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Top Accounting Services for Small Businesses

5.0
10 reviews

LYFE Accounting is a complete one-stop shop accounting company. We serve a wide range of individual and business clients with bookkeeping, tax, CFO and personal financial services. Our team members have decades of combined experience working at Big 4, local and regional accounting firms, Fortune 500 companies, IRS experience and more. Our team comprises of CPAs, registered investment advisors, experienced bookkeepers and tax professionals. 

 
$1,000+
 
$50 - $99 / hr
 
2 - 9
 Founded
2017
Show all +
Atlanta, GA
headquarters

Reviews

5.0
10 reviews
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Tax Preparation for Real Estate Agency

"They were always available and always in communication."

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5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
Jan. - Mar. 2018
Project summary: 

LYFE Accounting provided accounting services for a real estate agency. Their team prepared tax returns and managed bookkeeping for a complex set of public and private deals.

The Reviewer
 
1-10 Employees
 
Atlanta, Georgia
Jeremy Hill
Senior Agent, Horizonz Realty
 
Verified
The Review
Feedback summary: 

LYFE Accounting created systems that make weekly accounting very efficient. The workflow and project management were highly effective. Their team was communicative and made the client feel very comfortable. 

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I am the Senior Real Estate Agent at Horizonz Realty. I assist my broker with training new agents and also help Buyers and Sellers with their transactions.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire LYFE Accounting?

I hired Lyfe to handle our bookkeeping and also tax preparation both professionally and personally.

What were your goals for this engagement?

My goals for this engagement was for it to be done accurately, timely, and efficiently.

SOLUTION

How did you select this vendor?

I met some of the staff while at a networking event at the W Atlanta.

Describe the engagement in detail.

Once we selected Lyfe, we started meeting regularly with Sean and other staff in reference to the complex nature of our real estate brokerage. We currently do property management as well as handle real estate transactions for a number of clients. We serve everyone from Non profits to even city and state governments.

We had some past issues with getting this done in a timely manner, so that was a big concern for us heading into the project. Sean and his staff came to our office and told us that they use a “white glove” approach when it comes to our business. We were reluctant at first, but Sean and his staff fit in with our office culture and soon gained our trust from their extensive knowledge of accounting principles and practices.

Describe their billing or cost structure.

Sean made us certain of Lyfe’s efficiency by demonstrating the care and concern for every line item. They even let us pay after they finished their work, which proved to be more than worth it.

What was the team composition?

We mainly worked with Sean, however there was about 4 people from Lyfe that we communicated with throughout the process.

 

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

We now have systems in places that were recommended by Lyfe, that make our weekly accounting work seamlessly

How effective was the workflow between your team and theirs?

The workflow was very effective, we made Sean and his team aware of our processes and controls which proved to be a very wise thing to do. Sean and his team communicated very with us every step of the way.

What did you find most impressive about this company?

I was most impressed by the way Lyfe made us feel. It was like we were their only client by the way they treated us. They were always available and always in communication.

Are there any areas for improvement?

The only area of improvement would be for Lyfe to stop working after hours. We would get emails at 11pm about the project which is great for us, but I would have liked for them to let us know updates during business hours.

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

Tax Preparation for Business Contractor

"It seems to me they know all the deductions and credits that are available for small businesses."

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5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
Feb. - Mar. 2019
Project summary: 

LYFE Accounting provided tax preparation services for a restaurant chain. Their team supplied an accountant to ensure maximum efficiency and compliance with tax filings.

The Reviewer
 
11-50 Employees
 
Atlanta, Georgia
Business Development Manager, Restaurant Chain
 
Verified
The Review
Feedback summary: 

LYFE Accounting's efforts were effective and helped the client take advantage of tax credits and deductions. Their team thoroughly explained the client's tax situation. Workflow and communication were extremely good. All deadlines were met promptly. 

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

Business development manager for local restaurant chain. I help drive more business for catering services.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire LYFE Accounting?

I hired LYFE Accounting for business tax preparation.

What were your goals for this engagement?

To not owe any money on after filing our tax returns and make use of any credits available.

SOLUTION

How did you select this vendor?

We work with their sister company on other projects as well.

Describe the engagement in detail.

The engagement was really straight forward. I do a good job keeping up with all receipts, expenses and sales. I provided them with a spreadsheet of what I had accounted for throughout the year. I did have to provide more information, clarify some things, but overall the process was easy.

