Accounting
$10,000 to $49,999
Oct. 2020 - Ongoing

5.0

Quality: 5.0

Schedule: 4.5

Cost: 5.0

Willing to Refer: 5.0

"We feel safe because we have an extra set of eyes taking care of our books."

Mar 3, 2022

VP of Business Development, Green Leaf Business

Tyler Priest

Business services
San Diego, California
11-50 Employees
Phone Interview
Verified

A business solutions firm hired Bookkeeping At Ease to provide accounting services. They work collaboratively with the client's accountant to take care of bookkeeping and accounting tasks.

Bookkeeping At Ease has reduced the client's costs through their work. They do a great job gathering all of the information to quickly turn in the team's books. The client also praises their monthly commitment to timelines.

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 VP of business development of Green Leaf Business, and we’re a business solutions firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Bookkeeping At Ease?

We needed a bookkeeper for our business.

SOLUTION

What was the scope of their involvement?

Bookkeeping At Ease works collaboratively with our accountant for bookkeeping and accounting tasks.

What is the team composition?

We work directly with Sarah (Owner).

How did you come to work with Bookkeeping At Ease?

They were referred to us, and we reached out to them when we opened our business.

How much have you invested in them?

We’ve spent around $10,000 with them so far.

What is the status of this engagement?

We started working together in October 2020, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We've reduced our costs thanks to their work. Also, we feel safe because we have an extra set of eyes taking care of our books.

How did Bookkeeping At Ease perform from a project management standpoint?

Project management is good; they do a great job gathering everything to turn it around quickly. They’re also consistent in getting our books done every month. In terms of tools, we use QuickBooks, phone, Zoom, and email.

What did you find most impressive about them?

Their commitment to timeframes every month is outstanding.

Are there any areas they could improve?

They could start hiring more people to avoid work overflow because we can see how they keep getting busier and busier.

Do you have any advice for potential customers?

Communicate your needs to them and ensure to get back at them as quickly as possible.

RATINGS

5.0

Bookkeeping At Ease

CA Bookkeeping & Accounting Firm

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