ALL CASE STUDIES
Browse Every Client Story
Filtered by nothing but results — every engagement across six industries.
10
Construction & Trades
Bid Pricing Backed by Real Job Cost Data
Historical job costing data helped a specialty electrical contractor stop underbidding competitive jobs.
11%average margin improvement
11
Real Estate
From Spreadsheets to a Real Reporting System
A property management firm replaced manual spreadsheets with automated monthly reporting across 40+ units.
40+units under managed reporting
12
Restaurants & Hospitality
Rescuing a Restaurant Group From an IRS Notice
A prior payroll tax error triggered an IRS notice. We resolved it and rebuilt compliant reporting going forward.
$0penalties owed after resolution
THE NUMBERS BEHIND THE STORIES
Results That Compound Across Every Engagement
$200M+
in tax savings identified across all client engagements
2,000+
businesses served across six core industries
98%
client retention rate year over year
2 wks
average time to fully onboard a new client