Testimonials

It has been so helpful to see how we are doing financially.  Now we plan in advance for upcoming liabilities.  We have a clearer breakdown on the cost of materials too. We have used this information to cut costs to counteract the increasing costs of materials caused by the recent tariffs.  We can also see where we can get the best benefit in terms of tax deductions.


Alex Lopez, Co-owner, Creative Patio Works, Inc.

My name is Alex Lopez.  I am co-owner of Creative Patio Works.  We have been designing, manufacturing, and installing custom patio covers and shade structures in the Sacramento area for over 15 years.  In 2016, we were struggling with the accuracy and usability of the financial information in our accounting software.  We wanted our accounting to serve as the gauges in a car do, to help us project cash flow, taxes, and so on, so we began working with Innovative Solutions.

Recently, during what is normally our peak season, we didn’t have as many orders as we usually do.  We were busy, but not making money.  We discussed the problem with Terri Davis in one of our quarterly meetings.  She helped us discover problems in our sales department in past quarters.  With this information, we were able to replace those unproductive salespeople with highly productive people.  I’m pleased to report that we just had one of our best quarters ever!

It has been so helpful to see how we are doing financially.  Now we plan in advance for upcoming liabilities.  We have a clearer breakdown on the cost of materials too. We have used this information to cut costs to counteract the increasing costs of materials caused by the recent tariffs.  We can also see where we can get the best benefit in terms of tax deductions.

Thank you Innovative Solutions!


Alex Lopez, Co-owner, Creative Patio Works, Inc.

I have been running my Cement Contracting business for 33 years. A few years ago, I started to feel like I had outgrown my CPA who I only talked to once a year at tax time. I had put my business into an LLC and I needed some good advice. I was uncertain at first about working with Innovative Solutions, mainly because the price was significantly higher than what I was paying before. Now I know I made the right decision.


Bill Zellars, Zellar's Concrete

I have been running my Cement Contracting business for 33 years.  A few years ago, I started to feel like I had outgrown my CPA who I only talked to once a year at tax time.  I had put my business into an LLC and I needed some good advice.  I was uncertain at first about working with Innovative Solutions, mainly because the price was significantly higher than what I was paying before.  Now I know I made the right decision.

First they helped me treat my LLC as an S-Corporation for tax purposes, which saves me money every year on taxes.  Second, I love the complete openness.  We have quarterly meetings to do advance planning to help me make business and tax decisions. If the meetings spark a question later on, I can reach out and get an answer.  In fact, any time I have a question, I can get the information I need, and this is all included in the price.  Lastly, they have set up everything so they can access my QuickBooks remotely and I don’t even have to know about it or deal with it.  I have to say that my confidence has really built over the last three years I’ve worked with Innovative Solutions and I definitely recommend them to other business owners..

http://www.zellarsconcretesacramentoca.com


Bill Zellars, Zellar's Concrete

After a series of problems with prior CPAs, including poor communication, surprise bills, and slow service, it is refreshing to have found them. They are very approachable people who communicate with us regularly.  We have informative quarterly meetings with them in which we discuss the health of our business.  They also provide us with tax projections so we always know in advance how much we will be paying in taxes and will not have any financial surprises.  We also regularly discuss with them various opportunities for tax deductions. 


Edward Montalbo, DMD

My name is Edward Montalbo, DMD.  I am a general dentist. I have been practicing in California for over 15 years and have been running my own practice for over 10 years.  I have been using Innovative Solutions CPAs & Advisors for my business and personal accounting and tax services since June of 2015.

After a series of problems with prior CPAs, including poor communication, surprise bills, and slow service, it is refreshing to have found them. They are very approachable people who communicate with us regularly.  We have informative quarterly meetings with them in which we discuss the health of our business.  They also provide us with tax projections so we always know in advance how much we will be paying in taxes and will not have any financial surprises.  We also regularly discuss with them various opportunities for tax deductions.

They are experts in dental accounting so they also are familiar with dental specific tax deductions. We feel like we can ask them anything and they will provide an answer we can use. In addition, we can ask them as many questions as we need and we never have to worry about receiving a surprise bill from them because everything is included in their pricing.

It has been a great experience and I recommend them for any dentist or business owner who wants to be proactive about running their business and reducing their taxes.

www.suttercreekdentist.com


Edward Montalbo, DMD

Under the guidance of the team at Innovative Solutions, I have made several major changes which have had a positive effect on my current tax obligations, but more importantly on my retirement goals…If your needs include tax planning strategies and a plan tailored to specific goals I would recommend Innovative Solutions. I wish I had been referred to them years earlier as it would have gotten me on track to reach my goals earlier.


David S. Lehman, DDS

I am a practicing general dentist in Sacramento, CA. A little over a year ago, I met with an AXA financial planner named Jennifer Littlefield who works at a local financial planning firm called Harper Davis Financial. In the course of reviewing my financial plan, Jennifer introduced me to Ben Anders and Terri Davis who are CPAs with a firm called Innovative Solutions CPAs & Advisors. I met with Ben to discuss my current tax situation and a strategy for retiring. After a detailed discussion and a careful review of my budget plan, Ben was able to present me with a list of things he could do to address my immediate tax situation and to formulate a plan for retirement going forward.

