Case Studies

Wright Time Financial partnered with YSO to create structure across operations, improve executive efficiency, and strengthen communication across the firm. Within one year, the company saved more than 30 hours per week, built scalable HR and admin systems, is on pace for nearly 90% annualized growth.

Laguna Electric partnered with YSO to streamline operations, reduce invoicing errors, and give the leadership team back 40 hours per week. With YSO’s dedicated virtual assistant and structured process management, the company improved accuracy, reduced stress, and created a foundation for expansion into new states.

Andrew required operational support to streamline business management, allowing him to allocate more time to revenue-generating tasks instead of being weighed down by day-to-day project management responsibilities.

Optimizing Event Management for DJ Will Gill with Virtual Assistant Support.

YSO helped the co-founders of Saphineia, a manufacturing consultancy, regain control of their time and operations. Overwhelmed by endless administrative tasks, Craig and Elliot needed a trustworthy solution to keep their business running smoothly. YSO provided a dedicated Virtual Assistant, Bel, who immediately stepped in to manage crucial workflows like financial tracking, onboarding, invoicing, and IT coordination.

Breanna, faced admin challenges while serving clients. YSO introduced Redtail CRM, clear workflows, and a Virtual Assistant, freeing Breanna to grow her business, form partnerships, and increase visibility. This led to greater efficiency and major growth.

Landscaping business adopts a CRM to improve workflows and act as a single source of truth for the business.

DJ Will Gill gained new insights to profitably grow his business with a customized P&L.

The Think Mill, a collective of events and entertainment businesses, faced challenges with disorganized bookkeeping and inefficient financial processes. YSO implemented a scalable Accounts Payable system, standardized vendor rates, and streamlined payments using tools like Bill.com.

Integrity Financial faced challenges with on-site staff turnover, lacked time for additional training, and felt overwhelmed in their business, seeking operational support.