I was feeling exasperated, frustrated, and overwhelmed when I finally got in touch with Laurie…read moreRenner. We set an appointment, she was prompt, thorough, friendly and kind enough to get through all of the problems I couldn't get to the bottom of. She did this in a very short amount of time, as well. In the Coachella Valley if, when you need a real Quick Books Professional, Laurie is your person. She'll have you covered, she'll have you back and have your back. Thanks, Laurie.

Experienced, honest, knowledgeable, responsive...these are words that come to mind when I think of…read moreWAC in Palm Desert. Kevin is a GURU with the Non-Profit solution Abila (MIP), Mike's experience with Sage100 (MAS90/200) is amazing and Laurie is an absolute genius with Bookkeeping implementation, procedures & outsourced services. If anything is out of their realm, they partner with only the best & refer out to ensure the client is taken care of quickly with a solution specialist to fit their needs at a price to fit their budget. I refer to their expertise frequently and have never been anything but AMAZED! Thank you guys and keep up the good work.

A wonderful experience , my first visit was epic. The music, food and ambiance were second to none.read more

Mike has been a tremendous help in the process of building my startup. As a new company navigating…read morethe world of business, it's been a big help with Mike guiding me through unknown territory and helping me find solutions to problems I didn't expect. He truly cares about helping me and my company grow, and is available to help in whatever I may need. He also gives me homework to make sure I stay on track, and the results I've seen with just a few meetings is really impressive. I've learned a lot from mike, and feel that my company is headed in the right direction. Thank you Mike!!

As a small business woman I have been approached by numerous business coaches from industry…read morespecific to general business coaching. Marianne is the only one who spoke a language of business I could understand and has the patience to work with me when I struggle. She has a unique way of teaching that enables me to formulate a business built on my dream business, not a one plan fits all platform. Marianne is my coach, my friend, my cheerleader, a living example of how to be successful in business, and she genuinely cares about my success and the success of every person she works with.

I started with Marianne in early 2010 when I was laid off from a job I'd had for 6 years. I just…read moredidn't know where to point myself and needed direction. Being in Seattle myself, I was unsure of how well I would connect to the sessions and classes offered via phone and webinars. However, I have been blown away by the effectiveness even at a distance. I have been a participant in several ongoing series as well as NEVER missing WBMC's Monday Momentum call. I get so much out of it all. My outlook has been up-ended and all for the better. Get involved. See how subtle changes add up to transformation. You will not be sorry. Thank you, Marianne. I will never be sorry I put on my "big girl pants" and called you that day in 2010.

Do yourself a big favor and hire Art to help make your business idea come to life. He has the…read moreknowledge and experience to help you succeed no matter how big or small your company is.

I'm an owner of a local pool company and I called art to help me with my business I was struggling…read morewith my contractors license, converting from a C Corp to an S corp, DBA, taxes he was also very patient and listened to what I had to say the free consultation was more than perfect I had to get the membership so we can sit down once a month to strategize business goals keeping my company moving forward in the right direction art was also partnered up with a tax firm and was able to get an extension filed for me I now have art taking care of my bookkeeping let's just say things are running as they should now and if you have a business you need art on your side this guy will give you the time of the day that you deserve and treat you and your business with the highest level of respect and knowledge thanks art

We had moved to Palm Desert in September 2024 and found this great office when 2025 rolled around…read more I am not sure why it took so long for me to review Jonathan and Associates. Richard and his team took such great care of us while giving us a thoroughly professional experience. The office is very easy to find across from the Palm Desert Library, east of Monterey on Fred Waring. Our prior tax person in another state was not very forthcoming with communication but you will see the value of going with Jonathan and Associates when you meet them because they are welcoming abd helpful to you every step of the way.

Excellent work quality and service.Deborah is smart,focused and extremely diligent in ensuring the…read morehighest quality of accounting and tax work. One of the benefits of an individual practice is the close working relationship Deborah has with her clients,and the dedication she has to take good care of them.This is not just an accounting and tax preparation firm.It is a forward thinking professional firm that gives great guidance and advice. Deborah has surrounded herself with a strong team of professionals,and they work well together in getting out high quality professional work. They do not just do good work,but are continuously assessing coming changes and the impact these will have on clients' businesses and personal affairs As a relatively new client I could not be more delighted with the accounting and tax work they do for me.I was always happy with my previous accounting /tax firm so it was a surprise to find that when I had to change to a more geographically suitable firm that this change resulted in improved the work quality and advice

I used this CPA/tax service after my spouse passed away and I needed help filing a relatively…read moresimple return. Unfortunately, my experience was very disappointing due to lack of transparency. At no point before the work was completed was I told what the fee would be. I was not given a quote, estimate, or engagement agreement to sign beforehand. When I came to pick up my return, I was asked to sign paperwork at the front desk to file my taxes, but there was still no discussion of the total cost or breakdown of services. The CPA did not personally explain anything and remained in his office while staff handled the transaction. I was charged $500, which was much higher than expected for a straightforward return. I would have appreciated clear communication about pricing before any work was started so I could make an informed decision. I'm sharing this so others know to ask for a written fee agreement upfront before using this service.

I want to share my experience so that expectations are clear…read more In my experience, the company attempted to increase charges at closing despite prior verbal discussions about agreed terms. I also found communication to be difficult at times. Phone calls often felt rushed, and responses to emails were delayed or did not come at all. There were several instances where I felt I had to take on much of the work myself, while still being expected to pay the full commission at closing. This left me feeling frustrated and unsupported throughout the process. Based on my personal experience, I would advise others to carefully review all terms in writing and ensure expectations are clearly documented before moving forward.

rick and julie were perfect for the selling of our business. always stayed in touch and helped this…read morefirst time seller all they could. wonderfu; people and great to work with thansk to the both of them jim & helene, pciw