Holdaway Financial

calculating...

Specialty

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It’s free with no obligation to hire

Introduction: I have over 15 years of experience in accounting and taxes within several industries. My work is very detail oriented. I won't skip over minor things that might cause future problems in order to get more work from my clients. I want to provide value beyond what normally comes with non-CPA accountants. I like getting the numbers right and ensuring compliance for my clients whether tax related or for other regulations. I like passing my knowledge onto my clients and teaching them to better understand accounting and taxes.

Overview

Hired 14 times
License verified
5 years in business

Business hours

(Mountain Time Zone)

Sun	Closed
Mon - Sat	9:00 a.m. to 4:00 p.m.

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Jan - Jul
Jul - Dec

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2 photos

Reviews

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

5.0

12 reviews

100%

Deena H.

We hired Joelee to work as our accountant for our small business. She is always willing to help us with quick books questions or training. She has been very professional, prompt and reliable in all of our interactions. She is very proficient and will research answers if she doesn't know them on the spot. She is easy to work with and to understand. Her rates have always been reasonable and she is hardworking and honest.
Dec 24, 2015
Leigh A.
Accounting

Joelee is great! She is helping us with everything we need and has been very accomodating. 5 stars!!
Mar 17, 2017Verified
Melanie H.
Business Tax Preparation

She was fantastic! It was simple, she was able to get us a return and we anticipated having to pay taxes! We will keep using her in the future! :)
Apr 17, 2018Verified
Brieanna P.
Individual Tax Preparation

My husband and I procrastinated filing our taxes this year, but knew we didn't want to use a service like TurboTax. Joelee reached out to me on Thumbtack and gave me a quote for her service. She was so easy to work with and got our taxes finished so quickly! We ended up owing much less than we would have by going through TurboTax. I would definitely recommend Joelee and we will continue using her for our taxes!
May 10, 2017Verified
Dan F.
Individual Tax Preparation

Joelee gave us great service, always prompt and timely. I heartily recommend her to anyone needing CPA-level expertise!
Apr 12, 2017Verified

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I strive to provide value that my clients can appreciate. For this reason, my services are provided in packages starting from $110 per month for revenue levels up to $100,000 up to $670 per month for revenue levels up to $5,000,000. Additional add-on services are also available. Please visit my website for more information.
What education and/or training do you have that relates to your work?
Yes, CPA's are generally required to do a minimum of 80 CPE hours every two years.
How did you get started doing this type of work?
I always enjoyed numbers in school. This led me to work on an accounting degree and eventually obtain my CPA license.

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