Our Portfolio

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Pivoting a mechanic’s outlook

Challenge: Mechanic-owner struggled with greasy, unreadable paperwork while balancing repairs and admin tasks.

Solution: Pittroe partnered with his wife for office support and introduced cloud accounting, cutting admin time by 30% and simplifying Pennsylvania’s monthly sales tax filing.
- Training: QuickBooks training and SOPs empowered the shop team to focus on customer service.
- Specialty Shift: Identified an opportunity in classic car restoration, a rare service in the area. Adjusted marketing and reconfigured the garage to attract these high-value projects alongside general repairs.
Results: Improved cash flow through high-value projects, leveraging the shop’s tri-state location to reach a wider client base.
Future Goals: Plan to purchase property, transitioning from leasing to ownership, with financial groundwork nearly complete.

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Improving a Client’s outlook and debt management

Challenge: Client faced major tax debt due to self-filing and an unsuitable business structure, missing valuable deductions and with no proper bookkeeping in place.

Solution:

Transitioned business to an S-Corp, allowing for a salary setup and better tax deductions.
Re-did bookkeeping and previous tax filings using accounting software, resulting in tax savings.
Introduced client to a debt management professional, who reduced his repayment period from 15 to under 5 years, saving approximately $70k in interest.

Additional Support: Incorporated HR consulting into the budget, establishing policies on benefits and assisting in hiring a new assistant.

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Assited with an IRS Audit

Challenge: Client faced major tax debt due to self-filing and an unsuitable business structure, missing valuable deductions and with no proper bookkeeping in place.

Solution:

- Transitioned business to an S-Corp, allowing for a salary setup and better tax deductions.
- Re-did bookkeeping and previous tax filings using accounting software, resulting in tax savings.
- Introduced client to a debt management professional, who reduced his repayment period from 15 to under 5 years, saving approximately $70k in interest.

Additional Support: Incorporated HR consulting into the budget, establishing policies on benefits and assisting in hiring a new assistant.

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Helping Automate Lead Generation for Advertising Barter

Challenge: Manual lead generation for advertising in a neighborhood magazine and a second magazine through barter, involving tedious Instagram searches to identify potential clients.
Solution:
- Automated lead scraping and profile comparisons to streamline the process, checking mutual follows and identifying any missed connections.
- Provided direct links to relevant profiles, significantly reducing search time.
Outcome: Boosted productivity by 50%, ensuring a steady lead flow and sparking the concept for a potential SaaS product.

Edit Content

Pivoting a mechanic’s outlook

Challenge: Mechanic-owner struggled with greasy, unreadable paperwork while balancing repairs and admin tasks.

Solution: Pittroe partnered with his wife for office support and introduced cloud accounting, cutting admin time by 30% and simplifying Pennsylvania’s monthly sales tax filing.
- Training: QuickBooks training and SOPs empowered the shop team to focus on customer service.
- Specialty Shift: Identified an opportunity in classic car restoration, a rare service in the area. Adjusted marketing and reconfigured the garage to attract these high-value projects alongside general repairs.
Results: Improved cash flow through high-value projects, leveraging the shop’s tri-state location to reach a wider client base.
Future Goals: Plan to purchase property, transitioning from leasing to ownership, with financial groundwork nearly complete.

Edit Content

Improving a Client’s outlook and debt management

Challenge: Client faced major tax debt due to self-filing and an unsuitable business structure, missing valuable deductions and with no proper bookkeeping in place.

Solution:

Transitioned business to an S-Corp, allowing for a salary setup and better tax deductions.
Re-did bookkeeping and previous tax filings using accounting software, resulting in tax savings.
Introduced client to a debt management professional, who reduced his repayment period from 15 to under 5 years, saving approximately $70k in interest.

Additional Support: Incorporated HR consulting into the budget, establishing policies on benefits and assisting in hiring a new assistant.

Edit Content

Assited with an IRS Audit

Challenge: Client faced major tax debt due to self-filing and an unsuitable business structure, missing valuable deductions and with no proper bookkeeping in place.

Solution:

- Transitioned business to an S-Corp, allowing for a salary setup and better tax deductions.
- Re-did bookkeeping and previous tax filings using accounting software, resulting in tax savings.
- Introduced client to a debt management professional, who reduced his repayment period from 15 to under 5 years, saving approximately $70k in interest.

Additional Support: Incorporated HR consulting into the budget, establishing policies on benefits and assisting in hiring a new assistant.

