Client Testimonials — Set-up, Catch-up, Clean-up

  • We are incredibly fortunate to have found Silver Pearl. Julie and Christy are amazing! They really understand the needs of small business owners and have helped us stay on top of our finances and become more efficient. They provide top notch customer service and are always available to answer questions and provide suggestions. It feels great to have someone managing our books who we can trust.  It is without hesitation that we recommend Silver Pearl. 

    --- Paul Umbach, Percontor

  • I highly recommend the team at Silver Pearl for their excellent work.

    I’ve been very impressed with the team at Silver Pearl since switching my bookkeeping to them.  Susan, my assigned bookkeeper, is extremely knowledgeable, organized and responsive to any questions I have had.  Because she has been so diligent in her work, the meeting with my CPA at tax time was seamless and my tax filing was completed two months earlier than with the previous firm I worked with.  In addition, my bill was the lowest it’s EVER been to have my taxes taken care of.  

    --- Dr. David Ricketts 

  • Julie and her team were 100% professional and “on it” from Day 1
    “As CEO of a busy start-up, having a partner who can help you organize your company’s financials is so critically important. Julie and her team were 100% professional and “on it” from Day 1. They helped get our messy books in order in no time. I didn’t study finance/business, but Julie helped me understand our P&L structure and how to best organize the business for our own operations and for our investors.

    Our assigned bookkeeper, Christy, was great and helped us keep up with the information needed so we could finish our financial statements on time. Thanks y’all for a great partnership!”

    --- David Shaner, Offline Media

  • Julie and her team are quick to respond and provide guidance.

    “In my business, I work with a large number of healthcare practices.  Commonly these professionals are excellent healthcare providers, but they typically have limited knowledge of setting up the business end of things.  I frequently recommend a quick contact to Julie Dudley and Silver Pearl Bookkeeping.  

    Julie and her team are quick to respond and provide guidance.  My healthcare clients have worked with Susan as their main bookkeeper and speak very highly of her work and knowledge in their business arena. 
     
    Silver Pearl’s expertise gets our clients off to a good start and curtails issues with the taxing agencies moving forward.  I highly recommend this professional, effective and efficient team.”

    --- Anita H. Hester, CPA

  • I appreciate Silver Pearl’s attention to detail when taking care of my clients.
    “I’ve known Julie Dudley for several years and have been referring clients to Silver Pearl for help with bookkeeping.  I appreciate Silver Pearl’s attention to detail when taking care of my clients.  When the books are returned to me in preparation for tax filings, they are in great shape and whatever I’d flagged or asked be considered, has been taken care of.  My clients really enjoy working with Julie and Barry and they make their communications simple and easy to understand.  Often, we can handle things between ourselves without involving our clients in the minutiae, which is a huge benefit to the client. 

    I highly recommend Silver Pearl’s services.”

    --- Toni Anne Rocker, CPA, PLLC

  • Best in Class Business Partners
    It is difficult to put into words the high esteem I hold for Julie Dudley and Silver Pearl.  The hope I have for every third party I engage with is to be able to honestly call them a business partner.  Emphasis on the word “partner.”  Julie earned that in record time and reenforced that there are still some great service providers out there.  Her knowledge, expertise, and experience are all exceptional, yet where Julie separates herself from the pack (by a wide margin) is her solutions oriented mind set and the fact that she has no hesitancy to jump down in the trenches with you and get the job done.
     

    Julie and Silver Pearl are true best in class business partners and I look forward to continuing to recommend them and their services.”

    --- Seth Ellison, Mati Energy

  • Our Board is delighted and we are too!

    “As a nonprofit we are required to have an annual audit. This year’s audit process was so much smoother, thanks to the work done by the team at Silver Pearl.

    With Silver Pearl’s help, we were able to create clear processes for our financial reporting as well as maintain a high level of transparency for our Board. We went into the audit with really clear financial documentation which made the whole process smoother and much less costly than in previous years.

