Beth has been my bookkeeper and business manager for eleven years and I don't know what I would do…read morewithout her! Here are some of the many projects she's helped me with: --Bookkeeping and tax prep for my dog walking and bookkeeping business --Transition from contractors to employees for that business (I currently have 25 employees) --Interviewed and and vetted various consultants needed for the business --Found and applied for loans/grants during early Covid, including two PPP loans that were forgiven --Evaluated payroll software programs and managed switch to PayChex --Helped me establish HR policies and procedures for our staff that are legal and progressive --Helped me get paperwork together to do several real estate transactions. Beth is great. She gets my highest recommendation if you need help with a small business or non-profit.

Beth is fantastic! I'm just starting my business, and I was getting overwhelmed with quickbooks…read more She taught me how to use it properly, set up and understand my profits/losses, categorize each expense, and create a balance sheet. And it only took two meetings. My business isn't big enough to hire a book keeper, but she set me up to be able to continue on my own. After each meeting, my stress melted away. I highly recommend her!

Was referred to Tony's business and was set up with Cole for an assessment meeting…read more He went over what they offer and if they might be a good fit for me and my business. Cole was easy going, understanding, but most importantly didn't pressure me into signing up by any means which was big for me. Give these guys a shot or at least some time to ask some questions see if they're a good fit, high recommend!

I have no doubt these bros know their stuff, but they definitely don't want to talk to you using…read morebreath and vocal cords. That's what AI is for-- and they employ it liberally. I made the mistake of requesting an appointment. Here's what happens next: Lots of robo-texts and emails. I responded to one and booked an appointment 2 weeks out. I prepped for it. I told my students that I couldn't stick around after class to help them because I had an important call scheduled. I confirmed (by auto text) the appt. again yesterday (it was scheduled for today). But... They flaked about 15 minutes before the scheduled time, then 5 min later I got a friendly text reminder not to miss the appointment, which was a nice touch. I had to laugh at that, at least. The Dude's time is far more valuable than yours. You will find out minutes before your "scheduled" appt when Siri drops you a line.

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!

Judith Schwartz of Bottom Line Bookkeeping has gone out of business, due to a hand injury…read more She had worked for me for many years, but as of a couple months ago was unable to continue due to her physical issue, and apparently she is completely retired now. Best wishes for a happy retirement.

After reading all of the glowing reviews our small firm decided to hire Judith to do our books,…read moreespecially after she informed us that the cost would be about $300/quarter, as opposed to the other person that told us it would be $300/month for their services. Judith required that we supply her with a computer, with a program, with a workspace. So we jumped through hoops, buying her a computer, buying the program and she was to work at my desk. When I asked if she could use my table or the conference room so that I could get some work done, she informed me that it wasn't comfortable and she needed to sit at my desk, so I was not even able to work in my own office. Well the $1200 quoted turned out to be more like the $300/month the other bookkeeper had quoted us. $3000 later, the end of the year came and went with no books provided. We followed up with her and she told us that she was too busy to finish our books in a timely manner. With no other choice, we hired another bookkeeper after the new year. We turned over the files prepared by Judith, assuming they could just finish the books with the data provided, and were informed that there were so many errors, issues and inaccuracies that they had to start all over again. After we had to pay the other bookkeeper $3000 to redo our books, we approached Judith requesting a refund since we couldn't use anything that she prepared and she refused to even speak with us or try to work it out in any way. Despite her tagline, our peace of mind was clearly not her bottom line, I personally found Judith to be extremely unprofessional, regularly cursing and using vulgarities, very entitled, and without integrity. I was extremely disappointed in how she prepared our books and was shocked at how she handled our complaint. We spent almost 3x the amount she quoted us and had absolutely nothing to show for it, needing to scramble in the 11th hour because she couldn't actually deliver. If you are looking for a good bookkeeper, I suggest that you keep looking. I would give negative stars if that was an option.

I can highly recommend B&T Bookkeeping. As a design consultant I really needed a bookkeeper to take…read morethat admin work off my plate and assure that it's being done correctly, and I've been super pleased with their service over the last 9 years. In addition, Brody is a delight to work with -- on top of their accurate and punctual work, he offers solid, accessible business advice that I have found extremely valuable over time as I have grown my business.

I've known Tracy & Brody for many years and they helped us get our payroll setup and maintained it…read morefor several when we hired our very first employee in 2002. I've referred B&T Bookkeeping to friends, family and business associates over the years and always had great feedback on the level of service and care that they provide. If you need a reliable, personable team to handle your books and give you insights, B&T is it!

