionally, their project management was praised for keeping clients informed throughout the engagement. Overall, the feedback reflects high satisfaction with ArboHQ's promptness and reliability.

Accounting & Bookkeeping for Recruitment & Staffing Startup

5.0 Jan 19, 2022

ArboHQ is fast in processing my requests, which is important for me. Their work is also accurate and detail-oriented. They offer support when I'm lost with something, and I can rely on their team’s timeliness and responsiveness — they made my company’s accounting processes smoother.
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Industry Experience

ArboHQ has demonstrated expertise primarily in the Human Resources and Advertising & Marketing industries. Clients commend their detailed financial management, timely communication, and exceptional customer service. In Human Resources, their support has been crucial for startups navigating complex financial tasks, while in Advertising & Marketing, they have customized solutions that alleviate accounting burdens. Overall, ArboHQ is viewed positively, particularly among startups and businesses seeking personalized financial services.
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Human Resources Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise ArboHQ for their cost-effectiveness and the value they provide. One client noted a monthly fee of $199, describing their services as organized, straightforward, and tailored to their needs. Another client appreciated the standard monthly rates, emphasizing that they were not forced into a generic package. Overall, feedback indicates that ArboHQ offers excellent customer service and personalized support, making their services a smart investment for businesses seeking reliable accounting solutions.
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Genistar Limited

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

Caterham, England

Services provided

80% Financial Advising & Planning

10% Finance & Accounting Outsourcing (FAO)

10% Insurance Services & Brokers

Genistar Limited is a financial advising and planning company known for its strong values and excellent communication. Reviews highlight their effective financial review services, with 100% positive feedback on their culture and responsiveness. Clients commend their clear communication and the alignment of company values, making them a trusted partner in financial advisement.

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1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

Unknown avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Advising & Planning for AI Consultancy
5.0 — Genistar Limited provided financial advising and planning services for an AI consultancy. The team was tasked with reviewing the client's financial plan and conducting a financial review of their Read more
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Industry Experience

Genistar Limited has received positive feedback primarily from the Information Technology and Consulting industries. Clients in IT appreciated their tailored financial consulting and comprehensive employee benefits solutions, highlighting strengths in project management and responsiveness. In Consulting, feedback emphasized Genistar’s clear communication and cultural alignment. Overall sentiment indicates that Genistar excels in financial planning and protection strategies, making them a strong fit for companies seeking bespoke solutions in these sectors.
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Information technology Consulting

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What Clients Have Said
Clients consistently highlight Genistar Limited's value for money, noting that their pricing aligns well with budget expectations. One CEO emphasized the 'good value for cost' and praised their tailored approach to financial consulting. Another client appreciated their 'great culture fit' and 'clear communication,' which further justified the investment. Overall, the sentiment reflects satisfaction with the company's pricing relative to the quality and effectiveness of their services.
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Oak Business Consultant

5.0 14 reviews

Undisclosed

Undisclosed

10 - 49

Dubai, United Arab Emirates

Services provided

25% Financial Advising & Planning

20% Business Valuation Services

20% Financial Consulting +2 services

20% Funding & Investment

15% Accounting

Oak Business Consultant is a financial advising and planning firm specializing in pricing strategy and financial model development. With 100% positive feedback, clients praise the company for their professionalism, proactivity, and ability to deliver actionable financial insights. Reviewers frequently highlight their effective communication, responsiveness, and alignment with client values in delivering tailored financial solutions.

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Reviews mention Open to feedback
Clients expressed a highly positive sentiment regarding Oak Business Consultant's openness to feedback. One client noted their 'highly responsive' nature and ability to 'quickly implement changes or adjustments as needed.' Additionally, they appreciated the clear communication and professionalism throughout the project. The consultant's willingness to incorporate client feedback significantly contributed to the project's success, demonstrating their commitment to client satisfaction and adaptability.

Financial Consulting for Modern Art School

5.0 Apr 22, 2025

The project was well-managed from start to finish. They delivered all items on time and were highly responsive throughout the process. Communication was clear and consistent, and they were always open to feedback and quick to implement changes or adjustments as needed. Their professionalism and attention to detail made the entire experience smooth and efficient.
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2 of 2 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Advising & Planning for Talent Matching Company
5.0 — A talent matching company hired Oak Business Consultant to develop a pricing strategy and conduct a full pricing exercise. Read more
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Average Project Cost Breakdown

Less than $10,000 (3) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently report that Oak Business Consultant provides excellent value for money, with many highlighting their cost-effectiveness and alignment with budgetary needs. For instance, one client noted they chose Oak for their 'good value for cost' and 'high ratings', while another emphasized they received 'more than what I paid for'. Overall sentiment indicates satisfaction with the pricing structure relative to the quality of service delivered.
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More responsive than most other service providers

Oak Business Consultant 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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Greenback Expat Tax Services

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Services provided

50% Financial Advising & Planning

50% Accounting

Greenback Expat Tax Services is a specialized tax consultancy firm, focusing on U.S. expatriate tax filing and global mobility. All reviews highlight the firm's expertise in expat taxes, with 100% positive feedback noting successful international filings without IRS audits. Clients praise their timely delivery and comprehensive understanding of unique expat tax challenges.

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Industry Experience

Greenback Expat Tax Services has received positive feedback primarily from the Advertising & Marketing industry, where they have demonstrated expertise in international tax filing for U.S. expats. Clients commend their comprehensive knowledge of global tax regulations, resulting in successful filings without IRS audits. Their strengths include timely delivery, excellent communication, and a deep understanding of the unique challenges faced by expats. This makes them a suitable partner for clients in need of specialized tax services within the expat sector.
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What Clients Have Said
Clients have expressed satisfaction with Greenback Expat Tax Services, particularly noting their expertise in expat tax filing and the value provided for the cost. One client highlighted the company's high ratings and specialized knowledge, stating it led to successful international tax filing without issues. Overall, feedback indicates that clients feel they receive good value for their investment, with no reported complaints about costs or service delivery.
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Smith Mandel & Associates LLP

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Services provided

50% Financial Advising & Planning

50% Accounting

Smith Mandel & Associates LLP is an accounting firm specializing in tax-related services and audits. They have received overwhelmingly positive feedback, with clients highlighting their proactive approach and excellent project management skills. Notably, they facilitated a $30,000 recovery for a client, underscoring their effectiveness and reliability.

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Industry Experience

Smith Mandel & Associates LLP demonstrates strong expertise in the Hospitality & Leisure industry, evidenced by their proactive approach to tax-related services and successful audits. Clients appreciate their timely communication and ability to deliver significant financial recoveries. Overall sentiment is highly positive, indicating that they are a reliable partner for businesses in this sector. Potential clients in the hospitality industry can expect effective tax management and responsive service from this firm.
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Hospitality & leisure

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Average Project Cost Breakdown

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

What Clients Have Said
Clients of Smith Mandel & Associates LLP express strong satisfaction with the firm's cost-effectiveness and value for money. One client noted an investment of $200,000 to $1 million, resulting in a $30,000 return from an audit, highlighting the firm's impact on their financial outcomes. Overall sentiment reflects that the firm's proactive approach and timely service justify their pricing, with no significant areas for improvement identified by clients.
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Stratton Equities

5.0 1 review

$100,000+

Undisclosed

10 - 49

Montville, NJ

Services provided

50% Financial Advising & Planning

50% Commercial Financing

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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WorldWide Local Connect Inc.

5.0 6 reviews

$5,000+

$50 - $99 / hr

10 - 49

Maynard, MA

Services provided

25% Financial Advising & Planning

25% Accounting

25% Other Digital Marketing +2 services

15% Business Consulting

10% Financial Consulting

WorldWide Local Connect Inc. is a financial advising and planning firm that offers comprehensive services, including financial strategy development and accounting support. They have received positive feedback for their ability to model businesses and create effective pitch decks, with 100% of reviewers noting their timely project management and impact on successful acquisitions.

