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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.


  • 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.


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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