Case Study: Headroom Bar & Social achieves organized finances and smarter spending with QuickBooks Live

QuickBooks Live helps jazz club owners harmonize spending and accounts

Headroom Bar & Social is a live-jazz venue run by Beverly Williams, a former software development manager who now books talent and oversees the business. After helping prepare the owners’ taxes and digging through incomplete bank statements, Beverly realized the club lacked a single financial source of truth—making it hard to categorize transactions, manage many 1099 musicians, and plan cash flow.

Beverly engaged QuickBooks Live and worked with a dedicated bookkeeper to establish accurate books using bank statements, payroll reports, and past tax returns, and to set up 1099s for performers. The bookkeeping clarified spending, improved projections, prevented unnecessary purchases (they prioritized essentials like toilet paper over extra liquor), and gave Beverly the ongoing guidance and confidence to make informed business decisions.

Headroom Bar & Social

Beverly Williams

Headroom Bar & Social