# Top Financial Planning Firms Recommended Financial Advising & Planning companies include Wealth Note, Rise Accounting, Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post, CLM Controller, ViTWO (6 Livo Technologies Pvt Ltd), Brego Business, leadforce.info, TGG Accounting, Finance PM, ArboHQ. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Financial Planning Firms Ratings Updated: Sep 17, 2026 ### [Wealth Note](https://clutch.co/profile/wealth-note) - 10 - 49 employees - Pune, India #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Financial Advising & Planning #### Company description Wealth Note is a small Pune, India-based Commercial Financing and Financial Advising & Planning company. The team offers Commercial Financing and Financial Advising & Planning. [Visit Website](https://www.wealthnote.in/) --- ### [Rise Accounting](https://clutch.co/profile/rise-accounting) #### 4.9 out of 5 star rating (30 reviews) - 50 - 249 employees - London, England #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Finance & Accounting Outsourcing (FAO) - 25% Financial Advising & Planning - 25% Fractional CFO Services #### Company description 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. [Visit Website](https://riseaccounting.co.uk?utm_source=clutch.co&utm_medium=referral) #### Timely The feedback regarding the timeliness of Rise Accounting's services is overwhelmingly positive. Clients consistently highlight their punctuality and responsiveness, noting that all tasks are delivered on time. For instance, one client remarked on their 'strictly timely' performance, while another emphasized their 'timely and accurate accounting for all business activities.' Overall, the sentiment reflects a strong appreciation for the company's commitment to meeting deadlines and maintaining effective communication. - Accounting for Fashion Marketplace (5.0/5, Aug 1, 2025): Everything has been perfect. Both our companies are well aligned in terms of expectation and delivery. Did they deliver items on time? [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394896) - Bookkeeping Services for Software Development Company (5.0/5, Aug 1, 2025): Rise Accounting is always on time with all work pieces. They have great project management and have never been late. We have monthly deadlines. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394912) - Accounting Services for Studio Rental Company (5.0/5, Aug 1, 2025): Describe their project management. Did they deliver items on time? How did they respond to your needs?Everything has been completed within the deadlines and on time.  [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394939) - Accounting Services for Software Company (5.0/5, Aug 1, 2025): They’re always on time and very communicative. The team is very clear and helpful and always available to chat. We communicate via email, Zoom calls, and phone calls. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394965) - Accounting Services for IT Company (5.0/5, Aug 3, 2025): They provided daily support for the accounting activities of the business and proactively managed all reporting with well-timed messaging and virtual meetings to ensure that information was complete, organized, and accurate - well in advance of deadlines. They also provided the necessary experience to address non-routine items and the reporting that was unique to our business. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395215) #### 5 reviews mention Financial Advising & Planning Accounting Services for Construction Company 5.0/5 — Rise Accounting provides accounting services for a construction company. Their work includes monthly bookkeeping, VAT returns, payroll, year-end accounts, confirmation statements, and consulting. - 5 of 5 Financial Advising & Planning reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394854) #### Experience in 14 industries 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. [Read All Reviews](https://clutch.co/profile/rise-accounting?verified=true#reviews) ##### Human Resources Experience Rise Accounting demonstrates strong expertise in the Human Resources sector, particularly in payroll and bookkeeping services, as evidenced by a client's positive feedback on timely deliverables and professional communication. Their ability to provide comprehensive and scalable solutions contributes to client satisfaction. The company's responsiveness and value for cost make it a compelling choice for businesses seeking reliable HR consultancy and financial management support. - 1 review for human resources industry - Unknown avg. project cost - Accounting for HR Consulting Company (4.5/5, Aug 7, 2025): Rise Accounting provides accounting services for an HR consulting company. The team is responsible for handling the client's monthly bookkeeping, payroll, annual accounts, and VAT returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/396429) ##### Consulting Experience Rise Accounting has garnered positive feedback in the consulting industry, particularly for their expertise in accounting services. Clients commend their responsiveness, timely project delivery, and competitive pricing. The firm effectively addresses diverse needs, from company incorporation to full accounting management, demonstrating a strong commitment to accuracy and efficiency. Overall, their organizational skills and impactful results make them a suitable partner for consulting firms seeking reliable accounting solutions. - 2 reviews for consulting industry - 2 reviews are 5 stars - Unknown avg. project cost - Accounting Services for Nuclear Fusion Company (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a nuclear fusion company. The team handles the client's full accounting needs every month. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394936) - Accounting Services for Engineering Consulting Company (5.0/5, Aug 6, 2025): Rise Accounting provides accounting services for an engineering consulting company. The team handles company incorporation, VAT registration, payroll, and overall accounting tasks. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/396010) ##### Manufacturing Experience Rise Accounting has received positive feedback from clients in the Manufacturing industry, particularly noted by a Procurement Specialist at Moley Services UK Ltd. They excel in providing comprehensive accounting services, including bookkeeping and payroll, with a focus on responsiveness and punctuality. Clients appreciate their ability to deliver solutions quickly and effectively, indicating they can meet the specific needs of manufacturing businesses. Overall, Rise Accounting is positioned as a reliable partner for companies seeking efficient financial management. - 1 review for manufacturing industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Robotic Kitchen Company (5.0/5, Aug 6, 2025): Rise Accounting provides accounting services for a robotic kitchen company. The team handles bookkeeping, payroll, and VAT returns, and also offers accounting guidance. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395914) ##### Healthcare Experience Rise Accounting has demonstrated expertise in the Healthcare sector, as evidenced by their work with clients like MultiplAI Health and Slimmr Ltd. Client feedback emphasizes their responsiveness, flexibility, and ability to efficiently manage accounting operations, statutory reporting, and tax matters. The overall sentiment reflects a strong partnership, with clients appreciating the quality of service and timely deliverables. Their alignment with client values and the capability to optimize resources positions Rise Accounting as a suitable choice for businesses in the Healthcare industry. - 2 reviews for healthcare industry - 2 reviews are 5 stars - Less than $10,000 avg. project cost - Accounting & Tax Mgmt for Weight Loss Solutions Co (5.0/5, Aug 5, 2025): Rise Accounting provides accounting services for a weight loss solutions company. The team handles statutory accounts, management accounts, and tax advice. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395638) - Accounting Services for Preventative Healthcare Insights Co (5.0/5, Aug 6, 2025): Rise Accounting provides accounting services for a preventive healthcare insights firm. They manage payroll, taxes, operational accounting, and monthly and annual holding-level accounting and reporting. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395862) ##### Information technology Experience Rise Accounting has received positive feedback from clients in the Information Technology sector, highlighting their expertise in accounting and regulatory reporting. Clients commend their efficient project management, timely communication, and ability to reduce errors in bookkeeping processes. Notably, they have become integral to their clients' operations, demonstrating a strong commitment to success and a professional approach. Overall, potential clients in the IT industry may find Rise Accounting to be a strong fit for their accounting needs. - 7 reviews for information technology industry - 6 reviews are 5 stars - Less than $10,000 avg. project cost - Accounting for Cloud Computing Company (5.0/5, Aug 1, 2025): Rise Accounting provided accounting services for a cloud computing company. The team was responsible for managing the client's bookkeeping and tax returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394968) - Accounting Services for AI Productivity Platform (4.5/5, Aug 2, 2025): Rise Accounting provides accounting services for an AI productivity platform. The team manages the client's monthly and annual accounts, payroll, expenses reconciliation, VAT returns, and corporation tax. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395124) - Accounting Services for IT Company (5.0/5, Aug 3, 2025): Rise Accounting provides accounting services for an IT company. The team handles regulatory reporting and supports the client's accounting activities. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395215) - Accounting for AI Platform (5.0/5, Aug 4, 2025): Rise Accounting provides accounting services for an AI platform. The team has handled all the client's accounting needs, including bookkeeping and financial reporting. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395337) - Accounting & Bookkeeping Services for AI Learning Tools Co (5.0/5, Aug 4, 2025): Rise Accounting provides ongoing accounting services for an AI learning tools company. The team is responsible for preparing the client's monthly and yearly accounts and filing their returns with HMRC. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395432) - Accounting & Bookkeeping Services for IT Company (5.0/5, Aug 5, 2025): Rise Accounting provides accounting services for an IT company. The team handles all of the client's accounting and filing tasks, including bookkeeping and tax filing. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395620) - Accounting Services for Luxury Search Engine (5.0/5, Aug 5, 2025): Rise Accounting provides accounting services for a luxury search engine. The team handles bookkeeping, tax services, and end-of-year accounts. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395633) ##### Restaurants Experience Rise Accounting has received positive feedback from clients in the Restaurants industry, highlighting their expertise in accounting and financial advising. A Director at Pintus noted their focus on tax planning and scalable services, which contributed to improved customer satisfaction and operational efficiency. Clients appreciated the timely delivery of services and their proactive approach in addressing queries, confirming Rise Accounting as a strong choice for restaurants seeking reliable financial support. - 1 review for restaurants industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & Financial Consulting for Restaurant (5.0/5, Aug 4, 2025): Rise Accounting provides accounting and financial advisory services for a restaurant. The team helps with tax planning and provides scalable services, focusing on keeping the client's books up to date. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395532) ##### Financial services Experience Rise Accounting has received positive feedback from clients in the Financial services industry, highlighting their expertise in tax returns, payroll, and accounting automation. Clients commend their timely project delivery, attention to detail, and exceptional communication. The firm's competitive pricing and personal service have been noted as significant strengths, making it a suitable choice for companies seeking reliable financial management solutions. - 2 reviews for financial services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for AI Agent Company (5.0/5, Aug 4, 2025): Rise Accounting provides accounting services for an AI agent company. The team handles the client's tax returns, bookkeeping, payroll, and accounting automation. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395401) - Accounting & Payroll Processing for Venture Capital Fund (4.5/5, Aug 4, 2025): Rise Accounting provides accounting services for a venture capital fund. The team is responsible for handling the client's tax returns and payroll. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395419) ##### Retail Experience Rise Accounting has received positive feedback from clients in the Retail industry, particularly for their comprehensive suite of accounting services tailored to retail operations. A CEO of an international retail brand noted significant improvements in reconciliation speed and cash flow visibility, achieving over 40% reduction in month-end reconciliation time. Their strengths lie in delivering timely, clear communication and personalized service, making them a strong candidate for retail businesses seeking reliable financial management and strategic advice. - 1 review for retail industry - $10,000 – $49,000 avg. project cost - Accounting & Financial Consulting for Retail Brand (4.5/5, Aug 4, 2025): Rise Accounting provides accounting services for a retail brand. The team has set up the client's bookkeeping system, prepared year-end financial statements, and offered strategic advice about cash flow. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395410) ##### Software Experience Rise Accounting has received consistently positive feedback from their clients in the Software industry, highlighting their expertise in financial management and compliance. Clients appreciate their professionalism, responsiveness, and ability to deliver on time, contributing to significant tax savings and operational efficiency. Notably, their involvement has led to high employee satisfaction and seamless integration with various software firms. Overall, Rise Accounting is well-regarded for their strong project management and supportive client relationships, making them a solid choice for businesses in the Software sector. - 5 reviews for software industry - 4 reviews are 5 stars - Less than $10,000 avg. project cost - Bookkeeping Services for Software Development Company (5.0/5, Aug 1, 2025): Rise Accounting provides ongoing bookkeeping services for a software development company. The team also helps with the client's day-to-day accounting, year-end accounts, and general tax advice. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394912) - Accounting & Bookkeeping for Digital Therapeutic Systems Co (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a digital therapeutic systems company. The team assists with bookkeeping, tax efficiency, and the client's company structure. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394931) - Accounting Services for Software Company (5.0/5, Aug 1, 2025): Rise Accounting provides ongoing accounting services for a software company. The team manages the client’s finances, including VAT and personal and yearly tax returns, and provides ongoing consulting support. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394965) - Accounting for AI Consulting Company (4.5/5, Aug 4, 2025): Rise Accounting provides accounting services for an AI consulting company. The team has set up the client's accounts and now handles all their accounting needs. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395399) - Accounting & Payroll for Decision-Making Systems Company (5.0/5, Aug 4, 2025): Rise Accounting provides accounting and payroll services for a decision-making systems company. The team handles expenses, VAT, annual accounts, tax management, payslip administration, and employee follow-up. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395409) ##### eCommerce Experience Rise Accounting demonstrates strong expertise in the eCommerce sector, as highlighted by clients from software and sustainable fashion industries. They effectively manage accounting tasks, ensuring clean records and timely submissions. Clients appreciate their excellent communication, cultural fit, and proactive approach to addressing queries. Overall, the sentiment is highly positive, indicating that Rise Accounting is well-suited for eCommerce businesses seeking reliable and efficient accounting solutions. - 2 reviews for ecommerce industry - 2 reviews are 5 stars - Unknown avg. project cost - Accounting for Fashion Marketplace (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a fashion marketplace. The team handles monthly bookkeeping, managing and submitting VAT accounts, and submitting year-end accounts. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394896) - Accounting & Bookkeeping Services for Software Services Co (5.0/5, Aug 4, 2025): Rise Accounting provides accounting and bookkeeping services for a software services company. The team handles payroll, expenses, financial accounts, and VAT. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395404) ##### Business services Experience Rise Accounting has received positive feedback from clients in the Business services industry, highlighting their professionalism, timely delivery, and high-quality work. Clients appreciate the company's strong culture fit and value for cost, noting that Rise Accounting consistently meets project milestones and responds promptly to inquiries. Their ability to go above and beyond in providing support has significantly contributed to project success, making them a reliable choice for businesses seeking quality accounting services. - 1 review for business services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting & Bookkeeping Services for ePOS Systems Provider (5.0/5, Aug 4, 2025): Rise Accounting provides accounting services for an ePOS systems provider. The team handles the client's VAT, corporation tax, and bookkeeping. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395358) ##### Food & Beverage Experience Rise Accounting has demonstrated strong expertise in the Food & Beverage industry, particularly in managing bookkeeping and financial reporting. A client from Stocked commended their diligent service in handling complex accounting tasks, resulting in improved financial organization and management. The overall sentiment reflects satisfaction with their hard work and value, though there's a suggestion for enhanced understanding of industry-specific cost drivers and software integration. This indicates that Rise Accounting is a capable partner for businesses seeking reliable financial management in the Food & Beverage sector. - 1 review for food & beverage industry - Unknown avg. project cost - Accounting Services for Meal Kit Delivery Company (4.0/5, Aug 4, 2025): Rise Accounting provides ongoing accounting services for a meal kit delivery service. The team handles the client's bookkeeping, management accounts, and filings, including VAT and corporate tax returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/395353) ##### Motion Pictures & Film Experience Rise Accounting demonstrates strong expertise in the Motion Pictures & Film industry, particularly in streamlining accounting processes for studios. Clients appreciate their personalized approach and timely project management, which have led to improved financial oversight and efficiency. One client noted significant changes in their accounting practices, highlighting Rise's understanding of industry-specific needs. Overall, their commitment to providing valuable insights and support positions them as a suitable partner for businesses in the Motion Pictures & Film sector. - 1 review for motion pictures & film industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Studio Rental Company (5.0/5, Aug 1, 2025): Rise Accounting provides ongoing accounting services for a studio rental company. The team handles all the client's bookkeeping, monthly PAYE, tax filings, and corporate and personal tax returns. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394939) ##### Construction Experience Rise Accounting has been positively reviewed by clients in the construction industry, highlighting their expertise in comprehensive accounting services, including bookkeeping, VAT returns, and payroll management. Clients appreciate their responsive communication and organizational skills, noting that they effectively alleviate stress associated with financial management. The overall sentiment indicates that Rise Accounting is a strong contender for construction companies seeking reliable accounting solutions, as they deliver on time and maintain a commendable standard of work. - 1 review for construction industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Construction Company (5.0/5, Aug 1, 2025): Rise Accounting provides accounting services for a construction company. Their work includes monthly bookkeeping, VAT returns, payroll, year-end accounts, confirmation statements, and consulting. [Read Full Review](https://clutch.co/go-to-review/rise-accounting/394854) #### Completed projects in 2 countries - Wales (1 projects) - England (21 projects) [View Reviews](https://clutch.co/profile/rise-accounting?verified=true#reviews) --- ### [Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post](https://clutch.co/profile/vistance-capital-advisory-seen-bnn-bloomberg-globe-mail-financial-post) #### 5 out of 5 star rating (5 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 10 - 49 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 15% Commercial Financing - 10% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 15% Funding & Investment - 10% Business Consulting #### Company description 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. [Visit Website](https://vistancecapital.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=financial-services-financial-planners) #### Professional Vistance Capital Advisory has received positive feedback regarding their professionalism and attention to detail. Clients noted their punctuality and effective communication, which consistently met deadlines. One client emphasized the firm's ability to provide valuable insights and referred to them as a 'good one-stop shop' for various needs. Overall, the sentiment surrounding their professional conduct is highly favorable, with no significant areas for improvement mentioned. - Accounting Services for Food Product Distributor (5.0/5, Aug 19, 2021): Very punctual and good attention to detail. All communication met the deadlines put forth. Very professional to deal with throughout the entire process. [Read Full Review](https://clutch.co/go-to-review/vistance-capital-advisory-seen-bnn-bloomberg-globe-mail-financial-post/111742) #### Experience in 4 industries 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. [Read All Reviews](https://clutch.co/profile/vistance-capital-advisory-seen-bnn-bloomberg-globe-mail-financial-post?verified=true#reviews) ##### Consumer Products Experience Vistance Capital Advisory has demonstrated significant expertise in the Consumer Products industry, particularly with venture-backed firms like Lunata Beauty. Client feedback highlights their strength in managing financial operations, including projections and investor documentation, which facilitated a successful $3 million series A raise. Their personalized approach and commitment to understanding client needs have fostered strong relationships, resulting in a positive sentiment. Potential clients in the Consumer Products sector can expect tailored support and impactful financial guidance. - 1 review for consumer products industry - 1 review is 5 stars - Unknown avg. project cost - Financial & Accounting Services for Haircare Tool Retailer (5.0/5, Aug 25, 2021): A cordless haircare tool retailer hired Vistance Capital Advisory to manage their day-to-day financial needs. These include accounting projections, handling investor documents, and questions among others. [Read Full Review](https://clutch.co/go-to-review/vistance-capital-advisory-seen-bnn-bloomberg-globe-mail-financial-post/116912) ##### Healthcare Experience Vistance Capital Advisory has received positive feedback in the Healthcare sector for their financial expertise and effective communication. Clients highlight their ability to streamline accounting processes, enhance financial reporting, and improve decision-making, particularly during challenging times like the pandemic. Their proactive approach in addressing previous accounting issues and providing actionable financial strategies has significantly impacted business operations, making them a suitable partner for Healthcare organizations seeking reliable financial support and insight. - 1 review for healthcare industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - CFO Services for Clinic (5.0/5, Aug 23, 2021): A health clinic was dissatisfied with the performance of their former accountant partners and needed a vendor that could help them reach their goals. They hired Vistance Capital Advisory to be that partner. [Read Full Review](https://clutch.co/go-to-review/vistance-capital-advisory-seen-bnn-bloomberg-globe-mail-financial-post/114360) ##### Food & Beverages Experience Vistance Capital Advisory has received positive feedback from clients in the Food & Beverages industry for their expertise in financial analysis, cost modeling, and accounting standards. Clients appreciate their punctuality, attention to detail, and resourcefulness in addressing unique challenges. Both testimonials highlight the firm's ability to deliver measurable outcomes efficiently, allowing businesses to focus on operations and growth. Overall, Vistance demonstrates a strong understanding of industry needs, making them a suitable partner for Food & Beverages projects. - 2 reviews for food & beverages industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Daily Accounting & Advisory for Snack & Coffee Company (5.0/5, Aug 18, 2021): A snack and coffee company had worked with multiple accountants in the past but none of them completely aligned with their needs. They partnered with Vistance Capital Advisory to take over those duties. [Read Full Review](https://clutch.co/go-to-review/vistance-capital-advisory-seen-bnn-bloomberg-globe-mail-financial-post/111303) - Accounting Services