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1 of 1 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting & Financial Planning for Tech Company
5.0 — WorldWide Local Connect Inc. provides accounting and financial planning and consulting support for a tech company. They've created a financial strategy and a pitch deck to help the client get Read more
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Average Project Cost Breakdown

Less than $10,000 (4) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Overall, clients express high satisfaction with WorldWide Local Connect Inc.'s cost-effectiveness and value for money. One client noted a fair pricing structure, investing between $50,000 and $100,000, while achieving significant outcomes, including a successful acquisition. Another client highlighted a retainer-based model that offered valuable financial guidance, emphasizing the firm's integral role in their growth. Overall, clients appreciate the personalized service and timely deliverables, reinforcing the perception of strong value relative to the investment made.
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More responsive than most other service providers

WorldWide Local Connect Inc. 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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Maynard, Massachusetts (2) Burlington, Massachusetts (1) Gloucester, Massachusetts (1) Salem, Massachusetts (1) Westwood, Massachusetts (1)

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Abacus First Solutions

5.0 4 reviews

$1,000+

< $25 / hr

250 - 999

Services provided

20% Financial Advising & Planning

20% Accounting

20% Back Office Outsourcing +3 services

20% Finance & Accounting Outsourcing (FAO)

10% Business Consulting

10% Financial Consulting

Abacus First Solutions is an accounting and finance services company offering comprehensive solutions such as bookkeeping, payroll, tax services, and financial analysis. Their clients praise their ability to streamline processes, deliver timely and accurate reports, and offer substantial cost savings, with nearly 100% of reviewers highlighting their professionalism, punctuality, and effective communication. They are recognized for their consistency and cost-effectiveness, with no significant areas for improvement noted.

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Reviews mention Easy to work with
Clients consistently highlight Abacus First Solutions' ease of collaboration, noting their responsiveness and approachability. One client remarked on their 'very effective' workflow and timely communication, while another emphasized their cost-effectiveness and impressive service delivery. Overall, the sentiment reflects a strong appreciation for the company's ability to maintain a smooth and efficient working relationship, with no reported areas for improvement.

Bookkeeping & Accounting Services for Gourmet Burger Chain

5.0 Feb 17, 2022

They are very easy to work with and always respond in a timely manner. Very easy to work with and cost-effective.
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Accounting Services for IT Services Company

5.0 Feb 14, 2022

They are easy to approach and always timely in their replies. The workflow was very effective.
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Industry Experience

Abacus First Solutions has demonstrated strong expertise across various industries, including Food & Beverages, Utilities, Restaurants, and IT Services. Clients commend their accounting and bookkeeping services for accuracy, timeliness, and cost-effectiveness. In the Food & Beverages sector, they provided significant savings and operational support during challenging periods. Feedback from Utilities and IT Services highlighted their consistency and effective communication. Overall, Abacus First Solutions is well-suited for businesses seeking reliable financial management in these industries.
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Food & Beverages Utilities Restaurants IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Abacus First Solutions' cost-effectiveness and high value for money. One client noted that transitioning to their services resulted in significant savings, ranging from $1,000 to $50,000 per recommendation. Another remarked on receiving better service at a lower cost compared to their previous provider. Overall, feedback emphasizes their timely and accurate reporting, strong communication, and the ability to streamline processes, reinforcing their reputation as a valuable partner in accounting services.
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Los Angeles, California (2) Washington, District of Columbia (1) College Park, Maryland (1)

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Integra Group

5.0 2 reviews

$1,000+

$50 - $99 / hr

50 - 249

Hong Kong, Hong Kong

Services provided

25% Financial Advising & Planning

25% Accounting

25% Back Office Outsourcing +1 service

25% Finance & Accounting Outsourcing (FAO)

Integra Group is a consulting firm specializing in company registration and ongoing financial, tax, and secretarial services, particularly for foreign businesses entering the Chinese market. They received unanimous praise for their professionalism, efficient communication, and adherence to timelines. Clients highlighted their ability to navigate complex local regulations, with 100% of reviewers noting satisfaction with their project management and communication.

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Reviews mention Timely
Clients have expressed positive sentiments regarding Integra Group's timeliness in project execution. They consistently adhered to established service timelines and provided regular updates, ensuring transparency throughout the process. One client noted, 'Integra Group followed the service timelines set out from the beginning while providing frequent updates on the project's progress.' This commitment to timely communication and delivery has reinforced their reliability and professionalism.

Accounting Services for IP Consulting Services

5.0 Apr 25, 2022

Integra Group followed the service timelines set out from the beginning while providing frequent updates on the project's progress. They also kept us informed about all the decisions, documents, and requirements on our side.
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Industry Experience

Integra Group has demonstrated expertise in the Legal and Energy & Natural Resources industries, providing tailored services for company establishment, financial advisory, and ongoing accounting support. Clients commend their professionalism, effective communication, and ability to navigate complex regulations, particularly in China. Feedback highlights their impact in facilitating market entry and company structuring, with an emphasis on timely project management and cost-effective solutions. Overall, professionals in the Legal and Energy sectors may find Integra Group to be a valuable partner for their business needs.
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Legal Energy & natural resources

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Average Project Cost Breakdown

$10,000 to $49,000 (2)

What Clients Have Said
Integra Group is recognized for providing cost-effective services, with clients noting their professionalism and efficiency in managing projects. One client highlighted their services as 'cost-effective' and emphasized the clear communication throughout the process. Another client appreciated the adjustments made to the service proposal to meet budgetary needs. Overall, clients perceive strong value for money, particularly in the context of complex international business challenges.
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Imperial Advisory, CFOs

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Services provided

80% Financial Advising & Planning

10% Business Consulting

10% Financial Consulting

Imperial Advisory, CFOs is a corporate financial advising firm specializing in financial planning and advisory services. The reviews reveal 100% positive feedback, highlighting the firm's professionalism, extensive industry knowledge, and high-quality work delivered ahead of deadlines. All reviewers emphasize their impressive needs analysis and responsiveness.

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Reviews mention Experienced
Clients express high satisfaction with Imperial Advisory, CFOs, noting their outstanding reputation and decades of relevant experience. One CEO highlighted a seamless engagement process and impressive turnaround, receiving results in under 24 hours despite a tight deadline. The professionalism and value of the outcomes were emphasized, with no significant areas for improvement mentioned, reflecting an overall positive sentiment towards their expertise and responsiveness.

Financial Consultation for Marketing Agency

5.0 Dec 21, 2021

They came with decades of relevant experience to companies like ours.
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0 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Business Consulting for Executive Search Firm
4.5 — Imperial Advisory, CFOs provides business consulting support for an executive search firm. They're tasked with categorizing their expenses, developing a P&L model, and handling their forecasting Read more
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Industry Experience

Imperial Advisory, CFOs has demonstrated expertise in the Chemicals & Biotechnology and Advertising & Marketing industries. Clients have praised their professionalism, responsiveness, and ability to meet tight deadlines. The firm excels in financial modeling, expense categorization, and providing valuable insights, establishing a strong positive sentiment in both sectors. Their extensive industry knowledge and high-quality work make them a compelling choice for businesses seeking financial advisory services.
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Chemicals & Biotechnology Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Imperial Advisory, CFOs consistently highlight the company's exceptional value for money, noting timely delivery and high-quality work. One executive praised their responsiveness and professionalism, stating that all projects were completed ahead of schedule. Another client appreciated the flat retainment fee based on hourly rates, which provided clarity in billing. Overall, the sentiment is overwhelmingly positive, with no significant criticisms regarding pricing or value received.
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Melmac Solutions Limited

5.0 6 reviews

$25,000+

Undisclosed

2 - 9

Finchampstead, England

Services provided

30% Financial Advising & Planning

35% Blockchain

35% Cybersecurity

Melmac Solutions Limited is a company specializing in cybersecurity and financial advising and planning services. They are praised for their proactive approach and expertise in cybersecurity, achieving zero successful cyberattacks and enhancing financial planning. With 100% positive feedback, clients commend their communication, timely delivery, and integrated service approach, particularly in financial planning and cybersecurity.

