- Terry Hatton, Business owner and client for 14 years
"She's been there from the start, as my company grew during the last 15 years, to five locations, from 0 to 7 million in sales. Whenever I have a question or a need, her answers and her explanations are always second to none." "She takes a personal interest in learning your business, and she also makes a point of getting to know your staff as well." "It's been very helpful that she knows my business and personal financial needs, because they go hand in hand." "A lot of bankers know and respect her, and the ones that don't become very comfortable with her, once they meet her." "There was a time that Elizabeth was my part time CFO, and that was helpful. I felt that there was a need for that, and the cost for that service was too much, but it was one of my weaknesses. She stepped up, suggesting weekly meetings saying 'let's work through this together.' It was a very economical and worthwhile decision."
"Elizabeth played a key role, when I purchased a father/son business in 2004. When the bank required a lot of financial data unfamiliar to me, she quickly and effectively helped me prepare the right information, and clearly explained why the bank needed it. Her crucial and timely support allowed me to present the information to the bank and the owners in a very professional manner. Without her help, the deal may have not even happened, either way, it definitely would have taken much longer or process would have slowed down considerably.”
- Terry Hatton, Business owner
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- R. G. Laughlin , Procter & Gamble Retiree
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"She is reliable and has a great deal of integrity. I attach very high importance to this attribute."
"I would recommend her as a CPA and advisor in financial matters to anyone."
"There were at least ten different ways to handle my retirement income and she evaluated them. She evaluated each way by estimating the consequences, and from there we picked the top three. At that point we had a joint meeting with myself, my (then) wife and Elizabeth and we selected the right one. This proved a good way to handle my retirement income."
"(for charitable giving) I've relied heavily on her advice, for scheduling payments and handling of tax matters. She is able to work within the government restrictions associated with charitable giving. She also took into account the cost basis of the shares,saving me significant taxes."
"When I began to consider retirement, she was also a great help with my decision. We talked about general ideas, and then she would present possible options and the pros and cons of each. The strategy that was followed when I did retire (in 1999) has proven to be a good one. The decisions were mine, but they were strongly influenced by her input.
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- Howard Caston, Business owner and client for 5 years
"She gives a lot of personal attention to my taxes, gives simple, easy to understand explanations, and gets her work out on time."
"She is very patient with those of us who are really dumb when it comes to the complex tax code. She does not use “accounting shop talk" when talking about taxes."
"She saved me about $10,000 in an audit where the IRS auditor was wrong...she read the law to him...he called his supervisor and agreed that Elizabeth was right."
"She did not put an intern in charge of my taxes like the previous firm that I used."
"She helped us set up QuickBooks for our books which has made the next tax cycle much easier to do."
- Howard Caston, Business Owner
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