I went for 3 QuickBooks online training sessions and Genevieve is a pro. Patient, wrote out…read morestep-by-step instructions for me, and kindly balanced Jan - April PayPal statements. I can tell from the ease with which she navigates QuickBooks, her accounting knowledge, and her people skills, she's a real pro. You can feel confident coming here for your accounting needs. Office staff is primo, too.

Well to begin with, she billed me twice last year. Every one makes mistakes. My mistake was…read moreselecting this firm to do my taxes. I've been a customer for years, and yet her office treated me like they had no idea who I was this year. So, yes, we did agree on one thing. This is not the firm for me. Unless you like impersonal, robotic lack of service, this is not the firm for you either. Expensive and impersonal are not qualities to look for in a service organization. May I refer you to H & R Block. That's where I'm going. Genevieve fired me, nah I quit.

Look elsewhere. Really sad to say that after over 15 years together. We really commited to Evelyn,…read moreeven when she branched out on her own. Blindly we followed her until we started to question things and ultimately had the worked checked by another CPA who subsequently found major flaws in her work that cost us royally (into the 6 figures).

Tried to contact them on multiple occasions. Sent them a message through their website, sent them…read morean email, and then I called and spoke to a receptionist. Heard promises to call me back and schedule a consultation, but never actually heard back via. Guess they dont want new customers?

April is a gifted coach! She has assisted me with mindset, goals, business planning, client care,…read moreand more! She offers comprehensive life and business coaching, and I highly recommend her services!!

April has helped me tremendously with my focus, production, and my results. She has been my coach…read morefor about 3 years, and my income has doubled. I had two coaches before, and I just couldn't relate to them. She appeals to my logic, and sometimes I can be stubborn, but she patiently keeps working on me, until I get the message. :-) She is a very intelligent woman and she has a terrific memory. Because I respect her as a business person, it matters to me that I am accountable to her, and it has helped me to become a better agent. At this point, I can't imagine her NOT being my coach.

I highly recommend meeting with Jim and learning how he can help improve your business. In my case,…read moremy business was always busy but still somehow struggling. In only four coaching sessions, my confidence and competence with my business has grown tremendously; the profitability growth is significant and measurable.

Jim and I met at a Folsom Chamber event and I was immediately drawn to his personability and…read morecommunication skills. I signed up for a coaching session with him where he gave me excellent immediate feedback on my communication skills toward my clients, which actually focuses more on my listening and questioning skills in addition to how I make my statements of value to them. I have been able to ask for his advice in how to approach different situations and opportunities that have come my way and has been a great source of calibration of my efforts and encouragement through the normal challenges of new entrepreneurship. His calm demeanor and ability to provide authentic and personal perspective has provided me confidence and energy to keep pressing through challenges and continue my progress.

Communication was virtually nonexistent. After the initial conversation with Charles, we never…read morespoke to another human being until I picked up our returns from the receptionist -- and this involved a business, a trust, and four separate tax returns. Not once did anyone contact us with questions, explanations, or comments throughout the process. The end result was that we paid more in taxes this year than we have in the previous 35 years combined. If you prefer no communication and want to feel like just another file number, this may be the firm for you. However, if you expect responsiveness, guidance, or even basic interaction, I would strongly recommend looking elsewhere. Keep in mind that any conversation with a staff member will cost you $350 per hour, even for something as simple as correcting a misspelled name , with billing applied accordingly. Learn from my mistake: interview several tax professionals before choosing Carothers and Associates.

I have consulted with Carothers and Associates for my taxes and accounting questions for many…read moreyears. I have consistently received knowledgeable, helpful and insightful advice. Charlie Carothers and the staff are always kind, patience and knowledgeable. Highly recommend them.

Couldn't say more about how awesome it has been to have this team in my corner. As a small business…read moreand entrepreneur, I've been my own bottleneck for a long time. When the time came to find a solution for my backend, I didn't just want someone crunching the numbers without getting to know me, my business, and my goals. Enter Holly and her team. Leah H. and Michelle S. are the real deal. I am still early with the team but my business has already flipped from negative margins to the black! And we are on track to have our best year yet! If you are used to wearing every hat for your business, STOP! Don't wait as long as I did to let this rock start team guide you to your goals!

Before moving forward with Sum of All Numbers we interviewed several of their competitors and I'm…read morevery happy with the decision we made to move forward with this group. Their pricing is fair and service is amazing. Working with Sum of All Numbers has been a nice breath of fresh air. Everyone on their team has been a pleasure to work with. We went from poor and slow data to having great KPIs in a web based dashboard called "Fathom" very quickly. Keep up the great leadership work in attracting quality people like you have today, you guys are doing something right.