Sean is absolutely amazing! He really knows his stuff when it comes to QuickBooks and bookkeeping…read more I wish I had hired him from the very beginning of my business. He went back, cleaned everything up, and now I finally feel confident knowing my books are in great hands. Sean is super easy to communicate with, encouraging, and makes finances feel way less intimidating. Highly recommend him to anyone needing bookkeeping help -- you'll be so glad you found him!

Sean has been an amazing addition to my team. He not only cleaned up my quick books but also made…read moreme financially savvy by revoking areas of improvement in my business. He has been amazing to work with and very accommodating to my busy schedule. If only I had made him a part of my team sooner but I see him a part of my team indefinitely

We have worked with Matt for some time, and he is terrific. He assists us with bookkeeping and…read moremonitoring our weekly/monthly cash flows. His work and support allow us to make better business decisions, and we don't know what we could do without him. If you are a small business looking to take your bookkeeping to a higher level, I strongly recommend Matt.

We have been working with Fogler CPA for approximately 16 months and the experience has been…read morefantastic. Matt does what he says he's going to do and truly enjoys finding efficiencies to capitalize on. Matt has been an invaluable resource in helping us save money and has been worth every penny he's charged. We strongly, strongly recommend Fogler CPA for busines owners.

I posted on our neighborhood FB page asking for referrals to a good local bookkeeper. I was…read morepleasantly surprised at how many replies I received. What was even more surprising is multiple individuals recommended 'Lillian Makama Bookkeeping'. I reached out to her and she got back to me within a couple of hours. She called me the next morning to review my bookkeeping needs. After a few minutes, I felt very comfortable and added her as Quickbooks Online accountant. Within 15 minutes she was able to identify the duplicate entries in our bank register. She walked me through how to rectify the issue. I've been wrestling with this bookkeeping problem for months, and she was able to help me in minutes. I look forward to working with Lillian for all of my QBO needs in the future.

Lillian has been so amazing for our business. Her attention to detail is unparalleled. She went…read morethrough all of our books and made them make sense. Her service was so quick. Compared to other bookkeepers she has been the best I have found. Do yourself a favor and call her today!

Called in for an appointment for trust in January 2026. Received information over the phone and…read morepricing and then an emails with the fees discussed and a link to pay. Paid a fee for consultation and made an appointment in March. Was provided an email with the break down of fees. March Friday - Consultation went well, we were told an email will be sent with questionnaire form to complete and instructions to pay along with a link to upload documents. Tuesday - the next week- I called and asked I only received an email with a link to pay. No drop down, no amount, no questionnaire form. The person on the phone stated I need to choose from a drop down. I was shocked- because there was no drop down, just a blank space to type in the amount. They were not familiar with there one pay system. The person stated payment in full is required in order to get a link to upload documents and the questionnaire form. This was never mentioned in the consultation or in the email. In addition, first email I received has one set of pricing and the email I received after the consultation increase by $350.00 When I forwarded the original email and asked if they will be honoring the original quoted price. There response was "The Fiduciary Tax Return reservation fee for our early bird engagement bookings " So - NO they are not honoring No mention in the email about early bird or price only good for 30 days- nothing. This is what got me- In addition they stated this word for word copied from email. "I checked our availability with the team and was informed that we are currently full and not accepting any new fiduciary engagements until further notice. Unfortunately, this means that we cannot take on your engagement at this time but we can add you to our wait list upon your request. I have already initiated the refund for your New Client Consultation fee of $62.50 so you should see it post to your credit card within a few days." So I was dropped - on Friday they stated they have room. Very interesting. Needless to say, this left me in a challenging situation- trying to find an accountant on a short notice to file my taxes. I don't do reviews very often as I understand things happen and I grew up with a Family business , but 2 weeks later I am still struggling to find an accountant.

We have used EDH tax solutions last year with no issues. This year is different…read more Our tax was supposed to be delivered by 4/13, then they said 4/28, then 5/21, then they said it was under final review in May, nothing happened in June, then they said it was on their calendar for delivery by 7/19 which didn't happen. Now it's August and we still have not received our tax return.

Katie has happily been my bookkeeper and tax preparer for my small software company Meltytech for…read moreseveral years now. The business had grown to the point that I was making some mistakes, particularly with LLC tax ands fees, trying to do it in my own. She took care of that and her tax preparation provided more confidence in correctness. She has always been super responsive and follows through.

Highly recommended accounting company, Our company is using them for a while now, the service and…read morejob quality is outstanding!

Couldn't say more about how awesome it has been to have this team in my corner. As a small business…read moreand entrepreneur, I've been my own bottleneck for a long time. When the time came to find a solution for my backend, I didn't just want someone crunching the numbers without getting to know me, my business, and my goals. Enter Holly and her team. Leah H. and Michelle S. are the real deal. I am still early with the team but my business has already flipped from negative margins to the black! And we are on track to have our best year yet! If you are used to wearing every hat for your business, STOP! Don't wait as long as I did to let this rock start team guide you to your goals!

Before moving forward with Sum of All Numbers we interviewed several of their competitors and I'm…read morevery happy with the decision we made to move forward with this group. Their pricing is fair and service is amazing. Working with Sum of All Numbers has been a nice breath of fresh air. Everyone on their team has been a pleasure to work with. We went from poor and slow data to having great KPIs in a web based dashboard called "Fathom" very quickly. Keep up the great leadership work in attracting quality people like you have today, you guys are doing something right.

