Penni Parker has been my saving grace for the past 8 years! I recommend her highly to any small…read morebusiness owner for financial planning and accounting. I own a small hair salon and was struggling with the financial aspects of running the business. Penni Parker was recommended highly by my CPA as a small business specialist working with CPA's whose clients file 1040 with a schedule C (sole proprietor or LLC). However, I did not want the additional monthly fee of an accounting person when I was doing it, and it wasn't costing me anything. It was when my CPA offered me a deal that if I had to pay any additional costs for hiring her in the first year, he would not charge me to do my tax returns that year, so what did I have to lose...nothing, so I hired her on a one-year contract, that was in 2016, 3 years after I opened my hair salon. That was best decision I have made in my business. I ended up paying for my tax return that year because Mrs. Penni made me more money than I had made in the first 3 years of business. First, she spent the first week of hiring her in the salon observing my financial bookkeeping methods allowing her to create many recommendations for changes. by the end of year one of hiring Penni Parker now known as The Ledger Queen she made the following changes with my approval: She created a new checking account strictly for payroll keeping my current account for all operations. Separating out the two for easier budgeting and reporting. She transferred my accounting method from Excel to QuickBooks changing from an accrual method to cash method. She linked my checking accounts to QuickBooks and set up payroll eliminating my payroll service saving me 250.00 a month She downloaded all transactions from the start of my business from my bank directly into QuickBooks and set up automated accounts that the transactions were tagged to. This allowed for reporting and auditing of the first 3 years I was in business. She set up a POS QuickBooks system to electronically accept credit cards and payments from clients that directly integrated with my QuickBooks accounting system, She added an audit trail through QuickBooks by creating separate logins with passwords for all employees to reconcile the sales to the payments daily through the POS system creating risk controls. For length purposes, these are only the things she did in the first month of hiring her. After the first year I learned I am a stylist and not an accountant or finance advisor. I did not anticipate what financial knowledge you need to have to run a business. Hiring Penni Parker didn't end up costing me anything and due to the changes, she made with the financial procedures the salon made more money than it had the prior years I was doing the accounting. I am now able to take on more clients and love going to work doing what I am passionate about allowing time for continued education in new hair cutting and coloring techniques. I also have eliminated nights and my days off because I am no longer spending so much time on the finances. I also now spending more time at home with my family with my extra time and my anxiety about the finances are gone because Penni Parker is the Ledger Queen and even corrected all my errors the first 3 years prior to hiring her. I do not ever write recommendations as it is time consuming, but after getting a bad review on the salons google listing, Penni added at the bottom our receipts asking to please leave a google review and you will receive $5 off your next salon service and people stated leaving reviews, we have gotten so many new clients based off of reviews. So, I was compelled to write a review for Penni Parker and her company, the Ledger Queen because she has done more for the financial success of my salon than anyone. In 2025 we plan to expand with our new financial plan, so she merits this long review recommending her to every small business owner with details on how hiring an accounting person you can trust will enhance your profits and give you more time to do what you are best at!

This year was proven to be the year of many changes I dealt with and I knew I needed a local CPA to…read moretake control of my tax preparation and filing. Emelia fit the bill!!! Truthfully, although my tax preparation has been relatively simple in the past, I've never worked with a CPA who was as knowledgeable and has proven to be an incredible resource to the current tax laws. Even with COVID, she made every effort to remain in communication and continued to guide me to exactly what documents was needed. She expertly compiled and presented me with a dossier of paperwork for my files. I highly recommend her to be the most proficient and knowledgeable asset one needs with tax preparations and the filing process!

Emelia is very professional and resolved issues for me from 2018 return. Personable and…read moreknowledgeable and would highly recommend.

As a recent widow in my 70's I had very little experience dealing with contractors. When I needed…read morea contractor to replace a boiler I hired someone who professed to have knowledge of this type of work. Unfortunately he took advantage of my circumstance and was not knowledgeable at all. A simple job took weeks. I paid him in full thinking the job was done correctly. I had to hire a new contractor to replace the unit that was only a year old and installed incorrectly. I contacted Patty who advised me I had been subjected to elder abuse and she took the ball from there and was able to get me reimbursed for what I paid. I will be forever grateful. Linda M

Patty truly takes the time to understand her client's needs. She handles complex issues and always…read moregoes the extra mile for her clients. I highly recommend her.