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5 of 5 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Cybersecurity Services for Hardware & Software Company
5.0 — Melmac Solutions Limited conducted a cybersecurity assessment for a hardware and software company. The team designed a custom security framework and established secure network architecture, among Read more
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Industry Experience

Melmac Solutions Limited has demonstrated strong expertise in various industries including software, retail, financial services, healthcare, and IT services. Feedback highlights their robust cybersecurity measures, financial planning capabilities, and tailored solutions. Clients commend their proactive communication, timely delivery, and understanding of industry-specific challenges. Overall sentiment is positive, with clients emphasizing Melmac's impact on enhancing security and operational efficiency, making them a suitable partner for organizations seeking expertise in these sectors.
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Software Retail Financial services Healthcare IT Services

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Average Project Cost Breakdown

$50,000 to $199,999 (6)

What Clients Have Said
Clients consistently highlight Melmac Solutions Limited's competitive pricing and strong value for money. Feedback indicates that their pricing fits client budgets while delivering high-quality services. For instance, one CEO noted that Melmac offered 'good value for cost,' while another client emphasized the alignment of their pricing with project expectations, stating it 'fit our budget.' Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of the services provided.
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Canada (1) Finland (1) Hong Kong (1) India (1) Japan (1)

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BEAN COUNTER

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Palm Springs, CA

Services provided

50% Financial Advising & Planning

50% Accounting

BEAN COUNTER Bookkeeping LLC is a professional accounting and bookkeeping firm with expertise in California’s cannabis, inheritance, and federal tax laws. Their clients commend their cost-reducing strategies, timely management, and strong communication, with no negative feedback noted. Approximately 100% of reviewers highlight their fair pricing and commitment to client interests.

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Industry Experience

Bean Counter Bookkeeping LLC has demonstrated expertise primarily in the international trade and development sector, with notable strengths in accounting for the cannabis industry, inheritance, and federal tax laws. Clients commend their effective communication, commitment to cost reduction, and timely project management. Overall sentiment is positive, highlighting reliability and a client-centric approach, making them an ideal fit for businesses in need of specialized accounting services in these sectors.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express a high level of satisfaction with Bean Counter Bookkeeping LLC's pricing, describing it as fair and indicative of the value received. One client noted their ability to reduce costs while maintaining quality service, stating, 'They have our best interests at heart.' Additionally, the ongoing relationship since 2017 highlights a strong perceived value for money, further supported by their excellent project management and communication skills.
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Takeoff Advising

5.0 1 review

Undisclosed

$50 - $99 / hr

2 - 9

San Diego, CA

Services provided

40% Financial Advising & Planning

50% Graphic Design

10% Web Design

Takeoff Advising is a Financial Advising and Planning firm noted for its customized services that cater to corporate needs, particularly in financial consulting, planning, and bookkeeping. The company is praised for its efficient project management, timely delivery, and cost-effective solutions, with 100% of reviewers highlighting their impressive ability to reduce costs by outsourcing specialized tasks.

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1 of 1 Financial Advising & Planning reviews are 5 stars

$10,000 – $49,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Consulting Services for Real Estate Services Firm
5.0 — Takeoff Advising provides financial consulting services for a real estate services firm. The team is also tasked with financial planning, graphic design, and bookkeeping. Read more
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Industry Experience

Takeoff Advising has garnered positive feedback in the real estate sector, praised for its expertise in financial consulting, project management, and tailored services. Clients noted the company's effective communication and ability to deliver projects on time without extensive oversight. Their approach to outsourcing specialized tasks has proven beneficial in reducing operational costs. Overall, sentiment in the real estate industry is highly favorable, indicating that potential clients seeking financial advisory services may find a strong match with Takeoff Advising.
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Real estate

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed satisfaction with Takeoff Advising's pricing, often highlighting it as a primary reason for their selection. One review noted good value for cost, emphasizing that the tailored services helped save money on operational expenses. Overall, the sentiment around cost and value for money is positive, with clients appreciating the balance between affordability and quality of service.
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Celeste Business Advisors LLP

5.0 1 review

$1,000+

$25 - $49 / hr

2 - 9

Mumbai, India

Services provided

55% Financial Advising & Planning

15% Finance & Accounting Outsourcing (FAO)

10% Accounting +2 services

10% Business Consulting

10% Financial Consulting

Celeste Business Advisors is a Financial Advising and Planning firm that excels in developing financial strategies and supporting ongoing financial analysis. With 100% positive feedback, clients commend their timely delivery and comprehensive documentation, highlighting the firm's intelligence and welcoming attitude, particularly praising Divyesh's expertise and supportive nature in achieving significant financial milestones.

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1 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting Services for Education & Coaching Company
5.0 — Celeste Business Advisors devised a financial strategy for an education and coaching firm, which included the creation of supporting documents and the normalization of EBIDTA through reporting. Read more
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Industry Experience

Celeste Business Advisors LLP has received positive feedback primarily from the Advertising & Marketing sector, notably for their expertise in financial planning and analysis. Clients commend their thoroughness, ability to exceed expectations, and strong communication. The overall sentiment reflects a high level of satisfaction, highlighting their strengths in delivering measurable outcomes such as financial flight plans and profitability metrics. Organizations seeking financial strategy support, particularly within marketing, would find a strong match with Celeste Business Advisors.
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Advertising & marketing

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What Clients Have Said
Clients have praised Celeste Business Advisors LLP for delivering exceptional value relative to their cost. One CEO noted that the outcomes exceeded expectations, with comprehensive support provided beyond the initial request. They highlighted the alignment of company values and culture as key factors in their selection. Overall, feedback reflects a strong sentiment of satisfaction regarding the cost-effectiveness and quality of service received, reinforcing the firm's reputation for delivering significant value.
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CGO Finance sp. z o.o.

5.0 9 reviews

$1,000+

$50 - $99 / hr

10 - 49

Warszawa, Poland

Services provided

10% Financial Advising & Planning

80% Accounting

10% Tax Law

CGO Finance sp. z o.o. is a financial advising and planning firm specializing in accounting, VAT registration, and legal support. Clients consistently praise their professionalism, cost-effectiveness, and seamless communication, with 100% of reviewers highlighting their timely delivery and expert knowledge. Their integration with CGO Legal ensures comprehensive business support, making them a trusted partner for corporate financial planning needs.

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Reviews mention Professional
CGO Finance sp. z o.o. has received consistently positive feedback regarding their professionalism. Clients highlighted their timely service delivery and thorough understanding of the accounting needs specific to their industries. One client noted their 'professional approach to every case,' while another emphasized the team's reliability and dedication, stating that they made their lives easier by maintaining organized financial records. Overall, the sentiment reflects a strong endorsement of CGO Finance's professional capabilities.

Accounting Services for Software Development Company

5.0 Mar 31, 2023

They have a professional approach to every case.
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Accounting Services for Game Dev Company

5.0 Dec 21, 2022

All members of the team are very helpful and reliable. Their professionalism, expertise, and dedication to project success make them excellent partners.
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Industry Experience

CGO Finance sp. z o.o. has garnered positive feedback across various sectors, including Education, IT Services, Consulting, Construction, Business Services, and Gaming. Clients appreciate their expertise in accounting, VAT registration, and legal support, often citing prompt service delivery and strong communication. The overall sentiment is highly favorable, particularly for businesses seeking comprehensive financial management and consulting services in Poland and beyond.
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Education IT Services Consulting Construction Business services Gaming

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Average Project Cost Breakdown

$10,000 to $49,000 (2) Less than $10,000 (1) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients of CGO Finance sp. z o.o. consistently praise the company for its competitive pricing and strong value for money. Feedback highlights that their services are well-aligned with client budgets, with one client noting, "Pricing fits our budget" and another emphasizing "good value for cost." Overall sentiment reflects satisfaction with the cost-effectiveness of the services provided, demonstrating that clients feel they receive significant value relative to their investment.
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Poland (5) Hong Kong (1) United States (1)

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Livvity

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Al Batayih, United Arab Emirates

Services provided

40% Financial Advising & Planning

50% Corporate Training & Coaching

10% Business Consulting

Livvity is a team-building and organizational development company noted for organizing impactful events that enhance team cohesion and morale. Reviews highlight their excellent project management and understanding of client needs, with 100% positive feedback regarding their ability to foster a collaborative team environment. Clients are particularly impressed with Livvity's positivity and comprehensive approach, with no areas identified for improvement.

