Owner-led companies past a million in revenue, where the tax bill, the entity structure and the cash cycle have all outgrown the bookkeeping that got them here.
Multiple entities, project timing, contractor payments and cost tracking across long cash cycles.
Owner compensation, utilization and margin, hiring ahead of growth, getting cash out cleanly.
Inventory, sales tax across states, payment fees and the gap between revenue and cash.
Equipment and fuel, payroll, fleet costs and margins that move week to week.
Labor, inventory, location economics and compliance on very thin margins.
Fund accounting, governance, internal controls and reporting the board can follow.
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.
