This review is observation and insight from my spouse who does the bookkeeping for my home based…read morecontracting business, so far as I'm concerned if she's happy and the books balance, I'm happy: In January 2026 our older software program suddenly stopped recognizing the turnover to a new year. Kind of like what was feared in Y2K, but really real -- "this date is invalid" it said for the new year entries -- Nightmare Land. Looking for an alternative program to migrate to I heard a lot about QuickBooks, but am rather 'old-school' and was trying to avoid putting our business accounting in the cloud and having a direct link from online bookkeeping to our checking account. As I had never used any other accounting program, and have no formal training, switching felt daunting. I found Prosper Bookkeeping on Yelp and reached out to Daniel Lin for a free consultation. He explained that I could use QBO without linking our checking account directly or utilizing AI features if I did not want to. So I decided to work with Daniel -- he patiently went through the steps to set up our books for the beginning of the year and coached me in bringing all entries for the year up to date. It was helpful for me to learn the new program UI through hands on instruction via Zoom, and then later review the videos Daniel provided of our training sessions. Daniel is a consummate professional - a non-judgmental and patient listener who is extremely knowledgeable and has a knack for quickly parsing through numbers. After using the program for a full quarter, I found that I had made several errors and could not reconcile our bank statements with QBO -- Daniel found the issues for me and fixed them in minutes. Like Magic! I'm very happy that I went with Daniel and Prosper Bookkeeping, FIVE stars!

Daniel at Prosper Bookkeeping is extremely helpful. Although he wasn't able to help me immediately…read morebecause of a particular issue related to the bookkeeping software I'm currently using, he still took the time to provide me with tips and information. He's also very prompt in replying to communications.

This tax from is just wonderful to work with. We have used the service this past 2 years. We will…read morecontinue using them. Bridget is so knowledgeable. Whenever I've sent her a message she gets back to me in a timely manner. If anyone out there is looking for tax preparation or financial services contact this fi you won't regret it.

Ohana tax service is the best. Prior I was with a tax service for 33 years. I would have to go…read moreand drive to bring my documents to that tax service and confer with the agency. Ohana is refreshing because she is High tech. Bridget has a separate secure platform she emails you and responds and where you upload your documents. You can communicates via Zoom. She communicates effectively. She confirms to make sure you understood something, that you might of missed in the emails. She knows what's going on! Wonderful job. Highly recommended. Really transparent.

It was a very challenging season because of all the new tax stuff here and there. I was very…read moreanxious, but the team really helped my family and me with all our tax concerns. The service is just top-notch - I appreciate how they were able to answer all our concerns easily. Totally, getting them again in the next season because they give value to our time and resources.

6 month follow-up update…read more. I know you may have been waiting with bated breath, so I'll try my best to keep this short. After 20+ additional emails (between both parties), we were finally able to receive our federal and state abatements from 2024. While this is good news and we are pleased with the outcome, it does not negate the unpleasant experience. After the last review, they took note and designated someone to call the IRS on our behalf, instead of repeatedly sending papers in the mail that the IRS would never receive. After receiving the federal abatement, we then had to ask them to help with the state abatement. In case you aren't aware (since I was initially not educated on this matter), you are allowed a 1-time federal and state abatement. Meaning, if you are in good standing, they will erase your fines, but not the interest. Some additional notes: 1. They are a global team, as their new name implies (Unified Global). This means that your team may be located in various time zones and countries. 2. Their software is straightforward and simple to follow, which I did appreciate. 3. Their timelines for filing, in my opinion, do not include a sufficient buffer if you have additional questions and/or corrections. We were asked several times to remove the last review, and after some thought, I have chosen to amend it. Similar to prior Yelpers, I believe that it they have improved their services, my initial review will just be background noise as the one off.

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!

Hoori has helped my clients' bookkeeping services for a few years, and I must say she is very…read moreprofessional, knowledgeable in accounting and also responsive whenever the clients have questions regarding the transactions. Her prompt response is a key success factor, especially during the busy tax season. I highly recommend Hoori because of her integrity, strong work ethics, and of course, expertise in Quickbooks.

I have worked with Hoori for two years. I'm the treasurer of a small non-profit. Hoori has been…read moreextremely helpful as the bookkeeper for the non-profit. Every month, she prepares the financial reports I have to present during board meeting. Hoori communicates well, delivers to the needs of the non-profit in a timely manner, and she asks questions if anything is unclear. During a time of unusual hardship, Hoori helped the non-profit with expert advice. Hoori has been a great asset to our small organization, with her professionalism, pleasant personality, and common sense.

Great service, reasonably priced and very happy to have found Kade Services. Personable and easy to…read morecommunicate with, would highly suggest if you need any of these services!

From the owner: Calling all Small Business owners! Are you struggling to…read morefind time to review your business's finances? Would it benefit your financial position to understand which areas you're most or least profitable? I leverage Quickbooks Online to help small business owners like you maximize their time and earnings. By managing your finances and tracking your firm's performance, I deliver tailored reports to afford you more time and in-depth data to prioritize the growth of your business. Services I currently provide: - General Bookkeeping - Mobile Notary Services More services coming soon. Time is money! Book your free consultation today! Call to leave your name, phone number, and/or email and we will reach out to you to schedule a time that works best for you. Note: Bookkeeping services are offered remotely. A small travel fee will be included for all in person meetings.

Glad to see this guy has put a sign up and is open for the rest of you to hire him. He's going to…read moresave you a TON of headaches and the good stuff $$$$ MOOLA I was lucky to find Keith, many years ago. I run my own business and he set me up to create and distribute invoices, collections, and everything that it takes to get my billing done. I mean it was a revelation for me to get everything in order and know where it's all going - and More Importantly - where it's coming in from!! Right. They did my taxes and saved me a bunch of money - and listen, I have an undergrad in accounting with a concentration in taxes (4.0 in this area) but I gotta admit - it is / it was and always will be CONFUSING! (Confucius say use Axis to save yourself aches and pains). Okay, maybe too corny. A HUGE Blessing to have these guys really take the time - be extremely patient (I wouldn't be that patient) and take me through the steps of doing my own day to day accounting. At first they did it for me - and then they weaned me out of it by helping me through the steps numerous times. I wanted to do it after a few years when my business became easier. Point is - Contact Axis with Keith - you will Love this guy. He's too easy to deal with and he has a personality. Some accountants you don't know what they're thinking like it's some kind of mystery. Not so with these guys - straight up, reliable, and get the job done by knowing all the angles. INTEGRITY

My books were a disaster. My previous bookkeeper completely messed all my records up and to be…read morefrank: had no idea what he was doing. I had 55k in uncategorized expenses...what??? And then, the stars aligned. I had previously worked with Keith and Alissa in my past life. They were highly regarded throughout the company and were known to get it done. Keith randomly reached out to me asking if I needed help with my books. I jumped out of my chair and said I needed him 6 months ago!! I would hire him as my CFO if I could afford him (I still plan on doing so when I can ;)). I now actually have books that are properly categorized and inventory that is actually booked properly! It's freaking amazing. I can not recommend this firm more to people that are in need of accounting/bookkeeping services!

Ellen have been very helpful in helping me file my business tax returns. Great accountants and very…read moreinformative on tax rules and regulations. Outstanding customer service and are very prompt with appointments scheduled! Help you understand what rules we should know as clients. Thanks Ellen!!

I left a voicemail message, and have not heard back from them for over 24 hours. Shame really,…read morebecause their office is about four blocks away. Ended up getting someone else to do my taxes