Archive for the
‘Case Study’ Category

Business Situation: The client is a fast-growing manufacturers’ representative firm that distributes parts and engineering services to the commercial and industrial plumbing and heating markets. Up until now, the company’s accounting and financial operations were handled solely by the company’s…

Mar 12, 2021

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Business Situation: The client is a global Fortune 500 manufacturing company that started a new business. The business was a start-up and small in comparison to the operations of the parent company. Therefore, it was not optimal that the parent…

Mar 12, 2021

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Business Situation: The client is a medical diagnostics organization located in Buffalo, NY. The client had one accountant employed who no longer had the skillset to support the growing needs of the organization. They knew they needed to replace the…

Mar 12, 2021

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On March 21, as lockdown orders went into effect as a result of COVID-19 and employees at a large Public Company were being sent home and told not to come into the office for the foreseeable future, the finance team…

Dec 17, 2020

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Business Situation: The client is a 501(c)(3) not for profit agency that specializes in creating opportunities to further the independence of people with intellectual and/or developmental disabilities. These services include, but are not limited to providing Speech Therapy, Occupational Therapy,…

Dec 18, 2019

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Problem When the new lease standard was announced, the client’s first inclination was to use Excel, a cheap and easy option. But early on it became clear that using spreadsheets to implement the new standard wasn’t feasible. The client began…

Sep 23, 2019

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Business Situation: The client is a private equity-owned portfolio company that manufactures signs and brand identity products for resellers throughout the eastern half of the United States. The company is primarily a “rollup” of independent manufacturing companies with separate finance…

Aug 27, 2019

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Business Situation: The client is a not for profit agency that specializes in providing critical and comprehensive services in a safe and child-friendly environment. The organization works with several professional partner agencies to help better serve the local region. With…

Jan 28, 2019

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Business Situation: The client is a global infrastructure development company based out of Kansas City, MO specializing in power, oil & gas, water, telecommunications, government, mining, data centers, smart cities, and banking and finance markets. The client is servicing a…

Jan 08, 2019

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Business Situation: The client is a U.S. public corporation that deals with manufacturing for commercial, industrial, aerospace and defense markets. The required implementation date for the new lease accounting standard (ASC 842) is rapidly approaching for all publicly traded companies…

Oct 18, 2018

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