Our Clients

Our clients represent a wide range of industries, entities, and stages in their businesses, and with that a wide range of needs. Construction & Manufacturing have been two of our prevalent industries, but also have many personal services, restaurants, non-profits, and retail customers. We have helped our clients start up their business, set up their books, train them to use their software and target their markets, then grow their business and increase their bottom line. We help them to the phase that they can no longer do it all themselves and help them deal with the growth. Helping with payroll, bookkeeping and taxes while avoiding costly mistakes and penalties, all the while providing them with guidance to help them "manage the monster" until it stands on its own. Eventually they come to us and ask our help to create an exit plan. Identifying the options and helping them weigh the best choices, the tax ramifications of each and the best timing to maximize their benefit. Every step of the way, we are there for them. In a world short of affordable resources, wouldn't it be nice to have a team of business experts to lean on, someone to turn to and help guide you to financial freedom and peace of mind.

Here is a few examples of many of the pain points we have helped our clients overcome.

  1. Some of our clients have come to us with an idea & a desire to "go out on their own". We help them make that happen.
  2. Some of their businesses were exploding and missing out on additional opportunities. They needed someone to handle the bookkeeping, because doing it all themselves was no longer cutting it, and they weren't ready to hire a full time bookkeeper, or train someone else to do what they had been doing. We help them with either doing the work ourselves or helping find and train someone that can.
  3. Many of our clients were doing it all themselves, but didn't realize that because of the software, they were reporting twice as much sales to Department of Revenue and paying too much Sales Tax. We have amended many of DOR reports where errors have been made and saved several of our clients thousands of dollars, set up their program to correctly account for them, and train our clients to ensure that they are calculating the amount correctly.
  4. We have helped many that were tired of paying penalties and were continuously behind. We helped them get caught up and stay caught up for less money than they were paying in penalties.
  5. Some needed advice and help in switching to an S-Corp. We have helped many in that transition and helped them see the tax savings that would provide.
  6. We have had a few clients who wanted help in increasing their bottom line. We would analyze their numbers, compare them to industry standard and "best in class", to find out what areas they could improve and help them create a budget and a plan so they could improve their bottom line. We have helped many get back on track.