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$12K Saved Annually & 35% Faster Invoice Payments for a Creative Agency
Reliable Bookkeeping That Transformed Finances for a Boutique Design Firm
Client
Boutique Creative & Design Agency with 10+ team members (US-based)
Challenges
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Outdated and error-prone bookkeeping
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No proper monthly P&L or cash flow reports
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Delayed invoice payments due to poor AR tracking
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Internal staff unfamiliar with QuickBooks Online
Solution Provided
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Cleaned and restructured the QuickBooks Online account for accurate categorization
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Took over weekly bookkeeping, invoicing, and reconciliation
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Delivered custom monthly P&L and cash flow statements
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Automated invoice reminders and implemented AR aging reports
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Set up monthly budget reviews and financial forecasting
Results
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Cleared a 6-month bookkeeping backlog in under 3 weeks
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Reduced invoice collection time by 35%
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Identified and cut $12K in annual unnecessary expenses
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Recovered $9,000 in missed deductible expenses
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Delivered timely, tax-ready monthly financial reports
By bringing clarity, structure, and proactive reporting, we helped this creative agency turn financial chaos into confident decision-making—freeing them to focus on the work they love.
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