Success Stories

  • Contact
  • Print

  • Accounting Software Helps Town Meet Reporting Requirements
    A New England town with approximately 7,500 residents was using an antiquated and poorly designed accounting system. Among the many issues faced by the finance department, the system would not allow users to reconcile their bank accounts in a timely manner. Simple inquiries such as researching which cash receipts were posted as part of a particular deposit would take hours. As a result, the Town fell almost a year behind in their reconciliations which resulted in substantial delays in their annual audit.
  • BlumShapiro Assists Retail Jewelry Supplier in Selecting Consumer Goods ERP
    A leading jewelry supplier’s collection of poorly integrated applications was limiting their ability to run their business efficiently and adapt to new requirements. Their core homegrown application was old, inflexible, hard to support, had limited features and was not integrated with their accounting application which had also become dated. BlumShapiro was invited to recommend an upgrade path for their accounting application, with the ultimate goal that it could also replace their home grown application. After further review, we determine their current application may not be the best solution for their consumer goods oriented business and recommended a software selection project to find the application that was the best fit.
  • High-tech Manufacturer Invests in Future and Selects New ERP System
    A leading manufacture’s aging ERP software and hardware was no longer being supported. As a result, they risked business interruption in the event of a hardware or software failure. In addition, the software did not provide modern features necessary to support their changing business environment and the needs of their customers and vendors.
  • Distributor Executes New Technology — Processes Exceed Customer Demands and Return on Investment
    A full line distributor of disposable dental and medical supplies to test laboratories and hospitals for 300 leading medical supply manufacturers, and its sister company who manufacturers medical kits, were simultaneously experiencing rapid growth and changing requirements as a result of entering new markets. Their outdated system had become limited and difficult to use.
  • City of the Future: Envisioning the Future for the City of New Britain
    In collaboration with Mayor Stewart and her staff, BlumShapiro framed a strategic vision that re-imagines New Britain and incorporates new ideas and emerging approaches to city government that serves to engage constituents, while setting the stage for change.
  • City of the Future: Guiding the City of Danbury into the Future
    Working with Mayor Boughton and his staff, BlumShapiro developed a multi-year strategic plan to bridge the gap between where the City was and where it, ultimately, wants to be.
  • Roof Repair - A Cost Segregation Case Study
    A local business purchased a building for an upcoming warehouse operation, and – 15 years later – the business discovered the roof of its building had started to leak. The leak, according to a quote from a roofing company, would cost the company $200,000 to repair. It’s a flat roof and only one section seems to be in need of repair. Otherwise the roof structure is in good shape, according to the roofing company, so the business decides to replace the entire roof’s rubber membrane with a new, waterproof membrane. How should the business treat the expenditure for tax and financial statement purposes?
  • IntegraMed Streamlines Accounting Operations with Sage Intacct
    A fast growing medical company was continually opening new clinics throughout the U.S. Every time they added a new clinic, their financial system required a complete new implementation for that new clinic, including chart of accounts, vendors and configuration. Their accounting team was spending hours creating new companies, setting up intercompany transactions and creating consolidating reports to reflect its growing portfolio of clinics. In addition, processing vendor invoices from multiple locations and satisfying managers’ reporting requirements was a serious burden on the staff. All in all, their finance system was not scalable for their rapid growth.
  • Project Management Solution Makes Corporate Tax Department More Efficient
    The corporate tax department of a global Fortune 100 international manufacturer was struggling to meet the demands of their company’s tax and M&A transactions that were not only growing in number, but in complexity. In order to effectively manage this growing need, they began looking for a project management solution that was able to help find efficiencies in their work streams and provide the following
  • Town of Mansfield Implements Internal Control Process and Procedure
    The Town of Mansfield underwent an extensive financial and operational controls review provided by BlumShapiro Consulting. The project included a complete review and testing of our current policies and procedures, followed by recommendations for improvement―updates to current controls and implementation of additional controls.
  • BlumShapiro Leads Comprehensive Data Quality Project for OneSource Water
    OneSource Water's executive team chose BlumShapiro Consulting to work with them on their data quality challenges. Blumhapiro's technology consultants undertook a series of initiatives to help OSW.
  • BlumShapiro Performs Business Enterprise Review with Parallel Products
    BlumShapiro Consulting was engaged by Parallel Products to provide a complete Business Enterprise Review. Learn more about their challenges and the ultimate solutions.
