Top 40 Financial Accounting Firms

Basis 365 provides bookkeeping services for an omnichannel cosmetics retailer in California. They migrated their accounting from QuickBooks to Xero and restructured software integrations to improve performance. The client especially appreciated their accurate reporting and transparent prices.

"They’ve streamlined operations–expenses are down and income is up. We now have full confidence in the bookkeeping’s accuracy. Prices are transparent and the team has great integrity." — Owner, Cosmetics Retailer

LYFE Accounting handled the tax preparation and bookkeeping operations of a real estate agency. LYFE Accounting was able to work well with the agency's employees. The agency was allowed to pay for LYFE Accounting's services after the project, which they did. LYFE Accounting's recommendations of certain systems have made the agency's weekly accounting much easier.

"I was most impressed by the way Lyfe made us feel. It was like we were their only client by the way they treated us. They were always available and always in communication." - Senior Agent, Real Estate Agency

Supporting Strategies provided accounting services for a customer success startup. They reconciled the client's expenses by looking at their monthly, quarterly, and yearly reports. Their support has alleviated the client's administrative burden of bookkeeping. 

"I don’t need to worry about balancing the books, which is something my auditors and investors care about." — Founder & CEO, Customer Success Startup

A web design firm needed a company to help with their accounting. ORBA provides tax planning, consulting, and filing services to the client. ORBA's services save time, allowing the client to focus on growing their business.

"Jim’s [project manager] advice is very clear and has given me peace of mind regarding the accounting for my company. With his contributions, I've been able to grow each year in profit and revenue. What I find especially valuable is having someone involved that I can trust because that frees me up to run my business successfully. Jim fills that role." — Founder, Web Design Firm

Quatrro handled the data processing for a business services provider to streamline their business. By outsourcing, their daily operations are more effective. 

"It makes us more efficient." — Executive, Business Services Provider

Pasquesi Partners LLC provided business accounting services for a talent recruitment company. The client needed a company to oversee its client billing, business credit card and checking account management, and taxes. They helped the client with all of its needs and helped it develop a better understanding of their expenses.

“I now understand the importance of paying out and timing and have the due diligence to set aside money for taxes.” – President, Talent Recruitment Company
 

Flatworld Solutions partnered with a products business and assumed customer service and live calling duties organization-wide. The client's customers have reported 98% satisfaction rate when dealing with the team at Flatworld Solutions. The client estimates that the team at Flatworld Solutions has saved their organization over 40 hours of work. The team showed an impressive level of professionalism and customer service skills. 

"They're dedicated to making their customers like us as successful as possible. Flatworld Solutions excels at communication and takes care to offer a pleasant customer experience." –Customer Service Director, Products Business 

Stancil & Company provided accounting services for a business management association. They were responsible for daily bookkeeping, monthly financial reviews, and documentation. The team also handled tax preparation and payroll.

"I can’t speak highly enough about them. They were great from the start, but they’ve gotten better and better since then." – Executive Director, Business Management Association

SFBay Financial provided tax preparation and bookkeeping services. They advise on specific accounting needs for the client, such as different tax circumstances. Their support has led to no accounting mistakes and the client is satisfied. 

"We’re happy with their services and haven’t had any tax problems." – Owner & Executive Producer, Video Production Company

Accurate Methods Consulting, LLC provided bookkeeping services to a data company. The team managed a QuickBooks migration and assisted with tax preparation. The completed all the tasks accurately and in a timely manner.

George Dimov, CPA resolved six years' worth of back taxes for an entertainment company that involved a mix of W2 jobs and 1099s across multiple states. They helped prepare the forms for each year and reviewed the content before filing. They helped the client receive refunds.

"We were able to get all years filed and 3 of the years we were so happy to find out were refunds." –Production Designer, Entertainment Company

MindSpace Outsourcing Services partnered with a coffee company to supply accounting services. They provided the client with maintenance of book for over 10 entities, payroll, and quarterly taxes. This partnership was successful for the client’s business.

