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I highly recommend Sandy Petty and the team at Executive Financial Partners to excellently take care of any business financials. As a professional interior decorator at The Hickman House, my passion is creating living spaces that make people’s dreams come true. I love envisioning fresh and beautiful interior designs for our clients! My least favorite aspect of my career however, is handling the financials and tax processes that come along with owning a business. Working with Sandy eased my mind and lightened my load. Her expertise in correctly advising my partner and I helped us tremendously. When we didn’t know what to do, she did. She worked closely and personally with us to make sure every detail was handled properly and to our liking. Kristi Hickman The Hickman House
Being a client of Executive Financial Partners (EFP) has far exceeded my expectations. We personally worked with Sandy Petty and she is more than a professional, she is also an advisor, counselor and a teacher. Our company is a 'small' startup interior design company. When we started our (two-person) company we didn't know what we didn't know. The professionalism, patience and expertise that Sandy consistently demonstrates is priceless. Sandy works with us as though we are a Fortune 500 company with financials to match. We're not. Not even close...not yet! Sandy is 'wicked smart' and has knowledge of and access to a wide variety of resources and automation. She constantly seeks to learn our specific business. Her recommendations have helped to develop, refine and streamline our company's processes. We have received much more than we could have imagined. Our sincere thanks and gratitude for our business relationship with Sandy and Executive Financial Partners!
Sandy is our go-to resource when a small business client needs additional financial and accounting help. She and her team have been invaluable to our clients. They are knowledgeable, professional and innovative thinkers and they exceeded our expectations.
Knowledgeable, friendly, patient. I appreciate the dedication and client oriented focus you get when engaging with EFP. I’ve had only pleasant experiences with them.
I worked directly with Sandy on a multi year reconciliation. She is extremely sharp and detail oriented which made a complicated process a lot easier. She is also a great communicator and easy to work with.
Sandy Petty fixed my books!! After nearly 2 years of struggling with a bookkeeper who was unreliable, I found Sandy. She has spent four months working diligently to clean up my books and now I feel confident that my P&L is correct! She is so thorough and has gone the extra mile to help me as a small business owner. I highly recommend her services...Plus she's a VERY nice lady too!
Sandy is a stellar communicator, very thorough and very straightforward. Her team at Executive Financial Partners (EFP) works swiftly to review and identify holes and put together a plan of focus, prior to ongoing engagement. We are grateful for a dedicated accounting arm like EFP to support Nimble. A Design Consultancy's growth seasons and growing pains.
We are a small local business in Middle Tennessee. After several attempts to secure accounting service locally that was honest and competent, we found Executive Financial Partners. Sandy Petty and her team immediately set our less than trusting minds at ease. Ms Petty immediately took to the task of fixing the errors and mistakes made by our previous CPA, which by the way had caused us thousands in penalties. EFP worked above and beyond to sort out our books, file our taxes and most important brought us honest and real confidence in they work. The team at EFP are more than just a CPA firm they care and develop a confidence in a professional relationship. We can, without reservation recommend EFP and their team for any financial management need you have are will be happy to speak to you directly regarding our experience.
Sandy assisted us with a leasing project which required a quick turnaround. She stayed focused on the project and was able to crank out the work despite any hurdles we encountered during the project. She built great relationships with our business units and kept them accountable for open request. Her assistance was much appreciated!
Sandy of Financial Executive Partners has been our Company’s financial consultant for the past year. Her work is of the highest quality; she is a consummate financial executive. To say that our assignments are complex, and challenging is an understatement. Sandy quickly gained an understanding of the Company’s problem areas, its business constraints, its goals, products and deliverables. Next she immersed herself in our finance and accounting systems helping us refine our operations and bridge gaps in reporting. In essence she is a highly qualified executive; a personable, passionate and dedicated individual that we recommend wholeheartedly.
I had the occasion to work with Sandy Patty on a couple of occasions and found her to be extremely helpful, knowledgeable, and especially punctual. In fact, she completed her work agreements ahead of schedule, which turned out to be excellent timing. I would highly recommend her to your organization, large or small.
Executive Financial Partners helped us pivot through a time of disruption in the accounting organization. They were able to provide controllership support in helping us understand and document critical processes as well as provide interim project management over a key systems implementation while we worked to re-establish a normal working cadence.