Success Stories

When Laura M. acquired the Texas-based Consolidated P and S Inc. in June 2023, she inherited a company riddled with operational inefficiencies. With no prior experience in business management, Laura faced the daunting task of modernizing outdated systems and processes. The company relied heavily on manual, paper-based methods, including Excel for accounting, leading to errors, slowdowns, and a lack of financial visibility. 

• Technology Upgrade: Replacing outdated systems with QuickBooks, enabling real-time financial tracking, reporting, and operational management.

• Strategic Restructuring: Aligning the company's structure with best practices for scalability, legal compliance, and risk aversion
• Ongoing Support: Offering 24/7 assistance to address any challenges during the implementation phase.

• Process Optimization: Streamlining customer payment processes to accelerate cash flow and minimize administrative burdens. Implementing digital documents and email systems to reduce paper reliance and human error.

• Decrease in manual errors by 90%
• Reduction in payment processing times by 2 weeks, leading to accelerated cash flow cycle
• Improve operational efficiency, increasing FAMILY TIME by 2 - 4 hours PER DAY