Results, told the way we tell clients — problem, work, number.

Problem

A Maine Revenue Services civil-penalty audit put the firm's compliance standing and cash position at risk, with prior filings that hadn't been reconciled against state records. [VERIFY]

What we did

• Reconstructed and reconciled prior period filings against Maine Revenue Services records. [VERIFY]
• Prepared a documented response package and represented the firm through the audit process. [VERIFY]
• Rebuilt the ongoing filing cadence so the same exposure can't recur. [VERIFY]

Problem

Claims were being denied at a rate that quietly eroded collections every month, with no owner tracking the denial reason mix. [VERIFY]

What we did

• Rebuilt eligibility verification and prior authorization as a pre-visit checkpoint. [VERIFY]
• Corrected panel and credentialing gaps that were generating clean-but-unpayable claims. [VERIFY]
• Introduced a weekly denial-reason dashboard with a named owner per payer. [VERIFY]

Problem

Founders faced Series A diligence with informal spreadsheets instead of GAAP-aligned financials and a defensible close process. [VERIFY]

What we did

• Converted the ledger to accrual accounting with monthly close discipline. [VERIFY]
• Built a driver-based model and cap table reconciliation for diligence review. [VERIFY]
• Produced a data room-ready financial package ahead of investor requests. [VERIFY]