Accounting
Bookkeeping Financial Accounting Tax Preparation
Less than $10,000
July - Aug. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

“Overall, they improved my financials and saved me years of work.”

Aug 1, 2026

CEO, Bookkeeping co

Yousef Mashhour

Financial services
Florida, United States
11-50 Employees
Online Review

The Tax and Accounting Group prepared financial statements and tax returns for a financial services company. The team also helped the client complete their books.

The Tax and Accounting Group completed the client's financials, detected errors in their setup, and helped them plan. The team delivered on time, and the client communicated with them via virtual meetings, emails, and messaging apps. Overall, the client was pleased with the engagement.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Bookkeeping co, a financial services company. We provide bookkeeping services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Tax and Accounting Group to accomplish for your business?

We needed help completing our books.

SOLUTION

What was the scope of their involvement?

The Tax and Accounting Group prepared our financial statements and tax returns.

What is the team composition?

We worked with 2–5 teammates from The Tax and Accounting Group.

How did you come to work with The Tax and Accounting Group?

We found them through an online search and the Clutch website. We chose them because their pricing fit our budget, and they were a great culture fit.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from July–August 2026.

RESULTS & FEEDBACK

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

The Tax and Accounting Group completed our financials. They detected errors in my setup and helped me plan. Overall, they improved my financials and saved me years of work.

How did The Tax and Accounting Group perform from a project management standpoint?

The Tax and Accounting Group delivered on time. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

The Tax and Accounting Group’s fast turnaround and accuracy of work were impressive.

Are there any areas they could improve?

There’s nothing they need to improve.

RATINGS

5.0

The Tax and Accounting Group

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