Nimbl

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Nimbl is a CPA firm founded in 2018 with fewer than 50 experts. Based in Salt Lake City, Utah, they provide tax preparation, payroll processing, and bookkeeping services for small businesses.

Client Insights

Industry Expertise

Other industries

70%

Advertising & marketing

15%

Real estate

15%

Client Size Distribution

Small Business (<$10M) 100%

Common Project Size

$10K-$49K 2 projects

<$10K 1 project

Clients

  • Avalaunch Media

Highlights from Recent Projects

Overall Rating

5.0
3 Reviews

Nimbl was hired by a self-storage facility co-owner to handle all aspects of accounting for their businesses, including the self-storage facility, trailer park, rentals, and the co-owner's husband's business. The client had been managing the books on their own but decided to engage a professional team to alleviate the stress. Nimbl's team, which consisted of an account manager, tax planner, and tax preparer, has been working with the client since January 2019. The client pays Nimbl about $500 each month for their services, totaling an investment of around $15,000–$20,000 so far.

A marketing company engaged Nimbl to handle the accounting side of their business. The client granted Nimbl access to their books through QuickBooks, and the team helped to clean everything up and set up a process to break down all expenses for the different companies into different compartments. This process is now run on a monthly basis to ensure smooth operations during tax season. The client primarily interacts with an account manager and a bookkeeper, with occasional contact with one of Nimbl's co-founders. The client pays Nimbl around $8,000–$9,000 per year, and the engagement, which started in September 2017, is ongoing.

Avalaunch Media, a digital agency, hired Nimbl to advance their financial handling. Nimbl provided financial consulting and accounting services, including CFO-level advice and assistance with basic processes such as payroll and taxes. The team helped to upgrade many of the client's old manual processes and incorporate technology into their system. The client works with two members of the Nimbl team and invests a few thousand dollars a month in their services. The ongoing engagement with Nimbl began in December 2019.

Timeliness

5.0

Service Excellence

5.0

Value

4.8

Would Recommend

5.0