Would not recommend after meeting with Tara M. For my 2023…read moretax return Rose was great to work with, where she explained things in detail. Value was comparable to other accountants. Though I had many recommendations and referrals for other accountants, I chose to work with Rose because I chose to specifically support a woman and minority owned business. One piece of advice from Erin Benzakein from Floret about hiring a bookkeeper and accountant was that if you feel dumb or awful after meeting with either, then it's time for you to hire a new accountant/bookkeeper. I was having a hard time managing my own bookkeeping and was inquiring about this service. I met with Tara and she was condescending, defensive, and was gaslighting me when I started crying on the call after she went on a diatribe about the importance of bookkeeping. I also disagreed with her statement that "Bookkeeping is the backbone of your business." Unfortunately, Rose was also on the call and there wasn't any intervention. I would recommend Rose Brown only if you were just working with her and Darin, but would stay away if you are on a call with Tara.

Rose is extremely talented, knowledgable, and caring. It's rare to find someone who knows there…read morestuff but also values connecting with me as a business owner. Highly recommend her services!

If I could give zero stars I would. I used this company from 2018-2025 for my small business. I…read moreassumed a company of CPAs would know how to do taxes, however I was incorrect. I questioned them for years on the inventory issues and finally fired them a year ago when they suggested I use someone else's sales tax ID to order wholesale items for my business. I had an independent accountant review my taxes and it turns out that they had in fact counted my inventory correctly every year and in 2021 alone I am due an amended return of $22,000 minus a $12,000 disallowance from the IRS. We still have to do 2022-2023 amended returns. This company has put me at risk of having to file for personal and professional bankruptcy and losing my health insurance as a disabled person. I cannot express how horrifying this experience has been and how they have screwed up my life and finances for the foreseeable future. Avoid at all costs If you are a current small business client with inventory products AND material components, get a second opinion, because they may have screwed you over too.

Man. What a bummer. I was recommended these guys from someone I trust, but they totally left me…read morehanging. They are very poor at communicating. The services they offer are very expensive but cover various areas. I paid them a large amount of money for a specific tax request just to be told that my payment dud not include the service I requested. That was infuriating. These people know their field, I'm sure, but their communication is just horrible. They feel like a company that is stretched too thin to provide any level of competent customer service whatsoever. I will not work with these people again.

I started working with Dale because I was struggling to effectively manage projects that don't have…read moreset deadlines. Dale started by prompting me to think broadly about my goals in life, where I am, where I see myself going, and how I'm going to get there. By talking on a regular schedule, Dale has helped me create accountability structures that work for me, while also checking in to see if my day-to-day routines, including rewarding myself for accomplishments, are working and what I can improve. Knowing I will be talking to Dale nudges me to meet the goals I set for myself, and when I miss them, his approach is constructive and forward looking. He is a caring and upbeat coach who helps to keep me on task to be the professional I aim to be.

they're supposed to be helping with career counseling and life coaching, and other areas to improve…read morepeople and their well being, I guess overall and my feedback was from both representatives that they cannot help me made me feel very devalued. They can improve their value of service request. At least possibly try to help in other areas. It seems though this place is located in Allentown PA 18106 and I will be reporting them in a Better Business Bureau for further investigation.

I have worked with Sherry on multiple projects over the last 14 years. She is a wealth of…read moreknowledge and I can always count on a prompt response when I have questions or challenges. Last year, when we were faced with new regulations on reporting fuel/heavy highway tax for our fleet, Sherry was able to save us time and money with her knowledge. I always know where to turn when new challenges arise.

From the owner: • Customized Monthly Accounting Packages • Accounts Payable…read moreManagement • Accounts Receivable Management • Cash Flow Management • Payroll Processing • Month End Close and Financial Statement Preparation • Part-Time CFO Services • Insurance Audit Preparation and Coordination with Auditors • Business Strategy and Coaching • Tax Time File Preparation and Coordination with CPA • Job Costing and Work in Progress Schedules • QuickBooks Online Setup • QuickBooks Online – JobTread Integration and Setup • QuickBooks Desktop to QuickBooks Online Conversion • Viewpoint Vista Construction Software Consulting