Shared Consulting, LLC

BACKGROUND

Please describe your company and position.

I am the CEO of Runbeck Election Services

Describe what your company does in a single sentence.

We specialize on Business Supplies & Equipment services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Shared Consulting, LLC to accomplish?

• Taxes
• Bookkeeping

SOLUTION

How did you find Shared Consulting, LLC?

Online Search

Why did you select Shared Consulting, LLC over others?

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

How many teammates from Shared Consulting, LLC were assigned to this project?

2-5 Employees

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

Accounts, accounts receivables, taxes

RESULTS & FEEDBACK

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

Successfully transitioned all internal financial processes to SHARED CONSULTING in a timely fashion. There was very little delay in submission of invoices and collection of payments.

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

I was quite worried as to how this would work out as I am a small business and cash flow is a big concern for me. They were very supportive during the change of power and after that and I felt very reassured that there would be little disruption during the transfer and that was true. Now the business as developed to the extent where it runs as smoothly as when we were doing our financials internally.

What was your primary form of communication with Shared Consulting, LLC?

• Virtual Meeting
• Email or Messaging App

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

They are among the most responsive and competent employees. They had ample time to really get into what I do and figured out what was critical for the survival of the business.

Are there any areas for improvement or something Shared Consulting, LLC could have done differently?

My inventory was such an issue but we manage to come up with one.

BACKGROUND

Please describe your company and position.

I am the CEO of Qooper Mentoring & Learning Software

Describe what your company does in a single sentence.

Our company, Qooper, provides mentorship and learning program solutions for companies, universities and associations. I work as the CEO here where I ensure sales, marketing, service and product teams have the right people and financial resources to execute on business goals.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Shared Consulting, LLC to accomplish?

• We are working on our accounting, taxes and most importantly financial projections with them, so that I can ensure our financial resources will be in place to execute on business goals.

SOLUTION

How did you find Shared Consulting, LLC?

• Online Search
• We looked at firms who worked with scaling software companies and like SHARED CONSULTING

Why did you select Shared Consulting, LLC over others?

• Pricing fit our budget
• Other

How many teammates from Shared Consulting, LLC were assigned to this project?

2-5 Employees

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

Firstly, they did an amazing job organizing our books to the SaaS industry standards and maintaining them without me being involved. Also, they are helping us have a financial projection of when we're cash heavy or light so we can plan investments accordingly.

RESULTS & FEEDBACK

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

Well I don't need to do all this work, I can report to our investors and report to myself on our cash situation and invest accordingly (and aggressively without running out of cash).

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

Our projects have been goal based and they've always been available to work with me.

What was your primary form of communication with Shared Consulting, LLC?

• Virtual Meeting
• Email or Messaging App

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

We are impressed with how experienced they are in the B2B SaaS field.

Are there any areas for improvement or something Shared Consulting, LLC could have done differently?

Nothing I can see.

BACKGROUND

Please describe your company and position.

I am the CEO of Duffel

Describe what your company does in a single sentence.

I am the CEO of Duffel, We are a company that specialize basically on information technology

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Shared Consulting, LLC to accomplish?

• Develop scalable human resources initiatives.
• Handle human resources strategically

SOLUTION

How did you find Shared Consulting, LLC?

• Online Search
• Browsing history

Why did you select Shared Consulting, LLC over others?

• Pricing fit our budget
• Good value for cost
• Reasonable Communication

How many teammates from Shared Consulting, LLC were assigned to this project?

2-5 Employees

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

We have been managing every aspect of our HR program in collaboration with many organizations for more than two years. Since the beginning, our main goal has been to turn over HR management to a team so we can concentrate on expanding our company. A fractional, outsourced HR department can find a complete turnkey solution in SHARED CONSULTING.

RESULTS & FEEDBACK

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

Revenue growth, compliance in HR processes, and increased employee engagement and retention.

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

They have excellent project management abilities. They give us detailed project plans and keep us informed at every turn. They are consistently early.

What was your primary form of communication with Shared Consulting, LLC?

• Virtual Meeting
• Email or Messaging App

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

that they fit in with our team and culture perfectly. Prior to working with Shared Consulting, LLC, we had never considered HR to be a profit generator.

Are there any areas for improvement or something Shared Consulting, LLC could have done differently?

No, Keep up the good work.

BACKGROUND

Please describe your company and position.

I am the CEO of Williams Commerce

Describe what your company does in a single sentence.

We are a full-service ecommerce digital agency, specialising in Shopify, Adobe Commerce Magento, BigCommerce and Cloudfy. We hold top level partnership statuses including this

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Shared Consulting, LLC to accomplish?

• oversee payroll and onboarding
• Get multi-state registrations compatible.

SOLUTION

How did you find Shared Consulting, LLC?

Online Search

Why did you select Shared Consulting, LLC over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Shared Consulting, LLC were assigned to this project?

