Financial Professionals Offering Tax Planning & Strategy

Purewater Financial

Accountant

• 5.0 (9 reviews)
• $2,500–$10,000/mo
• Serves nationwide
• Min revenue $1M+

Full-suite financial services company specializing in tax planning and preparation, accounting/bookkeeping, tax strategy, and cryptocurrency/web3 strategy.

Industries: Advertising & Marketing, Architecture & Engineering, Construction +18 more

Good Operator - Accounting, Finance, Tax, & Fractional CFO

Accountant · Bookkeeper

• 5.0 (31 reviews)
• $850–$40,000/mo
• Serves nationwide
• Min revenue $500K+

Accounting & Finance for Cash Flow MACHINES

Industries: Advertising & Marketing, Architecture & Engineering, Consulting +21 more

OLarry

Accountant

• 4.6 (10 reviews)
• $200–$650/hr
• Serves nationwide
• Min revenue $1M+

Private client white glove tax strategy, built for emerging wealth, high net worth, and ultra-high net worth individuals who demand more than the traditional tax experience offers.

Lemoti

Accountant · Bookkeeper

• 5.0 (5 reviews)
• $500–$5,000/project
• Serves nationwide
• Min revenue $450K+

Pay less taxes, experience better bookkeeping and improve cashflow!

Industries: Advertising & Marketing, Architecture & Engineering, Construction +13 more

CPA on Fire

Accountant

• 4.2 (5 reviews)
• $2,500–$20,000/mo
• Serves nationwide
• Min revenue $500K+

CPA on Fire is a concierge-level tax advisory firm led by former Big Four accountants, delivering proactive, forward-thinking strategies that go far beyond traditional accounting to support the growth and success of ambitious business owners & founders.

Industries: Advertising & Marketing, Consulting, E-commerce +9 more

ECOM CPA

Accountant · Bookkeeper

• 3.9 (4 reviews)
• $1,000–$20,000/mo
• Serves nationwide
• Min revenue $1M+

ECOM CPA is the trusted guide to financial clarity and growth for 7-9 figure eCommerce sellers

Industries: Advertising & Marketing, E-commerce, Manufacturing +1 more

Calculated Wealth

Financial Advisor

• 5.0 (1 review)
• 0.5%–1% of AUM
• Serves nationwide

Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan.

Bull Oak

Financial Advisor

• No reviews yet
• Serves nationwide

Bull Oak is a fee-only fiduciary advisor, helping high-net-worth individuals and families navigate the transition into retirement through financial planning, investing, and tax planning and filing.

Services: Executive Compensation, Exit Planning, Financial Planning +6 more

Doug Johnson CPA

Accountant · Bookkeeper · Fractional CFO

• 5.0 (15 reviews)
• $895–$10,000 one-time
• Serves nationwide
• Min revenue $250K+

A boutique CPA firm dedicated to responsiveness and a white-glove client experience. We're the CPA firm for growing businesses with 250K - 10M in revenue, and high earners with equity compensation.

Industries: Advertising & Marketing, Construction, Consulting +8 more

Iota Finance

Accountant · Bookkeeper · Fractional CFO

• 4.8 (14 reviews)
• $500–$15,000/mo
• Serves nationwide
• Min revenue $500K+

Monthly accounting, tax, and fractional CFO services for small businesses, startups, and entrepreneurs.

Industries: Advertising & Marketing, Architecture & Engineering, Biotechnology & Pharmaceuticals +12 more

Grace CPA Services

Accountant · Bookkeeper

• 5.0 (9 reviews)
• $500–$10,000/yr
• Serves nationwide

We offer tax, accounting, and CFO Services

Industries: Advertising & Marketing, Consulting, Food & Beverage +6 more

Potrus CPA

Accountant · Bookkeeper · Fractional CFO

• 5.0 (8 reviews)
• From $800/yr
• Serves nationwide
• Min revenue $500K+

Potrus CPA helps service and software businesses with bookkeeping, payroll, tax preparation and planning, audits and reviews, and CFO support through a responsive, dedicated team.

Industries: Advertising & Marketing, Professional Services, Technology & Software

Crypto Tax Made Easy

Accountant

• 5.0 (7 reviews)
• $1,500–$100,000/yr
• Serves nationwide

We are an aspirin for your crypto tax headache.

Full Send | Accounting, Tax, Data, & AI

Accountant · Bookkeeper · Financial Advisor · Fractional CFO

• 5.0 (3 reviews)
• From $1,500/mo
• Serves nationwide
• Min revenue $500K+

Most firms hand you a report. We help you do something smart with it. Accounting, tax, and data services under one roof.

