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Client Testimonials
Our HOA had a need to provide our homeowners with a more timely, transparent financial reporting system. Once we began working with Lisa our reporting met all the expectations and concerns of our homeowners in a professional manner.
Their services are very thorough and organized with clear explanations of the process. Lisa has made herself available to each homeowner to answer any questions or concerns they may have. As the President of our HOA I am confident of their professionalism.
I highly recommend Stafford Consulting and Bookkeeping to handle any bookkeeping tasks your organization may have.
Anne Blake
President
Bayview Townhomes Homeowners Association
Before working with Stafford Consulting & Bookkeeping, the Frisco Garden Club was tracking our income and expenses primarily through an Excel spreadsheet. We had very limited reporting tools and no easy way to see how we were doing compared to our budget. Because our club operates through many different projects and activities, especially our annual Wildflower Luncheon fundraiser, it was difficult to get a clear picture of the financial results of each area.
What I appreciate most is Lisa’s knowledge, patience, and willingness to help us understand our financial information. She took the time to understand how the Frisco Garden Club operates rather than simply putting numbers into a system.
The biggest improvement has been having reliable reports that show us where we stand financially rather than trying to piece everything together from a spreadsheet. It has saved us time, reduced the stress of managing the finances, and given our Executive Board and Members much greater confidence in our financial reporting.
For a nonprofit organization like the Frisco Garden Club, having someone who understands not only bookkeeping but also how an organization operates is incredibly valuable. Lisa has given us better financial information, better reporting, and, most importantly, confidence that we have a much clearer understanding of our finances.
Bonnie Kenan
President
Frisco Garden Club
We had just started our small business and quickly realized we didn’t really know where to begin when it came to bookkeeping and tax preparation.
It was frustrating and somewhat overwhelming because we knew our production process, our product, and our market, but we didn’t have the same level of knowledge when it came to the financial side of the business. We realized that trying to figure it all out ourselves was taking time and energy away from the areas where we could be most productive.
From the very beginning, Lisa at Stafford Consulting and Bookkeeping was personable, professional, and direct. What impressed us was that she didn’t just take over the books and leave us wondering what was happening. She took the time to teach us the proper way to manage the accounting side of our business and, just as importantly, explained why each step mattered.
We can make better decisions faster because we have a clearer picture of what is happening in the business. Instead of feeling like we are constantly trying to catch up, we feel like we have a system and a professional we can rely on.
If you feel lost, frustrated, or constantly behind when it comes to your bookkeeping and accounting, give Lisa a call.
Brad Lachowicz
Partner
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