Dragonfly 360, Inc.

"Robin is an extremely talented professional within her specific niche, but more importantly a very thoughtful and genuine person. I have enjoyed working with Robin in partnership of advising multiple small businesses on creating solutions to improve efficiencies while cultivating practices that lead to improved KPI's across the board for the business owners that she partners with. If you own a business and are seeking to improve your KPI's, I would strongly advise you work with Robin and Dragonfly 360 on devising a strategic plan together."

"Our business began eighteen years ago. During this time, we had the same CPA who also acted as a consultant to our business for 16 years. Unfortunately, he was no longer able to continue as our CPA. We were now faced with no financials starting in 2022, almost 2 years behind, which included our 2022 taxes. Along comes Robin Geertz, CPA and Owner of Dragonfly 360, Inc.! She came highly recommended by OMEP who was our consultant. She began in all earnest to help us through this very difficult time, explaining everything she was doing, training us in QuickBooks and recording our sessions for future reference. In a matter of a couple of months, Robin caught us up on two years of work. She was so efficient and knowledgeable that I signed up for her online class to continue to learn from her. As I never really understood “the numbers”, Robin provided mentoring so I can now manage our business through those numbers. We are beyond grateful and blessed for her time, expertise, energy, work ethic and guidance. She was the right person at the right time to help us through a very difficult and stressful time. Thank you, Robin!”"

"I recently started working with Robin and can't say enough about her, and her team! They worked tirelessly to get my books up to date, ready for taxes and for other financial dealings. Her knowledge and willingness to go the extra mile, stay up until wee hours, and explain things to me, all the while getting the job done on time, and way beyond my expectations. I anticipate working with Robin and her team for many years to come. I would highly recommend Dragonfly 360, Inc."

"It has been a great pleasure working with Robin and learning from her. Robin’s knowledge, professionalism and huge heart has been a blessing to CCA and me personally. Her custom accounting curriculum included unique accounting exercises and a board game (which was very helpful). Robin is a talented and creative teacher and makes hard concepts easy to understand. Thank you, Robin!"

"I recommend Robin for your CPA needs, she is very thorough in her work! She has amazing project management skills, she looks for root causes instead of quick fixes. She analyzes the data provided and makes helpful suggestions on how to improve whether it be in bookkeeping processes or production processes. She is enjoyable to work with! Robin is a professional who is honest and trustworthy!"