C.O.R.E. Business Services - Testimonials
Working with CORE Business Services over the past 1.5 years has been one of the most beneficial moves we've ever made in Effinger Heating's 18 years in business. While first interviewing Joan we were only seeking a bookkeeper. She suggested that she not only keep our books in order, but that we meet on a regular basis to review the books and strategize about how to make the business grow. Her knowledge, professionalism, integrity and demeanor have proven to be a tremendous asset to our organization. Since working with Joan our business has grown stronger and more financially sound - even during this recession - due in no small part to Joan's input and guidance.
We have referred her to many associates of ours and have always received positive feedback.
Thom Effinger
Owner, Effinger Heating & Air Conditioning, L.L.C.
As the principal of a consulting firm, there are so many details that I need to make sure happen correctly and efficiently. I need to prioritize my time on satisfying my clients and gaining new ones. So I look for an accountant who can guide me and make me smarter about my business, while offloading the important task of keeping dead-on accurate financial records. Any consulting guru will tell you that insufficient financing (cash flow, etc.) is what dooms 90% of new businesses. So I needed an accountant who not only knew their stuff, but could also help make me successful. I found that in Joan. She trained me on the basics of QuickBooks and general accounting practices, so that I had a stronger sense of how to manage my company assets (hey - I was a manager in the Corporate world where much of this was done for me). With Joan, I can choose to enter in financial data myself, or just give her my folders and let her have at it. It’s so easy! She does my quarterly statements rapidly, and my Tax Guy is delighted with how easy his job is when I give him my reports.
In addition to the expected attributes of detailed accuracy and expert knowledge, what I most appreciate about Joan’s approach is her understanding of the business I’m in and her flexible billing structure, based on my needs. She is a true professional. If you’re looking for an accountant who can not only keep great books, but help you succeed, then Joan Powell is your person.
Dan Berne
Design4brand
Joan (Core Business Services) is FABULOUS!! She is very professional, knowledgeable and flexible. She does our quarterly reports and has completed our profit and loss statements, projections, and many other financial tasks. She has promptly done additional work whenever we have needed it. She works with us at a variety of locations and demanding situations. She has also worked with our CPA firm. We cannot say enough about her and her business. She makes bookkeeping look easy. With her help I have cut down my bookkeeping time! We would recommend her to anyone!
Zane and Leslie Smith
Timberline Physical Therapy
I am pleased to write a letter of recommendation for Joan Powell at CORE Business Services. She is an experienced bookkeeper in the Portland/ SW Washington area. Joan brings a wealth of knowledge to her clients from her academic training and business background. She is very flexible in her efforts to meet clients’ needs and a true pleasure to work with. I proudly recommend Joan and CORE Business Services for all your bookkeeping needs.
Rollin Perrigo
JAN STOCKTON, P.C.
Joan was a life saver to me right after I took over ownership at Spanky’s. I not only had to learn everything about this new business but I had to learn QuickBooks 2009 on top of that. Joan several times dropped what she was doing to help me figure out how to handle unusual situations with our books or payroll. Her services are well worth it. It takes Joan a fraction of the time to figure out a situation that may take me hours. She is also good about training me on how to do what she did so I can do it myself the next time. I highly recommend her to any small business.
Rachel Phillips, Owner Spanky’s
I want to express how pleased we are with the reports you have been preparing for the fleets located in our Region. We have never had as much data clearly displayed in a readable format. You have really taken chaos in data and made it usable.
The fleets now are looking forward to receiving this information each month and it is increasing our sales with these customers. The fleets and my salesmen now have a clear understanding by product line, what is purchased each month. We both can make decisions on where we have been and where we are going. Until you started preparing these reports we were operating in the dark with too much information. Your company has organized and cleaned up the information and put it in a concise readable format.
I would recommend your company to anyone seeking to make better business decisions by taking information overload and turning it into usable data that will drive sales.
Scot Kelsey
Region Fleet Account Manager
Portland Region
Michelin North America