1840 & Company

BACKGROUND

Please describe your company and your position there.

I own an Accounting/Bookkeeping Services business.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire 1840 & Company, and what were your goals?

Needed assistance with the repetitive and time consuming processes for client bookkeeping services and record keeping/organization of files.

SOLUTION

How did you select this firm and what were the deciding factors?

I received a recommendation to use 1840 & Co from an acquaintance who had used them, and he had great things to say about their ability to find the right person for the role, someone who has the necessary skills and time availability to meet your business needs. This has all been accurate and I'm thankful for the referral.

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

Required approximately 10 to 15 hours per week, with someone that has accounting software experience and excellent use of spreadsheets.

Describe their billing or cost structure.

Advance monthly billing, with estimated hours billed and variance of actual use during prior month adjusted.

How many resources from the firm's team worked with you, and what were their positions?

One tea member, and they have worked with me an an Accounting Administrator/Bookkeeper.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

Very pleased with the engagement so far after 6 months and will continue with the services. I've delegated numerous tasks to the individual who has been working with me and they are completed in a timely manner. The team member is always willing to put in extra effort and take on additional responsibilities. I've been able to increase my client load by 25% since using this service.

Describe their project management style, including communication tools and timeliness.

The 1840 & Co team takes great care in managing this engagement, taking the time to do a needs analysis, find the right person for the role, and performing check-ins to ensure everything is going well.

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

Their access to so many different markets and countries globally.

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

No, I've been pleased with everything so far.

BACKGROUND

Please describe your company and your position there.

Bluestone Lane is an Australian-inspired coffee shop, cafés & lifestyle brand committed to providing a genuine daily escape for all our locals. We offer premium coffee and healthy and delicious eats through an always welcoming experience that embraces our ‘Aussie’ approach to life. Bluestone Lane Coffee is influenced from the renowned coffee culture hub of Melbourne Australia, where premium coffee is a way of life. We love our teams and are dedicated to supporting their personal and professional growth.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire 1840 & Company, and what were your goals?

As the VP of Finance I am responsible for the Accounting and Finance function. 1840 has enabled us to be more proactive with back office functions as we scale the business.

SOLUTION

How did you select this firm and what were the deciding factors?

We selected 1840 based on our needs and their ability to source and onboard offshore talent

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

The scope continues to expand, we started with 1 AP analyst, and now have 4 in the AP team and 1 accountant. We plan to continue to expand our relationship as the business grows.

Describe their billing or cost structure.

Simple and transparent monthly billing that makes it easy to understand the cost and also the benefits of this team.

How many resources from the firm's team worked with you, and what were their positions?

We have worked with many members of the team and will continue top work with more.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

no

Describe their project management style, including communication tools and timeliness.

Email

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

We were impressed with their clear and concise communication and the ability to source qualified offshore talent

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

No

BACKGROUND

Introduce your business and what you do there.

I’m an executive at a global incubator and accelerator for startups.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with 1840 & Company?

We hired 1840 & Company to do outsourcing for our HR needs around the world.

SOLUTION

What was the scope of their involvement?

1840 & Company provides us with HR services. Whenever we need staff, we send them our requirements, instructions, and detailed job description pertaining to the position we're looking for. From there, they make a selection of candidates and provide theming and an initial assessment. Then, they send us the candidates they've selected. 

What is the team composition?

I work with two teammates from 1840 & Company: the CEO and the main HR manager.

How did you come to work with 1840 & Company?

We've had a long relationship with them; they've done recruitment for us in the past.

What is the status of this engagement?

We started working together in May 2022, and the engagement is still ongoing.

RESULTS & FEEDBACK

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

1840 & Company responds very quickly and provides a good selection of the right candidates. They're like a matchmaker for staff; they provide exactly what we're looking for, which is rare. Moreover, the resources they find can start working immediately. 

How did 1840 & Company perform from a project management standpoint?

They're quick, timely, efficient, and communicate effectively. We use enterprise software called HUI to collaborate and Whereby for our meetings. 

What did you find most impressive about them?

1840 & Company helps me recruit exactly what I'm looking for.

Are there any areas they could improve?

None; I'm happy with their work.

Any advice for potential customers?

I would definitely recommend 1840 & Company highly!

BACKGROUND

Please describe your company and position.

I am the Director of Customer Support of (a/an) Software

Describe what your company does in a single sentence.

SaaS platform for fashion wholesale management

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 1840 & Company to accomplish?

• Customer Support

SOLUTION

How did you find 1840 & Company?

Online Search

Why did you select 1840 & Company over others?

• Great culture fit
• Good value for cost

What was the size of 1840 & Company’s team?

6-10 Employees

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

1840 provided us with multiple agents to work our customer support channels (chat, email, and phone). Key deliverables included maintaining our KPIs such as 96% CSAT, 15 second first reply time for chat, and 4-hour first reply time for email. They also covered shifts/hours across the globe, including EU, US, Australia, and Japan.

RESULTS & FEEDBACK

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

• CSAT 96%
• Chat average first reply 15 seconds
• Email average first reply <4 hours

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

Super responsive and flexible to accommodate for our shifting needs in terms of hours covered, budget, specializations/areas of focus for their agents. They are an exemplary partner.

What was your primary form of communication with 1840 & Company?

• Virtual Meeting
• Email or Messaging App

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

Their flexibility around and understanding of our shifting needs.

Are there any areas for improvement or something 1840 & Company could have done differently?

N/A

BACKGROUND

Please describe your company and your position there.

We are a tech company. I am the HR Manager.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire 1840 & Company?

They hired a team of 6 employees to help us with Data Verification

SOLUTION

How did you select this firm and what were the deciding factors?

I googled them and after speaking to Bryan, we felt confident that they would be a good fit for us.

Describe the project in detail and walk through their service package.

The team sourced candidates for us from the Philipines to do data verification for our company and now we work with them to do payroll.

How many resources from the vendor's team worked with you, and what were their positions?

I believe we worked with 4 people

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

The team moved quickly to source quality candidates for us. We were able to have a team start within 2 weeks of them starting their search.

How effective was the workflow between your team and theirs?

It was effective

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

They moved quickly and provided quality candidates.

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

This was our first time using a company like theirs so I would have liked some more handholding. I also think an online portal for me and my team to login to would be beneficial in order to stay organized.