Client Results
Every business has different challenges. Here's how we've helped our clients get control of their numbers and make better decisions.
Amazon Seller Who Couldn't Tell Which Products Made Money
The Situation
An e-commerce seller with over 200 SKUs across Amazon and Shopify had no idea which products were actually profitable. Marketplace fees, shipping costs, and returns were eating into margins, but the owner had no way to see the real numbers.
Spreadsheets were always out of date, inventory counts never matched reality, and tax season meant weeks of scrambling to make sense of sales from multiple platforms.
What We Did
We set up QuickBooks Online with proper inventory accounting and connected all sales channels through A2X so transactions flowed in automatically with the right cost and fee breakdowns.
We cleaned up six months of backlogged transactions and built a product-level profitability report that factored in all costs including FBA fees, shipping, and returns. Then we took over monthly bookkeeping to keep everything current.
The Outcome
The owner discovered that roughly 30% of products were barely breaking even or losing money once all fees were included. He discontinued the underperformers and focused marketing spend on the winners.
Margins improved noticeably within a few months. More importantly, year-end tax prep went smoothly for the first time because everything was already organized and reconciled.
Boutique Owner Flying Blind on Inventory
The Situation
A gift shop owner knew she was losing money somewhere but couldn't figure out where. Physical inventory counts never matched what the accounting system showed, and the discrepancy kept growing.
She was ordering based on intuition rather than data, which led to dead stock piling up in the back room while popular items sold out.
What We Did
We cleaned up inventory records going back 18 months and reconciled them against actual physical counts to establish an accurate baseline.
We set up proper cost of goods sold tracking by product category and created monthly reports showing inventory turnover and flagging slow-moving items.
The Outcome
We identified nearly $8,000 in inventory shrinkage that had gone undetected. The owner traced most of it to receiving errors and implemented a simple check-in process.
She now makes purchasing decisions based on actual sales velocity instead of guessing. Cash that used to sit in dead stock is now funding products that actually sell.
Remodeling Contractor With No Visibility Into Job Profits
The Situation
A residential remodeling contractor in Scottsdale was booking plenty of work but never seemed to have cash at the end of the month. He quoted jobs based on years of experience but never actually tracked whether those estimates held up.
Material costs and subcontractor invoices all went into one big bucket with no way to tie them back to specific projects. He suspected certain job types were losing money but could not prove it.
What We Did
We implemented construction job costing in QuickBooks so every expense was assigned to a specific project. We trained his office manager to code invoices and receipts by job number as they came in.
We built a monthly job profitability report comparing estimates to actual costs, broken out by labor, materials, and subcontractors.
The Outcome
He discovered his kitchen remodels were consistently profitable while bathroom renovations were barely breaking even due to underestimated plumbing work. He raised pricing on bathroom projects by 18%.
The owner now reviews job profitability before sending final invoices and catches cost overruns before they eat into margins. The end-of-month cash crunch is gone.
Restaurant Owner Buried in Paperwork
The Situation
A breakfast and lunch spot had grown to 15 employees, but the owner was still handling all the bookkeeping himself. He was spending 10 or more hours a week on invoicing, bill payment, and trying to sort out payroll.
He had no real sense of food costs versus labor costs versus what was left over as profit. Monthly P&L statements were a mystery.
What We Did
We took over full-service bookkeeping including accounts payable, accounts receivable, and payroll processing. We restructured the chart of accounts to cleanly separate food costs, beverage costs, labor, and overhead.
We set up a simple weekly dashboard showing the numbers that actually mattered for running the restaurant.
The Outcome
The owner got those 10 hours back every week and redirected them to the floor, the kitchen, and his staff. That alone changed how the restaurant operated day to day.
He identified that labor costs had been creeping up faster than revenue and adjusted scheduling accordingly. For the first time in three years, he actually understood his monthly P&L and could see where the money was going.
Pool Service Company With Seasonal Cash Flow Problems
The Situation
A pool maintenance business serving 80 residential accounts across the Phoenix metro was always scrambling for cash during the slower winter months despite being busy all summer.
Invoicing was inconsistent and some customers went months without receiving a bill. The owner also had no way to see which service routes were profitable and which were costing him in drive time and fuel.
What We Did
We set up recurring invoicing for all maintenance accounts so billing happened automatically at the start of each month. We cleaned up outstanding receivables and established a follow-up process for overdue accounts.
We built a simple profitability analysis by service route, factoring in drive time and fuel costs alongside labor.
The Outcome
The business collected over $12,000 in past-due invoices within the first two months just by getting billing back on track.
The owner identified two routes that were losing money due to excessive drive time and reorganized the schedule. Winter cash flow improved because the busy season revenue was actually getting collected on time.
E-commerce Brand That Outgrew DIY Bookkeeping
The Situation
A direct-to-consumer brand had grown to $2M in annual revenue but was still running everything through basic QuickBooks with minimal oversight. The ownership group wanted better financial reporting to guide decisions, but the underlying data was unreliable.
They were also preparing for a potential capital raise and needed financials that could hold up to investor scrutiny.
What We Did
We came in as an external controller, rebuilt the chart of accounts from scratch, and established proper internal controls. We reconciled all accounts and cleaned up historical transactions to create a solid baseline.
We created a monthly financial reporting package including P&L, balance sheet, and cash flow analysis. We also implemented proper inventory valuation procedures.
The Outcome
The ownership team now receives a complete financial package within 10 days of each month-end close. They can actually use the numbers to make decisions.
We identified $40,000 in potential annual savings by analyzing vendor spend data and renegotiating terms. The books are now organized and defensible for any future investor due diligence.
Full-Service Bookkeeping for Greater Phoenix
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