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CASE STUDY

Professional Cleaning Company

Financial Report

Client Overview

A professional cleaning company specializing in residential and commercial services faced significant operational and financial challenges. Rapid, unsustainable growth in the past left the company without a solid foundation, leading to disorganization and financial strain.

The Challenge

The cleaning company approached GTI Consulting LLC with the following challenges:

Lack of a clear financial structure and tax planning.

High employee turnover due to misaligned business structures.

Absence of a sustainable growth plan after experiencing unsustainable growth.

Inconsistent service delivery stemming from the lack of Standard Operating Procedures (SOPs).

Unpaid invoices from prior years, impacting cash flow.

A need to transition employees from independent contractor status to W2 employment.

Unclear expense management and pricing strategies, with no formal budget in place.

Solution

GTI Consulting LLC partnered with the company to address these challenges through:

1. Financial Structure & Budgeting

Facilitated the formation of an LLC to provide a legal and financial framework.

Secured an accountant to establish accurate bookkeeping and tax planning.

Conducted a detailed analysis of expenses, pricing, and other financial aspects to create a budget that will guide decision-making.

2. Sustainable Growth Planning

Developed a long-term growth strategy prioritizing a solid foundation, with a target of 10-15% annual growth for the foreseeable future.

3. Employee Retention

Restructured the business to better align with employee needs, improving retention.

Guided the transition of employees to W2 status, enhancing compliance and workforce stability.

4. Operational Consistency

Created comprehensive SOPs for cleaning processes, bookkeeping, and invoicing to ensure consistent service quality.

5. Debt Recovery

Assisted in recovering all outstanding invoices from previous years, boosting cash flow.

Results

With GTI Consulting LLC's support, the cleaning company achieved:

Financial stability

Enhanced budgeting and tax compliance provided a solid foundation for growth.​

Controlled growth

Established a sustainable annual growth plan of 10-15%.

Improved retention

Transition to W2 employment created a more supportive and stable environment for employees.

Operational consistency

SOPs ensured reliable, high-quality service.

Debt recovery

Recovered 100% of outstanding payments, improving cash flow.

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