C.O.R.E. Business Services - Testimonials
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
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
Joan Powell is one of the most seasoned and professional business financial experts I have ever had the pleasure to work with. She saves us real money. More importantly, Joan took the time to understand our business and offer real-world insights. She is a skilled and trusted business and financial advisor to our fast-growth firm.
Mark Alan Effinger
CEO - RichContent.com
It has been a pleasure working with Joan. She is very professional, courteous and prompt. Joan is knowledgeable of our accounting system working in a retail environment which included information downloaded from a POS system. I would not hesitate to recommend Joan and her services.
Kristina McLeskey
Beastie Boutique
Joan was extremely valuable in helping me get all the pieces of my business organized and put into one software package that handled everything. I so enjoyed working with her because she was extremely patient with my fears about computers and never had a problem with going over things as often as I needed until I fully understood. I would definitely recommend her to any small business owner in need of some professional help.
Sharon Richardson
Letsmakeup!