Accounting Bookkeepers

BACKGROUND

Introduce your business and what you do there.

I’m the principal, business development manager, and operations manager at Barcode Industrial Systems Inc. We provide consumables, including labels and ribbons, to various business industries.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Accounting Bookkeepers?

We hired them to provide accounting and back-office services. We had in-house accounting and also outsourced some aspects of it before. However, now we’re now using Accounting Bookkeepers for most of it.

SOLUTION

What was the scope of their involvement?

They provide bookkeeping and accounting services, and they handle all customer and contact information for purchase orders and invoices. They also assist us with our annual tax returns.

What is the team composition?

I work with around 2–3 different members of their team, but Faisal (Founder) is my main point of contact — he’s the operations manager.

How did you come to work with Accounting Bookkeepers?

We placed an ad, which they responded to. 

What is the status of this engagement?

We started working together around 2016, and the partnership is ongoing.

RESULTS & FEEDBACK

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

Accounting Bookkeepers communicates well with the customers. Sometimes, customers are in a crisis situation and need emergency shipments or support, and I can count on them to reach out and take care of them.

Also, supply chains occasionally have situations with shipping, lead times, or product and price changes. Accounting Bookkeepers does a pretty good job of communicating that information to our customers and getting them out of their crises. I rely on Accounting Bookkeepers in all aspects.

How did Accounting Bookkeepers perform from a project management standpoint?

We communicate through phone calls, video calls, text messages, and emails.

What did you find most impressive about them?

The Accounting Bookkeepers’ team is sincere and honest, and I feel like I can trust them. I’ve been working with them for many years. They seem to have pretty good integrity and trustworthiness amongst the different individuals within the organization.

Are there any areas they could improve?

I don’t think there’s anything they could improve. Whenever there’s an issue or something that can be improved, I address it, and it usually works out well.

Any advice for potential customers?

Just do what Accounting Bookkeepers normally does. Work closely with them, and partner with the supply chains. If you’re transparent, everything will work out well. 

BACKGROUND

Introduce your business and what you do there.

I’m the VP of operations at a development company. We provide dev support and technical support to marketing agencies and short-handed marketing departments.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Accounting Bookkeepers?

We had in-house people before and decided that we needed to make a transition to an outsourced agency with a broader skill set.

SOLUTION

What was the scope of their involvement?

The Accounting Bookkeepers team does all of our bookkeeping as well as providing financial and tax consulting, handling our billing operations, and conducting ROI analysis and accounts receivable collection. They also communicate with and onboard our own clients for us in order to streamline that process and set up billing, lease payments, and timesheets for them.

What is the team composition?

On a daily basis, we were in communication with one member of their team who is dedicated to our account, but every week we have a call with them and their manager as well. Beyond that, we have access to their ownership whenever we need, so I would say there are a total of three people involved in our account.

How did you come to work with Accounting Bookkeepers?

They came to us through word of mouth referral, and we decided to give them a shot.

How much have you invested with them?

We’ve spent between $20,000–$30,000 in total.

What is the status of this engagement?

We started working with them in October 2017, and the partnership is still ongoing.

RESULTS & FEEDBACK

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

They’ve helped us in an incredible number of ways. Turning our accounts receivable into payments is a big part of what they do. Their team also migrated our accounting system from one platform to another, which turned out to be a really good recommendation. They’ve helped us get our expenses categorized on a weekly basis to evaluate how much money is going in and coming out.

We tend to run a lot of decisions by them within the company, such as whether or not we can hire more people and what the effects of that will be, or whether we should sponsor a marketing event. Their insight on all of those things is incredible, and they really aren’t afraid to get into the weeds of our business with us, which we really appreciate.

How did Accounting Bookkeepers perform from a project management standpoint?

Our teams take calls on a weekly basis to make sure everyone is on the same page about things, but it’s very easy to contact them outside of that as well. We make use of a tool called Rocket Chat for smaller communications, as well as Skype when we need to meet face to face.

Internally, they use Trello to manage their own tasks as a department, but we have never had a need to get involved on that level of detail, which I think is a bonus for us in terms of the time we spend on the project.

What did you find most impressive about them?

I think their flexibility is one of the biggest bonuses for us. The fact that they are able to provide us with all different kinds of accounting-related services all in one place is a huge win for us and for the efficiency of all of those processes.

Are there any areas they could improve?

Getting to the point with an outsourcing agency where they can function as an in-house team is always the biggest challenge with these kinds of partnerships, but we have worked to improve that and have a really good system of communication established at this point.

BACKGROUND

Please describe your company and your position there.

I am a software accountant here, Best business services, save time, and money, also beneficial for business. also for startup businesses.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Accounting Bookkeepers?

Virtual Bookkeeping

SOLUTION

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

Accounting related site

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

This project can save your time, and be beneficial for your business.

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

• Assistant Manager
• Team Leader
• Senior Manager
• Manager
• Executive

RESULTS & FEEDBACK

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

No.

How effective was the workflow between your team and theirs?

Their workflow is very good.

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

Positive Environment.

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

I think no.