Aspire Tax

BACKGROUND

Please describe your company and position.

I am the Senior Financial Analyst of an accounting firm

Describe what your company does in a single sentence.

It is a Accounting Firm

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Aspire Tax to accomplish?

• Handle our clients Accounting and Tax Services

SOLUTION

How did you find Aspire Tax?

Online Search

Why did you select Aspire Tax 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 Aspire Tax were assigned to this project?

6-10 Employees

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

As an accounting firm outsourcing work to Aspire Tax, the scope of work encompasses various financial tasks such as bookkeeping, tax preparation, and financial reporting. Key deliverables include accurate financial records, completed tax returns, and comprehensive financial statements. Aspire Tax ensures our clients' financial compliance and efficiency.

RESULTS & FEEDBACK

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

Better accuracy in financial work. Taxes filed on time. Less work for us. Happy clients. Overall improvement in our financial work.

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

Effective project management. Consistently met deadlines. Responsive to our needs and requests. Demonstrated flexibility and adaptability. Maintained open communication channels. Proactively addressed any challenges. Overall, they've provided excellent support and service.

What was your primary form of communication with Aspire Tax?

• Virtual Meeting
• Email or Messaging App

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

Exceptional adaptability and commitment to meeting our specific accounting needs, ensuring seamless collaboration and outstanding results.

Are there any areas for improvement or something Aspire Tax could have done differently?

Potential for increased efficiency in certain administrative processes for future optimization.