Results that speak for themselves

Challenge

A fast-growing construction company was processing payroll manually across three states, resulting in frequent errors, late filings, and employee complaints. Their part-time bookkeeper was overwhelmed and their books were months behind.

Approach

We took over payroll processing, set up automated multi-state tax filings, and rebuilt their accounting function from the ground up. Within 60 days, payroll was running cleanly and their books were current for the first time in two years.

Outcome

Zero payroll errors in the 18 months since engagement. The owner reclaimed 15+ hours per month previously spent on back-office issues and passed a state payroll audit with no findings.

Challenge

An e-commerce company was growing fast but had no reliable financial reporting. Their bank had declined a credit facility request citing insufficient financial documentation. The owner had no clear picture of margins, cash flow, or profitability by product line.

Approach

We rebuilt their accounting function, implemented proper revenue recognition, and created a monthly reporting package with P&L by product category, cash flow forecasting, and a clean balance sheet. We then helped them prepare the financial package for their bank.

Outcome

The company secured a $500K revolving credit facility six months after engaging Finstra. The owner now runs weekly cash flow reviews and has used the product-level margin data to discontinue two underperforming lines.