Describe their billing or cost structure.

Their cost structure was based on the forms/inputs I believe. We paid a single fee for everything.

What was the team composition?

I worked with one person who is a certified public accountant.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

I wanted to take advantage of as many deductions and credits as possible. I was happy with the outcome mainly the throughly explanations of tax situation. I've already put in place some things to make our next filing better.

How effective was the workflow between your team and theirs?

Workflow was extremely effective. Communication was great. We stuck to our arranged times and deadlines. And again, they did a great job of explaining the numbers.

What did you find most impressive about this company?

It seems to me they know all the deductions and credits that are available for small businesses. I know there are alot, so someone just being able to talk me through exactly what we qualify for was impressive.

Are there any areas for improvement?

The upfront cost is a little higher than what you would pay an individual tax preparer, but we were comfortable with this given the amount of money we were able to save.

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

Monthly Bookkeeping for Artist Management Company

"Their customer service is really good."

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5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
Apr. 2019 - Ongoing
Project summary: 

LYFE Accounting provides monthly bookkeeping services to an artist management company. Their team provides financial reports and analysis. 

The Reviewer
 
11-50 Employees
 
Atlanta, Georgia
William Brown, CPA
CEO, WJB Management
 
Verified
The Review
Feedback summary: 

LYFE Accounting provides quality services in a timely fashion, typically responding within the day. Clients can expect a high level of customer service and support.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I am the CEO of WJB Management. We provide full service artist management solutions for a variety of clients nationwide. We utilize the knowledge of some of the most experienced and respected professionals and take pride in implementing innovative business solutions to develop the careers of every client we serve. Our services are comprehensive and tailor to the needs of our clients.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire LYFE Accounting ?

Monthly bookkeeping services and financial reports

What were your goals for this project?

I am a CPA, but I don't have the time to prepare bookkeeping transactions, so I used LYFE Accounting for help.

SOLUTION

How did you select this vendor?

I worked with LYFE Marketing and they told me about LYFE Accounting. I have a great experience with their marketing team, so I also used them for the accounting side. 

Describe the project in detail.

We have them do our monthly bookkeeping within Quickbooks. Everything else is easy to keep track of from the financial reports and payroll. We will occasionally get feedback from their team about what we can do to increase profits. 

What was the team composition?

We work directly with a CPA.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

I appreciate the timely responses and accurate bookkeeping. It helps that they also have CPAs so that I can ensure competency. 

How effective was the workflow between your team and theirs?

It was very effective. No complaints. 

What did you find most impressive about this company?

Their customer service is really good. I usually get an email response the same day or the very next day at the latest which is appreciated in my fast-paced world. 

Are there any areas for improvement?

Maybe the presentation could look better, but overall they are doing a great job. 

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

Bookkeeping Services for Content Production Company

"It's clear that they take their practice seriously and I have full trust in their team."

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5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
May 2019 - Ongoing
Project summary: 

LYFE Accounting provides bookkeeping services for a content production company.

The Reviewer
 
1-10 Employees
 
Greenville, South Carolina
Laura Vincent
CEO, The Content Company
 
Verified
The Review
Feedback summary: 

The bookkeeping service provides accurate and trustworthy reporting to the client. LYFE Accounting is customer-friendly and flexible. Their team provides quality service and customer support and establishes a steady workflow.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I am the owner of The Content Company. We offer customized services to out-of-company clients. Create teams and head them for clients who specifically ask for one. Edit and proofread all the content whether it’s written by me or not, to ensure quality.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire LYFE Accounting ?

We work with LYFE Accounting on our bookkeeping and now considering CFO service.

What were your goals for this engagement?

To get an accurate depiction of our company's financials every month.

SOLUTION

How did you select this vendor?

I talked with Krystal and was impressed with what she had to say. She helps prepare the books, so it really gives me peace of mind that what is being done is correct.

Describe the engagement in detail.

I gave them access to our bank account and PayPal. My accountant will routinely call me to ask me to clarify what certain transactions are being used for. They also provide some insight into things we can do to save more money and prepare for taxes.

Describe their billing or cost structure.

I pay a flat rate of $400 per month.

What was the team composition?

I worked directly with Krystal who is my CPA.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

We get an accurate depiction of our company's financials every month.

How effective was the workflow between your team and theirs?

