Mitchell Advisory Services
Mitchell Advisory Services

Mitchell Advisory Services

Offers remote services
Discounts available
Offers remote services
Discounts available
$65/hour
estimated cost


Industry

Responds in about 15 min

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 business and financial endeavors. 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

Hired 19 times

Serves Livermore, CA

Background checked

License verified

1 employee

4 years in business

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.

Social media

Instagram

Top pro status

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2021

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 professionalism, work quality, and responsiveness.

Exceptional 5.0

12 reviews

5
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Read reviews that mention:


pro avatar
Allison E.
Feb 17, 2022
·

Hired on Thumbtack

Hired on Thumbtack

I've hired them to do my bookkeeping and accounting. So the work is just beginning. Won't be "done" unless I discontinue our engagement, but I'm excited and impressed.
Mitchell Advisory Services's reply
Thank you Allison. We look forward to working together and supporting your dynamic executive coaching business.
Accounting
pro avatar
Terri G.
Jan 24, 2022
·

Hired on Thumbtack

Hired on Thumbtack

Greg came in and saved the day after we had a bad experience with another accounting firm. He is very responsive and got everything I needed done very quickly. He's great to work with!
Mitchell Advisory Services's reply
Thank you Terri, it’s been great working with you and seeing all the wonderful services you provide to the world!
Accounting
pro avatar
Morgan O.
Jul 25, 2021
·

Hired on Thumbtack

Hired on Thumbtack

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!
Accounting
pro avatar
Alli M.
Nov 2, 2021
My experience with Mitchell Advisory Services has been stellar. I highly recommend their accounting and business consulting services. I now rely heavily on the regular financial information I receive from them to assess business cash flows and to get a good pulse on our overall financial health. Their services have reduced a great burden off my shoulders. The team truly cares and is wonderful to work with.
pro avatar
Greg M.
Nov 2, 2021
Mitchell Advisory Services is exactly what we were looking for to handle the accounting and financial activities and reporting for our professional services company. They are cutting edge with the accounting and business technology they deploy, providing timely and highly useful financial and operational insights to help shape the growth of our business.
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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