Real clients. Real numbers. Names changed for privacy.
Situation:
Paid herself a $200K salary with no strategy. Previous accountant never mentioned reasonable comp. Was overpaying self-employment taxes for years.
What We Did:
Result:
$43,000 saved in year one
Situation:
8 rental properties across 3 LLCs. No cost segregation. Basis tracking was a mess. Previous CPA just filed returns without any planning.
What We Did:
Result:
$127,000 accelerated depreciation
Situation:
Consulting S-Corp, property holding LLC, spouse's business, and a dormant partnership. Four different preparers. No coordination. Leaving money everywhere.
What We Did:
Result:
$67,000 tax reduction + simplified filings
Situation:
Scaling fast but flying blind. No monthly financials. Made estimated payments based on "gut feel." Got hit with a $28K surprise bill in April.
What We Did:
Result:
Zero surprise bills + $15K amended return
"Their strategic tax planning saved me over $47,000 in the first year alone. They identified deductions and strategies I never knew existed."
"The cost segregation study was incredible. I was able to accelerate $380,000 in depreciation. The ROI on their service was over 20:1."
"They cleaned up three years of chaos in just a few weeks. Now I get monthly reports I can actually understand and use to make real decisions."
"Having their fractional CFO service is like having a senior financial strategist without the six-figure salary. The insights go far beyond basic accounting."
"After working with three different accounting firms over ten years, I finally found a partner who gets it. They're proactive, responsive, and they actually explain things in plain English. I've recommended them to at least five other business owners."
Every engagement starts with a short intake so we can prepare. We'll review your situation and reach out to schedule a conversation if there's a fit.
Schedule a Strategy Call