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CASE STUDIES

At Trade Circle, we don’t just solve problems — we help business owners take back control, achieve clarity, and create lasting results. These case studies highlight the measurable outcomes we’ve delivered for our clients.

1.

DEBT COLLECTION
OVERHAUL

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A large plastering contractor approached Trade Circle with over $1.1 million in overdue receivables and no formal debtor management process.

2.

BOOKKEEPING & ADMINISTRATIVE RELIEF

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A residential plumbing business owner was overwhelmed; managing quoting, scheduling, admin and tools, all while juggling a young family.

3.

REDUCING REVENUE DEPENDENCY 

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A contractor derived 85% of revenue from a single client, leaving the business vulnerable despite profitability.

4.

PROCUREMENT & SUPPLIER DIVERSIFICATION

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A contractor heavily relied on a single supplier and rarely reviewed pricing or alternatives.

5.

DATA-DRIVEN HIRING DECISIONS

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Our client wanted to grow their team but lacked the confidence to hire based on anything more than instinct.

6.

INSURANCE RISK EXPOSURE RESOLVED 

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An electrical contractor relied on a longstanding broker who failed to adapt coverage to the business's growth and risk profile.

7.

UNLOCKING VALUE WITH TRUSTED ADVICE

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A retiring business owner continued to rely on the same accountant of 25 years, despite significant changes to both his business and personal financial structure.

8.

WORKPLACE MISCONDUCT & HR POLICY IMPLEMENTATION

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A serious workplace incident occurred when our client's employee verbally abused a project manager, leading to the employee being banned from the site.

9.

CHALLENGING POOR ADVISORY & REFRAMING BUSINESS DIRECTION 

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Our clients were relying on a tax accountant for operational advice and being misled into believing the business was performing well.
 

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