Save yourself the trouble and stay away! Our experience with Stu makes me question his…read morequalifications, and that's putting it nicely. We had mistakes in our previous years' tax returns. They were very minor, but not comforting knowing the person we rely on for this is making mistakes. When we asked him about what happened, he brushed it off as no big deal...okay fine, we moved past it. This year, he provided us with withholding consultation, which we paid extra for, that was WAY off. We noticed the inconsistencies in early April and brought them to his attention, to which he requested we follow up after tax season (understandable). We then met with him when schedules allowed, and it was clear he was completely lost on how our income works, and let me tell you, it's not that complex at all! He then had the nerve to ask us to pay for these services again! When I questioned him on this and reminded him that we had already paid for these services and that he missed the mark, he completely ghosted us. We left countless voicemails, sent a bunch of emails, and he would not respond. This went on over the course of 5 weeks, it was clear he was avoiding me. He never took the time to ask simple questions about our income and, even worse, made assumptions about how we earn our yealy incomes. He completely relied on this tax accounting software to do the work for him, and unfortunately for us, that still requires some level of competence... I'm writing this review to save others from the pain of having to go through this, do yourself a favor, and look elsewhere.

Another great tax prep experience with Stu Goldberg. Myself and family have worked with Stu for 6…read moreyears for both our personal returns and multiple LLC's. Prior to moving our tax work to Stu we had been with a big box Accountancy firm. I went on a tireless search for an independent CPA, interviewing several. The consistency and benefit of working with an individual who has the knowledge and background of his clients is indispensable. He is an excellent communicator and his advise is thoughtful and sound and his work thorough. I am always impressed at how well informed he is on the most current tax codes and his ability to express himself in layman terms. A delightful person, with a wonderful sense of humor. Thanks again Stu, for a stress free tax year.

I cannot recommend Felicia Watson enough when it comes to Real Estate transactions. She has been my…read moreattorney for over 10 years now and has handled 2 purchases and 2 refinances. I trust her judgement and opinions without question. She has taken excellent care of me and my family and would (and has) do the same for any of her clients. When a friend with housing issues needed advice, she met with her. When I needed a will, she was there. She is tough, and exactly the person you want on your side. She wont tell you what you want to hear, she tells you what you need to hear in order to make educated decisions. She is also great when I have to drag my kids into the office. In short, she is awesome.

Jenna Lombardo and team at Ace Accountables are a first class team. I have been using their…read moreservices for the past 6 years and find them to be professional and thorough in all my needs. Jenna took what was a disaster of books and shaped them up in just a few weeks, put us onto QuickBooks Online and a bill paying system that made my job quick and easy. Most important the work is always accurate to the penny. Each month we receive a comprehensive financial report including all aspects of our financial health. Truly a class act and a benefit to all who partake of their service.

I could not rave any more about Jenna & ACE Accountable. She is so good at what she does, I could…read morenot recommend her more than I already do, which is every chance I get! If you are a small business, you need Jenna & ACE...it's really that simple!

I found them online and they did a real estate closing for me. They are very professional and…read morethorough. I would definitely recommend them.

I was so stressed out buying a house for the 1st time and then I got referred to Kathleen Dunn. She…read morewas professional and her assistant Kate was even more knowledgeable than I thought. Kate was like an angel on my shoulder when you know nothing about buying or selling these ladies will make sure you will not get taken advantage of and make you feel secure in your purchase. They educated me on things I knew nothing about' no question was a stupid question they would say. I was struggling trying to find a place for my 2 medically complexed children, my elderly mother and myself. I had to sell my current co-op along with trying to sell my mother's as well then buy a home that was going to accommodate us all. What I thought was impossible they helped make possible. Kathleen made sure that I did not sign anything that would hurt me in the long run. If you are looking for a good Lawyer Please reach out to these ladies they are God sent!!!

With over 25 years experience in various capacities in the book keeping business, Karen, and…read morePhoenix Book Keeping Services are a great choice to keep your business finances on track.