DFW client case studies
Anonymized composites drawn from real engagements across the Dallas–Fort Worth metro. Names and identifying details have been removed; the financial patterns are typical of what we see week to week.
Frisco Real Estate Investor Consolidates 7 LLCs Into One Reporting View
A Frisco-based real estate investor operating 7 LLCs across rentals, short-term properties, and flips lacked any consolidated view of cash flow or net worth. Within 90 days of engagement, we delivered consolidated quarterly reporting, a portfolio-level cash flow forecast, and an entity-by-entity profitability scorecard.
Read case studyPlano SaaS Startup Delivers Investor-Ready Financials for Series A in 60 Days
A Plano-based vertical SaaS company with strong growth had a term sheet on the table but books that wouldn't survive due diligence. In 60 days we restated 18 months of financials under accrual accounting, built a SaaS metrics dashboard, and delivered a board-ready data room.
Read case studyMcKinney General Contractor Catches a $340K WIP Reporting Error
A McKinney-based commercial general contractor was reporting strong margins on its monthly P&L but kept running short on cash. We rebuilt the WIP schedule from scratch and uncovered $340K of overbilled-but-not-earned revenue that had been masking a real margin problem on a major project.
Read case studyDallas Family Office Consolidates 14 Entities Into a Single Monthly Net-Worth View
A Dallas single-family office spanning operating businesses, real estate holdings, and personal trusts had no consolidated net-worth view. Within 120 days we centralized bookkeeping across 14 entities, built a monthly family balance sheet, and gave the principals a quarterly cash-and-commitment forecast they could actually act on.
Read case studyPlano-HQ Operating Business Replaces Three Spreadsheets With One Consolidated Close
A Plano-headquartered services company operating across Texas, Oklahoma, and Arizona had three separate bookkeeping setups, three different close calendars, and no consolidated picture. Within two quarters we centralized the close, built a single consolidated P&L by state and by service line, and freed the founder to make pricing and hiring decisions with confidence.
Read case studyFort Worth Professional Services Firm Institutionalizes Its Back Office Before a Founder Transition
A 28-person Fort Worth professional services firm — running on the founder's institutional knowledge and a part-time bookkeeper — needed a back office that could operate without the founder before a planned partial buyout. We rebuilt the financial spine, established repeatable cadences, and delivered the buyer-ready reporting the deal required.
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