Keach Assistants

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of Profitable Purpose Consulting

Describe what your company does in a single sentence.

We help companies certify as B Corporations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Keach Assistants to accomplish?

We hired Keach Assistance to provide accounting/CPA services to both our business and personal. Our goals were to hire a partner that, more than just providing the basic services, would also be able to provide the best financial and tax guidance.

SOLUTION

How did you find Keach Assistants?

Online Search

Why did you select Keach Assistants over others?

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

How many teammates from Keach Assistants were assigned to this project?

2-5 Employees

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

The engagement from the start was to handle all accounting, bookkeeping, and financial activity for our business as well as handling all tax-related matters. The software used to support their services was QuickBook. Keach Assistance also had access to our business banking accounts.

RESULTS & FEEDBACK

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

Keach Assistance was efficient and personable, and when certain issues called for further information, they conducted thorough research and promptly shared their conclusions.

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

Communication methods included phone calls, texts, and emails. Keach Assistance was always available for inquiries and provided prompt answers.

What was your primary form of communication with Keach Assistants?

• Virtual Meeting
• Email or Messaging App

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

They're willing to take on the challenge at hand with an open mind and the confidence in getting the job done.

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

No, they’ve done a great job.

BACKGROUND

Please describe your company and position.

I am the Business Manager of a design company 

Describe what your company does in a single sentence.

Full-scale luxury floral designs

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Keach Assistants to accomplish?

• We were transitioning from a career in finance and wanted to focus on building out our small business through marketing our product. I didn’t have time to manage our day-to-day cash flow and bookkeeping operations, so I engaged Keach Assistants.

SOLUTION

How did you find Keach Assistants?

• Online Search
• I found them on Twitter, and moved forward with the partnership because they’re local to us.

Why did you select Keach Assistants over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Keach Assistants were assigned to this project?

2-5 Employees

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

Keach Assistants Services started by gathering our business parameters and learning about our revenue goals. Then, they determined our individual service needs and got us up and running. They were already familiar with our business.

Now, they support us with tax preparation, financial planning, financial auditing, and day-to-day bookkeeping. They also manage our cash flow, POS, and other complex business processes. We’ve provided them with shadow access to bank accounts, and they use QuickBooks to highlight critical things and set up financial reports. They also have a secure interface on their website. 

RESULTS & FEEDBACK

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

Keach Assistants provides good-quality services for a cost-effective price. We don’t have daily success metrics. However, I've worked in compliance, so I know the requirements of documentation; those tasks take hard work and focus. Although I can’t share concrete metrics, I know what excellence looks like, and they're excellent. I’m comfortable that their side of the business is taken care of. 

Moreover, it’s important to have a base level of customer security and cyber protection because we deal with valuable information, and they have that.

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

Keach Assistants is a proactive partner who provides regular updates via email. They also send condensed reports via email, which I can also access through their client portal. 

A senior team member oversees our account, and another teammate handles the day-to-day operations. They deliver results on time and consistently share valuable information. Whenever I ignore their advice, I realize I should’ve listened to them initially. 

What was your primary form of communication with Keach Assistants?

• Virtual Meeting
• Email or Messaging App

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

I’m most impressed with their flexibility and willingness to grow. They’re willing to expand their responsibilities, and there’s never a question about whether a task fits into their framework.

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

I have nothing they could improve on. 

BACKGROUND

Please describe your company and position.

I am the CEO of Silverback Strategies

Describe what your company does in a single sentence.

Silverback Strategies is a digital marketing agency that specializes in search engine optimization (SEO), pay-per-click (PPC) advertising, and content marketing to help businesses enhance their online visibility and drive growth.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Keach Assistants to accomplish?

• Accounting
• Bookkeeping
• Tax Filings

SOLUTION

How did you find Keach Assistants?

Online Search

Why did you select Keach Assistants over others?

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

How many teammates from Keach Assistants were assigned to this project?

2-5 Employees

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

My bookkeeping team wasn't keeping up with anything, and my books were in disarray. The accountant I was utilizing fell behind when it was time to submit taxes. After speaking with a few companies, I discovered Keach Assistance and made the decision to use them for all of my business's accounting, tax, and bookkeeping needs.

RESULTS & FEEDBACK

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

Accurate taxes are extremely important to any business and my finances feel safe with this team. I often get great advice from the team also which is great.

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

They react quite quickly.
They ask the appropriate questions and think creatively.
For more over six months now, they have truly completed tasks each month on schedule.

What was your primary form of communication with Keach Assistants?

• Virtual Meeting
• Email or Messaging App

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

The ease of working with Keach Assistance, as well as their support and understanding, are quite amazing. They had the answers to any queries or worries I had regarding accounting or taxes.

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

Keep providing outstanding client service and support!

BACKGROUND

Please describe your company and position.

