Client Outcomes
Measurable outcomes from Fractional CFO, systems, and AI engagements with growing businesses.
Aviation · Field Services
Rapid post-COVID growth pushed a 25-year operator past mom-and-pop bookkeeping. It had also pushed them past two prior accounting relationships that never delivered the operational fit and leadership the business needed.
25 years in business before the first proper reports & projections package
Read the case studyFinance Operations · Month-End Close
A controller's critical monthly workflow ran on spreadsheets and email. Roughly fifteen hours of manual reconciliation every month, with no audit trail and no easy way to scale as the business grew.
~15 hrs/month removed from a recurring manual workflow
Read the case studyFinancial Services · Multi-Client Reporting
A finance firm needed client-specific QuickBooks reporting at scale, but the marketplace connector path meant recurring per-client fees and a reporting layer they didn't fully control.
$1,000+ saved vs. third-party connector path (and growing)
Read the case studyMid-Market Finance · ERP-Connected Reporting
Leadership ran on Google Sheets models they had refined for years. Finance ran on NetSuite. Closing the gap with off-the-shelf BI tools was expensive and threw away models the business already trusted.
100+ hrs/year not spent rebuilding reports in NetSuite or BI tools
Read the case studyHealthcare · Outpatient Therapy
Clinical staff at an outpatient PT clinic were losing measurable productive time to repeatable browser workflows inside their EMR. That time came directly out of patient care and provider schedule capacity.
~15 min per patient encounter reclaimed
Read the case studySmall Business · Bookkeeping Operations
Every month the owner exported bank transactions, manually cleaned and reformatted them, then imported into QuickBooks Online. The work was tedious, error-prone, and grew with the business.
Fully automated monthly prep that was previously all manual
Read the case studyNot every story is about faster closes or cleaner books. Sometimes the work that matters most is quiet, patient, and personal.
Personal Finance · Continuity
A longtime client paid for life insurance every month. She just didn't know where the policies were, or what they were worth.
$1M+ combined policy value located
Read the case studyGet Started Today
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