A small painting business in Austin, Texas was losing track of job-specific expenses, such as materials and labor, which made it impossible to calculate accurate project profitability. The owner often underestimated costs, leading to tight margins and occasional losses on larger jobs.

To resolve this, we set up an expense tracking system that categorized costs by project. We trained the owner to use a mobile app synced with their bookkeeping software, allowing them to track receipts and material purchases in real-time. We also conducted a financial review of their last six months to identify trends and areas for cost reduction.

With this system in place, the business quickly saw results. The owner gained visibility into which jobs were profitable and where costs were creeping up. Over time, they adjusted their pricing and purchasing strategies, increasing their profit margins by 15%. Today, the owner feels confident managing larger projects while maintaining control over costs.

A handyman business owner in Denver, Colorado was unsure which jobs were profitable due to poorly organized financial records. They mixed personal and business expenses and couldn’t reconcile accounts regularly. This left them unsure about cash flow and job performance.

We started by separating their personal and business transactions, setting up dedicated accounts for their business. Next, we implemented a simple bookkeeping system that tracked income and expenses by job. Monthly reconciliations ensured the records remained accurate and up-to-date.

With this new system, the owner could easily identify their most profitable services and focus on high-margin jobs. Clear financial reports helped them budget for upcoming expenses, and they stopped feeling overwhelmed by their finances. Within six months, they grew their income by focusing on profitable work and eliminating wasteful spending.