First Valley Accounting CPA

BACKGROUND

Please describe your company and position.

I am the Owner of Salted Chef

Describe what your company does in a single sentence.

We provide personal chef service. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire First Valley Accounting CPA to accomplish?

• Bookkeeping services

SOLUTION

How did you find First Valley Accounting CPA?

• Online Search
• Referral

Why did you select First Valley Accounting CPA over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from First Valley Accounting CPA were assigned to this project?

2-5 Employees

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

We hired First Valley to clean up our books. We use QuickBooks and during the initial stage they helped with classifying and preparing the financials statements. Currently they spend about 20 hours a month helping with monthly bookkeeping and payables.

RESULTS & FEEDBACK

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

Our books are much more transparent and our tax accountant has been much happier. 

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

Yes. They provide the monthly financials on time. 

What was your primary form of communication with First Valley Accounting CPA?

Virtual Meeting

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

The cost is great, and the services have been better than our prior accountant.

Are there any areas for improvement or something First Valley Accounting CPA could have done differently?

No.