Case Studies

Real Results from Real Clients

See how Twelix has helped businesses across industries gain financial clarity, recover overpaid taxes, and scale with confidence.

E-Commerce & Retail

How a Multi-Channel E-Commerce Seller Saved $18,000 in Overpaid Taxes

$18.2K

Tax savings recovered

14 mo

Of records cleaned

23%

P&L correction

The Challenge

The seller was recording gross sales as revenue instead of net payouts, ignoring platform fees, and had no COGS tracking. Their P&L was inflated by over 23%, leading to massively overstated tax liability.

Our Solution

Twelix reconciled 14 months of Shopify, Amazon, and Stripe payouts at the transaction level. We set up A2X for automated platform reconciliation, implemented proper COGS tracking, and categorized every fee and refund.

The Results

Within 6 weeks, the client had clean, accurate books showing their real margins. The corrected P&L revealed $18,200 in overpaid taxes from the previous year, which we helped them recover through amended returns.

"I had no idea my books were that far off. Twelix found money I didn't know I was losing."

Sarah M. · E-Commerce Seller

Construction & Contracting

Construction Company Gains Financial Visibility to Win a $2M Contract

$2M

Contract secured

3 wks

Cleanup completed

100%

Bonding approved

The Challenge

The contractor had 8 months of unreconciled books, no job-by-job costing, and was mixing personal and business expenses. Their bonding company required clean financials, and the deadline was 30 days away.

Our Solution

Twelix assigned a dedicated construction bookkeeper who cleaned up all 8 months in 3 weeks. We implemented job costing in QuickBooks, separated personal expenses, and produced bonding-ready financial statements.

The Results

The contractor received bonding approval and won the $2M contract. Ongoing monthly bookkeeping with job costing now gives them real-time visibility into project profitability.

"Without Twelix, we would have lost that contract. They turned our messy books into something our bonding company actually trusted."

David R. · General Contractor

Restaurants & Hospitality

Restaurant Group Cuts Monthly Close from 3 Weeks to 3 Days

3 days

Monthly close time

4 locs

Unified reporting

85%

Time savings

The Challenge

With 4 locations running different POS systems, the owner was spending the first 3 weeks of every month reconciling the previous month. Daily sales, tips, delivery commissions, and vendor payments were a tangled mess.

Our Solution

Twelix integrated all 4 POS systems into a unified QuickBooks setup with automated daily sales imports. We standardized the chart of accounts across locations, set up vendor payment tracking, and created a streamlined close process.

The Results

Monthly close now takes 3 business days. The owner can see per-location P&L, labor cost percentages, and food cost ratios in real time, enabling data-driven decisions about menu pricing and staffing.

"I finally know exactly how each location is performing. Twelix gave me the numbers I needed to make real decisions."

Maria L. · Restaurant Owner

SaaS & Technology

SaaS Startup Gets Investor-Ready Books in Time for Series A

Series A

Due diligence passed

4 wks

Books restructured

GAAP

Full compliance

The Challenge

The startup had been tracking revenue on a cash basis, had no deferred revenue calculations, and their MRR/ARR metrics didn't match their P&L. Investors needed GAAP-compliant financials within 45 days.

Our Solution

Twelix restructured their books to accrual basis, implemented ASC 606 revenue recognition, set up proper deferred revenue schedules, and created a metrics dashboard showing MRR, churn, and LTV/CAC alongside clean financials.

The Results

The startup passed due diligence and closed their Series A. The CFO-level reporting Twelix set up is now a permanent part of their board reporting package.

"Our investors said our financials were the cleanest they'd seen from a seed-stage company. That's all Twelix."

Jason K. · SaaS Founder

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