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Case Study Blogs


Case Study: Modernizing a Mature Nonprofit's Bookkeeping

May 28, 2019 / by Indre Bauza posted in Northern Virginia, Nonprofits, Case Study Blogs

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When he became Executive Director at Arlington Thrive in March 2016, Andrew Schneider encountered a problem common among mature nonprofits: "Over time, as in any organization, internal systems develop that make sense to the people who are operating them but might not make sense to new people coming in."

In fulfilling its mission of providing same-day, emergency financial assistance to residents of Arlington County, Virginia, the organization relied on a steady flow of cash. A legacy bookkeeping system, coupled with a nearly indecipherable method of donor classification, threatened to disrupt that flow. Schneider needed to resolve the problem quickly. Supporting Strategies | Northern Virginia and Managing Director Indre Bauza delivered a solution.

A Clearer View
Supporting Strategies took a proactive approach to solving the problem — from modernizing the bookkeeping system to establishing monthly conference calls with the finance committee. The result? Real-time financial reporting, enhanced communication, and greater financial transparency.

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Forward Thinking: How to Scale for Rapid Growth

April 30, 2019 / by Karen Rinehart posted in Bookkeeping Services, Case Study Blogs, Central CA

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The good news? Two new partners joined a small company and immediately increased sales. The bad news? The company's existing system of keeping the books — paying bills with handwritten checks and keeping tabs on the numbers through monthly visits with a CPA — was inadequate for rapid growth.

"We were losing tons of sleep because we didn't even know our numbers," says Brian Van Norman, ICU Technologies' Vice President and Co-Owner. "It was scary. Like, 'How much money have we got in the bank? What bills do we have?'"

Van Norman turned to the internet for a solution — and found Supporting Strategies.

Proactive Guidance
Karen Rinehart, Managing Director of Supporting Strategies | Central California, was on the case immediately. "Karen got the chart of accounts right, along with all the other stuff that we aren't experts in," Van Norman says.

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Case Study: Empowering a Nonprofit to Pursue Its Goals for Growth

January 17, 2019 / by Jen Ellermeyer posted in Reno - Tahoe, Nonprofits, Case Study Blogs

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The Sierra Nevada Children's Museum, a popular family destination in Truckee, California, is poised for growth with a projected 80% increase in visitation over the next 20 years. To keep pace with this growth, the museum needs to boost fundraising to finance building a larger facility.  

Working with a complex chart of accounts and item list, combined with a slow, server-based software system, occupied much of Executive Director Carol Meagher's time. She wasn't able to fully focus on fundraising and community outreach — which were vital for the museum to keep pace with its projected increase in visitation.

To compound this problem, the museum's bookkeeper decided not to return from maternity leave, and a prospective replacement didn't pan out. In order to reach its potential for growth, the museum needed to establish a strong foundation in bookkeeping that included special events tracking, operational reporting, grants management, and preparing financials for the board.

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Case Study: Providing Comprehensive Bookkeeping Services to a Busy Surgeon

December 6, 2018 / by Leslie Jorgensen posted in Boston, Bookkeeping Services, Case Study Blogs, Healthcare

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Like many medical professionals who operate their own practices, Beverly M. Shafer MD, FACS (Fellow, American College of Surgeons), is under tremendous pressure to manage her time as efficiently as possible. "It drives me crazy when there are gaps in the schedule," says Shafer, a renowned plastic surgeon who has practiced on the North Shore of Massachusetts for over 30 years.

Shafer's combination of compassion and surgical artistry has created a high demand for her services. Meanwhile, her practice's back-office functions have become more time-consuming over the years, due to the growing complexity of insurance-reimbursement bureaucracy and a migration from paper-based to digital bookkeeping. Staff turnover compounded the problem; an outside CPA firm wound up doing many basic bookkeeping tasks. That wasn't cost-effective.

Specialized Bookkeeping Services for Healthcare Practices
A business contact encouraged Shafer to reach out to Supporting Strategies Founder and CEO Leslie Jorgensen. "I loved her immediately," Shafer says. A leading provider of outsourced bookkeeping services and operational support, Supporting Strategies began reconciling all of the practice's accounts on a monthly basis, "which is super-complicated, honestly," Shafer says. "They interface with my CPA to provide them the necessary information to do what they need to do, and they also interface with my paychecks company to get my staff paid and make sure that their taxes are correct."

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Case Study: Helping a Healthcare Clinic Take its Bookkeeping into the 21st Century

November 27, 2018 / by Jason Freilinger posted in Bookkeeping Services, South Puget Sound - Tacoma, WA, Case Study Blogs, Healthcare

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Since 1979 Evergreen Speech & Hearing Clinic (ESHC) has become a respected source of comprehensive hearing evaluations and rehabilitation in the Puget Sound region. The healthcare practice has expanded from one location to three, with a staff of 28 that includes five audiologists and six speech therapists.

With the clinic’s growth came bookkeeping and back-office complexities. While ESHC used a robust, mid-market accounting system, they still entered vendor invoices and cut checks manually. Then ESHC's in-house bookkeeper gave two weeks’ notice.  

