Accountor CPA Accounting Bookkeeping and Tax Experts

BACKGROUND

Please describe your company and position.

I am the CEO Chef Luciano Schipano Ltd.

Describe what your company does in a single sentence.

I’m the CEO of Chef Luciano Schipano Ltd offering private chef/catering service offsite. The company owns a culinary studio offering cooking classes and hosting private events. The Kitchen is also used for all food production.CLS is also a parent company of Caffe Cinquecento, an Italian coffee shop and hot table located in Toronto.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accountor CPA Accounting Bookkeeping and Tax Experts to accomplish?

• We contacted Accountor CPA Accounting Bookkeeping and Tax Experts to have organized all our companies After a bad experience with previous vendor. Their professionalism and expertise has been more than satisfactory and we are working together in keep all books and system tide.

SOLUTION

How did you find Accountor CPA Accounting Bookkeeping and Tax Experts?

• Online Search
• Clutch Site

Why did you select Accountor CPA Accounting Bookkeeping and Tax Experts over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Accountor CPA Accounting Bookkeeping and Tax Experts were assigned to this project?

2-5 Employees

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

We first met to discuss about the structure of the company and then we created a plan.

RESULTS & FEEDBACK

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

They are very efficient and effective.

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

Their are very organized and use many cloud sources to Give the opportunity to share docs remotely.

What was your primary form of communication with Accountor CPA Accounting Bookkeeping and Tax Experts?

• Virtual Meeting
• Email or Messaging App

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

They are professional and friendly

Are there any areas for improvement or something Accountor CPA Accounting Bookkeeping and Tax Experts could have done differently?

We have researched online amd we have called other companies to get referrals and Accountor CPA Accounting Bookkeeping and Tax Experts
 was highly recommended.

BACKGROUND

Please describe your company and position.

I am the Coach & Owner, Find Your Tribe Inc. of Samantha Biron

Describe what your company does in a single sentence.

Owner, Coach, Speaker & Course Developer

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accountor CPA Accounting Bookkeeping and Tax Experts to accomplish?
I met the owner personally some years ago and he left a very positive impression on me. I tried him and he was hands down the best accountant I've ever used so I've kept him for both my new business and personally.

SOLUTION

How did you find Accountor CPA Accounting Bookkeeping and Tax Experts?

• Online Search
• Clutch Site

Why did you select Accountor CPA Accounting Bookkeeping and Tax Experts over others?

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

How many teammates from Accountor CPA Accounting Bookkeeping and Tax Experts were assigned to this project?

2-5 Employees

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

Accountor CPA Accounting Bookkeeping and Tax Experts. has effectively managed the client’s taxes, lowering yearly payments. The team quickly communicates all tasks using email, phone calls, and texts. Furthermore, their work ethic and top-notch services are worthwhile and exceptional. 

RESULTS & FEEDBACK

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

Accountor CPA Accounting Bookkeeping and Tax Experts has been providing accounting services for a coaching company. The team is managing quarterly and yearly corporate and personal taxes.

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

They implemented the accounting system efficiently.

What was your primary form of communication with Accountor CPA Accounting Bookkeeping and Tax Experts?

Email or Messaging App

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

The outcome was the financial system, which helped achieve excellent results on time.

Are there any areas for improvement or something Accountor CPA Accounting Bookkeeping and Tax Experts could have done differently?

The team communicated in an effortless manner. Above all, they impressively utilized Cloud Accounting, ensuring fast and efficient collaboration.

BACKGROUND

Please describe your company and position.

I am the CEO, ShopWired of ShopWired

Describe what your company does in a single sentence.

We’re Passionate About Good Design.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accountor CPA Accounting Bookkeeping and Tax Experts to accomplish?

• We aimed to ensure that our data was accurate, up-to-date, and properly organized to support our decision-making processes and enhance overall productivity.

SOLUTION

How did you find Accountor CPA Accounting Bookkeeping and Tax Experts?

• Online Search
• Clutch Site

Why did you select Accountor CPA Accounting Bookkeeping and Tax Experts over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Accountor CPA Accounting Bookkeeping and Tax Experts were assigned to this project?

2-5 Employees

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

They provided regular reports summarizing the work completed, progress made, and any issues or recommendations for improvement.

RESULTS & FEEDBACK

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

By outsourcing our back-office tasks to Accountor CPA Accounting Bookkeeping and Tax Experts we experienced increased operational efficiency. This was reflected in faster turnaround times, streamlined processes, and improved productivity.

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

It was admirable how they proactively approached anticipated problems and promptly offered answers.