Industries: Advertising & Marketing, Architecture & Engineering, Construction +26 more

Ian Weiner, CFP®, CEPA®

Financial Advisor

• 5.0 (1 review)
• $1,500–$12,500 one-time
• Serves nationwide

Personal CFO for owners, executives, and families. One quarterback for planning, tax, estate, and investment decisions. Built for irreversible calls: sales, exits, equity comp, inheritance.

Kahlenbeck CPA Group

Accountant · Bookkeeper

• 5.0 (1 review)
• From $650 one-time
• Serves nationwide

A tech-forward firm specializing in tax compliance, tax planning, and accounting.

Chris Gure

Financial Advisor

• 5.0 (17 reviews)
• 0.35%–2% of AUM
• Serves nationwide

Personalized investment management, tax planning, insurance, and estate strategy - all in one place.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +16 more

Steady Co - Accounting, Tax & Fractional CFO

Accountant · Bookkeeper · Fractional CFO

• 5.0 (15 reviews)
• From $500 one-time
• Serves nationwide
• Min revenue $750K+

Backed by 30+ years of Big 4 and industry experience, Steady delivers expert bookkeeping, accounting, tax, payroll, and advisory services to help small and medium-sized businesses thrive.

Industries: Advertising & Marketing, Agriculture & Farming, Architecture & Engineering +22 more

Arynton Hardy

Financial Advisor

• 5.0 (10 reviews)
• 0.5%–1% of AUM
• Serves nationwide

I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +19 more

Solopreneur Tax

Accountant · Bookkeeper · Fractional CFO

• 5.0 (10 reviews)
• $900/project
• Serves nationwide

Solopreneur Tax is a firm local to Coeur d'Alene ID, serving the Pacific Northwest, California, Texas, Florida, Wyoming and Tennessee.

Industries: Advertising & Marketing, Construction, Consulting +6 more

Anomaly CPA

Accountant · Bookkeeper

• 5.0 (2 reviews)
• $4,000–$25,000/project
• Serves nationwide
• Min revenue $1M+

#1 Tax Strategist in US - Anomaly is a fully virtual cloud accounting and tax strategy firm for startups, digital entrepreneurs and growing real estate investors.

Industries: Advertising & Marketing, Biotechnology & Pharmaceuticals, Consulting +8 more

Smallbiz Controller

Accountant · Bookkeeper · Enrolled Agent · Fractional Controller

• 5.0 (2 reviews)
• $495–$8,497/mo
• Serves nationwide
• Min revenue $500K+

Bookkeepers record the past. We help you run the business forward, cash flow, margins, tax, compliance, real financial infrastructure. Fractional controller for e-comm brands doing $500k–$20M.

Industries: Architecture & Engineering, Construction, E-commerce +7 more

Arvo Tech

Accountant · Bookkeeper · Tax Credits

• No reviews yet
• $1,500–$25,000/mo
• Serves nationwide

Strategic tax and bookkeeping partner helping businesses uncover savings, stay compliant, and gain financial clarity.

Industries: Agriculture & Farming, Architecture & Engineering, Automotive +30 more

Kane Tax & Accounting PLLC

Accountant · Bookkeeper

• No reviews yet
• $500–$10,000/mo
• Serves nationwide

Coeur d'Alene CPA firm offering proactive, fixed-fee tax planning, prep, and bookkeeping for S-Corp owners, real estate investors, and small businesses. Work directly with Collin Kane, CPA.

Industries: Construction, Consulting, Dental +14 more

Patchwork CPA

Accountant · Fractional CFO

• No reviews yet
• Serves nationwide

Born to Get You Back To What You Were Born To Do

Industries: Construction, Consulting, Dental +14 more

Ryan Johnson, CFP®, BFA™

Financial Advisor

• 5.0 (12 reviews)
• $2,500–$5,000 one-time
• Serves nationwide

We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live.

Zhubrak Clark and Wasser CPAs and Advisors

Accountant · Bookkeeper · Fractional CFO

• 5.0 (11 reviews)
• From $500/mo
• Serves nationwide

THE POWER OF 3. Three partners. Three friends. Three accounting and tax experts. Welcome to ZCW CPA, the premier firm for real estate GPs, growing commercial businesses, and solopreneurs!

Industries: Construction, Consumer Goods, E-commerce +12 more

Ever Ledger

Accountant · Bookkeeper · Fractional CFO

• 5.0 (10 reviews)
• $750–$7,000/mo
• Serves nationwide
• Min revenue $500K+

Your One Stop Shop for CFO, Tax, Accounting & Bookkeeping Services. Led by a former EY Accountant, VC & Private Equity Investor, and Startup Operator.

