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.

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.

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 had an excellent experience working with Leslie Dufresne at C-Suite Solutions. She uses…read morecreativity and strategy to foster successful employment relationships. Leslie helped me throughout the hiring process and I highly recommend her to anyone looking to work with a recruiter.   From our very first meeting, I felt confident that Leslie had my best intentions in mind. Leslie is well-connected in the community and puts her heart into her work. She listened to my goals and what I was looking for in a firm. My connection with her was instant. I knew she actually cared about my skills and attributes, as well as what I needed in my next job. Leslie was able to provide me with several leads during our first conversation. This process can be very stressful and it meant a lot to me to have her guidance. I never once felt pressured to make a premature decision. Leslie is frank, sincere, and has a positive personality. These traits helped me tremendously throughout the process.

She is ALL there is..Truly the best at what she does. Thorough, thoughtful, caring, and always…read morepleasure to work with. I feel so blessed to have found her and she has helped me immensely with many aspects of my day spa business from marketing, employment resources and combing through my website and offering her insight & much appreciated feedback that I've since then implemented. I'd give her all the stars in the sky if I could and I will continue to consult and do business with her for years to come!

I rarely leave reviews…read more Brett and Lerma are beyond expectations and their commitment to the deal was amazing. They represented the Deal as Brett said. The attention to detail and follow up was above 5 stars. If you are looking for a broker and Brett can help you he should be your first call!!! My deal was more complicated and I have purchased multiple business without a broker. In this deal I would have been in trouble as the due diligence and clearances were difficult. They got it done!! Thank you Brett and Lerma.

We used this office and were not happy the quality of service or with Brett and Adriana. I…read morerecommend avoiding this company.

Please copy link below to see the various judgements placed against Scott Reed and his company…read more Please do not fall victim to him like I was. http://publicdocumentdistributors.com/forums/showthread.php?t=43 I regretfully hired Scott Allen Reed August 2013 to assist me with the opening of my restaurant in Los Angeles. When I first hired Reed, he "seemed" knowledgable, attentive and nice (this was not to be the case). He agreed to help with my company's design, permitting, inspections, dealing with the health department, ordering equipment, business plan execution etc. In my experience with Reed, he was not only incredibly unprofessional but his incompetence with permit processing delayed my restaurant an extra 8 months! His lack of knowledge and professionalism has cost me immense time and money. Reed also FAILED to advise us on what was to be done in regards to proper restaurant codes and requirements (keep in mind he charged my company a consulting fee of $10,000). It wasn't until Reed received my money, that he became dismissive and VERY difficult to get a hold of. In fact, I was required to only speak to his "assistant" Paul Torres, who I found to be unbelievably rude. It became impossible to get a hold of Scott. He was always "in a meeting" or "with other clients"...never willing to deal with the issues I came across when it came to opening my new business. He used his other company "Restaurant Asset & Design" to order all the equipment for my restaurant, tacking on more money for himself. Charged my company $5,600 for a custom sneeze guard and the cost was less than $2,000 It has now been 15 months since hiring Reed and my restaurant is STILL not open. A process that should have only taken 5 Months for a restaurant of this size (800sf). I am losing money daily with the delay my restaurant has gone through. Reed has done nothing to help "consult" me through the process but continue to be unreachable. Hiring Reed was the biggest mistake I made. At this point there is nothing I can do but hope no one has to go through what I have with Scott Reed Restaurant Consulting. I DO NOT recommend working with Reed. I hope this review was helpful...I would consider a different consultant for your future endeavor.

If you are a small business this may not be the company for you. In the beginning the service is…read moreexcellent but once you have made payment you can expect delays, lack of communication, and almost out right avoidance of your phone calls and emails. I guess if I was a larger company spending more money the service may have been better.

Rick was an exceptional resource. I had a roof that was wind damaged, he reviewed my policy,…read moreexplained my coverages and gave me the confidence to finally file a claim. Insurance companies have cute funny ads but they are not your friends. They have a battery of lawyers on speed dial, it's not a fair fight; call Rick. I fought for over a year but I have a new beautiful roof and I have Rick to thank for empowering me.

My family and myself are very happy with the company they are courteous and thorough , we also…read moreappreciate the way they communicate with us , They return our calls and really have our best interests interest at heart

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

I worked with Isaac for a short period doing some cleanup work and reconciliation work. He was able…read moreto deliver what was agreed upon in the time I needed. He was able to figure out some syncing issues between my QBO and my CRM that was not working correctly prior. I would work with him and his team again. I will post updates.

From the owner: Tailored Solutions: We understand that every business is unique. Our team crafts customized…read morebookkeeping, consulting, and accounting solutions to meet your specific needs, ensuring precision and relevance.