Case Study 1
About
This client came to The Summa Collective feeling uncertain about her financials. She knew something wasn’t adding up but couldn’t pinpoint the problem. What she needed most was clarity, accuracy, and someone to help her understand the story behind her numbers.
Business Goals
Gain clarity around financial reporting
Understand where her money was actually going
Reduce stress around taxes and eliminate guesswork
Ensure compliance and accuracy in her bookkeeping
Our Strategy
We kicked things off with a thorough diagnostic review of her books. From there, we built a plan to get her fully organized and operating with clean, compliant data.
Here’s what we did:
Conducted a full financial review to identify discrepancies and overreporting
Corrected inaccurate entries that were causing inflated income and higher tax liabilities
Transitioned her to monthly bookkeeping to ensure all financial activity was consistently tracked and properly reported
The Transformation
Once we cleaned up her data and set up better systems, the change was immediate, and powerful.
She saved thousands of dollars in tax payments by accurately reporting her income
She even received a tax refund for overpayments caused by prior bookkeeping errors
She now has accurate financials, confidence in her numbers, and peace of mind
What felt overwhelming and unclear is now a well-oiled, strategic financial system that supports her goals, not slows them down.
The Results
✅ Thousands saved in overpaid taxes
✅ Full tax compliance and accurate reporting
✅ Financial clarity and confidence
✅ A stress-free, streamlined bookkeeping process
