Case Studies

Real Results from Accounting Operations Built Right

How businesses across industries transformed their financial operations, uncovered margin recovery opportunities, and scaled confidently with systems designed for accuracy and compliance.

Telecom & Retail

Telecom Reseller Multi-Store P&L, Commission & Cash Flow System

Financial system consolidation for 22-store network

The Challenge

  • 22 stores with separate bank accounts, payroll, and commissions
  • Management could not see profitability by location
  • Commission revenue tracking inaccurate due to timing issues
  • Cash management lacked reconciliation controls

Our Solution

  • Designed unified accounting structure covering all revenue streams
  • Built store-level P&L generation system
  • Implemented automated commission tracking based on activation/deactivation
  • Created consolidated financial reporting with cash flow visibility

Measurable Impact

  • Correct commission tracking and improved cash control
  • Zero confusion on store-wise profitability
  • Faster reporting cycles independent of external accountants
  • Strong financial clarity supporting partner expansion

92%

Reporting Time Saved

Monthly cycles

100%

Commission Disputes

Eliminated

Real-Time

Store Profitability Visibility

On-Demand

Management now has real-time visibility into each store's profitability. Partner distributions automated and disputes eliminated.

6 months implementationMulti-Entity Accounting, Commission Revenue, Cash Flow

Primary impact metric

Key Results

  • Correct commission tracking and improved cash control
  • Zero confusion on store-wise profitability
  • Faster reporting cycles independent of external accountants

Industry

Telecom & Retail

Hospitality & Guest Services

Guest House Chain ERP Financial Design & Reporting Consultation

Cloud ERP accounting backbone for multi-location hospitality

The Challenge

  • Multi-location chain with no room revenue tracking by category
  • Ancillary expenses (food, laundry) not properly allocated
  • Custom ERP in development but lacked financial system design
  • No standardized GAAP-compliant reporting framework

Our Solution

  • Advised ERP developers on database structure for revenue and expense tracking
  • Designed ledger flows and journal structures for GAAP compliance
  • Created financial SOPs for expense recording and cost allocation
  • Built reporting templates for room revenue, P&L, and balance sheet integration

Measurable Impact

  • Accurate room revenue and expense tracking by category and location
  • ERP financial modules correctly designed and integrated
  • Real-time P&L and balance sheet visibility across all locations
  • Streamlined decision-making and operational cost management

99.8%

Revenue Tracking Accuracy

By Category

100%

Expense Allocation Efficiency

Automated

8x Faster

Monthly Close Speed

vs Manual

ERP financial system now accurately captures all operational modules. Enables real-time profitability per room category and location.

4 months consultationERP Design, Multi-Location Accounting, Revenue Recognition

Primary impact metric

Key Results

  • Accurate room revenue and expense tracking by category and location
  • ERP financial modules correctly designed and integrated
  • Real-time P&L and balance sheet visibility across all locations

Industry

Hospitality & Guest Services

Real Estate Development

Real Estate Financial Cleanup & GAAP Reporting System

Multi-property portfolio accounting transformation

The Challenge

  • 120 property portfolio with inconsistent accounting records
  • Missing month-end close procedures
  • No GAAP-compliant financial reporting
  • Unclear property-level profitability

Our Solution

  • Implemented centralized accounting operations
  • Established standardized month-end close process
  • Built GAAP-compliant reporting framework
  • Created property-level dashboard system

Measurable Impact

  • 92% reduction in close timeline (from 15 days to 1.3 days)
  • Identified $340K in annual cost reduction opportunities
  • Enabled accurate property-level profitability analysis
  • Improved lender reporting and audit readiness

92%

Close Timeline Reduction

15 days → 1.3 days

$340K

Cost Savings Identified

Annually

35+

Additional Properties Managed

Same staff

Client now manages 35 additional properties with same staffing level. Annual accounting operations cost reduced by 35%.

4 months implementationBookkeeping, Financial Reporting, Month-End Close

92%

Primary impact metric

Key Results

  • 92% reduction in close timeline (from 15 days to 1.3 days)
  • Identified $340K in annual cost reduction opportunities
  • Enabled accurate property-level profitability analysis

Industry

Real Estate Development

Food Service & Hospitality

Restaurant Chain Inventory Costing & Profitability Control

Cost management system for multi-unit operator

The Challenge

  • 15 restaurant units with manual inventory tracking
  • No food cost analysis by location
  • Difficulty identifying variance sources
  • Inconsistent operational accounting

Our Solution

  • Built automated inventory costing system
  • Implemented unit-level P&L dashboards
  • Created variance analysis procedures
  • Established standardized chart of accounts

Measurable Impact

  • Food cost visibility improved by 98%
  • Identified 2.3% margin improvement opportunity across units
  • Monthly accounting cycle time reduced by 60%
  • Enabled data-driven operational decisions

98%

Cost Visibility Improvement

Food costs tracked

2.3%

Margin Improvement

Revenue increase

$450K

Annual Margin Recovered

Optimized costs

Client recovered $450K in annual margin through cost optimization. Implemented system is now used across 23 units.

3 months implementationJob Costing, Inventory Accounting, Management Reporting

2.3%

Primary impact metric

Key Results

  • Food cost visibility improved by 98%
  • Identified 2.3% margin improvement opportunity across units
  • Monthly accounting cycle time reduced by 60%

Industry

Food Service & Hospitality

Signage & Advertising Services

Billboards & Signage Job Costing & Margin Recovery System

Profitability tracking for project-based operations

The Challenge

  • 100+ concurrent projects with no costing system
  • Margin erosion due to untracked overhead allocation
  • Inability to forecast project profitability
  • Manual time tracking and cost accumulation

Our Solution

  • Designed job-costing module in QuickBooks
  • Established overhead allocation methodology
  • Built project-level profitability dashboard
  • Implemented integrated time tracking system

Measurable Impact

  • Margin improvement of 4.2% through accurate costing
  • $1.2M in previously untracked profit identified annually
  • Project bidding accuracy improved by 85%
  • Real-time job profitability visibility achieved

4.2%

Margin Improvement

Revenue increase

$850K

Profit Recovered Annually

Job costing

18%

Sales Win Rate Improvement

Better bidding

Client recovered $850K in annual margin. Sales team now uses job costing data for bids, improving win rates by 18%.

5 months implementationJob Costing, Overhead Allocation, Management Reporting

4.2%

Primary impact metric

Key Results

  • Margin improvement of 4.2% through accurate costing
  • $1.2M in previously untracked profit identified annually
  • Project bidding accuracy improved by 85%

Industry

Signage & Advertising Services

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