Close cycle cut from 18 days to 7
60-person services firm with a chaotic close. We rebuilt the close workflow, automated reconciliations with AI, and trained the internal team to run it.
Sanitized for confidentiality. Real engagements, real outcomes, real founders. Each case ships with a downloadable one-pager, and a senior advisor ready to walk you through it.
60-person services firm with a chaotic close. We rebuilt the close workflow, automated reconciliations with AI, and trained the internal team to run it.
A two-sided B2B marketplace with healthy GMV growth but flat contribution margin and a board threatening to cut growth spend. We rewrote the take rate model, killed the wrong subsidies, and turned the unit economics inside out.

Average gross margin improvement in Year 1, across cohort, pricing, and supplier-terms work.
Average cash flow unlocked per engagement through working-capital and AP/AR re-engineering.
Faster fundraise close versus in-house-only finance teams, measured kickoff to wire.
Client retention after the first retainer year. Founders stay because the numbers compound.
Start here,
Book a free 20-minute discovery call, or go straight to a $400 CFO Diagnostic. The Diagnostic delivers a working read of your cash position, runway, and top 3 financial risks within two weeks. Whether you engage further or not, it's the clearest financial picture most founders have ever seen.