“Best accounting arrangement I’ve had over 30 years. I have a team of at my disposal ready and willing to carry out my needs. Ultra trustworthy. Excellent service ethic. They go above and beyond.” — President, Coffee Company

 MAVENTRI handled annual financial compilations and monthly and quarterly bank reconciliations for a government contractor. Additional services included tax filing, budgeting, and forecasting 

"MAVENTRI's team has been able to quickly understand the details of our work, from contracts to revenue and expenses to how those elements affect our benefits and everything in between. It's clear that they're experts in what they do, because we never have to catch them up to speed on anything." — Director, Government Contractor

Maxim Liberty, Inc. provided additional support to a bookkeeping company. They provided assistance to the client, who need help with an overflow of outsourced accounting work. The client was very happy with the result of the sub-contracting and said that they are responsible for the success of their business.  

“I depend on Maxim Liberty, Inc. to an enormous degree. I'm so pleased with their work.” – CEO, Bookkeeping Company
 

Abacus Consulting collaborated with a video app company to implement strategy and develop social media advertising campaigns. The team also helped with content creation, testing, and reports. The client was impressed with the quality of their work.

"They were effective marketers on Facebook. We have a list of highly qualified leads acquired for low CPI, so Abacus was successful in this regard." – Head of Growth, Video App

Cook Martin Poulson, P.C. did accounting and tax preparation for a personal injury law firm. They provided an entity formation strategy to ensure proper tax election, managed QuickBooks, and supported a trust account for client funds. Besides giving the client peace of mind, Cook Martin Poulson, P.C.’s involvement helped the client save money and grow their company.

“Working with them gives us great peace of mind, especially since there are many accounting rules I don’t know as a business owner. Secondly, some of the strategies they’ve suggested have helped save me money, which is awesome. It’s also just another task off my to-do list which helps us grow as a company.” – Owner, Personal Injury Law Firm

GTA Accounting provides corporate bookkeeping and account management services to a management consulting firm. The team leverages a flexible and transparent approach to maintain open lines of communication with their client.

"The team genuinely cares about their clients; I’ve felt undercharged at times for their comprehensive service." – Owner, Consulting Firm

Salient Accounting and Finance provided accounting and taxation services for a kitchen design company. They provided the client with consultations that focused on how to improve accounting and tax practices within the company. The client was satisfied by the service, noting how the support of Salient Accounting and Finance has led to significant company growth.
 

“They’ve exceeded our expectations and allowed us to reduce our tax bills by 70%.” – Managing Director, Kitchen Design Company

A lead generation company needed somebody to handle their complex end of year tax forms. Murray, Jonson, White & Associates takes care of tax filings for three separate LLC's within the overall company. 

"They’ve done our taxes for 15 years, and they’ve been clean on their accuracy for that whole time...They’ve just been a good firm." — CEO, Lead Generation Company

A software development company needed an agency to implement a data migration project. Crowe executed the data migration from CRM 3.0 to a newer version. Crowe now provides the client custom development and CRM support as needed.

"I think the quality of the product that they deliver is very high. Because they focus on one product, they usually do it very well the first time around. It's rare that we find glitches or any kind of defects in their work." — President & Owner, Software Development Company

A healthcare firm needed outsourced assistance to help them work more efficiently. IQ BackOffice provides payment processing, cyber security, data, and legal services that have made the company more efficient, innovative, and proactive. 

"They use innovative technology and provide great security...There is nothing they need to improve." — IT President, Healthcare Firm

Lombardo Wagner Ayers & Company handled accounting for a digital agency. They reviewed the client’s monthly accounting, validated it, and closed out their books. The client appreciated the company’s effective communication and willingness to help.

“They’ve helped make financial decisions and have given us input on company strategy, especially when it’s relative to taxes.” – CEO, Digital Agency
 

CapActix Business Solutions provided accounting services to help a construction company accurately budget and secure more project bids. The client has been happy with the new management reports.

“We’re now able to view a project’s profitability and make appropriate bids on the jobs that we want.” – Owner, Construction Company

Profit Matters provided money management services to an outdoor design company. They provided bookkeeping and data analysis for the client, who wanted to save money by outsourcing those services. The client was impressed by the quality of the work.

“They are innovative and technology-centered. They are quick and easy to work with.” – CEO, Outdoor Design Company
 

LZVCPA Inc provided general advisory services for a tenant organization. They reviewed legal documents and contracts as well as assessed funding documents from banks and government agencies. They also helped the client to hire a management company. They provided guidance that facilitated a successful real estate transaction and augmented the client's resources.

