Beatty Financial Services
Metairie, LA, USA
(15)
Metairie, LA, USA
(15)
We are a small CPA Firm servicing many different customers remotely and locally. We also SPEAK SPANISH (BILINGUAL). We have clients that we assist remotely in California, Texas, Florida, Virginia, etc.
We offer comprehensive and all-inclusive solutions, from tax preparation to accounting services.
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15 customer reviews
Vikki Y.
She was available to answer all my questions and chat back and forth for 2 hours to explain tax forms for businesses
Reviewed on Thumbtack
Jennifer F.
Trish was so friendly and reassuring! She also stayed in touch with me despite her being very busy. I feel confident about trusting her services and the potential cost seems very fair.
Reviewed on Thumbtack
Ryan T.
No problem was big enough to tackle. Put me at immediate ease and assured my situation would be put right with my YouTube channel and it’s path to establishing my LLC. Patrica too 45 minutes with me (under the weather a bit) and answered every question I had, even the dumb ones. She had knowledge and experience in everything I asked about and couldn’t be happier to solidify a long term relationship with Beatty Financial Services CPA. More...
Reviewed on Thumbtack
Jue m.
Patricia was able to answer my urgent questions right before the holiday break. She seems quite experienced and knowledgeable for small business conditions.
Reviewed on Thumbtack
Hunter P.
Professional & understating of tax situation during consultation; Strives to take care of clients by fully comprehending their true needs.
Reviewed on Thumbtack
Yuri P.
Quick appointment. Thorough walk through and follow up.
Reviewed on Thumbtack
Raghul N.
Patricia helped me with many questions all before i even contracted her - she is easy to talk to and had all the answers!
Reviewed on Thumbtack
Amy A.
I had an urgent issue and Patricia Beatty responded promptly. When I responded late on a Saturday evening she continued to be incredibly responsive. She provided clear helpful advice and is very knowledgeable. I truly appreciate her knowledge and dedication. More...
Reviewed on Thumbtack
Jacques A.
They understood my tax situation and was ready to help and they are very friendly. I would highly recommend them.
Reviewed on Thumbtack
Saul G.
Muy buena atención y muy profesionales
Reviewed on Thumbtack
Enrique A.
IncreÃble atención de Beatty, te escucha y ayuda de manera muy profesional, personas como ella hacen la diferencia en el mundo.
Reviewed on Thumbtack
Christopher C.
Very kind and professional. Very knowledgeable about every question we have, regarding our taxes, our property and our portfolio. Highly recommemd this CPA.
Reviewed on Thumbtack
Michael K.
This is the first time I've worked with a CPA firm, and so far the experience has been great. Beatty and Barker have been helpful and responsive, and I'm looking forward to continuing to work with them in the future.
Reviewed on Thumbtack
Chris s.
Great service and excellent for anyone looking to get a business tax return done.
Reviewed on Thumbtack
Bernard L.
My experience with these CPAs was great. They have been helpful and professional, They really know taxes very well and helped me save A TON OF MONEY. They are upfront and available.
Reviewed on Thumbtack
What kind of accounting services do you provide?
We offer comprehensive and all-inclusive solutions from tax preparation to many other Accounting services, such as bookkeeping, Quickbooks cleanup, Financial strategies, Business entity structure, etc.
Why is it so important for businesses to hire a great accountant?
A great accountant provides advisory services all year round. Because things change, you want to have someone that you can contact at any time for questions.
What do you love most about your job?
Being able to help people and businesses get their finances straight so that they can grow and prosper healthy.
What inspired you to start your own business?
I worked in the Corporate environment for a long time so I have the expertise to help others grow their business. As a small CPA firm, I know there are many businesses needing help.
Why should our clients choose you?
Because of our many years of experience and the fact that we are a licensed CPA. We keep up with all the latest changes and we are here all year round.
Can you provide your services online or remotely? If so, please add details.
We are fully remote. We can provide our services online or remotely. We have a secure platform that we use to give our clients access to their account so that they provide documents or obtain documents from us and it is secure.
What changes have you made to keep your customers safe from Covid-19?
We are remote. We have the ability to do Zoom calls via video and/or phone calls.
Tax preparation
Easy to understand tax preparation services for both Business and Personal taxes
Business Entity Structure
We work with start-up businesses providing the best entity structure which defines your business and how it operates.
Monthly Accounting Services
Monthly Bookkeeping to keep track of sales and expenses; Payroll processing; Sales Tax filings, Outsourced Controllership; CFO Services
Quickbooks
Maintenance or cleanup of Quickbooks. We are Quickbooks pro-certified
Financial Planning
Budgeting, forecasting, Management reporting--these are all long-term financial planning processes that help reach goals and strategies. We provide insight into cash flow, and visualize growth opportunities.
Spanish Speaking
We are bilingual.
