Real Results from Real Businesses

See how QuickBooks-certified AI bookkeeping transformed financial operations for growing companies across industries.

DesignStudio NYC

Creative Agency
6 months

The Challenge

Manual expense tracking across 15 projects, unclear profitability per client

The Solution

Automated QuickBooks categorization, project-based P&L tracking, monthly financial reviews

Before & After

Monthly Bookkeeping Time
25 hours5 hours
20 hours saved
Annual Tax Prep Cost
$4,500$1,300
$3200 saved
Profit Margin
22%40%
+18% improvement

Key Results

$3,200 in CPA fees
Annual savings
18% margin improvement
Efficiency gain
Strategic Insight
Identified 3 unprofitable clients, renegotiated contracts

TechStart Solutions

SaaS Startup
4 months

The Challenge

Burn rate unclear, subscription revenue not properly tracked, investor reports delayed

The Solution

Stripe-QuickBooks integration, automated MRR tracking, custom investor dashboard

Before & After

Monthly Bookkeeping Time
18 hours3 hours
15 hours saved
Annual Tax Prep Cost
$3,000$1,200
$1800 saved
Profit Margin
15%27%
+12% improvement

Key Results

$2,400 saved on bookkeeper
Annual savings
12% reduction in unnecessary SaaS subscriptions
Efficiency gain
Strategic Insight
Discovered $800/month in duplicate software licenses

Riverside Consulting

Professional Services
8 months

The Challenge

Multi-entity structure, complex client billing, tax compliance issues

The Solution

Consolidated QuickBooks setup, automated invoice reconciliation, quarterly tax planning

Before & After

Monthly Bookkeeping Time
35 hours5 hours
30 hours saved
Annual Tax Prep Cost
$6,500$1,500
$5000 saved
Profit Margin
28%53%
+25% improvement

Key Results

$5,000 in accounting fees
Annual savings
25% faster client collections
Efficiency gain
Strategic Insight
Reduced DSO (Days Sales Outstanding) from 45 to 28 days

Ready for Similar Results?

Let's discuss how QuickBooks-certified AI bookkeeping can transform your financial operations.