Testimonials
REAL ESTATE COMPANY
Barbara and Phil Wallace
Our decision to partner with The Financial Performance Center has benefited our business in many ways. We needed someone with a powerful business sense and found that, and more, in our accountant, Peter Holtz. With his help we were better able to organize our accounting and other aspects of our business. Peter has taken the time to ensure that all our needs would be addressed.
When we needed help with estate planning, Peter was there to demonstrate his knowledge of and ability to coordinate the needs of our estate. His fantastic attention to detail and willingness to do all the detective work needed to get the job done were impressive indeed.
Peter has also shown an excellent understanding of real estate markets and development which was crucial for the business that we do. We were especially pleased that he was able to assist us in this area.
We look forward to continuing our relationship with The Financial Performance Center. It is nice to work with a firm with this level of expertise that makes service to their clients such a high priority. Peter was a Godsend!
SERVICE BUSINESS
Rick Maldonado, Owner -VIP Mobile Detailers
Hiring The Financial Performance Center has been good for me in various ways. One of the most important has been the way they have helped me get my accounting and billing better organized which has improved my bottom line. I have noticed the difference Great Valley has made in helping me keep things in order.
When I was audited by the IRS, The Financial Performance Center was there to provide the support I needed. Peter Holtz, my accountant at The Financial Performance Center , made sure that I was not alone when faced with this challenging situation.
The Financial Performance Center has helped to provide a solid basis for the finances of my company. I know that I can count on them to continue to do so.
I believe having The Financial Performance Center helping my business is a great asset. Their support and assistance have been very valuable to me.
SERVICE BUSINESS
Barbara Beavers The Garden of Eden Daycare Service, Inc.
The Financial Performance Center has made such a difference in my business that I can honestly say that hiring them has been one of the best administrative decisions I have made. Peter Holtz and his staff have partnered with me to stay organized and have made it possible for me to focus on other aspects of my business without worrying about the chore of daily bookkeeping and accounting. I can confidently say that my financial affairs are in order like never before.
I especially appreciate the money that The Financial Performance Center has helped to save me on my taxes. Peter Holtz, my accountant, reviewed my payroll tax returns and was able to make a significant change which resulted in a refund of approximately $15,000. By correcting my workman’s compensation reporting, Peter was also able to save me about $1000 a month. Also, now that my financial statements are being completed on a timely basis I am ready to apply for a loan to expand my business.
Growing my business is easier knowing the professionals at The Financial Performance Center are always available to answer my questions. If I need to come in to their office for any reason I am always welcomed with a smile. It seems as though they have a genuine interest in helping my business to continue to be a success. I look forward to working with The Financial Performance Center for years to come.
RESTAURANT
Peta Goldschert, Owner Peta’s Yacht Harbor Restaurant
As the owner of a small business, I can say that I noticed the difference that The Financial Performance Center made in many ways. I was able to become more organized knowing that all my accounting and payroll needs would be handled by them. After hiring The Financial Performance Center, I was able to get a clearer view of my financial position. They were always available to answer all my questions on a timely basis.
When I was ready to sell my restaurant The Financial Performance Center was there to make sure that everything went smoothly. I can say that their help ensured that the sale was a success.
I appreciate the fact that The Financial Performance Center helped to save me money on my taxes. Peter Holtz, my accountant, reviewed my past years’ tax returns and actually found many errors. Once these were corrected I received a significant refund. Now I see that I actually saved more on my taxes than what it cost to hire his firm.
The Financial Performance Center was a pleasure to work with. The staff was friendly and reliable. I would be happy to recommend FPC to anyone looking for help with their business.
I wish I had found The Financial Performance Center years ago!
RETAIL
Jenny Klooster, San Francisco Floral