Client Studies

We're happy when our clients are happy, and thank goodness our clients are happy most of the time. Even though we have been successful helping so many of them achieve their business and personal financial goals, we never take our success for granted. We strive every day to get better at what we do so we can make sure we are delivering the best results possible. Take a look below at a few of the things we have been able to accomplish for our clients. We know we can help you too.

 

The Craftsman Houst Study


An insatiable need to produce the best returns possible

  • Reviewed past tax returns to discover start-up deductions not taken by past accounting team
  • Simplified accounting on multiple corporations through consolidation and monthly monitoring

    • Dr. Eric Springer, Chiropractor


    Interested in your bottom line

  • Created a customized deferred compensation plan to further lower tax base
  • Established corporation and monthly accounting statements and analysis

    • Heron House Assisted Living


    Going all the way

  • ABM facilitated growth from one facility to five with multiple owners and partnerships by providing the best financial management and documentation
  • Assisted in obtaining funding within traditionally difficult industry
  • Guided through 1031 exchanges to defer capital gains
  • Procured the best worker's compensation and liability policies
  • Provides continual management of budgets and expenses for each facility while facilitating opportunity for growth

     

    Triangle Tree Service Study


    A tree service grows in St. Petersburg

  • ABM helped this sole proprietor realize value and advantages of being incorporated
  • Identified potential for growth by leveraging current clients and assets
  • Provided plans for acquisition of chipper, stump grinders and dump trucks
  • Established relationship with the right bank
  • Business is thriving, growing and now offers employees a 401k program

    • Edible Arrangments Study


    Dennis wasn't surprised to find his customers appreciated good service

  • New franchise owner with no real financial management orientation
  • ABM helped establish solid financial risk/reward analysis
  • Set up and provided hands on training for QuickBooks
  • Continues to provide quarterly financials for franchisor and tax consulting services

Client comments