Industries: Advertising & Marketing, Construction, Consulting +18 more

Pillar Wealth

Financial Advisor · Fractional CFO

• 5.0 (10 reviews)
• $11,400–$60,000 one-time
• Serves nationwide

"Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products…

Industries: Advertising & Marketing, Biotechnology & Pharmaceuticals, Construction +4 more

Blackbird Tax Services

Accountant

• 5.0 (8 reviews)
• $100–$3,000/mo
• Serves nationwide

A responsive tax firm that's here for you, no matter how big or small.

Industries: Automotive, Construction, Consumer Goods +10 more

Revel CPA

Accountant

• 4.9 (5 reviews)
• $1,800–$6,500/yr
• Serves nationwide
• Min revenue $1.5M+

Helping agencies tackle the complexities of scaling with a highly personal touch.

Industries: Advertising & Marketing, Consulting, Media & Entertainment +1 more

Sunbridge Advisory LLC

Accountant

• 5.0 (4 reviews)
• $1,200–$2,500/project
• Serves nationwide
• Min revenue $500K+

Boutique accounting firm for builders and busy executives

Industries: Architecture & Engineering, Construction, Consulting +5 more

Mark A Stiles CPA, PLLC

Accountant · Bookkeeper · Fractional CFO

• 5.0 (3 reviews)
• $500–$5,500/mo
• Serves nationwide

Mark A Stiles CPA, PLLC ("MASCPA") is a strategic, values-driven CPA firm that empowers small businesses with clear, systemized financial guidance through fractional CFO, bookkeeping, & tax services.

Industries: Automotive, Construction, Electrical +7 more

Reliant Wealth Advisory

Financial Advisor

• 5.0 (3 reviews)
• Serves nationwide

Fee-only wealth management for young professionals, entrepreneurs, and business owners who want to invest smarter and stop leaving money on the table.

Services: 401(k) & IRA Management, Executive Compensation, Financial Planning +5 more

Steven Evensen - Gerber Kawasaki Wealth & Investment Management

Financial Advisor

• 5.0 (3 reviews)
• 0.25%–1.5% of AUM
• Serves nationwide

Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise.

Alex Jankowski, CPA, CFP®

Accountant · Financial Advisor

• 5.0 (3 reviews)
• 0.3%–1% of AUM
• Serves nationwide

Hi there! I'm Alex, a CPA and CERTIFIED FINANCIAL PLANNER® based in PA but serving clients nationwide. I provide tax prep & advisory, as well as holistic financial planning services.

Industries: Dental, E-commerce, Education +7 more

Hall CPA

Accountant

• 5.0 (2 reviews)
• Serves nationwide

Hall CPA helps real estate investors, high-income earners, syndicators & sponsors, developers, SMB owners, and agents & brokers reduce taxes and gain financial clarity.

Industries: Real Estate

Manetta Wealth Management

Financial Advisor

• 4.8 (2 reviews)
• 1% of AUM
• Serves nationwide

I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +13 more

Drew Feldman, APMA® | WideFrame Wealth

Financial Advisor

Drew Feldman, APMA®

• 5.0 (1 review)
• $4,000 one-time
• Serves nationwide

We help creative professionals turn career breakthroughs into lasting financial stability. Flat-fee, full-service with a tax-aware investment and planning approach tailored to your unique goals.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +15 more

Emory Wealth LLC

Financial Advisor

• 5.0 (1 review)
• 0.5%–1.5% of AUM
• Serves nationwide

Emory Wealth is an Austin-based independent wealth firm helping families, business owners, and retirees simplify investments, tax planning, retirement, estate, and financial decisions.

REI Tax Guys

Accountant

• 5.0 (1 review)
• $1,000–$10,000/yr
• Serves nationwide
• Min revenue $400K+

Specializes in proactive tax strategy and compliance for real estate investors and business owners with complex entities, K-1s, and passive loss considerations.

Industries: Real Estate

The Millennial CPA

Accountant

• 5.0 (1 review)
• $750–$25,000/project
• Serves nationwide

Named to AccountingToday's 2026 Best Firms for Technology — one of 10 firms nationally recognized for building technology into the core of how they practice.

Industries: Biotechnology & Pharmaceuticals, Consulting, Financial Services +1 more

Aligned CPA, LLC

Accountant · Bookkeeper

• No reviews yet
• $650–$2,500/mo
• Serves nationwide
• Min revenue $300K+

Aligned CPA is a growth-focused CPA firm that helps solo and small law firms gain financial clarity, save on taxes, and make smarter decisions through proactive accounting.

