GBB Client Testimonials
“Trusting them with my finances has been one of the best decisions I've made.”
See how our clients get better bookkeeping & improve their financial well-being.
A MESSAGE FROM THE FOUNDER
CASE STUDIES & TESTIMONIALS
When we say we provide better bookkeeping, we mean it. We have plenty of testimonials, real case studies and 5-star reviews where our clients have seen greater profits, cash flow and financial tracking as a result of working with us. But don’t take our word for it. Read the results for yourself and when you’ve read enough, give us a call. We’ll be happy to add you to the WINS section here!
Case Study #1
Custom Interiors Carpet One Floor & Home
- Construction
- Hutchinson, MN
Wins With Get Better Bookkeeping:
- They invested over $100,000 in acquiring a new business, joining the Carpet One cooperative, and relocating to a 10,000+ sq. ft. building. With our certified Profit First coaching, they recovered those expenses within a year!
- 2.4x growth in total sales since working with GBB
- Net profits doubled from 2023 to 2024
Wins With Get Better Bookkeeping:
- Their cash flow was steadily declining month after month following their opening, but through our work, they were able to break-even for six months in a row!
- We helped him make the financially successful jump from his full-time job to full-time in his business.
Wins With Get Better Bookkeeping:
- Sales increased 2.8x FASTER than overall expenses did from 2023 to 2024. This means he managed his expenses and finances effectively as he grew!
- Wanted to close down his business in 2021. By the end of 2024, his net profits grew 3.9x and total sales grew 1.7x.
- Because he persevered, he sold his business for a ridiculous offer and had the financial freedom to pursue a dream career as a commercial airline pilot.
Case Study #4
Press Room
- Screen Printing & Promotional Products
- Tulsa, OK
“The whole team @ GBB are fantastic! We used an online service prior to switching and the process has been awesome. We were “flying blind” prior to working with them and we now have insight into OUR BUSINESS (not anyone who thinks they know our biz) and we’re making data driven decisions in tandem with GBB. Thank you Alan & Karen 🙌🏼”
Wins With Get Better Bookkeeping:
- Reduced supplier debt from $35,000 to under $2,000 in 6 months
- Experienced their most profitable month since starting the business
- 1st half of the year? 16% net loss. 2nd half of the year (when they started with us)? 30% net profit. Boom shakalaka.
Case Study #5
Kingdom Chiropractic
- Medical
- Tulsa, OK
“I would highly recommend Harley with Get Better Bookkeeping. It is a real challenge to keep up with the finances for your business. He gives you updates on your financial situation every week and has a meeting once a month to give you updates and talk through your business trajectory: what is working and what might need to be tweaked.”
Wins With Get Better Bookkeeping:
- Increased net profits by 49% year-over-year
- Able to fund multiple trips for his team to Disney World
Wins With Get Better Bookkeeping:
- The breakthrough for Ashleigh was understanding her break-even analysis. It helped her see the specific sales needed to reach her desired salary from POM. By exploring scenarios like hiring employees or increasing pay, she gained clarity on the amount of work, clients, or team growth required to achieve her goals.
- Through help from GBB the client grew sales by 15% in 2024, but also grew profits by over 115%.
- Through implementing Profit First with GBB the client has been able to increase cash reserves by 300%, which is equivalent to 1 month's worth of total company costs!
Wins With Get Better Bookkeeping:
- Lowered Cost of Goods Sold (COGS) from 85% of sales to 59% of sales
- Doubled net profits, EVEN while their sales were lower than previous year
- Created Payment Schedule for larger, longer jobs to create cashflow stability in the company.
Case Study #8
Specialized Hoisting & Hauling
- Heavy Equipment Rental & Transportation
- Tulsa, OK
“GBB has been a wonderful resource. This is the only Bookkeeping service that has ever worked for us with an added bonus of a “ mini CFO “!! We couldn’t be happier with this company. We are forever clients here!”
Wins With Get Better Bookkeeping:
- We helped them double their profitability on invoiced jobs year-over-year.
