Bestarion

BACKGROUND

Please describe your company and position.

I am the President of TTCPA

Describe what your company does in a single sentence.

TTCPA has been providing personalized tax, bookkeeping, and forensic accounting services throughout the state of Texas.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Bestarion to accomplish?

Bookkeeping Outsourcing Services

SOLUTION

How did you find Bestarion?

Referral

Why did you select Bestarion over others?

• Pricing fit our budget
• Good value for cost
• Referred to me
• High Quality

How many teammates from Bestarion were assigned to this project?

2-5 Employees

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

They provide me with Bookkeeping Services with a team structure including Accounting Supervisors and Data Entry Associates to implement the work, including: 
• Financial Statements & Reports
• Books Cleanup
• Balance Sheet
• Accounting setup
• Invoicing
• Debtor Maintenance
• Job costing
• Inventory management
• Transactions Categorization
• Bank / Credit Card Reconciliations
• General Ledger Reconciliation
• Monthly and Quarterly reporting
• Accounts Payable Management
• Accounts Receivable Management
• Monthly Sales Tax Processing
• Revenue Reconciliation with Bank Deposits

The team must ensure the completion of the assigned amount of work on time. 

RESULTS & FEEDBACK

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

The quality of the work has consistently remained the same with very few errors. Bestarion has provided good quality work for each account that we outsourced to them.

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

Yes. they always commit to deadline and proactively in communication. 

What was your primary form of communication with Bestarion?

• Virtual Meeting
• Email or Messaging App

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

Bestarion's high-quality work impressed us. Because I prioritize quality and the team satisfies my expectations. 

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

I don't have any dislikes with the Bestarion. They are always so nice and helpful.

BACKGROUND

Please describe your company and position.

I am the CEO & Co-Founder of CoreBlue

Describe what your company does in a single sentence.

We’re a custom software development agency.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Bestarion to accomplish?

• They’re our accounting partners.

SOLUTION

How did you find Bestarion?

• Online Search
• Other

Why did you select Bestarion over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Bestarion were assigned to this project?

2-5 Employees

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

They prepare our annual business accounts and self-assessment tax returns to our directors. Additionally, they’ve provided general accountancy advice. 

RESULTS & FEEDBACK

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

Because we’ve worked with them for than a year and they have a deep understanding of their industry, their team is able to prepare all our accounts seamlessly. That’s allowed us to be hands-off with our accounts and get advice very quickly.  

Their work has both freed up our time and helped us take a more strategic approach to filing our accounts, planning finances, and business development. 

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

It’s useful to us that they’re local, but we do much of our work remotely. Most of our communication is ad hoc, however, our teams are in regular communication with each other.  

What was your primary form of communication with Bestarion?

• Virtual Meeting
• Email or Messaging App

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

Accounting tends to be an old-school industry, but their team truly follows modern practices. Their approach makes it easy to get smooth, centralized service from them.

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

I can’t think of anything for their immediate improvement.

BACKGROUND

Please describe your company and position.

I am the Director of Product Management of a software company 

Describe what your company does in a single sentence.

A global hospitality cloud-based technology company that enables hotels to drive revenue, maximize profitability, and create deeper connections with guests through its integrated solutions. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Bestarion to accomplish?

• They take care of our accounting.

SOLUTION

How did you find Bestarion?

Referral

Why did you select Bestarion over others?

• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Bestarion were assigned to this project?

2-5 Employees

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

Bestarion first helped set up our company when we first got started. We tried to move our accounting in-house, but we quickly went back to them. Since then, their team has taken care of everything related to our taxes—annual taxes, VAT, R&D, and more. We use a digital platform that Bestarion accesses to pull our information with minimal back-and-forth on our end.

RESULTS & FEEDBACK

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

Bestarion has made our lives a lot easier in terms of our taxes and our numbers. They understand our business well. Whenever we have to do our R&D reports, we can provide minimal information, and they’ll take care of the whole process of getting us our refunds.

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

We communicate every couple of months. They respond to any queries very quickly. Bestarion is very good at giving advice that thinks should be done differently. They don’t charge for having a quick consultation.

What was your primary form of communication with Bestarion?

• Virtual Meeting
• Email or Messaging App

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

With standard accountants, it’s a lot of paper, time, and back-and-forth. In contrast, Bestarion is easy to approach, quick at what they do, and timely in getting everything done. We don’t have to worry about our accounting anymore: it’s one less headache for us.

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

They could digitize payments when sending those out. But that’s it.

BACKGROUND

Please describe your company and position.

I am the CEO of Shanghai Top Fortune Industry Co Ltd

Describe what your company does in a single sentence.

