Accounting
$10,000 to $49,999
July 2019 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They’re patient with me, which I appreciate — they’ve definitely helped us out."

Oct 27, 2021

Director, Acorn Public Library

Dorothy Koll

Education
Illinois, United States
11-50 Employees
Phone Interview
Verified

A public library hired George Roach & Associates to provide accounting services. They check everything from payrolls to expense receipts to create annual audit reports with financial statements.

The client is delighted with George Roach & Associates’ straightforward processes. They lead a patient but timely process to ensure the effectiveness of the project. The client also praises their competitive prices compared to their previous providers.

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 director of a public library located in Chicago.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with George Roach & Associates?

We needed a partner for our accounting matters.

SOLUTION

What was the scope of their involvement?

George Roach & Associates help us with our annual audits, and we’ve been using them for three consecutive years. They come to the library for a whole day, audit or files like payrolls and expense receipts, and prepare our annual reports with financial statements for the county and state. In addition to that, they’ve also helped us with consulting on managing our funds more efficiently.

What is the team composition?

We usually work with 1–2 members from their team, including George (Managing Partner).

How did you come to work with George Roach & Associates?

They were referred to us by a colleague. We chose them because they were more affordable than our previous accounting firm.

How much have you invested with them?

We’ve spent $20,000 with them so far.

What is the status of this engagement?

We started working together in July 2019, and the engagement is ongoing.

RESULTS & FEEDBACK

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

They make this a straightforward process; I sometimes get frustrated with accounting issues, but they’re patient with me, which I appreciate — they’ve definitely helped us out.

How did George Roach & Associates perform from a project management standpoint?

They perform great; they’re timely, efficient, and meet all the agreed deadlines. In terms of communication, we usually use email and phone calls.

What did you find most impressive about them?

They have competitive prices compared to their competitors.

Are there any areas they could improve?

I don’t think there’s anything they can improve on.

RATINGS

5.0

GRA, PC (George Roach & Associates)

Accounting. Auditing. Consulting

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