Case Studies | The Small Business Advisor

$100,000 Gone Missing: How The Small Business Advisor Helps a Client Identify the Source of Fraud

by WSI-SbA-Auth | Oct 22, 2025 | Case Studies

Here’s a recap of a financial incident involving my client in a specialized real estate service. This underscores the critical importance of regular financial reviews and having special services from the bank turned on. Upon learning that a main business account had...

Case Study: Bringing Clarity to Trust Accounting for a Real Estate Closing Attorney

by WSI-SbA-Auth | Oct 22, 2025 | Case Studies

The Challenge A small three-person law firm in the suburbs of a major city was struggling with one of the most sensitive areas of their practice, managing client trust and IOLTA accounts. The firm’s owner, a real estate closing attorney, was overwhelmed and stressed....

Case Study: Building the Right Team for a Business Purchase

by WSI-SbA-Auth | Oct 22, 2025 | Case Studies

Client Background A first-time business buyer came to us during the purchase of a company. She was handling the entire process on her own, without a CPA, relying on a broker who represented the seller, and working with an attorney who had some business purchase...