Vintti

BACKGROUND

Please describe your company and position.

 I am the Executive Assistant of a business services company 

Describe what your company does in a single sentence.

Ours is a full-service tax, accounting, and business advisory firm. We help individuals and businesses with tax preparation, tax planning, and compliance matters. Our team provides bookkeeping, accounting, and financial reporting services to support informed business decisions. We also assist with payroll processing and related tax filings. For business owners, we offer entity formation, annual report filings, registered agent services, and ongoing compliance support. Our advisors work closely with clients to identify tax-saving opportunities and develop long-term financial strategies. We serve a wide range of industries, including healthcare professionals, entrepreneurs, and growing businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vintti to accomplish?

• We hired Vintti to help expand the capacity of our tax team and address staffing needs during periods of growth and increased workload. Through Vintti, we hired Paola, who has become a valuable member of our team. She is hardworking, reliable, and consistently maintains a positive attitude. Her contributions have helped improve our team's efficiency and ability to serve clients effectively.

SOLUTION

How did you find Vintti?

Referral

Why did you select Vintti over others?

Referred to me

How many teammates from Vintti were assigned to this project?

1 Employee

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

Paola supports the firm’s internal tax preparation workflow, focusing on preparation, organization, and coordination of client tax returns.

Her role is primarily production-based, working within the firm’s software stack to ensure returns are accurately completed and ready for review. 

Her responsibilities include both individual and business returns depending on assignment volume and season demand, with emphasis on consistency, timeliness, and clean workpapers for reviewer efficiency.

Key Responsibilities:

Prepare individual and business tax returns (1040, 1120S, 1065 as assigned)

Organize and reconcile client-provided documents (K-1s, 1099s, W-2s, expense reports) Input and categorize data into tax software accurately

Review prior-year returns for consistency and carryforward items

Assist in identifying missing documents and flagging client follow-ups Support clean workpaper preparation for reviewer-level efficiency

Maintain task status updates in firm workflow system

Key Deliverables:

Completed draft tax returns (individual and/or business) ready for senior review 

Organized digital workpapers per client file (standardized format) 

Missing information request lists for clients (clearly itemized)

Notes on tax positions, adjustments, or anomalies requiring reviewer attention

Finalized “review-ready package” per assigned return

Performance Expectations

Accuracy in data entry and classification

Timely completion based on assigned deadlines

Minimal reviewer rework required

Clear documentation of assumptions and missing data

RESULTS & FEEDBACK

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

Increased Tax Return Throughput (Capacity Expansion)

Number of completed tax returns per week/month increased due to outsourcing support.

Clear separation of work allowed internal staff to focus on higher-value review work rather than first-pass preparation. 

Demonstrates success when backlog no longer grows during peak season.

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

The team consistently met deadlines, facilitated communication and followed up. 

What was your primary form of communication with Vintti?

Virtual Meeting

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

Communication and follow-up were excellent.

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

There are no areas for improvement at this time. 

BACKGROUND

Introduce your business and what you do there.

I'm the founder and managing director of Greenhouse Business Advisors. We partner with founders of fast-growing businesses to provide strategic financial planning, management, and coaching, helping them anticipate challenges, exceed financial targets, and build a valuable business.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Vintti?

We needed to hire a reliable part-time FP&A analyst to provide top-notch analysis support to our fractional CFO team.

SOLUTION

What was the scope of their involvement?

Vintti has identified the candidate, set up interviews at my request, gathered appropriate information based on my request, screened the candidates, and managed the contract process. The team has also provided some practical onboarding for the candidate, but no training.

What is the team composition?

We've worked with two teammates from Vintti.

How did you come to work with Vintti?

Vintti was referred to me.

What is the status of this engagement?

We started working with Vintti in January 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Vintti has delivered a good candidate who has improved our analysis quality, turnaround times, and efficiency.

How did Vintti perform from a project management standpoint?

Vintti has delivered on time and is very responsive and amenable to my needs. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Vintti has found great talent for us! 

Are there any areas they could improve?

I don't think there's anything they can improve on.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a family-owned supplement company offering vitamins and minerals for women at all stages, from preconception to postpartum and beyond, with a focus on traditional American values and pro-life principles.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Vintti?

