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Pivoting a mechanic’s outlook

  • A mechanic/ also owner would do the paperwork and would often lead the paperwork getting greasy and illegible
    • By having his wife help out in the office and Pittroe implementing  cloud accounting for a mechanic, this streamlined their invoicing process and reduced administrative time by 30% especially since sales tax would be owed in the state of Pennsylvania and filed on a monthly basis. 
    • The shop manager wasn’t that great with technology at first but after some training with QuickBooks and SOPs in place, they were able to focus more on their customers.
  • The shop would advertise as a general repair shop but specialty is in helping restore classic cars by sourcing the parts, pulling the motor, and replacing. After doing some research, there is no competition for this in the immediate area where most people who may be interested in these services would have to go to the city to do so. He’s able to pull in from the surrounding areas as he’s close to tri-state lines. With some subtle shifts in marketing, reconfiguring the lot and garage layouts, he’s able to bring in those bigger value jobs while still be able to support the general repairs. This also significantly improved cash flow management, which is a common pain point .
  • They have two sons. One is already helping out as the second set of hands in the shop. The other is in the armed forces and was looking to come home. We did a financial analysis and looked to see if it was possible for the second son to work in the shop or work elsewhere in the city full-time and helping out on weekends. He decided to re-enlist while we worked on the other goals, while we work on formulating plans for a legacy build. 
  • Future goals include purchasing a building/ land instead of leasing. The payment is already there (mostly), just have to do some sourcing and other research
Edit Content

Improving a Client’s outlook and debt management

After receiving a huge commission at the end of the fiscal year, and filing taxes on his own, the client was in some major tax debt. Not only that, he had the wrong structure for his business where he wasn’t able to take advantage of certain tax deductions. The first order of business was to change his business structure to an S-Corp giving him the ability for a salary and not as a sole proprietor. He filed his own taxes before Pittroe coming into the picture resulting in a huge tax bill who he reached out to a company that turned out to be terrible as they basically went MIA on him. After complaining to the BBB, he did get a refund. 
Not only that, him doing his own taxes he missed out on expenses as he didn’t have bookkeeping in place. We re-did the bookkeeping and taxes after setting up Accounting software resulting in some savings there. Meanwhile, he was stressing about the tax debt and said he would have an estimated $20k sitting in the bank if everything went as according to the plan. We had him meet with a debt management professional who helped put him on a plan that would save him approximately $70k in interest over the lifetime of the loans, reduce his length of time to pay from 15 years to under 5 with his plans of being more aggressive to maybe three. 
He also needed some HR consulting to worked it into the budget for some HR work to formalize concrete policies regarding benefits and finding a new assistant.

Edit Content

Assited with an IRS Audit

HVAC company hired the wrong tax company at first who butchered their tax returns which triggered a tax audit by the IRS for two years. There was no accounting software in place for the two years in question, it was started afterwards, no mileage tracking, or any other softwares. Everything was done manual and they do lots of work for home warranty companies which results in manual calculations, split payments from deductibles, non-covered parts, and payouts from the warranty companies. The paperwork was very confusing.
 Assisting with the audit resulted in doing the bank statement conversions, uploading, and categorizing transactions in QuickBooks, from the two year to current, going through all the paperwork and making mileage logs (each year had 2-3 banker boxes full!), and sorting through the payments. It was rather time consuming! 

Edit Content

Helping Automate Lead Generation for Advertising Barter

Deciding on an area I wanted to focus on some marketing efforts  as I joined the Chamber of Commerce soon after starting to advertise in a neighborhood magazine and bartered for advertising in a second magazine. The lead generation process was like finding a needle in a haystack.You had to do a search in Instagram for the industry and then find the profiles for profiles you hadn’t interacted with. This was rather time consuming for the searching. Automated some scraping, doing comparisons of whether they were following us or vice versa. Actually found a couple current contracts where neither was being followed online catching that aspect. From there, we had direct links to their profile saving time from searching. This resulted in improving productivity by 50% and a steady flow of leads and a potential SaaS product! 

