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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.