A restaurant franchise owner wanted to increase tax deductions, manage payroll, and ensure compliance with franchise-related agreements.

A heavy equipment rental business needed a valuation as a part of the owner's divorce proceedings. We helped.

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 social media influencer needed tax advising services to reduce tax liabilities and plan for long-term wealth building. We helped.

A family-owned assisted living facility wanted to expand and attract investors. The owners needed a strategic plan to guide the expansion.

An auto shop struggled with disorganized financial records. The owner needed help tracking expenses. We provided bookkeeping services.

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.

A fitness studio wanted to expand into corporate wellness partnerships. The owner needed a strategic plan to guide expansion, and 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!

A growing digital marketing agency was overpaying in taxes due to an improper business structure. We helped with tax advising.

An organic food grocery store wanted to expand its product offerings and apply for USDA grants, but needed a strategic plan. 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 family-owned assisted living facility wanted a valuation to support its strategic planning and a potential sale. We helped with that.

A subscription-based meal prep company wanted to find the value of the company and attract investors. We helped with that.

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

A commercial janitorial service was struggling with operational issues. The owner wanted a strategic plan to improve profits, and we helped.