Case studies
Client Results
Every engagement below started with a real problem: books that had not been reconciled in years, a notice with a deadline attached, or a lender asking for statements that did not exist yet. Each study walks through the situation, the approach we took and why, the work performed, and the outcome with the numbers attached. Client names are left out; the facts, filings, and figures are not.
How a Construction Company Cleaned Up Two Years of Books and Financed New Equipment
At the first meeting, the owner said the same thing most contractors say: "my bookkeeper quit and I'm behind." What he actually meant, once we pulled the QuickBooks Desktop file, was that no one had reconciled a bank account since the...
Read the case studyE-Commerce RetailHow an E-Commerce Company Resolved Multi-State Sales Tax Exposure
The owner came to us saying she had received "some notices from a couple of states" and wanted help responding to them. What she actually had was a Wayfair economic nexus problem across eleven states, none of which she was registered in...
Read the case studyMedical PracticeHow a Medical Practice Elected S Corporation Status and Set Defensible Compensation
The physician who came to us said, "my friend told me I should be an S corp," which is how roughly half of these engagements start. What she actually had was a single-member LLC reporting on Schedule C, net income of about $410,000, and...
Read the case studyRestaurant and HospitalityHow a Restaurant Group Resolved Unpaid Payroll Taxes and an IRS Collection Notice
The managing partner said, "we got a letter from the IRS about payroll taxes" and asked if we could just write back and explain the situation. What he actually had was three quarters of unpaid Form 941 liabilities across two of his three...
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