What was your primary form of communication with Accountor CPA Accounting Bookkeeping and Tax Experts?

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

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

Their attention to detail, accuracy, and professionalism set them apart from other outsourcing providers we have worked with in the past.

Are there any areas for improvement or something Accountor CPA Accounting Bookkeeping and Tax Experts could have done differently?

No, we had a very good overall experience with Accountor CPA Accounting Bookkeeping and Tax Experts

BACKGROUND

Please describe your company and position.

I am the General Manager, The Counter Wilshire

Describe what your company does in a single sentence.

Gourmet Burger Chain, I am the General Manager

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accountor CPA Accounting Bookkeeping and Tax Experts to accomplish?

• they provide bookkeeping and accounting services

SOLUTION

How did you find Accountor CPA Accounting Bookkeeping and Tax Experts?

• Online Search
• Clutch Site

Why did you select Accountor CPA Accounting Bookkeeping and Tax Experts over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Accountor CPA Accounting Bookkeeping and Tax Experts were assigned to this project?

2-5 Employees

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

Accounting Services

RESULTS & FEEDBACK

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

They are accurate and timely with their monthly P&L Statements

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

They are very easy to work with and always respond in a timely manner.

What was your primary form of communication with Accountor CPA Accounting Bookkeeping and Tax Experts?

• Virtual Meeting
• Email or Messaging App

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

Very easy to work with and cost-effective

Are there any areas for improvement or something Accountor CPA Accounting Bookkeeping and Tax Experts could have done differently?

NO, very happy with their services

BACKGROUND

Please describe your company and position.

I am the Owner, Test and Learn Inc

Describe what your company does in a single sentence.

I’m the owner of an independent consulting company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accountor CPA Accounting Bookkeeping and Tax Experts to accomplish?

• I’d hired Accountor CPA Accounting Bookkeeping and Tax Experts to manage my invoicing process for my global clients because invoicing can get messy across several currencies. My accounting knowledge is minimal, but I noticed several issues regarding deadlines and had no choice but to try and fix the problems myself. When I realized I needed additional support

SOLUTION

How did you find Accountor CPA Accounting Bookkeeping and Tax Experts?

• Online Search
• Clutch Site

Why did you select Accountor CPA Accounting Bookkeeping and Tax Experts over others?

• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Accountor CPA Accounting Bookkeeping and Tax Experts were assigned to this project?

2-5 Employees

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

Accountor CPA Accounting Bookkeeping and Tax Experts has helped me with various accounting-related offerings. First, we met to discuss my needs, and the team suggested a package that combines bookkeeping services with accounting training.

Now, the team helps me handle deductions, business expenses, receipts, and multi-currency invoicing. They also help us comply with business requirements and provide year-end accounting support for more complex tasks such as filing taxes. They also handle payroll and oversee the accounting practices I manage myself via Xero. 

RESULTS & FEEDBACK

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

Accountor CPA Accounting Bookkeeping and Tax Experts has become familiar with my business and brought a new approach to the table. They’ve also shared valuable expertise and enlightened me by sharing easier bookkeeping methods. The team has been able to streamline and simplify my legacy accounting process and eliminate unnecessary moving parts. Their ongoing training support has allowed me to polish my bookkeeping skills further, which I appreciate. 

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

Accountor CPA Accounting Bookkeeping and Tax Experts has executed a clean, easy process. They’ve been super responsive to my questions, and I appreciate their adherence to deadlines. My previous bookkeeper left everything, including taxes, until the last minute, which was very stressful.

Accountor CPA Accounting Bookkeeping and Tax Experts has delivered work within two months, rather than the six months allotted for certain things, which was helpful. They’ve helped me close out tasks quickly so we can focus on the following fiscal year.

What was your primary form of communication with Accountor CPA Accounting Bookkeeping and Tax Experts?

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

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

I’m most impressed by their accounting expertise; they know how to manage multi-currency invoicing in the most efficient way possible. Additionally, I admire their collaborative nature and willingness to oversee my bookkeeping practices and coach me along the way. They’ve fixed issues and helped me understand how things work. Now that we’ve established a solid process, I feel like I’m cruising along and am excited to continue working together.

Are there any areas for improvement or something Accountor CPA Accounting Bookkeeping and Tax Experts could have done differently?

I have nothing Accountor CPA Accounting Bookkeeping and Tax Experts could improve on; they’ve been perfect.

BACKGROUND

Please describe your company and position.

I am the CEO, Qooper Mentoring & Learning Software of Qooper Mentoring Software

Describe what your company does in a single sentence.

