CASE

STUDIES

At Ciaccia CPA, our work is defined by the results we help our clients achieve. These case studies reflect the support we provided to help clients strengthen their systems and make confident, informed financial decisions.

Each story reflects our commitment to practical solutions, personalized service, and long-term partnerships built on trust and performance.

Complex Structure: $20K+ Gained Through Entity Optimization

A client managing multiple businesses under one umbrella found themselves in a complicated situation with shared expenses, uneven income streams, and a growing tax burden.

Peace of Mind,

With Trusted

Support

This business owner had a full-time bookkeeper but wasn’t fully confident that everything was being handled correctly.

The Value of Personal Trust: Why Clients Leave

and Why They Stay

Sometimes, the difference between a lost client and a lasting one comes down to something simple: being accessible and genuinely invested.

Better Job Costing,

Better Decisions

A service-based client managing multiple jobs had no clear view of their profitability.

How Outsourcing Brought Stability After Leadership Turnover

What began as oversight quickly grew into a full-service partnership when leadership turnover left this organization without financial guidance; they turned to our team to step in.

"Your financials, personal and business, tell a story of your past, present, and potential. When you understand them, you write your future on your terms."

- Meggan Ciaccia

Complex Structure: $20K+ Gained Through Entity Optimization

Client Profile

This client operated several related businesses, each with different ownership percentages and overlapping operations. While their service model was innovative, offering customers bundled packages across entities, their internal structure was causing problems. All payroll, insurance, and operational costs, as well as revenues collected, were being run through a single company, even though clients were transacting with multiple entities. The result? Confusion around expense allocations, inaccurate financial tracking, and a high tax liability, especially since all companies were structured as LLCs.

Our Solution

We began by evaluating the client’s overall structure and walking them through various tax scenarios, comparing their existing LLC setup with the potential benefits of S corporation status. After thorough analysis, we filed for S-corp elections for all entities and successfully backdated the filings to the prior tax year. This strategic move alone saved them over $20,000 in taxes in the first year. We also implemented a more efficient method for allocating shared expenses, such as payroll and insurance, ensuring that each entity carried its fair share of the costs. Currently, we’re working with the client to properly allocate income, as customers are engaging with services from multiple companies.

With smarter structuring and proactive tax planning, this client transformed a complex operation into an organized, tax-efficient system, resulting in over $20,000 being reinvested in their business.

Peace of Mind, With Trusted Support

Client Profile

This client had a full-time bookkeeper handling day-to-day finances, but the business owner lacked the time and accounting background to verify that everything was being done correctly.

He worried about underpaid sales tax, inaccurate deposits, and whether anything was slipping through the cracks.

Although he trusted the person, he didn’t trust the processes.

Our Solution

We began providing weekly oversight, acting as an extra layer of review and accountability. We ensured everything aligned and nothing was missed. When the in-house employee eventually left the company, we quickly stepped in to support the operations of the business during the vacancy. Upon hiring the new in-house bookkeeper, we helped with onboarding and overseeing the new hire.

With us in place, the owner has peace of mind knowing that if there are any issues, we’ll catch it and get things back on track quickly.

With proactive oversight in place, the client gained lasting peace of mind and a system they could trust.

The Value of Personal Service: Why Clients Leave and Why They Stay

Client Profile

This business came to us frustrated by their experience with a prior CPA who had taken a completely hands-off approach. Everything was done through a portal, questions were handled from a distance, and even tax return delivery was reduced to a DocuSign link. They didn’t feel heard and more importantly, they felt like things were being missed.

What they wanted wasn’t complicated: conversations, in-person check-ins, and a sense that someone was looking out for them.

Our Solution

We began meeting with the client monthly at their office, walking through their QuickBooks questions, filing sales tax, addressing concerns, and discussing proactive tax strategy. These face-to-face sessions created an open communication channel, opportunities for better decision-making, and the support they’d been missing. At the end of the year, we sat down together, walked them through their returns, and made sure everything felt right before a single form was signed.

What seemed like a small request, “We want to see you in person,” – we delivered the strategy they needed and the relationship they wanted, building trust the old-fashioned way.

Better Job Costing,

Better Decisions

Client Profile

This client operated a project-based business, but had low awareness of the financial performance of each individual job. Income and expenses were being tracked in aggregate, leaving it unclear which projects were profitable and which were depleting resources.

The client was quoting work without knowing the true costs, underestimating overhead, and missing key insights that could have guided better decisions.

Our Solution

We implemented job costing by setting up projects inside QuickBooks, allowing the client to allocate both income and expenses to specific jobs. This provided real-time visibility into each project’s financial scope. With accurate job-level data, the client can now quote more effectively and identify which types of jobs are worth pursuing and which ones to avoid.

With project-based financial tracking in place, this client is confident to make data-driven decisions that protect profit on every job.

How Outsourcing Brought Stability After Leadership Turnover

Client Profile

This client, a nonprofit organization, first approached us for limited oversight after deciding to part ways with their outsourced CFO. Within two weeks, their COO also gave notice, and suddenly, the president was left without any internal financial leadership or systems in place.

With no working knowledge of their financials and a board that needed regular reporting, they faced a serious gap in both function and strategy.

Our Solution

What began as an external review quickly evolved into a full-service engagement. Our team stepped in to handle all bookkeeping and accounting functions, including payroll processing, HR support, bill payment, monthly financial reporting, and audit preparation. We established consistency and helped set strategic pricing for membership and sponsorships, and ensured the board received accurate, timely reports to guide decision-making. By stabilizing operations, we gave leadership the structure they needed to move forward.

The client turned a moment of instability into a dependable structure for long-term financial control.

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