Bookkeeping Case Study – B2B Wholesale Manufacturing & Distribution Organization



A B2B wholesale manufacturing and distribution organization. Established for 4 years and looking to expand their geographic market across North America.


There was a single business owner with a great idea, a great vision and no lack of determination to make his business succeed. The challenge was that he had no support staff and was filling all of the roles of the company. During business hours he was the Sales and Marketing Manager, Manager of Business Development and Shipping and Distribution Manager. In the evenings he would become the Quality Control Manager and the bookkeeper. All of these roles and responsibilities were taking their toll and he not only was starting to make mistakes, but his burnout point was fast approaching.


Our initial engagement with this client was to only provide him with back office support. He still would complete the majority of the bookkeeping entries, and would have us prepare his bank reconciliations, HST returns and Payroll remittances. Although this alleviated some of the load from him, he still found that he was working every evening and weekend and the growth was not happening.


He outsourced the workload of the bookkeeping process to us and only retained the entry of his customer sales orders.


By no longer having to worry about the recordkeeping of his business, he was able to spend more time on his expansion plans across North America. Although we had taken a huge workload from his shoulders, we were able to implement efficiencies which resulted in our fee to be significantly less than he expected. As we were no longer fixing errors in the database, this also resulted in a decrease in his fees. As his growth plans are materializing he has now been able to hire a full time staff member to handle the office and the Shipping and Distribution of his products. The major result which cannot be measured is the change in the business owner himself. As he is now focusing only on what he loves to do in his business, and not the bookkeeping which he hated, he has more energy and passion than ever before.

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