BI Outsource Advisory Group

BACKGROUND

Please describe your company and position.

I am the CTO of Clinicea

Describe what your company does in a single sentence.

Clinicea provides a cloud based practice management platform that helps healthcare providers manage electronic health records, appointments, billing, and day-to-day clinic operations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire BI Outsource Advisory Group to accomplish?

• To maintain accurate and organized bookkeeping records
• Improve the efficiency and timeliness of our monthly accounting and financial reporting.

SOLUTION

How did you find BI Outsource Advisory Group?

Referral

Why did you select BI Outsource Advisory Group over others?

Referred to me

How many teammates from BI Outsource Advisory Group were assigned to this project?

1 Employee

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

BI Outsource Advisory Group managed our day to day bookkeeping, maintained our general ledger, completed monthly bank reconciliations, handled accounts payable and receivable, and prepared monthly financial reports. They also ensured our financial records remained accurate, organized, and up to date to support our ongoing accounting operations.

RESULTS & FEEDBACK

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

Accurate bookkeeping completed on time each month and timely delivery of monthly financial reports with well organized financial records.

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

They were responsive to our requests, communicated clearly throughout the engagement, and addressed any questions or concerns promptly.

What was your primary form of communication with BI Outsource Advisory Group?

Virtual Meeting

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

Their willingness to understand our needs and provide practical accounting solutions stood out. They took the time to listen, communicated clearly, and consistently delivered accurate work with minimal oversight.

Are there any areas for improvement or something BI Outsource Advisory Group could have done differently?

we were very satisfied with their services

BACKGROUND

Please describe your company and position.

I am the Operations Director of a dental care provider

Describe what your company does in a single sentence.

Our company provides general, specialist, and cosmetic dental care across multiple clinics in Singapore. We are committed to delivering high quality, patient focused dental services using modern technology and experienced professionals.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire BI Outsource Advisory Group to accomplish?

• Our goal was to improve bookkeeping accuracy, keep our financial records organized, and prepare for a smooth tax season.

SOLUTION

How did you find BI Outsource Advisory Group?

Online Search

Why did you select BI Outsource Advisory Group over others?

• High ratings
• Good value for cost

How many teammates from BI Outsource Advisory Group were assigned to this project?

1 Employee

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

BI Outsource Advisory Group reviewed and corrected eight months of our accounting records, categorized expenses, reconciled our accounts, and set up monthly financial reports that gave us better visibility into our operating costs. They also improved how we tracked payroll for our part time hygienists and front desk staff, making it much easier to understand our staffing expenses.

RESULTS & FEEDBACK

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

Fully reconciled books,  Better expense tracking by service and department,Timely monthly financial reports with improved visibility into operating costs.

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

They delivered all milestones on time, communicated clearly, and responded promptly whenever we had questions or additional requests.

What was your primary form of communication with BI Outsource Advisory Group?

Email or Messaging App

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

I liked that they didn’t overcomplicate anything.They handled the messy parts of our bookkeeping without making a big deal out of it, Just got it done.

Are there any areas for improvement or something BI Outsource Advisory Group could have done differently?

Not specified.

BACKGROUND

Please describe your company and position.

I am the CEO of a proptech company

Describe what your company does in a single sentence.

Ours is a protech company that helps homeowners buy, sell and rent residentials properties in singapore. We combine real estate expertise with technology to deliver a faster more transparent property experience.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire BI Outsource Advisory Group to accomplish?

• Compliance

SOLUTION

How did you find BI Outsource Advisory Group?

Referral

Why did you select BI Outsource Advisory Group over others?

Referred to me

How many teammates from BI Outsource Advisory Group were assigned to this project?

1 Employee

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

BI Outsource Advisory Group handled our bookkeeping, bank reconciliations, monthly reporting, and compliance support. They delivered accurate financial records, organized accounts, and timely reports that improved our accounting process.

RESULTS & FEEDBACK

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

Our financial records became more organized and our bookkeeping accuracy improved. BI Outsource also helped us maintain compliance and reduced the time our team spent on routine accounting tasks.

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

Their communication was clear, responsive, and they were attentive to our requirements throughout the project.

What was your primary form of communication with BI Outsource Advisory Group?

Virtual Meeting

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

Their attention to detail, responsiveness, and commitment to maintaining accurate financial records stood out.

Are there any areas for improvement or something BI Outsource Advisory Group could have done differently?

No