Case Studies
Case Studies
Interior Design Firm Seeks Partner to Stabilize and Monitor Internal Finances
Interior Design Firm Seeks Partner to Stabilize and Monitor Internal Finances

Lohr was in need of a partner who could improve their internal financial processes and take over day-to-day tasks so the owners could focus on growing their business.

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IT Services Provider Partners with Outsourced Accounting Firm for Financial Security and Peace of Mind
IT Services Provider Partners with Outsourced Accounting Firm for Financial Security and Peace of Mind

Polleo was using another outsourced accounting provider, but the partnership was clearly not beneficial to Polleo. Polleo’s income and expenses did not match up with the budgets monthly, and Polleo had no clear sense of whether they were meeting their projections.

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Emergency Animal Hospital Needs Partner to Maintain Financial Records With Precision and Accuracy
Emergency Animal Hospital Needs Partner to Maintain Financial Records With Precision and Accuracy

CVESC needed timely information that was understandable and reconciled to the practice management system on a monthly basis.

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Enterprising Construction Services Provider Needed a Foundation for Growth with Foster Results
Enterprising Construction Services Provider Needed a Foundation for Growth with Foster Results

Chimney & Masonry Outfitters had ambitious plans for growth, and they wanted to position themselves financially in the best possible way that would make those aspirations a reality. But they needed someone who could tell them how to get there.

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