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Gondaliya CPA - AFFORDABLE Corporate Tax Expert

5.0 5 reviews

$1,000+

< $25 / hr

2 - 9

Services provided

50% Financial Advising & Planning

50% Accounting

Gondaliya CPA - AFFORDABLE Corporate Tax Expert is a financial advising firm specializing in corporate tax planning and financial advisement. They receive overwhelmingly positive feedback for their professionalism, expert CPA guidance, and affordability, with 100% of reviewers praising their communication and tax planning expertise. Their ability to deliver projects on time and provide personalized service distinguishes them in the field.

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1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Tax Preparation & Planning Services for Small Business
5.0 — Gondaliya CPA - AFFORDABLE Corporate Tax Expert provided tax preparation and planning services for a small business. The team handled everything with professionalism and was responsive to the Read more
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Industry Experience

Gondaliya CPA has demonstrated strong expertise in the business services sector, particularly in IT consulting and corporate tax management for small and medium enterprises. Clients commend their deep tax knowledge, professionalism, and effective communication. The firm's ability to streamline tax processes and provide valuable planning advice has garnered positive sentiment, marking them as a reliable choice for businesses seeking affordable and proficient accounting services.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently praise Gondaliya CPA for their affordable pricing and exceptional value for money. One CEO noted their 'fair pricing' and described them as 'one of the most AFFORDABLE and professional accounting firms' encountered. Their deep tax knowledge, timely project delivery, and excellent communication further enhance their perceived value, making them a preferred choice for business owners seeking cost-effective solutions.
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Muia Consulting

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Vaughan, Canada

Services provided

20% Financial Advising & Planning

50% Accounting

20% Financial Consulting +1 service

10% Business Consulting

Muia Consulting is a professional accounting and bookkeeping firm known for its efficiency and flexibility in managing financial systems. With clients praising their organized communication and collaborative approach, 100% of reviewers highlight their professionalism and friendly demeanor. Despite minor growing pains, Muia Consulting's commitment to client satisfaction is a common theme across reviews.

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Reviews mention Team players
Clients consistently highlight Muia Consulting as effective team players, integrating seamlessly into their organizations. One client noted their impressive ability to work as part of the team, stating they were onboarded onto internal Slack and operated as if they were part of the company. The firm is praised for being reputation-conscious and willing to go above and beyond to meet client needs, reflecting a collaborative spirit and commitment to problem-solving.

Accounting Services for Health & Wellness E-Commerce Store

5.0 Jan 25, 2022

They were onboarded onto our internal slack. They work as if they were really a part of our team. They are very reputation conscious and will go above and beyond to satisfy their clients.
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Industry Experience

Muia Consulting has demonstrated expertise in the Restaurants and Wellness & Fitness industries, receiving positive feedback for their professionalism, efficiency, and adaptability. Clients in the restaurant sector praised their organizational skills and flexibility in billing, while those in wellness noted effective cash flow management and process implementation. Overall, sentiment across both industries is highly favorable, indicating that Muia Consulting is well-equipped to support businesses seeking streamlined financial operations and dedicated service.
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Restaurants Wellness & Fitness

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Average Project Cost Breakdown

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

What Clients Have Said
Muia Consulting is noted for its affordable pricing and flexible billing structure, allowing clients to control their expenses. One client emphasized their services as 'very affordably priced,' while another highlighted their flexibility in payment. Overall, clients express satisfaction with the value received for their investment, citing efficiency and professionalism as key strengths. The sentiment reflects a strong perception of value for money, with clients appreciating both the cost and the quality of services provided.
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Fxtriangle

4.8 2 reviews

$5,000+

Undisclosed

2 - 9

Services provided

50% Financial Advising & Planning

15% Funding & Investment

15% Insurance Services & Brokers +2 services

10% Commercial Financing

10% IT Strategy Consulting

Fxtriangle is a software development company specializing in building trading software. Reviews reflect a positive experience with 100% satisfaction in service quality and project delivery. The company is noted for its quality support staff and effective coordination, though some feedback suggests areas for improvement in turnaround time.

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Industry Experience

Fxtriangle has demonstrated expertise primarily in the financial services industry, with clients praising their high-quality delivery and effective project management, particularly in developing trading software. Reviewers noted strong coordination and dedicated support staff as key strengths. While the pricing is perceived as high, the overall sentiment is positive, with feedback indicating that their services are suitable for clients in need of scalable solutions and thorough testing processes.
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Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Fxtriangle is perceived as a high-cost provider, with clients acknowledging that while their prices are steep, the quality of service delivered justifies the expense. One client noted the impressive quality in developing trading software and praised their effective support staff. However, there were mentions of slower turnaround times, indicating a need for improvement in workflow efficiency. Overall, the sentiment reflects a balance between high costs and satisfactory value for money.
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Ambit Tax & Accounting

4.8 3 reviews

$1,000+

< $25 / hr

10 - 49

Services provided

30% Financial Advising & Planning

70% Accounting

Ambit Tax & Accounting is a professional firm specializing in outsourced bookkeeping and tax services. With 100% positive feedback, clients consistently commend their responsiveness, flexibility, and ability to adapt to diverse software and client needs. They are praised for their accurate work, timely delivery, and strong project management skills, although a few clients suggest increasing senior staff and adapting to additional time zones.

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Reviews mention Hard working
Clients consistently praise Ambit Tax & Accounting for their hard work and dedication. One client remarked on their ability to hire highly skilled personnel, noting that the team 'always works hard and delivers on time.' Additionally, their project management skills were highlighted, with feedback indicating that tasks are consistently completed punctually. Overall, the sentiment reflects a strong appreciation for the team's commitment to quality and timeliness in their services.

Bookkeeping Services for Business Consulting Company

5.0 Nov 27, 2022

They’re good at hiring highly skilled people because I haven't had issues with any of their staff. Also, we like the fact that their team always works hard and delivers on time.
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Industry Experience

Ambit Tax & Accounting has received positive feedback across industries such as consulting and business services. Clients commend their bookkeeping and tax preparation expertise, highlighting their adaptability and responsiveness. The firm demonstrates strong project management and effective communication using various platforms. Overall sentiment is favorable, particularly for businesses seeking flexible, reliable accounting support. Potential clients in consulting and business services would likely find Ambit a suitable partner for their accounting needs.
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Consulting Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Ambit Tax & Accounting for their flexible and accommodating pricing structures, which align well with varying project needs. One client noted their monthly investment of $10,000, highlighting the value received in terms of accurate bookkeeping and timely project management. Another emphasized the firm's willingness to adapt to client processes despite initial learning curves, reinforcing a strong perception of value for money. Overall, sentiment regarding cost-effectiveness is positive, with clients appreciating the balance of quality service and affordability.
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BBNC

4.9 9 reviews

$1,000+

$25 - $49 / hr

10 - 49

Bengaluru, India

Services provided

10% Financial Advising & Planning

40% Accounting

20% Tax Law +3 services

10% Corporate Law

10% Intellectual Property Law

10% Labor & Employment Law

BBNC is a comprehensive accounting and compliance firm offering services such as tax registration, bookkeeping, legal consulting, and compliance management. Feedback from reviews indicates high satisfaction with their professional expertise, responsiveness, and cost transparency, with 100% of clients commending their timely and efficient service delivery. BBNC is consistently praised as a knowledgeable and reliable partner, providing seamless multi-service solutions under one roof.

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Reviews mention Great team
Clients consistently commend BBNC for their exceptional teamwork and responsiveness. One reviewer noted their 'timely response for each and every query,' highlighting the effectiveness of their communication skills. Another client expressed satisfaction with the initial presentation and the team's ability to address compliance challenges efficiently. Overall, the sentiment reflects a strong appreciation for the collaborative approach and dedication demonstrated by BBNC, indicating a reliable partnership.

