Business Concierge Case Studies
Case Study 1
A business owner complained about his current credit card statement for two reasons: he couldn’t understand it and thought the fees were exorbitant. His concierge analyzed his statement recognizing the inflated charges then switched processors to our easy-to-understand statement and saved him $618 a month in processing fees.
Case Study 2
Business owner Sally has found herself to be a prisoner to her bookkeeper’s antics. The bookkeeper was slow and unresponsive, causing delays and frustration. Her new concierge then introduced her to a new technology and bookkeeping service where the software magically links-to and reads her checking account activity and seamlessly produces monthly financial statements on time with minimal involvement on her behalf.
Case Study 3
A manufacturer of lawn furniture found themselves unorganized in the human resources department when it came to hiring more employees for their growing business. Becoming a Platinum member of the concierge program fixed the issue immediately, setting this company up for success with job descriptions, an employee handbook and an HR audit, where the concierge uncovered that he was close to breaking labor laws.