2-5 Employees

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

The HR and compliance tasks at my company were very stressful. I wanted a trustworthy individual who was prepared to adjust their strategy to suit my needs and guide me through the process; above all, I needed an HR specialist who genuinely cared about the success of my company. They didn't wait on me to lead them; instead, they actively helped me through the procedures and made us compliant right away.
They have been in charge of our HR, compliance, payroll, and benefits administration for the past two years. During that period, my company has expanded significantly, and has been essential to that expansion. They're always prepared to advance us to the next level as our needs change.

RESULTS & FEEDBACK

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

Compliance: Over the last two years, compliance has been 100% Every employee has expressed satisfaction with benefits administration and onboarding. The founder almost never thought about compliance or HR.

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

SHARED CONSULTING responds with remarkable speed. I generally receive a response in less than a day, but not always. I never have to be concerned about things being past due. They will follow up with me until the task is completed because I am the one who is more prone to forget things.

What was your primary form of communication with Shared Consulting, LLC?

Email or Messaging App

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

The one thing that unites all of SHARED CONSULTING's excellent attributes is that it cares about my business's success. Every task is done with consideration, and we receive proactive advice on what we should be doing as we develop. Shared Consulting, LLC often has a process in place that can help us through any growing pains we experience.

Are there any areas for improvement or something Shared Consulting, LLC could have done differently?

No improvements needed.

BACKGROUND

Please describe your company and position.

I am the CEO of GlobalStep

Describe what your company does in a single sentence.

I am the CEO of GlobaStep, We specialize on computer, Gaming

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Shared Consulting, LLC to accomplish?

• Because our prior accounting service provider did not live up to our expectations, we first recruited SHAREDCONSULTING. We required a dependable workforce that could file our taxes correctly, organize our financial records, and always produce on schedule.

SOLUTION

How did you find Shared Consulting, LLC?

• Online Search
• Linkedin search

Why did you select Shared Consulting, LLC over others?

• Pricing fit our budget
• Good value for cost
• Linkedin service

How many teammates from Shared Consulting, LLC were assigned to this project?

2-5 Employees

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

We choose [Accounting Firm] because one of our partners strongly recommended them. Following an initial online introduction, we signed a contract, and their team got to work looking over our prior year's financial data. After that, they helped us set up QuickBooks Online, and we have remained partners. Our monthly accounting reports and tax filings are currently handled by them.

RESULTS & FEEDBACK

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

With their accurate and trustworthy financial data delivery, SHARED CONSULTING has lived up to our expectations. They also provide us with essential assistance in understanding and analyzing this data.

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

The onboarding procedure was well-structured. Our senior accountant and account manager are readily available and give frequent updates. We communicate largely via email because of the time difference.

What was your primary form of communication with Shared Consulting, LLC?

• Virtual Meeting
• Email or Messaging App

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

Their meticulous attention to detail during the onboarding process, which they have continued to exhibit throughout our cooperation, was what most impressed me. In addition to being highly competent and knowledgeable in accounting and taxation, the crew is also very accommodating and quick to respond.

Are there any areas for improvement or something Shared Consulting, LLC could have done differently?

They have provided excellent services, therefore I can't think of anything specifically they could do better.

BACKGROUND

Please describe your company and position.

I am the CEO of Aspichi

Describe what your company does in a single sentence.

I am the CEO of Aspichi. We are IT services that is known to preserve and share true, rich, diverse human experience, dive in and interact with it.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Shared Consulting, LLC to accomplish?

• We were unfamiliar with the copious amounts of paperwork and bookkeeping that accompany owning a business. My desire for a partner was also greatly influenced by my ignorance of accounting. We required a trustworthy crew in order to keep our records tidy and send accounts to our auditor on time.

SOLUTION

How did you find Shared Consulting, LLC?

• Online Search
• linkedin post

Why did you select Shared Consulting, LLC over others?

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

How many teammates from Shared Consulting, LLC were assigned to this project?

2-5 Employees

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

They reviewed our previous data and arranged the general ledger. We remain partners in this endeavor. They are responsible for filing both our monthly accounting reports and our annual taxes.

RESULTS & FEEDBACK

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

With the job they've done thus far, I'm not too unhappy. They've taken up a lot of my accounting workload, which is fantastic because it frees me up to focus on managing my business. We are aware that the required financial records are currently in existence.

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

Our allocated bookkeeper is highly questioning and curious, with excellent interpersonal skills. He supervises all work, ensuring that our procedures are followed and that reports are submitted on time.

What was your primary form of communication with Shared Consulting, LLC?

• Virtual Meeting
• Email or Messaging App

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

Their excellent cost/value proposition, strong work ethic, and enthusiasm for precision. Our satisfaction with Shared Consulting, LLC was high.

Are there any areas for improvement or something Shared Consulting, LLC could have done differently?

None was noticed.

BACKGROUND

Please describe your company and position.

I am the CEO of Mitchell1 Mitchell1

Describe what your company does in a single sentence.

I am the CEO of Mitchell1, We specialize on Software development solution

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Shared Consulting, LLC to accomplish?

• To hire personnel of higher caliber.
• should assign detailed, time-consuming work to a less expensive place.

SOLUTION

How did you find Shared Consulting, LLC?

