Finally, a Simple and Effective Bookkeeping Solution for Your Small Business

• Success
  • A New York City based construction company faced increasing challenges in managing its accounting responsibilities as the business grew. By partnering with Curucaye, the company gained the necessary accounting support and strategic financial guidance, enabling them to focus on core business operations while maintaining financial clarity.
    
    

• • Client: New York City based construction company.
  • Industry: Construction; City services.
  • Services: Accounting services, bookkeeping, financial strategy.
  • Software: QuickBooks Online, Clock Shark, Gusto.

• Background
  • As the company expanded, managing day-to-day financial operations became increasingly complex and time-consuming. The CEO, who had previously managed the finances, needed to delegate these responsibilities to focus on strategic growth. The company sought a reliable partner to provide comprehensive accounting services and support, ensuring that financial operations were well-managed and aligned with business goals.
• Goals
  • Alleviate the CEO's burden by offloading financial responsibilities.
  • Establish clear and accurate financial reporting for better decision-making.
  • Implement robust financial processes and controls to support ongoing business growth.
• Approach
  • Curucaye provided a dedicated accounting team, including a Controller and Bookkeeper, to take over the company's financial management. They focused on:
  • Strategic Financial Guidance: Working closely with the CEO to understand the company's financial objectives and develop & execute a plan to achieve them.
  • Comprehensive Bookkeeping: Managing all transactional activities, including payables, receivables, and payroll, using QuickBooks Online and other integrated tools like Clock Shark and Gusto.
  • Financial Reporting: Providing regular and accurate financial reports, to ensure the CEO has a clear view of the company’s financial health.
  • Process Implementation: Establishing and managing processes for time tracking, payroll, expense management, and compliance.
• Results
  • Increased Operational Efficiency: Cleaned up books from past years to enable with taxes, workers compensation, and even the local EZ-Pass system. Curucaye took on management of the day-to-day financial operations.
  • Enhanced Financial Clarity: Accurate financial reports enabled the company to have a clear understanding of its financial standing.
  • Scalable Financial Processes: The implementation of robust financial processes allowed the company to scale its operations without compromising on financial control or accuracy.

• Success
  • A rapidly growing Silicon Valley client, needed to streamline its financial operations and remove the burden of accounting tasks from its founders. The client gained the financial clarity and support it needed to scale its operations effectively.

• • The CEO expressed his delight with Curucaye’s services by saying “Curucaye has been amazing in staffing incredible talent for our financial operations.”

• • Client: Silicon Valley based technology firm.
  • Industry: Technology.
  • Services: Controller services, bookkeeping, financial strategy.
  • Software: QuickBooks Online; Dashlane, Deltek Vantagepoint, Expensify Dext, Coupa Supplier.

• Background
  • The client had been managing its financial operations in-house, but the increasing complexity of the business created challenges. The founder was overwhelmed by financial responsibilities, which hindered the company’s ability to focus on strategic growth. With a need for better financial oversight, the company turned to Curucaye for expert support.
• Goals
  • Offload financial responsibilities from the founder.
  • Establish robust financial operations to support business scaling.
  • Improve focus on profitability metrics and achieve financial targets.
• Approach

Curucaye assigned a dedicated senior accounting resource to take over controller services and work closely with internal staff and the CPA. The strategy focused on:

• Financial Reporting: Implementing regular reporting (P&L, Balance Sheet, Cash Flow) to provide a clear financial overview.
• Operational Efficiency: Managing payables, receivables, and payroll functions to ensure smooth financial operations.
• Strategic Financial Planning: Developing a plan to achieve 6 months of financial runway and holding senior management accountable to financial metrics.

• Results
  • Enhanced Financial Clarity: The client now has consistent and accurate financial reports, enabling better decision-making.
  • Reduced Founder’s Burden: By delegating financial tasks, the founder could concentrate on strategic growth initiatives.
  • Improved Profitability Focus: With clear financial goals and regular oversight, the client is better positioned for sustained growth.

• Success
  • The client, a growing event planning company based on the east coast, was facing challenges in managing multiple operational aspects of its business including accounting and administrative activities. Curucaye’s tailored support and processes have left the company in a stronger, more scalable position and helped them win a $50k competitive grant.

• • Client: East Coast Event Planning Company.
  • Industry: Event Planning.
  • Services: Accounting, Executive Assistant, leadership coaching.
  • Software: QuickBooks Online, Gusto, Microsoft Teams.

• Background
  • As the client grew, the business owner faced increasing pressure in managing daily financial responsibilities, process management, and team organization. Initially, the CEO managed most of the operations, but the growth of the business made this unmanageable. The company needed a reliable partner to provide financial and operational support while coaching the CEO to focus on strategic growth.
• Goals
  • Alleviate operational burdens by offloading daily financial and executive responsibilities.
  • Develop a leadership structure to empower the CEO to focus on strategy while delegating operational tasks.
  • Implement robust financial planning to support ongoing growth and profitability.
• Approach
  • Curucaye provided a comprehensive service package tailored to the clients' unique needs. This included a dedicated team to manage accounting, and administrative support functions while offering leadership guidance:
  • Strategic Financial Planning: Developed a forward-looking financial plan to manage cash flow, expenses, and growth objectives.
  • Comprehensive Bookkeeping: Handled daily accounting tasks such as payables, receivables, payroll, and tax preparation, all integrated with QuickBooks Online.
  • Process Implementation: Established streamlined processes for time tracking, payroll, expense management, and compliance to ensure efficiency.
• Results
  • Due to the significant improvement in the accuracy of their books the client was able to win a $50k competitive grant that they had applied for twice previously.
  • Operational Efficiency Increased: By automating financial and operational processes, the client experienced faster financial reporting and reduced administrative burdens.
  • Enhanced Leadership Structure: The CEO received direction on how to transition from handling day-to-day tasks to focusing on strategic growth.
  • Scalable Financial Processes: The implementation of solid financial planning and controls enabled the client to scale their business without compromising financial clarity or control.