What We've Done for Our Clients
Numbers and outcomes from businesses we've worked with.
Healthcare Staffing Agency Bleeding Cash for No Clear Reason
The Problem
A healthcare staffing agency was watching its cash drop quickly month after month and couldn't figure out why. The bank balance kept sliding, but the books didn't offer any explanation. The previous bookkeeper had never flagged a problem, so the owner was left guessing whether it was margins, timing, or something else entirely.
The uncertainty was the hardest part. Without a clear picture of where the money was going, the owner was making decisions in the dark and bracing for the balance to keep falling.
What We Did
We audited the books line by line to find where the cash was actually going. In the process, we uncovered that the company had been making double payments on a business loan for roughly a year, a duplicate the previous bookkeeper had never caught or reported.
We documented the error and reached out to the loan officer on the owner's behalf. We walked through the payment history and made the case for correcting the overpayments that had been quietly draining the account.
The Result
The lender agreed to let the company skip several months of payments and even issued a refund for the amount that had been overpaid. That money went straight back into the business.
The cash injection gave the owner real breathing room, and more importantly, an explanation. She finally understood where the money had gone and why the balance had been sliding for so long.
With clean books and a clear view of the cash position, she could plan around her real numbers. Knowing the balance was solid took a weight off and set the company up for healthier cash flow going forward.
Engineering Startup Growing Without a Financial Plan
The Problem
A brand-new engineering firm was doing under $100,000 in revenue but growing fast. The owner was winning work and adding to his plate, but he had no system for the finances and no framework for the decisions that kept piling up.
He had real questions and no way to answer them. When could he afford to bring someone on full time? When should he make payments on his loans? And what equipment financing actually made sense, the kind that would pay for itself by leading to more revenue?
What We Did
We got the finances under control and built the reporting he needed to see the business clearly. Then we worked alongside him as a fractional CFO on the bigger calls, hiring timing, loan paydown, and which equipment loans would generate a return.
To free up his time for the actual work and winning new business, VJD took over bill payment. That removed a recurring distraction and made sure nothing slipped through the cracks as the company scaled.
The Result
With the finances managed and a clear plan in place, the owner could make growth decisions with confidence instead of guessing.
He hired at the right moments, financed equipment that expanded what the firm could take on, and kept his loan payments manageable along the way.
The company now generates over $1.2 million in revenue with a handful of employees, and the growth is still continuing.
HVAC Contractor Running the Whole Show Solo
The Problem
An HVAC contractor was running a roughly $300,000 business with the owner doing everything himself, the work, the scheduling, and the books. He was busy and getting by, but he couldn't see where the money was actually going.
He wanted to grow, but he had no clear read on how much profit the business made month to month or year to year. Without that, every decision about expanding felt like a gamble.
What We Did
We got his books in order and built simple, clear reporting that showed exactly where the money was going and what the business was profiting each month and across the year.
We reviewed the numbers with him regularly so he understood what they meant for the business. Instead of working off instinct, he could finally see the path to growth in front of him.
The Result
For the first time, the owner could see his profit clearly and make decisions based on real numbers rather than gut feel.
With that visibility, he grew the business from $300,000 to $1 million in revenue and built a team of five employees.
The growth hasn't stopped. He now runs the company off his numbers instead of guesswork, and he's still expanding.
Physical Therapy Practice Scaling Toward Its Third Location
The Problem
A new physical therapy practice was growing steadily and needed its finances under control to keep up. The owner wanted to expand but didn't have the financial footing to do it safely.
Growth meant capital. Funding buildouts and new locations took financing, and the practice needed help securing those loans, along with a clear picture of what it could actually support.
What We Did
We got the finances organized and built the reporting the practice needed to track its performance as it grew. With clean books in place, the business could finally show lenders a clear, credible financial picture.
We worked with the owner to secure financing for capital and buildouts, putting together the documentation and projections lenders wanted and helping plan each expansion around the numbers.
The Result
The practice grew substantially, from $300,000 in revenue to $2 million.
With financing secured and a solid financial foundation underneath the business, the owner could expand with confidence instead of crossing fingers on every move.
The practice is now opening its third storefront, and the growth shows no sign of slowing down.
What Clients Say
Here's what clients share about working with us.
"Vin saved my business! No joke. When I started contracting Vin to handle my business' books in 2012 he clearly opened my eyes to the issues in our financial picture and helped create a budget and plan to become profitable. Money was coming in but I had no idea we were losing thousands of dollars per month. Things weren't as good as I thought at that time.
Finance is my least favorite thing about being self employed and running a business, and to be honest I still don't completely understand how to "do the books" right. But that's what Vin excels at and he does an excellent job for a very reasonable price. I trust his work 100% — and our accountant does too.
In business, saving money is just as important as making money, so having Vin reconcile our books quarterly saves my business over $2000 a year as opposed to having our accountant do it. We always have a clear picture of our financial situation and our accountant actually comments how easy he makes their job. Thanks Vin, I don't know where I'd be without you!"
Brian Gagliana
Greenlight Surf Supply
"I am at the end of my career but have had my own business for over a decade. Without any financial experience I was lost at how to keep track of my income and expenses to see when and where I was for each project and how much I would make, or in some cases lose.
Vin helped put together spreadsheets so I could easily track each project and gave great insight on how to budget for each project and the business overall. He handles all of my books now and the finance part of my business is not something I need to be concerned with. Everything is easy to see and I can communicate with him any time with very quick responses. I don't know how I did my job without someone like Vin as a part of the business."
Joe Handoga
Handoga Built Homes
"I can't emphasize enough how much Vin has helped me and my company. He's incredibly reliable and honest! I recommend him all the time because he has so much experience and can assist businesses of any size."
Julie Cardoso
Universal Ultrasound
"I'm a small business owner in New Jersey, and Vin has been a huge asset to me with the bookkeeping side. I even brought him on to do extra financial work for me as I grow my business. He always has my P/L done early in the month, is very easy to get in touch with, and my accountant has linked up with him and sent him many clients as well because he is so on it."
Shane Capone
Activate Physical Therapy
Fractional CFO & Bookkeeping
The Next Step:
Let's Talk About Your Business
Tell us about your business and what's on your plate. We'll listen, ask a few questions, and give you a clear picture of how we can help.