Worry Free CPA

BACKGROUND

Please describe your company and position.

I am the President of Factor 1

Describe what your company does in a single sentence.

Web services for small and medium businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Worry Free CPA to accomplish?

• Create reports for monthly and quarterly forecasting
• Accurate bookkeeping for all accounts

SOLUTION

How did you find Worry Free CPA?

Referral

Why did you select Worry Free CPA over others?

• Close to my geographic location
• Pricing fit our budget
• Company values aligned

How many teammates from Worry Free CPA were assigned to this project?

1 Employee

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

All growing businesses need two things: sales, and a good handle on their money. I can say without a doubt, that Stephanie added massive value to the financial management of our organization. From cash on hand forecasting to account review, Stephanie has always been very detailed, efficient, and organized in providing the financial dashboards needed to steer a growing company. She is dedicated to getting things right, passionate about sound financial practices, and able to sort out the important from the urgent.

RESULTS & FEEDBACK

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

Amazing reports and tracking to always have a clear pulse on my business finances, future shortcomings, and strategies to mitigate them. 

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

Fast response times and clear communication are the norm for Worry Free CPA. If something needed a few days or a week to complete, that was always made clear and these timelines were always hit, never extended. 

What was your primary form of communication with Worry Free CPA?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

Roles and responsibilities are always owned and lived up to. Its exactly what we needed in a fractional CPA on our team. 

Are there any areas for improvement or something Worry Free CPA could have done differently?

None