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✓ VETTEDWhat our “Vetted” badge means. The "Vetted" designation means our editors have reviewed the firm’s publicly available information and reviews. Please note: some "Vetted" firms may be past or current clients of our company. This badge is not financial advice or an endorsement. We do not verify state licenses, credentials, or conduct background checks. You are strictly required to conduct your own extensive independent research to validate any professional before engaging their services.Start with the vetted firms

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Affinity AccountingMilwaukee, WI · Serves clients nationwide · Victoria HaasBest fit for: Owner-led service businessesProactive Milwaukee and Chicago accountants whose whole pitch is that you never have to wonder whether your accountant is saving you money. They work at it year-round rather than at filing time.Tax planning · Bookkeeping · Fractional CFO · Tax returns

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U-Nique AccountingHuntley, IL · Serves clients nationwide · Matt CianciaruloBest fit for: Restaurant, bar and brewery owners anywhere in the USA financial partner for breweries, bars and restaurants, and genuinely nothing else. They run the 13-month calendar, industry KPIs and hospitality tax credits as standard, which is the kind of thing a generalist will not even suggest.Fractional CFO · Payroll · Tax planning · Bookkeeping

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Omar Virjee, Virjee Consulting · Dental CPA USA

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Virjee Consulting · Dental CPA USAHouston, TX · Serves clients nationwide · Omar VirjeeBest fit for: Dental practice owners at any stageDental practice owners, all year rather than at filing time. Same team for the books, the tax plan and the growth questions, from associate buy-in through to selling the practice.Tax planning · Monthly accounting · Bookkeeping · 1099 accounting

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Core AdvisorsChapin, SC · Serves clients nationwide · Thomas GoreBest fit for: Dental practice ownersDental practices taken end to end: the practice books and taxes on one side, your own money on the other, handled by the same team.Monthly accounting · Bookkeeping · Payroll · Tax planning

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TraktionDallas, TX · Serves clients nationwide · Mebea YohannesBest fit for: Therapists running a private practiceReal human accountants for therapists, and the emphasis is on not having to chase anyone. They handle bookkeeping, bill pay, payroll and CFO guidance proactively and bring you the margin insights rather than waiting to be asked.Bookkeeping · Fractional CFO · Payroll

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Vast CFOReno, NV · Serves clients nationwide · Tanya MccafferyBest fit for: Restaurant owners who have outgrown basic bookkeepingSpecialized restaurant accountants led by Tanya McCaffery, a CPA who has built restaurants herself and now helps other people run more profitable ones. That operating background is the reason to look here rather than at a firm that has only ever seen restaurants through a spreadsheet.Bookkeeping · Payroll · Fractional CFO · Tax planning

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