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Case Study

Small Business Owner

Client Demographic: Medical Provider, New Business
Revenue: $100,000-$249,999
Client Concerns: Starting a brand new business providing medical services  and commissions paid to employees. They wanted to be organized, be tax efficient and pay top wages to their staff.

Services:

  • Business Consulting

Our Solutions:

We created a customized chart of accounts and linked their inventory software to their QuickBooks online. We created all the systems and processes to account for all medical billing, invoicing and created a customized tracker for commissions paid. We also negotiated on their behalf to determine a commission structure that was fair and generous.

Results:

These strategies have helped this client be able to focus on building their brand and business while having astronomical profits in the first few months.

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