First Valley Accounting CPA

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of Two Bears

Describe what your company does in a single sentence.

Two Bears is Inspired by Nature. Created in Canada. Awesome Anywhere. In 2014, TWO BEARS was started from humble roots. The company has come a long way from days the founder brewed by hand in the basement of bar and delivered each case from the trunk of his car.

OPPORTUNITY / CHALLENGE

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

• We wanted to get our bookkeeping done the right way and make sure everything was set up properly for the future.

SOLUTION

How did you find First Valley Accounting CPA?

• Referral
• Clutch Site

Why did you select First Valley Accounting CPA over others?

• 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.

First Valley Accounting CPA helped us move from QuickBooks Desktop to QuickBooks Online. They handled the whole migration, moved all of our data over, and cleaned up the books at the same time.

They also went through the records from the previous owner, reconciled everything, and made sure our financials were accurate. It was a big job but they made it feel pretty smooth.

RESULTS & FEEDBACK

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

The QuickBooks migration was completed without any major issues, and our books are now much more organized. We also have a better accounting process in place, which makes running the business a lot easier.

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

We ran into a few unexpected issues with our books, but they handled everything really well. They stayed on top of it and always kept us updated.

Anytime we had a question, they were quick to respond and explained things in a way that actually made sense. You can tell they know what they're doing, and they were great to work with.

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

• Virtual Meeting
• Email or Messaging App

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

I liked that they were professional but also practical. They gave honest advice, told us what needed to be fixed, and didn't overcomplicate anything. That was really helpful.

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

Nothing really. Everything has gone well so far and we're happy with the experience.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of withco

Describe what your company does in a single sentence.

In Withco, we all know what a great neighborhood feels like. The sad reality is that every day, our neighborhoods are losing their character, authenticity, and sense of community. From Main Streets to Manhattan, our beloved local businesses are being pushed out at unprecedented rates, replaced with corporate brands or empty storefronts. 

OPPORTUNITY / CHALLENGE

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

• After buying the business, we needed help taking over the bookkeeping and payroll. We wanted to get everything organized and stop handling so much of it ourselves.

SOLUTION

How did you find First Valley Accounting CPA?

Referral

Why did you select First Valley Accounting CPA over others?

• 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.

They took over the day-to-day bookkeeping and payroll and helped move the company from QuickBooks Desktop to QuickBooks Online. They also cleaned up the chart of accounts and worked through some older records from before we owned the business.

There was a lot to sort through at first, but they helped us get it under control without making it feel overwhelming.

RESULTS & FEEDBACK

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

We are now fully set up in QuickBooks Online, and the books are much more organized. Payroll also runs through direct deposit now, which is a big improvement over writing checks every week.

Overall, it is easier to see where the business stands, and we feel much better about the numbers.

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

They have been responsive and easy to work with. When questions come up, they usually get back to us quickly and help us figure out what needs to happen next.

Taking over an older business came with some surprises, but they stayed patient and kept working through everything with us.

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

• Virtual Meeting
• Email or Messaging App

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

They take the time to explain things in plain English. We were learning a lot as new owners, so it helped to have someone walk us through the process instead of just sending reports and expecting us to understand everything.

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

Nothing major. They can get busy at times, but they have always made sure our questions were answered, and the work kept moving.

BACKGROUND

Please describe your company and position.

I am the Co-Founder, CEO of Aigentless

Describe what your company does in a single sentence.

We deliver a self-service leasing experience that today’s renters expect while saving property owners and operators time and money on every lease. Using Aigentless, prospects explore your properties in-person, anytime, unaccompanied by onsite leasing staff. 

OPPORTUNITY / CHALLENGE

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

• Our main goal was to move to QuickBooks Online and fix some problems that had built up in the books over time.

SOLUTION

How did you find First Valley Accounting CPA?

Referral

Why did you select First Valley Accounting CPA over others?

• 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.

They handled the move from QuickBooks Desktop to QuickBooks Online, including transferring our financial data and checking that everything came over correctly.

They also reviewed the accounts, corrected old entries, and reconciled several items that had not been properly matched before. It was more than just switching software. They made sure we were starting with cleaner records.

RESULTS & FEEDBACK

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

The conversion was completed successfully, and we can now access everything online. The accounts are easier to review, and several old discrepancies that had been sitting there for a while were finally resolved.

Our team also spends less time trying to figure out where transactions belong.

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

They had a clear process and let us know what information they needed at each stage. When they found an issue, they explained it and gave us options instead of just making changes without telling us.

