OnTarget CPA

BACKGROUND

Please describe your company and your position there.

Principal at growth company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire OnTarget CPA, and what were your goals?

Improve our knowledge base and understanding of what a quality CPA can do and how best to plan for ourselves going foward. Their advice was top notch.

SOLUTION

How did you select this firm and what were the deciding factors?

Knowledge of their leadership and team as well as their proactivity.

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

Straight consulting advice that helped us create a solid plan going forward.

Describe their billing or cost structure.

Monthly cost.

How many resources from the firm's team worked with you, and what were their positions?

Flexed depending on the conversation.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

Implemented cost saving and time saving measures company wide to improve results.

Describe their project management style, including communication tools and timeliness.

Very open and transparent, highly professional.

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

They were always one step ahead of us and great at anticipating tax needs.

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

Job well done!