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Kristie came out to meet with me right away and help me organize my quickbooks account for our new plumbing business. Thanks for all your help!
My small business has grown to the point where I'm ready to pay myself a W2 and I needed the paperwork and accounts set up to report and pay the required taxes to the Fed and Fl. I interviewed all 5 bids from Thumbtack. I'm not a small service provider of Marriage Counseling in with less than 20 transactions a month. David took a real interest in my business and my goals as the owner. He had suggestions right away that would save me money and help me use my business to serve me instead of me feeling like I had to serve the business. I felt overwhelmed at at the tax submittal paperwork and he made it sound simple. I met his staff and he explained how he would service me and help me grow. He gave me a fee for the job, not an hourly rate. He was more expensive than the cheapest bid, but the value I got was outstanding. I felt so relieved after I committed to investing in his plan to set my business up. My quarterly maintenance plan was less than if I wanted to pay for Quickbooks online and do the work myself! It was really a no brainer. Every business is different, but if you are a smaller business that is looking to grow, David is the guy for you. Give him a call and tell him what you want. You will be amazed at what he can make your business do for you!
Innovative and creative to my business type and what we do. Knowledgeable and made good recommendation. Very good at explaining and teaching me how to use my QuickBooks online.
Tina is very knowledgeable, punctual, and very thorough. She has been our bookkeeper the last 4 years and keeps us on the right track regarding our quickbooks. Needed her assistance for and issue that came up on short notice, bam, she was there. Thank you.
I have been a client for almost 4 years now and I am very happy with the service I receive. They are very detailed and accurate with all my accounting services. Whenever I have a question they are always right there with the answers and recommendations. They are not just vendor for my company , they are a partner that cares about my business and it's success. The fees are very reasonable and my piece of mind is priceless. It is truly no-hassle.
New To Thumbtack
My clients are small to mid-size companies who could not afford a full time accountant but needed someone to manage their business financials. Most of the interaction between myself and the client was is remotely, either with a remote service or QBs Online. Responsibilities included everything from creating the QuickBooks file to maintaining the integrity of the data: • Creation of QuickBooks File • Organization of Chart of Accounts • Recording and validating Income and Expense transactions • General Journal Entries (Prepaid, Accrued, Payroll) • Reconciliation of Accounts (Bank, Credit Cards, Loans, Payroll) • Financial reports (Profit & Loss, Balance Sheet) • Misc: occasional HR services Many of my clients initially began as "clean-up" jobs, but tuned it weekly or monthly long -term relationships.
New To Thumbtack
I work on the following: - QuickBooks training - QuickBooks sales and setup - QuickBooks cleanups - Bookkeeping services - Notary services - Account reconciliations I am also a Microsoft Office teacher providing lessons for the following: - Excel - Word - PowerPoint - Outlook - Access
New To Thumbtack
Clients seek the advice of professionals to help them achieve personal financial goals, organizational objectives, solve problems, or comply with regulatory agencies. As trusted advisers to our clients, we focus our efforts on each client's needs, and we bring together a staff of highly qualified individuals to deliver results. We specialize in audit and assurance, tax preparation and planning, financial advising, and small business services.