Case Study: QuickBooks Upgrade & Bookkeeping Services for FreyCo
FreyCo is an IT managed services consulting company based in San Pedro, California. The company provides technology consulting and support for a range of clients, many of whom rely on accurate accounting and financial management to support growth.
Industry: IT Managed Services
Services: Managed IT consulting, client bookkeeping support
The Challenge
FreyCo faced several challenges in supporting their clients’ accounting needs:
Clients were using outdated QuickBooks software, limiting efficiency and reporting capabilities.
Many clients needed cleaned-up books to ensure accuracy.
FreyCo required support in identifying and resolving inefficiencies, enabling clients to expand and scale their businesses.
James Frey emphasized the importance of a trusted partner:
"Many clients thought their troubles would be ‘too expensive’ or ‘impossible’ to fix."
The Solution
Certum Solutions provided comprehensive QuickBooks upgrades and bookkeeping services, including:
QuickBooks upgrade to the latest version, ensuring enhanced functionality and efficiency.
Bookkeeping support for FreyCo’s clients, helping them clean up and reconcile financial records.
Accounting reconciliation to streamline reporting and reduce errors.
Through close collaboration, Certum guided FreyCo and their clients in implementing efficient workflows while educating them on best practices for ongoing success.
Results & Impact
The collaboration yielded measurable and qualitative improvements for FreyCo’s clients:
Enhanced efficiency and scalability, allowing clients to focus on growing their businesses.
Resolved long-standing accounting issues, previously thought too difficult or costly to fix.
Added functionality and features, improving the overall QuickBooks experience and preparing clients for future growth.
Results:
QuickBooks upgrades + bookkeeping → streamlined client operations and increased business potential
James Frey noted: "All our clients were able to expand their business potentials and become more efficient."
The Transformation
Since implementing the upgrades and bookkeeping services:
FreyCo’s clients have clean, organized books and improved financial visibility.
Clients gain confidence in reporting and accounting workflows, enabling informed business decisions.
Certum’s transparent and expert approach has built trust, helping FreyCo manage expectations and deliver results efficiently.
James Frey praised the Certum Solutions team:
"This is a company you can trust. Their leadership from the top down is extremely knowledgeable and compassionate."
"They are transparent and honest. Unlike other companies that will simply nod and say they can do it all, Certum will ensure that the client is aware of limitations or incompatibilities early on, further helping establish expectations before the project is afoot."
"All our clients were able to expand their business potentials and become more efficient." – James Frey, President, FreyCo
About the Client
FreyCo | San Pedro, CA
Website: linkedin.com/company/freyco
Services: Managed IT services, client bookkeeping support
Project Lead: James Frey, President
Ready to upgrade your QuickBooks and streamline bookkeeping for your business or clients?
Schedule a FREE Business Consultation with Certum Solutions, Use General Intro Link → https://www.certumsolutions.com/book-consultation