Edit Content

Pivoting a mechanic’s outlook

  • A mechanic/ also owner would do the paperwork and would often lead the paperwork getting greasy and illegible
    • By having his wife help out in the office and Pittroe implementing  cloud accounting for a mechanic, this streamlined their invoicing process and reduced administrative time by 30% especially since sales tax would be owed in the state of Pennsylvania and filed on a monthly basis. 
    • The shop manager wasn’t that great with technology at first but after some training with QuickBooks and SOPs in place, they were able to focus more on their customers.
  • The shop would advertise as a general repair shop but specialty is in helping restore classic cars by sourcing the parts, pulling the motor, and replacing. After doing some research, there is no competition for this in the immediate area where most people who may be interested in these services would have to go to the city to do so. He’s able to pull in from the surrounding areas as he’s close to tri-state lines. With some subtle shifts in marketing, reconfiguring the lot and garage layouts, he’s able to bring in those bigger value jobs while still be able to support the general repairs. This also significantly improved cash flow management, which is a common pain point .
  • They have two sons. One is already helping out as the second set of hands in the shop. The other is in the armed forces and was looking to come home. We did a financial analysis and looked to see if it was possible for the second son to work in the shop or work elsewhere in the city full-time and helping out on weekends. He decided to re-enlist while we worked on the other goals, while we work on formulating plans for a legacy build. 
  • Future goals include purchasing a building/ land instead of leasing. The payment is already there (mostly), just have to do some sourcing and other research
Edit Content

Improving a Client’s outlook and debt management

After receiving a huge commission at the end of the fiscal year, and filing taxes on his own, the client was in some major tax debt. Not only that, he had the wrong structure for his business where he wasn’t able to take advantage of certain tax deductions. The first order of business was to change his business structure to an S-Corp giving him the ability for a salary and not as a sole proprietor. He filed his own taxes before Pittroe coming into the picture resulting in a huge tax bill who he reached out to a company that turned out to be terrible as they basically went MIA on him. After complaining to the BBB, he did get a refund. 
Not only that, him doing his own taxes he missed out on expenses as he didn’t have bookkeeping in place. We re-did the bookkeeping and taxes after setting up Accounting software resulting in some savings there. Meanwhile, he was stressing about the tax debt and said he would have an estimated $20k sitting in the bank if everything went as according to the plan. We had him meet with a debt management professional who helped put him on a plan that would save him approximately $70k in interest over the lifetime of the loans, reduce his length of time to pay from 15 years to under 5 with his plans of being more aggressive to maybe three. 
He also needed some HR consulting to worked it into the budget for some HR work to formalize concrete policies regarding benefits and finding a new assistant.

Edit Content

Assited with an IRS Audit

HVAC company hired the wrong tax company at first who butchered their tax returns which triggered a tax audit by the IRS for two years. There was no accounting software in place for the two years in question, it was started afterwards, no mileage tracking, or any other softwares. Everything was done manual and they do lots of work for home warranty companies which results in manual calculations, split payments from deductibles, non-covered parts, and payouts from the warranty companies. The paperwork was very confusing.
 Assisting with the audit resulted in doing the bank statement conversions, uploading, and categorizing transactions in QuickBooks, from the two year to current, going through all the paperwork and making mileage logs (each year had 2-3 banker boxes full!), and sorting through the payments. It was rather time consuming! 

Edit Content

Helping Automate Lead Generation for Advertising Barter

Deciding on an area I wanted to focus on some marketing efforts  as I joined the Chamber of Commerce soon after starting to advertise in a neighborhood magazine and bartered for advertising in a second magazine. The lead generation process was like finding a needle in a haystack.You had to do a search in Instagram for the industry and then find the profiles for profiles you hadn’t interacted with. This was rather time consuming for the searching. Automated some scraping, doing comparisons of whether they were following us or vice versa. Actually found a couple current contracts where neither was being followed online catching that aspect. From there, we had direct links to their profile saving time from searching. This resulted in improving productivity by 50% and a steady flow of leads and a potential SaaS product! 

Edit Content

Support for Multi-passionate Entrepreneur

Multiple things going on that all support one another. Founder of a women’s networking group, non-profit helping those get out of domestic abuse situations, and a realtor where she’s helped some of her ladies from the non-profit either save for a purchase or renting. She needed a few key things. It was mostly on the operational side as I was involved with the networking as well: Helped grow membership in the organization by hosting one of the luncheons Served on the Advisory Board for strategies to help it grow. There was no tech stack aside from the networking platform. Helped setup tech stack and SOPs for: Task Management Social Media Planning and an “Evergreen” Queue to where there was always content being posted. Development of “social media templates” Development of the newsletter and software to support it. Analysis of lunches to better coexist with the other women’s networking groups in the area as to not be in direct competition on the same days as other events

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Flexible Payment Plans for Clients with Cash Flow Issues

Pittroe provided flexible payment plans for clients experiencing cash flow challenges. This helped ensure clients received the financial support they needed without additional strain, highlighting Pittroe's "people over profits" approach. As long as the client is communicating and stands by their word, anything can be worked out.

