Financial Fortunes: Integrated Financial Support Helps Businesses Grow
A growing professional services business needed strong foundational practices to ensure steady, sustainable expansion and success over time. By working closely with KeyLin on bookkeeping, payroll, tax preparation, and building effective and efficient financial processes, the Br8kthru team was able to expand their financial knowledge and create systems to meet organizational goals.
Background
Br8kthru is a digital marketing and technology company located in Minneapolis, Minnesota. Founded in 2013, the company and its team prioritize collaboration with businesses in a variety of industries to create meaningful relationships, high-quality work, and demonstrable results.
When Br8kthru’s leadership first partnered with KeyLin Advisors in 2018, they had a vision for the company and wanted the financials to be able to support that vision. Since then, Br8kthru has worked with KeyLin on bookkeeping, payroll, QSEHRA administration, tax preparation, and creating a more financially sustainable business.
How KeyLin Supported Br8kthru
When Br8kthru first came to us, the team needed support with financial systems, starting with payroll. They had interviewed four accounting firms, but ultimately selected KeyLin because of our understanding of their small business needs and potential solutions. Br8kthru worked with our experts to create processes to address employee needs and benefits without disruptions.
Br8kthru’s Founder and Managing Director, Jon Lenz, said,
“The KeyLin team is more than trusted partners, they’re part of our team. Their input has been instrumental to our success, and they continue to guide us on our path forward.”
After seeing the efficacy of KeyLin’s work, Br8kthru expanded our partnership. We collaborated by reviewing the systems and tools Br8kthru already had in place, determining the best places for KeyLin to support Br8kthru's accounting needs, and shifting daily bookkeeping responsibilities to KeyLin.
The Impacts of Our Partnership
Over time, everyone at Br8kthru was more equipped to make financial decisions that would set the business up for long-term success. And if they had questions, they were comfortable coming to KeyLin for support and education.
Since 2018, Br8kthru has continued to grow, and financial stability has continued to be a priority for the whole team.
“KeyLin Advisors has been part of our business journey from one employee to nearly 20, and we are confident they will continue to grow with us,” said Lenz.
Together, they can make smart financial decisions that benefit and support sustainable growth for their employees and clients alike.
Address Your Business Needs with KeyLin
Regardless of the size of your business or your business goals, KeyLin can provide supportive, integrated services. From online accounting and bookkeeping to payroll and tax preparation, our team can lend their expertise and advice to your work. We’re happy to collaborate with you by reviewing your financial statements, tax returns, and more. Let us help, starting with a free first consultation today.
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