FinRise Advisors

BACKGROUND

Please describe your company and position.

I am the Owner of Garuda Lifecare

Describe what your company does in a single sentence.

-

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire FinRise Advisors to accomplish?

• Bookkeeping
• cashflow forecast

SOLUTION

How did you find FinRise Advisors?

Referral

Why did you select FinRise Advisors over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from FinRise Advisors were assigned to this project?

2-5 Employees

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

• Books cleanup
• AR AP reconciliation
• Bank Reconciliation
• Accrued liabilty accounts reconciliation

RESULTS & FEEDBACK

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

My books of accounts now 100 % reliable giving true and fair picture of my business. due to there services i am able to track old receivables resulting into 25% increase in cash inflow.

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

• They deliver the project on time. 
• They generally respond within a hour with all the answer to my question.

What was your primary form of communication with FinRise Advisors?

• Virtual Meeting
• Email or Messaging App

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

FinRise Advisors' resources are very knowledgeable. They keep track of every detail and helped me recover my old AR.

Are there any areas for improvement or something FinRise Advisors could have done differently?

I would love to hearback from them instantly.

BACKGROUND

Please describe your company and position.

I am the owner of BINDIAN

Describe what your company does in a single sentence.

E-Commerce Company

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire FinRise Advisors to accomplish?

• Books Cleanup
• Reconciliation - Bank, Credit Card, AR, AP
• Budgetting and Forecasting
• cash flow management

SOLUTION

How did you find FinRise Advisors?

Online Search

Why did you select FinRise Advisors over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from FinRise Advisors were assigned to this project?

2-5 Employees

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

• Bank Reconciliation- Banks, Credit Cards 
• Books Clean-up 
• Accounts receivable & Accounts payable management
• Daily transactions/ Data entry 
• Bookkeeping 
• Resolving accounting discrepancies 
• Preparing accounting and financial reports 
• Cash Flow management 
• Payroll management 
• Monthly/Yearly Closures

RESULTS & FEEDBACK

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

Finrise Advisors' QuickBooks bookkeeping services have been a game-changer for our business. Since engaging their services, we have seen a 30% reduction in accounting errors and a 25% increase in financial processing efficiency. Their team's expertise and proactive support have saved us countless hours each month. Highly recommended!

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

Their project management is efficient, delivering every item on time. The team is responsive and adaptable, reducing our accounting errors by 30% and increasing financial processing efficiency by 25%. Highly recommended!

What was your primary form of communication with FinRise Advisors?

• Virtual Meeting
• Email or Messaging App

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

They have excellent bookkeeping and reconciliation skills; they have reconciled our messed up bank, having more than 1000 line items each month, very efficiently.

Are there any areas for improvement or something FinRise Advisors could have done differently?

A minor improvement could be more proactive communication. Highly recommended!