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Case Study

Recent Work - Accounting

Project Information


Healthcare/Medical Sector Company

Service Provided

Accounting / Bookkeeping

This US client was a boutique consultancy firm that delivers fractional CFO support to pre-revenue life science companies.

Our point of contact was a CFO, with over 30 years in corporate finance and accounting leadership roles in Europe and the United States, including 15 years in life sciences and is a highly regarded business financial advisor.


Our first step is always to understand the requirement, discussing SOW and then move ahead. After the client approached us with their documents, a thorough research was carried out and below were the findings:-

Accounts were unprepared and had a lot of backlog
Unstructured Accounting Process
Unstructured Accounting Documentation
Lack of accuracy, quality and timeliness in accounting
Lack of standard processes and templates for recording business activities


We believe it is difficult for anyone to make decisions until they have faith in our resources' skill set, quality of service, professionalism of our dealings, communication procedure, and so on. So, to assist the client in obtaining all of this, we provide them with a FREE no-obligation trial period. To this client we provided a 3 month trial period, for implementation of all the solutions.

Our solutions were provided as follows:

Passing of new accounting entries
Deleting certain previous year accounting entries
Restructuring Financial Statements and Chart of Accounts
Preparation and Compliance as per US GAAP.

All the solutions were presented to the client and they accepted it with great satisfaction. Post approval, these solutions were implemented successfully and within the timeline. After the trial ended, the client went ahead with our service for another 2 years, and is still continuing.

software used

Quick Book