Penny Smart Girl is nothing but amazing in providing consistency, professional knowledge of…read morefinancial planning and accounting, and has been the support I needed to build my financial management systems necessary to stabilize my professional and personal finances as a small business owner. Meka is very talented, intentional, and puts in the time it takes to do things well. I mostly appreciate how holistic PSG is around relationship to money, and understanding how managing money is not just about building those systems, but also about how we relate to them; how we relate to our money. I have learned a lot and gotten much more balanced and confident in my relationship to money, with great credit to the ongoing support and coaching from Meka! I am very grateful to be a PSG client! Patronize this business.

I highly recommend penny smart girl (Meka West) for anyone who owns a small business. She is very…read moregenerous with her time, and often goes the extra mile to answer questions without charging me a dime (or shall we say penny?). For anyone who is new to business, Meka will answer all of your money related questions with kindness, compassion, promptness and lots of patience. You will be able to rest at ease knowing that she is just an e-mail or phone call away. She is genuinely interested in your small business, wants to hear about your progress and makes the accounting and bookkeeping smooth sailing! If you want to take your business to the next level, working with the Penny Smart Girl is a requirement! Don't waste another second. Call her today!

Working with Jeff and his team has been a great experience. They are highly knowledgeable,…read moreextremely responsive, and consistently thorough in their work. More than just handling filings and compliance, they provide thoughtful tax planning and strategic guidance that helps me make better, more confident decisions for my business. I see their support as a true investment, their work ensures I remain compliance while also driving more efficient use of business resources. Their fees were well within the range of other firms I considered, but both the breadth of services they provide us, as well as the depth of expertise they offer exceed the alternatives we considered. I depend on them throughout the year, I communicate regularly with my account manager and am always impressed with her responsiveness. I rarely recommend professional service providers, Jeff and his team truly are unique in the quality of work and level of service they provide. Jeff seems genuinely driven to seeing small business owners succeed. I would strongly encourage business owners, particularly those just getting started, to work with Count On That.

've had a really positive experience with Count on That. Audy has been wonderful to work with. She…read moreis knowledgeable, very quick to respond, and always explains things in a way that makes everything easy and stress free. One thing I really value is that even though Audy is my main point of contact, the rest of the team is always ready to jump in whenever something extra is needed. It gives me a strong sense of support and makes everything run smoothly. They have helped me a lot with my business, and I truly appreciate the level of care and professionalism they provide. I highly recommend them.

I used Worth The Journey for web design, branding and business coaching. The team created a new…read morewebsite for my coaching business from scratch and also helped me with branding to design a new brand from scratch! This marketing agency is very professional, update to date with marketing, branding and design trends and easy to work with! Thanks Noe and team!

Noe and Harmony a highly effective examples of practicing what they preach! They have a clear…read moremission and they exude that with every piece of what they share with their clients. The Onward weekend conference was a lovely blend of informative speakers and yoga, along with lovely conversation and motivated entrepreneurs to mingle with. I found a lot in common with those in attendance and even met up with a group of them post-conference to discuss the similarities between our collective vision. Upon arriving, the space was decorated beautifully and our seating was all comfy cozy. I felt tuned in and attentive during the whole presentation and was never bored. We received a lot of awesome handouts to take home and keep as a guide, which was awesome! They even raffled off a website build! Worth the Journey truly knows how to make the process of creating and amplifying a business more pleasurable by integrating play and a lightheartedness to the stressful, overwhelming entrepreneurial process. Thank you so much for being there as a support system and guide for those of us on this journey!

Direct, to the point, and helpful answering my questions about personal taxes. I recommend their…read moreservices.

TL;DR Big costs a lot for trouble and headaches for years to come…read more You can see the story line from my previous reviews. The latest update being I tried to make some changes to my small business taxes and the IRS responded by telling me that my business was not registered properly (it was missing the correct form to register as an S corp (Eric's recommendation in the first place). Additionally, the IRS forms require a wet signature which Eric never requested from me, so even the forms that were filled out (1120S) were not valid. "...the IRS confirmed that neither 2020 or 2021 are reflected as 1120s, this means ... the IRS has no filings for the LLC." It was already expensive when I paid Eric to file it initially, now I have to pay a new professional to fix it. Lots of money spent and major anxiety and panic that I would have loved to avoid. I could have saved myself thousands if I had done additional research and gotten a personal recommendation. I would never recommend Eric to anyone.

Reached out to Sheba consulting for my company, it seems as if they want me to sign off on their…read moreoutrageous proposal, the company is unwilling to understand the concerns of their client. They seem to have lots if disagreements internally as well, I would not recommend anyone to sign on with Adi & Sheba Consulting.

I had a very niche, very personal, very small business, and James and his team made me feel like I…read morewas his only client. I was shocked in one of our many meetings that he revealed he had about 20 active businesses he was involved with. Every time I emailed, called, or texted they responded right away, and with thoughtful, expert and insightful responses. James and his team are not only expert business brokers, they are financial experts (maybe even go so far as excel nerds!), therapists, hand holders, teachers, advocates, professionals, and overall supporters. Through all the ups and downs, and there will be ups and downs, they have your back. Not many of us have ever bought or sold a business and there would be no way to know what you don't know. To protect your own interests, please hire James! You will not regret it. He did a great job of explaining all the ins and outs in a clear, concise and level headed way. That final high five after closing made it all worth the effort. When I build and sell my next business, James will be who I use.

James is great to work with and a credit to his profession…read more You should be working with him too!

I've worked with Tommy for 3 years now and he's great! Friendly, knowledgable quick to respond and…read moreefficient. I work in tech and have a side business, he's helped me navigate through all the tax complexities.

Mike Tuma has been doing our taxes for over 10 years and I know we're always in great hands with…read morehis knowledge of the ever evolving tax codes. Thank you for all your help over the years Mike!! Highly recommend Mike. :)