 Run impactful mentoring, learning and inclusion programs at scale to improve employee performance and retention. Explore what Qooper can do for your initiatives.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accountor CPA Accounting Bookkeeping and Tax Experts to accomplish?

• firstly, Accountor CPA Accounting Bookkeeping and Tax Experts did an amazing job organizing our books to the SaaS industry standards and maintaining them without me involved. Also, they are helping us have a financial projection of when we're cash heavy or light so we can plan investments accordingly

SOLUTION

How did you find Accountor CPA Accounting Bookkeeping and Tax Experts?

• Online Search
• Clutch Site

Why did you select Accountor CPA Accounting Bookkeeping and Tax Experts over others?

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

How many teammates from Accountor CPA Accounting Bookkeeping and Tax Experts were assigned to this project?

2-5 Employees

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

We are working on our accounting, taxes and most importantly financial projections with Accountor CPA Accounting Bookkeeping and Tax Experts so that I can ensure our financial resources will be in place to execute on business goals.

RESULTS & FEEDBACK

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

Well I don't need to do all this work, I can report to our investors and report to myself on our cash situation and invest accordingly (and aggressively without running out of cash).

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

Our projects have been goal based and they've always been available to work with me.

What was your primary form of communication with Accountor CPA Accounting Bookkeeping and Tax Experts?

Email or Messaging App

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

Although the engagement was temporary, due to their dedication to ensuring financial excellence and process enhancement, we've kept them on at a lower scale indefinitely. Their eagerness to learn new systems and processes while ensuring quality work was impressive. They work like it is their own. 

Are there any areas for improvement or something Accountor CPA Accounting Bookkeeping and Tax Experts could have done differently?

For the most part, nothing, but it would be great if they could completely the tasks slightly more ahead of schedule so there would be more time for reviews prior to the next deliverable.

BACKGROUND

Please describe your company and position.

I am the Cofounder and CEO of Fordefi of FORDEFI

Describe what your company does in a single sentence.

Owner of Real Estate business

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accountor CPA Accounting Bookkeeping and Tax Experts to accomplish?

• Tax preparation and tax planning to minimize taxes

SOLUTION

How did you find Accountor CPA Accounting Bookkeeping and Tax Experts?

• Online Search
• Clutch Site

Why did you select Accountor CPA Accounting Bookkeeping and Tax Experts over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Good value for cost

How many teammates from Accountor CPA Accounting Bookkeeping and Tax Experts were assigned to this project?

2-5 Employees

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

Yearly tax preparation. Online accounting setup. Software used was Quickbooks Online and Client Portal.

RESULTS & FEEDBACK

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

Was able to help give me a clearer picture of my numbers and help me get to the size where incorporation made sense.

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

They are always available for phone calls and emails. They usually respond with 24-48 hours.

What was your primary form of communication with Accountor CPA Accounting Bookkeeping and Tax Experts?

Email or Messaging App

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

They were always available to help with any queries in a timely fashion.

Are there any areas for improvement or something Accountor CPA Accounting Bookkeeping and Tax Experts could have done differently?

Maybe they could send a weekly newsletter.

BACKGROUND

Please describe your company and position.

I am the Implementation Manager of BeyondTrust

Describe what your company does in a single sentence.

Software Development

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accountor CPA Accounting Bookkeeping and Tax Experts to accomplish?
Keep me organized

SOLUTION

How did you find Accountor CPA Accounting Bookkeeping and Tax Experts?

• Online Search
• Clutch Site

Why did you select Accountor CPA Accounting Bookkeeping and Tax Experts over others?

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

How many teammates from Accountor CPA Accounting Bookkeeping and Tax Experts were assigned to this project?

2-5 Employees

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

Accountor CPA Accounting Bookkeeping and Tax Experts is amazing, I’ve been through a few accountants in the past 10 years of me being in business and Accountor CPA Accounting Bookkeeping and Tax Experts is by far one of the best decisions I made to help the company. If someone is looking for an experienced Book keeper that can help with a few other things as well.

RESULTS & FEEDBACK

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

It’s not just one project, it is the entire scope of book keeping for my company.

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

They responded fantastic, he is very prompt and quick to get things done for me when I ask.

What was your primary form of communication with Accountor CPA Accounting Bookkeeping and Tax Experts?

• Virtual Meeting
• Email or Messaging App

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

We were most impressed with their promptness and meticulousness.

Are there any areas for improvement or something Accountor CPA Accounting Bookkeeping and Tax Experts could have done differently?

I wish I found them earlier