
Case Study Opportunity
Case Study Opportunity
Case Study Opportunity
Partner with me and receive premium bookkeeping services at a significant discount while helping me gain greater insights into best practices for cash flow management and e-commerce accounting while building Shine Track Financials’ portfolio.
Case Study Opportunity
Limited Spots Available
Partner with Shine Track Financials and receive premium bookkeeping services at a significant discount while helping gain greater insights into best practices for cash flow management and/or e-commerce accounting using Mike Michalowicz's Profit First system.
What is a Case Study Partnership?
I'm expanding my specialization using Mike Michalowicz's Profit First system in an area where small businesses generally struggle: cash flow management and e-commerce accounting. I'm seeking 2-3 committed small business owners or growing e-commerce sellers to partner with as case study clients.
What this means:
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You get premium bookkeeping services at 40% off the Shine Track Plan for 6 months
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I document your transformation (with your permission)
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We work together as I implement best-in-class systems for your business
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You provide feedback and a testimonial at the end
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I feature your success story on my website and marketing materials
This is perfect for you if:
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You're committed to getting your finances on track
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You're willing to implement new systems (Bluevine, Profit First, A2X, etc.)
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You're open to being featured as a success story
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You value the learning partnership approach
I want to partner with real business owners who are open to a better way of doing business, provide tremendous value at a discounted rate, and build case studies that show the transformation that's possible.
This is a true partnership: You get premium service at a significant discount. I get real-world insights into a common issues that business owners face and portfolio pieces. We both win.
Questions about this case study opportunity? Email me at lindsay@shinetrackfinancials.com.
Case Study Opportunity
Profit First & Cash Flow Management Case Study
Limited to 2-3 small businesses and/or e-commerce sellers
Inspired by Mike Michalowicz's Profit First system, I recommend using an all-in-one, online banking platform such as Bluevine, which offers robust banking for small businesses including business checking with no monthly fees, high APY, and 5–20 sub-accounts.
Sub-accounts makes it easier to organize funds for key business needs, such as taxes, owner compensation, operating expenses, and profit, allowing you to manage cash flow intentionally while gaining clear visibility into your business finances.
Please note that using an all-in-one online banking platform does not mean you should close your existing traditional bank account. I also recommend using a traditional bank for funding emergency reserves and depositing physical cash.
Also, note that Bluevine is a financial technology company, not a bank. Bluevine deposits are FDIC-insured through Coastal Community Bank, Member FDIC, and their program banks. Bluevine is the largest small business banking platform in the U.S. with 900K+ businesses helped.
1 / What You Get
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Shine Track Plan bookkeeping service
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Bluevine banking platform account setup (up to 10 sub-accounts) (Profit First system)
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Custom cash flow allocation percentages for your business
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Weekly cash flow monitoring and report
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Monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow), and profitability analysis
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Bi-weekly check-ins and monthly strategy calls
2 / Investment
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$345/month for 6 months (40% off regular $575/month rate)
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All third-party costs and integrations included must be covered by the client.
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After 6 months: Transition to regular pricing or renegotiate
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Commitment: Minimum 6-month partnership
3 / Ideal Candidate
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Small business owner, including e-commerce sellers ($10K-75K/month revenue)
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E-commerce sellers must be an Amazon FBA and/or Shopify seller
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Currently struggling with cash flow visibility and bookkeeping
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Books are currently in QuickBooks Online or Xero
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Or books need to be set up for the first time in QuickBooks Online or Xero
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Willing to open a Bluevine banking platform account and sub-accounts, and implement Profit First
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Committed to building better financial habits
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Willing to be featured as a case study
4 / What Is Need From You
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Openness to changing how you manage cash flow
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Willingness to open a Bluevine banking platform account (free or low-cost)
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Honesty about challenges and wins
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Testimonial and permission to share your transformation
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Commitment to the 6-month partnership
Apply
Please complete the application form below (5-10 minutes).
Review
I'll review your application within 3 business days.
Consultation
If you're a good fit, we'll schedule a 30-minute video call to discuss your business and goals.
Decision
I'll select 2-3 case study partners between now and December 31, 2026.
Onboarding
We'll start working together immediately with a detailed onboarding process.
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