Wendy is not your Typical Business owner. Her generosity and incredible ability to enable…read morebusinesses to flourish is reason enough to utilize her services and partner with her. I Recommend all in need of bookkeeping , Cpa and relative servicing to not only utilize Wendy but to understand she genuinely cares about your success. She's a jewel in the Silicon Valley!

Megan is passionate about Feng Shui and about helping others live a life more in balance. She has…read morestudied the art, and is actively involved in a spiritual practice that takes her regularly to other countries. I heard her speak at a public event, and was fascinated by the topic overall. She seems to be a great combination of naturally intuitive along with years of dedicated learning about her art. She is also extremely friendly, and easy to work with. I highly recommend her. (Aaron in Santa Cruz, CA)

Megan Montero is an expert Feng Shie professional! I have…read morecalled on her multiple times for help with my home and professional spaces. My most recent guidance from Megan was with an office move from Felton to Scotts Valley. Megan checked in with me before the move to let me know what preparation was needed. The day of the consult Megan met me at my new office which was full of furniture and boxes and needed major help! She reviewed the Bagua map with me detailing each part of the office, what it represented, and what objects/colors/shapes would work best there. She helped me execute a plan that would allow for great energy flow, yet was peaceful and harmonious. Megan was very thorough and answered all of my questions. She is clear and calming-the stress just seemed to disappear! She encouraged me to follow up with her and ask any questions as they came up. I was able to get the office set up within a few hours of our consult. My colleagues were so thrilled at the outcome they called Megan for a consult as well for their offices. I can honestly say I truly enjoy coming to work- my office is a joy to be in. My clients and co-workers are always complimenting it and my productivity has gone through the roof! Thank you Megan Montero for your amazing work! I cannot say enough about your expertise, professionalism, and healing abilities. I recommend you to everyone needing these types of services. If you are needing a positive change in your home, office and life call Megan- you will be transformed in such a wonderful way!

We contacted Carla at a time when we didn't know what we were going to do. A year into our business…read moreand a manual bookkeeping system needed to be organized and converted into a legible Quickbooks file (does that even make sense? See why I need Carla?!). Carla came into our disorganized and panicky situation and calmly, efficiently, and professionally organized our books into beautiful, coherent data. We are now wrapping up our second year and Carla has us on track to - wait for it - turn in our taxes to our CPA early! Yes, she can create these kinds of miracles for you, too. In addition to being a Quickbooks wiz, Carla Nespole is also extremely trustworthy, reliable, punctual and smart. Do yourself and your business a favor and reach out to Carla immediately.

I can't believe I am the first to review, but glad to break the ice…read more I've been through a few bookkeeper/Quickbooks specialists, and through no fault of theirs, they just could not help me the way I needed to be helped. As a result my books were a mess and tax-time was a nightmare. Carla instantly "got" that I wasn't ever going to be organized the way most people are organized, and helped me work out a few simple systems that even a creative type like me can live with. She's also the first to really wrap her head around what is going on with my quirky business on a day-to-day basis. She's methodical, prompt, focused, and professional, but at the same time curious and extremely flexible and willing to adapt to how I work. I really, really REALLY appreciate that. We meet monthly, go over the books, and I actually enjoy the process, whereas before (and I am not exaggerating) I would have rather had a root-canal. Seriously. Also, I no longer dread tax-time (well, I do... but a lot less) and have completely released all of my bookkeeping-based anxiety. Ahh!

I'm a doctor & need professional help with critical, creative editing for books and course…read morematerials I've written. Sally's work is clear, clean and precise - she edits my material getting inside my mind & messages and merging them perfectly. I continue working with her!

After just the initial consultation with Jill I felt so seen and validated that I knew she could…read morehelp me find my path. Jill created a safe space where I could release my doubts and fears and discover my innate abilities and strengths. She helped me to define my values and understand my personality type so that I could find a career that aligned well with both. She also helped me to figure out the logistics of pursuing a masters degree with two young children. The tools and resources I received in my sessions with Jill were invaluable and are still serving me today. I learned so much about myself and her guidance and deep understanding of the interplay between interests, personality types, and career goals gave me the confidence I needed to apply for the MLIS program at San Jose State. I just started the program and feel like I'm finally pursuing something that really matters. I know that I will be building a career where I can excel, find purpose, make a difference, and financially support my family. I tell everyone I meet who is unhappy with their current career or in between careers to work with Jill - even just an hour of her time is priceless!

Not only did my work with Jill help me hone in on what career paths might work for me moving…read moreforward, but it also gave me a deeper understanding of what qualities and skills I can offer, and who I authentically am in the world. As a creative INFP person who has had a challenging time finding the right fit with career and life-path, I appreciated that Jill took a really down-to-earth approach and tuned into my specific personality, temperament, and personal history. She's very easy to talk with and also gives practical advice on how to navigate career, education, and job opportunities. I gained a lot of insight into what feels authentic to me as I continue to explore my options. It was a great privilege to be able work with Jill and take time to explore career paths more in depth, something I don't take for granted!

