Client
A boutique sales and marketing firm run by a sole proprietor
Project Size / Scope
Implementation of an accounting system and tax compliance support
Challenge
Needed a simple, reliable bookkeeping solution and was behind on tax filings, risking compliance and decision‑making clarity.
Our Approach
- Set up QuickBooks Online tailored to a sole proprietor
- Organized records and produced accurate financial statements
- Coordinated with the CPA to catch up on overdue tax filings
Result
Streamlined bookkeeping, restored compliance, and a foundation for clearer financial decisions.