Accounting
Less than $10,000
Jan. 2020 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"B Meyer has the ability to get things done."

Mar 10, 2021

Manager of Business Dev, Trinity Roofing & Restoration

Matthew Dravis

Other industries
Houston, Texas
1-10 Employees
Phone Interview
Verified

B Meyer Bookkeeping Solutions, LLC performs bookkeeping services for a roofing and restoration company. The team gathers financial records and submits them every quarter to assist in the client's tax filing.

From spending hours checking the company's financial health, the client has been able to save time with B Meyer Bookkeping Solutions, LLC's support. They enable the client to be efficient and effective. Their highly communicative, timely, and flexible approach makes them a great team to work with.

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 manager of business development at a roofing and restoration company. We do commercial and residential roofing along with water mitigation and exterior remodeling.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with B Meyer Bookkeeping Solutions, LLC?

We weren’t keeping accurate records and didn’t know our profit loss. As a result, we engaged B Meyer to let us know where we stand.

SOLUTION

What was the scope of their involvement?

We want the B Meyer team to deliver all of our financial records to our CPA in a timely manner every quarter to file our taxes. Additionally, it will also allow us to give our employee statements and contractor statements together at the end of each year for their taxes.

The team also provides company snapshots of financial for profit and loss, as well as general bookkeeping. Overall, they help us know where our money is being spent and allocated.

What is the team composition?

We work with Barbara (Owner) and Martin (President).

How did you come to work with B Meyer Bookkeeping Solutions, LLC?

We met through a networking meeting and I got along with them really well. Once we discovered what B Meyer could do for us, we made the decision to go for it.

How much have you invested with them?

In total, we’ve spent $3,750, and we pay them $250 per month.

What is the status of this engagement?

We’ve been working with them for 15 months, and our ongoing partnership began in January 2000.

RESULTS & FEEDBACK

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

I’ve gone from spending 15–20 hours a month doing all the work they do, to spending 20 minutes reviewing the reports they send over. Overall, their work has given me a lot more of my time back, and I’ve been able to look at the company snapshot a lot faster to know how healthy our financials are.

How did B Meyer Bookkeeping Solutions, LLC perform from a project management standpoint?

Anytime they need something, they either call or email. Then, when I call or email B Meyer, they give me a very fast response.

What did you find most impressive about them?

Their timing and flexibility are impressive. B Meyer has the ability to get things done, and we can email them at any time of the day. Above all, I don’t have to worry about following up.

Are there any areas they could improve?

No, there’s nothing that I can think of when it comes to the team’s areas for improvement.

Do you have any advice for potential customers?

Be ready to be upfront and honest with B Meyer. Give them all the information they need, and let them do what they need to do.

RATINGS

5.0

B Meyer Bookkeeping Solutions, LLC

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