Industries: Legal

Axiom Finance

Accountant

• No reviews yet
• From $1,450/qtr
• Serves nationwide
• Min revenue $300K+

Helping 7-figure service businesses pay less taxes and make smarter decisions year-round.

Industries: Advertising & Marketing, Consulting, Education +1 more

Behavioral Health CFOs

Accountant · Bookkeeper · Fractional CFO

• No reviews yet
• Serves nationwide
• Min revenue $1M+

The only fractional CFO firm exclusively serving behavioral health clients

Industries: Healthcare

Bone Fide Wealth

Financial Advisor

• No reviews yet
• Serves nationwide

Nationally recognized firm helping millennials, next-gen investors, and their families plan first, then invest. Real, relatable advice that meets you where you are. Couples and money is our specialty.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation

Builders Tax Group, LLC

Accountant

• No reviews yet
• $300–$8,000/mo
• Serves nationwide
• Min revenue $100K+

Construction is a tough business. It's even tougher when you: -Pay too much in taxes -Lack the financial insights needed to make decisions -Waste valuable time DIY-ing your books and records We help contractors simplify their finances, maximize their profits, and free up…

Industries: Construction, Electrical, Home Services +5 more

Canopy Wealth Management

Financial Advisor

Fritz Moosherr

• No reviews yet
• 0.4%–1.2% of AUM
• Serves nationwide

Fiduciary wealth management firm managing over $1 billion in assets, helping tech professionals, founders, and executives navigate equity compensation, pre-IPO planning, and tax-efficient wealth.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +16 more

CMH Advisors

Accountant · Bookkeeper · Financial Advisor · Fractional CFO

• No reviews yet
• $750–$10,000/mo
• Serves nationwide
• Min revenue $500K+

We’re a full service accounting, advisory, payroll and tax strategy CPA firm.

Industries: Advertising & Marketing, Architecture & Engineering, Automotive +28 more

Commencement Bay Accounting LLC

Accountant · Bookkeeper · Tax preparer

• No reviews yet
• $125–$235/hr
• Serves nationwide

We are a small accounting firm specializing in small to mid range businesses that need or want a more personal service.

Industries: Advertising & Marketing, Agriculture & Farming, Architecture & Engineering +26 more

Concert Financial Planning

Financial Advisor

• No reviews yet
• $1,000–$3,000/qtr
• Serves nationwide

Financial Advice for BigLaw Attorneys

Concierge Wealth

Financial Advisor

Christian Amsberry

• No reviews yet
• Serves nationwide

Financial planner for wealthy widows: one point of contact to untangle and coordinate everything after the loss of a spouse.

Services: 401(k) & IRA Management, Cash Flow Planning, Estate Planning +11 more

Coyle Business Solutions

Accountant · Bookkeeper

• No reviews yet
• $600–$3,000/project
• Serves nationwide

Mini-CFO & Bookkeeper for Attorneys; TaxPro for All

Industries: Consulting, Legal, Real Estate

Fintrae International

Accountant · Bookkeeper · Enrolled Agent · Fractional CFO · Managerial Accountant

• No reviews yet
• $600–$8,000/mo
• Serves nationwide
• Min revenue $250K+

Fintrae is a North Carolina-based Virtual CFO and accounting firm that helps growth-minded business owners gain financial clarity, improve cash flow, and build scalable financial systems.

Industries: Advertising & Marketing, Consulting, E-commerce +11 more

Firm Foundation Family Wealth

Financial Advisor

• No reviews yet
• 1% of AUM
• Serves nationwide

We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +20 more

HB Wealth

Financial Advisor

• No reviews yet
• 0.5%–1.25% of AUM
• Serves nationwide

Independent, fee-only fiduciary since 1989. HB Wealth serves business owners, executives, professionals, and families with comprehensive wealth advisory services and concierge-level care.

Services: Alternative Investments, Asset Allocation, Business Succession Planning +24 more

Herod CPA PLLC

Accountant · Bookkeeper · Fractional CFO

• No reviews yet
• $450–$5,000/mo
• Serves nationwide

Finance Built for SaaS - From Pre-Seed to Exit, We’ve Got You Covered.

