The Performance Advisor
About
Performance Advisors, like most other accountants, can professionally handle your traditional accounting services, such as financial statements and tax filing, plus we also act as business advisors on a broad range of issues.
Performance Advisors can change your financial statements into a plain language report that pinpoints the areas of weakness and strength in your business.
Then we can help you fix the weak spots.
Performance Advisors can help you increase your business value and determine the value for you. Performance Advisors can help in preparing your business plans and can help you in locating the financing you need to expand and grow your business.
We can help prepare your business for that venture capital investment interest or all important angel investor, or if you so desire to find the right acquisition or merger match for you.
Performance Advisors is one of only a handful of companies capable of performing a social audit of your business.
Social audit measures not just how well a company is meeting its ethical and social responsibilities but more importantly, how well it's being perceived.
This is the secret weapon for improved financial performance.
We are not your average bean counter.
Overview
Hired 13 times
Business hours
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Payment methods
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Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
Good 4.3
6 reviews
5
83%
4
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17%
Read reviews that mention:
Clyde Y.
Apr 13, 2014
Hired on Thumbtack
It was pleasure to work with Terry. He worked through my 1099a and 1099c foreclosure statements to properly figure out how they would be stated on the tax returns. In addition, he worked through my horse racing k-1 partnership statements very quickly after receiving them so that we could get the tax returns filed with plenty of time to spare. Terry was available all the time via email to go over my quick questions or thoughts. Hes got my business for next year !!
Individual Tax Preparation
Tammy T.
Jan 14, 2014
Hired on Thumbtack
Terry Peltz is a phenomenal tax preparer. My husband and I could not be happier to have found this man. We will be using him again for our next tax returns and we HIGHLY recommend Terry Peltz to others!
Individual Tax Preparation
Cindy B.
Jun 16, 2015
Hired on Thumbtack
Our first meeting was great and Terry offers exactly what we were looking for.
Accounting
Krista M.
Apr 12, 2015
Hired on Thumbtack
Did good work at a reasonable rate and would hire again. Was easy to work with and is an excellent communicator.
Individual Tax Preparation
Jan H.
Feb 5, 2016
Hired on Thumbtack
Made an appointment today for 1:30 p.m. He did not show up. Hoping to hear why from him soon.
Business Tax Preparation