Skip to contentSkip to footer
      employer cover photo
      employer logo
      employer logo

      ProVision Wealth

      Is this your company?

      ProVision Wealth reviews

      Recommended for new staff, not recommended for experienced tax professional. - Anonymous employee ProVision Wealth Employee Review

      3.0
      Apr 26, 2016
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Wide range of clients to work with and gain experiences from. Work life balance is fair, ability to work from home. Staff/seniors are provided opportunities to work directly and communicate with clients. Potential to be a good firm with the right people.

      Cons

      Realization is a primary focus so learning opportunities are often missed. Services provided to clients are different from my experience at traditional accounting firms. Example: most staff/seniors/managers are providing advice to clients on how to invest in real estate or start a business without actual experience in those activities. Managers lack experience, technical expertise or desire to develop tax staff/seniors. High turnover among staff/seniors, culture is disrupted by loss of good people.

      avatar
      ProVision Wealth Response
      9y
      We would like to thank you for taking your time to provide us with your honest feedback. We have already discussed some ideas as how to better encourage learning opportunities without the overshadowing pressure of hours and we will continue to discuss your other comments to look for room for improvement!

      Explore other reviews about ProVision Wealth

      5.0
      Feb 15, 2024
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Remote, great benefits and PTO policy from day 1!

      Cons

      I do not have any negatives!

      1.0
      Nov 21, 2024
      Staff accountant
      Recommend
      CEO approval
      Business outlook

      Pros

      A nice $50 DoorDash gift card during busy season, when you are working 2 weeks of time in one week. (yes this is sarcasm)

      Cons

      They had a bonus structure in prior years that made employees leave a review on Glassdoor or Linkedin. So be careful reading these comments, as most the positive comments are from the "bonus" period in past. You can clearly see not many positive reviews since then. The Cons: Communication with clients is at a level I have never seen. It is so bad, it makes you laugh. The software is also a joke, 45 minutes to sign off a binder. Literally 1-3 minutes to sign off as preparer on every single document... No IT person, just Laurie, Yet Realization is a main factor in bonuses. Avoid at all cost.

      1
      avatar
      ProVision Wealth Response
      1y
      We are sorry you didn’t have a great experience. We wish you well!
      See reviews by: Helpful|Rating|Date|All
      Related searches: ProVision Wealth jobs | ProVision Wealth salaries | ProVision Wealth benefits | ProVision Wealth interviews
      ProVision Wealth reviewsProVision Wealth review