Accounting & Compliance Services for Recruitment Firm

5.0 Jul 7, 2021

Their teamwork and timely response for each and every query we raised.
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Industry Experience

BBNC has demonstrated significant expertise across various industries, including Financial Services, IT Services, Human Resources, Real Estate, Construction, and others. Clients appreciate their responsiveness, transparency in billing, and deep knowledge of compliance and accounting processes. Overall sentiment indicates a strong satisfaction, particularly in Financial Services and IT, where timely and effective solutions were emphasized. Their ability to provide comprehensive, sector-specific services makes them a valuable partner for businesses seeking reliable accounting and compliance support.
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Financial services IT Services Human Resources Other Industry Real estate Construction

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Average Project Cost Breakdown

Less than $10,000 (5)

What Clients Have Said
BBNC is noted for its fair and transparent pricing structure, with clients appreciating the lack of hidden costs. One client highlighted the cost-effectiveness in comparison to hiring an in-house accountant, stating, 'the best part we decided to go with them is the cost.' Overall, feedback indicates that clients find their services reasonably priced and aligned with market rates, contributing to a positive perception of value for money.
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Sensiba LLP

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

San Ramon, CA

Services provided

10% Financial Advising & Planning

25% Accounting

20% Cybersecurity +4 services

15% Finance & Accounting Outsourcing (FAO)

10% Business Consulting

10% Compliance Consulting

10% Financial Consulting

Sensiba LLP is an auditing firm specializing in compliance and certification services, including SOC and ISO audits. The company consistently receives positive feedback for its professionalism, responsiveness, and thoroughness. Approximately 100% of reviewers highlight their timely project management and personal support, while many appreciate their expertise and alignment with client values.

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Reviews mention Great project management
Clients have consistently praised Sensiba LLP for their excellent project management, noting timely delivery and responsiveness to needs. One client highlighted their satisfaction with the professionalism displayed throughout the engagement, stating that the firm successfully facilitated ISO 27001 and SOC 2 audits. Overall, feedback indicates a strong sentiment towards Sensiba LLP's ability to manage projects effectively, with no areas identified for improvement.

Cybersecurity & IT Consulting for IT Auditing Company

5.0 Jul 9, 2025

Sensiba LLP's project management was excellent. They delivered on time and responded well to our needs.
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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 commend Sensiba LLP for their competitive pricing and strong value for money. Feedback highlights that their services fit within budget constraints while delivering high-quality results, such as successful SOC 2 and ISO 27001 audits. Notably, one client remarked on the 'great culture fit' and 'good value for cost,' while another emphasized their 'outstanding professionalism' and 'deep expertise.' Overall, the sentiment reflects satisfaction with both the cost-effectiveness and the quality of service provided.
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More responsive than most other service providers

Sensiba LLP 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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United States (6) Canada (1) Germany (1) South Korea (1)

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Swift Audit & Advisory

5.0 1 review

$5,000+

$200 - $300 / hr

10 - 49

Dubai, United Arab Emirates

Services provided

25% Financial Advising & Planning

60% Accounting

15% Financial Consulting

Swift Audit & Advisory is a professional firm specializing in accounting, audit, and consultancy services. Reviews indicate a high level of client satisfaction, with 100% of feedback being positive, highlighting effective project management, timely delivery, and quality service. Notably, 100% mention the firm's ability to enhance compliance and operational efficiency.

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Industry Experience

Swift Audit & Advisory has demonstrated significant expertise in the Education sector, particularly in accounting and audit services. Clients have reported a 100% compliance rate with financial regulations and improved operational efficiency, showcasing the firm's strengths in timely reporting and cost management. Overall sentiment within this industry highlights their reliability and high communication standards, making them a strong candidate for educational institutions seeking comprehensive financial consultancy.
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Education

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed satisfaction with Swift Audit & Advisory's pricing, noting it fits their budgets while providing good value for the cost. One CEO highlighted that the company's services led to a 20% reduction in operational expenses, emphasizing the effective cost-saving measures implemented. Overall, the sentiment reflects that clients perceive the company as delivering strong value relative to its pricing.
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Capital Recovery Corporation

4.5 1 review

Undisclosed

Undisclosed

50 - 249

Alpharetta, GA

Services provided

20% Financial Advising & Planning

20% Accounting

20% Call Center Services +2 services

20% Commercial Financing

20% Insurance Services & Brokers

Capital Recovery Corporation is a collections management company known for its efficient and responsive services. The reviews highlight their excellent project management and local presence, which fosters strong client relationships. Overall, 100% of the feedback is positive, emphasizing their knowledge, quick communication, and effective client portal, although a minor suggestion for further website improvement was noted.

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Industry Experience

The provider has demonstrated expertise in the financial services industry, particularly in collections management. Clients appreciate their responsiveness and knowledge, which enhances project management efficiency. The ongoing partnerships highlight their impact on improving collection rates, establishing a solid reputation. Overall sentiment in this sector is positive, suggesting strong suitability for businesses seeking effective recovery solutions.
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Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express satisfaction with the cost-effectiveness of Capital Recovery Corporation, noting a contingent fee structure that aligns with successful collections. One client highlighted an annual investment of $750,000 to $1 million, with a collections rate of 12%. The overall sentiment indicates that the company's responsiveness and expertise provide significant value for money, making them a reliable partner in collections management.
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PLAIN PLAN SRL

5.0 2 reviews

$1,000+

$25 - $49 / hr

2 - 9

Chișinău, Moldova

Services provided

10% Financial Advising & Planning

50% Accounting

20% Finance & Accounting Outsourcing (FAO) +3 services

10% Corporate Law

5% HR Consulting

5% HR Outsourcing

PLAIN PLAN SRL is a bookkeeping and accounting services firm specializing in sectors such as wholesale trade, management consultancy, and IT. With a team of legal, accounting, and HR consultants, they are praised for their professionalism and personalized service. All reviewers express satisfaction, highlighting efficient tax optimization and reliable support, with 100% positive feedback and no noted areas for improvement.

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Reviews mention Timely
Clients have consistently praised PLAIN PLAN SRL for their timely service delivery and adherence to deadlines. One CEO noted their 'prompt, accurate and professional service,' emphasizing their ability to provide frequent updates and maintain clear communication. The client expressed satisfaction with how well they handled tax matters and highlighted the company's commitment to meeting deadlines, stating, 'makes us very happy!' Overall, the sentiment regarding timeliness is overwhelmingly positive.

Accounting Services for IT Solutions

5.0 Jul 5, 2021

They provide a prompt, accurate and professional service. Our manager is easy to reach and provides frequent updates. They execute clear and high-quality work, and, most importantly, in compliance with all deadlines, makes us very happy! Competent consulting on reducing costs and optimizing taxes point out the high professionalism of the PLAIN PLAN employees.
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Industry Experience

PLAIN PLAN SRL has received positive feedback across various industries, notably Consulting and Design. In the Consulting sector, clients highlight their expertise in bookkeeping and management consultancy, praising the company for its high-quality services and individualized approach. In the Design industry, feedback emphasizes their professionalism in managing accounting needs, particularly for IT companies, ensuring compliance with evolving legislation. Overall, PLAIN PLAN demonstrates strong capabilities in bookkeeping, tax optimization, and legal support, making them a suitable partner for businesses in these sectors.
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Consulting Design

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Average Project Cost Breakdown

$10,000 to $49,000 (2)

What Clients Have Said
Clients of PLAIN PLAN SRL consistently express satisfaction with the company's pricing structure, favoring the fixed-rate model over hourly fees for its affordability and predictability. One client noted that this pricing approach allowed them to budget effectively. Overall sentiment indicates that clients perceive high value for money, with many highlighting the quality of service and expertise in bookkeeping and tax optimization as significant advantages, leading to cost savings for their businesses.
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Coast to Country Solutions

5.0 1 review

$1,000+

Undisclosed

2 - 9

Grandchester, Australia

Services provided

35% Financial Advising & Planning

55% Business Consulting

10% Financial Consulting

Coast to Country Solutions is a consulting firm specializing in Financial Advising and Planning services. Reviews highlight their expertise in financial benchmarking and business diagnostics, with 100% of clients noting significant improvements in profit margins and business value. Clients commend their exceptional project management and personalized approach, leading to high satisfaction and strong client referrals.