The project stayed on track, and communication was consistent throughout.

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

• Virtual Meeting
• Email or Messaging App

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

They were thorough. They did not just move the files over and call it finished. They took the time to check the details and clean up things that could have caused problems later.

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

The document requests felt like a lot at the beginning, but once the project got moving, it made sense why they needed everything. Overall, we were pleased with the result.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of Arish Living

Describe what your company does in a single sentence.

Arish Living is a London-based property developer and contractor delivering modern, high-quality residential, commercial and community projects across London and the Home Counties. Founded in 2019, our team brings industry experience across design, construction and project delivery.

OPPORTUNITY / CHALLENGE

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

• They were local, came recommended, and seemed like people we would work well with. After talking with them, we felt comfortable moving forward.

SOLUTION

How did you find First Valley Accounting CPA?

Online Search

Why did you select First Valley Accounting CPA over others?

• Great culture fit
• Good value for cost
• 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.

They helped us with the financial side of selling a warehouse property and stayed involved through the closing. They kept the numbers organized, answered our questions, and helped make sure we understood what was happening along the way.

They also helped us review a lease agreement and work through the financial details before it was signed. Both projects went smoothly, and I’ve referred a few people to them since.

RESULTS & FEEDBACK

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

The warehouse sale closed successfully, and the lease was completed on terms we were comfortable with. Both projects were finished without any major issues or surprises.

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

They were responsive and easy to reach. We usually got a quick answer when we called or emailed, and they did a good job keeping things moving.

I also appreciated that they listened to what we were trying to accomplish instead of giving us a one-size-fits-all answer.

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

• Virtual Meeting
• Email or Messaging App

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

Their communication stood out the most. They were easy to talk to, knew the right questions to ask, and had helpful connections when we needed them.

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

Nothing really comes to mind. We were happy with how everything turned out and would work with them again.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of Construo

Describe what your company does in a single sentence.

CONSTRUO is the World’s No 1 Construction Business Knowledge Network, Giving FREE Access to Professional Advice, News, Jobs & Opportunities Across the Global Construction Sector.

OPPORTUNITY / CHALLENGE

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

• We needed help cleaning up our books and getting our financial records organized. As the business grew, it became harder to keep up with everything, so we wanted a reliable team that could give us accurate numbers each month.

SOLUTION

How did you find First Valley Accounting CPA?

Referral

Why did you select First Valley Accounting CPA over others?

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

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.

They handled our bookkeeping, account reconciliations, and monthly financial reports. They also helped fix some older issues and pointed out a few ways we could improve our accounting process.

It took a lot off our plate and gave us more time to focus on running the business.

RESULTS & FEEDBACK

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

Our books are much cleaner now, and we get our monthly reports on time. There are fewer mistakes, and it’s easier to understand where the business stands financially.

Planning and budgeting have also gotten easier because we trust the numbers we’re looking at.

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

They were easy to work with and got things done when they said they would. Whenever we had questions, they responded quickly and explained everything in a simple way.

They also let us know when something needed our attention, so we always knew what was going on.

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

• Virtual Meeting
• Email or Messaging App

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

They’re reliable, pay attention to the details, and communicate well. You can tell they care about getting the work right.

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

Nothing major comes to mind. We’ve had a really good experience working with them and would recommend them to other business owners.

BACKGROUND

Please describe your company and position.

I am the Co-founder & CEO of Bonaventure

Describe what your company does in a single sentence.

Multifamily real estate built by operators and aligned with investors. Operator-led multifamily real estate investing for the variables that actually drive outcomes, risk, taxes, income durability, and market cycles. Bonaventure is a principal-led multifamily investment firm with 26+ years of operating experience and approximately $2.9 billion in assets under management.

OPPORTUNITY / CHALLENGE

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

• First Valley Accounting CPA were close to us, seemed like a good fit, and came highly recommended. We also liked the way they do business and felt their values matched ours.

SOLUTION

How did you find First Valley Accounting CPA?

Online Search

Why did you select First Valley Accounting CPA over others?

• Pricing fit our budget
• Good value for cost
• 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.

First Valley Accounting CPA helped us through the sale of a warehouse property. They guided us from the beginning all the way to closing and made the process much easier than we expected.

We also worked with them on a lease transaction. They helped negotiate the lease and get the deal done. Overall, we had a really good experience and I’ve referred a few other clients to them since then.

RESULTS & FEEDBACK

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

The project sold for the result we were hoping for, and the lease was successfully negotiated and signed. Both projects ended the way we wanted.

