Yourbooksareleaking.Let'sfindwhere.
Forensic-grade accounting for startups drowning in deferred revenue, family businesses with unreconciled books, and CFOs who need a second opinion before the 10-K.
* Estimates based on industry averages. Actual recovery varies by structure and jurisdiction.
Where the money disappears
The average $5M business leaves $87,000 on the table annually. Not from bad decisions — from invisible structural failures in how their books are classified, timed, and structured.
Services powering on
Four precision disciplines. Each activates independently. All integrate into a unified financial command structure.
Tax Strategy
Forward ArchitectureProactive structuring before the tax event. Entity optimization, timing elections, and multi-year modeling that finds money before April.
Audit Defense
Forensic PrecisionDocumentation architecture that withstands IRS scrutiny. We build the case before they ask the question.
CFO Advisory
Strategic OversightFractional CFO-level insight for companies that need a second set of eyes on the numbers without the full-time overhead.
Quarterly Close
Month-end and quarter-end closes executed with military precision. Deferred revenue recognition, accruals, and reconciliation — on schedule, every time.
Numbers that materialized
Specific outcomes. Named industries. Verified recoveries. No rounding, no composites.
Family-owned metal fabricator — books unreconciled for 4 years. First forensic review uncovered $247K in misclassified capital expenditures and missed Section 179 elections.
Series A startup with $4.2M ARR and no formal revenue recognition policy. Entity restructuring and deferred revenue architecture cut their effective rate from 31% to 20.5%.
Mid-market PE firm facing IRS correspondence audit on carried interest treatment. Our documentation package resulted in full abatement, zero penalties assessed.
Regional law firm with 12 partners and 3 entities. Standardized close process and automated reconciliation reduced their Q-close from 3 weeks to 6 days.
The 2024 Tax Leak
Checklist
The exact diagnostic framework our analysts use in the first 72 hours of every engagement. 47 pages. No fluff. Direct to your inbox.