With over 25 years of experience in the financial sector, we specialize in providing comprehensive outsourced finance and accounting services, primarily serving clients in the US and UK. Our wide array of services includes:
1. Finance and Accounting Services: We offer tailored finance and accounting services for the US and UK markets, leveraging our team's extensive experience to ensure high-quality delivery.
2. Intelligent Process Automation: Our AI-driven IPA platform automates crucial document-based processes for seamless transactional data handling, including AP automation. It integrates with your team to provide hands-free processing, ensure fast, accurate data delivery, helping safeguard your business against future market challenges.
3. Bookkeeping Service: Our detail-oriented bookkeeping services provide accurate financial records vital for sound decision-making, ensuring your financial data is well-organized and current.
4. AP/AR Management: We optimize your accounts payable and receivable processes to enhance cash flow management and financial efficiency.
5. Tax Preparation and Review Services: Our comprehensive tax services ensure accuracy and compliance with the latest regulations, aiming to minimize liabilities and maximize savings.
6. Chief Financial Officer Services: Our strategic CFO services offer high-level financial insights and guidance, aiding in navigating complex financial landscapes for strategic planning.
Why Choose Us?
Over 25 Years of GAAP Expertise
Expertise in 12+ Accounting Software & ERP Systems
24/7 Services with 99% Accuracy
Document Security: Uncompromised Protection and Confidentiality
We excel in multiple accounting software and pride ourselves on adapting to evolving financial landscapes in the US and UK, ensuring compliance and delivering strategic insights that drive growth. Our seasoned professionals are dedicated to guiding startups and established enterprises alike through financial challenges, building lasting partnerships.
IBN Technologies LLC is noted for its budget-friendly pricing and strong value for cost, with clients emphasizing good communication and responsiveness. Specific project costs were not disclosed, but clients consistently cited satisfaction with the cost-effectiveness of their bookkeeping and administrative services.
The team at IBN Technologies LLC is commended for their professionalism, integrity, and responsibility. These attributes contribute to their reliable service delivery and client trust.
High Client Satisfaction and Loyalty
Clients express high satisfaction with IBN Technologies LLC's services, noting they would continue their partnership if not for budget constraints. This indicates strong client loyalty and trust.
Proficient in Bookkeeping and Accounting
IBN Technologies LLC is recognized for their expertise in bookkeeping and accounting services. Clients report accurate financial reports, timely reconciliations, and successful financial management.
Efficient Project Management
IBN Technologies LLC demonstrates efficient project management by meeting deadlines, prioritizing tasks effectively, and maintaining transparency with clients about progress and challenges.
No Major Areas for Improvement
Most clients report no significant areas for improvement, indicating satisfaction with the current level of service provided by IBN Technologies LLC.
Bookkeeping & Accounting Services for Investment Firm
AccountingBack Office Outsourcing
QuickBooks Accounting & Implementation
+1
Confidential
Jan. 2022 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They work hard, and we do not have to worry about action items slipping through."
May 8, 2024
Controller, Montague Street Capital
Elijah Comerchero
Financial services
New York City, New York
11-50 Employees
Online Review
IBN Technologies LLC provides ongoing bookkeeping and accounting services for an investment firm. The team reviews daily transactions, closes the books every month, and updates accruals every quarter.
IBN Technologies LLC reviews daily transactions of more than 15 end clients. The team answers questions quickly and clarifies issues regarding complex accounting tasks, and the client is impressed with their consistent, high-quality work. Moreover, they are flexible when it comes to urgent requests.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Controller of Montague Street Capital
Describe what your company does in a single sentence.
Small investment firm
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire IBN Technologies LLC to accomplish?
Bookkeeping
Month end close
Quarterly Accrual Accounting
SOLUTION
How did you find IBN Technologies LLC?
Referral
Why did you select IBN Technologies LLC over others?
High ratings
Pricing fit our budget
Great culture fit
Good value for cost
Referred to me
How many teammates from IBN Technologies LLC were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
IBN Tech does all of the back end accounting which entails reviewing daily transactions, closing the books each month using bank statements for each entity they manage, and trueing up accruals at the end of each quarter.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Our project is currently ongoing. The team at IBN tech is highly competent and does an excellent job with reviewing transactions from over 15 entities on a daily basis. They are highly responsive and reach out with clarifying questions when there are new or unfamiliar transactions. The team is very familiar with QBO and is able to make suggestions or clarify certain issues with some of our more complex accounting.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Our IBN Tech team responds very quickly and is quick to reach out for clarification should there be a question or unfamiliar situation. We have been very happy with the team in this area.
What was your primary form of communication with IBN Technologies LLC?
Email or Messaging App
What did you find most impressive or unique about this company?
The most impressive quality of IBN Tech is the consistency at which the team performs. They work hard, and we do not have to worry about action items slipping through. The team is also very amenable to last minute fixes that need to be made for our monthly presentations, which has been hugely helpful on more than one occasion.
Are there any areas for improvement or something IBN Technologies LLC could have done differently?
Early on, we had asked that the team reach out for new or confusing transactions. They have since taken this to heart and make a concerted effort to ensure all transactions are classified properly. We are very happy with the service they provide us.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Showing 11-11 of
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