We have utilized CWA to manage our endodontic practice. Their service and support are second to…read morenone. They have definitely taken us to the next level. Honest, accurate, kind. Keep up the amazing work! Nabeel Khan

As a 20+ year client, It's difficult to communicate the breadth of experience that CWA brings to…read moreyour life and financial plan. I travel from the East Coast (Philadelphia area) to Plano once a year for a meeting with my financial planner. He is very qualified, smart, knows me, and I'd call him a friend. He has often gone WAY above what our agreement for his services promises me for my fee. The firm is honest, and is growing. This firm is able to do your book keeping, tax, and financial planning. Our CWA group has another company pick our money managers, so there is NEVER any account churning, and your planner has his or her money invested as you are invested. The corporate culture is to put the client's needs first. If you go online and check out CWA.com, you can see some videos by Darrell Cain, who started the firm. The firm serves many people, from various backgrounds and businesses. Their niche is dentists. I am able to hire any of the financial hotshots in Delaware , Philadelphia, or NYC, and continue to choose Cain, Watters for my needs. I cannot recommend them more highly.

It is hard to find a great CPA/bookkeeper and I wish someone had warned me publicly about this…read morecompany when I was looking so I feel I need to write my experience. Do not hire Kedra as your CPA or Janet (who works for her) as your bookkeeper. I paid this firm over $10,000 for bookkeeping and tax-related services for my business, and I ended up having to catch and correct basic errors myself. I found wrong expense categories, personal accounts listed as business assets, retirement-plan money left on the balance sheet after it had already left the business, incorrect 1099s, and a serious 2024 tax-basis issue in work the firm prepared. When I asked them to explain the numbers they used and provide support for their own work, they would not clearly answer or back it up. They had all the documentation from me they would need to not make constant careless mistakes. I want to be very clear about one thing, because I expect they may respond by saying I was asking them to do historical work outside their scope. That is not true. I repeatedly told them I was not asking them to reconstruct old years or do a historical forensic project or even to explain anything to me that was not just about why they used the numbers they did. I was asking them to explain and support numbers their own firm used in 2024 work they prepared for me. That is very different. I tried to resolve this calmly and directly. Instead, I was talked over, dismissed, and even hung up on rather than given clear answers. Kedra often seemed too scattered or too busy to keep important facts, documents, and prior conversations straight, which made everything more confusing. What bothered me most was the lack of accountability. I caught error after error, and when I asked about them, they would change the item (proving I was correct that they were wrong) and never explain why it had been done that way in the first place even when I would ask where they were getting their data to keep making so many mistakes. These were not obscure issues. They were basic bookkeeping and compliance items, and they had the records needed to do them correctly. In my experience, this firm was unreliable, unprofessional, and not trustworthy with important financial work.

Extremely knowledgable and I didn't feel rushed like I sometimes do with these big firms on…read morematters. Strongly recommended!

Amazing team! Worked with them for 1 year now and they are superior to the previous teams I have…read morehad over the past 25 years. Expert knowledge, easy to use portal for doc submissions and management, and prep meetings for next year gives me great confidence and less anxiety around tax season.

We hired FranFund based on a trusted referral from our franchise onboarding and paid a total of…read more$7,495.00 for help securing financing. Despite months of engagement, FranFund only introduced us to one lender who denied our loan at the last minute--delaying our business opening. They offered no viable backup options in time, and we were forced to find funding independently under tight pressure. Even though no funding came through and no promised support was delivered, FranFund refused a refund, citing fine print instead of actual performance. We feel this experience was unethical, costly, and misleading. If you're a small business owner relying on timely and effective financing support--proceed with extreme caution.

I was referred to FranFund when I was setting up a franchise business a few years ago. From the…read moreoutset, FranFund proved to be among the most professional businesses I've worked with while I had my business. Dolores Delgado and Holly Bejar always answered my questions and diligently made sure that assorted paperwork was taken care of and that deadlines were noted with plenty of warning. The cost, compared to having to know and handle the IRS regulations yourself, is incredibly low. If you're going to finance your business with retirement funds, I think FranFund is the best way to be sure that tricky IRS regulations are managed. Even as I had to sunset my business and finish my business with FranFund, Dolores was 100% attentive and helpful right to the last step.

