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!

This is my third year with trike financial!! I got GREAT…read moreSPEEDY SERVICE!!! Done right!! I highly recommend try financial for your tax or financial needs Tony is great!!!

Tony has been doing my taxes for the last few years and the work he's done has been fantastic. Tony…read moreis very thorough and has been able to identify a few deductions for me for that I didn't know I qualified for. Tony is very laid-back and down-to-earth and does a great job explaining everything to me. If you or your business need a great financial advisor, Trike is an awesome choice.

Trung thực và tin cậy; đồng thời cũng rất chuyên nghiệp và kiến thức rộng. Tiến cử anh ấy để chọn…read morelàm CPA

Thai has been filing our taxes since 2022. He is extremely knowledgable about all things accounting…read moreand has been taking good care of us. Personality wise, he is a bit reserved but make no mistake, he is a wealth of knowledge. His filing fees have also been fair. One particular anecdote, when we were filing taxes last year (2024), I actually made a mistake in reporting how much estimated taxes I have paid over the year to IRS. Because of this, we miscalculated and were fined $1000 by IRS. Thai was quick enough to give a call to IRS and ask them for a waiver on the penalties since it was our first time, and he was able to get that waived off for us.

Bobby and his team are outstanding - there's no one else in the Bay Area I'd recommend. Within…read moreminutes of talking to Bobby, it's clear that he is an expert in his field and then some. He's constantly up to date on the latest and greatest trends in the financial world, has a keen awareness of the market, and provides sound and educated advice for clients in a variety of financial situations. My husband and I got the white glove treatment from Bobby, who comes extremely prepared and organized. He's professional and prompt, while still being able to form personal connections with his customers. When we were in a jam and needed help with estimated payments, Bobby took us on, had our situation planned out in one 30-minute meeting, and managed to get us a refund beyond our expectations. If doing your taxes is as scary as a horror movie and you're looking for an expert to give you a quick and painless experience, you have to go to Bobby!

I've been working with Bobby and Cheri since 2017 - they are wonderful. They have saved me quite a…read morebit of money and helped navigate some tricky once-in-a-lifetime (for me) situations. My first experience was Bobby calling me back (response time 1 day) in late Dec 2017 to give advice on some RSU sales. On that call, he saved me many times his fee in CA tax with a "hey, one more thing" - advice about Trump's SALT credit cancellation. That's been the theme: when you call Bobby and Cheri, they save you money. Bobby has consistently given great advice, and handled my taxes since I outgrew Turbotax. I am the typical tech worker: income, stock options / RSU, some investments and retirement accounts... they are definitely good at that - and probably other stuff as well. I can't recommend them enough.

We contacted Carla at a time when we didn't know what we were going to do. A year into our business…read moreand a manual bookkeeping system needed to be organized and converted into a legible Quickbooks file (does that even make sense? See why I need Carla?!). Carla came into our disorganized and panicky situation and calmly, efficiently, and professionally organized our books into beautiful, coherent data. We are now wrapping up our second year and Carla has us on track to - wait for it - turn in our taxes to our CPA early! Yes, she can create these kinds of miracles for you, too. In addition to being a Quickbooks wiz, Carla Nespole is also extremely trustworthy, reliable, punctual and smart. Do yourself and your business a favor and reach out to Carla immediately.

I can't believe I am the first to review, but glad to break the ice…read more I've been through a few bookkeeper/Quickbooks specialists, and through no fault of theirs, they just could not help me the way I needed to be helped. As a result my books were a mess and tax-time was a nightmare. Carla instantly "got" that I wasn't ever going to be organized the way most people are organized, and helped me work out a few simple systems that even a creative type like me can live with. She's also the first to really wrap her head around what is going on with my quirky business on a day-to-day basis. She's methodical, prompt, focused, and professional, but at the same time curious and extremely flexible and willing to adapt to how I work. I really, really REALLY appreciate that. We meet monthly, go over the books, and I actually enjoy the process, whereas before (and I am not exaggerating) I would have rather had a root-canal. Seriously. Also, I no longer dread tax-time (well, I do... but a lot less) and have completely released all of my bookkeeping-based anxiety. Ahh!

