Case Study

GL Bookkeeping Solutions: A 30/60/90 Growth Roadmap From a Single Strategy Session

A South Jersey bookkeeping firm needed a starting point, not a retainer. One strategy session produced a customized game plan the owner could act on immediately.
5.0 verified client review
on Clutch
What did the engagement deliver?
Verified results
5.0

This engagement is documented in a verified client review on Clutch. Gina Lipman, Owner, GL Bookkeeping Solutions, LLC rated Strativera 5.0 for quality, schedule, cost, and willingness to refer.

The challenge

What challenge did GL Bookkeeping Solutions face?

GL Bookkeeping Solutions knew it needed to grow without knowing where to start, which is the situation most small business owners are in. The verified Clutch review lists two objectives: marketing strategy, and growth and lead generation strategy. The firm did not need a retainer or a team; it needed a credible starting point it could execute itself.

The approach

How did Strativera approach it?

One senior operator led a single strategy session and produced a customized game plan with a 30/60/90 day roadmap, with every recommendation made digestible and actionable. The operating principle GL Bookkeeping Solutions singled out: recommendations were tailored to the specific business but framed within the context of the bookkeeping and financial services industry, so the owner was never left translating generic advice into her own market.

The results

What results did GL Bookkeeping Solutions achieve?

The deliverable is the outcome: GL Bookkeeping Solutions left the session with a 30/60/90 day roadmap to implement each strategy effectively, per the verified Clutch review. This page claims nothing past the roadmap, because the review does not; the engagement was a single session in February 2026 and is published here as exactly that.

DeliverableDetailSource
30/60/90 day roadmapGrowth and lead generation strategy, customized to the firmVerified Clutch review
Actionable stepsPrioritized so the owner could start the same dayVerified Clutch review
Industry framingRecommendations set in bookkeeping and financial services contextVerified Clutch review
In their words

What did GL Bookkeeping Solutions say about working with Strativera?

5.0
“If you are a small business owner wondering where and how to start growing your business - START HERE!!!”

Gina Lipman, Owner, GL Bookkeeping Solutions, LLC, from the verified Clutch review

“Every move they suggest is data driven and research backed!” is how the same review puts it elsewhere.

Ready to see this math on your business?

A 30-minute call with a senior operator, not a sales development rep. Bring your numbers; we will bring the questions.

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