Success Stories
Client wins that speak for themselves
Client
AIM International, Inc
Project Background
Mission:
To create a compliant and efficient financial framework for a multinational sales company.
Challenge:
The company needed a financial structure to handle multicurrency transactions and optimize global operations.
Solution:
Established a global financial system, reduced tax liabilities, and successfully defended extensive tax audits.
Results
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$450k reduction in global taxes annually
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$8 million saved from tax assessments
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Financial management system implemented across eight countries

Client
ORIUS Telecommunications Services, Inc.
Project Background
Mission:
To stabilize and enhance financial operations for a regional telecommunications construction company post-bankruptcy.
Challenge:
The company faced significant accounting and financial management issues following its exit from bankruptcy.
Solution:
Overhauled revenue recognition, work in process evaluation, and billing practices, leading to expanded responsibilities across three regions.
Results
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37% increase in profitability through improved financial practices
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Financial oversight expanded to three regions
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Financial stability and growth restored post-bankruptcy

Client
Hoff Companies, Inc.
Project Background
Mission:
To optimize financial performance and employee benefits within the company.
Challenge:
The company sought to increase profitability and enhance the value of employee benefits without incurring additional costs.
Solution:
Brett implemented strategic changes to the employee benefits plan, leading to significant cost savings and improved plan value.
Results
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10% increase in company revenues and profitability
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$150k annual savings through efficient benefits restructuring
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Enhanced overall value of employee benefits

Client
Sommer Construction, Inc.
Project Background
Mission:
To establish robust financial management and reporting systems within the company.
Challenge:
Sommer Construction required an internal overhaul of their accounting, banking, and project management processes to support rapid growth.
Solution:
Set up an in-house accounting system, switched to a more responsive banking service, and implemented a new ERP system tailored to the construction industry.
Results
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Company’s first internal accounting system introduced
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Enhanced financial forecasting and project reporting
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Improved cost analysis and equipment management with new ERP system

Client
Mike Gibson Manufacturing, Inc.
Project Background
Mission:
To enhance fiscal management, streamline operations, and foster a productive company culture.
Challenge:
The company lacked financial discipline, efficient operational protocols, and a cohesive team dynamic, which hindered productivity and growth.
Solution:
Introduced rigorous fiscal management, facilitated strategic planning, and restructured ops processes, overhauling the Sales and Marketing leadership.
Results
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New bank line of credit secured and financial discipline improved
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20% increase in production efficiency with fewer staff
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Over 10% boost in net sales with new marketing strategy
