Case studies
Case studies are an excellent example of how a small business can successfully provide financial services to its customers.
![Oliver, Kenneth & Company](https://cdn.prod.website-files.com/63324748d5d55c03ab14e9ce/63324748d5d55c37b714ea4f_mediensturmer-aWf7mjwwJJo-unsplash.webp)
01
Clients
Featured case studies
Curiosity Entertainment
Tax planning for a hollywood film producer
![Curiosity Entertainment](https://cdn.prod.website-files.com/63324748d5d55c5f3614e9d8/63904e0b97156e3c98ee8108_curiositylogo.png)
Online CEOs
Multiple 7- figure online entrepreneur with a business coach’s mindset
![Online CEOs](https://cdn.prod.website-files.com/63324748d5d55c5f3614e9d8/639a050a373b135354ef4005_onlineceos.png)
02
Projects
All case studies
Josue Pena Leverages Social Media to Grow Businesses
Consulting Clients
![Josue Pena Leverages Social Media to Grow Businesses](https://cdn.prod.website-files.com/63324748d5d55c5f3614e9d8/640f0803b863c6ca2abc62d4_639a05ea109251dcf11c3eb1_pena1a-p-500.jpg)
![From Survivor to Success, Rob Velazques, Talks About His Journey from Beating Cancer to Building a Business.](https://cdn.prod.website-files.com/63324748d5d55c5f3614e9d8/640f07808af4c82692ebb341_63a3999048979766c71c3f7f_robvelazques-p-500.jpg)
Curiosity Entertainment
Tax planning for a hollywood film producer
![Curiosity Entertainment](https://cdn.prod.website-files.com/63324748d5d55c5f3614e9d8/63904e0b97156e3c98ee8108_curiositylogo.png)
Online CEOs
Multiple 7- figure online entrepreneur with a business coach’s mindset
![Online CEOs](https://cdn.prod.website-files.com/63324748d5d55c5f3614e9d8/639a050a373b135354ef4005_onlineceos.png)
Forecasting your financial future of business
Brian Cunningham
Managing Director
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Full service accounting firm
Advanced system with integrations to cover all aspects of accounting, tax and entity management.
Team expertise
Over 25+ years of experience where many of us have personal experience as business owners ourselves.
Ultimate case studies
Our clients are so diverse; we serve many different industries.
Leader in the market
Our clients say it all. We are proud of our team.
Experience since 1994
Decades of experience and a wealth of resources to make a complete business consulting firm.