Bookkeeping Success Stories
Helping a Cleaning Business Clean Up Their Books
Business Type: Cleaning Service-Sole Proprietor (California)
We partnered with a sole proprietor cleaning business that was struggling to maintain accurate financial records. Our team reconciled their bank and credit card accounts in QuickBooks Online, ensuring every transaction was properly accounted for. We also categorized income and expenses to help maximize tax savings and created a monthly tracking system for jobs and supplies. In reviewing their records, we identified and recovered missed deductions from previous months, helping the client improve profitability and gain a clear, organized financial picture moving forward.
Fixing a QuickBooks Mess for a Landscaping Company
Business Type: Landscaping Company-LLC (Texas)
We partnered with a sole proprietor cleaning business that was struggling to maintain accurate financial records. Our team reconciled their bank and credit card accounts in QuickBooks Online, ensuring every transaction was properly accounted for. We also categorized income and expenses to help maximize tax savings and created a monthly tracking system for jobs and supplies. In reviewing their records, we identified and recovered missed deductions from previous months, helping the client improve profitability and gain a clear, organized financial picture moving forward.
Finding Hidden Tax Savings for a Construction Contractor
Business Type: Construction Contractor - LLC (California)
We partnered with a sole proprietor cleaning business that was struggling to maintain accurate financial records. Our team reconciled their bank and credit card accounts in QuickBooks Online, ensuring every transaction was properly accounted for. We also categorized income and expenses to help maximize tax savings and created a monthly tracking system for jobs and supplies. In reviewing their records, we identified and recovered missed deductions from previous months, helping the client improve profitability and gain a clear, organized financial picture moving forward.
Budgeting Success Story for a Hair Salon Owner
Business Type: Hair Salon Owner-Sole Proprietor (Texas)
We helped a busy hair salon owner gain control over her finances by creating a customized monthly revenue versus expense budget. Our team carefully tracked her salon supplies, rent, and marketing expenses to identify cost patterns and savings opportunities. We forecasted her busy and slow seasons to help her better manage cash flow throughout the year. With our support, she was also able to plan ahead for tax payments without any surprises, giving her peace of mind and a much clearer financial roadmap.
More Than Just a Number: Helping an E-commerce Seller
Business Type: E-commerce Seller-Sole Proprietor (California)
An e-commerce seller managing sales across Amazon, Etsy, and Shopify needed help untangling her books. We cleaned up her multi channel sales in QuickBooks, accurately tracking advertising expenses, shipping fees, and platform costs. We identified overlooked deductions and maximized write-offs for business use expenses like office supplies and internet costs. Additionally, we provided clear, monthly financial statements, giving her the tools she needed to make informed business decisions. She now has a full understanding of her financial health and a stronger, more scalable operation.
Planning Ahead for a Personal Trainer's Financial Success
Business Type: Personal Trainer - LLC (Texas)
We worked with a personal trainer who needed better financial organization to support her growing business. Our team separated her personal and business expenses properly in QuickBooks and set up reminders for estimated tax payments. We advised her on allowable deductions related to fitness equipment, business travel, and marketing. With accurate monthly income reports in place, she could confidently plan for future expansion opportunities. Our proactive approach not only simplified her bookkeeping but also set her up for sustainable growth.
Helping a First-Time Mobile Groomer Get Started Right
Business Type: Mobile Pet Groomer-Sole Proprietor (California)
Starting a mobile pet grooming business can be overwhelming, but we helped our client set a strong financial foundation from day one. We properly set up QuickBooks Online to track mileage, van expenses, grooming supplies, and service payments. Additionally, we structured her deposits to streamline cash flow and provided quarterly coaching on managing taxes and expenses. Thanks to these efforts, she gained a full understanding of her business finances early on, setting her up for long-term success with clarity and confidence.
Personalized Financial Advice for a Photographer
Business Type: Wedding Photographer-Sole Proprietor (Texas)
We supported a wedding photographer who needed better financial systems behind her thriving creative business. Our team organized her client contracts and payments within QuickBooks, ensuring timely and accurate records. We captured travel, equipment, and software deductions to maximize her savings and helped her plan for quarterly tax obligations. Through monthly profitability tracking, she gained valuable insights into her earnings, allowing her to make smarter business decisions and focus more fully on growing her brand while feeling secure about her finances.
Helping a Food Truck Owner Serve Profits
Business Type: Food Truck Owner - LLC (California)
We partnered with a food truck owner to help manage their busy, seasonal business. Our team tracked inventory purchases, food costs, and event sales carefully to ensure full financial transparency. We also captured vehicle maintenance and fuel deductions that were often overlooked. To support growth, we created seasonal cash flow reports and helped plan quarterly tax payments. With these improvements, the food truck owner was able to focus more on serving customers and less on worrying about the financial side of the business.
