If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
We are Quickbooks Pro Advisors and Xero Certified Advisors. We make sure your numbers and financials are up to speed and running smoothly. Getting those in line is critical to objectively measure performance and track progress. We get that right first. You need an accurate picture of where you are before seeing where you should go.
I can step into a seemingly convoluted situation, help make sense of it, find the few key leverage points that will drive greater results, work with the client to generate a robust strategy, pull together an implementation plan, and coach them through the execution of it.
I listen carefully. My clients know a lot more than they think they do. My job is to help them surface the hidden business and human capital they have, and then use it to drive bottom line results.
I enjoy seeing my clients break through and get to the next level in sales and profit. The light goes on inside their head. They feel empowered to make great decisions, and determine their strategic direction.
Tired of “Silo Mentality?” A business is an interconnected system within itself, and also with the outside world. Sometimes decisions are made without considering their impact on those systems, and the people within them. Because of this, a good local decision can adversely affect the flow and profitability of the overall business. When we align people and measures, and use systemic thinking, we empower people with the ability to make great decisions that also contribute positively to the bottom line.
Overview
Hired 22 times
Serves Vancouver, WA
Background checked
5 employees
41 years in business
Business hours
SunClosedMon8:00 am - 5:00 pm
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Credit card, and PayPal.
Services offered
Accounting needs
Entity type
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Great 4.8
11 reviews
5
91%
4
0%
3
9%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Eric T.
Jul 15, 2016
•
Hired on Thumbtack
Mario was great to work with. He found many mistakes on how I have set up my taxes and registering my business. I am confident he will significantly reduce the sting out of tax time.
Accounting
Aubry J.
Jul 24, 2014
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Hired on Thumbtack
Mario has been so helpful to our small businesses. He's reasonably priced and very attentive. His demeanor is thoughtful and straightforward which helps us communicate. Not only has he helped us organize but he also advocates for our us when necessary. He is really teaching us the tools we need for organization and success. I would strongly recommend him.
Business Consulting
Keri A.
Aug 15, 2022
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Hired on Thumbtack
Update: Mario reached out to explain that life circumstances got in the way of his follow-up and he'd follow up with me later. Original: I had an initial consult that went seemingly well. He demonstrated clear knowledge of the business. I was advised to send a copy of my last year's taxes so he could review and offer input. I sent three emails for follow-up and even called back. There was no response. It would be easier to be told he doesn't want your business (or think it is the right fit) than to avoid the individual after a phone consultation.
Accounting
William T.
Jan 12, 2022
•
Hired on Thumbtack
A very professional accountant who is responsive and attentive to my needs. Would definitely recommend!
Accounting
Roy S.
Mar 18, 2017
We strongly recommend Mario and his business if you are looking for accounting services and most importantly; business coaching. He is very knowledgeable, caring and helpful. Our business is much more focused and is experiencing growth as a result of Mario's consulting. Thank you!
Credentials
Background Check
Mario Raia
FAQs
What is your typical process for working with a new customer?
It Starts with a Complete Business Assessment:
Financial Assessment – comparative analysis to like sized companies
Employee Workplace Assessment – shows you the cultural areas that may be putting stress on your business and holding back growth
Customer Assessment – shows how customers have positioned your business
Brand Assessment – determines if you have meaningful brand equity
Leadership Assessment – gives you insight to leverage your strengths
Market Valuation – provides a current market value for your business
Typical Results that come from the assessment:
Quickly get to the heart of issues holding back your business
Understand your market position in the minds of your customers
Learn how “satisfying¨ your workplace is for your most important asset – your people
Uncover and leverage management strengths
Quickly develop growth and profit strategies that work
It Continues with a Comprehensive Plan:
Exit Planning – Planning for eventual retirement from the business
Financial Goals – Planning compensation and owner ROI
Personal Goals – lifestyle quality and balance
Business Objectives – Qualitative targets for the business and its people
Market Opportunities – Defining and assessing business expansion
Business Acceleration and Ongoing Coaching:
Keeping the leadership team focused and on-track toward their destination
Creating the messaging to engage all stakeholder (customers, providers, etc)
Designing the organization’s scorecard to track progress and create accountability
Organizational design to make sure the right people are in the right seats on the bus
What education and/or training do you have that relates to your work?
Master Degree in Accountancy
Bachelor of Science Degree in Accountancy
Quickbooks Pro Advisor
Xero Certified Advisor
WorkflowMAX Certified Advisor
Certification in Production, Logistics and Supply Chain Management
Certification in Project Management
Major account sales trainer
SPIN Selling Trained
Jonah Trained with the Goldratt Institute
How did you get started doing this type of work?
I started my career as a Certified Public Accountant working with Ernst and Young. I transitioned to a regional firm, then started my own CPA practice. After selling that I transitioned into management development work and process flow improvement.
