Searle Financial

Testimonials

What Our Clients are Saying

terra_drilling

Selden Edner

President - Terra Firma Drilling, Inc.

Robert Searle has been a strong factor in the success of my foundation drilling contracting business. He has managed our bookkeeping and accounting for almost 15 years. He is fast, accurate and very productive. His integrity is unquestionable. He is a very determined problem solver with strong analytical skills. He can craft solutions and answers to a variety of issues. He is high energy and very strong on follow through.

Robert is a good "numbers cruncher" but he also has extensive business knowledge and experience. His excellent management skills enable him to give effective consulting advice on almost every phase of running a small business, including personnel, supply and sales as well as budgeting and accounting. He has also helped develop and integrate employee retention strategies in our company. I always consult with Robert on any important business decision. He has a good sense for what will work best in the real world.

Robert also knows how to integrate business success with personal financial success. He can help you to build and implement a plan which will help improve your finances and give you practical ways to build a long-term path to retirement.

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Peter & Hilary Lapidus

Peter Lapidus Construction, Inc.
We are happy to recommend Searle Financial. We were very fortunate to find Searle Financial a few years ago through the recommendation of a business friend. Our company was growing and we really needed some assistance in various areas of our business. After employing Searle Financial, we have been very pleased with their high level of support, knowledge, and efficiency. In our business we have a lot of “We Need it Now!” moments and many details to attend to. Searle Financial has been excellent and we highly recommend them.
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John Gilbert

Managed Account Research, Inc.
Prior to engaging Robert’s firm, I was burdened with the daily, weekly and monthly tasks of bookkeeping, payroll and accounting. Robert quickly reviewed my business (a regulated financial company) and set up the proper accounts, software and systems to allow him to effectively manage my cash flow, payroll and accounting functions. In addition, Robert works with my CPA and auditors to prepare detailed financial reports every month which are required by the regulators of my industry. Robert also has proactively helped in identifying and reducing expenses and capital purchases. In this day and age, it is nice to still work with people and companies that know the meaning of “service” in the service industry. All in all I would have to say that Robert and his firm is not an expense, but an asset to my organization.
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Peter Winn

Westree, Inc.
I can’t encourage you enough to work with Robert of Searle Financial, and he has been a tremendous asset in my growing company. Westree is a small Arboriculture company in Santa Barbara established in 1990. As an owner-managed company, most of the office work was done by myself in addition to servicing our clients, supervising multiple tree crews and consulting within Santa Barbara County. As Westree increased in size it became glaringly apparent that extra help was needed. It was with great relief that I was referred to Robert Searle. Robert transformed my office with his expertise. Not only was my bookkeeping practices streamlined, his cutting edge knowledge of technology has served to create a much more efficient office along with my field of operations. Robert is a true professional and a pleasure to worth with. He is personable and is genuinely concerned about his client’s financial well-being. His advice has been extremely valuable in regard to long-term financial planning for Westree as well as my family’s investments for retirement and our daughter’s college savings. It is with pleasure that I recommend Searle Financial services.

Contact us today to find out how we can help you grow your business.