Case Studies

Case Studies

Experience Profile: Small business with bookkeeping challenges

Challenge Faced
Was spending too much time on bookkeeping
Wasn’t receiving the information required to run the business

Value Delivered
Stride Advisors “cleaned up” the books to improve daily operations and provide decision making information.

Client Feedback
“We have been able to save time and now have accurate information to make sound business decisions.”

Experience Profile: Individual with tax compliance complexity

Challenge Faced
2016 taxes were more complex due to real estate and investment activity
The “do it yourself” approach was too risky

Value Delivered
Utilized tax savings, saving thousands of dollars
Used new tax planning ideas, saving thousands of dollars for the future

Client Feedback
“Stride Advisors exceeded my tax compliance and tax planning needs.”

Experience Profile: Business partnership looking to grow

Challenge Faced
The business was rapidly expanding
The partners needed tax compliance and planning services
 
Value Delivered
Planned for future growth of the partnership
Improved monthly financial reporting procedures

Client Feedback 
“Our partnership tax matters are addressed in a timely manner, allowing us to focus on the business.”