Essential Accounting Consultants

BACKGROUND

Please describe your company and position.

I am the Creative Director of Kennedy Media and Entertainment

Describe what your company does in a single sentence.

Kennedy Media provides comprehensive digital marketing solutions to help businesses maximize their online presence and drive conversion.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Essential Accounting Consultants to accomplish?

• Accounting Services

SOLUTION

How did you find Essential Accounting Consultants?

Referral

Why did you select Essential Accounting Consultants over others?

• High ratings
• Pricing fit our budget
• Referred to me
• Company values aligned

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

Bookkeeping Services: Essential Accounting Consultants has helped businesses maintain accurate and up-to-date financial records. They handle tasks such as recording transactions, reconciling accounts, and generating financial reports. Tax Preparation and Planning: The team at Essential Accounting Consultants assists businesses in navigating the complex world of taxes. 

They ensure compliance with tax regulations, help identify deductions and credits, and provide strategic tax planning to minimize tax liabilities.Business Consulting: Essential Accounting Consultants offers strategic business consulting services to help businesses thrive. They provide guidance on financial strategies, investment decisions, growth opportunities, and risk management. 

Key Deliverables: Accurate and up-to-date financial records 

• Tax compliance and optimized tax planning strategies 
• Comprehensive financial reports and analysis 
• Budgets and financial forecasts 
• Strategic business advice and guidance

Through their expertise and personalized approach, Essential Accounting Consultants has helped businesses gain control over their finances, make informed decisions, and achieve their financial goals.

RESULTS & FEEDBACK

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

• Improved Financial Accuracy: My business has experienced a significant improvement in the accuracy of our financial records and statements and reduced errors. Time and Cost Savings: Efficient bookkeeping strategies have saved my business time and cost. 
• Growth and Expansion Support Essential Accounting Consultants provide valuable insights and guidance to support business growth and expansion. Enhanced Tax Efficiency: minimized tax liabilities, increased tax deductions, and improved tax compliance. Which results in cost savings and optimized tax strategies.

What was your primary form of communication with Essential Accounting Consultants?

• Virtual Meeting
• Email or Messaging App

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

All filings are always submitted on time; Robin Boyd provides clear explanations when needed.

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

One impressive and unique aspect of this company is its commitment to building long-term relationships with clients. They prioritize authentic rapport and take the time to understand each client's specific needs and goals. 

This personalized approach sets them apart, as they go beyond providing standard accounting services and truly invest in their client's success. With their extensive experience and expertise, they offer valuable insights and advice to help clients navigate the complexities of financial management. This dedication to building lasting relationships and delivering exceptional service is what makes this company stand out.

Are there any areas for improvement or something Essential Accounting Consultants could have done differently?

No

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Urban Kutz.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Essential Accounting Consultants?

We brought them on for accounting services.

SOLUTION

What was the scope of their involvement?

Essential Accounting Consultants does my accounting work. Their team sends a monthly detailed profit and loss statement and walks me through things I receive in the mail or through email. Their team handles all of my documents. They do my annual taxes and manage my bookkeeping.

What is the team composition?

I work with Robin (President) and one other individual.

How did you come to work with Essential Accounting Consultants?

They were a referral from a friend of mine. I had been contacting different accounting firms. Robin and I met in person. We had breakfast and just talked. It was a very organic and genuine gesture to get my business.

How much have you invested with them?

I’ve invested between $15,000–$20,000.

What is the status of this engagement?

Our ongoing engagement started in January 2014.

RESULTS & FEEDBACK

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

Their attention to detail is unmatched. I’m hard to please and not quick to recommend anyone, but I wholeheartedly recommend Essential Accounting Consultants. They’ve always come through for me and consistently exceed all my expectations.

How did Essential Accounting Consultants perform from a project management standpoint?

Their project management is outstanding. Time is very important to me, and they have a fast turnaround. No matter what, Essential Accounting Consultants finds the time to address what I need help with; whether it’s out of the blue or scheduled. They do things way beyond their services as far as guiding me and being there for me. Their team has never missed a deadline, and I really appreciate that.

What did you find most impressive about them?

They do everything exceptionally well. I enjoy the fact that they’re so organized. They check in with me if we haven’t spoken in a while and accommodate my preferred method of communication. In this world of technology and lack of personalization, Essential Accounting Consultants takes the time to communicate and genuinely let me know they care about what’s going with me. Their team took the time to know me as a person and learn my business habits.

Are there any areas they could improve?

No, nothing comes to mind.

Do you have any advice for potential customers?

Stop hesitating. Go ahead and engage with Essential Accounting Consultants. They have everything you need.

BACKGROUND

Please describe your company and position.

I am the CEO of Eminent Global Solutions LLC

Describe what your company does in a single sentence.

Supply Chain Management

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Essential Accounting Consultants to accomplish?

• Bookkeeping
• Corporate Taxes

SOLUTION

How did you find Essential Accounting Consultants?

Referral

Why did you select Essential Accounting Consultants over others?

• Referred to me
• Company values aligned

How many teammates from Essential Accounting Consultants were assigned to this project?

2-5 Employees

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

Accounting Bookkeeping, Tax Preparation, etc.

RESULTS & FEEDBACK

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

Great service, great company, and service is still ongoing.

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

They're always accountable, knowledgeable, and accessible.

What was your primary form of communication with Essential Accounting Consultants?

• Virtual Meeting
• Email or Messaging App

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

Always available when necessary or needed.

Are there any areas for improvement or something Essential Accounting Consultants could have done differently?

None. 

BACKGROUND

Please describe your company and position.

I am the Owner of Lady Bug's Childcare

Describe what your company does in a single sentence.

My company is a childcare center.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Essential Accounting Consultants to accomplish?

• Account Management
• Financial advise
• Tax prep and advise

SOLUTION

How did you find Essential Accounting Consultants?

Referral

Why did you select Essential Accounting Consultants over others?

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

How many teammates from Essential Accounting Consultants were assigned to this project?

2-5 Employees

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

Essential accounting takes care of all my financial needs and concerns. They prepare all documents needed for tax purposes, monthly financial statements, and other business outside of the scope of accounting.

RESULTS & FEEDBACK

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

Outcomes for all projects were successful, measured by tangibleness.

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

All Activities are completed in a timely manner. I always get a response no matter what time it is.

What was your primary form of communication with Essential Accounting Consultants?

• In-Person Meeting
• Email or Messaging App

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

This company factors in each client's individual needs based on the goals provided by the consumer.

Are there any areas for improvement or something Essential Accounting Consultants could have done differently?

Not from my perspective.

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.

We are An Property and Casualty Insurance Company that provides Auto, Home and Business Insurance.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Essential Accounting Consultants to accomplish?

• Payroll
• Tax preparation

SOLUTION

How did you find Essential Accounting Consultants?

Referral

Why did you select Essential Accounting Consultants over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Essential Accounting Consultants were assigned to this project?

2-5 Employees

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

Ms Robin, Prepared payroll for the Agency. Along with Tax Preparation.

RESULTS & FEEDBACK

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

• Very successful !! Ms Robin is very Detailed, patient and very thorough.

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

Very responsive and met all deadline requirements.

What was your primary form of communication with Essential Accounting Consultants?

• In-Person Meeting
• Virtual Meeting

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

They are extremely efficient and go the extra mile!

Are there any areas for improvement or something Essential Accounting Consultants could have done differently?

No