Malloy Management Group

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Introduction: As a Certified QuickBooks Pro Advisor, Xero Pro Advisor and Intuit Bookeeping expert, I am highly experienced in successfully managing individual and small to large business books. I also possess expertise in tax preparation, planning and financial coaching and training. I am passionate about educating my clients and providing them with resources and tools that will allow them to master their finances. It would be my pleasure to help identify ways to make your money work for you!

Overview

Hired 2 times

Background checked

2 employees

11 years in business

Payment methods

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

Social media

Facebook, Instagram, Twitter

Featured Projects

2 photos

Reviews

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

Great 4.8

5 reviews

5

80%

4

20%

3

0%

2

0%

1

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James W.

Feb 16, 2020

Malloy Management Group and Patrice were absolutely great to work with. I consider myself pretty up to date on tax and accounting, but I definitely learned a few things. They were able to fill in the gaps and provide tremendous value. I will not hesitate to use them again and I highly recommend Patrice for tax and accounting services.

Malloy Management Group's reply

Thank you for your feedback James W. It was truly a pleasure working with you and I am happy that we were able to assist you with your business needs. I look forward to working with you again in the near future!

Vanessa B.

Mar 17, 2020

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Hired on Thumbtack

It was such a relief to find Patrice's company. I have been doing my own taxes for years and finally decided to hire a professional. She did an excellent job of putting my mind at ease and making this year less stressful. I would recommend Malloy Management Group and will be recommending her to my friends.

Malloy Management Group's reply

Thank you Vanessa! It was a pleasure working with you and getting to know more about your business. I appreciate the kind words and always welcome referrals!

Accounting

Jerry R.

Apr 11, 2020

My name is Jerry and I just recently used the services of Patrice Malloy of the Malloy Management Group. I hadn’t done my taxes in 2 years and I also needed to do my 2019 taxes. Ms. Malloy was highly recommended based on her knowledge, experience and client relations. What also impressed me was her ability to be patient with the multitude of questions I asked. She was articulate and simplified the process so I was able to understand it from start to finish. Any additional information she thought was beneficial to my return (that I didn’t know I needed) she guided me on how to find it with ease. These positive attributes coupled with her strong work ethic sets her apart from other preparers I’ve used in the past. They generally just took what I gave them and didn’t dig deeper in getting me a good refund and Patrice took the time to do so without provocation. It was a pleasure working with her and I know anyone using her for their taxes, or any of the other services they provide, will have a pleasant experience. I have already recommended the Malloy Management Group to several of my colleagues, friends, and family and will continue to do so. Again, thank you very much Patrice for your professionalism and help with my 3 years worth of taxes! Warm regards, Jerry D. Rosemin

Malloy Management Group's reply

Hi Jerry! It was such a pleasure to work with you. Thank you for the opportunity to serve you!

Michael W.

Feb 21, 2020

Researching a new tax preparer, I met Patrice by recommendation and must say I appreciate her tax knowledge and insistance on precision. My tax situation was beyond my understanding, but she was able to explain and breakdown exactly what was going on in a way that made it easy to digest. I’ve now made my own recommendations for her service to friends. Thanks!

Tom g.

Feb 29, 2020

Mr. Malloy was very helpful and took a look at what i had for no charge and then did everything he could for me even worked with me on his final fee which i appreciate very much.

Credentials

Background Check

Patrice Malloy

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Prices well vary depending on the complexity and nature of your business needs.
What education and/or training do you have that relates to your work?
I currently possess certifications in QuickBooks and Xero accounting software. I am also a pro advisor for both companies and have experience as an expert bookkeeper with Intuit.
How did you get started doing this type of work?
I studied financial economics in college and have been in the finance field for the past 20 years.