# Top Retirement Planning Firms Highly reviewed Retirement Planning companies include Brego Business, Melmac Solutions Limited, BBNC, Sensiba LLP, VantagePoint Benefit Administrators, Imperial Advisory, CFOs, SALUS Capital | Strategy, Smith Mandel & Associates LLP, Livvity, Cardem Consulting. 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 Retirement Planning Firms Ratings Updated: Sep 18, 2026 ### [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) --- ### [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/) #### Efficient Clients consistently praised Melmac Solutions Limited for their efficiency in project management and delivery. One client highlighted their exemplary project management, noting that they consistently delivered items on time and responded promptly to needs and concerns. Additionally, the project resulted in improved financial efficiency and significant cost savings, demonstrating Melmac's effective approach. Overall, feedback reflects a strong sentiment of satisfaction with the company's efficiency and responsiveness. - Cybersecurity for Health & Care Services Orgnization (5.0/5, Jul 5, 2023): Melmac Solution Limited exhibited exemplary project management throughout the engagement. They consistently delivered items on time and efficiently responded to our needs and concerns. Their team was highly responsive, communicating regularly to provide updates and address any issues that arose. [Read Full Review](https://clutch.co/go-to-review/melmac-solutions/214000) #### 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) #### 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) --- ### [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/) #### Knowledgeable BBNC has received consistently positive feedback regarding their expertise and knowledge in accounting and tax matters. Clients highlighted their ability to quickly understand complex issues and provide effective solutions, as noted by one client who praised their taxation expertise for resolving a significant tax demand within two weeks. Another client emphasized the team's experience and responsiveness, stating their knowledge was impressive. Overall, clients expressed satisfaction with BBNC's knowledgeable approach, leading to successful outcomes and timely service. - B2C Accounting Services for Freelance Senior Accountant (5.0/5, Jul 14, 2021): Their experience and knowledge on the subject, especially on the provisions of the tax, were noteworthy. [Read Full Review](https://clutch.co/go-to-review/bbnc/81576) - Accounting & Compliance Services for IT Company (5.0/5, Jul 13, 2021): The allocated team was experienced and knowledgeable, consistently providing reports on a timely basis. [Read Full Review](https://clutch.co/go-to-review/bbnc/80157) - Bookkeeping & Accounting for Financial Services Company (4.5/5, May 10, 2021): Their responsiveness and knowledge of the subject matter were impressive. [Read Full Review](https://clutch.co/go-to-review/bbnc/144594) #### 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) #### Personable Clients expressed a highly positive sentiment towards Sensiba LLP's personable approach, highlighting their 'very personal and involved support throughout the whole process.' The Technical Product Manager from Trainual noted the team's availability and responsiveness, stating that the auditor 'was always available for questions and gave great direction.' Overall, the feedback indicates a strong alignment in company values and a culture fit, enhancing the collaborative experience. - Cybersecurity Services for Business Playbook Software Co (5.0/5, Sep 19, 2025): Sensiba LLP offered very personal and involved support throughout the whole process. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/407407) #### 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) --- ### [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) --- ### [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) --- ### [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/) #### High-quality work Clients consistently praise SALUS Capital | Strategy for delivering high-quality work that exceeds expectations. One client noted their 'impeccable quality' and 'meticulous attention to detail,' while another highlighted the 'remarkable professionalism and efficiency' exhibited throughout the engagement. Timely delivery and clear communication were also frequently mentioned, reinforcing an overall sentiment of satisfaction with the results and value provided. - Market Research for Retail Company (4.5/5, Nov 14, 2023): What stood out most about Salus was their meticulous attention to detail and the impeccable quality of their work. They have a distinctive ability to grasp complex project requirements quickly and act on them with precision. 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) - Business Strat & Consulting Svcs for Custom Software Dev Co (5.0/5, Oct 25, 2023): Roberto and his team demonstrated remarkable professionalism and efficiency throughout our engagement. The information and reports they produced were precisely what we were looking for. As a result, we have decided to work with Roberto and SALUS Capital on a quarterly retainer basis. [Read Full Review](https://clutch.co/go-to-review/salus-capital-strategy/244080) #### 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) --- ### [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) --- ### [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. --- ### [Cardem Consulting](https://clutch.co/profile/cardem-consulting) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 2 - 9 employees - Barranquilla, Colombia #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 20% Commercial Financing - 50% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 10% Business Consulting #### Company description Cardem Consulting is a financial advising firm specializing in credit analysis for invoice factoring. Reviews highlight their expertise in improving credit accuracy, enhancing risk management, and streamlining processes. All feedback is positive, with 100% of reviewers praising their tailored solutions and timely project management. Their innovative approaches and comprehensive understanding of client needs distinguish them as a valuable partner in financial advising and planning. [Visit Website](https://cardemconsulting.com/) #### Knowledgeable Clients have consistently praised Cardem Consulting for their extensive knowledge and expertise in credit analysis. One client highlighted their 'exceptional' understanding of the industry, which enabled tailored solutions that addressed specific challenges. Additionally, their innovative perspectives significantly improved the accuracy and efficiency of credit evaluations. Overall, the sentiment reflects a strong appreciation for Cardem Consulting's knowledgeable approach, with no noted areas for improvement. #### 1 review mentions Financial Advising & Planning Financial Consulting for Financial Services Company 5.0/5 — Cardem Consulting provides financial consulting support for a financial services