Creating The Proper Focus For Success

A Case Study On Strategic Planning

HIGHLIGHTA game-plan
is the key to accuracy.

INDUSTRYProfessional Services

CUSTOMERBusiness Consulting Group

Opportunity

Our client was doing it all – which means not doing any one thing well. Accounting wasn’t something she wanted to be doing, nor was it something she was really good at. She needed and wanted help so that she could focus on the things that make her happy.

Solution

After going through our proven process with our client, we determined that there was a need for a Controller. Shortly after that, our client decided to have us take over their CFO-level work and asked for operational support and an accounting associate to manage the day to day transactions.

Results

Created efficiencies and processes that save time and money.

Very happy clients, which means they continue to trust us with additional accounting needs. (We now do one of the owner’s personal accounting because she was so happy with what All In One does for the business!)