Firm, Fair, and Consistent Service

Wendy Nicole Anderson, May 30, 2018

"When it comes down to making sure that my business operates in the black Sheryl made sure to set sound expectations for our professional relationship. She did a 360 review of my entire business and identified everything that would prevent me from maintaining a profitable and scalable business. I made the necessary changes and I have experienced and been in full compliance ever since. What I loved best was that she took the time to teach me and didn't assume that I understood her suggestions. She took the time to present several scenarios of potential financial crippling situations so that I could become a proactive business owner. She wanted to make sure I got it and was committed and not securing her services for a quick fix. Sheryl's primary role was to hold me accountable to ensure that my busness consistenly achieved my monthly reveneue goals. I am happy with the growth of my business and I trust Sheryl to lead me."

Not Just a CPA but an Educator

T. Michelle Patterson, May 30, 2018

"Sheryl has been so helpful with the advice and guidance she's provided to me related to accounting and properly managing the finances of my business. I am a new business owner and not as financially savvy as I should be. Sheryl has provided me with so much information and so many resources to get me in the right direction. She's so generous in sharing her knowledge and genuinely wants to help and to see my business succeed. Not to mention, she's straight-forward but non-judgmental and her main focus is to just get you on the right track. I'm so grateful to have met Sheryl, and know that if I follow her guidance my business finances will thrive. I'd recommend anyone that need a CPA or a Virtual CFO to Sheryl Simon because she's the ABSOLUTE BEST!!"

Best CPA ever

NaturallyMoore, May 29, 2018

"Sheryl has been amazing. Not only does she do my taxes, she also has helped me get my LLC off the ground. She is so knowledgable on all the questions that I have. The fact that she can break down the tax/business information to me so that I can understand means the world to me. I can tell that she loves helping people and loves her job. This is the type of person that I want in my corner, to ensure that all of my t's are crossed and i's are dotted. Thank you so much and I look forward to doing more business in the years to come."

Small Business Accounting + Tax Preparation

May 25, 2017

"We are so thankful that we found Sheryl! As a small business that grew quickly, we fell behind on our books and felt overwhelmed. We didn't have the time or resources to catch-up on 2016 and move forward with our accounting in 2017. To top it off, we had to file for an extension on taxes because we had fallen so behind! Sheryl swooped in to save the day! She reconciled our last year's accounting quickly and completed our business and personal taxes. We are now working with her for our 2017 monthly accounting needs. She is extremely professional and has a great workflow that makes the accounting process simple and efficient for both parties! We appreciate that she is very sensitive to protecting personal information and has great document sharing systems that ensure your sensitive information is secure. Sheryl is immensely knowledgeable and responded quickly to any inquiries I had about the business and our accounting. She also provided pertinent info and sound advice throughout the process. It turns out there were a few instances where we had been given the wrong direction prior to meeting her. Sheryl was patient and took the time to explain things fully. We appreciate Sheryl's commitment to excellence and integrity in her work and look forward to long and lasting partnership! Thank you, Sheryl for making our life easier! We appreciate all that you do and are so happy that we've met such a fantastic accountant. We consider you a valuable resource and would recommend you to any of our friends, colleagues and family members."

Tax preparation and business strategy planning

December 22, 2016

"Ms. Simon has been a pleasure to work with on every level. She is the most thorough and professional accountant I've ever worked with. She is extremely knowledgeable and prepared and always works on the behalf of the client to achieve the best possible results. As a new small business owner, Sheryl made suggestions that maximized my investment. Her suggestions helped me redevelop my 2017 strategy to improve my growth. She was always accessible to explain and answer my questions. She really brought her A game and I really appreciated all of the work and attention she showed to my projects. I would recommend her for any project big or small, as she is well equipped to handle your business and accounting needs."

Bookkeeping and Tax preparation

September 19, 2016

"Sheryl is great and love that we can work online and via phone. She is very responsive and able to adapt to your needs. Looking forward to working with her more and would highly recommend her services."

QuickBooks Set-up

August 24, 2016

"Simply awesome professional. Hands down the BEST!!"

Accounting and Tax Services

August 9, 2016

"I had the great pleasure of hiring this company for accounting and tax service. The representatives gave me very personable services. They always excercised excellent knowledge and guidance in all areas as needed. I will definitely be using their services in the future and will refer them to acquaintances and family."

Budget planning for start-up business

April 17, 2016

"I had such a wonderful experience working with Sheryl. I tried to work with other CPAs on budget planning and I found them very difficult to talk to and hard to get in contact with. Sheryl was the exact opposite. She was very easy to talk to, professional, friendly, courteous, and knowledgeable. She got things done with fast turnaround during the busy tax season and produced incredible work. She also took time to figure out the best pricing plan for my needs as a start-up business. I will continue to work with her on all my accounting needs for my new business. I am a very pleased customer!"

Bookkeeping

March 1, 2016

"Sheryl was a Godsend! Her business card caught my attention. KnowYourNumbers is the perfect name for her business and that's exactly what I needed! I had been looking for a CPA for quite some time. I called her and we met up shortly afterward. I instantly got a warm & genuine vibe from Sheryl. She was also very knowledgeable. She made my arduous task seem less challenging. It's been a pleasure working with her. A weight has been lifted. I have a better outlook and a better picture of where I stand financially. I have and will continue to recommend her to others."

Tax Services

February 29, 2016

"Sheryl was very organized and thorough when walking us through our taxes. She explained in great detail everything that affected our tax situation. Not only was she professional but she was also very personable. I'm extremely happy with the level of service I received. Michelle K"

Bookkeeping Services

February 23, 2016

"Sheryl was very professional and detail oriented. She came in with ideas to revamp our process and streamline our operations. She made a less than desirable task seem manageable. I would recommend her to other business owners.- Mike G