Wasserman Accounting

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.