Case Studies

SBA CPA would love to help your business thrive. 

At SBA CPA, we go beyond the basics of your accounting needs to truly understand your business. Our deep dive into your business can help produce results that increase your revenue and profitability.

Case Study: Single Trade Construction

Overview of Results:

Starting Annual Revenue: $300,000

Current Annual Revenue: $720,000

Starting Annual Profit: $0

Current Annual Profit: $92,000

Single trade construction accouting case study
SBA CPA's Process for Success:
  • Proactively collaborated with client to develop a profound and accurate understanding of the business that resulted in clearly defining the financial health concerns of the business that kept the business owner(s) up at night
  • This confidential collaboration took some of the burden off the shoulders of the business owner, while allowing SBA CPA to create focused and realistic ideas to improve the financial health of the business
  • Established a system of timely and accurate data collection and connected the data to the narrative discussed with the business owners
  • Established and maintained a comprehensive system of job costing for each construction project
  • Conducted proactive analysis of each job throughout the project stages for complete clarity of ongoing profitability
  • Provided proactive guidance on changes necessary to further enhance the profitability of the project and/or rescue a project that is losing money
  • Ongoing compliance assistance and advice

Case Study: Restaurant Industry

Overview of Results:

Starting Annual Revenue: $3.1 million

Current Annual Revenue: $7.6 million

Starting Annual Profit: $320,000

Current Annual Profit: $1.2 million

SBA CPA Restaurant industry accounting case study
SBA CPA's Process for Success:
  • Developed key understanding of the business via proactive and routine meetings with the business owner. This meeting established their need for financial health advice, and their real business concerns and challenges.
  • Set up a professional system of timely and accurate data collection in order to conceive new ideas for growth and profitability
  • Continued collaboration and dialogue with owner, armed with real facts
  • Identified true cost of sales by establishing and monitoring proper and timely processes and procedures (inventory control, inventory management, portion control and management, recipe streamlining)
  • Advised business owner to continually engage with vendors. Owner initiated a strategic policy of constant vendor engagement in the pricing process.
  • Helped identify waste in the labor category by segregating labor by department, identifying security concerns with time keeping, establishing proper and appropriate scheduling, and training management controls necessary to proactively manage labor cost
  • Developed growth strategies
  • The initial changes increased profits and made the company “bankable” – leading to growth

Case Study: Manufacturing

Overview of Results:

Starting Annual Revenue: $1.3 million

Current Annual Revenue: $3.2 million

Starting Annual Profit: $57,000

Current Annual Profit: $620,000

manufacturing_machine_metalsparks
SBA CPA's Process for Success:
  • Developed key understanding of the business via proactive and routine meetings with the business owner. This meeting established their need for financial health advice, and their real business concerns and challenges.
  • Set up a professional system of timely and accurate data collection in order to conceive new ideas for growth and profitability
  • Continued collaboration and dialogue with owner, armed with real facts
  • Identified true cost of sales by establishing and monitoring proper and timely processes and procedures (inventory control, inventory management, portion control and management, recipe streamlining)
  • Advised business owner to continually engage with vendors. Owner initiated a strategic policy of constant vendor engagement in the pricing process
  • Connected the data to the narrative discussed with the business owners
  • Helped identify and formulate a proper manufacturing cycle
  • Recommend, implement and maintain new quotation system targeted to improve quotation turn-around time and improve cash flow + profitability
  • Helped identify and design implementation of the ERP (Enterprise Resource Planning) manufacturing process and establish control of the manufacturing process within various manufacturing departments
  • Recommended, implemented and maintain cash collection processes designed to decrease average collection period
  • Utilize freed up cash to invest in various certifications and sales force further contributing to the growth of the company

Case Study: Oil/Gas

Overview of Results:

Starting Annual Revenue: $1.3 million

Current Annual Revenue: $4.6 million

Starting Annual Profit: $0

Current Annual Profit: $870K

pexels-oil well-162568
SBA CPA's Process for Success:
  • Conducted discovery meetings with client to develop a complete and accurate understanding of the business challenges the owner was facing
  • These confidential discovery meetings forced the owner to take a break from the every day tasks and think about the business from a larger strategic perspective
  • Created and implemented a new system of reliable data collection
  • Established and maintained appropriate chart of accounts and project costing mechanism
  • Segmented the data to capture and supply the most relevant data on the various departmental levels
  • Supplied the relevant and up-to-date data to each division department head to enable better and quicker decision-making processes. Consolidated the data for the leadership team to enable quick and timely visibility into the financial health of the organization.
  • Established and maintained a system of rolling financial and cash flow projections designed to keep management informed regarding short-term and long-term needs
Scroll to Top