Gurian CPA, PLLC

BACKGROUND

Please describe your company and position.

I am the project lead of Language Bear

Describe what your company does in a single sentence.

Language Bear is a global content writing and translation company that provides high quality multilingual content solutions for businesses across various industries.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Gurian CPA, PLLC to accomplish?

• We hired Gurian CPA, PLLC to provide reliable accounting support and help improve the efficiency, accuracy and organization of our financial processes.

SOLUTION

How did you find Gurian CPA, PLLC?

• Online Search
• Clutch Site

Why did you select Gurian CPA, PLLC over others?

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

How many teammates from Gurian CPA, PLLC were assigned to this project?

2-5 Employees

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

Gurian CPA, PLLC provided comprehensive accounting support to help us improve the accuracy, organization, and efficiency of our financial operations. The scope of work included reviewing our existing accounting processes, maintaining accurate financial records, providing financial reporting support and offering guidance on best practices for managing our business finances. 

Key deliverables included account reviews and reconciliations, financial reporting, assistance with accounting processes, and ongoing advisory support to help us better understand our financial position. Gurian CPA also provided recommendations for improving financial workflows, increasing efficiency and ensuring that our accounting practices supported our operational goals.

RESULTS & FEEDBACK

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

The engagement with Gurian CPA, PLLC resulted in improved accuracy, organization, and efficiency across our accounting processes. We gained better visibility into our financial information through more consistent reporting and improved record management, allowing our team to make decisions with greater confidence.

Their support helped reduce accounting inconsistencies, improve the reliability of financial data and create more structured workflows for managing financial activities. We also benefited from timely insights and recommendations that helped us plan more effectively and address potential challenges proactively.

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

Gurian CPA, PLLC demonstrated excellent project management throughout the engagement. They maintained clear communication, provided regular updates, and ensured that accounting tasks and deliverables were completed according to agreed timelines. Their organized approach helped keep the engagement on track and allowed us to address financial needs efficiently.

 The team was highly responsive and accommodating whenever we had questions or required additional support. They took the time to understand our priorities, provided clear explanations, and adjusted their approach when needed to better support our business requirements.

What was your primary form of communication with Gurian CPA, PLLC?

• Virtual Meeting
• Email or Messaging App

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

What impressed us most about Gurian CPA, PLLC was their proactive and personalized approach to accounting. They went beyond simply managing financial tasks by taking the time to understand our business needs and providing insights that helped us improve our financial processes and decision making. 

Their ability to combine accounting expertise with practical business guidance was especially valuable. The team communicated clearly, responded quickly to our questions and provided recommendations that were both thoughtful and actionable. Their focus on building a long term partnership and delivering meaningful value made them stand out from a traditional accounting provider. 

Are there any areas for improvement or something Gurian CPA, PLLC could have done differently?

Our experience with Gurian CPA, PLLC was very positive, and we did not encounter any major issues throughout the engagement. The team was professional, responsive, and consistently provided valuable accounting support.

BACKGROUND

Please describe your company and position.

I am the HR Assistant, of Modeshift

Describe what your company does in a single sentence.

Modeshift is a mobility technology company focused on transforming public transportation through innovative digital solutions.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Gurian CPA, PLLC to accomplish?

• We hired Gurian CPA, PLLC to provide business consulting support focused on improving operational efficiency, strengthening internal processes and gaining clearer insights to support strategic decision making.

SOLUTION

How did you find Gurian CPA, PLLC?

• Online Search
• Clutch Site

Why did you select Gurian CPA, PLLC over others?

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

How many teammates from Gurian CPA, PLLC were assigned to this project?

2-5 Employees

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

Gurian CPA, PLLC provided business consulting services focused on evaluating our operational processes, identifying areas for improvement, and providing strategic recommendations to support business growth. The scope of work included reviewing existing workflows, analyzing organizational needs and helping us develop more efficient approaches to managing internal operations. 

Key deliverables included a comprehensive assessment of business processes, recommendations for improving operational efficiency, guidance on organizational planning, and actionable strategies to address identified challenges. Gurian CPA also provided ongoing advisory support, helping our team evaluate opportunities, prioritize improvements and make informed decisions based on their expertise and analysis.

