Virginia Accounting Firm
An accounting firm is known for the quality of its service. My firm's reputation reflects the high standards I demand of myself.
My primary goal as a trusted advisor is to be available and to provide insightful advice to enable my clients to make informed financial decisions. I do not accept anything less from myself and this is what I deliver to you.
I feel it is extremely important to continually professionally educate myself to improve my service to my clients.
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the project
Tax Accounting for Web-Based Startup
"Our entire engagement was seamless, and it was a positive experience working with Carl."
the reviewer
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 was involved with a startup called Cocktail Network. I was the CTO when I was working there, primarily involved with the development and tech management.
What challenge were you trying to address with Carl C. Shade, CPA?
We worked with Carl C. Shade, CPA for tax accounting services.
What was the scope of their involvement?
Since we were an S corporation, there were a lot of taxation services needed. They helped with all of that from the beginning.
What is the team composition?
We were only involved with Carl (CPA).
How did you come to work with Carl C. Shade, CPA?
A business partner introduced us.
How much have you invested with them?
We spent $400 annually.
What is the status of this engagement?
Our partnership lasted from 2012–2019.
What evidence can you share that demonstrates the impact of the engagement?
Our entire engagement was seamless, and it was a positive experience working with Carl. He was accommodating, handling everything promptly. He was accessible to answer any questions we had.
How did Carl C. Shade, CPA perform from a project management standpoint?
Mostly, we spoke to Carl annually. Every once and a while, I would contact him with a question related to recordkeeping and anything else that came up. While we didn’t meet in person, we wanted someone familiar with local rules and regulations.
What did you find most impressive about them?
His responsiveness. He was very responsive to our needs.
Are there any areas they could improve?
No, not really.
Carl C. Shade, CPA delivered an efficient service. His responsiveness was particularly noteworthy. Their accessible approach complemented their professional management service.