Broder Financial Services

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Introduction: Whether your company needs a part-time or temporary Controller to fill in during the absence of the accounting professional, I’m able to assist you. I’ve had over 30 years of experience in accounting. My specialty over the years has been to clean up the company's books. I’m licensed by the IRS and California for individual income tax return preparation. I provide QuickBooks (and other software’s) setup and training along with bookkeeping, accounts payable, fixed assets maintenance and payroll services. I can come to you or you can come to me and or send me the information. Most important are my fees (fixed or hourly) are reasonable and can work with most budgets. Contact me and let's get rid of your accounting / tax worries.

Overview

Hired 3 times

Background checked

1 employee

44 years in business

Payment methods

This pro accepts payments via Cash and Check.

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

11 reviews

5

100%

4

0%

3

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2

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1

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Arturo S.

Jul 31, 2019

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Hired on Thumbtack

Accounting

Mark W.

May 12, 2019

Fantastic tax professional!

Gloria F.

May 7, 2019

He has been a great help to our family through the years. Always very up to date on tax issues.

Broder Financial Services's reply

Thank you, Gloria. I enjoy our appointment each year.

Gary D.

May 7, 2019

He listens very well and advises the best option for your situation. He is very easy to work with and comes to your home at your convenience

Broder Financial Services's reply

Thank you, Gary. It is a pleasure to assist you and your family with excellent service.

Patrick F.

May 7, 2019

Bill is very professional and friendly. His work is always accurate and filed in a timely fashion. And his communication with us is very informative and answers all of our questions.

Broder Financial Services's reply

Thank you, Pat. Especially when you got out of the hospital to make sure you met your tax appointment. You and your family are fantastic.

Credentials

Background Check

William Broder

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
My fees are usually flat rate and not the "pizza principle" where there is a rate that is a basic rate plus lots of additional amounts based on forms, etc.
What is your typical process for working with a new customer?
I would like to either talk, SKYPE / FaceTime or meet. We discuss what is needed, I give a quote and we get started.
What education and/or training do you have that relates to your work?
Bachelors degree in Business Administration from California Coast University. Registered Tax Return Preparer (RTRP) was granted to me by the IRS and by California with my California Returns Tax Preparer (CRTP) to prepare individual tax returns. Over 30 years in accounting at a Controller level or higher and Over 30 years with individual tax returns.

Broder Financial Services

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