This is an update to my earlier review. Daysi did contact…read moreus a few days after the review and let us know why there was a miscommunication. The reason for the miscommunication is valid and we now understand. If we had known about it from the beginning, I would have never left a bad review for her. Other than that we are happy with the services she provided. In fairness I think it best to amend the review and state that the work she did for us was exceptional. Lesson learned. Communication is the key.

I had Daysi Jacobson Accounting do my taxes for the first time this year after my old accountant…read moreretired - and I was nervous about starting anew. I was thoroughly impressed with her knowledge, efficiency and easy processes to upload documents to prepare for the meeting. I highly recommend her; my taxes were done quickly, and it didn't feel like the burden it's been in other years.

Was given wrong info by lady at front desk. Was penalized 390.00 by IRS. I will not be back…read more When I asked about this, the attitude I got was dismissive. I didn't even get an apology. This company needs to be shut down.

Problem description: E-file double charged me. I requested a…read morerefund of the second charge by creating a support ticket AND emailed two screenshots of the double charges. Their response was that the second charge would go away by itself. It didnt. So I sent an email and their response: start a support ticket. THEN another email that they only see one charge. I sent the screenshots again. Please refund the $20 and please don't double charge your customers and please have better customer support. Thank you.Desired Resolution: RefundDesired Outcome  Please refund the second charge of $19.99. Thank you.

Merritt is a pleasure to work with! She helped to reduce the stress and anxiety related to…read morebookkeeping and simplified my life as an entrepreneur. I am now able to focus on my business and not have to worry about my books languishing. Merritt is proactive, responsive to questions, and understanding about the challenges and opportunities across all aspects of small business finances. Put your faith in Bookkeeping with Merit - you won't regret it!

We are a small non-profit, and Merritt was professional and treated us as if we were her best and…read moreonly client. We cant recommend her high enough

Highly recommend. Personalized service, highly responsive, and most importantly - 100% trustworthy…read morein both character and credibility. Highly recommend Lisa and Mark. As a business owner, I appreciate the ability to spend more time on business growth and less time on admin functions (even the crucial finance management tasks).

From the owner: Gain a competitive edge with thorough financial record maintenance and strategy. Call 904-591-6877…read moretoday to schedule a free consultation!

I was recommended to them and blindly believed in honesty and good work. The financial…read moremismanagement as well as the inaccurate financial reporting have cost my business over $100,000 so far and we are still cleaning up after them. Use at your own peril. This also isn't counting the legal fees for the upcoming lawsuit.

From the owner: We are former Financial Advisors that have a specialty at helping business owners understand their…read morefinances.