Case Study
Envoie Projects, LLC Case Study
over our financial reporting within 60 days. The reporting we get from Aria on a monthly basis
enables us to make informed decisions about our business operations and strategy. We are
extremely pleased with the service and can’t imagine being able to find a comparable solution
that is so economical.
— Allison Robin
Co-Founder of Envoie Projects
Envoie Projects,
LLC
management firm that supports construction and
renovation design planning, coordination primarily for
non-profits such as culture and arts institutions.
Services
- Bookkeeping and Accounting
- Fractional CFO Services
The Problem
Envoie’s existing bookkeeper was planning to retire, and Envoie needed a replacement solution that could both onboard quickly and bring a fresh perspective to how it should organize its financial operations.
The Solution
Aria became a member of the Envoie team on day one, working closely with the former bookkeeper to ensure all processes were handed off effectively that allowed her to step away. After taking over internal processes, Aria identified key inefficiencies in the bookkeeping process that could be resolved through updates in technology and data integration such as reconciliations and payroll entries.
The
Results
Aria was able to build an effective finance function that leverages a smooth month-end close process to update and forecast Envoie’s financial results each month at a fraction of the cost of two full-time hires (bookkeeper and head of finance). That has provided the owners with fast, timely data that allows for more long-term strategic planning and risk analysis. Since Aria began, the firm has grown headcount by 25% and is on track for a record year.