  • Museum Utilizes Project Planning and Management Services
    BlumShapiro Consulting was engaged by a large art museum in downtown Hartford to perform Project Planning and Management services for an upcoming exhibit launch and renovation.
  • Microsoft Project Server Helps Global Manufacturer Manage Resources
    BlumShapiro Consulting worked with one of the world’s largest manufacturers of tools to improve the company’s project management capabilities with the use of Microsoft Project Server.
  • BlumShapiro Improves Program Management Process for the City of Hartford
    BlumShapiro Consulting was engaged by the City of Hartford to provide Program Management services. Learn more about their challenges and the ultimate solutions.
  • Focusing on the Future- How British Beer Company Used Sage Intacct to Move Forward
    British Beer Company manages 14 pubs across the New England region, and was struggling when it came to processing the accounting information for all of these locations. Learn how BlumShapiro Consulting was able to provide assistance through the use of our Business Process Outsourcing services including the Sage Intacct software.
  • Helping a Remote Workforce Stay Connected with Office 365 - The Discovery Center
    The Discovery Center, a non-profit organization focused on working with schools, youth, families and communities to create opportunities to challenge systemic racism and oppression, was struggling with document sharing and storage for their largely remote workforce. Find out how BlumShapiro Consulting was able to use the Microsoft Office 365 suite of products to help the Discovery Center accomplish their technology goals.
  • BlumShapiro Consulting Helps Pharmaceutical Company Move to the Cloud
    Following a merger, Aralez Pharmaceuticals had the opportunity to rethink traditional IT. Learn how BlumShapiro Consulting was able to provide a host of solutions to address Aralez's key needs.
  • A Dunkin' Donuts Franchisee Runs on Reporting
    Dunkin’ Donuts franchisee, PVMC is a group comprised of over twenty Dunkin’ Donuts store franchises in upstate New York. Find out how BlumShapiro Consulting was able to provide the tools and support needed to help the owner outsource the venture’s back office accounting and focus on moving his business forward.
  • From Spreadsheets to Software: How Sage Intacct Helped Infinex Financial Group
    Infinex Financial Group found themselves in a growth phase—resulting in having to manage the financial reporting of numerous entities. Find out how BlumShapiro Consulting was able to utilize the cloud financial software Sage Intacct to provide the tools and support to move their business forward.
  • Customer Testimonial: Gengras Motor Cars
    Listen to Jonathan Gengras, Owner of Gengras Motor Cars, discuss their relationship with BlumShapiro that has spanned over three generations!
  • How Data-Mail Used Data to Drive Decisions
    With a data-savvy CFO leading the charge, Data-Mail understood the important role that data could play in their processes and decision making. Learn how the organization used data to drive their business decisions.
  • SharePoint Implementation Achieves Greater Capabilities and Accessibility
    A Connecticut college with a rich history was looking to create a website which offered extensive outreach capabilities for key audiences of the college, including alumni, parents and potential new students. To achieve this goal, the current website required a major redesign and installation of interactive capabilities, but a stumbling block arose between the college's IT and communications departments.
  • Master Data Case Study: Legrand North America Manages Enterprise Data
    Like many companies who expand their business horizons through acquisitions and mergers, this eletrical equipment manufacturing company’s master data was fragmented and dispersed, so they turned to Profisee Master Data Maestro for help. Through the use of Microsoft Master Data Services (MDS) as a collective data warehouse and Master Data Maestro's stewardship and workflow capabilities, enterprise data assets were managed quickly and cost-effectively in just six months.
  • Department of Revenue Services Institutes Lean Procedures
    Top management at the Connecticut Department of Revenue Services (DRS) agreed that an upgrade to department procedures using 21st Century "lean" techniques would provide better service to the state’s taxpayers. The agency turned to BlumShapiro, widely known for its expertise in assisting government agencies and private firms to solve workplace efficiency issues and establish lean procedures.
  • Customer Testimonial: Manchester Sports Center
    Listen to auto dealership president Jonathan Larabee, of Manchester Sports Center, share how BlumShapiro has helped his dealership stay on top of industry trends and issues
  • National Distributor Saves Time and Improves Performance
    A leading national distributor of organic and natural foods needed to keep a close eye on their frequently changing inventory rates and trends. As expected with perishable products, inventory cannot be on hand for extended periods of time. A constant view of out-of-stock items and replenishment requirements was a necessity. With six principal operating units, 12 warehouses and numerous buyers, a need for better organization and reporting features for inventory control and calculations existed.