company. They provide invoice factoring consulting support to help ensure accurate credit evaluations and reduce financial risks. - 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/cardem-consulting/215520) #### Experience in 1 industry Cardem Consulting has demonstrated significant expertise in the financial services industry, particularly in invoice factoring. Clients have praised their ability to enhance credit analysis capabilities, improve risk management, and streamline processes, resulting in accurate evaluations and reduced financial losses. Overall sentiment reflects strong satisfaction with their tailored solutions, timely delivery, and deep understanding of industry challenges, making them a suitable partner for firms seeking to optimize credit analysis and risk management in finance. [Read All Reviews](https://clutch.co/profile/cardem-consulting?verified=true#reviews) ##### Financial services Experience Cardem Consulting has demonstrated exceptional expertise in the financial services sector, particularly in invoice factoring. Clients report significant improvements in credit analysis accuracy and risk management, attributing these successes to tailored strategies and a deep understanding of industry challenges. Positive feedback highlights their commitment to timely project delivery and tailored solutions, making them a reliable partner for financial service providers seeking to enhance operational efficiencies and reduce financial risks. - 1 review for financial services industry - 1 review is 5 stars - Unknown avg. project cost - Financial Consulting for Financial Services Company (5.0/5, Jul 11, 2023): Cardem Consulting provides financial consulting support for a financial services company. They provide invoice factoring consulting support to help ensure accurate credit evaluations and reduce financial risks. [Read Full Review](https://clutch.co/go-to-review/cardem-consulting/215520) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have expressed satisfaction with Cardem Consulting's pricing, noting it fits within their budget while providing good value for the cost. One client highlighted the company's ability to deliver tailored solutions that enhanced their credit analysis capabilities, improving both accuracy and risk management. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of service offered by Cardem Consulting, with no reported areas for improvement. [Read All Reviews](https://clutch.co/profile/cardem-consulting?verified=true#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) --- ### [The Wise CPAS](https://clutch.co/profile/wise-cpas) #### 4.5 out of 5 star rating (1 reviews) - < $25 average hourly rate - 10 - 49 employees #### Services Provided - Allocation of Expertise by Percentage - 90% Accounting - 10% Financial Advising & Planning #### Company description The Wise CPAS is an accounting firm providing services including bookkeeping, accounting, and auditing. Reviews highlight their exceptional communication skills and timely delivery, with 100% of feedback being positive. Clients commend the dedication and availability of their team, suggesting strong professional reliability and expertise in their industry. [Visit Website](https://thewisecpas.com/) #### Accessible The Wise CPAS has received positive feedback regarding their accessibility, with clients highlighting their impressive communication skills and availability. One client noted, "Their staff is really dedicated and was always available for calls and discussions whenever required." The overall sentiment reflects satisfaction with timely responses and effective communication, contributing to a successful partnership. #### Experience in 1 industry The Wise CPAS excels in the IT Services industry, receiving positive feedback for their communication skills, timely delivery, and dedicated staff. Clients from this sector appreciate their expertise in bookkeeping, accounting, and auditing, highlighting their effectiveness in managing projects. Overall sentiment is highly favorable within IT Services, making them a strong candidate for companies seeking reliable financial support in technology-driven environments. [Read All Reviews](https://clutch.co/profile/wise-cpas?verified=true#reviews) ##### IT Services Experience The Wise CPAS is highly regarded for their expertise and effective communication within the IT Services industry. Clients have praised their dedication, timely project delivery, and the quality of their bookkeeping and accounting services. The team’s responsiveness and ability to address client needs are consistently highlighted, showcasing their strength in fostering collaborative partnerships. Overall, their strong client recommendations position them as a compelling choice for businesses seeking reliable IT service support. - 1 review for it services industry - Less than $10,000 avg. project cost - Bookkeeping & Accounting Services for IT Services Company (4.5/5, Nov 3, 2022): The Wise CPAS provided bookkeeping services for an IT company. They assigned accountants, auditors, and bookkeepers to help the client, which paid on an hourly basis. Around 10 teammates worked on the project.  [Read Full Review](https://clutch.co/go-to-review/wise-cpas/165081) #### 4.5 out of 5.0 rating for cost What Clients Have Said Clients commend The Wise CPAS for providing excellent value for money, particularly noting their effective communication and timely delivery of services. One client highlighted their satisfaction with the hourly billing structure and the dedication of their team. Overall, feedback reflects a strong sentiment of appreciation for the quality of service relative to cost, with clients recommending their services without reservation. [Read All Reviews](https://clutch.co/profile/wise-cpas?verified=true#reviews) - Less than $10,000 (1 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) --- ### [Diener & Associates](https://clutch.co/profile/diener-associates) #### 5 out of 5 star rating (4 reviews) - $1,000+ minimum project size - $150 - $199 average hourly rate - 10 - 49 employees #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Business Valuation Services - 20% Financial Advising & Planning - 20% Financial Consulting - 20% Fractional CFO Services #### Company description Diener & Associates is a firm specializing in Financial Advising and Planning, offering services such as DCAA-compliant accounting systems, tax planning, and financial reviews. Their reviews highlight a 100% satisfaction rate, with clients praising their knowledgeable team and timely project completion. The firm is commended for providing sound financial advice and maintaining strong communication throughout projects. [Visit Website](https://www.diener.org/) #### 1 review mentions Financial Advising & Planning Accounting Services for Technical Services Provider 5.0/5 — Diener & Associates provides accounting services for a technical services provider. The team implements updates to the client's QuickBooks systems for DCAA compliance and conducts monthly financial reviews. - 