Case Studies
Real Results, Real Impact
See how we've helped businesses save money, stay compliant, and grow with confidence.
tax$42,000 Saved
Tax Savings Overhaul for Green Leaf Cafe
A popular Austin restaurant was overpaying taxes by $18,000 annually. We restructured their entity, optimized deductions, and re-filed amended returns for two prior years.
Result: Saved $18,000 in annual taxes plus $24,000 in refunds from amended returns.
payroll0 Errors
Payroll Migration for TechVantage Solutions
A fast-growing SaaS company with 45 employees needed to migrate from a legacy payroll system. We handled data migration, tax setup, and employee onboarding in 3 weeks.
Result: Zero payroll errors in 18 months. 100% on-time tax filings.
bookkeeping$31,000 Recovered
Bookkeeping Cleanup for Park Retail Group
A multi-location retail chain had 3 years of unreconciled books. Our team reconstructed records, reconciled 5,000+ transactions, and implemented ongoing processes.
Result: Clean books in 6 weeks. Identified $31,000 in missing vendor credits.
auditClean Audit
Audit Defense for Rodriguez Construction
A commercial contractor faced an IRS audit. We prepared all documentation, reconstructed audit trails, and represented the client through the full process.
Result: Audit closed with zero findings. No additional tax liability.
advisory$50K Savings
Financial Reporting for BrightPath Dental
A dental practice with 3 locations needed clear financial visibility. We built custom KPI dashboards and monthly reporting packages.
Result: Owner identified $50K in annual cost savings within the first quarter.
bookkeeping45% Faster
QuickBooks Migration for Statewide Logistics
A logistics company migrating from spreadsheets to QuickBooks Online. We configured their chart of accounts, migrated 2 years of data, and trained staff.
Result: 45% reduction in monthly close time. Real-time financial visibility.