Numetrica City Inc.

BACKGROUND

Please describe your company and your position there.

We provide educational course assessments and consulting

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Numetrica City Inc.?

Making sense of our numbers, automating some of the accounting and bookkeeping processes.

SOLUTION

How did you select this vendor and what were the deciding factors?

Based on a recommendation and consequently a consultation.

Describe the project in detail and walk through the stages of the project.

They implemented the accounting system The outcome was the financial system, which helped achieve excellent results on a timely basis. The rest was implanted through collaboration.

How many resources from the vendor's team worked with you, and what were their positions?

3 staff The head accountant Cloud bookkeeper and tax specialist.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The outcome was the financial system and the results in our hands-on on a timely basis. Always having answers to financial questions. Books organized. Having a shareholder storing tax and accounting reports. HST, Corporate tax, T4s, financial statements.

How effective was the workflow between your team and theirs?

Effortless.

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

The use of cloud accounting that everything fast and effective. Use of clouds at its best.

Are there any areas for improvement or something they could have done differently?

I can not add any suggestions since their work is highly technical.

BACKGROUND

Please describe your company and your position there.

Owner, Coach, Speaker & Course Developer

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Numetrica City Inc., and what were your goals?

We needed a reliable accountant who could take care of quarterly HST as well as yearly corporate and personal taxes.

SOLUTION

How did you select this firm and what were the deciding factors?

I met the owner personally some years ago and he left a very positive impression on me. I tried him and he was hands down the best accountant I've ever used so I've kept him for both my new business and personally.

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

Quarterly and yearly submissions.

Describe their billing or cost structure.

Monthly billing

How many resources from the firm's team worked with you, and what were their positions?

Three - the owner and two junior accountants

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

Considerably lower yearly tax payments. They are really worth every penny.

Describe their project management style, including communication tools and timeliness.

Communicate quickly via email, phone and text.

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

Moe. Moe's character, work ethic and ability to grow the business and face challenges with grace is impressive and unique.

Are there any areas for improvement or something they could have done differently?

I can't think of any.