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Diamond certified companies are top rated and guaranteed

Why Trust Diamond Certified Business Management Companies Rated Highest in Quality?

You are the customer. If your goal is to choose a business management company that will deliver high customer satisfaction and quality, you’ll feel confident in choosing a Diamond Certified business management company. Each has been rated Highest in Quality in the most accurate ratings process anywhere. And you’re always backed by the Diamond Certified Performance Guarantee. Here’s why the Diamond Certified ratings and certification process will help you find a top-rated business management company and is unparalleled in its accuracy, rigor and usefulness:

1) Accuracy: All research is performed by live telephone interviews that verify only real customers are surveyed, so you’ll never be fooled by fake reviews.

2) Statistical Reliability: A large random sample of past customers is surveyed on an ongoing basis so the research results you see truly reflect a Diamond Certified company’s top-rated status.

3) Full Disclosure: By clicking the name of a company above you’ll see the exact rating results in charts and read verbatim survey responses as well as researched articles on each qualified company.

4) Guaranteed: Your purchase is backed up with mediation and the Diamond Certified Performance Guarantee, so you can choose with confidence.

Click on the name of a Diamond Certified company above to read ratings results, researched articles and verbatim customer survey responses to help you make an informed decision.

More than 200,000 customers of local companies have been interviewed in live telephone calls, and only companies that score Highest in Quality in customer satisfaction–a 90+ on a 100 scale–as well as pass all of the credential-based ratings earn Diamond Certified. By requiring such a high score to qualify, the Diamond Certified program eliminates mediocre and poorly performing companies. Read detailed information about the ratings and certification process.

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INDUSTRY INFORMATION AND RESEARCHED ARTICLES BY THE DIAMOND CERTIFIED RESOURCE

INDUSTRY INFORMATION - Sonoma County – Business Management

California Department of Consumer Affairs (DCA) (www.dca.ca.gov)
American Management Association (AMA) (
www.amanet.org)
Association of Professionals in Business Management (APBM) (
https://home.pearsonvue.com/apbm)
ABPMP International (ABPMP) (www.abpmp.org)

Know What You Want
Consider Your Needs Before Calling Business Management Companies in Sonoma County

The best place to start is by asking yourself a few questions about your business, your needs, and your expectations for a possible business management services partner. Think about your business, how it’s currently going, and how and where you picture it going. Are you and your staff overwhelmed by certain tasks? Could you use help but not enough to hire a full-time manager for that project or task? Would an outside perspective or an extra hand a few hours a week or for certain projects be a benefit?

Write down your needs and details about your current situation. That way, when you talk with Sonoma County business management candidates in Petaluma, Windsor, Healdsburg, Santa Rosa, Sonoma, Cloverdale, Sebastopol, Cotati, Guerneville, Rohnert Park and your area, you’ll be able to present a cohesive case to each company and give them all the same preview of your company and the services you think you need. Some questions you may want to ask yourself include these:

  1. Do I want to hire Diamond Certified business management service that is rated highest in quality and helpful expertise, and that is backed by the Diamond Certified Performance Guarantee?
  2. What aspects of my small business could I benefit from outsourcing to a business management service (financial and accounting, billing, personnel and HR, paperwork, tax documentation, IT or technology, production, sales, supply chain issues, etc.)?
  3. How often do I wish I had a business manager to handle these issues?
  4. Will hiring a business management professional allow me to have expert help without having to hire a full-time business manager for that role?
  5. What is my budget for business management services?
  6. What specific benefits could I gain by hiring a local Sonoma County business management firm? (These could include more time to devote to other aspects of the business, a professional eye on specific areas of the business, an outside perspective, an extra hand when I need one, etc.)?
  7. What professional and personal attributes do I want my Sonoma County business management service to display (honesty, reliability, promptness, ability to keep to deadlines, foresee problems, suggest ways my business could save money or be more effective, etc.)?
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What To Ask In Person
Talk to Sonoma County Business Management Companies In Person

While it’s not absolutely necessary to meet with business management firms in person before sealing the deal, it’s a smart idea to schedule an in-person visit if possible. Business transactions are almost always easier when they’re done with people you know, so having a personal connection with your offsite business manager can strengthen your professional bond.

