> Case Studies
- Managing Technology Means Managing Your Business
When a client in the relocation industry wanted to utilize their technology as a strategic asset, they realized they needed to use technology more efficiently and needed systems that supported the growth they were experiencing in both clients and employees. BPK&Z helped them to create a technology plan to be used as a road map to reach their goals. Read More
- R&D Tax Credit – Are you Missing Out?
When the owners of a plastic injection mold company were looking to put together a buy-sell agreement and also needed a business valuation to implement a succession plan, they called BPK&Z. Once the buy-sell agreement was negotiated, BPK&Z talked with the two remaining owners about beneficial changes, which could be made to help make their business more profitable. Impressed by their observations, the owners retained BPK&Z as their on-going accountants. Read More
- How Your CPA Firm Can Drastically Reduce the Tax Burden in the Early Years of Owning Your New Building
When the owner of a long-time manufacturing job shop mentioned the company had outgrown its space and would be building a new facility, BPK&Z was listening and recognized taxes on the new building would be a big issue for this client. Read More
- Can Your Customers Love Your Company to Death?
Shortly after starting to work with BPK&Z, a plating company client began to see its unique differentiator become its unique challenge. The plating company was known for doing small runs, having an accommodating schedule, and handling rush orders. While customers were happy, company profitability was a continuing issue. The sales team was selling the rush orders easily, but they were also giving pricing concessions on those same orders. The company started losing gross margin and profitability as a result. Read More
Professional Services Case Studies
- Heed the Warning Signs to Avoid an Unnecessary Audit
When the owner of a mid-size engineering firm asked members of a trade association that they and BPK&Z both belong to who they recommended for a CPA firm, BPK&Z's name came up. The engineering firm was unhappy with their current CPA and needed a second opinion on their financials. Read More
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