Testimonials
I value Beall Barclay’s one-on-one service most. I like the fact that all of Lumber One’s affairs are handled by a designated engagement leader who is highly knowledgeable about Lumber One’s account. I also value Beall Barclay’s availability. I never have to worry about calling into the Beall Barclay offices and my engagement leader or team members not being available to take my call.
Beall Barclay assists us with the annual credit renewal with our lender. In preparations for the renewal process, our engagement leader spends time with us to develop a financial plan for the upcoming year. Additionally, our engagement leader represents Lumber One in communications with our lender and helps negotiate the best rate possible.
Finally, Beall Barclay does whatever it takes to get the job done and to exceed my expectations. Without reservation, I can say that Beall Barclay’s drive to ensure Lumber One’s success, and the resources they have to make it happen, are biggest benefits of having them as my CPA firm.
Steve Gann, President
Lumber One
As a client of Beall Barclay & Company for over 20 years now, I have witnessed numerous benefits of the firm’s services and customer service philosophy. First, throughout the course of my engagement with the firm, I have seen them expand their service offerings and remain up to date with the latest technological advances. My engagement team, led by Mike Carroll, is able to apply new services and bring new and relevant ideas to the table for the benefit of my business. Since I am not always up to speed on the latest technology and how it affects my business, Beall Barclay is a trusted advisor committed to keeping me informed.
Second, as Beall Barclay has grown as a firm, both in size and service offerings, I am still treated like I am their number one client. In fact, they treat me with the same respect and attention as they did from day one, 20+ years ago. I really like the “homey” atmosphere Beall Barclay projects in its work and interaction with me. They have just the right mix of professionalism and personal rapport.
Last, but not least, my Beall Barclay engagement team makes it a point to let me know they are available for questions, discussion and assistance anytime I need them. I truly feel like I have a team on my side at all times, ready to be there for me for anything. As a small business owner, availability and personal attention is very important to me and to ensure my business stays on track. I am very thankful for Beall Barclay’s wealth of knowledge, breadth of services and superior customer service.
Ron Geisbauer, Owner
Ron’s NSC Inc.
Beall Barclay has been serving us for 10+ years and is a trusted and valued partner in New Creature’s business evolution. From the early days of getting the business set-up to the complex tax and strategic planning needs of today, Beall Barclay has grown with us and adapted their services to our ever changing needs.
The engagement team at Beall Barclay is professional, pleasant and accommodating. In addition to being exceptional at what they do, they are outstanding people on a personal level. The deliverables Beall Barclay produces are accurate and on-time, and they are very responsive to questions, which is highly valuable, especially to a fast-growth entrepreneurial company.
Throughout the course of our business relationship, Beall Barclay has proven their commitment time and again to New Creature’s success. For the first seven of our nine years, as New Creature was growing at double and triple digit rates, our primary contact at Beall Barclay acted as our CFO, bringing candid suggestions and honest advice to the table. He (Beall Barclay) constantly reminded us to focus on the long-term growth and enterprise value of the business and not just the short term profits and losses.
In addition the professionals at Beall Barclay are acutely mindful of the human aspects affecting New Creature’s success, such as employee reward and retention. In one example, Beall Barclay encouraged and advised us though the implementation of a 401(k) and profit-sharing plan. My partner and I are grateful to have such a well-qualified, committed team of professionals at our side, to help guide us through the next decades of New Creature’s success.
Patrick Sbarra, Founder
New Creature
As a business owner, I take comfort in knowing my accounting firm is within close reach if ever I have an urgent issue requiring immediate attention. Since Beall Barclay is a local firm, I have peace of mind that my engagement team is no more than a short distance away. In addition, Beall Barclay is always available to take my call anytime I need to discuss business issues or the status of our engagement. Beall Barclay’s personal approach to service has greatly benefited my business because I have a high level of comfort and trust in the individuals serving my account. Over the years, Beall Barclay has proven their commitment to personalized, attentive service for Medisav.
