Working with Wanessa has brought clarity and structure to my consulting business. She brings a rare…read moremix of financial and HR expertise, along with genuine care. Her attention to detail has been instrumental in keeping me organized and compliant, allowing me to step back from the day-to-day admin and concentrate on serving my clients.

Hired WWB to assist with my books and show me the finer points with a few glitches. David was…read morefriendly, a great teacher and he solved all QuickBooks issues. David was able to answer all questions, provided great value, with patient professionalism. I highly recommend this company.

I had the pleasure of consulting with Skye on QuickBooks Online, and they were incredibly helpful…read more Skye explained everything clearly, answered all of my questions with patience, and made what felt like an overwhelming process so much easier to understand. Their knowledge and professionalism gave me confidence that I'm setting things up the right way. Once I'm fully set up, I will absolutely be using Skye as my bookkeeper. I can already tell they'll be a tremendous asset to my business!

I can't say enough great things about Anna and AEL Management! Since she stepped in to manage our…read moremed spa bookkeeping, running my business has been so much smoother. Running a successful med spa isn't just about giving clients amazing results--it also means keeping the business organized behind the scenes. Whether you're a solo injector or leading a full team, having strong bookkeeping in place is the key to staying profitable, compliant, and stress-free. AEL Management has made that possible for me. She helped me separate my personal and business finances, set up QuickBooks properly, and organize my financial records so tax prep with my CPA is easy. She also created detailed revenue tracking by service type--injectables, facials, laser treatments, and retail products--which gives me clear insight into what services are most profitable. Now, I know exactly where to focus my marketing and resources. Best of all, she reviews my financial statements with me every month to spot trends, dips, and opportunities. That means I can make better business decisions, cut unnecessary expenses, and invest in the products and services that truly drive profit. My books are always accurate and up-to-date, which gives me peace of mind year-round--not just at tax time. If you're a med spa owner or small business looking for a QuickBooks expert who understands the beauty and wellness industry, I highly recommend AEL Management. Thanks to Anna, I finally feel in control of my business finances and confident about the future of my med spa.

We had a frustrating experience with our previous accountant. Communication became very poor,…read moredeadlines and follow-through were inconsistent, and several items in our books remained unfinished despite repeated requests for updates. We also experienced penalties and additional stress due to mistakes that we felt should have been avoided. When we asked for clarification on completed vs. incomplete work and discussed reimbursement for unfinished services, communication largely stopped. We had hoped for a more professional and proactive experience. Unfortunately, we ended up needing to seek help elsewhere to get our records cleaned up and organized.

Please focus on you and your staff's attention to detail and customer service…read more This year, our taxes were prepared incorrectly twice, the first time rejected by the IRS and the second time with a gross error caught by us: completely leaving off one person's income. Further, we went weeks without communication and had to initiate follow-up several times, which is frustrating when turning to human tax professionals for support. Finally, to top off the blatant disregard for customer relationships, we were denied a meeting to discuss our concerns and request for a refund due to all of the challenges and poor services rendered. I'm disappointed in our experience this year and sad to have to take my business elsewhere.

As a small business owner just starting out I was thrilled to find Jane's website and her approach…read moreto, "Peace of mind bookkeeping." Jane has gone above and beyond getting me up to speed and keeping my business finances in order. She's helped to break down accounting lingo, bookkeeping education, Quickbooks, day to day excel, sales taxes and worked with my accountant come tax time. I can tell you I'd be pretty lost if she didn't keep me on track. She is very detail oriented and meticulous at what she does, happens to make delicious pumpkin bread and has been available for questions every step of the way. I would highly recommend Jane to anyone who needs help setting up, maintaining their books and Creating a little Sanctuary in their life. Thanks Jane!

My taxes were filed without reviewing or consulting with me. It was glaring I had not provided some…read moredocuments that would normally be a red flag for an accountant to consult their client for submission before finalizing taxes. You will have to ask for responses to emails from Terry and his secretary. In no way would I recommend Terry.

I am still have difficulties with tax returns going back 2 years. I have spent hours emailing them…read moreand dealing with IRS. They are condescending. I wish they would handle my taxes and advise me on how to pay less taxes; instead, I spend numerous hours working on taxes myself.

Jon has been such a huge help to us with setting up our LLC and getting everything in order on the…read morefinancial side. He really knows his stuff and made the whole process so much easier to understand. We walked away feeling so much more confident about what we need to do moving forward. One thing we really appreciate about Jon is how accommodating he is. He's easy to reach by phone, email, or even for a 1:1 meeting, like the one we had today. It's so convenient to work with him because he makes himself available and always takes the time to answer our questions thoroughly. Taxes have also been a breeze with Jon. He has an online portal where we can upload all our documents, and from there, he handles everything. It's so streamlined and simple--it really takes the stress out of tax season. We've been working with Jon for a while now, and we're so happy to continue working with him. He's knowledgeable, approachable, and incredibly reliable. If you're looking for a CPA you can trust, we can't recommend Jon enough!

Just moved to KS from CA and needed someone to do both state taxes for us. They helped us file an…read moreextension and got our taxes done soon after. Very professional and patient when we had several questions. Will be back next year!