What evidence can you share that demonstrates the impact of the engagement?
Alex has a lot of experience so he can work on his own without much guidance, which is key. He’s self-sufficient, his work is clean, and he always explains what he’s doing before recording the journal entries. He calls to make sure that you understand it.
Overall, he’s conscientious, diligent, responsible, and knows the right thing to do. He’s probably one of the top two people I’ve ever hired because he’s so self-motivated. Additionally, Alex has a lot of financial skills with cash flow analysis and helping companies try and get funding.
How did The Accountrepreneur LLC perform from a project management standpoint?
In the first month, he was at my company about three days a week. As things got to be more under control, he would only come in a couple of days a month. We would always touch base every week to come up with the plan for the week.
I would always make sure that we had laid out what we needed help with on our end. Alex and I would then go over, especially in the early phases of the engagement, what each party was working on. Additionally, he’s very organized because he works with a lot of clients.
Even though we have a friendship outside of work, our relationship was very business-oriented. We worked according to a timeline and he always met every deadline. If a deadline wasn’t going to be met or if he ran into anything that complicated the process, he would let me know.
What did you find most impressive about them?
His ability to remain calm was impressive. When I took on the job, I hadn’t realized that the accounting books were in such poor shape. But Alex helped to keep me calm, laying out the plan clearly. He reassured me that the situation wasn’t terrible.
He’s seen a lot of company’s books, so he has that perspective. He knows when something is a problem. When I thought the books were a huge mess, he was able to take a lot of his experience from working with businesses of all sizes and industries and set a plan.
Are there any areas they could improve?
No, I have no suggestions, to be honest. I don’t have anything negative to say about Alex. I would hire him to help me with any work in any position.
Do you have any advice for potential customers?
Know your objective. I knew exactly what tasks I needed him for and we had a plan to ramp up the process, and then eventually tail it off. He’s a consultant, so he’s not going to be with you forever.
Make sure that you have very specific tasks. Additionally, don’t be afraid to challenge Alex. I would recommend him to anyone looking to get a clean set of books.