Case Study: Centralized Scheduling – From Manual Grind to Scalable Clarity

Discover how we helped a fast-growing client transform their manual scheduling process into a scalable, AI-powered solution. From reducing administrative burdens to improving workload balance, this case study highlights the journey to smarter, more efficient operations.

2025-11-18T09:11:23-05:00November 5, 2025|Categories: Business Advisory, Case Study, Professional and Technical|Tags: |

A Case Study: Client Boosts Customer Satisfaction & Revitalizes their Financial Reporting Process by Outsourcing the Accounting Function

Discover how a company transformed its unreliable financial processes through outsourced accounting, improving customer satisfaction and creating actionable reports.

2025-12-01T16:52:13-05:00October 3, 2024|Categories: Business Advisory, Case Study, Cloud Accounting, Consulting|Tags: |

Case Study: Client Seeks a More Efficient Invoicing Process

Discover how a company reduced its manual invoicing process from 5 days to 30 minutes, improving efficiency and gaining valuable data insights without a costly system overhaul.

2025-12-01T14:24:49-05:00September 26, 2024|Categories: Business Advisory, Case Study, Closely-held Businesses, Cloud Accounting, Consulting|Tags: |

Case Study: Nonprofit Foundation Maximizes Value and Time with Outsourced Controller Services

Learn how a nonprofit foundation achieved cost savings and efficiencies with outsourced controllership services.

2025-11-05T19:34:37-05:00August 12, 2024|Categories: Business Advisory, Case Study, Cloud Accounting, Consulting, Not-for-Profit|Tags: |

Case Study: Non-Profit Foundation Navigates Transition by Outsourcing the Controller Function

Learn how a non-profit foundation overcame a critical accounting gap by outsourcing its controller function, leading to financial stability and renewed board confidence.

2025-12-01T14:00:40-05:00June 11, 2024|Categories: Business Advisory, Case Study, Cloud Accounting, Consulting, Not-for-Profit|Tags: |

Case Study | Not-for-Profit Overcomes a Financial Hack and Comes Back Stronger

A small Virginia nonprofit thought they were doing all the right things in terms of cybersecurity, cyber insurance and safety. They found out the hard way that it wasn’t enough to avoid the damage from a hacker that knew how to manipulate their weak points.

2025-02-20T16:10:30-05:00November 24, 2021|Categories: Case Study, Cybersecurity, Not-for-Profit|Tags: , , |
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