Making Bookkeeping Easy for an Etsy Seller
Business Type: Handmade Goods Seller-Sole Proprietor (Texas)
An Etsy seller running a successful handmade goods shop needed help organizing her business finances. We streamlined her bookkeeping by properly recording Etsy deposits, platform fees, and sales income. We also categorized expenses like supplies, packaging materials, and shipping costs to maximize deductions. In addition, we captured eligible home office expenses and prepared quarterly financial reports, making it much easier for her to stay on track for tax season. Our support gave her clarity, peace of mind, and more time to focus on her craft.
Tax Success Stories
Helping a Residential Cleaning Business Save on Taxes
Business Type: Residential Cleaning Business - LLC to S Corporation (California)
A growing residential cleaning business struggled with high self-employment taxes. We transitioned them from an LLC to an S Corporation, allowing income to split between salary and shareholder distributions. We also set up an accountable plan to reimburse mileage, supplies, and home office expenses tax-free. These strategies saved the client over $18,750 in the first year. By improving cash flow and financial systems, we positioned the business for long-term growth and greater profitability.
Boosting Efficiency for a General Contractor
Business Type: General Contractor - S Corporation (Texas)
A general contracting business operating as an S Corporation needed better tax efficiency. We restructured owner compensation, improved job expense tracking, and maximized Section 179 deductions for trucks and heavy equipment. These improvements led to $33,500 in first-year tax savings and provided cleaner documentation needed for bonding and financing applications. The client now operates with stronger financial controls and improved cash flow for future projects.
Streamlining Finances for an E-Commerce Retailer
Business Type: E-Commerce Retailer - Single-Member LLC (California)
An online retailer selling home goods through Shopify and Amazon needed help managing their books. We streamlined expense tracking, categorized shipping costs, advertising fees, and marketplace deductions accurately. We also set up quarterly estimated tax payments and captured deductions for business software and home office expenses. As a result, they saved $8,000 on taxes and now maintain a much more predictable cash flow cycle throughout the year.
Structuring Growth for a Marketing Agency
Business Type: Marketing Agency - S Corporation (Texas)
A digital marketing agency was growing quickly but lacked an efficient tax structure. We helped restructure owner compensation, maximize fringe benefits like health insurance and retirement contributions, and optimize contractor and software expenses. The agency achieved $20,000 in annual tax savings and now has cleaner financial reporting. With these changes, they are better prepared to scale and plan for future expansion.
Organizing Finances for a Business Consulting Firm
Business Type: Business Consulting Firm - LLC (California)
A business consultant operating as an LLC needed better organization for travel, education, and client meeting expenses. We implemented systems to track travel mileage, structured estimated tax payments, and improved expense categorization. These changes saved the client $7,800 on taxes. With accurate financial forecasting in place, they now confidently manage quarterly tax payments and have stronger clarity over business profitability.
Maximizing Deductions for a Trucking Company
Business Type: Trucking Company - LLC (Texas)
A small trucking business was missing major deductions for fuel, repairs, and per diem travel expenses. We cleaned up their bookkeeping, maximized vehicle-related write-offs, and structured contractor payments correctly. Thanks to these adjustments, they saved $19,300 in taxes. Additionally, their recordkeeping improved significantly, ensuring better compliance with DOT regulations and making future audits far less stressful.
Strengthening Margins for a Café and Coffee Shop
Business Type: Cafe and Coffee Shop - LLC (California)
A local café needed help managing payroll taxes and food supply deductions post-pandemic. We cleaned up employee classification (W 2 vs. 1099), optimized food inventory tracking, and helped them claim eligible pandemic-related credits. As a result, they saved $22,000 in taxes and stabilized their profit margins. With stronger financial processes in place, they’re now better equipped to manage seasonal shifts in revenue and expenses.
Restructuring a Beauty Salon for Tax Savings
Business Type: Beauty Salon - LLC to S Corporation (Texas)
A beauty salon operating as an LLC faced high self-employment taxes. We restructured the business into an S Corporation, optimized owner salary levels, and implemented a tax-free reimbursement plan for supplies and professional expenses. These strategies resulted in $14,000 in annual tax savings. Today, the salon operates with better cash flow, cleaner financials, and a stronger foundation for sustainable growth.
Financial Tune-Up for a Photographer
Business Type: Photographer-Sole Proprietor (California)
A busy photographer was missing key deductions on equipment, travel, and studio rentals. We cleaned up asset tracking, corrected marketing expense categorizations, and created an annual expense budget. As a result, they saved $7,400 in taxes and achieved much cleaner year-end bookkeeping. Now, the photographer operates with more financial confidence and stronger documentation for both taxes and business growth planning.
Saving Big for a Landscaping Business
Business Type: Landscaping Business — LLC (Texas)
This landscaping company lacked proper tracking for vehicle and equipment expenses. We advised on mileage log setup, maximized Section 179 deductions for mowers and trailers, and structured a quarterly tax payment plan. These strategies saved the client $12,900 in taxes. With better financial practices and improved loan readiness, the business now operates on a stronger financial footing and is well-positioned for expansion.