Once you’ve narrowed down your list to the top candidates, schedule a time to meet in person if you can. This will give you a chance to interact face-to-face and ask a few final questions before making a hiring decision.

The questions below are some you may want to ask. Again, add to the list your own questions and other details you want to discuss with the Sonoma County business management professionals, and take notes so you remember which company gave you the best answers.

  1. How long have you and your staff been serving business clients?
  2. Who, specifically, will I be working with?
  3. Do certain members of your staff provide specific services, or are clients assigned a business manager for all of their needs?
  4. Will I be able to meet the staff that will be helping me?
  5. What kind of contract (if any) will I be asked to sign? Will you offer services above and beyond that contract, or am I limited to or expected to fill a certain number of hours per billing period?
  6. The services I most need are ______. Is it true that you can help me with these services?
  7. Will you and your staff be able to suggest services, strategies, or give other feedback once you’ve become familiar with my business and its needs?
  8. Can you and your staff work remotely, or will the business manager come to my office to do the work?
  9. If you come to my office, do you charge for travel?
  10. What is your cancellation policy if I were to decide I didn’t need your services? Are there any fees associated with cancelling or changing my terms of service?
  11. Are there other fees or expectations we haven’t yet discussed?
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  • What To Ask References
    Talk with References of Sonoma County Business Management Services

    It’s wise to choose among Diamond Certified business management services because all certified companies have passed an in-depth ratings process that most other companies can’t pass. Diamond Certified reports are available online for all certified companies, including local business management services. And you’ll never be fooled by fake reviews because all research is performed in live telephone interviews of actual customers who can attest to the quality of their work and services.

    If you expect quality from business management services in Sonoma County and the greater Bay Area, including those in Petaluma, Windsor, Healdsburg, Santa Rosa, Sonoma, Cloverdale, Sebastopol, Cotati, Guerneville, Rohnert Park and your area, choosing a Diamond Certified company is a smart move.

    If you can’t find Diamond Certified business management services within reach, you’ll have to do some research on your own. In that case, it’s wise to call references provided by your top candidates. Keep in mind, though, that references provided by contractors are not equal in value to the large random sample of customers surveyed during the Diamond Certified ratings process. References given to customers by companies are often carefully selected instead of randomly selected from their entire customer database. Business management services and other contractors tend to give out references that they know are satisfied, so you won’t get unbiased reports. Still, the information can be useful in understanding what previous clients have to say about the companies in question.

    If you do call references on your own, ask for a list of the Sonoma County business management services’ 10 most recent customers. This will help avoid them giving you the names of only customers they know were satisfied. Then call those clients and ask questions about the companies. Take notes and be prepared to ask follow-up questions to the company if you heard information that made you question their services or wonder if they are the right choice for you.

    Sample questions you may want to ask include the following:

    1. Were you satisfied with the service from (Sonoma County business management company name)?
    2. What was the type and scope of job they did for you (financial or tax paperwork, payroll services, supply management or supply chain management, HR or PR services, etc.)?
    3. Are the business management service staff prompt and personable? Can you rely on them to do the work necessary in the time specified?
    4. Were they able to offer you suggestions or outside perspective on your business?
    5. Do the business management service staff keep you apprised of the status of the work?
    6. Did they come to your place of business or work remotely? How does that work for you?
    7. Do you feel that the staffing is qualified to do the work in question?
    8. Do you get to work with the same business managers?
    9. Were there unexpected costs? If so, what were they for and were they avoidable?
    10. Did the business management company charge extra to travel to your home if you live in a smaller Sonoma County town such as Agua Caliente, Asti, Bodega Bay, Duncans Mills, Glen Ellen, Monte Rio, Penngrove, Rio Nido, Roseland, Sheridan, the Geysers, Villa Grande?
    11. Would you recommend this Sonoma County business management firm to other companies like yours? Why or why not?
    12. Knowing what you know now, would you hire this this company again?
    13. What’s the most challenging thing about working with this company? What’s the best thing about working with them?
    14. Is there anything I should know before hiring this business management assistance service?
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  • Review Your Options
    Find and Hire the Best Business Management Firms in Sonoma County

    The Diamond Certified symbol has been awarded to companies that scored Highest in Quality in an accurate ratings process.

