Before & After
You're not the only one with a year-long backlog or a shoebox of receipts. Here are some problems we've handled and what the results look like.
Phoenix Contractor Who Was 'Profitable But Broke'
The Problem
A general contractor in Phoenix was making good money on paper, but his bank account was always empty. With books six months behind and receipts in a shoebox, he was flying blind, unable to tell which jobs were actually profitable.
What We Did
We tackled the entire six-month backlog first, getting him current in just two weeks. We then set up a simple job costing system to properly track his labor, materials, and subcontractor payments for each project, so he could stop guessing.
The Result
For the first time, he could see his exact profit margin per job. He immediately saw that his 'small' kitchen remodels were consistent money-losers, so he stopped bidding on them. His cash flow improved dramatically within the first month.
When tax season arrived, there was no panic. His books were already organized. We just sent the clean file to his CPA, which saved him a huge amount in extra prep fees and stress.
Landscaper Buried in a Multi-Year Backlog
The Problem
A successful landscaping company in Mesa had grown fast, but the owner had not touched his books in over two years. He had multiple crews, high fuel costs, and equipment loans, but he was running the business entirely from his bank balance.
He was paying his accountant a huge fee every April just to file a messy extension. He couldn't get a loan for a new truck because he couldn't produce a clean P&L. He was stuck, and the catch-up job was too big to face.
What We Did
We took the entire two-year backlog off his hands. Our team spent a week plowing through bank feeds, loan statements, and fuel receipts to categorize every transaction and reconcile every single month. We untangled all the equipment loans and payroll entries.
The Result
We delivered a 100% accurate, up-to-date set of books. He was finally able to provide a clean P&L and Balance Sheet to his bank and got the loan for his new truck. We now handle his books every month, so he'll never face that overwhelming backlog again.
Marketing Agency Juggling Client Retainers
The Problem
A marketing agency in Tempe was struggling to track its finances. The owner was paying for client ad spend and software on her personal card and forgetting to bill it back. She had no idea which clients were profitable and which were just 'busy work'.
What We Did
We set up a simple system to track and bill back every single client expense, so she stopped losing money. We also separated her revenue by service (e.g., SEO, Web Design) so she could finally see which parts of her business were the most profitable.
The Result
In the first month, she recovered over $3,000 in unbilled expenses. She also discovered her 'Web Design' projects were barely breaking even. She raised her prices and changed her service packages based on real data, not a gut feeling.
Online Store Founder Who Dreaded Sales Tax
The Problem
A Phoenix e-commerce seller was growing fast, but it was chaos. She was selling on two platforms, had no idea how to handle sales tax, and couldn't figure out her real profit after platform fees, ad spend, and inventory costs.
What We Did
First, we got her sales tax compliant, getting her registered and caught up on past-due filings. We then untangled her COGS and platform fees, building a simple system to track inventory costs so she could see her true profit on every product.
The Result
She no longer has to worry about sales tax. The filings are just handled for her. The real win came from the new reports, which showed her top-selling product was barely breaking even after ad spend and fees.
She adjusted her pricing based on this data and saw an immediate 30% jump in her actual take-home cash. She can now make smart, data-driven decisions instead of just guessing.
Salon Owner With Payroll Headaches
The Problem
The owner of a salon in Chandler was constantly stressed about payroll. She was trying to manage a mix of hourly employees and 1099 'booth renters,' and she was never sure if she was handling the taxes and withholdings correctly. She dreaded every 1st and 15th.
What We Did
We took over her entire payroll system. We correctly classified her workers, set up the proper tax withholdings for her W-2 employees, and handled the 1099 filings for her contractors. We also manage her monthly sales tax filings.
The Result
She no longer feels that 'Is payroll wrong?' anxiety. She knows her team is being paid correctly and on time, every time. She's also compliant with both the IRS and the Arizona Department of Revenue, which gives her huge peace of mind.
She got an extra 10-15 hours of her life back every month, which she now spends on training and marketing instead of being buried in payroll paperwork.
The Valley's Trusted Accounting Firm
The Next Step:
A 15-Minute Call
Tell us what you're dealing with. We'll listen, ask a few questions, and then give you a simple price to do the work for you.
