When business owners talk about valuation, one term tends to dominate the conversation: EBITDA (Earnings Before Interest, Taxes,...

If you're a small business owner trying to understand your company’s financial health—or preparing for a valuation—you've likely come...

A group of medical professionals purchased a building with a state-of-the-art surgery center. We did a cost segregation study to lower taxes

A self-storage facility owner wanted to reduce taxes after a major expansion. We did a cost segregation study.

A home-based candle maker wanted to grow the business into a full-time venture and needed cash flow projections to secure a bank loan.

A fast-growing tech startup needed tax advice to optimize deductions, structure investments, and manage R&D tax credits. We helped.

An assisted living facility was looking for ways to reduce its tax burden and improve cash flows. We did a cost segregation study.

A custom furniture business struggled with cash shortages due to long production times. We helped make cash flow projections.

A specialty food manufacturer wanted to expand into national grocery chains but needed cash flow projections to secure a loan. We helped!

An independent film company needed to know if they could cover production costs of a new film. We helped with cash flow projections.

A franchise owner with six fast food restaurants wanted to reduce taxable income but increase cash flow. We helped with that.

A self-employed personal trainer needed help with tax preparation and struggling to do it all themselves. We helped with that.

A home-based catering business needed tax preparation assistance after a tax issue. We helped with that.

A real estate investor with an office building wanted to maximize depreciation deductions and save taxes. We helped with that.

A luxury hotel with a conference center needed a cost segregation study to maximize tax deductions after a large renovation. We helped.

A car dealership wanted to reduce taxable income and reinvest the savings into showroom upgrades. We helped with a cost segregation study.

The owner of a mixed-use commercial building wanted to maximize tax savings using a cost segregation study. We helped with that.

A medical spa offering aesthetic treatments needed bookkeeping support after struggling to use QuickBooks on their own. We helped with this.

A wedding and event planning company was struggling with tracking deposits and paying vendors on time. We helped with bookkeeping services.

A group of investors were planning a high-end resort complex. We helped with cash flow projections.