Case Studies

Client Case Study: Stay Tooned

Key Results

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Gained financial clarity across multiple businesses

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Made smart, timely decisions during a major business acquisition

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Created simple systems to understand cash flow and spending

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Confidently reduced workdays to focus on writing her next book

From Overwhelmed Business Owner to Confident CEO

Kate Toon is a well-established entrepreneur. She is an award-winning copywriter, author, and educator with a thriving online business and community. She recently added a new chapter by purchasing a local bookshop, combining her love of words with bricks-and-mortar retail.

While Kate was already across her numbers, juggling multiple businesses brought new layers of complexity. She needed a financial partner who could help her stay on top of things behind the scenes so she could lead with confidence and still have headspace for the creative work that drives her.

The Turning Point

Referred by her accountant, Kate came to Blu Bookkeepers looking for clarity and consistency. She had already started using Profit First but wanted more than bookkeeping. She needed a trusted team to keep her reports up-to-date, guide decisions, and provide the structure she could rely on during busy seasons.

Balancing Business Growth with a Physical Retail Space

Taking on a physical shop meant Kate was no longer always available to her team or across day-to-day numbers in the same way. We supported her behind the scenes with regular reports and insights, giving her the visibility she needed to make smart decisions around staffing and expenses, even while working part-time.

Efficient Systems

We cleaned up her Xero file and built easy-to-read spreadsheets to show exactly how much she could spend, what expenses were coming up, and where her cash flow stood. These simple tools made financial data more useful and helped her feel in control without getting bogged down in details.

Strategic Planning

We stayed close to Kate’s business through each change. From handling payroll updates and refunds to ensuring her tech stack was running smoothly, our goal was to give her clarity and quick answers so she could focus on growth, not admin.

When she purchased the bookshop, we helped her track expenses and cash flow closely. This was a key factor in reaching breakeven faster than expected.

Results: The Impact of Kate’s Transformation

Having a financial partner gave Kate the clarity and support she needed to make smart decisions without the overwhelm. She felt confident stepping back to a two-day workweek to write her next book, knowing the numbers were accurate and the back-end was in good hands.