perceptiveCFO

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Accounting company perceptiveCFO was launched in 2016. They are located in Austin, Texas and have a midsize team. PerceptiveCFO provides Accounting, Fractional CFO Services, Back Office Outsourcing, and Finance & Accounting Outsourcing (FAO).

Client Insights

Industry Expertise

This provider has not added their industry expertise.

Client Size Distribution

This provider has not added their client sizes.

Common Project Size

<$10K 1 project

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

5.0
1 Review

PerceptiveCFO undertook a project for Compass Visas, an immigration services company that required assistance with general accounting and financial forecasting. The company had experienced issues with their previous accountants and tax providers, leading to a need for a clean-up of their books. PerceptiveCFO successfully rectified all previous errors and established a clear and routine accounting process. They managed the monthly accounting and bookkeeping, and provided valuable forecasting insights to guide hiring and other financial decisions. The team also integrated their processes with the client's existing systems, including QuickBooks and other custom software. The client, who spent approximately $2,500 on the engagement, expressed satisfaction with the results and the partnership remains ongoing.

Timeliness

4.5

Service Excellence

5.0

Value

5.0

Would Recommend

5.0