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!

It's truly hard to imagine how she managed to muddle through helping with tax filing. If there are…read morenegative numbers involved, it really shows a lack of respect for us as U.S. taxpayers.

When asked to file tax reports separately for married couples, she recommended divorced. LOL. AVOID…read moreAT ALL COST.

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.

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I've had the privilege of working alongside Joe Siecinski, founder of brainSHARE, through our…read moreshared service on the Board of the College of Adaptive Arts. Joe has been a steady, thoughtful, and highly valuable contributor to the Board for many years. He consistently engages deeply with the College of Adaptive Arts' monthly financials, helping the Board stay grounded in reality while also identifying potential financial risks before they become issues. His insight and willingness to speak up early has strengthened our governance and improved our ability to move initiatives forward with clarity and confidence. What stands out most is that Joe brings the same mission-driven mindset from his work at brainSHARE into his Board service. Through brainSHARE, he has spent nearly two decades helping small and mid-sized business owners not just improve operations, but fundamentally shift how they think, lead, and support the people who depend on them. That focus on mindset, structure, and long-term growth is evident in how he shows up as a Board member. Joe cares deeply about impact, and it shows in both his professional work and his volunteer leadership. The College of Adaptive Arts is stronger for his presence on the Board, and brainSHARE reflects the same commitment to meaningful, lasting transformation.

Joe is the best business coach I've ever had! I first worked with Joe as my coach way back in like…read more2013. He was my first business coach and I attribute much of the success in my career to what I've learned from Joe. All these years later, I still continue to implement and even teach elements from what I learned from Joe! His heart and dedication to his clients and the world at large is inspiring. Thank you Joe for everything!

I have been meaning to write this review for a while. I first heard about ExecTech during a talk at…read morea Santa Clara County Dental Society meeting. During that talk, Clayton was able to pique my interest enough to make me inquire about their dental consulting services. Long story short, I am so glad to have met Clayton that night and also so glad to have had ExecTech on my side this past year. My experience with ExecTech has been nothing short of amazing. Our practice numbers have dramatically increased. I attribute much of this success to the guidance from my practice consultant JD. He has helped me to put systems in place to better communicate and motivate my staff. JD has helped me to also analyze my practice more by numbers and less by "feel". We now consistently set monthly production, collections and new patient goals. Year to date (end of September 2018) we have over 850 new patients in and our practice revenue is up over 30% from 2017. In all, I have really enjoyed working with JD and the whole ExecTech team. If you are a young doctor looking for guidance on how to better manage staff and grow a young practice, you should strongly consider ExecTech. It has been a worthwhile investment.

Just over a year ago I accepted a position at a dental office in Sebastopol. Little did I know when…read moreI was hired that my dental doctors had the greatest gift to give to themselves, the staff and to the practice in general. That gift is Exec Tech. Exec Tech can help you, your doctors and your practice with professional goals and if you choose to use their "gifts" in you personal life will excel in your private life as well. Our consultants are Holley and Mike Graves. We cherish their insight on a personal and professional stand point and our practice is flourishing. We have learned that we can meet our goals, increase production/collections and our doctors work less days. Enjoy life. Hire Exec Tech!

We moved many months ago, but with two people's worth of stuff--nearly a century of accumulated…read morebelongings--progress was slow. We're both busy, and organizing, sorting, and reducing are pretty much the last things you want to spend your free time doing! I chose Time Butler based on the excellent reviews and Lisa's responsiveness, and I immediately appreciated her clear, direct communication style. I brought her in for three hours, and we tackled the kitchen and pantry. While we already had a basic organizational structure in place, Lisa took it to a whole new level. She brought thoughtful suggestions based on her deep expertise and experience, and made the spaces so much more functional and well organized. With a bit of time left, she also coached me on how to tackle the other areas on my own, which was incredibly helpful. I won't hesitate to hire her again. Five-star recommendation with zero hesitation!

Very professional services, highly recommended, nicest lady providing ideas of getting organized…read moreand much much more.

SJ Accounting Consulting is extremely knowledgeable about federal and state tax laws, have high…read moreattention to detail, provide fast service, and their rates are fair. Highly recommended!

Mr. Sean is a highly experienced professional, and his pricing is very reasonable. We have been…read moreextremely happy with his bookkeeping and CPA services for the past five years. He reviews each and every account item carefully, pays close attention to detail, and ensures everything is accurate and compliant. His thorough approach gives us confidence and makes us feel comfortable and stress-free with our financials. Overall, his service has been excellent, and we truly appreciate his dedication, expertise, and professionalism. We highly recommend Mr. SJ for bookkeeping, accounting, and CPA services.

Just started... switched from another enrolled agent .I sent my sister to Chip 2 years ago...he…read morereally helped her... takes the time to study and review... He likes to get to know his clients...a very common sense approach. Smart with a sense of humor...takes a personal interest in each client's. situation. I highly recommend him.

I needed someone to review my tax filing. I reached out to Chip and he got back to me same day and…read morereviewed my taxes in less than 48 hours. I found him pretty responsive, approachable, trustworthy and very helpful. I would recommend their service to anyone.

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.