I highly recommend Cathy's "Get down to business consulting."…read moreThank you for navigating me through the details of marketing my private practice and development. With your help from your "Starting your private practice- Nuts and Bolts," I feel very confident.

I had the pleasure of taking Cathy's workshop on how to build a private practice. For anyone…read moreinterested in going into private practice, I cannot recommend this class enough. You will leave with a solid understanding of what is needed to start a successful business, tons of resources, and even a comprehensive checklist. Cathy is a super warm, funny, authentic, and knowledgeable instructor. She also graciously answered every one of my 3,000+ questions. She is available for 1:1 consulting which I imagine would be quite beneficial for any provider that needs support with marketing and web design.

Only had the free intro call with Stuart at West & Associates, and it was super informative and he…read morewas very helpful. He offered valuable insight and advice, and that was all on an intro call. I could only imagine how much value he's provide during an ongoing engagement.

I reached out to ask for a receipt from this law firm for services, they gave me the runaround, the…read moreidiot comptroller started talking over me to let me know it "would take too much time" to pull up a receipt, and they would not help. Seriously? What law firm does not keep records that can be pulled up for a client . . . that says it ALL. Do not use this firm.

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.

Are you a professional who wants to increase your profit? I have the solution for you in the form…read moreof Crystal Shanks of Run Right Consulting. Crystal is a numbers-driven CEO and Business Coach. Crystal brings 15 years of experience, sharp tech skills, and a talent for getting to the root of the problem and building systems that work. Crystal coaches businesses and executives to generate substantial revenues and maximize profit. Crystal has experience with law firms, real estate, doctors, insurance, restaurants & bars, coaches, and CPA's. If you need a coach who can help you get things to run right, think of Crystal Shanks of Run Right Consulting.

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!

Steven is an actual gem to work with! I just started a small nail business last year and Steven's…read moresupport made a big difference in getting my finances organized as I started growing. He is super patient, professional, and supportive throughout the entire process and helped clean everything up, created a clear system for tracking income and expenses, and made tax season way less stressful. I hope to continue to work with him as long as he'll have me !

Steven was a huge help when we were trying to get our books cleaned up and ready for tax time. He…read moretook the time to understand our business, explained what needed to be fixed, and made the whole process feel much more organized and manageable.

I've been using SFBay Financial bookkeeping services since 2018. I previously had a bookkeeper…read morewho made mistakes and was not knowledgable in my specified industry. A fellow business owner recommended SFBay and right from our initial meeting, i was put at ease and trusted I was getting into a partnership with a firm that was well versed in restaurants and bars and that all of my needs were being met. They have a great team! If you are looking for bookkeeper's who will take care of you and your business, reach out to them stat!

What can I say about SF Bay and particularly, Anne-Marie? She's wonderful-- truly a calm, assuring,…read moreknowledgeable, even Zen presence in my life. Side note- to be Zen when you are talking money is quite a feat!! The company as a whole has been professional, super easy to deal with and very helpful. I'm so glad I found them! Highly recommended!

DeMar Consulting Group got back with me right away and set me up with one of their…read moreconsultants/advisors. The associate was very knowledgeable, professional, and answered all of my questions regarding retirement investments, income, tax, social security, and which type of investment works best for which situation. Glad I talked to them. It'll save me thousands in taxes doing things the right way and I'm the right timing. I recommend them for your investment, retirement, social security and tax consultant needs.

I hired DeMar Consulting Group for accounting and bookkeeping services (Service Requested)…read more Overall, the work was completed, but the process was not as smooth as I expected. The quality of the consultation was average: I received answers to basic questions, but for more specific issues I had to follow up several times. Deadlines were met, but the response time to messages was sometimes slow. The cost of services felt a bit high compared to the level of support provided. In the end, I would describe the experience as just "okay," but not excellent. The company could improve by providing faster communication and clearer explanations of the details.

My books were resurrected from the dead and neglected. Blythe came, conducted a thorough interview…read moreto really try to understand my small but complicated venture, forced me to supply and organize all kinds of important historical docs, set up a brand new streamlined bookkeeping flow, and most importantly got my quickbooks to a point where I can actually open it and obtain actionable information. She will make you do your homework. But it will be worth it.

Blythe IS THE SMALL BUSINESS MAVEN!!! For those of you who are great at creating business and doing…read moredeals and making things happen, but whose brains do not do well with the minutiae of managing your accounts, receipts, subscriptions and bills (but also don't know who to trust to help you with this), Blythe will come to the rescue. Having previously hired a bookkeeper who gave me tasks to complete then ignored me if I did not do them (and was happy to take a fee anyway), Blythe comes as a refreshing antidote. Blythe will figure out what YOU need to get the job done, and she will support you with patience and without judgment. She will clean up any messes, put systems in place, and look at ways to streamline. She has a special gift for working with small business owners who are in growth mode, and she will help you in the here and now as well as help you plan for the future. She also really CARES, has the highest integrity and wants to see you thrive and succeed! She takes her fiduciary role as seriously as I take mine, and I have tremendous respect for her work ethic and humanity. If she has time in her schedule for you, take advantage it! She will save you time and money, and she will help you get more of your life back.