Our team of bookkeepers and accountants bring a personal, hands-on approach to transform the finance and management part of the business, and we have helped more than a handful of business owners improve the efficiency and cost-effectiveness of their organizations.
We’re proud to play such an important role in helping our clients so they can focus on what’s important to them: growing their business.
Take a look at some of these case studies of how we have served clients in the past with some of our services to get a better idea of the solutions we provide and how they can benefit different types of businesses.
A-Plus Tracking discovered that a key accounting employee was embezzling company assets over the course of several years and their accounting records hadn’t been properly maintained for the entire year, to make matters worse, an economic recession was challenging margins and profitability.
Acme Internet Marketing
Acme Internet Marketing needed assistance in bookkeeping and payroll matters due to their fast growth. Because of this dramatic increase the owners found themselves overwhelmed by the task of bookkeeping. Other issues that the new startup company experienced were related to human resource services.
Canyon Creek Construction
Canyon Creek Construction is a small general contractor in Salt Lake City, Utah. The owner, James, just started this business. Prior to beginning this new business venture James was concerned about the type of entity and tax consequences of the entity that he chose for his business.
Happy Day Ice Cream, Inc.
Happy Days Ice Cream are a successful, hardworking, and profitable company, they pay their fair share to Uncle Sam. As such they often ask the question, “How can we minimize our tax costs?” That was when we introduced the idea of Cost Segregation to them. Even though they purchased their existing facility three years prior, we were still able to accelerate their depreciation on that building.
Mark & Suzy Smith
Their farm has been in the family name for over five generations. While their assets are not very liquid, their net worth is more than the current law allows a person to give to their heirs tax-free at their passing. When we learned of the Smith’s situation we had a few suggestions.
South Towne Medical Clinic
Southtowne Medical Clinic, LLC is a successful medical clinic in Salt Lake City, Utah. They have four owners and a support staff of ten. The owners would like to provide a retirement plan to their employees and be able to contribute as much as possible on their own behalf.