CASE STUDIES

How we have helped operators close their books, file their taxes, and pass diligence.

Names anonymized when client confidentiality requires it. Numbers and outcomes are real.

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100% US-based accountants

~5 days Typical month-end close

1 team Books, tax, and reporting in sync

Cleaned up two years of misclassified COGS in eight weeks; brand closed a senior debt facility on the new financials.

Stood up subscription revenue recognition, deferred-revenue rollforward, and ARR reporting ahead of an institutional round.

Migrated to three-way IOLTA reconciliations and matter-level profitability — partner draws now reflect actual contribution.

Standardized the chart of accounts, documented intercompany flows, and produced parent-level financials in 45 days.

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