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Balanced Ledger Accounting Agency

5.0 (1 review)
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4 years ago

100% recommended, helped me to start my business the right way!! Gave me good ideas on how to improve it!!

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Essential Numbers Accounting

Essential Numbers Accounting

(2 reviews)

I am grateful for Julie's service! Her bookkeeping and Quickbooks expertise was very helpful and I…read moregot great feedback on setting up the chart of accounts. I also appreciated her candidness: she was open about areas where she can help and areas where she recommended speaking with other accounting professionals instead of claiming deep expertise in them. I look forward to working with Julie again in the future.

As a small business owner, I was looking for CPA/Bookkeeper who would help me with my books. Julie…read morehas been excellent. She cleaned up my books for 2021 and has spent the past four months verifying and ensuring accuracy as we prep for tax season. She has also prepared end-of-year forms for our employees. Julie's impeccable attention to detail, resourcefulness, communication abilities, professionalism, and knowledge has helped me make informed and confident decisions. She gives me personalized business attention, and we meet regularly to check in and set goals. She is not only an accountant but someone who cares about your overall business vision and helping you attain them. I often leave meetings with her feeling grateful and assured that I chose the right person to help me grow my business. I own a mental health group practice, and I am often busy managing our staff and clients and need someone to rely on for the accounting side of things. Julie has been reliable and consistent with everything she does. As a mental therapist, I am extroverted, and Julie is introverted. We work together really well. Her personality is easygoing, calm, and reflective. She makes space for you to lead and does her part to guide and inform you to make sound business decisions. It's a delicate balance, and she does it well. Thank you, Julie!

Arete Financial & Legal Solutions

Arete Financial & Legal Solutions

(6 reviews)

Could never keep scheduled appointments. Always long waits. Taxes were prepared wrong and it was a…read morestruggle to get them to clean it up.

Tax preparers have a difficult job and are often overburdened by the quantity of clients and time…read morerestraints for completing their tasks. That being said, expecting a tax preparer to perform their responsibilities in a timeframe they establish should be considered a reasonable expectation. Of course, unforeseen circumstances can arise requiring the tax preparer to extend timeframes for completing their work. However, quality tax professionals recognize the importance of communication with their clients when timeline extensions are needed and use this skill to keep their clients informed and up to date. Unfortunately, Stephanie Ware with Arete Financial And Legal Solutions falls short in this relevant skill. Although she has received multiple positive reviews, she has also received multiple reviews showing a pattern of neglect and contempt for her clients. She repeatedly states she will perform tasks and provide phone calls or email replies within a specified timeframe without doing so. In 2025, she scheduled multiple appointments with me and never had the decency (at the very least) to have someone from her office call and reschedule when she determined she could not keep the appointment. I even sat down with Ted Ashton (one of the owners of Arete Financial And Legal Solutions) and showed him a packet of emails between Stephanie and myself documenting her lack of ability in handling (in a professional manner) my tax preparation. When he stated, "you're not wrong"... and then proceeded to read the multiple reviews I shared showing her inability to satisfy multiple client's tax preparation needs, an apology was all he was able to offer. He stated our discussion would hopefully help to improve the outcome of his business by improving deficiencies that currently exist. Stephanie Ware is a "hit or miss" tax preparer. She has years of experience that comes with a chip on her shoulder. I am writing this review to help expose the public to "real time" factual experiences. I hope to help people avoid the same type of recurring problems Stephanie Ware makes while ensuring the public has reliable information to help make informed decisions about their personal tax preparation needs.

Balanced Ledger Accounting Agency - accountants - Updated May 2026

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