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Proof in the numbers.

54 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.

All 54 Case Studies

Multi-Location Retail, 18 Months of Books Rebuilt in 7 Days
SaaS Startup, Monthly Close Rebuilt from 2 Days to 4 Hours
4-Physician Medical Practice, Provider-Level Revenue and AR Recovery
Restaurant Group, 3 Years of Errors Corrected, State Audit Passed Clean
E-Commerce Seller, 2 Years Mixed Books Rebuilt, $24K Tax Saved
Construction Company, Worker Misclassification, Penalty $380K Reduced to $42K
Auto Parts Manufacturer, Capacity Expansion Decision Model
Consulting Firm, Partner-Level Revenue and Utilization Forecast
Real Estate Investor, 15-Year Portfolio Cash Flow Model
3-Physician Medical Clinic, First Formal Operating Budget
6-Person Freelance LLC, Government Contract Financial Package
340-SKU E-Commerce Brand, Inventory and COGS Budget
Freelance LLC Owner, $89K in Missed Deductions, $14K Annual Tax Saving
S-Corp Design Agency, Reasonable Compensation and $28K Annual Tax Saving
Real Estate Investor, Cost Segregation and $42K Year-One Tax Saving
SaaS Startup, Series A Financial Infrastructure Built in 30 Days
Industrial Manufacturer, Working Capital Turnaround and $420K Cash Released
Retail Franchise, 3-Location Expansion and SBA Capital Strategy
General Contractor, Job-Cost Accounting Built from Scratch
Auto Parts Manufacturer, Standard Costing & $184K Waste Found
Restaurant Group, Food Cost & Labor Tracking by Location
E-Commerce Seller, Multi-Channel Revenue Reconciliation
Independent Consultant, Clean Books for Private Equity Review
Law Firm, IOLTA Trust Account Compliance Built from Scratch
Dental Practice, Insurance Billing Audit, $62K Recovered
Steel Fabricator, 4-Year Restatement, Bank Covenant Breach Prevented
Property Manager, 84 Tenant Deposits Separated Before State Audit
Multi-Location Clothing Retailer, $124K Inventory Gap Reconciled
Independent Designer, 3-Year Cleanup Before S-Corp Election
Immigration Law Firm, Revenue Recognition Corrected, $44K Tax Refund
Cybersecurity Startup, 3-Year ARR Model for $28M Series B
DTC Pet Brand, 5-Year Revenue Model for Private Label Launch
Multi-Specialty Clinic, Physician Expansion Decision Model
Franchise Retailer, New Market Entry Model, Kansas City Expansion
Commercial Contractor, Backlog & Cash Flow Forecast Finds $680K Gap
Boutique Hotel & Venue, 3-Year Seasonal Forecast, $180K Repricing Gain
Precision Parts Manufacturer, Shop Running at 112% Capacity
B2B SaaS, Headcount Budget Extends Runway from 18 to 26 Months
Commercial Contractor, First Budget in 14 Years Finds $1.2M Receivables Problem
Specialty Running Store, Open-to-Buy Budget Cuts Markdown Losses $68K
Residential Developer, 42-Unit Pro Forma, $8.4M Construction Loan Approved
Creative Agency, Survival Budget When 38% of Revenue Walked Out
Metal Fabrication, R&D Tax Credit Found, $94K Recovered
Software Agency, QSBS Election & Section 199A, $32K Annual Saving
Plumbing & HVAC Contractor, S-Corp Restructure Saves $44K Annually
Amazon FBA Seller, Sales Tax Nexus Resolved in 11 States, $38K Waived
Pediatric PT Practice, Augusta Rule + HRA + Pension = $54K Annual Saving
Boutique Hotel, Cost Segregation Generates $124K Year-One Tax Saving
Ambulatory Surgery Center, Payer Mix Optimization, $2.1M Revenue Uplift
Multifamily Developer, Preferred Equity Structure Closes $42M Deal
DTC Beauty Brand, LTV/CAC Fixed from 1.18x to 3.41x Before Series A
Commercial Roofing, Bond Limit Tripled from $800K to $2.4M
Resort & Spa, RevPAR Improved 34% in 18 Months, $1.8M Revenue Gain
Consulting Network, Equity Structure & Clean Exit Plan for 4 Partners