CLEAR SKY IS THE BOOKKEEPER TO USE…read more They are very good at helping you keep your $ and use it. They are 1-10 are10 in my book Dave

Just got off the phone with Emily, and I can definitely recommend scheduling at least an hour with…read moreher... it'll be worth it. I reached out to Emily on a whim while I was experiencing the initial groans of accounting for my brand new business. Not only did she assure me I was on the right track, but was a very straight shooter in advising me on corporation status. She used illustrative examples to help me understand the difference between all the professional services I might need, and provided some basic education about how to manage my finances. Schedule that consult!

Melissa is amazing! As a small business owner it was a bit overwhelming with all of the paperwork…read morethat kept building up, the time came to hire a bookkeeper and I set up and interview with Melissa based on the good words of another small business owner. It has been 3 years now that we have been working with Perfect Balance and the experience has been the best. Melissa keeps everything very well organized, she has set both our businesses up on Quickbooks so we can see everything at the same time. Everything is ALWAYS done on time and if we ever have any questions or concerns they are answered and explained right away. She literally takes care of everything for our business! Invoices, Payroll, Filing, End of Year and everything else that comes up at a very affordable rate. I have recommended her to several people even including my own parents who use her service as well and are very happy. If you are ever in search of a great bookkeeper, I highly recommend Perfect Balance Bookkeeping!

Melissa has been my bookkeeper for over a year and having worked with other bookkeepers, she is a…read moredream come true! She manages everything without my need to be involved at all. She is always willing to do more analysis if I ask her and has even helped me launch a new business. She is organized, detail oriented, reliable, and really really easy to work with! Highly recommend Melissa!

I was referred to Daniela by a well respected tax professional and could not have been more happy…read morewith my experience with her. Most accountants and bookkeepers did not match my working style. I needed someone who was capable of solving complex business issues and develop SOP (specific to my business) that also mitigates risk of errors. Daniela was able to deliver on this. She took in my input, understood the nature of my business, and ultimately coached me in making standard accounting procedures specific to my business. I have never felt so liberated since having my financial statements accurate to a tee. With Daniela's help, I feel I am now able to focus on scaling my business rather than spinning my wheels with accounting matters.

Daniela is amazing! I cannot say enough good things about her. She is diligent, great to…read morecommunicate with and always on topic. I am currently working with her on an accounting g project for our company and I'm really happy with her service.

Very pleased with my tax preparation experience with Dimov. The team was responsive, and…read morecommunication felt transparent. I filed later and required an extension, so my expectation was that things would move a bit slower. In the end, I felt the team did a thorough job and handled my filing with expertise and care. I'll work with them again and highly recommend to others.

UPDATE: My accountant, Scherie, reached out to set up a call and get my questions answered, so I…read moremay update the rating later on. She apologized for the poor communication, which I appreciate--though I'm not sure why the administrative assistant (whose role I assume is to communicate/schedule on behalf of the accountant) is less communicative than the accountant herself? They are very responsive when trying to get your business, but as soon as you pay they disappear off the face of the earth. I have no idea what the status of my tax return is, nor whether the proper returns were even filed. One of the state tax departments reached out to me asking me to pay more and Dimov tax will not even confirm whether they filed that return, nor advise me on what should be done. The "administrative assistant" assigned to my case has not responded to my emails for a week, and when I try to call her it instantly gets sent to voicemail. I'm not sure what kind of people get 5-star treatment here, but it's certainly not everyone. In the past, we've also tried to schedule calls due to difficulty communicating and getting answers over emails, but the staff made it extremely difficult to do so, asked for what our questions were over email, and then gave non-answers to the questions and cancelled the meeting saying that the questions were already answered. I wanted to give the benefit of the doubt that it was peak tax season when we reached out and hence we had difficulty reaching them, but the pattern is very clear: when they want payment, they will respond; after payment is given, service drops to almost zero. I would highly advise you to stay away from this business.

Rachel is amazing! I first experienced her teaching superpower in a SCORE QuickBooks workshop. Her…read moreability to explain things in a concrete, practical and fun way had me hooked. I grabbed her biz card and scheduled an online 1:1 appointment within the week. I've been operating my small business for 9 years and, thanks to her expert coaching, I am now successfully keeping my own books myself! I love knowing that I can easily hop online and schedule with her at any point if I get stuck. Annd, she is suuuuper responsive to emails and has a great sense of humor to boot! Thank you Rachel, aka The Gentle Frog Lady!

