Diving Services Company

Diving Services Company

Success Story

 

This business has three interdependent companies operating in the USA and Belize, and must comply with 2 tax structures, use an unwieldy POS app and have several payment portals.  We provided the following services:

  • Helped them to successfully import 18 months of invoices and payments from their POS app to QB Online.
  • Provided accounting consultation, review, and training for QB Online.
  • Provided timely support answering questions and whatever assistance was required.
  • Worked to provide their CPA with data in a more understandable spreadsheet, and recommended concrete steps to their tax accountant to correct company Balance Sheets.

A Note From The Business Owner

“I’ve worked with many accounting professionals, but Lisa Pierpont outclasses them all. She has an extraordinary ability to quickly analyze and resolve complicated and messy accounting situations. She dives right in and easily grasps what your business is about and what’s important to you. Whatever issue you have, she “gets it” — the first time. She’s a gifted problem solver, an expert in QB and business financials, and can streamline your bookkeeping for ease and profitability.

She’s also tremendous to work with — friendly and patient, direct and organized. We have three interdependent companies operating in the USA and Belize, must comply with 2 tax structures, use an unwieldy POS app and have several payment portals. We are not an easy client, but Lisa was game to take us on! She and her colleague, Scott, have helped us to successfully import 18 months of invoices and payments from our POS app to QB Online. She also provides accounting consultation and QB Online review and training. She’s very responsive in answering questions and provides whatever assistance required. But I really fell in love with her on the day when my tax preparer sent me a spreadsheet to show me why some Balance Sheet reports I had sent him “made no sense”. I cried when I got that email. Then I sent his spreadsheet and my background info to Lisa. Within a half-day, she dug in, reworked the data into more understandable spreadsheets, and recommended concrete steps to my tax accountant to correct the Balance Sheets. Done! I am delighted and grateful to have Lisa on my team and highly recommend her for yours!”

 

N. P.

Diving Services Company