The Best Bookkeeping Services
We graded 15 companies on seven things customers actually report: satisfaction, reliability, workmanship, value, momentum, track record and how owners handle complaints.
From 1,631 Google reviews of 15 top-rated bookkeeping services nationwide. Updated October 25, 2026.
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Best bookkeeping services for individual tax planning
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LIONS ACCOUNTING AND TAX SERVICES LLCHow Job match is calculatedBuilt only from reviews Google tagged “Individual tax planning”:Stars on this job 55%5.00★Number of such jobs 25%3Overall Experts Score 20%65Job match= 87Stars are pulled toward the category average (4.90★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.87Job match = this company’s ★ on reviews Google tagged “Individual tax planning” (shrunk toward the category average when there are few), how many such jobs it has done, and its overall Experts Score.
What customers said about individual tax planning
LIONS ACCOUNTING AND TAX SERVICES…LIONS ACCOUNTING AND TAX SERVICES LLC is an Exceptional CPA with Unmatched Professionalism Working with LIONS ACCOUNTING AND TAX SERVICES LLC has been an outstanding experience. Their depth of accounting knowledge, attention to regulatory compliance, and strategic financial insight far exceed expectations. They…
LIONS ACCOUNTING AND TAX SERVICES…Knowledgeable, Professional, Compassionate, Trustworthy and most importantly Affordable
LIONS ACCOUNTING AND TAX SERVICES…I started going to Ebot in 2023 & he did my back taxes for my business & personal & was AMAZING. Now my parents go to him, both brothers, 2 co-workers, & my best friend. I recommend him to EVERYONE bc he’s the best.
Overall ratings
Experts Score 0–100Experts Score (0–100)Weighted average of 7 percentiles vs other companies in the category: satisfaction 35%, workmanship 20%, reliability 15%, value 10%, momentum 8%, track record 7%, owner replies 5%. Hover a company’s score on its page for the full breakdown. and a letter grade per factor (A = top 20% of bookkeeping services).
| # | Company | ScoreExperts Score (0–100)Weighted average of 7 percentiles vs other companies in the category: satisfaction 35%, workmanship 20%, reliability 15%, value 10%, momentum 8%, track record 7%, owner replies 5%. Hover a company’s score on its page for the full breakdown. | FactorsFactor grades, in orderSatisfaction (35%): Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume.Reliability (15%): How rarely jobs go badly: share of 1–2★ reviews in the last 24 months (fewer = better).Craft & service (20%): Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — net praise per review.Value (10%): Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights.Momentum (8%): Last 12 months vs lifetime average — improving or slipping.Track record (7%): Review volume and years with reviews.Accountability (5%): Owner replies to 1–3★ reviews.One letter per factor, by percentile among peers: A = top 20%, B = next 20%, and so on. | ★Google star rating as shown on Google Maps. | Typical billMedian bill customers of this company reported in their reviews (needs 3+ priced reviews). |
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| 1 |  Carter & Company Business Accounting Firm Kansas City CPAKansas City, MO | A 85How the Experts Score is calculatedEach factor is a percentile (0–100) against the other companies in this category, then weighted:Satisfaction 44%97+42.4Reliability 19%97+18.2Value 13%85+10.6Momentum 10%63+6.3Track record 9%37+3.2Accountability 6%60+3.8Experts Score= 85Not enough data for craft & service; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–ABDB | 4.99 | — |
| 2 |  Emerson & Co. LLCKansas City, MO | B 74How the Experts Score is calculatedEach factor is a percentile (0–100) against the other companies in this category, then weighted:Satisfaction 50%70+35Reliability 21%90+19.3Momentum 11%70+8Track record 10%70+7Accountability 7%60+4.3Experts Score= 74Not enough data for craft & service, value; its weight is shared by the others.Grade B: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | BA––BBB | 4.96 | — |
| 3 |  Vine & Branch BookkeepingKansas City, MO | B 73How the Experts Score is calculatedEach factor is a percentile (0–100) against the other companies in this category, then weighted:Satisfaction 50%90+45Reliability 21%80+17.1Momentum 11%47+5.4Track record 10%10+1Accountability 7%60+4.3Experts Score= 73Not enough data for craft & service, value; its weight is shared by the others.Grade B: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––CFB | 5.00 | — |
| 4 |  Elevated LedgerKansas City, MO | B 69How the Experts Score is calculatedEach factor is a percentile (0–100) against the other companies in this category, then weighted:Satisfaction 50%83+41.5Reliability 21%80+17.1Momentum 11%47+5.4Track record 10%3+0.3Accountability 7%60+4.3Experts Score= 69Not enough data for craft & service, value; its weight is shared by the others.Grade B: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––CFB | 5.00 | — |
