I can't say enough great things about the team at Fulwiler & Brasket! After working with a former…read moreCPA who was never available to answer my questions, I was searching for a team of professionals whom I could trust. I'm so happy that I found Judy Roberts and Connie Delgado. They are friendly, accessible, and quick. I highly recommend them!

We've been using this CPA firm for years and couldn't say enough positive about them. As a small…read morecompany, they have been a valuable resource to us and we are so glad to be clients. Amber Gardner Gardner Team Real Estate

The are dedicated to providing excellent service with emphasis on quality, honesty, integrity and…read morecompliance. I have had a wonderful working relationship with Wilcox Arredondo for several years now and am always made to feel, when I call, that I am more than a client but also a friend. Thank you for taking such good care of me and my company.

Cindy was so rude. Will never come back to this place again. She was very belittling while trying…read moreto get my taxes done.

Cyndy is a very good tax accountant, she has been helping us with all kinds of projects over the…read moreyears. Nice small, local business.

Marian got me and my wife a huge tax refund by deducting everything and anything possible. Not only…read morethat, she provides incredible financial planning advice to help you save money and live better lives. A great accountant!

As the founder of a small branding agency, I'm no stranger to wearing a lot of hats; unfortunately,…read morethat "bookkeeper" one has never been a particularly great fit for me. While I have no trouble understanding the high-level principles, the steep learning curve of our highly nuanced accounting software was endlessly daunting. Not surprisingly, I couldn't wait to hand off that aspect of my role and, in mid-2020, the opportunity finally presented itself. From the very first phone consultation to the latest reporting, Closing Your Books has been phenomenal to work with and has provided outstanding service at every turn. Having super-clean books makes tax time a breeze, and I can confidently pull numbers at the drop of a hat, which has opened us up to small-business loans and grants we might have otherwise missed out on. Lozelle brings a wealth of expertise in accounting and bookkeeping, and her collaborative, educational approach sets her far apart from the competition. I absolutely love that I learn something new during every check-in, and it's rare to find someone who empowers you to keep up with them. Lozelle is also one of the kindest, most supportive people you'll ever meet. I'm deeply grateful for the way she's made mentorship a fundamental part of what she does. She's not only helped me navigate a variety of challenges and uncertainties - pandemic-related and otherwise - she's also strengthened my operational skills and strategic-planning abilities. Deciding to hire Closing Your Books continues to be one of the best business decisions I've ever made. And, thanks to Lozelle, I rest easy knowing that we'll continue to make smart, financially strategic choices as we pivot, evolve, and grow. We heartily recommend her to colleagues and clients every time!

I heard Lozelle speak at a networking event and was immediately intrigued by her approach. I was…read morereluctant to hand over all of our book-keeping responsibilities and appreciated her focus on "teaching us to fish" instead of just doing everything for us. She guided us through the process and let us do a lot but also stepped in when we were getting off track. I feel like we're on really strong footing now thanks to her and will absolutely reach out again and again as we need help. I love knowing that we have someone very skilled in our corner to help with anything we need while also feeling empowered that we own our own bookkeeping process. The recaps that she sent out after each session are also very valuable tools.

Cathi has been on top of our payroll since I started at Sherwood Family Chiropractic 5 years ago…read more She is always timely and professional and I love the format of the emailed pay stubs. Great local business.

We've used Allegro Accounting for our real estate business for many years. Cathi has always been…read morefantastic at organization, she's dependable, knowledgeable and a pleasure to work with. We recently enlisted her services on the payroll side too. I can't say enough about our experience working with Cathi - she's simply the best there is! We will always be grateful for all she does to help our business and will continue to sing our praises and recommend her any chance we get. People that we've sent her way also feel the same. If you need a trusted and extremely knowledgable accountant, call Cathi Aiello!

I recently moved to Portland and was in need of a new trusted financial expert to help with my very…read morecomplex taxes. I spoke to Lisa and within minutes I knew she was a professional with the right expertise I needed. My taxes were done incredibly fast for being very complicated (business activity across multiple states and with multiple partnerships). This organization is top notch and can handle difficult, challenging situations. I would highly recommend Above All Accounting.

I used this firm in 2018. As a self employed sole proprietor, I should not have ever paid…read moreunemployment insurance, which they had me file /pay fourth quarter. When I caught the error and stopped paying, it triggered a large "overdue/penalty" from the state, which I have been fighting for a year. Dealing with the state is a nightmare. Additionally, they filed a deduction for my ROTH Ira, which can not be deducted. Another tax penalty. I would strongly suggest interviewing other accounting firms.

Pretty disappointing experience with this business. I called during the business day and had to…read moreleave a voicemail, I explained I am new in town and I need to begin managing my own and my mother's finances (which I now manage as a fiduciary). I got a callback a day later, which is reasonable I suppose. The person offered an hour session to explain what they do for $150. I explained that having a professional manage my finances is new for me, and I was even sure if the services they offered applied to my scenario - And that I'd want to have a brief explanation of what they do and how that applied to my situation before proceeding. I think that's also reasonable. I don't care how good you are or how busy you are, charging me for a sales pitch isn't how you do it and I cannot believe they have any sense of customer service or care about their clients. In my professional experience I have worked with and hired top-notch consultants who are in high demand, and I have never heard of such a thing until now. Yes, I've paid for scoping, but that's after they pitched me as to why I should go with them...