5.0 out of 5 based on 41 reviews
Client Results
Real client stories showing how better accounting leads to better business decisions.
★★★★★“Since adding Alex with Stronghold Accounting for our bookkeeping, it has truly been a Godsend for our business. Alex cleaned up a difficult QuickBooks transition and became a game changer for our month-to-month bookkeeping.”Patty LeslieTampa
★★★★★“I like that you're helping me strategize, not just giving me numbers. There were still blind spots that you've been able to uncover for me. I didn't think that was possible.”JoelService-business owner
★★★★★“Alex and his team helped bring the books current and continue to provide monthly support while helping plan for growth.”Dr. MaloneLake Mary
★★★★★“Alex is sharp, detail-oriented, and genuinely passionate about his work. He explains the numbers clearly and helps business owners gain more control over their finances.”Baxter McCoyOrlando
★★★★★“Since adding Alex with Stronghold Accounting for our bookkeeping, it has truly been a Godsend for our business. Alex cleaned up a difficult QuickBooks transition and became a game changer for our month-to-month bookkeeping.”Patty LeslieTampa
★★★★★“I like that you're helping me strategize, not just giving me numbers. There were still blind spots that you've been able to uncover for me. I didn't think that was possible.”JoelService-business owner
★★★★★“Alex and his team helped bring the books current and continue to provide monthly support while helping plan for growth.”Dr. MaloneLake Mary
★★★★★“Alex is sharp, detail-oriented, and genuinely passionate about his work. He explains the numbers clearly and helps business owners gain more control over their finances.”Baxter McCoyOrlando
★★★★★“Since adding Alex with Stronghold Accounting for our bookkeeping, it has truly been a Godsend for our business. Alex cleaned up a difficult QuickBooks transition and became a game changer for our month-to-month bookkeeping.”Patty LeslieTampa
★★★★★“I like that you're helping me strategize, not just giving me numbers. There were still blind spots that you've been able to uncover for me. I didn't think that was possible.”JoelService-business owner
★★★★★“Alex and his team helped bring the books current and continue to provide monthly support while helping plan for growth.”Dr. MaloneLake Mary
★★★★★“Alex is sharp, detail-oriented, and genuinely passionate about his work. He explains the numbers clearly and helps business owners gain more control over their finances.”Baxter McCoyOrlando
★★★★★“Since adding Alex with Stronghold Accounting for our bookkeeping, it has truly been a Godsend for our business.”Patty LeslieTampa
★★★★★“I like that you're helping me strategize, not just giving me numbers. I didn't think that was possible.”JoelService-business owner
★★★★★“Alex and his team helped bring the books current and continue to provide monthly support while helping plan for growth.”Dr. MaloneLake Mary
★★★★★“Alex is sharp, detail-oriented, and genuinely passionate about his work. He explains the numbers clearly.”Baxter McCoyOrlando
★★★★★“Since adding Alex with Stronghold Accounting for our bookkeeping, it has truly been a Godsend for our business.”Patty LeslieTampa
★★★★★“I like that you're helping me strategize, not just giving me numbers. I didn't think that was possible.”JoelService-business owner
★★★★★“Alex and his team helped bring the books current and continue to provide monthly support while helping plan for growth.”Dr. MaloneLake Mary
★★★★★“Alex is sharp, detail-oriented, and genuinely passionate about his work. He explains the numbers clearly.”Baxter McCoyOrlando
Real Struggles, Real Results
Stronghold's tax-planning work is designed to identify opportunities that can range from $10,000 to $100,000, depending on the business and its circumstances. Results vary, and every recommendation is based on the client's actual books and tax position.
Results vary by business. The case studies below use client-specific facts supplied for publication.
Case studies
01Case study: $784,000+ in accounting misstatements corrected$784,000+Accounting misstatements correctedThe situationA multi-location healthcare business had operated for about three years without reliable financial statements, with nearly two years of activity requiring reconstruction.What we foundAutomatic-add bank rules, missing reconciliations, and accumulated errors had created more than $784,000 in identified misstatements.What we changedStronghold rebuilt the records, removed automatic-add rules, reconciled bank, credit-card, and loan accounts, and documented the core accounting workflows.The outcomeReliable financial statements were delivered in the first month, with the full cleanup completed in about four weeks.
02Case study: law-firm trust and net-income discrepancies corrected$120KNet-income discrepancy corrected, solo-attorney firmThe situationA solo-attorney Florida law firm with about $415,000 in annual revenue had a client trust account out of balance by nearly $32,000 and no reliable monthly reporting.What we foundDuplicate transactions and incorrect classifications across about two years of activity had skewed net income by close to $120,000.What we changedStronghold rebuilt two years of QuickBooks records, reconciled the trust account, and set up ongoing three-way trust reconciliation and monthly financial reporting.The outcomeThe cleanup was completed in about four weeks, and a quarterly tax strategy now saves ownership about $20,000 a year.
03Case study: creative-agency margin visibility improved11% → 16%Net margin, creative agencyThe situationA creative agency with about $1.2 million in annual revenue had eight months of disorganized books and little visibility into which clients and projects were profitable.What we foundLabor, one of its largest costs, was not being allocated to individual jobs, so true project margins and staff utilization were unknown.What we changedStronghold cleaned up eight months of activity, restructured the chart of accounts, and implemented job-costing and labor-utilization tracking with a monthly close.The outcomeWith low-margin work identified and pricing adjusted, net margin improved from about 11% to 16% over the following six months.
04Case study: contractor job profitability uncovered$96,000Misclassified or misallocated costs foundThe situationA specialty contractor with about $4.2 million in annual revenue was profitable overall but could not tell which jobs were actually making money.What we foundAbout $96,000 in costs had been misclassified or misallocated between jobs, and one category of projects was running about eight percentage points below target margin.What we changedStronghold reviewed two years of activity, corrected historical classifications, and rebuilt the accounting system around job costing with monthly reporting.The outcomeManagement adjusted its estimating and pricing, and now has consistent reporting that shows where the company is and is not making money.
Across engagements, the pattern is consistent:
What the work changes
Owners find out what they actually earn.
Not revenue. Profit, by client, by job, or by unit, depending on the business.
Problems surface in month two rather than month twelve.
Which is the difference between a correction and a cleanup.
Tax positions get decided rather than discovered.
By the time a return is being prepared, the decisions that mattered are already made.
The books stop being a source of anxiety.
This one is harder to put a number against and it comes up in almost every conversation. Owners describe the change less as better reporting and more as no longer avoiding the subject.
Every engagement starts with the actual books. Stronghold does not promise the same result to every business; it looks for the compliance risks, reporting gaps, and profit opportunities present in that file.
The numbers
$10K–$100KTax-planning opportunities identified
$784,000+Accounting misstatements corrected
11% → 16%Net margin, creative agency
$96,000Misclassified or misallocated costs found
Find out what is in your numbers
Book a free discovery call. You get a written assessment of your books within 24 hours, whether or not you hire us.
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