Carrie – Testimonial

Describe the biggest hurdle or problem you faced before working with us and how did you feel?

Resolving differences between the financial statements and the tax return. This process was intimidating and nebulous, and it seemed like something that had a great potential for error. I was so worried I would screw it up which put me in analysis paralysis mode! After working with Becky, I’m feeling much better about how to compare a tax return to the financials and what to scrutinize.

How has working together impacted what you do and how do you feel now?

I feel so much better about my ability to get through the work because every issue I have brought to Pachira has been solved, and that gives me a lot of confidence in them. I feel relieved knowing I have a good, solid support system to pull me off the ledge when I hit a brick wall on those bookkeeping issues that can elude and slow me down. Also, it’s so reassuring to have a sanity check. I mean, sometimes I do actually know the answer or at least am close, and it’s just so great to have a resource that can validate my thought processes.

What would you say to someone who is on the fence about choosing Pachira? Would you recommend our services?

Absolutely! I have worked with others, and Pachira is hands-down the best coaching team I have found. Their advice always rings true to me, and you can tell they know what they are doing. It is such a comfort to have them in my corner.

What are you planning to do next?

Continue to use Pachira! I am a fledgling bookkeeping business (launched in Jan 2021) and I know I will need more coaching for the foreseeable future. I’m happy to give my dollars to Pachira. They are already making such a positive difference for me and my bookkeeping practice.

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