Chere' has been an absolute pleasure to work with. I'm new to bookkeeping and needed some…read moreassistance with Quickbooks clean up and proper transaction labeling. Chere' jumped right in to assist. She is easy to communicate with, incredibly knowledgeable about bookkeeping and expert level with Quickbooks. She is trustworthy and and respects the role of consulting in a confidential environment. I highly recommend Focused Business Solutions/Chere' for bookkeeping needs and consultation.

The ladies at focused biz elevated our companies admin and contract process. They help with…read morecustomer billing communication when needed, they understand the different industries they work with and are so responsive. Highly recommend.

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!

Very Respectful service, Outstanding Quality, Definitely worth the appointment the Best Value of…read moreyour service

This update comes after another week of my assistant and I trying to reach Jackie.Her text show…read moreshe's reading our requests to please call and correct the account "she" set up . She simply needs to call quickbooks to correct her mistake. We sent screenshots from the account and Jackie is 100% non responsive or helpful. Very unprofessional, especially after I paid her over 10k in a few months. She freely charged my account, yet doesn't have the decency to professionally off-board an account or at the very least take herself off as primary admin so my new accountant can access the account. If she actually is a bookkeeper speaking with quickbooks would be very easy for her to take care of this. Do not trust or hire this business. If this is not rectified, I will have no other choice than to take her to court for the money she has cost me and for the work she charged me for but didn't not complete.

I've been using Viet Tax Services for my filings two years in a row, and they've always handled…read moreeverything promptly and efficiently. I particularly appreciate the pre-filing questionnaire-which helps make gathering documents and preparation a breeze. The Tax Dome App is incredibly convenient for uploading files on the go. Viet and Clare stands out for their excellent communication, meticulous organization and deep expertise. I'm thrilled I discovered them on Yelp and definitely will be hearing from us next year! Best, Ngoc and Jose

I wanted to edit this review, because it made me sound like I reviewed while mad/upset…read more I have been working with this company for 5+ years, & I used to file single. Once I was married & we had complicated things to add, we made sure to go to Viet. I used to get to make an appointment with him in person & he answered any & all of my questions, before I filed. But sadly COVID hit & things changed to online. My husband & I have changed careers several times since 2022, & we had a baby, so there are several things to add into your taxes. This year, we spent over $15k in medical expenses, had our first child, & hoped we would get some kind of a tax refund. But unfortunately that didn't happen. When I asked about adding money to our IRAs, or why we didn't get to file itemized, or how else we can reduce our tax bracket, we were told it was a "paid question that required a paid appointment". Anyway, I think you can get your own taxes done for free or less than you're charged by this guy. He can't help you with basic questions without requiring money so... stay aware & ask questions!

I had a great experience with Lisa, who helped my husband and me complete our tax filings and…read moreplanning to keep working with her. She's incredibly responsive and an excellent communicator, which is essential when navigating complex tax rules.

Lisa is the best. She's taken care of my family's taxes for more than a decade, is amazing to work…read morewith, and super friendly. and caring.

iPro Bookkeeping…read more Short version: Glenn is incredibly talented at what he does and turned a potentially boring/mundane project (bookkeeping) into a good experience! Details: I've discovered the hard way that learning and retaining skills on how-to-use Quickbooks is NOT like riding a bike. I dislike bookkeeping and so I put it off until my CPA yells at me and tells me to send him all my "stuff". So, about once every 6 - 12 months I have to dust-off Quickbooks on my computer and re-learn importing data from my bank, reviewing transactions, and reconciling accounts... and each time it's like learning to ride a bike all over again... blindfolded... with two broken legs. UGH! Thank GOODNESS I found Glenn and iPro Bookkeeping! I actually really enjoy watching people do work in areas in which they are very skilled, and Glenn proved to be a fantastic opportunity! I had the choice to either bring-in / send my files or have him screenshare with me remote to my desktop. I chose the latter and it worked perfectly! Glenn patiently walked me through what I needed to do. Helped me navigate the beast called QuickBooks, import my data, and reconcile everything! What took him a few hours would have taken me 12 (plus an aneurism). I actually look forward to working to doing my bookkeeping with Glenn in the future and would highly recommend him and his services. Rob Ludlow Owner www.BackYardChickens.com

We have used Yvette for several years now. She has always…read morebeen very helpful and friendly.

