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

A massage services company hired SmartBean to provide bookkeeping and tax preparation services, keeping track of expenses and providing tax consultancy services. The engagement has provided the company the convenience of focusing on providing services without having to worry about the accounting and legal aspects of the business.

"They make my life convenient and much easier with the business." - Owner, Massage Services Company 

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

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

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

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

Bench Accounting provided bookkeeping solutions for a health technology company. The company worked with Bench Accounting due to their good reputation. The company enjoys more free time thanks to Bench Accounting’s work.

“Other providers seem to be complicated and non-specialized. These guys are specialized really well in bookkeeping.” - Founder & CEO, Health Technology Company

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
 

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

Business Management Company, Inc. provided tax and payroll services for a B2B marketing agency. The agency has Business Management Company, Inc. handle all the company’s taxes and payrolls. Business Management Company, Inc. helps the company make better financial decisions.

“They handle day-to-day business operations but, from the business strategy side, they’re also very smart at thinking about options and partnership agreements.” - President & Lead Strategist, B2B Marketing Agency

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."

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

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

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

The team has been offering accounting and budgeting services to a beauty company, locating grant and loan opportunities during the pandemic. They're known by the client for being willing to explain their work as well as going beyond the scope of their duties to provide exceptional services.

An online marketing company hired Virtuous Bookkeeping to handle their company's bookkeeping. The services provided include setting up Quickbooks Online as the company's accounting software and Hubdoc for the cloud document storage, and complete bookkeeping, which included bank and credit card reconciliations, AR reports and AP Reports, HST calculation, payroll, and producing monthly financial statements. Virtuous Bookkeeping also engaged to do the company's year-end tax filing. Onboarding and implementation of the new bookkeeping process were completed within two weeks.

"They have great systems in place which allowed for ease of information sharing." - Partner, Online Marketing 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
 

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

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

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 management consultancy hired Peterson Whitaker & Bjork (PWB) CPAs & Advisors for an ongoing engagement to provide tax accounting services, which includes setting up the business and providing the necessary advice. The engagement has enabled the consultancy to focus on their business without worrying about the day-to-day accounting.

"They’re open to taking the time to talk to me without charging me for every single meeting and conversation." - Principal and Owner, Management Consultancy

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

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

The team has provided accounting services for a financial services company since 2010. Their performance was impressive, but their communication skills and prompt response times truly set them apart from other accounting firms.

"They’re superb communicators, responding to our emails within hours at all times of the day."

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

On The Spot Accountants provided tax and financial solutions for a gelato producer. On The Spot Accountants handles the producer’s taxes and year-end accounts. This has helped the producer with their operations during their startup phase.

“They gave me the impression that they were on top of their responsibilities.” - Founder & CEO, Gelato Producer

In their long-term relationship with an IT company, Brian G. Toennies & Associates provides tax preparation and accounting services. Even after the first year of working together, the company saved a significant amount in tax spending.

"They are great at communicating and setting expectations."

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

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

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

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

Nimbl provided financial consulting assistance for a digital agency. The agency wanted to learn how to advance their financial management efforts. Nimbl has helped the agency save a substantial amount of time through their insights.

“They solve problems quickly and effectively.” - CEO, Digital Agency

David L. Moonie & Co., LLP provided accounting solutions for a medical cannabis manufacturer. The manufacturer hired David L. Moonie & Co., LLP to handle their year-end tax filing. The manufacturer is satisfied with David L. Moonie & Co., LLP’s results.

“They’re extremely responsive, even when they’re busy.” - Co-Owner, Medical Cannabis Manufacturer

 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

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

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

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

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

The Cloud Accountant, LLC provided tax accounting services for a private psychotherapy and counseling practice. The Cloud Accountant, LLC manages all taxing needs of the practice. The practice feels at ease with The Cloud Accountant, LLC’s financial assistance.

“I don’t need to think about it; there’s no procrastination.” - Owner, Private Psychotherapy and Counseling Practice

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

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

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

An analytics company hired Magnolia 313 Accounting Services to provide bookkeeping using QuickBooks, tax preparation services that covers both business and personal taxes, and general financial and tax guidance as needed. The engagement has saved the company tens of thousands of dollars because of some things done wrong by previous accountants.

"She took a completely disorganized system that I had cobbled together and loaded everything into QuickBooks and taught me how to use it." - Owner and CEO, Analytics Company

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

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

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 

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