As a result I decided to leave the CPA I had been with for the last twenty plus years and sign on with Ben at Innovative Solutions. The old saying that you get what you pay for certainly rang true in my situation. My prior CPA was competent and efficient, but basically was almost like a glorified H & R Block service. My prior CPA would collect my income information and then tell me how much I owed the Feds and to the State of CA.

Under the guidance of the team at Innovative Solutions, I have made several major changes which have had a positive effect on my current tax obligations, but more importantly on my retirement goals

I have found the entire staff at Innovative to be very responsive and prompt in dealing with issues as they may arise. They designed a specific package of services for me that was tailored to my needs and goals. The service I receive is both comprehensive and efficient. I am paying more for my CPA services than before I made the switch but I am receiving much more than just your annual tax return.

If your needs include tax planning strategies and a plan tailored to specific goals I would recommend Innovative Solutions. I wish I had been referred to them years earlier as it would have gotten me on track to reach my goals earlier.


David S. Lehman, DDS

My husband and I have run an auto repair shop for 25 years. About 12 years ago we switched accountants and began working with Terri Davis. Her firm is now called Innovative Solutions CPAs & Advisors. From the beginning, Terri was able to explain things so I could understand them. She uses our financial reports to point out where we need to improve, and also pats us on the back when we are doing well. Essentially, she holds us accountable to run our business better.


Elaine Vanich, Marty Vanich Automotive Repair

My husband and I have run an auto repair shop for 25 years.  About 12 years ago we switched accountants and began working with Terri Davis. Her firm is now called Innovative Solutions CPAs & Advisors.  From the beginning, Terri was able to explain things so I could understand them.  She uses our financial reports to point out where we need to improve, and also pats us on the back when we are doing well.  Essentially, she holds us accountable to run our business better.

She has helped us with business decisions like where to cut costs and when to raise our prices.  This has helped us increase our profits.

Also, working with Terri, we have minimized the amount we pay in taxes as much as we could, and we always know in advance what to expect on our taxes.  I know how much I need to set aside to pay them, and this gives me peace of mind.

I really feel comfortable with the people at Innovative Solutions.  They have done great for us and I recommend them to others in need of a quality accountant.

http://www.martyvanichautorepair.com/


Elaine Vanich, Marty Vanich Automotive Repair

Our transition to working with Innovative Solutions has definitely been positive. I appreciate their business model because it allows us to communicate with our accountant on a regular basis and to get good, solid advice when we need it and to plan proactively. I actually think I’ve gotten more good advice and had more communication from the team at Innovative Solutions in the last 6 months than I ever got from our prior CPA in all the years that we worked with him.


Paul McKay, Woodline Cabinets

I am a partner in Woodline Cabinets.  We are a wholesale cabinet manufacturing company that sells directly to homebuilders.  We switched to using Innovative Solutions as our accountants about 6 months ago after many years with the same CPA firm.  It was somewhat of a tumultuous transition because we were under audit by the IRS at the time and still being represented in the audit by our prior accounting firm.  Though it wasn’t in our agreement with Innovative Solutions, Denton Connor took a look at the audit process and found an error in calculation that had been completely missed by our prior CPA firm.  This discovery saved us about $7,000 in the audit.

Recently, after looking at the Tax Cuts and Jobs Act, the current structure of our business, and our partners’ long-term transition plans, Denton recommended a change to our entity structure.  Denton projected the tax savings from the change to be significant.  He also made it clear that to take full advantage of this opportunity, we needed to make the change right away.  We have made the transition to the new entity now and are looking forward to the rewards.

Our transition to working with Innovative Solutions has definitely been positive.  I appreciate their business model because it allows us to communicate with our accountant on a regular basis and to get good, solid advice when we need it and to plan proactively.  I actually think I’ve gotten more good advice and had more communication from the team at Innovative Solutions in the last 6 months than I ever got from our prior CPA in all the years that we worked with him.


Paul McKay, Woodline Cabinets

We needed to look for an outside accounting firm to help us with the bookkeeping and accounting requirements. Innovative Solutions has helped us in this respect by making sure our books are up to date, accurate and in compliance with our bond.  They have also improved our internal controls, made our accounting practices standardized and more transparent to residents, and helped with practices that will prevent fraud…I am very confident when my two-year term is up, that my replacement will have an easy transition with the help and support that we have from Innovative Solutions.


Carolyn Murray, CFO, United Mobile Homeowners Association of Fairfield

I am the current CFO of United Mobilehome Owners Association of Fairfield, Inc (UMOAF), which is a 501(c)(3) non-profit organization. The organization consists of two large mobilehome parks, Country Club Estates and Dover Mobilehome Park. The parks were purchased by a bond that was issued by the City of Fairfield. UMOAF has 9 board members that oversee the operations of the park.

