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Expertise Beyond the Numbers

5.0
1 review

Maillie LLP is one of the leading regional accounting, tax, ​and advisory firms in Southeastern Pennsylvania. Our client service philosophy has helped forge an excellent working relationship with our diverse client base. From the traditional audit, accounting and tax services to our extensive business consulting and financial planning services, we are able to assist our clients with their current and future needs.

 
Undisclosed
 
Undisclosed
 
50 - 249
 Founded
1946
? These data points are estimates provided by the Clutch team. Each data point can change at any time and is subject to the company’s discretion once they claim ownership over their Clutch profile.
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Mont Clare, PA
headquarters
  • 140 Whitaker Avenue
    Mont Clare, PA 19453
    United States
    610.935.1420

Focus

? These focus breakdowns are estimates provided by the Clutch team. Service line and focus breakdowns can change at any time and are subject to the company’s discretion once they claim ownership over their Clutch profile.
Service lines
  • Tax Preparation
  • Financial Accounting
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Reviews

5.0
1 review
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Tax Accounting & Business Advisory for IT & Dev Company

"The team at Maillie LLP provides a great value."

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5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
Feb. 2014 - Ongoing
Project summary: 

An IT consulting firm employs Maillie LLP to assist with their accounting needs. They provide tax strategy & filing services, financial consulting, and business advisory services.

The Reviewer
 
11-50 employees
 
Wayne, Pennsylvania
Brian Dainis
Founder & CEO, Curotec
 
Verified
The Review
Feedback summary: 

Providing an efficient service, the team at Maillie LLP has their clients’ best interests in mind. While their responsiveness could improve during busy times, their team takes on urgent tasks quickly. Customers can expect a specialized and personable team.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the founder of Curotec, an IT consulting firm that offers e-commerce, software development, system integration, and overall consulting & strategic services. For our customers, we can provide those as an outsourced project, or we can place full-time people at our clients’ locations.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Maillie LLP?

We hired Maillie LLP for tax accounting and business advisory.

SOLUTION

What was the scope of their involvement?

The services that their team provides are primarily tax accounting & filing, tax strategy, M&A consulting, and general financial strategic consulting. We’ve used them several times to evaluate different acquisitions, and in 2017, they helped us through an actual purchase.

What is the team composition?

We’ve primarily worked with one person. There are a few others on the backend that assist with international tax questions and admin support.

How did you come to work with Maillie LLP?

In 2014, we merged with another organization. Maillie LLP was the firm that they were using for accounting services. We had worked with another firm before Maillie LLP. I wasn’t happy with their service speed, so ultimately, we decided to transition with Maillie LLP.

How much have you invested with them?

Each year, we spend around $15,000–$20,000, depending on if we use extra consulting services.

What is the status of this engagement?

We started working with them in February or March 2014.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Our point of contact is on top of everything, bringing great ideas to the table. Our company isn’t big enough yet to have a CFO or a controller. But even if we were, we would probably still outsource these accounting services. The team at Maillie LLP is full of great people. They even helped us avoid an acquisition that wasn’t in our best interests.

How did Maillie LLP perform from a project management standpoint?

We usually use email and phone calls to communicate at least once a month. Sometimes we meet in-person. There are times where our teams go two or three months without talking, but it’s usually once a month. Right now, we’re working on R&D credits and tax preparation, so our talks have been weekly or even daily.

What did you find most impressive about them?

The team at Maillie LLP provides a great value. They have a lot of different departments with different specializations. When we have difficult questions that our CPA can’t answer, he has resources internally that can help.

Are there any areas they could improve?

Sometimes it takes a while to hear back from them during tax season. Greg has been pretty responsive recently, but sometimes he gets bogged down with work. They can take a week or two to hear back from when it isn’t an urgent matter. If it’s urgent, they’re pretty quick.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer
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