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Case Study: Tax Advising for a Digital Content Creator & Social Media Influencer
A social media influencer needed tax advising services to reduce tax liabilities and plan for long-term wealth building. We helped.

Miranda Kishel
Feb 6


Case Study: Bookkeeping for an Auto Repair Shop
An auto shop struggled with disorganized financial records. The owner needed help tracking expenses. We provided bookkeeping services.

Miranda Kishel
Jan 21


Case Study: Cash Flow Projections for a Boutique Candle Manufacturer
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.

Miranda Kishel
Jan 12


Case Study: Cost Segregation Study for an Assisted Living Facility
An assisted living facility was looking for ways to reduce its tax burden and improve cash flows. We did a cost segregation study.

Miranda Kishel
Dec 19, 2024


Case Study: Cash Flow Projections for a Custom Furniture Business
A custom furniture business struggled with cash shortages due to long production times. We helped make cash flow projections.

Miranda Kishel
Dec 5, 2024


Case Study: Cash Flow Projections for a Specialty Food Manufacturer
A specialty food manufacturer wanted to expand into national grocery chains but needed cash flow projections to secure a loan. We helped!

Miranda Kishel
Nov 8, 2024


Case Study: Strategic Planning for an Organic Food Grocery Store
An organic food grocery store wanted to expand its product offerings and apply for USDA grants, but needed a strategic plan. We helped.

Miranda Kishel
Oct 16, 2024


Case Study: Business Valuation for a Subscription-Based Meal Prep Company
A subscription-based meal prep company wanted to find the value of the company and attract investors. We helped with that.

Miranda Kishel
Sep 17, 2024


Case Study: Strategic Planning for a Commercial Janitorial Service Business
A commercial janitorial service was struggling with operational issues. The owner wanted a strategic plan to improve profits, and we helped.

Miranda Kishel
Aug 27, 2024


What Is A Business Appraisal And When Do You Need It?
Knowing the exact value of your business helps in making informed decisions, ensuring that every financial move is backed by solid data.

Miranda Kishel
Aug 26, 2024


How To Value A Small Business: 8 Steps For Accurate Results
Knowing how to value a small business can make all the difference in ensuring fair and accurate results.

Miranda Kishel
Aug 26, 2024


The Value of Other People's Money: Should Business Owners Follow Dave Ramsey or Robert Kiyosaki's Advice on Debt?
Discover the value of using other people's money (DEBT) in your small business. Should you follow Dave Ramsey or Robert Kiyosaki's advice?

Miranda Kishel
Jan 15, 2024


10 Must-Read Finance Books for Business Owners
Discover the must-read finance books for business owners! Unlock the secrets to financial success & grow your wealth with these ten titles.

Miranda Kishel
Dec 16, 2023


Microsoft Power BI: Turning Your Data into Interactive Documents and Reports
Handling and interpreting vast amounts of data can be a daunting task without the right tools, but Microsoft Power BI can help.

Miranda Kishel
Oct 27, 2023


Book Review: "Principles: Life and Work" by Ray Dalio
Ray Dalio's "Principles: Life and Work" is more than just a book; it's a treasure chest of insights and wisdom, distilled from a lifetime...

Miranda Kishel
Oct 15, 2023
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