Results

Clean books. Clear answers. Real outcomes.

Every business is different, but the problems we solve are familiar. These example engagements show how we typically approach them.

Last updated October 2026 · Reviewed by the AccuLedger Services team

Example engagement

Residential contractor

Industry: Construction & trades
Services: Bookkeeping · Fractional Controller
Region: Conejo Valley

The situation

Books more than a year behind, with jobs priced on gut feel and no idea which projects actually made money.

What we did

Reconciled every bank and credit card account back to the last clean month
Set up job costing by project in QuickBooks Online
Moved to accrual reporting with a monthly WIP schedule

The outcome

Current, lender-ready financial statements
Profitability visible by job and by crew
Pricing updated using real cost data

Example engagement

Multi-provider practice

Industry: Medical & dental
Services: Payroll · Tax Planning
Region: Westlake Village

The situation

Payroll handled in-house by an office manager, with recurring tax notices and owners surprised by their tax bills each April.

What we did

Moved payroll to a full-service process with on-time deposits and filings
Resolved outstanding payroll tax notices
Implemented quarterly tax projections and estimates

The outcome

Payroll time cut from a day to minutes per cycle
No surprise balances due at filing time
Retirement plan strategy reviewed annually

Example engagement

Online consumer brand

Industry: E-commerce & retail
Services: Fractional CFO
Region: Santa Clarita

The situation

Rapid growth, with cash tied up in inventory and a line of credit that wasn’t keeping pace.

What we did

Built a rolling 13-week cash flow forecast
Calculated contribution margin by product and channel
Prepared a lender package and covenant tracking

The outcome

Inventory purchases planned around cash
Low-margin products repriced or discontinued
A stronger, better-documented case with the bank

Example engagement

Consulting firm

Industry: Professional services
Services: Tax Preparation · Entity Planning
Region: Ventura County

The situation

A profitable single-member LLC paying self-employment tax on every dollar, with no tax planning during the year.

What we did

Modeled the S-corp election, including reasonable compensation and California franchise tax
Set up owner payroll and accountable plan reimbursements
Coordinated business and individual returns

The outcome

A clear, numbers-based entity decision
Payroll and estimates set up correctly from day one
One team handling books, payroll and returns

Example engagements are representative of our typical work. Client details are generalized to protect confidentiality, and individual results vary.

Client voices

Owners who finally trust their numbers.

Our books were eighteen months behind when we called AccuLedger. Within weeks everything was reconciled, and for the first time I actually understand my numbers.

OwnerResidential Construction · Thousand Oaks

Payroll used to eat a full day every two weeks. Now it just happens, correctly, and the tax filings are handled without me having to think about it.

Practice AdministratorDental Practice · Westlake Village

Having a fractional CFO changed how we plan. The 13-week cash forecast alone helped us negotiate a better credit line with our bank.

Co-FounderE-commerce Brand · Santa Clarita

What every client gets

The AccuLedger standard.

Reconciled, every month

Every bank, card and loan account tied out to statements.

ii.

Reviewed twice

A second-level review of every close before it reaches you.

iii.

Explained clearly

A plain-English summary of what changed and why it matters.

iv.

Answered quickly

Responses within one business day from someone who knows you.

Your business could be next.

Book a free, no-pressure consultation. We’ll review where things stand and send a fixed-fee proposal within two business days.

Book a consultation Call (818) 481-6189