Burgess & Company was founded in 1986. Our philosophy has remained constant over the years: to offer superior service to our clients in the areas of assurance, tax and consulting. We combine unparalleled technical expertise with close personal attention to our clients. We promise a high level of service to help you address your tax and accounting issues. We believe in the value of personal relationships where both our clients and our firm can benefit.
Burgess & Company belongs to various professional associations, including the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
The firm's philosophy has remained constant over the years: to offer superior service to our clients in the areas of assurance, tax, and consulting. We provide unparalleled technical expertise combined with close, personal attention to our clients. We promise a high level of service to help you address your tax and accounting issues. We believe in the value of personal relationships where both our clients and our firm can benefit.
We strive to improve our quality of service. Every two years, our Firm undergoes a peer review by the American Institute of Certified Public Accountants. As a result of this commitment to our people and our practice, Burgess & Company continues to grow by referrals and word-of-mouth. We welcome new clients to contact us and experience our high levels of technical expertise and client service.
Tax Accounting & Business Consulting for Mindfulness Startup
Accounting
Less than $10,000
Jan. 2018 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They've definitely helped me capitalize costs I've incurred in the business."
Mar 19, 2020
Founder & CEO, Headway
David Mongan
Verified
Information technology
San Francisco, California
1-10 Employees
Phone Interview
Verified
Burgess & Company provides tax accounting and bookkeeping services for a wellness application.
Burgess & Company's efforts have been met with positive acclaim. The team is conservative with their suggestions and are overall very helpful.
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 founder and CEO of Headway. We're an app that helps people cultivate better mental routines.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Burgess & Company?
We needed help with accounting.
SOLUTION
What was the scope of their involvement?
They helped us with some minor tax accounting and general bookkeeping. When I started the company, I had some questions about which corporate structure to follow and what were the basic tax implications with each one was.
What is the team composition?
We have one main point of contact.
How did you come to work with Burgess & Company?
I found them through a personal reference in my network and I used them for personal tax accounting.
How much have you invested with them?
We invest $1,000 per year.
What is the status of this engagement?
We began working together in December 2018, and our engagement is ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
They've definitely helped me capitalize costs I've incurred in the business. They've been able to give me peace of mind while also freeing up some of my time.
How did Burgess & Company perform from a project management standpoint?
They performed well.
What did you find most impressive about them?
They tend to be very honest and conservative, which I appreciate in an accountant. They never encourage me to do anything risky.
Are there any areas they could improve?
No, nothing comes to mind.
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 1-1 of
1 Reviews
Locations (1)
Burgess & Company Certified Public Accountants, Inc.63 East Fourth AvenueSan Mateo, CA,
United States94401
+1.415.777.0601
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