Although they did a good job with my filing last year, this year has been a total disappointment…read more I contacted them by the end of January to get an early kickstart and avoid leaving this to the last minute. They asked me to send the documents as soon as they were available. After a while, when asked if they needed anything else, the answer I received in March was, "We will know when the returns are being prepared." meaning they didn't start at all. As a follow-up, I asked them if it would take some time; I could try to find someone else while there was still time. So surprisingly their response was, "Feel free to find someone else". This last response summarizes how they value their clients. I only gave them an additional star because they managed the situation better last year. If you're an individual client, avoid them at all costs.

Brandon was so helpful and generous with his advice. He explained my financial situation and…read moreoptions in detail. He was very efficient and knowledgeable with his answers. Looks like I have a new CPA moving into the future! He's is wonderful! Thanks again Brandon!

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!

I have been working with Maria for around 10 years and she has managed the books and…read morereconciliations for all of my businesses and my personal. I continue to use her for these services. This includes a technology startup, a real estate property management company, an education non-profit, and a real estate investment fund. Maria is highly skilled in Quickbooks and especially good at setting up a new system including the chart of accounts, the classes and other variables to give me reports that allow me to interpret data to make meaningful decisions. She also handles regular data input (deposits and bills)-- she is fast and careful. She has helped me organize my workflow to make things more streamlined and filing more efficient. She also has a strong fundamental understanding of GAAP and financial accounting which is useful for data entry and proper allocation as well as for reporting, bank reconciliations, and operations. Case in point - In January we just started a new accounting system called Appfolio (not qucikbooks) that does property management and has its own accounting system. We are learning it together and she is a quick study and already has achieved a high skill level in this software. Her understanding of the accounting rules makes it easier for her to handle diverse software systems and unique situations. She is easy to work with, comes on time, doesnt overbill, and gets things done properly. She works at our office and also remotely which is sometimes more convenient for us.

I've been going to Maria for several years now, and she's always made me feel secure. She's fast,…read morefriendly and competent. Her prices are reasonable - and best of all, I get money back.

We've been working with Mike and his team to keep the books for our small business for many years…read morenow, and they do a great job. They're always quick to respond, smart and organized, and very patient with any questions I have. Super glad we found them - highly recommend!

Mike is knowledgeable, professional, reliable and his integrity is invaluable. Mike was recommended…read moreby people I trust. Sara S

THIS IS A SCAM. THE WORK WAS NOT COMPLETED. I have nothing to show for the thousands of dollars I…read morepaid Serah Blackstone Fredericks. I hired her to do bookkeeping and to train me on QuickBooks. The limited bookkeeping was grossly inaccurate with many, many things miscategorized. She did not provide a Profit & Loss Statement, a Balance Sheet or a Statement of Cash Flow She initially took responsibility for this and offered to provide a partial refund, but now she has ghosted me in the process of negotiating the amount.

Needed to hire someone to come fix the errors, but her assistant did a decent job with the basics…read more If you have a small business without too many transactions, or your books are not complicated they will do a wonderful job for you. More complex issues, or businesses with large payroll or 100s of transactions in a day are most likely beyond the scope of their experience.

Was referred to Tony's business and was set up with Cole for an assessment meeting…read more He went over what they offer and if they might be a good fit for me and my business. Cole was easy going, understanding, but most importantly didn't pressure me into signing up by any means which was big for me. Give these guys a shot or at least some time to ask some questions see if they're a good fit, high recommend!

I have no doubt these bros know their stuff, but they definitely don't want to talk to you using…read morebreath and vocal cords. That's what AI is for-- and they employ it liberally. I made the mistake of requesting an appointment. Here's what happens next: Lots of robo-texts and emails. I responded to one and booked an appointment 2 weeks out. I prepped for it. I told my students that I couldn't stick around after class to help them because I had an important call scheduled. I confirmed (by auto text) the appt. again yesterday (it was scheduled for today). But... They flaked about 15 minutes before the scheduled time, then 5 min later I got a friendly text reminder not to miss the appointment, which was a nice touch. I had to laugh at that, at least. The Dude's time is far more valuable than yours. You will find out minutes before your "scheduled" appt when Siri drops you a line.

Beth has been my bookkeeper and business manager for eleven years and I don't know what I would do…read morewithout her! Here are some of the many projects she's helped me with: --Bookkeeping and tax prep for my dog walking and bookkeeping business --Transition from contractors to employees for that business (I currently have 25 employees) --Interviewed and and vetted various consultants needed for the business --Found and applied for loans/grants during early Covid, including two PPP loans that were forgiven --Evaluated payroll software programs and managed switch to PayChex --Helped me establish HR policies and procedures for our staff that are legal and progressive --Helped me get paperwork together to do several real estate transactions. Beth is great. She gets my highest recommendation if you need help with a small business or non-profit.

Beth is fantastic! I'm just starting my business, and I was getting overwhelmed with quickbooks…read more She taught me how to use it properly, set up and understand my profits/losses, categorize each expense, and create a balance sheet. And it only took two meetings. My business isn't big enough to hire a book keeper, but she set me up to be able to continue on my own. After each meeting, my stress melted away. I highly recommend her!

Great dedicated bookkeeper. I feel grateful to have Julie on my side. I definitely recommend her.read more

From the owner: Call or book through my website for your free 30 minute consultation. I help small business owners…read moremake more money and save them time to focus on their business. I will optimize their books and help them make informed decisions. I will reduce stress for business owners who try to do their own books. I have over 20 years of experience in customer service and cash management. 1099 filing Bookkeeping Inventory services Accounting Cost accounting Payroll Book cleanup Financial reporting Quickbooks Payroll Reconciliation