Client Success Stories

Real results from real clients in Burbank and the San Fernando Valley. Every case study shows actual numbers, timelines, and outcomes.

How a Burbank Film Editor Saved $11,400 Annually with an S-Corp Election

Client: Film Post-Production Professional | Industry: Entertainment

The Challenge: Sole proprietor paying ~$20,500 in self-employment taxes annually on $145K net profit. Working on multiple projects for Netflix, Disney, and independent films with no clear tax strategy.

The Solution: S-corp election with reasonable compensation at $85,000/year, $60,000 in distributions.

The Results: Annual tax savings of $13,959. Setup completed in 14 days.

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How a North Hollywood Restaurant Fixed 14 Months of QuickBooks Chaos in 3 Weeks

Client: Family-Owned Restaurant | Industry: Hospitality

The Problem: New owner inherited messy QuickBooks file. 14 months unreconciled, Square POS not integrated, negative equity on balance sheet. Bank considering loan but needed clean financials.

The Process: Complete bookkeeping cleanup, reconciled all accounts, fixed categorization, generated lender-ready financial statements.

The Results: Clean books, bank approved $75K equipment loan, identified $18K in missed deductions. 3-week turnaround.

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