Client: $10M marketing company. Period: 18 months Turned around the business from significant losses to profitability. Identified profitability by customers and projects, refined costing and pricing models, improved and automated processes, rationalized office space, negotiated customer and vendor contracts
Client: $100M event management company Period: 6 months Saved $530K per year in costs through process improvements/automation and expense reviews/vendor negotiations
Enriched insights, quicker
Client: $10M staffing agency Period: 3 months Revamped and automated financial processes, implemented new systems, reduced monthly closing/reporting time from 15 days to 5 days, providing enriched insights using data analytics
Client: $60M print technology company Period: 6 months Realized $1.2M in savings through due-diligence and planning for acquisition.
New revenue stream
Client: $60M printing company Period: 3 months Identified $500K per year in new revenue opportunity and implemented processes for ongoing billing
Client: $10M marketing agency Period: 4 months Set up systems, forecasts, and processes in place and managed cash flow during a period of 200% revenue growth
Accurate month-end close, faster
Client: $100M business services company Period: 6 months Shortened monthly close cycle from 9 days to 5 days and enhanced the quality of financial and management reporting through process improvements
Client: $1M software company Period: 3 months Assisted with $1.5M equity raise through preparing investor deck, business plans, and financial model/projections.