14 Reasons To Choose Efros Financial
Our Competitors
1. We Are Specialists
We provide accounting / bookkeeping and tax services for individuals and small businesses, period.
Our competitors are busy also providing audit, review, compilation, and CFO services for large enterprises, non-profit organizations, government entities, etc.
Our Competitors
2. Clear Up-Front Pricing
We include estimated fees for all engagements right on the front page of each engagement letter. This means no billing surprises.
Our competitors often do not use engagement letters which can lead to unexpected invoices and other unwelcome issues.
Our Competitors
3. No Long-Term Contracts
We offer convenient pay-as-you-go and monthly billing options with no long-term commitments. We rely on the quality of our services to retain clients, not long-term contracts.
Our competitors may lock you in with annual contracts requiring up-front payment which impacts your cashflow and limits your options.
Our Competitors
4. Secure Client Portal
Our secure client portal safeguards your personal information and provides easy access from any internet-enabled device. To ensure the security of your personal information, we never send sensitive documents by email.
Our competitors often provide clunky and cumbersome client portals. Some firms do not use portals at all and instead rely on insecure email for document management.
Our Competitors
5. We’ve Got Credentials
All of our client-facing professionals are credentialed (ex. Certified Public Accountants (CPAs), Certified Financial Planners (CFP®s), Enrolled Agents (EAs), etc.) to provide you with the highest quality professional services. Simply put, we are held to a higher standard.
Our competitors often outsource and delegate their work to less experienced professionals just to “get the work out the door”.
Our Competitors
6. Big 4 Accounting Firm Experience
Our founder, Alexander Efros, MBA, EA, CPA, CFP® began his career at PricewaterhouseCoopers (PwC), a global Big 4 accounting firm. He has since applied the same technical expertise, work ethic, and high standards to the work we do at Efros Financial.
Our competitors may be inexperienced in handling more complex technical matters.
Our Competitors
7. We Don’t Outsource
100% of our work is done by experienced professionals located in the U.S. who undergo extensive identity verification, background screening, and credit checks.
Our competitors frequently outsource their work to professionals located in other countries to reduce their costs.
Our Competitors
8. Modern Paperless Practice
All correspondence is handled by phone, email, and our secure client portal. We also offer live screenshare calls to review documents and answer your questions in real-time.
Our competitors may require in-person meetings which are inconvenient and inefficient.
Our Competitors
9. 360-Degree Approach
Our clients enjoy premium individual and business accounting, tax, and consulting services all under one roof. No more having to coordinate between multiple firms.
Our competitors often offer only a single service and are unable to help in other areas.
Our Competitors
10. Meticulous Review Process
How can you tell that our thorough reviews are actually done? It shows in our results. That’s why our client retention rates consistently exceed industry averages. Our thorough review process ensures that work is done right the first time.
Our competitors often focus on quantity over quality which often leaves no time to thoroughly review work. The results are often missed deductions, lost credits, and time wasted redoing work.
Our Competitors
11. Infinitely Accessible
Call, email, or schedule a meeting at any time.
Our competitors may require you to call to make an appointment as they do not offer the ability to schedule meetings online at your convenience.
Our Competitors
12. White Glove Service
As a boutique firm, we are selective about the clients we take on. As such, we are able to avoid rushing from one client task to another and can take the time necessary to ensure that your work is done right the first time.
Our competitors include “mass-volume” shops which focus on quantity over quality. If you’ve ever felt like “just a number” when working with an accountant, this is the reason why.
Our Competitors
13. Online Tax Questionnaire
Our cutting-edge online tax questionnaire allows you to provide important tax information easily and efficiently using any internet-enabled device.
Our competitors may still send bulky manual PDF organizers which must be printed and signed by hand.
Our Competitors
14. E-Signatures
Our engagement letters, invoices, and most tax returns may be handled electronically so you never have to worry about printing and signing important documents.
Our competitors often require you to print, sign, and scan engagement letters and tax forms.
Our Competitors
Book A FREE 15-Minute Consultation