Valley Oak Financial Reviews

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4.2
3 Reviews
Recommend to a friend
Approve of CEO
(no image)
Matthew L. Rzepka
1 Rating

Employee Reviews

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  1. Helpful (1)

    It is a caring environment, both to employees and clients

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - Anonymous Employee in Kalamazoo, MI
    Current Employee - Anonymous Employee in Kalamazoo, MI

    I have been working at Valley Oak Financial

    Recommends
    Recommends

    Pros

    Valley Oak Financial is respectful to their employees and their clients. It is an environment that is ethical and hardworking.

    Cons

    There has been a tremendous amount of growth and the company is scrambling whole heartly to catch up & quite successfully.

  2. Helpful (1)

    My experience at Valley Oak Financial has been very positive.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - Anonymous Employee in Kalamazoo, MI
    Current Employee - Anonymous Employee in Kalamazoo, MI

    I have been working at Valley Oak Financial

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    I like working at Valley Oak Financial because I think they care about their clients. I also enjoy the flexible work schedule after tax season.

    Cons

    When you work for a CPA you have to work long hours during tax season. This is required in order to get everything done within a relatively short time frame.

  3. Not worthy of my resume

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Former Employee - Staff Accountant in Kalamazoo, MI
    Former Employee - Staff Accountant in Kalamazoo, MI

    I worked at Valley Oak Financial

    Doesn't Recommend
    Doesn't Recommend

    Pros

    The management team is younger and open to change. The firm is always striving to better their processes.

    Cons

    Very poor benefits. Be prepared to pay for health insurance. The firm is small so not a lot is offered as far as benefits. Management has very high expectations for the salary paid to employees. Not much room for advancement unless you're on partner track. Feedback is difficult to obtain and employees are not rewarded. Also, because of the small size of the firm, the professionalism can be lacking. Human resource matters are handled poorly.

    Advice to Management

    Be aware of the choices you make and how those actions are perceived by the community. Hopefully your managerial skills will grow with experience.

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