• Online Search
• Linkedin

Why did you select Shared Consulting, LLC over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Shared Consulting, LLC were assigned to this project?

2-5 Employees

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

Every day, my outsourced team's mission is to offer a range of urgent items while adhering to meticulously detailed how-to manuals. When required, my team's assignment is to speak with internal staff directly.

RESULTS & FEEDBACK

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

It's almost unheard of in our organization that Outsourced has found talent that I needed and has stayed for more than three years.

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

They know a lot about HR procedures and are very communicative and responsive.

What was your primary form of communication with Shared Consulting, LLC?

• Virtual Meeting
• Email or Messaging App

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

Shared Consulting, LLC's people and level of professionalism are quite amazing.

Are there any areas for improvement or something Shared Consulting, LLC could have done differently?

Although there has been a turnover of account managers over first past months, they have personally made sure stays in contact on a regular basis and has been open about the changes taking place on the team.

BACKGROUND

Please describe your company and position.

I am the CEO of Trainual

Describe what your company does in a single sentence.

I am the CEO of Trainual, We are like a training manual for modern businesses

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Shared Consulting, LLC to accomplish?

• Use human resources strategically
• human resources initiatives

SOLUTION

How did you find Shared Consulting, LLC?

Online Search

Why did you select Shared Consulting, LLC over others?

• Pricing fit our budget
• Company values aligned

How many teammates from Shared Consulting, LLC were assigned to this project?

2-5 Employees

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

For a number of years now, we have collaborated with SHARED CONSULTING to oversee every aspect of our HR program. Since the beginning, our main goal has been to turn over HR management to a team so we can concentrate on expanding our company. An actual turnkey solution for a fractional, outsourced HR department is SHARED CONSULTING.

RESULTS & FEEDBACK

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

Increased income, compliance HR processes, and more employee engagement and retention.

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

They have excellent project management abilities. They give us detailed project plans and keep us informed at every turn. They are consistently early.

What was your primary form of communication with Shared Consulting, LLC?

Email or Messaging App

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

It's impressive how Shared Consulting, LLC fits in with our team and culture perfectly. Prior to our collaboration with SHARED CONSULTING, we had never considered HR to be a source of profit.

Are there any areas for improvement or something Shared Consulting, LLC could have done differently?

Continue with what you're doing!

BACKGROUND

Please describe your company and position.

I am the Founder of TEX GROUP

Describe what your company does in a single sentence.

We do Industrial machinery manufacturing

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Shared Consulting, LLC to accomplish?

• As needed, help with managing our Frazer DMS software.
• Keep up with our 1099 files, sales tax returns, and books.

SOLUTION

How did you find Shared Consulting, LLC?

Online Search

Why did you select Shared Consulting, LLC over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Shared Consulting, LLC were assigned to this project?

2-5 Employees

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

All about bookkeeping

RESULTS & FEEDBACK

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

Reliable books and prompt service

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

They are really knowledgable, precise, and responsive.

What was your primary form of communication with Shared Consulting, LLC?

Email or Messaging App

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

They resemble a companion. Three local accounting firms I've owned have all failed horribly. Shared Consulting, LLC has performed exceptionally well.

Are there any areas for improvement or something Shared Consulting, LLC could have done differently?

Not a single problem

BACKGROUND

Please describe your company and position.

I am the CEO of Yozu

Describe what your company does in a single sentence.

We are a software company that develop systems and applications that solve business challenges

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Shared Consulting, LLC to accomplish?

• I had to ask SHARED CONSULTING to step in and take over as our only senior accountant resigned, and we were still looking for a successor. My objective was to make sure that closing our books and generating financials went well every time.

SOLUTION

How did you find Shared Consulting, LLC?

Online Search

Why did you select Shared Consulting, LLC over others?

• Pricing fit our budget
• Company values aligned

How many teammates from Shared Consulting, LLC were assigned to this project?

2-5 Employees

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

• Payroll management
• Weekly bill payment processing and accounts payable transaction accounting AR (generating and forwarding client invoices for authorization)
• reconciliation of banks

RESULTS & FEEDBACK

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

As promised, SHARED CONSULTING continues to fulfill its obligations by replying to inquiries within a day and keeping our finances up to date by the deadline.

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

There is great clarity in the team's communication. They readily express their timetables and act as though they are encountering obstacles. If there are any staff changes or changes in who is responsible for what, they will express it explicitly. We communicate mostly by email, but for longer talks, we may also talk over the phone if necessary.

What was your primary form of communication with Shared Consulting, LLC?

• Virtual Meeting
• Email or Messaging App

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

We've kept them on at a smaller scale forever even though the agreement was only temporary because of their commitment to guaranteeing financial excellence and operational improvement. It's amazing how willing they are to pick up new techniques and procedures while maintaining high standards. They operate as if it were their own.

Are there any areas for improvement or something Shared Consulting, LLC could have done differently?

Not much, mostly, however it would be wonderful if they could finish the assignments a little bit earlier than expected so that there would be more time for revisions before the following deliverable.