Proact CFO Reviews (1), Pricing, Services & Verified Ratings

Accounting Business Consulting Fractional CFO Services
Confidential
May 2024

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"We were pleased with how quickly we were able to get everything setup."

Jul 15, 2024

Bookkeeper, Nonprofit Organization

Anonymous

Non-profit
Morristown, Tennessee
1-10 Employees
Online Review

A nonprofit organization hired Proact CFO for accounting services. The service provider was responsible for setting up payroll, selecting tax software, and streamlining electronic payments.

The systems that Proact CFO put in place work efficiently and allow the client to focus on key organizational goals. The team was responsive and completed tasks quickly. The client was impressed with Proact CFO's timeliness and overall depth of knowledge. The teams communicated via email.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Bookkeeper of a non-profit company

Describe what your company does in a single sentence.

Non-profit orgnaization serving families with disabilities.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Proact CFO to accomplish?

Setting up payroll
Selecting tax filing software
Streamlining electronic payments setup

SOLUTION

How did you find Proact CFO?

Referral

Why did you select Proact CFO over others?

Close to my geographic location
Great culture fit
Good value for cost
Referred to me
Company values aligned

How many teammates from Proact CFO were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

My organization previously had no employees but recently hired two employees and therefore had to setup payroll software and processes. Proact CFO provided consultating on which software would be best to use for and even pointed us to some discounts avaialble to non-profits. We now have payroll software and processes in place and things are running smoothly.

We are also working to consolidate our credit card processing services from several different companies to just one or two and Proact CFO was able to guide us towards a specific one that caters to non-profits, is much less expensive than others, and will likely make year-end donor reporting much more efficient as well.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We are now functioning well with two employees and have payroll systems in place that work efficiently so that we can focus on our key organizational goals and not be distracted time-consuming by back office processes.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Proact CFO was understanding and responsive to our needs. We were pleased with how quickly we were able to get everything setup.

What was your primary form of communication with Proact CFO?

Email or Messaging App

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

The depth of knowledge and timely responses.

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

None that I can think of.

RATINGS

5.0

Proact CFO

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