Pell-Rose Inc.

BACKGROUND

Introduce your business and what you do there.

We’re a nonprofit organization that offers daycare before- and after-school programs.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Pell-Rose Inc.?

We needed help with accounting.

SOLUTION

What was the scope of their involvement?

Pell-Rose Inc. handles all of our accounting. They help us with things like reconciliation and budgeting. All of their work is done remotely.

What is the team composition?

We only work with one teammate.

How did you come to work with Pell-Rose Inc.?

Another accountant recommended Pell-Rose Inc. to us.

How much have you invested with them?

We’ve spent $200,000–$250,000 CAD (approximately $158,000–$197,000 USD). 

What is the status of this engagement?

The project started in December 2011, and it’s ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

They’ve done a perfect job of helping me out. I’m delighted with Pell-Rose Inc.’s performance.

How did Pell-Rose Inc. perform from a project management standpoint?

Their project management is perfect. The team even works weekends if they have to.  We communicate using whatever’s convenient at the time. We’ve had Zoom calls, phone calls, emails, and in-person meetings.

What did you find most impressive about them?

Pell-Rose Inc. works quickly. They’re just experts in their field — the team knows what they need to do at all times.

Are there any areas they could improve?

No, I’m happy with their work.

Do you have any advice for potential customers?

Write things down and communicate well with them.