Situation: Business with 5 employees, plus rental properties was not receiving advice nor value from it current accountant, a national mid-sized firm.  The owner received no financial statements and had lacked detailed insight into sources and uses of cash.

Work: Implemented QuickBooks, designed a new chart of accounts custom to the business.

Outcome: Reduction in tax bill by capturing missed expenses, improved financial understanding of cash flows, and a plan to reduce non-deductible interest.

Situation: A digital media service provider was facing increasing bookkeeping fees.

Work: Redesign of the chart of accounts, introduced QuickBooks digital receipt capture

Outcome: Reduced bookkeeping fee by  30% and provided real-time cash flow insight.

Situation: The Client recognized the need to grow, but did not have the time to investigate alternative paths nor the motivation given the time invested into the current system.

Work: Developed a list of requirements to evaluate in-store Retail and e-commerce solutions and performed due diligence.  Requirements based on operational needs, marketing considerations to drive sales and vendor resources into what was of importance to the Client's strategy.

Outcome: Successful migration to Shopify of 3000 skews. 

Situation: The Client in the retail trade had a minimal online presence.  Covid-19 hit forcing it to shutter its doors.

Work: Cajoled the owner to launch an e-commerce store in late 2018.  Covid hit in March 2020, and what had been a nascent sales channel become important. 

Outcome: 1) Bricks and Clicks strategy resulted in 2020 Covid year sales up 50% over 2019, 2) $2,500 Digital Main Street grant received in 2021, 3) 2021 will see a migration to a richer e-commerce platform with a goal to increase sales. 

Situation: The Professional Services Client wants to spend less time in the office and take on a new pursuit.

Work: Preparing options for consideration.  Working with the Client and family through the decision-making process.  Structuring of the option to deliver the greatest economic and lifestyle benefit.

Outcome: A Professional practice was transformed into a Clinic providing both 1) passive cash flows without the daily operational responsibilities and the ability to work part-time.