Consolidated Financial & Tax

Consolidated Financial & Tax offers accounting software, tax, bookkeeping, QuickBooks, and financial services. The job it does: managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. Related areas on their profile: Accounting, Consulting, Finance and Financial Services. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Consolidated Financial & Tax is based in Spring Hill, Florida and founded in 2012. More on cfandt.com.

Our checklist for this category: response SLAs, onboarding, and what is billed per hour. Ask for a trial on your own data, not a canned demo.

If you have worked with Consolidated Financial & Tax, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.