Multi-business entrepreneur: real estate and restaurants
Client: Jean D., owner of several commercial premises, a café and a small restaurant in the city centre.
Background
Jean runs several types of business:
- Renting out 3 commercial buildings to craftspeople and shops.
- A café serving light meals.
- A small neighbourhood restaurant with staff to manage.
Before Dirigeoo:
- Management scattered across spreadsheets, till software, bank statements and paper invoices.
- Complex cash flow tracking: flows from rent, daily sales and expenses all got mixed up.
- Lengthy and risky tax preparation, especially with income from different sources.
The problem
- Financial complexity: multiple flows (rent, sales, supplier costs, salaries) that were hard to track.
- Late payments and uncontrolled spending: unpaid rent or unexpected costs in the restaurants.
- Poor visibility of overall performance: no way of knowing which venue was profitable, or which building generated the most.
- Tax stress: accounting and tax obligations scattered and difficult to anticipate.
The Dirigeoo solution
- All data centralised:
- Building rents, café and restaurant sales, expense reports, supplier invoices.
- Multi-business dashboards:
- An overall view of revenue, expenses, cash flow and margins for each business.
- Detailed charts for each venue and building.
- Automation and alerts:
- Notifications for unpaid rent, supplier deadlines or salaries due.
- Corporate tax simulator and tax support:
- A simple tax estimate covering all his businesses.
- Personalised advice to optimise tax and profitability.
Results
- Time saved: several hours less day-to-day admin, with no more juggling between different spreadsheets and software.
- Better visibility: Jean can instantly see how each business is performing and anticipate expenses.
- Financial optimisation: the most profitable venues identified, and fewer unexpected costs.
- Tax peace of mind: simple tax simulation and automatic alerts to meet every deadline.
Testimonial
“Before Dirigeoo, I spent hours compiling my invoices and sales. Today, everything is centralised and clear: I know exactly what each building and each restaurant brings in. I can finally focus on growing my business.”
Jean D.