Service Business
Backlog Cleanup + Reporting
7 months of bookkeeping backlog cleared and moved to monthly close cadence.
- • Close time reduced from 28 to 7 days
- • Monthly P&L delivered consistently
- • Tax-prep handoff streamlined
Case Studies
Representative, anonymized results from service-based businesses in the United States.
Online Business
Margin Visibility Improvement
Structured categorization and KPI tracking improved decision confidence.
- • Gross margin visibility by channel
- • Waste spend flagged monthly
- • Forecast variance dropped by 35%
Startup
Cash Flow Planning Setup
Introduced 90-day cash forecasting and advisory check-ins.
- • Burn-rate reporting standardized
- • Expense planning by department
- • Founder updates in one dashboard