Top Medical 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

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
 

McKonly & Asbury handled all the accounting-related work for a ballet studio. Their work also included CFO-level guidance, audit prep, financial planning, and more. Their involvement represented significant time savings for the client, who also appreciated their commitment to being efficient and detailed in their work.

"McKonly & Asbury’s contributions have been immeasurable." – CEO, Ballet Studio

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

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

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

Spear CPA CFP provided accounting and consulting for an A/V company. The team supported tax prep and facilitated the company's S-Corp establishment. Their services exceeded expectations.

"[Spear] is my fiscal therapist. Whenever there’s a tax issue or problem, [they're] always there to talk through everything." — Former CEO, A/V Company

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

Ganashri Advisers India LLP provided income tax and financial advising solutions for an engineering firm. The firm needed a partner to file their taxes. Ganashri Advisers India LLP provided invaluable services that the firm is satisfied with.

“Their communication and client management are fantastic.” - Senior Structural Engineer, Engineering Firm

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

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

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

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 healthcare company hired Accountants in Miami for an ongoing engagement to provide auditing services and financial and tax advice. Accountants in Miami helped the company make and submit annual audits to the state and has established a good working relationship with the company.

"They’re very responsive. They’ve been very communicative and organized for us over the years." - CFO, Healthcare 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
 

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
 

Raben CPA Firm provided accounting, payroll, and bookkeeping solutions for a marketing company. The company lacked any financial know-how and hired Raben CPA Firm to handle their financial matters. Over the past two years, Raben CPA Firm has saved the company at least $20,000.

“I have no complaints at all. They’ve always done a great job and I plan to stay with them forever if I can.” - Director, Marketing Company

Ethics Plus Public Accountants handled accounting and consulting services for an AR/VR company. They managed the partner's bookkeeping and consulted them on how to add value to their business. The deliverables have had a positive impact on the partner's business and auditing efforts.

"Their team sticks with us for all the fixes and makes sure we become successful." –CEO, AR/VR Tech Company

Chemel Kornick & Mooney prepared the taxes of a sales company. The company needed support for their taxes. The whole process was smooth and went without any major issues.

“They do what they say they’re going to do, and they get it done.” - President, Accounting 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

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

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

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

Infinit-O does the medical billing for a healthcare company. The agency has fit perfectly with the company and is happy with the investment. 

"We have seen a marked improvement in the speed and efficiency of our billers and coders. Most have a 50 percent increase in their workload capacity." — Manager, Healthcare Firm 

A digital agency hired LUCENT Consulting to help them set up a digital venture. LUCENT Consulting provided assistance in business registration process, tax preparation, financial structure, market research, financial audits, and other matters needed in setting up the venture. When that was done after 15 days, LUCENT Consulting was kept on board to provide tax advisory services, financial audits, and business consulting services to help the new venture find more market opportunities.

"We appreciate how well they handle our tax matters, create the best business plan, as well as performing market research which generate increasing sales up to now." - Founder & Managing Director, Digital 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

iSolve Technologies created an employee onboarding platform for a fintech startup. They delivered a customized solution that facilitates the internal onboarding process. The solution enabled the client to recruit more employees effectively.

"Whenever I need support, they’ll come to my office immediately and rectify the error." — Manager, Fintech Company