    Before deciding on the best business management services in Sonoma County for you, review your notes and consider the following questions:

    1. Is there a business management company in Sonoma County that’s able to meet your needs for business management services, professional feedback, services and pricing, and professional attention to detail?
    2. Are the Sonoma County business manager firms knowledgeable about the tasks you need done and are they skilled and able to perform the duties at hand?
    3. Is the professional business manager service forthcoming about their abilities, training and certification, available time quality checks, fees, and other aspects of the job?
    4. Did one Sonoma County business management company stand out above the rest in terms of customer service, ability to answer your questions, and personal attention?
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  • How To Work With
    What Will Make Sonoma County Business Management Companies Eager to Help You?

    Working in a partnership with a local business management company should benefit both you and the offsite business managers. The best companies can be in high demand, and some are selective about which clients they do work for.

    If you’re hiring among Sonoma County business management firms, including those in Petaluma, Windsor, Healdsburg, Santa Rosa, Sonoma, Cloverdale, Sebastopol, Cotati, Guerneville, Rohnert Park and your area, there are a few things you can do and traits you can display to make your partnership more attractive to local services.

    • Be honest about the work you need help with, the services you need, your budget, and what you know about your needs and what you don’t. Let the Sonoma County business management firms give you suggestions and feedback about how your needs can pair with their services.
    • Be open about your business practices, services, strengths, and weaknesses. This will give the business managers an idea of how they can help you. If you try to gloss over issues or hide areas where your business may need help or improvement, it will limit the benefit you gain from hiring an outsourced business management partner.
    • Focus on value and team cooperation, not on price. While it’s fair to ask about cost and budget concerns, the best companies will provide quality services that match their costs. Cheap business management companies may not be able to offer the same quality service or attention to detail that fairly priced companies can.
    • It’s your right to interview multiple companies and entertain various bids. However, don’t shop around for cheap prices and be upfront with the companies that you’re talking with other business management professionals.

    Next Steps for Hiring a Local Business Management Firm
    When you’ve found the Sonoma County business management service that can best meet your needs, it’s time to move forward and solidify your agreement. With some business management firms in Petaluma, Windsor, Healdsburg, Santa Rosa, Sonoma, Cloverdale, Sebastopol, Cotati, Guerneville, Rohnert Park, this is as simple as calling them or emailing them when you need services. For companies that require a contract or written agreement, or for those you’re hiring for in-house services, ask for copies of the paperwork you’ll be signing.

    Read over all contracts and agreements and be sure you understand all of the terms and exclusions. Ask questions and get any changes or verbal agreements in writing. Written contracts are binding once signed, so never sign an incomplete or incorrect agreement or contract.

    Then move forward by scheduling your first service.

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  • Be a Good Customer
    Be a Good Sonoma County Business Management Service Client

    It’s the job of business management services to make your business run smoother and be more profitable by helping ease your workload, provide professional outside advice, and help you realize your professional goals. But there are a few simple steps you can take to be a good customer when hiring Sonoma County business management services.

    • Be honest and transparent with the business management services. Let them know what you want from them, the long-term outcome you’re expecting, and specific ways they can satisfy your expectations.
    • Stay positive and constructive, even if you have to offer criticism or ask for changes.
    • Before you hire a business management service in Sonoma County, restate your expectations and goals, and reiterate your understanding of the agreement. Better communication can help you get a better outcome and avoid frustration or disappointment.
    • Ask your outside business manager if you should call to check on work progress or if they will keep you up to date on the project.
    • Be sure your business management company can reach you during normal business hours in case they have questions or need guidance on your project.
    • Return calls promptly to keep the services on schedule.
    • Pay for services promptly as outlined in your contract or written agreement.

    Why take steps to be a good client? Business management companies in Sonoma County appreciate customers who are straightforward, honest and easy to work with. Your good customer behavior sets the tone from your end and creates an environment conducive to a good relationship. This can help the work go smoother, get you a better outcome, and avoid any problems along the way.

