When Dwight and Robyn hired Ignite Spot, their initial needs and expectations were met. But then, in time, they harvested benefits they didn’t even know were possible.

Right away, the books were more organized, and tax time was a breeze instead of a migraine. They were also suddenly NY-tax law compliant — without the fear of unknowingly overpaying the government.

In addition, Capstone Strategy is now paying less for invoicing work. They’re no longer sending invoices to a third party to handle but are autogenerating the bills and reports to the standards required. This move was thanks to Breanne “Bree” Jorgensen’s creative thinking. Bree is the McLeod’s dedicated Ignite Spot accountant. She set up an automatic invoicing system that allows for the complex needs of Dwight’s most complex, time-consuming transactions.

Together, the team also developed a system of COGS-matching within the correct month instead of cash-basis accounting. Now, they have a true, accurate, real-time sense of profitability. Further, the accountants are now tracking Capstone’s margins by job. The intelligence gives Dwight more current, data-backed negotiating power.

Perhaps most importantly, though, is that the addition of Ignite Spot instantly freed up Dwight and Robyn’s time. They now had hours to devote to strategizing.

In their very first meeting, Ryan Steck, Pelipost’s dedicated virtual CFO from Ignite Spot, found that Pelipost had overpaid tens of thousands of dollars in taxes from prior years.

As for Pelipost’s original challenges, Ryan and his team went to work.

First, he helped Joe formalize his processes so that transactions would automatically feed into accurate, high-level reports that could be trusted for spontaneous decision-making. For the first time, Joe could see where his company was spending and why, plus what to do differently if he wanted to continue scaling up sustainably.

Then, Ryan put together some projections that mapped different choices to their resultant outcomes, letting Joe choose the routes (and their upshots) that he wanted.

Right away, Korbyn Gallegos, CPA, the team’s Ignite Spot accountant, provided a plan of action for the business owners to execute. It was a list of to-do items that would put Kaka’ako Kasuals on the right track to obtain stability, establish a healthy cash flow, and, eventually, achieve their long-term goals.

“When you bring in a new partner, it creates somewhat of a fear factor,” recalls Dr. Lambert. “So, we worked through some of that. It's not a replacement; it's just a shift. Some employees’ responsibilities may be different now. Our Ignite Spot accountant was able to position that in a manner that made staff feel secure and also as a partner in the process.”

Diane says the early days of Ignite Spot’s partnership with BHCS were rough, but that’s only because her business had a lot of complexities to untangle.

“The first year was difficult,” she recalls. “Korbyn [BHCS’s Ignite Spot accountant] was great. He went through all of our books and figured out what made sense for us. It was a lot of work for them, and they just kept cleaning up all of it.”

She describes her new accountants’ work like her own: as a therapist, she diagnoses problems and applies appropriate treatments. And that’s what Korbyn did for BHCS.

“It was an entire year of problem-solving step by step with weekly meetings,” she says.

Both parties hung in. The duo is now a well-oiled, productive, proactive engine.

When John and Nicola met with Ignite Spot’s team, the accountants’ curiosity shone through. Proactive questions showed they cared. The more they connected, the more Nicola and John felt the team could apply their accounting expertise to Thomas Brooke International’s distinctive challenges and opportunities.

It’s one thing to see what’s possible — it’s another to have the time to make it happen. With their new visibility into finances, John and Nicola can now decide what to pursue, and what initiatives to sideline. Best of all, the work was done without their mental or physical energy, which means they now had the bandwidth to execute these new, exciting possibilities.