  • BlumShapiro Helps City Achieve Certificate of Excellence in Financial Reporting
    A municipality that had recently experienced significant turnover in its financial department found itself in danger of missing an important filing deadline, jeopardizing its Certificate of Excellence in Financial Reporting as designated by the Government Finance Officers Association. This municipality lost its accounting manager, payroll supervisor and one accountant during a span of about six months. Adding to its difficulties, the possibility of losing the Certificate of Excellence due to missed or repeated extensions of reporting deadlines could lower the town's standing in financial circles and impede its ability to make appropriate budgeting decisions.
  • BlumShapiro's Intervention With the IRS Results in Avoidance of Significant Tax Adjustment
    A healthcare company that owns and operates several nursing homes was ordered to seek help in revising its accounting procedures to comply with both Connecticut and IRS regulations. In addition to upgrading its policies and practices, previous accounting issues had been noticed by the IRS with a possible audit pending.
  • Manufacturer Sees 40% Increase in Bottom Line
    BlumShapiro's reputation as the go-to business consultant and accounting firm when problems arise prompted a recent visit from the owner of an industrial cleansing machine manufacturer with 20 employees and product contracts that typically price out in the $150,000 to $2.5 million range. The owner had been approached with a proposed set of inter-related contracts that would total more than $20 million, a near recession-proof offering that would ensure work for the foreseeable future. In addition, the contracts had no set delivery dates, meaning his workforce can attend to more immediate contracts as they arise, and work on orders with less rigid delivery deadlines during slower periods.
  • BlumShapiro Helps College Meet Deadlines, Avoid Penalties & Fees
    A highly respected mid-sized institution of higher education with approximately 200 employees was required by new federal regulations to conduct an extensive audit of its retirement program, which dictates that the college enroll all full-time employees who reach one year of service. The college had attempted to comply with the plan provisions by distributing enrollment forms to all eligible employees and completing the enrollment process as the forms were returned. But early into the audit it was revealed that about 20 percent of the eligible employees had not returned enrollment forms, and thus were not participating in the plan.
  • Business Enterprise Review Finds Efficiencies and Ways to Improve Cash Flow
    A highly successful, regional distributor of office break room supplies was embarking on an expansion of their business model, including the addition of new product line offerings. The anticipated growth was expected to result in a rapidly changing business environment and included the task of adding approximately 40,000 additional SKU product codes to their current system, as well as altering their current sales, supply chain and delivery processes.
  • BlumShapiro Helps Auto Dealer Find Innovative Financing Solution
    An automobile dealership wanted to refinance its $4 million mortgage but, after experiencing a challenging year in 2009, many banks were unwilling to provide dealerships in such a risky business with conventional mortgages. In addition, preliminary checks with the Small Business Administration had not proved promising.
  • Changes to Bidding Structure Makes Jobs More Profitable
    A Connecticut contractor was losing bids, and losing money on those bids he secured, due to a bidding format that did not adequately account for all costs incurred in running his business. The bidding format used by the contractor took into account the direct costs of each job, such as materials and labor, but often ignored or underreported indirect costs such as insurance, fuel and repairs.
  • Technology Solution Cuts Risks for Global Ad Agency
    A worldwide advertising agency with billions in annual income found itself unable to respond to daily fluctuations in global markets – including those that directly affected its clients – because accounts receivable and payments data were transmitted in varying formats that took days to reconcile.
  • Heating Fuel Supplier — Cuts Costs, Increases Profits and Strengthens Their Competitive Advantage
    A leading family owned and highly reputable dealer of propane in southwestern Connecticut was coming off of one of their strongest and most successful years of operation. Unfortunately, their continued success and growth objectives were at risk due to an outdated software system.

Advisors | Auditors | Consultants | CPAs - Blum Shapiro is one of the premier public accounting firms in the northeast and a Top 100 CPA Firm in the U.S. Our professionals serve businesses, individuals and organizations in Boston (MA), Hartford (CT), Cranston (RI), Shelton (CT) ,Quincy (MA) and Newton (MA) with audit, tax and business consulting services. Our firm has developed practice areas in automotive, construction, education, government, healthcare, hospitality, manufacturing, nonprofit organizations and professional service firms. New Haven CT, Fairfield CT, Norwalk CT, Waterbury CT.