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

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

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

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

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

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
 

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

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

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

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

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

FinAccGlobal provided accounting services for an Internet advertising agency. These services included accounting, bookkeeping, and financial reporting. FinAccGlobal’s reports have helped the agency make smarter decisions.

“Experienced and professional staff.” - Marketing Executive, Internet Advertising Agency

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

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

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

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

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
 

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

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

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

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

A water service company hired Makesworth Accountants to provide a wide range of accounting services, from bookkeeping to other financial services. Makesworth Accountants was able to inform the company of financial problems ahead of time and met expectations in performing the accounting tasks.

"They’ve been very successful at helping my business." - General Manager, Water Service Company 

The Accountrepreneur LLC managed the bookkeeping and financial planning needs of a food production company. The company wasn’t happy with their former partners and decided to work with The Accountrepreneur LLC instead. The company has partnered with The Accountrepreneur LLC since then.

“Alex knows the food industry really, which is what makes him so valuable. He never gets things wrong.” - Founder, Food Production Company

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

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

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 

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

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

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

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

 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

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

Your Outsourced CFO provided CFO services for a health integration services provider. The provider lacked expertise in financial matters. Your Outsourced CFO helped lower costs and provide useful forecasts.

“Communication was solid.” - CEO, Health Integration Service Provider

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

Northants Accounting provided financial planning, tax preparation, and general accounting services to a digital marketing agency. The team also did corporate tax calculations and assisted the business in finding ways to save money on their taxes. They were a proactive team, and the partnership was successful. 

“I feel a lot more prepared.” – Director, Digital Marketing Agency

The team has been offering accounting and budgeting services to a beauty company, locating grant and loan opportunities during the pandemic. They're known by the client for being willing to explain their work as well as going beyond the scope of their duties to provide exceptional services.

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

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

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

The Brighton Company LLC provides accounting services for a digital agency. The agency lacked the talent to handle financial matters and hired The Brighton Company LLC to supervise them. The agency enjoys working with The Brighton Company LLC.

“It’s endearing and appreciated to see how much they’re dedicated to our business.” - Finance Manager, Digital Agency

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

On-Time Accounting provided accounting and bookkeeping solutions for a marketing agency. The agency needed day-to-day support for their bookkeeping and accounting efforts. On-Time Accounting helped give more time for the agency to focus on other projects.

“Having someone who is knowledgeable and understands how to set up and manage the books according to all regulations is great.” - Principal, Marketing Agency

Business Management Company, Inc. provided tax and payroll services for a B2B marketing agency. The agency has Business Management Company, Inc. handle all the company’s taxes and payrolls. Business Management Company, Inc. helps the company make better financial decisions.

“They handle day-to-day business operations but, from the business strategy side, they’re also very smart at thinking about options and partnership agreements.” - President & Lead Strategist, B2B Marketing Agency

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."

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

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

H.D. Roseth & Associates provides a PR Firm with accounting and financial consulting services. They restrategized the client's taxes and streamlined their processes, saving the client around $100,000 a year, enabling the client Firm to grow.

"He’s [H.D. Roseth] organized, strategic, timely in his follow-through. I’ve never had an accountant that was as organized and thorough." - Owner, PR Firm

Leivas Tax Wealth Management provides tax preparation services for a parking company. The team is always willing to answer any questions. They’re communicative and responsive

“They’re very knowledgeable about all of the tax laws, especially the ones that changed with the new president.” – President & CEO, Parking 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