Case Study: Westland CPA, MI plumbing contractor
Client Background
One of our valued clients in Westland is a thriving plumbing contractor, boasting a team of three skilled plumbers. The demand for their services had reached a level where they needed to streamline their existing accounting and bookkeeping processes further and they asked us for help. They also needed us for tax preparation (they file Form 1120S) and tax planning. As a area Westland CPA, we continue to support them and other small businesses in the area.
Our Approach
Tailored Accounting Solutions
Recognizing the client’s evolving needs, we expanded our role from weekly payroll processing and end-of-year accounting and tax preparation services to provide comprehensive accounting support. As a area Westland CPA, all of our Westland business clients enjoy tailored accounting, bookkeeping and tax services.
Seamless Transition to QuickBooks Online
We facilitated the transition from QuickBooks Desktop to QuickBooks Online, offering the client the flexibility to choose which aspects of QuickBooks they manage and which they delegate to us.
Efficient Auto Bill Pay
While the client opted to continue writing checks themselves, we assisted them in transitioning to automated bill pay wherever feasible, optimizing their financial operations.
Streamlined Invoicing
We began generating invoices for long-term projects on their behalf, allowing them to focus on shorter job invoices written by hand.
Receipt Management
Schultz & Associates, CPA meticulously managed incoming funds, ensuring a seamless flow of recorded finances.
Bank Reconciliation
Our team performed monthly bank reconciliations, maintaining the accuracy and integrity of their financial records.
Timely Financial Reporting
We delivered timely monthly financial reports, empowering the client to review their financial progress and make informed decisions.
A Lasting Partnership with the Area Westland CPA
While the client’s fees increased marginally, their revenue experienced a significant upswing. Our seasoned accountants efficiently managed the accounting process, freeing up the client’s time to add an additional 2-5 service calls per week, thereby increasing their income.
At Schultz and Associates, CPA, PLC, we understand the intricate financial landscape that businesses face, especially when they’re so close in proximity. We are your trusted business accounting partner in Westland and beyond, and are here to ensure your financial success, regardless of the challenges that arise. Contact our seasoned professionals today to learn more about how we can support your business’s unique accounting needs with tailored solutions.