“I have been a client of Baker Holtz’s for 15 years. I chose Baker Holtz in the beginning because I felt like they were taking the time to learn our needs and the needs of the company. They took the time to listen and meet with me to make sure I was meeting my goals.
As a new business owner they helped me get my books up to the standards they needed to be at for reporting as well as gave me peace of mind. They had the knowledge and depth of experience to help me prepare for growth and to begin to understand and prepare for an exit strategy, even though it was years away. They helped me put concrete structure in place to define and reach my personal goals, professional goals, and goals for the company.
When it comes to Baker Holtz, and my business and I’s goals to grow and succeed, they are very helpful with their support in all aspects of business, not just accounting. They help us to find the right people to surround ourselves with; assisting in everything from HR support to helping us on-board new employees. When we needed to replace our CFO, Baker Holtz helped us vet those employees before the interview process even began. They also have a host of various services to assist business owners, far beyond your typical CPA firm!
I absolutely recommend Baker Holtz and I have recommended them to other business owners. I think they approach each new client with more than just high quality service. Its integrity, honesty, and a wealth of knowledge that can really help a new business owner or anyone switching from a different CPA firm. They help the transition go very smoothly by assisting in multiple areas across the board. They made sure I had everything I needed as I moved from one firm to another while they also maintained a good repour with the firm I was leaving.
I think what I enjoy most about working with Baker Holtz are their employees. They each have a different skill set that they bring to the team; and you just don’t typically find that in a CPA firm. They truly have your best interest at heart. They find out what is most important to you as a business owner and help you get there and reach those goals. Overall, you can trust Baker Holtz!”
Bridget VanDerhoff, Appletree & Gilden Woods