🔍 Situation
Business sphere: Trading on marketplaces
Customer experience: 4 years
Request: Maintaining and restoring accounting records
Identified issues:
🔸 Incorrect reporting for 2024
🔸 Negative account balances
🔸 Errors in currency transactions
🔸 Requirements from the Tax Service
, Periodic account blocking
Lost a contract with a well-known company after an internal legal review for good faith.
⚠ ️ Major miscalculations
❌ Error 💬 Comment
No order at the beginning Reference books, income and expense items are not configured
Desire to save 2 private accountants + 3 outsourcing companies in 4 years
Underestimating risks Believed that “it is not yet time for a professional approach”
Deferred solutions I planned to hire a specialist "later, when large clients appear"
Fact: The total cost of inefficient accounting is 3 times higher than the cost of full-fledged maintenance
🛠 Measures taken
What was done:
🔹 Full accounting recovery for 2024
🔹 Reconciliation of taxpayer cards
🔹 Preparing and sending responses to the Federal Tax Service requirements
🔹 Repayment of debts
🔹 Negotiations with the tax service on interaction issues
🔹 Development of the budget for 2024-2025
🔹 Forming a transaction budget for future projects
📅 A personal payment calendar has been created
📈 Results
Before After
❌ Lost contract ✅ Negotiations resumed
❌ Erroneous reporting ✅ Financial transparency
❌ Fines and blockages ✅ Control over the movement of funds
❌ Lack of a financial plan ✅ Planning by years and transactions
The client changed his approach and started building a long-term strategy.
💡 Insights
Bookkeeping begins with organizing the basic elements.
Saving money on specialists is the shortest way to avoid fines and loss of trust.
Large partners choose those who are able to build reliable processes.
Do you want to avoid such problems?
Order an accounting audit to identify vulnerabilities before they lead to consequences.
Start with a competent system and you will avoid chaos.