How we work, told the way we tell clients — problem, work, outcome.

Problem

A Maine Revenue Services civil-penalty audit puts a firm's compliance standing and cash position at risk when prior filings were never reconciled against state records.

What we did

• Reconstruct and reconcile prior period filings against Maine Revenue Services records.
• Prepare a documented response package and represent the firm through the audit process.
• Rebuild the ongoing filing cadence so the same exposure can't recur.

Problem

Claims get denied at a rate that quietly erodes collections every month when nobody owns the denial-reason mix payer by payer.

What we did

• Rebuild eligibility verification and prior authorization as a pre-visit checkpoint.
• Correct panel and credentialing gaps that generate clean-but-unpayable claims.
• Introduce a weekly denial-reason dashboard with a named owner per payer.

Problem

Founders enter Series A diligence with informal spreadsheets instead of GAAP-aligned financials and a defensible close process.

What we did

• Convert the ledger to accrual accounting with monthly close discipline.
• Build a driver-based model and cap table reconciliation for diligence review.
• Produce a data room-ready financial package ahead of investor requests.