The Mackey Firm

BACKGROUND

Briefly describe what your company does and your role there. 

Owner operator of a residential and commercial cleaning business

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

Taking some of the weight of of myself. Not only am I an owner but also an operator. I do most clerical work, make appointments and deal with any custimer service issue and I go out and clean on top of inventory and scheduling and managing employees

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

They take care of my money. From intake to taxes, payroll and workmans comp to investments and 401k and retirement plans.

How many people does your company work with?

1-5

How did you find this provider?

Business Referral

Why did you choose to work with them?

• High ratings or positive reviews
• Pricing fits our budget
• Close to my geographic location
• Referred to me by a trusted source

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

Employees are paid on time w2s are correct and delivered on time. No penalties for any tax related issues. Tax Fillings are included now instead of seperate. Discounted services for employees through that company as well. This has streamlined alot for me.

How does your team communicate with this service provider?

• Virtual Meetings
• In-Person Meetings
• Phone calls
• Email or Messaging App

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

I'm impressed with the thoroughness of their work and their departments' quick response.