Their consulting approach was collaborative and practical, ensuring that recommendations were aligned with our business objectives. The engagement provided valuable insights into improving processes, strengthening operational structure and creating a more effective foundation for future growth. 

RESULTS & FEEDBACK

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

The engagement with Gurian CPA, PLLC resulted in measurable improvements in our operational planning and decision making processes. Their recommendations helped us identify workflow inefficiencies, establish clearer processes and improve alignment between business objectives and day to day operations. 

As a result of their guidance, we gained better visibility into areas requiring improvement, improved internal coordination and developed more structured approaches to managing business activities. Their insights helped reduce operational challenges, support more informed decision making and create a stronger framework for sustainable growth. 

The value of the engagement was demonstrated through improved efficiency, clearer strategic direction and the ability to address business needs proactively rather than reactively. Gurian CPA’s practical recommendations provided lasting improvements that supported our continued organizational development. 

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

Gurian CPA, PLLC demonstrated strong project management throughout the engagement. They maintained clear communication, set realistic timelines, and kept us informed at each stage of the consulting process. Their deliverables and recommendations were provided in a timely manner, allowing our team to review insights and implement improvements without unnecessary delays.

The team was highly responsive to our questions and adapted well to our changing business needs. They took the time to understand our challenges, provided thoughtful guidance and offered practical solutions that aligned with our objectives. Their collaborative approach made the engagement efficient and ensured that expectations were consistently met.

Overall, Gurian CPA managed the project professionally, delivered on commitments and provided reliable support throughout the engagement. 

What was your primary form of communication with Gurian CPA, PLLC?

• Virtual Meeting
• Email or Messaging App

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

What impressed us most about Gurian CPA, PLLC was their ability to provide practical, business-focused guidance rather than offering generic consulting recommendations. They took the time to understand our organization, challenges and goals before developing solutions, which made their recommendations more relevant and actionable.

Their combination of professional expertise, proactive approach, and strong communication set them apart. The team was able to identify opportunities for improvement, explain complex business considerations clearly and provide insights that supported better decision making. Their commitment to building a collaborative relationship and delivering measurable value made them a trusted consulting partner. 

Are there any areas for improvement or something Gurian CPA, PLLC could have done differently?

Our experience with Gurian CPA, PLLC was very positive, and we did not encounter any significant issues during the engagement. The team was professional, responsive and provided valuable guidance that supported our business objectives.

BACKGROUND

Please describe your company and position.

I am the Project Manager, of Instructure

Describe what your company does in a single sentence.

Instructure is an education technology company that provides cloud-based learning and engagement solutions for educational institutions and organizations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Gurian CPA, PLLC to accomplish?

• We hired Gurian CPA, PLLC to strengthen our accounting processes, improve the accuracy and timeliness of financial reporting and provide ongoing financial guidance.

SOLUTION

How did you find Gurian CPA, PLLC?

• Online Search
• Clutch Site

Why did you select Gurian CPA, PLLC over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Gurian CPA, PLLC were assigned to this project?

6-10 Employees

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

Gurian CPA, PLLC provided comprehensive accounting support tailored to our operational and financial needs. The engagement began with a review of our existing accounting processes, reporting structure and financial controls to identify opportunities for improvement and greater efficiency.

Key deliverables included monthly bookkeeping and account reconciliations, preparation of detailed financial statements, support for budgeting and forecasting activities, cash flow monitoring and guidance on accounting best practices. The team also assisted with tax planning and compliance related matters, ensuring that financial records were accurate, organized and aligned with regulatory requirements. 

RESULTS & FEEDBACK

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

The engagement delivered several measurable improvements to our financial operations. We achieved more accurate and timely monthly financial reporting, which reduced the time required to complete month end close activities and improved visibility into organizational performance. The quality and consistency of financial data also improved, enabling leadership teams to make decisions with greater confidence. 

Gurian CPA helped strengthen budgeting and forecasting processes, resulting in more reliable financial projections and better alignment between operational planning and financial objectives. Their ongoing oversight and recommendations reduced accounting discrepancies, improved account reconciliation accuracy and enhanced compliance with internal and external reporting requirements.

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

Gurian CPA, PLLC demonstrated strong project management throughout the engagement. They established clear communication channels, maintained a consistent schedule for financial reviews and reporting activities and kept all stakeholders informed of progress and upcoming deadlines. Deliverables such as financial statements, reconciliations and advisory recommendations were provided on time and with a high level of accuracy. 

