Case Study: Why Place Your Bookkeeping in the Hands of an Efficient Team?
Bookkeeping is the heart of your business. It’s more than just numbers—it’s about understanding how much cash you have, what your profit is, and how much of that earned money is benefitting you as the owner.
At SMG Business Services, we’ve encountered many clients who were drawn to inexpensive bookkeeping, only to realize it came at the cost of not knowing their profit. One such client is Joanna Segoviano, the owner of Viano Décor Home Staging, a business she’s been running for seven years.
Joanna’s story is a testament to the difference that efficient, proactive bookkeeping can make. Her previous accountant offered services at a lower price, but the consequences were clear—she wasn’t receiving timely financial reports, couldn’t access the information when she needed it, and had no idea what her profit margin was.
When Joanna transitioned to our bookkeeping services, she saw a complete turnaround. She now feels confident in accessing her financial reports and fully understands her profit margin.
Reflecting on her experience, Joanna shares:
“It took me a couple of weeks to really understand that if you want premium services, you must pay a premium price. If you want cheap services, you’re going to get cheap results. I had to change my mindset and see that investing in bookkeeping is investing in my financial health. It’s already paid off because I can make financial decisions with confidence.”
For example, Joanna recently attended the Las Vegas Market to meet her furniture vendors and place large orders. Thanks to our services, she felt prepared:
“Before I left, I opened my QuickBooks, looked at my numbers, and assessed my cash flow. I knew exactly what I could afford. Before, I would’ve purchased on hope, using my credit card. Now, I can make big decisions with certainty.”
Joanna’s business is growing, and so are her assets. She recently purchased a building, a process she credits SMG for helping her navigate:
“When I decided to buy this building, I was transitioning to SMG. Your staff helped me put together the balance sheet, Profit and Loss report, and all the necessary information. I’m forever grateful because if it weren’t for those documents, I wouldn’t have qualified for the loan.”
Joanna exemplifies what it means to be a proactive business owner. She consults experts, stays informed, and values her investments. Most importantly, she’s learned to distance herself from focusing solely on the cash in her bank account and instead has become adept at reading and understanding her financial reports.
If you want a team that can give you answers and clarity about where your earnings are, SMG Business Services is ready to serve you.
.png)
Our Services
SMG Business Services offers a full range of solutions to help businesses get the best out of their finances. With services ranging from bookkeeping and consulting, to tax services and our Bookkeeping Boot Camp, they provide the support and expertise needed to keep your business thriving! We also provide additional services such as the Profit First cash flow management method and coaching. Best of all, our team offers all of these services in English and Spanish!
Tax Services
SMG Business Services is the perfect tax solution for all your personal and business tax needs! We offer comprehensive services that include personal and business tax returns, GUARANTEED On Time Filing, IRS E-file in all 50 states, and more. We go the extra mile to ensure your business is running efficiently and maximizing profits.
Bookkeeping Essentials
SMG Business Services is your one-stop shop for bookkeeping services including monthly accounts reconciliations, management of payroll and imports into accounting software, and even provide online "virtual" business review and coaching. Let us help you take your business to the next level.
