Case Studies
Results our clients can take to the bank.
Real problems, fixed calendars and numbers owners finally trust. Here is what changed for five of our clients.
Fieldhouse Coffee Co.
·
Hospitality
Fieldhouse Coffee Co. went from 45-day closes to day 5, across six cafés.
Day 5
Month-end close, down from day 45
Brightwater Labs
·
SaaS & Tech
Brightwater Labs was audit-ready for its Series B in 11 weeks.
11 weeks
From kickoff to clean audit opinion
Meridian Dental Group
·
Healthcare Practices
Meridian Dental Group saved $148K with one entity restructure.
$148K
Tax saved in year one
Hearth & Co.
·
E-commerce
Hearth & Co. cleared sales tax exposure in 31 states before it became a problem.
31
States reviewed and registered
Oakfold Partners
·
Real Estate
Oakfold Partners now reports 22 property entities in one monthly pack.
22
Entities on one close calendar