Patty, We used to have an Accounts Receivables issue. Thank you & your crew for helping us clean up our AR. We are better able to see our open invoices and more aggressively work to collect old receivables. As you say, you helped us “clean up the noise” so we can stay focused on trying to collect the older balances and not letting the current invoices get too late.
Patty was critical in supporting me during a critical transition process of a $200 million dollar business into Graham Packaging. Patty helped put in place the financial tools we needed to help transition this acquisition into our company.
I contacted Patty in 2015 because I was struggling to understand my company’s numbers. When it came to cash flow, I was like the proverbial frog in a pot of boiling water. I didn’t perceive the dangerous place in which I was operating my business.
It was a little embarrassing to show Patty our numbers at first, but my company was in an uncomfortable place of growth and she was able to identify where we were overspending and underperforming.
Since she began working with us, we have grown from a $2.5M company to a $6.75M company in 2019. That growth enabled us to purchase and equip a $3M building, and land a spot on Inc. Magazine’s list of the 5,000 fastest growing privately-held companies. She’s instilled in me a calm confidence that I have the right information to make decisions for the company.
Patty is a financial “wizard” and I highly recommend her if you want to learn more about how your company operates by the numbers. She can help you successfully navigate big changes or growth, and if you’re seeking to mature your business and make it more profitable through efficiencies, you need Patty.
Patty, your entire presentation was really spot on. What an excellent session you led! Our group really learned a great deal and you sparked some healthy debate about hiring and outsourcing.
Patty was a very reliable, proactive and financially savvy person. She can bring out the best in people and provide creative solutions to issues.
Patty was brought into our organization as an interim CFO. She has filled a gap in our accounting/finance area extremely well and has proven capable of helping us to think at a higher, strategic level.
Over the years, we’ve worked with several bookkeeping firms who knew how to put information into QuickBooks but not how to process it. We needed to have our processes cleaned up and organized for auditors and for running the business of a 501c3 arts organization. Clear and concise information, reported regularly, is critical for the board to make rational, informed decisions.
Working with TurboExecs has been an absolutely phenomenal experience. They saved us money, have gotten us into compliance, cleaned up our QuickBooks, and continue to provide us all the monthly financial statements and specialized reporting we need to make important decisions.
There’s much more ease and clarity with our money now. If you’re a business owner or non-profit organization that wants to have more control over what’s going on in your business, work with TurboExecs. They’ll always look out for your best interests (like saving you money!) and they bring honesty, transparency, great communication, and high-level thought processes to the work.
We’re a specialty contractor that does 13MM in revenue per year. Our company had outgrown our ability to manage our finances on our own and we knew we needed support. We had an office assistant who had stolen tens of thousands of dollars and a bookkeeper who was only concerned with balancing the books for taxes.
I was looking for someone with a hands-on approach who was focused on profitability, not just taxes. We found that person in Patty. In the last twelve months, she has put in place critical checks and balances and processes that have taken a ton of work off my plate so I can focus on higher leverage tasks (rather than being inundated with busywork). I have a clear picture of the business’ finances at all times with our budget and a 13-week rolling forecast.
Patty is the most professional contractor I’ve ever worked with. She’s a great communicator, does what she says she’ll do, has a lot of integrity, and is great at what she does.