Workflow is easy and customer friendly. I just have to clarify some transactions that they would not know how to classify.

What did you find most impressive about this company?

The service and price are really great. It's clear that they take their practice seriously and I have full trust in their team.

Are there any areas for improvement?

No, we love everything.

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

Accounting & Financial Advising for Local Nonprofit

“LYFE Accounting genuinely wanted to see us succeed.”

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5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
May - Aug. 2018
Project summary: 

LYFE Accounting helped a nonprofit organize and host a financial literacy outreach program for local entrepreneurs and small businesses. They also managed the nonprofit’s internal finances, including a grant.

The Reviewer
 
1-10 Employees
 
Atlanta Metro Area
Director, Local Nonprofit
 
Verified
The Review
Feedback summary: 

LYFE Accounting built a solid financial foundation, ensuring the nonprofit could sustain itself for years to come. They provided helpful budgeting and finance materials that a grant organization has since replicated. The client-oriented and responsive team executed a successful training event.

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 co-director of a nonprofit that helps people of color pursue small business and entrepreneurial initiatives.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with LYFE Accounting?

My company was operating off of a grant from a much larger organization. This was the first time we’d dealt with such a large sum of money, and we needed help managing it. We also needed assistance in hosting a financial literacy training event.

SOLUTION

What was the scope of their involvement?

LYFE Accounting managed our three-year grant and its continuation plan. They created a proper budget for allocation to different programs and projects. LYFE Accounting helped us keep track of our receipts and spending for the monthly reconciliation and audit we had to do for the grant funders, along with the report and taxes we needed to file annually. They also proposed a simple investment plan for the future.

Additionally, LYFE Accounting helped us hold a two-series financial literacy training event. We had one-on-one training for each small business or entrepreneur that attended, and they could then continue working with LYFE Accounting if they needed to. The event also featured brand and professional development.

What is the team composition?

My team worked directly with Krystal (CPA, LYFE Accounting). We told her our company’s story, and she was extremely hands-on with us.

How did you come to work with LYFE Accounting?

We reached out to LYFE Accounting because they specialized in small business accounting. Also, Krystal and I are alums of the same college, and I knew that her business was affiliated with that school.

How much have you invested with them?

We spent less than $5,000. For the two-series program, we paid $225 per hour.

What is the status of this engagement?

Our work together was from May–August 2018.

RESULTS & FEEDBACK

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

We had a very comprehensive affiliation with LYFE Accounting, and they set us up for success. They prepared us to manage our finances on our own, and we can still reach out to them if we don't understand something. They made sure we were able to sustain ourselves.

Whenever we had our monthly grant reviews, the grant organization was very impressed by the way LYFE Accounting handled our budgeting and allocated our funds, along with the documents that they provided to keep track of our receipts and spending. The grant organization began sending out one of LYFE Accounting’s rubrics to other grant holders, and I think that speaks volumes to how credible the content that they gave us was. Also, the literacy training event was very successful.

How did LYFE Accounting perform from a project management standpoint?

Krystal was patient with us and explained everything in layman’s terms so that we could understand something in the moment but then also be able to replicate it. Even after the financial literacy program ended, she gave us content so that we could answer follow-up questions.

Even though she’s a busy accountant, Krystal had no problem meeting with us weekly to go over objectives, especially leading up to the program. We planned everything out, from how many people we would meet with to how long each section of the program would be. Our communication setup was very open; I could text Krystal at any time, and she was extremely responsive.

What did you find most impressive about them?

They were truly focused on finding the solution that would work best for us, even if it meant going with services that they didn’t offer. Krystal was always honest if they couldn’t provide us with a service, and she gave us a list of businesses who could.

LYFE Accounting genuinely wanted to see us succeed. We’d worked with other accountants and money management people in the past who only cared about the money, not what we do as a faith-based nonprofit. Krystal cared about what we were going through and wasn’t just trying to sell us her services. She was personable and easy to work with.

Are there any areas they could improve?

No, I don’t have anything.

Any advice for potential customers?

Be comfortable divulging all of your financial information so that LYFE Accounting can find the best solutions for you. It can be uncomfortable to talk about money, but if you withhold information, you’ll hinder Krystal from doing the best that she can possibly do. My team learned early on that it was best to lay out all of the details regarding how our grant operated and what our requirements were.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
    Other companies were cheaper, but we got the best bang for our buck with LYFE Accounting. Their costs were worth it.
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer
    I’ve already referred them many times.

