I am grateful for Julie's service! Her bookkeeping and Quickbooks expertise was very helpful and I…read moregot great feedback on setting up the chart of accounts. I also appreciated her candidness: she was open about areas where she can help and areas where she recommended speaking with other accounting professionals instead of claiming deep expertise in them. I look forward to working with Julie again in the future.

As a small business owner, I was looking for CPA/Bookkeeper who would help me with my books. Julie…read morehas been excellent. She cleaned up my books for 2021 and has spent the past four months verifying and ensuring accuracy as we prep for tax season. She has also prepared end-of-year forms for our employees. Julie's impeccable attention to detail, resourcefulness, communication abilities, professionalism, and knowledge has helped me make informed and confident decisions. She gives me personalized business attention, and we meet regularly to check in and set goals. She is not only an accountant but someone who cares about your overall business vision and helping you attain them. I often leave meetings with her feeling grateful and assured that I chose the right person to help me grow my business. I own a mental health group practice, and I am often busy managing our staff and clients and need someone to rely on for the accounting side of things. Julie has been reliable and consistent with everything she does. As a mental therapist, I am extroverted, and Julie is introverted. We work together really well. Her personality is easygoing, calm, and reflective. She makes space for you to lead and does her part to guide and inform you to make sound business decisions. It's a delicate balance, and she does it well. Thank you, Julie!

I looked this guy up on Yelp, and he good reviews, so I thought I'd give him a try. I usually have…read moreall my stuff ready to go mid February so I called him and talked for a bit and felt comfortable with this guy doing my taxes. I was told 2 weeks ( Lmao.. watch the Money Pit w/ Tom Hanks). Well March came and went, April, May and now it's June 22, 2021. Nearly 3-1/2 months later, I have YET to get my taxes. Last week I went back to my accountant in California and he did them in 15 minutes, I paid him, and he electronically filed them, meanwhile I'm still waiting to hear from Joe about the returns he was supposed to do.... You live and you learn. Lesson here is when the deadline comes and if the work is not done, fire them... PERIOD. Joe recently posted that he was suffering from Covid. Sorry to hear, but it wasn't until April 21, 2021 that you text me that you were suffering from Covid. While I can totally understand how this can debilitate you physically and emotionally AND financially, at this point which is 2-1/2 months AFTER I had asked you to do my taxes, they should have been completed back in February. I contacted you February 9, 2021 and never, not once said you were suffering from Covid. At any point from February 9, 2021 to June, you had a responsibility to either complete my tax returns or let me know you could not physically do them. You rather chose to hide in this shroud of "Covid". You lack integrity, ethics and moral responsibility. instead of admitting your faults, you find excuses. I Truly hope your health returns, along with integrity, ethics and responsibility. As I text you in the past, if you responded I would post our entire conversation on here, and you responded. Hopefully you're smart enough to know, just let it go, you were wrong. You failed. If I have to edit this post again, it will include our entire conversation

HIs Name is Joe , He is knowledgeable, precise, involved and present…read more In my case I needed someone who could take care of ALL the details involving my very delicate tax situation. I appreciate that he drives to my home for meetings, he has an answer to all my questions and he keeps me organized.Taxes are an unavoidable necessity which is not one in my set of knowledge of skills. I am thankful to Cox Accounting for making this part of my life seamless.

"Hiring a bookkeeper has become a necessary obligation for my business and the need to manage, cash…read moreflow properly and achieve financial stability to flourish in my business. Tammy has made this transition easy she is very organized and manages her business very well, she is crystal clear and honest with any and all explanations when dealing with my business finances. She is very responsive when you attemp to get a hold of her with answers or questions you may have. I would highly recommend Tammy at TR bookkeeping she will help you an

From the owner: You Love Business, I Love Numbers, Together we can grow your business!! I am passionate about…read morehelping Businesses Owners organize and operate their financial accounts in an efficient, time saving way!

Steven at the bookEase was a huge help when I was getting my new small business set up in Arizona…read more He walked me through the Arizona TPT (Transaction Privilege Tax) process, answered all my questions clearly, and made sure I understood exactly what to do to stay compliant. Even though my franchise requires mandated bookkeeping services right now, Steven still took the time to help and added real value. He also connected me with a trusted local small business attorney for corporate bylaws and other legal needs, which saved me a ton of time and stress. If you're starting a business and need help with taxes, bookkeeping, or getting set up the right way from day one, I highly recommend the bookEase.

