First Valley Accounting CPA

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of CoinZoom

Describe what your company does in a single sentence.

CoinZoom is more than just an exchange, we offer the complete crypto experience.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire First Valley Accounting CPA to accomplish?
We engaged First Valley Accounting CPA to handle our bookkeeping and financial records. We wanted our funds to be properly managed and documented, so we made sure all applicable rules and regulations were followed.

SOLUTION

How did you find First Valley Accounting CPA?

Referral

Why did you select First Valley Accounting CPA over others?

• High ratings
• Good value for cost
• Referred to me

How many teammates from First Valley Accounting CPA were assigned to this project?

2-5 Employees

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

All of our financial records and activities, including bank reconciliations, financial reporting, and accounts payable and receivable, were overseen by First Valley Accounting CPA. They also assisted us in getting ready for yearly audits and offered advice on matters pertaining to taxes. Accurate and current financial records, prompt reporting, and adherence to all applicable rules and regulations were among the main objectives.

RESULTS & FEEDBACK

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

Better financial management, fewer mistakes in our financial records, and more adherence to pertinent rules and regulations were the project's results. We also received assistance from First Valley Accounting CPA in determining where we might cut expenses and simplify our financial proceduction.

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

The project management of First Valley Accounting CPA was outstanding. They were punctual in delivering all things and readily accessible to address inquiries and offer assistance as required.

What was your primary form of communication with First Valley Accounting CPA?

• Virtual Meeting
• Email or Messaging App

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

The First Valley Accounting CPA's meticulous attention to detail and dedication to offering top-notch services were truly remarkable. They went above and above to guarantee the accuracy and timeliness of our financial records, and they consistently take the initiative to point out areas that need improvement.

Are there any areas for improvement or something First Valley Accounting CPA could have done differently?

We found First Valley Accounting CPA's service to be extremely satisfactory and did not find any significant areas for improvement or anything they might have done better.

BACKGROUND

Please describe your company and position.

I am the Owner of Salted Chef

Describe what your company does in a single sentence.

We provide personal chef service. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire First Valley Accounting CPA to accomplish?

• Bookkeeping services

SOLUTION

How did you find First Valley Accounting CPA?

• Online Search
• Referral

Why did you select First Valley Accounting CPA over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from First Valley Accounting CPA were assigned to this project?

2-5 Employees

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

We hired First Valley to clean up our books. We use QuickBooks and during the initial stage they helped with classifying and preparing the financials statements. Currently they spend about 20 hours a month helping with monthly bookkeeping and payables.

RESULTS & FEEDBACK

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

Our books are much more transparent and our tax accountant has been much happier. 

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

Yes. They provide the monthly financials on time. 

What was your primary form of communication with First Valley Accounting CPA?

Virtual Meeting

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

The cost is great, and the services have been better than our prior accountant.

Are there any areas for improvement or something First Valley Accounting CPA could have done differently?

No.