I wanted to take a minute to thank you for preparing our corporate taxes for the past 3 years. Tax laws and all of the requirements small business owners are faced with are overwhelming and just plain scary. When we decided to open our land clearing business 3 years ago, we had no idea what all was involved when it came to the tax requirements and record keeping. We didn’t have financial resources that would allow us to out source our bookkeeping or to hire someone to do it. This is where you and your staff took me under wing and helped to educate me and in the process NEVER made me feel inferior or just plain dumb!
If you will recall at our last meeting a few weeks ago, I expressed my frustration with trying to understand the QuickBooks program I purchased last year. I was so intimidated at the thought of having to learn QuickBooks since the only bookkeeping experience I had prior to this was balancing my checkbook and paying household bills the old fashioned way. I tried using the tutorial offered by QuickBooks, but was still overwhelmed. I do much better in a one-on-one setting where I can ask questions as I go. This is when you offered the assistance of one of your accountants, Paula Waldo. I immediately scheduled an appointment for a 1-hour QuickBooks session with Paula the following week. I left that session excited and confident that I could learn the program. I couldn’t wait to get home and practice what I had leaned and I was so eager to schedule another session. Paula went over the basic steps with such patience and put everything in terms I could easily understand and made me feel so comfortable. QuickBooks was so much easier than I expected. This in itself took such a weight off my shoulders.
When I returned for my second 1-hour session last week, I was actually excited, even though I had a couple of things posted incorrectly Paula quickly found the errors and showed me how to correct them. This is when I learned that anything can be fixed. I left your office feeling smart and eager to learn more….. I would also like to thank Amelia for helping me over the phone with a couple of questions about QuickBooks when Paula was unavailable.
I can’t wait to return for another session. Thank you so much for being a full service CPA. C—Competent, Caring; P—Professional, Personal; A—Accessible, Accurate