Real outcomes from real strategy.

A growing real estate brokerage was netting strong commissions but constantly short on cash by the 20th of every month. Quarterly tax bills came as a surprise. No reserves, no clarity.

• Implemented Profit First® allocation across five operating accounts
• Established a tax reserve funded automatically from every closing
• Built a 13-week cash flow forecast tied to pipeline data
• Restructured to an S-Corp with reasonable owner compensation

Within six months, the brokerage held a full operating reserve, paid quarterly taxes without stress, and the owner took a consistent paycheck for the first time in three years.

A $1.2M creative agency was profitable on paper but the owner couldn't explain where the money went. Pricing was inconsistent, project margins invisible, and contractor spend was unchecked.

• Re-engineered the chart of accounts around project profitability
• Built monthly KPI dashboards: gross margin, utilization, AR aging
• Introduced quarterly tax projections and an accountable plan
• Coached the leadership team through pricing and capacity planning

Gross margin climbed from 38% to 51% in twelve months. Owner pay doubled. The agency closed the year with the strongest cash position in its history.

A high-income real estate investor with a growing rental portfolio was filing reactively every April. Entity structure, depreciation, and Augusta Rule strategies were all on the table — and unused.

• Conducted a full Cash Flow & Tax Clarity Assessment™
• Restructured ownership across LLCs and an S-Corp management entity
• Implemented cost segregation and bonus depreciation across the portfolio
• Activated the Augusta Rule and an accountable plan for the operating company

Reduced annual federal tax liability by over $50K in year one — with a documented multi-year strategy in place for portfolio expansion.