Outsourcing Business Solutions

BACKGROUND

Please describe your company and your position there.

I am the Accounting Manager for a CPA firm, Foresight Financial CPA, LLC.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Outsourcing Business Solutions, and what were your goals?

We have multiple bookkeeping clients. It is a constant battle to keep every client on track and on time. We use their services to help us get more done faster for our clients. They do QuickBooks Online for our firm.

SOLUTION

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

We look for firms that are more accessible and reliable than merely relying on separate individual contractors. With this firm, we get a team. We get bookkeeping help, but also, we have other contacts with them who help in urgent matters.

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

It is a typical bookkeeping arrangement. We contract with them for help on bookkeeping. In particular, they help us with categorization and reconciliation.

Describe their billing or cost structure.

Cost effective compare to hiring extra bookkeepers.

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

A couple of accountants, but more were available if we needed them.

RESULTS & FEEDBACK

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

They help us meet our bookkeeping deadlines. They also alert us to any questions or problems.

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

We use email, zoom and shared google drives.

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

I like the way that we could count on them to be there when they say they will. Sometimes, other contractors were unreliable.

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

No complaints

BACKGROUND

I am the Founder & CEO, Viwork Digital of Viwork Digital

We execute digital marketing tasks for various organizations.

OPPORTUNITY / CHALLENGE

• Accounting processes

SOLUTION

Online Search, Referral

Pricing first our budget, Good value for cost, Referred to me, Company values aligned

2-5 Employees

Virtual Meeting, Email or Messaging App

Outsourcing Business Solutions held the overall responsibility of all our accounting processes. This included recording and maintaining financial transactions, reconciling bank accounts and credit card statements and preparing and filing taxes on our behalf.They ensured compliance with accounting standards and regulations and also provided financial analysis and insights for seamless operations.

RESULTS & FEEDBACK

• Accurate and timely financial reports
• Cost savings
• Better financial analysis and insights

We have been working with Outsourcing Business Solutions for over two years for our accounting tasks and their project management has been exceptional. They have consistently delivered on time and within the allocated budget, which is quite impressive. In addition, their communication has been prompt and professional. Whenever we had any questions or concerns, they responded quickly and addressed them in a satisfactory manner. They were also proactive in providing updates and progress reports throughout the project, which helped to keep us informed and aligned with our goals. Overall, we are extremely pleased with their project management and would highly recommend Outsourcing Business Solutions to anyone looking for a reliable and efficient partner for their projects. Their attention to detail, communication skills, and ability to meet deadlines make them stand out as a top-notch service provider.

Outsourcing Business Solutions uses the latest technology and software and has a team of experienced professionals who have helped us streamline our accounting processes.

They have delivered remarkable results for us and we look forward to a long term collaboration with them.