Weiss & Company LLP

BACKGROUND

Introduce your business and what you do there.

I’m the owner of a B2B finance company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Weiss & Company LLP?

They’re our accounting partners.

SOLUTION

What was the scope of their involvement?

They primarily help us with tax work. 

What is the team composition?

I work with Mark (CPA). 

How did you come to work with Weiss & Company LLP?

We were referred to them.

How much have you invested with them?

We’ve spent about $25,000 so far.  

What is the status of this engagement?

We’ve been working together since 2010.

RESULTS & FEEDBACK

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

We’ve never had any issues. They’ve always prepared our taxes perfectly in compliance with the US government.  

How did Weiss & Company LLP perform from a project management standpoint?

They’re superb communicators, responding to our emails within hours at all times of the day. One member of their team arrives at the office very early in the morning, so we always have responses by the time we start our workday. 

What did you find most impressive about them?

Their responsiveness is incredible. 

Are there any areas they could improve?

I can’t think of anything. 

Do you have any advice for potential customers?

Use their web portal to transfer documents electronically and make the process more immediate.