"They are reasonable and methodical."— President, Tenant Association

Tax Expert provides ongoing accounting services for a digital services firm. They helped to set the company up in its early stages, managing taxes via a digital platform and overseeing the firm's financial situation on a recurring basis. The client has reported satisfaction with Tax Expert's work.

"With standard accountants, it’s a lot of paper, time, and back-and-forth. In contrast, Tax Expert is easy to approach, quick at what they do, and timely in getting everything done. We don’t have to worry about our accounting anymore: it’s one less headache for us." - Managing Director, Digital Services Firm

KDG was hired by a liberal arts college to redo the client's website using WordPress and create a mobile site. KDG supplied the client with full design, development, and hosting services, even as it continues to monitor and maintain both websites. KDG's work awarded its client a B+/A by the National Research Center for College & University Admissions, and the website would have earned higher marks but for budgetary constraints.

"KDG consistently delivers a high quality product at a reasonable cost and with exceptional customer service." – Director of Communications, Liberal Arts College 

Barlin Business Solutions provided tax preparation services for a software company. They answered all questions regarding state-to-state issues. The team also consulted on salary structures and personal tax advice. 

"We have someone reliable who we can talk to and work through creative solutions to our problems." – Co-Founder, Software Company

Finmodellab helped a healthcare startup prepare for their seed round of funding. Their team developed a comprehensive model that detailed their long-term projections, capitalization, SaaS analysis metrics, and consolidated tracking. Their in-depth knowledge of the field was impressive.

"Finmodelslab has impressive technical knowledge of SaaS finances and economics." — CEO, Healthcare Startup

Alcor provided outsourcing services for a global software company. They provided their client with accounting services and legal work for their reporting and documentation. The client was happy with the level of service provided.

“We are satisfied with the team’s performance because they communicate regularly, met deadlines, and support their answers with substantive information.” – Executive, Global Software Company
 

4xxi worked with a ratings platform to develop a digital platform from scratch. The team developed the frontend and backend based on the designs that another creative agency had put forth. The client asked for API integrations with data, connections to LinkedIn, and advanced search functionality for all site content. The client has grown from zero users to over 5,000 active community members.

"4xxi is not afraid to take on any kind of work, they are not pushing me off for the next project, and they’ve definitely taken the time to work with me on anything." - CEO, Ratings Platform

Lalea & Black created a financial strategy for a digital marketing agency. They also offered accounting services, tax strategy, and preparation daily, monthly, and annually. They provided reliable advice. They go above and beyond to ensure they meet their client’s needs. They’re also very personable.

“Daniel cares about his clients and provides actionable, step-by-step advice for making the most of our finances.” – CEO, Digital Marketing Agency

TravCom provided data entry for a transportation company to balance and perform specific reporting for their clientele. TravCom’s service provides daily data so the company can successfully cross-check and compare their bookings. 

“The ease of use is the biggest strength of Travcom." – Finance Manager, Transportation Company 

Accely performed a comprehensive SAP migration for an industrial conglomerate in the UAE. The client long relied on a legacy SAP platform and wanted to upgrade to the more advanced SAP HANA system. Accely's software engineers oversaw a 30-person in-house development team and executed the migration and some feature upgrades within the client's timeframe.

"Their competency in SAP migration is remarkable, and I like that they are confident in their skills. I also appreciate their diligence in completing tasks ahead of deadlines." — Group IT Manager, Industrial Conglomerate

OSOME was hired to incorporate an IaaS company and set up their bank account. The team was unsuccessful in their efforts, receiving rejections from several banks.

“They answer quickly.” – Director, IaaS Company

A digital agency required complex financial reports that were too much to handle for their internal staff. Westside Tax provides the client with a CPA that ensures their compliance and handle legal/tax issues. They also have an ongoing relationship to create custom financial reports.

"He’s [Founder of Westside Tax] enabled us to be able to hire people remotely in other states and countries while dealing with the tax, accounting, and legal issues that have come up through doing so. He’s done a great job. Without that, our expenses would be far higher, and our operation just couldn’t run the way it does." — CEO, Digital Agency

Dimicro S.A developed a management web portal for a boutique technology manufacturer in Athens. The client provided technical specifications, from which the Dimicro team created the platform's architecture, design principles, and user experience. After rounds of user testing, the client is highly satisfied with its functionality; they remarked that Dimicro's level of skill in software is particularly impressive.

