Accounting
$50,000 to $199,999
Jan. 2010 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They’re easy to communicate with and are always available to us."

Jun 16, 2020

President, Vehicle Accessory Retailer

Anonymous

Retail
Brewster, New York
1-10 Employees
Phone Interview
Verified

Sternbach & Rose, CPAs provide bookkeeping, payroll, and tax filing services to an e-commerce company. They also consult on other financial needs.

Sternabach & Rose, CPAs cleaned up the client’s books and got them back on track. The team at Sternbach & Rose, CPAs is organized and thorough. They understand the client’s business and are a trustworthy partner.

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 of an e-commerce company that sells vehicle accessories.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with Sternbach & Rose, CPAs?

When we first started, we had an accountant that wasn’t experienced with online businesses, and it was a mess. We needed to bring in a new accountant to clean up our books.

SOLUTION

What was the scope of their involvement?

They do bookkeeping, file our taxes, handle our payroll, and consult with us on other business and financial matters. For example, they gave us advice on how to handle COVID-19 loan programs.

What is the team composition?

Ellen (CPA & Co-Founder) is our main point of contact.

How did you come to work with Sternbach & Rose, CPAs?

We found them through Google. We met with several accountants before choosing to go with Ellen.

How much have you invested in them?

We’ve spent about $20,000 with them so far.

What is the status of this engagement?

We started working together in 2010, and our relationship is ongoing.

RESULTS & FEEDBACK

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

Since they cleaned up our books, we haven’t had any problems with the IRS. Before, we would get contacted by the IRS because our accountant didn’t do our taxes properly.

Since they handle our bookkeeping and payroll too, it helps us save time and gives us peace of mind. Ellen knows what she’s doing and we can trust her for advice.

How did Sternbach & Rose, CPAs perform from a project management standpoint?

They’re easy to communicate with and are always available to us. We use Base Camp and email. I can contact them, and they’ll get back to me within the hour.

What did you find most impressive about them?

Ellen knows what she’s doing, and she understands our business. They treat us like a partner rather than a customer.

Are there any areas they could improve?

No, they do a great job. I have no intention of going anywhere else.

RATINGS

5.0

Sternbach & Rose, CPAs

Certified public accountant in Thornwood.

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