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Case studies
Bookkeeping case studies: real small businesses, real numbers
How Steingard brought the books current for construction companies, a wellness studio, a wedding venue, a real estate agent and a business coach: what was wrong, what we did, and what changed, with the numbers. Clients are described, not named, at their request.
Case studies
Construction and glass company, San Jose, CA
Two years behind with IRS and EDD notices. All past years cleaned up in about two months, accounts cut from 10 to 3, biweekly payroll for six employees, and payroll not missed once since. Read the case study
Health and wellness studio, Chicago area, IL
Seven years behind with no usable records. Every year rebuilt from bank statements, every backlogged federal and state return filed, and the notices settled. Read the case study
Wedding venue and two related companies, Washington State
Behind on taxes with IRS and state letters. More than four years of books cleaned up across three companies, quarterlies on time, no penalties since, and still a client four years on. Read the case study
Real estate agent and rental property owner, Tennessee
$2M+ in revenue, properties mixed together in one QuickBooks file. A full year cleaned up in two months, books split by property across 10 bank accounts and 10 cards, and at least four properties bought since. Read the case study
Business coach with a California company, based in Europe
A messy year of books from a previous provider, needed audit-ready. The year redone in three months, personal and business separated, IRS quarterlies on time for 2.5 years. Read the case study
New remodeling contractor, California
Started with us when brand new. Books, payroll and EDD and IRS registration set up from day one; a year later every filing is on time and nothing has needed fixing. Read the case study
Have books in the same shape?
Most of these engagements started with a cleanup quoted after a diagnostic review, then moved to monthly bookkeeping at $199 to $999 a month. See pricing.