From the owner: Bookkeeping, Accounting and QuickBooks Services for Construction, Day Cares, Service Contractors &…read moreSmall Business. Monthly bookkeeping packages starting at $500 per month. Certified QuickBooks ProAdvisor. Full service bookkeeping Accounts Payable/Accounts Receivable, Invoicing/Billing Bank & Credit Card Reconciliation Financial & Monthly Reports Daily Sales Entering and Reporting Sales Tax Filing New Business Set Up Serving: Walnut Creek, Concord, Clayton, Pleasant Hill, Martinez, Lafayette, Orinda, Danville, & Alamo, the East Bay and through out Northern California

My books were resurrected from the dead and neglected. Blythe came, conducted a thorough interview…read moreto really try to understand my small but complicated venture, forced me to supply and organize all kinds of important historical docs, set up a brand new streamlined bookkeeping flow, and most importantly got my quickbooks to a point where I can actually open it and obtain actionable information. She will make you do your homework. But it will be worth it.

Blythe IS THE SMALL BUSINESS MAVEN!!! For those of you who are great at creating business and doing…read moredeals and making things happen, but whose brains do not do well with the minutiae of managing your accounts, receipts, subscriptions and bills (but also don't know who to trust to help you with this), Blythe will come to the rescue. Having previously hired a bookkeeper who gave me tasks to complete then ignored me if I did not do them (and was happy to take a fee anyway), Blythe comes as a refreshing antidote. Blythe will figure out what YOU need to get the job done, and she will support you with patience and without judgment. She will clean up any messes, put systems in place, and look at ways to streamline. She has a special gift for working with small business owners who are in growth mode, and she will help you in the here and now as well as help you plan for the future. She also really CARES, has the highest integrity and wants to see you thrive and succeed! She takes her fiduciary role as seriously as I take mine, and I have tremendous respect for her work ethic and humanity. If she has time in her schedule for you, take advantage it! She will save you time and money, and she will help you get more of your life back.

I have had 2 very "difficult" experiences with book keepers in the past and decided to call Dawn…read more After we spoke on the phone I felt comfortable and decided to meet so she could assess my needs. She was polite and comfortable. And more importantly she was confidant she could fix the mess from the previous book keepers. She was patient and very re-assuring as I was very nervous about my book keeping. She walked me through what I needed to do and what files i needed to send her. She finished my year up to date in less that a week and send me the files for review. I am in the process of finishing my year to date but would highly recommend her at this point. Thanks muchu Dawn!

From the owner: Full-charge, off-site bookkeeping services. 30+ years…read moreexperience. QuickBooks Proadvisor. My whole career I have enjoyed working directly, hand-in-hand with entrepreneurs. This has made me more than just a numbers cruncher. I know what goes into running a small business. I can provide an extra set of seasoned eyes when looking at your expenses and financial statements. I care about the health and success of your business. QuickBooks Setup A/R, A/P, Bill Payment Payroll Services Bank Reconciliations Financial Statements Budgets Cash Flow Planning Collections Job Profitability Reports Sales & Commission Reports Year-End 1099 preparation

I have received several referrals from Golden Bay Tax Service for our Wealth Management Services,…read moreand 401k Services. It is refreshing to work with their clients as they are very organized and always have the numbers ready for us to assist the clients with Financial Planning.

I have been fortunate enough to have these seasonef professionals prepare my taxes for 35 years! I…read morewouldn't go to anyone else! The knowledge, commitment to their clients and continued trainings, professionalism, courtesy and skills are unparalleled! If you are lucky enough to get on their client list, you will be so grateful for the top notch service!