--- title: Case Studies | Balanced Revenue Services description: See how Balanced Revenue Services helps small and mid-sized businesses improve financial clarity, cash flow, reporting, and growth. --- [Skip to content](https://www.balancedrevenue.com/case-studies#main-content) [![2](https://www.balancedrevenue.com/hubfs/2.svg "2")](https://www.balancedrevenue.com/?hsLang=en) - [What We Do](https://www.balancedrevenue.com/whatwedo) - [Case Studies](https://www.balancedrevenue.com/case-studies) - [About Us](https://www.balancedrevenue.com/about-us) - [Focus Industries](https://www.balancedrevenue.com/focus-industries) - [Pricing](https://www.balancedrevenue.com/pricing) - [Contact Us](https://www.balancedrevenue.com/contact-us-form?hsLang=en) # Case **Studies** ## Experience That Gets Results Since 2017, Balanced Revenue Services has been helping businesses improve their performance through Fractional Leadership Services and Professional Bookkeeping. See how we have delivered for our clients: ## Modernizing "Old School" Seafood Distribution This privately held distribution business had great customers, but not a good process for AR/AP, cash flow and was in need of more modern tools and processes to better understand the businesses financial performance, pricing and margin impacts.  Step One ##### Quickbooks Clean Up A full 18 month clean up helped improved owners understanding of his business performance and improved cash flow with improved AR processes Step Two ##### Improved Reporting Revised Chart of Accounts, Profit and Loss statement and reorganized Quickbooks file to better understand profit and trends. Step Three ##### Deploy Modern Tools Mobile printers, Quickbooks Mobile Access, Dext for receipt capture all improved accuracy of invoices and better understanding of pricing and profit by client.  ![geoffrey-faber-iq_88VJIzDA-unsplash](https://www.balancedrevenue.com/hs-fs/hubfs/geoffrey-faber-iq_88VJIzDA-unsplash.jpg?width=5990&height=3999&name=geoffrey-faber-iq_88VJIzDA-unsplash.jpg)   Two Column Stats ## Outperforming Market Trends in Manufacturing This Private Equity owned Manufacturing business has seen sales growth stall in a slowing market, and there was need for fresh ideas to grow share with a more proactive sales and marketing strategy. Step One ##### Realign Account Management Model Deploy customer segmentation model to prioritize high value and high potential accounts with the most experienced sales talent.  Step Two ##### Modernize Sales Tools Launched Hubspot CRM to drive lead to cash  process, organize customer data and build forward looking pipeline of new revenue opportunities.  Step Three ##### Build a Customer Acquisition Engine Deployed sales intelligence platform, increased prospect outreach, launched new dedicated business development role, revamped online marketing and modernized sales assets to drive customer acquisition and gain share in a declining market.  ![hudapack-01459](https://www.balancedrevenue.com/hs-fs/hubfs/hudapack-01459.jpg?width=4752&height=3168&name=hudapack-01459.jpg)   ## Construction Services A Private Equity owned regional Construction and Event Site Services business with a need for strategic new leadership to drive growth and evolve the revenue organization for the next phase.  Step One ##### Stabilize Sales Operating Rhythm With an unexpected leadership transition, the initial focus was on supporting and stabilizing the sales teams with weekly 1:1s, meetings, align inside and outside sales activities, improve internal communications and support the team to accelerate selling activity.  Step Two ##### Refine Sales Processes With focus on improving sales effectiveness, margins and overall revenue growth to meet budget goals, we made changes to the accounts assigned to each salesperson, and improving the effectiveness of the sales processes. The major changes including outreach activity volume, new business focus, handling objections and accelerating the deal pipeline using Salesforce CRM.   Step Three ##### Develop CRM and Sales Tools Launched Quoting, Email automation, revised process flows in Salesforce CRM, while revamping sales materials and digital marketing spend, keywords and strategy to drive improve volume and quality of leads.  ![getty-images-vbgFnk-n9Ls-unsplash](https://www.balancedrevenue.com/hs-fs/hubfs/getty-images-vbgFnk-n9Ls-unsplash.jpg?width=7952&height=5304&name=getty-images-vbgFnk-n9Ls-unsplash.jpg)   [![NEW BRS Logo - Website - 11.8.25](https://www.balancedrevenue.com/hubfs/NEW%20BRS%20Logo%20-%20Website%20-%2011.8.25.svg "NEW BRS Logo - Website - 11.8.25")](https://www.balancedrevenue.com/?hsLang=en) Balanced Revenue Services provides Fractional Leadership Services and Professional Bookkeeping Services for businesses.  ### Pages - [Home](https://www.balancedrevenue.com) - [About Us](https://www.balancedrevenue.com/about-us) - [What We Do](https://www.balancedrevenue.com/whatwedo) - [Focus Industries](https://www.balancedrevenue.com/focus-industries) - [Pricing](https://www.balancedrevenue.com/pricing) - [Contact](https://www.balancedrevenue.com/contact-us) #### Bookkeeping that Powers Smart Growth --- - Terms and Services - Privacy Policy Powered by BRS via Hubspot [Follow us on Facebook](https://www.facebook.com/search/top?q=balanced%20bookkeeping%20llc) [Follow us on LinkedIn](https://www.linkedin.com/in/paul-f-wittemann/) [Follow us on Facebook](https://www.facebook.com)