CLIENT STORIES
The strongest proof of a strategy is the years that follow the first one.
These are named clients with documented outcomes, and each of them has stayed long enough to show what a different structure does when it is given time to compound.
THE NUMBERS
What engagements have produced
$91M
Identified in client savings
Zero
Audits since 2017
$50K to $250K+
Typical year-one savings
5x to 25x
Typical first-year return
STORY CARDS
Medical Professionals & Service Providers
MD, Allergy & Immunology specialist based in Virginia
He redirected money that was headed to the IRS into a $1.2M property in Tennessee, then added two more properties and referred his brother.
Read the story
Jill Chuculate-Welch, CEO of Joyful Connections, Oregon
In less than a year, her strategy surfaced tax benefits that funded revenue-generating moves, and she now owns homes in Arizona and Oregon.
Read the story
Courtney Kehl, CEO of Expert Marketing Advisors
After her previous CPA stopped responding mid season, she kept her team through COVID, grew revenue 100 percent two years in a row, and then acquired an agency.
Read the story
WHAT THE STORIES SHARE
What these stories have in common
- In each story, the first change was to the structure rather than to the work the client was already doing.
- In each story, the savings became a decision, whether that decision was a property, a payroll, or an acquisition.
- In each story, the relationship continued past the first year, which is where a strategy begins to compound.
CLOSING
Your story starts with the same review
Every client above began with the three-year look-back, and it is where we would begin with you.