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Stress off My Plate

    1. What was your biggest concern before working with Rebecca?  Did it come true, and if not, what happened instead?
      I think starting over with a new accountant can be overwhelming however Rebecca made the process seamless.  She was very willing to listen to what we had done in the past and our needs for the future and addressed each issue head on.  It took away the stress of starting anew.
    2. What, specifically, was your favorite part of working with Rebecca, and why?
      Rebecca is very informative but not in an over your head way.  She knows how to explain intricate tax/accounting information in plain terms to her clients.  Addressing both the pros and cons of situations.
    3. What is the main reason you would recommend Rebecca?
      Rebecca has a wide breadth of knowledge in accounting and CFO responsibilities.  If for some reason she doesn’t know an answer she will seek out the correct information to make the best decision for you and your company.
    4. Is there anything else you would like to add?
      Overall I have been very pleased working with Rebecca.  As a bookkeeper I have general accounting knowledge but knowing I have Rebecca to call on with any concerns takes stress off my plate.  She always answers emails and calls in a timely manner and the knowledge to back it up.

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Recent Posts

  • January 2023 OCFO Update
  • PPP and ERC Update 3/4/21
  • PPP Update 11/20/20
  • PPP Update – 10/9/20 – Should I Apply for Forgiveness Now?
  • The Basics of IRAs

Food for Thought

I am confident of this, that the one who began a good work among you will bring it to completion by the day of Jesus Christ.

— Phillipians 1:6

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We help business owners and managers optimize their…

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Optimized CFO & Controller Services LLC

3601 Endeavor Ave., Suite 121
Columbia, MO 65201
573-447-8400
rebecca@optimizedcfo.com

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