Clients

Referrals are the lifeblood of our company and that is why customer service is paramount to our success.

Most Utonomy partnerships originate from referrals and word of mouth advertising from clients and colleagues.  Here is what some of our clients say about us:

“My small nonprofit organization started working with Utonomy almost ten years ago when we needed reliable monthly bookkeeping and accounting services. Utonomy brought us into the 21st century. Since working with their team, we receive easy-to-understand written and verbal reports every month. Utonomy has earned the trust of our Board of Directors and Finance Committee, and takes the time to talk to them each month about our unique situation. Although I’m sure Utonomy has many clients, when they speak with us, they make us feel like we are the only one.”

Kat DeBurgh, MPH , Executive Director, Health Officers Association of California

“I first became associated with Utonomy in 2007 when I served on the Board of Directors and the Finance Committee for The Episcopal Diocese of Northern California. We made a decision to outsource our accounting functions when our in-house accountant and bookkeeper both resigned. The Utonomy team set up office at our facility, and over the course of the first year they revolutionized our accounting systems and practices to bring us in line with GAAP. Utonomy provided us with much need policies and procedures.

In early 2009, I was elected treasurer of St. Michael’s Episcopal Church in Carmichael. Two weeks after assuming the treasurer’s responsibilities, our bookkeeper became ill and suddenly passed away. I contacted Utonomy to ask for advice as to where and how I might look for a replacement. They did not let me down. After reviewing the financials at St. Michael’s, Utonomy decided that they could come to my rescue and provide us with accounting support. Once again, they righted our financial standing and put in place the policies and procedures that met the requirements of the Episcopal Church and The Episcopal Diocese of Northern California. One year ago we hired a bookkeeper, and St. Michael’s has retained Utonomy to provide us with monthly and year-end financial reports as well as financial accounting advice.

I highly recommend Utonomy. They are an organization built around sound management and professionalism.”

Jim Sargent, Former Treasurer, St. Michael's Episcopal Church & President of The Standing Committee, Episcopal Diocese of Northern CA