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Check The Work
Review Your Invoice for Business Management Services Rendered

Your business management service partner’s billing practices may vary, depending on whether they’re providing one-time services or ongoing regular service. You’ll always want to carefully review your invoice, verifying that you’ve been billed correctly for the services rendered or hours worked, depending on how your contract is figured.

Each invoice should include the following items:

  • The Sonoma County business management service name, physical address and contact information.
  • A complete list of all work or services performed.
  • An itemized list of any additional fees or charges.
  • The total cost for the services, including an itemized amount charged for labor (if separately billed).
  • A written explanation of any guarantees.
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Written Warranties
Get Promises in Writing from Business Management Providers

Because most services provided by local business management firms aren’t physical products, most don’t offer guarantees. However, if your representative or provider makes any promises regarding their services, including productivity, outcome, timeliness, quality, consistency, or veracity, make sure that they put those guarantees in writing.

The following items should be included in any written guarantee document:

  • The Sonoma County business management service’s name, physical address and contact information.
  • A description of what exactly the guarantee covers.
  • Details outlining how your business management professional will make good on their promise to you if their original services don’t meet your expectations or stated guarantees.
  • Any exclusions must be explicitly stated.
  • Your responsibility in case of a problem and what you need to do in order to claim the guarantee.
  • How long the guarantee is valid, and whether it expires on a specific day or is prorated.
  • Any actions on your part that may invalidate the agreement.
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Top 10 Requests
Most Popular Business Management Companies Services in Sonoma County

Business Compliance Services
Business compliance is the process of ensuring a company or organization and all of its employees and contractors follow all applicable laws, regulations, industry business standards, and ethical practices expected of the company. Business compliance services are outside firms that review, advise, and make sure the company is following standards and laws, often providing assistance in the form of observation, documentation, filling out and filing paperwork, and other details the company employees may not have time and expertise to do.

Accounts Payable Services
Business management services in Sonoma County provide accounts payable services, including keeping track of and billing for accounts payable. These are accounts with credits or debts to a company, and local business management firms can provide professionals who will collect, tally, catalog, and settle accounts payable, resulting in more efficient accounting, increased income, and fewer unpaid credits or debts.

Bookkeeping and Accounting
Many local businesses need help with their financial books, and Sonoma County business management pros in Petaluma, Windsor, Healdsburg, Santa Rosa, Sonoma, Cloverdale, Sebastopol, Cotati, Guerneville, Rohnert Park, Salmon Creek, Rio Nido, Occidental, Russian River Meadows, Graton, Fulton, Forestville, Cazadero, El Verano, Alexander Valley, Freestone and beyond can help. Services include reconciliation, debt services, payroll, and tax assistance.

Reporting
Internal and agency reporting are specialties of many local business management services. These services provide preparation and dissemination of financial statements, cash position reports, budget reports, actual spending reports, financial projections, cost reports, tax returns, property tax documentation, business and state license acquisition and renewals, and more.

Financial Management
Many small businesses struggle with financial management, so outsourcing it to Sonoma County business management firms can be a smart move. This frees up company principals to deal with the parts of the business they excel at while putting experienced professionals at the helm without having to hire a full-time financial management staff. Services provided by financial business management services include accounting systems, financial management functions, the use of accounting software, invoicing, payment receipts, tax considerations, reconciling accounts, reimbursements, and more.

Construction Company Management
Contractors who run small businesses can find themselves in over their heads. Most contractors start businesses because they love building, creating, fixing, and improving. Business applications like taxes, permits, bookkeeping, and issuing notices are not on their list of skills. Sonoma County business management services can take on the day-to-day duties of paperwork, invoicing, preliminary notices, certified payroll, health and dental care setup, retirement 401K administration, prevailing wage compliance, public works projects paperwork, reporting and processing, retention billing, accounts payable support, mechanics liens, stop notice filing, lien filings, and more.

Business Management for Startups
Startups and new companies can face a flood of paperwork and applications for licensing, trademarks, copyrights, intellectual property, and proprietary processes. Good business management companies can help with this and other facets of business, including hiring, leadership and administration, financial planning, royalty and income management, contract negotiations, payroll and employment management, legal referrals, compliance, 401K setup and administration, and more.

