A lumber yard recently acquired an existing business but was struggling with unreliable financial records left by the previous owner.

A small accounting firm with a longstanding client base was preparing for the owner's retirement. We helped with an exit plan.

The owner of a small marina with boat rentals was preparing for retirement and wanted to sell at a high value. We helped with an exit plan.

A family-owned assisted living facility was preparing for an sale as the founders neared retirement. We helped with an exit plan.

A third-generation custom metal manufacturing business was preparing for the owner's retirement. We helped with an exit plan.

A fitness studio chain was preparing for a private equity sale as the owner sought to exit the business and retire.

A software as a service company wanted an exit strategy to prepare for acquisition by a larger tech firm.

Check out this case study and discover how a coffee shop improved profitability through a comprehensive product pricing strategy.

A mobile pet grooming business needed tax prep assistance after experiencing rapid growth. The owner was unsure how to handle deductions.

An e-commerce brand selling homemade decor needed tax prep help after experiencing major revenue growth and new sales tax obligations.

An film production studio needed tax preparation help after realizing they had been missing key tax deductions in previous years.

A food truck needed help with tax preparation after realizing they had overpaid on taxes the previous year due to missing deductions.

A real estate agent & consultant with rental properties needed tax advising to minimize their tax bill. We helped with that.