CASE STUDY
Case Study: Small Business Bookkeeping & Financial Strategy
Client: (Small Business | New Jersey)
Challenge:
This service-based business operated for two years without proper expense tracking, missed significant tax deductions, and lacked accounting software. Although profitable, the owners had no clarity on cash flow, profitable service lines, or how to leverage their revenue for future planning.
Our Solution:
Emmanuel Consulting Agency provided small business consulting and personalized bookkeeping support.
We:
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Implemented cost-effective accounting software tailored to their business size and budget
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Cleaned up two years of financial records and organized receipts
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Educated the client on tracking expenses, maximizing deductions, and understanding financial reports
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Helped the owners transition from distributions to structured salaries, allowing for retirement savings, Medicare contributions, and long-term tax benefits
Results:
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Full financial visibility for better decision-making
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Lowered monthly overhead with strategic cost-cutting
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Owners on payroll with long-term financial planning in place
