Case Studies

Real results from real clients. See how we've helped businesses streamline their finances, automate processes, and gain clarity through our bookkeeping and development services.

Bookkeeping & Cleanup

QuickBooks Cleanup for Growing Service Business

Client: Service Company

The Challenge

Client was 8 months behind on bookkeeping with disorganized accounts and unreconciled transactions.

Our Solution

Performed comprehensive QuickBooks cleanup, organized chart of accounts, reconciled all transactions, and set up automated monthly bookkeeping processes.

Results

  • Caught up 8 months of backlog in 2 weeks
  • Reconciled 500+ transactions
  • Set up automated monthly bookkeeping
  • Improved financial reporting accuracy by 95%

8

Months Caught Up

500+

Transactions Reconciled

95%

Accuracy Improvement

Business Systems & Development

Custom Business System Development

Client: E-commerce Business

The Challenge

Client needed automated inventory tracking and order management system to replace manual processes.

Our Solution

Developed custom web application with inventory management, order processing, and automated reporting integrated with QuickBooks.

Results

  • Reduced manual data entry by 80%
  • Automated order processing workflow
  • Real-time inventory tracking
  • Integrated with QuickBooks for seamless accounting

80%

Time Saved

1,000+

Orders Processed

100%

Integration Success

Monthly Bookkeeping

Monthly Bookkeeping & Financial Reporting Setup

Client: Professional Services Firm

The Challenge

Client lacked consistent financial reporting and cash flow visibility, making business decisions difficult.

Our Solution

Established monthly bookkeeping processes, implemented comprehensive financial reporting including P&L, balance sheets, and cash flow forecasting.

Results

  • Monthly financial reports delivered on time
  • Cash flow forecasting implemented
  • Improved decision-making with real-time insights
  • Reduced time spent on financial management by 70%

100%

Report Timeliness

70%

Time Reduction

85%

Decision Speed

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