Case Study

user Robinson Paintill

Managed Accounting
Financial Process Creation and Implementation


A sparkling water energy drink focused on providing consumers with a healthier way to obtain energy while removing all the negative sugars and caffeine sources usually associated with “pick me up” drinks.


New to the market, the company looked to implement a new financial system – from chart of accounts creation to high-level reporting and financial/operational process implementation –to gain a grasp on the working capital-intensive decisions needed to propel growth.

AG’s Approach & results

AG’s tasks included the following:

  • Created and managed entirely of accounting operations (chart of accounts, invoicing, vendor management, month-end close, financial statement preparation, etc.)
  • Used systems such as Expensify,, QuickBooks, and Gmail to manage the company’s day-to-day accounting operations in a streamlined fashion.
  • Designed a financial package tailored to the company, reporting KPIs that are crucial to understanding the business such as working capital planning and analysis.
  • Implemented and documented operational processes for each system used in day-to-day activity.