Case studies
Real founders. Real numbers.
We don't do vague promises. Here's what actually changed for founder-led businesses after they handed us the books: the messes we untangled, and the decisions the numbers finally made possible.
Client names and identifying details are anonymized at their request. Metrics are real.
$10M+
Raised & secured for clients
15 days
Average faster monthly close
100%
Audit- & investor-ready books
$2–10M
The stage we specialize in
Monthly close time
30 → 8 days
Books closed by the 10th, every month
Capital raised
$4.0M
Runway visibility
13 mo
SaaS · $6M ARR
From un-fundable books to a closed seed extension.
A bootstrapped SaaS company had grown to $6M ARR on spreadsheets, but the numbers no investor could trust.
30→8 days
Close time
$3.0M
Seed extension raised
13 mo
Runway visibility
The challenge
Revenue wasn’t recorded properly. The financials were pieced together from multiple sources. The founder was facing increasing investor scrutiny.
What we did
Rebuilt the books from the ground up. Fixed years worth of errors. Consolidated the data and built an investor-ready model and Board pack.
The results
Clean financials, data-room ready models, and a closed $3M seed extension and rolling 13-month runway the founder can actually see.
"We went from dreading investor questions to walking in with a model they trusted."
Founder · SaaS company
Agency · $4.2M
Profitable on paper, broke in the bank, until we found the leaks.
Revenue was climbing but cash was always tight, and no one could see profit by client or project.
2 clients
Quietly losing money
58→71%
Utilization
Predictable
Cash flow
The challenge
Net-60 clients strangled cash, and the team was flying blind on which work actually made money.
What we did
Stood up client- and project-level P&L, a 13-week cash forecast, and utilization tracking by person and team.
The results
Identified two clients quietly bleeding margin, lifted utilization 13 points, and made cash predictable week to week.
"We finally know our real margin on every client, and we've fired the two that were costing us."
Founder · Creative agency
Team utilization
58% → 71%
More billable hours, same headcount
Unprofitable clients cut
2
Cash forecast
13-wk
Blended gross margin
+9 pts
After cutting the SKUs that lost money
SKUs cut
6
Sales-tax states filed
6
E-commerce · $8M
True margin, finally, and six losing SKUs gone.
Blended numbers hid which channels and products actually made money, while sales-tax exposure quietly grew.
+9 pts
Blended margin
6 SKUs
Cut (margin-losing)
6 states
Sales tax handled
The challenge
Ads, fees, shipping, and returns buried true COGS. No one knew real margin by product or channel.
What we did
Built true landed COGS, channel-level margin reporting, and sales-tax nexus tracking across states.
The results
Cut six margin-losing SKUs, lifted blended margin nine points, and closed the sales-tax gap before it became a bill.
"It changed how we buy inventory and spend on ads. We finally know what actually makes us money."
Founder · DTC brand
The through-line
Different businesses. The same three wins.
Every engagement is specific, but the pattern repeats. Here's what changes when the finances finally work.
01
Books you can trust
A clean monthly close, done on time: the foundation every good decision is built on.
02
Cash you can see coming
Forward visibility on runway and margin, so nothing blindsides you weeks out.
03
Decisions backed by numbers
Pricing, hiring, raising, cutting: made on data, not gut and a bank balance.
Your story could be next.
Book a 30-minute discovery call. We'll look at where you stand and show you what clarity would look like for your business, no pressure, no pitch.
