Case Studies

Construction workers walking through wood frame of house

How an Indigenous Construction Company Improved Profits and Cashflow in Real Time

We helped an Indigenous construction company improve profits and manage cashflow by implementing QuickBooks Online and strategic financial reporting.

Dec 6, 2025

Two traditional dog sleds with red seats and harnesses resting in a snowy forest. The surrounding evergreen trees are lightly covered in snow.

How We Guided a Business Owner Through Their Corporate Exit Strategy and a Personal Financial Tax Plan

We guided a business owner through a complex 3-year corporate exit and sale of their successful seasonal tourism business. Our strategy integrated share sale planning with personal tax optimization to minimize capital gains and launch their new, scaled-down business.

Nov 21, 2025

A close-up image of a massage therapist performing a facial massage on a client who is lying down and draped with a towel. Another client is blurred in the background.

How We Partnered With a Professional Massage Therapist Using Xero Implementation

We partnered with a massage clinic to fix overdue books and restore trust using strategic CPA advisory and effective Xero implementation and automation.

Nov 17, 2025