We are a professional supplier of clothing in Shanghai since 2002 , selling to 40+ countries. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Bestarion to accomplish?

• A Functional Website with a Designer Feature

SOLUTION

How did you find Bestarion?

Online Search

Why did you select Bestarion over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Bestarion were assigned to this project?

2-5 Employees

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

Bestarion was tasked with creating a fully functional website for my custom apparel company that would allow end users to design their own clothing. As a fairly new business owner they worked within the parameters of my budget to create a top-notch product and did not hesitate after the build to spend endless hours making revisions to it so that I would be satisfied. 

RESULTS & FEEDBACK

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

• Was the refresh time and SEO a priority in the build. YES. 
• Was the website attractive and easy to navigate? YES. 
• Could the end user design their own products and make the purchase right on the website? YES. 

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

No questions asked, emails were responded to within the hour and actionable items did not sit, they were acted on within the same busienss day. 

What was your primary form of communication with Bestarion?

• Virtual Meeting
• Email or Messaging App

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

Their responsiveness and professionalism impressed us. This team makes you feel the same whether you are a multi-million dollar corporation or a startup.

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

No. 

BACKGROUND

Please describe your company and position.

I am the Director of RK Doors Inc

Describe what your company does in a single sentence.

RK Doors Inc is a wood door manufacturing business. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Bestarion to accomplish?

• Monthly bookkeeping
• Comprehensive accounting services
• Tax preparation and filing

SOLUTION

How did you find Bestarion?

Online Search

Why did you select Bestarion over others?

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

How many teammates from Bestarion were assigned to this project?

2-5 Employees

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

Monthly bookkeeping and financial statements
Tax preparation and planning (monthly, quarterly, and annual)
Strategic financial advice and tax optimization
Business Tax Returns

RESULTS & FEEDBACK

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

Bestarion has consistently delivered measurable value to our business. Their proactive tax planning has resulted in significant annual tax savings through strategic deductions and planning. 

They've streamlined our monthly bookkeeping processes, reducing the time our internal team spends on financial tasks from several days to just a few hours per month, and their strategic advice has supported our growth from a small agency to achieving consistent $950K+ annual revenue.

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

Their project management is excellent with clear communication and timely delivery of all monthly financials and tax work. They're always quick to respond to emails, usually within a few hours, and they're proactive about deadlines and filing dates. When we need any reports or documentation, they provide it promptly without any back and forth. This reliability has been consistent.

What was your primary form of communication with Bestarion?

• Virtual Meeting
• Email or Messaging App

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

What stands out most about Bestarion is how they make us feel like their top priority despite managing other clients. They combine the expertise of a large firm with the personal attention of a dedicated partner. Unlike previous accountants we've worked with, they're proactive rather than reactive - they spot opportunities and flag potential issues before they become problems.

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

I genuinely struggle to identify areas for improvement. They consistently deliver high-quality service that meets all our needs. If pressed, I'd say they're already doing everything we could ask for in an accounting partner.

BACKGROUND

Please describe your company and position.

I am the Founder of Gate Insurance Group

Describe what your company does in a single sentence.

 We provides a range of insurance products and services designed to protect individuals and businesses from various risks and liabilities.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Bestarion to accomplish?

• Develop standard systems for projection, cashflow, and overall accounting
• Advise on revenue growth and profitability strategies and solutions
• Sending out invoices

SOLUTION

How did you find Bestarion?

Online Search

Why did you select Bestarion over others?

• Good value for cost
• Company values aligned

How many teammates from Bestarion were assigned to this project?

2-5 Employees

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

• Bookkeeping
• Accounts Payable
• Accounts Receivable
• Payroll Services
• Outsourced CFO

RESULTS & FEEDBACK

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

• Alignment with industry-standard ratios for revenue, expenses, profitability, gross margin, etc.
• Smoother internal operations related to accounting activities
• More predictable projections and cashflow as a result of proper accounting systems being set up

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

Bestarion is always on time, thorough, and proactive.

What was your primary form of communication with Bestarion?

• Virtual Meeting
• Email or Messaging App

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

The approach is really lean, comprehensive, responsive, and fast. We require partners who can keep up with the fast pace of business concerns related to marketing agency operations.

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

We could not ask for more. We have been assigned a masterful accounting team that is there with us every step of the way, through every up and down.

BACKGROUND

Please describe your company and position.

I am the Owner of an accounting firm

Describe what your company does in a single sentence.

I own a CPA firm by myself doing accounting tasks such as bookkeeping for businesses

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Bestarion to accomplish?

