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Case Studies

Case Studies

Hospitality

1

Overview

The Client, a Restaurant Management Company with 5+ restaurants and two under-development came to OptimalBooks looking to Partner with a firm that could design, implement, and maintain a scalable accounting platform that would allow them to add one or more restaurants each year.

OptimalBooks completed the design and implementation within three months with historical catchup and cleanup for 2015-2017 completed within a total of six months. 

2

Deal Highlight

Worked directly with Owners, CFO, Restaurant General Managers, and Vendors.

3

Staffing

Team Leader with Three Full-Time Team Members.

4

Scope of Work

- General Bookkeeping and Accounting
- Cash Management
- Custom Management Reporting
- Executive Management
- Historical Catchup & Cleanup 

Real Estate

1

Overview

The Client, an RV and Mobile Home Park Investor came to OptimalBooks looking to Partner with a firm that could take over the bookkeeping and accounting function of his business so that his Property Manager could focus on managing his properties, ensuring that his communities were well taken care of, and his residents were happy.

2

Deal Highlight

OptimalBooks managed the transition and began maintaining their books within one month, working hand in hand with their Property Manager.

3

Staffing

Team Leader

4

Scope of Work

- General Bookkeeping and Accounting
- Reporting
- Historical Catchup & Cleanup

Property Management

1

Overview

The Client, a Short-Term Vacation Rental Company based out of California came to OptimalBooks looking to Partner with a firm that could design, implement, and maintain a scalable accounting platform that would allow them to seamlessly manage 50 + properties.

OptimalBooks completed the design and implementation within four months with historical catchup and cleanup completed within one month.

2

Deal Highlight

Developed Business Process Maps that allowed their Property Management Team to visualize their end-to-end business process and identify key stakeholders to ensure a seamless stay for their guests.

3

Staffing

Team Leader

4

Scope of Work

- General Bookkeeping and Accounting
- Administrative (AirBnB, Contract Review, etc.)
- Cash Management
- Separate P&Ls and Balance Sheets by Property
- Owner Contribution/Draw Reporting
- Lender Reporting
- Executive Management
- Historical Catchup & Cleanup 

Contact

Location

Rochester, NY

Phone:

585-455-8638

E-mail:

Spencer.Ogden@OptimalBooks.com