SetApart Accountancy Corp Reviews 52

TrustScore 4.5 out of 5

4.6

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Rated 5 out of 5 stars

SetApart worked with our very tight deadline to complete a financial review of our company. They were great at communicating and very thorough in their work. They also happen to have very affordable p... See more

Rated 2 out of 5 stars

Given the expectations that were set at the start of teh audit, it was over two weeks late. In addition, there was very poor communication from the associate who was doing our work.

Rated 5 out of 5 stars

Our experience with SetApartfs was quite positive. The team was very good and easy to work with. While the process took longer than we had expected, we of course share in a lot of that since it wa... See more

Company replied

Rated 5 out of 5 stars

Setapart was excellent. They moved swiftly and intelligently, getting us exactly what we needed. When we had questions, they responded quickly with clear answers and explanations. They were very col... See more

Company details

  1. Financial Consultant

Written by the company

Welcome to SetApart Financial Services, your go-to partner for tailored financial solutions. As authorities in Equity Crowdfunding, Financial Statements, Tax Planning, Tax Preparation, Accounting, Business Consulting, and Financial Planning, we're committed to excellence, responsiveness, and dependability. Navigate Tax Planning, Bookkeeping, Accounting, Budgeting, or strategic financial initiatives with us for superior, high-quality service. At SetApart, we transform financial aspirations into realities, focusing on trust, specialized knowledge, and a commitment to your success. Join us, where success isn't just a goal but a meticulously crafted reality for businesses nationwide.


Contact info

4.6

Excellent

TrustScore 4.5 out of 5

52 reviews

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Rated 5 out of 5 stars

The SetApartFS team was a pleasure to…

The SetApartFS team was a pleasure to work with. They helped us prepared the reviewed and audited financials for 2021 and 2022. The team is very knowledgeable, professional, efficient, and responsive. We are using their service again for our 2023 audited financials.

March 27, 2024
Unprompted review
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Rated 5 out of 5 stars

Fast as a race car

I loved the fact that you assigned knowledgeable expert and was able to turn around a financial review in only 3 days.

February 29, 2024
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Reply from SetApart Accountancy Corp

Thank you so much for taking the time to share your experience with SetApartFS!

We're thrilled you found our service fast and efficient. Our team is dedicated to providing knowledgeable expertise and quick turnaround times.

We look forward to serving you again in the future.

Thank you once again for choosing SetApartFS!

Agustin Gonzalez
Customer Success Leader

Rated 5 out of 5 stars

Great Experience!

In my 20 years of experience as a CFO, what I admire most about Set Apart is their balanced approach to producing a proper gap report while understanding the business practice and practicality of successfully completing an audit. Their process is not complicated or overcompliance. It’s a properly streamlined and pleasant experience. I’ve worked with Set Apart on multiple audits and intend to keep using their services in the future.

February 1, 2024
Unprompted review
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Reply from SetApart Accountancy Corp

Hello R.S. !

Thank you immensely for taking the time to share your feedback and your positive experience with Set Apart.
We deeply appreciate your trust in our services and your continued partnership. We genuinely value your continued trust and loyalty and look forward to serving you in the future.
If there's anything more we can do to enhance your experience or support your business goals, please don't hesitate to reach out.

We look forward to work with you again in the future.

Thank you once again for choosing SetApartFS!

Agustin Gonzalez
Customer Success Leader

Rated 5 out of 5 stars

Excellent Customer Experience

I was referred to SetApart and would gladly pass the referral on to a friend. They were prompt and responsive from initial engagement through completion. All team members were friendly and a pleasure to work with.

January 25, 2024
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Reply from SetApart Accountancy Corp

Hello Brooke!

Thank you so much for taking the time to share your positive experience with SetApart! We're thrilled to hear that you found our team prompt, responsive, and friendly throughout the entire process. Your referral means a lot to us, and we would be honored to assist any friends you may refer our way.

If there's anything else you need or if you have further feedback, please don't hesitate to reach out. We look forward to work with you again in the future.

Thank you once again for choosing SetApartFS!

Agustin Gonzalez
Customer Success Leader

Rated 5 out of 5 stars

SetApartCF for startup audits and taxes

In 2019, we needed an auditor to comply with SEC regulations for Regulation Crowdfunding (RegCF). I interviewed several firms. SetApartCF understood startups and RegCF while most of the others were more geared towards accounting or working with large, public companies. It is 2024 and we've selected SetApartCF for our audits and taxes every year. They are a pleasure to work with. Recently, we needed help getting our audit report into our RegA campaign. The SEC required us to make several revisions to our offering and the SetApartCF team was a big help accommodating the SEC's requests. I've recommended SetApartCF to my peers and I know that several are using them.

January 10, 2024
Unprompted review
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Reply from SetApart Accountancy Corp

Hello P.J. !

Thank you for your kind words! We're thrilled to have been your choice since 2019. Our team is dedicated to supporting startups like yours and ensuring smooth compliance with SEC regulations. It's been a pleasure assisting with your recent RegA campaign. Your recommendation means the world to us, and we look forward to continuing to assist you.

Thank you once again for choosing us!

Agustin Gonzalez
Customer Success Leader

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Rated 5 out of 5 stars

We hired Setapartfs for our 2 year audit

We hired Setapartfs to complete our 2 year audit for compliance for crowdfunding. They were both thorough and efficient and completed on a timely manner. 5 stars.

March 30, 2023
Unprompted review
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Reply from SetApart Accountancy Corp

Thank you for choosing SetApartfs for your 2-year audit. We're thrilled to hear that our team's thoroughness and efficiency met your expectations, and we appreciate your positive feedback. If there's anything more we can assist you with in the future, please don't hesitate to reach out. We look forward to work with you again in the future.

Thank you once again for choosing SetApartFS!

Agustin Gonzalez
Customer Success Leader

Rated 5 out of 5 stars

Great attention to detail and personal…

Great attention to detail and personal touch. Always easy and honest to work with.

January 9, 2024
Unprompted review
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Reply from SetApart Accountancy Corp

Hi Patrick,

Thank you for your kind words! We're delighted to hear you appreciate our attention to detail and personal touch. It's always our goal to make working together easy and honest. If you ever need assistance in the future,please don't hesitate to reach out. We look forward to serving you again in the future.

Thank you once again for choosing SetApartFS!

Agustin Gonzalez
Customer Success Leader

Rated 5 out of 5 stars

Our experience with SetApartfs was satisfying.

Our experience with SetApartfs was quite positive. The team was very good and easy to work with. While the process took longer than we had expected, we of course share in a lot of that since it was our first time doing it and there were a few important misunderstandings that caused some incorrect assumptions about our business structure. But the SetApart team was really good with working through that, and the results were very satisfactory.

One thing that would have helped us, and a perhaps a suggestion for other customers to minimize confusion, is, please explain up front the specific roles of each SetApart team member. We interfaced with 4 individuals, and it took a while to understand who did what work on the case.

January 8, 2024
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Reply from SetApart Accountancy Corp

Hello Richard!

Thank you so much for taking the time to share your experience with SetApartFS. We're thrilled to hear that your overall experience was positive, and we appreciate your valuable feedback.

We acknowledge your patience and understand the importance of clarity in communication. Your suggestion about explaining team roles upfront is noted, and we're committed to providing more transparent information from the outset.

We sincerely appreciate your business and the opportunity to assist you. If you have any further questions or need assistance, please don't hesitate to reach out. We look forward to serving you again in the future.

Thank you once again for choosing SetApartFS!

Agustin Gonzalez
Customer Success Leader

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