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ProVision Wealth

Is this your company?

Do Not Work Here. GlassDoor reviews are part of bonus structure. - Staff Accountant ProVision Wealth Employee Review

1.0
Nov 21, 2024
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.

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ProVision Wealth Response
1y
We are sorry you didn’t have a great experience. We wish you well!

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!

5.0
Jan 31, 2024
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

- 100% remote; we have the ability to voluntarily go into HQ however there is no guilt or expectations to do so - Firm understands the importance of flexibility, work/life integration and balance, and is actually respected - Firm provides regular communication, listens to and considers new ideas, and continually encourages growth both personally and professionally - The Firm is place you can call home; many employees have been here a long time which allows deep integration into the business and the ability to create pathways to success for others - Annually the Firm hosts an all-expense paid Summer weekend for the employees AND our families which helps us grow closer together and builds upon our strong culture - The compensation and benefit package is better than any other firm I've worked for

Cons

No Firm is perfect. While we grow, there are things that are evolving (technology, procedures, communication, etc.) that come along with any growing Firm. With growth is an opportunity to define the future and the role you play in it. This type of mindset is rewarded at ProVision.

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