Top 100 Financial Accounting Firms

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

Blumer & Associates, CPAs, PC provided accounting services for a digital agency. The agency was looking to outsource their accounting needs. Blumer & Associates, CPAs, PC provided monthly coaching sessions ass well as the usual accounting services to improve the business.

“I don't have any areas they should improve; I'm really happy with them.” - President, Digital Agency

The MFA Companies prepares the taxes of a digital agency. The agency has The MFA Companies work on other financial matters as well, but primarily has The MFA Companies work on their taxes. The taxes are submitted on time which allows the agency to operate efficiently.

“I appreciated them helping me to learn the Suralink program quickly.” - Finance Manager, Digital Agency

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

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

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

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

A glass installation company hired Bharmal & Associates, Inc. to make up for a past CPA's work. The team provides bookkeeping, payroll, and tax services. They deliver an efficient and transparent service that meets client expectations.

"The team will truly give you the best advice." – Owner, Glass Installation Company

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

Maillie LLP provided business and accounting solutions for an IT and dev company. Maillie LLP not only handled their taxed but also provided strategic consulting assistance. The company is satisfied with Maillie LLP’s results.

“When we have difficult questions that our CPA can’t answer, he has resources internally that can help.” - Founder & CEO, IT and Dev Company

Ogden Page Accountancy Corporation managed a branding and marketing agency’s bookkeeping and taxes. The team also served as a financial consultant. They were a detail-oriented partner, and their efforts streamlined internal processes.

“They’re very on top of my bookkeeping needs and ensure I pay as little in taxes as possible while being very ethical.”– Creative Director, Branding & Marketing Agency

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

Dansa D’Arata Soucia LLP facilitated the accounting and bookkeeping needs of a medical practice. Dansa D’Arata Soucia LLP helped with the financial aspect of the practice during its early stages. Dansa D’Arata Soucia LLP’s work has helped make work easier for the practice.

“The personal attention they provide is the most noteworthy aspect of their services.” - Owner, Medical Practice

HM FINANCE COACHING provided accounting services for a video production company. These services included VAT returns and payroll processing. HM FINANCE COACHING has helped the company run more smoothly.

“I don’t have a bad word to say. We are pretty happy.” - Co-Founder, Video Production Company

A financial services firm hired The Numbersmith to help move their accounting to the Xero cloud based software to ensure that they are up to date with Making Tax Digital and compliant with the HMRC. The Numbersmith completed the project faster than expected and met all other expectations.

"They were very knowledgeable and helpful which made the processes smooth and effortless." - Director, Financial Services Firm

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

A creative agency hired The Dolins Group, Ltd. initially to provide annual tax and accounting services. But the engagement was later exapnded to include other areas of accounting. The Dolins Group, Ltd. accomplished these tasks with the needed accuracy, responsiveness, and time sensitivity. The engagement has been ongoing for about ten years. 

"Their staff is highly task-driven and workflow/processes we put in place work both ways." - Principal, Creative Agency

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

In one particular project, The Accountancy Partnership provided tax services and bookkeeping to a digital studio based in the United Kingdom. Their work allowed the client to focus on what they did with peace of mind about their finances.

"The communication is consistently effortless and allows you to just email back and forth to get the job done with complete professionalism and excellent work ethic. If you ever have a question, they take it very seriously and answer it quickly in specific terms until you are completely satisfied. It really has been a huge asset to their services."

SellerPlex provided financial auditing services for an e-commerce company. SellerPlex managed the bookkeeping, among other services. The company was able to optimize their operations thanks to SellerPlex.

“Easy communication and they use a clear process to guide any client through their services.” - E-Commerce Company

Bengston & Smith, P.C provided accounting services for a property management company. The goal was to maximize profits and comply with laws by paying their taxes. Bengston & Smith, P.C helps the company save money by keeping up with the latest tax laws.

“They’re responsive and local, which I like.” - Managing Member, Property Management Company

Sternbach & Rose, CPAs provided accounting services for a vehicle accessory retailer. The retailer’s former accountant had no experience with online businesses and needed a firm with the know-how. Sternbach & Rose, CPAs keeps the retailer’s financial matters problem-free.

“They treat us like a partner rather than a customer.” - President, Vehicle Accessory Retailer

Kudos PRS Chartered Accountants provided logistics and auditing solutions for a supply chain company. The company partnered with Kudos PRS Chartered Accountants in 2015 for auditing assistance. They have worked with Kudos PRS Chartered Accountants to this day.

“They have a nice team of people that work there.” - Finance Manager, Supply Chain Company

Intrex - DBKK provided accounting services for a development studio. The studio lacked in-house accountants and needed accounting support. Intrex - DBKK helped the studio in various matters, such as with dealings with U.S. clients.

“Their answers are always accurate and they have a great attitude when understanding a problem.” - Head of Business Dev, Development Studio

Partnering with a creative agency, A and A Associate L.L.C provides months accounting services. Their work also includers quarterly filing for VAT, annual auditing, and financial reporting. The qualified team always provides quality reports. As a result, internal stakeholders are pleased with the engagement. Their communication is strong, and they’re always responsive.

“My company is satisfied with the communication. They’re all CMA- and CA-qualified.” – Operations Manager, Creative Agency

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
 

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

Wertz & Company, LLP provided tax and accounting solutions for a digital agency. The agency needed a complete solution for their financial management. Wertz & Company, LLP helped improve the company’s tax management greatly.

“They’ve acted as general business advisors on many occasions.” - Business Principal, Digital Agency

A financial services company hired Cloudstaff to provide support for their loan processing operations that include back-office tasks and voice BPO work. The personnel that Cloudstaff provided has performed up to expectations that they have been given more complicated tasks.