Glad to see this guy has put a sign up and is open for the rest of you to hire him. He's going to…read moresave you a TON of headaches and the good stuff $$$$ MOOLA I was lucky to find Keith, many years ago. I run my own business and he set me up to create and distribute invoices, collections, and everything that it takes to get my billing done. I mean it was a revelation for me to get everything in order and know where it's all going - and More Importantly - where it's coming in from!! Right. They did my taxes and saved me a bunch of money - and listen, I have an undergrad in accounting with a concentration in taxes (4.0 in this area) but I gotta admit - it is / it was and always will be CONFUSING! (Confucius say use Axis to save yourself aches and pains). Okay, maybe too corny. A HUGE Blessing to have these guys really take the time - be extremely patient (I wouldn't be that patient) and take me through the steps of doing my own day to day accounting. At first they did it for me - and then they weaned me out of it by helping me through the steps numerous times. I wanted to do it after a few years when my business became easier. Point is - Contact Axis with Keith - you will Love this guy. He's too easy to deal with and he has a personality. Some accountants you don't know what they're thinking like it's some kind of mystery. Not so with these guys - straight up, reliable, and get the job done by knowing all the angles. INTEGRITY

My books were a disaster. My previous bookkeeper completely messed all my records up and to be…read morefrank: had no idea what he was doing. I had 55k in uncategorized expenses...what??? And then, the stars aligned. I had previously worked with Keith and Alissa in my past life. They were highly regarded throughout the company and were known to get it done. Keith randomly reached out to me asking if I needed help with my books. I jumped out of my chair and said I needed him 6 months ago!! I would hire him as my CFO if I could afford him (I still plan on doing so when I can ;)). I now actually have books that are properly categorized and inventory that is actually booked properly! It's freaking amazing. I can not recommend this firm more to people that are in need of accounting/bookkeeping services!

Thank you so much for helping me with my business needs snd and my personal taxes…read more I have been working with Tameka's Bookkeeping & Tax Consulting since I opened my business in 2017. I appreciate her helping me and my family over the years. I would recommend her to other businesses owner's as she has helped me. As well as for personal taxes. Especially, since English is not not primary language she has been very patient and supportive. Wilson Richmond Vacuum & Repair Shop

Small Businesses BEWARE. Tameka has terrible communication…read moreand will not respond to emails for weeks on end. She will ignore your emails and then act like unbothered when she finally responds. . Our small business now owes 20k in taxes because she failed to do an adequate job at listing our expenses. Til this day she has not responded to my various emails and has not confirmed filing our taxes from MONTHS ago which will cost us in late fees and interest. Please consider someone else with your taxes.

I had the same accountant/tax preparer for almost 50 years until he retired last year. After…read moreresearching tax preparers near me, I decided on MM Tax Preparers in Pinole. I feel very lucky to have found them. My tax preparer there was Ana Cardona. I was very impressed with the process they have there and especially Ana. She was very precise as well very knowledgeable about tax preparation. I learned things about my tax return that I had never known before. She answered all of my questions as well as going over my finished tax return with much detail. I brought all of the paperwork needed and we went over our tax return, line by line. What was also very impressive, after she entered my information into their tax program, we were able to complete the process right there and was told that our return would be submitted electronically that day. As our yearly tax refund is an important part of our yearly budgeting, to do this process so quickly was very unexpected and helpful. I would feel good about recommending MM Tax Preparers and, especially, Ana.

I normally do my own taxes however I needed a tax amendment and I wasn't sure how to add the…read moreadditional form, so I looked for tax professionals in my area and saw that this one was rated 5.0 so I gave Mauricio a try. I came in for my appointment at 2pm and even though he saw me, he kept talking on the phone for another 20 min!! How RUDE! Finally after waiting on him he called me to his desk but gave me a BUNCH of WRONG information and how I'm going to owe taxes etc when I knew that was incorrect, he proceeded to act like he was in a rush and trying to get rid of me!! I had to open my phone and show him my research on HOW TO FILE THE ADDITIONAL FORM! What's up with that!??? You're supposed to be the tax professional!! After I told him how it should be filed, he said that will be $400 after his employee Daisy had quoted me $300-350 which is still WAY too HIGH! I was SO MAD AND FELT ABSOLUTELY NO CONFIDENCE IN THIS MAN, so I decided to bring my husband with me when it was time to pick up my amended taxes. When Mauricio saw me come in with my husband, he IMMEDIATELY jumped up from his desk even though he was sitting with 2 clients and spoke to me like he was this nice professional!! WOW!! So that's how he treats women huh?!! I paid with my CC and got charged an additional 4% ($14)!! Highway Robbery!! I called later and asked to speak with him (because obviously I wasn't happy with my experience with him) and I was told he still had clients but that he would call me right back. The office closed for the day and I got no call back. So now here is your review Mauricio. You need to do better with your customer service and read up on what you should already know! Lastly stop trying to cheat people out of their money! After this horrible experience, I DO NOT RECOMMEND THIS PLACE!