Brainy Advisors Review Insights

Overall Review Rating

5.0

Quality 5.0
Schedule 5.0
Cost 5.0
Willing to Refer 5.0

Top Mentions

Review Highlights

Expertise in Financial Strategy and Advising

Brainy Advisors provides valuable financial advising, including margin calculations and pricing strategies, helping clients optimize their financial processes and increase profitability.
Cost-Effective Services

Clients note that Brainy Advisors offers good value for the cost, providing expert services without unnecessary expenses. This cost-effectiveness is a significant factor in client satisfaction.
Alignment with Client Values

Clients choose Brainy Advisors not only for their technical skills but also because their values align well with those of the clients. This alignment fosters trust and long-term partnerships.
Proficient in Accounting and Bookkeeping

Brainy Advisors consistently delivers accurate and detailed financial reports, helping clients understand their business performance and improve practices. Their expertise in bookkeeping and accounting is highly valued by clients across various industries.
Timely and Responsive Project Management

Clients appreciate Brainy Advisors for delivering reports on time and maintaining clear communication. Their project management skills ensure that client needs are met promptly, often exceeding expectations with early completions.

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Brainy Advisors Reviews

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Accounting
Management Accounting QuickBooks Accounting & Implementation Bookkeeping Financial Accounting Payroll Processing
Confidential
Nov. 2024 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Brainy Advisors has always delivered our reporting on time."

Jan 6, 2026

Architect, Classical Design Group

Wesley Azzouz

Other industries
San Luis Obispo, California
1-10 Employees
Online Review
Verified

Brainy Advisors provides accounting and bookkeeping services for an architecture firm. They maintain the financial records, reconcile the accounts, and provide quarterly and annual financial reports.

Brainy Advisors provides accurate and detailed financial reports, allowing the client to understand their business performance and improve their business practices. The team is professional, smart, and hard-working. They deliver on time and ask clarifying questions to ensure accurate reporting.

BACKGROUND

Introduce your business and what you do there.

I’m an architect at Classical Design Group, an architecture firm.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Brainy Advisors to accomplish for Classical Design Group?

We hired Brainy Advisors to do monthly, quarterly, and annual accounting and bookkeeping for our architecture firm.

SOLUTION

What was the scope of their involvement?

Brainy Advisors maintains the accounting records for our architecture firm, including bank accounts, credit cards, and loans. They use QuickBooks Online for this. Every month, all of the accounts are reconciled, and we receive quarterly and annual accounting reports, including profit/loss, balance sheets, and other reports as we request them. Brainy Advisors also verifies our payroll; we use QuickBooks Online and QuickBooks Payroll.

What is the team composition?

We work with one teammate from Brainy Advisors.

How did you come to work with Brainy Advisors?

We found them through an online search. We chose them over other options because they had high ratings, good value for the cost, and accountants who reviewed the bookkeeping.

What is the status of this engagement?

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

RESULTS & FEEDBACK

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

Brainy Advisors provides profit/loss statements, balance sheets, and other financial reports as we request them. They always provide accurate and prompt service with a high degree of professionalism. Because the accounting is kept so well, we can understand how our company is performing. For each project, Brainy Advisors tracks the income and expenses so we know how each project is performing. With this level of detail, we know how to improve our business practices.

How did Brainy Advisors perform from a project management standpoint?

Brainy Advisors has always delivered our reporting on time. They ask any clarifying questions of our team so that they can complete the reporting on time. We communicate via virtual meetings, email, and messaging apps.

What did you find most impressive about them?

Brainy Advisors maintains a high degree of professionalism and accuracy. They’re truly a smart and hard-working team.

Are there any areas they could improve?

We can’t think of anything they can improve. We even received a phone call from Trishia (Accounting Manager) when she needed additional information to complete reporting on time.

Do you have any advice for potential customers?

We’re very pleased with the service from Brainy Advisors and highly recommend them to any company that needs accounting and bookkeeping services. Thanks, Trishia!

RATINGS

5.0

"Brainy Advisor is a fantastic accounting firm to work with. They are accurate and punctual, and our accountant, Trishia Anne Castro, is professional and wonderful to work with."

Accounting Financial Advising & Planning
QuickBooks Accounting & Implementation Bookkeeping Financial Accounting
Less than $10,000
Mar. 2024 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They went above and beyond my expectations."

May 6, 2024

Executive, Five Elements Remedies

Anonymous

eCommerce
Houston, Texas
1-10 Employees
Online Review
Verified

Brainy Advisors has streamlined financial records for an e-commerce store. They've also developed a pricing strategy, advised the client on margin calculations, and provided reports for P&L (Profit & Loss).

Brainy Advisors has effectively attended to all of the client's bookkeeping needs (six months of books) within a month — a week ahead of the agreed-upon deadline. They've also helped the client save costs and exhibited high responsiveness, professionalism, and communication throughout the project.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am an executive at Five Elements Remedies

Describe what your company does in a single sentence.

E-commerce store selling Chinese tincture herbal remedies, custom herbal prescription and wellness consultation service.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Brainy Advisors to accomplish?

Bringing and organizing books up to date
Margin calculations and pricing strategy

SOLUTION

How did you find Brainy Advisors?

Referral

Why did you select Brainy Advisors over others?

Pricing fits our budget
Good value for cost
Referred to me
Company values aligned

How many teammates from Brainy Advisors were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Catchup month to month P&Ls for past 6 months of books
Clean up and organize books
Provide advising on margin calculations on products and services

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

6 months of books were caught up within 1 month deadline
P&L reports completed
books are in good order and organized
pricing on products and services established with proper margins calculated

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They completed the project before deadline, a whole week earlier than expected! Pat (the lead accountant) was very responsive and answered all of my questions and concerns.

