Nathan|Kaufman Accountants and Advisors was founded in 1997 as Nathan Accounting Group. In 2012 Alan Nathan and Daniel Kaufman merged their practices and operated as Nathan Accounting Group, a traditional full-service accounting firm servicing clients primarily in Connecticut, New York, and Massachusetts. Both Nathan and Kaufman had a vision to provide exceptional client service, delivery of actionable information and help their clients grow their businesses to build generational wealth.Traditional full-service accounting firms are great at telling a business owner what happened last year. A traditional accounting firm is always looking to the past. Business owners need to know that taxes are being prepared accurately, but more importantly, they need to know that they are not paying too much in taxes. There is no way to accomplish this when your accountant is a year behind.By 2021, Nathan and Kaufman had concluded that the only way to provide their clients with the services they needed was to have a laser focus on one thing and one thing only, small business owners. We understand the needs of small business owners because that is what we are. We have gone through the M & A process, we have built or accounting system to provide the information that we need to run our business, not just to assist us with governmental compliance. We are constantly evaluating new tax law and code to see how it can benefit our firm and our clients.Nathan|Kaufman Accountants and Advisors is not the firm for every business. If you want to partner with your CPA to help you achieve your business goals and maximize your success, please reach out to schedule and appointment with one the partners.
Nathan Accounting Group offers reliable accounting services with clear communication and timely project completion. Clients report an investment of around $5,000 for ongoing services, emphasizing their value for cost and professionalism.
Accounting Services for Music & Education Nonprofit
Accounting
Less than $10,000
Jan. 2015 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"We’re impressed with how reliable and professional they are."
Sep 13, 2022
President & Founder, 88 International
Kimball Gallagher
Verified
Arts, entertainment & music
New York City, New York
1-10 Employees
Phone Interview
Verified
Nathan Accounting Group provides accounting services for a music and education nonprofit. This mainly involves filing the client’s tax forms.
Nathan Accounting Group has been doing a flawless job as the client’s accounting partner. The team delivers error-free work in a timely and budget-friendly manner. They’re also very professional, reliable, and responsive. Overall, the entire process has been seamless.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
BACKGROUND
Introduce your business and what you do there.
I’m the president and founder of 88 International. We’re a music and education nonprofit that organizes social impact projects in developing countries like Tunisia, Myanmar, and Senegal.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Nathan Accounting Group?
We hired them for their accounting services.
SOLUTION
What was the scope of their involvement?
Nathan Accounting Group provides us with accounting services. They’re mainly in charge of filling out and submitting our tax forms.
What is the team composition?
We've worked with at least four people from their team.
How did you come to work with Nathan Accounting Group?
A close friend of mine referred them to me.
How much have you invested with them?
We’ve invested about $5,000.
What is the status of this engagement?
We started working with them in January 2015, and our engagement is still ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
I never find any errors in their work.
How did Nathan Accounting Group perform from a project management standpoint?
Their communication is clear, and they always adhere to deadlines. Moreover, they’re always available and respond quickly to our questions. For communication, we use email; they also use the same method to send sensitive documents.
What did you find most impressive about them?
We’re impressed with how reliable and professional they are. Also, we appreciate their patience in answering our very basic questions.
Are there any areas they could improve on?
No — they’ve done a great job, and I have no complaints.
Do you have any advice for potential customers?
Don’t be afraid to ask questions.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting Services for Managed IT Services Company
Accounting
Less than $10,000
Jan. - Dec. 2021
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"The overall knowledge of the team is always excellent."
Aug 23, 2021
Founder & CEO, ASG Information Technologies
Robert Mitchell
Verified
Other industries
Wallingford, Connecticut
11-50 Employees
Online Review
Verified
A managed IT services company partnered with Nathan Accounting Group to provide accounting services. The team is tasked with managing the client's interests.
Thanks to Nathan Accounting Group's engagements, they have provided effective accounting services. The client's taxes are filed on time, The team has accommodated the client thoroughly to answer all the inquiries. Their timeliness and communication have been impressive.
The client submitted this review online.
BACKGROUND
Please describe your company and your position there.
We are a Managed IT Services Provider. My position is Founder & CEO. I am the internal resource handling all outside vendor/ partner relationships.
OPPORTUNITY / CHALLENGE
For what projects/services did your company hire Nathan Accounting Group, and what were your goals?
I hire Dan and Nathan Accounting years ago because I needed to fire my past accountant. I was looking for an accounting partner that would look out for my and my company's best interests and not the IRS.
SOLUTION
How did you select this firm and what were the deciding factors?
I talked to several accountants during the selection process and Dan Kaufman was the one that I believed in and trusted.
Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.
Dan and Nathan Accounting does our taxes yearly for my company, my wife's company, our personal taxes, as well as our other real estate investments. Dan is also available for any other accounting/ tax related issues or questions over the course of the year.
Describe their billing or cost structure.
They bill us as they go for the work completed.
How many resources from the firm's team worked with you, and what were their positions?
I've dealt with several of the Nathan Accounting staff over the years. The experience with the staff has always been solid as well.
RESULTS & FEEDBACK
Can you share any measurable outcomes of the engagement or general feedback about the services?
Taxes are always filed on-time, questions are always answered. My feedback here is extremely positive, which is the reason why I've been with Dan Kaufman and Nathan Accounting for as many years as I have.
Describe their project management style, including communication tools and timeliness.
They get done what they need to get done, by the set deadline. It's always done with great communication and all questions are always well answered.
What did you find most impressive or unique about this company?
The overall knowledge of the team is always excellent. If they don't know something, they aren't afraid to admit, research and get back to me on the questions.
Are there any areas for improvement or something they could have done differently?
None that I can think of.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Showing 1-2 of
2 Reviews
Locations (2)
Avon Park North, 200 Fisher DriveAvon, CT,
United States06001
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