What evidence can you share that demonstrates the impact of the engagement?
We’ve grown significantly as a business, and throughout the many periods of growth we’ve experienced, we’ve been able to rely on Chasse & Company for key tax insights. They even provide operational insights from leadership, staffing, and revenue standpoints. Since we meet with them throughout the year, there’s virtually no stress or surprises when it comes to tax season.
In our previous accounting partnership, we did the majority of the work and asked all of the questions. With Chasse & Company, we’re able to invest more of our time and energy in work we do for our clients. We’re poised to continue growing and are confident we’ll be able to because we have a partner like Chasse & Company.
How did Chasse & Company perform from a project management standpoint?
They’re fantastic in this regard. Chasse & Company takes a proactive approach and lets us know what to expect in the future. They meet with us quarterly and schedule meetings ahead of time so that we’re well-prepared and know what we’ll be discussing beforehand.
What did you find most impressive about them?
What makes Chasse & Company unique is their business model. They touch base with their clients periodically throughout the year, whereas most accountants take just two months to gather documents and file taxes. Under the traditional accounting model, clients only contact their accountant or CPA firm when it’s absolutely necessary, and we found this caused extreme stress and frustration.
Are there any areas they could improve?
No, there aren’t any that I can think of. They’re far beyond anything that we expected, and we couldn’t be happier with our partnership.
Any advice for potential customers?
Go into the partnership with your guard down, because this is a team that you can trust. The more you open up to them about your personal and professional goals, the more likely those goals will come to fruition because of their value-add.