Client Success Stories
Jolly Lobster Interactive
Setting Up Financial Foundations​
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Challenge:
Jolly Lobster Interactive was in the early stages of forming their company and needed support navigating setup tasks, financial structure, and understanding day-to-day operations from a finance perspective.​
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Solution:
We supported the business through its formation process, providing practical guidance on setting up internal systems, addressing specific finance-related questions, and helping them feel in control from the start.​
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Outcome:
The team appreciated the responsiveness, clarity, and hands-on support. They highlighted the difference it made having a dedicated partner during the early days of setup, and described our work together as “instrumental in supporting our business.”
Independent Rug Designer
Simplified Financial Processes​
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Challenge:
An independent designer was feeling overwhelmed by his finances, unsure what he was spending or earning, and dreading anything financial.​
Solution:
We reviewed his bookkeeping system and restructured it to match how he actually runs his business, removing unnecessary complexity and giving him a simple, manageable process.​
Outcome:
He described the experience as “a breath of fresh air” and said for the first time, managing his finances felt easy and empowering.
Interior Design Studio
Project-Based Bookkeeping Setup​
Challenge:
A large interior design studio wanted better visibility into their project costs but found traditional bookkeeping too generic for their needs.​
Solution:
We set up a project-based system in Xero tailored to their workflow, tracking time, expenses, and client billing per project.​
Outcome:
After a single session, they were able to manage their project profitability with confidence and said it was “the best meeting I’ve ever had.”