Testimonials

What our happy clients say about us.

Although we have been using Coley Accountancy for a little less than two years, the amount of information they have provided and the valuable changes they have suggested we implement have been vital to the recent increase of our business success. Coley Accountancy handles our tax preparation, monthly bookkeeping, tax planning and questions and concerns with the upmost professionalism, approachability, and responsiveness.  Our business has benefited significantly from our association with Coley Accountancy and we look forward to working with them for many years to come.

Judy Berson
Discount Pools & Spa Supply/Rancho Pool Service

We have been using Wendi and Mike Coley for our accounting work for the past several years. They handle our personal returns and our business returns, as well as tax planning issues that come up during the year. They are knowledgeable and responsive and we feel we are in good hands.

Hilary Ballard, President
HKA, Inc. Marketing Communications

I have used Coley Accountancy since I opened my office, Wendi did a fantastic job setting up my QuickBooks! Having no experience with QuickBooks I am now confident that my CPA will be able to do my taxes with ease and by the way Wendi is now my CPA. I would highly recommend Coley Accountancy!

Frank Matsumoto
Minuteman Press - Irvine Spectrum

After seven years with the same accountant we thought our company could  use some fresh ideas. We looked around to find insincere and boring  applicants.

Wendi came to me to say hi at a SCC chamber meeting. I looked at her badge and it read Wendi Coley Accounting. I asked her a few questions about our auto repair business and she answered them without delay.

The first month Wendi picked up our pile of paper work, all shoved into a bag, held it to her chest and said “Don’t worry about a thing.” How could I worry with that smile. She was holding my business in her arms like a new born baby.

Wendi has been with us now for six months and is doing a terrific job. Finding the right numbers and implementing new ideas will only help our business grow.

 
Keith Krawiec
Neighborhood Car Care

After using another CPA for a number of years, I recently switch to Coley Accountancy. Wendi made a suggestion that will result in tax savings that this year will more than pay for her fee! Plus, she has been incredibly responsive and a pleasure to work with.

Linda Coss, President
Plumtree Marketing

I cannot recommend Coley Accountancy high enough. Prior to being with Coley Accountancy, we had been with the same CPA for 20 plus years. Once starting with Mike and Wendi we actually filed on time for the first time in 20 plus years both our corporate and personal taxes. The Coley difference have been immediate and staggering. Suddenly calls were returned right away, advice and counsel were offered with and without coaxing. When the need arose for us to change business accounting programs, Wendi Coley took care of everything in getting our data transferred and set up so we could start the new year without any hiccups. The best part is that the Coley Accountancy has allowed us to focus on our business and not taxes, knowing full well we were in good hands with the Coley Accountancy, both our profits and sales have increased.

Alan Bennett, CEO
SaniClean

We recently retained Coley Accountancy to oversee all aspects of our accounting for two of our locations.  Our experience has been very good.  When we began our relationship with Coley Accountancy there were several issues with the IRS that had not been resolved by our previous accountant.  Those issues were quickly addressed and resolved very favorably by Coley Accountancy.  Other open issues that we had were also addressed and resolved quickly.  In addition, QuickBooks maintenance and reconciliation, sales tax and other periodic filings as well as consultation have been very easy.  All communications have been quick and efficient.  Our relationship with Coley Accountancy has given us the confidence and time to focus on the aspects of our business that require our attention without having to worry with accounting issues.  We are very fortunate to now have an accounting firm that understands and is attentive to our needs.

Kevin Clover
The Shout! House

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25909 Pala, Ste 140
Mission Viejo, CA 92691

Phone: (949) 916-9500
Email: info@coleyaccountancy.com