I've just completed tax year number 2 with My Books and Taxes and intend to return next year…read more Company staff communicates quickly, keeping tax return prep moving along. Karla, Karlie, Cristina, and Luz have worked hard to earn our business, and we've recommended them to friends as a trusted service provider.

This is an excellent way to get your taxes done. They are responsive and reasonable and…read morepainstaking. It is all "virtual" with a zoom meeting to start you off. They have a "secure" portal for you to upload your documents to.

Miu was very professional and responsive, hired Cloud n' Books to do my personal taxes, reasonable…read morerate. Would recommend.

If you're looking for a reliable, trustworthy, honest CPA who always gets the job done and knows…read moreher stuff, look no further. We were looking for someone to do bookkeeping and payroll for our business and Miu is absolutely fantastic. Some places charge more and aren't nearly as responsive or efficient as Cloud n' Books. Getting taxes done is also a breeze with her. She explains things very thoroughly and we've gained great insight on all things tax related. If you're in the market for a new CPA, I highly recommend you book a consultation with Miu. You won't be disappointed.

THIS IS A SCAM. THE WORK WAS NOT COMPLETED. I have nothing to show for the thousands of dollars I…read morepaid Serah Blackstone Fredericks. I hired her to do bookkeeping and to train me on QuickBooks. The limited bookkeeping was grossly inaccurate with many, many things miscategorized. She did not provide a Profit & Loss Statement, a Balance Sheet or a Statement of Cash Flow She initially took responsibility for this and offered to provide a partial refund, but now she has ghosted me in the process of negotiating the amount.

Needed to hire someone to come fix the errors, but her assistant did a decent job with the basics…read more If you have a small business without too many transactions, or your books are not complicated they will do a wonderful job for you. More complex issues, or businesses with large payroll or 100s of transactions in a day are most likely beyond the scope of their experience.

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!

Ask and you shall receive - that's the best way to describe my experience with No Nonsense aka…read moreNina. It's true! Nina's been working as a personal assistant for over 10 years and her experience managing books for several clients is evident in the way she finishes tasks even before you can ask again. She listens, asks all the right questions, and does whatever she needs to do in order to present the best options for you while making sure ever detail of each request is taken care of. And don't expect someone to butter you up, she's all business when it comes to taking care of things. Although, if you're lucky, you might score a few goodies for Christmas and New Year from her very own kitchen! Nina truly has the perfect balance between professionalism and being personal. I'd actually go so far as saying that if I were stuck on an island, I'd want Nina with me, because she always finds a way to work out of even the most difficult situations.

Nina Mazur is an excellent personal assistant. She is quick and nimble, skillfully anticipating…read moreher client's needs. I can personally attest to her skills with tasks as challenging and varied as travel arrangements, scheduling, bookkeeping, bill paying, and more. She has a lovely, measured disposition that keeps everyone calm and a great (martini-dry) sense of humor to boot. All in all, Nina will help you live a more enjoyable, more stress-free life!

I reached out to Carol to see if she can help me set up a bookkeeping system to help track business…read moreexpenses, and she took a good 20 minutes to chat with me about how I currently work. With her insightful questions, she quickly helped me diagnose the issue which doesn't have to do with bookkeeping but is really about my needing to diligently enter all my expenditures at the point of transaction. She also walked me through how Quickbooks works and kindly helped me understand my next steps which wasn't to hire her. I can't recommend her enough to folks who do need a bookkeeper!

We have used The Balancing Act for several years. Carol and NIcole are professional, friendly and…read morevery easy to work with. Nicole always responds in a timely manner and is very knowledgeable. We highly recommend them for all your bookkeeping needs. Very reasonable rates also.

Beth has been my bookkeeper and business manager for eleven years and I don't know what I would do…read morewithout her! Here are some of the many projects she's helped me with: --Bookkeeping and tax prep for my dog walking and bookkeeping business --Transition from contractors to employees for that business (I currently have 25 employees) --Interviewed and and vetted various consultants needed for the business --Found and applied for loans/grants during early Covid, including two PPP loans that were forgiven --Evaluated payroll software programs and managed switch to PayChex --Helped me establish HR policies and procedures for our staff that are legal and progressive --Helped me get paperwork together to do several real estate transactions. Beth is great. She gets my highest recommendation if you need help with a small business or non-profit.