    Julie and her team were responsive and very easy to work with and our regular bookkeeper also enjoyed working with them. They were able to tackle other supporting projects for us and the quarterly review they provide gives us a “double-check” and an extra level of comfort that everything is as it should be.

    Our Board is delighted and we are too! We highly recommend Silver Pearl’s services.”

    --- Megg Radar, Alliance Medical Ministry

  • Excellent partner to our business!
    Absolute Computer Logo

    “I heartily recommend Silver Pearl to all small businesses. I purchased a company and continued to use the previous owner’s process of bookkeeping, including a copy of his Quickbooks database. After a few months, it was obvious to me that I was not doing this correctly. Julie came in and reviewed my situation. She gave an estimate of the cost to set up the Quickbooks’ accounts correctly and to clean up my errors. She also gave an estimate of ongoing monthly charges for bookkeeping. She did get my Quickbooks resolved and it was very close to her estimate.

    Going forward, I have worked with both Susan and Julie. Sue has done most of our bookkeeping in just a few hours each month. Julie’s initial estimate for the cost of the monthly activity was actually somewhat high because over time, Sue has taught us how to do certain tasks in Quickbooks ourselves. It allowed us to be more efficient and save costs. Sue has integrated herself into the company and acts as a true partner. She works very well with the entire team. She is efficient and professional. Sue provides us information for controlling our business and understanding the key financial factors and has worked very well with our CPA.

    Sue has provided us a big picture view, as well as cross-checking the detail of each expense and credit card charge, thereby ensuring the accounts balance and the expenses are properly recorded.

    Silver Pearl has been an excellent partner to our business. I recommend them without hesitation.”

    --- Bob Taylor, Absolute Computers

  • Instrumental in my changeover from server based accounting to online accounting
    Alford Law FirmI’ve been working with Julie and Gaynor at Silver Pearl for 3 years now and I am really pleased with their work. It’s such a relief to not worry about bookkeeping and to be able to delegate that task to someone I trust. They provide excellent service and are willing to answer all my questions in a timely, professional manner. They were instrumental in my changeover from server based accounting to an online accounting system. Julie worked in the technology industry before opening her own business and I’ve found that aspect of her background very useful in making decisions about software and equipment. I can’t say enough wonderful things about Silver Pearl! I’ve enjoyed working with them and would happily recommend them to anyone! 

    --- Joy Alford-Brand, Alford Law Firm, PLLC

  • Everything I am looking for in a bookkeeping service
    Chiropractic Partners logo (Baldy)“I’ve been very impressed in working with the team at Silver Pearl Bookkeeping.  They are everything I am looking for in a bookkeeping service and have gone above and beyond what I was expecting, enabling us to keep our business operations running efficiently.  Susan, our assigned bookkeeper, is wonderful!  She is very organized, responsive and remains cool and level-headed at all times.  She is a very loyal and honest person and is highly involved throughout our work – in fact, she often notices things that we would miss!

    One of the systems that Silver Pearl introduced us to is Bill.com for accounts payable.  Its ease of use is incredible.  Everything I need to know about my invoices is right there in one place and it only takes me moments to review and approve the payment of bills each month.  This system is very, very efficient and perfect for a busy small business owner.  It has paid for itself many times over with saving me valuable billable time, as well as money on late fees for missed payments.  I have a renewed peace of mind with my books and highly recommend Silver Pearl.”

    --- Dr. Gregory Baldy, Chiropractic Partners

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Congrats To Our Clients!

Many congratulations to Brandon Huffman of Odin Law and Media for being recognized in the 2020 Triangle Business Journal's "40 under 40" Leadership Awards.

These awards honor the brightest, most promising young business people under the age of 40 in the Triangle.

“These winners reflect the entrepreneurial spirit and the economic prowess of the diverse community in which we live and work,” said TBJ Publisher Jason Christie. “The Triangle is a better place because of the efforts of these honorees. I’m proud to know that the future of this area is in such good hands.”

Learn more on Odin's
website here.