Jason was so helpful! He helped me, and spent a good hour with me for free out of his own…read moregoodwill. He had never met me before but offered to do a zoom call to look more at my situation. Totally unheard of. This guy is honest, helpful, and knows his stuff! He was very knowledgeable and professional. I don't need regular payroll for now but if I ever did, I would go to him first, no doubt. Thank you so much.

Jason has been instrumental in getting my business in order. He is very knowledgeable and…read morepassionate about what he does. His sincere answers and dedicated help have put me at ease, allowing me to sleep better at night, knowing my business is in good hands. Jason's guidance has set my business on the right path for growth. I highly recommend Jason and his business to anyone looking to organize and grow their business. Thank you so much, Jason, for working with me. I look forward to our continued collaboration.

We enjoyed working with Martin for our small business taxes. He was very professional, thorough,…read moreand fast while taking the time to speak to us so that we felt secure, and knowledgeable about making our tax decisions. We have already referred him out. So lucky to find a CPA this responsible and reliable. Thank you Martin

I used Martin to help complete a very complex tax return this year. He was fantastic to work with…read moreand I am confident that this years return is spot on. After the initial conversation with Martin we filled out a questionnaire and then uploaded the relevant documentation he would need. After the upload, even though it was close to the filing date Martin returned our completed form quickly. We worked through a few areas and I was glad to get our tax posted ahead of schedule. As long as he has capacity I will be filing with Martin again next year.

They definitely expressed over the phone how well they know their stuff and with use of QBO. Fast…read moreforward 3 years down the road, where I have always had questions on my business like "hey I wish all of that money was in my account because I sure look good on paper and on my P&L?" I was able to find areas like I know that I paid $80k in workers comp and the P&L only showed $20K. But that was the extent of where I could help when they were off and they always assured me everything was CORRECT. I paid both workers comp premiums on their assurances as well as my yearly taxes. I finally gave up and terminated services and found another bookkeeper and boy, have they found significant errors such as payroll wages being under reported, W3's not matching. Wages for out of state workers not being reported and members of Cal Savers stuck in limbo and not receiving their funds. I have tried to personally reach out to both the owner and my bookkeeper but both have not taken the matter seriously. I am up to about $10,000.00 so far in reconcile and need to amend returns and pay for those also. Please, please, steer clear from this company. They are deceitful, incompetent and lack common courtesy when you have an issue. Now to find out even worse that they will cost you so much in the long run. I am writing this to hopefully help others when believing and trusting in firms to keep your books straight. A lot can go very wrong. Choose wisely.

This business provides competent bookkeeping services, but my experience was that they were not up…read moreto speed with technology, such as Zoom meetings, securely uploading and downloading information. In addition, although they were able to download Quickbooks data from financial institutions, they advised that they still entered the data manually, as the bookkeeper believed that this was faster. Since they bill by the hour, this was problematic from my point of view. The owner seemed to be a bit intense, and with the billing in particular. They seemed to expect that invoices be paid within 10 days of mailing. Starting on the 11th day, they would send dunning emails and letters, for relatively small invoices. It was a curious experience, and a bit frustrating. They seemed like nice people, but they did not meet my expectations.

Highly recommend this business! Theyre fast, professional and very fair. I have worked with Shane…read moreon two very stressful personal financial projects and he made things so easy for me. I was going through some health issues and I truly appreciate his compassion, empathy and flexibility during that time too. Thanks for everything BookBright Solutions!

For child support calculations in court, I needed to submit a profit and loss statement for my…read moresmall business. As a small start-up I didn't know where to begin, and I'm definitely not a numbers gal. I was worried I would make a mistake or wouldn't be found credible if I tried to whip one up on my own. I contacted BookBright Solutions. Working with Shane was great. He is professional, responsive and qualified. Just what I needed in a high-stress situation to ensure accuracy and clarity. He was able to meet my specific needs of creating an overall report for the time period needed as well as a monthly breakout report. The result was professional and detailed. Shane is a pleasure to work with!

Elena is great. I inquired about the price and she got to me in a timely manner. I was missing a…read morelot of paperwork and etc, she was able to help me fix my 2015 and 2016 taxes. She's very thorough and tells you what she thinks and would make recommendations. I'm glad I found her! She's so organized and amazing.

Elena is amazing! I had too file 2016 & 2017 and even amending 2015. She took her time, explained…read moreoptions. If you are looking for someone but are skeptical.....have no fear ELENA is here.... this is not a paid review! However my peace of mind is important to me.