BookKeeping Express

BACKGROUND

Introduce your business and what you do there.

I’m the franchise support coordinator of Kidokinetics, a wellness and fitness company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with BookKeeping Express?

We needed help with the general reconciling of our accounting books.

SOLUTION

What was the scope of their involvement?

BookKeeping Express has been providing accounting services. They do a great job working with our proprietary platform, Stripe, Gusto, and QuickBooks; their team takes all of the information from those sources and makes sense for us. Their team also referred us to QuickBooks experts, which has been extremely helpful for our locations. Additionally, they just started working on the standard chart of accounts for us to make reconciling more feasible and easier across our sites.

What is the team composition?

We have two main points of contact from their team, including Wendy (Solutions Manager) and Phil (Partner Account Manager).

How did you come to work with BookKeeping Express?

They were already working with our company before I took my current position.

What is the status of this engagement?

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

RESULTS & FEEDBACK

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

We’re delighted with their work because they help us with our workload without having to outsource our accounting tasks, so they save us a lot of time — they provide a nice internal solution. 

How did BookKeeping Express perform from a project management standpoint?

They’ve been very efficient with their work. In terms of communication, we use email and Slack. They also provide great customer service if we run into an issue with any of the platforms we use.

What did you find most impressive about them?

They’ve taken a real interest in our company, which is outstanding. They didn’t just commit to their portions; they genuinely partnered with us to understand our mission to help us accomplish our goals.

Are there any areas they could improve?

They could have more regular check-ins with us.

Do you have any advice for potential customers?

Build a solid relationship with them from the beginning so they can know your company and needs.

BACKGROUND

Briefly describe what your company does and your role there. 

We sell items to consumers I work with the accounting team

OPPORTUNITY / CHALLENGE

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

We wanted to use a different and easier company

SOLUTION

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

We use others to make up for what we don't have

How many people does your company work with?

2-5 people

How did you find this provider?

Online search

Why did you choose to work with them?

• Positive reviews and ratings
• Good value for cost

RESULTS & FEEDBACK

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

They are easy to use and deal with.

How does your team communicate with this service provider?

• Phone calls
• Email or Messaging App

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

No