From the owner: Elite QuickBooks Online & Desktop Certified ProAdvisors…read more Expert Bookkeeping Services in Scottsdale Expert bookkeeping services delivered by Elite QuickBooks Certified ProAdvisors -- supporting both QuickBooks Online and QuickBooks Desktop. Serving small business owners, contractors, medical practices, dental clinics, solopreneurs, e-commerce & other professional service firms in Scottsdale, Paradise Valley, Phoenix & nationwide.

Nightmare - Stay Away…read more I worked with Kerry for years, the person who bought the business is horrible at customer service. STAY AWAY!!!! This is NO LONGER the same business. The difference is NIGHT and DAY. Even the person answering the phone is rude You DO NOT want to be dependent on these people for tax help, especially if you have a complicated return. They will NOT be there for you. It is a nightmare working with them. They Are NO help at ALL!!!! And they will make you beg to get service from them. Nightmare - Stay Away!!!

I had worked with Kerry for many years and always had a fantastic experience. Rebecca has purchased…read morethe business and I would absolutely NOT recommend doing business with them. I had a horrible experience with them this tax year. My original tax preparer went on vacation in the middle of doing my taxes and didn't let me know. I had to call the office about 5 times to find out what was going on and who was taking over my taxes. All around terrible communication with the tax prepares, and everyone in this office. The attitude of the front desk lady was fun to deal with. And finally, I will say that the absolute VILE and condescending attitude from Rebecca herself prompted me to leave this review. If I treated or spoke to any of my clients the way Rebecca spoke to me - I wouldn't have a business.

Excellent Service! We are a newly formed Non-profit, the team at Balance and Benefits had…read moretremendous patience as we worked to get our books in order. Plus they were able to review our policies and procedures and help us fine tune our business processes and gave us a ton of helpful tips and pointed us to resources we didn't know existed, they went above and beyond our expectations. Highly Recommend!

From the owner: With over 20 years of experience in business management, financial operations, and sales strategy,…read moreWe specialize in helping businesses streamline their finances and optimize operations. Our expertise spans bookkeeping, human resources, financial analytics, and compliance, ensuring that companies not only stay organized but also maximize profitability. In today's rapidly evolving digital economy, We help businesses navigate financial management using cutting-edge AI tools, automation, and data-driven insights. From optimizing bookkeeping processes to integrating AI-powered financial solutions, We ensure our clients stay ahead of the curve. Additionally, with the rise of digital currencies and blockchain technology, We assist businesses in understanding and preparing for the financial shifts that will shape the future economy. Having worked in executive roles managing budgets, overseeing HR compliance, and leading sales teams, we understand the challenges business owners face in maintaining financial clarity while growing their companies. Whether it's managing payroll, financial reporting, compliance, or operational workflows, our goal is to empower businesses with the tools and insights they need to succeed in an increasingly digital world.

I believe the entire premise for my review has eluded you, which is that you were brazenly…read moreill-mannered and unprofessional. The potential client I erroneously referred to you was in the process of setting up a new business, which has no prior business tax returns due. The two years of tax returns they were requesting your assistance with were personal; personal returns that were delayed for legitimate reasons. They were looking for an accountant to help them file these two simple returns, to assist in setting up a new business entity, and to perform their business bookkeeping and taxes on a regular basis. Given that you ended the exceptionally brief conversation by stating "not interested" and hanging up on a potential client without fully understanding their needs and assuming that anyone is beneath your level of skill is why you earned a negative review, which you clearly deserve. Politeness goes a long way with people [in this country as well as other parts of the world]. No one is obligated to be "interested", but behaving rudely is simply childish and unacceptably unprofessional. Learning from ones mistakes can be a painful though necessary experience and I wish you well, sir.

From the owner: Don't put off securing a positive financial future. Contact ATAS - Arizona Tax & Accounting…read moreServices LLC for proactive advice and great Anthem, AZ Accounting.Give us a call.