Mitchell Advisory Services
Mitchell Advisory Services

Mitchell Advisory Services

Offers remote services
Discounts available
Offers remote services
Discounts available
$85/hour
estimated cost


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Responds in about 2 hours

Introduction: Helping our valued clients achieve their dreams is our passion. We are a trusted partner and strategic accounting advisor to small businesses, start-ups, and individuals. We take on, and transform, the accounting, finance, and operational aspects of our clients. Our solutions ease the back-office burden and provide real-time financial insights to aid in decision making and accelerate growth. We pride ourselves on our enthusiastic and collaborative approach to solving our client's most pressing needs. Forming trusting and long standing relationships is at the heart of what we do. We welcome the opportunity to connect with you today and learn more about your business and how we can support you.
Overview

Current Top Pro

Hired 6 times

Serves Livermore, CA

Background checked

License verified

1 employee

3 years in business

Payment methods

Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, Zelle

Social media

Facebook, Instagram

Currently a top pro

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Current Top Pro

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Featured Projects

18 photos

Reviews

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

Exceptional 5.0

8 reviews

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Read reviews that mention:


Morgan O.

Accounting

I am very grateful I chose to hire Mitchell Advisory Services to help me with all of my accounting/bookkeeping needs while starting my new business. I feel confident that I am able to move forward to grow my business in all other areas without having to worry about my accounting needs. I also have access to a very helpful system that allows me to track productivity and organize my projects. I have already recommended them to other people and I encourage anyone who sees this to hire them as well!
Mitchell Advisory Services's reply
Thank you Morgan! It has been great working with you. Your new business is off to a wonderful start and I can't wait to see it continue to take shape and grow. Well done with everything!
Jul 25, 2021
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Verified
Nischal B.

Accounting

Greg was super responsive, highly knowledgeable, and very easy to work with for an asset verification letter that I needed for investment. Highly recommend Mitchell advisory services!
Mitchell Advisory Services's reply
Thank you Nischal, it was a pleasure working with you!
Jul 17, 2021
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Verified
Kyna F.

Greg has been helping me start up my business and run my accounting. He has been so thorough and helpful and the process has gone smoother than I expected. Any time I have a questions he responds quickly with a very helpful and detailed response. Definitely recommend if you’re looking for someone who genuinely cares about your doing well.
Mitchell Advisory Services's reply
Thank you Kyna, it has been great working with you and your wonderful new business!
Jul 2, 2021
Angela G.

Greg & his advisory services are exactly what I was looking for and what my small business NEEDS! With numbers not really being my thing, Greg explains things in a way I can understand and that means everything! I would highly recommend him and his company to anyone who needs professional, business accounting and guidance. I only wish I had done it sooner!
Mitchell Advisory Services's reply
Thank you Angela, I’ve thoroughly enjoyed working with you. It’s been a great partnership and I look forward to seeing your business continue to grow and evolve!
May 27, 2021
Heidi R.

Greg made my new business integration run smoothly and was a delight to work with. He is very responsive when I have things come up and is also great about helping me remember tasks that need to be completed to move to the next step. I would not hesitate to recommend Greg to anyone who needs help getting off the ground with a new small business.
Mitchell Advisory Services's reply
Thank you so much Heidi, it has been a delight working with you and your wonderful new business!
May 27, 2021
Credentials
License

License Type: CPA – Certified Public Accountant (CA)

License verified on 5/26/2021

Background Check

Gregory Mitchell

FAQs

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

    We start with an initial business and accounting consultation to understand your current state business and goals, accounting and financial processes, and related technology and systems. We then create and implement a right sized solution for your needs. Pricing is tailored based on current needs, and we offer various options to fit your business and budget.

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

    We start with an initial business and accounting consultation to understand your current state business and goals, accounting and financial processes, and related technology and systems. We then create and implement a right sized solution for your needs. We serve as a trusted advisor along the way to set you on a clear path towards your goals, keep you on the right side of all the business compliance requirements, and alleviate your time on back-office financial and operational activities.

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

    15+ years of experience in business and accounting advisory, financial operations, and management consulting. Accounting and financial advisor for both public and private companies, small businesses, and individuals throughout the country. Certified Public Accountant and Chartered Global Management Accountant.

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