Another Client Success Story
How PVG made sense of a business’s important records.
I had a small business owner reach out to me one day out of the blue and just laid it all out. They were so grateful their business survived COVID, yet burned out after a year and a half of staying above water financially (both business and personal), had saved every single receipt, and were just beginning to come out the other side.
The administrative disarray was overwhelming for them; they had it all tucked away in a Rubbermaid container in their dining room. A giant box of receipts, folders, envelopes, random documents… and dread.
When I finally got my hands on it, I chuckled a little. Okay…. maybe I was just a little giddy. I got to make sense of this paperwork: sort it, label it, put it in binders, folders, and designated filing containers. Best of all: spreadsheets!
But most importantly I knew I was working toward getting this amazing team some relief. This box was a dark cloud that was shoved under their dining room table. Out of sight, but rarely truly out of mind. Their kids did their homework around it and the owners dreaded going into that room because it was always there.
But I knew that this box had so many answers they urgently needed for their business:
“What do we do at tax time?”
“What’s even in that box?”
“Did we even make a profit?”
“Is the business healthy today?”
By the time I got to the bottom of the box, I could say without a doubt they did a great job at… let’s call it “retaining records” … all the records. Every. Single. Record. Relevant records? Not always. But certainly retained.
I broke the pile all down by month, sorted business from personal receipts, marked which accounts were used, which ones were home office expenses, the personal tax documents, business expense receipts, vehicle records, etc.
Then the spreadsheets were born. Those are true works of art, if I may say so myself.
Jokes aside, it was so rewarding to be able to help a business owner who had been through so much. Handing over the final product was awesome – they didn’t expect to receive a reusable format for the following year, and all the extra touches I threw in.
I know they don’t feel their stomach drop anymore when they walk into their dining room and see the box sitting there. Homework at the table is less stressful without the elephant in the room and they can be more present with their kids now.
They have another project I’m getting ready to take on for them, and I know that it’s another chance to provide them with beautifully organized documents, but more importantly peace of mind. The ability to sleep a little sounder tonight knowing they have fewer unknowns in their business and in their dining room.
Do you have a box of documents hidden somewhere in your home office? If so, PVG can help.
Reach out and let’s get you that same relief we got these amazing business owners today.