Occams Advisory Inc.

1962 Main Street, Suite 420, 34236, Sarasota, United States
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4.85
Based on 20 Reviews

5

90.00%

4

5.00%

3

5.00%

2

0.00%

1

0.00%
About Occams Advisory Inc.

Occams Advisory brings Fortune 500 expertise to medium and small businesses. We serve not only as a trusted advisor, but also as a growth partner to advance our clients through their business lifecycle, from Inception to Infinity. We leverage our own entrepreneurial experiences, and a global, diverse perspective to deliver best-in-class capabilities to our clients. We help entrepreneurs synchronize and optimize upon diverse aspects of their business by providing clarity out of complexity through proven, customized, and integrated solutions to drive long-term, sustainable, and balanced growth. Our passionate journey has been distinguished by recognition from: 1. 2023: #178 Fortune’s Most Innovative Companies (#25 in Process, #61 Culture) 2. 2023: #469 Financial Time’s The Americas’ Fastest-Growing Companies 3. 2022: #471 Financial Time’s The Americas’ Fastest-Growing Companies 4. 2021: #478 Financial Time’s The Americas’ Fastest-Growing Companies 5. 2020: #423 Financial Time’s The Americas’ Fastest-Growing Companies 1. 2021: #4511 Inc. 5000 Fastest-Growing Private Companies in America 2. 2020: #4257 Inc. 5000 Fastest-Growing Private Companies in America 3. 2019: #3575 Inc. 5000 Fastest-Growing Private Companies in America 4. 2018: #438 Inc. 5000 Fastest-Growing Private Companies in America 5. 2017: #211 Inc. 5000 Fastest-Growing Private Companies in America 6. 2016: #153 Inc. 5000 Fastest-Growing Private Companies in America

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Susan Szymborski
GB

The company was clear in what they… The company was clear in what they needed from us to get the application submitted, and they handled the rest. They do not get paid until you do.

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Bennie O Brooks
GB

All representatives were very…Real. All representatives were very knowledgeable and customer service oriented. I felt they wanted to assist me and insure my needs were met. All my questions and concerns were addressed in a caring and professional manner- Thank you Fidelity and OCCAMS for your support in this effort!!!!!

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ROXANE MAY
GB

We not done with each other yet We not done with each other yet, LOL What made this possible for me is MARIA. I love the one to one contact. I love reaching her by phone or email, and I love that she knows my name. LOL

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Rye Nazarian
GB

Working with Occams was a fantastic… Working with Occams was a fantastic experience. They were excellent communicators and came through on all of their promises. I was a little skeptical of at first, as I am sure most people were, but they delivered!

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CM
GB

Great Customer Service, Expensive Services OCCAMS has great customer service, they're communicative, flexible and helpful. They are also expensive and not fully forthcoming. The cost was less than some, and more than others, at something like 15% of billed charges. The reality is that with the amount of work I had to do so they could submit brought the value they provided was about half of what we paid. What I mean by "not fully forthcoming" is that they told me that the ERC's we got weren't taxable, which is technically true be effectually not at all true. We discovered after spending the money on critical business operations, that we owed 25%-30% of what we were paid to the IRS and state. If they had been upfront, we still would have done the ERC process with them, and we would put 30% aside for taxes rather than having to use reserve funds

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