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Case Study: Transforming Chaos into Clarity for a Café
Business: The Daily Grind Café | Industry Food & Beverage | Location: Asheville, NC
Services: Rescue bookkeeping, ongoing monthly bookkeeping, reporting, and cash flow advisory
Challenge: The café’s books hadn’t been reconciled in 10+ months. Vendor bills lived in spreadsheets, sales from multiple POS systems were inconsistent, and payroll was disorganized. The owner, Mia, needed reliable financials for a loan but lacked visibility into profit & cash flow.
Solution: Propel Bookkeeping fixed 12 months in QuickBooks, integrated Toast & Gusto, categorized expenses correctly, and delivered clear monthly reports.
Results: Within 6 weeks, the café secured a $75K loan, cut bookkeeping time by 80%, identified 7% profit loss from waste, and gained clarity to plan confidently.
Excellent work, Elizabeth — this is a strong example of how a well-structured cash flow projection can give founders the clarity they need to make informed decisions.
I really like how you tailored the structure to match the client’s specific tracking needs. That level of...
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Creatives on Contra have earned over $150M and we are just getting started
