We opened a business in Auburn, CA, a little over a year ago, and it has thrived thanks in many…read moreparts to having Roman as our accountant. Roman has made the entire process easy in every way. He is not only very communicative and easy to get a hold of, he treats his clients like family and goes above and beyond to guide us through all things finance related, and having helped so many different kinds of clients, he has established himself as an expert in his field. Music Labs as a whole highly recommend Roman for all of your CPA services! Thank you Roman!! - Josh Pool | Owner | Music Lab Auburn

From the owner: Tax services firmread more

Great crew, always on it! Wouldn't trust my money with anyone else. Very clear with what they're…read moredoing and no need to worry about correct choices being made.

Garrett (and his team) are an excellent resource for sound advice about your financial health. They…read moreare very responsive, knowledgeable, and have steered us right over the last few years. Garrett helped us develop an strong plan for our retirement and the plan is being executed well. I trust him, his company, and plan to keep them on our financial team until the end. I'm grateful we discovered them!

Couldn't say more about how awesome it has been to have this team in my corner. As a small business…read moreand entrepreneur, I've been my own bottleneck for a long time. When the time came to find a solution for my backend, I didn't just want someone crunching the numbers without getting to know me, my business, and my goals. Enter Holly and her team. Leah H. and Michelle S. are the real deal. I am still early with the team but my business has already flipped from negative margins to the black! And we are on track to have our best year yet! If you are used to wearing every hat for your business, STOP! Don't wait as long as I did to let this rock start team guide you to your goals!

Before moving forward with Sum of All Numbers we interviewed several of their competitors and I'm…read morevery happy with the decision we made to move forward with this group. Their pricing is fair and service is amazing. Working with Sum of All Numbers has been a nice breath of fresh air. Everyone on their team has been a pleasure to work with. We went from poor and slow data to having great KPIs in a web based dashboard called "Fathom" very quickly. Keep up the great leadership work in attracting quality people like you have today, you guys are doing something right.

I highly recommend meeting with Jim and learning how he can help improve your business. In my case,…read moremy business was always busy but still somehow struggling. In only four coaching sessions, my confidence and competence with my business has grown tremendously; the profitability growth is significant and measurable.

Jim and I met at a Folsom Chamber event and I was immediately drawn to his personability and…read morecommunication skills. I signed up for a coaching session with him where he gave me excellent immediate feedback on my communication skills toward my clients, which actually focuses more on my listening and questioning skills in addition to how I make my statements of value to them. I have been able to ask for his advice in how to approach different situations and opportunities that have come my way and has been a great source of calibration of my efforts and encouragement through the normal challenges of new entrepreneurship. His calm demeanor and ability to provide authentic and personal perspective has provided me confidence and energy to keep pressing through challenges and continue my progress.

I went for 3 QuickBooks online training sessions and Genevieve is a pro. Patient, wrote out…read morestep-by-step instructions for me, and kindly balanced Jan - April PayPal statements. I can tell from the ease with which she navigates QuickBooks, her accounting knowledge, and her people skills, she's a real pro. You can feel confident coming here for your accounting needs. Office staff is primo, too.

Well to begin with, she billed me twice last year. Every one makes mistakes. My mistake was…read moreselecting this firm to do my taxes. I've been a customer for years, and yet her office treated me like they had no idea who I was this year. So, yes, we did agree on one thing. This is not the firm for me. Unless you like impersonal, robotic lack of service, this is not the firm for you either. Expensive and impersonal are not qualities to look for in a service organization. May I refer you to H & R Block. That's where I'm going. Genevieve fired me, nah I quit.

April is a gifted coach! She has assisted me with mindset, goals, business planning, client care,…read moreand more! She offers comprehensive life and business coaching, and I highly recommend her services!!

April has helped me tremendously with my focus, production, and my results. She has been my coach…read morefor about 3 years, and my income has doubled. I had two coaches before, and I just couldn't relate to them. She appeals to my logic, and sometimes I can be stubborn, but she patiently keeps working on me, until I get the message. :-) She is a very intelligent woman and she has a terrific memory. Because I respect her as a business person, it matters to me that I am accountable to her, and it has helped me to become a better agent. At this point, I can't imagine her NOT being my coach.

A good lawyer is everything.... - Lew Ashby…read more So we decided that given all the changes we have had that our decades old trust was no longer cutting it, and decided to simply start out fresh. We had poked around our area and none of the local estate firms really seemed to fit our needs. At the suggestion of a good friend we gave the Yee Law Group a call. From beginning to end the experience was excellent. In terms of getting this done we were the ones that lagged a bit and every time we provided or revised something, we heard back in less that one business day. The were friendly and professional at every turn. We headed up to Sacramento and signed the documents with no fuss. Friendly, competent legal services with reasonable pricing? Look no further

I practiced law in Chicago for many years before retiring to Northern California, so when I need a…read morelawyer for help in an area of the law outside my own expertise, I am very particular about who I retain. When my wife and I needed our trusts redone, I researched available law firms specializing in wills and trusts. Yee Law Group stood out during my research, and we are very happy we chose them for this project. At our first meeting with Michael Yee, it was obvious that he was an expert in this area of the law. He confidently answered all of our questions in ways that made his answers clear and understood. He gave us full confidence in every aspect of the professional relationship. Importantly, every communication with his staff was friendly and helpful, and it made us feel as though we were important clients of the firm. Our project is now complete, and it is easy for me to add my own 5-star review to all of the other 5-star reviews earned by Michael's law firm. The professional fee charged was fair, and I highly recommend Yee Law Group for all legal matters relating to wills and trusts.

I rarely write negative reviews, however my experience with Katie's communication was subpar. My…read morecompany requested her assistance with submission of an RFP. She demonstrated a high level of enthusiasm. However after multiple emails and phone messages left over the next two days, there were no returned phone calls or emails. Hopefully my experience was isolated. This is unfortunate, as I had high hopes of utilizing her professional services. Overall I still appreciate our veterans as well as her services to our country.

From the owner: Government Contracting Questions? Leverage can assist you with all aspects Government Contracting…read morewhile fulfilling your DVBE requirements at the same time. Spend your time concentrating on the execution of awarded contracts while we tackle all the obstacles associated with the bidding process. Call today to find out about our other support services and exactly how we can help you grow your business. Do not contact me unless you are a business wanting help with Government Contracts.