Wasserman Accounting CPA

BACKGROUND

Please describe your company and position.

I am a Director at Prevention Digital

Describe what your company does in a single sentence.

We are dedicated to delivering digital excellence and digital marketing solutions that drive growth and success in the healthcare industry. Let us help you transform your digital presence and take your healthcare brand to new heights.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wasserman Accounting CPA to accomplish?

• accounting
• pay role
• vat

SOLUTION

How did you find Wasserman Accounting CPA?

Online Search

Why did you select Wasserman Accounting CPA over others?

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

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

The accounting firm provided ongoing financial support for my business, covering all the essential day-to-day and year-end accounting tasks. Their role included maintaining accurate monthly records, managing payroll, preparing statutory filings, and ensuring everything remained compliant with HMRC and Companies House. They also handled VAT where needed and offered general advice on accounting questions as they came up.

Their work involved regular communication about deadlines, requests for information, and updates on the status of filings. The overall aim was to keep the business financially organised, compliant, and up to date:

Bookkeeping for all transactions
Bank and payment reconciliations
Ongoing maintenance of financial records
Monthly payroll processing
RTI submissions
Payslip generation
Quarterly VAT preparation and submission
Reconciliation of VAT accountsYear-end accounts
Companies House filings
Corporation tax return (CT600)
 Responses to accounting queries
Advice on tax and compliance matters
Reminders and updates on upcoming deadlines 

RESULTS & FEEDBACK

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

All statutory filings submitted on time.
Accurate monthly accounts maintained with reconciled bank and payment records.
Payroll processed correctly each month.
VAT returns completed and submitted without issues.
Year-end accounts and corporation tax return prepared and filed as required. 

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

Their project management was steady. Most core items were delivered on time, and statutory deadlines were met. Communication was generally clear, and they responded to my needs when asked. They provided updates when required and handled tasks in a reliable, organised way.

What was your primary form of communication with Wasserman Accounting CPA?

Virtual Meeting

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

The most impressive aspect was their consistency. They handled the essential accounting tasks reliably and kept everything compliant without any drama. Their steady approach and clear communication made the day-to-day accounting side of the business run smoothly.

Are there any areas for improvement or something Wasserman Accounting CPA could have done differently?

no

BACKGROUND

Introduce your business and what you do there.

I'm the COO of a consulting company that specializes in expert SEO and digital marketing services to help businesses accelerate sales, improve ROI, and enhance their online presence for sustained growth.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wasserman Accounting to accomplish for Direction.com?

My objective with Wasserman Accounting is to have a tightly run, proactive finance partner that delivers clean monthly books, clear performance reporting, and reliable guidance on taxes and cash flow.

SOLUTION

What was the scope of their involvement?

Wasserman Accounting provides end-to-end support for our growing agency, including monthly bookkeeping and financial statements, cash flow and profitability reporting, and proactive tax planning. The main deliverables are clean monthly books, clear reports I can make decisions from, and a tightly managed calendar for tax filings and key deadlines.What stands out about Wasserman Accounting is how focused they are on giving owners usable numbers, not just compliance.
From their process and materials, it's clear they emphasize clean monthly financial statements (P&L, balance sheet, cash flow), recurring KPI-style reports, and cash flow visibility. They talk a lot about helping agencies understand profitability by service line and making tax planning an ongoing conversation instead of a once-a-year scramble, which is exactly the kind of reporting focus I look for in a finance partner.

What is the team composition?

I'm unsure about the number of teammates from Wasserman Accounting assigned to our project.

How did you come to work with Wasserman Accounting?

We found them through an online search. We chose them because our company values aligned.

How much have you invested with them?

We've spent a confidential amount.

What is the status of this engagement?

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

RESULTS & FEEDBACK

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

Wasserman Accounting checks all the boxes. The way I measure progress with an accounting firm like Wasserman Accounting is pretty concrete: monthly books closed within a set number of days, clean financial statements with minimal corrections, clear cash flow visibility for planning, and taxes handled ahead of deadlines with no surprises. 
Those are the kinds of outcomes I care about and expect from a firm I'm willing to recommend. Overall, their communication and ability to ensure I have everything I need to run my business are impressive.

How did Wasserman Accounting perform from a project management standpoint?

Wasserman Accounting's project management is perfect. Our primary form of communication is virtual meetings.

What did you find most impressive about them?

Wasserman Accounting's communication and ability to ensure I have everything I need to run my business are impressive.

Are there any areas they could improve?

No, their communication is clear, timelines are honored, and everything is handled in an organized, professional way from start to finish.