Moss Adams

BACKGROUND

Briefly describe what your company does and your role there. 

We are a network of healthcare providers.

OPPORTUNITY / CHALLENGE

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

We were looking for someone with a good local reputation to help navigate not-for-profit tax compliance.

SOLUTION

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

As we are a very large NFP, we need a firm that was big enough to handle our large yet diverse set of needs

How many people does your company work with?

2–5

How did you find this provider?

Referral

Why did you choose to work with them?

• Close to my geographic location
• Great culture fit
• Referred to me by a trusted source
• Company values aligned

RESULTS & FEEDBACK

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

Concrete and documented deliverables, certification that returns and other compliance measures have been completed and filed.

How does your team communicate with this service provider?

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

Are there any areas for improvement or something this service provider could have done differently?

We are very satisfied with their work.