What a Real Financial Partnership Actually Looks Like
When accounting and strategic advisory are handled by the same team, the impact goes well beyond compliance.
Case Study #1
INDUSTRY:
Long-term care facilities
REVENUE:
~$5M
Key Problem:
Years of unreliable books, no financial visibility, significant hidden costs, and no path to exit
What we Did:
Full accounting overhaul, operational cost analysis, infrastructure build, and Path to Exit roadmap
RESULTS:
Case Study #2
International Marketing Agency | E-Commerce
INDUSTRY:
International marketing agency
REVENUE:
~$2.5M
Key Problem:
$266K in legacy debt, liquidity crisis, unpredictable cash flow, and a shrinking market
What we Did:
Cash flow stabilization, billing audit, data-driven reorganization, and forward-looking financial model
RESULTS:
Operating profit improved 681% despite a 23% revenue decline
Case Study #3
Manufacturing and Distribution | US-Based
INDUSTRY:
Manufacturer and distributor
REVENUE:
~$6M
Key Problem:
Internally managed books that couldn't be trusted, no margin visibility, and decisions made without data
What we Did:
Accounting rebuild, AR/AP overhaul, margin analysis by product line, and cash flow forecasting
Results:
Cash position went from hand to mouth to consistently positive
Gross margin visibility established by product line for the first time
AR/AP cycle time improved 33% (42 days to 28 days)