| 5 | LIONS ACCOUNTING AND TAX SERVICES LLCKansas City, MO | B 65How the Experts Score is calculatedEach factor is a percentile (0–100) against the other companies in this category, then weighted:Satisfaction 44%77+33.7Reliability 19%70+13.1Value 13%65+8.1Momentum 10%47+4.7Track record 9%23+2Accountability 6%60+3.8Experts Score= 65Not enough data for craft & service; its weight is shared by the others.Grade B: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | BB–BCDB | 5.00 | — |
| 6 |  Jenny's Love AccountingKansas City, MO | B 61How the Experts Score is calculatedEach factor is a percentile (0–100) against the other companies in this category, then weighted:Satisfaction 35%63+22Reliability 15%57+8.5Craft & service 20%75+15Value 10%55+5.5Momentum 8%47+3.8Track record 7%50+3.5Accountability 5%60+3Experts Score= 61Grade B: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | BCBCCCB | 5.00 | — |
| 7 |  Numbers Don't Lie Tax Prep and Financial Services IncKansas City, MO | C 58How the Experts Score is calculatedEach factor is a percentile (0–100) against the other companies in this category, then weighted:Satisfaction 35%57+20Reliability 15%37+5.6Craft & service 20%58+11.6Value 10%95+9.5Momentum 8%10+0.8Track record 7%83+5.8Accountability 5%87+4.4Experts Score= 58Grade C: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | CDCAFAA | 4.97 | — |
| 8 | Block AdvisorsKansas City, MO | C 50How the Experts Score is calculatedEach factor is a percentile (0–100) against the other companies in this category, then weighted:Satisfaction 35%43+15.1Reliability 15%63+9.5Craft & service 20%42+8.4Value 10%35+3.5Momentum 8%83+6.6Track record 7%77+5.4Accountability 5%27+1.4Experts Score= 50Grade C: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | CBCDABD | 4.90 | — |
| 9 |  Roxys TaxesAlhambra, CA | C 49How the Experts Score is calculatedEach factor is a percentile (0–100) against the other companies in this category, then weighted:Satisfaction 35%50+17.5Reliability 15%30+4.5Craft & service 20%25+5Value 10%75+7.5Momentum 8%90+7.2Track record 7%90+6.3Accountability 5%17+0.9Experts Score= 49Grade C: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | CDDBAAF | 4.93 | — |
| 10 |  R&S Agency IncKansas City, MO | C 41How the Experts Score is calculatedEach factor is a percentile (0–100) against the other companies in this category, then weighted:Satisfaction 44%37+16.2Reliability 19%43+8.1Value 13%45+5.6Momentum 10%23+2.3Track record 9%43+3.8Accountability 6%87+5.4Experts Score= 41Not enough data for craft & service; its weight is shared by the others.Grade C: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | DC–CDCA | 4.90 | — |
| 11 |  Horta Bookkeeping ServicesAlhambra, CA | D 33How the Experts Score is calculatedEach factor is a percentile (0–100) against the other companies in this category, then weighted:Satisfaction 50%10+5Reliability 21%50+10.7Momentum 11%97+11.1Track record 10%63+6.3Accountability 7%3+0.2Experts Score= 33Not enough data for craft & service, value; its weight is shared by the others.Grade D: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | FC––ABF | 4.47 | — |
| 12 |  Jeff Huang CPAAlhambra, CA | D 31How the Experts Score is calculatedEach factor is a percentile (0–100) against the other companies in this category, then weighted:Satisfaction 44%30+13.1Reliability 19%23+4.3Value 13%25+3.1Momentum 10%30+3Track record 9%57+5Accountability 6%37+2.3Experts Score= 31Not enough data for craft & service; its weight is shared by the others.Grade D: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | DD–DDCD | 4.81 | — |
What jobs cost
What customers paid, from the price Google asks reviewers to report.
| Job | Low25th percentile: 1 in 4 customers paid less than this. | TypicalMedian of the bill customers reported in their Google review (Google asks reviewers for a price range; we use the middle of each range). | High75th percentile: 1 in 4 customers paid more than this. | FairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”. |
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Was the price fair?
All price verdicts left with reviews.
Price verdicts by year
Share calling it great / reasonable / overpriced.
How we grade
Satisfaction (35%) — Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume.
Reliability (15%) — How rarely jobs go badly: share of 1–2★ reviews in the last 24 months (fewer = better).
Craft & service (20%) — Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — net praise per review.
Value (10%) — Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights.
Momentum (8%) — Last 12 months vs lifetime average — improving or slipping.
Track record (7%) — Review volume and years with reviews.
Accountability (5%) — Owner replies to 1–3★ reviews.