Case Studies
Real results from fractional CFO engagements — see how we help companies transform their finances.
Building Board-Ready Financials for a $22M IT Services Firm Raising Growth Capital
The Challenge A $22M IT services and consulting firm was preparing to raise $5M in growth capital to fund geographic expansion and a new managed services offering. The CEO had...
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Preparing a Creative Media Company for a Successful Acquisition
The Challenge The founder of a $6M creative media company — a content platform with licensing revenue, digital products, and brand partnerships — received acquisition interest from a strategic buyer....
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Turning a Cash Flow Crisis into a Growth Engine for a $12M E-Commerce Brand
The Challenge A mission-driven e-commerce company selling faith-based products had grown to $12M in revenue — but was running out of cash every quarter. Despite strong top-line growth, the founder...
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How an EdTech SaaS Company Went from Spreadsheet Chaos to CFO-Level Clarity
The Challenge A fast-growing EdTech SaaS company had hit $8M in annual recurring revenue — but their financial infrastructure hadn’t kept pace. Their lone bookkeeper was handling month-end close, but...
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