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Case Study

Type Five

Case Study

Type Five

Case Study

Type Five

Client

AEP's

Industry

Construction

Our role

QuickBooks(Financial Integrations)

Objectives

  • Clean up and standardize existing financials in accordance with GAAP.
  • Implement consistent accounting practices and internal controls.
  • Establish reliable month-end close processes and reporting procedures.
  • Provide ongoing strategic financial insight to guide sustainable growth.
  • Enhance financial transparency and decision-making for ownership.

Our Approach

Partnering closely with Type Five’s ownership and internal team, we built a strong financial foundation to support their continued growth and scalability by:

Financial Clean-Up & GAAP Implementation

  • Reviewed and corrected historical financial data to ensure alignment with GAAP standards.
  • Standardized accounting treatments across all areas, improving accuracy and comparability of financial results.
  • Implemented best practices for revenue recognition, expense categorization, and reconciliations.

Process Development & Internal Controls

  • Established formal accounting processes to create structure and accountability.
  • Designed and documented workflows for the month-end close, ensuring consistency and repeatability.
  • Introduced checks and balances to strengthen internal controls and reduce the risk of errors.

Month-End Close & Financial Reporting

  • Implemented a reliable month-end close cadence to deliver timely and accurate results.
  • Developed clear reporting templates to communicate performance metrics to ownership.
  • Created visibility into key financial drivers, enabling proactive management decisions.

Strategic Financial Review & Guidance

  • Conducted regular financial review meetings with ownership to discuss performance, cash flow, and strategic initiatives.
  • Provided actionable insights to support sustainable scaling and informed decision-making.
  • Served as an ongoing financial partner to ensure continued alignment between operations and financial goals.

Results

  • Fully GAAP-compliant financial statements with consistent accounting practices.
  • Efficient and reliable month-end close processes producing timely, accurate reporting.
  • Improved internal organization, accountability, and financial transparency.
  • Owners now have the clarity and insight needed to scale the business sustainably.
  • A strengthened financial foundation that supports Type Five’s continued growth trajectory.

Services

Bookkeeping & Accounting

Fractional CFO

LLŪM Diagnostic

Industries

General Contractors

Specialty Trades

Industrial & Manufacturing