Key Inspection Services
How quarterly business meetings, financial education, business advisory, and Financial Planning & Analysis (FP&A) helped a home inspection company grow 61% in one year
Outdoor Prolink
How restructuring ownership & entity type, streamlining tax protocols, and delivering business guidance during the pandemic led to steady growth and increased company value
the design COLLECTIVE
How we helped an architecture & design firm navigate cash flow concerns during an industry nightmare to come out the other side stronger than ever and ready to grow
smrtPhone
How our unique collaborative approach guided a SaaS telecom company through a taxation and regulatory minefield, on the way to sustainable growth and more efficient operations
KAV Pediatric Dental
How empowering a solo practitioner dentist to understand and control her business’ financials increased gross revenue by 300% and helped her adopt an entrepreneurial mindset
