Lex IV Review from Google

5.0★

Lex IV's Review Sourced from Google

It has been a pleasure working with Manmeet. From the very first call at introduction, he began spitting bits and bits of information beneficial to me that I had no prior knowledge of. He is very transparent and always responds within 48 hours. I look forward to seeing the favorable results of his services. If you're on the hunt for a great CPA, look no further!

Jasmit Kainth Review from Google

5.0★

Jasmit Kainth's Review Sourced from Google

I recommend this CPA is highly recommended for anyone who wants more than basic tax preparation and is looking for ongoing, strategic advice to legally minimize taxes and support long‑term financial goals. The combination of technical competence, proactive planning, and strong client communication makes this a valuable advisor for both personal and business tax needs.Also his team kept strength is year‑round tax planning, including advice on maximizing deductions, timing income and expenses, and using retirement accounts or HSAs to reduce taxable income.Manmeet also reviews available credits and incentives, and state‑specific tax breaks that many taxpayers overlook.

Amanda Lindsey Review from Google

5.0★

Amanda Lindsey's Review Sourced from Google

We’ve been working with Manmeet for about a year now, and he has been absolutely incredible for our business. His communication is always clear, direct, and easy to understand, and he uses technology seamlessly — Zoom meetings, virtual processes, everything runs smoothly and efficiently.He has truly been an invaluable asset to our small business. His guidance has helped us grow, scale, and succeed in ways we couldn’t have done alone. If you’re a business owner looking for someone who is knowledgeable, reliable, and genuinely invested in your success, we highly recommend working with him!

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.

Vicky Grobbelaar Review from Google

5.0★

Vicky Grobbelaar's Review Sourced from Google

Mandy has been a huge asset to Ethiqs and a lovely person to work with, efficient and friendly and a great team backing her. Highly recommended.

Pedro Mendoza Review from Google

5.0★

Pedro Mendoza's Review Sourced from Google

Holly has been a great help recently both in terms of my business and personal affairs. I am in the process of making some business structure changes in my private dental practice and she has assisted me with all the lengthy paperwork, ensuring that everything is in order. In addition, she has assisted me in researching properties and locations. I would not hesitate in recommending her services as her support has been invaluable to me at this extremely busy time and has allowed me to focus on my patients.Highly recommended +++++

Alexandra Stewart Review from Google

5.0★

Alexandra Stewart's Review Sourced from Google

Terri has been an incredible SmartPA assistant for our family over the past 18 months. Her support has been invaluable in managing our busy work and home administrative tasks. Throughout our travels across Europe, the US, and Canada, as well as during our recent move to a new house and country, Terri has been there for us every step of the way. In particular, I have appreciated that Terri has used great judgment in assessing options on all fronts and hasn't just gone for the easy road of blindly following orders. I have trusted her as a "second me" and that has been so helpful. We couldn't have done any of this without her!

Theodore Mall Review from Google

4.0★

Theodore Mall's Review Sourced from Google

One of the world’s leading organizations of independent audit, tax and advisory firms. Grant Thornton has revenues in excess of $1.9 billion and operates more than 50 offices.

Theodore Ellis Review from Google

5.0★

Theodore Ellis's Review Sourced from Google

I am a CEO of a tech start-up that uses PlotPath to help with our accounting functions. PlotPath has raised the bar for a business service provider. I feel like they are an extension of our team, and have provided incredible leverage on my time. They offer incredible service, attention to detail, and great responsiveness.

Cath Mc Review from Google

5.0★

Cath Mc's Review Sourced from Google

PlotPath is a wonderful addition to our business! They do an excellent job of handling our bookkeeping needs in an accurate and efficient manner. They have great attention to detail. Stephanie is so knowledgeable and is always ready to help when I have a question or need some assistance. I know we are in good hands with PlotPath.

Jerry Hayley Review from Google

5.0★

Jerry Hayley's Review Sourced from Google

I have been using Plot Path since I opened my business, over four years ago. Eric and his team have been amazing. They are always available when I have a question. I can count on them to produce accurate, timely and professional quarterly and year end reports.

Petros Papatheofanis Review from Google

1.0★

Petros Papatheofanis's Review Sourced from Google

It is June and we still don’t have our 2022 taxes done for the business. Multiple follow ups, most emails have gone ignored by Brian Israel who I believe is a partner there. I was told we would get them by September. Cannot get responses from multiple members of the team. Pretty terrible experience.

Eldar Bogdanov Review from Google

2.0★

Eldar Bogdanov's Review Sourced from Google

ORBA did my taxes last year, charged an absolutely ludicrous amount for a tax return and basic "financial planning", and still somehow got the state tax return wrong (the state sent me an unexpected refund a year later). Their financial planning included advice like "sell the stock that vests in September 2021 to generate income for this purchase in March 2021". They probably charge so much because they've mastered time travel. I had a CPA before them who did a better job for 15% of the cost.

