Case Studies of Work Completed

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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.

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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.