setapartfs.com

4.9
4.9 Based on 52 reviews

Welcome to SetApart Financial Services, your go-to partner for tailored financial solutions. As authorities in Equity Crowdfunding, Financial Statements, Tax Planning, Tax Preparation, Accounting, Business Consulting, and Financial Planning, we're committ...

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Average Rating

4.9

/
5

52 Reviews

5 Star
90%
4 Star
6%
3 Star
2%
2 Star
2%
1 Star
0%

All Reviews

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Review Time

Chaz Carter
An amazing experience overall

An amazing experience overall! Timely and prompt responses and a great level of professionalism.

5
Date of experience: Jul 09, 2025
supermoine6973
Well organized process & timely…

Well organized process & timely responses to emails.

5
Date of experience: Jul 08, 2025
Nicola
Very Good, Very Efficient

Very organized, great guidance and just efficient at performing their services.

5
Date of experience: Jun 30, 2025
Reasonably responsive to work with

3
Date of experience: Jun 12, 2025
Lorinda Baker
Cathy is great to work with

Cathy is great to work with! She was very communicative and thorough.

5
Date of experience: May 30, 2025
Alex Bell
Fantastic CPA team

Fantastic CPA team! Working with them was seamless, especially with their lightning-fast response times. Will definitely reach out to them in the future

5
Date of experience: May 01, 2025
Samantha
Team was responsive and professional

Team was responsive and professional. Delivered report on time, process was efficient for client and our accounting team.

5
Date of experience: Apr 30, 2025
Kai V.
Prompt reply to requests and timing

5
Date of experience: Apr 29, 2025
Wilhelm
Efficient

Fast, efficient and on-time. Will use again.

5
Date of experience: Apr 24, 2025
Monty Brown
Great team!

The one-on-one guidance and help through the process was outstanding! The onboarding was quick and very detailed. The review was very thorough, and the feedback given helped to make sure our company was in compliance with US GAAP.

5
Date of experience: Apr 23, 2025

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Business Details

  • Welcome to SetApart Financial Services, your go-to partner for tailored financial solutions. As authorities in Equity Crowdfunding, Financial Statements, Tax Planning, Tax Preparation, Accounting, Business Consulting, and Financial Planning, we're committed to excellence, responsiveness, and dependability.

    Navigate Tax Planning, Bookkeeping, Accounting, Budgeting, or strategic financial initiatives with us for superior, high-quality service. At SetApart, we transform financial aspirations into realities, focusing on trust, specialized knowledge, and a commitment to your success. Join us, where success isn't just a goal but a meticulously crafted reality for businesses nationwide.See more

  • email danielle@setapartfs.com
  • call 2138142809
  • language https://setapartfs.com

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