The Challenge: A Business on the Brink

For nearly a decade, River Trail Technology has gladly served its clients but without clear back office systems. As the company grew, so did the financial complexity. Payroll was a constant source of stress, and without a system to track profitability, expenses, or financial trends, there was no clear picture of the company’s financial health.

The weight of the financial burden was crushing. While not at risk of closing, burnout was inevitable. With a wife and six children depending on him, closing the business was an ever-present option. The desire to provide quality services and help people in need kept the business going.

Travis faced a decision: fix the back office or shut it down. He needed more than a tax accountant—he needed a partner and financial system that truly worked. That’s when he reached out to Red Earth CPA.

How River Trail Technology Transformed Its Finances

Travis hired Red Earth CPA to implement a scalable, automated financial system designed specifically for the needs of River Trail Technology. The transformation began with a financial cleanup and the creation of structured financial processes.

One of the biggest changes was integrating all of River Trail’s accounting tools into a single, streamlined platform. Travis no longer had to guess where his money was going. Payroll was automated, eliminating the need for manual check signing. Expense tracking became effortless with the implementation of Dext, which allowed receipts and bills to be managed without manual coding. Every bank account, credit card, loan, and clearing account was connected to the bank and reconciled, ensuring accurate and up-to-date financial data.

Additionally, an industry-specific chart of accounts was set up, allowing Travis to clearly see the profitability of each service line. He was assigned a dedicated bookkeeper who provided ongoing support, giving him direct access to financial resources whenever needed. The team also handled state sales tax registration and vendor setup, ensuring that River Trail Technology was compliant and streamlining tax payments.

Through regular financial reviews and ongoing strategy sessions, Travis gained control over his business finances for the first time. He reflected on the moment he met the Red Earth CPA team, saying,

‘I got this whole group of people that are focused on my problem and fixing me.’ What once felt overwhelming and chaotic was now structured, manageable, and most importantly, scalable.”

What’s Next for River Trail Technology?

With a solid financial foundation in place, Travis is now focused on scaling River Trail Technology. His priorities include expanding his team to provide better support services, improving customer experience through proactive security measures, and strengthening marketing efforts to establish River Trail Technology as the trusted IT partner in the region.

Advice from River Trail Technology: Don’t Wait

Travis wants other MSP owners to know: You don’t have to struggle alone.

“You can’t make up for bad data. If you don’t have good financial systems in place, you’re running blind. I should have made this decision earlier instead of hitting roadblocks along the way.”

Are You Ready to Take Control of Your MSP’s Finances?

If your MSP is struggling with financial chaos, take the first step toward clarity, confidence, and growth.

River Trail Technology made the change—and you can too.

Contact Red Earth CPA today to start your journey to financial success.