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 at each site, not just across the business as a whole.
The Capri Bookkeeping Solution
We built out policies and procedures for standardized transaction recording across every office, working closely with each location’s office manager. This created reliable, location-by-location financial reporting alongside consolidated company-wide reporting — giving ownership the granular visibility needed to make smart decisions about hiring and expansion as they scaled toward nine locations. As the practice grew, so did outside interest: private equity-backed companies took notice and began pursuing an acquisition. That shift brought a new set of demands. We delivered weekly cash flow reporting, kept all accounting functions current in real time, and supported the owners through an extensive due diligence process — working directly with the prospective acquirer, the owners, and the client’s tax accountant to ensure every piece of financial data was accurate, timely, and positioned in our client’s best interest.
Results
- Scalable, per-location financial reporting supporting growth from 1 to 9 offices
- Real-time accounting accuracy sustained through a complex acquisition process
- Successful, accurate, and timely due diligence support across multiple stakeholders
- A life-changing acquisition exit for the ownership group
The Outcome
After a 10-year partnership, our client achieved a successful exit — one that provided financial freedom while allowing the owners to remain involved in the larger organization going forward. What began as basic bookkeeping grew into a decade-long advisory relationship built on trust. We’re proud to say we still speak with this client regularly; they’ve become friends as much as clients, and we’re proud to have played a part in their success.
