Case Studies

See How Businesses Like Yours Win with Our Help

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Franchise Growth Strategy

A franchise owner had ambitious plans to expand their business from a single location to multiple ones.


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Legal Firm’s Financial Compliance

A well-established law firm recognized the critical importance of maintaining financial compliance,especially concerning IOLTA and escrow accounts.


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Restoration Company Revival

A restoration company faced significant challenges due to delayed financial reporting caused by an overburdened controller.


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Property Management Company’s Human Resource Support

A multi-state property management company faced a two month leave request from their Human Resource Manager.


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Global Manufacturing Digital Onboarding and Timekeeping Project

A global manufacturing company faced issues with redundancy and human error with their manual onboarding and payroll processing systems.


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Water Treatment Equipment and Services Company Transformation

A growing water treatment equipment and services company, faced financial management challenges during a period of significant growth.


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Publication Company Payroll Tax Issue Resolution

A national publication company utilizing an inhouse payroll software was ill-equipped to setup and pay employee taxes outside of the company’s home state correctly and timely.


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International Manufacturing Expansion

An international manufacturing company faced a financial management crisis with the sudden departure of their controller.


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E-Commerce Growth

A fast-growing e-commerce startup found itself in need of immediate financial management support following the abrupt departure of their controller.


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Hospitality Industry

A multi-location hotel and restaurant group needed comprehensive financial management to ensure smooth operations across their properties.


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