Edit Content

Helping Automate Lead Generation for Advertising Barter

Challenge: Manual lead generation for advertising in a neighborhood magazine and a second magazine through barter, involving tedious Instagram searches to identify potential clients.
Solution:
- Automated lead scraping and profile comparisons to streamline the process, checking mutual follows and identifying any missed connections.
- Provided direct links to relevant profiles, significantly reducing search time.
Outcome: Boosted productivity by 50%, ensuring a steady lead flow and sparking the concept for a potential SaaS product.

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Support for Multi-passionate Entrepreneur

Challenge: Managing diverse roles as founder of a women’s networking group, a non-profit supporting domestic abuse survivors, and a realtor helping clients with housing needs—all requiring streamlined operations.

Solution: Assisted with growing the networking organization by hosting a luncheon and serving on the Advisory Board to develop growth strategies.
Established a tech stack and SOPs, covering:
- Task management
- Social media planning with an “evergreen” content queue
- Social media templates and newsletter setup with supporting software
- Analyzed event schedules to avoid conflicts with other local women’s networking groups.
Outcome: Enhanced organizational efficiency and growth, allowing the client to focus more on her core missions.

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Flexible Payment Plans for Clients with Cash Flow Issues

Challenge: Clients facing cash flow challenges needed support without added financial strain.
Solution: Offered flexible payment plans, ensuring clients received necessary services while managing financial pressures.
Outcome: Reinforced Pittroe’s “people over profits” philosophy, fostering trust and support for clients committed to open communication.

White-labeled Products for Client Empowerment

Challenge: Some clients needed financial management tools but weren’t ready for full-scale accounting software.
Solution: Created value-added resources, including:
- Small business bookkeeping tracker in Google Sheets
- Business/financial plan template in Canva
Outcome: Empowered clients with tools to manage their finances independently, adding practical value and flexibility.

This Page Is a Collection of Our Work

Case Study

Strategic CFO Services for the Radiate Confidence Masterclass

I recently had the pleasure of collaborating with life coach Jackie Capatolla to create her new online course, the Radiate Confidence Masterclass. This 90-minute virtual workshop guides participants through Jackie’s proven 3-step method for rediscovering their inner glow.My role in bringing this masterclass to life covered several key areas, reflecting the strategic CFO services Pittroe Business Services offers:

Financial Planning and Strategy

I worked with Jackie to ensure the masterclass was not only impactful but also financially viable. This included pricing strategy and budget planning for marketing and technology needs.

Website Development

I created a tailored webpage for the masterclass under Jackie’s existing WordPress site. This included setting up seamless integration with PayPal for registration payments and the creation of the Header Image. The financial strategy ensured that the setup costs were within budget while maximizing revenue potential.

Email Sequences

To promote the masterclass, I wrote a 3-part email sequence that resonated with Jackie’s brand voice. These emails generated excitement and drove registrations. Financial insights were applied to predict and track the ROI from email marketing campaigns.

Advertising

To get the word out, we leveraged her Facebook Group and listed the masterclass on Eventbrite. These platforms spotlighted the masterclass and highlighted participant benefits. Strategic planning ensured that advertising spend was allocated effectively to maximize reach and engagement.

Technology Management

On the day of the live workshop, I provided technical assistance to ensure everything ran smoothly on Zoom. I also recorded the session for transcription. These are currently in development for an exciting course she’s creating! Efficient technology management helped minimize costs while ensuring a high-quality experience.

System Migration

The third-party system Jackie used for mail was outdated and didn’t support her growing follower base. She only uses email blasts for events like this. It made no sense for her to pay for lack of features when I knew of a free system that would integrate well with her WordPress Website. It was easy to migrate her current list, improving operational efficiency and reducing costs.

Radiate Confidence Masterclass Website Development and Promotion

Case Study: Strategic CFO Services for the Radiate Confidence Masterclass

My role in bringing this masterclass to life covered several key areas, reflecting the strategic CFO services Pittroe Business Services offers:

Financial Planning and Strategy I worked with Jackie to ensure the masterclass was not only impactful but also financially viable. This included pricing strategy and budget planning for marketing and technology needs.

Website Development I created a tailored webpage for the masterclass under Jackie’s existing WordPress site. This included setting up seamless integration with PayPal for registration payments and the creation of the Header Image. The financial strategy ensured that the setup costs were within budget while maximizing revenue potential.

Email Sequences To promote the masterclass, I wrote a 3-part email sequence that resonated with Jackie’s brand voice. These emails generated excitement and drove registrations. Financial insights were applied to predict and track the ROI from email marketing campaigns.

Advertising To get the word out, we leveraged her Facebook Group and listed the masterclass on Eventbrite. These platforms spotlighted the masterclass and highlighted participant benefits. Strategic planning ensured that advertising spend was allocated effectively to maximize reach and engagement.