Jordan Berkowitz Review from Google

1.0★

Jordan Berkowitz's Review Sourced from Google

Used many accountants. Don’t use these guys, they’re horrible. They’ll quit on you right in the middle of your job. Use literally anyone else. Mom and pop accounting down the street, big 4, doesn’t matter just use anyone else but ORBA. They’ll give you bad service and an attitude with it along the while, then they’ll call you and quit right in the middle of it!! Cowards

Klaus Ravnholt Pedersen Review from Google

5.0★

Klaus Ravnholt Pedersen's Review Sourced from Google

Our trusted partner for bookkeeping and financial advisory. They're so quick and thorough and passionate. They've lifted our internal and external transparency to a whole new level! We're huge fans!!

Kent Anderson Review from Google

5.0★

Kent Anderson's Review Sourced from Google

We hired Skylight Financial to clean up a mess created by the prior accounting firm. Chris Johnson quickly corrected a mountain of mistakes and restored confidence in our accounting to our partners and investors with her professionalism, attention to getting the details correct, and her promptness in providing answers whenever needed.

Mary Review from Google

1.0★

Mary's Review Sourced from Google

I hired a bookkeeper to reduce my workload and gain peace of mind, but this experience only created more problems. I would not recommend their services to others based on my experience.

Olaniran Michael Review from Google

5.0★

Olaniran Michael's Review Sourced from Google

BTO- CPA (Boma Osime) does an amazing Job with Tax filing and it has been an absolute pleaseure working with her over the years. She is very professional, patient, honest and pays attention to details. She seeks out for your best interest while ensuring all actions taken are in strict adherence to the law. She also does an amazing job with Tax planning through out the year and I have been working with the her for about 4 years now without any regrets. I definitely recommend her services as you won't find a better CPA as honest and good as Boma Osime ( BTO -CPA PLLC)

Brenda George Review from Google

5.0★

Brenda George's Review Sourced from Google

The STOP organization has worked with Boma Osime CPA for over 3 years and we are very pleased with the product she delivers. She is professional, accurate and very confidential. We highly recommend her if you are in need of a CPA.

Shannon Donohue Review from Google

5.0★

Shannon Donohue's Review Sourced from Google

I was pleased to do our taxes with Boma this year. I initially used TurboTax and decided to get a 2nd opinion. Boma saved us nearly $4k in tax liabilities based on what TurboTax estimated! I would absolutely recommend her services. She was thorough, responsive, and helped us through the process. 10 out of 10.

Cameron Weiss Review from Google

1.0★

Cameron Weiss's Review Sourced from Google

Extremely Disappointing Experience with Acuity Bookkeeping and Accounting ServicesI hired Acuity to help with bookkeeping and accounting, but the results were frustrating and unprofessional. Instead of properly categorizing transactions and providing accurate reports, almost everything was labeled as "uncategorized," making the books completely unreliable.They set up several automated apps that required me to pay extra subscription fees. None of these tools integrated correctly, and they only made the situation more confusing. Rather than helping me gain financial clarity, their system created more problems and wasted both time and money.I was hoping for experienced support and clean financial records, but what I received was a disorganized mess. I would not recommend Acuity to anyone looking for dependable accounting services.

Yonas Yemane Review from Google

5.0★

Yonas Yemane's Review Sourced from Google

Working with Acuity was an excellent experience. They truly understand entrepreneurs and delivered clear financial insights that helped us make smarter business decisions.

Krissy Zilli Review from Google

5.0★

Krissy Zilli's Review Sourced from Google

We we're in a predicament looking at cash-basis accounting to steer our decision-making at the risk of not understanding the true performance of our business. Abby is the BEST, most-knowledgable controller and so easy to communicate with regardless of your inherent accounting knowledge. Acuity has been transformational in moving our financial statements from super lumpy, cash basis to accrual. Amidst our work together, she's been willing to work through low-level transactional work with a smile as well as offering a high-level consultative look at our business, big picture. Can't recommend her enough for your ecommerce struggles!! She has made everything crystal clear and I've even developed my own skills as finance/ops director knowing her. @Acuity - do not lose this shining star!!

De TheBrat Review from Google

5.0★

De TheBrat's Review Sourced from Google

We were introduced to KDG back in October 2024. They were recommended by a sister company of ours. Our goal was to transition from multiple programs to one program to help streamline and automate as many processes as possible. In order to accomplish this, we needed a company like KDG to help with the customization of the program to accommodate the different needs of the different roles within our organization. They've spent so much time with us, starting with each employee to understand what they need - They've truly been a partner. I would recommend KDG to ANYONE wanting to transition into a simplified system where efficiency and transparency is key.

Equinox Benefits Consulting Review from Google

5.0★

Equinox Benefits Consulting's Review Sourced from Google

The entire KDG team is truly exceptional. From start to finish, they made what could have been an overwhelming website upgrade experience seamless. Their guidance, responsiveness, and professionalism truly set them apart. We’ve relied on KDG for all of our website needs, and they consistently deliver. Their communication is clear, prompt, and thoughtful, and it’s clear they’re genuinely invested in our success. Everyone we’ve worked with has been not only highly professional, but also a real pleasure to collaborate with.

Julia Szprengiel Review from Google

5.0★

Julia Szprengiel's Review Sourced from Google

We had a great experience using KDG for our needs to build out a custom projects dashboard. The folks at KDG were all very responsive, attentive, knowledgeable, and a pleasure to work with. I would strongly recommend working with this Zoho partner!