Real Businesses.
Real Numbers.
We'd rather show you what happened for clients like you than tell you what we think we're good at. Here's a look at the outcomes behind a few of our client relationships.
Proof, Not Promises
Anyone can claim to save you money or clean up your books. Below are the actual engagements, the actual numbers, and the actual clients behind them — across six industries and every service we offer.
Measurable Outcomes
Every case study includes a real, quantifiable result — not a vague success story.
Across Six Industries
From construction job costing to healthcare payer-mix forecasting — find one that looks like your business.
Real Clients, On the Record
Named clients and quotes you can verify — not anonymized composites.
Browse Every Client Story
Filtered by nothing but results — every engagement across six industries.
How Fields & Co. Cut Tax Liability by 34% in One Fiscal Year
A restructured entity plan and quarterly tax strategy unlocked six figures in savings within one fiscal year.
Rebuilding Reyes Construction's Books From Scratch
Outsourced bookkeeping and job-cost reporting gave leadership real-time visibility into margins for the first time.
A Fractional CFO Model for a Growing Practice
Cash flow forecasting and payer-mix analysis helped the practice open a second location a year ahead of plan.
Turning a Solo Consultancy Into a Scalable Firm
Clean monthly reporting and cash flow visibility gave the founder the confidence to bring on her first two hires.
Entity Restructuring Across a 14-Property Portfolio
A holding company structure and depreciation strategy reduced the owner's effective tax rate significantly.
Multi-Location Payroll Without the Headaches
Centralized payroll and tip reporting across four locations cut administrative time dramatically.
Cleaning Up Sales Tax Across 9 States
A multi-channel e-commerce brand had unknowingly created nexus in nine states. We got them compliant without penalties.
Fixed Fees Replaced an Unpredictable Bookkeeper
Moving from an hourly bookkeeper to a fixed monthly plan gave this agency owner predictable costs and faster closes.
Payer-Mix Forecasting for a Multi-Provider Clinic
Detailed payer-mix modeling helped the practice negotiate better terms with two major insurance providers.
Results That Compound Across Every Engagement
in tax savings identified across all client engagements
businesses served across six core industries
client retention rate year over year
average time to fully onboard a new client