Case studies

Real businesses. Measurable results.

Three recent engagements where proactive strategy, clean books, and automated systems changed what the numbers looked like at year-end.

Strategic Tax Planning Self-employed marketing professional

Tax strategies saved a self-employed marketer $18,261 in year one.

  • Rick previously filed his own taxes, leaving real money on the table.
  • We developed and implemented a tailored tax strategy for his situation.
  • Documented first-year savings: $18,261.
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Outsourced Accounting Owner of multiple businesses

Outsourcing her books saved Mia 260 hours every year.

  • Mia runs multiple businesses and wasn't getting strategic planning from her prior accountant.
  • She moved her accounting and tax work to Centaur.
  • She filed on March 5th, her first year without an extension, and freed up 260 hours annually.
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Could your books use the same treatment?

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