2018 is my first year owning my own business. My parents, before they retired, and older brother who owned a small business (Private Club Golf Shop) and I just recently found out how old school they were. I was told to get checks in a binder and manually write checks. Each month I would write roughly 40-50 checks and spend 6-8 hours writing checks.
Once I spoke with Chris about taking on my business as an account we set up our first meeting. He recommended using QuickBooks Online which I was hesitant at first. Chris did all the setup for me pulling in my business credit card and business bank account and all the transactions from the beginning of the year. He also sends videos to my private portal showing me how to do certain things in QuickBooks. There is no way I would have been able to figure that out! He has already saved me lots of time after just one month. My wife and young family thank him as well. Thanks Chris!
Joe Miller, CPA
I had the opportunity to work with Chris for the past several years and it was truly a pleasure. Chris is not only an excellent technical accountant, but has a tremendous understanding of how the accounting processes work within the context of operating the business. He has improved processes, developed new procedures and created efficient workflows that have allowed the accounting department and upper level management to analyze, utilize and make sound business decisions based on faster and more accurate information. The combination of operational business knowledge and technical accounting skills make Chris an unbelievable asset to have in your corner.
In the time I worked with Chris at eviCore Healthcare he displayed superb accounting and financial skills and was always in the forefront of the implementation of new workplace technologies which greatly enhanced the productivity of all of the finance department. He was a team player who was always ready to share his expertise with other members of the group. During his tenure the company went through several complex M&A deals and Chris' insight and overall knowledge was much needed in the successful completion of these transactions.
I was introduced to Chris by a bookkeeping firm after I mentioned I needed a quality tax accountant. Chris has exceeded the expectations. I have worked with Chris for a few years to prepare my individual and company taxes. He is Efficient. Timely. Knowledgeable. There have been many instances where Chris had to research additional information regarding tax code/implications and he not only came back with a “Yes/No” response but also provided an explanation in layman terms. Chris is a professional who provides great service and has a passion for what he does. All these qualities make for a great tax accountant.
Chris is a highly capable accountant, both from the perspective of technical accounting rules and practical, technology-driven solutions. Our company went through several M&A transactions during his tenure as a Senior Accountant and Accounting Manager, and he was a key member of the team evaluating the GAAP implications of these complex arrangements. Subsequently as the Finance Director for my product group, he automated several recurring processes and built financial models for new product development and existing product revenue forecasting.
Chris is very knowledgeable. We own several rental properties and a small business so our taxes are more complex than average. He refiled our 2016 taxes due to several errors and filed our 2017 taxes. He is efficient and communicates well. His online system is easy to use. We are thankful we found him!
There are not many people I would vouch for more strongly than Chris. I’ve had the pleasure of not only working with him professionally but I also got to know him personally.
Chris exemplifies strong critical thinking and problem solving. His broad knowledge base of both accounting and taxation, encompassed with his exemplary analytical skills (most especially Excel) and his strong understanding of the stock market and the global economy makes him such a well rounded professional.
I knew it was only a matter of time before he worked on his own venture. Individuals like Chris are born to lead. As always, I wish you nothing but success. If you ever need anything at all, please reach out.
Eric Dowd, CPA
I had the opportunity to work with Chris over the past three and a half years at eviCore healthcare. Chris possesses both technical accounting expertise along with a deep understanding of technology and business processes, which is unique to the industry. During our time at eviCore Chris constantly served as project lead on initiatives aimed at improving processes and driving the finance department forward through increased automation and work flow improvement. Chris’ abilities as a technical accountant, along with his understanding of technology, position him to serve as an invaluable asset to his clients and their businesses.
Chris was awesome to work with. He crunched some numbers for a business I was looking to buy. Once he ran all of the numbers he then took the time to break down the complex items for me and tell me what each item represented in terms that i could understand easily. I would highly recommend his services.
I have used SOAR for over a decade. I would not trust anyone else with my taxes other than Chris. His dedication to each client is unparalleled and is extremely knowledgeable. Chris ensures every client has a personal experience and is very quick to answer any questions you might have. I am so impressed with his work that I have recommended him to my entire family.
Great to work with. Chris is very helpful and highly professional. This is my second year using Chris for my tax return. I trust Chris and would recommend him to everyone.