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Case Studies

Insurance Company Growth

How a Growing Insurance Company Grew Revenue While Reducing Taxes

SWZ, a company striving for financial success, faced significant challenges in managing their financial growth and tax efficiency. They sought guidance and support to overcome these obstacles.  They...
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How One Marketing Owner’s Leap of Faith Paid Off

Overview A New Jersey based Woman Owned marketing firm had aspirations to achieve growth, so that they could crush their debt, and set aside a nest egg. With over 20...
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How Financial Literacy Fueled This Branding Agency’s Growth

Overview A business owner of a one-woman branding agency was looking to make her first hire so she could grow her business, but she did not know if she could...
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How CP&A Turned Frustrating Finances into an Efficient Operation

Overview New Jersey-based Alden Consulting Group, Inc is a professional service firm that helps financial advisors, lawyers, and accountants to increase their revenue and grow their firms. The CEO,...
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How Restructuring a Company Led to a Massive Tax Savings

Overview Lucent Leads Media, a lead generation agency in Minnesota, was having a phenomenal first year in business. Unfortunately, what the partners didn’t know had unintended consequences. It...
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How CP&A’s Support Helped Position a Marketing Agency as an Industry Leader

Overview Paradigm Marketing and Design, an award-winning NJ-based digital marketing agency. Four years ago, Paradigm was struggling to achieve meaningful growth. While revenue was on the rise,...
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How CP&A Slashed a Client’s Tax Bill by 85 Percent While Increasing Capital by Over 300 Percent

Overview An Idaho-based bathroom and tile refinishing company had fallen severely behind in paying its payroll and income taxes. Not only did the business owe more than $120,000 in unpaid...
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How CP&A Saved the Day and Fueled Growth for an Amazon Seller

Overview A client who owned a rapidly growing book wholesale company had fallen behind on filing both his business and personal taxes for three years. As a result, he was...
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How Fast Action During Covid-19 Saved One Restaurant Business

Overview The global Covid-19 pandemic has been hard on many businesses, but restaurants and the food service business have likely been hit the hardest. Many business owners continue to struggle,...
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