Case Studies
Representative engagements, anonymized at the client level. Figures are actual where shown, and nothing here is invented. More are added as engagements conclude.
Case Study 1
Industry: recruiting / sales-talent, early stage · Engagement: Phase 1 financial cleanup · Duration: about 8 weeks
Situation: Growing fast and founder-led, with books that could not answer basic questions about margin or cash.
What we did: Wrote a revenue recognition policy; built a bookkeeper SOP and monthly close checklist so the close survives turnover; built a 13-week cash forecast and a hiring decision model; and delivered a management reporting workbook the founder reviews monthly.
Result: The founder now sees margin and cash by service line instead of guessing. Delivered on time, on scope, and on the fee agreed up front.
Case Study 2
Industry: defense / government contracting · Engagement: 13-week cash forecast and lender prep
Situation: Needed credible, forward-looking cash visibility and a financing package a lender would take seriously.
What we did: Built and cleaned up a 13-week cash forecast, assembled the lender package, and prepared the business for the financing conversation.
Result: The owner walked into the financing conversation with a clean, forward-looking cash picture and a package built to a lender's standard, instead of back-of-envelope numbers.
Additional engagements across agriculture, hospitality, and engineering are being added here as they conclude.
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