Top 100 Midmarket Financial Accounting Firms

Unity Communications is providing customer service support for a private equity group’s recently acquired companies. They’ve also helped the client migrate their CRM to HubSpot and their phone app to Ring4.

"Everyone from Unity is cheerful, upbeat, and positive, on all levels."

The Accountrepreneur LLC provided accounting and bookkeeping services for a consumer goods company. They reconciled the book, tracked accounts payable, and managed the payroll.

"Their knowledge of the space they were working in was most impressive."

After inheriting mismanaged books, Avenues Financial reorganized them to accurately reflect a marketing company’s financial standing. They provide bookkeeping, financial forecasting, and reporting services. 

"The level of detail their team provides distinguishes them from other providers."

New Horizons Global Partners provided HR services for a food exporter. The team was responsible for sourcing and hiring a multi-lingual sales manager.

"Their quick growth shows their achievements." – Asia Pacific Sales Manager, Food Exporter

Alcor provides early-stage business process outsourcing and R&D center consultation for a data collection company. They manage recruiting, facility lease negotiations, legal guidance, and accounting services.

"They provide white-glove service, and they put a lot of creativity into solving problems."

A health clinic was dissatisfied with the performance of their former accountant partners and needed a vendor that could help them reach their goals. They hired Vistance Capital Advisory to be that partner.

"Everything is great."

Baltic Assist was hired by a transportation company to provide help with the design and distribution of the company's internal emails. 

"They prepared a nice layout of materials, which received positive feedback from users."

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 

Executive Business Solutions provides accounting and bookkeeping services for a water filter retailer. They help the client post their invoices on Zoho Books and give them monthly statements and cost reports.

"We’re satisfied with their services and looking forward to continuing our relationship."

 

A and A is the long-term bookkeeping and accounting partner to a logistics and shipping company. The team also provides legal advice, auditing services, VAT support, and more.

"A and A keeps our accounts clean and perfect."

N R Doshi & Partners provides tax consulting and compliance services for an energy company. Their work also includes helping with application development.

“We enjoy the personalized level of service.”

Ethics Plus Public Accountants provides accounting services for an international trading firm. They do auditing, bookkeeping, and tax planning, among other accounting-related work both on-site and off-site.

"Ethics Plus has a strong eye for efficiency and productivity."

For over three years, MindSpace Outsourcing Services Pvt. Ltd. has been providing bookkeeping services for an insurance company.

"They are 100% efficient and trustworthy."

TopSource Global Solutions - India provided HR and payroll services for a consultancy. The consultancy wanted accurate payroll on time every month. The whole process with TopSource Global Solutions - India was smooth from the first month onwards.

“The work flow was documented & worked exactly as per the schedule agreed.” - Head Consultant, Consultancy

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."

ORBA provides financial planning advice and tax preparation, augmenting an internal accounting department. Their work also included 401(k) and life insurance consulting.

"ORBA helped inform some of the decisions we were making in relation to growing our business."

Intuit Management Consultancy (IMC Group) was hired to provide insights and consulting services for an industrial product company. They created a framework that the business followed in creating a subsidiary. 

"We had constant updates as required and coordination was seamless." 

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

An ad agency hired matax to train their staff on the ins and outs of the Xeros accounting system. They launched preliminary sessions and followed through with succeeding training based on client feedback.

"matax had the ability to build easy solutions for complex situations."

An accounting firm hired Entigrity Solutions LLC for their outsourcing services. The team was hired to provide bookkeeping help for the client.

"I was really impressed by their process and IT infrastructure."

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

La Rusa serves as an outsourced accounting team for a software development company. They assist in all accounting-related work, allowing the client to focus on other business priorities.

"The workflow has been comfortable and smooth."

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

Prime Accounting Solutions provides business accounting services through bookkeeping, payroll, and invoicing for an automotive machine shop. The team also prepares their state and federal taxes. 

"It’s been a great relationship with them all of these years."

Braj Aggarwal, CPA, P.C served as the primary financial auditors of a steel manufacturing company. They complied with the Generally Accepted Auditing Standards (GAAS) and provided thorough financial reports.

"They educated us when there was a difference of opinion, and their staff was courteous. Braj Aggarwal is a good firm."

SellerPlex manages logistics to streamline processes for three e-commerce businesses. They provide supply chain management services such as managing inventory and maintaining spreadsheets to support suppliers.

"They treat your business like it’s their business."

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

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
 

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