I hired Mary in early January to manage my business's financial records, expecting professional and…read moreaccurate bookkeeping. Unfortunately, she did not batch payments to each invoice as required. Instead, she made journal entries because she said "that is how we clear the deposits we cannot match to the bank statement". Of course they can be matched. That is not the correct method for keeping books for a small business. This approach may have saved her a lot of time, but it has caused significant issues for us. We had to undo all the deposits for the last 3 months, redo them, and match payments properly to ensure the records are accurate. This may be something that large corporations do but a small business must have accurate customer records. My last 2 bookkeepers (over a 25-year period) matched each payment with each individual invoice, correctly. I didn't want to leave this review, but Mary has refused to reimburse me for what I paid her for March books even though I am having to undue and redo all the deposits since the beginning of January when she began keeping my books. I have worked an extra 15-20 hours a week for a month to fix the books from Jan to now. I never would have hired Mary had I known she would think this was an okay practice. BEWARE!!! This experience has been frustrating and time-consuming. Proper bookkeeping is essential for maintaining accurate financial records, and shortcuts like these can lead to more work and potential errors down the line. I would not recommend this bookkeeper for anyone looking for thorough and precise bookkeeping services. I am tired and can never get this time back with my family. .

I have used Mary for around 5 years. She is always quick, professional, and reliable…read more Highly recommended!!

I had a very disappointing experience working with Crystal as my bookkeeper. While she was pleasant…read moreat the beginning, her attitude quickly shifted and she became consistently rude and difficult to communicate with. One of the biggest issues was her lack of accountability. There were multiple mistakes made by her team, yet she never took ownership or responsibility for them. Instead of acknowledging the errors or offering any kind of apology, she was dismissive and unhelpful. This left me in a tough position, especially when transitioning to a new accountant who had to spend significant time correcting numerous errors. It's frustrating because I've since seen other reviews describing a similar pattern--friendly at first, then becoming rude and unprofessional--which was exactly my experience as well. I would not recommend her services based on my experiences.

Wow!! What can I say about Crystal and her great customer service. I contacted her to complete our…read moretaxes but it was right around tax day. When I realized she was probably swamped, I gave her a phone call to explain we were trying to get everything taken care of in order to apply for a house loan. Once I explained on the phone, she had everything completely finished and ready to file within hours! Her communication is top notch and she never left me feeling I wasn't in the loop with the paper work being filed. Thank you again! #CrystalAreTheBest

I first contacted Efficient Books in March 2014 and have been working with them ever since. They…read morehelped me establish my business and set me up as limited company with the state. Olga was very informative and helped me understand the basics of bookkeeping, various state and federal tax regulations and due dates involved. As a start up, I initially decided to to take care of all the accounting myself which left barely any time for me to analyze the workings of my business or to seek out new clients to grow my business. Once we started working together I found more time at my disposal to focus my energy on these crucial areas. I am very pleased with the company's quick response, they are very friendly, trustworthy and are determined to exceed your expectations. Efficient books have been integral to the growth and profitability of my business and I highly recommend them.

My husband and I operate several small businesses and recently hired Efficient Books to organize…read moreboth our business and personal QB files. Olga accomplished this in short order, and found areas where we can improve our accounting. She also files payroll, 1099s, and Franchise Tax Reports for us, and she is willing to file our personal and corporate taxes. Her understanding of accounting and timely responses are an ideal solution to our almost decade-long search for our bookkeeping and accounting needs. If you've become exhausted trying to find the "right" bookkeeper, this is your solution. Every one of her references told me before I hired Efficient Books, they don't want anyone else to manage their books--and neither do we.

The last thing I have time for is to write this review, and the fact I am writing it at all should…read moretell you how I feel about this business. We run a small business and are expanding quickly. Our goal was to find an accounting firm in Dallas that understood our growth mindset and was entrepreneur-friendly. We wanted help with tax preparation and to make sure we were bookkeeping with best practices. It took months and countless unanswered emails to get anywhere with Kelly CPA accountants after the first in person meeting. Our intake form and answers provided were even lost by their office at one point. After calling and being blatantly ignored multiple times by the accountant their first assigned us, they finally assigned a new accountant a few weeks before the deadline to file. I asked multiple times over email and calls to meet in person to review our information since the firm lost our data. He ignored my requests for the in person meeting just like the previous accountant who was assigned. I have major issues with the way they bill. Part of it is my fault - make sure if you use them to get their fees agreed to in writing. They claim they discussed this in person at our first meeting, but we don't have this written down nor do we remember for sure if it was agreed to many months ago. They don't include pricing in the engagement letter, which makes no sense to me. A simple google search shows this business charges 2-3x the average market price for tax returns - definitely worth knowing before signing an engagement letter. Finally, after requesting a sit-down with their bookkeepers to review best practices and being ignored on that, it was clear they weren't a firm that truly cares about supporting small businesses. They have done a great job with their marketing and the millennial friendly office space - but these things definitely duped me.

Not a good experience for me. Only used them for one year, got passed around to a couple of CPAs,…read moredid not seem to be a very organized or efficient. Was asked multiple times for docs that they already had. Nice people when you're there in person but pretty clearly a poorly run shop. Better than a hot beer, but would not recommend using this company.

Diane and her team are the best of the best!! Diane has been extremely responsive and attentive…read morefrom the first time we visited over the phone to every email exchange. She is fun loving and wicked smart. She has been a voice of reason in tricky tax moments and the greatest asset for spotting creative yet by the book deductions. My family will be clients for life of Diane. She will easily be your most trusted advisor and friend as well after one meeting. You won't be disappointed with the personalized attention and top notch professionalism found in Diane and the whole Gibson CPA group!!

I've been thru many CPA's since the beginning of 2020 Humera is only CPA I have met that that has…read moreknowledge and experience and makes a person feel at ease. She's amazing,nsuper kind and so knowledgeable, will never go to another CPA. She's the best will always recommend her to everyone!

Catherine Reams helped me fixed a HUGE mistake someone else made on my previous tax returns and was…read moreable to get the IRS to come to terms on a reasonable arrangement suitable for my income. Catherine is brilliant and incredibly professional. She knows exactly what's she's doing. I have been with her for years. Her staff is very pleasant and helpful. I dread the day she retires but well deserved for her. Thank you, Catherine for care and concern about all of your clients. Best regards, Rene Carrasco

She's a super star. So smart and up to date with rules and regulations. She's given me better…read moreadvice than anyone time and time again. Her recommendations are personally crafted to the client. I trust her implicitly and have for over two decades.

YBMB has been the best bookkeeping firm that I've worked with. I have a very complex setup for…read moreseveral of my businesses and she was able to figure out how to get it to integrate with quickbooks. She works insanely hard, is punctual, and really does make my life way way easier by keep track of my books. I highly recommend this company. Note, that I hired another highly rated bookkeeping company prior to YBMB and they gave up after 1 month. YBMB will go above and beyond to figure how to track your books, based on what works best for the customer.