Client Snapshot (Composite)
Client: Mark, glass door installer serving Bonita Springs & Naples
Work: Sliding glass doors, lanai enclosures, storefront repairs
Local Realities:
- Extreme seasonality (mid‑May to mid‑September slowdown; October–April surge)
- Unpredictable bursts of work from homeowners, condo associations and property managers
- Supply chain delays for specialty glass
- Occasional post‑storm emergency repairs
The Situation
Mark had built a strong reputation for clean, reliable glass work — but his books didn’t reflect the same level of order. Like many SWFL home‑repair businesses, he lived in two different worlds:
1. The summer slowdown (mid‑May to mid‑September)
Fewer calls, tighter cash flow, and a need to stretch every dollar.
2. The October–April surge
Snowbirds return, demand spikes, and jobs stack up fast.
Every few years, a hurricane added another layer of pressure — not a constant, but a disruptive force when it hit.
Mark’s challenges were familiar to anyone working in SWFL, but the timing was always unpredictable:
- Revenue swings that made planning difficult
- Deposits and partial payments that were hard to track
- Supply chain delays that distorted cash flow
- A CPA who was tired of chasing missing documents
- No clear picture of which jobs were profitable
He didn’t want a national firm. He didn’t want to explain SWFL seasonality to someone in another state. He wanted someone who already understood the rhythm of this community.
That’s when he reached out to Prime Entry Bookkeeping.
The Approach: Local Context + Clear, Simple Systems
1. Clarity in Communication
Before we ever talked about setting anything up, I focused on understanding how Mark actually worked — the real pressures behind his numbers.
Because I live and work in SWFL, I already understood:
- Why May–September feels like a long exhale
- Why October hits like a tidal wave
- Why homeowners, condo associations and property managers create unpredictable bursts of work
- Why specialty glass delays can stall revenue for weeks
- Why post‑storm weeks can be chaotic even though storms aren’t annual events
Mark didn’t have to explain any of this. We could skip straight to building a system that matched his reality.
I created:
- A clear, simple checklist for what I needed
- A weekly routine for sending receipts, job notes, and vendor invoices
- A transparent workflow so he always knew what was happening
Clarity reduced stress and gave him confidence that nothing was slipping through the cracks.
2. Accountability in How I Show Up
Mark had worked with bookkeepers who were slow to respond or disappeared during peak season.
So I established:
- A consistent communication rhythm
- Quick responses
- Predictable month‑end close
- A structured way to handle seasonal surges
- A clean method for tracking deposits, partial payments, and insurance‑related jobs
Because I’m local, I could also meet him in person when needed — something that mattered more than he expected.
Accountability built dependability.
3. Trust as the Outcome
Within three months:
- His CPA stopped chasing missing documents
- His job‑costing finally reflected true profitability
- His cash‑flow patterns made sense across seasons
- He could see which jobs were profitable and which weren’t
- He felt prepared for both the slow months and the busy ones
- He made decisions with confidence instead of reacting to surprises
Trust wasn’t something I claimed — it was something he experienced through clarity and accountability.
And because I’m part of the same community, the partnership felt less like outsourcing and more like adding someone to his support system.
The Result
For a Bonita Springs glass door installer like Mark, local presence made all the difference.
He didn’t need a national firm.
He didn’t need a faceless portal.
He needed someone who understood the local pressures, the local opportunities, and the local pace of work.
Local trust. Local clarity.
That’s what transformed his books — and his confidence.