Case Studies

Situation

A growing marketing agency with 15 employees was struggling with disorganized books, missed tax deadlines, and lack of financial visibility.

Challenge

The firm was using spreadsheets for accounting, had unreconciled bank accounts going back 18 months, and the owner had no clear picture of profitability by client or project.

Services Provided

• • Catch-up bookkeeping
• • Monthly accounting services
• • Tax preparation and planning
• • Financial reporting setup

Approach

We implemented QuickBooks Online with project-based tracking, brought all historical records current, established monthly reconciliation and reporting processes, and implemented quarterly tax planning.

Situation

A restaurant group with three locations needed consolidated financial reporting and compliant payroll processing across multiple jurisdictions.

Challenge

Each location maintained separate records using different methods. Payroll compliance was inconsistent, and the owner couldn't compare location performance accurately.

Services Provided

• • Consolidated bookkeeping
• • Multi-location payroll support
• • Monthly financial reporting
• • Sales tax compliance

Approach

We standardized accounting across all locations, implemented a consolidated reporting structure, set up compliant payroll processing with proper tax filings, and created monthly location-level P&L reports.

Situation

A technology startup recently closed a seed funding round and needed professional accounting to satisfy investor requirements and support future fundraising.

Challenge

The startup had no formal accounting system, mixed personal and business expenses, and needed GAAP-compliant financial statements for investors.

Services Provided

• • Startup accounting setup
• • Bookkeeping
• • Financial statement preparation
• • Investor reporting

Approach

We helped select and implement the right accounting software, established expense categorization and approval workflows, created a chart of accounts suitable for investor reporting, and prepared monthly financial statements.