- We inspected their pricing to ensure margins are where they need to be for million dollar projects.
- Identified two separate fraud incidents before it could get much worse!
Case Study #9
Superior Pressure Washing
- Residential & Commercial Cleaning Services
- Olney, MD
“We’ve had a great experience with these guys. I’ve known Harley for a while. I’m very happy he’s out on his own. Got my books, looking nice and clean, letting me make business decisions based on numbers and not emotion.”
Wins With Get Better Bookkeeping:
- In 2024, the owner was able to pay himself the most that he ever has with his business.
- Since 2022, the owner has been financially able to hire great help around him, to the point where the business sometimes feels “too easy.”
Case Study #10
Quick Relief Plumbing
- Construction
- Kansas City, KS
Wins With Get Better Bookkeeping:
- Went from spreadsheets and zero faith in his numbers to accurate, up-to-date Quickbooks Online software and complete faith in his numbers.
- Helped Quick Relief cut their health insurance expenses in half by introducing him to one of our health insurance partners.
- Expenses grew by $12,000 in 2024 (from 2023), but sales grew by $110,000! He earned more sales without spending way more money in the operations!
Case Study #11
Cardinal Painting
- Construction
- Edmond, OK
“We have worked with Harley for several months and it has been amazing. He has had a great impact on our business. I might be worried about the books and after a meeting with him, I always feel better. He explains everything to ease my concerns…Get Better Bookkeeping has been the BEST decision we have made for our business. We look forward to many years of working with them.”
Wins With Get Better Bookkeeping:
- Improved net profitability by 6.5% from 2022 to 2023.
- They grew their total net profits by 60% from 2023 to 2024!
- Were able to pay themselves more than they ever had in 2024.
- Was close to shutting down doors in 2021. Three years later, they are selling their company for a fantastic deal they couldn’t refuse in 2024.
Case Study #12
Woodsmith Construction
- Construction
- Buckingham, PA
“The GBB team have done a phenomenal job at taking over the reigns of a very tedious, confusing and time consuming task. They have not only checked one more box off my list, they help me understand where all finances are being directed; allowing us to calibrate our business accordingly, moving forward.”
Wins With Get Better Bookkeeping:
- Improved their net profit margin by 5% year-over-year, resulting in $40,000 of additional profits in the business.
- Helped him make cost saving decisions with pricing and various overhead expenses. These moves helped lower his overhead-to-sales ratio from 38% to 27% year-over-year.
Wins With Get Better Bookkeeping:
- Went from a tough financial year in 2023, to a much healthier year in 2024!
- We helped him deal with multiple technical support issues with Quickbooks Online and his Service Titan CRM.
- Helped guide him through multiple hiring and gutsy business growth moves, as a trusted partner in his business.
Wins With Get Better Bookkeeping:
- Happily works with us to get managing Quickbooks Online off of the business owner’s busy shoulders!
- Improved their net profit margin by 5% year-over-year, resulting in $50,000 of additional profits in the business.
Wins With Get Better Bookkeeping:
- Clean up multiple years of bookkeeping and found them a better CPA to work with for tax advisory services.
- Increased net profits 40% year-over-year
Case Study #16
Maid to Please
- Construction
- Tulsa, OK
“Working with Harley has been a total breeze! My business partner and I were desperate to find someone to help us get our finances in order and to help us understand where we have been going wrong for so long… Harley and his team deliver answers to our expectations every step of the way. He is friendly, informed, and so easy to talk to. His team of professionals are top notch and are so pleasant to work with. We thoroughly enjoy Get Better Bookkeeping and we hope to stay with them for a long time. Our minds are finally at ease.”
Wins With Get Better Bookkeeping:
- Went from working with CPAs that made them feel dumb to a “friendly, informed, and so easy to talk to” team with Get Better Bookkeeping.
- Even though they had less sales in 2024 vs. 2023, they earned more profits and were able to pay themselves more!
