The MB Group, LLC
The MB Group, LLC

The MB Group, LLC

Offers remote services
Discounts available
Offers remote services
Discounts available
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Accounting software

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Introduction: We are not your typical CPA’s because we are also entrepreneurs so we approach everything with that mindset. Yes, we handle all of the usual accounting and tax return tasks but we strive toward truly being an advisor, educator and professional advisor to our clients. We believe this profession is more than checking boxes and ledgers of debits and credits...it's about helping our clients achieve their personal and business financial dreams. We endeavor to be agents of positive change for the business owners we serve and our reputation among ours clients is that we are efficient, process-oriented, resourceful, creative, relational and approachable. I am passionate about this profession because there are endless opportunities for improvement - businesses are constantly evolving and it's exciting to help clients to see and execute a vision.
Overview

Hired 4 times

Serves Plano, TX

Background checked

26 employees

16 years in business

Payment methods

Check, Credit card, Stripe

Social media

Facebook

Featured Projects

3 photos

Reviews

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

5.0

3 reviews

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Melanie S.

Accounting

We started working with Susan in November 2017 and have been incredibly impressed!! She has not only been very accurate with the work she does, but expedient in the manner by which she gets it done! She is worth the money! What is even better is that she answers her own phone and calls you back very quickly. She has been extremely dependable and has helped us in a myriad of ways - even as an established company who has always worked with a CPA. We highly recommend her!!
Feb 15, 2018
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Verified
Phil D.

Accounting

Mar 18, 2020
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Verified
John H.

Accounting

Jun 15, 2018
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Verified
Credentials
Background Check

Susan Bryant

FAQs

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

    Pricing for accounting services is dependent upon the complexity and volume of the type of work that will be required. Most client projects will entail a backwork/clean-up phase followed by on-going monthly accounting services. Prior to beginning a project, we examine the current accounting records, provide feedback as to the clean-up that will be required and quote a fee range for the work. If a client wishes for us to provide monthly accounting services, a flat monthly fee will be set. Most of our business clients to whom we provide accounting services also engage us to prepare their business tax returns. Federal tax returns for business entities are also flat fees and typically start at $1,600. The nature and complexity of the entity's operations may influence prices. State returns start at $300 per state.

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

    Our first step in working with a new accounting client is to meet in-person or on the phone and discuss the current state of their accounting records and processes. We will seek to understand the specific areas where accounting has caused the greatest struggles, examine the books to evaluate the current status, and provide a detailed proposal that includes of tasks that will be necessary to bring the books into a good condition. For those clients that are also interested in our tax services, we will begin by examining the prior year return. We will hold a phone conference to discuss the client's tax situation and formulate tax strategies that may help save tax dollars.

  • What types of customers have you worked with?

    We primarily serve businesses and their owners as well as high net worth individuals. We do not specialize in a particular industry rather in a certain sector of business which is businesses ranging from start-up to $25 million in annual revenue. Our professionals are focused on helping business owners to create tax efficiencies, build entities with high enterprise value (which is driven by solid accounting systems, processes and controls), generate ideas to mitigate risk, perform tax compliance/return preparation and serve as a resource related to business planning and operations.

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