What evidence can you share that demonstrates the impact of the engagement?
The impact was huge for the first year in terms of the difference in my tax bill. That was by far the biggest change, and since then we haven’t had any problems at all. Accounting is one of those invisible things where if it’s done right, you don’t really notice it’s happening, so that’s a testament to their success.
We had a particular problem a couple of years ago when we got hit with a tax bill from Washington because we have an employee there, even though most of our business is in Georgia. Their team handled the situation really well, studying the differences in their tax laws to figure out what happened and how we could avoid it in the future, all for no extra charge to us, which I really appreciated.
How did Cory L Robinson CPA PC perform from a project management standpoint?
We touch base whenever there is a need because of changes in our financial situations or anything that happens on the tax end. We keep him in the loop about changes in how profitable we have been, and he always lets us know ahead of time how much we can expect to pay for the year in taxes.
What did you find most impressive about them?
They do a really good job of rolling with the punches and staying flexible. Whether it was reconciling manually cut checks for Christmas bonuses or learning about Washington tax law, we’ve never encountered a situation where they didn’t step up to the plate and figure out how to solve the problem for us.
Are there any areas they could improve?
I don’t have anything I wish they did differently, it has been fantastic to work with them.
Do you have any advice for potential customers?
I could not recommend more that any small business owner get accounting off their plate and into the hands of someone who knows what they’re doing.