All in One came highly recommended by other business owners and friends. We heard client success…read morestories of their taking complicated books that prior bookkeeping services couldn't handle, and cleaning them up for easy processing by accountants. My husband and I are opening up a Sports Rehab clinic in the area and were looking for the books to be done correctly from the get go. All in One organized all of our business expenses from the last few months that we made from our personal accounts before we had set up business accounts. They reconciled every expense and account in Quickbooks for super easy operating moving forward. It's such a relief to have found a bookkeeping service that knows exactly what they're doing and are enjoyable to work with!

They are a great service! Danielle knows here Bookkeeping skills so well! She is a life saver…read morehighly recommend!! Has been doing our non profit HOA for over 2 years after completing a 14 year audit of our books.

I've been working with Clay Welch and his staff on my taxes for the last few years. As a single…read moreparent that works full time and has little of my own free time, Clay and his staff (Chelsea) have been a great help on helping me get my stress level down during the tax season time. They are very professional and communicate while taking the time to listen to my concerns and offer suggestions on getting me changed over to HOH. The tax dome portal makes it easy to submit my receipts and documentation needed for filing each year. Thank you Clay and Chelsea for all your exceptional help throughout the years! I will continue to recommend you to others needing tax advice or filing preparations!

C&A Welch is simply the best tax firm!We've been using them for years. They are efficient and the…read morestaff is very friendly snd always helpful!

If I could give 0 stars I would!…read more I really wanted to support a local business to file my personal and small business taxes for 2021, but regret it dearly. Our initial meeting with Ryan was great and he made everything sound easy and seemless. We walked away happy and optimistic that hiring a "professional" was the right decision for us, but things quickly went off the rails. Here's a BRIEF list of the issues we have had: 1. After uploading our files we hadn't heard a peep from them in over a month. As business taxes are due March 15 and we did not want to get hit with late fines we inquired on the status of our filing. After a delayed response (and leaving us anxious), they got back saying they filed an extension - it would have been great to notify us that they were doing this. 2. Mid April I emailed Ryan again to see if our taxes had been filed as we has not heard anything from them. I still have not received a response to that email 11 months later! 3. In the same email we asked about quarterly tax payments as Ryan made us to believe he was a CPA and could advise us on all things related to our business taxes. Like #2 above, crickets! 4. I tried emailing again a week later and got an out of office reply so I emailed their "info" email from his canned response. We still hadn't heard if our personal taxes were filed and are beginning to panic (again) as it is past the deadline to file and don't want to get audited/fined. Again, still have no record of any response to this email. 5. After still not receiving my state refund check, I contacted them in September (now 6 months since they supposedly filed) to see what was going on only to find out they submitted my return with the wrong home address! They somehow confused my address of 5868 with 5686, resulting in an address that does not exist!!! They did the same for my fiance, submitting 5685 for her! If they got my address wrong, I don't even know what the did wrong on my returns. 6. For over 10 months I went back & forth with JC Bookkeeping to get my return with no luck - I have numerous emails with no response from them & others were they brought in other employees (Amanda, Jackie), with no traction on a resolution. 7. Amanda & Ryan had me go in person to sign a Power of Attorney form in September so that they could contact FTB on my behalf, which I did promptly. 8. I inquired again in October on the status - a month after giving them "Power of Attorney" - and Amanda said she would check with Ryan as he was "trying to get a hold of the state". I never heard back. 9. I initiated an email YET AGAIN in December as they had gone silent on my again. He replied saying he sent the Power of Attorney to the state again & I should hear from them in 2 weeks (based on his track record thus far, I fullheartedly believe he never sent it a first time). The whole purpose of a POA is so that THEY could communicate with FTB on my behalf. They resubmitted the POA & I received a mailed letter from FTB stating an an authorized user access my account, which I let them know & never heard back. 10. Fast forward another month and now entirely fed up with the incompetence of the "professionals", I decide to reach out to FTB directly. After an hour on hold I talk to the agent and they update my address instantly and note I should receive the check in 2 weeks. 2 weeks later, my refund is in my mailbox - to absolutely no help of JC Bookkeeping. To this date, 3/14/23, I still have not heard from anyone at JC Bookkeeping since December 2022. They should be entirely ashamed of themselves and have done absolutely nothing to make this situation right. The only thing they were quick and responsive on was sending me the bill for their "services". Side note - since they filed the tax returns improperly, I also did not receive the Middle Class Tax Relief money. Thankfully I am not in a financial position of relying on the tax return to pay my bills and feed my family, but if I was, JC Bookkeeping would've bankrupted me. TLDR; The negligence is strong with JC Bookkeeping. I advise anyone considering them to stay far away!!!

The best decision I've made in my business was hiring JC Bookkeeping…read more The whole team they have going is fantastic.

I worked with Isaac for a short period doing some cleanup work and reconciliation work. He was able…read moreto deliver what was agreed upon in the time I needed. He was able to figure out some syncing issues between my QBO and my CRM that was not working correctly prior. I would work with him and his team again. I will post updates.

From the owner: Tailored Solutions: We understand that every business is unique. Our team crafts customized…read morebookkeeping, consulting, and accounting solutions to meet your specific needs, ensuring precision and relevance.