Find top-rated Service Providers

Find Top-Rated Mesquite Financial Advisors

There are 17 top-rated financial advisors in your area and 318 to avoid.

After 20 years, it's now free to join.

  • More than 10 Million Verified Reviews
  • Nationwide Coverage
  • Trusted Ratings
Join Angie's List Now To see all 17 highly rated companies in Mesquite

Explore Our Solution Center for Helpful Financial Advisor Articles

Go to the article: 

How To Rent an Apartment with Bad Credit

.
Go to the article: 

5 Steps to Improve Your Credit Score

.
Go to the article: 

Weigh Your Options for Financing Your Medical Care

.

Finance Advising reviews in Mesquite

  • A
    Perfect Balance Bookkeeping
    1st rate bookkeeping and tax prep. Mary has been my bookkeeper and tax professional for several years. She is very pleasant and knowledgeable about her craft. She is quick to respond to all my questions and is extremely timely with her work. I would recommend her to anyone that needs her services.
    - Nancy H.
  • A
    Perfect Balance Bookkeeping
    Mary was great to work with and a Quickbooks Pro. She was excellent at training our staff when we transitioned to Quickbooks Online. She is very responsive via email and follows up quickly with a phone call if necessary. She kept our Quickbooks and all of our accounting up to date remotely and any questions we had, we simply classified it as "askmyaccountant" and she corrected the issue.
    - WILLIAM C.
  • A
    Perfect Balance Bookkeeping
    Mary is VERY helpful! She helped straighten out a lot of our errors in QuickBooks, set up our payroll through Intuit and provided a training session to me on payroll. She also reconciled our bank statments for January through May 2015. She is very prompt, efficient, helpful, friendly and knows her stuff. I would recommend her to my friends and family for sure because she gets the job done!! I think she is a little pricey but I can't do any of the stuff she did so I appreciate her helping our company get on track. We will continue to use her as our accountant.
    - Mike K.
  • A
    Perfect Balance Bookkeeping
    I liked her from the beginning. I run a small business, and her own accounting firm is also a small business. So I really felt we were like-minded. She understood the struggles and issues of running a small business from personal experience, so I really felt she knew what I was talking about any time I talked about my business. I chose her over a larger firm that was perhaps just as capable, but more encumbered by layers of staffing and management. She is also a very good teacher as well, which is what I needed badly, as I have zilch in proper accounting training. And I liked that she was on top of my books all the time, so that I felt comfortable in that she was helping me keep my books in order for the IRS. The other "built-in" bonus is that she is certified in Quickbooks Online, which I liked  very much because cloud computing and storage is what I wanted all along - I did not want to be tied down by physical office supplies. Everything is done off my laptop anywhere there is internet, plus there's an app for QB Online. As of now (about a month later) I feel I've made an excellent decision. I highly recommend her for any small business accounting!
    - Joseph B.
  • A
    Perfect Balance Bookkeeping
    Great experience! Mary is great at her job and you can tell she loves it by the quality of service. She was very quick with responses and doing the work. You can go to her office or do everything online if it's easier. Her prices were very good and worth every penny. If you are looking for a CPA, go here! I will be using Perfect Balance in the future for all my tax, small business, and payrolls.
    - Mike T.
  • A
    Perfect Balance Bookkeeping
    I found Mary through Angie's List and asked her for a sit down meeting after firing my last accountant. I wanted to sit down with her specifically to see if she was going to give me the care and attention I needed for my business and personal accounts. My last accountant would ask for my records on average of once every three months, if I wasn't hounding them, they wouldn't do it and a three month old profit and loss statement isn't much good if you are trying to run a business on a daily basis. I finally got fed up with them when they didn't even contact me about my income tax, April 15th came and went with nary a word from them and had I not personally filed for an extension I would have incurred penalties and fees and this is after being with them over three years! I explained all this to Mary and she assured me that wouldn't happen with her and she's kept her word. It's a refreshing feeling when she's the one calling me for my records, receipts, statements, etc. to make sure that deadlines are not being missed. My books actually make sense! I can pull up my P/L statements, credit card balances, etc., all in my quickbooks file and know how much I owe, how much I've made and how the business is doing instantly instead of sifting through all that information on a monthly basis. When tax time comes around she's asking me about my 1099's, W2's, etc., to get everything filed accurately and on time. She's not the cheapest but after 12 years in business I've learned that cheap usually isn't good, you get what you pay for and when it comes to your business and personal finances, you want to sleep at night knowing it's being done correctly.
    - joey p.
  • A
    Perfect Balance Bookkeeping
    Mary performed all these tasks competently and with commitment and enthusiasm. She has demonstrated the ability to work under pressure answering my many questions and concerns in organizing successfully to meet my tight deadlines. Her close attention to detail has resulted in meticulous and accurate work. She made me feel very much at ease. Her integrity and skills are a huge plus. A rare find!
    - Diana R.
  • A
    Perfect Balance Bookkeeping
    Mary was responsive; punctual; thorough and a joy to work with. Kudos and many thanks for a job well done!!
    - Jan C.
  • A
    Perfect Balance Bookkeeping
    Mary has been great. Our books are in bad shape and she's getting us back in order. She pointed out many things that our previous accountant had never brought to our attention. She is very talented in QuickBooks. We are looking forward to continuing to work with her.
    - WILLIAM C.
  • A
    Perfect Balance Bookkeeping
    This is the second year we have used Mary Brown for our tax returns. She is a pleasure to work with. Her knowledge, professionalism, and responsiveness are top notch. Her turn-around was very fast. Our returns are very complex and we are totally confident that Mary has done a thorough and accurate job. We look forward to working with Mary again next year.
    - Carolynn S.
Join Angie's List to view provider's name.

Financial Advisors in Mesquite

Companies below are listed in alphabetical order.

To view top rated service providers along with reviews & ratings, JOIN ANGIE'S LIST NOW!