Brookeside Accounting Services

BACKGROUND

Please describe your company and position.

 I am the Principal of a financial services company 

Describe what your company does in a single sentence.

Real Estate Accounting and Tax

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Brookeside Accounting Services to accomplish?

• Bookkeeping
• General Ledger Accounting
• Financial Statement Review and Reporting

SOLUTION

How did you find Brookeside Accounting Services?

Email

Why did you select Brookeside Accounting Services over others?

• Pricing fit our budget
• Good value for cost

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

Bank and Credit Card Update and Reconciliation

Owner Statements

RESULTS & FEEDBACK

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

Accurate bookkeeping, timely reconciliation and reporting to my clients

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

Yes, they delivered work on time

What was your primary form of communication with Brookeside Accounting Services?

• Virtual Meeting
• Email or Messaging App

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

Highly communicative, follows instructions, delivers work on time

Are there any areas for improvement or something Brookeside Accounting Services could have done differently?

Yes, they get slightly busy once in a while and wait times on requests get a little longer.