White-labeled Products for Client Empowerment

Pittroe developed value-added resources like a small business bookkeeping tracker for Google Sheets and a business/financial plan template for Canva. These resources provide clients with practical tools to manage their finances independently, supporting those not ready for full-scale accounting software.

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

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.

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.

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Streamlined Workflow for a Mechanic's Shop

s (9)s (8)
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

  • A mechanic/ also owner would do the paperwork and would often lead the paperwork getting greasy and illegible
    • By having his wife help out in the office and Pittroe implementing  cloud accounting for a mechanic, this streamlined their invoicing process and reduced administrative time by 30% especially since sales tax would be owed in the state of Pennsylvania and filed on a monthly basis. 
    • The shop manager wasn’t that great with technology at first but after some training with QuickBooks and SOPs in place, they were able to focus more on their customers.
  • The shop would advertise as a general repair shop but specialty is in helping restore classic cars by sourcing the parts, pulling the motor, and replacing. After doing some research, there is no competition for this in the immediate area where most people who may be interested in these services would have to go to the city to do so. He’s able to pull in from the surrounding areas as he’s close to tri-state lines. With some subtle shifts in marketing, reconfiguring the lot and garage layouts, he’s able to bring in those bigger value jobs while still be able to support the general repairs. This also significantly improved cash flow management, which is a common pain point .
  • They have two sons. One is already helping out as the second set of hands in the shop. The other is in the armed forces and was looking to come home. We did a financial analysis and looked to see if it was possible for the second son to work in the shop or work elsewhere in the city full-time and helping out on weekends. He decided to re-enlist while we worked on the other goals, while we work on formulating plans for a legacy build. 
  • Future goals include purchasing a building/ land instead of leasing. The payment is already there (mostly), just have to do some sourcing and other research
Edit Content

Improving a Client’s outlook and debt management

After receiving a huge commission at the end of the fiscal year, and filing taxes on his own, the client was in some major tax debt. Not only that, he had the wrong structure for his business where he wasn’t able to take advantage of certain tax deductions. The first order of business was to change his business structure to an S-Corp giving him the ability for a salary and not as a sole proprietor. He filed his own taxes before Pittroe coming into the picture resulting in a huge tax bill who he reached out to a company that turned out to be terrible as they basically went MIA on him. After complaining to the BBB, he did get a refund. 
Not only that, him doing his own taxes he missed out on expenses as he didn’t have bookkeeping in place. We re-did the bookkeeping and taxes after setting up Accounting software resulting in some savings there. Meanwhile, he was stressing about the tax debt and said he would have an estimated $20k sitting in the bank if everything went as according to the plan. We had him meet with a debt management professional who helped put him on a plan that would save him approximately $70k in interest over the lifetime of the loans, reduce his length of time to pay from 15 years to under 5 with his plans of being more aggressive to maybe three. 
He also needed some HR consulting to worked it into the budget for some HR work to formalize concrete policies regarding benefits and finding a new assistant.

Edit Content

Assited with an IRS Audit

HVAC company hired the wrong tax company at first who butchered their tax returns which triggered a tax audit by the IRS for two years. There was no accounting software in place for the two years in question, it was started afterwards, no mileage tracking, or any other softwares. Everything was done manual and they do lots of work for home warranty companies which results in manual calculations, split payments from deductibles, non-covered parts, and payouts from the warranty companies. The paperwork was very confusing.
 Assisting with the audit resulted in doing the bank statement conversions, uploading, and categorizing transactions in QuickBooks, from the two year to current, going through all the paperwork and making mileage logs (each year had 2-3 banker boxes full!), and sorting through the payments. It was rather time consuming! 

