We worked with this company who kept bringing up us signing an Engagement letter yearly. We were…read morepaying almost $3,000.00 a month. We were with them for 5 years. We went through lots of staff and I kept having to go into our sales tax accounts because nobody could get into our accounts. They charged us for an extra month, something in their engagement letter. Said they would finish up 2025. We owed sales tax in South Carolina and I gave them the go ahead to move forward but they never got back to me after sending several emails. Very unprofessional.

This group is responsible for sending out tax documents for an investment we own. It is now…read more3/11/24 and no document for 2023 has been received. I have left voicemails because no one in any department answers their phone. Very frustrating. I tried emailing them, but the email address printed at the bottom of the letter they sent for the 2022 documents apparently is incorrect.

I've had nothing but good experience with InTouch Credity Union, especially via telephone and web…read morebanking services. The staff are always exceptionally polite and efficient in addressing needs and explaining processes. My only complaint, and it's a minor one, is that the new AI-based helper is polite but not very helpful. Perhaps not speaking with a Texas accent is problematice but it didn't seem to recognize what I was saying and couldn't resolve any of my issues. Fortunately it could transfer me to a human staff member.

I have been a member since January 4 1990. I loved this credit union for decades, it's shite now!…read more Absolute shite, and I am in the process of closing my accounts, and moving to a BANK! I'd rather pay the fees than deal with these idiots! I have tried 3 TIMES in the past 20 years to finance a new car. Nothing. Not even a "hello, thanks for considering us". It's not that I was denied, they never even responded - All three times! Not even to the dealers! No response! I give them less than a year to be shut down by the FDIC!

Numbers can often be intimidating and even scary. Especially when important decisions for a growing…read morecompany are based on them. Bryan Polozola has provided me with clear advice for over four year that has helped me make the right decisions. His ability to bring clarity and understanding has been invaluable to my business. And most important, he is very skillful at implementing systems and plans. I highly recommend Bryan and NexGen Financial Solutions!

From the owner: NexGen Finance provides outsourced CFO, Controller, and Accounting team services servicing the DFW…read moreArea.

If your a SBO, you are always looking for ways to reduce your time doing things (like the books)…read morethat are non-revenue generating, improve the bottom line, increase profits, gain and serve more clients, and maintain or improve your services or products. We were too! After being introduced to the Profit First method of keeping track of our books at our yoga studio by a business coach, we decided to implement the concepts. Sure it was scary...because it was different. We found a local Profit First Specialist to help guide the process. Although there was a learning curve, in our first quarter of running the PF system the stress of the books have reduced to next to nothing, payroll and taxes have been simplified, and the owner has a quarterly bonus check...on top of the salary she receives that is double what it was before PF. Xact Numbers (Jen) is a Profit First Specialist and if your looking for worry free predictable results from the finances of your business, we recommend you give them a call. We wanted to spend more time gaining new clients and serving the ones we have to the best of our ability. Having amazing people to support you will make a world of difference. Don't wait and wonder....call Jen.

From the owner: Xact Numbers specializes in small business bookkeeping services, including monthly bookkeeping,…read morebookkeeping cleanup, and catch-up bookkeeping. We help business owners get organized with accurate financial records, bank and credit card reconciliations, and clear financial reports. We work with businesses using QuickBooks Online and Xero and provide reliable, judgment-free support so owners can understand their numbers, stay compliant, and make confident decisions.

Great customer service! Easy to work with and they support Best Buddies! We need more businesses…read morelike CUTX that are customer and community focused!

Its impossible to reach a person on the phone, forcing you to go in person. Then you it had to wait…read morea loooong time to be helped. Have been with them for years, but they've steadily gone downhill and will be looking for another place to take my business.

Monica is responsive, diligent, and reliable. Most importantly, she cares about her clients and…read moreproviding them with excessive service. Highly recommended.

Hello, I am Michael Rayford and I own Lone Star DOT Consulting and Compliance. We decided to go…read morewith Escale Business Solutions a few years back and have been extremely happy with our decision. Escale is heads and shoulders above anyone else we have ever used. Monica always answers our calls and provides solid advice and guidance. Our business brings in at least 30 percent more money with Escale because they are so much more efficient at getting our invoices out and keeping our books organized. They are professional grade! Great for small businesses. If you are using someone like Cal Vetti Fergeson and are not happy with your results, I encourage you to call Escale and see what it is like to have a professional handle your finances.