Client Results

Real stories from real clients.

Business Bookkeeping

Correcting Bookkeeping Errors Recovered $10,000 for a Small Business

  • Industry: Construction
  • Annual Revenue: ~$2M

Challenges

When this new client joined us, their books had been maintained by a prior bookkeeper who consistently miscoded expenses—

recording thousands of dollars as owner distributions instead of deductible business costs.

Results

Our accounting team performed a detailed review and discovered the errors affected multiple years of financials and tax filings.

We corrected the bookkeeping, coordinated with the tax team to amend the returns, and ultimately recovered more than $10,000 for the client.

What began as a routine onboarding turned into a major financial win—restoring both accuracy and confidence in their accounting.

Ready to Partner With Us?

Contact us today to learn how we can simplify and optimize your finances.

A woman points at a spreadsheet on a laptop screen while discussing data with two colleagues at a table.