Accounting
QuickBooks Accounting & Implementation
+4
$10,000 to $49,999
Jan. - July 2023

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They were great."

Apr 29, 2025

Executive, Innovation Homes

Anonymous

Other industries
Orem, Utah
1-10 Employees
Online Review

Little Financial provided accounting services for a property development company. The team was responsible for mapping out cash flow forecasts and managing payroll, accounts payable, and general bookkeeping.

Little Financial's work helped the client prevent cash shortages and identify project profitability. The team was responsive, delivered on time, and consistently exceeded the project's scope to provide assistance. Their commitment impressed the client, resulting in a positive engagement.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am an Executive of Innovation Homes

Describe what your company does in a single sentence.

Home Builder, general contractor, property development.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Little Financial to accomplish?

Establish project based accounting
map out cash flow forecasts
Run payroll, AP, and general bookkeeping

SOLUTION

How did you find Little Financial?

Referral

Why did you select Little Financial over others?

High ratings
Pricing fit our budget
Great culture fit
Good value for cost
Referred to me
Company values aligned

How many teammates from Little Financial were assigned to this project?

1 Employee

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

Our company needed to submit and process bank draws for paying subcontractors, also ran sister companies and multiple divisions. Little Financial came in and helped execute project based accounting to track and report profitability per project as well as manage overall cashflow and profitability.

RESULTS & FEEDBACK

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

Prevented cash shortages
Identified project profitability

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

Yes, very responsive and constantly steped beyond their scope to assist in meaningful ways

What was your primary form of communication with Little Financial?

In-Person Meeting
Virtual Meeting
Email or Messaging App

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

Their comittment to my success

Are there any areas for improvement or something Little Financial could have done differently?

They were great.

RATINGS

5.0

Little Financial

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