Due to the complexity of our business and previous issues within the park, we needed to look for an” outside accounting firm to help us with the bookkeeping and accounting requirements. Innovative Solutions has helped us in this respect by making sure our books are up to date, accurate and in compliance with our bond.  They have also improved our internal controls, made our accounting practices standardized and more transparent to residents, and helped with practices that will prevent fraud.

The CPAs have been helpful in teaching the board how to understand the budget and accounting practices. If the board has a question, they have been able to answer it in a way that is understandable to us. UMOAF, also has independent auditors. It has been very reaffirming that we can ask Innovative to interpret what the auditors are asking us to do.

I am very confident when my two-year term is up, that my replacement will have an easy transition with the help and support that we have from Innovative Solutions.

Innovative Solutions has been very professional and accessible to us. I highly recommend them to any non-profit that needs high quality accounting services with a personal touch. I have enjoyed working with them.

http://www.umoaf.org/


Carolyn Murray, CFO, United Mobile Homeowners Association of Fairfield

It’s pretty rare that people get excited about their accounting experience and yet they helped and supported us in so many ways that I must rave about them.


Phil Kohlmetz, Former Executive Director, Bay Area Electric Railroad Association

I served for 12 years as Executive Director for Bay Area Electric Railroad Association, a 501(c)(3) educational non-profit created to preserve and interpret the heritage of the railroads powered by electricity (such as MUNI and BART) in Northern California and throughout the Western U.S. During much of this time we used Connor Accountancy (Now called Innovative Solutions CPAs & Advisors) for our accounting needs.  It’s pretty rare that people get excited about their accounting experience and yet they helped and supported us in so many ways that I must rave about them.

First of all, all their work was timely.  They never missed a deadline or provided us anything late and they were always responsive to our inquiries.

They took a great deal of day to day work off our plate.  They handled much of our regular business administration and kept us in compliance with the law.  They filed all our federal, state and local sales and income tax filings accurately and on time and they helped us manage our payroll.

They also worked with our outside auditing firm.  Their work was seamless.  This saved us at least a full-time work week worth of time and money per year because the audit team had to do much less testing and detective work.  They came back with very few audit adjustments.  This provided a high level of reassurance to me, to our board, to our staff, and our benefactors.

They served in an advisory role for us as well.  First they created customized reports with the financial information we really needed to make our business decisions.  Then they adjusted the reports for specific circumstances, audiences, and needs such as for the board, or for donors.  The reports were easily replicable for use at our monthly meetings.  Second, they served as a sounding board for us and helped us understand the financial consequences of our business decisions.  For example, they helped us define and evaluate which vendors we would work with. They also helped us choose the employee benefits and retirement plan we would provide after taking into account the size of our staff and our budget.

Working with Innovative Solutions made a huge difference in the work I could do for the Railroad.  Knowing that the underlying financial information I was using to guide my decisions was sound, freed me up to raise money and develop our public programs.

To summarize, the ease of working with Innovative Solutions coupled with the consistent quality of work and the ongoing support allowed our non-profit to focus on its mission-critical functions and work towards achieving its exempt purpose.

I highly recommend them to any non-profit.


Phil Kohlmetz, Former Executive Director, Bay Area Electric Railroad Association

I appreciate the relationship we have built with Innovative Solutions and the consistent support they have provided us.  I would recommend them to any non-profit in need of a good accountant.


Rhonda Daniels, Executive Director, Moving Forward Towards Indpendence

I am the Executive Director for Moving Forward Towards Independence.  We are a non-profit 501(c)(3) classified as a private foundation. We are located in Napa, CA. We are a residential program offering transitional and independent living support to adults with disabilities.  We are a sizable non-profit with close to 20 employees.

In early 2016 we engaged Innovative Solutions CPAs & Advisors as our accountants.  Our experience has been very positive.

They began by working collaboratively with us to redesign the financial dashboard used by our board at its meetings.  The board is happy with the new dashboard and now has the information at its fingertips that it needs to make decisions about the future of Moving Forward.

With our previous accountants, we often discovered errors and had to spend a lot of time guiding and correcting them.  Now we receive timely, accurate monthly reporting.  This saves a lot of our time, and in the long run will save us money.

In addition, Innovative Solutions proactively informs me and our board of items of concern.  This helps us perform oversight to the organization.

Recently, we were looking for legal representation for Moving Forward.  Innovative Solutions is connected in the community and was able to connect us with local attorneys to interview.

The other thing that I really appreciate about Innovative Solutions is its team members.  They have been amazingly helpful.  Deborah Heritage, one of their senior accountants, has been our main point of contact. She has been available whenever we need her.  She listens patiently to our concerns.  She easily translates our questions into accounting terms and back again.  She never gets defensive, and she offers helpful ideas and explanations. She is a wonderful teacher and has been consistently forthright about when things will be done.  She and several of Innovative Solutions’ partners have also attended our board meetings to help us understand our financial statements so we can use the numbers to guide our operations.

I appreciate the relationship we have built with Innovative Solutions and the consistent support they have provided us.  I would recommend them to any non-profit in need of a good accountant.


Rhonda Daniels, Executive Director, Moving Forward Towards Indpendence