Client outcomes

What 'proactive' actually looks like.

Real clients. Real numbers. Names changed for privacy.

S-Corp Owner $1.4M Revenue

Marketing Agency Owner

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

  • ●Restructured compensation to optimize S-Corp savings
  • ●Implemented retirement plan strategy
  • ●Recharacterized $40K in expenses properly

Result

$43,000 saved in year one

Real Estate Investor $2.1M Portfolio

BRRRR Strategy Investor

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

  • ●Executed cost segregation studies on 4 properties
  • ●Rebuilt basis schedules from acquisition docs
  • ●Restructured entity ownership for liability protection

Result

$127,000 accelerated depreciation

Multi-Entity Owner $3.2M Combined Revenue

Professional Services + Real Estate

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

  • ●Consolidated all entities under one strategy
  • ●Dissolved dormant partnership (saving $800/yr in fees)
  • ●Optimized intercompany management fees

Result

$67,000 tax reduction + simplified filings

S-Corp Owner $890K Revenue

IT Consulting Firm

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

  • ●Implemented monthly close and financial review
  • ●Built quarterly tax projection model
  • ●Identified $15K in missed deductions from prior year

Result

Zero surprise bills + $15K amended return

What clients say

"

Their strategic tax planning saved me over $47,000 in the first year alone. They identified deductions and strategies I never knew existed.

Real Estate Developer

"

The cost segregation study was incredible. I was able to accelerate $380,000 in depreciation. The ROI on their service was over 20:1.

Commercial Property Owner

"

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.

E-commerce Business Owner

"

Having their fractional CFO service is like having a senior financial strategist without the six-figure salary. The insights go far beyond basic accounting.

Tech Startup Founder

"

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.

Manufacturing Company Owner · Client since 2019

Ready for results like these?

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