Modern Business Accounting
89% of small business owners say they are more successful when working with an accounting professional. Partner with Picazo Squared today.
At Picazo Squared, we firmly believe in developing the type of relationship with you which allows us to have a thorough working knowledge of your company's day-to-day business. This permits plenty of time and opportunity throughout the year to strategically prepare a working forecast and a tax plan. As the needs of the company or of you, the owner, change, we make the necessary adjustments - proactively.
Continue reading below to discover our Effective Framework.
Our Effective Framework
By implementing these steps, we discover answers to very important questions. As we learn more about your goals, we work alongside you to help you achieve them.
Testimonials
“Rachael is detail. Integrity is priority. Assistance is clear. She has taught me everything I want to learn and let me not learn what I don’t want to deal with. She always finds a way to be available in urgent situations. Also open to creating new ways that work for me even if it is new to her or the team. I have only great things to say about her and her work.”
“Where do we start?! It took just one visit from Rachael for her knowledge and skills to shine through. She has since worked her magic in cleaning up and recovering a disaster of our books. Routinely, she maintains and oversees the financials of our businesses, as well as being an available resource for us on and offsite. If you're looking for precision and accuracy, Rachael is your answer! She will bring you and your business peace of mind in all directions!”
“I'm a new business owner and I'm unfamiliar with all the rules, regulations and general good accounting practices. Rachael cleaned up months of mistakes in my books and advised me on how to do better going forward. She also got my taxes done and got me a refund that I was not expecting. I highly recommend and will be retaining her services in the future.”
“I have had experience with Rachael working for a non-profit and now as a business owner. She has been a huge help in every area that has required her expertise. She is particularly good at finding the trouble spots and correcting them. She has guided us through rapid growth and helped us juggle bringing 2 separate businesses under one S-Corp umbrella. I highly recommend her services.”
“We've looked for years for a tax professional who was knowledgeable enough we could be confident our taxes were done well. We also needed someone we could trust to give us good advice. We had a problem with setting up our small business and Rachael helped us rectify it so that it was correctly done, taking a great weight of pressure off of us. We have what we feel is a complicated tax situation, which Rachael was able to quickly and innovatively help us navigate our way through. We appreciated the ease of communication and information transfer. Rachael was very flexible and not afraid to look into the less common tax issues we faced, increasing our overall trust. When all was completed we were both satisfied with the result and positive about our future tax standing. Finally to say that Rachael demonstrated a great balance between being personable and professional.”
“Rachael has done wonders to make our company's accounting, tax filing process, and financial outlook as healthy as ever. She is so smart and knowledgeable, and most importantly, communicative — she does such a good job making us feel in the loop and I’m control every step of the way. She is always answering our calls, responding quickly to emails, and always treats us with respect and care, putting our needs first and foremost. Finance is not my background at all, but Rachael Picazo has made that aspect of our business accessible and so much less daunting — I hope to work exclusively with her for years to come, both for our company and my personal finances. She has already saved us so much money and improved our business so much, we can't wait but look toward our bright future with her!”
“Rachael has done an excellent job for us and our small business. We were hesitant to switch from our old accountant because of the unknown and potential problems. Thanks to her it went smoothly and hassle free. In addition to our hassle free transition she has been great for our business and personal tax needs. She is very responsive, professional, and highly competent. In addition her pricing is reasonable - in fact our former accountant charged significantly more and delivered less. We highly recommend Rachael.”
“Our 501c3 switched from an existing accounting database to Quickbooks and needed someone to walk us through the change. We found Rachael and asked, "where has she been?!" Rachael was responsive and helpful beyond our expectations and explains issues in layman terms. We would recommend her services to anyone in need of an accounting partner.”