Accounting Business Consulting Financial Advising & Planning
Less than $10,000
Jan. 2023 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Everything is delivered in the correct manner."

Mar 10, 2024

Managment, Global Communication

Anonymous

Telecommunications
Greensboro, North Carolina
1-10 Employees
Online Review

Pyramid Financial Services provides accounting and consulting services for a communications services firm. The team is responsible for QuickBooks clean-up, bookkeeping, corporation tax return, and tax planning.

Pyramid Financial Services has been professional and efficient in bookkeeping and taking care of the client's corporation tax returns. They've been responsive and easy to work with, and internal stakeholders praise the service provider's prompt responsiveness and result-driven approach.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Managment of Global Communication

Describe what your company does in a single sentence.

Communications services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Pyramid Financial Services to accomplish?
Tax Accounting and Consulting

SOLUTION

How did you find Pyramid Financial Services?

Online Search
Clutch Site

Why did you select Pyramid Financial Services over others?

High ratings
Close to my geographic location
Pricing fit our budget
Great culture fit
Good value for cost
Company values aligned

How many teammates from Pyramid Financial Services were assigned to this project?

2-5 Employees

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

Quickbooks clean up, Bookkeeping, corporation tax return, and tax planning for small business

RESULTS & FEEDBACK

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

The CPA team we worked with was professional and efficient. They handled our bookkeeping and took care of our corporation tax return. They made sure that we met all deadlines with utmost care.

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

Their exceptional ease of collaboration and ability to deliver significant tax savings to my small business were truly impressive

What was your primary form of communication with Pyramid Financial Services?

In-Person Meeting
Virtual Meeting
Email or Messaging App

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

Their prompt response to my inquiries and exceptional results have been impressive.

Are there any areas for improvement or something Pyramid Financial Services could have done differently?

Everything is delivered in the correct manner

RATINGS

5.0

"Pyramid's team went above and beyond in providing exceptional knowledge and friendly service. Thanks to their efforts, my experience was nothing short of excellent. I highly recommend their services to anyone in need of reliable and professional assistance."

Pyramid Financial Services

North Carolina Accounting Firm

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