NEK Services

BACKGROUND

Introduce your business and what you do there.

I’m the principal accountant of a company that provides virtual accounting services tailored for social media influencers and small business entrepreneurs.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire NEK Services to accomplish for your virtual accounting services business?

We needed help managing the monthly accounting and bookkeeping for our clients.

SOLUTION

Can you describe the scope of work NEK Services handled for this project?

NEK Services provided monthly close, monthly reconciliation, and preparation of financial reports like P&L and BS. The team handled all aspects of our clients' accounting, except for client communication.

What is the team composition?

We worked with an unknown number of teammates from NEK Services.

How did you come to work with NEK Services?

NEK Services was referred to me. I chose them over other options because they offered good value for the cost.

What is the status of this engagement?

We started working with NEK Services in January 2021, and our engagement has ended in July 2024.

How do you communicate with them?

We used virtual meetings to communicate with NEK Services.

RESULTS & FEEDBACK

What were the outcomes of the engagement with NEK Services?

NEK Services has provided financial reporting. I’ve been able to get client work done much faster and more timely by having them onboard. Overall, I’ve saved roughly 20 hours per week on client work.

How did NEK Services perform from a project management standpoint?

NEK Services' project management has been satisfactory. The team delivers on time.

What did you find most impressive about them?

NEK Services is very autonomous and works well with little supervision.

Are there any areas they could improve?

Unknown

BACKGROUND

Please describe your company and position.

I am the CEO and Owner of Financial Services Plus

Describe what your company does in a single sentence.

Our company offers accounting and financial services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire NEK Services to accomplish?

• Bookkeeping

SOLUTION

How did you find NEK Services?

• Online Search
• Referral
• Clutch Site

Why did you select NEK Services over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from NEK Services were assigned to this project?

2-5 Employees

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

Sending of query sheets, delivery of monthly financial reports, conducting growth analysis, attending to client meetings.

RESULTS & FEEDBACK

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

Timely delivery of financial reports

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

They always follow our process and timeline for our client deliverables. They respond to our needs in a timely manner.

What was your primary form of communication with NEK Services?

• Virtual Meeting
• Email or Messaging App

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

NEK Services has been a true game-changer for us at FSP here in Mississippi. For over 5 years, Muhammad and his incredible team have expertly handled our clients' accounting and bookkeeping needs, ensuring their financial positions are always accurate and tax preparation is seamless. Their deep expertise in QuickBooks, Excel, and other IT tools has made every process smooth and efficient. Beyond that, their budgeting and financial reporting insights have been instrumental in driving growth for our clients—and for us. Tech-savvy, skilled, and genuinely invested in results, they’re a partner we couldn’t do without!

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

None