for Food Product Distributor (5.0/5, Aug 19, 2021): Vistance Capital Advisory has been hired by a food product distributor to evaluate their cost modelling and analyze their financial statements. [Read Full Review](https://clutch.co/go-to-review/vistance-capital-advisory-seen-bnn-bloomberg-globe-mail-financial-post/111742) ##### Automotive Experience Vistance Capital Advisory has received positive feedback from automotive industry clients, particularly for their expertise in financial reporting and accounting processes. A client noted their effective cash flow management and bookkeeping improvements, highlighting the firm's commitment to delivering on promises. The overall sentiment reflects strong communication and execution capabilities, making Vistance a reliable partner for businesses in the automotive sector seeking financial guidance and operational efficiency. - 1 review for automotive industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services for Automatoive Dealership Consolidator (5.0/5, Aug 9, 2021): Vistance Capital Advisory provided monthly accounting services for an auto dealer consolidator. This involved accounting processes, policies, bookkeeping, writing financial statements, and KPI reviews. [Read Full Review](https://clutch.co/go-to-review/vistance-capital-advisory-seen-bnn-bloomberg-globe-mail-financial-post/103093) #### 4.9 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/vistance-capital-advisory-seen-bnn-bloomberg-globe-mail-financial-post?verified=true#reviews) - $50,000 to $199,999 (2 reviews) - Less than $10,000 (1 reviews) - $10,000 to $49,000 (1 reviews) --- ### [CLM Controller](https://clutch.co/profile/clm-controller) #### 5 out of 5 star rating (7 reviews) - $10,000+ minimum project size - $50 - $99 average hourly rate - 50 - 249 employees - São Paulo, Brazil #### Services Provided - Allocation of Expertise by Percentage - 15% Accounting - 10% Back Office Outsourcing - 10% Corporate Law - 15% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 10% HR Consulting - 10% HR Outsourcing - 10% Business Consulting - 10% Tax Law #### Company description 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. [Visit Website](https://en.clmcontroller.com.br/) #### Communicative Clients have consistently praised CLM Controller for their exceptional communication skills. One client noted that the team often responds to queries late at night or on weekends, demonstrating their commitment to client support. Another highlighted that instructions and explanations were always clear and easy to understand, exceeding expectations. Overall, the sentiment regarding communication is highly positive, with clients feeling reassured by the responsiveness and clarity provided by CLM Controller. - Account Services & Company Setup for IT Services Company (5.0/5, Mar 10, 2021): As previously mentioned, CLM's level of communication have far exceeded my expectations. There is rarely a delay in getting a response to my queries and any instructions/explanations I receive are always clear and easy to understand. [Read Full Review](https://clutch.co/go-to-review/clm-controller/93486) - Account Services & Company Setup for IT Services Company (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/clm-controller/93486) #### 1 review mentions Financial Advising & Planning Accounting for Telecommunications Company 5.0/5 — CLM Controller provides accounting and tax consulting services for a telecommunications company. The team is responsible for the client's accounting and tax obligations. - 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 [Read Full Review](https://clutch.co/go-to-review/clm-controller/327718) #### 4.7 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/clm-controller?verified=true#reviews) - $50,000 to $199,999 (3 reviews) #### Very responsive CLM Controller is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [ViTWO (6 Livo Technologies Pvt Ltd)](https://clutch.co/profile/vitwo-6-livo-technologies) #### 5 out of 5 star rating (1 reviews) - 50 - 249 employees - Kolkata, India #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description 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. [Visit Website](https://vitwo.finance/) #### Reliable Clients consistently highlight ViTWO (6 Livo Technologies Pvt Ltd) as a reliable partner, noting their professionalism and timely delivery of services. One client emphasized that ViTWO's structured and organized approach allowed for seamless management of financial services, stating, 'Their professionalism to their reliability... has exceeded our expectations.' Overall, the sentiment surrounding ViTWO reflects strong reliability, making them a recommended choice for startups seeking dependable financial support. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/vitwo-6-livo-technologies?verified=true#reviews) ##### Manufacturing Experience ViTWO (6 Livo Technologies Pvt Ltd) has garnered positive feedback from the manufacturing sector, specifically praised for their financial services, including bookkeeping and reconciliations. Clients highlight their professionalism, timely project delivery, and structured approach as key strengths. The collaboration reportedly resulted in streamlined financial management, making them an excellent choice for startups in manufacturing seeking reliable and comprehensive financial solutions. - 1 review for manufacturing industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Home Decor Brand (5.0/5, Nov 23, 2024): ViTWO (6 Livo Technologies Pvt Ltd) provides accounting, bookkeeping, and financial services for a home decor brand.  [Read Full Review](https://clutch.co/go-to-review/vitwo-6-livo-technologies/333176) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/vitwo-6-livo-technologies?verified=true#reviews) --- ### [Brego Business](https://clutch.co/profile/brego-business) #### 5 out of 5 star rating (3 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 50 - 249 employees - Mumbai, India #### Services Provided - Allocation of Expertise by Percentage - 15% Advertising - 15% Content Marketing - 15% Finance & Accounting Outsourcing (FAO) - 15% Financial Advising & Planning - 15% Marketing Strategy - 10% Pay Per Click - 15% Social Media Marketing #### Company description 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. [Visit Website](https://bregobusiness.com/) #### 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 (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/brego-business/107268) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/brego-business?verified=true#reviews) ##### Advertising & marketing Experience Brego Business has received positive feedback in the Advertising and marketing industry, highlighting their expertise in digital marketing and integrated services. Clients appreciate their comprehensive approach, which combines digital marketing with accounting and recruitment solutions. The reviews emphasize professionalism, effective communication, and measurable outcomes, notably increased outreach and lead generation. Their cost-effective service structure and commitment to timely deliverables further reinforce their strengths, making them a suitable partner for businesses seeking robust marketing solutions. - 1 review for advertising & marketing industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services & PPC & SEO Campaigns for Digital Agency (5.0/5, Aug 13, 2021): Save & Palmer's scope of work for a digital agency spanned an umbrella of services. They helped streamline operations within the scope of recruitment, digital marketing, and debtor collection. [Read Full Review](https://clutch.co/go-to-review/brego-business/107268) ##### Engineering Experience Brego Business demonstrates a strong expertise in delivering comprehensive digital marketing solutions tailored for the Engineering industry. Clients have praised their effective social media strategies that enhance product visibility and engagement. The company is recognized as a one-stop shop, providing exceptional support throughout project launches. Overall, feedback indicates a high satisfaction level with their collaborative approach and impactful results, making them a promising choice for businesses seeking to elevate their marketing efforts in the Engineering sector. - 1 review for engineering industry - 1 review is 5 stars - Unknown avg. project cost - Social Media Marketing for Digital Solutions Firm (5.0/5, Aug 9, 2021): A digital solutions company was launching a new software product and needed a digital marketing agency to handle their social media platforms and improve their sales. They hired Savage & Palmer for the job. [Read Full Review](https://clutch.co/go-to-review/brego-business/102267) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/brego-business?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [leadforce.info](https://clutch.co/profile/leadforceinfo) #### 4.6 out of 5 star rating (21 reviews) - 10 - 49 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 15% Financial Advising & Planning - 35% Financial Consulting - 45% Funding & Investment - 5% Other Marketing #### Company description 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. [Visit Website](https://www.leadforce.info/) #### Reasonable pricing Clients consistently highlight Leadforce.info's reasonable pricing as a significant advantage. One CEO noted the company's 'good value for cost,' while another emphasized that their pricing aligned perfectly with their budget. Both reviews commend the efficiency and timely delivery of services, reinforcing the sentiment that Leadforce.info offers high-quality solutions at competitive rates, making them an appealing choice for businesses seeking cost-effective support. - Lead Generation for Construction Company (5.0/5, Mar 15, 2023): Their value for the price, efficiency, and timely delivery were impressive. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/187523) #### Experience in 9 industries 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. [Read All Reviews](https://clutch.co/profile/leadforceinfo?verified=true#reviews) ##### Supply Chain, Logistics, and Transport Experience Client feedback highlights leadforce.info's expertise in connecting with startups in the Supply Chain, Logistics, and Transport sector. However, there are significant concerns regarding their deliverability and project management, with claims of unmet expectations and underperformance in lead generation efforts. Overall sentiment indicates disappointment, suggesting potential clients exercise caution and thoroughly evaluate alignment with their objectives before engagement. - 1 review for supply chain, logistics, and transport industry - Less than $10,000 avg. project cost - Lead Generation for Disposable Catering Products Co (0.5/5, Oct 17, 2025): leadforce.info provided lead generation services for a disposable catering products company. The team was tasked with generating leads and setting up meetings with investors. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/414082) ##### Food & Beverage Experience Leadforce.info has received positive feedback from Food & Beverage industry clients, highlighting their expertise in capital raising and lead generation. Clients praised their proactive approach, strong communication, and attention to detail, resulting in successful investor introductions and increased investment opportunities. Their ability to tailor strategies to specific business needs has significantly impacted clients, making them a valuable partner in the Food & Beverage sector. - 3 reviews for food & beverage industry - 3 reviews are 5 stars - Less than $10,000 avg. project cost - Funding & Investment Services for Drinks Company (5.0/5, Jul 23, 2025): leadforce.info provides funding and investment services for a drinks company. The team has helped the client raise capital through angel investors and supported the client in building their brand. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/392626) - Social Media Marketing for Drinks Agency (5.0/5, Jul 28, 2025): leadforce.info has been helping a drinks agency connect with leads on LinkedIn. The team's goal is to use positive communication with a friendly approach. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/393738) - Capital-Raising Services for Beverage Alcohol Consulting Co (5.0/5, Jul 29, 2025): leadforce.info provided capital-raising services for a beverage alcohol consulting company. The team conducted targeted investor research and engaged with potential investors. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/394025) ##### Business services Experience Leadforce.info has demonstrated significant expertise in enhancing brand awareness and generating valuable connections within the Business services industry. Clients commend their timely delivery and responsiveness to needs, noting measurable outcomes such as increased LinkedIn connections and investor engagement. Their focus on delivering promised services has earned them high ratings, indicating a strong fit for businesses seeking effective lead generation and investor relations support. - 1 review for business services industry - Less than $10,000 avg. project cost - Email & Social Media Marketing for Job-Finding Company (4.5/5, Oct 11, 2024): Leadforce.info provides email and social media marketing services for a job-finding company. The team generates LinkedIn connections and interest in the client's pitch deck and builds brand awareness. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/321486) ##### Retail Experience Leadforce.info has demonstrated a strong capability in the Retail industry, particularly for businesses in sustainable fashion. Clients appreciate their diligent outreach and effective strategies for audience acquisition, email campaigns, and social media engagement. The high-quality deliverables and timely project management have led to measurable outcomes such as increased CTR and conversions. Overall, the sentiment is positive, highlighting their expertise, commitment, and impactful results. - 1 review for retail industry - Less than $10,000 avg. project cost - Email Marketing & SMM for Fashion Company (4.0/5, Jun 20, 2024): A fashion company hired Leadforce.info for email marketing and social media management services. The client's goal was to increase their social media connections and target audience acquisition.  [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/295670) ##### Beauty & Cosmetics Experience Leadforce.info has been positively reviewed by clients in the Beauty & Cosmetics industry, noted for their effective communication and project management skills. Their ability to provide value within budget constraints has impressed clients, leading to successful outreach efforts to investors. Their expertise in developing targeted lists and connecting brands with strategic partners highlights their strength in facilitating growth in this sector. Overall, they are regarded as a reliable partner for businesses seeking to enhance their market presence. - 1 review for beauty & cosmetics industry - Less than $10,000 avg. project cost - Market Research for Skin Products Company (4.5/5, Jan 4, 2024): Leadforce.info was hired to develop lists and reach out to investors and strategics. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/259499) ##### eCommerce Experience Leadforce.info demonstrates strong expertise in the eCommerce sector, particularly in live shopping initiatives. Clients praise their structured approach to project management and their ability to effectively identify and engage potential investors. The company's commitment and passion are highlighted as key strengths, with feedback indicating a high level of satisfaction and no notable areas for improvement. This positions Leadforce.info as a reliable choice for eCommerce businesses seeking targeted investor outreach and support. - 1 review for ecommerce industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Email Marketing & SMM for E-Commerce Company (5.0/5, Dec 5, 2023): Leadforce.info provided email marketing and SMM services for an e-commerce company. The team was responsible for identifying and targeting potential investors via email and LinkedIn for the client. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/254091) ##### Food & Beverages Experience Leadforce.info has demonstrated significant expertise in the Food & Beverages industry, specifically through their work with Better Nature, a leading tempeh brand. Their outreach strategy yielded impressive results, securing 180 new connections and engaging 45 investors from a targeted approach. Clients commend their efficiency, effective communication, and adherence to project timelines, indicating that Leadforce.info is a strong partner for businesses seeking investment and growth in the Foodtech sector. - 1 review for food & beverages industry - 1 review is 5 stars - Less than $10,000 avg. project cost - SMM for FoodTech Company (5.0/5, Nov 6, 2023): Leadforce.info provided social media marketing services for a foodtech company. The team is tasked with using LinkedIn to engage 500 prospective investors in the foodtech and climatetech sectors for the client. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/247359) ##### Wellness & Fitness Experience Leadforce.info demonstrates strong expertise in the Wellness & Fitness industry, as evidenced by their successful collaboration with Holodia, a VR fitness app. The client praised their resourcefulness and responsiveness, resulting in the successful raising of $400k for a crowdfunding campaign. Their ability to deliver timely results and adapt to client needs highlights their strengths in project management, making them a commendable choice for businesses seeking effective support in the Wellness & Fitness sector. - 1 review for wellness & fitness industry - 1 review is 5 stars - Less than $10,000 avg. project cost - SMM for VR Fitness Platform (5.0/5, May 3, 2023): Leadforce.info provided social media marketing for a VR fitness platform. The team was hired to promote the client's crowdfunding campaign. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/198954) ##### Other Industry Experience Leadforce.info has demonstrated strong expertise in the Other Industry, particularly in capital raising through strategic outreach. Clients appreciate their effective communication and timely project management, exemplified by their ability to secure investments for crowdfunding efforts. The overall sentiment reflects satisfaction with their value for cost, showcasing their strengths in providing detailed reports and a proactive approach to client needs, making them a viable option for businesses seeking similar services. - 1 review for other industry industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Lead Generation for Online Motorcycle Rental Marketplace (5.0/5, Apr 3, 2023): Leadforce.info provided lead generation services for an online motorcycle rental marketplace. The team helped execute a crowdfunding campaign, reaching out to potential investors via LinkedIn. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/191954) ##### Energy & natural resources Experience Leadforce.info has demonstrated strong expertise in the Energy & natural resources sector, particularly through effective investor outreach campaigns for companies focused on clean energy solutions. Their client, EarthGrid PBC, praised their efficiency, timely delivery, and cost-effective services in identifying potential investors to support innovative energy technologies. The positive feedback underscores Leadforce.info's capability to provide valuable support in achieving project objectives within this industry. - 1 review for energy & natural resources industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Lead Generation for Construction Company (5.0/5, Mar 15, 2023): Leadforce.info provided lead generation services for a construction company. They created an investor outreach campaign to find interested investors for the client via email and social media. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/187523) ##### Consumer Products Experience Leadforce.info has demonstrated significant expertise in the Consumer Products industry, particularly in lead generation for investments. Clients have highlighted their hands-on approach, effective communication, and ability to deliver relevant leads that resulted in successful investments. Their transparent project management and tailored outreach strategies have facilitated access to previously unreachable networks. Overall, the sentiment towards Leadforce is positive, indicating they are a strong fit for businesses seeking to enhance their investor outreach and lead generation efforts in the Consumer Products sector. - 2 reviews for consumer products industry - 2 reviews are 5 stars - Less than $10,000 avg. project cost - Lead Generation Services for Beverage Company (5.0/5, Nov 7, 2022): Leadforce.info provided lead generation services for a beverage company. The team provided a 700-lead package and contacted prospective customers using the firm's script. One teammate worked directly on this. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/165693) - LinkedIn Lead Generation for Electronics Manufacturing Co (5.0/5, Jan 24, 2023): Leadforce.info provides an electronics manufacturing company with lead generation services over LinkedIn. Their team focuses on finding potential investors for the client to pitch to and onboard. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/177568) ##### Healthcare Experience Leadforce.info has demonstrated strong expertise in the Healthcare sector, particularly in AI-driven health technology for remote patient monitoring. Clients highlight their effective lead generation, responsiveness, and thorough communication as key strengths. The measurable outcomes from engagements include increased investment opportunities and potential customer outreach, indicating a positive impact on business growth. Overall, their proficiency in delivering actionable insights positions them as a valuable partner for Healthcare industry projects. - 1 review for healthcare industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Lead Generation Services for AI Health Tech Company (5.0/5, Dec 14, 2022): Leadforce provides business development application support, focusing on investment and customer outreach. They also did research and web scraping. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/172074) ##### Manufacturing Experience Leadforce.info demonstrates notable expertise in the Manufacturing industry, particularly in facilitating marketing efforts for companies like Biodel AG. Their professionalism, cost-effectiveness, and ability to generate meaningful connections with institutional investors have been highlighted positively. Clients appreciate their strategic insight into market structures and the efficient workflow. Overall, the sentiment is overwhelmingly positive, indicating Leadforce.info is a strong candidate for Manufacturing firms seeking effective marketing and fundraising support. - 1 review for manufacturing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Social Media Marketing for Agricultural Products Company (5.0/5, Dec 7, 2022): Leadforce provides social media marketing services for an agricultural products company. The team built a target list of institutional and crowdfunding investors from LinkedIn profiles. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/170806) ##### IT Services Experience Leadforce.info has received positive feedback from clients in the IT Services industry, highlighting their expertise in investor outreach and targeted campaign management. Clients commend their professionalism, responsiveness, and commitment to understanding specific project needs. The impactful results, including successful meetings with potential investors, demonstrate their strong capabilities in facilitating connections and supporting business growth. Overall, Leadforce.info appears to be a reliable partner for companies seeking tailored IT Services solutions. - 1 review for it services industry - Less than $10,000 avg. project cost - Lead Gen & Investor Outreach for AI Technology Company (4.5/5, Nov 7, 2022): Leadforce.info provided lead generation services for a human-centered AI technology company. They worked on finding and reaching out to potential investors to participate in the firm's funding round.  [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/165742) ##### Information technology Experience The feedback from clients in the Information Technology sector indicates that leadforce.info excels in sourcing quality leads for investment opportunities. Their expertise in identifying potential investors has resulted in successful funding outcomes, significantly impacting clients' project progress. The company's project management is praised for its timeliness and effective communication. Overall, clients express high satisfaction with the value and support provided, suggesting leadforce.info is a strong candidate for businesses seeking assistance in securing investment and enhancing operational efficiency. - 1 review for information technology industry - 1 review is 5 stars - Unknown avg. project cost - Lead Generation Services for Legal Tech Company (5.0/5, Jun 9, 2026): leadforce.info has provided lead generation services for a legal tech company. The team has identified LinkedIn profiles and email addresses of angel investors who could potentially invest in the company. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/463341) #### 4.7 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/leadforceinfo?verified=true#reviews) - Less than $10,000 (15 reviews) #### Completed projects in 4 countries - Sweden (1 projects) - Switzerland (1 projects) - United States (10 projects) - England (4 projects) [View Reviews](https://clutch.co/profile/leadforceinfo?verified=true#reviews) --- ### [TGG Accounting](https://clutch.co/profile/tgg-accounting) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - 50 - 249 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Financial Advising & Planning #### Company description 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. [Visit Website](https://tgg-accounting.com/) #### Exceptional performance TGG Accounting has received exceptional feedback for their outstanding performance, particularly in enhancing financial clarity and efficiency for clients. One co-founder praised their 'superlative' work and noted the ease of collaboration, stating, 'Life is easier with TGG around.' They provide tailored reporting and strategic advice, ensuring clients feel secure in their financial management. Overall, clients commend TGG for their cost-effectiveness, superior expertise, and pleasant working relationship. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/tgg-accounting?verified=true#reviews) ##### Legal Cannabis Experience TGG Accounting has received positive feedback from clients in the Legal Cannabis industry, highlighting their expertise in financial management and strategic advisory. A co-founder of a leading media company praised their ability to provide tailored financial reporting, effective budgeting support, and seamless integration with existing systems. The overall sentiment reflects satisfaction with their cost-effectiveness, communication, and professionalism, making TGG a strong candidate for businesses seeking reliable accounting support in the Legal Cannabis sector. - 1 review for legal cannabis industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Accounting & Financial Services for Media & Events Company (5.0/5, Sep 11, 2021): TGG Accounting provides accounting and financial services for a media and events company. They are responsible for financial reports, including the status, budget, and provides advice about financial matters. [Read Full Review](https://clutch.co/go-to-review/tgg-accounting/130362) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/tgg-accounting?verified=true#reviews) - $200,000 to $999,999 (1 reviews) --- ### [Finance PM](https://clutch.co/profile/finance-pm) #### 5 out of 5 star rating (6 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees - Paphos, Cyprus #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Business Consulting #### Company description 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. [Visit Website](https://financeprojectmanager.com/) #### Accessible Clients have expressed a highly positive sentiment regarding Finance PM's accessibility. One client highlighted their consistent availability and readiness to assist, stating, "They were always available and ready to provide the required assistance." The promptness of their service was also noted, with a final document prepared within two weeks. Overall, clients appreciate the quick and effective communication that facilitated a smooth workflow. - Pitch Deck & Financial Model for Tattoo Startup (5.0/5, Nov 30, 2020): They were always available and ready to provide the required assistance. It was like 2 weeks from the moment we met till we had the final document ready to be discussed with the investor. [Read Full Review](https://clutch.co/go-to-review/finance-pm/125538) #### Experience in 4 industries 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. [Read All Reviews](https://clutch.co/profile/finance-pm?verified=true#reviews) ##### Financial services Experience Finance PM has demonstrated substantial expertise in the financial services industry, particularly in recruitment and financial due diligence for venture capital firms. Clients praise their professionalism, efficiency, and ability to provide comprehensive reports that enhance investment decision-making. Feedback highlights their proactive approach, quick turnaround, and minimal need for oversight, making them a reliable partner for companies needing financial expertise. Overall, their proven track record suggests they are well-suited for businesses seeking specialized financial services. - 2 reviews for financial services industry - 2 reviews are 5 stars - Less than $10,000 avg. project cost - Recruitment Services for Venture Capital Firm (5.0/5, May 15, 2021): A venture capital firm tapped Finance PM to help them hire an experienced senior financial manager. This involved extensive candidate searching and profiling.  [Read Full Review](https://clutch.co/go-to-review/finance-pm/26308) - Financial Due Diligence Process for Venture Capital Firm (5.0/5, Dec 24, 2020): Finance PM was hired by a venture capital firm to check the financial situation of three startups. It involved creating detailed reports, evaluating risks, identifying gaps and problems, and more. [Read Full Review](https://clutch.co/go-to-review/finance-pm/145087) ##### Government Experience Finance PM has received positive feedback from clients in the Government industry, highlighting their expertise in establishing robust financial processes and tools. Clients appreciate their thorough audits and actionable recommendations, which significantly improved financial transparency and strategic planning capabilities. The strong communication and support throughout the projects were instrumental in fostering trust. Overall, Finance PM is well-regarded for delivering impactful financial solutions tailored to the needs of government entities, making them a suitable partner for similar projects. - 1 review for government industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Communications Bureau (5.0/5, Mar 18, 2021): Finance PM provided financial consulting services to help a communications bureau understand their financial situation, implement financial tools, and set up financial goals and KPIs. [Read Full Review](https://clutch.co/go-to-review/finance-pm/100549) ##### IT Services Experience Finance PM has received positive feedback in the IT Services industry, highlighting their expertise in financial due diligence and relocation services. Clients commend their deep understanding of industry processes, swift execution, and effective communication, which contributed to successful project outcomes. The team demonstrated flexibility and a client-centric approach, ensuring a smooth workflow even during complex situations. Overall, Finance PM is positioned as a strong partner for businesses seeking reliable financial management and consulting services. - 2 reviews for it services industry - 2 reviews are 5 stars - Less than $10,000 avg. project cost - Financial Due Diligence for Private Investment Company (5.0/5, Feb 22, 2021): A private investment company hired Finance PM to conduct financial due diligence. The team audited and reported on the financial situation, business model, and potential risks of a prospective investee. [Read Full Review](https://clutch.co/go-to-review/finance-pm/76267) - CFO-On-Demand Services for Healthcare Mobile App Company (5.0/5, Dec 15, 2020): Finance PM provided CFO on-demand services for a mobile app company. The team handled documentation research and created the necessary files for the company's incorporation to another country.  [Read Full Review](https://clutch.co/go-to-review/finance-pm/138650) ##### Arts, entertainment & music Experience Finance PM demonstrates strong expertise in the Arts, entertainment, and music industry through their effective financial modeling and strategic negotiation support. A recent client highlighted their ability to prepare a robust, investor-ready pitch deck swiftly, showcasing their commitment and responsiveness. The positive feedback underscores their impact in facilitating successful investor negotiations, making them a reliable partner for businesses seeking financial guidance in this sector. - 1 review for arts, entertainment & music industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Pitch Deck & Financial Model for Tattoo Startup (5.0/5, Nov 30, 2020): Finance PM created a pitch deck for a tattoo startup. They also provided a detailed financial model for the company's investor pitch.  [Read Full Review](https://clutch.co/go-to-review/finance-pm/125538) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/finance-pm?verified=true#reviews) - Less than $10,000 (6 reviews) #### Completed projects in 2 countries - Cyprus (1 projects) - Ukraine (5 projects) [View Reviews](https://clutch.co/profile/finance-pm?verified=true#reviews) --- ### [ArboHQ](https://clutch.co/profile/arbohq) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $25 - $49 average hourly rate - 2 - 9 employees - Atlanta, GA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description 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. [Visit Website](https://www.arbohq.com) #### Straightforward pricing Clients express a positive sentiment regarding ArboHQ's straightforward pricing, highlighting the transparency and affordability of their services. One client noted a monthly investment of $199, emphasizing the value received for this cost. Additionally, the overall feedback indicates that clients appreciate the organized and cost-effective nature of ArboHQ's offerings, which contribute to a seamless engagement experience. - Accounting & Bookkeeping for Recruitment & Staffing Startup (5.0/5, Jan 19, 2022): ArboHQ has performed very well in project management — they have a high level of customer service. Their work is very organized, straightforward, and cost-effective. [Read Full Review](https://clutch.co/go-to-review/arbohq/116058) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/arbohq?verified=true#reviews) ##### Human Resources Experience ArboHQ has received positive feedback in the Human Resources industry for its exceptional expertise in financial management and support tailored specifically for startups. Clients commend their accuracy, responsiveness, and detail-oriented service, which streamline payroll and accounting processes. Their proactive communication and effective project management enhance client relationships, making them a reliable choice for businesses seeking comprehensive financial solutions within the HR sector. - 1 review for human resources industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting & Bookkeeping for Recruitment & Staffing Startup (5.0/5, Jan 19, 2022): ArboHQ is a recruitment and staffing startup’s accounting partner. They monitor cash flow, manage payroll, and handle accounts receivable. Their team also supports the client in all things related to finances. [Read Full Review](https://clutch.co/go-to-review/arbohq/116058) ##### Advertising & marketing Experience ArboHQ has received positive feedback within the Advertising & marketing sector, highlighting their customized approach and exceptional customer service. Clients appreciate the company's ability to tailor solutions to specific business needs, ensuring effective communication and project management. The overall sentiment reflects satisfaction with their expertise, as they effectively manage accounting tasks, allowing clients to focus on their core activities. This commitment to client-centric service positions ArboHQ as a strong candidate for businesses seeking reliable support in the Advertising & marketing industry. - 1 review for advertising & marketing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Marketing & Advertising Agency (5.0/5, Jan 19, 2022): ArboHQ provides accounting services for a marketing and advertising company. They are managing the client's overall accounting activities. [Read Full Review](https://clutch.co/go-to-review/arbohq/9008) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/arbohq?verified=true#reviews) - Less than $10,000 (1 reviews) - $10,000 to $49,000 (1 reviews) --- ### [Genistar Limited](https://clutch.co/profile/genistar) #### 5 out of 5 star rating (3 reviews) - 10 - 49 employees - Caterham, England #### Services Provided - Allocation of Expertise by Percentage - 10% Finance & Accounting Outsourcing (FAO) - 80% Financial Advising & Planning - 10% Insurance Services & Brokers #### Company description 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. [Visit Website](https://genistar.online/) #### Proactive Clients express a highly positive sentiment regarding Genistar Limited's proactive approach. One client noted their 'excellent project management' and appreciated how the team kept them updated on progress, making the process smooth and stress-free. They highlighted Genistar's responsiveness to queries and their ability to adapt solutions in real time. While they suggested more frequent proactive updates during later stages, overall feedback indicates that Genistar's commitment to tailored solutions and client support is exemplary. - Insurance Policy, Business & Financial Consulting for IT Co (5.0/5, Jul 2, 2025): Genistar’s project management was excellent from start to finish. They clearly outlined timelines and deliverables at the outset and consistently delivered everything on schedule. They were proactive in keeping us updated on progress and next steps, which made the entire process smooth and stress-free. Overall, we were very happy with Genistar’s service. If anything, during the later stages of implementation, more frequent proactive updates could have given us added peace of mind, but we understand they were very busy finalising the details. [Read Full Review](https://clutch.co/go-to-review/genistar/386828) #### 1 review mentions Financial Advising & Planning Financial Advising & Planning for AI Consultancy 5.0/5 — 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 directors. - 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 [Read Full Review](https://clutch.co/go-to-review/genistar/369219) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/genistar?verified=true#reviews) ##### Information technology Experience Genistar Limited demonstrates strong expertise in financial consulting within the Information Technology sector, particularly in customized insurance solutions. Clients appreciate their proactive project management, tailored strategies, and commitment to understanding specific business needs. Positive feedback highlights their ability to enhance employee satisfaction and retention through well-implemented benefits. Overall, Genistar is viewed as a trusted partner that provides significant value, making them a suitable choice for IT companies seeking specialized financial services. - 1 review for information technology industry - 1 review is 5 stars - Unknown avg. project cost - Insurance Policy, Business & Financial Consulting for IT Co (5.0/5, Jul 2, 2025): Genistar Limited provided financial consulting services for an IT company. The team assessed the client's finances, created a plan, implemented a private medical insurance (PMI) policy, and offered support. [Read Full Review](https://clutch.co/go-to-review/genistar/386828) ##### Consulting Experience Genistar Limited has received positive feedback within the Consulting industry, particularly for its expertise in financial reviews and AI-driven solutions. Clients appreciate the company's strong values, clear communication, and responsive project management. Notably, a CEO highlighted Genistar's cultural fit and alignment with their own company values, indicating a strong partnership potential. Overall, the sentiment is highly favorable, suggesting Genistar is a strong candidate for businesses seeking reliable and impactful consulting services. - 1 review for consulting industry - 1 review is 5 stars - Unknown avg. project cost - Financial Advising & Planning for AI Consultancy (5.0/5, Apr 23, 2025): 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 directors. [Read Full Review](https://clutch.co/go-to-review/genistar/369219) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/genistar?verified=true#reviews) --- ### [Oak Business Consultant](https://clutch.co/profile/oak-business-consultant) #### 5 out of 5 star rating (14 reviews) - 10 - 49 employees - Dubai, United Arab Emirates #### Services Provided - Allocation of Expertise by Percentage - 15% Accounting - 20% Business Valuation Services - 25% Financial Advising & Planning - 20% Financial Consulting - 20% Funding & Investment #### Company description 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. [Visit Website](https://oakbusinessconsultant.com/) #### 2 reviews mention Financial Advising & Planning Financial Advising & Planning for Talent Matching Company 5.0/5 — A talent matching company hired Oak Business Consultant to develop a pricing strategy and conduct a full pricing exercise. - 2 of 2 Financial Advising & Planning reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/oak-business-consultant/384507) #### Experience in 7 industries Oak Business Consultant has demonstrated expertise across various industries, including Advertising & Marketing, Education, Financial Services, Automotive, and Energy & Natural Resources. Clients praise their financial modeling, project management, and ability to deliver tailored solutions that enhance operational efficiency and decision-making. Overall sentiment is highly positive, highlighting their professionalism, responsiveness, and depth of understanding in specialized sectors, making them a suitable partner for businesses seeking financial consultancy and strategic planning. [Read All Reviews](https://clutch.co/profile/oak-business-consultant?verified=true#reviews) ##### Automotive Experience Oak Business Consultant has received positive feedback from clients in the automotive industry, particularly for their expertise in developing financial models for dealerships. One client highlighted the outstanding quality of work and perfect project management, emphasizing their responsiveness and understanding of specific needs. Overall, the sentiment is highly favorable, indicating that Oak Business Consultant is a strong fit for automotive businesses seeking financial consulting and strategic support. - 1 review for automotive industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Financial Model for Auto Dealership (5.0/5, Dec 10, 2023): Oak Business Consultant developed a financial model for an auto dealership. The client needed a finance model. [Read Full Review](https://clutch.co/go-to-review/oak-business-consultant/255141) ##### Consulting Experience Oak Business Consultant is highly regarded in the Consulting industry for their expertise in pricing strategy and service implementation. Clients commend their professionalism, proactive communication, and alignment with company values, highlighting the effective delivery of digital service pricing strategies. The overall sentiment reflects strong satisfaction, with clients expressing a willingness to engage their services again and recommending them for their good value and collaborative approach. - 1 review for consulting industry - 1 review is 5 stars - Unknown avg. project cost - Financial Advising & Planning for Talent Matching Company (5.0/5, Jun 23, 2025): A talent matching company hired Oak Business Consultant to develop a pricing strategy and conduct a full pricing exercise. [Read Full Review](https://clutch.co/go-to-review/oak-business-consultant/384507) ##### Education Experience Oak Business Consultant has received positive feedback for their expertise in financial modeling and strategic planning within the Education industry. Clients, such as the Founder of Pixel & Paint Academy, commend their professionalism, clear communication, and responsiveness. The detailed financial forecasts and tailored pricing strategies provided by Oak significantly enhance decision-making and funding preparation. Their ability to simplify complex financial concepts into actionable insights positions them as a strong partner for educational institutions seeking growth and efficiency. - 1 review for education industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Financial Consulting for Modern Art School (5.0/5, Apr 22, 2025): Oak Business Consultant built a financial model for a modern art school. They created a five-year financial forecast, provided a cost breakdown for each program and service, and recommended pricing strategies. [Read Full Review](https://clutch.co/go-to-review/oak-business-consultant/369083) ##### Energy & natural resources Experience Oak Business Consultant has received positive feedback from clients in the Energy & Natural Resources sector, particularly for their expertise in financial modeling and strategic advising. Clients appreciate their responsiveness and effective project management, highlighting their ability to deliver timely results without delays. Their understanding of the energy industry across diverse geographies and alignment with client values further enhances their reputation, making them a strong candidate for businesses seeking consultancy in this field. - 1 review for energy & natural resources industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Financial Modeling for Renewable Energy Production Company (5.0/5, Dec 10, 2024): Oak Business Consultant was hired by a renewable energy production company to provide financial modeling services. The team worked within multiple financial scenarios across different geographies. [Read Full Review](https://clutch.co/go-to-review/oak-business-consultant/336575) ##### Financial services Experience Oak Business Consultant demonstrates strong expertise in the Financial services industry, particularly in financial planning and consultancy. Clients commend their timely deliverables and adaptability to project needs, reflecting a commitment to client satisfaction. One client noted that the firm quickly assimilated industry-specific knowledge, enhancing their confidence in financial decision-making. Overall, the positive sentiment indicates that Oak Business Consultant is a reliable partner for businesses seeking comprehensive financial solutions. - 1 review for financial services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Pro Formas Update & Consulting for Financial Planning Co (5.0/5, Jul 11, 2024): Oak Business Consultant was hired by a financial planning company to update their five-year pro formas. The team was also responsible for consulting the client on the amount of debt their firm could service. [Read Full Review](https://clutch.co/go-to-review/oak-business-consultant/299991) ##### Software Experience Oak Business Consultant has garnered positive feedback from clients in the Software industry for their exceptional expertise in financial consultancy and strategic advisory services. Clients have noted their adaptability, professionalism, and effective communication skills, contributing significantly to project success. Their ability to deliver accurate financial documentation and insightful analysis has proven invaluable, particularly in fundraising efforts. Overall, their strong commitment to client service and holistic approach positions them as a compelling choice for businesses seeking financial guidance in the Software sector. - 1 review for software industry - 1 review is 5 stars - Unknown avg. project cost - Financial Consulting for SaaS Company (5.0/5, Dec 1, 2023): Oak Business Consultant has provided financial consulting services for a SaaS company. The team is tasked with financial statement analysis, investor documentation, financial analysis, and strategic advisory. [Read Full Review](https://clutch.co/go-to-review/oak-business-consultant/253307) ##### Business services Experience Oak Business Consultant demonstrates significant expertise in the business services industry, particularly in financial modeling and analysis. Clients commend their responsiveness, project ownership, and ability to understand complex business models swiftly. The overall sentiment is positive, praising their commitment to deadlines and deliverables, although some noted concerns regarding workload and billing transparency. This strong performance may indicate a solid fit for clients seeking reliable consultancy in financial planning and business operations. - 1 review for business services industry - Unknown avg. project cost - Financial Consulting for Engineering & Construction Company (4.5/5, Nov 28, 2023): Oak Business Consultant has provided financial consulting services for a business services company. They've handled the dashboard, cash flow, P&L, balance sheet, scenario simulations, and cost alternatives. [Read Full Review](https://clutch.co/go-to-review/oak-business-consultant/252463) ##### Advertising & marketing Experience Oak Business Consultant demonstrates strong expertise in the Advertising and Marketing sector, particularly in financial management tailored for SaaS companies. Clients appreciate their professional approach, timely delivery, and ability to enhance financial clarity and reporting. The positive sentiment highlights their role as a trusted external partner, significantly reducing internal administrative burdens and allowing agencies to focus on client growth. Their combination of technical accuracy and business insight positions them as a valuable asset for potential clients in the Advertising and Marketing industry. - 2 reviews for advertising & marketing industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Financial Consulting for Yoga Events Promotion Company (5.0/5, Jan 1, 2025): A yoga events company hired Oak Business Consultant to create a customized financial management system. [Read Full Review](https://clutch.co/go-to-review/oak-business-consultant/340478) - Financial & Accounting Services for Advertising & Mktg Firm (5.0/5, Apr 14, 2026): Oak Business Consultant provides financial and accounting services for an advertising and marketing company. The team handles financial planning, business planning support, bookkeeping, and tax filing. [Read Full Review](https://clutch.co/go-to-review/oak-business-consultant/449938) ##### Other industries Experience Oak Business Consultant has received positive feedback from clients in various sectors of the Other industries. Their strengths lie in delivering comprehensive financial and strategic consulting services, particularly excelling in pricing strategies and financial documentation preparation. Clients praised their professionalism, proactive support, and expertise, which significantly contributed to successful fundraising efforts and investor presentations. Overall, Oak Business Consultant is recognized for its impactful contributions and effective project management, indicating a strong fit for businesses seeking expert guidance in the Other industries. - 3 reviews for other industries industry - 3 reviews are 5 stars - Unknown avg. project cost - Financial Consulting for SaaS Company (5.0/5, Dec 1, 2023): Oak Business Consultant has provided financial consulting services for a SaaS company. The team is tasked with financial statement analysis, investor documentation, financial analysis, and strategic advisory. [Read Full Review](https://clutch.co/go-to-review/oak-business-consultant/253307) - Financial Advising & Planning for Talent Matching Company (5.0/5, Jun 23, 2025): A talent matching company hired Oak Business Consultant to develop a pricing strategy and conduct a full pricing exercise. [Read Full Review](https://clutch.co/go-to-review/oak-business-consultant/384507) - Business Plan & Pitch Deck Dev for Sports Tech Co (5.0/5, Aug 6, 2025): Oak Business Consultant provided business plan development services for a sports technology company. The team conducted industry and market research and created a pro forma and comprehensive business plan. [Read Full Review](https://clutch.co/go-to-review/oak-business-consultant/396008) #### Very responsive Oak Business Consultant is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. #### Completed projects in 5 countries - Canada (1 projects) - Italy (1 projects) - Portugal (1 projects) - United Arab Emirates (2 projects) - United States (5 projects) [View Reviews](https://clutch.co/profile/oak-business-consultant?verified=true#reviews) --- ### [Greenback Expat Tax Services](https://clutch.co/profile/greenback-expat-tax-services) #### 5 out of 5 star rating (2 reviews) - 10 - 49 employees #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description 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. [Visit Website](https://www.greenbacktaxservices.com/?utm_source=clutch&utm_medium=referral&utm_campaign=clutch) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/greenback-expat-tax-services?verified=true#reviews) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/greenback-expat-tax-services?verified=true#reviews) --- ### [Smith Mandel & Associates LLP](https://clutch.co/profile/smith-mandel-associates-llp) #### 4.5 out of 5 star rating (1 reviews) - 10 - 49 employees #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description 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. [Visit Website](http://smithmandelcpa.com/) #### Timely Client feedback indicates a strong sentiment towards the timeliness of Smith Mandel & Associates LLP. One client highlighted their excellence in meeting deadlines, stating, "They’re excellent at meeting deadlines." Additionally, the proactive nature of the team was praised, as they require minimal guidance, reflecting their commitment to timely project management. Overall, the feedback underscores a reliable and punctual service, contributing positively to client satisfaction. