Creative Patio Works, Inc.

Creative Patio Works, Inc.

My name is Alex Lopez.  I am co-owner of Creative Patio Works.  We have been designing, manufacturing, and installing custom patio covers and shade structures in the Sacramento area for over 15 years.  In 2016, we were struggling with the accuracy and usability of the financial information in our accounting software.  We wanted our accounting to serve as the gauges in a car do, to help us project cash flow, taxes, and so on, so we began working with Innovative Solutions.Recently, during what is normally our peak season, we didn’t have as many orders as we usually do.  We were busy, but not making money.  We discussed the problem with Terri Davis in one of our quarterly meetings.  She helped us discover problems in our sales department in past quarters.  With this information, we were able to replace those unproductive salespeople with highly productive people.  I’m pleased to report that we just had one of our best quarters ever!It has been so helpful to see how we are doing financially.  Now we plan in advance for upcoming liabilities.  We have a clearer breakdown on the cost of materials too. We have used this information to cut costs to counteract the increasing costs of materials caused by the recent tariffs.  We can also see where we can get the best benefit in terms of tax deductions.Thank you Innovative Solutions!

Alex Lopez, Co-owner, Creative Patio Works, Inc.

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2018-12-10T22:21:32+00:00

Alex Lopez, Co-owner, Creative Patio Works, Inc.

It has been so helpful to see how we are doing financially.  Now we plan in advance for upcoming liabilities.  We have a clearer breakdown on the cost of materials too. We have used this information to cut costs to counteract the increasing costs of materials caused by the recent tariffs.  We can also see where we can get the best benefit in terms of tax deductions.