Case Study: Upper Lake Home Goods achieves 40% growth with SCORE Mentors Berks and Schuylkill Cty

Upper Lake Home Goods - Customer Case Study

Upper Lake Home Goods, owned by Karen Levy in Westlake Village, California, needed help getting a better handle on the financial side of the business. Levy was trying to calculate cost of goods sold on her own and wanted an expert to review her numbers, especially as she worked to grow a custom-printed line of gift products.

SCORE Mentors Berks and Schuylkill Cty connected Levy with a CPA-turned-mentor who had experience in accounting and manufacturing. Through regular in-person and email guidance, the vendor helped her refine QuickBooks reports, create accurate cash flow and profit-and-loss statements, and improve inventory management. As a result, Upper Lake Home Goods grew 40% year over year.

Upper Lake Home Goods

Karen Levy

Owner