"I enjoy working with Mary because she at least has you prepared for tax day. Even though you may not enjoy sending checks into Washington DC, you at least know what to expect. There aren't any surprises on the last day. You can formulate a plan to make sure you have enough cash available to send in without loosing sleep over the pending tax bill. Mary also is great at communicating with you throughout the year. She also looks for opportunities for you to reduce your tax liabilities and stay out of trouble with the IRS. I do not enjoy this part of my business, but Mary makes it easier to deal with."
“Mary is responsive, efficient and provides clear and concise feedback, no guessing. She provides a recommendation with the options presented – not just presenting several options without a recommendation.”
“Mary knows our business inside and out so I totally trust what she tells me. She is that go-to person that understands the ins and outs of our business – yet can look at things objectively because she is not an employee.”
“I work with Mary for the personal service, familiarity, knowledge of complicated issues and her accessibility. She provides her expertise in multiple areas and has an overall understanding of my situation. I have confidence that we have made the correct choices and I have accurate estimates and tax returns. I value her organization and long term planning aspect.”
“The greatest benefit I receive from FOCUS CPA is the timeliness and the comfort that Mary is looking out for me and my business.”
“I have worked with institutional accountants in the past. Without exception, they were so focused on their specialty that they didn’t even realize there were other opportunities to help their client, whether that is personal, planning, etc. It seemed as though their job was to do what was asked and get out the door to work with the next client, instead of offering a full suite of services. Mary has a much more broad skill set that covers far more ground and does that with a personal and friendly approach.”
“I see Mary as my rent-a-CFO. My business does not need a full time CFO, but it does need the watchful eyes of one. In addition, Mary is the perfect sounding board for any endeavor I choose to pursue. Her guidance has always been practical and to the point. We have enjoyed great success as a result.”
“Not only does Mary listen to the client, but offers really good advice and suggestions on things the business owner should be thinking about. Mary is a great "seed planter" when it comes to ideas and the issues that every small business owner faces.
As a small business owner, I find that it is easy to get so caught up in the details of running the operations, collecting money and paying bills, that I forget to look at the bigger picture of profitability and whether or not we are growing as we should. Mary helps to anchor me in the thinking that I need be doing. She makes it "comfortable" to look at the big picture and to think of what it means to be a business person and not just an operator of a "process" that generates revenue.”
"I have known Mary personally for 20 years. I have worked with her as the accountant of an accounting firm and have most recently worked with her as the accountant of her own firm. She is very flexible and very thorough. She makes suggestions on ways that I could improve the business reporting aspect of my business. She also provides reports to me that summarize important spending details for my business."