Excelsior Bookkeeping

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Annual income

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Accounting needs

About

I would love to help you with all your business needs, from Bookkeeping, Payroll, Business Consulting, to setup. With over 15 years in Bookkeeping and Payroll, I have the skills to get you moving in the right direction. Can't wait to hear from you!

Overview

Hired 4 times

Background checked

3 employees

3 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, Credit card, Venmo, and Zelle.

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

3 photos

Projects and media

3 photos

Reviews

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

3.7

3 reviews

5

67%

4

0%

3

0%

2

0%

1

33%

Maddy M.

Nov 25, 2024

•

Hired on Thumbtack

I hired Rupi to provide bookkeeping services in late April. During our initial conversation, Rupi highlights her communication skills as a strength when working with clients. Based on our discussions, we went ahead with services. Although we did not communicate much, Rupi was initially responsive to messages. Sometimes, in early Oct, the communication began to change. In early October, I notified Rupi of a change in my bank account, and she shared she would update it in Intuit. In November, I learned of an error with the banking issue; I contacted Rupi. It took multiple tries, but she finally responded and told me she would fix the problem and get back to me. In talking to Rupi, she explained personal matters were impacting her ability to communicate effectively; I understood that, and since we didn’t speak daily/weekly, I didn’t perceive it escalating to the point that it would impact me significantly. Rupi did not follow up with me about the banking issue, which cost me ~$800 last week to fix with Intuit. Three weeks ago (November 7/8), I texted and called Rupi regarding running payroll, but she did not return my call. On November 13, I messaged her via Thumbtack because it showed she was online and still had no response. She has not responded to my communications nor provided any services for November. There are no outstanding payments. The last invoice I received from Rupi was from October and was paid in full. I am very disappointed in Rupi’s professionalism. In my message, I asked her to let me know if she no longer wishes to provide the contracted services. She did not communicate with me; she stopped providing the services, yet her profile continues showing as “online” on Thumbtack.

Details: Small business (fewer than 10 employees) • Remotely (phone or internet)

Payroll Services

Marcus I.

May 28, 2024

•

Hired on Thumbtack

Details: Small business (fewer than 10 employees) • Remotely (phone or internet)

Payroll Services

Sonny S.

Feb 6, 2024

Credentials

Background Check

Rupi Loyd

Excelsior Bookkeeping

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Popular in Stockton

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