Wins With Get Better Bookkeeping:
- Played a part in successfully purchasing the business in October 2023.
- In their first year of business, with our help, they improved their net profit margin by 4%.
- By running a monthly Break Even Analysis we were able to highlight the client was 5% away from Breaking Even. The client was able to increase pricing to account for this and not lose monthly on the business. This was a $60,000 annual difference to the business.
Wins With Get Better Bookkeeping:
- Through monthly reviews, we were able to help the client identify sales as the key issue affecting the success of their company.
- By this simple focus, the client had a huge turnaround in sales and is having their strongest end to a business year yet, in a time that is usually lower in sales!
- Sales during this period increased by almost 100% year over year. That's a $30,000 - $40,000 monthly increase.
Wins With Get Better Bookkeeping:
- Through the weekly financial reporting that we share with their team, the owner is able to confidently manage purchasing of new supplies and materials. Budgets can be upheld now!
- Even with a decrease in sales of 13.58% year-over-year, they maintained cash flow levels and improved net profitability.
Wins With Get Better Bookkeeping:
- We built out 2025 & 2026 financial projections to support investment proposals and vet the viability of a multi-million dollar production facility.
- Through timely, accurate bookkeeping and monthly checkins, we helped the Booch team pinpoint inefficiencies and gave them the confidence to make data-backed changes; improving pricing strategy, labor costs, product offerings, driving higher profitability, and building a more sustainable business model.
- Through industry experience and research we have been able to come alongside the Booch Team to help find solutions for better production management that will be rolled out in 2026!
Case Study #21
Generations Financial Management
- Financial Services
- Heath, TX
“Their team is incredibly knowledgeable, organized, and proactive in helping us streamline our financials. They’ve given us the clarity we need to make informed decisions, which has been instrumental in our growth. We truly feel like they’re invested in our success. If you’re looking for a bookkeeping partner who goes above and beyond, look no further. Highly recommend!” – Nathan Mateer, Owner
Wins With Get Better Bookkeeping:
- Purchased the firm with relatively no clear financial picture. With GBB, they love that we’ve “consistently delivered timely, accurate bookkeeping that gives us real-time insight into how we’re doing financially.”
- In their 1st year of owning the business, they’ve maintained consistent profit margins while growing sales by 10% year-over-year.
- Made their lives so much easier with their CPA!
Wins With Get Better Bookkeeping:
- Their previous accounting firm was behind by 2 years of bookkeeping data. We caught up on 1 ½ years of backlogged bookkeeping in just three months! TALK ABOUT FAST!
- Since purchasing the business in 2018, this is the first time that she’s ever had timely financials and reporting to us for running the business.
- As a result? She’s been able to reverse years of declining sales and profitability, and can afford a team of bakers so she can focus on running the business vs. the business RUNNING HER!
Case Study #23
Carabelle’s Legacy
- Nonprofit
- Tulsa, OK
“The whole team at GBB have been very responsive, they meet you where you’re at as a business (small and growing), and you can tell they have the knowledge to help you get on track and stay organized! I’ve worked with a few bookkeepers, but their team has truly been a joy to work with. Thank you!!”
Wins With Get Better Bookkeeping:
- Clarity & Confidence: The client has financial full clarity for the first time in the business. As a non-profit, it is important to accurately track grant funding and internal revenue. Every dollar is now separated and tracked accordingly to ensure integrity and peace of mind to donors and the internal team. This means the team no longer has to track this internally and can focus those resources on helping more people!
- The client was able to build reserves by over 100% in 2025 adding to greater stability in the business
Wins With Get Better Bookkeeping:
- She came to our business with 4 years of frustrations with her previous accounting teams. Now? She’s got reporting for each location and annual projections to clarify her focus.
- After our first financial review, we reported the current status of sales in that current month. So she went to the managers to push them for better results and sure enough, she improved sales by 26% based on knowing her numbers!
- Year-over-year, she was able to improve net profits by 33.51% between all three stores, even though sales were down by $21,000.
