Accounting Financial Advising & Planning
$10,000 to $49,999
Jan. 2018 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 4.5

Willing to Refer: 5.0

"We are highly impressed with our current financial advisor."

Apr 29, 2022

Owner, Restaurant

Anonymous

Other industries
Harrogate, Tennessee
51-200 Employees
Survey Response

Dunham Associates CPAs provides financial advising services to help a restaurant become more organized and on track to bring more revenue. They identify the restaurant's financial goals and how to achieve them.

Dunham Associates CPAs has helped the restaurant increase their company and customer revenues. Thanks to their assistance, the client's customer satisfaction is also at an all-time high. Overall, the client is highly impressed with how they have guided them to meet and exceed their goals.

BACKGROUND

Briefly describe what your company does and your role there.

My company is a Restaraunt/that during certain seasons it is visited more. I am the manager of this restaurant .

OPPORTUNITY / CHALLENGE

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

To get our company more organized and on track to bring in more revenue

SOLUTION

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

Our financial advisor keeps in close contact with us, checks in regularly and we investigate the goals we have accomplished within the company realm

How many people does your company work with?

6-10

How did you find this provider?

Referral

Why did you choose to work with them?

Positive reviews and ratings
Close to my geographic location
Pricing fits our budget
Referred to me by a trusted source
Company values aligned

RESULTS & FEEDBACK

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

Our companies revenue has increased as well as our customer revenue, Customer satisfaction is also at an all time high

How does your team communicate with this service provider?

In-Person Meetings
Virtual Meetings
Phone calls
Email or Messaging App

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

No, we are highly impressed with our current financial advisor. He has helped us meet and or exceed our goals

RATINGS

5.0

Dunham Associates CPAs

Certified Public Accountants

Pricing Snapshot

Most Common Project Size

Select a service to see pricing information

Highly Rated Similar Providers

Overall Review Rating

Quality

Schedule

Cost

Willing to Refer