Read what clients say about Kuberneo CPA
We work hard to provide the best accounting and bookkeeping solutions
We work hard to provide the best accounting and bookkeeping solutions
“Thank you so much for sharing the “Vital Info” template for me to capture all of my logins, passwords, and other critical information. When you first gave it to me I was wondering when I would have time to put everything into it. But then I hit me – I don’t have to do it all at once. What I could do is simply have the file open and accessible and when I go about my business I simply transfer the information as it comes up. For example this week I had to book an international flight and needed my passport. Immediately after keying in my passport number on the reservation, I also put it into the file. I forgot my password to my GoDaddy account. I recovered it and then put it right into the file. You live what you say–you help me save money because you helped me save time.”
“With Kuberneo I get more than just accurate accounting. Dan knows how businesses work and consequently he offers valuable advice on how to help a business grow and develop while at the same time cutting unnecessary expenses. One of the things I appreciate most about Dan is that he is trustworthy. As I have interacted with Dan over the last 14 years he has always had my best interest in mind. He tells me the truth even when I may not want to hear it. I trust him. Kuberneo knows how to deal with IRS auditors. It’s a little scary getting that letter from the IRS that you have been selected for an audit. When I received that letter, I called Dan. He jumped right in and took care of the whole ordeal for me. He called the auditor and then met with him. He represented me very well. Dan definitely took the stress off me.”Jeff Taulbee
“Hands down, the absolute BEST investment I’ve ever made in my business wasn’t a course, program, coach or retreat—it was hiring Kuberneo CPA. Bringing the team on board transformed my business from cash flow poor to profitable. From helping me start separate my business from my personal finances to showing me where I could cut expenses and be more efficient, Cindy, Kathy and the entire Kuberneo CPA my business grown from barely making ends meet, to a now healthy and profitable six-figure business.”
“The advantage of interacting with you is the sense of security and accountability with financial decisions both in the present and projected future. Better than anyone else, you listen to my goals and constructively guide me on a path that makes sense over a longer term instead of short term goals. I think you are seen as a tax advisor and people assume they need that in a limited dose or need you only after they made an error. I think you are far more than that and should be called a financial strategist taking clients to the next level with a sensible and well-orchestrated plan. Based on a set of short and long term goals, you help to take me to the next level.”
“Kuberneo has seriously helped my business. My husband and I have been so misinformed about how to file taxes and take care of business expenses. Since I opened my own business, we desperately needed someone to take care of the financial side of things. Kathi and Dan at Kuberneo were referred to us, and we have never made a better decision! We have saved so much time and money our first year alone, and look forward to working with Kuberneo for many years to come. I definitely recommend calling them and having a consultation over the phone.”
“We have multiple businesses and Kuberneo helps set up the bookkeeping systems to properly track and report the performances and results of each business, as well as how the businesses mesh together and relate to our personal incomes. While pursuing our business objectives, Kuberneo takes the time to understand what we are trying to accomplish, and then works with us to set up the simplest structures and systems to accomplish legal and operational objects. That is very rare. Many professionals tell you what you can’t do and you have to pry potential solutions out of them which can be very frustrating. Kuberneo helps you accomplish your goals.”
“As an entrepreneur, Kuberneo CPA has helped me make sense out of my businesses which include both my marketing agency and real estate practice. I consider Dan and his team an important part of my extended team. Thanks to their support I don’t really worry about anything related to accounting or financial management because they understand my business, its cycles and dynamics. I look forward to continuing to grow with their advice and support in bookkeeping, payroll and accounting.”