Little Financial

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.