Clarigro

BACKGROUND

Introduce your business and what you do there.

I'm the CEO and founder of Digital Nova, a Hong Kong-based web design agency that creates custom websites to enhance online presence, engage visitors, and drive business results.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Clarigro to accomplish for Digital Nova?

We hired Clarigro to be our accountant. We needed help preparing our books for audits every year. We also needed help keeping track of the cost of our website and app projects to ensure that we were staying in budget.

SOLUTION

What was the scope of their involvement?

Clarigro aligns our bank accounts, credit cards, and outgoing and incoming payments every week. They use a tracker that we prepared in a spreadsheet that outlines ongoing project costs associated with each payment. They also manage complex algorithms.

What is the team composition?

We work with 1–2 teammates from Clarigro.

How did you come to work with Clarigro?

We found them on Upwork. We chose them because they had high ratings, their pricing fit our budget, and they offered good value for the cost.

How much have you invested with them?

We've spent less than $10,000.

What is the status of this engagement?

We started working together in December 2024, and the engagement ended in March 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Our accounts are always kept up to date, which has freed up around 10 hours a month for me to focus on more important aspects of the company. My efficiency has improved because I don't have to do the accounting work myself.

How did Clarigro perform from a project management standpoint?

They always deliver on time and have good communication. We communicate via email and messaging apps.

What did you find most impressive about them?

I'm impressed by their ability to deliver on time and their communication.

Are there any areas they could improve?

No, there's nothing they could improve.

BACKGROUND

Introduce your business and what you do there.

I'm the CEO of Money Honey Financial, a company that offers tax and bookkeeping services to individuals and small businesses, focusing on client education and a supportive, high-quality experience.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Clarigro?

We needed help outsourcing bookkeeping for our clients.

SOLUTION

What was the scope of their involvement?

Clarigro has completed monthly bookkeeping for many of our clients, assisted with clean-ups, and currently helps with bookkeeping and weekly reporting for a large client of mine. The team has also worked on financial statements and weekly reporting of cash flow for the business.

What is the team composition?

We have one dedicated staff member for monthly clients, and clean-ups are handled by someone else on the team.

How did you come to work with Clarigro?

I found Clarigro through Upwork. I chose them over other options because of their price, expertise, and timely response to my request for help.

How much have you invested with them?

I'm keeping this information confidential.

What is the status of this engagement?

We started working with them in August 2023, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We have happy clients and have seen a 50% increase in client retention.

How did Clarigro perform from a project management standpoint?

They always deliver on time and go above and beyond to meet tight deadlines. We communicate via email and weekly meetings.

What did you find most impressive about them?

I'm impressed by their expertise.

Are there any areas they could improve?

No, I'm 100% satisfied.

BACKGROUND

Please describe your company and position.

I am the CEO of Sweetology

Describe what your company does in a single sentence.

Virtual Events

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Clarigro to accomplish?

• Accounting

SOLUTION

How did you find Clarigro?

Referral

Why did you select Clarigro over others?

Referred to me

How many teammates from Clarigro were assigned to this project?

2-5 Employees

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

Outsourced accounting professional

RESULTS & FEEDBACK

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

Clarigro has been the ideal partner. Growing with my company and offering partnership support.

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

Clarigro has been vigilant and timely in all projects.  

What was your primary form of communication with Clarigro?

Email or Messaging App

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

Clarigro is not just a financial and bookkeeping solution. They have been a true partner and have offered key insight and flexibility.

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

No.

BACKGROUND

Please describe your company and position.

 I am the President of a real estate company 

Describe what your company does in a single sentence.

Real Estate Development and General Contracting

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Clarigro to accomplish?

• Setup and Manage Quickbooks online

SOLUTION

How did you find Clarigro?

Referral

Why did you select Clarigro over others?

• Good value for cost
• Referred to me

How many teammates from Clarigro were assigned to this project?

2-5 Employees

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

• Standup QBO
• Setup the Chart of Accounts
• Establish system and processes to support multiple projects

RESULTS & FEEDBACK

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

setup all qbo requirements as planned in 60 days

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

Vinod managed the project and was always responsive and met on calls weekly. All needs were met. 

What was your primary form of communication with Clarigro?

• Virtual Meeting
• Email or Messaging App

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

We were impressed with their strong ability to learn and understand our business.

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

none

BACKGROUND

Please describe your company and position.

I am the Founder of Loyola Capital Advisors LLC

Describe what your company does in a single sentence.

Investment banking / capital markets advisory

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Clarigro to accomplish?

• Assistance with investment banking work - financial models, presentations, etc.

SOLUTION

How did you find Clarigro?

Online Search

Why did you select Clarigro over others?

• High ratings
• Great culture fit
• Good value for cost

How many teammates from Clarigro were assigned to this project?

2-5 Employees

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

Assist in the preparation of a detailed and complicated financial model combining multiple companies into one consolidated set of financial statements

RESULTS & FEEDBACK

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

We ended up with a great consolidated financil model that was fleible, user-friendly and accurate

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

They were exteremely timely with deliverables and highly responsive

What was your primary form of communication with Clarigro?

• Virtual Meeting
• Email or Messaging App

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

They had an incredible sense of urgency, were always available and prepared great finished product

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

None