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    Phuong La, EA

    5.0 (10 reviews)
    Closed 10:00 am - 3:00 pm

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    Response time

    6 hours

    Response rate

    100%

    Services - Phuong La, EA

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    4 months ago

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    5 months ago

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    Phuong L.

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    2 years ago

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    2 years ago

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    2 years ago

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    1 year ago

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    2 years ago

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    2 years ago

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    Review Highlights - Phuong La, EA

    I then contacted David who clearly explained my situation and actions needed to resolve my issues.

    Mentioned in 3 reviews

    Read more highlights

    Keeping Your Balance

    Keeping Your Balance

    4.4
    (42 reviews)

    Our company worked with KYB a while ago and while our professional relationship has technically…read morebeen over for a few years now, the benefit of having used them in our early years just keeps on giving. We started out as a boostrapped startup in SF- no easy feat! We had just enough revenue to pay ourselves with not much surplus, and not much demand for an accounting person. We used KYB a few hours a week doing payroll, A/P, and A/R. They were even kind enough to let us use their office as an official mailing address until our company had a physical office. As we grew, KYB was able to grow with us. A few hours per week turned into many hours per week and another kind, professional, and responsive KYB staffer. Eventually we outgrew KYB and brought finances in-house. The transition was graceful and they were very helpful with residual questions. We now pull in over $25MM in revenue a year and have three full time, in house finance people. The best part is this: Last month, we underwent an IRS audit of our 2010 financials (a year we were still with KYB), and just received a 'no change' report- a clean audit! I will be forever grateful to this awesome, competent, and patient set of individuals.

    Oh Yelp, I knew it would happen eventually. I mean, I go to Yelp for recommendations on everything,…read moreso why not for a book keeper for my business? KYB was very highly rated and I thought I had found my solution. Boy was I wrong.... Maybe it's because I used Becky and KYB for book keeping rather than tax prep, but my experience here was most certainly NOT 5 star. Becky seemed great when I met for my initial consult, but from then on, my books were handled by an assistant, rather than Becky herself. First mistake. Then aformentioned assistant racks up huge amounts of hours without warning me and when I confronted her about it, she BLAMED ME. Now, I have been in customer service for many, many years and rule numero uno is that you never blame the freaking customer!!! Especially when I was politely asking her why my bill had quadruped with no notice. She explains that the extra time has come from me not giving her certain info that she has had to manually figure out, hence the extra time. Fair enough. From that point on, I get her the info she asks for - organize it beautifully and send it to her on time. And yet, nothing changes. She continues to bill me the maximum amount of hours she can on my account despite my efforts to make things more efficient. When I asked her and Becky about it, the response was basically that I should just get over it and expect to keep paying that amount, though there was absolutely NO evidence of her assistant doing the amount of work those bills required. There were also mistakes with them sending me other clients invoices, lost packets of my own info that never turned up and I never received ONE financial report for my business! Do yourself a favor - if you are a small biz owner like me, STAY AWAY. There are plenty of other options out there. I have a great book keeper now if you need a referral...... UPDATE: So mysteriously after my post there are several new reviews extolling the virtues of how great this place is.....all from new users with only ONE review: on KYB Bookeeping! How ironic. Look, no matter how many cheesy great reviews their friends may post, it still not going to keep them from sucking. San Francisco has TONS more bookeepers that will do a WAY better job - trust. UPDATE 2: Due to the overwhelming response by other Yelpers asking for a reference, my new book keeper is booked solid! If you want a reference, I'll see what I can do.......

    Phuong La, EA - taxservices - Updated July 2026

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