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

They were very responsive. Calls and emails were answered quickly, and they kept things moving without us having to chase them.

What stood out to me was that they understood our goals and adjusted their approach based on the market and what we needed at the time. It felt like they were paying attention and not just using the same plan for every client.

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

• Virtual Meeting
• Email or Messaging App

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

Honestly, their response time and the people they know in the industry. Those connections really helped and made a difference.

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

I don’t really have any negative feedback. They did a good job and I’d be happy to work with them again.

BACKGROUND

Please describe your company and position.

I am the CEO/Co-Founder of VIRSIG, LLC

Describe what your company does in a single sentence.

VIRSIG, a Global Technology, Professional, and Construction Solutions provider in Federal, State and Local Government Agencies, and Commercial markets.

OPPORTUNITY / CHALLENGE

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

• I’m a co-founder at VIRSIG, LLC, and we brought on First Valley Accounting because we needed real help with our bookkeeping. We wanted a team that could stay on top of the day-to-day transactions, keep the books clean, and give us a better picture of where the business stood each month.

SOLUTION

How did you find First Valley Accounting CPA?

• Online Search
• Referral

Why did you select First Valley Accounting CPA over others?

• Great culture fit
• Good value for cost
• 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.

First Valley handles our monthly bookkeeping, account reconciliations, transaction coding, and financial reports. They send us monthly profit and loss reports and help us understand what is going on in the business without making it overly complicated. They also answer bookkeeping questions throughout the month when things come up.

RESULTS & FEEDBACK

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

The biggest improvement has been that our books are much more organized and up to date. Before First Valley, getting answers from our old accounting team was slow and frustrating. Now we can email or text them and usually get a quick, clear response. We also have a much better understanding of our numbers month to month.

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

They have been very reliable. Our monthly bookkeeping and reports are handled on time, and they are quick to respond when we need something. Their online portal is easy to use, so sending documents and keeping everything moving is simple.

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

• Virtual Meeting
• Email or Messaging App

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

The personal service is what stands out most. We have two main people we work with directly, so we are not constantly getting passed around to a random team. At our old firm, it felt like a lot of people were involved but no one really owned the work. With First Valley, they know our account and stay on top of it.

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

No, nothing specific. We’ve been really happy with the bookkeeping support and would recommend them.

BACKGROUND

Please describe your company and position.

I am the Co-Founder & CEO of Noibu

Describe what your company does in a single sentence.

Noibu is the leading ecommerce analytics & monitoring platform, purpose-built to help retailers protect and grow online revenue. By unifying site monitoring, experience analytics, and conversion growth opportunities in a single pane of glass, Noibu captures the most important end-to-end shopping data, without the complexity of traditional analytics tools.

OPPORTUNITY / CHALLENGE

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

• We needed help getting the accounting side of the business more organized. Mainly bookkeeping, payroll, year-end stuff, and just making sure nothing important was getting missed. As we got busier, it was harder to keep up with everything ourselves, so we wanted a team that could take over the day-to-day accounting work and keep things moving properly.

SOLUTION

How did you find First Valley Accounting CPA?

• Online Search
• Referral

Why did you select First Valley Accounting CPA over others?

• Pricing fit our budget
• Good value for cost
• 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.

First Valley Accounting helped us with the regular accounting work we needed done throughout the year. They handled monthly bookkeeping, payroll, account reconciliations, and year-end reporting.

They also answered random accounting questions when we had them, which was helpful. A lot of the value was just knowing someone was keeping an eye on deadlines and making sure the books stayed updated. We didn’t have to chase things as much or worry about whether something was being missed.

RESULTS & FEEDBACK

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

The biggest thing was that everything was filed on time and our records stayed more organized. Payroll was handled correctly, bookkeeping was kept up to date, which made tax-related work was a lot less stressful.

It also saved us a good amount of time internally. Before, we were trying to keep track of accounting tasks ourselves and it was easy for things to pile up. Having First Valley Accounting handle it made the whole process smoother.

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

They were reliable and easy to work with. Most things were done on time, and communication was simple. If we had a question, they usually got back to us pretty quick and explained things in a way that made sense.

Nothing felt overly complicated, which we appreciated.

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

• Virtual Meeting
• Email or Messaging App

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

The consistency was probably the best part. They weren’t flashy or anything, they just did the work and kept everything organized. That is really what we needed.

It felt like the bookkeeping, payroll, and tax stuff was being handled in the background without us having to constantly check in. That made a big difference.

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

Nothing major really. Overall it was a good experience and we were happy with the support.