CLM Controller

BACKGROUND

Please describe your company and your position there.

I am a software developer. I have set up a company set up in Brazil. My primary client is in Ireland. My company invoices them based on a daily rate for any work I do for them.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CLM Controller?

I hired CLM for the set up of my company in Brazil, as well as the continued accountancy services they provide such as invoicing my clients, paying any and all required taxes and support on queries I have as regards the financial end of my business.

What were your goals for this engagement?

My goal was to simplify the process of setting up a company in Brazil. I also was eager to have professionals handle the companies taxes (annual and per invoice) as I have no knowledge in that area.

SOLUTION

How did you select CLM Controller?

I found CLM controller here on clutch. I noticed they had strong reviews so reached out and from then on they have been superb.

Describe the engagement in detail.

While in Ireland preparing to move to Brazil, I enquired as to what services they offer. I received an email asking if I would be free to take a call so they could introduce themselves and talk a little about their company. Over the following weeks I spoke primarily with a Managing Partner named Renato about the set up of my company.

He made it clear that CLM would be able to handle the set up as well as the ongoing accounting services I required (paying taxes, generating invoices etc). He provided me with a list of all the documents I will need through email and gave me a phone number so I could also reach out through WhatsApp anytime.

I got the required documents together over a couple of weeks, scanned them and sent them to him from Ireland. When I got to Brazil I got the remainder of the required documents (of course as well as a valid working visa) and mailed them to CLM.

Describe their billing or cost structure.

There is a monthly fee for the services, as well as one yearly fee. (13 payments a year) There was also a separate fee for the set up of my company in Brazil.

What was the team composition?

Initially I spoke mostly with one or two people, though as I progressed with CLM more people were made available to me.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

My process was a little bit stunted by the fact that I was moving countries and there were elements to the move that had to be dealt with before I could continue, such as attaining a visa. Once they were done CLM had my company set up within 30 days as promised.

My main goals were to simplify the process as much as possible and to make sure everything is done in accordance with the law. CLM absolutely helped me achieve those goals. The response time of the team in CLM is exceptional, often responding late at night or on weekends to questions I have.

How effective was the workflow between your team and theirs?

As previously mentioned, CLM's level of communication have far exceeded my expectations. There is rarely a delay in getting a response to my queries and any instructions/explanations I receive are always clear and easy to understand.

What did you find most impressive about this company?

What I found most impressive was how clearly the team communicates and how easily they understood what I was looking for. Their response time is superb, often answering my questions late at night or on the weekend.

I consider it a privilege to live and work in Brazil. With that in mind I was eager to pay all taxes required of me and to be respectful of the law here. I found CLM understood this perfectly and it is very comforting to know that I can rely on them to achieve that goal while keeping my best interests in mind.

Are there any areas for improvement?

As of yet there have been no problems.

BACKGROUND

Please describe your company and your position there.

Founded in August 2004, LINGATEC SOLUÇÃO EM MOVIMENTAÇÃO DE CARGAS LTDA operates throughout the national territory as an authorized distributor of worldwide brands for lifting loads such as CODIPRO - Luxembourg, VAN BEEST / PIN VERDE - Holland, KITO - Japan and we have a engineering department capable of designing SPECIAL DEVICES PROJECTS customized according to the needs of our customers.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CLM Controller?

Complete BPO accounting servisses. Including TAX, Payroll and Accounting.

What were your goals for this engagement?

My Goal was to outsource accounting areas out of my core business. Including TAX, Payroll and Accounting.

SOLUTION

How did you select this vendor?

CLM has a great background providing services to large companies in my sector.

Describe the engagement in detail.

First they helped me choosing the right tax regims for my company based on a Cash planning. Advised me with the opening of the company. Now they provide monthly accounting, tax and payroll services

Describe their billing or cost structure.

They charge a monthly fee according in to our initial contract that is included Tax, Accounting and Payroll Services.

What was the team composition?

We have two people on financial that report to me and in CLM I have a accounting manager that helps me with different areas.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

During this period we never had any problems with the tax authorities. CLM has always been open and competent to help me with all the doubts that I have related to my company from a tax, fiscal, accounting and payroll point of view.

How effective was the workflow between your team and theirs?

We communicate weekly because both sides need information from another to complete the job.

What did you find most impressive about this company?

They are extremely competent at what they do and I know that my company is safe with them doing the work

Are there any areas for improvement?

They could present me the financial indicators of my company monthly.

BACKGROUND

Please describe your company and position.

I am the CEO of an advertising & marketing company

Describe what your company does in a single sentence.

Marketing Agency.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CLM Controller to accomplish?

• Accounting
• Financial Planning
• Tax Consulting

SOLUTION

How did you find CLM Controller?

• Online Search
• Referral

Why did you select CLM Controller over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from CLM Controller were assigned to this project?

2-5 Employees

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

Vila Design is a marketing agency based in Brazil, operating worldwide.

To keep the company in line with local rules, legislation and meet offshore obligations, we hired the services of CLM Controller and found objectivity, transparency and responsiveness, which allowed Vila Design to accelerate its growth, certain of having the financial, legal and bureaucratic documents always in perfect order, with the convenience of a digital platform that provides documents along with high level graphs and analysis.

RESULTS & FEEDBACK

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

Growth, despite the world's worth political and social circumstances.

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

The best value is perceived when you don't even need to ask. Always in perfect order and at hand. Great work, 200% satisfaction.

What was your primary form of communication with CLM Controller?

• Virtual Meeting
• Email or Messaging App

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

Clean and objective reports, great consulting advices, always prepared for future issues, almost as if they already knew what was coming.

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

Not that I could notice.

BACKGROUND

Please describe your company and position.

I am the Country Manager of Crown Worldwide

Describe what your company does in a single sentence.

Crown Worldwide provides global mobility services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CLM Controller to accomplish?

• Accounting and tax services

SOLUTION

How did you find CLM Controller?

• Referral

Why did you select CLM Controller over others?

• Good value for cost
• Company values aligned

How many teammates from CLM Controller were assigned to this project?

2-5 Employees

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

Accounting, tax and payroll services.

RESULTS & FEEDBACK

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

Solutions we received.

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

Fast and accurate answers.

What was your primary form of communication with CLM Controller?

• Virtual Meeting

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

More than a company providing accounting, tax and HR services, CLM Controller has always guided us on legislation and market trends.

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

No.