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You don’t have to navigate your business finances alone. Whether you’re just getting started, need help getting your books in order, or want ongoing financial support, Umanzor Financial Services is here to help—with personalized service, honest guidance, and no pressure. Reach out today and let’s find the right solution for your business.

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Refyned Auto Solution

Services we provided:

    Backlog Bookkeeping

    Complete Financial Management & Payroll

    Profit & Loss Statement

    Balance Sheet

    Sales Tax and Franchise Tax Reporting

Task

Refyned Auto Solutions, a Houston-based mobile auto detailing business, came to Umanzor Financial Services while managing a rapidly growing operation and trying to stay focused on serving customers and increasing sales. Behind the scenes, the business had accumulated more than 1,000 unsorted credit and debit transactions across eight months, with none of the transactions categorized or reconciled.

This made it difficult for the owner to clearly understand where the business stood financially. Expenses were not properly organized, financial reports were unavailable, and the owner was carrying the responsibility of managing the books, payroll, and other financial tasks while also trying to run and grow the business. The immediate priority was to get eight months of financial activity organized, accurate, and audit-ready for potential review, while creating a system that would prevent the books from falling behind again.

Solution

Umanzor Financial Services first tackled the bookkeeping backlog, organizing and categorizing 1,000+ transactions in just one month. We reconciled the accounts, reviewed and corrected discrepancies, identified duplicates and miscategorized transactions, properly recorded transfers, and brought the eight months of financial records up to date. We then prepared monthly Profit & Loss Statements, Balance Sheets, and Cash Flow Statements, giving the owner a clear picture of the company's financial performance and financial position.

Following the cleanup, Refyned Auto Solutions transitioned into our Complete Financial Management & Payroll package. Umanzor Financial Services took over the ongoing financial responsibilities, including monthly bookkeeping and reporting, processing payroll for the company's employees, paying the owner's salary, and managing payments and tracking for contractors. With the financial workload off the owner's shoulders, they were able to focus more on operations, customers, and sales while gaining greater confidence and peace of mind knowing their finances were being professionally managed.

From January through March 2026, Refyned Auto Solutions experienced a 10% increase in sales, while the owner gained more time to focus on growing the business and a clearer understanding of the company's financial performance through consistent monthly reporting.

Thank you, Umanzor Financial Services!

“Umanzor Financial Services has made managing my business finances a lot easier. They keep my books organized, handle payroll, and give me clear reports so I actually understand how my business is doing. It’s saved me time and taken a lot of stress off my plate.”

Vladimir Nava

Business Owner, Refyned Auto Solution

Refyned Auto Solutions is a great example of how organized financial management can give a business owner the freedom to focus on what matters most—running and growing the business. By turning months of unfinished bookkeeping into organized, reliable financials and taking over the ongoing bookkeeping, payroll, and reporting responsibilities, Umanzor Financial Services helped create greater clarity, confidence, and peace of mind while giving the owner more time to focus on customers, operations, and sales.

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