Tax Preparation Services for Textbook Marketplace

"They go out of their way to understand their clients."

See More

5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
Mar. - Apr. 2016
Project summary: 

After conducting an initial consultation, LYFE Accounting gathered questionnaire answers and financial records from the client. The team used this information to prepare the client's taxes.

The Reviewer
 
1-10 Employees
 
New York, New York
William Jennings, Jr.
President, CheckMyBookstore
 
Verified
The Review
Feedback summary: 

The client was pleased with the accuracy and timeliness of the services, and LYFE Accounting proved to be committed to their success. Their tailored recommendations and valuable insights set them apart from other providers.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I am President of CheckMyBookStore. CheckMyBookstore.com is a website that allows college students to create their own bookstore, set their own prices for their textbooks and meet up with students right at their campus to make exchanges.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire LYFE Accounting?

For tax preparation services

What were your goals for this engagement?

To get our taxes filed both individually and for our business.

SOLUTION

How did you select this vendor?

I only considered them as they were highly recommended through a respected colleague.

Describe the engagement in detail.

We spent about 30 minutes going through an initial consultation. Then I went through a questionnaire to get them details on our business. She requested financials and i had to sign a few documents. Standard business tax prep stuff.

Describe their billing or cost structure.

One time payment of $695

What was the team composition?

I worked mainly with one person. She prepared our taxes, reports, statements and general needs we had.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Everything was accurate and filed on time.

How effective was the workflow between your team and theirs?

We had one meeting to file which lasted about 3 hrs.

What did you find most impressive about this company?

They go out of their way to understand their clients. I could tell our accountant wanted to be more than just our tax prepare. Also, I liked how they gave us several tips and ideas for the next time we needed to file.

Are there any areas for improvement?

Everything went well.

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

Budgeting Consultation for Hospitality Company

"She does a great job of breaking it down for anyone to understand."

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5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
Nov. 2018 - Jan. 2019
Project summary: 

LYFE Accounting offered financial consulting services to help a hospitality company distribute funds for a sales and marketing budget. The consultation was done via video conference.

The Reviewer
 
10,000+ Employees
 
United States
Sales Manager, Hospitality Company
 
Verified
The Review
Feedback summary: 

Internal stakeholders are pleased with the insights that LYFE Accounting provided. The dedicated accountant gave simple explanations and clear descriptions of each item on the budget. The team's seamless workflow made for a fruitful engagement.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

Sales manager for corporate hospitality company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire LYFE Accounting?

LYFE Accounting provided financial consultation and budgeting.

What were your goals for this engagement?

To figure out how to properly distribute our sales and marketing budget for 2019.

SOLUTION

How did you select this vendor?

Through a trusted referral.

Describe the engagement in detail.

I had several things i wanted them to take a look at and give me advice. We set up a time to discuss over a video conference. During the conference, we shared screens and discussed the best approach for managing our budget.

Describe their billing or cost structure.

Billed per hour of consulting.

What was the team composition?

I worked with one person, Krystal, my CPA.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

After our consultation, I had a better understanding of how we should budget, track spending and determine the margin.

How effective was the workflow between your team and theirs?

There was not much needed for workflow. We just setup a few meetings to discuss ideas and solutions.

What did you find most impressive about this company?

Numbers and accounting are not my strong suit. I love how simple and approachable Krystal makes everything seem. She does a great job of breaking it down for anyone to understand.

Are there any areas for improvement?

No

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

Financial Services for Sports Marketplace

"I was really impressed with how knowledgable they were."

See More

5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
Jan. 2019 - Ongoing
Project summary: 

LYFE Accounting provides monthly bookkeeping and tax preparation services for a sports marketplace firm.

The Reviewer
 
1-10 Employees
 
Chandler, Arizona
Timera Nowman
Marketing Manager, GameDayConnections
 
Verified
The Review
Feedback summary: 

Internal stakeholders are pleased with the services provided. LYFE Accounting is consistently responsive, ensuring a successful partnership. Customers can expect a high level of insight and dedication from this team.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I am the marketing manager for Game Day Connections. A marketplace that connects coaches with players.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire LYFE Accounting?

We hired them to do our monthly bookkeeping and tax preparation.

What were your goals for this engagement?

