Wishup

BACKGROUND

Please describe your company and position.

I am an executive at TelServ Communication Services

Describe what your company does in a single sentence.

We help businesses reduce costs and modernize their communications by delivering streamlined voice, data, and connectivity solutions through a single, trusted partner.

OPPORTUNITY / CHALLENGE

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

• Offload administrative and operational tasks that were pulling me away from sales and strategic work

SOLUTION

How did you find Wishup?

Online Search

Why did you select Wishup over others?

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

How many teammates from Wishup were assigned to this project?

1 Employee

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

Provide ongoing administrative and operational support across daily business activities
Manage email, scheduling, follow-ups, and task prioritization to keep workflows moving efficiently
Support sales and customer-related tasks, including document preparation and coordination
Maintain organization across systems, files, and processes to ensure accuracy and consistency
Handle recurring tasks and ad hoc requests with reliability and attention to detail

RESULTS & FEEDBACK

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

Increased daily usage from 2 hours to nearly 4 hours within the first week due to demonstrated value and reliability
Improved personal productivity, with faster task turnaround and fewer operational bottlenecks
Reduced time spent on administrative work, allowing greater focus on sales, strategy, and customer relationships
More consistent follow-ups and improved responsiveness across daily operations
I

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

Pankaj, my virtual assistant, demonstrated strong project management from the start. Tasks were clearly tracked, priorities were well understood, and deliverables were consistently completed on time. He was highly responsive to my needs and communicated proactively as priorities evolved. Over time, he became a trusted advocate and someone I genuinely consider a friend, which speaks volumes about his professionalism and commitment.

What was your primary form of communication with Wishup?

• In-Person Meeting
• Virtual Meeting

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

What stood out most was their structured approach to accountability, especially the weekly follow-up meetings. Those check-ins ensured priorities stayed aligned, progress was reviewed, and nothing slipped through the cracks. It created a rhythm of continuous improvement rather than a set-and-forget experience.

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

At this stage, there are no major areas for improvement. The onboarding was smooth, communication has been consistent, and expectations were clearly set from the start. If anything, continued scaling of resources as needs grow would be the only consideration, and WishUp has been responsive in that regard.

BACKGROUND

Please describe your company and position.

I am the Founding Partner of Stratus Data

Describe what your company does in a single sentence.

Stratus Data is a consulting firm that helps businesses manage and analyze their data to improve decision-making and operational efficiency.

OPPORTUNITY / CHALLENGE

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

• Delegate recurring back-office tasks like scheduling, inbox management, and CRM updates.
• Support executive-level coordination so our partners could focus more on client strategy.
• Improve internal organization by keeping track of follow-ups, documentation, and expense tracking.

SOLUTION

How did you find Wishup?

Referral

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

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

We worked with Wishup to bring on a Virtual Assistant who took over several time-consuming operational responsibilities. This included managing multiple partner calendars, coordinating client meetings, monitoring our shared inbox, and organizing data files. They also maintained our CRM, created simple reports, and tracked expenses on a weekly basis. Their ability to quickly adopt our internal tools like Google Workspace, Slack, and HubSpot meant we didn’t lose time during onboarding.

RESULTS & FEEDBACK

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

We gained back roughly 12–15 hours a week across the leadership team, which we redirected into client projects. Missed emails and scheduling conflicts dropped noticeably within the first month, and our CRM data was consistently up to date, which improved our client communication flow.

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

Their approach was very structured. Tasks were delivered when promised, and they were always quick to check in if priorities shifted. We appreciated that the account manager reached out regularly to make sure everything was on track.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

The quality of the assistant we received. They were already trained on most of the platforms we use, so we didn’t have to invest time in training. We had tried hiring through Fiverr before, but the reliability wasn’t there. With Wishup, the consistency and accountability are far better.

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

The only thing I would mention is more overlap with our time zone in the early days, but once we raised it, they quickly adjusted the schedule.

BACKGROUND

Please describe your company and position.

I am the VP of The Wood Agency

Describe what your company does in a single sentence.

The Wood Agency is a full-service advertising agency that develops creative campaigns, branding, and media solutions for clients across industries.

OPPORTUNITY / CHALLENGE

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

• Bookeeping
• Our goal was to have cleaner books, better visibility into project costs, and a more reliable month-end close without adding a full-time hire.

SOLUTION

How did you find Wishup?

Referral

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

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

They provided us with a dedicated virtual assistant who specialized in bookkeeping and financial admin. Their responsibilities included entering invoices from clients and vendors into QuickBooks, reconciling credit card and bank statements, tracking expenses for different campaigns, and preparing reports for monthly reviews. They also helped organize our financial records so that the leadership team could quickly access project-level data whenever needed.

