Richey May & Co., LLP

BACKGROUND

Introduce your business and what you do there.

I'm an executive at a fintech company located in New York.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Richey May & Co., LLP?

We needed someone to audit our financial statements since, by law, we're required to do it for each of our offerings.

SOLUTION

What was the scope of their involvement?

Richey May & Co., LLP provides tax reporting for us as a company and for each one of our clients. They audit the financials of each one of the funds we offer and report this information to the different agencies.

What is the team composition?

We've been working with 5–8 members of their team, including senior accountants, account representatives, account managers, and tax specialists.

How did you come to work with Richey May & Co., LLP?

I went to look at who competitors used and figured that if it's good enough for them, then it's probably good enough for me.

How much have you invested with them?

We've spent around $100,000 with them so far.

What is the status of this engagement?

We started the partnership in October 2020, and it's still ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

They've delivered everything for me on time and according to the law's regulations.

How did Richey May & Co., LLP perform from a project management standpoint?

They meet deadlines and stay on budget. Regarding communication, we use emails and phone calls.

What did you find most impressive about them?

They're a very knowledgeable team about the particular financial auditing in our workspace.

Are there any areas they could improve?

I don't think there's anything they can improve on, but they could request less of my time.

Any advice for potential customers?

They're a pretty well-oiled machine, so sign up with them, and they'll provide everything in the contract.