QuickBooks
45 Case Studies
A QuickBooks Case Study
Jones Coffee Roasters is a family-owned coffee company rooted in a 150‑year legacy and formally founded in 1993. Supplying clients like Caltech and NASA’s Jet Propulsion Laboratory and operating seven retail locations, the business grew 10–18% annually for 25 years — but rapid expansion across roasting, wholesale and retail created cash‑flow strain and accounting complexity that made it hard to monitor margins by business segment.
To regain control they hired a controller and implemented QuickBooks Desktop Enterprise for Manufacturing and Wholesale, using classifications and subclassifications to produce financials for each segment and store and leveraging invoicing and ACH features to speed collections. The changes clarified costs, improved cash flow management and reporting, and helped sustain steady growth while the company continued to focus on its local, community-driven brand.
Chuck Jones
Owner