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An Accounting Firm based in San Diego, CA

5.0
1 review

San Diego is home to Barsa & Company, a full-service CPA firm with the perfect blend of professionalism and personal service. The firm originated in 1987, when Jo Barsa founded her own accounting consulting company. The business emphasized the powerful way technology could positively impact the accounting process, and today we remain deeply connected to maximizing the use of technology in the delivery of our services. 
 

 
Undisclosed
 
Undisclosed
 
2 - 9
 Founded
1987
? These data points are estimates provided by the Clutch team. Each data point can change at any time and is subject to the company’s discretion once they claim ownership over their Clutch profile.
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San Diego, CA
headquarters
  • 12625 High Bluff Drive, Suite 213
    San Diego, CA 92130
    United States
    858.345.5720

Focus

? These focus breakdowns are estimates provided by the Clutch team. Service line and focus breakdowns can change at any time and are subject to the company’s discretion once they claim ownership over their Clutch profile.
Service lines
  • Tax Preparation
  • Payroll Processing
  • Bookkeeping
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Reviews

5.0
1 review
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Tax Prep, Bookkeeping, Consulting for Digital Agency

"Their response times and accuracy are phenomenal."

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5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
Apr. 2012 - Ongoing
Project summary: 

A digital agency hired Barsa & Company, CPAs to take over their books, which were in disarray. Since then, they've managed bookkeeping, accounting, tax preparation, and financial consulting.

The Reviewer
 
11- 50 Employees
 
San Diego, California
Mikel Bruce
CEO, Tiny Frog Technologies
 
Verified
The Review
Feedback summary: 

They successfully cleaned up the books, earning the agency's long term business. They're helpful and the reports they send out are detailed and accurate. They're communicative, responsive, and will do a deep dive into your financials before hiring them.

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 am the CEO of Tiny Frog Technologies, a digital agency.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Barsa & Company, CPAs?

We hired them to address our bookkeeping and accounting. They also do tax preparation and financial consulting for us.

SOLUTION

What was the scope of their involvement?

When we hired them, our books were in disarray. They cleaned up and organized our books. Afterward, they kept our books and kept everything together for the years following.

What is the team composition?

We worked with 2–3 people on their team. It changes by the season, for instance, it increases during tax preparation season.

How did you come to work with Barsa & Company, CPAs?

We put the word out to people in our network, and someone referred us to them.

How much have you invested with them?

We spent over $100000 over the years.

What is the status of this engagement?

We began work in April 2012, and work has continued since.

RESULTS & FEEDBACK

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

They cleaned up our initial financial situation and the mess our books were in. They’re incredibly helpful with the reports they send out each month, they’re very detailed and accurate. The owner is also very kind and helpful with tax advice.

How did Barsa & Company, CPAs perform from a project management standpoint?

They’re fantastic. We mostly have phone calls.

What did you find most impressive about them?

Their response times and accuracy are phenomenal.

Are there any areas they could improve?

No, I can’t think of any.

Do you have any advice for potential customers?

Get a meeting with the owner, it’s incredibly helpful because she’ll do a deep dive into the current situation before you transfer. It gives you perspective on your business and financials.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer
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