Our organization was in need of a professional bookkeeping. Sandra at SH Bookkeeping was contacted…read moreand she immediately made herself available and assisted us to get our affairs in order. I highly recommend SH Bookkeeping for their top notch service, quick responses, and professionalism!

SH Bookeeping was highly recommended to me be a client. I was hesitant because she isn't local…read more Wow, I'm glad that didn't stop me. It is hard to believe in this day and age there still exists professionals like Sandra. She is extremely knowledgeable and detailed oriented, but she is also quite clever financial and business and tax/legal advisory. My business has grown leap and bounds. My favorite thing ... the thing I appreciate the most, is she goes ABOVE AND BEYOND. I mean really, when is the last time you had a service provider call you to check in. (FYI- VERY reasonable )

I've used TurboTax Online for several years and have always trusted it to get us the right answer…read more This year, after several life changes (getting married, buying a house, etc.) I just didn't believe TurboTax (or didn't want to since it was saying I owed a significant amount). After reading these reviews, my wife and I decided to have Kristin do our taxes in hopes that she could review our taxes and provide tax guidance for future years. Here are the interactions that transpired: 3/23 - My wife contacts Kristin, tells her our situation and sets up an appointment. 3/26 - We meet Kristin at our first appointment. We bring all the paperwork we believe will be needed, and I explain that I've already done our taxes on TurboTax and provide her with the estimates to compare to. At this point, Kristin says she should have our taxes completed by 3/31 at the latest. Given that it's already 3/26, we're elated to find out she'll be able to get it done so quickly. 3/26 - Kristin emails us asking for a few other pieces that she needs to complete our return. We email her back the same night with all the documentation. 4/4 - Having not heard from Kristin, I call the office and leave a message asking what the status of our return is. Jonathan from Kristin's office calls us back saying she's running a little behind and our return should be completed by 4/6. 4/8 - Kristin emails asking for one more piece of information. We had already provided it at the consultation on 3/26; nonetheless, I respond immediately with what she needs. 4/11 - Feeling a sense of urgency with 4/15 looming, I call Kristin's office again to find out if they've completed our return. 4/13 - Jonathan emails us saying our return is almost finished. He says she doesn't want to speed through the return so she'll be filing an extension today and asks for one more piece of information. I get right back to him with the info they need. I still don't know how much I owe and payments are supposed to be submitted with extensions ... 4/15 - Kristin emails our payment vouchers. She then tells me the electronic filing of the extension is failing because of my wife's info. She says she'll try it again and worst case will mail the extension. I have to rush to get the money together and mail a check off to the IRS. Ridiculous. Between 4/15 and 5/28 I called 3 times to figure out if she had completed our return. 3 times! The last time I say we just want our stuff back and I'll file myself. 5/28 - Kristin emails us saying they had problems with their voicemail system. She says she understands our frustration and we're welcome to take our stuff and file through some other means. This whole thing was ridiculous. Why did she take us if she didn't think she could finish. Why did she keep promising it would be done each weekend? Why did they wait until the 15th and make me run around? Why were we the people calling her? Wouldn't she be expected to complete the review in 1.5 months after the filing date? There were no apologies or attempts to rectify the situation. She basically made us spin our wheels for months and didn't provide any service at all. If you can't trust your accountant to be thorough and punctual, how can you trust them to do your taxes? I would never recommend her over TurboTax. Oh and by the way, TurboTax only costs $80.

I am using Kristin's Servies for over 5 years now…read more After a bad experience with my former CPA who's only interest was ripping me off I found Kristin Shaffer and since that I am a loyal client to her. She's a very experienced and professional CPA and with her, all goes smooth. I can only recommend Kristin. For us, she does the bookkeeping, tax roll and of course all the reports and balances. I am very satisfied with her and so will you!

Lodestone Consulting Services and Lara are excellent. Lara provides insightful, helpful and useful…read moreadvice about marketing yourself or your company and easy to use tips on closing sales. I originally contacted her for advice about starting a blog. Within an hour she had sent me a wealth of information about not only getting started as a blogger but about how to promote it and then monetize it. I followed up later for help marketing and promoting another company I am involved with and she again delivered with ideas that we were able to implement immediately. Those new programs delivered new customers right away. She even arranged a radio appearance for my business partner that has driven foot traffic to our retail location. People come in saying, "We heard you on the radio and thought we'd come check you out." What I like most about Lara and Lodestone is that she is straightforward and easy to understand. She tells you straight out what you are doing wrong, respectfully of course, and then follows it with how to do it correctly. She sends you away with action items that you can use right away to improve your business and the results are realized quickly. She knows her stuff and is always ready, willing and able to share her ideas. I highly recommend Lodestone Consulting Services.