Case Studies

Empowering clients with holistic solutions

We’re one of the top accounting firms in Minnesota. The secret to our success: we put our clients’ success first. See how we do it in our revealing, informative case studies.

Empowering a Manufacturer in a Changing Marketplace

Dayton Rogers’s ability to handle complicated metal forming jobs is unmatched. However, the company’s history and age made adapting to a changing marketplace feel like an overwhelming hurdle.

Illuminating the Path Ahead for a Family-Owned Remodeling Company

The construction marketplace is constantly in flux; achieving meaningful growth within it requires an ever-evolving strategy. This, of course, can be difficult when you have a business—or in the case of the Schmidt brothers, multiple businesses—to run.

Helping a Tech Startup Clear the Way for Exciting Possibilities

phData’s leaders saw an opportunity to better meet their customers’ needs by acquiring another company. The only hitch was no one—at either company—had gone through an acquisition before.

Guiding a Minnesota Nonprofit Through Turbulent Times

In early 2020, MRCI was in the midst of transitioning to a more sustainable community-based service model. Then COVID-19 struck, and government shutdowns forced MRCI to cease operations.

Guiding a Minnesota City Through the Pitfalls of Growth

Carver city leaders realized a more robust financial planning exercise was needed. They needed more than a spreadsheet—they needed to understand the city’s financials, as well as tax impacts to new rates and fees that came with growth and evolving expectations.

The Transformative Power of Strategic Data Analytics for CPA Firms

The business world has extolled the “power of data” for nearly a decade. Yet few small to mid-sized businesses have actually found a way to harness it. In 2019, we set out to design and build a strategic data analytics solution for our firm. Here’s how it’s transformed the way we do business.