Wins With Get Better Bookkeeping:
- They were always behind with their previous bookkeeping team and couldn’t get financial reporting to their corporate franchise by the 7th of every month. Now? Everything is balanced and managed weekly, with ease. Thanks to us!
- For the 1st time in 15 years of running their business, they were able to have realistic financial projections from their accounting team (that’s us BTW).
- After a hard year in 2025, they were able to use their financial reporting from our team to bounce back with one of the best 4th quarters they’ve ever had in business.
Wins With Get Better Bookkeeping:
- Knowing your numbers helps give you direction! After years of trying to scale the business and “be like all the other successful roofers”, our monthly CFO review meetings helped him realize over time, that for his specific strengths and life goals, he needs the flexibility of a lifestyle business. No more comparison and stress! Just building a business that really suits his traveling lifestyle.
- We also told him to go hard on profitability. So what happened?
- He improved his net profitability by 12% year-over-year.
- AND, his sales grew by 41.25%!
- So when you know your strengths and have the FINANCIAL FACTS to give you reliable feedback, you can live the life you’ve always dreamed of.
Wins With Get Better Bookkeeping:
- When this non-profit started with us, we reconciled 8,700+ transactions and manually removed between 1,000–2,500 duplicates. Then we implemented a fully customized Chart of Accounts designed for the size and scope of their thriving ministry.
- By maintaining all three QBO accounts weekly, coding each donation type based on their CRM, and tracking every dollar across funds, we gave them a clear, compliant financial system. Now they have accurate books they can trust and the structure to scale their ministry with confidence.
Wins With Get Better Bookkeeping:
- Exceptional Bookkeeping Services – Organized, Accurate, and Proactive!
- We’ve had an incredible experience working with Get Better Bookkeeping. Their team is professional, highly knowledgeable, and truly lives up to their name. Harley, Alan & Karen completely transformed the way we manage our financials—bringing order, accuracy, and clarity to our books.
- From monthly reconciliations and expense tracking to QuickBooks integration and custom chart of accounts setup, everything has been smooth, detailed, and prompt. Their construction bookkeeping expertise has been especially helpful for our service-based business.
- They don’t just handle transactions—they offer strategic financial insights, which help us understand our numbers and make smarter business decisions. We now feel confident about our profitability, cash flow, and long-term planning.
- If you’re looking for reliable, responsive, and expert bookkeeping for small businesses, especially in contracting or construction, look no further than Get Better Bookkeeping. They are worth every penny and a true partner in our growth! - Cailyn Gault, Owner
Wins With Get Better Bookkeeping:
- Our team found a $74,000 discrepancy when we took over their books and fixed it! Finding this discrepancy saved them tens of thousands of dollars and tax liabilities.
- Within months of starting with us we were able to give the client a clear picture of inefficiencies in the company and implement new pricing and cash flow strategies to bring stability and growth.
- Through accurate up-to-date bookkeeping and conducting Breakeven Analysis. the client was finally able to have concrete monthly, weekly and daily targets sales targets they could trust.
Wins With Get Better Bookkeeping:
- Through clear cash flow and saving management strategies, we were able to help guide the client and help them create cash reserves over 1 month of total SALES in just over a year! This allowed the client to have “peace of mind” when experiencing client turnover and operational changes in 2025 and meant they could internally fund increased capabilities and capacity of the business, without the need for external financing!
- We helped the client work out how to financially afford growth of the business in a stable way. Confirming the right times to hire and financial implications on the business.
- The business grew by over 60% in 2025!
EVEN MORE CASE STUDIES & TESTIMONIALS
Case Study #31
Within the first 3 months, we helped a pharmaceutical consulting company find over $30k in missing A/R that was incorrectly reconciled by a previous accounting firm.
Case Study #32
A digital marketing company increased their net profit margin from 3.2% to 7.1% through understanding their numbers, religiously tracking it on a weekly basis and putting the pedal to the metal on business growth!
