We’re a small, new firm. Rather than make up case studies, this page describes the shapes of projects we handle for small and mid-sized businesses every day. Real client write-ups will land here as projects go live — with permission, and only when there’s something useful to say.
Six everyday shapes of work for small businesses.
Most projects we take on fall into one of these. If yours doesn't, write us anyway — we'll either help or point you toward someone who will.
When the books have drifted from how the business actually runs, we straighten them out. Chart-of-accounts surgery, data file repair, sensible user permissions, and the reports your team needs to see at a glance.
Recurring invoices that go out on a schedule, payment reminders that nudge the right customers at the right time, and bank reconciliation that mostly takes care of itself. Less typing, faster payments.
Sales from Shopify, WooCommerce or Square land in your accounting software cleanly — daily, automatically, with refunds and gift cards handled the way an accountant would actually want them.
Your salespeople should sell, not retype customer details into the billing system. We wire your CRM (HubSpot, Pipedrive, Zoho, Salesforce) into your invoicing so the handoff is instant and the data stays clean.
The piece your team currently glues together with spreadsheets and shared inboxes — but really shouldn't. A focused little internal tool, dashboard or workflow that does one job properly and saves a few hours a week.
Coming off spreadsheets, an older accounting product, or a CRM that nobody loves anymore. We move customers, history and balances into your current stack carefully — so you don't lose what you've already built.
Three steps. No long sales cycle, no junior account manager in the middle. The person you talk to first is one of the people who'll do the work.
A short message is enough — a few sentences about what's slowing your team down, the tools you already use, and what good would look like. Anything more is welcome but never required.
We jump on a call with you (and whoever else needs to be there) to understand what's really going on. No deck, no pitch — just questions, and a clear sense by the end of what we'd recommend.
Within a few days you get a short written plan: what we'll do, what it'll cost, how long it'll take, and what we need from you. You decide. No follow-up phone tree.
Software is the visible deliverable. The other three are what make it actually useful to your team six months later — when the people who built it have moved on to the next project.
Built to last, not held together with sticky tape. Live in your accounts, your tools, your workflow — and yours to keep.
Written, not buried in a chat thread. What we built, why we built it that way, and how to change it later if you need to.
We sit with the people who'll use it. Short walkthroughs, a recorded session, and a written cheat-sheet so nobody is stuck on day one.
When something breaks or you need a tweak, you reach the same person who built it. No tickets, no escalation queues, no offshore handoff.
A few sentences is plenty. A real person reads every message and replies within one business day — usually a lot sooner.