Case Studies | Accountant For All

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45 real engagements across every service we offer. Browse by category and open any study to see the situation, what we did, and the measurable result.

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45 case studies

$2.2MRevenue Rebuilt

Properly categorized

18 MonthsBooks Rebuilt

46%Gross Margin

7 DaysDelivered

Bookkeeping · Retail · Austin, TX

Multi-Location Retail, 18 Months of Books Rebuilt in 7 Days

4-store Austin LLC, 18 months unreconciled. Rebuilt from bank statements. Audit-ready P&L, Balance Sheet & Cash Flow delivered in 7 days.

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$2.4MARR

Annual run rate

4 HoursMonthly Close

80.4%Gross Margin

ASC 606Revenue Recog.

Bookkeeping · Technology · San Francisco, CA

SaaS Startup, Monthly Close Rebuilt from 2 Days to 4 Hours

SF C-Corp, 22 staff. Close time 2 days to 4 hours. ASC 606 implemented. Series A at $14M valuation supported with clean data room.

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$3.7MTotal Collections

FY 2024

94.2%Collection Rate

38 DaysCollection Cycle

$84KAR Recovered

Bookkeeping · Healthcare · Nashville, TN

4-Physician Medical Practice, Provider-Level Revenue and AR Recovery

Nashville PLLC, 4 physicians. Recovered $84K stale AR. Collection cycle 62 to 38 days. Provider-level reporting built.

5 DaysCleanup Time

RefundAudit Outcome

Cleanup · Hospitality · Chicago, IL

Restaurant Group, 3 Years of Errors Corrected, State Audit Passed Clean

3-location Chicago S-Corp, 412 errors across 3 years, state sales tax audit. Complete cleanup in 5 days. Audit closed zero penalties.

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$1.75MRevenue Restated

2-year correction

$42KPersonal Items Removed

$24KTax Saved

4 StatesNexus Resolved

Cleanup · E-Commerce · Seattle, WA

E-Commerce Seller, 2 Years Mixed Books Rebuilt, $24K Tax Saved

Seattle Shopify and Amazon LLC, mixed personal and business, wrong COGS, 4-state sales tax issues. Rebuilt in 2 weeks. $24K tax saved.

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34Workers Reclassified

From 1099 to W-2

$42KVCSP Settlement

89%Penalty Reduction

ResolvedIRS Notice

Cleanup · Construction · Houston, TX

Construction Company, Worker Misclassification, Penalty $380K Reduced to $42K

Houston C-Corp, 34 workers misclassified as 1099 for 3 years. VCSP filed. Penalty reduced from $380K to $42K. IRS notice closed.

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$3.8MCurrent Revenue

Yr 1 baseline

$5.6MYr 3 Base Proj.

36%Gross Margin

SBA ApprovedOutcome

Forecasting · Manufacturing · Detroit, MI

Auto Parts Manufacturer, Capacity Expansion Decision Model

Detroit S-Corp, $3.8M revenue, $2.4M capex decision. 5-year 3-scenario model built. SBA application package prepared. Loan approved.

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$4.2MRevenue Target

FY 2025

82%Utilization Target

43%Gross Margin

6Hires Modeled

Forecasting · Professional Services · New York, NY

Consulting Firm, Partner-Level Revenue and Utilization Forecast

NYC 18-person consulting LLC. Bottom-up model by grade and utilization. Ended 3 years of partner disputes. 6 hires modeled and approved.

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7.8%Avg Cap Rate

vs 6.2% market

$524KTotal Annual NOI

45%Portfolio LTV

$124KRefi Unlocked

Forecasting · Real Estate · Phoenix, AZ

Real Estate Investor, 15-Year Portfolio Cash Flow Model

Phoenix investor, 8 rentals across 3 LLCs. Consolidated model built. 2 underperformers restructured. $124K refi unlocked. Portfolio to $7.4M projected.

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