KKAJ, LLP

BACKGROUND

Introduce your business and what you do there.

I’m an executive at a business solutions firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with KKAJ, LLP?

We were trying to have a CPA firm capable of reviewing financials throughout the year and preparing our corporate returns.

SOLUTION

What was the scope of their involvement?

KKAJ, LLP has been doing tax preparation and financial planning for us.

What is the team composition?

We’ve worked with Sandie (Partner), among other members of their team.

How did you come to work with KKAJ, LLP?

They were referred to us by one of our employees.

How much have you invested in them?

We’ve spent around $5,000 with them so far.

What is the status of this engagement?

We started working together in February 2020, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We’ve had no audits, which makes us feel that they’re doing a great job of making us save money. Also, accounting errors have decreased since we started using them.

How did KKAJ, LLP perform from a project management standpoint?

Their project management has been great. In terms of tools, we use email, Zoom, QuickBooks, and Dropbox.

What did you find most impressive about them?

Their professionalism is outstanding; they’re a large firm associated with a group called The Big Six, which includes the biggest CPA firms in the country.

Are there any areas they could improve?

They could be more communicative to ensure that we’re as strategic as possible.

Do you have any advice for potential customers?

Be clear with what you want to do and where you’re planning to go.