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

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
 

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."

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

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 

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

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

BBK Partnership provided accounting-related consulting services for a creative agency. BBK Partnership also helps with bookkeeping-related consultations. These consultations have helped the agency save a considerable amount of funds.

“BBK Partnership has enough insight to be able to have discussions as to how the business is performing and can provide input, which we really appreciate.” - Director, Creative 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

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

Andraste Accounting Ltd. provided accounting solutions for a marketing agency. The agency needed someone to handle their accounting matters. The agency is able to focus on other tasks thanks to Andraste Accounting Ltd.’s contributions.

“Andraste Accounting is really understanding and willing to teach.” - Sales Director, Marketing Agency

Thompson Greenspon managed taxes and provided financial support for a digital agency. The team also helped to establish best accounting practices. They provided valuable strategic input, and their efforts saved the business money.

“They’ve been able to provide wonderful, proactive advice on the strategic end about where, when and how to file those taxes.” – CEO, Digital Agency

Mark M. Harnden CPA, PC provided corporate accounting services for a tech consultancy. The company was complex and needed professional accounting assistance. Mark M. Harnden CPA, PC’s work gives the consultancy peace of mind.

“They continually are educating themselves on tax codes and earning credits.”  - Principal Consultant, Tech Consultancy

Financial GPS prepared the taxes and payrolls of a mobile app agency. The agency needed someone to take over their accounting needs. Financial GPS’s work frees up a lot of time for the agency to do other things.

“Even though they’re not based far away, we’ve had no problem working together even when I was out of the country.” - CEO, Mobile App 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

Barsa & Company, CPAs managed bookkeeping and accounting for a digital agency. They directed tax preparation and provided financial consulting services. They streamlined documentation and created precise financial reports, which the client found valuable.

"The owner is also very kind and helpful with tax advice." — CEO, Digital Agency

Omnis Bookkeeping & Business Solutions provided bookkeeping services for a pool company. The company hired Omnis Bookkeeping & Business Solutions to handle all the company’s bookkeeping and invoicing needs. Omnis Bookkeeping & Business Solutions makes work more efficient for the company.

“For now, I’m really satisfied.” - Owner, Pool Company

Solvit CFO was hired by an Agricultural Automation Firm to provide back-office finance and accounting services. Because of these services, the Firm was able to save about half of what hiring in-house accountants, enjoy a tax rebate, and onboard an employee within 24 hours as opposed to a week if the Firm did it internally. 

"When our investors asked for more detailed projects and trends, their team did it for us even though it was not in the initial scope." - CEO, Agricultural Automation Firm 

Palisades Hudson provides ongoing accounting services for a creative marketing agency. The agency has one point of contact and has Palisades Hudson handle the tax preparations and returns. Palisades Hudson exceeded the expectations of the agency.

“Despite being a large firm, they’re pretty easy to get in contact with when necessary and are organized with our files and documents.” - Founder & CEO, Creative Marketing Agency

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
 

Tilghman Accounting + Tax Solutions prepared the taxes of a blogging company. The company needed help with both business-related and personal taxes. The company enjoys working with Tilghman Accounting + Tax Solutions.

“She is quick to respond and very detail-oriented.” - Founder & CEO, Blogging Company

Yggdrasil Financial LLC provides full-scale accounting services for a staffing consultancy. Some of their tasks have included managing bookkeeping efforts, establishing invoicing through QuickBooks, and creating a cash flow forecast model. Their services have made a significant positive impact on the client who used to control their financials internally. 

"Having their support has made a tremendous improvement in managing the financial aspect of our business." – President, Staffing Consultancy

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

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

Morey, Nee, Buck & Oswald, LLC provided accounting services for an e-learning company. The company partnered with Morey, Nee, Buck & Oswald, LLC to handle all CPA-related work. The company is able to properly handle their taxes with Morey, Nee, Buck & Oswald, LLC’s help.

“He is the most detailed person I’ve ever worked with. I know he will never get us into trouble.” - President, E-Learning Company

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

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

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

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

Digitizing a bookkeeping system for a web development agency, Acuity Financial Experts worked around the clock to deliver a top-notch product. They continue to manage books and support annual taxes. An easy team to work with, they’re communicative, detail-oriented, and trustworthy.

“Their work has made a tremendous impact on our business.” – COO, Web Development 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

The vendor provided accounting and finance services for a 3D plant modeling company. This included managing taxes, payroll, invoices, company registration, and bookkeeping. The team's dedicated efforts helped the client claim tax exemptions due to software exports. They were a highly accessible team that completed tasks ahead of deadlines. 

"Everything went smoothly with them. One of the super helpful things they did for me was tax planning." – CEO, 3D Plant Modeling Company

NOW CFO provided accounting and bookkeeping services for a digital agency. Their team also gave consultations about opportunities to improve. Their efforts have received positive feedback and improved the client’s business. 

“They’re very accurate in what they do.” – CEO, Digital Agency

Seely, Mullins & Associates, P.C. provided accounting services for a public safety company. Seely, Mullins & Associates, P.C. handles all the tax planning and preparation, as well as the 401K of the company. Seely, Mullins & Associates, P.C. helped save the company money and time.

“If something is important, Eric will respond outside of regular business hours.” - CEO, Public Safety Company

A fragrance company and subscription service hired Tax Affinity Accountants for their bookkeeping expertise. The team also assisted with end of year accounts. They provide a seamless and effective service for the client, making accounting easy. 

"I can't speak for other providers, but the cost is very good."–Founder, Fragrance Co. 

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

Biuro Rachunkowe Piasecki Gągała provided accounting support for a natural pet food company. The company originally worked with an individual accountant but decided to partner with an established firm. The company is satisfied with the results.

“They’ve taken a lot of the accounting work off my plate, which is a big plus and allows me to focus on my business.” - CEO & Founder, Natural Pet Food 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

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

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

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.

Ivybridge Accountants Ltd. is partnered with a software dev agency. The agency has Ivybridge Accountants Ltd. handle all their accounting matters. Their extended partnership makes working with each other seamless.

“Their approach makes it easy to get a smooth, centralized service from them.” - Director, Software Dev Agency

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

Bridgett Mock & Associates, P.A. provided tax prep and payroll processing services for a soccer club. Bridgett Mock & Associates, P.A. serves as the club’s accountant and does their taxes yearly. The club is happy as it makes work easier for them.

“The personal contact distinguishes them from everybody else. They specialize in small businesses.” - President, Soccer Club