Line Accountancy

BACKGROUND

Please describe your company and position.

I am the Principal of AKOS INC.

Describe what your company does in a single sentence.

Appraisal and Real Estate services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Line Accountancy to accomplish?

• Reorganize my accounts in QuickBooks Desktop
• Establish monthly reporting
• Preparation for on time Tax Returns

SOLUTION

How did you find Line Accountancy?

Online Search

Why did you select Line Accountancy over others?

Good value for cost

How many teammates from Line Accountancy were assigned to this project?

2-5 Employees

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

Review, categorization, and setup of chart of accounts in Quickbooks Desktop

RESULTS & FEEDBACK

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

Books and accounting records were organized into Quickbooks Desktop with monthly and annual reports ready for tax returns.

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

Line Accountancy helped me move my disorganized records and documents into an orderly accounting system with regular monthly input from me and complete monthly reports from them.

What was your primary form of communication with Line Accountancy?

Email or Messaging App

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

Line Accountancy is both responsive and proactive in getting me into a regular monthly schedule of accounting that allowed me to be ready for end of year tax preparation.

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

Line Accountancy help me get organized and that was my main goal.

BACKGROUND

Please describe your company and your position there.

I am the CEO of a construction company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Line Accountancy?

Booking Services

What were your goals for this project?

My goal was to find someone reliable to clean the books of our company.

SOLUTION

How did you select this vendor?

I searched online for this particular service. Once I selected this vendor, we had a series of discovery meetings to discuss our goals and objectives. Within the first month this company was able to show me tha

Describe the project in detail.

The project was to clean the work done by a previous vendor

What was the team composition?

N/a

RESULTS & FEEDBACK

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

Our books are correct since we let this company handle them.

How effective was the workflow between your team and theirs?

I was impress by the timeliness of the team.

What did you find most impressive about this company?

This company goes above and beyond to get things done on time and correctly.

Are there any areas for improvement?

I’m very satisfied with their work. Can’t think of anything right now that can be improved.