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Bookkeeping Case Study Articles

  • Bookkeeping Case Study

Nov

10

2022

Startup data cleansing

Our Bookkeeping and VCFO team were brought in to work with an entrepreneurial startup with multiple products lines and investors who needed financial information. The previous bookkeeper couldn’t keep up with the demands of the business and as a r...

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  • Bookkeeping Case Study

Nov

10

2022

Family Office conversion from Excel to Xero

Our Bookkeeping Manager has worked with a Family Business to convert their financial data from excel spreadsheets to Xero cloud based software. The Family Office management was taken over by siblings after the passing of a senior family member. Th...

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  • Bookkeeping Case Study

Nov

10

2022

Legacy System and a retiring Bookkeeper

One of our clients had a trusted bookkeeper of 20 years who was ready to retire, and uses an industry specific legacy software system with attached accounting package. The legacy system could not be upgraded to a cloud-based accounting system due ...

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