Concept site by Shaoula. Hartwell & Vance is not a real business. Names, fees and examples are invented to show a Grow package website.

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How the work goes, in three examples.

These examples are invented for this concept site to show the layout. A real firm would put client stories here, with permission.

Restaurant group · three locations

Books that were nine months behind

The situation
The owner was running three locations from one bank account and had not seen a profit figure since spring.
What we did
We separated the locations in the books, caught up the missing months for a fixed cleanup fee, and set up a monthly report for each location.
What changed
The owner now sees each location on its own every month and makes staffing decisions from the report.

Electrical contractor · twelve staff

The wrong entity for the size of the business

The situation
The business had grown as a sole proprietorship and the owner was paying self-employment tax on all of the profit.
What we did
We modelled an S-corporation election with a reasonable salary, explained the trade-offs in two pages, and handled the election and payroll setup.
What changed
The owner chose the election and now has payroll, quarterly filings and a planning meeting each October.

Dental practice · two partners

Bringing in a third partner

The situation
Two partners wanted to admit an associate and did not know what a fair buy-in looked like.
What we did
We prepared three years of adjusted figures, explained two common ways to structure a buy-in, and worked with their attorney on the agreement.
What changed
The partners agreed terms with a shared set of numbers in front of them.

Start with a conversation, not a contract.

The first meeting is free and takes about forty minutes. You leave knowing what we would change, whether or not you hire us.

First

We talk

Your business, your current setup, and what has been going wrong.

Then

We review

We read last year's return and your current books, and tell you what we find.

Finally

You decide

A written proposal with a flat monthly fee. No pressure and no follow-up calls.