Peter Holtz explaining a point in a client conversation
Client stories

Better numbers matter because better decisions follow.

Sample copy, awaiting approved client stories and metrics

Construction & real estate

“We stopped finding out what we owed in April. Now we decide it in September.”
3 entities · Tax strategy + CFO advisory

Professional services

“The books are current, so the conversation is finally about the future.”
$4M revenue · Timely accounting

Logistics

“Peter calls me. That alone was different from every CPA before him.”
60 employees · Profit consulting + advisory
The tax savings

They all start the same way. We look for what you are overpaying.

We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.

Based on the returns we review. What any individual business saves depends on its own circumstances.

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