Accounting Financial Advising & Planning
Less than $10,000
Dec. 2016 - Ongoing

5.0

Quality: 5.0

Schedule: 4.0

Cost: 4.5

Willing to Refer: 5.0

"I've seen a steady increase in sales growth directly due to their resource allocation plan."

Jul 13, 2022

Employee, Agricultural Business

Anonymous

Energy & natural resources
Carrollton, Georgia
1-10 Employees
Survey Response

Grillo and Associates provides an agricultural business with short- and long-term financial planning assistance to help them grow and utilize their profits wisely.

Grillo and Associates' resource allocation plan has helped the client steadily increase their sales growth. Overall, the client is happy with their partnership.

BACKGROUND

Briefly describe what your company does and your role there.

Agriculture livestock and produce

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

To grow and utilize our profits wisely through a productive system of dispersal throughout our operational expenses.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

Full scale long and short term financial planning assistance

How many people does your company work with?

How did you find this provider?

Online search

Why did you choose to work with them?

Close to my geographic location
Pricing fits our budget
Referred to me by a trusted source
Company values aligned

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

I've seen a steady increase in sales growth directly due to their resource allocation plan.

How does your team communicate with this service provider?

In-Person Meetings
Phone calls
Email or Messaging App
Mobile Text Messages

Are there any areas for improvement or something this service provider could have done differently?

None I can think of. I'm happy.

RATINGS

5.0

Grillo and Associates

Financial Services in Georgia

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