client testimonials

Results we’ve helped bookkeepers achieve

Stage 1 - Theoretical Support

Lauren – Testimonial

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

Lack of confidence and feelings of insecurity about my abilities

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

I feel more confident having someone I can confide in about things I’m unsure about

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

Absolutely recommend! The team has been a huge asset to my business and I couldn’t do it without them.

What are you planning to do next?

Working on getting #1st client!

Stage 2 - Practical Support

Anonymous – Testimonial 2

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

Where to start, when looking at books and pricing.

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

I feel a lot more comfortable. Especially that you are available when I need help.

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

I would recommend you!

What are you planning to do next?

Find a client

Anonymous – Testimonial 1

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

The biggest hurdle was not having someone outside of colleagues to go to for assistance while being new and inexperienced. I’ve been fortunate enough to have great colleagues who would lend a hand, but I didn’t feel great not paying people for their time (most of them would not accept money!).

I would have long lists of questions but would hesitate to ask them all to colleagues since there wasn’t much to offer them in return. Stress would build up quickly, especially if I spent long periods of time trying to figure out complex tasks on my own.

I felt intimidated by the idea of new clients and would be much more nervous when I got a new client. I felt emotionally heavier when I didn’t have a reliable source of assistance I could pay for. I would feel ‘stuck’ much more.

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

Working together has taken a weight off my shoulders. I know I can easily schedule meetings at the click of the button and get guidance as well as questions answered. I have much more peace of mind.

I’ve also learned a tremendous amount in a short period of time working with Pachira. I feel like some concepts are learned fastest through interactive engagement which is what the screen-sharing video conferences provide.

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

I would tell someone to view it as an investment, not an expense. The value of gaining confidence, having support and getting work done faster is very high. It greatly increases one’s ability to onboard more and higher quality clients in the future. I’d rather invest in coaching and become a better bookkeeper faster than improve my skills at a much slower rate on my own. The peace of mind is really important for me as well- stress sucks!

What are you planning to do next?

I still have about a couple of months set to work with Pachira. I’ll see how it goes and re-evaluate how much support I’ll need in May! For now, I’m learning so much and super grateful for these services! Thanks guys, you rock! 🙂

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.

Stage 3 - Professional Support

Jennifer – Testimonial

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

Workflow

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

It has provided guidance and assistance for my staff

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

They are idiots and need to hire you ASAP. I have already recommended Pachira to all.

What are you planning to do next?

Grow my firm

Sara – Testimonial

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

Always recreating the wheel and feeling like I was always winging it. Not having a set process or systems or documentations in place to make the end to end workflow easy for me and my team.

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

It’s only been a week but we have learned some great tools and also different ways to think about a solution. I’m so excited to learn more.

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

So far I am impressed with the skillset and knowledge base and I hope to be able to recommend the firm once we have had the chance to work for a longer period of time.

What are you planning to do next?

Continue to work and learn more about processes and workflows to help my business.