We started working with David and CPB Solutions in 2015, initially to help clean up our books, bring them up to date, and correct our tax filings. What I didn’t expect was just how much more value David and his team would bring to our business beyond the numbers. Over the years, he has not only helped me understand QuickBooks and bookkeeping but also provided valuable business training that has empowered me to take control of our financial records.
The experience has been incredibly rewarding. David’s insights, along with the support of his dedicated team, have been crucial to the growth of our business. We have built a trusted relationship over the last ten years, and it has been nothing short of motivating and educational.
In 2016, David and CPB Solutions helped us incorporate, saving us thousands in taxes. Since then, they have continued to provide smart strategies as our business has evolved. From personal to corporate tax returns, they make sure we are always prepared and in the best position possible.
Their guidance has been invaluable in both personal and company growth. I truly don’t know what we would have done without their expertise and support. CPB Solutions isn’t just a service provider to us; they have become an important partner in our success. David isn’t just a colleague—I’m happy to call him a friend too.
Thanks to the training I have received from CPB Solutions, I’m now confident in filing and maintaining business records, payroll and sales taxes, and ensuring timely reports. As our business has grown and changed, CPB Solutions has been there every step of the way, giving us the tools to make decisions that strengthen both our company and our future.
