IT Services Provider Partners with Outsourced Accounting Firm for Financial Security and Peace of Mind Case Study: Polleo Systems, Inc. The Client Polleo Systems, Inc. offers fully integrated IT solutions, including simple email exchange, cloud-based virtual servers, data continuity plans and Desktop as a Service. The Challenge Polleo was using another outsourced accounting provider, but the partnership was clearly not beneficial to Polleo. The bills were being paid late or more than once, financial statements were late and incorrect, expenses were miscoded, and the provider did not understand accrual accounting. As a result, Polleo’s income and expenses did not match up with the budgets monthly, and Polleo had no clear sense of whether they were meeting their projections. The

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