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.