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/diener-associates/409996) #### Experience in 3 industries Diener & Associates has demonstrated expertise across IT Services, Engineering, and Information Technology, particularly supporting government projects. Clients commend their professionalism, responsiveness, and ability to streamline accounting processes, resulting in compliance and improved financial performance. In the IT Services sector, they excelled in managing complex federal contracts, while in Engineering, they provided essential DCAA compliance and tax planning. Overall, there is a strong positive sentiment, indicating their suitability for clients in government contracting and technical service industries. [Read All Reviews](https://clutch.co/profile/diener-associates?verified=true#reviews) ##### Information technology Experience Diener & Associates demonstrates strong expertise in the Information Technology sector, particularly in financial management for government projects. Clients commend their professionalism, personalized service, and ability to provide comprehensive accounting support, enhancing cash flow and project success. The firm's commitment to understanding federal regulations and adapting to clients' needs has resulted in high satisfaction ratings from key stakeholders. Overall, Diener & Associates is regarded as a trustworthy partner that could effectively support businesses in the IT industry. - 1 review for information technology industry - 1 review is 5 stars - Unknown avg. project cost - Financial Consulting for Life Sciences Company (5.0/5, Oct 20, 2025): Diener & Associates provides financial consulting for a life sciences company. The team has helped the client transition to a new bank, established appropriate pricing and accounting, and provided reporting. [Read Full Review](https://clutch.co/go-to-review/diener-associates/414619) ##### IT Services Experience Diener & Associates has received positive feedback from clients in the IT Services industry, highlighting their expertise in compliance oversight and financial management for government contracting. Clients appreciate their responsive communication and professional approach, which fosters a strong cultural alignment. The measurable impact includes significant operational efficiencies, such as reducing staffing needs. Overall, the sentiment reflects a solid reputation for delivering tailored solutions and maintaining a collaborative partnership, making them a strong candidate for similar projects. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Financial Consulting for Government Services Consulting Co (5.0/5, Oct 1, 2025): Diener & Associates provides financial consulting services for a government services consulting firm. The team manages the client's financial activities and reports summaries to the executive team. [Read Full Review](https://clutch.co/go-to-review/diener-associates/410284) #### 5.0 out of 5.0 rating for cost What Clients Have Said Client feedback indicates that Diener & Associates offers competitive pricing and exceptional value for money. One client noted their 'good value for cost' while another highlighted the 'tax savings' achieved through their services. Overall, clients appreciate the responsiveness and professionalism of the team, which enhances the perceived value. The consistent positive sentiment surrounding the company's pricing and delivered results suggests a strong alignment between cost and quality of service. [Read All Reviews](https://clutch.co/profile/diener-associates?verified=true#reviews) - $10,000 to $49,000 (1 reviews) #### Completed projects in 3 cities - Denver, Colorado (1 projects) - Alexandria, Virginia (1 projects) - Warrenton, Virginia (1 projects) [View Reviews](https://clutch.co/profile/diener-associates?verified=true#reviews) --- ### [The CPA Group](https://clutch.co/profile/cpa-group-0) #### 5 out of 5 star rating (5 reviews) - $5,000+ minimum project size - $300+ average hourly rate - 10 - 49 employees #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Business Valuation Services - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 20% Fractional CFO Services #### Company description The CPA Group is a firm specializing in comprehensive accounting services, including bookkeeping, strategic tax planning, and fractional CFO services. Across their reviews, they are consistently praised for their high-quality work, effective communication, and proactive solutions. Notably, 100% of reviewers appreciate their expertise and personalized approach, with no areas for improvement mentioned. [Visit Website](https://www.thecpagrp.com/) #### Communicative The CPA Group has received overwhelmingly positive feedback regarding their communication practices. Clients praised their clear and timely communication, noting that they consistently delivered on time and were highly responsive to needs. For instance, one client highlighted their proactive solutions and attention to detail, stating that The CPA Group’s personalized approach set them apart as a trusted partner. Overall, clients expressed satisfaction with the company's ability to maintain open lines of communication and adapt to changing requirements. - Accounting Services for IT Company (5.0/5, Nov 19, 2024): The CPA Group’s project management has been excellent. They are highly responsive to our needs, always providing clear communication and adapting to any changes in our requirements. Their team has been proactive in identifying potential issues and addressing them quickly, ensuring smooth and efficient management of our financial processes. What impressed us most about The CPA Group was their personalized approach and deep understanding of our financial needs. Their proactive solutions and clear communication set them apart, making them a trusted partner for our business. [Read Full Review](https://clutch.co/go-to-review/cpa-group-0/332067) - Accounting & Business Valuation Services for Healthcare Co (5.0/5, Dec 31, 2024): TCG's communication was clearly their strong-suit. From the beginning, they were always communicative and responsive which I think really made things go smoothly. Even if they didn't have the answer on the spot or in that moment, they still let us know they'd get back to us and when exactly we should expect a response. [Read Full Review](https://clutch.co/go-to-review/cpa-group-0/340390) #### Experience in 3 industries The CPA Group has demonstrated strong expertise in the healthcare, information technology, and advertising industries. Clients from the healthcare sector praised their ability to enhance financial understanding and improve margins through precise accounting, leading to successful business sales. In the IT industry, feedback highlighted their meticulous bookkeeping and strategic tax planning, fostering trust and transparency for investors. Additionally, advertising clients commended their proactive financial management, optimizing cash flow and reducing tax liabilities. Overall, The CPA Group is well-suited for businesses aiming for financial growth and operational efficiency. [Read All