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Client Success Stories
Real feedback from individuals and small businesses who’ve partnered with Sunrise Finance & Consulting. See how we bring clarity, confidence, and simplicity to every engagement.
“Tax season used to stress me out. Todd handled everything—from W-2s to rental income—and got me a larger refund than I expected.”
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Case snapshot: Emily R., 28, graphic designer.
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Challenge: First-time landlord unsure how to report rental income.
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Solution: Setup a clear Excel template, prepared Schedule E, and optimized deductions.
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Outcome: Stress-free filing and $1,200 extra refund.
“I thought monthly bookkeeping was too expensive—turns out it’s saved me hours every week and kept me audit-ready all year.”
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Case snapshot: Marcus L., 35, e-commerce entrepreneur.
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Challenge: Falling behind on QuickBooks entries, risking errors.
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Solution: Implemented QuickBooks Online with weekly reviews.
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Outcome: 20+ hours saved monthly and error-free financials
“Todd’s investment plan helped me feel confident about my 401(k) rollover and set up a tax-efficient IRA.”
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Case snapshot: Priya S., 42, marketing manager.
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Challenge: Unsure how to move employer plan without penalty.
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Solution: Reviewed options, executed rollover, and rebalanced portfolio.
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Outcome: $8,000 streamlined into an IRA with lower fees.
“As a solopreneur, I struggled with quarterly taxes. Now I have a calendar, personalized reminders, and zero late-filing fees.”
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Case snapshot: Kevin M., 50, freelance photographer.
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Challenge: Missing estimated-tax deadlines and penalties.
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Solution: Created a tax calendar in Google, automated reminders via email.
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Outcome: On-time payments and $500 saved annually in penalties.
“Todd simplified my nonprofit’s payroll and sales tax filings—no more guessing forms or deadlines!”
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Case snapshot: Hope Church Food Pantry, nonprofit.
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Challenge: Volunteer staff payroll and occasional taxable sales.
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Solution: Set up Paychex integration for payroll and quarterly sales-tax filings.
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Outcome: 100% compliance and 30% time saved every quarter.
“I’ve never felt more in control of my cash flow—monthly reports highlight where I can reinvest or cut back.”
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Case snapshot: Jenna T., 31, boutique fitness instructor.
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Challenge: Variable monthly income made budgeting impossible.
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Solution: Delivered simplified monthly P&L reports with actionable insights.
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Outcome: 15% increase in net profit within three months.
“Filing my rental property taxes used to be a nightmare. Todd’s detailed worksheets made it painless.”
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Case snapshot: Carlos G., 58, part-time landlord.
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Challenge: Multiple properties, scattered receipts.
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Solution: Consolidated records, created cloud folder structure, and pre-filled forms.
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Outcome: Zero errors and a 25% reduction in preparation time.
“My small law firm finally has reliable bookkeeping and payroll—now I spend more time practicing law, not chasing receipts.”
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Case snapshot: R&K Legal LLC, two-attorney firm.
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Challenge: Lapsed bookkeeping and inconsistent pay for contract staff.
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Solution: Implemented monthly QuickBooks reconciliations and payroll via Gusto.
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Outcome: Clean books, on-time paychecks, and better cash forecasting.
“Todd turned my messy QuickBooks file into intuitive dashboards. I can now see profit by project in seconds.”
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Case snapshot: Beacon BuildCo, small construction company.
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Challenge: Complex job-costing lost in raw transaction data.
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Solution: Customized QuickBooks projects, created dynamic dashboards.
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Outcome: Real-time visibility on job profitability and better bidding decisions.