What Our Clients Say

Google: 5.0 stars from 21 reviews · Upwork: Top Rated, 94% Job Success, $40K+ earned, 21 client reviews
Leave us a Google review

Client reviews from Upwork

★★★★★

"Nancy did an excellent job with our QuickBooks Online cleanup and reconciliation. She was thorough, detail-oriented, and committed to quality. Her communication was clear and timely, and she handled the project professionally from start to finish. I highly recommend Nancy for bookkeeping and account reconciliation work."

Retsel Grace Gabutin
QuickBooks Online Cleanup, Reconciliation, and Audit-Ready Bookkeeping Support

★★★★★

"Rockstar! did it all. Saved me from some state collections over former book keeper forgetting to file. Even got me a credit back for 2000. 10/10 would recommend Using Nancy for your US Payroll Tax Specialist."

Erick Recors (Flbloom)
U.S. Payroll Tax Specialist, Late State Filings & Compliance Correction

★★★★★

"Working with Nancy has been a great experience. She supported me with both tax preparation and bookkeeping reconciliation, and her work has been consistently accurate and reliable. Communication has always been smooth. She is respectful, professional, and responsive throughout the entire process. I really appreciate her attention to detail and calm, solution-focused approach. Highly recommend Nancy to anyone looking for someone trustworthy and efficient in handling financial tasks. Thank you again, Nancy!"

Adam Ounis
Tax Preparation for Short-Term Rental Activity

★★★★★

"Nancy and I will continue working together on various finance projects, as she has become a trusted source for me and my company. I highly recommend her!"

Jennifer Vines (Eddy)
Quickbooks Online Clean-Up Needed

★★★★★

"Before working with Nancy, tax season was overwhelming and stressful. Her strategic approach not only simplified the process but also uncovered tax-saving opportunities I hadn't considered. Now, I feel more confident in my financial planning and better prepared for the future"

Haff Alex
Tax Strategist for Business & Personal Tax Planning

★★★★★

"Nancy was an invaluable asset during tax season. Her deep knowledge of tax laws helped us uncover deductions we would have missed, and she guided us through the entire filing process with clarity and professionalism. Highly recommend her for any business looking for expert tax support!"

JAX Brown
Business Tax Consultant for 2023 Tax Filings

★★★★★

"Nancy assisted in filing my tax extension on short notice. Her expertise and prompt response ensured everything was completed efficiently, alleviating a great deal of stress. Nancy professionalism and dedication are truly commendable."

Ramon Garcia (Gina Enterprises)
IRS Extension filed

★★★★★

"Nancy and her team made filing my payroll return easy and quick! They were able to help me understand just what I needed to do to get this done."

Lilly Anderson
Tax Expert Specializing in Payroll Returns for Texas

★★★★★

"Awesome experience. I got all my documents reviewed on time. Highly recommended."

Kyle Bagley (Bagley Media, LLC)
Tax/Book Keeping Audit

★★★★★

"Great and timely communication I was able to provide all my information and the tax return was filed quickly."

Nina Ortiz (Once Upon A Manuscript)
Experienced US Tax Preparation and Filing Specialist

★★★★★

"I needed immediate advice on bookkeeping and business tax prep and Nancy was on a meeting within an hour. She and her team provided helpful guidance."

chris basham (duly inc.)
Your Taxes In Order + Year-Round Tax Strategies

★★★★★

"Nancy was great, got our bookkeeping updated and i highly recommend."

David Grantz (Kevin's Tree Service)
Bookkeeper Needed, QB Online

★★★★★

"Nancie did a great job!"

David Linton (Everlast Epoxy)
Accounting Training and Consulting for QuickBooks Online and SOS Inventory

More five star engagements on Upwork

  • ★★★★★ Anthony Muldrow (Westeq Inc), Startup Accountant & Financial Modeler
  • ★★★★★ Travis Zboch (Nationwide Plants), QuickBooks Setup for Shopify Store
  • ★★★★★ Wes Hardin, Complete 2 Pay Applications
  • ★★★★★ Malcolm Webber (LeaderSource), TurboTax Guidance for Completing Schedule K-1
  • ★★★★★ Sargis Ivanov, UltraTax Pro Training Videos
  • ★★★★★ Jenny Chang, 2024 QBO Cleanup and Catchup
  • ★★★★★ Stephan Fitch (Intelling Media Corp), Accounting Bank Reconciliation for Tax Prep

Ready to be our next success story?

Book a free discovery call