indinero

BACKGROUND

Please describe your company and position.

I am the COO of Probari

Describe what your company does in a single sentence.

Probari provides clinical consulting services to nursing homes for the improvement of care.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire indinero to accomplish?

• Strategic planning
• Manage accounting
• Assist with taxes

SOLUTION

How did you find indinero?

Referral

Why did you select indinero over others?

• Pricing fit our budget
• Referred to me

How many teammates from indinero were assigned to this project?

2-5 Employees

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

This is standard accounting services, not a specific project.

RESULTS & FEEDBACK

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

Compliance with audits

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

All services are rendered on time.

What was your primary form of communication with indinero?

• Virtual Meeting
• Email or Messaging App

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

indinero is very professional and responsive.

Are there any areas for improvement or something indinero could have done differently?

Not that I can think of.

BACKGROUND

Please describe your company and position.

I am the Sales Outsourcing of Sales Outsourcing

Describe what your company does in a single sentence.

We excel in managing client-facing campaigns, ensuring top-quality prospects and enhanced sales pipelines.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire indinero to accomplish?

• We hired Indinero to streamline our financial processes, provide expert accounting support, and ensure compliance with tax regulations.

SOLUTION

How did you find indinero?

Online Search

Why did you select indinero over others?

High ratings

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

Indinero provided a comprehensive suite of accounting services, including bookkeeping, tax preparation, and financial reporting. Their team managed our day-to-day financial transactions, ensured compliance with tax regulations, and prepared quarterly and annual financial statements. Key deliverables included monthly profit-and-loss reports, balance sheets, tax filings, and strategic financial insights to help guide our business decisions.

RESULTS & FEEDBACK

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

The partnership with Indinero resulted in improved financial accuracy and efficiency. We saw a significant reduction in time spent on bookkeeping and tax preparation, allowing us to focus more on business growth.

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

Indinero’s project management was efficient and organized. They consistently delivered all items on time, meeting deadlines without any delays. Communication was clear and proactive, and they were always responsive to our needs, providing updates and addressing any concerns promptly.

What was your primary form of communication with indinero?

Email or Messaging App

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

What stood out most about indinero was their deep understanding of our business's financial needs and their ability to provide personalized solutions. Their seamless integration of accounting, tax, and financial advisory services into one platform was incredibly valuable, making it easy for us to manage our finances without needing to rely on multiple providers.

Are there any areas for improvement or something indinero could have done differently?

I have no areas for improvement to mention. Our experience with Indinero has been exceptional, and they have consistently met or exceeded our expectations.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of W.Bradford

Describe what your company does in a single sentence.

W.Bradford is a full-service, globally focused marketing agency focused on bold creative, highly-targeted strategy, and sales enablement for B2B companies.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire indinero to accomplish?

• Develop standard systems for projection, cashflow, and overall accounting
• Advise on revenue growth and profitability strategies and solutions
• Provide tax and other state filings on our behalf

SOLUTION

How did you find indinero?

Online Search

Why did you select indinero over others?

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

How many teammates from indinero were assigned to this project?

2-5 Employees

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

• Bookkeeping
• Accounts Receivable
• Accounts Payable
• Payroll Services
• Tax Services
• Outsourced CFO

RESULTS & FEEDBACK

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

• Alignment with industry-standard ratios for revenue, expenses, profitability, gross margin, etc.
• Smoother internal operations related to accounting activities
• More predictable projections and cashflow as a result of proper accounting systems being set up

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

Indinero is always on time, always thorough, and always proactive.

What was your primary form of communication with indinero?

• Virtual Meeting
• Email or Messaging App

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

The approach is really lean, comprehensive, responsive, and fast. We require partners who can keep up with the fast pace of business concerns related to marketing agency operations.

Are there any areas for improvement or something indinero could have done differently?

We could not ask for more. We have been assigned a masterful accounting team that is there with us every step of the way, through every up and down.

BACKGROUND

Please describe your company and position.

I am the CEO of Masterpiece Cuisine

Describe what your company does in a single sentence.

Food Service Management and Catering.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire inDinero to accomplish?

• clean up our books
• accrual bookkeeping

SOLUTION

How did you find inDinero?

Online Search

Why did you select inDinero over others?

• Pricing fit our budget
• Good value for cost
• demonstrated competence

How many teammates from inDinero were assigned to this project?

1 Employee

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

Indinero had their hands full trimming our 7 different QBO accounts down to 1, streamlining our accounts payable process and delivering monthly measurable accrual bookkeeping. They delivered above and beyond on all accounts.

RESULTS & FEEDBACK

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

Our P&L on QBO is accurate and reviewable, we only have 1 QBO account and 1 bank account as opposed to many before.

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

very efficient and great communication by Brittany and Carla.

What was your primary form of communication with inDinero?