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/smith-mandel-associates-llp?verified=true#reviews) ##### Hospitality & leisure Experience Smith Mandel & Associates LLP has received positive feedback from clients in the Hospitality & leisure industry, particularly for their expertise in tax-related services and audit performance. A senior staff accountant at SIXTY Hotels Beverly Hills noted their proactive approach and timely project management, expressing satisfaction with a successful audit that recovered $30,000. Their extensive experience and dependable service make them a strong candidate for businesses seeking reliable financial support in the hospitality sector. - 1 review for hospitality & leisure industry - $200,000 – $999,999 avg. project cost - Tax Accounting Services for Hotel (4.5/5, May 12, 2021): A hotel hired Smith Mandel & Associates LLP to provide tax accounting services. They also did a major audit. [Read Full Review](https://clutch.co/go-to-review/smith-mandel-associates-llp/147434) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/smith-mandel-associates-llp?verified=true#reviews) - $200,000 to $999,999 (1 reviews) --- ### [Stratton Equities](https://clutch.co/profile/stratton-equities) #### 5 out of 5 star rating (1 reviews) - $100,000+ minimum project size - 10 - 49 employees - Montville, NJ #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Financial Advising & Planning #### Company description 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. [Visit Website](https://www.strattonequities.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Exceeds expectations Stratton Equities consistently exceeds client expectations, as highlighted by a review noting the personal touch and attention to detail that made clients feel valued. One client praised the guidance provided throughout the process, even when a deal did not materialize, expressing confidence in pursuing future opportunities with the firm. The proactive communication and accessibility of the team, particularly the owner, further contributed to a positive experience, reinforcing the overall sentiment of satisfaction. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/stratton-equities?verified=true#reviews) ##### Financial services Experience Stratton Equities has garnered positive feedback in the Financial services industry, particularly for their expertise in wealth management and real estate financing. Clients have praised the firm for its personal touch, attention to detail, and strong communication throughout the process. One client highlighted the firm's ability to provide creative financing solutions, reflecting their proactive approach. Overall, the sentiment towards Stratton Equities indicates they are a reliable partner for those seeking tailored financial solutions. - 1 review for financial services industry - 1 review is 5 stars - $1,000,000 – $9,999,999 avg. project cost - Portfolio Expansion for Financial Advisor (5.0/5, Jul 7, 2021): A financial advisor hired Stratton Equities to assist him with adding real estate with passive income as an alternative asset for his portfolio. The vendor's owner earned his trust with 20 years of experience.  [Read Full Review](https://clutch.co/go-to-review/stratton-equities/75149) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/stratton-equities?verified=true#reviews) - $1,000,000 to $9,999,999 (1 reviews) --- ### [WorldWide Local Connect Inc.](https://clutch.co/profile/worldwide-local-connect) #### 5 out of 5 star rating (6 reviews) - $5,000+ minimum project size - $50 - $99 average hourly rate - 10 - 49 employees - Maynard, MA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Financial Advising & Planning - 10% Financial Consulting - 15% Business Consulting - 25% Other Digital Marketing #### Company description 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. [Visit Website](https://worldwidelocalconnect.com) #### Personable Clients consistently highlight the personable nature of WorldWide Local Connect Inc., particularly noting Peter's dedication to understanding their unique business needs. One client emphasized that WWLC's personalized approach fosters a genuine sense of care for their success, stating, 'They make us feel that they care about our business.' This sentiment reflects an overall positive feedback regarding their commitment to building strong client relationships and providing tailored solutions. - Business Financial Consulting for Mental Healthcare Center (5.0/5, Feb 16, 2022): WWLC knows what it takes to create a successful business, and their strong point is their personalized approach to their clients. They make us feel that they care about our business and want us to succeed. Those characteristics are the reason why I would recommend them over other business consultants. Peter is very knowledgeable and takes the time to get to know his clients personally. Additionally, he is very interested in understanding our business and how we want to run it. [Read Full Review](https://clutch.co/go-to-review/worldwide-local-connect/972) #### Experience in 6 industries WorldWide Local Connect Inc. has demonstrated strong expertise across various industries including healthcare, advertising & marketing, food & beverages, and design. Clients in healthcare reported significant revenue growth through tailored financial strategies, while those in advertising noted foundational improvements for scalability. The food & beverage sector experienced enhanced online presence, leading to increased foot traffic. Overall, sentiment across industries is highly positive, highlighting the firm’s personalized approach, effective communication, and strategic insights as key strengths. [Read All Reviews](https://clutch.co/profile/worldwide-local-connect?verified=true#reviews) ##### Other Industry Experience WorldWide Local Connect Inc. demonstrates strong expertise in financial strategy and modeling, as evidenced by their successful collaboration with IonSense, which resulted in a strategic acquisition. Clients commend their project management efficiency, timely deliverables, and ability to create impactful presentations. The firm's commitment to understanding client needs and their ethical approach are also highlighted as significant strengths, making them a valuable partner for businesses in the Other Industry sector seeking growth and investment strategies. - 1 review for other industry industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting & Financial Planning for Tech Company (5.0/5, Sep 16, 2022): 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 acquired. [Read Full Review](https://clutch.co/go-to-review/worldwide-local-connect/158572) ##### Advertising & marketing Experience WorldWide Local Connect Inc. has received highly positive feedback in the Advertising & marketing sector, particularly for their strategic advisory services. Clients commend their expertise, with one emphasizing Peter's extensive experience and consultative approach. The firm is praised for personalized attention, accessibility, and a proactive mindset that fosters growth. Overall, their impactful support and commitment to client success make them a strong candidate for businesses seeking guidance in marketing strategy and operational improvements. - 1 review for advertising & marketing industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Financial Strategy Consulting for Marketing Strategy Firm (5.0/5, Feb 17, 2022): WorldWide Local Connect Inc. is providing financial strategy consulting services for a marketing strategy firm. The goal is to ensure that the client has the needed foundations to scale their business. [Read Full Review](https://clutch.co/go-to-review/worldwide-local-connect/11411) ##### Healthcare Experience WorldWide Local Connect Inc. has received positive feedback from healthcare clients, particularly in financial consulting and strategic growth. A mental health practice owner noted significant improvements in revenue, hiring, and employee benefits since engaging WWLC. Their personalized approach and in-depth financial analysis have fostered trust and collaboration, resulting in accelerated growth. Clients commend their extensive expertise and commitment to client success, making WWLC a strong choice for healthcare businesses seeking to enhance their operational efficiency. - 1 review for healthcare industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Business Financial Consulting for Mental Healthcare Center (5.0/5, Feb 16, 2022): WorldWide Local Connect Inc. provides financial consulting to a mental healthcare center. They first did a complete financial analysis and based on it, they’ve made suggestions to improve the client’s business. [Read Full Review](https://clutch.co/go-to-review/worldwide-local-connect/972) ##### Design Experience WorldWide Local Connect Inc. has received positive feedback for their design expertise, particularly in enhancing website functionality and aesthetics. Clients appreciate their professionalism, effective communication, and ability to deliver well-integrated solutions. Their focus on client satisfaction and demonstrated impact on website traffic indicates a strong capability in the design sector, making them a suitable partner for businesses seeking comprehensive design services. - 1 review for design industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Web Dev for Massage Therapy Company (5.0/5, Jan 31, 2022): A massage therapy company hired Worldwide Local Connect Inc. for web development services. The team provided updates and integration for the platform. [Read Full Review](https://clutch.co/go-to-review/worldwide-local-connect/9876) ##### Consulting Experience WorldWide Local Connect Inc. has received positive feedback for their expertise in consulting, particularly in updating and optimizing client websites. Clients appreciate their in-depth knowledge of current technology and effective project management, characterized by a laid-back yet deadline-oriented approach. The company demonstrates strengths in communication, education, and tailored solutions, resulting in measurable increases in client inquiries. Overall, their patient and professional demeanor makes them a strong candidate for businesses seeking consulting services in the digital landscape. - 1 review for consulting industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Website Development for Data Company (5.0/5, Jan 24, 2022): WorldWide Local Connect Inc. developed a website for a data company. They revitalized and modernized the company’s platform and provided keywords to improve SEO metrics.  [Read Full Review](https://clutch.co/go-to-review/worldwide-local-connect/9329) ##### Food & Beverages Experience Clients in the Food & Beverages industry have praised WorldWide Local Connect Inc. for their exceptional communication, expertise in website design, and impactful marketing solutions. One diner owner reported significant increases in foot traffic and to-go orders following the implementation of a new website and menu design. The company's ability to understand client needs and deliver high-quality work has resulted in positive feedback, making them a strong candidate for businesses seeking effective digital solutions in the Food & Beverages sector. - 1 review for food & beverages industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Web Development for Restaurant (5.0/5, Jan 21, 2022): A restaurant hired WorldWide Local Connect Inc. to develop a website. The team created the client's site and its menu page. [Read Full Review](https://clutch.co/go-to-review/worldwide-local-connect/9163) #### 4.9 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/worldwide-local-connect?verified=true#reviews) - Less than $10,000 (4 reviews) - $10,000 to $49,000 (1 reviews) - $50,000 to $199,999 (1 reviews) #### Completed projects in 5 cities - Burlington, Massachusetts (1 projects) - Gloucester, Massachusetts (1 projects) - Salem, Massachusetts (1 projects) - Maynard, Massachusetts (2 projects) - Westwood, Massachusetts (1 projects) [View Reviews](https://clutch.co/profile/worldwide-local-connect?verified=true#reviews) --- ### [Abacus First Solutions](https://clutch.co/profile/abacus-first-solutions) #### 5 out of 5 star rating (4 reviews) - $1,000+ minimum project size - < $25 average hourly rate - 250 - 999 employees #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Back Office Outsourcing - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 10% Financial Consulting - 10% Business Consulting #### Company description 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. [Visit Website](https://afsbpo.com/) #### Timely Overall, client feedback regarding Abacus First Solutions' timeliness is highly positive. Clients consistently praise their punctuality in delivering reports and responses. For instance, one client highlighted their ability to provide timely monthly P&L statements, while another noted their quick response times via phone, indicating no delays in communication. The sentiment reflects a strong confidence in their ability to meet deadlines and deliver accurate information promptly. - Accounting Services for Restaurant Management Co (5.0/5, Mar 18, 2022): Their scheduling has been really good. They use QuickBooks, and we communicate with them via Zoom, email, and phone calls. I’m able to get results very quickly, especially by phone. The beauty of it is that I can call them and get results quickly — there’s no need to send four emails back and forth. [Read Full Review](https://clutch.co/go-to-review/abacus-first-solutions/2002) - Accounting Services for Cleaning Company (5.0/5, Feb 23, 2022): They’ve been very punctual with their reports, which are accurate because they handle the payments, invoicing, and payroll, so nothing is missing. Project management has been good; I haven’t had any issues with communication and sticking to deadlines. Also, I can reach out to them by phone call every time I need something and get a response the same day. [Read Full Review](https://clutch.co/go-to-review/abacus-first-solutions/1181) - Bookkeeping & Accounting Services for Gourmet Burger Chain (5.0/5, Feb 17, 2022): They are accurate and timely with their monthly P&L Statements. They are very easy to work with and always respond in a timely manner. [Read Full Review](https://clutch.co/go-to-review/abacus-first-solutions/11434) - Accounting Services for IT Services Company (5.0/5, Feb 14, 2022): Their services not only saved us costs but also the production of accurate and timely profit & loss statements has helped in streamlining our pricing structure. They are easy to approach and always timely in their replies. [Read Full Review](https://clutch.co/go-to-review/abacus-first-solutions/11161) #### Experience in 4 industries 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. [Read All Reviews](https://clutch.co/profile/abacus-first-solutions?verified=true#reviews) ##### Food & Beverages Experience Abacus First Solutions has demonstrated significant expertise in the Food & Beverages industry, particularly in accounting and financial analysis for clients like Pure Foods Management. They are praised for streamlining processes, saving clients substantial amounts of money, and providing timely, insightful recommendations. Their effective communication and responsiveness have fostered strong partnerships, especially during challenging periods such as the COVID-19 pandemic. Overall, they are regarded as a valuable asset for businesses seeking financial guidance and operational efficiency. - 1 review for food & beverages industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Restaurant Management Co (5.0/5, Mar 18, 2022): Abacus First Solutions provides accounting and financial services for a restaurant management company. They identify areas of excessive spending and offer recommendations. They also help with P&Ls. [Read Full Review](https://clutch.co/go-to-review/abacus-first-solutions/2002) ##### Utilities Experience Abacus First Solutions has demonstrated significant expertise in the Utilities sector, particularly in delivering reliable accounting and financial management services. Clients have praised their punctuality, accuracy, and effective communication, noting that their consistent performance differentiates them from competitors. This positive feedback highlights Abacus First Solutions' ability to manage complex financial tasks, making them a valuable partner for businesses seeking dependable support in the Utilities industry. - 1 review for utilities industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Cleaning Company (5.0/5, Feb 23, 2022): A cleaning company hired Abacus First Solutions to provide accounting services. Their efforts involve payroll and tax payment management and invoice handling, among other tasks. [Read Full Review](https://clutch.co/go-to-review/abacus-first-solutions/1181) ##### Restaurants Experience Abacus First Solutions has received positive feedback from clients in the Restaurants industry, particularly for their bookkeeping and accounting services. Clients appreciate their accuracy, timeliness, and cost-effectiveness, often noting improved service compared to previous providers. The company is recognized for its strong communication and ease of collaboration, contributing to overall satisfaction. Their expertise in delivering precise financial reports and responsive support positions them as a strong candidate for restaurants seeking reliable accounting solutions. - 1 review for restaurants industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Bookkeeping & Accounting Services for Gourmet Burger Chain (5.0/5, Feb 17, 2022): Abacus First Solutions provides bookkeeping and accounting services for a gourmet burger chain. The work involves providing monthly P&L Statements. [Read Full Review](https://clutch.co/go-to-review/abacus-first-solutions/11434) ##### IT Services Experience Abacus First Solutions demonstrates strong expertise in IT services, particularly in bookkeeping and payroll solutions, as noted by clients who emphasize cost-effectiveness and timely service delivery. Their dedicated team approach fosters effective collaboration, resulting in improved financial management for clients. Overall sentiment reflects high satisfaction, with clients appreciating the accuracy of reports and the responsiveness of the team, making them a viable option for businesses seeking reliable IT service partners. - 1 review for it services industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services for IT Services Company (5.0/5, Feb 14, 2022): Abacus First Solutions provides accounting services for an IT services company. This involves bookkeeping, payroll services, vendor management, cash flow tracking, tax filing, and more. [Read Full Review](https://clutch.co/go-to-review/abacus-first-solutions/11161) #### 4.9 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/abacus-first-solutions?verified=true#reviews) - $10,000 to $49,000 (2 reviews) - $50,000 to $199,999 (1 reviews) #### Completed projects in 3 cities - Washington, District of Columbia (1 projects) - College Park, Maryland (1 projects) - Los Angeles, California (2 projects) [View Reviews](https://clutch.co/profile/abacus-first-solutions?verified=true#reviews) --- ### [Integra Group](https://clutch.co/profile/integra-group) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 50 - 249 employees - Hong Kong, Hong Kong #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Back Office Outsourcing - 25% Finance & Accounting Outsourcing (FAO) - 25% Financial Advising & Planning #### Company description 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. [Visit Website](https://www.integra-group.cn) #### 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 (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/integra-group/16683) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/integra-group?verified=true#reviews) ##### Legal Experience Integra Group has demonstrated significant expertise in the Legal industry by assisting clients with complex compliance and operational challenges, particularly in establishing foreign companies in China. Clients commend their thorough communication and efficient project management, which facilitated the registration of businesses and ongoing financial services. The firm's strengths lie in its comprehensive one-stop services, including company registration and financial advisory, tailored to the needs of foreign investors, making them a commendable choice for businesses seeking legal assistance in international markets. - 1 review for legal industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for IP Consulting Services (5.0/5, Apr 25, 2022): Integra Group provides accounting services for an IP consulting company. They manage the company registration, financial consultations, bank accounts, payroll, and taxes to establish an operation in China.  [Read Full Review](https://clutch.co/go-to-review/integra-group/16683) ##### Energy & natural resources Experience Integra Group has demonstrated strong expertise in the Energy & natural resources sector, particularly in facilitating market entry and company structuring for clients like Oceana Minerals. Their professionalism, efficient communication, and thorough understanding of regional regulations have garnered positive feedback. The company effectively delivered solutions, including tax analysis and ongoing financial services, significantly aiding clients' expansions in Asia. Overall, Integra Group's strengths and client-centric approach make them a suitable partner for businesses in this industry. - 1 review for energy & natural resources industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Company Expansion Consulting for Ocean Resources Company (5.0/5, Apr 1, 2022): Integra Group provides market research, finance, and accounting services for an ocean resources company. They have helped the client enter the Chinese market and are currently handling their financial structure. [Read Full Review](https://clutch.co/go-to-review/integra-group/14860) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/integra-group?verified=true#reviews) - $10,000 to $49,000 (2 reviews) --- ### [Imperial Advisory, CFOs](https://clutch.co/profile/imperial-advisory-cfos) #### 4.8 out of 5 star rating (2 reviews) - 2 - 9 employees - Valley Stream, NY #### Services Provided - Allocation of Expertise by Percentage - 80% Financial Advising & Planning - 10% Financial Consulting - 10% Business Consulting #### Company description 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. [Visit Website](https://www.imperialgrp.com/) #### 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 (5.0/5, Dec 21, 2021): They came with decades of relevant experience to companies like ours. [Read Full Review](https://clutch.co/go-to-review/imperial-advisory-cfos/7345) #### 1 review mentions Financial Advising & Planning Business Consulting for Executive Search Firm 4.5/5 — 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 efforts. - 0 of 1 Financial Advising & Planning reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/imperial-advisory-cfos/241055) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/imperial-advisory-cfos?verified=true#reviews) ##### Chemicals & Biotechnology Experience Clients in the Chemicals & Biotechnology industry praise Imperial Advisory, CFOs for their professionalism, extensive industry knowledge, and ability to deliver high-quality work within deadlines. Their expertise in financial modeling, forecasting, and expense categorization has resulted in measurable project success, with clients reporting exceptional responsiveness and effective communication. Overall, the sentiment is highly positive, indicating that Imperial Advisory is well-suited for businesses in this sector seeking strategic financial guidance. - 1 review for chemicals & biotechnology industry - Unknown avg. project cost - Business Consulting for Executive Search Firm (4.5/5, Oct 14, 2023): 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 efforts. [Read Full Review](https://clutch.co/go-to-review/imperial-advisory-cfos/241055) ##### Advertising & marketing Experience Imperial Advisory, CFOs has garnered positive feedback in the Advertising & marketing industry, noted for its outstanding reputation and expertise. Clients appreciate the firm's quick response and seamless engagement, often delivering high-quality results well ahead of deadlines. The team's decades of relevant experience adds significant value, making them a reliable choice for financial insights. Overall, their professionalism and efficiency position them as a strong fit for businesses seeking guidance in this sector. - 1 review for advertising & marketing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Financial Consultation for Marketing Agency (5.0/5, Dec 21, 2021): A marketing agency collaborated with Imperial Advisory, CFOs for financial consultations. The client needed an outside perspective for their financial items. [Read Full Review](https://clutch.co/go-to-review/imperial-advisory-cfos/7345) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/imperial-advisory-cfos?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Melmac Solutions Limited](https://clutch.co/profile/melmac-solutions) #### 5 out of 5 star rating (6 reviews) - $25,000+ minimum project size - 2 - 9 employees - Finchampstead, England #### Services Provided - Allocation of Expertise by Percentage - 35% Blockchain - 30% Financial Advising & Planning - 35% Cybersecurity #### Company description 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. [Visit Website](https://melmac-solutions.com/) #### 5 reviews mention Financial Advising & Planning Cybersecurity Services for Hardware & Software Company 5.0/5 — 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 other tasks.  - 5 of 5 Financial Advising & Planning reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/melmac-solutions/214712) #### Experience in 5 industries 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. [Read All Reviews](https://clutch.co/profile/melmac-solutions?verified=true#reviews) ##### Software Experience Melmac Solutions Limited has demonstrated strong expertise in cybersecurity within the Software industry, particularly for clients in advanced technology sectors. Their proactive measures resulted in zero cyber attacks for Varjo, enhancing customer trust significantly. Clients highlighted their depth of knowledge, timely delivery, and responsive communication, affirming their value for cost. Overall, Melmac Solutions Limited is well-equipped to address complex software security needs, making them a suitable partner for businesses seeking robust cybersecurity solutions. - 1 review for software industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Cybersecurity Services for Hardware & Software Company (5.0/5, Jul 7, 2023): 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 other tasks.  [Read Full Review](https://clutch.co/go-to-review/melmac-solutions/214712) ##### Retail Experience Melmac Solutions Limited has demonstrated strong expertise in the Retail industry, specifically in enhancing cybersecurity and financial planning. Clients appreciate their tailored approach, which effectively addresses the unique challenges of the sector. One notable review highlighted improved security measures and financial strategies that significantly reduced risks and optimized profitability. Overall, feedback indicates a high level of satisfaction with Melmac's responsiveness and holistic understanding of business needs, making them a valuable partner for Retail enterprises. - 1 review for retail industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Cybersecurity Services for Retail Solutions Firm (5.0/5, Jul 6, 2023): Melmac Solutions Limited conducted a cybersecurity assessment and support for a retail solutions firm. The team was also tasked with providing financial investment strategies to maximize profitability. [Read Full Review](https://clutch.co/go-to-review/melmac-solutions/214367) ##### Financial services Experience Melmac Solutions Limited has received positive feedback from clients in the Financial Services industry, highlighting their expertise in blockchain technology and cybersecurity. Clients commend their ability to streamline financial planning processes, enhance security measures, and deliver customized solutions that align with specific business goals. The company's strong project management and communication skills further contribute to successful outcomes, making them a reliable partner for organizations seeking to optimize financial strategies while ensuring data integrity. - 2 reviews for financial services industry - 2 reviews are 5 stars - $50,000 – $199,999 avg. project cost - Cybersecurity & Strategy Dev for Wealth & Asset Mgmt Company (5.0/5, Jul 5, 2023): A wealth and asset management company hired Melmac Solutions Limited for cybersecurity and financial strategy optimization. They revamped strategies and recommended cybersecurity improvements.  [Read Full Review](https://clutch.co/go-to-review/melmac-solutions/213985) - Blockchain & Cybersecurity Services for Financial Services Co (5.0/5, Jul 5, 2023): Melmac Solutions Limited designed, developed, and implemented blockchain technology for a financial services company. They also provided cybersecurity services to ensure financial data integrity and security. [Read Full Review](https://clutch.co/go-to-review/melmac-solutions/214136) ##### Healthcare Experience Melmac Solutions Limited has received positive feedback from clients in the Healthcare industry, particularly for their expertise in financial planning and cybersecurity. Their work with the Warwickshire Integrated Care Board resulted in improved financial efficiency and enhanced data protection. Clients noted their exceptional project management, timely deliveries, and proactive communication. Their tailored solutions reflect a deep understanding of industry challenges, making them a commendable choice for healthcare organizations seeking reliable and effective support. - 1 review for healthcare industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Cybersecurity for Health & Care Services Orgnization (5.0/5, Jul 5, 2023): Melmac Solutions Limited developed and implemented financial planning processes for a health and care services organization. The team also designed a cybersecurity framework to safeguard sensitive patient data. [Read Full Review](https://clutch.co/go-to-review/melmac-solutions/214000) ##### IT Services Experience Melmac Solutions Limited has garnered positive feedback in the IT Services industry, particularly for their expertise in blockchain development. Clients commend their responsiveness, exceptional project management, and ability to deliver tailored solutions that enhance operational efficiency. The measurable outcomes, such as significant cost reductions and improved supply chain transparency, highlight their impactful contributions. Overall, potential clients can expect a reliable partner with a strong reputation for quality and value in IT services. - 1 review for it services industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Blockchain Development for IT Services Company (5.0/5, Jul 5, 2023): An IT services firm tapped Melmac Solutions Limited to build a blockchain solution to streamline their supply chain operations. The tasks included smart contracts development, UI/UX design, and QA testing. [Read Full Review](https://clutch.co/go-to-review/melmac-solutions/213954) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/melmac-solutions?verified=true#reviews) - $50,000 to $199,999 (6 reviews) #### Completed projects in 5 countries - Canada (1 projects) - Finland (1 projects) - Hong Kong (1 projects) - India (1 projects) - Japan (1 projects) [View Reviews](https://clutch.co/profile/melmac-solutions?verified=true#reviews) --- ### [BEAN COUNTER](https://clutch.co/profile/bean-counter) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Palm Springs, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description 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. [Visit Website](https://beanc.com/) #### Trustworthy Clients regard Bean Counter Bookkeeping LLC as a trustworthy partner, highlighting their commitment to client interests and fair pricing. One client noted their dedication, stating, 'Trust them; they’ll commit to your interests.' Additionally, the consistent and timely management of tax documents further reinforces their reliability. Overall, the sentiment conveyed in reviews indicates a strong trust in their expertise and communication. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/bean-counter?verified=true#reviews) ##### Other Industry Experience Bean Counter Bookkeeping LLC has received positive feedback from clients in the Other Industry, highlighting their expertise in accounting and bookkeeping, particularly in specialized areas such as cannabis and federal tax laws. Clients appreciate their dedication, fair pricing, and excellent project management, noting timely communication and a commitment to their interests. Their capacity to reduce costs further enhances their value. However, some clients suggest that expanding their staff could improve service delivery. Overall, they are well-regarded for their professionalism and client-focused approach. - 1 review for other industry industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for International Trade & Dev Company (5.0/5, Dec 10, 2021): An international trade and development company hired Bean Counter Bookkeeping LLC to provide accounting services. They manage the clients bookkeeping tasks regarding California's and federal's cannabis tax laws. [Read Full Review](https://clutch.co/go-to-review/bean-counter/87651) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/bean-counter?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Takeoff Advising](https://clutch.co/profile/takeoff-advising) #### 5 out of 5 star rating (1 reviews) - $50 - $99 average hourly rate - 2 - 9 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 40% Financial Advising & Planning - 50% Graphic Design - 10% Web Design #### Company description 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. [Visit Website](https://takeoffadvising.com/) #### Great project management Clients have consistently praised Takeoff Advising for their exceptional project management skills, highlighting their ability to complete tasks on time with minimal oversight. One client noted that the project management was solid, with a focus on weekly task completion without the need for follow-up. Overall, the sentiment reflects a high level of satisfaction with Takeoff Advising's organizational efficiency and responsiveness to client needs. #### 1 review mentions Financial Advising & Planning Financial Consulting Services for Real Estate Services Firm 5.0/5 — Takeoff Advising provides financial consulting services for a real estate services firm. The team is also tasked with financial planning, graphic design, and bookkeeping. - 1 of 1 Financial Advising & Planning reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/takeoff-advising/194118) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/takeoff-advising?verified=true#reviews) ##### Real estate Experience Takeoff Advising has received positive feedback from clients in the real estate industry, highlighting their expertise in financial consulting and tailored services. Clients appreciate their solid project management, timely deliverables, and ability to cut costs by outsourcing to specialists. The overall sentiment is favorable, indicating that potential clients can expect effective communication and a strong focus on meeting objectives, making Takeoff Advising a suitable choice for real estate projects. - 1 review for real estate industry - 1 review is 5 stars - Unknown avg. project cost - Financial Consulting Services for Real Estate Services Firm (5.0/5, Apr 12, 2023): 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 Full Review](https://clutch.co/go-to-review/takeoff-advising/194118) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/takeoff-advising?verified=true#reviews) --- ### [Celeste Business Advisors LLP](https://clutch.co/profile/celeste-business-advisors-llp) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $25 - $49 average hourly rate - 2 - 9 employees - Mumbai, India #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 15% Finance & Accounting Outsourcing (FAO) - 55% Financial Advising & Planning - 10% Financial Consulting - 10% Business Consulting #### Company description 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. [Visit Website](http://www.celesteadvisory.com) #### Great project management Clients have consistently praised Celeste Business Advisors for their exemplary project management. One client noted that all deliverables were completed on time and often exceeded expectations, highlighting the development of essential documents that were previously unanticipated. The responsiveness and supportive nature of the team, particularly the project manager, were also commended, with clients feeling well-guided in their decision-making processes. Overall, the sentiment reflects a strong satisfaction with the company's project management capabilities. #### 1 review mentions Financial Advising & Planning Accounting Services for Education & Coaching Company 5.0/5 — 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. - 1 of 1 Financial Advising & Planning reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/celeste-business-advisors-llp/194058) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/celeste-business-advisors-llp?verified=true#reviews) ##### Advertising & marketing Experience Celeste Business Advisors LLP has garnered positive feedback from clients in the Advertising & marketing sector, praising their expertise in financial planning and analysis. Clients highlighted the firm’s ability to deliver comprehensive solutions that exceeded expectations, showcasing their strengths in strategic support and responsiveness. The professional and caring demeanor of their team, particularly Divyesh, enhances collaboration and fosters a positive working relationship. Overall, Celeste Business Advisors is well-suited for businesses seeking thorough financial guidance and impactful marketing strategies. - 1 review for advertising & marketing industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Education & Coaching Company (5.0/5, Apr 11, 2023): 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 Full Review](https://clutch.co/go-to-review/celeste-business-advisors-llp/194058) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/celeste-business-advisors-llp?verified=true#reviews) --- ### [CGO Finance sp. z o.o.](https://clutch.co/profile/cgo-finance-sp-z-oo) #### 5 out of 5 star rating (9 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 10 - 49 employees - Warszawa, Poland #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 10% Financial Advising & Planning - 10% Tax Law #### Company description 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. [Visit Website](https://cgofinance.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Knowledgeable Clients consistently commend CGO Finance sp. z o.o. for their extensive knowledge and expertise in accounting and legal services. One client noted their 'great knowledge' and 'very good outlook and advice,' while another highlighted the team's ability to 'explain everything' during consultations. Their fluency in English and understanding of local challenges further enhance their reputation. Overall, the sentiment reflects a strong trust in CGO Finance's capabilities, positioning them as a competent partner for business operations in Poland. - Accounting Services for Consulting Company (5.0/5, Mar 25, 2023): They speak fluently english and help a lot with the translation and explanation of polish administration. They give me also advices and listen to my needs. They know their job very well and they understand the challenges. They combine international culture with strongly local knowledge. [Read Full Review](https://clutch.co/go-to-review/cgo-finance-sp-z-oo/189996) - Accounting & Payroll Services for Interior Design Company (5.0/5, Mar 15, 2023): We're impressed with their great knowledge and the owner's general oversight, with a very good outlook and advice to offer. [Read Full Review](https://clutch.co/go-to-review/cgo-finance-sp-z-oo/187300) #### 2 reviews mention Financial Advising & Planning Accounting Services for IT Services Company 5.0/5 — CGO Finance sp. z o.o. provides ongoing accounting services for an IT services company. The team is responsible for tax filings, bookkeeping, and other daily accounting tasks. - 2 of 2 Financial Advising & Planning reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/cgo-finance-sp-z-oo/193731) #### Experience in 6 industries 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. [Read All Reviews](https://clutch.co/profile/cgo-finance-sp-z-oo?verified=true#reviews) ##### Education Experience CGO Finance sp. z o.o. has received positive feedback from clients in the Education industry, particularly for their expertise in financial setup and support services for EdTech platforms. One client emphasized their effective communication, swift execution of tasks, and alignment with company values. The firm demonstrated a commitment to client success by involving key personnel throughout the process, ensuring all deliverables were met promptly. Overall, they are regarded as a valuable partner for educational enterprises seeking reliable financial solutions. - 1 review for education industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for EdTech Company (5.0/5, Feb 3, 2025): CGO Finance sp. z o.o. provided accounting services for an educational technology company. Their tasks included setting up accounting books, opening a bank account, and registering the client as a VAT payer. [Read Full Review](https://clutch.co/go-to-review/cgo-finance-sp-z-oo/348773) ##### IT Services Experience CGO Finance sp. z o.o. has garnered positive feedback for its expertise in accounting services, with clients highlighting their reliability, timely delivery, and professional approach. The company has effectively supported businesses in managing their financial positioning and tax obligations, ensuring smooth operations across different time zones. Clients appreciate CGO Finance's organizational skills and responsiveness, deeming them a strong fit for companies seeking proficient IT and financial services. - 2 reviews for it services industry - 2 reviews are 5 stars - $1,000,000 – $9,999,999 avg. project cost - Accounting Services for Mobile App Development Company (5.0/5, Dec 6, 2022): CGO Finance sp. z o.o. provides accounting services for a mobile app development company's European branch. The team focuses on bookkeeping, taxes, and monthly financial statement. [Read Full Review](https://clutch.co/go-to-review/cgo-finance-sp-z-oo/170476) - Accounting Services for Software Development Company (5.0/5, Mar 31, 2023): CGO Finance sp. z o.o. provides ongoing accounting and reporting services for a software development company. [Read Full Review](https://clutch.co/go-to-review/cgo-finance-sp-z-oo/191592) ##### Consulting Experience CGO Finance sp. z o.o. is recognized for its expertise in providing comprehensive consulting services related to legal and accounting needs, particularly for businesses in Poland. Clients highlight their timely and efficient handling of VAT registration and other essential administrative tasks, along with excellent communication and accessibility. Their ability to combine local knowledge with international standards makes them a reliable partner for businesses seeking to navigate the complexities of establishing and running a business in Poland. - 1 review for consulting industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Consulting Company (5.0/5, Mar 25, 2023): CGO Finance sp. z o.o. provides accounting services for a consulting firm. The team is also responsible for the client's VAT registration, legal setup in Poland, and monthly tax calculations. [Read Full Review](https://clutch.co/go-to-review/cgo-finance-sp-z-oo/189996) ##### Construction Experience CGO Finance sp. z o.o. has demonstrated expertise in managing financial aspects crucial for the Construction industry, notably in VAT registration and project profitability tracking. Their thorough accounting and timely submissions have garnered positive client feedback, highlighting their strong project management and proactive communication. Clients appreciate the owner's oversight and valuable advice, indicating a strong fit for businesses seeking reliable financial management in construction projects. - 1 review for construction industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & Payroll Services for Interior Design Company (5.0/5, Mar 15, 2023): CGO Finance sp. z o.o. provides HR, accounting, and payroll services to an interior design firm. They handle the client's VAT registration, manage monthly tax settlements, and monitor project profitability. [Read Full Review](https://clutch.co/go-to-review/cgo-finance-sp-z-oo/187300) ##### Business services Experience CGO Finance sp. z o.o. has received positive feedback for their expertise in accounting, payroll, and legal services, particularly within the real estate sector. Clients appreciate their timely completion of financial statements and ongoing support, highlighting their exceptional communication and commitment to projects. The firm’s ability to manage complex tasks efficiently has reinforced client satisfaction. Overall, CGO Finance is positioned as a reliable partner for businesses seeking comprehensive financial and administrative solutions. - 1 review for business services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Real Estate Company (5.0/5, Feb 15, 2023): CGO Finance sp. z o.o. provides accounting for a real estate company. They prepare accounting reports and tax filings monthly. They also complete documents, administer payrolls, and draw-up contracts. [Read Full Review](https://clutch.co/go-to-review/cgo-finance-sp-z-oo/181033) ##### Gaming Experience CGO Finance sp. z o.o. has garnered positive feedback from clients in the Gaming industry, specifically highlighting their expertise in accounting for gaming businesses. A client from FP GLOBAL praised their comprehensive understanding of industry-specific challenges, professionalism, and reliability in managing financial tasks. The ongoing partnership has provided peace of mind, enabling the client to focus on their core business. Overall, CGO Finance is recognized as a strong fit for companies seeking dedicated accounting support in the Gaming sector. - 1 review for gaming industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Game Dev Company (5.0/5, Dec 21, 2022): CGO Finance sp. z o.o. provides bookkeeping services and annual tax filing for a game development company. They have researched the client's data, set up ledgers, and prepared monthly accounting reports. [Read Full Review](https://clutch.co/go-to-review/cgo-finance-sp-z-oo/172883) #### 4.9 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/cgo-finance-sp-z-oo?verified=true#reviews) - $10,000 to $49,000 (2 reviews) - Less than $10,000 (1 reviews) - $1,000,000 to $9,999,999 (1 reviews) --- ### [Livvity](https://clutch.co/profile/livvity) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Al Batayih, United Arab Emirates #### Services Provided - Allocation of Expertise by Percentage - 50% Corporate Training & Coaching - 40% Financial Advising & Planning - 10% Business Consulting #### Company description 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. [Visit Website](http://www.livvity.coach/) #### Positive attitude The feedback regarding Livvity's positive attitude is overwhelmingly favorable. Clients highlighted their 'close working, positivity, and understanding' as particularly impressive. One client noted that the team-building event organized by Livvity fostered better morale and collaboration among team members. The overall sentiment reflects a strong appreciation for Livvity's proactive and supportive approach, with no identified areas for improvement, indicating a high level of client satisfaction. --- ### [Gondaliya CPA - AFFORDABLE Corporate Tax Expert](https://clutch.co/profile/gondaliya-cpa-affordable-corporate-tax-expert) #### 5 out of 5 star rating (5 reviews) - $1,000+ minimum project size - < $25 average hourly rate - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description 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. [Visit Website](http://gondaliyacpa.ca/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Professional Clients consistently praise Gondaliya CPA for their professionalism and expertise. Feedback highlights their deep tax knowledge, timely delivery, and excellent project management. One client noted, "Their knowledgeable team handled my corporate tax filing and tax planning smoothly," while another emphasized their "great communication, fair pricing, and expert CPA guidance." Overall, the sentiment reflects a strong appreciation for their professional approach, with minor suggestions for improvement regarding document review speed during peak seasons. #### 1 review mentions Financial Advising & Planning Tax Preparation & Planning Services for Small Business 5.0/5 — 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 client's needs. - 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 [Read Full Review](https://clutch.co/go-to-review/gondaliya-cpa-affordable-corporate-tax-expert/412757) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/gondaliya-cpa-affordable-corporate-tax-expert?verified=true#reviews) ##### Business services Experience Gondaliya CPA has received high praise for their expertise in corporate tax services, particularly in managing year-end filings and providing tax planning advice. Clients commend their professionalism, timely delivery, and excellent project management. The firm’s deep tax knowledge and affordable pricing distinguish them in the business services industry. Overall, clients report a smooth and supportive experience, making Gondaliya CPA a strong contender for businesses seeking reliable accounting firms. - 1 review for business services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for IT Consulting & Software Dev Co (5.0/5, Oct 15, 2025): Gondaliya CPA - AFFORDABLE Corporate Tax Expert provided accounting services for an IT consulting and software development company. The team prepared financial statements and filed corporate tax returns.  [Read Full Review](https://clutch.co/go-to-review/gondaliya-cpa-affordable-corporate-tax-expert/413681) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/gondaliya-cpa-affordable-corporate-tax-expert?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Muia Consulting](https://clutch.co/profile/muia-consulting) #### 5 out of 5 star rating (2 reviews) - 2 - 9 employees - Vaughan, Canada #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 20% Financial Advising & Planning - 20% Financial Consulting - 10% Business Consulting #### Company description 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. [Visit Website](https://www.muiaconsulting.com/) #### Puts the customer first Muia Consulting demonstrates a strong customer-first approach, as evidenced by their commitment to client satisfaction and integration into client teams. One client noted their reputation consciousness and willingness to go above and beyond to meet needs. Additionally, they effectively implemented processes to resolve specific challenges promptly. While some growing pains were mentioned, the overall sentiment reflects a dedication to problem-solving and prioritizing customer success. - Accounting Services for Health & Wellness E-Commerce Store (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/muia-consulting/9586) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/muia-consulting?verified=true#reviews) ##### Restaurants Experience Muia Consulting has received positive feedback from clients in the Restaurants industry, highlighting their professionalism and expertise. One client, the CEO of a culinary company, praised their efficiency and organizational skills in streamlining business operations following a previous vendor issue. The firm's ability to adapt to client needs and maintain effective communication through cloud-based tools has further reinforced their value, making them a strong candidate for businesses seeking reliable consulting services in the Restaurants sector. - 1 review for restaurants industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Culinary Studio (5.0/5, Jan 28, 2022): Muia Consulting has been providing accounting services for a culinary studio. They've organized a company structure discussion to create a plan to keep the business books and system organized.  [Read Full Review](https://clutch.co/go-to-review/muia-consulting/9706) ##### Wellness & Fitness Experience Muia Consulting demonstrates strong expertise in the Wellness & Fitness industry, particularly in financial management and operational support. Clients commend their ability to implement effective processes swiftly, enhancing financial visibility and decision-making. The firm is recognized for its proactive communication and commitment to client satisfaction, fostering a collaborative partnership. Overall sentiment is positive, highlighting Muia Consulting as a reliable choice for businesses seeking to improve their financial operations within the Wellness & Fitness sector. - 1 review for wellness & fitness industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Health & Wellness E-Commerce Store (5.0/5, Jan 25, 2022): Muia Consulting provided accounting services for a health and wellness e-commerce store. The team managed bookkeeping, accounts payable, and cash flows in Quickbooks.  [Read Full Review](https://clutch.co/go-to-review/muia-consulting/9586) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/muia-consulting?verified=true#reviews) - Less than $10,000 (1 reviews) - $10,000 to $49,000 (1 reviews) --- ### [Fxtriangle](https://clutch.co/profile/fxtriangle-0) #### 4.8 out of 5 star rating (2 reviews) - $5,000+ minimum project size - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 10% Commercial Financing - 50% Financial Advising & Planning - 15% Funding & Investment - 15% Insurance Services & Brokers - 10% IT Strategy Consulting #### Company description 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. [Visit Website](https://fxtriangle.com/) #### Great team Clients have expressed a strong sentiment regarding Fxtriangle's team, highlighting their quality support and dedication. One reviewer noted the company's impressive coordination and effective workflow, stating, 'the coordination has been very good.' Another emphasized the team's commitment, mentioning, 'they have quality support staff and dedicated team members.' Overall, the feedback underscores a positive experience with the team's professionalism and reliability, despite some concerns about turnaround times. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/fxtriangle-0?verified=true#reviews) ##### Financial services Experience Fxtriangle has garnered positive feedback in the Financial services industry for their exceptional quality in developing trading software. Clients commend their commitment to project timelines and effective communication, especially in ongoing deployments. The team's expertise and support are frequently highlighted as strengths. While their pricing is considered high, the overall sentiment reflects satisfaction with the results, indicating that Fxtriangle is a strong candidate for businesses seeking reliable financial technology solutions. - 1 review for financial services industry - $10,000 – $49,000 avg. project cost - Custom Software Development for Financial Services Company (4.5/5, Dec 13, 2022): Fxtriangle helps a financial services company develop trading software. The team handles the entire process, including beta and alpha testing, issue identification, and product deployment.  [Read Full Review](https://clutch.co/go-to-review/fxtriangle-0/171716) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/fxtriangle-0?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Ambit Tax & Accounting](https://clutch.co/profile/ambit-tax-accounting) #### 4.8 out of 5 star rating (3 reviews) - $1,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees #### Services Provided - Allocation of Expertise by Percentage - 70% Accounting - 30% Financial Advising & Planning #### Company description 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. [Visit Website](https://www.ambitkpo.com/) #### Timely Clients have consistently praised Ambit Tax & Accounting for their timely delivery and effective project management. One client noted, 'They always deliver tasks on time' and highlighted their immediate responsiveness through various communication channels. This reliability has positively impacted their operations, with one client stating, 'Their work is accurate, and they’ve met all our expectations so far.' Overall, the sentiment regarding timeliness is highly favorable, indicating a strong commitment to meeting deadlines. - Bookkeeping Services for Business Consulting Company (5.0/5, Nov 27, 2022): They're very good at project management — they always deliver tasks on time. Moreover, they respond to us instantly whenever we reach out to them through WhatsApp or phone calls. We also use email, Zoom, Telegram, and Slack for communication. [Read Full Review](https://clutch.co/go-to-review/ambit-tax-accounting/169018) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/ambit-tax-accounting?verified=true#reviews) ##### Consulting Experience Ambit Tax & Accounting has received positive feedback from clients in the Consulting industry, particularly for their bookkeeping services. Clients highlight the company's responsiveness, project management skills, and the high caliber of their staff. This has resulted in increased revenue and consistent task delivery. Overall, clients express satisfaction with Ambit’s expertise and recommend establishing a single point of contact for effective communication, indicating a strong alignment for businesses seeking reliable consulting support. - 1 review for consulting industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Bookkeeping Services for Business Consulting Company (5.0/5, Nov 27, 2022): Ambit KPO Services acts as an outsourced accounting partner for a business consulting company. The team’s task mainly involves providing bookkeeping services for third-party clients. [Read Full Review](https://clutch.co/go-to-review/ambit-tax-accounting/169018) ##### Business services Experience Ambit Tax & Accounting is highly regarded for its adaptability and client-centric approach in the business services sector. Clients appreciate their flexibility in billing and willingness to learn specific processes, which fosters strong long-term relationships. Their expertise in backend bookkeeping and tax services has proven beneficial, allowing clients to focus on core operations. Effective communication and a commitment to meeting tight deadlines further enhance their reputation, making them a suitable choice for businesses seeking reliable accounting support. - 1 review for business services industry - Less than $10,000 avg. project cost - Outsourced Bookkeeping Support for CPA Firm (4.5/5, Oct 18, 2022): Ambit KPO Services provides bookkeeping, tax preparation, and tax management services for a CPA firm on an ongoing basis. [Read Full Review](https://clutch.co/go-to-review/ambit-tax-accounting/162961) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/ambit-tax-accounting?verified=true#reviews) - Less than $10,000 (1 reviews) - $50,000 to $199,999 (1 reviews) --- ### [BBNC](https://clutch.co/profile/bbnc) #### 4.9 out of 5 star rating (9 reviews) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - Bengaluru, India #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 10% Corporate Law - 10% Financial Advising & Planning - 10% Intellectual Property Law - 10% Labor & Employment Law - 20% Tax Law #### Company description 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. [Visit Website](https://bbnc.in/) #### Communicative Clients have expressed high satisfaction with BBNC's communication, highlighting their 'fabulous' communication skills and 'timely response' to queries. One client noted the onboarding process was 'very professional,' while another appreciated the team's ability to thoroughly address and resolve difficulties. Overall, feedback indicates that BBNC excels in maintaining clear and effective communication throughout the project lifecycle, contributing significantly to client satisfaction. - B2C Accounting Services for Freelance Senior Accountant (5.0/5, Jul 14, 2021): Onboarding was very professional and the communication skills are fabulous. [Read Full Review](https://clutch.co/go-to-review/bbnc/81576) - Accounting & Compliance Services for Recruitment Firm (5.0/5, Jul 7, 2021): We are extremely happy with their communication skills and allowed the team to us. [Read Full Review](https://clutch.co/go-to-review/bbnc/75476) #### Experience in 6 industries 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. [Read All Reviews](https://clutch.co/profile/bbnc?verified=true#reviews) ##### Financial services Experience BBNC receives positive feedback from clients in the Financial services industry, highlighting their expertise in taxation and bookkeeping. Clients commend their swift resolution of complex tax issues and efficient bookkeeping services, often noting their responsiveness and deep knowledge of financial regulations. The firm's transparent billing practices and professional communication further enhance client satisfaction, making BBNC a strong candidate for businesses seeking reliable financial management solutions. - 2 reviews for financial services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - B2C Accounting Services for Freelance Senior Accountant (5.0/5, Jul 14, 2021): A freelance senior accountant collaborated with BBNC for accounting services. The team was tasked with fixing the hefty income tax issue in INR of the partner’s end client. [Read Full Review](https://clutch.co/go-to-review/bbnc/81576) - Bookkeeping & Accounting for Financial Services Company (4.5/5, May 10, 2021): A financial services company hired BBNC to provide outsourced accounting and bookkeeping services. [Read Full Review](https://clutch.co/go-to-review/bbnc/144594) ##### IT Services Experience BBNC demonstrates notable expertise in accounting and compliance services within the IT sector, with clients praising their transparent billing structure and cost-effectiveness. Their team is described as experienced, knowledgeable, and timely in delivering reports, contributing positively to project management. Overall sentiment reflects high satisfaction, indicating that BBNC is a strong fit for businesses seeking reliable IT services in financial management. - 1 review for it services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting & Compliance Services for IT Company (5.0/5, Jul 13, 2021): BBNC offers end-to-end accounting services for an IT company. They were selected for their vast experience in accounting and compliance. [Read Full Review](https://clutch.co/go-to-review/bbnc/80157) ##### Human Resources Experience BBNC has received positive feedback in the Human Resources sector, particularly regarding their expertise in compliance and team management. Clients commend their thorough approach to understanding challenges and delivering timely solutions, highlighting effective communication and teamwork. The firm's ability to exceed project timelines and provide detailed billing further enhances their reputation. Overall, their commitment to client satisfaction and operational excellence positions them as a strong candidate for businesses seeking HR support. - 1 review for human resources industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting & Compliance Services for Recruitment Firm (5.0/5, Jul 7, 2021): BBNC provided accounting and compliance services for a recruitment firm. They were selected for this project because of their proven track record. [Read Full Review](https://clutch.co/go-to-review/bbnc/75476) ##### Other Industry Experience BBNC has received positive feedback from clients in the Other Industry sector, highlighting their expertise in legal and accounting services. Clients appreciate their professionalism, responsiveness, and ability to facilitate initial business setups. The impact on clients is significant, as evidenced by their role in establishing legal entities and providing ongoing support. However, some clients suggest that BBNC could enhance their offerings by introducing additional services, such as banking connections. Overall, BBNC appears to be a strong contender for businesses seeking reliable support in the Other Industry. - 1 review for other industry industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & Bookkeeping Services for Photography Platform (5.0/5, May 13, 2021): BBNC provides tax registration and bookkeeping for a photography platform. The team also drafts legal agreements, such as their client’s privacy policy. [Read Full Review](https://clutch.co/go-to-review/bbnc/147773) ##### Real estate Experience BBNC has demonstrated substantial expertise in the real estate sector, particularly in ITR and Labour Consultancy Services. Clients have highlighted their professionalism, in-depth knowledge, and seamless service delivery, even during challenging times such as the pandemic. The company's effective communication and timely project management have resulted in high client satisfaction, making them a strong candidate for businesses seeking reliable consultancy services in the real estate industry. - 1 review for real estate industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Taxation & Legal Services for Real Estate (5.0/5, May 12, 2021): BBNC provided taxation and legal services for a real estate company. They helped the client with their ITR filing and provided them advice about legal labor services. [Read Full Review](https://clutch.co/go-to-review/bbnc/146969) ##### Construction Experience BBNC is recognized for its comprehensive compliance solutions tailored for the Construction industry. Clients highlight their expertise in navigating legal and regulatory requirements, facilitated by a professional and responsive team. The company's clear billing structure and timely project completion further strengthen its reputation. Overall, BBNC's ability to provide a single-source solution for diverse compliance needs makes it a strong candidate for businesses in the Construction sector seeking reliable support. - 1 review for construction industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Construction Company (5.0/5, May 7, 2021): To comply with the requirements in the corporate sector, a construction company hired BBNC to provide accounting services.  [Read Full Review](https://clutch.co/go-to-review/bbnc/143010) #### 4.9 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/bbnc?verified=true#reviews) - Less than $10,000 (5 reviews) --- ### [Sensiba LLP](https://clutch.co/profile/sensiba-llp) #### 5 out of 5 star rating (10 reviews) - 250 - 999 employees - San Ramon, CA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 10% Compliance Consulting - 15% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 10% Financial Consulting - 20% Cybersecurity - 10% Business Consulting #### Company description 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. [Visit Website](https://sensiba.com/?utm_source=google&utm_medium=organic&utm_campaign=clutch.co) #### Exceptional performance Sensiba LLP received exceptional feedback for their professionalism, expertise, and commitment during the SOC2 and ISO27001 audit process. The client, a Director of Engineering at MPAC, highlighted the auditors' thoroughness and attention to detail, which ensured compliance with high certification standards. The overall sentiment is overwhelmingly positive, with no suggested areas for improvement, emphasizing the seamless and efficient support provided throughout the engagement. - Auditing Services for Property Assessment Co (5.0/5, Jun 25, 2025): From beginning to end, their team exhibited outstanding professionalism, deep expertise, and unwavering commitment. The auditors were exceptionally thorough and detail-oriented, ensuring our systems and processes met the highest standards for certification. Their insightful guidance and consistent support made the entire process seamless and efficient. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/385128) #### Experience in 5 industries Sensiba LLP has demonstrated extensive expertise in various sectors, including Information Technology, Financial Services, and Telecommunications. Feedback highlights their strengths in managing compliance audits for SOC 1, SOC 2, and ISO 27001, showcasing professionalism and effective communication. Clients consistently noted their thoroughness, timely deliveries, and the ability to align with company values. Overall sentiment is positive across industries, indicating Sensiba LLP's strong capability as a partner for compliance and security projects. [Read All Reviews](https://clutch.co/profile/sensiba-llp?verified=true#reviews) ##### Consulting Experience Sensiba LLP has garnered positive feedback in the Consulting industry, particularly for its expertise in IT auditing, including ISO 27001 and SOC 2 audits. Clients commend their professionalism, timely project management, and effective communication, which led to successful audit outcomes and enhanced security. Their strong service quality positions them as a reliable partner for businesses seeking comprehensive consulting support. - 1 review for consulting industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity & IT Consulting for IT Auditing Company (5.0/5, Jul 9, 2025): Sensiba LLP provided ISO 27001 and SOC 2 audit services for an IT auditing company. The team delivered certification reports. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/388756) ##### Other Industry Experience Sensiba LLP has demonstrated exceptional expertise in the Other Industry, specifically in property assessment, by successfully delivering SOC2 and ISO27001 audits. Clients commend their outstanding professionalism, deep knowledge, and thorough approach, which led to seamless certification processes. Their commitment to meeting client needs and providing insightful guidance reinforces their strong reputation. Overall, Sensiba LLP is well-regarded in the Other Industry, making them a suitable choice for businesses seeking reliable auditing and compliance services. - 1 review for other industry industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Auditing Services for Property Assessment Co (5.0/5, Jun 25, 2025): Sensiba LLP was hired to provide auditing and consulting services for a property assessment company. The team conducted an SOC 2 and ISO 27001 audit. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/385128) ##### Human Resources Experience Sensiba LLP has received positive feedback in the Human Resources sector, particularly for their expertise in completing SOC 1 and SOC 2 Type 2 certifications. Clients have highlighted their reliable project management, professional communication, and alignment of company values as key strengths. The overall sentiment is highly favorable, indicating that Sensiba LLP's commitment to quality and client satisfaction makes them a suitable partner for projects in the Human Resources industry. - 1 review for human resources industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Compliance Consulting for Payroll Software Company (5.0/5, Jun 25, 2025): Sensiba LLP provided compliance consulting services for a payroll software company. The team conducted SOC 2 Type 2 and SOC 1 Type 2 audits and created reports. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/384956) ##### IT Services Experience Sensiba LLP has garnered positive feedback for its expertise in IT services, particularly in facilitating SOC 2 Type II and GDPR audits. Clients commend their responsiveness and effective communication despite geographical challenges. The team's professionalism and knowledge across various domains are highlighted as key strengths, contributing to timely project delivery and successful certification outcomes. Overall, Sensiba LLP is positioned as a reliable partner for organizations seeking compliance and security solutions in the IT services sector. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity for AI Platform Service Provider (5.0/5, Jun 25, 2025): Sensiba LLP provided cybersecurity services for an AI platform service provider. The team conducted an audit to help the client obtain SOC 2 Type II certification and undergo a GDPR readiness audit. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/384914) ##### Information technology Experience Sensiba LLP has received positive feedback from clients in the Information Technology sector, particularly for their expertise in achieving HIPAA and SOC2 compliance. Clients appreciate their responsive communication and collaborative approach, which fosters a strong partnership. The successful issuance of compliance reports underscores their effectiveness, making them a reliable choice for businesses seeking compliance solutions in the IT industry. - 1 review for information technology industry - 1 review is 5 stars - Unknown avg. project cost - Compliance Consulting for IT Company (5.0/5, Jun 18, 2025): Sensiba LLP worked with an IT company to help them achieve HIPAA and SOC2 compliance and certification for an end client. This involved auditing the end client's environment. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/383138) ##### Advertising & marketing Experience Sensiba LLP has received positive feedback for their expertise and effectiveness in the Advertising & marketing industry, demonstrating a strong cultural fit and providing excellent value for cost. Clients appreciate their extensive knowledge and commitment to understanding specific business nuances, which enhances project success. The firm's ability to deliver on time and respond to client needs effectively positions them as a strong candidate for potential clients seeking reliable partners in this sector. - 1 review for advertising & marketing industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity for Digital Solutions Company (5.0/5, May 30, 2025): Sensiba LLP provided cybersecurity services for a digital solutions company. Their work focused on conducting a SOC 2 audit and providing support. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/378307) ##### Telecommunications Experience Sensiba LLP demonstrates strong expertise in the Telecommunications industry, particularly in compliance and certification processes, as noted by clients such as Yakchat Ltd. The firm is praised for its high ratings, alignment of values, and proactive project management, ensuring timely delivery and effective communication. Their commitment to data security and operational integrity aligns well with industry demands, making them a suitable choice for companies seeking reliable compliance solutions in telecommunications. - 1 review for telecommunications industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity Compliance Consulting for Comms Platform (5.0/5, May 22, 2025): Sensiba LLP provides compliance consulting for a communication platform. The team has helped the client achieve SoC 2 Type 1 and Type 2 certifications, as well as a HIPAA compliance certification. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/376414) ##### Software Experience Sensiba LLP demonstrates strong expertise in software compliance, particularly in achieving SOC 2 compliance for clients. Clients appreciate their personal support, timely project management, and alignment with company values. The feedback highlights the firm's cultural fit, budget-friendly pricing, and effective communication, indicating a solid reputation in the software industry. Overall, Sensiba LLP's strengths suggest they could be a reliable partner for businesses seeking guidance in compliance and process management. - 1 review for software industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity Services for Business Playbook Software Co (5.0/5, Sep 19, 2025): Sensiba LLP provides cybersecurity services for a business playbook software company. The team is responsible for assisting the client in achieving SOC 2 Type 1 and Type 2 compliance. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/407407) ##### Financial services Experience Client reviews highlight Sensiba LLP's expertise in conducting SOC audits within the Financial services industry, showcasing their ability to deliver timely and effective solutions. Clients praised their strong communication skills, responsiveness, and thoroughness in guiding the audit processes. The positive outcomes, including successful SOC compliance reports, underscore their impact on enhancing security and operational efficiency for businesses. Overall, Sensiba LLP is positioned as a valuable partner for organizations seeking reliable audit services in the Financial sector. - 2 reviews for financial services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Compliance Consulting for Financial Services Platform (5.0/5, May 22, 2025): Sensiba LLP provided SOC 2 Type 1 audit services for a financial services platform. The team assisted the client in establishing appropriate controls and crafting the required system description. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/376494) - Cybersecurity for Cloud-Based Applications Co (4.5/5, Jun 25, 2025): Sensiba LLP conducted SOC 1 Type II and SOC 2 Type II audits for a cloud-based applications company. They provided guidance on gathering evidence, a portal to upload evidence, and auditors to review the evidence. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/385112) #### 4.8 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/sensiba-llp?verified=true#reviews) - Less than $10,000 (1 reviews) - $10,000 to $49,000 (1 reviews) - $50,000 to $199,999 (1 reviews) #### Completed projects in 4 countries - Canada (1 projects) - Germany (1 projects) - South Korea (1 projects) - United States (6 projects) [View Reviews](https://clutch.co/profile/sensiba-llp?verified=true#reviews) --- ### [Swift Audit & Advisory](https://clutch.co/profile/swift-audit-advisory) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - $200 - $300 average hourly rate - 10 - 49 employees - Dubai, United Arab Emirates #### Services Provided - Allocation of Expertise by Percentage - 60% Accounting - 25% Financial Advising & Planning - 15% Financial Consulting #### Company description 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. [Visit Website](https://www.swift-audit.com/) #### Well-organized projects Clients have praised Swift Audit & Advisory for their well-organized project management, highlighting timely delivery and effective communication. One CEO noted a 100% compliance rate achieved through their services, while another emphasized the 30% reduction in audit cycle time. Overall, the sentiment reflects satisfaction with the structured approach and efficiency, with no reported areas for improvement. