Mitchell Advisory Services

Serves San Mateo, CA

35244

Hired 29 times

3 employees

7 years in business

$65/hour

4.7

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.

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Credentials

License

License Holder: Gregory Mitchell
License Type: CPA – Certified Public Accountant (CA)
License number: #108535
License verified on 5/26/2021
Valid through 12/31/2022
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Background Check

Gregory Mitchell
Completed on 5/26/2021

Introduction

Helping our valued clients achieve their dreams is our passion. We are a trusted partner and strategic accounting advisor to small businesses, start-ups, and individuals. We take on, and transform, the accounting, finance, and operational aspects of our clients business and financial endeavors. Our solutions ease the back-office burden and provide real-time financial insights to aid in decision making and accelerate growth. We pride ourselves on our enthusiastic and collaborative approach to solving our client's most pressing needs. Forming trusting and long standing relationships is at the heart of what we do. We welcome the opportunity to connect with you today and learn more about your business and how we can support you.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

We start with an initial business and accounting consultation to understand your current state business and goals, accounting and financial processes, and related technology and systems. We then create and implement a right sized solution for your needs. Pricing is tailored based on current needs, and we offer various options to fit your business and budget.

What is your typical process for working with a new customer?

We start with an initial business and accounting consultation to understand your current state business and goals, accounting and financial processes, and related technology and systems. We then create and implement a right sized solution for your needs. We serve as a trusted advisor along the way to set you on a clear path towards your goals, keep you on the right side of all the business compliance requirements, and alleviate your time on back-office financial and operational activities.

What education and/or training do you have that relates to your work?

15+ years of experience in business and accounting advisory, financial operations, and management consulting. Accounting and financial advisor for both public and private companies, small businesses, and individuals throughout the country. Certified Public Accountant and Chartered Global Management Accountant.

How did you get started doing this type of work?

We have enjoyed doing this work for over 15+ years. Our team has worked at some of the largest public accounting and consulting firms in the world bringing deep knowledge, experience, and varied expertise.

What types of customers have you worked with?

We work with a wide variety of customers, from individuals, start-ups, to more mature businesses. We support a wide array of industries and are highly adept at working with customers that have services, products, technology, physical or online stores, or a combination of all these revenue streams and technology.

Describe a recent project you are fond of. How long did it take?

We offer many different services and solutions based on client needs. Our experience allows us to quickly jump into client engagements and move through in an efficient yet highly effective manner. We make an immediate positive impact on our clients and are fond of all the projects we take on.

What advice would you give a customer looking to hire a provider in your area of work?

Find an experienced advisor who is reliable, responsive, resourceful, seasoned, and that you can highly trust.

What questions should customers think through before talking to professionals about their project?

Analyze your current accounting processes and systems, if any. Where are you performing a lot of manual efforts? What back office activities are taking a lot of your time? Where are you scrambling to complete compliance requirements? Where could you use some financial knowledge and advice based on your entity structure? What are your growth goals and what's keeping you from making progress towards those? We can work through a series of accounting and financial related questions during our business consultation, and provide immediate recommendations and action items for success.