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Strategic Planning

Creating the proper focus for success

Customer

Business Consulting Group

Industry

Professional Services

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!)

For a small non-profit organization like Los Cabos Children’s Foundation, having a team like All In One Accounting means peace of mind and directing all our efforts towards completing our mission and attaining our goals.

Marisa Comella, Executive Director at Los Cabos Children’s Foundation