Knowing that Donna and her team are keeping a watchful eye over my mother’s finances has allowed me to let her maintain her financial freedom—and dignity—much longer than I could without them on the job. I am grateful every day for their help!

While working with Donna and her team, I was amazed by the dedication and hard work they portrayed with grace. They were able to accomplish so much with precisional speed, while including a white glove service for their clients. I was extremely impressed by the level of professionalism and dedication to security around each client. You know you are fully protected with them in your corner. I cannot recommend them enough to anyone who would utilize the full potential of their services!

With sensitivity, patience, and unmatched skill, Preferred has completely reorganized and demystified seven decades worth of finances for my boss. I can sense a palpable difference in my boss’ sense of ownership over her financial affairs in just the few short months that they have worked together. It is evident that the Preferred team have instilled an invaluable sense of security for her.

One of my boss’ previous employees left much of my employer’s household in disarray. Because of this, I’ve spent a lot of time going through and getting things up to date and taken care of.  I can honestly say that without the help we received from Donna and Vickie I would not have been able to keep up with, much less organize, the affairs of my employer.  They helped us with finding duplicate accounts, tracking down and getting compensation from companies that we had double-paid, getting caught up on taxes, and helping my employer navigate some truly difficult situations.  I believe wholeheartedly that they are working hard because they care for my employer.  I cannot recommend them enough.

My only problem with Preferred is that I did not find them 10 years ago. They have made my financial life calm and stress free.  The team always goes beyond what is expected and is brilliant in dealing with what is the unexpected. I trust their judgement in every way.

Preferred SBS has been an asset to my business. Working with Donna and her team has significantly streamlined my administrative processes, giving me more time to focus on client work and business development. Most importantly, my books are in better order! Preferred SBS is a pleasure to work with — they are detail-oriented and timely in their responses. I would recommend them without hesitation.

On their first visit to my office late last year, Preferred Small Business Solutions found stacks of paper, scattered receipts, and bank statements in their original envelopes. I had a sense of what needed to be paid and more or less what was in the accounts. This year, because of PSBS, our family business will issue its first annual report and every account has been reconciled. Chaos has been replaced by accountability and transparency. Sometimes ‘thanks’ feels like too small a word.

I was struggling to find the right life insurance policy after the birth of my children. I approached Preferred Small Business Solutions for advice and, within minutes, they responded with a referral to a fully-vetted insurance broker. I have been working with the broker ever since and have been incredibly satisfied. Preferred Small Business Solutions is prompt, resourceful and responsive, and their large professional network gives them an edge.