Had a great experience with Nima Sadati purchasing an existing restaurant. She is very…read moreknowledgeable and professional. The process isn't super easy and she was amazingly helpful along the way. I hope to use her services when I sell one of my other restaurants. Top notch!

I highly recommend the Liberty team as advisors. Specifically, our agent Nima was great, and she…read morecould guide us through the business buying process and provide a detailed analysis of market trends. She was always available and patient, even on the weekends, and answered our calls all the time.

David has been a phenomenal resource as I have embarked on building an Executive Coaching business…read more Lots of very positive energy, helpful suggestions and strategic framing on business development and marketing. I highly recommend David for support in framing out a new business idea and ensuring that you are focusing on the right things at the start. Five stars all the way!

I called David today, after going through a rough patch yesterday when my small business was…read moretemporarily banned from Mailchimp. I realized it was time for some outside assistance. I can't rely 100% on my own limited experience. David Mitroff (the man in the picture) was extremely generous with his time over the phone. I told him abt a potentially risky sales contract I was considering. He took at least 20 minutes to go over with me how I can mitigate that risk and what I should do to prepare for negotiation. He did not have to do that. But he wanted to make sure I didn't get scr3w3d over. He didn't want to see me fail. For that reason, Piedmont Avenue will be the first place I come to once I'm ready for a deeper strategic conversation and more hands-on assistance. Will update once I have more to say. Thanks David!

So I began my journey with Contractors Coach in October of '23. I had been in the remodeling…read morebusiness for 9 years and it seemed to continue to get worse. 250k in debt with a secondary lender at 20 plus percent, consistently not being able to pay my company bills on time, barely making payroll week to week, it was ugly and getting worse by the month. I knew I needed help but how the heck was I able to afford it and what did they know that I didn't after all these years in business?? But I was at the end of my business rope and getting worse so I took a gamble and called Contractors Coach. After an interview describing my issues they set me up with Tom Pearson and honestly, it changed my business life (which changed my personal life). Today is May 29, 2024 and everything has changed. I have paid my (I kid you NOT) secondary note off, have gone from negative financial numbers to a gross profit of 30%, total expenses under 14%, and a net income of over 15%. Here's a tip, if you don't understand what these numbers mean (like I didn't 6 months ago) you will continue to struggle. Among other things, Tom taught me to read my financials which helped me understand what was wrong and what was right. He immediately identified a flaw in my estimating process then week after week we tutored the financials until I could understand where my money was going and how to make the numbers work. There is no quick fix when you are in as deep as I was. But having an understanding of how to climb out of the hole and the patience to put in the right financial practices over the course of only 6 months is absolutely remarkable. Kind, witty, knowledgeable, non-judgmental, he's a wonderful balance to get you on the right road. But I have to say there is ONE huge issue with the guy, sadly, he's a 49ers fan. Thankfully I was able to overlook that fault and focus on his lessons and it changed me. God Bless you Tom Pearson. Go Lions!

I'm Loren Dougherty, the owner of Alpha Alarm & Audio, Inc. We have been in business for over 20…read moreyears. About a year ago I was struggling because my business did not have systems and there was no coherent culture in the business. When I met with the coaches at The Contractors Coach I felt they were really interested in helping me. During the coaching sessions we addressed the problems quickly. I learned how to create an effective company culture, and it helped weed out some people who were really bad employees. Our workflow is way better now, we are more efficient, and our profits are definitely up. We are twice as profitable on each job as we were a year ago. Now I'm confident we can double the size of our company over the next two years. And if you are considering growing your business - "You'd be stupid not to work with them." Loren Dougherty Owner, Alpha Alarm & Audio, Inc. Vacaville, CA

As a new first time homebuyer, the KPR team was instrumental in answering my questions and…read moreproviding me the guidance I needed to make the right financial decisions throughout my homebuying process. They were kind, courteous, followed up with me on my open asks and were able to explain all the rules and guidelines to me in an easy to understand way. I won't hesitate to come back for future help!

Ken is extremely knowledgable in the area of equity P&L/compensation and helped me navigate through…read morethe quagmire of tax implications of ISO, RSU, ESPP, and both short/long term holding implications. He helped us sort out a mess the IRS years back with relation to ISO stock and AMT (pre-Tax and Jobs Act) that we are forever grateful for and have been going to him since. From a cost perspective, KPR is reasonable for a seasoned professional in the upper level with a service touch. On the service side, Annabelle has been amazing in providing that extra care and attention to details to remind us of milestones.

Christoph has been my coach for the past few months & the positive impact his suggestions have made…read moreon my company are long-lasting. He helps me look at my personal practices and the practices of my office staff. He helps me identify areas of growth potential that were in my blind-spot and take actions that I may have shied away from. I highly recommend Christoph.

Christoph is dedicated to helping his clients achieve their goals and dreams and he brings a wealth…read moreof knowledge and resources to help his clients get unstuck and soar. He will be your greatest fan as he helps you gain clarity. He will assist you in removing all the obstacles that are preventing you from realizing your goals and dreams.

I had such a fantastic experience working with Coach Crystal. She helped me grow and become a…read morebusiness woman I am today. She offers practical steps that will help you reach your goals and also hold you accountable. She is very prompt, returns email in a matter of hours. You will always learn something new on every session with her. Crystal is an amazing person overall and it's been such a pleasure having her in my corner as a business coach. Every business person should have at least a few months worth of business consultation with Crystal. I highly recommend working with Coach Crystal and Run Right Consulting.

I referred Crystal and her company, Run Right Business Consulting to one of my 30+ year clients…read more She has done an amazing job, helping them focus and respond to the changing business landscape. I believe a referral to someone is paramount to one's own business, as it is for the person whom is receiving the expertise of the person being referred. Trust is what keeps a 30+ year client, and Crystal and her team made that on going relationship possible.

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

Mr Rose is an exceptionally easy lawyer to work with and he makes every interaction feel safe and…read morecomfortable. He is a great straightforward advocate for his clients. We have dear family friends who used his services to guide the mom through an extremely acrimonious divorce process. The spouse was not only a bully but also abusive. Mr Rose carefully guided our friend through this painful journey in just 4 months after she had spent almost 2-3 years trying to get her divorce. Mr Rose is also one of the few experienced attorneys in Contra Costa County who is bilingual. I highly recommend his services.

I'm writing as the parent of a client who need it help with a family matter the , communication…read moreprofessionalism knowledge compassion work ethics , honesty and empathy during this difficult and challenging time was incredible , I saw how supported and informed my daughter was by Attorney Richard Rose this process I it's been challenging to say the least but I would confidently say that Attorney Richard Rose has been there in every step of the way , I definitely recommend Him to families that are going through similar situations.. He is the best

I have found WB Lending Solutions to be a great resource for identifying finance options. Whether a…read morehome loan, refinance, home equity, etc. If you are looking for experienced professionals, they have 30+ years and are capable of finding solutions for you. They also are a pleasure to work with. At least give them a call and see if they can work for you. You will be happy that you did.

I've worked with Walter Brown, and his Team many times over the past 25 years…read more New mortgages, re-fi and home equity. Walter is a very smart banker and he and his team are friendly, hard working and honest. I'd choose WB Lending over any others.

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!