How we work, in three real engagements
Each case study is anonymized. Clients are not named and no revenue figures, ROI percentages, or testimonials are fabricated. What's described is the operational work and the outcome.
Restaurant Cleanup → Weekly Visibility
Family-owned fast-casual restaurant, Florida
14 months behind on books, blocked from an SBA loan, no P&L since the year before. Cleanup in 3 weeks, weekly close going forward.
Convenience Store — Multi-Revenue Reconciliation
Single-location branded gas station + convenience store, Texas
Fuel + inside grocery + lottery + EBT + ATM commission all booked as a single revenue line. Per-stream chart of accounts, correct lottery pass-through, monthly tank reconciliation.
CPA Partner — Overflow Support
Boutique CPA firm, Northeast
Firm had 40 tax clients asking for bookkeeping but only 2 bookkeepers — with one quitting. Partner program, 22 clients transitioned in 12 weeks, staff redeployed to advisory work.
Related Pages
Pricing Plans
Transparent monthly plans from $249/mo. All software included, no hidden fees.
Learn moreCatch-Up Bookkeeping
Behind on your books? We'll get you current and audit-ready.
Learn moreBookkeeping Cleanup
Fix messy QuickBooks, uncategorized transactions, and bank reconciliation errors.
Learn moreGot a cleanup, catch-up, or overflow situation?
Most engagements start the same way — a free assessment of the current books and a plan for getting them right.