Accounting Finance & Accounting Outsourcing (FAO)
QuickBooks Accounting & Implementation
Less than $10,000
Jan. 2023 - Ongoing

4.5

Quality: 5.0

Schedule: 4.5

Cost: 5.0

Willing to Refer: 4.5

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

Jun 28, 2024

Owner, Garuda Lifecare

Ajay Kumawat

Other industries
India
11-50 Employees
Online Review

FinRise Advisors has been hired by a beauty and cosmetics company to provide accounting book clean-up services. The team is responsible for reconciling the client's AR AP, bank, and accrued liability accounts.

FinRise Advisors' work ensures the client's accounting books are 100% reliable and enables them to track old receivables, resulting in a 25% increase in cash inflow. The team delivers tasks on time, generally responds to the client's questions within one hour, and provides knowledgeable resources.

The client submitted this review online.

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.

RATINGS

4.5

Accounting
QuickBooks Accounting & Implementation
Confidential
Jan. 2022 - Ongoing

5.0

Quality: 4.5

Schedule: 4.5

Cost: 5.0

Willing to Refer: 4.5

"They have excellent bookkeeping and reconciliation skills."

Jun 24, 2024

Owner, Bindian

Raghav Gupta

eCommerce
India
11-50 Employees
Online Review

FinRise Advisors provides bookkeeping and cashflow management support for an e-commerce company. Their tasks include payroll management, data entry, and accounting and financial report preparation.

FinRise Advisors' work has led to a 30% decrease in accounting errors and a 25% increase in financial processing efficiency. Their proactive approach, efficiency, and timely delivery ensure a seamless workflow. Above all, the client praises the team's accurate bookkeeping skills and flexibility.

The client submitted this review online.

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!

RATINGS

5.0

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