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Case studies Record

Situations we've solved.

A collection that grows with every client: type of business, what we did and how it turned out.

Note Cards marked "Sample case" show the format. Real cases are published with the client's permission.
Desk with calculators, printed charts, stacked paperwork and a plant
Case studies

Every case, with what we actually did.

Filter by type of client to see cases like yours. Each card sums up the starting situation, what we did and the outcome.

Filter by client

Showing 3 cases

Desk with calculators, printed charts, stacked paperwork and a plant Sample case
Case 01 · Freelancers and small businesses

Getting a small business current on back taxes

Engagement
Denver, Colorado
What we did
A review of unfiled returns and the balance owed, a catch-up plan in stages, filing everything past due and requesting penalty abatement and an installment agreement.

Services used

  • Catch-up bookkeeping and back taxes
  • Tax planning and filing

Outcome

  • Penalties reduced through first-time abatement
  • Remaining balance on a payment plan the business can actually afford
Desk with calculators, printed charts, stacked paperwork and a plant Sample case
Case 02 · Growing companies

A company's first payroll

Type of client
Growing companies
Engagement
Aurora, Colorado
What we did
Classifying the workers correctly, new-hire paperwork, payroll setup and a full-year deadline calendar handed to the owner.

Services used

  • Payroll
  • Monthly bookkeeping

Outcome

  • New hires reported on time, with no late-filing penalties
  • A calendar for the year delivered with every deadline marked
Desk with calculators, printed charts, stacked paperwork and a plant Sample case
Case 03 · Online businesses

An online store's formation and first year

Type of client
Online businesses
Engagement
Boulder, Colorado
What we did
Forming the LLC, choosing the tax election, setting up invoicing, sorting out income from several platforms and support through the first year.

Services used

  • Business formation
  • Invoicing and software setup
  • Monthly bookkeeping

Outcome

  • Income from every platform recorded with fees broken out
  • The owner sending invoices on their own from the first month
Case record

What every case documents.

Once published, each case records these eight details so you can compare it with your own situation.

  1. Where the business started
  2. Client, when authorized
  3. Type of client
  4. Entity type
  5. What we did
  6. Services used
  7. How long it took
  8. Outcome

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