Financial Lifestyle Planning
Families and individuals with high financial worth can benefit from hiring qualified business management services to help them set and meet goals, including strategies to optimize expenses, insurance, investments, 401K setup and administration, estate planning, gift and trust plans, succession planning, charitable giving, and more.

Investment Administration
Business management services can coordinate with investment professionals to help businesses and individuals plan and engage in investment strategies to grow personal and company wealth and investments. Business managers who excel in this line of services provide reviews of investment reports, identification of strategies, changes to investments, identification of risk, and more.

Strategic Leadership
Even the best company owners and CEOs could use some outside input and assistance. Sonoma County business management services in Petaluma, Windsor, Healdsburg, Santa Rosa, Sonoma, Cloverdale, Sebastopol, Cotati, Guerneville, Rohnert Park and beyond can provide leadership and strategic planning services. This can include helping to formulate a leadership plan, defining roles for company principals, strategic planning, human resources and operations, employee handbook and job description creation, and more.

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Glossary Of Terms
Glossary of Terms for Business Management Companies

accounts payable services
Business management services provide accounts payable services, including keeping track of and billing for accounts payable. These are accounts with credits or debts to a company, and local business management firms can provide professionals who will collect, tally, catalog, and settle accounts payable, resulting in more efficient accounting, increased income, and fewer unpaid credits or debts.

Also known as: accounts payable business management, business management for accounting, billing services

bookkeeping and accounting
Business management pros can help with companies’ financial books. Services include reconciliation, debt services, payroll, and tax assistance.

Also known as: financial business management services

business management for startups
Startups and new companies can face a flood of paperwork and applications for licensing, trademarks, copyrights, intellectual property, and proprietary processes. Good business management companies can help with this and other facets of business, including hiring, leadership and administration, financial planning, royalty and income management, contract negotiations, payroll and employment management, legal referrals, compliance, 401K setup and administration, and more.

Also known as: new business management firms, startup business management services

business management services
Business management services are independent, third-party business management providers who work for small businesses and other organizations, providing business services so that company owners can focus on the areas where they’re most skilled.

Also known as: business manager, outside business manager, business management temps, temporary business management assistance, business compliance companies

certified payroll services
Contractors who do work as part of government contracts are required to file certified payroll forms. This can be a complicated filing for many small businesses, so hiring a business manager service to compile, verify, and submit the list can save time and avoid costly errors. Many good business management companies provide certified payroll statements and statements of compliance.

Also known as: certified payroll filing, certified payroll manager

compliance services
Business compliance is the process of ensuring a company or organization and all of its employees and contractors follow all applicable laws, regulations, industry business standards, and ethical practices expected of the company. Business compliance services are outside firms that review, advise, and make sure the company is following standards and laws, often providing assistance in the form of observation, documentation, filling out and filing paperwork, and other details the company employees may not have time and expertise to do.

Also known as: business manager for compliance, business compliance management services

construction company management
Contractors who run small businesses can find themselves in over their heads. Most contractors start businesses because they love building, creating, fixing, and improving. Business applications like taxes, permits, bookkeeping, and issuing notices are not on their list of skills. Business management services can take on the day-to-day duties of paperwork, invoicing, preliminary notices, certified payroll, health and dental care setup, retirement 401K administration, prevailing wage compliance, public works projects paperwork, reporting and processing, retention billing, accounts payable support, mechanics liens, stop notice filing, lien filings, and more.

Also known as: contractor business management services, business managers for construction companies

financial lifestyle planning
Families and individuals with high financial worth can benefit from hiring qualified business management services to help them set and meet goals, including strategies to optimize expenses, insurance, investments, 401K setup and administration, estate planning, gift and trust plans, succession planning, charitable giving, and more.

Also known as: financial lifestyle management, business managers for financial independence

financial management
Many small businesses struggle with financial management, so outsourcing it to specialty business management firms can be a smart move. This frees up company principals to deal with the parts of the business they excel at while putting experienced professionals at the helm without having to hire a full-time financial management staff. Services provided by financial business management services include accounting systems, financial management functions, the use of accounting software, invoicing, payment receipts, tax considerations, reconciling accounts, reimbursements, and more.