I am the Co-Founder and CEO of CredAble

Describe what your company does in a single sentence.

We are Financial technology company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Keach Assistants to accomplish?

• Recording of all financial transactions
• Maintaining financial records
• Providing financial reports

SOLUTION

How did you find Keach Assistants?

• Online Search
• Referral

Why did you select Keach Assistants over others?

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

How many teammates from Keach Assistants were assigned to this project?

2-5 Employees

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

The scope of work included recording all financial transactions, reconciling bank accounts, preparing financial reports, and maintaining financial records. The key deliverables included monthly financial statements, balance sheets and income statements.

RESULTS & FEEDBACK

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

The results from the project were accurate and timely financial statements, improved financial record-keeping, and increased efficiency in financial management.

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

Keach Assistants' project management was excellent. They delivered all items on time and were always responsive to all our needs and concerns.

What was your primary form of communication with Keach Assistants?

• Virtual Meeting
• Email or Messaging App

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

Their attention to detail and their willingness to go above and beyond to ensure the accuracy and completeness of financial records were most impressive about them.

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

We cannot think of anything.

BACKGROUND

Please describe your company and position.

I am the Executive Director of Haulystic

Describe what your company does in a single sentence.

Haulystic is a parcel and postal distribution specialist company based in Chertsey, U.K.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Keach Assistants to accomplish?

• Help us by creating a financial structure
• Book keeping
• Sending out invoices

SOLUTION

How did you find Keach Assistants?

Referral

Why did you select Keach Assistants over others?

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

How many teammates from Keach Assistants were assigned to this project?

2-5 Employees

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

Working with Keach Assistants has been an absolute game-changer for our business. Their expertise in accounting services has not only saved us time but also provided invaluable insights into our financial performance. From meticulous bookkeeping to strategic financial analysis, their team has consistently delivered top-notch results. Their professionalism, attention to detail, and proactive approach have made them an indispensable partner in our journey towards financial success.

We highly recommend Keach Assistants to any business seeking reliable and efficient accounting solutions.

RESULTS & FEEDBACK

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

1.Increased Accuracy: Implemented a robust bookkeeping system resulting in significantly reduced errors and improved accuracy in financial records.
2.Enhanced Efficiency: Streamlined accounting processes led to a notable decrease in the time spent on financial management tasks, allowing for more focus on core business activities.
3.Improved Financial Visibility: Established a structured accounting framework that provided clearer insights into the company's financial health, facilitating better decision-making and planning.
4.Compliance Assurance: Ensured adherence to regulatory standards and compliance requirements, minimizing the risk of penalties or legal issues related to financial reporting.
5.Timely Reporting: Implemented systems that enabled timely generation of financial reports, enabling us to access up-to-date financial information for informed decision-making.

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

The accounting firm exhibited exemplary project management throughout our engagement. They consistently delivered items on time, demonstrating their commitment to meeting deadlines and ensuring timely completion of tasks. Additionally, their accessibility and responsiveness were commendable. Whether through WhatsApp, Teams, or phone calls, they were always available to address our needs promptly and effectively.

Their proactive communication and willingness to accommodate our inquiries and requests significantly contributed to the smooth progress of the project. Overall, their project management approach, coupled with their accessibility and responsiveness, instilled confidence in their ability to deliver exceptional service.

What was your primary form of communication with Keach Assistants?

• Virtual Meeting
• Email or Messaging App

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

What I found most impressive and unique about this company was their unwavering accessibility. Regardless of the communication channel – whether it be WhatsApp, Teams, or phone calls – they were consistently reachable. This level of availability not only demonstrated their dedication to customer service but also provided reassurance that any urgent matters or inquiries would be promptly addressed.

Their commitment to being always reachable set them apart from other service providers and fostered a strong sense of trust and reliability in our partnership.

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

Nothing in particualr.

BACKGROUND

Please describe your company and position.

I am the Founder of Print To Brand

Describe what your company does in a single sentence.

Brand Management and Print Service Provider

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Keach Assistants to accomplish?

• Investment Consulting
• Business Consulting
• Tax preparation and Submission
• Bookkeeping

SOLUTION

How did you find Keach Assistants?

Online Search

Why did you select Keach Assistants over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Keach Assistants were assigned to this project?

2-5 Employees

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

Business set up and documents generation and submission. Explained tax across US, Investment Opportunities, Tax savings strategies.

RESULTS & FEEDBACK

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

Easy Business Set up in 2 working days. Certificates related to business set up in 2 working days. Ongoing Bookkeeping services.

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

They are always on time and they go one step ahead to suggest the right next steps all along. Keach Assistants is very responsive, I've never had any issues with them.

What was your primary form of communication with Keach Assistants?

• Virtual Meeting
• Email or Messaging App

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

The services they provided is not limited to bookkeeping or accounting, the CEO also helps you make sound decision in investments and help you become financially independent.

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

None