I found Gentle Frog on Youtube and signed up for a one hour session after screwing up my Amex…read morecharges among other things. The best investment ever. Rachel was totally on it- easy to use Zoom call. After the call received notes and a video of the entire call. All I can say is if you need Quickbooks help, Gentle Frog is who you need to call!

Not often I'd leave a glowing review after a two-email exchange. But Jeremy was amazingly helpful…read morevia email right after my initial inquiry, instantly offering on-point advice and unlocking one of the key puzzles I was facing. I may no longer need the consulting I was shopping for since he was so insightful right off the bat. I feel like I should pay him, but I guess I'll settle for leaving this review. ;) (For some reason, I had been laboring under the notion that we had to make our business data as complete as possible within our accounting system-- but he helped me see that we should embrace using our main SaaS to track more complex data, and to produce adjusting entries as needed for financial analysis. About a million pounds off my shoulders! Digital ecosystem FTW!)

Tom & Jeremy have been extremely helpful. I can't recommend them enough…read more They make time for meetings and questions when they come up. They're easily accessible and knowledgable. We are 4 years behind on our taxes in a small business. We had some records, but everything was a mess. They're helping keep me on track and teaching me how to do some of the work to keep costs down. I can't wait to get everything documented accurately so we can begin looking at our history and start to make some strategic decisions! I'm also looking forward to setting up regular bookkeeping systems with them for monthly record keeping and planning.

Abbilene did an amazing job for us, she's very knowledgeable! Our entire family sees her now…read more... she's passionate about what she does and she communicates to us clearly on how things work. We're very pleased! ;-)

So far so good! they are always very responsive and available. They are incredibly proactive about…read morefinding ways to save me money and explain things to me when I need clarification. I'm pretty hands on and want to understand everything going on with my books and they are always patient, precise and professional. Melissa is total pro

I've been with count on that since my tree care business started in 2012. First, I worked with…read morejeff, the owner, and we would spend evenings in his office, getting my book keeping done. He taught me how to use quickbooks and became a friend. I respect him deeply and over time got to know his crew and I respect them deeply also. They have been extremely responsive, even when times have been late or early and in pinches. I can't recommend this company more. They've always worked with me and my needs.

My husband and I have been working with the team for about a year, and I've especially appreciated…read moretheir support as a business owner. They are very responsive and usually get back to me within a day, which is really important to me. Joana has been a great contact for us throughout the year and helps with our tax filings. On the business side, I initially worked with Audilyn, who was very helpful, and more recently Diane has been my main contact. Diane has done a great job keeping me updated, helping keep everything on track, and taking care of the details that need attention so I can stay focused on actually running my business. I also appreciate that they handle many of the filings and administrative items, which takes a lot off my plate. Overall, I've had a very positive experience with the team.

Bonnie and her team are AWESOME!!! She helped my family business get clean and current financials…read more She now does books for several of my businesses and for my employees! No issues too big or too small. They do it all! Couldn't recommend more!!!

Bonnie is a Godsend. If you are a small time business owner and anxious, scared, don't know what…read moreto do about your bookkeeping and tax preparation she will be the answer to your prayers. Personal service yet Extremely Professional she will leave you more knowledgeable about your financials and prepared to tackle the biggest mountain of receipts. Highly recommend her. Dont wait, call now, she is worth her weight in gold and you will sleep much better.

Christie has been an absolute treasure for any bookkeeping questions. She truly cares about her…read moreclients and I was able to refer her to a dear friend recently, who appreciated her expertise and sang her praises. And she hired her! Christie recommends only what is needed and charges a reasonable fee. I personally think she can charge a lot more. She is professional, knowledgeable, and efficient at her craft. I highly recommend Christie of Essential Accounting Support to those who need a trusted, efficient, caring, and knowledgeable bookkeeper for their personal or business needs!

I am a business owner and sort of a control freak. I was struggling figuring out the payroll…read morefunctionality on Quickbooks. That's when I decided to have Christie help me. She came in, set everything up and showed me how to do it. That was fast and effective. And now doing payroll is a a breeze. Working with Christie was super easy and friendly. And she knows everything about bookkeeping. I highly recommend Christie.