VORTEX DRILLING BADGER CPA CASE STUDY

When Kimberly Kelley, office manager of Vortex Drilling Partners, heard about Badger CPA through an acquaintance, she knew exactly what she was looking for: a CPA that could help Vortex with their accounting processes and overview, job costing, purchasing process and usage, profit line evaluation, and reworking of financials. Kimberly ultimately chose Badger because of our commitment to personal service, stating “Badger took time to understand and evaluate our needs.”

 

According to Vortex, the onboarding process went smoothly: the team “was very hands on. They took the time to interview all parties and offer suggestions to move forward.” Since then, Badger CPA has provided a variety of solutions that Vortex has already begun to see a positive impact from, including:

  • Researching company data to ensure proper accounting
  • Initiating job costing
  • Setting up restructured financials and chart of accounts
  • Resolution of past unreconciled issues
  • Remaining flexible to changes requested

 

Vortex has been able to enjoy a smooth transition to QuickBooks Online, view specific costs associated with projects, and see their financials in a clear and organized format, all while the Badger CPA staff remains readily available and knowledgeable to answer questions and troubleshoot issues.

 

Ultimately, Kimberly has been most pleased with the availability and responsiveness of the Badger staff, stating “It is reassuring to have professionals review our accounting processes to ensure accuracy and adherence to accounting standards.” 

 

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