Rise Consulting Group Reviews (1), Pricing, Services & Verified Ratings

Accounting
Less than $10,000
May 2022 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

“I’m most impressed with Rise Consulting Group’s attention to detail.”

Aug 25, 2022

President & Founder, Step2health

Vince Baiera

Other industries
San Diego, California
501-1,000 Employees
Phone Interview
Verified

Rise Consulting Group handles a health and wellness company's accounting and bookkeeping efforts. This involves tracking their inventory, reconciling their bank accounts, and reviewing their transactions.

Rise Consulting Group's support has been integral in helping the client track their inventory and maintaining accurate records of their transactions and accounts. Organized and thorough, the team provides detailed reports and communicates well. What stands out the most is their attention to detail.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the founder and president of Step2health, a health and wellness company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Rise Consulting Group?

I needed a company that could handle my accounting and bookkeeping.

SOLUTION

What was the scope of their involvement?

Rise Consulting Group handles my accounting and bookkeeping needs. This involves doing inventory tracking, reconciling all of my bank accounts, and reviewing all of my transactions. They do some financial planning for me as well. Once they go through my accounts, my CFO reviews the reports and signs off on them.

What is the team composition?

I’ve worked with three people from Rise Consulting Group, including an account manager, a manager, and the owner.

How did you come to work with Rise Consulting Group?

I found Rise Consulting Group through a referral.

How much have you invested with them?

I’ve spent somewhere around $10,000 so far.

What is the status of this engagement?

We started working together in May 2022, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Rise Consulting Group has been integral in helping us track our inventory and making sure that the things we’re claiming and accounting for are accurate. With them, the main measure of success is being able to have the correct information and show how they got it.

How did Rise Consulting Group perform from a project management standpoint?

Rise Consulting Group has performed well in terms of project management. We typically communicate through email.

What did you find most impressive about them?

I’m most impressed with Rise Consulting Group’s attention to detail.

Are there any areas they could improve?

No, I don’t have any complaints.

Do you have any advice for potential customers?

Make sure to take a professional approach with them. It’s also important to give them all the documentation and information that they require in a timely manner.

RATINGS

5.0

Rise Consulting Group