The team was highly responsive to our needs and adapted quickly when priorities changed or additional support was required. They were readily available to answer questions, provide clarification on financial matters and offer practical recommendations to address emerging challenges. Their proactive communication style helped prevent issues from escalating and ensured that important decisions could be made with the most current financial information available.

Overall, Gurian CPA operated as a reliable partner, consistently meeting deadlines while providing attentive, client focused support throughout the engagement. 

What was your primary form of communication with Gurian CPA, PLLC?

• Virtual Meeting
• Email or Messaging App

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

What impressed us most about Gurian CPA, PLLC was their proactive and collaborative approach to accounting. Rather than limiting their involvement to routine bookkeeping or tax related tasks, they worked closely with our team throughout the year to provide ongoing financial guidance and strategic insights. Their emphasis on planning ahead and identifying potential issues before they became problems helped us make more informed decisions and avoid unexpected challenges. 

We also appreciated their ability to combine technical accounting expertise with a strong understanding of business operations. The team took the time to understand our goals, communicated complex financial concepts in a clear and practical manner and consistently provided recommendations that delivered tangible value. Their responsiveness, attention to detail and commitment to building a long term partnership set them apart from many traditional accounting firms. 

Are there any areas for improvement or something Gurian CPA, PLLC could have done differently?

Our experience with Gurian CPA, PLLC was overwhelmingly positive and there were no significant issues during the engagement.

BACKGROUND

Please describe your company and position.

I am the President, of CLN of South Florida Inc.

Describe what your company does in a single sentence.

 Inc manufactures industrial machinery for the industrial sign making market.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Gurian CPA, PLLC to accomplish?

• Accounting and tax services
• Bookkeeping
• Payroll

SOLUTION

How did you find Gurian CPA, PLLC?

Online Search

Why did you select Gurian CPA, PLLC over others?

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

How many teammates from Gurian CPA, PLLC were assigned to this project?

2-5 Employees

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

We hired Gurian CPA, PLLC to completely outsource the bookkeeping, accounting, taxes and payroll which were all being handled internally. We wanted to hire a professional firm with full service capabilities.

RESULTS & FEEDBACK

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

Update and upgrade to Quickbooks Online and restructured categories in QBO to be less complicated. Payroll is much easier now as we were manually cutting checks once per week and are now using Gusto with direct deposit. The  Gurian CPA, PLLC team has been helpful as we navigate everything that needs to be done transitioning the business after we acquired it in May 2025.

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

The team was always very fast to respond to requests. We are navigating a complex business that has been around for almost 30 years. There have been a lot of questions and a lot of things to set up with the new Quickbooks system as well as making sure all tax items are paid on time, and the team has been very helpful with all of that.

What was your primary form of communication with Gurian CPA, PLLC?

• Virtual Meeting
• Email or Messaging App

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

They take the time to fully explain what needs to be done and why. Again we stepped into a running business that was in full operation, so assuming all of these reoccurring responsibilities has been a challenge and they have been here to help since the kickoff call.

Are there any areas for improvement or something Gurian CPA, PLLC could have done differently?

NO, the team is always responsive but it sometimes seems like they have a big workload.

BACKGROUND

Please describe your company and position.

I am the CEO of Wrangler Data

Describe what your company does in a single sentence.

 FinTech startup.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Gurian CPA, PLLC to accomplish?

• Gurian CPA, PLLC was brought on to help the FinTech company manage accounting around interchange fees, capital inflows, and platform fee structures.

SOLUTION

How did you find Gurian CPA, PLLC?

• Online Search
• Clutch Site

Why did you select Gurian CPA, PLLC over others?

• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Gurian CPA, PLLC were assigned to this project?

2-5 Employees

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

They delivered flawless categorization, automated reconciliations, and audit-ready reports for financial partners.

RESULTS & FEEDBACK

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

• Passed independent audit in under 5 weeks
• Created real-time revenue tracking models
• Board reporting streamlined by 40%

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

They provided extremely reliable weekly deliverables. No delays. All queries are responded to within 24 hours.

What was your primary form of communication with Gurian CPA, PLLC?