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1 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Business Performance Diagnostic for Digital Marketing Co
5.0 — A digital marketing company partners with Coast to Country Solutions to provide a financial benchmark and business performance diagnostic for their company. They help identify areas of improvement. Read more
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Industry Experience

Coast to Country Solutions has received positive feedback primarily from the IT Services industry, where they demonstrated expertise in financial benchmarking and business performance diagnostics. Clients praised their customized approach, timely project management, and strong communication skills. Emphasizing measurable outcomes, such as improved profit margins and operational efficiency, their impact is notable in enhancing business value and customer satisfaction. Their strengths are particularly aligned with businesses seeking tailored consulting solutions in digital marketing and performance improvement.
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IT Services

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently praise Coast to Country Solutions for their competitive pricing and high value for money. One review noted the company's pricing fit the client's budget and highlighted the good value received relative to costs. Additionally, the exceptional project management and timely delivery of results were frequently mentioned, reinforcing the perception that clients received significant returns on their investment. Overall, the sentiment reflects a strong satisfaction with the cost-effectiveness of their services.
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Tan Bizy Link

5.0 1 review

$1,000+

$50 - $99 / hr

2 - 9

Services provided

30% Financial Advising & Planning

30% Business Consulting

20% Commercial Financing +1 service

20% Funding & Investment

Tan Bizy Link is a tax consultation company recognized for its expertise in the tax industry. The overall feedback is overwhelmingly positive, with over 95% client satisfaction, highlighting their exceptional customer service and care. Clients appreciate the smooth workflow and comprehensive guidance on tax-related matters. However, there is a desire for a dedicated contact person during contracts.

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Industry Experience

Tan Bizy Link has demonstrated significant expertise in the consulting industry, particularly in tax consultation. Clients commend their extensive knowledge and effective communication, resulting in satisfactory outcomes and smooth workflows. The overall sentiment in this sector is highly positive, with particular praise for their customer service and client care. Potential clients in need of tax-related consulting services would likely find Tan Bizy Link to be a suitable provider.
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Consulting

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with Tan Bizy Link's services, noting their expertise and effective tax consultation. One client highlighted the excellent value for money, stating, "The result is awesome and we are all satisfied with the service." Overall sentiment leans positively, with feedback indicating that while clients appreciate the service, having a dedicated contact could enhance the experience further.
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Al Burhan Accounting and Taxation

5.0 2 reviews

$1,000+

$50 - $99 / hr

2 - 9

Dubai, United Arab Emirates

Services provided

20% Financial Advising & Planning

20% Accounting

20% Finance & Accounting Outsourcing (FAO) +3 services

20% Tax Law

15% Business Consulting

5% Banking Law

Al Burhan Accounting and Taxation is a professional firm specializing in accounting, bookkeeping, budgeting, and taxation services. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their professionalism and expertise. Clients commend Al Burhan for exceeding expectations, with one noting a 13% increase in targets achieved. Their dynamic involvement and comprehensive knowledge make them a trusted partner in financial management.

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Reviews mention Unique expertise
Clients consistently highlight Al Burhan Accounting's unique expertise in managing complex financial projects. One client noted their ability to provide accurate sponsorship targets and expense forecasts, which led to exceeding profitability expectations by 13%. Another reviewer emphasized the team's professionalism and expert knowledge, describing them as 'doctors for numbers.' Overall, the sentiment reflects high satisfaction with their specialized skills and effective communication, reinforcing their reputation as a reliable partner in accounting services.

Bookkeeping for Sports Marketing Company

5.0 Feb 1, 2023

I was skeptical to hire Al Burhan earlier due to their limited company size, but when I engaged with them, I realized Quality over Quantity still stands true any day. The Team is filled with experts, and they are really doctors for numbers.
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Industry Experience

Al Burhan Accounting and Taxation has demonstrated expertise primarily in the Sports and Advertising & Marketing industries. Clients praised their comprehensive financial management, timely communication, and effective bookkeeping, leading to measurable improvements such as exceeding revenue targets and cost savings. The firm's strengths lie in their professional approach and deep industry knowledge, making them a suitable partner for businesses seeking robust financial support in these sectors.
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Sports Advertising & marketing

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Pakistan (1) United Arab Emirates (1)

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$1,000 $2,000 $3,000

Statutory Audit
“Compliance is not a choice.” The statutory audit is a legally mandated review of the accuracy of the financial statements and filings of an organization. It is usually carried out by an authorized third-party. Non-compliance, if found, carries consequences. But you knew that already, didn’t you? What you might not know is that professional help
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Financial Advisor - Marcel Wasserman

4.5 1 review

$1,000+

$150 - $199 / hr

2 - 9

Pretoria, South Africa

Services provided

50% Financial Advising & Planning

30% Insurance Services & Brokers

15% Finance & Accounting Outsourcing (FAO) +1 service

5% Commercial Financing

Financial Advisor - Marcel Wasserman is a financial planning company offering investment advice and insurance portfolio management. Out of the reviews, 100% mention satisfaction with their professionalism and time-consciousness, while 50% suggest improvement in attentiveness to client needs. Their services are generally well-regarded, with consistent positive feedback on project management and personal attention.

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Industry Experience

Marcel Wasserman has demonstrated expertise primarily in the Food & Beverages industry, providing excellent financial planning and investment advice. Clients praised their personalized service and project management efficiency, although some expressed a need for improved responsiveness to changing financial situations. Overall sentiment within this industry is positive, indicating that potential clients in food consulting can expect attentive support and strategic guidance.
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Food & Beverages

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What Clients Have Said
Clients generally perceive Shepherd Consultants, led by Marcel Wasserman, as providing good value for money through their personalized and professional services. However, there are concerns regarding rising costs associated with insurance policies, which prompted some clients to seek alternatives. One client noted that while they were initially satisfied, the firm could improve by being more attuned to budgetary constraints and addressing client needs more promptly.
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MaxSource Private Limited

5.0 3 reviews

Undisclosed

< $25 / hr

10 - 49

Vadodara, India

Services provided

10% Financial Advising & Planning

15% Finance & Accounting Outsourcing (FAO)

10% Accounting +10 services

10% Back Office Outsourcing

10% IT Managed Services

10% PEO/Employee Leasing

5% Document Digitization & Management

5% Employer of Record (EOR) Services

5% Financial Consulting

5% Fractional CFO Services

5% HR Outsourcing

5% Other IT Consulting and SI

5% Staffing

MaxSource Private Limited is a versatile service provider specializing in web development, research, and eCommerce support. The company has received overwhelmingly positive feedback, with clients praising their accuracy, responsiveness, and ability to meet deadlines. Notably, 100% of reviewers highlighted their professionalism and seamless project management. No areas for improvement were identified, underscoring their exceptional service quality.

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Reviews mention Professional
Clients consistently highlight MaxSource Private Limited's professionalism, particularly noting Diga's responsiveness and accuracy in project execution. One client emphasized that the substantial project was managed with a 'no fuss' approach, meeting specifications effectively. Overall, the sentiment reflects a strong appreciation for the team's professional demeanor and reliability, with no suggested areas for improvement.

Website Development for Business Consulting Firm

5.0 Nov 28, 2022

Diga is always professional and responsive. This was a substantial job, but it was handled in their usual "no fuss" style.
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Industry Experience

MaxSource Private Limited has demonstrated expertise across the business services, consulting, and software industries. Clients commend their responsiveness, accuracy, and ability to meet tight deadlines, particularly in research, web development, and eCommerce support. Their strengths lie in handling large volumes of work efficiently, utilizing various technologies, and maintaining effective communication. Overall, feedback indicates a high level of client satisfaction, making them a strong contender for projects within these sectors.
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Consulting Business services Software

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Average Project Cost Breakdown

Less than $10,000 (2) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently praise MaxSource Private Limited for their exceptional value and cost-effectiveness. One client noted the company's ability to handle a substantial project with 'minimal errors and fast instruction,' while another highlighted their 'one day turnaround' and 'exceptional quality of work.' Overall, the sentiment reflects satisfaction with the firm's pricing relative to the quality of services provided, with no significant areas for improvement mentioned.
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SoftPak Financial Systems, Inc

5.0 8 reviews

$75,000+

$25 - $49 / hr

50 - 249

Wayland, MA

Services provided

50% Financial Advising & Planning

50% Custom Software Development

SoftPak Financial Systems, Inc is a Financial Advising and Planning company known for its strategic investment advisory and wealth management services. They received 100% positive feedback, with clients praising their ability to forecast trends and align financial solutions with strategic visions, ensuring projects are both under budget and ahead of schedule.

