Case Studies

Our Work

Real results for real businesses. Here's how we've helped companies like yours secure capital, reduce taxes, and build financial systems that scale.

Regional Distribution Company

From Cash Flow Crisis to $2.4M in Working Capital

A mid-size distribution company was struggling with unpredictable cash flow and couldn't secure financing for growth. We embedded as their fractional CFO, rebuilt their financial infrastructure, and positioned them for a successful credit facility.

$2.4M

Working Capital Secured

38%

Gross Margin Improvement

6 Months

Time to Results

CFO Advisory
Cash Flow
Financing

Multi-Location Service Business

$340K in Tax Savings Through Entity Restructuring

A service business operating across three states was overpaying in taxes due to a misaligned entity structure. Our proactive tax strategy identified $340K in annual savings through restructuring, deduction optimization, and multi-state planning.

$340K

Annual Tax Savings

3 States

Tax Compliance Streamlined

22%

Effective Tax Rate Reduction

Tax Strategy
Entity Structuring
Multi-State

E-Commerce Brand

Real-Time Financial Visibility Across 4 Sales Channels

A fast-growing e-commerce brand had no unified view of their financials across Amazon, Shopify, wholesale, and retail. We built a custom AI financial dashboard that consolidated all data streams into a single real-time command center.

4 Channels

Unified in One Dashboard

12 Hours

Saved Per Month on Reporting

94%

Forecast Accuracy

AI Systems
Automation
Reporting

Professional Services Firm

Scaling from $1.2M to $4.8M in 18 Months

A professional services firm was growing fast but lacked the financial infrastructure to sustain it. We stepped in as their embedded financial operations partner — managing reporting, cash flow, and investor relations through a critical growth phase.

4x

Revenue Growth in 18 Months

$1.8M

Capital Raised

99%

On-Time Financial Close Rate

Functional CFO
Growth
Capital

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