Escalon Services, Inc.

BACKGROUND

Introduce your business and what you do there.

I’m the owner and CEO of Tripelina, a digital travel agency that allows users to search, plan, and book their trips.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Escalon Services, Inc.?

Once I established the company, I wanted to find a solid accounting firm that helps with startups.

SOLUTION

What was the scope of their involvement?

Their team helps with all of the accounting logistics for my company. They advise me on my filings and gather expenses.

What is the team composition?

I primarily work with Sarah (Co-Founder).

How did you come to work with Escalon Services, Inc.?

I was previously using in-house support for accounting. A friend of mine recommended Escalon Services, Inc. to me.

How much have you invested with them?

We’ve invested between $8,000–$10,000.

What is the status of this engagement?

We started our engagement with them in February 2018.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

It’s good to work with a company that has your best interests at heart. Their team guided me in a world that I had no experience in before. They streamlined all of my finances. Everything gets filed on time, and we work together monthly. They quickly followed up with me if they needed something.

How did Escalon Services, Inc. perform from a project management standpoint?

I’ve had a very good experience. They’re very prompt in what they do.

What did you find most impressive about them?

There is a good synergy between their team.

Are there any areas they could improve?

They could put together a newsletter with information around tax-related news or trends. That would be interesting since they’re dealing with startups. It could update and inform their clients.

Do you have any advice for potential customers?

They’re very reasonably priced for what they’re doing. They have a good and professional staff and service. It seems personal.

BACKGROUND

Please describe your company and position.

 I am the Ceo of an information technology company 

Describe what your company does in a single sentence.

SaaS

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Escalon Services, Inc. to accomplish?

• Projections
• Basic Accounting

SOLUTION

How did you find Escalon Services, Inc.?

Referral

Why did you select Escalon Services, Inc. over others?

Referred to me

How many teammates from Escalon Services, Inc. were assigned to this project?

2-5 Employees

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

They really didn’t scope because it was later discovered they didn’t look at the work

RESULTS & FEEDBACK

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

No progress or success

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

Lack of communication, no one was listening to the project manager.

What was your primary form of communication with Escalon Services, Inc.?

Virtual Meeting

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

Nothing

Are there any areas for improvement or something Escalon Services, Inc. could have done differently?

Operations and services