Industries: Biotechnology & Pharmaceuticals, Dental, Healthcare +3 more

Humm Accounting

Accountant · Bookkeeper

• No reviews yet
• $400–$1,000/mo
• Serves nationwide

Bookkeeping and tax for todays entrepreneur

Inflection Point Wealth Management

Financial Advisor

• No reviews yet
• 1%–1.5% of AUM
• Serves nationwide

We help executives of publicly traded companies turn complex equity compensation and executive benefits into clear, tax-efficient wealth strategies.

Insight CPA

Accountant · Bookkeeper · Fractional CFO

• No reviews yet
• Serves nationwide
• Min revenue $1M+

Proactive CPAs who specialize in the Home Services industry and handle the full accounting lifecycle for our clients (bookkeeping, monthly reports, tax planning & prep, tax filing)

Industries: Home Services

Kordis

Accountant · Bookkeeper · Financial Advisor · Fractional CFO

• No reviews yet
• $250/hr
• Serves nationwide
• Min revenue $3M+

Your dedicated partner for end-to-end accounting and financial services

LGBTQ Wealth Planning

Financial Advisor

Jason Hoffman

• No reviews yet
• $200–$250/hr
• Serves nationwide

Fee-only financial planning for LGBTQ+ professionals and allies. CFP® and Enrolled Agent who has advised 1,000+ people on equity compensation, taxes, and life's biggest financial decisions.

Services: 401(k) & IRA Management, Asset Allocation, Cash Flow Planning +17 more

Lucid CPA

Accountant · Bookkeeper · Fractional CFO

• No reviews yet
• $500–$1,600/mo
• Serves nationwide

We help content creators earning $100k+ growth wealth and save thousands on their taxes.

Industries: Advertising & Marketing, Education, Gaming +2 more

Mad Money Consulting

Accountant · Bookkeeper · Fractional CFO

• No reviews yet
• up to $200/hr
• Remote

Accounting, tax and advisory solutions customized to the unique needs of your business.

Industries: Advertising & Marketing, Construction, Consulting +15 more

Monterra Halden

Accountant

• No reviews yet
• $100–$25,000/mo
• Serves nationwide
• Min revenue $250K+

You can’t fix what you can’t see. Monterra Halden was built for multi-entity businesses that need a real tax strategy, not just a return, and a financial partner who’s in the room all year.

Industries: Automotive, Consulting, Consumer Goods +13 more

Prestiq Wealth

Financial Advisor

Louis Green

• No reviews yet
• $1,000–$12,500/qtr
• Serves nationwide

Prestiq Wealth is a Brooklyn-based wealth management practice helping pre-retirees and retirees navigate retirement planning. Services include investment management, retirement planning, tax planning,

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +17 more

Providence Consulting CPA, PLLC

Accountant · Fractional CFO

John Barut

• No reviews yet
• From $295/mo
• Serves nationwide
• Min revenue $500K+

We provide accounting services including bookkeeping, outsourced controller and fractional CFO services. Then coordinates your business and personal tax return filings for maximum tax savings.

Industries: Construction, Dental, Home Services +3 more

Sapowith Tax Advisory, PC

Accountant

• No reviews yet
• $7,500–$50,000/project
• Serves nationwide
• Min revenue $5M+

Boutique San Francisco tax practice for complex situations your current CPA can’t handle: M&A, international, SALT, cannabis 280E, and tax controversy.

Industries: Biotechnology & Pharmaceuticals, Consumer Goods, E-commerce +3 more

SAS Tax & Accounting

Accountant · Bookkeeper

• No reviews yet
• $350–$3,500/mo
• Serves nationwide

SAS Tax & Accounting is a friendly accounting firm providing bookkeeping, tax and advisory services, with a focus on clear communication, timely follow up and making financial topics easy to understand.

Industries: Consulting, Financial Services, Home Services +7 more

Sataurius Consulting

Accountant · Bookkeeper · Fractional CFO

• No reviews yet
• $2,000–$100,000/mo
• Serves nationwide
• Min revenue $1M+

Outsourced accounting, Fractional CFO and controller, transaction advisory, QoE, and tax

Industries: Advertising & Marketing, Agriculture & Farming, Architecture & Engineering +36 more

Scratch Capital

Financial Advisor · Real Estate Consulting

• No reviews yet
• Serves nationwide

Scratch Capital is a registered investment advisor which provides comprehensive wealth management services to business owners, high net worth individuals, corporate executives, and their families.

Industries: Advertising & Marketing, Agriculture & Farming, Architecture & Engineering +37 more

Strategic Financial

Financial Advisor

• No reviews yet
• 0.5%–1.25% of AUM
• Serves nationwide

Helping people like you reach their maximum financial potential

TBS

Accountant

• No reviews yet
• $430–$6,000/mo
• Serves nationwide

The Entrepreneurs Accounting Firm

Tomkiewicz Wealth Management

Financial Advisor

• No reviews yet
• 0.5%–1.25% of AUM
• Serves nationwide

Advice in plain English.

