Corporate Financial Options LLC

Marietta, GA

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About this pro

How does your business stand out?

Service, personalized service. We know our clients and we are dedicated to their success.

What do you enjoy about the work you do?

Helping small business owners start, grow, prosper, succeed and live out their dreams! What could be more rewarding?

Location

Marietta, GA 30067

Years in business

26

Number of employees

10

Times hired on Thumbtack

11

Reviews

3 Reviews
  • Patty G. Apr 23, 2016
    Individual Tax Preparation
    Verified Review
    They worked very hard on my returns, uncovering every stone to help me.
  • Lynn T. Apr 21, 2016
    Business Tax Preparation
    Verified Review
    Was not provided taxes when promised, did not even get a call updating me he would be late. He made additional promises he did not keep. At the end of the week I had nothing from him and had to hire a new CPA. He should go into the used car business!!!!
  • Donna L. Jun 27, 2015
    Individual Tax Preparation
    Verified Review

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is a blend of needs and budget. Your financial and time budgets are the 2 most important assets you possess. I will respect BOTH and ensure that what we do helps you manage both. Crafting a system that provides you the information you need, frees up your time and is within your budget is important to me.
What is your typical process for working with a new customer?
Quite simply, "typical" is meeting the client determining their needs and providing that service. My clients are smart, unique and have individual needs and requirements. I would never "box them in" to a "one size fits all" situation. YOU are a person, not a clone.
How did you get started doing this type of work?
I could not sing or dance. Seriously, the rewards of helping people achieve their dreams is the best possible way to earn a living. knowing that there are businesses out there that are successful, in part, because of my efforts is quite rewarding. Reviewing the lives I have impacted by helping to achieve success and build lasting legacies is a wonderful thing.
What types of customers have you worked with?
Growing, intelligent & ambitious, seem to be the predominant traits of a "John Q CPA" client. Someone skilled to be successful but secure enough to seek and get the type of help that he needs.
What advice would you give a customer looking to hire a provider in your area of work?
Understand that, like almost everything, accounting services is not a "black box" commodity. There are many options and ways we can work with you and help you. A program that keeps the bank and the IRS happy that helps YOU get the information YOU need to manage your business and achieve your goals is what you should seek, AND you can find it here.
What questions should customers think through before talking to professionals about their project?
1. Personality. Can you work with this professional? Does he/she respect you and does he/she value you as a person and a client. 2. Savvy and Flexibility. Can they adapt to suit your needs? Are they providing what they provide rather than what YOU NEED? Are they smart, yes, most are, BUT are they savvy, creative and dedicated to your success?