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    Firm Focus

    5.0 (12 reviews)
    Closed 7:30 am - 4:30 pm

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    Business consulting

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    7 years ago

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    Sarah T.

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    8 years ago

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    7 years ago

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    Sarah T.

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    8 years ago

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    Sarah T.

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    9 years ago

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    9 years ago

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    Review Highlights - Firm Focus

    After reviewing quite a few others people on Yelp and reading more about Sarah on her website.

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    Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

    Flex Tax and Consulting Group

    (166 reviews)

    North Beach/Telegraph Hill

    Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

    Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

    The Contractors Coach

    The Contractors Coach

    (15 reviews)

    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

    Firm Focus - businessconsulting - Updated May 2026

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