Case Studies

Case 1:

Situation/Issue
The company was experiencing rapid growth in sales, but had a difficult time hiring and retaining quality controller. As a result, their accounting staff was increased to 6 people, they were having a hard time to grasp accurate financial situation of the company.

Our Solution
We have provided outsourcing controller service by visiting the client twice a week, and helped the company grasp the accurate financial situation, and giving strategical financial advice to the company.

Case 2:

Situation/Issue
This company was audited by the IRS and assessed over a million dollars in tax and penalty. The company hired a large accounting firm for negotiation with the IRS but the negotiation was in a stale mate.

Our Solution
We took over the negotiation and changed the perspective of the negotiation. As a result, the million dollar assessment was reduced to zero.

Case 3:

Situation/Issue
This company's sales was growing, but the organization was not functioning effectively and accordingly. The order fulfillment and financial reporting was not done in a timely manner.

Our Solution
We stepped in as outsourcing CFO and provided guidance in creating and implementing new organizational chart, job description, job flow, and new sales commission system for the sales force.