Over time, we expanded their role to include maintaining an updated accounts receivable log and following up on overdue client payments. This was especially useful because it reduced the lag between project delivery and cash collection, which can be a pain point in agencies.

RESULTS & FEEDBACK

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

The've been improvements in accuracy and turnaround time for our bookkeeping tasks. Month-end reconciliation, which used to take our in-house staff up to a week, was consistently completed within three days. Our project managers now have more accurate budget reports to guide client conversations, and our leadership team has up-to-date visibility into cash flow. We also reduced late payment issues because Wishup kept on top of client follow-ups.

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

Communication was smooth and reliable. Our assistant worked within our time zone and always provided updates through Slack and weekly reports via email. Whenever we needed an adjustment like adding a new reporting format they quickly adapted without any pushback. Deliverables such as reconciliations and reports were always on time, and in many cases earlier than expected.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

I was most impressed by how quickly their assistant got up to speed with our tools and workflows. They were already trained in QuickBooks and Google Workspace, which meant we didn’t waste time onboarding. Their attention to detail also stood out. Even small discrepancies in vendor invoices were flagged and resolved before they turned into bigger issues.

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

Honestly, our experience has been overwhelmingly positive. 

BACKGROUND

Please describe your company and position.

I am the Director

Describe what your company does in a single sentence.

We offer IT consulting and infrastructure support for small to mid-sized businesses.

OPPORTUNITY / CHALLENGE

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

• Bookkeeping
• The goal was to maintain clean records, stay on top of invoices, and avoid the usual last-minute scramble before tax deadlines.

SOLUTION

How did you find Wishup?

Referral

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

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

• Our assigned VA from Wishup was responsible for: Recording transactions and categorizing expenses, managing accounts payable and receivable, reconciliation of bank and credit card statements.
• Generating monthly financial summaries for internal review, keeping our QuickBooks updated weekly, keeping our QuickBooks updated weekly.
• Coordinating with our external accountant to prep for quarterly filings, they also flagged any missing receipts or irregular entries for our review, which helped us stay audit-ready without much back and forth.

RESULTS & FEEDBACK

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

We went from inconsistent recordkeeping to having clean books updated weekly. This helped us make faster financial decisions, especially when pitching for a new client or planning expenses. There were fewer errors and corrections needed by our accountant. No delays in vendor payments either, which helped us keep a good rep with partners.

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

Everything was delivered on time, consistently. The VA kept to a clear weekly schedule and checked in if anything looked off or was missing. We communicated mostly through email and Slack, and they were always prompt and clear. I liked that they were comfortable with our existing tools and didn’t need to be trained from scratch.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

We're most impressed with their reliability. I’ve worked with a few freelance bookkeepers in the past, and there was always some hand-holding or chasing involved. With Wishup, the person we got was experienced, understood the work, and just handled things. Also, the onboarding took less than an hour, which surprised me considering how quickly they picked up our processes.

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

Honestly, none at all. It was a solid experience. 

BACKGROUND

Please describe your company and position.

I am the CEO of The RSS Group International, Inc.

Describe what your company does in a single sentence.

The RSS Group is a full service supplier of industrial shop equipment. We offer a full line of pressure washing equipment, chemicals, air compressors, modular aluminum airlines, welding equipment, tools, fasteners and shop supplies. 

OPPORTUNITY / CHALLENGE

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

• Bookkeeping
• Monthly financial reports
• Assisting with financial document preparation

SOLUTION

How did you find Wishup?

Referral

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

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

We’ve been working with Wishup for quite a while now, and the assistant they assigned handles all of our basic accounting tasks. This includes entering daily transactions, managing our QuickBooks account, tracking vendor payments, and updating our client invoices. They also generate profit and loss reports at the end of every month and give us a breakdown of pending receivables. Once a quarter, we review everything together just to make sure all records are in order. Everything is shared with us in Google Drive, and we also get a short monthly summary via email highlighting any key updates or issues that need attention.

RESULTS & FEEDBACK

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

Before working with Wishup, we had a lot of delays in organizing our records, especially during tax season. Since they came on board, our books are always up to date. We haven’t missed a reporting deadline in over a year, and everything is now more organized. Our accountant also noticed fewer mistakes and said the documents are cleaner and easier to work with. That saved us time and money during our last filing.

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

Yes, they’ve always been on time. The assistant we work with is very consistent. If anything is unclear, they ask right away rather than guess. We’ve had a few urgent requests, like pulling reports on short notice, and they’ve never failed to deliver. Communication is mostly through email, and occasionally we hop on a call if something needs a quick decision.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

The thing that impressed me the most is how little supervision they need. Once we gave access to our systems, they just got into the rhythm and handled the work. I didn’t have to chase or remind them to send anything. Also, their understanding of bookkeeping is solid they caught a few small errors we had missed in past records and flagged them early.