To file our taxes on time and accurately (and save money if possible)

SOLUTION

How did you select this vendor?

They were recommended by our marketing agency.

Describe the engagement in detail.

I used to handle the monthly bookkeeping, but I began to take on other tasks so hired them to take over. We provided them access to our Quickbooks and asked that they prepare our tax returns.

Describe their billing or cost structure.

We had to pay a one-time fee to catch our monthly bookkeeping up then we paid a small monthly fee then again a one-time fee for tax preparation.

What was the team composition?

I just worked with one person who our main accountant.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

We were happy that we filed our taxes on time and Krystal went out of her way to save us money.

How effective was the workflow between your team and theirs?

It was relatively simple. Krystal would call often to ask us to clarify some transactions and even suggested some things to make our business more efficient.

What did you find most impressive about this company?

I was really impressed with how knowledgable they were. I worked directly with a CPA which for the cost, we thought was great!

Are there any areas for improvement?

Nothing!

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

Bookkeeping for Pizza Restaurant

"I'm very thankful for their help."

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5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
Oct. 2018 - Mar. 2019
Project summary: 

LYFE Accounting provided tax preparation services for a restaurant. The team had access to a POS system, bank accounts, and other transaction records.

The Reviewer
 
1-10 Employees
 
Dahlgren, Virginia
Co-Owner, Restaurant
 
Not verified
The Review
Feedback summary: 

The client successfully filed its taxes thanks to LYFE Accounting. The team maintained a collaborative approach while keeping prices within a reasonable range.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I am a co-owner at Roma's Pizza. We serve a variety of food from New American to Home Recipe's Italian, Mexican, Thai Spanish, Greek, and Fusion.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire LYFE Accounting?

To help prepare our taxes for 2018.

What were your goals for this engagement?

To get accurate financials and save money on taxes.

SOLUTION

How did you select this vendor?

We work with their other company, LYFE Marketing.

Describe the engagement in detail.

They asked several questions about our company and how we handle financials. We provided access to our POS, Bank and credit card accounts. They helped catch our booking ups recording all transactions and then prepared it for taxes.

Describe their billing or cost structure.

We paid monthly for bookkeeping and one-time for tax preparation.

What was the team composition?

I primarily work with Krystal

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

We successful filed our taxes in 2018.

How effective was the workflow between your team and theirs?

I enjoy working with our accountant, Krystal.

What did you find most impressive about this company?

I love the fee working with a CPA. When we contacted other CPAs their prices were much higher.

Are there any areas for improvement?

Nothing that I can think of. I'm very thankful for their help.

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

Business Consulting for Tax & Accounting Firm

"We find it a pleasure to work together, and communication is always honest and transparent."

See More

5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
Jan. 2019 - Ongoing
Project summary: 

LYFE Accounting provides consulting for various projects that require CPA assistance. Their services include both strategy development and authorization support.

The Reviewer
 
1-10 Employees
 
Atlanta, Georgia
Preston S.
Owner, Standberry & Associates
 
Verified
The Review
Feedback summary: 

LYFE Accounting is effective in helping its customer solve problems for clients. Timely and professional, the team maintains an open and direct approach to foster collaboration. Customers can expect a dedicated and engaged partner.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I am the owner of Standberry & Associates, Inc.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire LYFE Accounting ?

LYFE Accounting helps us with consulting for difficult business projects that require CPA assistance.

What were your goals for this engagement?

To get strong and valuable insights from a certified public accountant. They have the ability to authorize things that I can not.

SOLUTION

How did you select this vendor?

Referral.

Describe the engagement in detail.

The scope of our engagement was simple, yet difficult. We need help with project management and strategies for audits. We really needed a partner who could help with strategy and authorization more than anything else. Krystal was very timely and professional through our entire engagement.

Describe their billing or cost structure.

We pay monthly for consultations that help us with difficult projects.

What was the team composition?

We work directly with Krystal, a CPA at LYFE Accountant.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

We have been able to provide our clients with more value since we started working with them. We are able to help solve our client's most difficult problems now.

How effective was the workflow between your team and theirs?

The engagement was very effective. We find it a pleasure to work together, and communication is always honest and transparent.

What did you find most impressive about this company?

They are timely, professional, experienced and seem to really care about your financial success.

Are there any areas for improvement?

Nothing really. I really enjoy working together and would highly recommend them.

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