Accounting Business Consulting
Tax Consulting
+3
Less than $10,000
Oct. 2020 - Ongoing

5.0

Quality: 5.0

Schedule: 4.5

Cost: 4.5

Willing to Refer: 5.0

"Everything that their team has promised has been implemented."

Jul 8, 2021

Founder, Appsetters

Tom Finnegan

Other industries
New York City, New York
Phone Interview

Finance For Thought generates tax planning strategies to streamline the business operations of a SaaS startup. They also make custom proposals and project plans based on the financial information they collate.

Equipped with unmatched field expertise, Finance For Thought consistently meets their client's needs through their tailored financial solutions and implementations. The team remains communicative and prompt despite facing uncontrollable hurdles, ensuring an agreeable partnership.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the founder of Appsetters. We use a mobile platform to sell guaranteed sales appointments.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Finance For Thought?

We needed their team to generate advanced financial solutions.

SOLUTION

What was the scope of their involvement?

Finance For Thought conducts thorough research and implements a variety of financial and tax planning strategies to support our business.

They provide us with the information we need to implement the different components of our business processes. Additionally, they collate all the information they’ve researched by creating custom proposals and project plans.

What is the team composition?

We worked with 2–4 resources from their team.

How did you come to work with Finance For Thought?

I personally know Dan (Founder & Managing Partner).

How much have you invested with them?

We’ve spent about $5,000–$10,000 so far.

What is the status of this engagement?

We kicked off the engagement in October 2020, and it’s ongoing.

RESULTS & FEEDBACK

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

Finance For Thought has taken our business situation into ample consideration and delivered tailored results based on our problems. Everything that their team has promised has been implemented, so we’re satisfied with their services.

How did Finance For Thought perform from a project management standpoint?

Finance For Thought has diligently met our deadlines despite some constraints that have caused unexpected delays. I don’t hold them accountable for factors that they have no control over.

What did you find most impressive about them?

Finance For Thought is a detail-oriented team — their meticulous and exceptional solutions unfailingly meet our needs.

Are there any areas they could improve?

They could benefit from a more streamlined and communicative approach. There’ve been instances where we’ve had misunderstandings due to miscommunication among their resources.

Do you have any advice for potential customers?

Make sure to provide them with all the information they need. Leaving out even small details can affect the quality of their deliverables since financing is a tedious process.

RATINGS

5.0

Finance For Thought

A financial organization in New York.

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