I reached out to Carol to see if she can help me set up a bookkeeping system to help track business…read moreexpenses, and she took a good 20 minutes to chat with me about how I currently work. With her insightful questions, she quickly helped me diagnose the issue which doesn't have to do with bookkeeping but is really about my needing to diligently enter all my expenditures at the point of transaction. She also walked me through how Quickbooks works and kindly helped me understand my next steps which wasn't to hire her. I can't recommend her enough to folks who do need a bookkeeper!

We have used The Balancing Act for several years. Carol and NIcole are professional, friendly and…read morevery easy to work with. Nicole always responds in a timely manner and is very knowledgeable. We highly recommend them for all your bookkeeping needs. Very reasonable rates also.

Meseret exhibits an exceptional level of professionalism, punctuality, integrity, and thoroughness…read morein her tax services. She is a dependable Certified Public Accountant.

I regret hiring Meseret. I could have calculated my own returns in less time than it took me to…read moreplead with her (unsuccessfully) to fix the ~$5000 in mistakes she made. The problems all started when I found a mistake she made in our returns, which would have cost us $4000: she hadn't claimed an exemption for us even though I told her we qualified for it. She initially refused to discuss over email, forcing me to come in person where she didn't seem to understand what I was saying, and instead inflicted a confusing lecture about how we couldn't claim it (we can). My impression is that she was not familiar with this common exemption. She seemed pridefully unwilling to admit her mistake. After many more emails in which I pled with her to fix this error detailing the exact form and line, with links to the IRS instructions, she changed her story, implying that I must have had undisclosed IRA transactions and was therefore attempting tax fraud. It seemed like she was not aware that IRA contributions can be made retroactively, and that confused her. I finally provided her with detailed month-by-month IRA account statements showing the exact dates of those transactions from a decade ago, and she relented, and recomputed our returns. As a finale performance, she unnecessarily had us claim the full amount of a lifetime exemption (first-time home buyers'), even though we only needed a portion of it. This would have eliminated our ability to use the remainder in future years (costing us maybe $600-$1000 in the future). When I asked her to fix it, she incorrectly claimed that the exemption can only be used for our first house purchase (false), and she stubbornly inflicted another infuriating lecture upon me. I finally decided to quit wasting my time and file the returns myself. I didn't pay her hundreds of dollars to spend hours trying to educate her while she accuses me of fraud and gives misinformed lecture after lecture. Meseret has a lot of good reviews from people who I'd guess haven't ever double-checked her work before - or maybe those people don't actually exist. Please double-check her work, or better yet don't hire her in the first place. It might be a costly and time-consuming mistake.

Judith Schwartz of Bottom Line Bookkeeping has gone out of business, due to a hand injury…read more She had worked for me for many years, but as of a couple months ago was unable to continue due to her physical issue, and apparently she is completely retired now. Best wishes for a happy retirement.

After reading all of the glowing reviews our small firm decided to hire Judith to do our books,…read moreespecially after she informed us that the cost would be about $300/quarter, as opposed to the other person that told us it would be $300/month for their services. Judith required that we supply her with a computer, with a program, with a workspace. So we jumped through hoops, buying her a computer, buying the program and she was to work at my desk. When I asked if she could use my table or the conference room so that I could get some work done, she informed me that it wasn't comfortable and she needed to sit at my desk, so I was not even able to work in my own office. Well the $1200 quoted turned out to be more like the $300/month the other bookkeeper had quoted us. $3000 later, the end of the year came and went with no books provided. We followed up with her and she told us that she was too busy to finish our books in a timely manner. With no other choice, we hired another bookkeeper after the new year. We turned over the files prepared by Judith, assuming they could just finish the books with the data provided, and were informed that there were so many errors, issues and inaccuracies that they had to start all over again. After we had to pay the other bookkeeper $3000 to redo our books, we approached Judith requesting a refund since we couldn't use anything that she prepared and she refused to even speak with us or try to work it out in any way. Despite her tagline, our peace of mind was clearly not her bottom line, I personally found Judith to be extremely unprofessional, regularly cursing and using vulgarities, very entitled, and without integrity. I was extremely disappointed in how she prepared our books and was shocked at how she handled our complaint. We spent almost 3x the amount she quoted us and had absolutely nothing to show for it, needing to scramble in the 11th hour because she couldn't actually deliver. If you are looking for a good bookkeeper, I suggest that you keep looking. I would give negative stars if that was an option.