Reviews](https://clutch.co/profile/cpa-group-0?verified=true#reviews) ##### Cleaners Experience The CPA Group has received positive feedback from clients in the Cleaners industry, highlighting their expertise in financial management and consolidation for healthcare businesses. Clients report improved financial clarity, effective communication, and timely deliverables, resulting in higher sale prices for their portfolios. The firm's commitment to quality work and alignment with client values positions them as a strong partner for companies seeking comprehensive accounting assistance. - 1 review for cleaners industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting & Business Valuation Services for Healthcare Co (5.0/5, Dec 31, 2024): The CPA Group provided accounting services for a healthcare company. The team built a budget for each practice and consolidated it for a group-level view. They also forecasted revenue and expenses. [Read Full Review](https://clutch.co/go-to-review/cpa-group-0/340390) ##### Information technology Experience The CPA Group has received positive feedback from clients in the Information Technology sector, highlighting their expertise in accounting, strategic tax planning, and financial reporting. Clients commend their attention to detail, proactive communication, and ability to deliver timely and accurate results. The firm's personalized approach and alignment with client needs further establish them as a trustworthy partner. Overall, The CPA Group is well-regarded for its impact on enhancing financial operations and supporting long-term growth strategies. - 1 review for information technology industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for IT Company (5.0/5, Nov 19, 2024): The CPA Group provides accounting services for an IT company, including bookkeeping, strategic tax planning, and quarterly financial reporting. Moving forward, the team will offer fractional CFO services. [Read Full Review](https://clutch.co/go-to-review/cpa-group-0/332067) ##### Advertising & marketing Experience The CPA Group has received positive feedback from clients in the Advertising & marketing industry for their expertise in financial management and tax planning. Clients commend their proactive approach and ability to deliver timely, accurate financial reporting, which aids in strategic decision-making. The firm's efficient project management and clear communication are highlighted as strengths. Overall, The CPA Group is seen as a valuable partner for businesses seeking to optimize their financial operations and support growth objectives. - 1 review for advertising & marketing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Tax & Accounting Services for Digital Marketing Company (5.0/5, Nov 18, 2024): The CPA Group provides accounting services for a digital marketing company. The team is responsible for the client's bookkeeping, compliance with tax regulations, tax planning, and financial forecasting. [Read Full Review](https://clutch.co/go-to-review/cpa-group-0/331848) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients consistently praise The CPA Group for providing good value for their cost, with several noting that their pricing aligns well with project budgets. One client highlighted that, while the firm is not inexpensive, the quality of work delivered justifies the cost, resulting in improved financial outcomes. Overall sentiment reflects satisfaction with the return on investment and the company's ability to meet financial objectives efficiently. [Read All Reviews](https://clutch.co/profile/cpa-group-0?verified=true#reviews) - Less than $10,000 (2 reviews) - $50,000 to $199,999 (1 reviews) --- ### [Asesora](https://clutch.co/profile/asesora) #### 5 out of 5 star rating (4 reviews) - 250 - 999 employees - Dubai, United Arab Emirates #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 10% Banking Law - 10% Compliance Consulting - 10% Corporate Law - 10% Finance & Accounting Outsourcing (FAO) - 10% Finance Law - 10% Financial Advising & Planning - 10% Fractional CFO Services - 10% Funding & Investment - 10% Business Consulting #### Company description Asesora is a business consulting firm specializing in business registration, licensing, document clearance, and financial compliance services. Across their reviews, 100% of clients praised Asesora for their proactive support, timely delivery, and effective communication. Clients found their services smooth, stress-free, and aligned with their business goals, indicating a strong culture and value fit. [Visit Website](https://www.asesora.ae) #### Knowledgeable Clients consistently highlight Asesora's profound knowledge and expertise, noting their proactive support and ability to navigate complex processes efficiently. One client remarked that Asesora's 'deep knowledge made the whole process smooth and stress-free,' emphasizing their role as a partner rather than just a service provider. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction in how well Asesora handled their projects and addressed their needs promptly. - Business Consulting for Restaurant (5.0/5, May 16, 2025): Asesora's proactive support and deep knowledge made the whole process smooth and stress-free. They truly felt like a partner, not just a service provider. [Read Full Review](https://clutch.co/go-to-review/asesora/374775) #### Experience in 2 industries Asesora demonstrates expertise across the Food & Beverages and Construction industries. In the Food & Beverages sector, they excelled in facilitating business registration and licensing for a Pan-Asian restaurant, earning praise for their proactive support and timely delivery. In Construction, they successfully assisted a company in establishing a branch in Dubai, ensuring regulatory compliance and efficient project management. Overall, feedback highlights their responsiveness, thoroughness, and alignment with client values, making them a strong fit for businesses in these industries. [Read All Reviews](https://clutch.co/profile/asesora?verified=true#reviews) ##### Food & Beverages Experience Asesora demonstrates strong expertise in the Food & Beverages industry, as evidenced by their successful collaboration with RubyLand, a Pan-Asian restaurant. Clients have praised their proactive support, thorough understanding of business registration and licensing, and timely delivery of services. The positive sentiment reflects Asesora's ability to create a smooth onboarding process, aligning closely with client values and providing significant impact by enabling timely business operations and revenue generation. - 1 review for food & beverages industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Business Consulting for Restaurant (5.0/5, May 16, 2025): Asesora provided business consulting services for a restaurant. The team handled business registration, document clearance, licensing, and opening a business bank account for the client. [Read Full Review](https://clutch.co/go-to-review/asesora/374775) ##### Construction Experience Asesora has received positive feedback from clients in the Construction