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

So far, everything has been going well. No complaints from our side.

BACKGROUND

Please describe your company and position.

I am the COO of Centriq Technology, LLC

Describe what your company does in a single sentence.

Centriq Technology, LLC builds digital tools and platforms for businesses in the tech and internet space to help manage data and internal workflows.

OPPORTUNITY / CHALLENGE

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

• Bookkeeping
• Monthly financial reports
• Reconciliation of accounts

SOLUTION

How did you find Wishup?

Referral

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

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

Wishup’s has been handling our day-to-day financial records, keeping track of invoices and expenses, and preparing monthly financial statements. They also help us reconcile bank statements at the end of each month. They joined our accounting software, QuickBooks, and have access to all the necessary tools, including our shared email and document folders. Deliverables each month include updated financial statements, a reconciliation summary, and a note highlighting any issues or things we should be aware of.

RESULTS & FEEDBACK

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

Since Wishup stepped in, we’ve had timely reports every month, with error-free records. Our financials are now consistently updated, which also made things a lot easier during tax season. We’ve also been able to make quicker decisions based on clear numbers. The most noticeable result has been: No delays in preparing financial summaries.

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

They’ve been reliable with deadlines and very responsive to questions. If we ever needed something urgently, they got back to us quickly and usually delivered the same day. We’ve been working together for quite a while now, and they’ve never missed a monthly deliverable. Communication is simple and clear, mostly over email and Zoom when needed.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

What stands out is how easy it was to get started and how quickly they understood our system. We didn’t need to spend weeks training them. Their attention to detail and consistency has been a huge help. Also, we’ve had the same assistant the whole time, which has really helped with continuity.

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

Honestly, nothing at all. They’ve been great.

BACKGROUND

Please describe your company and position.

I am the Founder of Dryden Labs, LLC.

Describe what your company does in a single sentence.

Dryden Labs is a digital agency specializing in the development and integration of web based applications for small and medium sized businesses.

OPPORTUNITY / CHALLENGE

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

• Wishup handled our bookkeeping, categorized expenses, tracked invoices, and maintained accurate monthly records.

SOLUTION

How did you find Wishup?

• Online Search
• Clutch Site

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

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

Our business was growing, and I found myself falling behind on financial tasks. Wishup stepped in to take over everything related to bookkeeping. They cleaned up our old records, helped us get fully caught up on reconciliations, and made sure everything matched across accounts. Each month, they provided a clear summary of expenses and income, flagged anything unusual, and helped with invoice follow-ups when clients were late to pay. I didn’t have to worry about whether something had been logged or not it was just done, and done right.

RESULTS & FEEDBACK

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

One of the first things I noticed was how much less I was stressing about numbers. Before, I’d always have that nagging feeling something was off in the books. After a few weeks working with Wishup, I stopped worrying. Everything was organized, easy to find, and accurate. We even found a few billing errors from vendors that we wouldn’t have noticed otherwise. Having solid financial data also helped us pitch with confidence during a recent investor conversation.

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

They were solid across the board. Reports arrived on time, questions were answered quickly, and I never had to chase anything. If I asked for something extra like a breakdown of one specific expense category they handled it without hesitation. I appreciated that they were polite and professional but also relaxed in their communication. It was easy to get things done without too much back and forth.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

They didn’t just “do the work” they actually cared that it was done right. That sounds simple, but it’s rare. Most virtual assistants or bookkeeping services just check boxes. Wishup was thoughtful, double-checked things, and made sure I understood what I was looking at. It felt like having someone on my team, not just someone doing a task.

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

Honestly, I can’t think of anything that stood out as a weakness. Everything was handled smoothly. If anything, I’d say it would be cool if they offered more financial guidance or tips based on the data they’re already working with. But in terms of actual bookkeeping, they nailed it.

BACKGROUND

Please describe your company and position.

I am the Managing Director of Three Twenty Group

Describe what your company does in a single sentence.

Three Twenty Group is a global accelerator that helps early-stage blockchain and Web3 startups design, develop, and launch their products by providing mentorship, market research, funding guidance, and strategic planning.

OPPORTUNITY / CHALLENGE

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

• We hired Wishup for primarily supporting our team in day-to-day virtual assistance, including scheduling, inbox management, research and light operational duties that consumed too much of our time.

SOLUTION

How did you find Wishup?

Referral

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

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

The Wishup assistant helped with calendar management, scheduling across time zones, helped organize inbox, and with basic administrative work such as document preparation and follow ups. Then over time we began to trust them with competitor research, creating spreadsheets of prospects and even some minor CRM tasks. On a few occasions they also helped to organize logistics of online events and investor calls. They documented it all well, shared their updates regularly, which was beneficial for the handovers.

