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Hired 40 times
7 years in business
Cash, Credit card, Paypal
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I work with Allie every 2 weeks on my growing business, and she has helped me so much! She is responsive, attentive, and knowledgable in her field. We work on business strategy, financial planning, marketing solutions, and on a more personal level, confidence and managing work-life balance. I already feel more at ease with moving into the next steps with my business knowing that Allie is working through everything with me. I 100% recommend her services!Oct 3, 2019Verified
They are amazing. They gave helped mmt business through a very difficult situation and are helping us run our business better. Love these ladies.Oct 1, 2019Verified
Not a good vibe. Alli initiated the phone call 15 minutes late, so we were rushed in talking. Miscommunications on initial phone call — just not a good vibe. Thanks anyway!!Sep 24, 2019VerifiedThe Business Shoppe's reply
Hi John, All of our initial consultations are done through a teleconference link that you receive in our calendar invite unless otherwise specified. We apologize for the misunderstanding. We understand you were frustrated due to a request for proprietary client information being denied. We draw hard boundaries with our clients and respect the privacy of other clients. We would encourage you to find another consultant as we are certainly not a right fit and wish you the best of luck in your future endeavors.
Helped me feel at ease. Made me relax during hectic time opening my new company.Nov 16, 2017Verified
Summit Business Team offers the best value and quality by extremely professional, courteous staff. I would definitely recommend them to anyone needing more structure and systems implemented in their business, whether the business is still new or has been around for a while.Jun 28, 2017Verified
- What should the customer know about your pricing (e.g., discounts, fees)?For the entrepreneur who needs basic reconciliation and reporting services we have our extremely popular MONTHLY BUSINESS BUNDLES. We build these bundles around the needs of the client and they are FLAT RATE monthly bundles! We offer flat rate bundle and "a la carte" services for growing businesses!
- What is your typical process for working with a new customer?Step 1: FREE Initial Consultation Step 2: Client completes our onboarding form, uploads the requested documents, and gives us access to their books for review. Step 3: Our team reviews the client's file and books. Step 4 : We create a plan for the client's accounts and submit a proposal to the client Step 5: We execute plan and client receives clean financials that help them take their business in to a bright and profitable future!
- What education and/or training do you have that relates to your work?Our head consultant, Allie Corrigan, has over 18 years of financial management experience, starting with working in the Financial Management Office at the US Embassy in Singapore. The Business Shoppe is affiliated with Summit CPA's. Tim Wood is the head CPA at this firm and has over 30 years of accounting and tax filing experience. We have a team of experienced bookkeepers and specialists with years of education in the field of accounting and bookkeeping.