Case Studies
Client Success Stories
Real results for real estate and construction leaders. See how our integrated approach solves complex financial challenges.
Tax Success Story
Lead: Carrie
Client Profile
Real estate professional with multiple income streams
Industry
Brokerage, investments, and rental properties
“For the first time, we knew where we stood before the year was over.”
Proactive Tax Planning That Eliminated Year-End Surprises
The Challenge
The client had significant income variability, multiple entities, and recurring year-end tax surprises. Prior tax work was reactive, with planning happening too late to make meaningful changes.
Our Approach
Carrie implemented year-round tax planning tied directly to clean financials. Estimated taxes were recalculated proactively, entity-level strategy reviewed, and planning opportunities identified well before year-end.
The Results
Advisory / CFO Success Story
Lead: Steve
Client Profile
Owner-led construction company
Industry
General contracting
“It finally feels like the numbers are working for us, not against us.”
CFO-Level Clarity for a Growing Construction Business
The Challenge
The business was growing quickly but lacked visibility into cash flow, project profitability, and financial priorities. Decisions were being made reactively, and the owner felt stretched thin.
Our Approach
Steve worked directly with ownership to establish a CFO advisory cadence. Clean reporting was paired with cash flow forecasting, KPI tracking, and structured advisory conversations focused on decision-making and execution.
The Results
Accounting & Bookkeeping Success Story
Lead: Soraya
Client Profile
Multi-entity real estate investor
Industry
Property ownership & leasing
“Having clean books every month completely changed how we run the business.”
From Chaotic Books to Clean Monthly Closes
The Challenge
The client managed multiple properties across several entities but had inconsistent bookkeeping, delayed reconciliations, and unreliable financial reports. Month-end closes dragged on for weeks, making cash flow and tax planning difficult.
Our Approach
Soraya led a full cleanup and reset of the client's accounting systems. Transactions were properly coded in QuickBooks, bank and credit card accounts reconciled, payroll and bill pay standardized, and a disciplined month-end close process implemented.
The Results
Assurance & Attest Success Story
Lead: Joey
Client Profile
Asset-heavy real estate operating entity
Industry
Property ownership & development
“The process was clear, professional, and far less stressful than expected.”
Reliable Financial Statements for Lenders and Stakeholders
The Challenge
The client required reviewed financial statements for lenders and stakeholders but struggled with disorganized documentation and unclear expectations in prior engagements.
Our Approach
Joey led the engagement with a clear scope, organized document requests, and disciplined execution. The assurance process was coordinated with the accounting team to ensure accuracy and efficiency.