An Accounting Firm based in San Diego, CA
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.
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Tax Prep, Bookkeeping, Consulting for Digital Agency
"Their response times and accuracy are phenomenal."
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the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I am the CEO of Tiny Frog Technologies, a digital agency.
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.
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.
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.
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.