Clients come to us with a variety of problems we solve everyday.
Here are 5 case studies to illustrate the breadth of how we help
CPA was a long time, trusted family friend who’d grown increasingly non-responsive. Unable to get answers, clients were stalled in their decision making and never knew what to expect when…
Client’s company was once part of a conglomeration of companies, partnered by 3 individuals with several shared resources between them until one organization was offered an M&A into a larger…
Client ran payroll in a non-compliant way for some time – until letters from the IRS got their attention. Client attempted to do the right thing, signed up for payroll…
Ownership decided they wanted to retire and that selling the business was the best way to accomplish this. But the business was evaluated and the report was extremely disappointing…
Sometimes leaders don’t clearly understand the technical or operative information harvested from good financial reporting. Nonetheless, this leader intuited a need for it. This is the intuition you need to…
