JPG

BACKGROUND

Please describe your company and position.

I am the CEO/Founder of Charly agency

Describe what your company does in a single sentence.

Branding, web and product design and development

OPPORTUNITY / CHALLENGE

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

• Bookkeping
• Taxes
• Financial advice

SOLUTION

How did you find JPG?

Referral

Why did you select JPG over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget

How many teammates from JPG were assigned to this project?

2-5 Employees

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

They specialize in providing tailored accounting services to businesses. Their offerings cover everything from bookkeeping and financial statement preparation to tax planning, payroll processing, financial analysis, and audit support. With their focus on accuracy and client satisfaction, they deliver results you can count on.

RESULTS & FEEDBACK

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

Great tax savings and clean financials

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

Certainly: Their project management is top-notch. They ensure all tasks are organized and executed efficiently. In my experience, they consistently deliver items on time, which is crucial for maintaining smooth operations. 
Additionally, their responsiveness to our needs has been outstanding. Whenever we've had questions or required assistance, they've been quick to address them, demonstrating their commitment to client satisfaction. Overall, I've been highly impressed with their project management approach and responsiveness.

What was your primary form of communication with JPG?

• Virtual Meeting
• Email or Messaging App

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

What stood out most to me about this company is their exceptional project management. They possess a remarkable ability to organize tasks effectively and ensure timely delivery of items, which is crucial for any business. Overall, their combination of strong project management skills and responsive customer service sets them apart and makes them a standout choice in the industry.

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

All good!!

BACKGROUND

Please describe your company and position.

I am a director at Creartion INC

Describe what your company does in a single sentence.

we provide marketing services and branding strategys to companies

OPPORTUNITY / CHALLENGE

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

• have my numbers in order with his bookkeeping services
• Unlock my full business potential
• Improve my welfare

SOLUTION

How did you find JPG?

Online Search

Why did you select JPG over others?

• Good value for cost
• Referred to me
• Company values aligned

How many teammates from JPG were assigned to this project?

2-5 Employees

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

From the outset, my experience with JPG Team has been nothing short of transformative. As a growing business owner, managing finances and bookkeeping had become a constant source of stress, until JPG Team took the helm. The scope of their work was comprehensive, encompassing everything from optimizing our accounting processes to implementing bookkeeping strategies that truly understand the dynamics of my business: 

• Key Deliverable 1: Transition from Cash to Accrual Accounting 
  • One of the first tasks JPG Team addressed was transitioning our system from cash-based accounting to a more sophisticated accrual accounting approach. 
  • This shift was crucial for gaining a more accurate picture of our financial health and for future-proofing our operations. 
• Key Deliverable 2: Tax Reduction Strategies 
  • Additionally, JPG Team provided us with tax reduction strategies that were essential during tax season. 
  • Their in-depth knowledge of the tax code resulted in significant savings, improving our bottom line. 
• Key Deliverable 3: Financial Reporting and Analysis 
  • Each month, we now receive detailed financial reports and analyses that allow us to make data-driven decisions.
  • The custom dashboards and financial projections they provided have been key tools in guiding our company's expansion and growth. 
• Key Deliverable 4: Cash Flow Management and Advisory 
  • JPG Team also reviewed and optimized our cash flow management, ensuring that we always have funds available for operations and to seize new business opportunities. 
• Key Deliverable 5: Bookkeeping Automation and Processes
  •  Last but not least, the automation of our bookkeeping processes has been a game-changer.
  • The integration of advanced software and the establishment of processes have streamlined our daily operations, allowing my team and me to focus on growing the business rather than getting caught up in the minutiae of data entry.

RESULTS & FEEDBACK

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

• Tax Savings: By implementing strategic tax planning, we were able to reduce our tax liability by a significant percentage, directly impacting our net profits. 
• Time Efficiency: The transition to accrual accounting and the automation of our bookkeeping processes cut down our financial management time by over 50%. 
• Cash Flow Improvement: With optimized cash flow management, we increased our operational cash reserves by 30%, giving us more flexibility and security. 
• Financial Reporting Accuracy: The clarity of our financial reports improved, leading to a 25% reduction in discrepancies and adjustments during our audits. 
• Decision-Making Speed: With enhanced financial reports and dashboards, our decision-making process became 40% faster, allowing us to react quickly to market opportunities.

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

• Timeliness of Deliverables: Every item was delivered on or before the agreed-upon deadlines. 
• Their proactive planning and effective communication ensured that our financial operations never experienced a delay.

What was your primary form of communication with JPG?

• In-Person Meeting
• Virtual Meeting

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

Their service is personalized, and they work side by side as if they were part of the company, and they really want your campaign to grow

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

No, I think JPG did an excellent job of understanding the company's philosophy.

BACKGROUND

Please describe your company and position.

 I am the Partner of a consulting company 

Describe what your company does in a single sentence.

Sales consulting & Sales execution services

OPPORTUNITY / CHALLENGE

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

• Set up our company
• Bookkeeping
• Execute Payroll

SOLUTION

How did you find JPG?

Referral

Why did you select JPG over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from JPG were assigned to this project?

2-5 Employees

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

Create our company, handle the payroll along with federal and state requirements.

RESULTS & FEEDBACK

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

We have our accounting and fiscal requirements in line and up to date.

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

They delivered on time, with great service and responded promptly to any question we had.

What was your primary form of communication with JPG?

Virtual Meeting

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

Their knowledge and advice are impressive.

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

Can't think of any