
REal REsults
You don’t need more advice.
You need results.
That’s where we come in.
We look at the full picture - because accounting touches almost everything in your business. Then we design smart, streamlined systems that boost accuracy, cut friction, and bring real polish to your financial operations.
While we’re building better systems behind the scenes, we’re also handling the day-to-day accounting. We keep things running smoothly and proactively. Ensuring nothing falls through the cracks.
The result? Smoother operations, smarter decisions, and dependable support you can trust.
Want the full story?
Case Study: Growing Pains
Overview: Two years after launching the business, it became clear to the founders that they needed more. More information, knowledge, and insight into their financials. More collaboration with their finance team.
Upon launch, the company immediately gained traction in the marketplace, and the team successfully debuted several new product lines. Despite these early wins, their back office just couldn't keep up. Using an independent bookkeeper and a separate contract CFO led to poor communication and a fractured understanding of the business.
In order to scale and grow profitably, the founders knew they needed hands-on help from experienced business leaders.
Business: Direct to Consumer Packaged Goods Retailer
Location: Portland, Oregon
Number Of Employees: 10
Company Profile
Financial performance unknown
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Inventory over purchased, too much on hand
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Ineffective operating budget and forecast
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Decreased margins due to incomplete COGS tracking
Case Study: BUSINESS IN CRISIS
Business: Custom Design & Manufacturing Company
Location: Portland, Oregon
Number Of Employees: 35
Company Profile
Overview: After 30 years in business, the company's owner was ready to retire - he hired a new President, relinquished control and stepped back from the day to day operations.
Diverting energy away from core competencies, the new President quickly expanded the company's product offerings into different industries. While this increased revenue in the short term, it was unsustainable, eroded gross margins, increased overhead, and saddled the company with debt.
Suddenly, the company was plunged into a deep financial crisis. With bankruptcy looming, the company had insufficient cash for operations and was being squeezed from all sides.
Bank freezes credit & places company in special assets
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Vendors hold product, demand COD
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Landlord threatens eviction after 7 months unpaid rent
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Fed + State agencies place liens for unpaid taxes
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