Top Midmarket Financial Accounting Firms

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

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

A business group hired Intuit Management Consultancy (IMC) to help set up their subsidiary company and audit their compliances. IMC provided advisory services regarding the changing local laws, compliances and audit and other matters. IMC completed the project and met all expectations.

"Professional and transparent approach and always kept us posted on the options available." - Managing Director, Business Group

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

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 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

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

Avenues Financial provided bookkeeping services for a digital marketing agency that needed support in this area after struggling for some time. Their work includes forecasting, budgeting, and strategic advisory as well. They helped the client boost their profits thanks to their financial data and analyses.

"...they’ve done a really good job, especially considering that we went through four bookkeeping companies before them." – CEO, Digital Marketing Agency

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

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

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

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

 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

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

Burton & Co., CPAs provided various accounting services for an SEO agency. The agency needed assistance with bookkeeping and CFO services. Burton & Co., CPAs helped the agency secure a new line of credit.

“We’re continually impressed by his communication, his attention to detail, and his ability to take a really scary and complicated part of business and make it accessible to allow us to tackle the problem.” - CEO, SEO 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

Accounting Bookkeepers provided business consulting and bookkeeping services for a marketing development organization. The organization had an in-house team, but decided to outsource work for a broader skillset. Accounting Bookkeepers has helped them in numerous ways since then.

“I think their flexibility is one of the biggest bonuses for us.” - VP of Operations, Marketing Development Organization

FNRCO provided HR recruitment services for a water treatment company. They recruited over 50 employees fulfilling various positions such as engineers, accountants, and clerical staff. The candidates have met expectations.

"FNRCO really values their clients." –HR Manager, Water Treatment Company

An energy & oil company hired N R Doshi & Partners to provide tax and compliance services, as well as to develop an application. To date N R Doshi & Partners has been meeting expectations with their work in this ongoing engagement.

"They’re great at making sure our business is in compliance with local laws. They’re very easy to work with as a small business." - Finance Director, Energy & Oil 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 

Taking over a global distributor's financial processing needs, CLM Controller managed the company's taxes, payroll, and accounting processes. Their work was compatible with tax regulations, allowing internal leadership better peace of mind.

"CLM has always been open and competent to help me with all the doubts that I have related to my company from a tax, fiscal, accounting and payroll point of view." – Partner, Global Distributor

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

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

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

Evergreen Finance helped a data visualization company in the preparation of a pitch for raising venture capital. This involved creating a pro forma financial plan and a company overview document. The client was pleased with the results provided.

"They’re confident in what they’re doing and in us, and that helped us inspire confidence in ourselves." – CEO, Data Visualization Company

A software development house hired Accounts Lab Ltd. to handle their accounting needs. The team worked in QuickBooks to track monthly expenses and receipts, which allowed the internal staff to focus on other business priorities. 

"As a business operator, I like that I don’t have to spend as much of my time on the financial side of things because I know that Accounts Lab Ltd. will keep our accounts up-to-date." – Founder, Software Development House

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

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
 

MCA Accounting Solutions provided accounting services for a cannabis contracting firm. The team helps the client prepare for tax season. 

"They take a very personal approach. MCA Accounting Solutions took the time to get to know us and our business." – CFO, Cannabis Contracting Firm

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