A few of the businesses we’ve helped move from behind-schedule books to monthly financial clarity.
Client and company details have been anonymized to protect confidentiality.
Education
Backlog Cleanup & Reporting
An education provider's books had drifted nearly a year behind. We rebuilt the reconciliations period by period, then moved them onto a monthly close with reporting they could finally hand to their board with confidence.
Education
Process Overhaul
Course revenue, supplier payments and payroll were being tracked across disconnected spreadsheets. We designed a chart of accounts and a monthly workflow built around how the business actually operates, cutting close time significantly.
Event Management
Revenue Recognition & Reporting
Sponsorship and ticket revenue collected months before an event were being recognized on receipt, distorting every interim P&L. We rebuilt the deferred revenue schedule so income now lands in the period the event actually happens.
Event Management
Budgeting & Forecasting
With revenue concentrated around a handful of annual events, cash timing was a constant source of anxiety. We introduced a rolling cash flow forecast and monthly budget-to-actual review that turned event planning into a financial plan.
Event Management
Backlog Cleanup & New Procedures
Rapid growth had outpaced the existing bookkeeping setup, leaving reconciliations badly behind. We cleared the backlog, then put weekly reconciliation and a documented month-end checklist in place so it couldn't happen again.
Property Management
Multi-Currency Reconciliation
Operating across two countries meant transactions in two currencies landing in accounts that rarely agreed with each other. We rebuilt the reconciliation process to handle both currencies cleanly and consolidated reporting into a single, trustworthy view.
Property Management
Process Standardization
As the number of managed properties grew, income and expense tracking per property became inconsistent and hard to audit. We built a standardized per-property reporting structure so profitability by property is now visible at a glance.
“Boki took over our books within two weeks and finally gave us a P&L we could trust. Month-end used to take us days — now it's a five-minute review.”
“What stood out was how clearly they explained the numbers. We went from dreading our financials to actually using them to make decisions.”
“Our previous bookkeeper left our reconciliations months behind. Boki cleaned up a full year of backlog and set up a system that keeps us current.”
“They caught a misclassified expense pattern that had been quietly overstating our COGS for a year. That one fix changed how we priced our products.”
“Responsive, precise, and genuinely invested in our business. Advisory calls with Boki feel like talking to a CFO, not just a bookkeeper.”
“Switching to fixed monthly pricing with Boki removed the anxiety of surprise invoices. We always know exactly what we're paying for.”
Book a discovery call and we’ll show you exactly where your books stand today.