Case Studies

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Painpoint:
Solopreneur trying to do it all

Client A

Painpoint:
Small business ready to scale in unpredictable markets

Client B

Painpoint:
Business reacting to change in demand & prepping to pivot

Client C

Client A

Painpoint: Solopreneur trying to do it all

Painpoint: Inaccurate and unreconciled data
Data capture: More expenses to write off
Net effect: Lower taxable income
Benefit: Less taxes due
Savings: 20% savings

 

Client B

Painpoint: Small business ready to scale in unpredictable markets

Painpoint: Analyzing the business
Data capture: Separating variable and fixed costs
Net effect: Monitoring gross profit
Benefit: Focus on markup and rethinking price models
Savings: New pricing ensures profitability - $$ money captured

 

Client C

Painpoint: Business reacting to change in demand & prepping to pivot

Painpoint: Need to preserve cash and control spending
Data capture: Create budget to control spending and projections for planning
Net effect: Avoid costly financing
Benefit: Better cashflow planning leads to self funding
Savings: Savings on financing costs & less dependence on credit lines