The $1,600 Discovery
"Sometimes the smallest details make the biggest difference..."
Last month, I was working with a client who runs a successful consulting business. As part of my white glove service, I was going through his daily transactions - line by line, receipt by receipt.Something caught my eye on his American Express statement. Three identical charges from American Airlines. Same flight. Same amount. Same date.
I picked up the phone. "Hey Mark, quick question - did you buy three tickets for the same flight last Tuesday?"
There was a pause. "Three tickets? No, just one. I was traveling solo to the Denver conference."
Twenty minutes later, Mark called me back. He'd spoken with American Express, and sure enough - it was a processing error. They had charged him three times for a single $800 ticket.
That "boring" bookkeeping work just saved him $1,600.
Here's the thing: Mark is brilliant at what he does. But when you're focused on running your business, these details slip through the cracks. That's exactly why I reconcile every account, match every transaction, and question anything that doesn't look right.
Because your money matters. Every dollar of it.
What "small details" might be costing your business? Let's find out together.
If you're interested in getting this kind of help for your business, reach out to me! I'd love to chat about how we can get your books cleaned up and keep your finances on track.
I bring 30 years of hands-on experience running childcare centers and managing bookkeeping systems. I have a heart for working with outside the box entrepreneurs who appreciate extra patience and clear organizational systems - because everyone deserves financial clarity, no matter how their brain works.