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/swift-audit-advisory?verified=true#reviews) ##### Education Experience Swift Audit & Advisory has received positive feedback from clients in the Education sector, highlighting their expertise in accounting and audit services. A client noted a 100% compliance rate with financial regulations and a 30% reduction in audit cycle time, showcasing their efficiency and effectiveness. Their strong communication and project management were praised, indicating reliability and responsiveness. Overall, Swift Audit & Advisory is positioned as a valuable partner for educational institutions seeking robust financial oversight and consultancy. - 1 review for education industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & Financial Consulting for Nursery School (5.0/5, May 5, 2024): Swift Audit & Advisory provided a nursery school with accounting, external audit, and financial consulting services. [Read Full Review](https://clutch.co/go-to-review/swift-audit-advisory/286683) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/swift-audit-advisory?verified=true#reviews) --- ### [Capital Recovery Corporation](https://clutch.co/profile/capital-recovery-corporation) #### 4.5 out of 5 star rating (1 reviews) - 50 - 249 employees - Alpharetta, GA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Call Center Services - 20% Commercial Financing - 20% Financial Advising & Planning - 20% Insurance Services & Brokers #### Company description 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. [Visit Website](http://www.capitalrecovery.net) #### Knowledgeable Clients consistently describe the company as highly knowledgeable, demonstrating excellence in their field. One client noted their impressive responsiveness, stating, 'They're very knowledgeable and do an excellent job.' This sentiment is reinforced by the ongoing partnership since 2010, showcasing the firm's expertise and reliability in managing collections effectively. Overall, the feedback indicates strong confidence in their capabilities and professionalism. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/capital-recovery-corporation?verified=true#reviews) ##### Financial services Experience Capital Recovery Corporation demonstrates strong expertise in the Financial services industry, particularly in collections management. Clients appreciate their responsiveness and effective communication, highlighting their structured approach to account recovery. The firm's local presence enhances client relationships, while their knowledgeable team ensures impressive project management. Overall, the positive feedback underscores their reliability and impact in improving collections rates, making them a suitable partner for businesses seeking effective financial recovery solutions. - 1 review for financial services industry - $200,000 – $999,999 avg. project cost - Collection Services for Staffing Firm (4.5/5, Sep 5, 2018): Assisting with a collections process, Capital Recovery Corporation contacts customers and facilitates legal suits with collections attorneys. [Read Full Review](https://clutch.co/go-to-review/capital-recovery-corporation/118017) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/capital-recovery-corporation?verified=true#reviews) - $200,000 to $999,999 (1 reviews) --- ### [PLAIN PLAN SRL](https://clutch.co/profile/plain-plan-srl) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $25 - $49 average hourly rate - 2 - 9 employees - Chișinău, Moldova #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 10% Corporate Law - 20% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 5% HR Consulting - 5% HR Outsourcing #### Company description 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. [Visit Website](https://debitcredit.md/en.html) #### Customized support Clients have expressed high satisfaction with PLAIN PLAN SRL's customized support, highlighting their professionalism and individualized approach. One client noted the significant impact of their tailored consulting, particularly in optimizing tax strategies, stating, "The support in optimizing our taxes has proven to be very significant for our business." Overall, the sentiment is overwhelmingly positive, with clients appreciating the team's expertise and commitment to meeting specific needs. - Accounting & Bookkeeping for Management Consultancy Firm (5.0/5, Sep 3, 2021): The company Plain Plan LLC has proved itself to be a reliable partner over a long time of cooperation. The individual approach to each client is supported by the proper level of skills of employees. High-quality and detailed consulting on bookkeeping issues allows us to save money. Professionalism, quick reaction and involvement in the process. [Read Full Review](https://clutch.co/go-to-review/plain-plan-srl/125025) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/plain-plan-srl?verified=true#reviews) ##### Consulting Experience PLAIN PLAN SRL is highly regarded in the Consulting industry for its expertise in bookkeeping, HR support, and tax consulting. Clients appreciate their professionalism, quick responsiveness, and individual approach, which have led to significant cost savings. The long-term partnership and consistent high-quality service underscore their reliability as a consultancy partner. Overall, client sentiment is overwhelmingly positive, indicating that PLAIN PLAN SRL is a strong candidate for businesses seeking comprehensive consulting services. - 1 review for consulting industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting & Bookkeeping for Management Consultancy Firm (5.0/5, Sep 3, 2021): PLAIN PLAN SRL supports a management consultancy firm with accounting and bookkeeping services. They are handling the client's tax accounting and bookkeeping, as well as HR support for more than 3 years now. [Read Full Review](https://clutch.co/go-to-review/plain-plan-srl/125025) ##### Design Experience PLAIN PLAN SRL has demonstrated exceptional expertise in the Design industry, particularly in bookkeeping and legal support for IT companies. Clients praise their professionalism, clear communication, and timely service, which alleviates burdens related to evolving legislation. The integrated approach of utilizing multiple consultants ensures comprehensive support and fosters client confidence. Overall, the positive sentiment reflects PLAIN PLAN's ability to deliver high-quality services consistently, making them a commendable choice for businesses seeking expert design-related support. - 1 review for design industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for IT Solutions (5.0/5, Jul 5, 2021): PLAIN PLAN SRL provided accounting services for an IT solutions firm. The team was tasked with professional bookkeeping, namely tax accounting, legal and HR support. [Read Full Review](https://clutch.co/go-to-review/plain-plan-srl/72632) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/plain-plan-srl?verified=true#reviews) - $10,000 to $49,000 (2 reviews) --- ### [Coast to Country Solutions](https://clutch.co/profile/coast-country-solutions) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - 2 - 9 employees - Grandchester, Australia #### Services Provided - Allocation of Expertise by Percentage - 35% Financial Advising & Planning - 10% Financial Consulting - 55% Business Consulting #### Company description 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. [Visit Website](https://www.ctocsolutions.com.au/) #### Exceeds expectations Coast to Country Solutions consistently exceeds client expectations, as evidenced by a finance manager's feedback highlighting significant improvements in profit margins and business value. The project management was described as exceptional, with timely and responsive communication throughout the engagement. Clients praised the tailored strategies that reflected a deep understanding of their unique challenges, leading to impactful outcomes and enhanced customer satisfaction. Overall, the firm is recognized for its commitment to delivering high-quality results and excellent service. #### 1 review mentions Financial Advising & Planning Business Performance Diagnostic for Digital Marketing Co 5.0/5 — 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. - 1 of 1 Financial Advising & Planning reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/coast-country-solutions/199212) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/coast-country-solutions?verified=true#reviews) ##### IT Services Experience Coast to Country Solutions has received positive feedback for their expertise in providing tailored IT services, particularly in financial benchmarking and business performance diagnostics. Clients appreciate their strong project management, timely delivery, and responsiveness to needs, resulting in measurable improvements in profit margins and operational efficiency. The company's ability to customize strategies based on unique business challenges contributes significantly to client satisfaction, making them a suitable choice for organizations seeking impactful IT solutions. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Business Performance Diagnostic for Digital Marketing Co (5.0/5, May 4, 2023): 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 Full Review](https://clutch.co/go-to-review/coast-country-solutions/199212) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/coast-country-solutions?verified=true#reviews) --- ### [Tan Bizy Link](https://clutch.co/profile/tan-bizy-link) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 20% Commercial Financing - 30% Financial Advising & Planning - 20% Funding & Investment - 30% Business Consulting #### Company description 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. [Visit Website](https://tanbizlink.co.tz) #### High-quality work Clients of Tan Bizy Link consistently express high satisfaction with the quality of work provided, highlighting their expertise in tax consultation. One client noted, 'The result is awesome and we are all satisfied with the service,' emphasizing the smooth workflow and effective communication. Additionally, the team's strong customer service and dedication to client care were praised, although one client suggested a desire for a dedicated point of contact for enhanced support. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/tan-bizy-link?verified=true#reviews) ##### Consulting Experience Tan Bizy Link has garnered positive feedback in the Consulting industry, particularly for their expertise in tax consultation. Clients appreciate their deep industry knowledge and effective communication, resulting in smooth workflows and high satisfaction rates. The company's commitment to customer service and client care stands out as a significant strength, although some clients have expressed a desire for dedicated personnel on projects. Overall, Tan Bizy Link appears to be a strong candidate for businesses seeking reliable consulting services. - 1 review for consulting industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Design Services Company (5.0/5, Jun 2, 2022): Tan Bizy Link has provided accounting services for a design services company. The team has briefed internal staff on tax collection and how to operate a business without being bound by tax rules. [Read Full Review](https://clutch.co/go-to-review/tan-bizy-link/21369) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/tan-bizy-link?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Al Burhan Accounting and Taxation](https://clutch.co/profile/al-burhan-accounting-taxation) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 2 - 9 employees - Dubai, United Arab Emirates #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 5% Banking Law - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 15% Business Consulting - 20% Tax Law #### Company description 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. [Visit Website](https://alburhanaccountancy.com/) #### 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 (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/al-burhan-accounting-taxation/178735) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/al-burhan-accounting-taxation?verified=true#reviews) ##### Sports Experience Al Burhan Accounting has demonstrated strong expertise in the sports industry, particularly through their engagement with Tin Sports. They provided invaluable support in managing large-scale tournaments, achieving a 13% increase in profitability due to their thorough accounting services. Clients appreciate their professionalism, effective communication, and tailored solutions, highlighting their impactful role in enhancing event execution. Overall, Al Burhan's strengths in financial management make them a solid choice for businesses in the sports sector seeking reliable accounting support. - 1 review for sports industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping for Sports Marketing Company (5.0/5, Feb 1, 2023): Al Burhan Accounting and Bookkeeping provided accounting services for a sports marketing company. They provided sponsorship targets, preliminary expense forecasts, and more. [Read Full Review](https://clutch.co/go-to-review/al-burhan-accounting-taxation/178735) ##### Advertising & marketing Experience Al Burhan Accounting and Taxation demonstrates extensive expertise in financial management for the Advertising & Marketing sector. A client praised their comprehensive knowledge and timely execution, which facilitated immediate improvements in financial policies, cost savings, and taxation relief. The firm's ability to adapt communication styles and establish a collaborative relationship further highlights their strengths. Overall, they are well-regarded for their impactful services, making them a suitable choice for businesses in need of financial management expertise. - 1 review for advertising & marketing industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Advertising Agency (5.0/5, Jan 22, 2023): Al Burhan Accounting and Bookkeeping provided accounting services for an advertising agency. The team handled the company's financial activities, focusing on the budget, accounts, and taxes.  [Read Full Review](https://clutch.co/go-to-review/al-burhan-accounting-taxation/177274) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have expressed high satisfaction with Al Burhan Accounting and Taxation's cost structure, primarily utilizing a retainer model which they found to be professional and well-structured. One client noted achieving 13% above their expected profitability due to the value derived from the firm's services. Another client highlighted immediate cost savings and taxation relief as significant outcomes of their engagement, reflecting a strong sentiment of value for money in the services provided. [Read All Reviews](https://clutch.co/profile/al-burhan-accounting-taxation?verified=true#reviews) - Less than $10,000 (1 reviews) - $10,000 to $49,000 (1 reviews) #### Completed projects in 2 countries - Pakistan (1 projects) - United Arab Emirates (1 projects) [View Reviews](https://clutch.co/profile/al-burhan-accounting-taxation?verified=true#reviews) --- ### [Financial Advisor - Marcel Wasserman](https://clutch.co/profile/financial-advisor-marcel-wasserman) #### 4.5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $150 - $199 average hourly rate - 2 - 9 employees - Pretoria, South Africa #### Services Provided - Allocation of Expertise by Percentage - 5% Commercial Financing - 15% Finance & Accounting Outsourcing (FAO) - 50% Financial Advising & Planning - 30% Insurance Services & Brokers #### Company description 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. [Visit Website](https://marcelwasserman.co.za/) #### Personable Clients have consistently praised Marcel Wasserman for his personable approach, highlighting his friendly demeanor and personal attention. One client noted, 'They're very friendly, they give us personal attention, and they’re professional and time-conscious.' Overall, the sentiment reflects a strong appreciation for the personal rapport established, despite some feedback suggesting a need for improved attentiveness to evolving client needs. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/financial-advisor-marcel-wasserman?verified=true#reviews) ##### Food & Beverages Experience Marcel Wasserman's expertise in the Food & Beverages industry is evidenced by positive client feedback highlighting their financial planning and investment education services. Clients appreciate their personal attention and professionalism, noting effective project management. However, some concerns were raised regarding responsiveness to evolving client needs, particularly in portfolio adjustments. Overall, their strengths in delivering tailored financial solutions make them a valuable partner for businesses in the Food & Beverages sector. - 1 review for food & beverages industry - Unknown avg. project cost - Business Consulting for Food & Beverage Company (4.5/5, Apr 2, 2021): Shepherd Consultants provided financial planning to a food consultancy, as well as managed and brokered investments in life insurance portfolios. They advised on insurance policies, investments, and more. [Read Full Review](https://clutch.co/go-to-review/financial-advisor-marcel-wasserman/115430) #### 4.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/financial-advisor-marcel-wasserman?verified=true#reviews) --- ### [MaxSource Private Limited](https://clutch.co/profile/maxsource-private) #### 5 out of 5 star rating (3 reviews) - < $25 average hourly rate - 10 - 49 employees - Vadodara, India #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 10% Back Office Outsourcing - 5% Document Digitization & Management - 5% Employer of Record (EOR) Services - 15% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 5% Financial Consulting - 5% Fractional CFO Services - 5% HR Outsourcing - 10% IT Managed Services - 5% Other IT Consulting and SI - 10% PEO/Employee Leasing - 5% Staffing #### Company description 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. [Visit Website](https://maxsourcepvtltd.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Timely MaxSource Private Limited consistently receives positive feedback regarding their timely delivery of services. Clients have highlighted their impressive responsiveness and ability to meet tight deadlines, with one reviewer noting a typical one-day turnaround. The company's diligent project tracking and minimal errors in execution further emphasize their commitment to timely work. Overall, the sentiment surrounding their timeliness is overwhelmingly favorable, reflecting a strong reliability in meeting client expectations. - Research Services for Career Coaching Company (5.0/5, Sep 16, 2022): I am impressed by MaxSource Private Limited's responsiveness and ability to meet deadlines (typically one day turnaround). Their quality of work was exceptional, and they were great with feedback. [Read Full Review](https://clutch.co/go-to-review/maxsource-private/158616) - Website Deployment for E-Commerce Service Provider (5.0/5, Jul 13, 2022): Describe their project management style, including communication tools and timeliness. We used Google Docs to organize projects and other platforms. [Read Full Review](https://clutch.co/go-to-review/maxsource-private/149825) #### Experience in 3 industries 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. [Read All Reviews](https://clutch.co/profile/maxsource-private?verified=true#reviews) ##### Consulting Experience MaxSource Private Limited has garnered positive feedback in the Consulting industry, particularly for their research capabilities. Clients praise their responsiveness, exceptional quality of work, and efficient workflows that facilitate quick turnaround times. The collaboration fosters a seamless experience, leading to ongoing partnerships and increased project volume. Their expertise in preparing job seekers effectively reflects their strong impact on clients' success. Overall, MaxSource is viewed as a reliable and skilled consulting partner. - 1 review for consulting industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Research Services for Career Coaching Company (5.0/5, Sep 16, 2022): A career coaching company hired MaxSource Private Limited to assist with research projects for an end client. The vendor provided in-depth research about other agencies to prepare job seekers for interviews. [Read Full Review](https://clutch.co/go-to-review/maxsource-private/158616) ##### Business services Experience MaxSource Private Limited demonstrates strong expertise in handling large-scale web projects within the Business services industry. Clients commend their high accuracy, professionalism, and responsive communication, particularly highlighting the seamless management of substantial tasks. Their ability to deliver projects without complications has been consistently praised, making them a reliable choice for businesses needing efficient and precise web solutions. - 1 review for business services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Website Development for Business Consulting Firm (5.0/5, Nov 28, 2022): MaxSource Private Limited edited and added over 400 webpages to a business consulting firm's existing website. They used the client's proprietary software and platforms and designed some graphics in Photoshop. [Read Full Review](https://clutch.co/go-to-review/maxsource-private/169023) ##### Software Experience MaxSource Private Limited has garnered positive feedback for its expertise in eCommerce solutions, particularly in Shopify, WordPress, and WooCommerce. Clients highlight their minimal error rates and swift execution across complex project requirements. The company's effective communication and project management strategies further enhance client satisfaction. Overall, MaxSource is viewed as a reliable partner in the Software industry, making them a strong candidate for businesses seeking efficient and knowledgeable assistance in their projects. - 1 review for software industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Website Deployment for E-Commerce Service Provider (5.0/5, Jul 13, 2022): MaxSource Private Limited helped an e-commerce service provider deploy several e-commerce websites. The client provided the client with the necessary procedures for each launch. [Read Full Review](https://clutch.co/go-to-review/maxsource-private/149825) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/maxsource-private?verified=true#reviews) - Less than $10,000 (2 reviews) - $50,000 to $199,999 (1 reviews) --- ### [SoftPak Financial Systems, Inc](https://clutch.co/profile/softpak-financial-systems) #### 5 out of 5 star rating (8 reviews) - $75,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees - Wayland, MA #### Services Provided - Allocation of Expertise by Percentage - 50% Custom Software Development - 50% Financial Advising & Planning #### Company description 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. [Visit Website](https://www.softpak.com/) #### Timely Overall, client feedback regarding timeliness for SoftPak Financial Systems, Inc has been overwhelmingly positive. One client praised their team for delivering all project components on schedule and providing consistent updates, enhancing communication throughout the process. Another client echoed this sentiment, noting that everything was delivered on time and highlighting clear communication as a significant strength. However, one client did mention occasional delays due to documentation requirements, though this did not overshadow their overall positive experience. - IT Staff Augmentation for Financial Services Firm (5.0/5, Dec 10, 2024): Everything was on time, and the communication was very clear throughout the engagement with their team. [Read Full Review](https://clutch.co/go-to-review/softpak-financial-systems/336443) - Custom Software Dev for Investment Co (5.0/5, Dec 12, 2024): Their staff was really attentive to our demands, and they delivered everything on schedule. They made sure we were informed and on the same page throughout the project by providing frequent progress updates. [Read Full Review](https://clutch.co/go-to-review/softpak-financial-systems/337013) #### 1 review mentions Financial Advising & Planning Financial Advising & Planning for Hospitality Mgmt Company 5.0/5 — 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 financing options. - 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 [Read Full Review](https://clutch.co/go-to-review/softpak-financial-systems/337570) #### Experience in 3 industries 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. [Read All Reviews](https://clutch.co/profile/softpak-financial-systems?verified=true#reviews) ##### Hospitality & leisure Experience SoftPak Financial Systems, Inc. has demonstrated strong expertise in the Hospitality & Leisure sector, successfully managing complex projects such as resort renovations and hotel acquisitions. Clients appreciate their proactive approach to financial planning, transparency in communication, and ability to deliver results ahead of schedule and under budget. Their support helped elevate brand prominence and operational efficiency, making them a valuable partner for businesses aiming to enhance their competitive edge in the industry. - 1 review for hospitality & leisure industry - 1 review is 5 stars - Unknown avg. project cost - Financial Advising & Planning for Hospitality Mgmt Company (5.0/5, Dec 14, 2024): 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 financing options. [Read Full Review](https://clutch.co/go-to-review/softpak-financial-systems/337570) ##### Financial services Experience SoftPak Financial Systems, Inc demonstrates strong expertise in the financial services sector, particularly in compliance, risk management, and fraud detection. Clients highlight their ability to customize solutions that significantly improve operational efficiency and compliance capabilities. Positive feedback emphasizes their attentive project management, timely delivery, and effective communication. Overall, their technological proficiency and collaborative approach suggest they are well-equipped to meet the specific needs of potential clients in the financial services industry. - 2 reviews for financial services industry - 2 reviews are 5 stars - Unknown avg. project cost - IT Staff Augmentation for Financial Services Firm (5.0/5, Dec 10, 2024): A financial services firm tapped SoftPak Financial Systems, Inc to provide resources to scale their development team. These resources specialized in AI and data analytics and assisted with various projects. [Read Full Review](https://clutch.co/go-to-review/softpak-financial-systems/336443) - Custom Software Dev for Investment Co (5.0/5, Dec 12, 2024): SoftPak Financial Systems, Inc built a compliance and risk management system for an investment company.  