RESULTS & FEEDBACK

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

One very noticeable impact was the amount of time it freed up for our core team. I used to easily waste over an hour a day just in scheduling and alleviating inbox clutter - I think now it is down to 10-15 minutes. Additionally, we were able to advance with a few projects.

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

We never had an issue with deadlines. In fact, we were often early. It was always easy to communicate freely and consistently with them, and we felt like we could give any kind of feedback without any problem. If we requested a tweak to a process or wanted something new added to a process, they would execute without blinking an eye. I never felt like I had to chase things or explain things more than once. 

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

Consistency was the standout for me. I've worked with freelancers and VAs in the past, and there's usually some drop off after a few weeks and sort of a lessening of quality - not here. The quality was consistent, and they felt like a part of the team. I also appreciated that there is a back up in the again unlikely event something needed to happen as in the only time our VA took a day off, someone else stepped in, and nothing fell through the cracks.

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

Honestly, everything went very well. The experience exceeded our expectations. We haven’t run into any issues, and the support we’ve been receiving has been consistent throughout. If anything, I’d just say to keep doing exactly what they’re doing.

BACKGROUND

Please describe your company and position.

I am the Partner of Forbes Technology Council

Describe what your company does in a single sentence.

The Forbes Technology Council is an invite-only community for senior tech leaders to connect, share insights, and publish thought leadership on Forbes.com.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Wishup to accomplish?
I hired Wishup to take over day-to-day bookkeeping tasks so I could stop worrying about categorizing transactions and reconciling accounts every month.

SOLUTION

How did you find Wishup?

• Online Search
• Clutch Site

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

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

The scope started with basic bookkeeping like monthly reconciliations, organizing expense categories, and making sure everything was logged properly in QuickBooks. Over time, I handed off more responsibility such as managing invoices, preparing financial summaries, and coordinating with my accountant ahead of quarterly filings. They also tracked due dates for recurring payments and vendor invoices, which helped avoid delays and late fees.

RESULTS & FEEDBACK

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

Before working with Wishup, I was always catching up on financials at the end of the month. Now, I get regular updates and know exactly where things stand without chasing numbers. My CPA even commented during tax season that everything was far more organized this year. I’ve saved a lot of time and avoided small errors that were adding up. It’s also been easier to make decisions with cleaner reports.

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

They’ve been very consistent. Everything arrives on time including monthly summaries, reconciliations, and reminders for approvals. If I needed something changed or explained, they always responded quickly and never made me feel like I was asking for too much. I never had to follow up twice, which I appreciated.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

Reliability. A lot of outsourced bookkeeping options sound great at first, but the follow-through doesn’t always match. With Wishup, the work actually gets done and I don’t have to micromanage it. That kind of dependability is rare. Also, they matched me with someone who already understood the needs of my business, which made onboarding smoother.

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

Nothing comes to mind. The experience has been smooth overall, and they've handled everything I needed without any issues.

BACKGROUND

Please describe your company and position.

I am the Head of Marketing of Pressable

Describe what your company does in a single sentence.

Pressable's hosting provides a managed hosting service specifically for WordPress websites, offering a blend of speed, scalability, and security to ensure your site functions reliably and efficiently

OPPORTUNITY / CHALLENGE

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

• As our marketing team grew busier, I needed help with staying on top of admin work—things like scheduling, following up with leads, and keeping our inbox organized. The goal was to free up time so the team could focus on strategy and execution.

SOLUTION

How did you find Wishup?

• Online Search
• Clutch Site

Why did you select Wishup over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

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

The VA handled my calendar, made sure meetings were set up correctly, followed up with both internal and external contacts, and kept our inbox clean and organized. She also built email lists for outreach, helped research tools and vendors, and coordinated with candidates during a small hiring push. On top of that, she helped with travel bookings and internal gifting during the holidays.

RESULTS & FEEDBACK

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

I started spending way less time on admin and more time on the work that actually moves the needle. Meetings were better organized, follow-ups weren’t slipping through the cracks, and we stayed ahead on small but important tasks like research and outreach. It made a real difference in my day-to-day productivity.

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

Yes, tasks were always done on time. If anything changed or needed clarification, the VA communicated clearly and quickly. The Wishup team also checked in regularly, which made it feel like a managed service.

What was your primary form of communication with Wishup?

• Virtual Meeting
• Email or Messaging App

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

They made onboarding super easy. They've quickly grasped our tools and processes, have asked smart questions, and haven't needed much hand-holding. She felt like part of the team within the first week.

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

Nothing major. Any time we had feedback, they responded quickly and made adjustments. I’ve already recommended them to a few colleagues.