It is a pleasure to work with Flatiron Advisors. The staff is friendly, knowledgeable, patient, and…read moreefficient. They add a distinctly human touch to what is ordinarily an impersonal and objectifying process.

I had a good experience with Flatirons Advisors in 2024, but I'm updating my review because my 2025…read moreexperience was very negative and I can no longer recommend them. I have complicated crypto taxes and did my best to communicate this from the start, including a 45-minute call with Steve specifically about my crypto taxes before my 2024 return was filed. I made clear that the documents I sent, including a Schedule 1, were generated by my crypto tax software. In 2025, I discovered that the Schedule 1 income I provided had been left off my 2024 return. Steve never asked me what it was, never requested supporting documentation, and never told me he was omitting it. He simply left it off silently. When I raised it, he claimed he hadn't known I had complicated crypto taxes, which I believe is false and I have messages with the firm showing we discussed it. He also declined to prepare my 2025 return due to the crypto complexity, leaving me to find a new preparer on short notice. When I requested a refund of my 2024 prep fee, he refused unless I provided evidence of the income's source. While compiling that, I found that a mistake in my tax software had overstated the figure, and that the corrected amount was lower. I decided the refund wasn't worth pursuing, and I'm having the amendment handled by another firm. Steve was right to question the number. But the professional response was to ask for documentation before filing, not to silently drop income off a return without a word to the client. At no point did he acknowledge any mistake or take any accountability. In my opinion, that handling was not what a client should expect from a tax preparer, and based on my experience, I can't recommend them.

Michelle is smart, supportive and very professional. I highly recommend her for her energy and…read moreintegrity! Brenda Garrison UnruffledMind LLC

Two years ago I thought I needed a large website. I purchased one and was paying $299 each month…read morefor the site. I spoke with Michelle about designing a more efficient and effective website. After our conversation, I realized that no one was taking the time to read the old site. Now, with Michelle's assistance, the new website is very clean and to the point. Within the first two days of going live, I had six new clients. One caller said he decided on my program over other schools because of the website. Michelle is a delight to work with. She not only developed a site that is working well, but is very cost effective. I recommend her highly. Thank you MIchelle, Tom Harris Strategic Driving School

Very energetic and sincere presenter. Lots of great ideas, whether one chooses to continue working…read morewith her in the future or not. Also a wonderful opportunity to network with other coaches. I'm glad I took the time! One thought might be to see if ICF would grant CCEU Resource Hours for the seminar... I'll bet they would if asked!

Working with Tommi was just what I needed…read more She has great models and approaches that really good for coaches who want to grow. She is classy and smart and helped me to move into areas where I was holding back. Check out one of her webinars.

Working with BSM has been a great decision. They're easy to work with, client-forward, and create…read morerewarding results. The work they produce is high-quality, professional, and greatly benefits my business. Highly recommend.

I had reached out to BSM in March of 2023. After having a meeting with Chris and Daniel, I paid…read morethe requested first and last month payments to begin work on the SEO of my website. With their program, the first moth was spent auditing the current site, the second month was to fix any issues found and develop a strategy to move forward. The next four months involved developing a grand total of (2) webpages (both identical except for content). In 6 months they had charged me $16,000 for that work. When asked why work was going so slow, Chris and Daniel both admitted work wasn't being done on a prompt basis but would only supply vague apologies. In September I made my last payment; expecting one more month of work since I paid first and last month at the start. No work was ever done on the last month - that last months' payment should be returned! From the total $16,000 and 6 months of being in charge of the SEO - I cannot say that any new traffic was generated. They had said repeatedly that any results are 3 months away (repeatedly). So now that four months have gone by, I am positive they oversold and underperformed. They were the worst mistake of 2022. I would highly advise NOT giving this company your money!

Paul Mueller and staff have been amazing to work with - diligence, competence, honesty. So highly…read morerecommend them! AND, they steered me toward QuickBooks online. All I can say is WOW....the hours of work this saves me in terms of tedious things it now does for me, for no mistakes, payroll taxes computed/paid/reported for me. Clean records that do not need to be compared with an outside person doing quarterly reports anymore. Had I known I would have done this so much sooner! Add to that that Mueller and crew can jump in and help me without my sending an accountant's file. No more backups, loading software updates. This is one of those AMAZING things that are so few in life - what you get is so much better than you can imagine and so worth the $!

From the owner: Our Why We have fun…read moresharing our expertise with our clients, within our community and among ourselves so that everyone achieves more than anyone thought possible. We live our Why by providing business strategy & consulting, entity selection, tax consulting, QuickBooks setup & support and Outsourced Accounting.