Client stories

What changed when they called us

Six clients, six different problems: late books, a sales tax mess, a missed tax credit, an IRS letter. Here is what we found and what it was worth.

Chris Dalton, owner of Ember Coffee Roasters, holding a notebook in his roastery

Industries we serve

Restaurants, practices, trades and families

Names and details are shared with each client’s permission.

In their words

What clients say after their first year

  • Megan Hale, owner of Juniper Table, standing in her restaurant with arms crossed

    I used to find out how a month went in the middle of the next quarter. Now I know every Monday, and the tip credit alone paid for Quantro several times over.

    Megan HaleOwner, Juniper TableRead the story of Megan Hale
  • Dr. Karen Whitaker and Dr. Tom Whitaker standing in a treatment room at their dental practice

    We knew dentistry, not lending. Quantro gave us numbers we trusted and the bank trusted. That made the decision easy.

    Dr. Karen WhitakerCo-owner, Ridgeline Family DentalRead the story of Dr. Karen Whitaker
  • Ryan Hartley of Hartley Builders in a white hard hat and safety glasses

    Now I bid with real numbers instead of gut feel. We turned down two jobs this year that I know would have lost money.

    Ryan HartleyOwner, Hartley BuildersRead the story of Ryan Hartley

Free 30-minute consultation

Let’s make next tax season the calm one

Tell us where things stand. We’ll tell you what we’d do first and what it would cost, in writing, within two business days.

An advisor welcoming two new clients to a consultation in a bright office