industry, highlighting their expertise in business setup and compliance services. Clients appreciated their efficient project management, timely delivery, and effective communication. The ability to provide tailored solutions that align with client needs and regulatory requirements has been noted as a key strength. Overall, Asesora's commitment to quality and client satisfaction makes them a strong candidate for businesses seeking reliable support in the Construction sector. - 1 review for construction industry - 1 review is 5 stars - Unknown avg. project cost - Business Consulting for Construction Firm (5.0/5, Mar 30, 2025): Asesora provides business consulting services for a construction firm. They're helping the client set up their branch in Dubai by handling company registration, licensing, compliance, and other requirements. [Read Full Review](https://clutch.co/go-to-review/asesora/363735) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients consistently highlight Asesora's competitive pricing and exceptional value for money. One client noted that their pricing fit within budget while providing good value for the cost. Another echoed similar sentiments, emphasizing that Asesora's services were cost-effective and delivered efficiently, contributing to a smooth and stress-free experience. Overall, the sentiment regarding cost and value is highly positive, with clients appreciating the balance between affordability and quality. [Read All Reviews](https://clutch.co/profile/asesora?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Baharestani & Ritt LLP](https://clutch.co/profile/baharestani-ritt-llp) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description Baharestani & Ritt LLP is a tax consultancy specializing in comprehensive tax return services, including Federal and State Tax Returns. The firm is highly regarded, with 100% of reviewers highlighting their detailed, organized approach and efficiency. Over 20 years of consistent excellence with no identified areas for improvement characterize their reputation. [Visit Website](http://bzrllp.com/) #### Exceeds expectations Clients consistently report that Baharestani & Ritt LLP exceeds expectations in their services. One long-term client emphasized their efficiency and thoroughness in preparing a detailed tax return, noting their adherence to the most recent tax laws. The client's loyalty over 20 years underscores their satisfaction, with no areas for improvement mentioned, reinforcing the firm's reputation for excellence in financial analysis and tax preparation. #### Experience in 1 industry Baharestani & Ritt LLP demonstrates strong expertise in the Hospitality & Leisure industry, evidenced by long-term client relationships and comprehensive tax services. Clients commend their efficiency, detailed tax returns, and adherence to current tax laws, resulting in high satisfaction. Overall, the firm's proactive approach and depth of knowledge make them a beneficial partner for businesses within this sector. [Read All Reviews](https://clutch.co/profile/baharestani-ritt-llp?verified=true#reviews) ##### Hospitality & leisure Experience Baharestani & Ritt LLP has established a strong reputation in the Hospitality and Leisure industry, demonstrated by long-term client relationships. Their expertise in tax analysis and compliance, particularly regarding current tax laws, is highlighted as a significant strength. Clients commend their organizational skills and efficiency, with one client noting their unwavering excellence over two decades of service. This firm is well-suited for businesses seeking reliable financial guidance in the hospitality sector. - 1 review for hospitality & leisure industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Tax Management Services for Hospitality & Leisure Company (5.0/5, May 19, 2021): Baharestani & Ritt LLP has provided accounting services for a hospitality and leisure company. They are tasked with managing the client's finances and taxes. [Read Full Review](https://clutch.co/go-to-review/baharestani-ritt-llp/30378) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients consistently commend Baharestani & Ritt LLP for their exceptional value and cost-effectiveness. One long-term client noted their comprehensive and organized tax return services, emphasizing the firm's efficiency and adherence to current tax laws. The sentiment is overwhelmingly positive, with clients expressing satisfaction in the firm's ability to exceed expectations, indicating that the cost aligns well with the quality of service provided. [Read All Reviews](https://clutch.co/profile/baharestani-ritt-llp?verified=true#reviews) - Less than $10,000 (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) --- ### [Coin Masters](https://clutch.co/profile/coin-masters) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - $50 - $99 average hourly rate - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Business Valuation Services - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 20% Fractional CFO Services #### Company description Coin Masters is an accounting services company specializing in bookkeeping, bank reconciliation, and accounts management. Reviews indicate a high satisfaction rate, with 99% accuracy in financial records and a 30% reduction in overdue receivables. Clients praise their personalized approach and attention to detail, although streamlined communication and more detailed financial insights are suggested for improvement. [Visit Website](https://coinmasters.ca/) #### Professional Overall, the sentiment regarding Coin Masters' professionalism is highly positive. Clients noted their personalized approach, attention to detail, and timely deliverables, with one client highlighting a 99% accuracy rate in bookkeeping. They effectively managed projects, responding promptly to needs and offering proactive solutions. However, there is room for improvement in communication efficiency and providing deeper financial insights, as mentioned by a client who suggested streamlining communication channels. #### Experience in 1 industry Coin Masters has demonstrated expertise primarily in the Advertising & Marketing industry, providing effective bookkeeping services that resulted in a 99% accuracy rate and a 30% reduction in overdue receivables. Clients appreciated their personalized approach, timely deliverables, and proactive communication. The overall sentiment is positive, highlighting their strengths in accuracy, efficiency, and client engagement. Potential clients in the digital agency sector seeking tailored financial solutions can expect impactful results from their partnership with Coin Masters. [Read All Reviews](https://clutch.co/profile/coin-masters?verified=true#reviews) ##### Advertising & marketing Experience Coin Masters has received positive feedback from clients in the Advertising & marketing industry, particularly for their expertise in bookkeeping and financial management. Clients noted their high accuracy rate, effective project management, and timely deliverables, which significantly improved operational efficiency. Their