I called Katherine Meurer on fairly short notice; I needed a mobile notary for my clients at a…read moreprecise time the next day. She called me back within the hour to make the arrangements and arrived promptly at the appointment time. During the brief time we spent together, she was courteous, efficient, friendly, and helpful -- and her rates were MORE than reasonable! I don't need to engage the services of a mobile notary very often, but when I do, I can't imagine anyone I'd call before Katherine.

Notary and bookkeeping may not be the kind of thing that typically inspires a "Woohoo!" but I…read morecannot imagine what anyone could want in a notary/bookkeeper that Katherine doesn't provide, hence, five stars. Whip-smart, lightening-quick, and for icing --- she's funny as hell. (A bonus if your bookkeeping is boring you to tears.) Seriously, a professional you can trust in all matters.

Jesica is extremely knowledgeable, efficient, timely and effective. Tax season is always a…read morestressful time of year for me as a self employed person but she answered all of my questions and helped me through it with ease and confidence. We were on a zoom meeting days after my initial request and done with the entire process in about a week. So grateful to have found her.

Jesica always answered phone calls and clarified any confusions. She also asked me questions to get…read morea clear understanding of our financial situation. She made tax filing easy. She knows her business.

THIS IS A SCAM. THE WORK WAS NOT COMPLETED. I have nothing to show for the thousands of dollars I…read morepaid Serah Blackstone Fredericks. I hired her to do bookkeeping and to train me on QuickBooks. The limited bookkeeping was grossly inaccurate with many, many things miscategorized. She did not provide a Profit & Loss Statement, a Balance Sheet or a Statement of Cash Flow She initially took responsibility for this and offered to provide a partial refund, but now she has ghosted me in the process of negotiating the amount.

Needed to hire someone to come fix the errors, but her assistant did a decent job with the basics…read more If you have a small business without too many transactions, or your books are not complicated they will do a wonderful job for you. More complex issues, or businesses with large payroll or 100s of transactions in a day are most likely beyond the scope of their experience.

I have been working with Elisabeth Valin of Inside Out Accounting for more than 4 years. Her work,…read morekeeping my books accurate and up to date, is just exceptional. Her work is always timely and she or Brion are available in a pinch to answer questions that may come up. I highly recommend this firm.

Inside Out Accounting LLC serves the needs of a small business with large aspirations…read more Inside Out understands the complexities of running a business - large or small - and provides ready solutions for all accounting issues. I have served as an administrator in the business world for over 30 years, coordinating bookkeeping and other functions for a variety of proprietors. Inside Out has out-performed all other accounting/bookkeeping consultants I've worked with. Generosity of spirit plus hard-headed and efficient problem solving are this firm's hallmarks. Reasonable fees and ease of communication are also integral to Inside Out's user-friendly approach.

Beth has been my bookkeeper and business manager for eleven years and I don't know what I would do…read morewithout her! Here are some of the many projects she's helped me with: --Bookkeeping and tax prep for my dog walking and bookkeeping business --Transition from contractors to employees for that business (I currently have 25 employees) --Interviewed and and vetted various consultants needed for the business --Found and applied for loans/grants during early Covid, including two PPP loans that were forgiven --Evaluated payroll software programs and managed switch to PayChex --Helped me establish HR policies and procedures for our staff that are legal and progressive --Helped me get paperwork together to do several real estate transactions. Beth is great. She gets my highest recommendation if you need help with a small business or non-profit.

Beth is fantastic! I'm just starting my business, and I was getting overwhelmed with quickbooks…read more She taught me how to use it properly, set up and understand my profits/losses, categorize each expense, and create a balance sheet. And it only took two meetings. My business isn't big enough to hire a book keeper, but she set me up to be able to continue on my own. After each meeting, my stress melted away. I highly recommend her!