Also known as: financial managers, outside financial managers, financial management companies

investment administration
Business management services can coordinate with investment professionals to help businesses and individuals plan and engage in investment strategies to grow personal and company wealth and investments. Business managers who excel in this line of services provide reviews of investment reports, identification of strategies, changes to investments, identification of risk, and more.

Also known as: business managers for investments, investment managers, outside investment management

liabilities
Liabilities are any payables or credits owed by a business. These can include loans, taxes, credits due, debts, and even overhead costs like employee pay and benefits. Business managers can help find, catalog, keep track of, and limit liabilities for contractors and small businesses.

Also known as: liability business managers, business liability managers

preliminary notice services
Preliminary notices are notices sent by general contractors, subcontractors, or other parties to the owner of a construction project advising them to establish the right to file a Mechanics lien rather than actually filing one to guard against nonpayment. The distinction is important and can save contractors money and effort. Business management companies often will file preliminary notices on behalf of clients so they can do the work without dealing with the paperwork.

Also known as: preliminary notice filing services

reporting
Internal reports and agency reporting are specialties of many local business management services. These services provide preparation and dissemination of financial statements, cash position reports, budget reports, actual spending reports, financial projections, cost reports, tax returns, property tax documentation, business and state license acquisition and renewals, and more.

Also known as: business managers for internal reporting, agency reporting managers, financial statement reports prepared by business managers

strategic leadership
Even the best company owners and CEOs could use some outside input and assistance. Business management services can provide leadership and strategic planning services. This can include helping to formulate a leadership plan, defining roles for company principals, strategic planning, human resources and operations, employee handbook and job description creation, and more.

Also known as: business strategic leadership, strategic leadership consultant

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Frequently Asked Questions
Frequently Asked Questions About Business Management Companies

Q: Why choose a Diamond Certified business management service?
A: Diamond Certified helps you choose a business management firms with confidence by offering a list of top-rated local companies who have passed the country’s most in-depth rating process. Only business management services rated Highest in Quality and Helpful Expertise earn the prestigious Diamond Certified award. Most companies can’t pass the ratings. American Ratings Corporation also monitors every Diamond Certified company with ongoing research and ratings. And your purchase is backed by the Diamond Certified Performance Guarantee. So you’ll feel confident choosing a Diamond Certified business management services.

Q: What do business management companies do?

A: Business management companies are services that take on responsibilities for local companies, relieving them of tasks the businesses may not have the expertise, time, or staffing to do. Most business management services provide financial and bookkeeping assistance, paperwork and legal document filing, and other services that allow business owners to focus on the parts of their businesses they most enjoy while leaving the technical or other details to an outside professional. Some business management contractors work in-house, while most perform duties remotely. Additionally, some can be contracted for a certain number of hours or an entire project while other companies provide a la carte services providing specific services companies need only when they require them.

Q: Will my business management service work in my office or from their own offices?
A: That depends on the company you contract with and the nature of the work they’re doing for you. In some cases, it makes sense for them to work from your business location. This is especially true if they’re providing business management services related to HR, personnel, management, leadership, and other tasks that require them to interface with company employees. However most business management services like paperwork, tax filing, financial books, Mechanics liens and preliminary notices, payroll, and other documentation services can be done remotely. Talk with your local business management firms about whether or not they can work remotely or if they’ll want to be on-site while working for your company.

Q: Can I hire outside business managers for a few tasks as needed, or do I need a contract for specific services and hours?
A: Many business management companies work on an as-needed basis, providing the services their clients need when they need them. That may be paperwork filing once a week or annually as it’s needed rather than regular services such as payroll or financial book reviews.

Q: Will I get to work with the same business manager each time?
A: That depends on how the company you’re partnering with is structured. Some companies are smaller boutique services that have just a few employees who handle all customer needs. Others are large firms with several professionals working in each area of service they provide. Talk with the business management services near you to find out about their structure and whether they can guarantee you’ll have access to the same staff members for your tasks. If you like working with a specific staff member, ask if you can request that person for your jobs.

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