Cultivate CPA PC

BACKGROUND

Please describe your company and position.

I am the Owner/Managing Member of New Day Excavating LLC

Describe what your company does in a single sentence.

We offer excavation and demolition services!

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cultivate CPA PC to accomplish?

• Too handle our tax filing
• Too help us understand as a business how to grow

SOLUTION

How did you find Cultivate CPA PC?

• Referral
• Other

Why did you select Cultivate CPA PC over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

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

They have been instrumental in keeping me compliant with the tax code and they handle all of my accounts.

RESULTS & FEEDBACK

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

We were able to minimize our tax liability while also growing our business.

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

They were available and or responded in a timely manner to our needs. 

What was your primary form of communication with Cultivate CPA PC?

• Virtual Meeting
• Email or Messaging App

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

Their work ethic and communication are impressive

Are there any areas for improvement or something Cultivate CPA PC could have done differently?

Not as far as I'm concerned