personalized approach and attention to detail were highlighted, enhancing client satisfaction. Overall, Coin Masters is well-regarded for its professionalism and responsiveness, making it a suitable partner for businesses seeking reliable financial services. - 1 review for advertising & marketing industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting & Bookkeeping for Digital Marketing & PR Agency (5.0/5, Aug 10, 2024): A digital marketing and PR agency engaged with Coin Masters for their accounting and bookkeeping services, including data entry and record keeping, bank reconciliation, and accounts payable and receivable. [Read Full Review](https://clutch.co/go-to-review/coin-masters/306457) #### 5.0 out of 5.0 rating for cost What Clients Have Said Coin Masters is praised for its competitive pricing, which aligned well with client budgets, as noted by the CEO of Borok Media. Clients reported a significant reduction in bookkeeping expenses by 15% and highlighted the overall value for money through efficient service delivery and high accuracy. While the company excels in personalized service and timely communication, clients suggested improvements in communication channels and financial insights to further enhance perceived value. [Read All Reviews](https://clutch.co/profile/coin-masters?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [The Wow Company](https://clutch.co/profile/wow-company) #### 4 out of 5 star rating (1 reviews) - 50 - 249 employees #### Services Provided - Allocation of Expertise by Percentage - 15% Accounting - 15% Business Valuation Services - 5% Commercial Financing - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 10% Financial Consulting - 15% Business Consulting #### Company description The Wow Company specializes in accounting services, including tax preparation, bookkeeping, and business consulting support. Feedback highlights their deep understanding of design agencies, flexibility, and innovative solutions. While 100% of reviewers praise their expertise and support, minor improvement is suggested in response times. Overall, The Wow Company is highly recommended by clients for comprehensive and tailored accounting services. [Visit Website](https://www.thewowcompany.com/) #### Knowledgeable Clients consistently praise The Wow Company for their extensive knowledge and understanding of agency needs. One client noted, 'They understand agencies better than any accountant I’ve ever worked with,' highlighting their expertise in complex tasks like R&D work. Additionally, the client's account manager, Hannah, was described as 'a brilliant accountant,' showcasing the team's overall proficiency. While there are minor suggestions for improvement in responsiveness, the sentiment remains overwhelmingly positive regarding their knowledge and adaptability. #### Experience in 1 industry The Wow Company has received positive feedback primarily from the Advertising & Marketing industry. Clients highlight their expertise in accounting, particularly in tax preparation and business consulting. They are noted for their understanding of agency needs and their ability to provide tailored solutions. Overall sentiment is strong, with clients appreciating their flexibility and knowledge, although some note occasional delays in responsiveness. This positions The Wow Company as an excellent choice for businesses in the creative sector looking for reliable accounting support. [Read All Reviews](https://clutch.co/profile/wow-company?verified=true#reviews) ##### Advertising & marketing Experience The Wow Company demonstrates exceptional expertise in the Advertising & Marketing sector, catering specifically to agencies. Clients praise their deep understanding of industry needs, flexibility in problem-solving, and effective communication tools. Their support during challenging times, such as the pandemic, highlights their commitment to client welfare. Overall sentiment is highly positive, with recommendations underscoring their ability to deliver impactful solutions tailored to marketing professionals. - 1 review for advertising & marketing industry - $10,000 – $49,000 avg. project cost - Accounting Services for Design Firm (4.0/5, Feb 23, 2021): The Wow Company provides ongoing, high-level accounting services, including annual returns and tax computations. During the pandemic, they've also contributed to furlough and mental health efforts. [Read Full Review](https://clutch.co/go-to-review/wow-company/77585) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients generally perceive The Wow Company as providing excellent value for money, particularly noting their tailored approach to accounting for agencies. One client highlighted that previous providers were 'too big and expensive,' while The Wow Company has been accommodating and understanding of their specific needs, leading to a significant investment of around £20,000 over several years. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of service provided. [Read All Reviews](https://clutch.co/profile/wow-company?verified=true#reviews) - $10,000 to $49,000 (1 reviews) #### Very responsive The Wow Company is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [Dark Horse CPAs](https://clutch.co/profile/dark-horse-cpas) - $1,000+ minimum project size - $300+ average hourly rate - 50 - 249 employees - Encinitas, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 40% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning #### Company description Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia. [Visit Website](https://www.darkhorse.cpa) --- ### [IRIS Business Services Ltd](https://clutch.co/profile/iris-business-services) - 250 - 999 employees - Navi Mumbai, India #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Advising & Planning #### Company description Founded in 2000, IRIS Business Services Ltd is a midsize Navi Mumbai, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning. [Visit Website](https://www.irisbusiness.com/) --- ### [Equirus Wealth](https://clutch.co/profile/equirus-wealth) - $1,000+ minimum project size - 50 - 249 employees - Mumbai, India #### Services Provided - Allocation of Expertise by Percentage - 20% Business Valuation Services - 50% Financial Advising & Planning - 30% Funding & Investment #### Company description Equirus Wealth is a Financial Advising & Planning company. They are in Mumbai, India and Ahmedabad, India. Their team provides Financial Advising & Planning and Funding & Investment. [Visit Website](https://www.equiruswealth.com/) --- ### [CoCredo](https://clutch.co/profile/cocredo) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - Great Missenden, England #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Financial Advising & Planning #### Company description CoCredo is an Accounting company. In Great Missenden, England, the team specializes in Accounting and Financial Advising & Planning. [Visit Website](https://www.cocredo.co.uk/) --- ### [PKC Management Consulting](https://clutch.co/profile/pkc-management-consulting) - $1,000+ minimum project size - < $25 average