What We Deliver
Every business has different challenges. Here's how we've helped our clients solve theirs.
Veterinary Clinic Flying Blind on Inventory
The Problem
A veterinary clinic was ordering supplies and medications based on gut feeling. They had no system to track inventory costs or what was expiring on the shelves. The owner suspected shrinkage but couldn't prove it.
Year-end inventory counts always resulted in unpleasant surprises that threw off the financials and frustrated her CPA.
What We Did
We implemented inventory accounting that tracked cost of goods sold accurately. We connected their inventory system to QuickBooks so every medication and supply item was properly valued.
We established shrinkage monitoring and created monthly reports showing exactly where the money was going.
The Result
Shrinkage dropped immediately once staff knew it was being tracked. The owner discovered she was over-ordering on slow-moving items while constantly running short on the products clients actually needed.
She adjusted her ordering patterns and freed up several thousand dollars in working capital that had been sitting on shelves. Her year-end counts now match the books, and she can actually see which services are profitable enough to expand.
SaaS Startup Needing Investor-Ready Financials
The Problem
A software company in the Greater Boston area had built a working product and was ready to raise their seed round. The problem was their books were a mess. Revenue recognition was wrong, expenses were mixed with the founder's personal spending, and they had no real financial statements to show potential investors.
They had three VC meetings scheduled in six weeks and nothing to present.
What We Did
We cleaned up 18 months of transactions and rebuilt their chart of accounts to match how software companies are actually evaluated. We set up proper revenue recognition for their subscription model and separated deferred revenue from recognized revenue.
We produced clean monthly P&L statements, a balance sheet, and cash flow projections for their pitch deck.
The Result
They walked into those investor meetings with financials that looked like they came from a company twice their size. One investor commented that he rarely sees early-stage companies with books this organized.
That credibility helped them close a $650K seed round. The lead investor later told them the financial clarity was a significant factor in his decision to move quickly. We now handle their books monthly so they're always prepared for the next raise.
Landlord With No Idea Which Property Made Money
The Problem
A real estate investor with six rental units was running everything through one checking account. Repairs, tenant deposits, and mortgage payments all blended together. She had no idea which properties were profitable and which were draining cash every month.
Her CPA spent hours untangling the mess every April and still wasn't confident the numbers were right.
What We Did
We separated her finances by property using class tracking in QuickBooks. Every expense, repair, and rent payment was assigned to a specific address.
We set up a system to handle security deposits properly so they didn't inflate her income numbers.
The Result
Two of her properties turned out to be money losers once repairs and vacancy costs were properly allocated. She sold one and raised rent on the other.
Her CPA now gets clean, property-by-property financials that take minutes to review instead of hours. She uses the reports to decide whether new properties are worth buying and recently passed on a deal that looked good on paper but would have repeated the same mistakes.
Trucking Company Struggling With Multi-State Payroll
The Problem
A small trucking company had drivers based in three different states. The owner was trying to handle payroll himself but kept getting notices about incorrect withholdings and missed filings. One state was threatening penalties for late payments.
He was spending more time on paperwork than on actually running the business.
What We Did
We took over payroll completely. We registered the company properly in each state, set up correct withholdings for each driver's home state, and handled all the quarterly and annual filings.
We resolved the outstanding notices and got the company current with all jurisdictions.
The Result
The penalty threats went away. Drivers are now paid correctly with the right state taxes withheld based on where they actually live.
The owner told us he used to spend ten hours a month worrying about payroll and making mistakes. Now he just approves the hours and we handle everything else. The company has since added two more drivers in two more states, and the payroll system scaled without any compliance issues.
Dental Practice Drowning in Payroll Errors
The Problem
A dental practice in the Merrimack Valley had grown to eight employees, but the office manager was still calculating payroll by hand. Hours, PTO, and bonuses were tracked in spreadsheets that kept breaking.
Staff were questioning their paychecks, and the dentist was getting pulled into payroll disputes that had nothing to do with patient care.
What We Did
We moved them to a proper payroll system with automated calculations. We set up PTO accruals, configured the correct withholdings for Massachusetts, and established direct deposit.
We trained the office manager on how to enter hours and let the system do the rest.
The Result
Payroll errors stopped completely. The office manager who used to spend half a day on payroll now finishes in thirty minutes. Staff trust their paychecks again and the dentist hasn't had to mediate a payroll dispute in months.
When they added two more hygienists last year, the system handled the growth without any additional headaches. The practice is now fully compliant with Massachusetts payroll requirements.
E-Commerce Seller Ignoring Sales Tax for Three Years
The Problem
An Amazon and Shopify seller had been growing rapidly but had never addressed sales tax. She was shipping to customers in dozens of states and had no idea where she was required to collect tax or what she might owe in back payments.
She was afraid to look at the problem because she assumed it would cost her everything she had built.
What We Did
We conducted a nexus study to determine where she had sales tax obligations based on her sales history and warehouse locations. We registered her in the required states, filed voluntary disclosure agreements where it made sense, and set up automated sales tax collection going forward.
The Result
The situation was not as bad as she feared. Several states waived penalties because she came forward voluntarily before they came after her. She is now fully compliant and collecting the correct tax in every state where she has nexus.
The real payoff came when she decided to sell the business two years later. Sales tax compliance was one of the first things the buyer's accountant checked. Because everything was documented and current, the due diligence went smoothly and the sale closed at full asking price.
The Merrimack Valley's Trusted Accounting Partner
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Tell us about your business and what you're dealing with. We'll listen, ask a few questions, and give you a straightforward quote.