Track
FOUNDING YEAR
2023
NUMBER OF EMPLOYEES
1
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Track
A long-term partner for individuals & businesses ready for a professional to handle their taxes, accounting, & financial strategy.
Brad Alexander
June 20, 2024
Experience working with Track
Getting my books ready for taxes isn't the same as doing my books in a way that helps me make better business decisions and to see the overall picture.
That's what Jesse brings the table.
Working with Jesse has been a breath of fresh air. He brings things to my attention that I didn't even know I should think about.
He also organizes everything in a way that makes sense to how my finances function within my business.
And he helps me look ahead at potential issues that I should pay attention to sooner than later.
He's also responsive to emails and questions. I'm not sure why, but in the past, it has felt like pulling teeth to get my accountant to answer questions or reply to emails when I've had a concern.
Jesse is so easy to work with.
Needless to say, you should work with him. It's a no-brainer.
That's what Jesse brings the table.
Working with Jesse has been a breath of fresh air. He brings things to my attention that I didn't even know I should think about.
He also organizes everything in a way that makes sense to how my finances function within my business.
And he helps me look ahead at potential issues that I should pay attention to sooner than later.
He's also responsive to emails and questions. I'm not sure why, but in the past, it has felt like pulling teeth to get my accountant to answer questions or reply to emails when I've had a concern.
Jesse is so easy to work with.
Needless to say, you should work with him. It's a no-brainer.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Clients who would be a good fit
Individuals and Small Businesses
Clients who wouldNOTbe a good fit
Those looking for cheap tax preparation once per year.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Type
Services Offered
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