hourly rate - 50 - 249 employees - Chennai, India #### Services Provided - Allocation of Expertise by Percentage - 5% Accounting - 5% Commercial Financing - 10% Corporate Law - 15% Document Digitization & Management - 5% Finance & Accounting Outsourcing (FAO) - 10% Finance Law - 10% Financial Advising & Planning - 20% Business Consulting - 20% Tax Law #### Company description Business Consulting company PKC Management Consulting was established in 1988. The team offers Business Consulting and Tax Law and is in Chennai, India and Vijayawada, India. [Visit Website](https://www.pkcindia.com) --- ### [Vistica Wealth Advisors](https://clutch.co/profile/vistica-wealth-advisors) - 2 - 9 employees - Carlsbad, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Advising & Planning #### Company description Vistica Wealth Advisors is a Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2015. The company is in Carlsbad, California. [Visit Website](https://visticawa.com/) --- ### [Skytale Group](https://clutch.co/profile/skytale-group) - $1,000+ minimum project size - $100 - $149 average hourly rate - 50 - 249 employees - Dallas, TX #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Commercial Financing - 25% Financial Advising & Planning - 25% Insurance Services & Brokers #### Company description Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize. [Visit Website](https://skytalegroup.com/) --- ### [HORAN](https://clutch.co/profile/horan-0) - 50 - 249 employees - Fort Mitchell, KY #### Services Provided - Allocation of Expertise by Percentage - 35% Financial Advising & Planning - 20% Financial Consulting - 35% Insurance Services & Brokers - 10% Business Consulting #### Company description HORAN is a midsize Financial Advising & Planning company headquartered in Fort Mitchell, Kentucky. The team provides Financial Advising & Planning and Insurance Services & Brokers. [Visit Website](https://horan-fortmitchellky.godaddysites.com) --- ### [Accountancy Enterprise Ltd](https://clutch.co/profile/accountancy-enterprise) - $1,000+ minimum project size - $25 - $49 average hourly rate - 2 - 9 employees - Hayes, England #### Services Provided - Allocation of Expertise by Percentage - 35% Accounting - 35% Financial Advising & Planning - 30% Tax Law #### Company description Accountancy Enterprise Ltd is an Accounting company. Launched in 2023, the company is based in Hayes, England. Their team focuses on Accounting and Financial Advising & Planning. [Visit Website](https://accountancyenterprise.com/) --- ### [David Jacobs Business Broker](https://clutch.co/profile/david-jacobs-business-broker) - $100,000+ minimum project size - $150 - $199 average hourly rate - Freelancer employees - Sunnyvale, CA #### Services Provided - Allocation of Expertise by Percentage - 70% Financial Advising & Planning - 10% Financial Consulting - 20% Business Consulting #### Company description Financial Advising & Planning company David Jacobs Business Broker is in Sunnyvale, California. Launched in 2019, the team provides Financial Advising & Planning and Business Consulting. [Visit Website](https://davidjacobsbusinessbroker.com) --- ### [Miessau LLC](https://clutch.co/profile/miessau) - $25 - $49 average hourly rate - 2 - 9 employees - El Paso, TX #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Customer Service Outsourcing - 25% Finance & Accounting Outsourcing (FAO) - 25% Financial Advising & Planning #### Company description In El Paso, Texas, Miessau LLC is a small Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting. [Visit Website](http://www.miessaullc.com) --- ### [Mint Financial Services](https://clutch.co/profile/mint-financial-services) - $1,000+ minimum project size - 10 - 49 employees - Old Sarum, England #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Advising & Planning #### Company description Mint Financial Services is a Financial Advising & Planning company. Founded in 2019, their team focuses on Financial Advising & Planning. [Visit Website](https://www.mintfinancialservices.co.uk/l) --- ### [Vision Consulting](https://clutch.co/profile/vision-consulting-2) - $1,000+ minimum project size - 10 - 49 employees - London, England #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 50% Financial Advising & Planning - 25% Business Consulting #### Company description Launched in 2002, Vision Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Business Consulting. [Visit Website](https://visionconsulting.co.uk/) --- ### [Shreshtha Business Solutions](https://clutch.co/profile/shreshtha-business-solutions-0) - $10,000+ minimum project size - $100 - $149 average hourly rate - 50 - 249 employees - Chennai, India #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Financial Advising & Planning - 25% PEO/Employee Leasing - 25% Recruiting #### Company description Launched in 2018, Shreshtha Business Solutions is an Accounting company. The agency provides Accounting and Financial Advising & Planning. [Visit Website](https://shreshtha.net.in) --- ### [CAPATA](https://clutch.co/profile/capata) - $1,000+ minimum project size - $300+ average hourly rate - 10 - 49 employees - Laguna Niguel, CA #### Services Provided - Allocation of Expertise by Percentage - 70% Accounting - 15% Financial Advising & Planning - 15% Business Consulting #### Company description CAPATA is a Laguna Niguel, California-based Accounting company. Their services include Accounting and Business Consulting. [Visit Website](https://www.capatacpa.com/) --- ### [Aventis Advisors](https://clutch.co/profile/aventis-advisors) - $50,000+ minimum project size - 2 - 9 employees - Warszawa, Poland #### Services Provided - Allocation of Expertise by Percentage - 10% Business Valuation Services - 80% Financial Advising & Planning - 10% Funding & Investment #### Company description Aventis Advisors, a Financial Advising & Planning company, is located in Warszawa, Poland. The team offers Financial Advising & Planning and Business Valuation Services. [Visit Website](https://www.aventis-advisors.com/) --- ### [SpudBlocks](https://clutch.co/profile/spudblocks) #### 5 out of 5 star rating (2 reviews) - 50 - 249 employees #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 35% Financial Consulting - 35% Business Consulting #### Company description SpudBlocks offers a range of services including Web3 business analysis, strategic business development, e-commerce website development, and SEO. Reviews indicate that clients appreciate their innovative approach, attention to detail, and effective project management. However, some suggest that communication could be more streamlined to avoid delays in project updates. Overall, SpudBlocks received positive feedback for their commitment to excellence and timely delivery. [Visit Website](https://spudblocks.com/) --- ### [Bowman & Company CPA, PC](https://clutch.co/profile/bowman-company-cpa-pc) - 10 - 49 employees - Columbia, MD #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 10% Commercial Financing - 10% Document Digitization & Management - 25% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 15% Business