Accounting
Confidential
June 2015 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

“Overall, we save time and money with them.”

Jun 25, 2020

CEO, Nextiny Marketing

Gabriel Marguglio

Advertising & marketing
Sarasota, Florida
11-50 Employees
Phone Interview
Verified

Koontz & Parkin, CPAs provides bookkeeping, tax preparation, and tax consultation services for a marketing agency.

Koontz & Parkin, CPAs work has been extraordinary. The team delivers high-quality bookkeeping services and they’re always proactive in alerting their customers of new tax laws. Customers can expect a thorough team that provides excellent value.

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 a marketing agency that works with companies in the real estate, healthcare, and technology industries.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Koontz & Parkin, CPAs?

We needed help with monthly bookkeeping.

SOLUTION

What was the scope of their involvement?

They do all of our monthly bookkeeping and tax preparation. The team also gives advice on financial decisions for our company.

What is the team composition?

I work with Marina (CPA & Chartered Accountant).

How did you come to work with Koontz & Parkin, CPAs?

They were referred by a friend, and we’re also in the same building.

How much have you invested with them?

We’ve spent around $30,000.

What is the status of this engagement?

We started working together in June 2015, and our work is ongoing.

RESULTS & FEEDBACK

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

They give us great peace of mind. We never have issues with our accounting or the IRS. The team makes sure we’re following best practices and really acts as a partner for us. Overall, we save time and money with them.

How did Koontz & Parkin, CPAs perform from a project management standpoint?

They’re amazing. We can call directly or schedule a meeting in person. They even have electronic systems set up so I don’t even have to go in to sign papers.

What did you find most impressive about them?

They know what they’re doing, which is critical for an accountant. The team also keeps up with the law, since its always changing. They’re proactive with updating us and taking care of things on our behalf.

Are there any areas they could improve?

No, nothing comes to mind.

RATINGS

5.0

Koontz & Parkin, CPAs

Certified Public Accountants

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