Could you share any evidence that would demonstrate the productivity, quality of work, or impact of the engagement?
One thing I think is incredibly important is ongoing education. Kenny has continued to pursue that. He has his CPA license, and he’s now getting a CFP [certified financial planner] certification. He’s constantly learning new things by going to conferences, finding out about arcane tax rules and accounting ideas, then applying that to his customers. We’re constantly benefiting from Kenny’s drive to learn and get better.
Do you know if he’s using any payroll tools, such as QuickBooks, or is the work custom?
He uses a few different tools. My company uses QuickBooks online, and he’s very familiar with that. He now uses a software for accounting and another for tax, but I don’t remember the names.
Are you able to measure the impact on your company and bottom line?
It’s massive. He’s enabled us to be able to hire people remotely in other states and countries while dealing with the tax, accounting, and legal issues that have come up through doing so. He’s done a great job. Without that, our expenses would be far higher, and the operation just couldn’t run the way it does.
Are there any areas Westside could improve?
Kenny’s been getting a little busier, and response times could improve a little bit, but he always gets everything done that we need.
What advice would you give a potential customer of Westside to get the most out of the relationship?
You definitely need to walk Kenny through the full business model that you have to give him a complete understanding, and a way to tie his accounting and tax knowledge to your business.