Consulting #### Company description Launched in 1987, Bowman & Company CPA, PC is a small Columbia, Maryland-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting. [Visit Website](https://www.bowmancpa.com) --- ### [Quest - Advisory, Business Succession & M&A](https://clutch.co/profile/quest-advisory-business-succession-ma) - 10 - 49 employees - Davidson, NC #### Services Provided - Allocation of Expertise by Percentage - 15% Business Valuation Services - 20% Financial Advising & Planning - 10% Financial Consulting - 15% Funding & Investment - 40% Business Consulting #### Company description Launched in 2015, Quest - Advisory, Business Succession & M&A is a Business Consulting company. The small team provides Business Consulting and Financial Advising & Planning. [Visit Website](https://questnow.net/) --- ### [Carleys](https://clutch.co/profile/carleys) - 10 - 49 employees - Chatham, England #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 15% Business Valuation Services - 30% Financial Advising & Planning - 15% Financial Consulting #### Company description Carleys is a small Accounting company. Launched in 1950, the team offers Accounting and Financial Advising & Planning. [Visit Website](https://carley.co.uk/) --- ### [AccNet Solutions](https://clutch.co/profile/accnet-solutions) - 10 - 49 employees #### Services Provided - Allocation of Expertise by Percentage - 85% Accounting - 15% Financial Advising & Planning #### Company description AccNet Solutions is a London, England-based Accounting company. Their services include Accounting and Financial Advising & Planning. [Visit Website](https://accnetsolutions.com/) --- ### [Fast Growth Consulting Ltd](https://clutch.co/profile/fast-growth-consulting) - $5,000+ minimum project size - $150 - $199 average hourly rate - 2 - 9 employees - Wallington, England #### Services Provided - Allocation of Expertise by Percentage - 7% Accounting - 7% Commercial Financing - 33% Financial Advising & Planning - 20% Financial Consulting - 33% Funding & Investment #### Company description Fast Growth Consulting Ltd is a small Financial Advising & Planning company launched in 2019. Their team focuses on Financial Advising & Planning and Funding & Investment. [Visit Website](https://www.fastgrowthconsulting.com) --- ### [Corporate Group](https://clutch.co/profile/corporate-group-0) - $5,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Dubai, United Arab Emirates #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Corporate Law - 10% Finance & Accounting Outsourcing (FAO) - 10% Finance Law - 20% Financial Advising & Planning - 10% Business Consulting - 10% Tax Law #### Company description Corporate Group is an Accounting company. Located in Dubai, United Arab Emirates and Abu Dhabi, United Arab Emirates, the team offers Accounting and Financial Advising & Planning. [Visit Website](https://corporategroup.me/) --- ### [Business Development Machine](https://clutch.co/profile/business-development-machine) - $10,000+ minimum project size - $300+ average hourly rate - 2 - 9 employees - Elgin, SC #### Services Provided - Allocation of Expertise by Percentage - 10% Corporate Training & Coaching - 15% Financial Advising & Planning - 50% Business Consulting - 15% Marketing Strategy - 10% Other Marketing #### Company description Business Development Machine is a Business Consulting company launched in 2014. The firm focuses on Business Consulting and Marketing Strategy. [Visit Website](https://www.businessdevelopmentmachine.com/) --- ### [Altmaven Capital](https://clutch.co/profile/altmaven-capital) - 2 - 9 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 25% Financial Advising & Planning - 25% Financial Consulting - 25% Funding & Investment - 25% Business Consulting #### Company description Founded in 2019, Altmaven Capital is a small Business Consulting company. Their services include Business Consulting and Financial Advising & Planning. [Visit Website](https://www.altmavencapital.com/) --- ### [Manay CPA](https://clutch.co/profile/manay-cpa) - 50 - 249 employees - Marietta, GA #### Services Provided - Allocation of Expertise by Percentage - 45% Accounting - 5% Commercial Financing - 20% Financial Advising & Planning - 10% HR Consulting - 15% Business Consulting - 5% PEO/Employee Leasing #### Company description Manay CPA is an Accounting company based in Marietta, Georgia and Atlanta, Georgia. Their services include Accounting and Financial Advising & Planning. [Visit Website](https://www.manaycpa.com) #### Very responsive Manay CPA is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [Wiley Financial](https://clutch.co/profile/wiley-financial) - 50 - 249 employees #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Commercial Financing - 25% Finance & Accounting Outsourcing (FAO) - 25% Financial Advising & Planning #### Company description Founded in 2000, Wiley Financial is a Finance & Accounting Outsourcing (FAO) company. The firm offers Finance & Accounting Outsourcing (FAO) and Commercial Financing, and is midsize. [Visit Website](https://wileyfinancialinc.com/) --- ### [Ledger Labs, Inc.](https://clutch.co/profile/ledger-labs) #### 5 out of 5 star rating (6 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 50 - 249 employees #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description Ledger Labs, Inc. offers services in Financial Advising and Planning, with a notable expertise in Netsuite ERP implementation. The reviews highlight their effective project management, responsiveness, and ability to enhance operational efficiency, making them a valuable partner for achieving improved decision-making and streamlined processes. Clients appreciate their communication and collaborative approach, indicating high satisfaction with their services. [Visit Website](https://www.theledgerlabs.com/) --- ### [BeeBee Advisory](https://clutch.co/profile/beebee-advisory) - $10,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees - New Delhi, India #### Services Provided - Allocation of Expertise by Percentage - 70% Accounting - 30% Financial Advising & Planning #### Company description BeeBee Advisory is an Accounting company. The small New Delhi, India-based team focuses on Accounting and Financial Advising & Planning. The agency was established in 2016. [Visit Website](https://beebeeadvisory.com/) --- ### [Ekspert Bankowy](https://clutch.co/profile/ekspert-bankowy) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 30% Finance & Accounting Outsourcing (FAO) - 30% Financial Advising & Planning - 40% Insurance Services & Brokers #### Company description Ekspert Bankowy provides Financial Advising and Planning services, focusing on helping clients select optimal financial products. Their reviews highlight professionalism, excellent business support, and significant cost savings. Clients particularly appreciate their effective communication and in-depth knowledge of the financial industry. [Visit Website](https://ekspert-bankowy.pl/) --- #### Get personalized agency matches based on your project goals. 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