Every one of these started with somebody typing the same number twice, or a file nobody trusted. Clients are anonymized; the work is not.
A nonprofit with a retail store and no reliable view of its own cash. Two years later, reporting is on time, funds pay from the right accounts, and the auditor told the board to keep us.
232 manual entries a month, read by eye off one small-print page — replaced with parsed data and a real approval workflow.
A school whose board could not rely on the numbers, after outside consultants had tried and not finished. Three years later we are still their consultant.
Allocation across programs and grants, rebuilt automatically every pay period — balanced, with rounding handled and real variances escalated to a person.
Donor CRM campaign revenue reconciled to QuickBooks across three concurrent campaign years, with the trial balance attached to every entry.
The bank already sends the check number and amount digitally. It was being read off one screen and typed into another.
Stripe course sales coded to the right program class automatically — with the processing fee booked separately. The first automation we ever built.
Jobs, crews, permits and quotes out of a Google Sheet and into a base that sorts — including the quotes that used to go cold unnoticed.
Consigned inventory pulls, returns, and counter purchases across multiple suppliers — landing on the right project the day they happen.
Fragmented timesheets consolidated by employee and project — with every original archived before anything is deleted.
Daily syncs create timing differences and someone fixes them monthly. We built the books from the POS system’s own report instead.
One monthly journal entry per client, built from the POS report, with the source document attached to the entry.
A vendor that couldn’t connect to anything meant manual orders and inventory nobody was supposed to be holding. Cost per item fell about 60%.
A Florida land surveying firm handed off its whole back office. A revenue climb, one honest downturn, and an ownership change later, the engagement is still running.
Hundreds of projects out of Excel, reports and invoices out of Word, and lab data loading straight into the record both are generated from.
Your project tracker is a spreadsheet, your deliverables are Word documents, and the same information gets typed into both.
A new registration creates the customer, the invoice and the payment in QuickBooks, with a lookup supplying pricing and revenue category.
Operational bases beyond the environmental consulting build. Several are live; we are choosing which to write up.