Reviews

From Chaos to Clarity with Jeff

I’m really excited to share my experience with Jeff, who recently took over the bookkeeping for my Chinese Medicine clinic. He has truly made a positive impact! I used to struggle with understanding my finances, but now I feel much more informed and in control. Jeff took the time to explain the different financial categories to me. He helped me see how everything connects, including the various "buckets" of my business. My situation was a bit complicated as I was moving from a sole proprietorship to an S-Corp while managing three business accounts. It felt overwhelming at times, but Jeff stepped in and made everything clear and organized. Tax preparation is now a breeze! He even worked closely with my CPA, asking all the right questions. This teamwork made the process smooth and stress-free for both of us. Thanks to Jeff, I have a solid understanding of my business's financial health. I can now see real opportunities to cut costs and boost revenue. I appreciate Jeff's supportive and nonjudgmental approach. His clear communication style and calming presence allow me to focus on my patients while he takes care of tracking my finances. I highly recommend Jeff to anyone who needs reliable financial support that can save them money and some sanity.

K B.