How Hiline's Complete Financial Ecosystem Powered PDO Max's Growth

About PDO Max

PDO Max is an aesthetic medical device company specializing in PDO threads – dissolvable sutures used in med spas and medical practices across the United States to perform non-surgical facelifts. The company has grown to seven full-time employees, supported by approximately 10 independent sales representatives and 25 trainers nationwide. In recent years, PDO Max has expanded its product line to include cosmetics and serums, and is now preparing to launch direct-to-consumer offerings.

The Challenge

As a growing medical device company with limited internal financial expertise, PDO Max needed more than just basic accounting support – they required a comprehensive financial operations ecosystem that could scale with their ambitions. With Juliana's background in business management rather than finance, the company's disconnected systems of manual spreadsheets and basic QuickBooks created informational silos that hindered decision-making. This fragmented approach became increasingly problematic as they expanded their product line, built a nationwide network of sales representatives and trainers, and prepared to enter direct-to-consumer markets.

The Solution

Rather than implementing standalone solutions, Hiline designed a complete, interconnected and strategic financial ecosystem tailored specifically for PDO Max's unique needs in the medical device industry – a unified platform where bookkeeping, financial reporting, HR, and business intelligence work seamlessly together, providing real-time visibility across the entire business. The system included:  

1. Strategic Inventory Management

Hiline connected PDO Max to Zoho for inventory management and sales tracking, specifically calibrated for a medical device company's requirements. The system gave real-time visibility into inventory levels across locations, automating purchase orders, and tracking lot numbers for regulatory compliance. It also integrated seamlessly with their sales pipeline, ensuring accurate forecasting and preventing stockouts of their specialized medical products.

2. Integrated HR and Payroll Solutions

The Gusto integration wasn't just for payroll – it became part of the complete ecosystem, supporting PDO Max's complex workforce structure of employees and nationwide independent contractors while connecting directly to the financial systems.

3. Automated Accounts Payable Workflow

Bill.com implementation created a digital approval and payment workflow that integrates with the core accounting systems, automating previously manual processes and creating a complete procure-to-pay solution.

4. Comprehensive Multi-State Tax Management

As PDO Max expanded across state lines hitting new tax nexus qualifications – and continues to expand for their move into direct-to-consumer products – Hiline implemented Avalara as part of the ecosystem, automating the complex determination of taxability for medical devices across different jurisdictions while feeding directly into financial reporting systems.

The Results

The integrated financial ecosystem Hiline created has transformed PDO Max from a company with disjointed financial processes to one with a solid foundation for significant business growth:

• Accelerated national expansion powered by interconnected financial systems
• Seamless tracking across business divisions as PDO Max diversifies product lines
• Confidence to enter direct-to-consumer markets with robust financial infrastructure
• Complete visibility across all financial operations in one unified system
• Ability to make data-driven decisions based on real-time financial intelligence

How Hiline Can Support Your Business

If you're a growing business that needs more than just basic accounting support, Hiline offers a complete SMB financial ecosystem. Our integrated approach connects every financial function – from bookkeeping and tax to HR and inventory management – into a unified solution that scales with your business. We architect custom financial infrastructures tailored to your specific industry needs that provide the foundation for sustainable growth.

Get in touch today, and learn how we can help you manage your financial operations more effectively and affordably.

‍