The company,owned by Sue Thompson, “Abundance Accounting” claims “Abundance” and that they provide accounting services when in fact they falsified their representation in their marketing. BEWARE!!!! This is not an accounting firm even though the name might lead you to believe it might be. This is a small time book keeping operation who makes big promises to grow your wealth, provide counsel on your wealth management, and accurate book keeping records when in fact all I received was invoices with nothing to show for their work.
As an entrepreneur and business owner, I highly recommend The CFO Agency for any financial management/planning needs. Note that there is one major piece to the puzzle in order for the relationship to have success, though. That piece of the puzzle is patience and time. As an entrepreneur, I typically want things done FAST and see a return on my investment within minutes, but that should never be the case when it comes to your finances. Give Sue and her team a bit of time to understand you, your company, and your habits. I guarantee you won't be disappointed when you do!
Sue Thompson said she was going to file my quarterly returns and make that all required paperwork was turned in and this wasn’t the case. I received calls from the State Department of Revenue and Division of Labor that my accounts were overdue which told me that she had not done the work she said she was going to do.
When I told Sue Thompson of Abundance Accounting our working relationship was over and I wasn’t paying any more invoices she sent my account to a national collections agency in order to be paid.
Working with the CFO Agency has reduced the complexity and challenges I faced making financial decisions for my growing business, The Freedom Shift. As an entrepreneur and someone who has built a financial nest egg, I struggled to see the big picture. I came to Sue Thompson with questions like “how much is enough?”, “do I have enough?”, “what exactly should I be doing to preserve what I have?” and “how do I build a legacy business that will support my lifestyle and future needs?”. Over the last year, Sue has helped me to structure my company correctly, minimize tax implications, pay myself first, invest in a team and develop my overall wealth strategy. I can’t say enough about the benefits of having my CFO advising me on how to align my business and personal finances to create the lifestyle I desire. Sue takes something complex and overwhelming and makes sense of it. Huge ROI.
Over-promised, under-delivered, and will set your back business back in time and in money.
I paid Abundance Accounting $700 already out of pocket and they keep sending me invoices but Abundance Accounting has not produced a profit and loss statement, a balance sheet, or any records that they did any work.
I couldn’t have asked for a bigger nightmare. My advice is stay as far away from this company as possible.
The Cfo Agency is a US Accounting firm based in Kalispell, Montana. The Cfo Agency is located at 175 Hutton Ranch Rd # 103, Kalispell, MT 59901, USA.
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