Case Studies
Case Studies
Case Studies
Our Works
Our Works
Our Works
Our Success Stories
Discover how we’ve helped businesses and organizations achieve remarkable results.
Tax Preparation
Trust & Estate
Filed a final 1041 and delivered K-1s on time.
We organized the records, confirmed basis step-ups, and filed a clean return so every beneficiary received accurate K-1s early.
Bookkeeping & Payroll
Nonprofit
Cleaned five years of books and restored audit readiness.
We rebuilt ledgers, reconciled grants, and documented controls so the organization filed on time and kept funding moving.
Tax Planning
Retail Shop
Helped a Chicago retailer lower taxes and smooth cash flow
We aligned payroll and draws, fixed inventory accounting, and set quarterly reviews—reducing surprises at year-end.
IRS Resolution
Individual
Closed a CP2000 notice with lower balance and terms.
We verified the mismatch, assembled proof, replied on deadline, and arranged fair payment terms—so the client never called the IRS.
Testimonials
What Our Clients Say
“They turned our chaotic books into a clear plan, reduced taxes significantly, and gave me confidence every quarter.”
Vika N.
Founder, Retail Group
“Proactive planning, rapid responses, this team saved cash and headaches for our startup during a tough year.”
Adrian B.
CEO, Tech
“When the IRS letter arrived, they handled everything gracefully, resolved it fast, and taught us habits going forward.”
Anna W.
COO, E-commerce
“Their fractional-CFO mindset improved pricing, cash flow, and forecasting; we make decisions using numbers instead of gut feelings.”
Marlo F.
CEO, Construction
“Year-round check-ins keep us accountable; tax season became boring, predictable, and profitable—exactly how a professional relationship should feel.”
John R
Co-Owner, Manufacturing Firm
Testimonials
What Our Clients Say
“They turned our chaotic books into a clear plan, reduced taxes significantly, and gave me confidence every quarter.”
Vika N.
Founder, Retail Group
“Proactive planning, rapid responses, this team saved cash and headaches for our startup during a tough year.”
Adrian B.
CEO, Tech
“When the IRS letter arrived, they handled everything gracefully, resolved it fast, and taught us habits going forward.”
Anna W.
COO, E-commerce
“Their fractional-CFO mindset improved pricing, cash flow, and forecasting; we make decisions using numbers instead of gut feelings.”
Marlo F.
CEO, Construction
“Year-round check-ins keep us accountable; tax season became boring, predictable, and profitable—exactly how a professional relationship should feel.”
John R
Co-Owner, Manufacturing Firm
“They turned our chaotic books into a clear plan, reduced taxes significantly, and gave me confidence every quarter.”
Vika N.
Founder, Retail Group
“Proactive planning, rapid responses, this team saved cash and headaches for our startup during a tough year.”
Adrian B.
CEO, Tech
“When the IRS letter arrived, they handled everything gracefully, resolved it fast, and taught us habits going forward.”
Anna W.
COO, E-commerce
“Their fractional-CFO mindset improved pricing, cash flow, and forecasting; we make decisions using numbers instead of gut feelings.”
Marlo F.
CEO, Construction
“Year-round check-ins keep us accountable; tax season became boring, predictable, and profitable—exactly how a professional relationship should feel.”
John R
Co-Owner, Manufacturing Firm
“They turned our chaotic books into a clear plan, reduced taxes significantly, and gave me confidence every quarter.”
Vika N.
Founder, Retail Group
“Proactive planning, rapid responses, this team saved cash and headaches for our startup during a tough year.”
Adrian B.
CEO, Tech
“When the IRS letter arrived, they handled everything gracefully, resolved it fast, and taught us habits going forward.”
Anna W.
COO, E-commerce
“Their fractional-CFO mindset improved pricing, cash flow, and forecasting; we make decisions using numbers instead of gut feelings.”
Marlo F.
CEO, Construction
“Year-round check-ins keep us accountable; tax season became boring, predictable, and profitable—exactly how a professional relationship should feel.”
John R
Co-Owner, Manufacturing Firm
“They turned our chaotic books into a clear plan, reduced taxes significantly, and gave me confidence every quarter.”
Vika N.
Founder, Retail Group
“Proactive planning, rapid responses, this team saved cash and headaches for our startup during a tough year.”
Adrian B.
CEO, Tech
“When the IRS letter arrived, they handled everything gracefully, resolved it fast, and taught us habits going forward.”
Anna W.
COO, E-commerce
“Their fractional-CFO mindset improved pricing, cash flow, and forecasting; we make decisions using numbers instead of gut feelings.”
Marlo F.
CEO, Construction
“Year-round check-ins keep us accountable; tax season became boring, predictable, and profitable—exactly how a professional relationship should feel.”
John R
Co-Owner, Manufacturing Firm
Testimonials
What Our Clients Say
“They turned our chaotic books into a clear plan, reduced taxes significantly, and gave me confidence every quarter.”
Vika N.
Founder, Retail Group
“Proactive planning, rapid responses, this team saved cash and headaches for our startup during a tough year.”
Adrian B.
CEO, Tech
“When the IRS letter arrived, they handled everything gracefully, resolved it fast, and taught us habits going forward.”
Anna W.
COO, E-commerce
“Their fractional-CFO mindset improved pricing, cash flow, and forecasting; we make decisions using numbers instead of gut feelings.”
Marlo F.
CEO, Construction
“Year-round check-ins keep us accountable; tax season became boring, predictable, and profitable—exactly how a professional relationship should feel.”
John R
Co-Owner, Manufacturing Firm
We Work With
Trusted By
We Work With
Trusted By
We Work With
Trusted By
Ready to Simplify Your Taxes?
Schedule a complimentary consultation. We’ll review your situation, give you a clear plan, and file accurately and on time—with year-round planning, clean books, and fast help for IRS letters.
Ready to Simplify Your Taxes?
Schedule a complimentary consultation. We’ll review your situation, give you a clear plan, and file accurately and on time—with year-round planning, clean books, and fast help for IRS letters.
Ready to Simplify Your Taxes?
Schedule a complimentary consultation. We’ll review your situation, give you a clear plan, and file accurately and on time—with year-round planning, clean books, and fast help for IRS letters.