The company offers top quality bookkeeping services. They are very professional and will take the…read moretime to understand your goals. This is a family business that offers quality results that out shines their competition.

I sold my business using this firm and would highly recommend them to any business owner who wants…read moreto sell their business for top dollar. I was with a business broker for five years and had ZERO offers, Josh Bammel and his team at Kratos closed my deal from start to finish in seven months, Wow! Kratos Capital - Dallas Mid-Market Mergers & Acquisitions firm is pleased to announce, Meheen Manufacturing, Inc & Evolve Capital in a partnership with the company's founder, Dave Meheen. Headquartered in the State of Washington, Meheen provides advanced machinery to the global beverage industry with a focus on the rapidly growing craft beer segment. "After looking for more than five years for the right firm, it became clear to me after only one conversation with Josh Bammel, that Kratos Capital was the right team to represent my specialty niche manufacturing company," said Dave Meheen president of Meheen Manufacturing, Inc. "The time was right to bring in new resources that can help manage the growth, not only domestically but worldwide. Josh Bammel and his team gave my deal a high level of energy, enthusiasm and integrity not found in other firms. Josh Bammel's knowledge of the M&A process was deal critical to finding the correct partner for my business and ensuring our success. My company was a very complex and unique deal which Josh and his team took the time to understand and manage my deal by bringing more buyers then I could've imagined." They truly did the heavy lifting and allowed me to focus on my company. I am convinced that my deal couldn't have been done without Kratos." Josh Bammel, Senior Managing Director of KC's Capital Markets group, said, "Dave and Evolve certainly made this deal fun. We're always pleased to see our clients expectations met in a timely manner. I am very happy for both sides of the transaction table, my team performed at levels never seen before in the I-bank arena. Kratos is very active in this space; we believe the global food & beverage markets have a long runway ahead, in particular the Craft Beer segment, both capital equipment and production side. Kratos is carving out a very comfortable place in this segment based on our proven process of institutionalizing private companies prior to market inception." Kratos Capital, founded in 2003, is an innovative M&A firm headquartered in Dallas, TX. The firm serves clients from two North American offices and location in Brazil.

After spending five years searching for help to sell my business, I guess I was like most business…read moreowners; feeling helpless. I was introduced to a Kratos Capital from a business colleague of mine who had previously used this firm to sell his business. I spoke with Josh Bammel and it became clear to me he understood me and what my value desires were. From the beginning, his team took the time to understand my niche business and market place. I felt this group really also took the time to educate themselves on the overall market place both domestic and international. I was amazed they didn't try to sell me services I didn't need, the Kratos team was very transparent and were available whenever I tried to reach them; very responsive. I sold my business in seven months from start to finish and found it very seamless using this firm. I would highly recommend to any business owner wanting to sell their business to contact Kratos and use this firm to sell your business, I am very happy with my results!

I cannot say enough great things about R&R Associates Accounting Firm. They were extremely…read morethorough in explaining everything and very responsive throughout the entire process. What truly impressed me most is that Mr. Rodgers handled, in one phone call with the IRS, an issue I had been trying to resolve for years. Something that felt overwhelming and never-ending was finally taken care of quickly and professionally. If you're looking for an accounting firm that is knowledgeable, patient, and truly advocates for you, I highly recommend R&R Associates Accounting Firm.

Actually was able to sit down with Mr Rodgers today There…read morewas a misunderstanding that lead to my earlier review and as a result of our face to face meeting today it looks like we've found our new accountant Thank you Mr Rodger's for your time today

great team! I recently moved to Dallas from Atlanta, GA. Sergio and team quickly and easily were…read moreable to transition my policies. They've been a pleasure to work with, extremely friendly and very responsive I highly recommend!