Technology Management On the day of the live workshop, I provided technical assistance to ensure everything ran smoothly on Zoom. I also recorded the session for transcription. These are currently in development for an exciting course she’s creating! Efficient technology management helped minimize costs while ensuring a high-quality experience.

System Migration The third-party system Jackie used for mail was outdated and didn’t support her growing follower base. She only uses email blasts for events like this. It made no sense for her to pay for lack of features when I knew of a free system that would integrate well with her WordPress Website. It was easy to migrate her current list, improving operational efficiency and reducing costs.

It was an honor to support Jackie in bringing her vision to life with this masterclass. By handling the technical and promotional aspects, she could focus on delivering an incredible experience. The sold-out workshop will soon be available on-demand, continuing to empower women worldwide.

Live Links:

Relaunch: Ignite your most confident, vibrant self in just 90 days.

Relaunch Glam Holiday Party

Streamlined Workflow for a Mechanic's Shop

Tackling Tax Debt & Transforming a Business

We helped a client overcome tax debt by restructuring their business, fixing filing errors, and reducing their repayment plan for a stronger financial future.

Assisting an HVAC Company Through an IRS Audit

We guided an HVAC business through an IRS audit by organizing their financials and simplifying manual processes, reducing stress so they could stay focused on serving their customers.

Bartering for Advertising While Helping a Business Grow

We helped an advertising barter business automate their lead generation, increasing productivity by 50%. Even though it was a barter arrangement, our goal remained the same—helping small businesses grow through effective financial solutions.

Strategic CFO Services for a Virtual Masterclass

We helped a client bring her Virtual Masterclass to life through strategic planning, seamless tech integration, and targeted marketing—leading to a sold-out event now available on-demand!

Edit Content

Pivoting a mechanic’s outlook

Challenge: Mechanic-owner struggled with greasy, unreadable paperwork while balancing repairs and admin tasks.

Solution: Pittroe partnered with his wife for office support and introduced cloud accounting, cutting admin time by 30% and simplifying Pennsylvania’s monthly sales tax filing.
- Training: QuickBooks training and SOPs empowered the shop team to focus on customer service.
- Specialty Shift: Identified an opportunity in classic car restoration, a rare service in the area. Adjusted marketing and reconfigured the garage to attract these high-value projects alongside general repairs.
Results: Improved cash flow through high-value projects, leveraging the shop’s tri-state location to reach a wider client base.
Future Goals: Plan to purchase property, transitioning from leasing to ownership, with financial groundwork nearly complete.

Edit Content

Improving a Client’s outlook and debt management

Challenge: Client faced major tax debt due to self-filing and an unsuitable business structure, missing valuable deductions and with no proper bookkeeping in place.

Solution:

Transitioned business to an S-Corp, allowing for a salary setup and better tax deductions.
Re-did bookkeeping and previous tax filings using accounting software, resulting in tax savings.
Introduced client to a debt management professional, who reduced his repayment period from 15 to under 5 years, saving approximately $70k in interest.

Additional Support: Incorporated HR consulting into the budget, establishing policies on benefits and assisting in hiring a new assistant.

Edit Content

Assited with an IRS Audit

Challenge: Client faced major tax debt due to self-filing and an unsuitable business structure, missing valuable deductions and with no proper bookkeeping in place.

Solution:

- Transitioned business to an S-Corp, allowing for a salary setup and better tax deductions.
- Re-did bookkeeping and previous tax filings using accounting software, resulting in tax savings.
- Introduced client to a debt management professional, who reduced his repayment period from 15 to under 5 years, saving approximately $70k in interest.

Additional Support: Incorporated HR consulting into the budget, establishing policies on benefits and assisting in hiring a new assistant.

Edit Content

Helping Automate Lead Generation for Advertising Barter

Challenge: Manual lead generation for advertising in a neighborhood magazine and a second magazine through barter, involving tedious Instagram searches to identify potential clients.
Solution:
- Automated lead scraping and profile comparisons to streamline the process, checking mutual follows and identifying any missed connections.
- Provided direct links to relevant profiles, significantly reducing search time.
Outcome: Boosted productivity by 50%, ensuring a steady lead flow and sparking the concept for a potential SaaS product.

Our Portfolio

Pivoting a mechanic’s outlook

Improving a Client’s outlook and debt management

Assited with an IRS Audit

Helping Automate Lead Generation for Advertising Barter

Pivoting a mechanic’s outlook

Improving a Client’s outlook and debt management

Assited with an IRS Audit

Helping Automate Lead Generation for Advertising Barter

Support for Multi-passionate Entrepreneur

Flexible Payment Plans for Clients with Cash Flow Issues

White-labeled Products for Client Empowerment