What was your primary form of communication with Brainy Advisors?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

Brainy is very professional and completed many of my overdue bookingkeeping needs! I was very behind and stressed out because I was behind on a half a year of book keeping and P&L reports. They were able to finish a week earlier than the deadline.

I also needed quick financial advising on calculating profit margins after all expenses for my products and services. I had many expenses in product fulfillment such as boxing material, labor expense, shipping cost, etc. They helped me incorporate in these expenses to establish an initial pricing on the product line.

Overall, I don't think I would be able to achieve completing this project without spending double the cost with another company. Brainy is professional, great communicators, experts in their field, and will meet crucial deadlines.

Are there any areas for improvement or something Brainy Advisors could have done differently?

Nothing that I can think of. They went above and beyond my expectations.

RATINGS

5.0

"Stellar service and I plan to be their customer for long term. They did so great on this project that it inspired me to leave a review for them!"

Accounting
Bookkeeping Tax Preparation
Less than $10,000
Apr. 2024 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The team is very personable and easy to work with!"

Nov 6, 2024

Owner, Protrero

Tom Schweers

Other industries
Seattle, Washington
1-10 Employees
Online Review
Verified

Brainy Advisors provides ongoing bookkeeping services for an IT and software consulting company. The team is responsible for the client's monthly bookkeeping, compliance, and reporting.

Thanks to Brainy Advisors' work, the client receives monthly reports on time. The team is personable and easy to work with, ensuring a successful ongoing engagement. Brainy Advisors provide timely deliverables and is responsive to the client's needs. They communicate via emails and messages.

Accounting Finance & Accounting Outsourcing (FAO) Financial Consulting
Less than $10,000
Mar. 2024 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"I'm very satisfied."

Nov 5, 2024

CFO, E-Commerce Company

Anonymous

eCommerce
Sterling, Virginia
1-10 Employees
Online Review

Brainy Advisors provides financial advice and bookkeeping services for an e-commerce company. The team is responsible for managing the client's finances and providing consulting services.

Thanks to Brainy Advisors' work, the client better understands their financial position. The team has ensured that the project goes smoothly throughout the engagement. Brainy Advisors provides the client with easily accessible help and feedback. The client is delighted with the team's work.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CFO of an e-commerce company

Describe what your company does in a single sentence.

We sell toy car mats

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Brainy Advisors to accomplish?

Financial Advice
Bookkeeping

SOLUTION

How did you find Brainy Advisors?

Online Search

Why did you select Brainy Advisors over others?

Pricing fit our budget
Good value for cost

How many teammates from Brainy Advisors were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We sell play mats for kids, we also offer mousepads and market them on YouTube.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Greater understanding of our financial position

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, everything is nice and smooth.

What was your primary form of communication with Brainy Advisors?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

Easy access to help and feedback.

Are there any areas for improvement or something Brainy Advisors could have done differently?

I'm very satisfied.

RATINGS

5.0

Showing 1-4 of 4 Reviews

Monthly Business Bookkeeping Packages

We offer world-class bookkeeping services to clients across the globe, managed exclusively by CPAs. We'll update your books promptly every month, with a focus on our four tenets: - Accurate numbers - Dependable and Predictable Timeline - Scalable as Your Business Grows, and - Affordability. We aim to be your next and last bookkeeping firm.

Small

Startups & Small Businesses with <$30k Expenses/Mo

$229 /month

Monthly Reconciliation
Financial Statements
CPA Assigned to Your Business
On-Demand Calls
Tax-Ready Financials at Year End

Medium

Medium Sized Businesses with $30k-$80k Expenses/Mo

$379 /month

Monthly Reconciliation
Financial Statements
CPA Assigned to Your Business
On-Demand Calls
Tax-Ready Financials at Year End

Large

Large Businesses with $80k-$150k Expenses/Mo

$699 /month

Monthly Reconciliation
Financial Statements
CPA Assigned to Your Business
On-Demand Calls
Tax-Ready Financials at Year End

Features	Small $229 /mo	Medium $379 /mo	Large $699 /mo
Monthly Reconciliation
Financial Statements
CPA Assigned to Your Business
On-Demand Calls
Tax-Ready Financials at Year End
Personalized Chart of Accounts

Small $229 /mo
Monthly Reconciliation
Financial Statements
CPA Assigned to Your Business
On-Demand Calls
Tax-Ready Financials at Year End
Personalized Chart of Accounts

Medium $379 /mo
Monthly Reconciliation
Financial Statements
CPA Assigned to Your Business
On-Demand Calls
Tax-Ready Financials at Year End
Personalized Chart of Accounts

Large $699 /mo
Monthly Reconciliation
Financial Statements
CPA Assigned to Your Business
On-Demand Calls
Tax-Ready Financials at Year End
Personalized Chart of Accounts

Locations (1)

Houston, TX, United States

10 - 15

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Brainy Advisors

Led by Former Big 4 CPAs - Rates Start at $195/mo!

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Reviews

Brainy Advisors Review Insights

Overall Review Rating

Top Mentions

Review Highlights

Expertise in Financial Strategy and Advising

Cost-Effective Services

Alignment with Client Values

Proficient in Accounting and Bookkeeping

Timely and Responsive Project Management

Reviews mentioning:

Brainy Advisors Reviews

Accounting & Bookkeeping for Architectural Firm

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OPPORTUNITY / CHALLENGE

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RESULTS & FEEDBACK

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Accounting & Financial Advising for E-Commerce Store

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SOLUTION

RESULTS & FEEDBACK

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Bookkeeping & Accounting for IT & Software Consulting Co

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Accounting & Financial Consulting for E-Commerce Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

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