“We worked with three other firms prior to indinero, and the difference has truly been night and day.” – Dana Lang, President and CEO, GO Processing
The Challenge
GO Processing is a financial services company built on a simple premise: helping mortgage loan officers find the best option on the market for borrowers. They provide third-party support that lets brokers scale without adding overhead, giving them the tools to help home buyers through one of the biggest milestones of their lives.
The good news is, the business was growing. But growth across state lines brings a particular kind of financial complexity their systems weren’t keeping up with.
Budgeting was imprecise. Forecasts were unreliable. And QuickBooks had become more of a record-keeping headache than a decision-making tool.
With operations spanning the nation, and expansion still on the horizon, leadership needed financial visibility they could rely on.
The Solution
We rebuilt their financial foundation.
Restructuring budgeting and forecasting from the ground up, cleaning and organizing QuickBooks, and handling complicated annual multi-state tax filings on their behalf.
Along the way, indinero specialists created a monthly, quarterly, and annual financial review cadence that gave leadership the clarity to make growth decisions with confidence.
The Impact
Our difference showed up in how leadership could see and use their financial data.
Take it from CEO Dana Lang herself:
“Indinero helped us create much stronger visibility into our finances and spending habits. Our financial data is now significantly more organized, easier to understand, and much more useful for forecasting and decision-making. Their work also helped our leadership identify unnecessary spending and reallocate portions of the monthly budget more strategically. Their attention to detail, knowledge, responsiveness, and willingness to help have made them feel like a genuine partner in our growth.”
Murky spending patterns became clear. Unexamined expenses came to light. Line items that weren’t earning their place got reallocated toward priorities that were.
And all the while, previously unreliable forecasting became a real tool for navigating a challenging and uncertain future.
Why Did It Work Out So Well?
We were the fourth firm GO Processing worked with. The fact that none of them delivered, while our engagement is ongoing with no significant criticisms to speak of, says something.
Accounting firms are notorious for poor communication, especially during tax season, which is why we guarantee 24-hour response times for all client correspondence, and probably why Dana said: “Their communication has been especially impressive.”
We understand how frustrating it can feel to juggle multiple parties, all of whom likely need the same information. That’s why all indinero clients get a single point of contact; our team of specialists coordinates behind the scenes, but you always work with someone intimately familiar with you, your business, and goals.
The ability to make complex financial topics approachable? Understandable? Actionable? It’s more than just nice to have. For a company managing multi-state operations in a highly regulated business, it’s critical.
Have a specific question about your situation? Join us for our next webinar, or schedule a free consultation with an indinero expert and ask.
We’ll handle the numbers. You focus on growth.
