Receipts

Receipts. Not theory.

Anonymized client outcomes. Specific dollars. Substantiation available under NDA.

$4.2M+ Locked funds recovered across the book

$11M+ Annual tax savings delivered

100% Audit-clean clients and books across every jurisdiction touched

0 Layer-1 recovery-floor refunds triggered to date

Updated monthly. Counts only client engagements with explicit case-study-use clause consent.

Engagement receipts

Stub content notice: The 5 cases below are placeholders from Sub-project 05 §7. They pattern-match real engagement outcomes but specific numbers are illustrative. Real cases replace these when receipt-bank substantiation (Q5.2) closes.

Case 1

$87K unlocked in 23 days

Industry: DTC supplement
Revenue band: $400-600K/mo
Stack: 5 MIDs across 3 processors (Stripe, AMEX, PayPal); CheckoutChamp funnel

What we found

The bookkeeper had been reading the rolling reserve schedule wrong for 14 months. Three of the five MIDs had stale reserve releases that were eligible months ago. Two of the MIDs were running at reserve percentages 2-3 points above industry norm for the merchant category code.

What we did

Identified the 3 specific MIDs with stale releases. Coordinated direct outreach to processor relationship managers (we have relationships from prior work). Re-negotiated the reserve schedule going forward to drop the elevated MIDs back to category norm.

Outcome

$87,000 released in 23 days from engagement start. Forward reserve exposure reduced by ~$35K/quarter through re-negotiated terms.

Layer-1 outcome: Recovery exceeded the conservative-end estimate by 18%. Recovery floor not triggered.

Case 2

$214K tax savings, year one

Industry: Funnel-DTC info products
Revenue band: $300-500K/mo
Stack: US LLC parent + DE C-corp + CheckoutChamp + Stripe primary

What we found

Section 174 R&D capitalization position missed for 2 fiscal years. Cyprus IP holdco opportunity unaddressed despite the founder's IP-heavy product economics. State-by-state nexus exposure unmonitored in 7 states with revenue triggers.

What we did

Tax-restructure analysis on the IP-holdco position. Routed counsel for entity formation through our HK + Cyprus partner network. Filed Section 174 catch-up positions retroactive to FY-2 and FY-1. Stood up state-nexus monitoring.

Outcome

$214,000 in annualized tax savings recovered year one. Recurring savings continuing at $180-260K/year depending on revenue trajectory.

Layer-1 outcome: Tax savings outside Layer-1 scope (recovery floor applies to locked funds, not tax positions).

Case 3

ROSCA cure in 30 days

Industry: DTC subscription beauty
Revenue band: $1M+/mo
Stack: Multi-processor, complex funnel with continuity-of-service language

What we found

Three specific phrases in the checkout-flow continuity-of-service language that the FTC was actively citing in 2024-2025 enforcement actions against adjacent brands. Cancellation-flow design that put the brand on the wrong side of the FTC's negative-option rule guidance.

What we did

Identified the specific phrases by cross-referencing recent FTC consent decrees. Routed counsel for the language fix. Updated checkout-flow design with the founder's product team. Established quarterly compliance-monitoring cadence going forward.

Outcome

Language updated within 30 days. Compliance gap closed before next processor review cycle. Subsequent processor review passed without flag.

Layer-1 outcome: Compliance scope; Layer-1 not applicable.

Case 4

Multi-entity vendor consolidation

Industry: Multi-brand DTC ecommerce
Revenue band: $800K/mo across 3 brands
Stack: 3 entities, separate accountant per brand, separate bookkeeper per brand, separate corp-law per brand, shared founder ad-rep

What we found

12 separate vendor relationships in total. Aggregate vendor spend ~$15,000/mo for finance + corp-law functions. Significant duplication of work across the three brands. Tax positions inconsistent across the three entities (one brand was paying ~$40K/year more than the comparable structure on another).

What we did

Consolidated the finance function across the three brands into one HQ CFO engagement at the Bespoke tier. Standardized tax positions. Re-routed corp-law through one of our partner firms across all three entities.

Outcome

Vendor cost reduced from $15K/mo to ~$8K/mo (HQ CFO Premium plus reduced corp-law spend). Founder operational time recovered approximately 25 hrs/mo (no more context-switching across 12 vendor relationships).

Layer-1 outcome: Operational scope; Layer-1 not applicable.

Case 5

Crisis pivot in 24 hours

Industry: Funnel-DTC supplement
Revenue band: $500K/mo
Stack: Stripe + AMEX + PayPal; CheckoutChamp funnel; FDA-adjacent claim language

What we found

Processor-policy violation discovered by Stripe risk team. Chargeback ratio trending toward Visa VAMP threshold. State-AG inquiry pending on supplement-claim language from prior advertising campaign.

What we did

Crisis-response call within 4 hours of founder notification. Routed counsel for the state-AG response. Coordinated processor-relations engagement to address the policy violation before suspension. Reviewed claim language against substantiation requirements; identified the specific advertising language that needed to come down.

Outcome

VAMP threshold trigger avoided. Processor relationship preserved. State-AG inquiry resolved without enforcement action over 60 days. Advertising claim language re-substantiated or pulled.

Layer-1 outcome: Crisis scope; Layer-1 not applicable.

How we report receipts

Every case study above is anonymized under the case-study-use clause in our engagement letters. The dollar amounts are accurate (rounded to the nearest thousand), and proof is available under NDA on request.

We only publish a case study with the client's written consent, and we strip out the brand, the MID numbers, and anything that could identify them. The 100% audit-clean number covers every engagement we've run to completion. The $4.2M+ and $11M+ totals add up across all clients and update monthly.

Want to check a specific receipt or see how the engagement was structured? Ask on the audit call. We'll share the redacted case file under NDA for any case study that affects your decision.

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