Client results
Case studies
Real results from real clients. Names are kept private, but the numbers are real.
Real estate developer & investor
$1.2M
Off the tax bill in one year
Cost segregation, a deferred gain on a sale and corrected past returns, working together.
Read the case study →Real estate partnership
$1.7M
Missed depreciation, found during tax prep
Nine years of ownership changes traced, every partner's basis corrected, and the catch-up claimed in one year.
Read the case study →Growing contractor
$150K → $5M+
From no systems to job costing
Caught up the books, set up job costing and got billing current as the company grew.
Read the case study →Forensic accounting
2 findings
What the opposing party's books didn't show
An asset buried in cost of goods sold and an account never disclosed to the court, found during a business valuation.
Read the case study →Property management company
45 properties
From launch to 45 doors in year one
Accounting built from scratch and the team trained on Guesty, Lodgify, Buildium and AppFolio.
Read the case study →Established contractor
$4M → $9M
Scaling up with books that keep pace
Book reviews and consulting while revenue more than doubled.
Read the case study →Vacation rental
284 nights
Standing out in a saturated Tahoe market
284 nights booked in year one, then amenities and room for groups of up to 16 when the market saturated.
Read the case study →New business
~2 months
From business plan to SBA funding to profit
Built the plan, got it approved for SBA funding, and planned the first years. Profitable soon after launch.
Read the case study →Want results like these?
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