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Jofi helped me sort out a lot of small details and create a financial plan that is feasible and smart. Thank you!
As a new business start up I needed a CPA firm to help set up my books and handle my IRS filings, and I was referred OH Partners CPA. They did an excellent job in setting up and my books and bringing my taxes up to date in a very timely manner. I have had very easy access to them and they return my calls promptly and communicate in a courteous manner. They have also been very helpful in working with my bank to meet my financial reporting requirements by providing accurate financial statements to the bank for my line of credit.
Dan has been a godsend to my business. He has prepared my financials, completed my business taxes and started managing my payroll. Beyond accounting and book keeping services - Dan has become a sounding board for many of my business financial decisions. I have already referred a friend to his company, I would not hesitate to recommend him to other business owners.
We needed our personal and business taxes completed. Serena of Fi-Tec Business Solutions is a wonderful fit for my family and our business. Serena is professional, prompt and the interview process was a snap. Serena is knowledgeable and a delight to work with. I look forward to a long and healthy relationship. Thanks Thumbtack!
Karan is a consummate professional who seeks to provide good value services to his clients. I am glad I found him and plan to continue to employ him to do my taxes and other financial services.
JKooper aims to please. Whether you are in need of consultations, tax preparation, and taxes files you never have to worry. Your documents are prepared correctly and in a timely manner. JKooper wlecomes all inquiries with precise feedback. With more than 10 years of exprience, I only prefer JKooper financial Services, my taxes are always done to perfection. Thank you. Your company is excellent! And your customer service is exceptional.
Working with Tom has been a great experience. He's helping me with financial advice/planning, debt management and retirement planning. Highly recommended!
be happier with the services Edge Financial & Management has provided me. I hired this company in March to reconcile my books, because they were sub par at best... and honestly a complete nightmare from the last accountant. I can't say enough about the professionalism and the attention to detail this firm provides. They're responses to my inquires and concerns have been outstanding. I plan to use this firm to help keep my book organized moving forward. If you want a company that really pays attention to detail, and is looking out for your best interest give them a call!
Balanced Financial Solutions was very knowledgeable, prepared my tax return quickly, and charged a reasonable price. I wouldn't hesitate to use them again!
I always do my financials with Ghion tax and their accuracy and professionalism put them in my first choice. Keep the good work
I recently hired Luramon Jean Pierre, CPA, CMA to assist me with a variety of projects related to financial projections for my business start-up as well as completion and filing of my taxes. Mr. Pierres quality of work and customer service and satisfaction is ranked well above average. He is very knowledgeable and professional and he made sure that at each step and through each project, he understood my whole financial picture and was able to provide a detailed explanation of each process and the reasoning to support the explanations. He is very passionate about what he does and it is reflected in the projects that he produces. Mr. Pierre removed the high anxiety level that existed due to my anticipation of my personal tax outcome and how my financial projections for presentation of my business to lenders. He is very patient and flexible and takes his time to understand his customer needs. I would recommend Luramon Jean Pierre, CPA, CMA to anyone and everyone seeking the assistance of an extraordinary professional who handles financial situations with great ease on a personal or business level. Mr. Pierre transformed my vision and a complex tax situation into something that I can manage. I give Luramon Jean Pierre, CPA, CMA *****5 stars for his work ethic and his whole approach to his customers and meeting their needs. Dr. RD
Alton’s experience and advice greatly helped us to undersntand the impact of our current financial decisions. He guided my fiancé and I through making necessary and beneficial changes so that we could feel more secure about our financial future. We enjoyed talking to him and found his demeanor to be personable yet very professional.
I am a single mom taking care of two kids and a parent who had a stroke. It was nice being able to work with some to get my financial house in order. Glenn was able to help me work though some planning issues like the end of life concerns I had for my mom. He also helped me prioritize what I needed to focus on for me and my children.
I and my family are completely satisfied with the financial guidance given by Nick Wilson. His knowledge is sound and he offers advice that is sensible and clear. Our association with Mr. Wilson afforded us the individual direction we had not received from any other financial agent or organization. He is someone you can trust to get you through the murky waters of planning for a secure future and retirement. JA
Amazing company highly recommend
Business Help, Inc. provides thorough, knowledgeable and detail oriented bookkeeping and accounting services. While they have recently downsized staffing, the owner, James Landfield has taken over much of the direct service for my agency. Despite the decrease in staffing capacity, he as been able to maintain deadlines and work collaboratively with myself and my staff, both on-site and off-site.
We do much phone talking which is better than emailing all the time especially what has been going on this past year
I am dedicated, efficient and an accurate with figures. I am loyal to my customers.
Custom Financial Blueprint has more than a decade of experience providing exceptional, personalized financial solutions to individuals, families, and business owners to help them reach their goals.
I & R Financial Services is capable of helping you navigate complex federal and state tax laws, establishing financial systems and safeguards and ultimately achieving your organizational goals. I & R Financial Services will complete a small amount of work at your office and the bulk of the work off-site. All on-site appointments are booked by the half day or full day to accommodate both you and the bookkeeper. You are assigned a certified QuickBooks ProAdvisor who is supported by a finance and administrative team to provide the following services: 1. The Engagement Service: All new clients must begin with this service, so that we can assess your needs and have clarity about the list of tasks and who is to do each task. 2. Simplicity Bookkeeping: By committing to a minimum service per month, our regular clients are guaranteed general bookkeeping, payroll processing, company banking and accounts receivable and payable management. 3. Intricate Bookkeeping: Once we have provided the engagement service on your organization and determined what your system requirements are, our certified QuickBooks ProAdvisor will complete the design, implement the set up, get your data up-to-date, and/or do any cleanup needed. 4. Premium Bookkeeping: Once your bookkeeping systems are consistently providing timely, accurate figures about your business behavior, we can help develop next-level tools to quantify your plans, evaluate your performance and see how you compare to other companies in your industry. 5. Consultation and Tune-Up: Some businesses do not need bookkeeping monthly and call us every other month, quarterly, or as needed to get them up-to-date and provide a tune-up service. A tune-up is a smart and affordable way to get a handle on your business finances. This service is ideal for clients who have their own staff available to create and code transactions but who want a second set of expert eyes to check books monthly against the bank statements to ensure balances are correct and to review basic reports for potential errors. 6. Other Services: This includes clerical and data entry services as well as 1099 service, tax and audit preparations.
Educates and provides plan in their financial goal