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Case Studies
The Power of Wraparound Support
The Challenge:
A new client came to us looking for Studio Designer training shortly after launching her own business. It quickly became clear that her overwhelm and uncertainty were also due to a lack of confidence in managing the financial side of her business. She was raising two young kids, trying to stay afloat, and often told us, “I’m just not good with money.”
Case Study 1
The Power of Wraparound Support
Our Approach:
We started with hands-on Studio Designer training to help her gain confidence with the software, then cleaned up her bookkeeping. We closed out invoices and proposals, brought her records up to date, and walked her through how to read and interpret her new financial reports, focusing on what mattered most for her business goals.
The Impact:
With our help, this client streamlined her processes, stopped missing invoices, and began charging what her work was worth. By year two, she had hired two employees, felt confident reviewing her finances each month, and took home a profit in the mid-six figures.
Case Study 2
Achieving Growth through
Centralized Financials
The Challenge:
A well-established and respected firm approached us when their patchwork of platforms created a financial headache. They were managing project data in Studio Designer and bookkeeping in QuickBooks, but there was no integration. This had resulted in a scattered financial picture, unclear cash flow, and limited visibility into how their projects were actually performing.
Our Approach:
We helped migrate their full bookkeeping system into Studio Designer, allowing them to centralize financials in one purpose-built platform. From there, we worked closely with their team to create new workflows, improve reporting, and teach them how to read the numbers in context.
The Impact:
With one source of truth, the team was able to hone in on profitability metrics, track project performance more accurately, and forecast sales with confidence. With this momentum, they launched a retail line and are opening a storefront. By streamlining systems and strengthening understanding, they were able to
shift from operating reactively to growing strategically.
Case Study 3
Establishing Processes for
Expanded Capabilities
The Challenge:
An established firm with 25 employees, known for stunning ground-up build projects, was ready to take on in-house furniture procurement. While profitable and creatively strong, they lacked internal processes and had no roadmap for quoting, billing, or client communication around purchasing. We already supported them with bookkeeping in QuickBooks, and they engaged us to help build out their new procurement department.
Our Approach:
We first trained their team on procurement best practices, from quoting, invoicing, and markup strategy to client-facing language and warehouse coordination. We then guided sales tax compliance and started filing returns in four states. We also helped them select and implement Houzz Pro as their procurement platform, synced it to their accounting software, and trained their team to use it effectively. When their project load outpaced their in-house capacity, they began outsourcing surplus procurement execution to our team.
The Impact:
By building a profitable, scalable procurement model from day one, our client avoided costly missteps, elevated their billing strategy, and gained the confidence to lead procurement-driven projects nationwide. With our team embedded across back-office operations, they now have a 360-degree view and function with maximum efficiency.
Trusted Expertise
Our clients often come to us overwhelmed from juggling too much, unsure what’s working, and looking for a partner they can trust. You may know the feeling. We offer the expertise and industry knowledge needed to get things back on track and help keep them there.
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