Accounting Strategy

We have worked with Accounting Strategy, Inc. for five months related to our billing. Accounting Strategy worked through a major billing transition with tenacity, professionalism, and promptness. We have retained Accounting Strategy on a continuing basis due to our satisfaction with this process.

I’m an enrolled agent and Valerie is working with one of my clients to organize her books. My client is a sole proprietor and needed help getting her books in order for me to do her taxes. Valerie did an excellent job reporting all the income and expenses in an extremely organized manner. And she was very responsive to my questions regarding the information. I’d recommend Valerie’s bookkeeping service to any small business.

I have a very complicated financial life — I am no longer working, living on a fixed income with many financial accounts to keep track of. After a year of looking, I found Val at Accounting Strategy, who has become my financial ally and a vital bridge to my accountant. Finding a personal bookkeeper is very challenging and even my accounting firm or financial managers had no referrals for me. Val is my second pair of eyes for financial oversight, ensures I’m not wasting money on unnecessary fees with my bank and assists my accountant with some of the necessary information required to file my quarterly tax payments. Now, I am able to provide my accounting firm with the details they require throughout the year while helping me to stay on track with my budget.

Accounting Strategy, Inc. provides excellent and on-time insight into our finances, from how much money I spend to how much money we needed for my wife to retire. The information is always presented in a useful format, that’s easy to comprehend. Valerie and Steve have given us a great deal of comfort in planning for my wife’s retirement — from strategic planning to day-to-day management of our finances. Accounting Strategy makes the whole process both convenient and stress-free.

Valerie came to work with me during a particularly difficult time in my life. I was dealing with matters for which I had no preparation. With ten years of experience, she was just the person to help me through this difficult transition. She is extremely knowledgeable in her field. She is patient and is a great listener when I am sharing concerns. If there are new requirements or something she hasn’t experienced before, she will do the research and find out what needs to be done. She has helped me comply with numerous state and county agency requirements. She is intuitive and her excellent computer skills are a big plus. Over the years, we have become great friends and collaborators and I always look forward to our time together.

We are using Accounting Strategy, Inc. and couldn’t be happier. Val and her team have worked with us to set clear goals and advised us on everything from cash flow management to payroll reporting. She is knowledgeable about online banking, IRS reporting requirements such as 1099 and W9 reporting. She is skilled at Quickbooks and ADP. She goes the extra mile and completes tasks on time. We are a non-profit and she is vital to our operation. I can’t recommend Accounting Strategy, Inc. enough!