Sundar Kasyap Review from Google

5.0★

Sundar Kasyap's Review Sourced from Google

Our small clinic in Texas was struggling with billing and insurance claims. Invensis’ Revenue Cycle Management services turned that around quickly. Claims are processed faster, and denials have decreased. They're professional, easy to work with, and understand the U.S. healthcare system inside out.

Prem Kumar Review from Google

5.0★

Prem Kumar's Review Sourced from Google

We partnered with Invensis Inc for eCommerce support, and it's been a game-changer. Our order processing, returns, and customer service have become faster and more accurate. The team is responsive, US-business savvy, and really understands online retail. Highly recommend for any U.S.-based business looking to streamline operations.

Jacob Hall Review from Google

5.0★

Jacob Hall's Review Sourced from Google

Professional and attentive leadership. I would recommend them to businesses, not for profits, and individuals who have a little more going on than a W-2.

ruth usem Review from Google

5.0★

ruth usem's Review Sourced from Google

I had no idea that I was missing out on tax refunds from previous years that I was entitled to until I talked with Steve Warren at SDK! On a chance meeting with Steve, following disappointing results with a former accountancy firm, I reached out to him. Steve confirmed that I should have received tax refunds from previous years. He "went to work" and proved to be helpful in explaining what needed to be done and with his diligence, research and smart ideas recovered one large refund check and is working on obtaining a second one for me - in short order!I am also working with Steve with both financial and non financial aspects of my estate plan that I am currently putting together. Steve has once again proven to be very knowledgeable, creative and invaluable in my estate planning. I feel fortunate to have "found him"!

Trevor McDonald Review from Google

1.0★

Trevor McDonald's Review Sourced from Google

I worked with nancy lehrman who works with SDK since the merger of SDK and Leherman Flom and Lehrman in handling my mothers estate, my grandmothers estate and my personal taxes. while handling my mothers estate she worked with lehrman flom and lerhman which was absorbed into sdk. The funny thing is I did not know this until long after fact. which is amusing considering the tens of thousands of dollars that I was paying to Nancy to handle closing the estates of both my mother and grandmother, you would have thunk that deserved a phone call or email, but I didn't get one, this is a reacurring theme with my experience with both Nancy and SDK.She mis filed my personal taxes for 2015 for the state of minnesota resulting in a fine that I had to pay, and went awol towards the end of 2016 through out 2017 while handling my grandmothers estate on both the state and federal level. My grandmothers estate could have been closed by the end of 2016/ early 2017. However, since Nancy completely abdicated her professional responsibilities the eventual closure of the estate did not happen until late winter spring 2018 close to two and a half year after my grandmother passed.I personally went through a difficult time. My family was small consisting of my mother, her sister, and my grandmother. within 13 months I lost both my mother and then my grandmother in that order and I was coming to the grips that at the age of 32 I was pretty much completely alone, without any family in my life. the ammount of work that I needed Nancy to do by the end of 2016 would have taken hours at the most. yet she did not complete this work until winter 2018, further delaying the closure during an extremely difficult time of my life.I am saying this because it is not about money, it is about transformation and trying to get over difficult times. yes I paid nancy a lot of money to handle my families business and yes I expect a certain amount of attention because I am spending that money. Thisis a completely reasonable expectation of a service. after receiving only 3 or 4 responses to countless phone calls and emails over a 18 month period of time I really started to get angry.the problem is Nancy doesn't care, SDK doesn't care, they will tell you that they are accountable and responsible until you shine a light on their fallacies. once that happens they will hide in their cave until you go away. I tried to air my grievances with a managing partner at sdk. I left many messages, never received a response. this is a symptom of a culture amongst this organization.If you are looking for dependable and responsible accountants to handle your financial affairs. I recommend you avoid SDK at all costs.since parting ways with nancy and sdk I went to Abdo EICK AND MEYERS LLP. My experience has been great. check them out.

Daniel Adams Review from Google

5.0★

Daniel Adams's Review Sourced from Google

Nicole from Avenues Financial shows her efficiency and professionalism in every meeting. We quickly got a quote from her and requested bookkeeping services. We got started the next week. Highly recommended!

customer Review from Google

5.0★

customer's Review Sourced from Google

Avenues Financial provided exceptional service in bookkeeping and business consulting services. From the moment I started working with their team, I was impressed by their professionalism and dedication to understanding my business's unique needs. Their bookkeeping services are meticulous, ensuring every transaction is accurately recorded and organized. This attention to detail provides me with the confidence that my financial records are in excellent hands, allowing me to focus on growing my business. What truly sets Avenues Financial apart is their insightful business consulting. Their team doesn't just crunch numbers; they offer valuable advice and strategic guidance tailored to my specific needs. They are always there with expert insights and solutions. I highly recommend their services to any business seeking top-notch financial expertise.

Dani Enkey Review from Google

5.0★

Dani Enkey's Review Sourced from Google

Nicole with Avenues Financial is the BEST! She is always professional, organized, and trustworthy. With her expertise, we were able to get a higher tax refund than we would have gotten with another company. She is like the hidden gem that not everyone knows about but everyone SHOULD know about for their businesses. She is experienced in all things accounting, forecasting, business strategy, budgeting, controller services, CFO, and CPA services. She is the advisor every business needs on their team! Highly recommended!!

Wendi Saracino Review from Google

5.0★

Wendi Saracino's Review Sourced from Google

Our company (D&C Home Care) switched from a mega payroll company to Paper Trails and we are so happy we did! The staff are extremely knowledgeable, professional and helpful! It's wonderful to have a local person you can pick up the phone and call if you have a question or a problem. Would highly recommend!!

Tim Landry Review from Google

5.0★

Tim Landry's Review Sourced from Google

Managing our weekly payroll is a constantly evolving process, with ever-changing variables that require careful attention and know-how. From adjusting for overtime and new hires to ensuring compliance with regulations, every week presents unique challenges. Having a reliable partner like Paper Trails has made all the difference, providing the support and knowledge needed to navigate these complexities seamlessly.We are incredibly happy with the service Paper Trails provides. Their support and expertise in payroll have been invaluable to our business.

Ellen Jordan Review from Google

5.0★

Ellen Jordan's Review Sourced from Google

Making the switch to Paper Trails has been one of the best decisions for our small firm. They are helpful, their systems are user friendly, and they offer incredible support during and after the transition. We couldn't be happier. Thank you Paper Trails!

David Cross Review from Google

5.0★

David Cross's Review Sourced from Google

I've dealt with some very serious tax issues and the people at Delucchi Hawn were able help me resolve them. They smoothly guide me through the process of dealing with my issues and helped me come to an amicable resolution.

Lina Smith Review from Google

4.0★

Lina Smith's Review Sourced from Google

Thank you for all your help over the years. Best bookkeeping service providers. You guys take away all the stress of the monthly upkeep of the books. Kudos to the whiz consulting teams.