What evidence can you share that demonstrates the impact of the engagement?
Since bringing them on, I don’t need to have an in-house bookkeeper at all anymore. It alleviates the need for me to have an employee to train and consider employee turnover.
How did Omnis Bookkeeping & Business Solutions perform from a project management standpoint?
We speak daily, in some fashion. All of the invoices come to me, so when one does, I’ll email it over to their team. Once I send the information over to Haley, I don’t need to think about it again. We mostly communicate through email, text, and Slack. Although I could call them, it’s easier to just send them my information and questions.
What did you find most impressive about them?
Their efficiency in getting everything accomplished and in adding more duties to their plate are great.
Are there any areas they could improve?
For now, I’m really satisfied.
Do you have any advice for potential customers?
As with any business out there, understand the caseload of the team you’re working with. It’s helpful for them to understand what I’m asking for and needing, and for me to understand their workload.