Beth is fantastic! I'm just starting my business, and I was getting overwhelmed with quickbooks…read more She taught me how to use it properly, set up and understand my profits/losses, categorize each expense, and create a balance sheet. And it only took two meetings. My business isn't big enough to hire a book keeper, but she set me up to be able to continue on my own. After each meeting, my stress melted away. I highly recommend her!

My books were resurrected from the dead and neglected. Blythe came, conducted a thorough interview…read moreto really try to understand my small but complicated venture, forced me to supply and organize all kinds of important historical docs, set up a brand new streamlined bookkeeping flow, and most importantly got my quickbooks to a point where I can actually open it and obtain actionable information. She will make you do your homework. But it will be worth it.

Blythe IS THE SMALL BUSINESS MAVEN!!! For those of you who are great at creating business and doing…read moredeals and making things happen, but whose brains do not do well with the minutiae of managing your accounts, receipts, subscriptions and bills (but also don't know who to trust to help you with this), Blythe will come to the rescue. Having previously hired a bookkeeper who gave me tasks to complete then ignored me if I did not do them (and was happy to take a fee anyway), Blythe comes as a refreshing antidote. Blythe will figure out what YOU need to get the job done, and she will support you with patience and without judgment. She will clean up any messes, put systems in place, and look at ways to streamline. She has a special gift for working with small business owners who are in growth mode, and she will help you in the here and now as well as help you plan for the future. She also really CARES, has the highest integrity and wants to see you thrive and succeed! She takes her fiduciary role as seriously as I take mine, and I have tremendous respect for her work ethic and humanity. If she has time in her schedule for you, take advantage it! She will save you time and money, and she will help you get more of your life back.

We've been having Vivian file our taxes for the past three years including this year. They are…read moreknowledgeable, responsive and helpful and we are very happy with their service and no issues with our taxes each year despite we have complicated issues, but her and her team always provide good guidance and support. We will continue to use them again.

I've been going to Vivian to file my personal taxes two years in a row now and she has been very…read moreprofessional and helpful. I was nervous to do my own taxes after my tax situation got more complicated with a house purchase and filing jointly with my wife but she expertly handled all my questions and saved me much more money than if I did the standard deductions. I don't dread the tax season anymore (as much) and it is thanks to Vivian. I went to two other CPAs for quotes when I first started looking and she charged the cheapest and fairest amount.

I was pretty disappointed in Becca's service. Originally, I was quoted at $200-$300 to get my books…read morein order. This ended up being closer to $1,200 by the end of the year - mostly because the bookkeeper decided to enter everything into quickbooks by hand instead of connecting directly to the bank. Moreover, despite the fact that the bookkeeper had complete oversight of my quickbooks account, she didn't notice that somehow two quickbooks accounts had been initiated when we started working together. This ended up costing me an additional $500. She did not offer to help resolve the issue or help pay the cost of that error. Unfortunately, it's been a very disappointing expirience.

I have been Tye Kirk's client, who runs The Green Bookkeeper, for a few years now (I think 3 at…read moreleast) and it has been a great positive journey. Tye is very diligent. He takes care of details very fast and with great precision. He has always looked after what I needed so that all my bookkeeping is in order. He communicates with, and takes care of whatever my accountant needs to do her work, is self ignited, and has a absolutely heartfelt and honest character. He has always been totally willing to help me with many things - setting up reminders and reminding me about deadlines and filing details, brainstorming about finding the best categories for items in my monthly income statement (P+L) he helped create a cash variance report and a budget report that I can use on a monthly basis to monitor and read my business. He delivers also a monthly balance sheet. And many more things - long-term thinking, dealing with my bank etc. As a human being he is a delight to work with. He is easy going and has good advise. This does not take away my responsibility to make sure I know what I want in order to be able to "read" my business in the way I need it. If you decide to work with him (or any bookkeeper that is) you'll have to ignite that part. Tye can do it if you deliver on your part. It is a business relationship and I as a client need to feed in equally. He recently relocated to the Bay area with this number 510.982.6433. Remote work works well for me with Tye. Thanks to skype I can communicate with him at ease and directly and every week and every month I know what the numbers are in my business. So in other words I can only give him a 5 star rating. Great work Tye. Thank you