Lalea & Black

BACKGROUND

Please describe your company and your position there.

I am the CEO of a digital marketing & SEO agency in Los Angeles.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Lalea & Black?

We needed ongoing expert-grade financial strategy & accounting services.

What were your goals for this project?

Our goals were to find a vendor who could handle our ongoing bookkeeping and accounting needs while providing executive-level financial strategy advice & tax planning.

SOLUTION

How did you select this vendor?

We were referred to Daniel & his team by a mutual client.

Describe the project in detail.

We receive daily, monthly, and annual outsourced accounting support as well as tax strategy and preparation.

What was the team composition?

We work directly with Daniel most of the time.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Daniel is a world-class CPA with terrific relationship skills. The things we pay for are what we expect to be high quality (accounting, tax work, financial strategy). The combination of his friendliness and personal care for our finances are the cherry on top. His financial advice and planning have clearly resulted in adding to our profitability.

How effective was the workflow between your team and theirs?

Working with Daniel & his team is seamless. Streamlined processes and few requirements on our end (we're very hands off).

What did you find most impressive about this company?

Daniel cares about his clients and provides actionable, step-by-step advice for making the most of our finances. There are no hiccups or weird moments and everything is well-planned and executed.

Are there any areas for improvement?

None that we can think of.