Services: 401(k) & IRA Management, Asset Allocation, Cash Flow Planning +16 more

True Wealth Group

Enrolled Agent · Financial Advisor

• No reviews yet
• 0.4%–1.25% of AUM
• California, Montana, Oregon +1 more

Independent fiduciary team providing you a plan to get to your goals sooner by paying less tax and investing with intention.

Industries: Advertising & Marketing, Agriculture & Farming, Architecture & Engineering +18 more

Valim Inc

Accountant

• No reviews yet
• $195–$9,995/yr
• Serves nationwide

Ex-Big Four CPA led, AI-enabled tax services for modern businesses & individuals. We embrace transparent communication, availability and deep expertise.

Industries: Advertising & Marketing, Architecture & Engineering, Automotive +24 more

Rivet

Accountant

• 4.9 (35 reviews)
• $1,150–$29,500/yr
• Serves nationwide

Boutique corporate & personal tax prep firm, led by a former IRS auditor.

Services: Bookkeeping, Business Tax Preparation, Individual Tax Preparation +3 more

Pilot Management Group

Accountant · Bookkeeper

• 5.0 (11 reviews)
• $250–$12,000/project
• Serves nationwide

We provide the financial structure, strategy, and insight growing businesses need to make confident, data-driven decisions.

Industries: Advertising & Marketing, Automotive, Construction +27 more

DG CPAs

Accountant

• 5.0 (9 reviews)
• Serves nationwide

Forward-Thinking, Modernized White-Glove Tax Preparation and Consulting Services by Trusted, Experienced CPAs

Services: Business Tax Preparation, Estate Planning, Individual Tax Preparation +3 more

Thomas-Kopelman

Financial Advisor

• 5.0 (8 reviews)
• 0.85% of AUM
• Serves nationwide

AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have 2 licensed financial advisors and tax professional on the team that all work together on every client. We have flat fees and AUM models for those that also want their assets…

Russell Monteith CPA PLLC

Accountant

• 5.0 (7 reviews)
• $1,000–$12,000/yr
• Serves nationwide

New York–based tax services firm specializing in complex tax compliance and strategic planning for individuals and small businesses.

Industries: Biotechnology & Pharmaceuticals, Consulting, Financial Services +6 more

Patrick Ritter

Financial Advisor

• 5.0 (6 reviews)
• 0.5%–1% of AUM
• Serves nationwide

My clients and I value connection, vitality, purpose, and experiences. Money is the tool. A life well-lived is the point.

Better Bookkeeping

Accountant · Bookkeeper

• 4.5 (6 reviews)
• $600/mo
• Serves nationwide

Bookkeeping, tax planning, and tax filing made simple. Sign up, connect your banks, and get back to work.

Services: Bookkeeping, Business Tax Preparation, Cash Flow Management +4 more

Alpine Mar

Accountant · Bookkeeper

• 5.0 (5 reviews)
• $500/project
• Serves nationwide

The Modern Day Accounting Firm

Industries: Advertising & Marketing, Financial Services, Food & Beverage +4 more

Anthony Syracuse, CFP®

Financial Advisor

• 5.0 (5 reviews)
• 0.5%–0.9% of AUM
• Serves nationwide

You have more money than ever. Why doesn't it feel that way? Fee-only, fiduciary planning with no asset minimums, for tech pros, creatives, and business owners.

Services: 401(k) & IRA Management, Asset Allocation, Cash Flow Management +16 more

Bison CFO

Accountant · Bookkeeper · Fractional CFO

• 5.0 (5 reviews)
• $3,000–$20,000/mo
• Serves nationwide
• Min revenue $3M+

Fractional CFO for businesses $3-50 million in revenue.

Industries: Advertising & Marketing, Architecture & Engineering, Construction +13 more

Portside Tax and Accounting

Accountant · Bookkeeper

• 5.0 (5 reviews)
• $395–$2,695/yr
• Serves nationwide

Comprehensive tax services and advisory for individuals, small businesses, and nonprofits. Also specializing in tax relief, bookkeeping, payroll management, and business formation assistance.

Industries: Advertising & Marketing, Consulting, Food & Beverage +8 more

Walker Advisory, LLC

Accountant · Bookkeeper · Fractional CFO

• 5.0 (5 reviews)
• Serves nationwide
• Min revenue $750K+

Profitability Experts on a mission to help thousands of small businesses grow their bottom line.