The team created a customized dashboard, automated compliance tracking, and alarm systems. [Read Full Review](https://clutch.co/go-to-review/softpak-financial-systems/337013) ##### Telecommunications Experience SoftPak Financial Systems, Inc has received positive feedback from clients in the Telecommunications industry, highlighting their expertise in IoT architecture and device connectivity. Clients noted the company’s ability to seamlessly integrate skilled engineers, significantly reducing development cycles and enhancing platform scalability. Their project management was commended for timely deliverables and responsive communication. Overall, SoftPak's proactive approach and technical proficiency have made a considerable impact, making them a strong partner for businesses seeking to innovate within the Telecommunications sector. - 2 reviews for telecommunications industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Financial System Dev & Design for Networking Solutions Co (5.0/5, Oct 3, 2024): SoftPak Financial Systems, Inc developed a custom financial management system for a networking solutions company. The team designed the UI and integrated forecasting algorithms and reporting capabilities. [Read Full Review](https://clutch.co/go-to-review/softpak-financial-systems/319488) - IT Staff Augmentation Services for Telecommunications Co (5.0/5, Oct 4, 2024): SoftPak Financial Systems, Inc provided IT staff augmentation services for a telecommunications company. The team was responsible for developing IoT architecture and smart service integrations. [Read Full Review](https://clutch.co/go-to-review/softpak-financial-systems/319809) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/softpak-financial-systems?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [RMI LLP](https://clutch.co/profile/rmi-llp) #### 4.5 out of 5 star rating (1 reviews) - 10 - 49 employees - Calgary, Canada #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 25% Financial Advising & Planning - 25% Business Consulting #### Company description 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. [Visit Website](https://accountantscalgary.com/) #### Proactive Clients have expressed a positive sentiment regarding RMI LLP's proactive approach to problem-solving and timely communication. One reviewer noted, "RMI is always on top of issues, and they find solutions for us," highlighting their attentiveness. They also appreciated the firm's suggestions for improving document organization, stating, "RMI has provided us with great suggestions on how to send invoices." Overall, clients feel that RMI fosters a strong partnership through their proactive support. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/rmi-llp?verified=true#reviews) ##### Healthcare Experience RMI LLP has demonstrated significant expertise in the Healthcare industry, particularly in providing tailored accounting and consulting services to technology startups focused on medical solutions. Clients appreciate their proactive approach in addressing tax and organizational challenges, showcasing strong project management capabilities. The overall sentiment is positive, with feedback highlighting RMI's reliability and valuable recommendations, making them a suitable partner for businesses seeking comprehensive financial support in the Healthcare sector. - 1 review for healthcare industry - $10,000 – $49,000 avg. project cost - Accounting Services for Technology Startup (4.5/5, Sep 10, 2021): RMI Professional Corporation takes care of the taxes of a technology startup. They also provide consulting services and help the client solve issues around Quickbooks. [Read Full Review](https://clutch.co/go-to-review/rmi-llp/130122) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/rmi-llp?verified=true#reviews) - $10,000 to $49,000 (1 reviews) #### Very responsive RMI LLP is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [VantagePoint Benefit Administrators](https://clutch.co/profile/vantagepoint-benefit-administrators) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - $200 - $300 average hourly rate - 10 - 49 employees - Lynbrook, NY #### Services Provided - Allocation of Expertise by Percentage - 10% Financial Advising & Planning - 13% HR Consulting - 14% HR Outsourcing - 50% Insurance Services & Brokers - 13% PEO/Employee Leasing #### Company description 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. [Visit Website](https://vantagepointbenefit.com/) #### Experienced The overall sentiment regarding VantagePoint Benefit Administrators is highly positive, with clients praising their comprehensive HR expertise and exceptional leadership. One CEO noted their holistic knowledge and the quality of training provided, emphasizing their understanding of employer-employee dynamics. Additionally, the firm's organized, process-oriented approach and effective use of technology were highlighted. A suggestion for improvement included the implementation of a more instantaneous communication platform, but the recommendation to engage with VantagePoint was strong. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/vantagepoint-benefit-administrators?verified=true#reviews) ##### Software Experience VantagePoint Benefit Administrators demonstrates strong expertise in HR and benefits management, providing comprehensive support through advanced technology and organized processes. Clients commend their leadership's industry knowledge and effective communication, noting the value of their training and resources. Overall, sentiment is highly positive, with clients recommending their services for businesses seeking reliable HR solutions in the Software industry. The company’s commitment to understanding client needs positions them as a solid partner for HR-related projects. - 1 review for software industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Complete HR Services for Cloud & Managed Security Company (5.0/5, Jan 6, 2022): VantagePoint Benefit Administrators handles the HR needs of a cloud and managed security company. Their work encompasses everything from mental, dental, and vision care to compliance and training activities.  [Read Full Review](https://clutch.co/go-to-review/vantagepoint-benefit-administrators/104892) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/vantagepoint-benefit-administrators?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [Univest](https://clutch.co/profile/univest) #### 5 out of 5 star rating (1 reviews) - 250 - 999 employees - Souderton, PA #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 50% Financial Advising & Planning - 25% Insurance Services & Brokers #### Company description 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. [Visit Website](http://www.univest.net/) #### Knowledgeable Clients express a strong sentiment regarding Univest's knowledge, particularly in neighborhood improvement zone-specific lending. One client noted, 'Their knowledge about neighborhood improvement zones is impressive,' highlighting the team's expertise. Another emphasized their willingness to answer questions, stating, 'Univest is highly knowledgeable.' Overall, the feedback reflects a high level of confidence in Univest's capabilities and professionalism in addressing complex financial needs. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/univest?verified=true#reviews) ##### Real estate Experience Univest has received positive feedback from clients in the real estate industry, particularly for their expertise in complex financing and neighborhood improvement zones. Clients appreciate their proactive communication, timely project management, and dedication, often available even during holidays. Their strong understanding of real estate complexities and commitment to client goals make them a valuable partner for those seeking financial solutions in real estate. - 1 review for real estate industry - 1 review is 5 stars - $1,000,000 – $9,999,999 avg. project cost - Financing & Lending Services for Property Management Firm (5.0/5, Dec 16, 2021): Univest is helping a property management real estate company acquire financing for a real estate purchase. The team also provides guidance around neighborhood improvement zone lending.  [Read Full Review](https://clutch.co/go-to-review/univest/92571) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/univest?verified=true#reviews) - $1,000,000 to $9,999,999 (1 reviews) --- ### [Riverview Bank](https://clutch.co/profile/riverview-bank) #### 5 out of 5 star rating (1 reviews) - 250 - 999 employees - Harrisburg, PA #### Services Provided - Allocation of Expertise by Percentage - 20% Commercial Financing - 80% Financial Advising & Planning #### Company description 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. [Visit Website](https://www.riverviewbankpa.com/) #### Timely Clients have expressed a highly positive sentiment regarding the timeliness of Riverview Bank's services. One client noted that Riverview Bank successfully facilitated a $2.5 million loan during the challenging COVID-19 pandemic, highlighting their ability to complete tasks promptly and provide necessary funding as needed. The client praised the bank for consistently meeting deadlines and maintaining effective communication throughout the process, further reinforcing their reliability and commitment to timely service. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/riverview-bank?verified=true#reviews) ##### IT Services Experience Riverview Bank is praised for its expertise in financing within the IT Services sector, particularly highlighted by a client who secured a $2.5 million loan for property acquisition. Their strengths lie in timely project management, transparent communication, and a solid understanding of client needs, especially during challenging circumstances like the COVID-19 pandemic. Overall, clients recommend them for their professionalism and reliability, making them a commendable choice for businesses seeking financial support. - 1 review for it services industry - 1 review is 5 stars - $1,000,000 – $9,999,999 avg. project cost - Office Building Financing & Bank Loan for IT Company (5.0/5, Dec 16, 2021): Riverview Bank has funded an IT company’s office building acquisition and rehabilitation. They’ve done the underwriting and financing of the loan agreement, providing around $2.5 million for the client. [Read Full Review](https://clutch.co/go-to-review/riverview-bank/92563) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/riverview-bank?verified=true#reviews) - $1,000,000 to $9,999,999 (1 reviews) --- ### [JTC Group](https://clutch.co/profile/jtc-group) #### 5 out of 5 star rating (1 reviews) - 1,000 - 9,999 employees #### Services Provided - Allocation of Expertise by Percentage - 25% Corporate Law - 25% Financial Advising & Planning - 50% Business Consulting #### Company description 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. [Visit Website](https://www.jtcgroup.com/) #### Honest Clients have expressed a strong sense of trust in JTC Group, highlighting their reliability and honesty in providing corporate services. One client noted, 'JTC Group is a trusted adviser to any corporate firm or individual,' emphasizing their integrity. Overall, feedback indicates that clients feel secure in their dealings and appreciate the straightforward communication and expert guidance, with one client stating there were no areas for improvement, reflecting a high level of satisfaction. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/jtc-group?verified=true#reviews) ##### Financial services Experience JTC Group has received positive feedback for their expertise in the Financial services industry, particularly in supporting fintech startups. Clients commend their ability to establish corporate entities, manage ongoing activities, and provide invaluable advice on business structuring. Their project management skills are highlighted as exemplary, ensuring projects stay on budget. Overall, JTC Group is regarded as a trusted adviser, making them a strong candidate for businesses seeking reliable corporate services in the financial sector. - 1 review for financial services industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Corporate Services for Fintech Startup (5.0/5, Jun 24, 2022): JTC Group provides corporate services to a fintech startup. They’ve helped the company establish operations in Switzerland, managing negotiations and daily operations and acting as the directors in that region. [Read Full Review](https://clutch.co/go-to-review/jtc-group/24193) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/jtc-group?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [Platinum Credit LTD.](https://clutch.co/profile/platinum-credit) #### 5 out of 5 star rating (1 reviews) - 250 - 999 employees #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Advising & Planning #### Company description 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. [Visit Website](https://platinumcredit.co.ke/civil-servant-loan/) #### High-quality work Clients have expressed high satisfaction with Platinum Credit LTD., particularly highlighting the quality of their work and effective communication. One client noted, 'We’re impressed by the quality of their work, approach to communication, and responsiveness,' indicating a strong performance in project management. Overall sentiment reflects confidence in their financial planning capabilities, with clients reporting significant improvements in financial performance. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/platinum-credit?verified=true#reviews) ##### Advertising & marketing Experience Platinum Credit LTD. has garnered positive feedback from clients in the Advertising and marketing sector, demonstrating strong expertise in financial planning and project management. Clients appreciate their responsive communication and high-quality work, which has positively impacted financial performance. Though there is a desire for expanded services, the overall sentiment is favorable, indicating that potential clients can expect reliable support for their financial needs in the Advertising and marketing industry. - 1 review for advertising & marketing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting & Financial Planning for Digital Marketing Agency (5.0/5, Aug 11, 2022): A digital marketing agency partnered with Platinum Credit LTD. for their accounting and financial planning services.  [Read Full Review](https://clutch.co/go-to-review/platinum-credit/153750) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/platinum-credit?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Biel Investment Capital](https://clutch.co/profile/biel-investment-capital) #### 5 out of 5 star rating (1 reviews) - $10,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 30% Financial Advising & Planning - 10% Financial Consulting - 25% Funding & Investment - 10% Business Consulting #### Company description 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. [Visit Website](http://www.bielcapital.com) #### Timely Biel Investment Capital has received positive feedback regarding their timeliness, with clients noting that they consistently deliver items on time. One client highlighted their excellent responsiveness to needs, stating, "They are always on time and they responded excellently to our needs." Overall, the sentiment related to timeliness is highly favorable, indicating reliability and effective project management. #### 1 review mentions Financial Advising & Planning Investment Advisory Services for Business Consulting Co 5.0/5 — Biel Investment Capital provides investment advisory services for a business consulting company. The team provides investment advisory, financial accounting, and merger and acquisition services. - 1 of 1 Financial Advising & Planning reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/biel-investment-capital/205548) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/biel-investment-capital?verified=true#reviews) ##### Advertising & marketing Experience Biel Investment Capital has garnered positive feedback in the Advertising & Marketing industry for their investment advisory services. Clients praised their timely delivery, excellent responsiveness, and strong alignment with corporate values. The firm is noted for providing good value at competitive prices, making them a strong contender for businesses seeking reliable financial advisory and consulting services. Overall, their expertise and commitment to client needs position them as a suitable partner for marketing-related projects. - 1 review for advertising & marketing industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Investment Advisory Services for Business Consulting Co (5.0/5, May 31, 2023): 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 Full Review](https://clutch.co/go-to-review/biel-investment-capital/205548) #### 4.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/biel-investment-capital?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [Cypher](https://clutch.co/profile/cypher) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 50% Finance & Accounting Outsourcing (FAO) - 25% Financial Advising & Planning #### Company description 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. [Visit Website](https://cypherfin.com/) #### Communicative Clients have consistently praised Cypher for their effective communication, noting that responses are prompt and issues are addressed swiftly. One client highlighted their appreciation for quarterly strategy meetings and the seamless interaction via Slack, stating, 'Communication has always been quick.' Overall, the sentiment reflects a high level of satisfaction with Cypher's communicative approach, which fosters a collaborative and efficient working relationship. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/cypher?verified=true#reviews) ##### Arts, entertainment & music Experience Cypher has demonstrated strong expertise in the Arts, entertainment, and music industry, particularly in financial management for music instruction organizations. Clients have praised their efficient bookkeeping, dynamic reporting, and proactive communication, noting timely deliverables and a collaborative approach. The integration of modern tools like Slack enhances their service delivery. Overall, Cypher is regarded as a reliable partner, effectively supporting clients' financial needs and strategic planning within the sector. - 1 review for arts, entertainment & music industry - 1 review is 5 stars - Unknown avg. project cost - Bookkeeping & Financial Preparation for Private Music School (5.0/5, Jun 14, 2023): Cypher helps a private music school with their bookkeeping, reporting, and financial preparation. Their scope includes conducting quarterly strategy sessions. [Read Full Review](https://clutch.co/go-to-review/cypher/208717) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/cypher?verified=true#reviews) --- ### [SALUS Capital | Strategy](https://clutch.co/profile/salus-capital-strategy) #### 4.8 out of 5 star rating (3 reviews) - $10,000+ minimum project size - $150 - $199 average hourly rate - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 20% Business Valuation Services - 10% Commercial Financing - 10% Financial Advising & Planning - 15% Financial Consulting - 15% Fractional CFO Services - 10% Funding & Investment - 10% Business Consulting - 10% Market Research #### Company description 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. [Visit Website](https://saluscs.com/en/home/) #### 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 (4.5/5, 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. [Read Full Review](https://clutch.co/go-to-review/salus-capital-strategy/249503) #### 2 reviews mention Financial Advising & Planning Business Valuation Services for Healthcare Company 5.0/5 — 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. - 1 of 2 Financial Advising & Planning reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/salus-capital-strategy/270133) #### Experience in 3 industries 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. [Read All Reviews](https://clutch.co/profile/salus-capital-strategy?verified=true#reviews) ##### Healthcare Experience SALUS Capital | Strategy has garnered positive feedback from clients in the Healthcare industry, particularly for their expertise in financial evaluation and strategic planning for mergers and acquisitions. Clients appreciated their transparency, organized project management, and agility in addressing specific needs. The thoroughness of their due diligence and the clarity of their deliverables have been highlighted as key strengths, making them a strong candidate for businesses seeking detailed financial insights and strategic support in Healthcare. - 1 review for healthcare industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Business Valuation Services for Healthcare Company (5.0/5, Feb 20, 2024): 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 Full Review](https://clutch.co/go-to-review/salus-capital-strategy/270133) ##### Advertising & marketing Experience SALUS Capital | Strategy has received highly positive feedback from clients in the Advertising & marketing industry. Their expertise in creating insightful marketing materials and conducting thorough profitability analyses has consistently impressed clients. Strengths include meticulous attention to detail, timely project delivery, and a personalized approach to client service. Clients commend their insights into customer trends and solid recommendations for internal controls, making them a strong contender for businesses seeking strategic marketing support. - 1 review for advertising & marketing industry - Less than $10,000 avg. project cost - Market Research for Retail Company (4.5/5, Nov 14, 2023): SALUS Capital | Strategy provided market research services for a retail company. They assessed the client's performance, growth, profitability, and revenue. [Read Full Review](https://clutch.co/go-to-review/salus-capital-strategy/249503) ##### Information technology Experience SALUS Capital | Strategy has received positive feedback from clients in the Information Technology sector, highlighting their professionalism, efficiency, and effective communication. Their expertise in developing negotiation strategies and financial projections has proven invaluable, leading to a strong client relationship, exemplified by a quarterly retainer agreement. Clients appreciate their timely delivery and alignment with company values, making them a suitable partner for businesses seeking reliable and impactful strategic support in the IT industry. - 1 review for information technology industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Business Strat & Consulting Svcs for Custom Software Dev Co (5.0/5, Oct 25, 2023): A custom software development company hired SALUS Capital | Strategy for business strategy and consulting services. The team prepared financial projections and valuations and offered recommendations.  [Read Full Review](https://clutch.co/go-to-review/salus-capital-strategy/244080) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/salus-capital-strategy?verified=true#reviews) - $10,000 to $49,000 (2 reviews) - Less than $10,000 (1 reviews) --- ### [APISCRAPY](https://clutch.co/profile/apiscrapy) #### 5 out of 5 star rating (3 reviews) - $1,000+ minimum project size - < $25 average hourly rate - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 30% BI & Big Data Consulting & SI - 10% Commercial Brokerage Services - 10% Commercial Development - 10% Commercial Property Management - 10% Financial Advising & Planning - 5% Fulfillment - 10% Media Planning & Buying - 5% Search Engine Optimization - 10% Direct Marketing #### Company description 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. [Visit Website](https://apiscrapy.com/ai-driven-web-scraping/) #### Well-organized projects Clients have consistently praised APISCRAPY for their well-organized projects, highlighting effective project management and pro-active communication. One client noted the team's attention to detail and their ability to deliver accurate and comprehensive data sets on time, significantly enhancing logistics operations. While there is a suggestion for more frequent progress updates, overall sentiment reflects a high level of satisfaction with the organization and execution of projects. - Data Scraping & Market Research for Logistics Company (5.0/5, Oct 10, 2023): Effective project management for our data scrapping with pro-active communication. Their attention to detail and ability to gather and organize complex data sets are unparalleled. Accuracy and timeliness of the data were impressive. Only suggestion for improvement would be to provide more frequent progress updates to better align with our project management needs. [Read Full Review](https://clutch.co/go-to-review/apiscrapy/239685) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/apiscrapy?verified=true#reviews) ##### Supply Chain, Logistics, and Transport Experience APISCRAPY has demonstrated strong expertise in the Supply Chain, Logistics, and Transport industry, delivering accurate and comprehensive data sets that significantly improved operational efficiency. Clients commend their attention to detail, effective project management, and proactive communication, particularly in data scraping tasks. The positive outcomes from their work, highlighted by timely delivery and insightful market analysis, position APISCRAPY as a valuable partner for businesses in this sector. - 1 review for supply chain, logistics, and transport industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Data Scraping & Market Research for Logistics Company (5.0/5, Oct 10, 2023): APISCRAPY provides web, mobile app, and TV app data scraping services for a logistics company. The team also identifies key competitors, extracts data on their pricing inventory, and analyzes market trends. [Read Full Review](https://clutch.co/go-to-review/apiscrapy/239685) ##### Logistics & Supply Chain Experience ApiScrapy has demonstrated strong expertise in the Logistics & Supply Chain industry, particularly through comprehensive data scraping and real-time data solutions. Clients have praised their proactive communication, technical competency, and the quality of deliverables. The team's structured processes and project management capabilities have significantly contributed to successful outcomes. Overall, their ability to provide valuable insights and data management makes them a promising fit for businesses seeking to enhance their logistics operations. - 1 review for logistics & supply chain industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Data Scrapping for IT Services Company (5.0/5, Feb 22, 2022): ApiScrapy has provided data scrapping services for an IT services company. They've imported data from websites, mobile apps, and TV apps. [Read Full Review](https://clutch.co/go-to-review/apiscrapy/11872) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/apiscrapy?verified=true#reviews) - $50,000 to $199,999 (1 reviews) - $200,000 to $999,999 (1 reviews) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences. Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria. Verification doesn’t stop at the point of publication. 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