-
September 2021 by Katharine Page
I have worked with Lee for over six years now. I have always been satisfied with the work he has done for me. He is extremely conscientious, gets everything done quickly and really cares about me and my business. He is very knowledgeable and always so patient in explaining the details of bookkeeping to me. He is honest , kind, and fair and I would not hesitate to recommend Pinpoint Profitability to any business person who needs help with accounting and bookkeeping. If I could give him more than five stars I would.! Working with Lee is a pleasure.
-
September 2021 by Matthew Swain
Lee has been an enormous help getting my very messy books pulled together. I had thought I could do my own bookkeeping; I was very mistaken. But even if you CAN do your own bookkeeping, I'll bet you Lee will do it better, and will be a great asset for your business to boot. He is meticulous, organized, and good at explaining the bottom line to someone who may not understand the rationale behind the numbers. And it doesn't hurt that he's easy to talk to and a nice person. Bottom line, I highly recommend Lee. If he can figure out the chaotic nightmare I handed him, he can accomplish anything!
-
September 2021 by Kelleher Appliance
I’ve known Lee for many years, and have engaged him for my business since 2013. Over the years, we’ve worked together on everything from minor issues, to the more hair pulling ones, especially those related to QuickBooks. Not long ago, when our bookkeeper was on extended medical leave, Lee coached me in QuickBooks to ensure that the books would stay up to date, and reviewed them to assure they were correct. He’s always worked to educate himself with continuing changes in his field, mainly QuickBooks and advisory. He’s a good choice for anyone requiring this expertise. And, he's a really good person.
-
August 2021 by Bruce Mekul
I have known and worked with Lee for many years now, and have found that he is uniquely qualified to help a business grow. Lee is one of the very few practitioners who I have had the pleasure of working with who truly understands the Quick Books products and who also has a small business background which is invaluable in his ability to be able to understand and guide a business along.Bruce Mekul, CPAFirooznia & Mekul CPA's
-
August 2021 by Laura Schek
I have worked with Lee for over 13 years. He has helped me through any frustrating QuickBooks problems that I have come across and takes the time to explain any questions I have about my books. It has been a pleasure working with him.
-
April 2021 by Courtney Caverzasi
We contracted Lee to do a large 2020 reconciliation of our books for our small retail business. I pride myself on being an objective and honest business person, but in this case I was someone else's client, and it is with that in mind that I write this review.Here are the positives: Lee is a QB Pro Avisor who knows what he is doing. That doesn't mean everything goes perfectly, but he usually has the answers needed or will take the time to research and get the correct answers needed. While that service is appreciated, at the end of the day it is also his job.Here are the negatives: He talks down to women, takes things personally, and billed us double what was initially contracted for- which we paid, but were understandably surprised to receive. It was when we voiced our surprise that he took this personally, got mean and made it clear he didn't want to do future business with us- not the level of customer service I expected.He likes to work on an open ended project basis, which while good for him perhaps, is not always good for clients that don't have a limitless open-ended budget. I shared our needs for a loose budget in advance, although I think that would go without saying. While I understand some projects require more work than planned for, I believe it falls within the contractor's responsibility to communicate in advance. While we discussed out of scope work, to be furnished with a bill +2x what was originally contracted for to the tune of over $4k, caught us by surprise, something that should have been better communicated along the way.As expected there were questions my accountant had on the reconciliation Lee performed and now refuses to answer all because I questioned the bill. All I know is that a client should not have to do this much tap dancing work to manage a working relationship with a contract employee. Very disappointing and created much unnecessary hardship for me as an owner.