Industries: Advertising & Marketing, Architecture & Engineering, Construction +17 more

YOLO Numbers

Accountant

• 5.0 (4 reviews)
• $2,000–$35,000/project
• Serves nationwide
• Min revenue $500K+

We provide strategic solutions to business owners including tax planning, comprehensive bookkeeping, cloud accounting integration, fractional Controller & CFO support, and deep financial diligence.

Industries: Advertising & Marketing, Architecture & Engineering, Automotive +26 more

Fusion CPA

Accountant · Bookkeeper

• 5.0 (3 reviews)
• $149–$215/mo
• Serves nationwide

Fusion CPA provides outsourced controller services, tax planning, and accounting software solutions for scaling enterprises in Atlanta and around the US.

Industries: Consulting, Financial Services, Manufacturing +3 more

Graphite

Accountant · Bookkeeper

• 5.0 (3 reviews)
• $450–$20,000/mo
• Serves nationwide
• Min revenue $1M+

The #1 Team Startups Rely On For Accounting & CFO - Get clean books, strategic guidance and industry specific support, all in one place.

Industries: Advertising & Marketing, Consulting, Energy & Utilities +10 more

Ralph & Ralph

Accountant · Bookkeeper

• 5.0 (3 reviews)
• $500–$20,000/mo
• Serves nationwide
• Min revenue $250K+

Bookkeeping, tax prep, CFO support - all under one roof. We’ll keep your back office running so you can keep building.

Industries: Advertising & Marketing, Architecture & Engineering, Construction +15 more

Ratio Accounting, Inc.

Accountant

• 5.0 (3 reviews)
• $250–$9,000/mo
• Serves nationwide
• Min revenue $250K+

Accounting firm for all businesses that provides wrap around consulting to implement improvements.

Industries: Financial Services, Government, Healthcare

Scale CPA

Accountant · Bookkeeper

• 5.0 (3 reviews)
• $500–$5,000/mo
• Serves nationwide
• Min revenue $500K+

We help small and middle market companies scale by providing bespoke accounting and tax services.

Industries: E-commerce, Food & Beverage, Medical +1 more

Steward

Financial Advisor

• 5.0 (3 reviews)
• $1,500–$10,000 one-time
• Serves nationwide

A modern estate planning firm combining technology with expert attorney support

5T Wealth Management

Financial Advisor

• 5.0 (2 reviews)
• Serves nationwide

Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +20 more

Montebello Avenue

Financial Advisor

• 5.0 (2 reviews)
• 1% of AUM
• Serves nationwide

Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®.

The Graf Tax Co. PLLC

Accountant

• 5.0 (2 reviews)
• $900–$3,000/yr
• Serves nationwide
• Min revenue $100K+

We help content creators and video production companies stay compliant and pay less in taxes with year-round planning and support.

Industries: Consulting, Gaming, Media & Entertainment +1 more

Till CFO

Fractional CFO

• 5.0 (2 reviews)
• $5,000–$30,000/mo
• Serves nationwide
• Min revenue $2.5M+

Fractional CFO, FP&A, Accounting & Tax for growing businesses.

Industries: Advertising & Marketing, Biotechnology & Pharmaceuticals, Consulting +10 more

Wander CPA

Accountant

• 5.0 (2 reviews)
• Serves nationwide

We provide tax planning and preparation for small to medium sized businesses.

Industries: Media & Entertainment, Real Estate, Technology & Software

Yasmin Zarrinkelk

Accountant

• 5.0 (2 reviews)
• $100/hr
• Serves nationwide

Tax Planning and Advisory Services for High-Income Families & Small Business Owners

Services: Accounts Payable/Receivable, Bookkeeping, Budgeting & Forecasting +6 more

Zinance

Accountant · Bookkeeper

• 5.0 (2 reviews)
• $299–$9,999/mo
• Serves nationwide

Finance, Bookkeeping and Taxation services for startups

Industries: Advertising & Marketing, Consulting, Energy & Utilities +11 more

CAPTRUST

Financial Advisor

• 5.0 (1 review)
• Serves nationwide

CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.

Carman Kubanda

Financial Advisor

• 5.0 (1 review)
• 0.5%–0.9% of AUM
• Serves nationwide

Holistic Financial, Tax, Estate, Business Planning from a boutique firm.

