Leo Financial Services, LLC
Leo Financial Services, LLC

Leo Financial Services, LLC

Offers remote services
Offers remote services
$45/hour
estimated cost


Zip code

Responds within a day

Introduction: With up-to-date bookkeeping, you will be prepared to make well-informed business decisions. Let's take care of your burden to maintain your book closely day in and out. You will be worry-free when we are certified QuickBooks Online ProAdvisor & Gusto People Advisor to help you focus on recording your business's financial transactions at affordable prices and making sure you're 100% happy. Give us a call today and see what we can do for you.
Overview

Hired 7 times

Serves Elk Grove, CA

Background checked

License verified

2 employees

2 years in business

Payment methods

Cash, Check, Credit card, Venmo, Zelle

Social media

Facebook, Instagram, Twitter

Featured Projects

11 photos

Reviews

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

5.0

4 reviews

5
100%
4
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3
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2
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pro avatar
Hannah V.
Aug 23, 2021
After working with Diem Nguyen, I highly recommend her. She helps me in cleaning up my book for the year 2020 and helps me improve my bookkeeping process and implement accounting best practices. Her services are very personalized, and she customizes her processes to meet my business needs. She’s always willing to adapt the service plan to make it work better for me. Also, she is skilled, knowledgeable, and easy to work with
pro avatar
David B.
7 days ago
·

Hired on Thumbtack

Hired on Thumbtack

“Diem Nguyen of LEO Financial accepted an incredibly difficult job for me, handled it professionally, and did it while always smiling. I needed a bookkeeper to go back and reconcile 3 years of complex books on a profession she had little knowledge of. She was always available to answer questions and really challenged me to keep my books in much better shape. I think most of the people I spoke with did not want to get into that much work but Diem put her head down and pushed through the job. I would highly recommend Diem and Leo Financial services for all your bookkeeping needs. If she doesn't know something she will reach out and get the right answer. Hands down a great service and value. Thank you Diem for your continued hard work!!!” Dr. David Benkle Stockton, CA
Accounting
pro avatar
Uyen L.
Oct 6, 2021
It was very pleasant and thorough. Diem is wonderful to work with and will answer and guide you through the process of starting a new business etc.
pro avatar
Sa T.
Aug 4, 2021
Diem is self-sufficient, organized, and incredibly dedicated. She is always willing to take on new tasks when asked. Additionally, she fulfills her responsibilities well, providing clear and accurate financial reports and suggestions. She is always available when contacted and has immersed herself to become my excellent partner.
Leo Financial Services, LLC's reply
Thank you so much for your dynamic review. I couldn't have been able to do it without your enthusiastic cooperation.
Credentials
License

License Type: Tax Preparer (CTEC) (CA)

License verified on 1/30/2022

Background Check

Diem Nguyen

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    We offer affordable pricing depending on the nature of the project. It could be fixed-rate or hourly rate. *Bookkeeping: Monthly starting at $275* or $45/hour *Payroll: Monthly Starting $199 for up to 10 employees* *Tax Preparation: Individual: starting at $185 - Business: starting at $250

  • What is your typical process for working with a new customer?

    Once you enroll, follow our directions to get to work ASAP. The first step in onboarding is to book a call for an introductory phone call. We love the opportunity to chat with our new clients to serve them well. In the second step, we schedule another zoom call to discover the issue before sending out the client's quotes. In the final stage, the client signs the Engagement letter when they accept the quote.

  • What education and/or training do you have that relates to your work?

    We are certified Intuit QuickBooks ProAdvisor & Gusto Payroll People Advisor. Especially, We have successfully met the established criteria and are rewarded 60 hours of self-study Qualificatiing Education instruction comprised of 45 hours in Federal Tax Law and 15 hours in California State income Tax Preparation. Many of our team members are CPAs, legal professionals, and Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals.

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