Accountful Advising

BACKGROUND

Please describe your company and position.

I am the Global Director of Finance of NeuroLeadership Institute

Describe what your company does in a single sentence.

Scalable learning experience via neuroscience to change people's behavior.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accountful Advising to accomplish?

• Accurate revenue
• Automating systems

SOLUTION

How did you find Accountful Advising?

Hire

Why did you select Accountful Advising over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned
• High work ethic and extremely detailed

How many teammates from Accountful Advising were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Improve processes for the Delivery Team to provide delivery information in order to recognize and schedule revenue accurately and timely. Work with the Delivery Team and third party to assess the best way to utilize Monday.com. Schedule, review, and audit revenue to align with the delivery schedule. Reconcile key accounts such as unbilled AR and unscheduled revenue to ensure revenue is accurately booked.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Significant reduction in time for revenue reconciliation. Able to reduce the time from business day 7 to business day 2. Less manual entry and more accurate and timely delivery information from the Delivery team, improved the communication method between Finance and Delivery team, replaced meeting time to organized google sheet to collect information.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Super responsive and high standard bar of quality. Take the ownership of all tasks.

What was your primary form of communication with Accountful Advising?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Peace of mind, no follow-up needed. They are very responsive to everything that is being worked on.

Are there any areas for improvement or something  Accountful Advising could have done differently?

We are working on a limited scope for contract work, Accountful Advising has done everything as instructed and agreed to.

BACKGROUND

Please describe your company and position.

I am the Principal / Founder of J. Gardner Group, LLC

Describe what your company does in a single sentence.

J. Gardner Group helps clients buy better and sell smarter through our experienced negotiators, value chain experts, and technology partnerships.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accountful Advising to accomplish?

• Take over tactical bookkeeping, accounting, A/P, and A/R so I can focus on the parts of business that only I can do.
• Receive CFO-like insight and advice as I grow my business.
• Be positioned with sophisticated finance and accounting leadership to grow my business, navigate issues related to clients and employees, and have an overall thought-partner.

SOLUTION

How did you find Accountful Advising?

Referral

Why did you select Accountful Advising over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Accountful Advising were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Accountful Advising promised to be able to solve my initial needs of outsourcing tactical finance, accounting, A/P, and A/R. I hoped to also receive the leadership insight and coaching that would help me grow my business. Kayla has done all of this and more. I consider Kayla a part of my team and love that I can get more or less support depending on the needs of my business.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Accountful Advising took over A/P and A/R to free up 10+ hours per month of my time. Additionally, Kayla invested additional time to help me integrate the rest of my project management and accounting technology stack; the time savings is hard to quantify, rather, I will say that AA has enabled my business to grow.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

AA is always on time. Communication is on the mark and proactive. When issues arise, I receive a heads up as soon as they occur; the issues are presented with solutions, too.

What was your primary form of communication with Accountful Advising?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I am most impressed by their flexibility. AA meets me where I am and helps me find other expertise when AA doesn't have it. Kayla is a rock star and a wonderfully flexible part of my team.

Are there any areas for improvement or something Accountful Advising could have done differently?

Not so far... I have been surprised and delighted at every turn.

BACKGROUND

Please describe your company and position.

I am the Founder of Tres Jimenez Coaching & Consulting

Describe what your company does in a single sentence.

Coaching, Consulting, and Facilitation for individuals, teams and organizations navigating change.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accountful Advising to accomplish?

• Optimize quickbooks and consistent business review practices
• Get my financials cleaned up
• Plan and forecast my business goals and performance

SOLUTION

How did you find Accountful Advising?

Other

Why did you select Accountful Advising over others?

Other

How many teammates from Accountful Advising were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Quickbooks setup and clean up
• Business bookkeeping
• Financial Performance
• Business Financial Planning &  Forecasting

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

I was able to focus my energy on doubling my annual business income after year 1 because of the organizational and focused support from Accountful Advising.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Consistency in monthly performance review meetings which kept me accountable to growing my business.  Accountful was like a financial accountability partner for me as a solo business owner.

What was your primary form of communication with Accountful Advising?

Virtual Meeting

What did you find most impressive or unique about this company?

Accountful Advising's customized support met me where I was and grew with me.

Are there any areas for improvement or something Accountful Advising could have done differently?

Nothing to say except sharing my gratitude for the valuable support.

BACKGROUND

Please describe your company and position.

I am the Founder of a business services company

Describe what your company does in a single sentence.

Business development services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accountful Advising to accomplish?

• Invoicing and payroll
• Monthly financial reporting
• Quarterly financial forecasting

SOLUTION

How did you find Accountful Advising?

• Referral
• Knew through previous networking

Why did you select Accountful Advising over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Accountful Advising were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Hired Kayla and Accountful Advising to streamline and operate our accounting function, including: 

• month end close
• quarterly forecasting
• cash flow forecasting
• invoicing
• payroll
• general business financial consulting

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Accountful Advising has turned our accounting function from our monthly stress into a monthly asset. Although it is hard to prescribe an exact ROI to our engagement, the financial clarity provided by monthly reporting and forecasting has been immeasurable.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• Never missed a deadline
• Always prompt to reply
• Customer service has been excellent

What was your primary form of communication with Accountful Advising?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They do a fantastic job of helping you understand your reports so you can make informed financial decisions. They really provide a white-glove service when it comes to small business corporate accounting.

Are there any areas for improvement or something Accountful Advising could have done differently?

Nothing comes to mind.