Spear CPA CFP

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of EAG Labs. We fabricate eyewear and digital lenses for optical stores.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Spear CPA CFP?

I was looking for a good accountant to guide me and give me good tax advice. I also needed help with keeping track of all of my expenses. We have a lot of consumables and vendors, so I needed to ensure that I was paying all my bills and spending the right amount of money.

SOLUTION

What was the scope of their involvement?

Spear CPA CFP helps me with my bookkeeping and tax planning. They also keep track of my records, respond to my notices, take my calls, and ensure my paperwork gets filed on time. As for the technology stack, they use QuickBooks to keep track of our records.

Moreover, Spear CPA CFP looks after my tax planning. For example, when I buy new equipment, they advise me on how to write it off. Additionally, they help me evaluate interest rates for loans and make healthy financial decisions according to my tax brackets.

What is the team composition?

We work with three people from Spear CPA CFP. They’re all tax consultants and accountants. Meir (CEO & Founder) has been my main point of contact throughout the years.

How did you come to work with Spear CPA CFP?

We got referred to them, and Mier reached out to me shortly after that. It was important for me to work with someone seriously interested in my company. Mier interviewed me thoroughly to understand my business and how he could help me, so I hired Spear CPA CFP.

How much have you invested with them?

I’m not sure how much I’ve paid them thus far, but it’s between $10,000–$25,000. Still, whatever I’ve paid them has been worth the money.

What is the status of this engagement?

Our ongoing partnership started in 2008. I’ve been referred to other CPAs, but I’m so satisfied with Spear CPA CFP’s services that I wouldn’t leave them.

RESULTS & FEEDBACK

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

Spear CPA CFP has helped us tremendously. I’m 100% satisfied with their services, and they’ve exceeded my expectations.

How did Spear CPA CFP perform from a project management standpoint?

Spear CPA CFP’s project management goes above and beyond their line of duty, and they’re great at staying on top of their work. They provide us with realistic time frames, and they’re very accommodating to our needs. Moreover, they excel at explaining what our budget is and what we can do with it.

We communicate via email, text messages, and phone calls. Additionally, Spear CPA CFP uses a lot of tools on their end to manage the project, but I don’t need access to those. Whenever I have a question, I can easily reach out to them, and they always return my calls. They’re probably one of the first people I refer to before making any financial decisions.

What did you find most impressive about them?

Mier is an expert in what he does. He always ensures to file our taxes on time, which is incredible. Other service providers we worked with in the past didn’t care about that. However, Mier is constantly sending emails and notices, and he explains the consequences of not filing our taxes on time. Overall, he’s on top of everything, which is very helpful.

Are there any areas they could improve?

Although there’s always room for improvement, I don’t see any areas of improvement for Spear CPA CFP.

Do you have any advice for potential customers?

Thoroughly explain your business to Spear CPA CFP and what you need them for. They’re very knowledgeable, so allowing them to understand your needs is a good starting point.

BACKGROUND

Introduce your business and what you do there.

I have a private tutorial practice.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Spear CPA CFP?

I hired them to do all of my business and personal accounting.

SOLUTION

What was the scope of their involvement?

I’m not an expert in taxes at all, so Meir (CEO & Founder) takes care of everything for my business. In addition to preparing my business taxes, he provides insight. He tells me which forms to fill out and what numbers to send over for payroll.

What is the team composition?

I only work with Meir.

How did you come to work with Spear CPA CFP?

Meir has been a lifelong accountant for a trusted friend of mine.

How much have you invested with them?

We’ve spent about $30,000–$35,000.

What is the status of this engagement?

I started working with Meir on my business taxes in the summer of 2004.

RESULTS & FEEDBACK

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

I had a few difficult audits with the IRS, and Meir was able to clear that up. One time, he ended up discovering that I overpaid, which ended with me receiving a $5,000 refund.

How did Spear CPA CFP perform from a project management standpoint?

Meir is great. There are oftentimes when he has to get at me and send reminders when I’m the one that’s behind.

What did you find most impressive about them?

Meir knows his stuff inside and out. If I ask him a question, he knows the answer.

Are there any areas they could improve?

No, I can’t think of anything.

Do you have any advice for potential customers?

Sign up with Spear CPA CFP.