Edit Content

Helping Automate Lead Generation for Advertising Barter

Deciding on an area I wanted to focus on some marketing efforts  as I joined the Chamber of Commerce soon after starting to advertise in a neighborhood magazine and bartered for advertising in a second magazine. The lead generation process was like finding a needle in a haystack.You had to do a search in Instagram for the industry and then find the profiles for profiles you hadn’t interacted with. This was rather time consuming for the searching. Automated some scraping, doing comparisons of whether they were following us or vice versa. Actually found a couple current contracts where neither was being followed online catching that aspect. From there, we had direct links to their profile saving time from searching. This resulted in improving productivity by 50% and a steady flow of leads and a potential SaaS product! 

Edit Content
"I thoroughly enjoyed working with Stephanie. She is a breath of fresh air, always upbeat, positive, energetic, and gives her best. She was a truly valuable asset to our team and honestly, I was heartbroken when I heard she had resigned in order to pursue a different opportunity. She is honest, dependable, and incredibly hardworking. She routinely volunteered to tackle assignments beyond the scope of her current role. Along with Stephanie’s undeniable talent, she has always been an absolute joy to work with. She is a true team player, and always fosters positive discussions, and brings the best out of other employees."
Kristopher Sens
Rivers Casino
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"Stephanie does very thorough bookkeeping with small businesses and I highly recommend her."

Shawn Wright Law Office of Shawn N. Wright
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"Stephanie has been a pleasure to work with! As a local business owner, I wear many hats and there never feels like there's enough time in the day. Pittroe Business Services have helped take a few of those hats off my head and is allowing me to grow the company's profits while improving customer relationships. Would highly recommend their services. "

Jordan Valdez BeLocal Pittsburgh
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Jackie Capatolla Jacqueline's House of Beauty

"I would highly recommend Stephanie Gillenkirk owner of Pittroe Business Services. Stephanie has many ways you can work with her from bookkeeping, website design, content creation , payroll, virtual assistant and so much more. I recently connected with Stephanie for her services. If you are looking to scale your business and free up time to focus on the things that serve you , so you can be fully engaged with your clients. Leave the behind the scenes work to Stephanie so you can work on what lights you up and the things that you do best. Reach out today."

Edit Content
Julie Cook Build In Motion

"Stephanie is well organized and knowledgeable within her space. Her services are impeccable and she walks you through each step of the process."

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Jamie Diaz

Jamie Diaz

“Stephanie is a resource wizard at pretty much anything you may need of her. She has helped me out so much already and I look forward to working with her more in the future.”

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"I thoroughly enjoyed working with Stephanie. She is a breath of fresh air, always upbeat, positive, energetic, and gives her best. She was a truly valuable asset to our team and honestly, I was heartbroken when I heard she had resigned in order to pursue a different opportunity. She is honest, dependable, and incredibly hardworking. She routinely volunteered to tackle assignments beyond the scope of her current role. Along with Stephanie’s undeniable talent, she has always been an absolute joy to work with. She is a true team player, and always fosters positive discussions, and brings the best out of other employees."
Kristopher Sens
Rivers Casino
Edit Content

"Stephanie does very thorough bookkeeping with small businesses and I highly recommend her."

Shawn Wright Law Office of Shawn N. Wright
Edit Content

"Stephanie has been a pleasure to work with! As a local business owner, I wear many hats and there never feels like there's enough time in the day. Pittroe Business Services have helped take a few of those hats off my head and is allowing me to grow the company's profits while improving customer relationships. Would highly recommend their services. "

Jordan Valdez BeLocal Pittsburgh
Edit Content
Jackie Capatolla Jacqueline's House of Beauty

"I would highly recommend Stephanie Gillenkirk owner of Pittroe Business Services. Stephanie has many ways you can work with her from bookkeeping, website design, content creation , payroll, virtual assistant and so much more. I recently connected with Stephanie for her services. If you are looking to scale your business and free up time to focus on the things that serve you , so you can be fully engaged with your clients. Leave the behind the scenes work to Stephanie so you can work on what lights you up and the things that you do best. Reach out today."

Edit Content
Julie Cook Build In Motion

"Stephanie is well organized and knowledgeable within her space. Her services are impeccable and she walks you through each step of the process."

Edit Content

Jamie Diaz

Made Sozo Counseling

“Stephanie is a resource wizard at pretty much anything you may need of her. She has helped me out so much already and I look forward to working with her more in the future.”

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