JoAnn Larkin, Owner
Medisav
I can not say enough about how pleased I am with Beall Barclay’s service for my bookkeeping, tax and strategic tax planning needs. As a co-owner of a large business, I am confronted with financial issues on a daily basis. I could not work through these issues without the help of Beall Barclay’s immediately responsive, detail-oriented and highly accessible team. When I call, they make themselves available, pay attention to the details and often answer my questions and calm my concerns within a matter of minutes.
My engagement team at Beall Barclay understands the areas of tax-related concern and opportunity for Foster Roofing. This is where Beall Barclay truly shines. They proactively address these concerns and opportunities, bringing them to my attention and making recommendations on what’s best for my business. Recently, my engagement team discovered an opportunity to recover tax savings on a return filed several years prior. Beall Barclay went above and beyond by discovering the savings and bringing it to my attention when most firms would just let it go. Beall Barclay is always mindful of Foster Roofing’s past, present and future.
Additionally, I feel the level of service I receive from Beall Barclay far outweighs the fees I pay. There is no question in my mind that Beall Barclay is the right firm for Foster Roofing. I continue to be pleased everyday with their commitment to exceed my expectations and cultivate financial success for my business.
Jennifer Joyce, Co-owner
Foster Roofing
Beall Barclay provides tax services to my organization. The ever-changing tax laws are perplexing to me, so Beall Barclay’s in-depth understanding of the tax code is a huge benefit. On a recent audit engagement, Beall Barclay fully integrated with the IRS and with our legal counsel to complete the necessary components of our audit. Therefore, I was able to remove myself as much as possible from the process allowing me to focus on other tasks.
I provide a large amount of documentation to Beall Barclay that is not always organized as well as it could be. Beall Barclay is able to quickly categorize and make sense of the information I dump on them. Since Beall Barclay keeps all documents electronically, they can quickly and easily send me the documents I need with the touch of a button.
Timely response is very important to me and my organization. I have put my engagement team under the gun several times. No matter how busy they are, Beall Barclay always exceeds my expectations by getting the job done accurately and on time. I take comfort in knowing they are only one phone call, email, fax or office visit away. In addition, Beall Barclay sends me reminders about deadlines or upcoming meetings. I truly feel they are on my side and are watching out for my best interests.
Mr. Cassidy Hurst, Commercial Real Estate Agent
Perry Butcher
In this day and age, when personal relationships are becoming a thing of the past, I find Beall Barclay’s commitment to maintaining close, attentive partnerships with its clients very refreshing. In the early 1990’s, Zero Mountain engaged two large, international accounting firms before switching to Beall Barclay. Beall Barclay outperforms its predecessors by displaying a genuine interest in Zero Mountain and devotion of time and resources to my account.
My engagement team stops everything they’re doing to answer my questions and put my needs first. That means the world to me, it’s invaluable. Beall Barclay takes time to carefully research answers and solutions to my questions and the results are unimpeachable. Beall Barclay does a great job of proactively updating me on new tax laws affecting my business.
The entire firm personifies integrity and truly values the relationships it has with its clients. I believe this stems from having consistent, exceptional leadership starting with the managing partner who instills these values down to every employee. I feel extremely fortunate to be a valued Beall Barclay client.
Mark Rumsey
Zero Mountain
I have engaged Beall Barclay for my practice and my personal accounting, financial and investment needs since the early 1980’s. It is my opinion that Beall Barclay’s professionalism and trustworthiness is of the highest standard. I have complete confidence in Beall Barclay, both in the dependability of their work and the integrity of their character. Beall Barclay is also an esteemed advisor to complex financial issues. The extent of their commitment to client service is firm-wide, from the managing partner to the administrative staff. I am cheerfully greeted at all times. I would absolutely recommend Beall Barclay to anyone.
Dr. Bill Agent
We have always been very pleased with the service Beall Barclay provides to our company. The engagement team we work with has the knowledge and experience necessary to get the job done. They search for solutions and new ways to maximize our tax savings. Our engagement team has always forwarded us in the right direction when it comes to tax assistance or wealth management. Beall Barclay consults with our firm on various projects and they always have our best interests and concerns in mind.
Brent Garner
C&B Garner, Inc.