CLIENT SUCCESS STORY ROGER VESTER INC

25 Aug 2020  |  1204
CLIENT SUCCESS STORY ROGER VESTER INC

Roger Vester, CPA is the president of ROGER VESTER INC  from Georgetown, TX and has over 40 years of experience. He has been working with Entigrity offshore staffing for more than 2 years now. He is more than 65 years old now and still drives to work everyday. In this video Roger shares his experience working with Entigrity & how offshore staffing has helped him to manage his work while capitalising.

Roger Vester, CPA is the president of ROGER VESTER INC from Georgetown, TX and has over 40 years of experience. He has been working with Entigrity offshore staffing for more than 2 years now. He is more than 65 years old now and still drives to work everyday. In this video Roger shares his experience working with Entigrity & how offshore staffing has helped him to manage his work while capitalising. 

 

Entigrity: Can you share something about you & your practice in accounting?

Roger: Hello! I’m Roger Vester,CPA & I‘ve been working more than 40 years in the accounting business and a lot of them have been in private accounting practices. After being with different companies as CFO & Controller. I've recently acquired a small accounting firm 3 years ago, to continue practice here in GeorgeTown eversince. As of last year we’ve more than 400 clients so far & another firm came to me and asked if I wanted to take over their business and which ultimately I did and we picked up probably net about 300 more clients. So, we're sitting about 700 clients, but we're a small firm. We have basically two key workers in here along with a front desk to meet clients.So we’ve taken over this other firm & the challenge was how are we going to get all of this work done.

Entigrity: Tell us about the due diligence you did before associating with Entigrity?

Roger: That's a good question! We looked at three different firms and a little bit more online, two firms in India that we looked at besides few more in other countries. Entigrity was quite interesting from the viewpoint as to purely working with accounting firms and with their ability to throw quality staffing really was a very much of a positive for us. So we had some initial interviews with two of the key people in India, and with those interviews we decided that Entigrity was somebody that we could work with. So they set up some interviews with some some accountants that we could work with. We interviewed three of the accountants and even though we were looking for just one person at the time, we ended up bringing on two of those people. 

One to do purely bookkeeping work from the other do purely tax work. As we worked this other of countless clients into our business. As we have progressed since then is that first of all we were way behind at a lot of our bookkeeping work for our clients. One of the accountants that was brought in to help us with the bookkeeping spent several months getting all of the bookkeeping caught up and now it's caught up, and I would say almost on a real-time basis right now. We still have some improvements to make that we're going to make moving forward with the staff that has worked with us from India. Doing the tax work also they really have done a good job in getting the tax returns done to the point where I need to review them and to be honest, they're up to date and I have a whole stack of returns that I need to continue to review. Of course we're all the time looking for ways to improve the process where Entigrity could be more work for us and where Entigrity can do a better job for us and we're looking for ways that we can improve our communications over to Entigrity so that they will do a better job for us. It's a continual process of continuous improvement and as long as we continually improve that's the bottom line and to meet our clients needs on a timely basis.

Entigrity: What Impressed you most about Entigrity?

Roger:Working with Entigrity has  been really great experience from the viewpoint that I get immediate feedback from the staff over there when I ask it. I have hearing issues and so I do a lot of communications with email . My other staff does a little bit more communications verbally with them. But we get the feedback as to what work has been done and I think that it's really great and if my firm was larger I would really be looking for more staff from Entigrity. 

I've just recently received some great ideas on how we can improve some of those processes and we're looking forward to moving forward with Entigrity over the next several months and actually the next couple in several years as I'm looking forward to it. I don't know my wife says I'll probably never really retire but I want to phase down and then my son in laws and other key partners taking on more responsibilities. So I'm looking forward to Entigrity helping us with that transition.

Watch the full video of the conversation here

 

 


Entigrity™ is a trusted offshore staffing partner to over 500+ accountants, CPAs and tax firms across the US and Canada. Our flexible and transparent hiring model gives helps firms of all sizes to hire staff for accounting, bookkeeping, tax preparation or any other task for 75% less cost. As a firm 'run by accountants, for the accountants', Entigrity captures the hiring needs of accounting firms most precisely, providing staff that works directly under your control and management, still you are left with least to worry about compliance, payroll taxes, overheads or any other benefits.

About The Author
Director, Marketing

Patrick uniquely combines three vital traits: He sees the future of the profession clearly; he discovers or creates supremely practical ways to move the profession toward that future; and he generates tremendous enthusiasm for the move in everyone he meets. He is on a mission to help CPAs, Finance and Accounting Professionals thrive in these times of exponential change. He firmly believes that what got us here, won’t get us there as the Profession faces unprecedented changes and opportunities. Patrick's expertise helps businesses and firms navigate the turbulent waters of business with training, strategic planning, and other tools.Patrick joined team Entigrity in 2015. He has his core expertise in the field of technology but holds very special place for accounting. He has been rigorously doing efforts to find out ways how accounting firms can make the most out of modern information technology.

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