Service seem to be what I need but the cost for a new business owner is a little high.

Seemed more like a sales pitch.

This is madness! I have been charged over 8K and now I'm being charge another 4K by this company, FOR WHAT!!!! The worst EVER. I cannot believe this.....

1) Promises and advertisements unrelated to reality. 2) consultations are 30 minutes ... until you get to know your advisor it may require a whole year. 3) advisors just keep challenge you not to advise you a valuable advice. 4) if they cancel your subscription, they will charge you about $400 for not reason without even benefiting you. ***think 1 million times before subscribing***

John was easy going and knowledgeable,

Benson did a really great job making sure I had all of the current documents and bank account information. He walked me through the website, specifically the bookkeeping feature.

All my questions and concern were addressed.

I have been with this company for years, and I was happy until about 6 months ago.. Recently something has change with the company and I am so frustrated and disappointed. First, my tax advisor (who was wonderful) left, and no one let me know, I had to call customer support to find out that she left after she missed an appointment we had scheduled 2 months prior. When I called, they seemed to be unaware that she was no longer with the company. They assigned me to a new tax advisor who was very good as well. But when. I checked my portal to see if she answered a message, my portal showed that my team was pending. I currently habe no one assigned to my account. This is not very comforting as we are in tax season . After being on the phone for over 30 minutes, the only thing anyone can do for me is create a ticket. When I ask to speak to a supervisor, no one is available. So frustrating and discouraging.

Julia was so pleasant and thorough with the information.

I’ve worked with several accountants through this program, and none have been as exceptional as Alice S. She takes the time to explain everything clearly and concisely, making the process easy to understand. Alice is efficient, professional, and truly a standout. In fact, her expertise and care are the reason I’ve stayed with the company when I was considering other options. She’s a true pro and an invaluable asset to the team.