Yggdrasil Financial LLC
visit site- $1,000+
- 2 - 9 employees
- Miami, FL
Yggdrasil Financial LLC is an accounting firm based in Miami. Their team of around 5 employees was established in 2019. They split their services between tax preparation, payroll processing, bookkeeping, and financial accounting for mainly small businesses.
Client Insights
Industry Expertise
70%
20%
10%
Client Size Distribution
Small Business (<$10M) 75%
Midmarket ($10M - $1B) 25%
Common Project Size
<$10K 1 project
Clients
- Fitzgerald Holdings
Highlights from Recent Projects
Yggdrasil Financial LLC was engaged by The Berkner Group, a recruiting firm, to help gain more financial control. The firm's founder and president found Yggdrasil Financial LLC on Upwork and was impressed by the knowledge and flexibility of Tine, the Principal of Yggdrasil. The project involved various aspects of financial management, including cash flow management, margin analysis, accounting, and bookkeeping. Yggdrasil first cleaned up the books and balanced the sheets, then implemented invoicing through QuickBooks. They also built a custom cash flow forecast model and implemented a Quick Base system for time and metric tracking. Additionally, they created a margin calculator for the firm. The project, which started in June 2019, is ongoing and has so far cost around $7,500. The Berkner Group is pleased with the results and continues to work with Yggdrasil Financial LLC.