• Virtual Meeting
• Email or Messaging App

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

They are very thoughtful, consider how you want things done, and find good solutions to make that happen that is beneficial to everyone involved. Brittany especially is very good at this.

Are there any areas for improvement or something inDinero could have done differently?

none so far.

BACKGROUND

Briefly describe what your company does and your role there. 

We Design and sell our own and other brand's apparel products as well as jewelry and other accessories online and at two different locations in that state of texas . I have current the CIO of the company

OPPORTUNITY / CHALLENGE

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

To find a company that can accurately and legally take care of a majority our needs in this area of our business so that we can dedicate more time , focus , and resources on other operations .

SOLUTION

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

They completely handle all of our accounting , booking , and tax related operations and information .

How many people does your company work with?

10+

How did you find this provider?

Referral

Why did you choose to work with them?

• Positive reviews and ratings
• Pricing fits our budget
• Good value for cost
• Referred to me by a trusted source

RESULTS & FEEDBACK

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

Thanks to inDinero, we don't dedicate as much time to this area of business as before. We let professionals handle our financial needs without worrying about any errors or costly mistakes that could really hurt us

How does your team communicate with this service provider?

• In-Person Meetings
• Virtual Meetings
• Phone calls
• Email or Messaging App
• Project Management platform
• Mobile Text Messages

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

It is a bit costly but considering their expertise and dependability from every one involved on their side of our partnership i believe it is well worth it

BACKGROUND

Please describe your company and your position there.

SaaS solution

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire inDinero, and what were your goals?

Accounting Services

SOLUTION

How did you select this firm and what were the deciding factors?

Referral.

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

The first step was onboarding which lasted a couple of days.With their experience working with similar business, it was straightforward for them to understand the business quickly & run the accounting services for us fully.

Describe their billing or cost structure.

Flexible pricing - billed hourly.

How many resources from the firm's team worked with you, and what were their positions?

About 5 people - who are specialist on their own individual domain.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

Within a month - they took over all Accounting Services from our side.

Describe their project management style, including communication tools and timeliness.

Well organized. Knowledgable and very responsive.

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

They have streamlined our complete accounting, booking, and tax-filing process - allowing us to have a lean finance team & focus on the core part of our business. Furthermore, the team understands the cross-country accounting rules that only a handful of firms do. They help us sleep well at night - knowing that the accounting part of the organization is under control.

Are there any areas for improvement or something they could have done differently?

None that I can think of.

BACKGROUND

Please describe your company and your position there.

I'm the CEO of the company. Ricult is a fintech in Agriculture headquartered in Boston, the USA having operations in Thailand, Pakistan and Vietnam

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire inDinero, and what were your goals?

We hired them purely for accounting services and a part-time CFO, especially for US office.

SOLUTION

How did you select this firm and what were the deciding factors?

Referal from one of my founder friends. The main deciding factors were getting feedback on their services and the number of startups that work with them.

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

InDinero manages all our accounting requirements, including taxation, management reporting, consolidation of reports, dealing with the IRS, etc.

Describe their billing or cost structure.

Monthly subscription + extra per hour billing for additional services

How many resources from the firm's team worked with you, and what were their positions?

We work with one CFO and one accountant. we also have access to their other teams e.g. tax etc.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

they re always on top of the timelines related to management reporting and taxes. Never seen any delays.

Describe their project management style, including communication tools and timeliness.

They have a Dashboard that is always updated and all required reports, information, etc are easily accessible. it is a very good and efficient tool

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

They were responsive, courteous, knowledgeable, and resourceful.

Are there any areas for improvement or something they could have done differently?

if they could also take care of payroll taxes.

BACKGROUND

Please describe your company and your position there.

We sell at-home sugaring paste for hair removal. I run operations for the company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire inDinero, and what were your goals?

We are a new company (less than 2 yeas) and we needed an accounting team to clean up our books and give us an accurate understanding of our financial heath. We hadn't even seen an accurate P&L before bringing them on.

SOLUTION

How did you select this firm and what were the deciding factors?

We interviewed a number of firms. Wee chose InDinero because of their experience working with CPG/inventory-holding companies and because of their price.

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

They started up cleaning up and reconciling our books. Now they manage our end-to-end accounting using Quickbooks online.

Describe their billing or cost structure.

Hourly billing rate

How many resources from the firm's team worked with you, and what were their positions?

3-5 team members:

• Senior controller
• Assistant controller
• Various accountants

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

They were able to clean our 2021 books (which were quite a mess) by February 2022.

Describe their project management style, including communication tools and timeliness.

Great communication and timeliness. The senior controller schedules regular calls with us to go over bills, finances, etc.

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

They are very attentive and responsive.

Are there any areas for improvement or something they could have done differently?

We would have liked for them to work a little bit faster on cleaning the 2021 books but we understand it was a very large endeavor