We needed help sourcing talent from Latin America.

SOLUTION

What was the scope of their involvement?

Vintti discussed the qualifications we were looking for and helped us interview candidates. The team also sent us resumes and videos and ultimately helped us acquire one candidate. Vintti handled all steps of the process, including onboarding and post-hire support.

What is the team composition?

We worked with 2–5 teammates from Vintti.

How did you come to work with Vintti?

Vintti was referred to me.

What is the status of this engagement?

We worked with Vintti in April 2026.

RESULTS & FEEDBACK

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

We were able to see three different candidates and select the one we felt would be the best fit. The candidate has exceeded our expectations. We’ve been able to offload design work that was taking up a lot of our time. We’ve saved 10+ hours per week, and the quality of the work has gone up as well.

How did Vintti perform from a project management standpoint?

Vintti met all our expectations. The team was very organized and delivered everything in a timely manner. We communicated via email and messaging apps.

What did you find most impressive about them?

Vintti’s understanding of what we were looking for and the little involvement they needed from us in the process were impressive.

Are there any areas they could improve?

I can’t think of anything they could have done differently or better.

BACKGROUND

Please describe your company and position.

I am the Controller of Highland Electric Fleets, Inc.

Describe what your company does in a single sentence.

Fleet Electrication-as-a-Service, with a focus on EV school buses

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vintti to accomplish?

• Skilled accountant staff augmentation
• US time zones
• Affordable rates

SOLUTION

How did you find Vintti?

Online Search

Why did you select Vintti over others?

• Great culture fit
• Good value for cost
• Supportive sales and hiring teams

How many teammates from Vintti were assigned to this project?

2-5 Employees

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

Contract staffing of full-time, latin america-based accounting and finance professionals

RESULTS & FEEDBACK

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

Through Vintti, we were able to successfully replace an India-based accounting services firm that was not working well with Latin America-based accounting and finance professionals. The quality of the work product and the US-based time zone alignment has dramatically improved our experience with offshoring.

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

These are full time, contracted accounting and finance professionals with experience in the 2-4 year range. The work is being performed timely, they actively participate in team meetings and discussions, and are generally enthusiastic about supporting the business's growth.

What was your primary form of communication with Vintti?

• Virtual Meeting
• Email or Messaging App

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

The support, responsivness, and speed of Vintti's recruiting team.

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

When assiting with recruting for a new contractor role, it would be helpful to see batch sizes of candidates in the 5-6 range rather than 2-3 at a time.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Nova Family Care LLC, a multi-state telemedicine and primary care practice. We provide affordable same-day virtual healthcare services, including urgent care, chronic disease management, mental health visits, weight loss care, and medication refills.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vintti to accomplish for Nova Family Care?

We needed help finding a virtual assistant for our clinic.

SOLUTION

What was the scope of their involvement?

Vintti has helped us find a virtual assistant who is proficient in three different languages. The team has handled the recruitment process and onboarding.

What is the team composition?

We’ve worked with one teammate from Vintti.

How did you come to work with Vintti?

We found Vintti through an online search. We chose them because they had high ratings, and their pricing fit our budget.

How much have you invested with them?

The project cost is confidential.

What is the status of this engagement?

We started working with Vintti in May 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

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

We’re very pleased with the assistant Vintti has found for us. She is still part of our team. Since hiring her, we’ve been able to cut costs down, increase efficiency, and improve patient satisfaction. We’ve seen about 40% savings.

How did Vintti perform from a project management standpoint?

Vintti delivers on time. We communicate via virtual meetings.

What did you find most impressive about them?

Vintti is efficient and responsive every step of the way.

Are there any areas they could improve?

There’s nothing Vintti could improve on.

BACKGROUND

Introduce your business and what you do there.

I’m a partner at Pendas International PLLC, a CPA boutique advisory firm focused on helping foreign companies establish and grow their presence in the US.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Vintti?

We needed to hire a tax specialist for US and international taxes who spoke Spanish to deal with Spanish-speaking clients.

SOLUTION

What was the scope of their involvement?

Vintti found the right candidate who worked for us for two years. The team was involved in the entire process and was available for any questions.