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1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

$10,000 – $49,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Advising & Planning for Hospitality Mgmt Company
5.0 — SoftPak Financial Systems, Inc created a multi-year financial plan for a hospitality management firm's resort renovation and hotel acquisition projects. They also outlined ROI projections and Read more
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Industry Experience

SoftPak Financial Systems, Inc. has garnered positive feedback across various industries, including Hospitality & Leisure, Financial Services, and Telecommunications. In Hospitality, they excelled in financial planning and project management, leading to increased bookings and brand prominence. In Financial Services, their custom compliance and risk management solutions improved risk assessment and operational efficiency. Within Telecommunications, their IT staff augmentation significantly enhanced product development and connectivity, fostering innovation. Overall, they are praised for their expertise, responsiveness, and ability to integrate seamlessly with client teams.
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Hospitality & leisure Financial services Telecommunications

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Average Project Cost Breakdown

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

What Clients Have Said
SoftPak Financial Systems, Inc is consistently praised for its competitive pricing and overall value for money. Clients highlight that the company's pricing aligns well with their budgets, offering good value for the services provided. For instance, one client noted that SoftPak's pricing fit their budget while delivering high-quality outcomes, such as improved financial planning accuracy and operational efficiency. Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance between cost and quality.
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United States (2) Australia (1) England (1)

This provider is fluent in 4 languages:

English

Arabic

Hindi

Spanish

This provider is available in 1 time zone:

Eastern Standard Time (EST)

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RMI LLP

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Calgary, Canada

Services provided

25% Financial Advising & Planning

50% Accounting

25% Business Consulting

RMI LLP is an accounting firm that offers tax services and consulting, particularly excelling in QuickBooks solutions. The firm has been praised for its timely and efficient management, with 100% of feedback highlighting their proactive issue resolution and effective communication. While minor transition issues were noted, clients regard RMI LLP as a reliable partner for accounting needs.

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Industry Experience

RMI LLP has demonstrated expertise primarily in the Healthcare industry, particularly assisting technology startups in managing accounting and tax services. Clients have noted their responsiveness, effective communication, and valuable consulting insights that enhance operational efficiency. Overall sentiment reflects a strong partnership and a high level of satisfaction, although there are suggestions for improving transition processes when team changes occur. Potential clients in the Healthcare sector can expect reliable support and strategic financial management.
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Healthcare

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed positive sentiments regarding RMI LLP's cost-effectiveness and value for money. One reviewer noted an investment of $20,000–$30,000 for ongoing services, highlighting the firm's timely tax management and effective consulting that improved their operational efficiency. Additionally, the reviewer emphasized the strong partnership and valuable recommendations provided by RMI, suggesting that they deliver significant value relative to their pricing, despite some minor communication issues during staff transitions.
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More responsive than most other service providers

RMI LLP 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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VantagePoint Benefit Administrators

5.0 1 review

$5,000+

$200 - $300 / hr

10 - 49

Lynbrook, NY

Services provided

10% Financial Advising & Planning

50% Insurance Services & Brokers

14% HR Outsourcing +2 services

13% HR Consulting

13% PEO/Employee Leasing

VantagePoint Benefit Administrators is an HR and benefits management company that provides comprehensive services such as payroll management, compliance training, and employee liability advice. According to reviews, 100% of feedback highlights their expertise, with particular emphasis on their leadership and process-oriented team. While highly praised, one suggestion for improvement involves enhancing real-time communication options.

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Industry Experience

VantagePoint Benefit Administrators has received positive feedback primarily from the software industry, where they excel in HR and benefits management, compliance, and employee training. Clients commend their holistic understanding of HR, organizational efficiency, and leadership quality, highlighting their expertise in handling complex HR landscapes. Overall sentiment is highly favorable, suggesting that companies within the software sector looking for comprehensive HR solutions would find VantagePoint a suitable partner.
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Software

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend VantagePoint Benefit Administrators for their exceptional value and expertise in HR management. One CEO noted a significant investment exceeding $100,000 since 2008, emphasizing the quality of advice and training received. The company's leadership is recognized as top-notch, with a strong understanding of employer-employee dynamics. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, as clients feel they receive superior service and insights for their investment.
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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 a financial services company specializing in complex real estate financing solutions, particularly for neighborhood improvement zones. Reviews highlight their exceptional project management, with 100% of clients noting their punctuality and responsiveness, even during holidays. Clients are impressed by their deep industry knowledge and commitment, with no negative feedback reported.

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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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Riverview Bank

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Harrisburg, PA

Services provided

80% Financial Advising & Planning

20% Commercial Financing

Riverview Bank is a small community bank specializing in financing solutions, as evidenced by their successful provision of a $2.5 million loan for property acquisition and rehabilitation. Reviews highlight their timely project management and transparent communication, with 100% positive feedback and no areas for improvement mentioned by clients.

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Industry Experience

Riverview Bank has demonstrated strong expertise in the IT Services sector, notably in financing projects such as office building acquisitions and rehabilitations. Feedback highlights their timely service, transparency, and effective communication throughout the funding process. Clients express high satisfaction, particularly during challenging circumstances like the COVID-19 pandemic. Overall sentiment in the IT Services industry is positive, positioning Riverview Bank as a reliable partner for similar projects.
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IT 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 Riverview Bank's cost and value for money, particularly highlighting their ability to provide substantial loans, such as a $2.5 million financing for an office building. Feedback indicates that the bank's services are timely, transparent, and tailored to client needs, particularly during challenging times like the COVID-19 pandemic. Clients appreciate the upfront and knowledgeable approach of the bank, which enhances their overall value perception.
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JTC Group

5.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

Services provided

25% Financial Advising & Planning

50% Business Consulting

25% Corporate Law

JTC Group is a corporate services provider specializing in facilitating business operations in Switzerland, offering services such as company setup, business structuring, and acting as company directors. Overall, the feedback is overwhelmingly positive, with clients praising their project management and advisory capabilities, noting them as fundamental to business success. The reviews highlight their excellent quality and trusted advisory role, with no negative feedback reported.

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Industry Experience

JTC Group has demonstrated expertise primarily in the financial services and fintech sectors, providing comprehensive corporate services including entity setup and management. Clients have praised their project management skills, timely communication, and ability to stay on budget. Overall sentiment is highly positive, with feedback highlighting their role as trusted advisors essential to business establishment and structuring. Potential clients in the financial services industry can expect strong support and strategic guidance from JTC Group.
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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 consistently praise JTC Group for their exceptional value and cost-effectiveness. One client highlighted spending approximately $105,000, noting that JTC's services were crucial for establishing their business and staying on budget. The project management was described as 'absolutely spot-on,' reinforcing the sentiment that the quality of service provided justifies the investment. Overall, feedback indicates that JTC Group delivers significant value for money, with clients expressing high satisfaction and no areas for improvement.
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Platinum Credit LTD.

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Services provided

100% Financial Advising & Planning

Platinum Credit LTD. is a financial planning provider known for its strong project management skills and effective communication. The company has garnered positive feedback for its work quality and responsiveness, with approximately 100% of reviewers praising these aspects. While clients appreciate their services, some suggest expanding their offerings to cover more financial needs.

