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Claim ProfileCertified Public Accountants & Consultants
Sisterson & Co. LLP is one of the largest independently-owned certified public accounting and financial consulting firms in the Pittsburgh area. Our growth since the firm's inception in 1926 has been deliberate and steady as services and staff are added to meet the needs of our clients. The firm presently serves hundreds of clients and takes pride in preserving a tradition and delivering quality service and value to each client while developing long-term relationships.
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the project
Tax Prep & Financial Planning for AI Legal Search Platform
"She excels everywhere."
the reviewer
the review
The client submitted this review online.
Introduce your business and what you do there.
Curtis Wadsworth, DorothyAI, CEO
What challenge were you trying to address with Sisterson & Co. LLP?
Tax preparation and financial planning. We use Quickbooks, and they can work with us. I don’t know what they use internally. Advice. I call Carissa with questions frequently. She is always willing to discuss my issues and offer advice.
How many people from the accountant’s team were assigned to work with you?
At least 1 other person works on our account, although I have talked to several others during our relationship.
When did the project begin and end?
December, 2018 - on-going.
What advice would you give to someone else considered working with this accountant?
Good choice.
How did you come to work with this accountant?
Networking. Before, I did not have another accountant. I did it myself.
Please share observations or metrics that demonstrate the impact of their work:
Carissa works hard, knows what she is talking about, and is responsive.
How did they perform from a project management standpoint?
Very well. Typically, I hold on things up because I hate accounting. She is persistent without being a jerk about it.
What are some areas in which this accountant excels?
She called me back to answer a tax question while she was driving her sick child to the doctor's office at 8:30 in the evening. She excels everywhere.
Is there something they could have done better or differently?
Not that I can think of.
Sisterson & Co. LLP successfully managed the accounting. Very communicative and effective.