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.