Case Studies
Last updated
These are anonymised examples of what a planning engagement has done for real Accountack clients. Each shows the structure and the mechanism, not a promise: figures depend on a business’s facts and how quickly recommendations are implemented, and every example below carries its own confidentiality and variance label.
Multi-entity partnership
Two operating companies, two partners, one integrated multi-entity structure. Tax reduced $378,674 across both partners — a 6.4× return on advisory fees, eliminating roughly 93% of tax owed, over 98 planning hours. Reported profit of $522K against true economic profit of $1.0M. Four stages: clean and reconcile; restructure via holding LLCs and management-services billing; deploy nine advanced strategies; monitor with a quarterly xCFO scorecard.
Illustrative sample — figures and names changed for confidentiality.
Professional services, about $3.2M net profit
The client came from a traditional accountant doing bookkeeping and filing with no proactive planning. Projected liability was reduced from $1.2M to $350K through compensation restructuring, expense timing, and strategic investment planning.
Anonymised; results vary.
Healthcare clinic
For a typical $2M–$5M clinic, a 15%–25% lift in net profit in the first year, with the recurring portion compounding.
These case scenarios are based on real client situations, anonymized. Specific results vary by clinic, specialty, location, current financial structure, and how quickly recommendations are implemented. We don't promise outcomes — we promise to do the work and show you the math.
S-corporation strategy report (Michigan)
A representative S-corporation plan: 8 strategies, a combined ordinary rate of 41.3%, approximately $987,488 in annual savings against $2,320,000 of deployed capital, and an effective rate after planning of 13.7%. Most of the outlay builds the client's own assets — retirement balances, real estate, equipment — rather than representing an expense.
Savings figures are planning approximations; final results are quantified at the closing reconciliation.
Mena Hemaia, CPA, CIA
Chief Executive Officer, Accountack — West Palm Beach, Florida
If you want to know which of these apply to your business specifically, that is a conversation about your actual numbers — not a seminar example.
Or start with the Free Cash Clarity Audit — A no-cost review of where your business stands and what a planning engagement would target — the firm's own named starting point.
20 minutes with an Accountack advisor. If a technical review is worth your time, the next step is a workshop with Mena — and if there is nothing material to do, he will say so.