Austin, TX based Accounting Firm
Ray CPA, P.C. provides tax and accounting services throughout Texas, although we have clients and welcome business from several states throughout the U.S. The company began as Ray Tax Services, LLC in 2003. Mr. Ray is a licensed Texas Certified Public Accountant, a member of the American Institute of Certified Public Accountants, and a Certified Quick Books Pro Advisor.
We are dedicated to bringing our clients advanced, state of the art financial solutions, as evidenced by our commitment to Information Technology. Mr. Ray is also a licensed CITP. The AICPA’s Certified Information Technology Professional (CITP) Credential is the premier credential for CPAs specializing in IT, business system reporting, internal controls, fraud considerations and assessment of risk. CPA.CITPs are recognized for their unique abilities to provide business insight by leveraging their expertise in information relationships and supporting technologies. The CITP designation is officially sponsored by and facilitated by staff of the American Institute of CPAs (AICPA), the national professional organization for all certified public accountants (CPAs).
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MomentumMKT
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Accounting & Bookkeeping for Marketing Consultancy
"Their process is streamlined for efficiency and the team is proactive."
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the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I'm the co-founder of a strategic marketing and consulting firm called MomentumMKT, LLC.
What challenges were you trying to address with Ray CPA, P.C.?
We needed assistance with accounting and tax preparation.
What was the scope of their involvement?
They help us set up our business as an LLC and register 1099 employees that work with us. They continue to provide tax services to us.
What is the team composition?
My main point of contact is Josh (Owner), but I’ve also worked with several other employees.
How did you come to work with Ray CPA, P.C.?
I received a referral from my broker. I liked my conversations with them, so I decided to move forward with them.
How much have you invested in them?
We’ve invested at least $5,000.
What is the status of this engagement?
We started working with them in the fall of 2015, and our relationship is ongoing.
What evidence can you share that demonstrates the impact of the engagement?
Before hiring them, I was spending a lot of my nights and weekends doing all our accounting and tax prep. The biggest impact they’ve made for me is saving time, and allowing me to focus on my core business.
How did Ray CPA, P.C. perform from a project management standpoint?
They’ve performed very well. The team consistently delivers on time, so I never have to worry about something not being filed on time. We receive quarterly reports and having meetings over the phone and via email.
What did you find most impressive about them?
Their process is streamlined for efficiency and the team is proactive.
Are there any areas they could improve?
Sometimes it can be a little confusing which teammate to go to about a specific issue.
Do you have any advice for potential customers?
It’s important to go into the engagement knowing what processes you want them to own, and which processes you want to own.
As a result of Ray CPA, P.C.’s work, the client was able to save time and focus more on their core business. The team always delivered on time and was organized in their communication and project management.