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I have a feeling I know why you’re reading this right now.
We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.
Am I close?
Does your San Francisco Bay Area family sit around the table at Thanksgiving dinner and share something they’re thankful for?I’ve been at those holiday meals many a time. I appreciate the intent, and will admit it’s usually effective in getting me to feel more...
End-of-year can be a bit of a scramble as a business owner. So, before we get into holiday craziness, a friendly reminder: year-end is also your prime San Jose opportunity to make the calendar work in your favor as a business.From year-end profitability analysis...
Though the days are getting shorter and the weather is taking a turn, there are some great revenue reasons to get excited about the next two months.As we round the bend into Black Friday territory (which for many began at the end of October), it’s time to get nimble...
WHAT OUR CLIENTS ARE SAYING
I know from several years of using Patti’s skills as an accountant and advisor that she is tops in her field. I cannot tell you how many times she has saved us tens of thousands of dollars on our taxes and kept us from making mistakes that would have hurt our bottom line. In short, she is the best!
Over the past 15 years, Patti and I have worked together on projects for mutual clients in business and estate planning matters. She has always been well informed, up to date on the current tax rules, organized and clear thinking, and eager to help her clients negotiate the world of the IRS. I recommend her wholeheartedly!.
have known Patti for several years. She provides professional accounting and tax services to both me and one of my companies. I recommend her without reservation.
I would like to personally say: ‘thank you for your assistance.’ Gale, you have been an amazing partner to team up with and make sense of our accounting process. The Food & Beverage industry is such a complex business to operate in so many ways. I truly feel that since we have teamed up with your group, that our information is secure and in the right hands. Again, thank you and your staff for making this transition a smooth and positive one.
Gale is an impressive tax accountant and one I highly recommend. She is professional, organized, and very efficient. She navigated me swiftly through a variety of difficult issues; she explained each piece, made smart out of the box recommendations and ultimately saved me both money and stress.
Patti has been my accountant for years. She always meets deadlines, even though I usually come in with my stuff at the last possible moment. She is very forthcoming with sage advice and counsel, delivered in the calmest and most pleasant tones possible. Now that I am starting my own business, I have a whole raft of new concerns and questions, and I couldn’t be happier than to have Patti on my team.
We have been fortunate to have been introduced to the services of ONeill & Bergado many years ago, and greatly appreciate the relationship and confidence that have developed. One less worry for us… knowing that we have a great team in them!!
Also, very friendly folks, that means quite a lot!!
Patti – you and the team of ONeill & Bergado rocks! Since we’ve known you I’m just so happy and relaxed. No matter what question I have you are here for us! We are in BEST hands! Many, many thanks.
Patti, you are a godsend.. thank you.