What evidence can you share that demonstrates the impact of the engagement?
Their work has made a tremendous impact on our business. We’re now able to do financial forecasting because everything is set up and categorized correctly in our books. We were never able to do any digital financial modeling before so their work has been helpful in determining our business performance and understanding our expenditure.
I also don’t have to do any manual entries in spreadsheets anymore so it’s been a huge relief for our administrative team to not have to work manually.
How did Acuity Financial Experts perform from a project management standpoint?
They work with QuickBooks but we use Xero, so that’s what they’ve been using throughout this project. They’re detail-oriented and very communicative. If we want to add another service to our Xero account, they’ll help us and then they’ll follow-up in the future to see if it’s working well. If it’s not, they work with us to change it.
I email Debi about 6–7 times a month and they don’t charge us for any of those emails. I’ve also done a few Zoom calls with her as well and if I’m unfamiliar with anything, she will share her screen with me and give me a tutorial on how to do it.
What did you find most impressive about them?
I am impressed with their ability to take the work and run with it. They’re very responsive and trustworthy. They’re trusting, flexible, and very willing to work with you to manage expectations. They will also meet with your accountant, CEO, and anyone else to make sure that the setup of the books is correct.
Are there any areas they could improve?
No, I can’t think of anything.
Do you have any advice for potential customers?
Meet with your account manager and your bookkeeper at the same time so you’re all on the same page. That setup was a little complicated for us because we are based in Canada and the US so we had two different currencies.