Client Stories
Growing the Green
Our Agriculture client came to us needing support to prove that their business qualified for ERC. They didn’t qualify based on the revenue reduction, like most small businesses. Instead, they qualified based on state closures and limits due to Covid. Our client owed the IRS money but we were able to prove that our client was limited by closures from the government during pivotal points of the year which affected their overall revenue. Ultimately, we were able to help them qualify for the ERC and recoup over $90,000.
A Valuable Valuation
Our tech client approached us about preparing for the sale of their business. We restructured their administrative team and implemented more efficient financial processes. Then, we identified and corrected profit leaks and wasteful spending, saving our clients tens of thousands of dollars. Finally, we provided due diligence documentation and measurable profit projections for the merger/acquisition of their companies, ultimately leading to the successful sale of their business.
A Full Recovery
We worked with a Home Health Care client that needed help with their payroll reports. We discovered they had a receivable balance and were having difficulties collecting due to clerical errors. In the Medicare system, you only have three chances to submit for payment. We developed a system for our client to complete the claims without error which resulted in them collecting $1.3 million dollars in owed payment in just six weeks.
Fixing Fraud
Our Trucking client noticed that they were having some discrepancies in their books. We outfitted their fleet with a GPS and created geolocated routes to save them travel time. During our tracking process, we also discovered some of their employees were padding time and using the trucks on personal time or to give free services. We were able to save them over $50,000.
Trash Turn Around
Our Waste Client requested help with office procedures. We worked with them to establish processes to correct billing issues, establish collection policy for each department to reduce write-offs, and developed a system to monitor renewals and upcoming bids. Then we helped the client obtain the Hub-Zone certification with SBA and did targeted marketing to contracting officers which helped our client create competitive bidding opportunities against larger companies. The company grew 4.5 times over 15 years, equaling a 30% increase in revenue per year.
Payroll Payoff
We worked with a restaurant client who was spending 50% of their gross revenue on payroll. We compared numbers in the industry and found they were spending far more than the industry average on payroll. We met with the owners, managers, and staff. Together, we developed a simple scheduling system to monitor hours against daily sales which cut the payroll costs by 10%. We are pretty proud to say that we saved them around $300,000.