Jeremy L., Owner, Altrider

Converted our QuickBooks Desktop application to QuickBooks Online, connected our bank and credit card feeds as well as reconciled our proprietary inventory system and foreign branch activity within our QuickBooks Online company... great in assisting us in developing a system to reconcile our custom online e-commerce platform into an easily re-creatable monthly close to tie back to our QuickBooks system.

Eric S., Office Manager, The Institute for Social and Cultural Communications

As a non-profit, we struggled with tax compliance issues and bookkeeping. Our prior accountant’s fees were becoming cost prohibitive and they had complete control of our books. Eventually we parted ways but had to start from scratch to rebuild our financial reporting system. By creating a QuickBooks Online company with an automatic bank feed and automatic posting for recurring transactions, we were able to reconstruct our financial information, simplify our accounting and get back into compliance with federal and state agencies.

Doreen L., Controller, Washington Mutual Liquidating Trust

Quite helpful in organizing and analyzing data for two ad hoc projects as part of WMI's bankruptcy proceedings…worked efficiently and provided the data needed by both attorneys and tax accountants.

Dana C., Owner, Chenevert Law Group P.C.

Patty has been helping me with bookkeeping and tax compliance since 2020. Since she has taken me on as a client, the one thing that has become clear to me is that I would not be able to manage the finances of my law practice and prepare my S-Corp and individual federal and state income tax returns without her expertise. Her many years of experience in the professional services industry have been an invaluable resource to my firm. She utilizes online tools to deliver her services (e.g., Quickbooks Online and ProSeries) and empowers me to learn and navigate the tools so that I can help her gather the data she needs. She is conversant in the nuances of the tax law, detail oriented, reliable, and communicative; and her bedside manner instills my confidence in her ability to keep me compliant. She has combined the accounting and tax aspects of my business, and it has made my life so much easier. I trust Patty wholeheartedly to manage my finances. She is a top notch professional.