Accounting
Tax Consulting
+2
Confidential
July 2014 - July 2017

4.0

Quality: 4.0

Schedule: 3.5

Cost: 5.0

Willing to Refer: 3.5

"I felt that they were more connected to our business because they were close by."

Apr 18, 2020

CEO, Digital Marketing Agency

Anonymous

Advertising & marketing
Philadelphia, Pennsylvania
11-50 Employees
Phone Interview
Verified

Ambrozy Accounting provided tax preparation and filing services to the client. They also helped with bookkeeping.

Ambrozy Accounting was affordable and flexible. They provided the client with excellent advice on how to be strategic in their tax filings. Although they could improve their level of communication, the client was happy with their services.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a marketing consulting firm.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with Ambrozy Accounting?

We wanted assistance with accounting and bookkeeping. We were using another firm but wanted to find someone more local.

SOLUTION

What was the scope of their involvement?

They provided tax preparation services and did bookkeeping for us.

What is the team composition?

I worked with 2-3 people.

How did you come to work with Ambrozy Accounting?

We were introduced to them through a friend. They were flexible, affordable, and local.

How much have you invested in them?

We spent about $500 per month on their services.

What is the status of this engagement?

We worked together from 2014-2017.

RESULTS & FEEDBACK

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

They were very helpful, especially early on in the engagement. They helped us be strategic in our tax decisions. It helped save us time and benefitted our business.

What did you find most impressive about them?

I felt that they were more connected to our business because they were close by. They were exactly what we needed.

Are there any areas they could improve?

They could’ve improved their communication.

RATINGS

4.0

Ambrozy Accounting

Philadelphia Accounting Firm

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