"So far, we feel confident in their skills. They’re smart, capable people with good work ethic." - CEO, Financial Services Company

Stetz, Belgiovine, Manwarren and Wallis, P.C. provided financial services for an IT company. These services included both tax preparation and financial consulting. Stetz, Belgiovine, Manwarren and Wallis, P.C. has helped the company on various projects.

“It’s easy to talk with them. They’ve been good to us, giving us referrals to other small businesses, which has been good.” - CFO, IT Company

JWW Accounting provided accounting services for a software development company. The company worked previously with another firm but as they failed to meet the company’s standards, JWW Accounting was hired instead. The company enjoys working with JWW Accounting.

“She's responding really quickly to all emails, she prepares the reports and she's always happy to answer additional questions via phone if needed.” - CEO, Software Development Company

Avenues Financial provided bookkeeping services for a digital marketing agency that needed support in this area after struggling for some time. Their work includes forecasting, budgeting, and strategic advisory as well. They helped the client boost their profits thanks to their financial data and analyses.

"...they’ve done a really good job, especially considering that we went through four bookkeeping companies before them." – CEO, Digital Marketing Agency

Catalano, Caboor & Co. provides payroll, tax filing, and bookkeeping services for a marketing agency. They help their client save heavily in deductions. The team is very hands-on.

“I've owned businesses for years, and they're the best accounting agency I've ever dealt with.” – Owner, Creative Marketing Agency

DeLeon & Stang prepared the taxes of a water company. The company previously worked with another firm but then decided to work with DeLeon & Stang instead. The company is satisfied with the state of operations thanks to DeLeon & Stang’s contributions.

“They're good.” - President, Water Company

Bench Accounting provided bookkeeping solutions for a health technology company. The company worked with Bench Accounting due to their good reputation. The company enjoys more free time thanks to Bench Accounting’s work.

“Other providers seem to be complicated and non-specialized. These guys are specialized really well in bookkeeping.” - Founder & CEO, Health Technology Company

Dean D. Ledbetter, CPA provided accounting services for a window film company. Dean D. Ledbetter, CPA managed the company's business filings. This helped to free up the client's time.

“They’re very sophisticated, wonderful people.” - Owner, Window Film Company

Unity Communications provided customer service support for a wireless company. The client needed a partner and realized that Unity Communications could expand its call center services to the Philippines. The company provides voicemail restarts, troubleshooting, and ordering services to the client’s customers. Since working with Unity Communications, business has gone more smoothly for the client, and the client wants to continue its partnership with the company. 

“They add value to our company and have severely reduced the number of mistakes being made by our customer service representatives. They consistently receive positive feedback, and we want to hire more of them.” — Manager, Telecom Management Company
 

Tehrani & Velez, LLP provided tax preparation and bookkeeping solutions for a video production agency. The agency hired Tehrani & Velez, LLP initially for advice but then requested their bookkeeping services later on as well. The agency is happy with Tehrani & Velez, LLP’s services.

“They’ve been great.” - CEO, Video Production Agency

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
 

Moore Kingston Smith LLP supported a software startup through their fundraising stage, leveraging experts in different accounting areas to provide comprehensive advice. They upheld their reputation as a well-known one-stop-shop, which made them ideal for mid to large-size organizations.

"They’re a top-tier accounting firm with a great reputation, so they’d be a strong deal for a larger company." – CEO, Software Startup

A management consultancy hired Peterson Whitaker & Bjork (PWB) CPAs & Advisors for an ongoing engagement to provide tax accounting services, which includes setting up the business and providing the necessary advice. The engagement has enabled the consultancy to focus on their business without worrying about the day-to-day accounting.

"They’re open to taking the time to talk to me without charging me for every single meeting and conversation." - Principal and Owner, Management Consultancy

A massage services company hired SmartBean to provide bookkeeping and tax preparation services, keeping track of expenses and providing tax consultancy services. The engagement has provided the company the convenience of focusing on providing services without having to worry about the accounting and legal aspects of the business.

"They make my life convenient and much easier with the business." - Owner, Massage Services 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

MWC Accounting provided accounting services for a full-service agency. The agency needed someone to handle their accounting needs. MWC Accounting has helped the agency prepare and file their taxes with no problems.

“I think my taxes are fairly complicated, in terms of having multiple businesses, and they haven’t had any issues with anything.” - Owner, Full-Service Agency

Greyson Tax & Consulting provided tax prep and bookkeeping solutions for a real estate company. The company needed help changing into an S corp to save money in tax filings. Greyson Tax & Consulting has helped save the company save more than $30,000 in taxes in just one year.

“Being able to ask important questions and get an accurate question in a timely manner has allowed me to improve the way I run my business as a whole.” - Owner, Real Estate Company

Ambrozy Accounting provided tax preparation and bookkeeping solutions for a digital marketing firm. The firm outsourced these services from Ambrozy Accounting on a regular basis. The firm was able to rely on Ambrozy Accounting for three years.

“They were exactly what we needed.” - CEO, Digital Marketing Firm

Clerk provided various financial services for a digital firm. These services included financial consulting, reporting, and payroll processing to generate more insight into the business. Clerk has helped the firm save time.

“They’ve adapted to our business because some industry standards don’t work for us.” - CEO/ Founder, Digital Firm

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

Graphite - Accounting for Startups provided accounting services for a chatbot analytics company. The company has Graphite - Accounting for Startups to handle their monthly financial needs. So far, the company has enjoyed Graphite - Accounting for Startups’ services.

“Effective - communication is done through Slack or email and the response time is quick.” - CEO, Chatbot Analytics Company