Holdaway Financial

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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 18 times

Background checked

License verified

1 employee

11 years in business

Business hours

This pro hasn't listed their business hours.

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Facebook

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2018

2017

Services offered

Accounting needs

Bookkeeping

Preparing tax returns

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Projects and media

2 photos

Projects and media

2 photos

Reviews

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

Exceptional 5.0

14 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Deena H.

Dec 23, 2015

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.

Nick R.

Mar 12, 2018

Joelee was very helpful with doing my tax return. Great communication and very punctual. Reasonable price as well. I will continue doing my tax return with Joelee.

Staci F.

Apr 16, 2018

Joelee was a pleasure to work with. She was pleasant, prompt and very responsive. We will be using her services again in the future.

Eric B.

Feb 19, 2021

Joelle has been great to work with, very thorough and professional and always answers any questions I may have for my small business needs.

Jay T.

Mar 22, 2016

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Hired on Thumbtack

Joelee was great , my returns weren't exactly straight forward but lost of communication and she made it easy. Ill definatly hire her again in the future

Individual Tax Preparation

Credentials

License

License Type: CPA – Certified Public Accountant (UT)

License verified on 1/29/2021

Background Check

Joelee Holdaway

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 $200 per month for revenue levels starting at $50,000 up to $770 per month for revenue levels up to $1,000,000. 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.