Case Study #33
We helped reveal to a restoration company in Kansas City what problems they had financially and they got back to very profitable months through our financial review meetings. Was less than 5% net profits so far that year, to over 20% net profits during the first three months with us
Case Study #34
Through the Profit First system, a fire suppression and safety company was able to consistently grow their profits, cut down on debts and be prepared for their tax bill. They grew their overall bank account balance by $60,000 in a seven month period.
Case Study #35
A local photographer/videographer came in for a consultation and shared some new packages he wanted to offer. After breaking down the costs with him in the meeting, we discussed that he would only make $15/hour! In that same meeting, we restructured his packages to make $30 to $45/hour!
Case Study #36
A popular cafe/coffee shop in Broken Arrow, Oklahoma, was slowly bleeding on cash flow funds. Through our digging into his expenses and recommendations on what he could do, he was able to decrease his COGS by 6.5% of sales. So even when he had his slowest month of the year, he still made money!
Case Study #37
Midway through 2024, a tile and flooring company we work with improved their sales by 40%, and we helped them increase profits 3x during that period.
Case Study #38
A glass and granite contractor told us things weren’t great, but WE showed him that he had multiple months of debts to vendors and net losses for the year. Within 2 months, they were current with all his vendors, and went from an 8% net loss to a 5% net profit. This is approximately a $42,000 annual swing in profitability. 💰💰
Case Study #39
We helped a screen printing and promotional marketing business improve their gross profit margin by 10% and net profit margin by 5% within six months of working with us.
Case Study #40
A restoration company from Colorado barely looked at their finances and didn’t know how to make clear decisions with the business. Through 2025 Forecasting reports and our Line-by-Line Expenses review, we were able to cut unnecessary expenses by 19%, decreasing $96,000 of annual expenses, and provide a pathway to increase sales from $500k to $1 million in 2025, and triple their net profits throughout that year! Now, as Shia LaBeouf would say, he’s gotta “JUST DO IT!!!!”
Case Study #41
We spotted a few red flags while working inside a locksmith’s books— we notified them immediately and it turned out to be over $10k in fraud! That’s what happens when the numbers are actually being watched.
Case Study #42
We helped an insulation company restructure their debt and cash flow strategy in a way that ultimately reduced their break-even by $20,000 a month. There is now a clear path forward for growth and cash flow strategy.
Case Study #43
Last year, a glass and granite company had to take out a $32k loan just to get through their slow season. After working with us this year, they only needed to take out a $5k loan!
Case Study #44
We made a change at the start of the year for a health and wellness company that resulted in their gross profit margin going from 50% to 67% and alleviated one of the biggest headaches the client has consistently had with their business for years (Sales Tax).
Case Study #45
We’re helping an auto glass repair company save at least 25% on their insurance by getting financials updated, and then referring him to one of our contacts! Additionally, the CPA we referred him to told him he’d owe half of his taxes vs. his previous CPA.
Case Study #46
We helped a swimming pool contractor in Arkansas discover that certain costs to the business were not accounted for in pricing, which ultimately led to over $390,000 of annual savings!
Case Study #47
We helped a home services company in Pennsylvania close on a debt-consolidation line of credit, cutting their monthly payments by $2,000+. Combined with a handful of other smart debt and cash moves we guided them through 2025, they reduced their monthly break-even by $10,000 from January 2025 to January 2026.
Case Study #48
We helped a property management company get clean Profit & Loss reporting in their accounting system—so they can compare rental income and expenses across properties in one place, without running the whole operation from a chaotic spreadsheet
Case Study #49
A new HVAC & plumbing startup brought us in to vet a potential partner—and we uncovered $500K+ in undisclosed debt and serious overhead problems. We ran breakeven scenarios, mapped payroll and runway, and helped them walk away before they got buried in someone else’s mess.
Case Study #50
A $1M specialty auto shop needed two years of books rebuilt in one month to qualify for a major loan for his business growth. We met the deadline and provided him with clean, accurate and lender-ready books!