Accounting
$200,000 to $999,999
Feb. 2018 - Ongoing

5.0

Quality: 4.5

Schedule: 5.0

Cost: 4.5

Willing to Refer: 4.5

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

Jul 27, 2022

Finance Professional, Financial Services Company

Anonymous

Financial services
San Diego, California
51-200 Employees
Survey Response

Back Office Support Solutions provides accounting services for a financial services company. They provide high-quality back office support and keep the accounting part of the client's business in check.

Through their partnership with Back Office Support Solutions, the client has noticed that their internal workflow became smoother, increasing their overall production rate. The team regularly communicates with the client through in-person and virtual meetings, phone calls, emails, and mobile texts.

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.

RATINGS

5.0

Back Office Support Solutions

Accounting San Diego, CA

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