David has been a phenomenal resource as I have embarked on building an Executive Coaching business…read more Lots of very positive energy, helpful suggestions and strategic framing on business development and marketing. I highly recommend David for support in framing out a new business idea and ensuring that you are focusing on the right things at the start. Five stars all the way!

I called David today, after going through a rough patch yesterday when my small business was…read moretemporarily banned from Mailchimp. I realized it was time for some outside assistance. I can't rely 100% on my own limited experience. David Mitroff (the man in the picture) was extremely generous with his time over the phone. I told him abt a potentially risky sales contract I was considering. He took at least 20 minutes to go over with me how I can mitigate that risk and what I should do to prepare for negotiation. He did not have to do that. But he wanted to make sure I didn't get scr3w3d over. He didn't want to see me fail. For that reason, Piedmont Avenue will be the first place I come to once I'm ready for a deeper strategic conversation and more hands-on assistance. Will update once I have more to say. Thanks David!

I referred Crystal and her company, Run Right Business Consulting to one of my 30+ year clients…read more She has done an amazing job, helping them focus and respond to the changing business landscape. I believe a referral to someone is paramount to one's own business, as it is for the person whom is receiving the expertise of the person being referred. Trust is what keeps a 30+ year client, and Crystal and her team made that on going relationship possible.

Are you a professional who wants to increase your profit? I have the solution for you in the form…read moreof Crystal Shanks of Run Right Consulting. Crystal is a numbers-driven CEO and Business Coach. Crystal brings 15 years of experience, sharp tech skills, and a talent for getting to the root of the problem and building systems that work. Crystal coaches businesses and executives to generate substantial revenues and maximize profit. Crystal has experience with law firms, real estate, doctors, insurance, restaurants & bars, coaches, and CPA's. If you need a coach who can help you get things to run right, think of Crystal Shanks of Run Right Consulting.

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

I found my time with Jonathan incredibly valuable for the 6 months we worked together. He…read morechallenged me to reflect inwards, asking insightful questions that allowed me to explore how my experiences shaped the skillsets and leadership values I hold true. He supported me through growing pains of becoming a leader and taught me the importance of asserting my value. It was incredible to notice how the simple mind shifts I was making could have profound impacts on my career growth. I have benefited from his mindful coaching and would highly recommend him to anyone who is seeking out clarity and purpose in their personal & professional lives. See less

Jonathan has been quite helpful in being a great sounding board and channeling your energy…read morecorrectly to the right areas you need to address. Also, on the proactive side, one can benefit really well when you drive a conversation a bit and then Jonathan really susses out the core areas one needs to expand upon to make them better. I enjoyed my experience with him as he helped me define a definitive vision and help me articulate goals (aim for more); a fantastic intro statement and other factors. I would work with him again.

Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

I recommend Ezra very highly for your insurance needs. He solved a health insurance conundrum for…read moreus that we have had for years. All under a tough timeline. He also went the extra mile to notice other places we could use services and recommended some really capable professionals. I am so grateful that there is someone who still has creativity and the time of day for smaller businesses. Its hard to come by these days.

What would I do without Ezra?…read more Taking care of my own health insurance is complicated, and scary. Multiply that by 10 employees and their families, and the situation freezes you in your boots.. I was overwhelmed, and Ezra took me under his wing of knowledge and care, and helped me feel at ease through the process. Thank you Ezra for being there, times 10x for me and my people. Brad Butler, Bicycle Coffee

Mike is knowledgeable, professional, reliable and his integrity is invaluable. Mike was recommended…read moreby people I trust. Sara S

I don't know about you, but I find bookkeeping really dull. Mike and his team take that drudgery…read moreoff my hands and produce complete reports that give me great insight into my business. And they save me a ton of time when it comes to taxes. Super professional personnel and I always feel that my information and data is well-protected. These folks make accounting and tax filing a breeze!

Roney is a Quickbooks and accounting guru!…read more Prior to working with her, I had never done *any* personal accounting. She taught me the basics of debit/credit accounting on paper, and then showed me how it works in QuickBooks. She has tons of experience in this field, and is a pleasure to work with. She is both highly knowledgeable and patient while explaining things. Now I use QuickBooks for all my personal accounting and financial tracking and I couldn't be more pleased with it. I would highly recommend Roney for any personal or small business accounting or QuickBooks projects.

As an emerging business owner, Roney did a fantastic job in helping me set-up my Quickbooks…read moreaccounting system. She tailored the set-up of my books to the specific needs of my business, answered every question I had with patience, and also was very thorough. She knows Quickbooks very well, and the accounting needs of small business owners. She was also very pleasant to work with!

Michael came on as our HR consultant as we were going through some transition, he assisted in…read moreproviding a path that would make the exit process for outboarding teamembers professional and seamless. In addition we have given our employee manual a much needed tune-up and implemented with his expertise a detailed process for screening and onboarding new hires. So appreciative to be partnering with him. Strongly recommend sharing this hat with Michael.

We enlisted Michael to help us get an employee handbook in place, and establish some good HR…read morepolicies as we were making our company's first "real" hires. Michael was also available for some ad-hoc questions as needed, and did a great job of keeping us up to date on any changes in CA employment law that we should know about.

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!