How the work runs.

Multi-location restaurants often run with inconsistent books, missed food-cost tracking, and no year-end tax posture. Owners lose weekly hours to spreadsheets and pay more tax than they need to.

Automated bank-fed books with location-level P&Ls, S-corp restructure where the math supports it, tip-credit reporting, sales-tax filings by jurisdiction, and equipment-depreciation planning.

Sellers on Amazon, Shopify, and multi-channel stacks often carry silent nexus exposure across 15+ states, missed marketplace-facilitator rules, and back-filing risk.

Nexus analysis by state, marketplace-facilitator carve-outs applied, back-filings brought current, and automated collection + remittance moving forward.

Portfolios of 5+ properties frequently miss cost segregation, sit inside sub-optimal entity structures, and skip real-estate-professional (REP) status analysis.

Cost-segregation studies on qualifying properties, entity restructure for liability plus tax efficiency, REP-status planning, and quarterly projections.

Growing practices carry disorganized books, declining margin, and no retirement plan beyond a token SEP.

Books cleaned to monthly-close cadence, overhead audit, defined-benefit or cash-balance plan design where the owner profile fits, and monthly financial reviews.

Solo consultants who grow into 5-10 person agencies often bill chaotically, run without client-level profit visibility, and skip S-corp elections that would materially cut SE tax.

Automated invoicing plus expense tracking, client-profitability dashboards, S-corp election with defensible salary, and owner payroll set up correctly.