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

10 years in business

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Top Pro status

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2018

2017

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Reviews

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

Exceptional 5.0

14 reviews

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Read reviews that mention:

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.

Jodi E.

Apr 21, 2020

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Hired on Thumbtack

Joelee is very responsive. She was available for each and every question we had. She was also very patient and understanding. Great with deadlines. She also taught us how to reconcile on QB online. Thanks Joelee

Accounting

David L.

Feb 24, 2017

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Hired on Thumbtack

Tax preparation went very smoothly and was well worth the price to not have to worry about doing it myself. The program Joelee used to prepare our taxes was very informative and organized very well. All of our questions were answered. No problems at all.

Individual Tax Preparation

Hailey S.

Apr 5, 2017

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Hired on Thumbtack

Joelee answered any and all questions I had. She was flexible, and made time for me, and I received very timely responses. I Definitely will be coming to her in the future, and would recommend her for any tax needs!

Individual Tax Preparation

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.