Our Cases

See How We’ve Helped Businesses Across the United States.

At Your Accountancy Advisor, the best way to understand what we do is to see how we’ve helped others. These case studies show how our team has provided easy-to-understand, practical accounting solutions and financial consulting to businesses right here in the USA.

No complicated words. No long reports. Just real stories of people who needed help—and found it with us.

Client: App-based Startup in Austin, Texas
Problem: The founders were great at building apps but had no system to track revenue, manage payroll, or prepare for their first tax filing.
What We Did:

• Set up an easy digital accounting tool (like QuickBooks Online).
• Integrated a simple payroll system for W-2 employees.
• Helped classify expenses to maximize deductible write-offs.

Result:

• Clearer visibility into their monthly burn rate and profit.
• 941 and state tax deposits filed accurately and on time.
• Clean P&L and Balance Sheet reports ready for their next funding round.

Client: Family-run Manufacturing Business – Detroit, Michigan
Problem: They were paying high self-employment taxes and often missed deadlines for quarterly estimated tax payments, resulting in penalties.

What We Did:

• Reviewed their business structure and advised on transitioning to an S-Corporation election (where appropriate).
• Identified eligible cost of goods sold (COGS) deductions and equipment depreciation methods.
• Set up alerts and calculated accurate amounts for quarterly estimated taxes.

Result:

• Saved significant money on federal income and self-employment taxes.
• Eliminated late payment penalties from the IRS.
• Less financial stress and more capital to invest back into the factory.

Client: E-Commerce Business – New York, New York
Problem: Sales were booming across multiple states, but they didn’t know their true profit because inventory, shipping costs, and sales tax obligations were a mess.

What We Did:

• Organized and reconciled two years of transaction data.
• Set up software integration to track sales, inventory, and fulfillment expenses.
• Provided clarity on sales tax nexus rules and compliance for various states.

Result:

• They now know the exact net profit per month.
• State sales tax filing (including Wayfair compliance) became automated and simple.
• Business decisions on pricing and marketing are based on reliable data.

Client: First-time Business Owner – Los Angeles, California
Problem: Didn’t know how to legally register the business (LLC), open a business bank account, or handle basic accounting.

What We Did:

• Guided them through the process of filing their LLC with the Secretary of State.
• Helped secure an EIN (Employer Identification Number) from the IRS.
• Set up a simple chart of accounts and advised on tracking income and expenses for their Schedule C.

Result:

• Business started smoothly and legally compliant.
• No confusion over mixing personal and business funds.
• Confidence and peace of mind for their first year of tax preparation.

These stories show how Your Accountancy Advisor helps businesses across the USA make sense of money matters. Whether setting up an LLC, maximizing tax deductions, or understanding your monthly cash flow—our team is here to help with clear advice and simple solutions.

We work with small and medium businesses, family-run companies, and startups nationwide. You don’t need to be an expert—we make finance easy to understand and manage.

Are you unsure about your finances? Missing important deadlines? How much profit are you making?

We’ve helped many US businesses like yours and would love to help you, too.