786 Venture CPA

BACKGROUND

Introduce your business and what you do there.

I'm the owner of The Wave Universe Clothing, an e-commerce company. The Wave is a fashion brand that creates premium eco-friendly garments with clean designs, celebrating individuality and fostering a sense of connection and belonging.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with 786 venture CPA?

We needed help with our annual tax, from sole proprietorship to incorporation transition, monthly accounting help, and guaranteed protection against audits.

SOLUTION

What was the scope of their involvement?

786 venture CPA provides bookkeeping and tax management services.

What is the team composition?

We work with one teammate from 786 venture CPA.

How did you come to work with 786 venture CPA?

They were referred to me. We chose 786 venture CPA over other options because they had high ratings, their pricing fit our budget, and they offered good value for the cost.

What is the status of this engagement?

We started working with them in June 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Thanks to 786 venture CPA's work, we've reduced the time we spend dealing with tax and accounting tasks by more than two hours. In addition, they've maximized our tax return.

How did 786 venture CPA perform from a project management standpoint?

786 venture CPA's project management is pretty good. Our primary forms of communication with them are virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

786 venture CPA's response time is pretty quick, and they handle everything on time.

Are there any areas they could improve?

It would be great if they were cheaper.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of an interior design company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 786 venture CPA to accomplish for your business?

We needed help with our tax matters.

SOLUTION

What was the scope of their involvement?

786 venture CPA has worked with me to clear up over two years of tax matters. The team has also provided bookkeeping, payroll, and financial consulting services.

What is the team composition?

We’ve worked with 2–5 members of 786 venture CPA’s team.

How did you come to work with 786 venture CPA?

We found them through an online search and a referral. We chose them because they had high ratings, were close to my geographic location, and their pricing fit our budget.

What is the status of this engagement?

We started working together in January 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

786 venture CPA has worked with me to clear up over two years of tax matters, with effortless communication. They were extremely prompt and very quick to respond, and got the tax return completed. Before filing, they also had a meeting to walk me through all of my returns and what each meant, discussed various tax planning methods to maximize my benefit and save me the maximum taxes. They are very quick to respond, very communicative, and a big team with a very professional communication style.

How did 786 venture CPA perform from a project management standpoint?

They deliver on time. Our primary forms of communication are virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

786 venture CPA’s communication, authenticity, care, and prompt service are impressive. They’re extremely prompt and quick to respond. Moreover, they have a big team with a very professional communication style.

Are there any areas they could improve?

I don’t think there’s anything they can improve on.