Case Studies

Challenge A growing lifestyle blogger and influencer had transformed what began as a personal hobby into a thriving million-dollar business. As the business expanded, the client faced increasingly complex accounting and tax questions related to income, business deductions, and retirement savings. Innovative Approach Fischer Cunnane worked closely with the client…

Challenge A specialty automotive business, employing 20–25 people, was facing serious accounting challenges. The owner was frustrated by the lack of timely and accurate financials, which left him unable to confidently make major decisions. Their external CPA often delayed reconciliations and month-end closings during tax season, creating bottlenecks. Bank and…

Challenge Fischer Cunnane’s client, a partnership entity, purchased a significant data center, then later sold it, netting a $100M gain. While the gain was exceptional, the tax burden loomed large. Innovative Approach Fischer Cunnane recommended incorporating a 1031 Exchange, which allows for deferment of taxes. This can be beneficial when…

Challenge The married co-owners of a family manufacturing company determined it was time to prepare for retirement. They wanted to transfer ownership of their 25-year-old business to their three adult children, who would assume active roles in the business. Without a formal accounting background, Mom had been handling the books…