I was a client of Hensley CPA for 7.5 years and paid over $65,000+ in retainer fees. I am leaving…read morethis review because I believe other small business owners deserve to know what to expect before engaging this firm. When I first joined, the experience was genuinely positive. The team was professional, attentive, and made me feel like a valued client. They helped me clean up some earlier bookkeeping issues and I was happy to refer them. For the first few years I had no major complaints. Something changed. Over the last three to four years the relationship deteriorated significantly and I can say with confidence that what I have been paying for has not been what I have been receiving. At $865 per month this is not a minor concern. The core problem is a complete lack of proactiveness. For a busy business owner who is trusting a CPA firm to stay on top of their financial health, that absence can get you into serious trouble. And it did. My written scope of engagement explicitly included quarterly CPA reviews, quarterly tax planning sessions, bi-annual strategy meetings, monthly financial reporting, and year-end officer compensation review. In 7.5 years I had approximately half a dozen conversations with a CPA at this firm. Every single one happened because I initiated it. Not once did anyone at this firm proactively reach out to schedule a review, flag a concern, or initiate a planning conversation. The pattern every quarter was the same. The bookkeeper sent a document checklist. I responded with everything requested. Then silence. No meeting. No planning session. No advisory output of any kind. I raised concerns about the lack of engagement over a year ago. Nothing changed. I am now dealing with the consequences of years of missing advisory guidance, with zero help or support from the firm that was supposed to provide it. Karey, the owner, came across as disengaged and disinterested the last time I requested a call and sought advice. That tone set the standard for the rest of the relationship. Nicole is responsive and communicates, but responsiveness without follow-through or action is not advisory service. Raising a concern and hearing nothing back is not acceptable at this price point. I was charged a premium rate justified by transaction volume despite the fact that nearly all of my transactions are fully automated. A comparable client of this firm paid 25 percent less per month and received more services than I did. I managed payroll, contractor filings, and related costs entirely on my own throughout the engagement on top of the monthly retainer. I formally terminated the engagement in writing. The firm committed to responding by April 17th. It is now April 20th with no response and no acknowledgment of any kind. Lori in bookkeeping was consistent and professional throughout and that is genuinely acknowledged. But bookkeeping alone does not justify this rate or this relationship. If you are a growing small business that needs a proactive CPA partner who will actually show up, flag problems before they become crises, and deliver the advisory services you are paying for, look elsewhere. This firm will wait for you to raise every concern, and by the time you do, it may already be too late.

While the CPA is capable and do their jobs the support of billing is horrendous for a company that…read moreis supposed to keep your book auditable and clean. They take money from your account without sending an invoice. Then keep sending invoice to be paid for other amounts. However the invoice doesn't explain what activity the invoice is for. It had some sort of internal code and a value. I tried to take them to task on a number of occasions to get me clear invoicing. Waste of my time. After a year I still cant get clarity what is included in the $200 dollar quarterly fee. Other than its not "hours" I am not saying they take money not owed, just it is near impossible to understand why and takes many hours of back and forward to get to the bottom of it. Time as a small business owner I can ill afford.

Sudha did a wonderful job helping me with my taxes and corporate paperwork. She is professional and…read morevery reasonably priced. I like how she is very easy to contact and will answer any question in easy layman's terms. I am very happy with her work.

Sudha Periasamy is knowledgeable and very professional. So happy we had her do our taxes this year…read more Her pricing is fair and she took the time to explain everything carefully and help us figure out our best path. She answered all our questions with patience and good advice. And, she worked quickly! Strongly recommend!

Everything. Their platform is easy to use and their communication is incredible. I trust them and…read morerely on them

We have used Swimelar CPA tax preparation services for 12 years now and are very happy with their…read moreservices. They are wonderful to work with and have updated their systems over the recent years to better serve their clients. Knowledgeable, not afraid to tackle issues and look for answers... great support! Friendly, professional and reasonable! Highly recommend!

I have been filing taxes with NMG since the past 2 years. They have been extremely patient and have…read morealways provided great support and quality service, especially for complex tax situations. Thanks NMG, 100% value for money.

Mr. Roy is available with appointment but his associates are always available to answer questions…read moreor help. the online portal to upload and download documents is easy to use. if you have a specific question they will get back to you in timely fashion. you have to be careful though sometimes they don't catch things or update things.

I first contacted Efficient Books in March 2014 and have been working with them ever since. They…read morehelped me establish my business and set me up as limited company with the state. Olga was very informative and helped me understand the basics of bookkeeping, various state and federal tax regulations and due dates involved. As a start up, I initially decided to to take care of all the accounting myself which left barely any time for me to analyze the workings of my business or to seek out new clients to grow my business. Once we started working together I found more time at my disposal to focus my energy on these crucial areas. I am very pleased with the company's quick response, they are very friendly, trustworthy and are determined to exceed your expectations. Efficient books have been integral to the growth and profitability of my business and I highly recommend them.

My husband and I operate several small businesses and recently hired Efficient Books to organize…read moreboth our business and personal QB files. Olga accomplished this in short order, and found areas where we can improve our accounting. She also files payroll, 1099s, and Franchise Tax Reports for us, and she is willing to file our personal and corporate taxes. Her understanding of accounting and timely responses are an ideal solution to our almost decade-long search for our bookkeeping and accounting needs. If you've become exhausted trying to find the "right" bookkeeper, this is your solution. Every one of her references told me before I hired Efficient Books, they don't want anyone else to manage their books--and neither do we.

Let me tell you, the attention to detail is unmatched! Small, medium and large businesses should…read moreuse this HR service. They make sure your business stays out of trouble from being sued, take care of payroll, keep you up to date of regulations, hire and fire employees properly, have trusted sources to provide 401(k) plans. They are ethical, moral and truly care to partner with you to help you with the people in your business. You are likely exposing yourself to lawsuits if you aren't using this company. It's amazing how comprehensive and knowledgeable they are.

From the owner: Excellian was founded to provide customized HR services for every business. For some companies, the…read moreneeds are great and complex. For many others, a few templates and training sessions will do. This is the value of Excellian - companies choose the level of consultative services that is right for them. At Excellian, we provide customized, flexible, HR services to support your business, your people, and your vision. With Excellian you finally have a trusted partner so you can keep your focus on running your business successfully

Accounting has always been an intimidating subject for me. Add to that it's tax season and my…read morepreliminary tax form indicates I owe money and I'm in full on panic mode. I needed help. Serious, professional help. Enter Cornwell Jackson. I reached out by email for a consultation and within a day received a phone call to discuss my questions and concerns. Scott spent a good 30 minutes discussing my situation with me and offering me valuable insight and advice. And after all that, he was honest enough to tell me it would cost me more to get professional help than to make a few changes on my own. I can't express in words how grateful I was for that kind of integrity and honesty. Other tax accountants I spoke to recently wouldn't even listen to me without trying to schedule an appointment that would cost me $200-250/hr. I may not have needed professional help this time around but I know who I will turn to without hesitation when I do. A company with outstanding professionals that really care about helping their clients! Thank you, Cornwell Jackson, for restoring my faith in the accounting world and making everything seem much less scary.

I was told by a CJ group representative, during the initial conference call, that they would…read moreprepare new client particulars and send the package to me via email. Well, I never heard from them again - even after multiple follow-ups. Very unprofessional.