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Industry Experience

Platinum Credit LTD. has demonstrated strong expertise in the Advertising & Marketing industry, where they serve as a primary financial planning provider. Clients have praised their effective communication, responsiveness, and project management capabilities, contributing positively to financial performance. Overall sentiment is favorable, indicating that companies within this sector may find a reliable partner in Platinum Credit for financial needs and planning.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend Platinum Credit LTD. for delivering excellent value for money, particularly highlighting the quality of their financial planning services. One CEO noted a modest investment of $1,000 led to significant improvements in their company's financial performance without incurring loans. Overall sentiment indicates a strong appreciation for their project management and communication, although clients suggest potential for expanded service offerings.
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Biel Investment Capital

5.0 1 review

$10,000+

$100 - $149 / hr

2 - 9

Services provided

30% Financial Advising & Planning

25% Commercial Financing

25% Funding & Investment +2 services

10% Business Consulting

10% Financial Consulting

Biel Investment Capital is an investment advisory firm offering services in financial advising, financial planning, and wealth management. Feedback indicates a high level of satisfaction, with 100% of reviewers noting their timely delivery and excellent responsiveness, emphasizing the firm's strong alignment with client values and cost-effective pricing.

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1 of 1 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Investment Advisory Services for Business Consulting Co
5.0 — Biel Investment Capital provides investment advisory services for a business consulting company. The team provides investment advisory, financial accounting, and merger and acquisition services. Read more
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Industry Experience

Biel Investment Capital has received positive feedback primarily in the Advertising & Marketing industry, where they provided valuable investment advisory, financial accounting, and merger and acquisition services. Clients praised their alignment with company values, budget-friendly pricing, and timely project management. Overall sentiment reflects strong expertise and a commitment to delivering measurable results, making them a suitable partner for businesses seeking financial consulting and investment services.
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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 positive sentiments regarding Biel Investment Capital's pricing and value for money. One review highlighted that the company's pricing fit the client's budget while providing good value for the cost, emphasizing alignment with the client's values and culture. Additionally, the client noted satisfaction with the services received, stating they felt they received value for their investment. Overall, the feedback suggests that Biel Investment Capital delivers competitive pricing along with quality service.
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Cypher

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Services provided

25% Financial Advising & Planning

50% Finance & Accounting Outsourcing (FAO)

25% Accounting

Cypher is a financial services company specializing in comprehensive bookkeeping and financial preparation. They are praised for their dynamic reporting and seamless integration with existing accounting processes. Feedback is overwhelmingly positive, with 100% of reviewers highlighting their timely deliverables and efficient communication, particularly through the use of modern communication tools like Slack.

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Industry Experience

Cypher has demonstrated strong expertise in the Arts, Entertainment & Music industry, particularly in financial management and bookkeeping for educational institutions. Clients appreciate their timely communication, effective use of technology, and tailored financial solutions. Overall sentiment is positive, highlighting Cypher's ability to enhance operational efficiency and provide reliable support. This makes them a suitable partner for organizations seeking robust financial management in the arts sector.
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Arts, entertainment & music

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Average Project Cost Breakdown

What Clients Have Said
Clients express satisfaction with Cypher's pricing relative to the value delivered, noting that their bookkeeping and reporting services significantly improved operational efficiency. One client highlighted that the financial reports were readily available for various stakeholders, underscoring the value for money. Overall, the sentiment reflects that Cypher provides high-quality service at a reasonable cost, with timely deliverables and responsive communication enhancing the perceived value.
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SALUS Capital | Strategy

4.8 3 reviews

$10,000+

$150 - $199 / hr

2 - 9

Services provided

10% Financial Advising & Planning

20% Business Valuation Services

15% Financial Consulting +5 services

15% Fractional CFO Services

10% Business Consulting

10% Commercial Financing

10% Funding & Investment

10% Market Research

SALUS Capital | Strategy is a Financial Advising and Planning firm specializing in strategic financial evaluation, investment advisory, and wealth management. With 100% positive feedback from reviewers, clients commend their detailed financial analysis, timely delivery, and exceptional project management. Their ability to understand complex needs and deliver clear, actionable insights makes them a trusted partner in financial advisement and corporate financial planning.

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Reviews mention Exceeds expectations
SALUS Capital | Strategy has consistently exceeded client expectations, as highlighted by a master franchisor's feedback. They demonstrated outstanding project management, delivering quality work on time and providing insightful responses to client needs. The meticulous attention to detail and the ability to grasp complex requirements were particularly praised. Their collaborative approach and superior results have solidified their reputation as a valuable partner, although there is potential for improvement in digital tools for project tracking.

Market Research for Retail Company

4.5 Nov 14, 2023

Their team's response to our needs was not only timely but also insightful, demonstrating a deep understanding of our objectives. The attention to detail and the seamless execution of their work were particularly impressive. Their proactive communication ensured that we were always informed and confident in the progress of our project. The uniqueness of this company lies in its fusion of expertise, customer care, and the consistent delivery of superior results that exceed expectations.
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1 of 2 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Business Valuation Services for Healthcare Company
5.0 — SALUS Capital | Strategy was hired by a healthcare company to conduct due diligence on a company they were looking to acquire. They conducted financial analysis, business valuation, and projections. Read more
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Industry Experience

SALUS Capital | Strategy demonstrates notable expertise across various industries, including healthcare, advertising & marketing, and information technology. In healthcare, they excelled in due diligence and financial evaluations, receiving praise for their transparency and thoroughness. In advertising & marketing, they provided valuable insights into franchise profitability and internal controls. Their work in IT was marked by efficient negotiation strategies and comprehensive valuations. Overall, clients appreciate their professionalism, attention to detail, and ability to deliver timely results, making them a strong contender for projects in these sectors.
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Healthcare Advertising & marketing Information technology

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Average Project Cost Breakdown

$10,000 to $49,000 (2) Less than $10,000 (1)

What Clients Have Said
Clients of SALUS Capital | Strategy consistently highlight the company's strong value for money and competitive pricing. One CEO noted their services were a 'good value for cost,' while a Master Franchisor emphasized that their pricing 'fit our budget' and provided 'good value.' Overall, the sentiment is overwhelmingly positive, with clients praising the quality and efficiency of the services provided, often leading to ongoing partnerships.
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APISCRAPY

5.0 3 reviews

$1,000+

< $25 / hr

50 - 249

New York, NY

Services provided

10% Financial Advising & Planning

30% BI & Big Data Consulting & SI

10% Commercial Brokerage Services +6 services

10% Commercial Development

10% Commercial Property Management

10% Direct Marketing

10% Media Planning & Buying

5% Fulfillment

5% Search Engine Optimization

APISCRAPY is a data scraping company that specializes in web, mobile app, and TV app data extraction, providing detailed analytical reports. Clients consistently praised their technical competency, proactive communication, and attention to detail, with 100% of reviews highlighting these aspects. While most feedback is positive, a suggestion for more frequent progress updates was noted.

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Reviews mention Timely
Clients have expressed a high level of satisfaction with APISCRAPY's timeliness in delivering projects. One reviewer noted that the data sets were 'accurate, comprehensive and delivered on time,' significantly enhancing their logistics operations. Additionally, effective project management and proactive communication were highlighted, although a suggestion was made for more frequent progress updates. Overall, the sentiment regarding timeliness is overwhelmingly positive, indicating reliability in meeting deadlines.

Data Scraping & Market Research for Logistics Company

5.0 Oct 10, 2023

The delivered data sets were accurate, comprehensive and delivered on time, resulting in a significant improvement in our logistics and supply chain operations. The measurable outcomes were notable and we were extremely satisfied with the outcome. Accuracy and timeliness of the data were impressive.
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Industry Experience

APISCRAPY has demonstrated significant expertise in the Logistics and Supply Chain industry, with clients praising their web and mobile data scraping capabilities. Feedback highlights their attention to detail, proactive communication, and ability to deliver accurate, comprehensive data. Overall sentiment is positive, reflecting strong project management and technical competency, making them a suitable provider for businesses in logistics and supply chain looking to enhance data-driven decision-making.
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Supply Chain, Logistics, and Transport Logistics & Supply Chain

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Average Project Cost Breakdown

$50,000 to $199,999 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients have consistently noted that APISCRAPY offers excellent value for money, with one reviewer highlighting their "excellent quality data" and "proactive communication" as significant advantages. The Chief Operating Officer of ArcBest emphasized their satisfaction with the comprehensive deliverables and timely execution, suggesting that the company exceeded expectations. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of services provided by APISCRAPY.
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