Testimonials

Carol is an amazing business partner who can work with you and your small business or nonprofit in many different areas. She is not only a terrific accountant, but has CEO-like vision and was a great help with business strategy issues.

Kevin Robertson


We went with our gut and hired Carol. It was the best decision we have ever made! She brings so much expertise to the table. She shares in our vision and supports our entire team. She has a unique gift of not only understanding everything that our evolving company goes through but offers solutions and direction. Carol and her team are always available when something comes up. Also, our QuickBooks has never looked better! I was always looking short term, to the year ahead. Carol has the ability to forecast beyond. Whether or needs are immediate or in the future, we trust Carol and her team 100% with our business growth and stability. I honestly don’t know how we have survived 25 years without her. Her knowledge is limitless not only for our accounting but for our company in whole. The bonus with Carol, is that she is such a pleasure to work with!

Lorin Hamilton


Carol and her team have been so helpful for our organization since we signed them on. From getting us set up on Quick Books Online, to working through a treasurer transition, and working closely with our web developer to get things running smoothly. We are a much better organization because of Carol’s help and constant suggestions to make things even better. Highly recommend. We appreciate Carol’s expertise and her cheerful, can-do attitude!


Access Youth Academy

In the non-profit world things are ever changing and Carol and her team (James and Sara) are always on top of the latest information. She has taught me how to navigate through Quickbooks Online and best practices to keep our books/finances organized. She and Sara are extremely helpful during our yearly audit. Making sure that we are speaking the same language as the auditors and helping us prepare for onsite work, keep us on tract for a smooth audit process. We have been working with Carol and her team going on 3 years and we are always grateful for their assistance in helping us run our business.

Danielle Prince


SPORTS for Exceptional Athletes

Professionally, Carol has focused on the unique financial needs of non-profit organizations.  She is very knowledgeable of the myriad of financial regulations they must abide by and can help organizations conform to the regulations, maintain accurate financial records and comply with annual filings.

When we decided to form our nonprofit organization, we turned to Carol to educate us on the process and file all necessary applications, both Federal and State, for non-profit status.  Carol became our first Treasurer, serving for 3 years, and established our accounting system in QuickBooks, set up our bank accounts and sales tax reporting, and advised on the proper controls for handling funds.

 

We feel very confident in recommending Carol Stachwick, CPA to other non-profit organizations seeking accounting services.

 

Sincerely,

Walter A. Jackson                                                       Clara Downes
Executive Director                                                           Associate Director
S4EA                                                                                   S4EA


What we did for a local General Contractor

We took over his QuickBooks Enterprise Desktop file and uploaded to QuickBooks Online updated 2015 and 2016 transactions for his tax accountant.  Then we linked to his bank accounts and credit cards so it updates every time we open the file. A little later, we created custom Invoices and Estimates from QBO with the company logo and detailed time charges.

 

Worrying about the accounting has had me contemplating closing shop a few times.  Now that you’ve got it all updated and organized, you give me hope and I’m excited to do things correctly. Got to let you know, I looked at the Estimate you just sent over.  I can’t believe it’s from my company.  Love how you put it together, thank you!

 

Thank you so much Carol!


Junior League of San Diego

“Carol has gone above and beyond creating a customized curriculum for the 2nd Annual Junior League of San Diego’s Board Academy. She covered a multitude of fiscal topics ranging from board responsibility in relation to budgets, being audit-proof (tips), fiscal reporting,  basic vocabulary, tracking in-kind activities and even understanding the composition of a budget. Her approach was both comprehensive yet approachable for all who attended. We are excited to use her for many future trainings!

 

 

Training Council


Carol has been fantastic. Whether is was helping us put together our accounting system, reviewing our IRS reports or ensuring we appropriately categorize the money our non-profit spent, I’ve never worked with anyone better. Thanks Carol.

 

Paul Worlie


We are so happy to have found Carol and her team, we are a binational non profit organization. We needed a lot of help and she delivered and still is. She helped us setting everything up for our new 501c3, bookkeeping, filing our taxes and must of all introducing and teaching us about quickbooks. Keeping everything efficient and easy!

TFC


Carol, Is the best!!! Not only is she very professional with a wonderful sense of humor but this girl gets the job done/ and fast!!! Carol has made sure all my accounting for my non profit remain in good status, whenever I’ve had a question or concern she is on it! She is a wealth of useful information and had a heart of gold! You need to hire Carol for all your accounting and non profit stuff and bottom line, she’ll get it done right, fast and with a smile!! We at BHOH love her!!!!

Sincerely,

Nadia


Partnerships With Industry

Carol Stachwick, CPA has a deep understanding of the nonprofit industry. Carol works well with the Board of Directors, Finance Committee and Audit Committee. She is very pleasant, knowledgeable, and resourceful.  I can always reach out to Carol, she will get me the answers I need timely. Carol will take the time to train to ensure we are compliant. We can count on her for sound advice.

 

Sincerely,

Joelle Verbestel
Chief Financial Officer
PWI Works


San Diego Mountain Biking Association

Carol has been a huge help in upgrading our accounting system to QuickBooks Online. This was a huge improvement to our operations and Carol worked easily, efficiently and professionally with our volunteers to get everything lined up. She is also always available for questions and always seems to have all the answers. The San Diego Mountain Biking Association greatly appreciates her expertise and friendship!

 

Susie Murphy


Executive Director at Access Youth Academy

Carol Stachwick is by far the best professional we have ever worked with when dealing with accounting. She is extremely knowledgeable in all aspects of the nonprofit world and is always very proactive in her collaboration with us. Access Youth Academy is lucky to have her working with us!

 

Renato Paiva


San Diego Memorial Society

As the volunteer President of the Board of a nonprofit organization one of my chief concerns is that the financial books are prepared properly, bank accounts are reconciled and government filings are done timely and accurately. Carol’s professionalism and expertise has provided us with reliable and timely reports and guided us through the upgrading of our records to the modern electronic age. Knowing that Carol is available as a resource to us has provided the Board a confidence and trust in our financial records that allows us to focus on our primary mission rather than worrying about the accuracy, reliability or completion of our financial records.

 

John W Nugent