Case Studies
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