21st Century Bookkeeping
On the recommendation of a business associate, ESHC called on Supporting Strategies. Despite some initial misgivings about outsourcing bookkeeping, ESHC soon saw the advantages. "The Supporting Strategies team optimized our entire system and brought us into the 21st century," says ESHC Project Manager Chris Norwood. "What felt like a crisis turned out to be a great opportunity."

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Case Study: How a Small Business Gets Government Contracts

October 11, 2018 / by Jim Rice posted in Small Business Advice, Rochester, Orlando, Bookkeeping Services, Business Advice, Case Study Blogs

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With its cutting-edge shelter construction, World Housing Solution (WHS) addressed an obvious need for the U.S. Department of Defense. The small Sanford, Fla., company creates modular buildings that could be raised quickly in challenging circumstances ranging from refugee crises to natural disasters to rapid military deployments.

But securing government contracts meant negotiating a complex regulatory maze that included the Defense Contract Audit Agency (DCAA). "Once you are a government subcontractor, you have to run all of your accounting through a DCCA system regardless of whether it's a commercial sale or a government sale," says WHS Director of Administration Michelle Theodoseau. "Our original accounting firm did not have the experience that these very specialized government contracts require."

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Case Study: Bookkeeping Services Help a Franchise Avoid Fines and Focus on Strategy

August 16, 2018 / by Michael Oberther posted in Small Business Advice, Manhattan Financial District, NYC - Midtown, Bookkeeping Services, Tips for Startups, Business Advice, Case Study Blogs

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In 2009 Steven Conyers acquired a CMIT (Completely Managed Information Technology) Solutions franchise in Brooklyn, New York.

Demand for his franchise’s services, which range from IT troubleshooting to data security upgrades, grew steadily. So did the demands on Conyers’ time. Desktop-based bookkeeping, which lacked real-time functionality or integration with his project management platform, was a particular drain. Supporting Strategies found a solution.

More Time — and No More Fines
Although he had an outside accountant, Conyers still had to input much of the bookkeeping information himself. He often fell behind, which proved costly. "Like most franchises, we have to report on a monthly basis," Conyers says. "I was reporting late, and the fines were costing me money."

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Case Study: Custom Bookkeeping for a Custom-Home Builder

May 10, 2018 / by Bryce Ledet posted in New Orleans, Bookkeeping Services, Case Study Blogs

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Since 1983, Chris Ledet has created affordable dream houses for clients in and around his hometown of Thibodaux, Louisiana.

His company, Chris Ledet Homes, later expanded to include Building Specialist Nancy Bernard and Chris' son, Paul, who is now the Owner and Project Manager. With this growth, and up to 12 building projects a year, old-school bookkeeping became a time-consuming challenge.

Spread Too Thin with Spreadsheets
As a Building Specialist, Bernard was responsible for meeting with clients to help them plan the details of their custom homes. But after bookkeeping was added to her list of duties, she found herself spending additional time creating spreadsheets to track expenses. This approach worked while the business was small. As the number of clients and spreadsheets grew, though, she was soon spending too much time in front of her computer and not enough time sitting with clients.

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Case Study: Helping an Escrow Agent End a Flood of Paperwork

April 26, 2018 / by Pete Denholm posted in Small Business Advice, Northeast Florida, Bookkeeping Services, Case Study Blogs

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When he launched River City Title in 2016, President and CEO Eric Blocker knew he'd have to process reams of legal paperwork. That goes with being an escrow agent in a growing Florida real estate market. What he didn't anticipate was a separate stream of bookkeeping paperwork, which soon became a flood.

Spurred by positive reviews and referrals, River City Title grew rapidly in its first year. Blocker quickly expanded his staff from two to six, including an office manager who was responsible for bookkeeping. When Blocker saw that part of his company's financial records consisted of paper receipts taped into a binder, he realized he needed to adapt this system to an online world.

A meeting with Pete Denholm, Managing Director of Supporting Strategies | Northeast Florida, led to an efficient, cost-effective solution: outsourced bookkeeping services.

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Case Study: Helping a Florida Homebuilder Keep Up with Growth

March 29, 2018 / by Pete Denholm posted in Bookkeeping Services, Case Study Blogs

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A year after launching John Merrill Homes, a custom builder in Jacksonville, Florida, Adam Merrill, had an enviable problem: His business was growing three times faster than anticipated. Realizing it would be nearly impossible to keep up with this growth using DIY bookkeeping, Merrill turned to an outsourced solution with Supporting Strategies.

A Built-in Challenge
Building custom homes is a business that's especially susceptible to bookkeeping challenges. "It's heavy on payables," Merrill says. "There's a lot of check processing. We take in five to seven checks per job, but we write about 500 per job."

In addition, building homes is a long-term process. It often takes a year for John Merrill Homes to see income from a project. That could easily lead to cash-flow problems, particularly at a rapidly growing startup. "I knew the bookkeeping could get overwhelming," Merrill says. "So outsourcing made a lot of sense." He reached out to Supporting Strategies | Northeast Florida for help.

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