Results/Case Studies

Client: Donald (18 Units in GA)

1. Challenge: Poor bookkeeping and late taxes

2. Result: Reduced tax liability by $24,765 in one year

3. Outcome: Cash reserves grew 40% in 6 months

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Client: Sonia (8-Unit Portfolio in TX)

1. Challenge: No cash flow visibility

2. Result: Found $2,800/month in underperforming rents

3. Outcome: Repositioned portfolio and refinanced with confidence

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Client: Devon (10 Units in MO)

1. Challenge: Overpaying in quarterly estimated taxes

2. Result: Reworked tax projections and implemented a new entity strategy

3. Outcome: Saved $17,348 and reinvested in property improvement

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Client: Rochelle (6-Unit Airbnb in FL)

1. Challenge: Blending personal and business finances

2. Result: Created clean books, separated accounts, and tracked ROI by property

3. Outcome: Increased net operating income by 33% within 4 months

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Client: Terrence (15 Units across OH and MI)

1. Challenge: Unable to qualify for refinancing due to messy financials

2. Result: Delivered audited financials in 21 days

3. Outcome: Secured $280K in funding and dropped interest rates by 2%