• Virtual Meeting
• Email or Messaging App

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

Their ability to handle technical Wrangler Data workflows without hand-holding they understand our fee logic better than our internal ops team.

Are there any areas for improvement or something Gurian CPA, PLLC could have done differently?

No.

BACKGROUND

Please describe your company and position.

I am the Director Marketing of 1435 Capital Management

Describe what your company does in a single sentence.

We provide technology-enabled solutions that help healthcare organizations streamline clinical workflows, boost revenue, modernize patient experiences and reduce operational costs.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Gurian CPA, PLLC to accomplish?

• We brought Gurian CPA, PLLC on board primarily to bring structure, clarity and control to our department-level bookkeeping, with a specific focus on marketing expenses.

SOLUTION

How did you find Gurian CPA, PLLC?

• Online Search
• Clutch Site

Why did you select Gurian CPA, PLLC over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Gurian CPA, PLLC were assigned to this project?

2-5 Employees

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

Gurian CPA, PLLC was engaged to manage department-level bookkeeping for us, with a primary focus on marketing expenses. Their scope included tracking and categorizing spend by campaign, vendor, and channel in QuickBooks Online; managing vendor invoices, ad spend, and recurring software costs; monitoring budgets against actuals; and delivering monthly reconciled reports for leadership. With controller-level oversight, they ensured financial accuracy, compliance and audit readiness. Key deliverables included a detailed marketing expense ledger, budget vs actual reports, reconciled statements and an audit-ready QuickBooks file.

RESULTS & FEEDBACK

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

The measurable outcomes from our project with Gurian CPA, PLLC included the following:

• 100% on-time monthly closes for the marketing department’s financials
• A fully categorized and audit-ready QuickBooks Online file, tailored to departmental reporting
• Clear budget vs. actual reports, enabling better spend control and forecasting
• A 30–40% reduction in time spent by our internal team on managing marketing expenses
• Improved financial visibility that supported more informed decision-making at the leadership level

Before Gurian CPA, PLLC, our team spent approximately 10–12 hours per week on the following tasks:

• Collecting and organizing receipts and invoices
• Manually categorizing transactions in QuickBooks
• Following up on vendor payments
• Reconciling ad spend across platforms (Google, Meta, LinkedIn)
• Creating budget tracking spreadsheets
• Preparing monthly reports for leadership

After Gurian CPA, PLLC, these tasks were either fully offloaded or streamlined. Our team now spends only 6–7 hours per week (mostly for approvals and high-level review) thanks to the following:

• Gurian CPA, PLLC automated categorization and reconciliations
• Proactive reporting and dashboards
• Direct vendor and expense management by their team
• Controller-level oversight reducing internal double-checking

The result was a consistent 30–40% drop in manual workload, freeing up our team to focus more on strategic marketing activities.

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

Gurian CPA, PLLC project management was highly reliable and responsive. They consistently delivered reports and reconciliations on time, maintained clear communication channels, and adapted quickly to our evolving needs. Their team was proactive in flagging issues, following up on missing information, and ensuring deadlines were met without compromising on accuracy. We appreciated their structured approach especially the monthly close process and regular check-ins which kept everything on track and gave us confidence in the financial data.

What was your primary form of communication with Gurian CPA, PLLC?

• In-Person Meeting
• Email or Messaging App

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

What stood out most about working with Gurian CPA, PLLC was their ability to combine hands-on bookkeeping with controller-level oversight something rare in outsourced finance teams. They weren’t just data entry partners; they truly understood our business context and helped us build department-level financial discipline. Their responsiveness, attention to detail and ability to deliver clean, audit-ready books consistently made them feel like an extension of our in-house team. The fact that they could handle complex marketing spend tracking across multiple platforms with minimal back-and-forth was particularly impressive.

Are there any areas for improvement or something Gurian CPA, PLLC could have done differently?

One area where Gurian CPA, PLLC could have improved was more proactive data visualization and dashboarding. While their reports were accurate and timely, having more real-time, visual insights especially for non-finance stakeholders would have made it easier for our marketing team to track spend and performance at a glance. Additionally, a more formal onboarding or documentation process in the early phase would have helped us ramp up faster and reduce initial back-and-forth. That said, their team was quick to adapt once aligned and remained responsive throughout.