Had a great experience with Nima Sadati purchasing an existing restaurant. She is very…read moreknowledgeable and professional. The process isn't super easy and she was amazingly helpful along the way. I hope to use her services when I sell one of my other restaurants. Top notch!

I highly recommend the Liberty team as advisors. Specifically, our agent Nima was great, and she…read morecould guide us through the business buying process and provide a detailed analysis of market trends. She was always available and patient, even on the weekends, and answered our calls all the time.

So I began my journey with Contractors Coach in October of '23. I had been in the remodeling…read morebusiness for 9 years and it seemed to continue to get worse. 250k in debt with a secondary lender at 20 plus percent, consistently not being able to pay my company bills on time, barely making payroll week to week, it was ugly and getting worse by the month. I knew I needed help but how the heck was I able to afford it and what did they know that I didn't after all these years in business?? But I was at the end of my business rope and getting worse so I took a gamble and called Contractors Coach. After an interview describing my issues they set me up with Tom Pearson and honestly, it changed my business life (which changed my personal life). Today is May 29, 2024 and everything has changed. I have paid my (I kid you NOT) secondary note off, have gone from negative financial numbers to a gross profit of 30%, total expenses under 14%, and a net income of over 15%. Here's a tip, if you don't understand what these numbers mean (like I didn't 6 months ago) you will continue to struggle. Among other things, Tom taught me to read my financials which helped me understand what was wrong and what was right. He immediately identified a flaw in my estimating process then week after week we tutored the financials until I could understand where my money was going and how to make the numbers work. There is no quick fix when you are in as deep as I was. But having an understanding of how to climb out of the hole and the patience to put in the right financial practices over the course of only 6 months is absolutely remarkable. Kind, witty, knowledgeable, non-judgmental, he's a wonderful balance to get you on the right road. But I have to say there is ONE huge issue with the guy, sadly, he's a 49ers fan. Thankfully I was able to overlook that fault and focus on his lessons and it changed me. God Bless you Tom Pearson. Go Lions!

I'm Loren Dougherty, the owner of Alpha Alarm & Audio, Inc. We have been in business for over 20…read moreyears. About a year ago I was struggling because my business did not have systems and there was no coherent culture in the business. When I met with the coaches at The Contractors Coach I felt they were really interested in helping me. During the coaching sessions we addressed the problems quickly. I learned how to create an effective company culture, and it helped weed out some people who were really bad employees. Our workflow is way better now, we are more efficient, and our profits are definitely up. We are twice as profitable on each job as we were a year ago. Now I'm confident we can double the size of our company over the next two years. And if you are considering growing your business - "You'd be stupid not to work with them." Loren Dougherty Owner, Alpha Alarm & Audio, Inc. Vacaville, CA

David has been a phenomenal resource as I have embarked on building an Executive Coaching business…read more Lots of very positive energy, helpful suggestions and strategic framing on business development and marketing. I highly recommend David for support in framing out a new business idea and ensuring that you are focusing on the right things at the start. Five stars all the way!

I called David today, after going through a rough patch yesterday when my small business was…read moretemporarily banned from Mailchimp. I realized it was time for some outside assistance. I can't rely 100% on my own limited experience. David Mitroff (the man in the picture) was extremely generous with his time over the phone. I told him abt a potentially risky sales contract I was considering. He took at least 20 minutes to go over with me how I can mitigate that risk and what I should do to prepare for negotiation. He did not have to do that. But he wanted to make sure I didn't get scr3w3d over. He didn't want to see me fail. For that reason, Piedmont Avenue will be the first place I come to once I'm ready for a deeper strategic conversation and more hands-on assistance. Will update once I have more to say. Thanks David!

I had such a fantastic experience working with Coach Crystal. She helped me grow and become a…read morebusiness woman I am today. She offers practical steps that will help you reach your goals and also hold you accountable. She is very prompt, returns email in a matter of hours. You will always learn something new on every session with her. Crystal is an amazing person overall and it's been such a pleasure having her in my corner as a business coach. Every business person should have at least a few months worth of business consultation with Crystal. I highly recommend working with Coach Crystal and Run Right Consulting.

I referred Crystal and her company, Run Right Business Consulting to one of my 30+ year clients…read more She has done an amazing job, helping them focus and respond to the changing business landscape. I believe a referral to someone is paramount to one's own business, as it is for the person whom is receiving the expertise of the person being referred. Trust is what keeps a 30+ year client, and Crystal and her team made that on going relationship possible.

Mr Rose is an exceptionally easy lawyer to work with and he makes every interaction feel safe and…read morecomfortable. He is a great straightforward advocate for his clients. We have dear family friends who used his services to guide the mom through an extremely acrimonious divorce process. The spouse was not only a bully but also abusive. Mr Rose carefully guided our friend through this painful journey in just 4 months after she had spent almost 2-3 years trying to get her divorce. Mr Rose is also one of the few experienced attorneys in Contra Costa County who is bilingual. I highly recommend his services.

I'm writing as the parent of a client who need it help with a family matter the , communication…read moreprofessionalism knowledge compassion work ethics , honesty and empathy during this difficult and challenging time was incredible , I saw how supported and informed my daughter was by Attorney Richard Rose this process I it's been challenging to say the least but I would confidently say that Attorney Richard Rose has been there in every step of the way , I definitely recommend Him to families that are going through similar situations.. He is the best

Christoph has been my coach for the past few months & the positive impact his suggestions have made…read moreon my company are long-lasting. He helps me look at my personal practices and the practices of my office staff. He helps me identify areas of growth potential that were in my blind-spot and take actions that I may have shied away from. I highly recommend Christoph.

Christoph is dedicated to helping his clients achieve their goals and dreams and he brings a wealth…read moreof knowledge and resources to help his clients get unstuck and soar. He will be your greatest fan as he helps you gain clarity. He will assist you in removing all the obstacles that are preventing you from realizing your goals and dreams.

I have a small business and rental properties, living trusts and other investments, and have been…read moredoing business with Mr. Elsberg et. al for many years. This is a fine firm of competent, honest professionals who have offered up excellent advice, and have saved me thousands in taxes. I would recommend this firm to anyone with tax and/or related business needs.

From the owner: Elsberg & Garrett, LLP is doing its part to revitalize businesses in the greater San Francisco Bay…read moreArea. A full-service CPA firm, we specialize in guiding closely held business entities through every stage of development and through every stage of the U.S. business cycle. Located in Walnut Creek, California, our firm has experienced organic growth over the past 20 years, thanks to our loyal clients. They have responded to quality, attentive service by forging long-term partnerships with us and by referring us to their expanding network of friends, family and business associates. As a result, we provide a full spectrum of accounting, tax and business consulting services to individuals and businesses across a wide range of industries. Our client list spans from entrepreneurs and high-tech startups to established medical practices and research and development companies. We always take into consideration each client's unique and challenging financial issues. With in-depth experience serving closely held entities, we also understand the importance of evaluating those financial issues against the potential ramifications on both the business and the individual. In all cases, our clients rest assured that we will provide them with innovative yet practical solutions to their financial challenges.

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.