• Bookkeeping Outsourcing
• Reduce workload to find more clients

SOLUTION

How did you find Bestarion?

Referral

Why did you select Bestarion over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Bestarion were assigned to this project?

2-5 Employees

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

I hired Bestarion to handle our bookkeeping tasks as an outsourcing partner. 

RESULTS & FEEDBACK

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

The quality of the work, communication, and efficiency of them are great. They comply with quality standards and data security. Their team has almost no errors in the accuracy of bookkeeping. They have a clear and transparent process to follow. We regularly meet online and discuss the work through Email. 

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

They are very committed to deadlines. And actively respond to me.

What was your primary form of communication with Bestarion?

• Virtual Meeting
• Email or Messaging App

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

They provided good quality work for each account we outsourced to them.

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

Not at all

BACKGROUND

Please describe your company and position.

I am the Project Manager of the company

Describe what your company does in a single sentence.

We’re a provider of smart learning solutions for Science, Technology, Engineering, and Math (STEM) courses in the United States. It helps students master critical STEM skills, preparing them for college and future careers.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Bestarion to accomplish?

• Develop an e-learning platform to deliver personalized, adaptive learning applications
• Provide easy and convenient access to the programs for thousands of schools along with hundreds of thousands of students.

SOLUTION

How did you find Bestarion?

Referral

Why did you select Bestarion over others?

• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Bestarion were assigned to this project?

6-10 Employees

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

• The system includes 3 components: the testing and practicing pages for students, the Administration Dashboard for Schools, and the Administration Dashboard for our company. Students whose schools are clients of our company have access to those programs online and enjoy the full benefit of personalized, adaptive StepWise technology. 
  • They can practice doing placement tests using an easy-to-use and adaptive web-based application, in which they receive immediate feedback after every step. 
  • The next question is not fixed but depends on how they do the previous one. 
  • The students’ results, including scores and recommendations, are calculated using highly advanced algorithms to reflect not just how many correct answers they got but also how they performed and progressed. All these results are accessible to students’ schools. 
• Schools have access to and can monitor the results and progress of their students. They can also administer the practice tests for their students. 
• Our web-based platform does not include Flash and requires no other plugins. Especially, it integrates easily with other electronic learning platforms such as Agilix, Canvas, Blackboard, and Moodle. And hence it is not a standalone solution only but can be an integral part of a whole eLearning system for educational institutions.

RESULTS & FEEDBACK

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

Our math preparation programs have helped students achieve higher scores and hence reduce the time and money needed for developmental courses, or even jump directly to college ready level without the need for developmental courses. 

• 62% of students raised their scores above a cut line, allowing them to skip at least one developmental course. 
• 42% of students moved from developmental math to college ready, altogether eliminating the need for remedial coursework. 
• Over 90% of students improved their scores, averaging a 10 point increase. 
• More than 50% of these students raised their scores above a cut line, thereby reducing or eliminating the need for remedial coursework. 
• Moreover, nearly 25% of the students who used this e-learning platform attained College Ready scores, versus 16% of those who did not.

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

Their team is super motivated. They are aware of our objectives and are eager to assist us in achieving them. They quickly respond through email.

What was your primary form of communication with Bestarion?

• Virtual Meeting
• Email or Messaging App

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

We’re also a software company. They actually gave us access to their tech people right from the start. Their staff is extremely helpful and quick to respond. We always receive a timely answer, and they are always available.

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

Not at all. Both sides have been pleased with how we have collaborated.

BACKGROUND

Please describe your company and position.

I am the Principal of CNY

Describe what your company does in a single sentence.

We are a full accounting service firm with a group of experts in accounting, tax and advisory who are committed to our philosophy to create greater value for our clients.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Bestarion to accomplish?

Accounting functions including bookkeeping and payroll

SOLUTION

How did you find Bestarion?

Referral

Why did you select Bestarion over others?

• Great culture fit
• Company values aligned

How many teammates from Bestarion were assigned to this project?

20

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

Bookkeeping: 

• Transactions Categorization 
• Balance Sheet 
• Bank Reconciliations
• Credit Card Reconciliation
• General Ledger Reconciliation 
• Revenue Reconciliation with Bank Deposits
• Books Cleanup 
• Financial Statements & Reports 
• Quarterly and Monthly Reporting

Live Support Payroll: 

• Processing payroll 
• Processing Employee Benefits 
• Support in Worker Compensation Audit 
• Providing management reports

RESULTS & FEEDBACK

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

The numbers of clients they handled

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

Prompt and professional services to meet the customer's needs

What was your primary form of communication with Bestarion?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

Deliciated and hard working

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

Our partnership has been fantastic so far.