Industry: Undisclosed
Annual Revenue: $14M
Annual Cash Flow Improvement: $700k
Annual Engagement Fee: $150k
Situation: CPA Prepared Status Quo Tax Return
What We Did:
Results: YoY Improvements
Industry: Real Estate
Annual Revenue: $400M
Annual Net Income Improvement: $2.5M
Project Based Engagement Fee: $90k
Situation: Lack of Departmental Alignment, Resulting in Delayed and Inaccurate Financial Statements.
What We Did:
Results: YoY Improvements
Industry: Undisclosed
Annual Revenue: $11M
Annual Net Income Improvement: $440k
Project Based Engagement Fee: $50k
Situation: Lost Revenue Due to Billing Methodology
What We Did:
Results: YoY Improvements
Industry: Healthcare
Annual Revenue: $150M
Annual Net Income Improvement: $1.5M
Project Based Engagement Fee: $75k
Situation: Prohibitively Expensive Health Insurance Renewal
What We Did:
Results: YoY Improvements
Industry: Healthcare
Annual Revenue: $100M
Annual Net Income Improvement: $4M
Project Based Engagement Fee: $80k
Situation: Out of Covenant Compliance Due to Delayed Audit (2020 - 2022)
What We Did:
Results: YoY Improvements
Industry: Undisclosed
Projected Annual Revenue: $15M
Annual Net Income Improvement: NA
Annual Engagement Fee: $120k
Situation: Funding Required for Footprint Expansion
What We Did:
Results: YoY Improvements
Industry: Education
Legacy Annual Revenue: $8M
Annual Net Income Improvement: $1.5M
Annual Engagement Fee: $120k
Situation: Well Established, Multi Location Enterprise; Operating Below Optimal Capacity
What We Did:
Results: YoY Improvements
Industry: Hospitality
Annual Revenue: $10M
Annual Net Income Improvement: $500k
Project Based Engagement Fee: $50k
Situation: Resource Optimization
What We Did:
Results: YoY Improvements
Industry: Technology
Annual Revenue: $20M
Annual Net Income Improvement: $600k
Annual Engagement Fee: $120k
Situation: Technology Enterprise Requiring Capital for Future Growth
What We Did:
Results: YoY Improvements
Industry: Manufacturing
Annual Revenue: $10M
Cash Velocity Improvement: $750k
Project Based Engagement Fee: $25k
Situation: Manufacturing Enterprise with Bloated Conversion Cycle
What We Did:
Results: YoY Improvements