Case Study: Getting Ma & Pops' Finances in Order

1 hour ago

1 min read

Colorful frozen ice pops, representing Ma & Pops' island-inspired flavors

Where We Started

Like many food entrepreneurs balancing the day-to-day of running a business, Amanda needed help getting caught up and organized on the financial side — including back taxes — so she could focus on growing Ma & Pops with confidence.

What We Did

Provided financial coaching and advice tailored to the business's immediate needs
Helped get the business in good standing with the IRS, including addressing back taxes
Connected Amanda with a tax preparer and helped establish a more reliable bookkeeping process
Supported stronger financial planning and forecasting going forward

The Outcome

Amanda was consistent, communicative, and receptive throughout the engagement. Ma & Pops came away with a tax preparer in place, better financial planning and forecasting, and an established bookkeeping process — a solid financial foundation to keep building the business on.

The Local Mogul is King's Dream Business Consulting's blog, covering the people and small businesses building our local economies.

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Case Study: Getting Ma & Pops' Finances in Order

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