Cathy Root is a highly skilled, experienced and responsive Oakland-based CPA and tax advisor…read more Definitely 5 Stars.

Cathy and her team are friendly, responsive, easy to work with, and efficient. Highly recommend.read more

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.

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.

Price is extremely unreasonable and communication is subpar. She does not care about answering your…read morequestions and working with you. She just wants to get on with filing of the taxes quickly.

I tried TRM Tax Solutions for the first time last year with Lynette as my tax preparer. I was so…read morehappy with her service that I returned for another year. My wife and I were so grateful for her support and diligence to every detail to making sure we were comfortable with our filing. Lynette is extremely professional, detailed and very fast. I would highly recommend her to anyone who is seeking a tax professional that understands the complexities of today but can walk you through it and have that needed financial confidence.

We absolutely love working with Betsy! As a small nonprofit, finding someone who truly understands…read morethe unique challenges of nonprofit bookkeeping is such an important part of our operations. Having Betsy on our team means we don't have to worry--she's reliable, detail-oriented, and always one step ahead of us. What I appreciate most is that Betsy genuinely cares and is flexible as a partner. She understands we're often thrown curveballs in our schedule, and goes above and beyond to make sure we have the financial clarity and confidence to focus on the creative and community work we love. Simply put, Betsy is a gem. Every nonprofit deserves a "Betsy" on their team!

I have worked with Betsy Maness of Private Associates and I would not hesitate to recommend her…read more She specializes in working one on one with individuals accounting for stock and bond portfolios and since this is an extremely delicate and confidential area I would be reluctant to just recommend anybody. I find her to be very reliable and trustworthy and intelligent . She would be especially good for anyone going through divorce or probate as there are a lot of details associated with discovery of assets and the recording of securities. With Betsy you can be confident you financial life is in good hands.

I'm highly recommending It's All Adding Up bookkeeping service. We've been working with Cindy for…read moreapprox. 2 years now and have been very satisfied with the results. Cindy is very professional and provides comprehensive services to each of her clients. We are sole proprietors, yet she treats us just as she would with a larger business. She is focused, determined, detail oriented, pleasant, and reasonably priced. Cindy helped us through two intense audits, prepping us thoroughly as well as attending both meetings. She offers support, advice and encouragement to her clients. If you're looking for excellent skills and knowledge, look no further. It's All Adding Up is just for you.

I've been working with Naina for a year now. Found her on Yelp cause I was desperate to find…read moresomeone close by. I had no idea how to work quickbooks and she was able to fix all my mistakes and properly categorize everything for me. She is on top of every single transactions, receipts, and any documents needed to turn in. She's fast and efficient and I highly recommend her. She's is easy to work with and responds fast to any calls, emails, or text. 5 star service.

Our experience with Diana Cohn was quite simply the worst I have ever had in my 20+ years of…read morerunning a business. Her level of incompetence is mind boggling. She took about $24,000 from us and never produced a single thing of value. We worked with her for nearly a year and she could never get anything of value done and we received absolutely nothing from her but headaches. It was the most frustrating experience in my life and I cannot suggest more strongly to stay away from this person. We found a competent bookkeeper who was stunned at the mistakes and incompetence of Ms. Cohn. Our new bookkeeper did in 30 days what Ms. Cohn could not do in close to a year and SHE CHARGED US LESS MONEY PER MONTH. We now have a smooth bookkeeping relationship where I have to do very little. it has been amazing and almost worth the money to get away from Ms. Cohn. I literally have never worked with a person less knowledgeable about their business or less equipped to provide the service I was paying for. Stay far away if you want competence.

The best I've worked with out of total 4 bookkeeper/accountants for my company. Also a very good…read moreperson. STRONGLY recommend.