Top 100 Financial Accounting Firms

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
 

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

Mowery & Schoenfeld provided end-of-the-year tax accounting services for a private equity fund. They also provided quality of earnings reports on companies that the client wanted to acquire.

“Mowery & Shoenfeld’s accounting skills were very strong, which made them work quickly.”

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

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

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

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

TGG Accounting provides accounting and financial services for a media and events company. They are responsible for financial reports, including the status, budget, and provides advice about financial matters.

"It’s such a pleasure to work with them. It’s rare for things to feel so easy when working with contractors."

Rivington Accounts provides traditional accounting services including bookkeeping and payroll, as well as advanced consulting based on financial reporting and analysis. They're praised for their business acumen. 

"One of the things I’ve been particularly impressed with, and one of the reasons we keep on with them, is their mindset as problem-solvers." – Chief Strategist 3MANFACTORY

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

AVZ files the client's quarterly tax returns in multiple states. Additionally, they provide financial consultancy, create banking relationships, and helps with the client's individual tax returns.

"AVZ is a team of professionals who do a great job."

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

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

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

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 marketing company hired YHB CPAs & Consultants handle their annual tax filings and provide financial consultancy. Throughout the engagement, YHB CPAs & Consultants has made error-free tax filings such that the IRS has not called the company's attention for any discrepancy. 

"In 15 years, I’ve yet to see them make a mistake, and I double-check all the numbers on the final returns." - CEO, Marketing Company

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

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 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

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

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

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