MSB Accounting Solutions

BACKGROUND

Please describe your company and position.

I am the Director of a commercial driving school.

Describe what your company does in a single sentence.

The company provides professional commercial driver training programs designed to prepare students for successful careers in the transportation industry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire MSB Accounting Solutions to accomplish?

• Compile and organize the financial documents required for state approval.
• Develop a comprehensive business plan and break-even analysis to demonstrate sustainability.
• Establish a financial framework, including bookkeeping and accounting structure, to support compliance and long-term operations.

SOLUTION

How did you find MSB Accounting Solutions?

• Referral
• Other

Why did you select MSB Accounting Solutions over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from MSB Accounting Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

MSB Accounting Solutions helped us prepare for state approval by compiling and organizing all required financial documents. They created a business plan, completed a break-even and cash flow analysis, and set up our financial framework to demonstrate sustainability. They also established bookkeeping processes and provided tax consulting to keep us compliant.

Summary of Key Deliverables:

• Business plan for approval requirements
• Break-even and cash flow analysis
• Organized financial documentation package
• Bookkeeping and accounting framework
• Tax consulting for compliance

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Measurable Outcomes:

• Completed and submitted all required financial documentation for state approval on time.
• Developed a business plan and break-even analysis that demonstrated financial sustainability.
• Established bookkeeping and accounting systems that now provide accurate, real-time financial tracking.
• Positioned the school to move forward confidently in the approval process.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

MSB Accounting Solutions was highly organized and responsive throughout the process. They delivered all items on time, kept us updated at each stage, and quickly addressed our questions and needs. Their guidance made the approval preparation smooth and stress-free.

What was your primary form of communication with MSB Accounting Solutions?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

MSB Accounting Solutions made complex financial requirements easy to understand and guided us step by step through the approval process with clarity and support.

Are there any areas for improvement or something MSB Accounting Solutions could have done differently?

We were very satisfied overall; the only small improvement would be having a simple checklist or questionnaire for the break-even analysis, but the guidance was excellent.