"They're not only tech-savvy, but also skilled in application architecture. Knowing how to write code in any programming language is quite different from structuring it into an entire architecture. They can do it all." — Co-Founder, Manufacturing Company

Squar Milner reviewed and prepared annual tax returns for a company to file internationally. The client was impressed with their international tax experience.

“They have experience in preparing complex returns. They were able to go back into previous years of returns and determine what components were missing that the previous accountant had not considered.” – Senior Attorney, Law Firm

Perkins & Co provides bookkeeping and tax preparation services for a software development firm. They also make recommendations and provide expertise surrounding tax filings. Their work has enabled the business to have a second set of eyes looking over important tax and bookkeeping documents. 

"They have the tax expertise that no one in our firm really has which is great." – Finance Manager, Software Development Firm

Icon Real Estate Services, Inc managed a few properties for a real estate investment firm. The team provided satisfactory service and was responsive.

“I’m very pleased with the services that ICON provides.” – President, Real Estate Investment Firm

Baltic Assist partnered with a healthcare company and provided the client with financial and supply chain support. They also provided customer support for the client’s branches and communicated within the supply chain with different invoices. The client was happy with their work and is increasing their involvement within the firm. 

“Baltic Assist helps reduce the level of detail and number of transactions I need to involve myself in, which is extremely helpful. We’re thrilled with their work so far, especially for accounting and financial reporting. We’re increasing their involvement and giving their team more responsibility in our day-to-day functions.” - Managing Director, Healthcare Company
 

A small web agency found that they were spending too much time on administrative work instead of the core of their business. RemSource has saved the client time and lets them focus on their work by handling their phone calls, updating records, scheduling meetings, and managing their projects. 

"I've constantly had customers tell me how professional my assistant is. Plus, it's freed up a lot more time for me to do the things I love and make money." — President, Web Agency

KOISRA Co., Ltd set up an e-learning company in Korea, handling marketing and PR for appealing to the Korean market. They translated campaigns, created copy, and sold and provided the actual service. Thanks to KOISRA Co., Ltd, the client was able to establish the company and a fully-functional office in Korea.

“We felt that we were in good hands the whole time with KOISRA Co., Ltd and they helped us establish a functioning office in Korea. They advised us and gave us what we needed, acting independently from us and doing things that we wouldn’t normally do in order to better grasp the Korean market.” – Vice President of Sales, E-Learning Company

Worldwide 101 assisted a large media company in making their processes more efficient. Their team handled the case work for their legal team.

"They allow us to advance the work and have better communication...They provide stability within the firm." — Executive, Media Company

Sisterson & Co. LLP provided tax preparation and financial planning services for an AI legal search platform. The team offers support with QuickBooks and general consulting. Their services are consistent and positively impactful. 

“[The team] works hard, knows what [they’re] talking about, and is responsive.” — Founder & CEO, AI Legal Search Platform

Cogneesol did data processing for a child care consultancy. They also reviewed and analyzed patient records. The team is adaptable and supportive.

“They've adapted well to the numerous changes that we've had to our workflows over the past several years, and they continue to be flexible to specific project needs. “ – Business Administration Manager, Child Care Consultancy

CNA International IT provided IT recruitment services for an audio systems manufacturer. They recruited DSP engineers and C++ developers using a system of reviews to make sure that they were only providing the best personnel to the client. The client was very happy with the candidates provided and said that they fit in perfectly at their company.

“All of their candidates were good; the best of all the companies we worked with.” – Operations Manager, Audio Systems Company
 

MAX BPO was subcontracted by a digital marketing agency for its inbound and outbound call center services. The project is still ongoing and is showing positive results.

"They have a good team model. So, it's always been easy working with them." – Digital Marketing Expert, Digital Marketing Agency

Line Accountancy cleaned the books of a construction company. They made certain that the accounting records were accurate. They impressed the client by delivering the project in a timely manner and by going above and beyond to ensure high-quality work.

“Our books are correct since we let this company handle them. This company goes above and beyond to get things done on time and correctly. I’m very satisfied with their work. Can’t think of anything right now that can be improved.” – CEO, Construction Company

Jones, Schiller & Littman provided forensic accounting services to assist with the facilitation of a divorce. They were in charge of finding tax returns and other documents. While some services met expectations, the firm, unfortunately, didn't render all of the services requested.

"It was extremely frustrating." – Individual