Case Studies

Real results from real businesses. See how we've helped companies like yours get their finances under control.

E-commerce

From Chaos to Clarity

How an online retailer saved 40+ hours per month

!The Problem

A growing e-commerce brand was drowning in spreadsheets. The owner spent every Sunday reconciling orders, inventory costs, and bank transactions. Tax season was a nightmare of missing receipts and unclear categories. They needed to hire but couldn't trust their numbers enough to know if they could afford it.

Our Solution

We connected their sales channels (Shopify, Amazon) to QuickBooks Online, set up automated inventory cost tracking, and established a monthly reconciliation workflow. All categorization rules were configured to match their chart of accounts, and we implemented a document upload system for all vendor invoices.

“I finally have my Sundays back. And I can actually see if hiring makes sense now because I trust my numbers.”

— Sarah M., Founder

Results

40+ hrs

Saved per month

100%

Reconciliation accuracy

3 days

Books closed (vs 2 weeks)

Surprise tax bills

Timeline

2 weeks to full automation

Services Used

BookkeepingInventory TrackingTax Prep

Professional Services

Tax Liability Reduced

S-Corp election saves consulting firm $12,000/year

!The Problem

A two-person consulting LLC was paying self-employment tax on all their profit. At $180K in annual profit, they were losing over $25K to SE tax alone. Their previous accountant never mentioned S-Corp election as an option.

Our Solution

We analyzed their situation and recommended S-Corp election with an optimized salary/distribution split. We handled the S-Corp election paperwork, set up payroll through Gusto, and restructured their books to properly track owner distributions vs. salary.

“Why didn't anyone tell me about this sooner? The S-Corp election paid for three years of bookkeeping service in the first year alone.”

— David K., Managing Partner

Results

$12,000

Saved in year one

15%

Effective tax rate reduction

$36K+

Projected 3-year savings

2 hrs

Monthly payroll time

Timeline

6 weeks (including IRS processing)

Services Used

Tax StrategyS-Corp ElectionPayroll Setup

Restaurant

Cash Flow Visibility

Multi-location group eliminates late payment fees

!The Problem

A restaurant group with three locations had no visibility into their vendor payment schedule. They were regularly hit with late fees, strained supplier relationships, and couldn't predict when they'd have cash crunches. The owner was constantly putting out fires.

Our Solution

We implemented a weekly cash position report, set up a vendor payment calendar synced to their cash flow, and established a 13-week rolling cash forecast. All vendor invoices were digitized and organized by due date with automatic reminders.

“I used to dread vendor calls. Now I know exactly what's due and when. The 13-week forecast changed how I think about the business.”

— Marcus T., Owner

Results

100%

On-time payments

$4,200

Late fees eliminated

13 weeks

Cash visibility ahead

Supplier complaints

Timeline

4 weeks to full implementation

Services Used

Cash Flow ManagementAP OrganizationBookkeeping

Ready to be our next success story?

See if we're the right fit for your business.

Get Started

Read Testimonials