Case Studies

Looking at real client solutions.

MEDICAL OFFICE

CHALLENGE: Due to a crisis, the client needed W2’s and year end payroll tax information immediately.

SOLUTION: We converted the client from a more expensive system to QuickBooks which was more affordable and was a full service system.

RESULT: Saved the client money and met deadlines without the client experiencing an interruption in service.

REAL ESTATE AGENT

CHALLENGE: Tax returns were not filed for the year.

SOLUTION: Recreated previous years returns, 20 months of back work in 2 weeks, and filed under an extension.

RESULT: Compliance with tax authorities and lowered stress levels of the client.

HANDY MAN SERVICES
RETAIL
SPECIALTY RETAIL

Please contact The Bookkeeper for additional Case Studies