Back Office Support Solutions

BACKGROUND

Briefly describe what your company does and your role there. 

Our company is made up financial professionals that work with commercial and personal finances. My role at this company is also an financial professional.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

Our company's goals were to look for high quality back office support at an affordable rate that would put a dent in our company's bank. After many days worth of research this was the one that was best suited for our company.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

The keep the accounting part of our business in check which takes a bunch of workload off all our employees. They make everything easier for everyone.

How many people does your company work with?

2-5

How did you find this provider?

Online search

Why did you choose to work with them?

• Pricing fits our budget
• Good value for cost
• Company values aligned

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

Statistics from not having one before and having one after. We noticed our work had flowed more easily which increased our production rate and made everything a lot easier.

How does your team communicate with this service provider?

• In-Person Meetings
• Virtual Meetings
• Phone calls
• Email or Messaging App
• Mobile Text Messages

Are there any areas for improvement or something this service provider could have done differently?

Nope. All of our known needs are already taken care of for us.