What is the team composition?

We worked with one teammate from Vintti.

How did you come to work with Vintti?

We found Vintti through an online search. We chose them over other options because they were a great culture fit, offered good value for the cost, and were responsive and professional.

What is the status of this engagement?

We worked together from January 2024–December 2025.

RESULTS & FEEDBACK

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

The person we hired through Vintti was a very good fit for our team and project. They had a client orientation, efficient communication, and commitment.

How did Vintti perform from a project management standpoint?

Vintti delivered on time. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Vintti’s responsiveness and professionalism were impressive. They also listened to our needs and were flexible.

Are there any areas they could improve?

There’s nothing we can come up with.

BACKGROUND

Please describe your company and position.

I am the Founder of Quality Financial Data

Describe what your company does in a single sentence.

Bookkeeping and financial data

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vintti to accomplish?

• Add an employee
• Get new clients updated
• Maintain clients

SOLUTION

How did you find Vintti?

Online Search

Why did you select Vintti over others?

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

How many teammates from Vintti were assigned to this project?

1 Employee

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

Independent bookkeeping

RESULTS & FEEDBACK

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

Employee identified, hired, completed project

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

Yes

What was your primary form of communication with Vintti?

• Virtual Meeting
• Email or Messaging App

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

Customer service is great. Communication is excellent.

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

No. I am happy with Vintti's performance. 

BACKGROUND

Please describe your company and position.

 I am the co-founder of a fractional CFO and bookkeeping firm.

Describe what your company does in a single sentence.

Fractional CFO and bookkeeping for ecommerce brands

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vintti to accomplish?

• Hire great people

SOLUTION

How did you find Vintti?

Referral

Why did you select Vintti over others?

• Good value for cost
• Referred to me

How many teammates from Vintti were assigned to this project?

2-5 Employees

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

 Recruiting of team members: they did a great job tailoring the search to our specifications and providing timely responses and moving candidates through the pipeline fairly quickly. 

RESULTS & FEEDBACK

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

we had new contractors we started to work with

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

yes always in close communication with us to keep things on track and responded quickly and thoroughly to any feedback

What was your primary form of communication with Vintti?

• Virtual Meeting
• Email or Messaging App

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

They provided great client service and communication.

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

no they did a great job

BACKGROUND

Please describe your company and position.

I am the Executive of Financial Foothold

Describe what your company does in a single sentence.

Virtual Accounting Firm

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vintti to accomplish?

• Executive Assistant

SOLUTION

How did you find Vintti?

Other

Why did you select Vintti over others?

Pricing fit our budget

How many teammates from Vintti were assigned to this project?

1 Employee

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

Vintti provided candidates for Executive Assistant

RESULTS & FEEDBACK

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

I hired an Executive Assistant

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

Yes

What was your primary form of communication with Vintti?

• Virtual Meeting
• Email or Messaging App

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

They have great candidates for me to pick from. The hiring process was simple, and I was happy with the results.

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

No

BACKGROUND

Introduce your business and what you do there.

I'm the owner of Driver Accounting Inc., a Canadian Accounting Firm. We provide comprehensive bookkeeping, payroll, tax filing, and financial management services for contractors, streamlining and automating the financial side of their business.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Vintti?

We needed to find staff in Central or South America for our accounting firm.

SOLUTION

What was the scope of their involvement?

Vintti has sourced talent in various regions, sent profiles for our review, set up interviews, sat in on interviews, followed up after interviews to get our feedback, provided our selected candidate with equipment, and followed up to ensure we were satisfied with the hire.

What is the team composition?

We've worked with 2–5 teammates from Vintti.

How did you come to work with Vintti?

We found them through an online search. We chose them over other options because they offered services in a preferable time zone for us.

What is the status of this engagement?

We started working with them in October 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We've had a positive experience with the hiring process and the employees we've hired. Vintti has had a very positive impact on our business, and the staff is friendly, responsive, and always looking for ways to add more value to our firm. We highly recommend working with them for near-shore hires.

How did Vintti perform from a project management standpoint?

Vintti's project management is great; they deliver on time. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Vintti's dedication to client service and ensuring our complete satisfaction is impressive.