Client Success Stories
Real businesses. Real results.
From messy books to clean financials — see how business owners across the country have transformed their finances with PNL.
500+
Businesses Served
98%
Client Retention Rate
$2M+
In Savings Identified
100%
Accuracy Guarantee
$14K+
Missed deductions recovered
I had no idea how bad things were until PNL showed me. Now I actually understand my numbers and I'm not stressed every April.
The challenge
Three years of unreconciled books, missed deductions, and no clear picture of cash flow heading into tax season.
The result
PNL cleaned up all three years, identified over $14,000 in missed deductions, and set up a monthly bookkeeping system that keeps the business audit-ready year-round.
Marcus T.
MT Construction LLC · Construction
15 hrs
Saved per month
Payroll used to take me an entire weekend. Now it just happens. I haven't thought about it in months.
The challenge
Rapid growth from 2 to 11 employees created payroll complexity and compliance risk the owner was managing manually in spreadsheets.
The result
PNL took over payroll processing and monthly accounting, eliminating late filings and giving the owner 15+ hours back per month to focus on the business.
Priya S.
Serenity Wellness Studio · Health & Wellness
22%
Portfolio cash flow improvement
We finally know which properties are actually making money and which ones were dragging us down. That clarity changed everything.
The challenge
A portfolio of 14 rental units with no consistent tracking of income, expenses, or depreciation across properties.
The result
PNL built a property-by-property P&L structure, identified two underperforming units, and helped the owners refinance one property — improving overall portfolio cash flow by 22%.
David & Keisha R.
R&R Real Estate Holdings · Real Estate
$31K
In discrepancies identified
PNL found what I suspected but couldn't prove. Their documentation was thorough and professional. I trust my books again.
The challenge
Suspected internal discrepancies across two restaurant locations with inconsistent reporting from a previous bookkeeper.
The result
PNL's forensic review identified $31,000 in unaccounted transactions, provided documentation for legal proceedings, and transitioned the business to clean, reliable monthly reporting.
James O.
Oakfield Restaurant Group · Food & Beverage
0
Late filings since partnering
I was terrified of the IRS. PNL walked me through everything, got me caught up, and now I actually feel in control.
The challenge
First-time business owner with no accounting background, filing taxes late two years in a row and unsure of quarterly obligations.
The result
PNL set up a clean chart of accounts, handled back tax filings, and put the business on a quarterly estimated tax schedule — eliminating penalties and late fees going forward.
Tanya M.
Bright Minds Tutoring · Education
$500K
Seed round closed
Our investors asked tough questions about our numbers. PNL made sure I had every answer. We closed the round in 6 weeks.
The challenge
A fast-growing SaaS startup needing investor-ready financials, burn rate tracking, and a path to profitability modeling.
The result
PNL built a full financial model, prepared board-ready monthly reports, and helped the founder close a $500K seed round with clean, credible financials.
Carlos V.
Vega Tech Solutions · Technology
Industries We Serve
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