Accounting
Less than $10,000
Nov. 2021 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They’ve been really helpful and patient in teaching me."

Jan 19, 2022

CEO, TD Funding Solutions

Terry D'Alessandro

Financial services
Frisco, Texas
1-10 Employees
Phone Interview
Verified

Innovation Finances is providing accounting services to a financial firm, which includes handling their invoices and payroll and organizing their QuickBooks. They're also tasked to manage tax preparation.

The client has been satisfied with Innovation Finances' outputs. Their remarkable accounting knowledge allows them to foster strong collaboration. In addition, their seamless process enables them to meet the client's budget and deadlines, leading to an ongoing partnership.

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 CEO of TD Funding Solutions, and we’re located in Frisco, Texas.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Innovation Finances?

We hired Innovation Finances to handle our bookkeeping and other similar services.

SOLUTION

What was the scope of their involvement?

They’ve been helping me organize my QuickBooks, and they’re also training me how to use it. On top of that, their team supports me in processing my company’s invoices, payroll, and more. They’re set to handle our tax preparation.

What is the team composition?

I'm only working with one main point of contact.

How did you come to work with Innovation Finances?

I met Innovation Finances through a networking group.

How much have you invested with them?

We’ve spent under $1,000.

What is the status of this engagement?

Our ongoing partnership began in November 2021.

RESULTS & FEEDBACK

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

Innovation Finances is very knowledgeable, which allows them to meet expectations.

How did Innovation Finances perform from a project management standpoint?

They have a great project management process, which allows them to be on time and on budget. We communicate through Zoom, phone calls, and emails.

What did you find most impressive about them?

They’ve been really helpful and patient in teaching me.

Are there any areas they could improve?

No.

Do you have any advice for potential customers?

They’re really great to work with.

RATINGS

5.0

Innovation Finances

Providing Financial Help Is What We Do

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