The Challenge
A body shop generating approximately $60,000 monthly had disorganized finances, handwritten records, poor inventory controls, and annual reported profits below $15,000. The owner wanted to purchase his own business property but lacked the organized financial documentation to do it.
What We Discovered
- Years of handwritten records meant the business could not demonstrate its true financial position to a lender.
- Inventory and expenses were not tracked systematically, and invoicing was entirely manual.
Our Approach
- Assessed the business's operations.
- Coordinated historical bookkeeping reconstruction.
- Established inventory and expense tracking.
- Implemented automated invoicing and payment processes.
- Identified direct insurance business opportunities.
The Results
- Financial records reconstructed.
- Substantial business asset equity identified despite relatively low reported profits.
- Improved financial visibility for the owner.
- Better inventory and billing systems.
- Successful purchase of an operating property.
- New opportunities for direct insurance-related repair work.
The Business Impact
Over an engagement of approximately nine months, the shop went from handwritten records to documented finances strong enough to support the purchase of its own property — with new insurance-related revenue opportunities ahead.
Facing a similar challenge?
Every engagement begins with a conversation about what's actually happening inside your organization.
