Customer Case Studies

Elevating Financial Oversight for an Electrical Contracting Company

Posted in: Construction & Trades, Customer Case Studies

Our client, an expert in construction and contract work, was operating on QuickBooks Desktop — a legacy system that limited financial visibility, made remote collaboration difficult, and offered no easy way to track job costs and labor by project. As the business grew, the owners needed real-time insight into their financials and a scalable system […]

Resolving Multi-State Trust Account Audits for a Full-Service Law Firm

Posted in: Customer Case Studies, Professional Services

Our client, a law firm with offices in New Jersey, Pennsylvania, and Florida, was struggling to manage Trust and IOLTA accounts in compliance with each state’s distinct regulatory requirements. The firm had been audited by the State of New Jersey, and a review of their books revealed multiple years of errors and incorrect entries that […]

Modernizing Financial Operations for a Family-Owned Restaurant Business

Posted in: Customer Case Studies, Retail & Consumer Services

Our client came to us over 10 years ago relying on an aging bookkeeper and an aging tax accountant, with most bookkeeping tasks handled manually and little oversight or financial visibility. Restaurants face especially strict requirements around recording revenue, tip allocation, and sales tax, and none of the business’s existing systems were built to handle […]

Supporting a Dental Practice From Single Office to Successful Private Equity Exit

Posted in: Customer Case Studies, Healthcare

Our client came to us nearly 10 years ago as a single-office dental practice, initially engaging Capri Bookkeeping Solutions for day-to-day bookkeeping — paying bills and recording financial transactions. As the practice grew and added office locations, the bookkeeping needs grew far more complex. The owners needed per-location financial visibility to understand revenue and performance […]