Services: 401(k) & IRA Management, Asset Allocation, Charitable Giving +12 more

CJG Partners LLP

Accountant

• 5.0 (1 review)
• $150/hr
• Serves nationwide
• Min revenue $500K+

CJG Partners LLP is a Schaumburg, Illinois-based accounting and advisory firm with over 40 years of experience, specializing in tax, assurance, and strategic financial services for closely held businesses across industries like manufacturing, construction, and technology.

Conscious Accounting

Accountant · Bookkeeper

• 5.0 (1 review)
• $350–$15,000/mo
• Serves nationwide
• Min revenue $1.2M+

Our motto is simple: It doesn’t cost to have a good accountant, it pays.

Industries: Architecture & Engineering, Biotechnology & Pharmaceuticals, Construction +11 more

Evergreen Accounting Solutions LLC

Accountant · Bookkeeper

• 5.0 (1 review)
• $250–$5,000/mo
• Serves nationwide

Evergreen is a modern accounting firm for small business owners and individuals who want their books and taxes handled with care — all year, not just at tax time.

Industries: Advertising & Marketing, Automotive, Construction +30 more

Horst and Jager

Accountant

• 5.0 (1 review)
• $250/mo
• Serves nationwide

At Horst & Jager, we strive to deliver top-quality tax, accounting, and advisory services, to our clients.

Hunter T. Bracy, CPA, PLLC

Accountant · Bookkeeper

• 5.0 (1 review)
• $175–$3,500/mo
• Serves nationwide

CPA focused on helping the businesses that keep our world turning - farmers and tradesmen.

Industries: Agriculture & Farming, Electrical, HVAC +1 more

KK Accountancy

Accountant · Bookkeeper

• 5.0 (1 review)
• $85–$5,000/mo
• Serves nationwide
• Min revenue $250K+

KK Accountancy is your trusted partner for strategic finance, accounting, tax, and flexible fractional resourcing—keeping your business compliant, efficient, and ready to scale.

Industries: Consulting, Real Estate

Matt-Magee, CFP®

Financial Advisor

• 5.0 (1 review)
• 1% of AUM
• Serves nationwide

We take your personal finances personal.

Paragon Accounting & Tax Solutions, LLC

Accountant

• 5.0 (1 review)
• Serves nationwide
• Min revenue $250K+

We help business owners take control of cash flow, crush tax season, and build real wealth with strategy, coaching, and zero sugarcoating.

Services: Bookkeeping, Budgeting & Forecasting, Business Tax Preparation +7 more

SD Mayer & Associates, LLP

Accountant · Bookkeeper

• 5.0 (1 review)
• $150–$450/hr
• Serves nationwide

Full-service tax firm in San Francisco specializing in Equity Compensation. I was formerly part of Bogdan & Frasco that merged with SDM.

Industries: Technology & Software

Strube CPA PC

Accountant

• 5.0 (1 review)
• $1,000–$2,000/mo
• Serves nationwide

Tax prep and proactive planning for individual with equity comp

Industries: Consulting

Summit Advanced Tax Strategy

Accountant

• 5.0 (1 review)
• Serves nationwide

Advanced Tax Strategies for High Net Worth Individuals & Real Estate Investors

Industries: Real Estate

Yield

Accountant · Bookkeeper

• 5.0 (1 review)
• $500–$2,500/mo
• Serves nationwide
• Min revenue $1M+

Full service modern day accounting firm that provides accounting, tax, and CFO services to help business owners run and grow their companies.

Services: Accounts Payable/Receivable, Audit Services, Bookkeeping +8 more

Fortress Accounting

Accountant · Bookkeeper

• 4.5 (1 review)
• $50/hr
• Serves nationwide
• Min revenue $200K+

Fortress Accounting delivers comprehensive financial solutions for high-growth startups from seed through series C, with particular expertise in crypto, AI, and SAAS companies.

Industries: E-commerce, Financial Services, Gaming +3 more

Austin Wealth Management

Financial Advisor

• (1 review)
• $250–$1,000/mo
• Serves nationwide

Austin Wealth Management is an SEC-regulated fiduciary and independent RIA, offering fee-based financial guidance starting with holistic planning that includes cash flow management, retirement planning, tax mitigation, estate planning, business exit, and investment strategies.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +29 more

Civic Financial

Financial Advisor

• (1 review)
• 0.5%–1% of AUM
• Serves nationwide

We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +28 more

Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc®

Financial Advisor

• (1 review)
• 1%–2% of AUM
• Serves nationwide

Bringing JOY to Your Money Journey™

Womack Financial

Financial Advisor

• (1 review)
• Serves nationwide

Your personal wealth manager, advising on and managing both public and private investments.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +19 more