Case Study

PROCESS: A 25-year-old Michigan-based property management company required to balance its accounting accounts for 2019 due to inaccurate and incomplete entries. Their accounting books contained various missing and duplicate entries that needed to be corrected so that their financials and balance sheet reflected accurate statistics that they could present to their CPA and the Board. CHALLENGES: File and reconcile taxes for 2019 within a short timeframe. The client is struggling to find an accounting firm Read More

PROCESS: A 3-decade-old house inspection company with a statewide presence needed to re-engineer its financial processes due to management changes. CHALLENGES: Integrate Bill.com with Sage Intacct and QuickBooks, and resolve integration errors quickly. To transfer the accounting system from Sage Intacct to online QuickBooks software within a limited time frame. There are many disputed accounts payable and receivable transactions. Complicated and undocumented payroll and commission computation processes Existing processes and reporting are not aiding management Read More

PROCESS: The client has been a pioneer in producing speciality chemicals for the leather industry. The client’s accounting responsibilities include updating bills, invoices, and payments, creating budgets, financial reports such as cash flow and cash forecasting statements, trial balances, profit and loss accounts, and balance sheets. CHALLENGES: Update bills, invoices, and payments in the books of accounts when they are raised or received simultaneously. Unable to find an accounting company that can swiftly adapt to Read More