Excel Financial Consultants, LLC

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Accounting needs

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About

We do not simply do your accounting work and give out copies of your financial reports. We really treat our clients as if we are part of their business. We work hard to not only give accurate details of the business financial condition but we will offer advice, show where costs could be reduced, and also show what can be done to grow the business. We do just want your work, we want to partner with you and help your business succeed! I like to help people. Accounting is something most people know needs to be done but have no idea how to do it. It is rewarding to help business owners understand how their business is doing.

Overview

Hired 6 times

Background checked

4 employees

16 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

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

Services offered

Accounting needs

Bookkeeping

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

Reviews

Good 4.3

7 reviews

5

72%

4

14%

3

0%

2

0%

1

14%

Read reviews that mention:

Kern C.

Nov 23, 2015

Joy P.

Nov 30, 2015

Great Experience! Our company as a whole is very excited to have found Excel Consultants. Thank you for all the guidance and implantation assistance. We will truly value the continued relationship.

Chris M.

Apr 23, 2015

We were looking to set up a non profit organization for a youth football club that we were getting ready to establish when we went to Jeff for assistance. Jeff not only walked us through what was required, but basically took the lead in ensuring all the proper paperwork was filed and process appropriately (both state and Federal). For someone who was totally unfamiliar with the process he took all the worry and stress out of the process. He continues to make himself available as needed to answer questions as they come up. He has been an invaluable and integral part in us establishing our organization.

Craig A.

Jun 14, 2015

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Hired on Thumbtack

Very happy to have good candidates show their availability.

Accounting

Heather D.

Jun 7, 2016

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Hired on Thumbtack

This is a complete waste of time and money. Jeff works for several companies and overcommits to the work he takes on. The price is three times what it should be for the quality of work performed. I paid him thousands and he never took the time to go over the reports with me. Jeff blamed me for "negative reviews" and held my accounts hostage while charging me monthly fees. Stay away from Excel Financial Consultants and Jeff Peterson! Your small business cannot afford this unless you want to go under. I would gladly discuss this experience with anyone who contacts me to save you from the horrible experience I have endured with this "company"

Excel Financial Consultants, LLC's reply

Heather, I am really sorry that you were unhappy with our services. We tried everything to satisfy your needs, including fronting payroll for your employees and even waiting over a year to get reimbursed for our out of pocket expenses as well as payment for all the work that we did. I find it odd that this review is posted 6 months after we went our separate ways. In January I turned everything over to you and we have not had any communication since then. I even spoke with two different accounting firms you hired in order to catch them up to speed on your books. We take great pride in helping our clients with their business needs and we have many satisfied clients. In fact, most of our new clients are from referrals. Our clients stay with us for many years and repeatedly express their satisfaction with our services. As the President of this company, I take great pride in knowing that we help our clients with all of their bookkeeping, financial reporting, and business consulting needs. I really do wish you well, in all your future business adventures. ~ Jeff Peterson President

Accounting

Credentials

Background Check

Jeffrey Peterson

FAQs

What education and/or training do you have that relates to your work?
Absolutely! As an accountant I am required to do continuing education each year. In addition, being a QuickBooks ProAdvisor, I am required to do continuing education and pass multiple exams each year.
What advice would you give a customer looking to hire a provider in your area of work?
Make sure the person you hire is someone you can trust 100%! Remember, your bookkeeper will have access to your bank accounts, tax ID number, your social security number, and all of your business records. Make sure you spend the proper amount of time doing your due diligence and that you feel comfortable with who you are hiring.
What questions should customers think through before talking to professionals about their project?
An accountants wife is having trouble falling asleep. She turns to her husband and says, "Honey, tell me about your day." Not all accountants are boring! Give me your best joke!!