Paul W Carlson, CPA LLC – Law Firm Velocity – AE Velocity

I have worked with Paul Carlson and his team for years across multiple firms, and I truly cannot say enough good things about them. Paul is not only a wonderful person, but also one of the most knowledgeable bookkeeping and financial management professionals I have ever worked with. He has built an incredible team that is thorough from start to finish, responsive, and always willing to take the time to explain complex financial matters in a way that is easy to understand. What sets this team apart is their accessibility and commitment to client service. They consistently go above and beyond. Special shoutout to Jessika and Rachel, who have been invaluable resources for both me and my administrative team. Jessika, in particular, has stepped in to help during urgent situations, even while out of the office, which speaks volumes about her dedication and professionalism. I would not trust any other bookkeeping or financial management team with our business. Paul Carlson CPA and his team are simply the best. Highly recommend.

Working with Heather and the rest of the Carlson team has been nothing. Short of amazing. There’s a big difference between accountants who help you organize what has happened in the past versus account to help you think about your business going forward. I have worked with them for many years and I’m glad I found them when I did. If any other law firm is looking for accounting’s to help manage all of their banks and finances, including trust reconciliations, I would highly recommend them.

I have been working with Paul Carlson and his team for over three years utilizing their bookkeeping services. They have been very easy to work with and professional. Whenever, I need something on my books, it is taken care of quickly and accurately. Running a business is hard enough. I know I can rest easy knowing my books are being kept accurately. This gives me great peace of mind. I have referred several other businesses to him and I have heard nothing but good things back from them as well. I continue to recommend Paul and his team.

We've been working with Paul and Jane for the past few months. They bring professionalism, expertise, and a refreshing sense of agency. Outside of the traditional financial services offerings, they are excellent resources on strategy, growth and quality referrals. Definitely recommend!

These folks are outstanding! Our immigration law firm acquired the services of the Law Firm Velocity team led by Paul Carlson, CPA two years ago. They have been so fantastic to work with - professional, efficient, and responsive. We've seen an increase in the accuracy of all of our financial statements since we started working with them. They help us manage our IOLTA account with weekly reports and if there are ever any issues, they work with us to remedy them. They also assisted in setting up our payroll account with Gusto, which has been great! Cassidy has done an amazing job, and we look forward to working with them for many years to come. We highly recommend this firm!