Fleming Accounting Solutions Case Studies

See how we’ve helped clients manage their payroll, accounting, and taxes more effectively and efficiently.

Case Study 6:

Lead Magnet Company: Refocusing the Founder on Growth

What we analyzed

Status quo (Founder-Managed Accounting): 

The founder of a fast-growing lead generation company was managing all billing, payment tracking, and collections personally – spending 5 to 7 hours each month on manual accounting tasks. Invoices were sometimes delayed, follow-ups inconsistent, and valuable leadership time was being spent on administrative work rather than strategic growth or client relationships. The business needed a reliable system to manage receivables without diverting the founder’s attention from expansion.

Strategic Accounting Support: 

We conducted a full review of the company’s billing and collections workflow to identify inefficiencies and automation opportunities. The recommended approach included:

Implementing a structured accounts receivable process with automated reminders and monthly reconciliation.
Assigning a dedicated accountant to manage invoicing, payment tracking, and client follow-ups.
Establishing monthly check-ins to review cash flow and collections trends thus eliminating the need for the founder’s daily oversight.
Delivering the service through a flexible, outsourced model requiring only a few hours per month, keeping costs low while maintaining consistency.

Outcome

After transitioning to the new accounting model:

The founder regained more than five hours per month to focus on sales, partnerships, and product development.
Invoicing and collections became timely and consistent, improving cash flow predictability.
The additional revenue generated from the founder’s reallocated time exceeded the cost of the outsourced services.
The company achieved greater financial stability without hiring additional staff.

Why it mattered:

By outsourcing routine financial management, the founder gained the time and clarity to focus on what drives growth, innovation, client success, and revenue generation. The result is a scalable support system that keeps financial operations running smoothly while empowering leadership to concentrate on expanding the business with confidence.

How Fleming Accounting Solutions approaches entity & tax strategy

Scenario modeling

We quantify tax impact, retirement options, payroll requirements, and cash-flow timing—then highlight trade-offs in plain English. 

Implement & maintain:

We don’t just recommend; we handle elections, payroll setup, retirement plan coordination, and quarterly tax planning. 

Iterate with growth:

As numbers change, we re-run scenarios so your structure fits your current reality—not last year’s. 

Disclosure: Results vary by state, income mix, deductions/credits, payroll levels, “reasonable compensation,” and retirement plan specifics. Figures shown are client-specific estimates and should not be relied upon as universal outcomes.

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