Oaxview, LLC

BACKGROUND

Introduce your business and what you do there.

I’m the executive of Sabinas Landscaping, a lawn maintenance services company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Oaxview, LLC?

I hired Oaxview, LLC to help with my bookkeeping and business taxes.

SOLUTION

What was the scope of their involvement?

Oaxview, LLC provides monthly bookkeeping, monthly tax strategy calls, quarterly CFO reports, and annual tax filings.

What is the team composition?

We work with one teammate from Oaxview, LLC.

How did you come to work with Oaxview, LLC?

Oaxview, LLC was referred to me. I chose them because they were close to my geographic location, their pricing fit our budget, and they were referred to me.

How much have you invested with them?

We’ve spent less than $10,000.

What is the status of this engagement?

We started working together in February 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

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

I’m able to view my financial statements on a monthly basis and see where to cut costs or increase pricing. Oaxview, LLC’s work has led to higher profitability, reduced expenses, and better cash flow management. They also help me track my accounts payable better.

How did Oaxview, LLC perform from a project management standpoint?

Oaxview, LLC delivers on time every month. We communicate via virtual meetings, email, and a messaging app.

What did you find most impressive about them?

I’m impressed that Oaxview, LLC doesn’t take advantage of businesses. They price everything fairly, are professional, and meet their delivery deadlines.

Are there any areas they could improve?

No, there’s nothing they need to improve.