Meet Isaiah, owner of an auto detailing company in Mesa. His business was growing fast, but his financial records weren’t keeping up. He tracked everything in a spreadsheet and scanned receipts into a folder on his phone—but had no idea where his money was actually going.
Here’s how we helped Isaiah get his numbers under control:
Set up a cloud-based bookkeeping system
We implemented QuickBooks Online, linked his bank and payment platforms, and customized his chart of accounts for detailing services and supply costs.
Created job-level profitability tracking
Isaiah now knows the exact margin on each detailing package, which clients bring repeat revenue, and how seasonal fluctuations impact profits.
Automated receipt capture
Using a secure mobile app, Isaiah now snaps a photo of each receipt—and it's automatically categorized and saved.
Found $6,720 in missed expenses from the prior year
From mileage logs to cleaning supplies and business use of his garage, we helped him properly claim expenses he had overlooked—reducing his tax bill by over 25%.
Set up a monthly reporting rhythm
We meet with Isaiah every month to review trends, adjust projections, and talk strategy—not just bookkeeping.
The result?
More control. More savings. And more time to focus on growing the business.
“I used to avoid anything related to numbers. Now I’m on top of my finances—and I actually look forward to checking my reports.”
— Isaiah M., Mesa Business Owner