Real Stories. Real Results.

Think back to when you started your organization...

You had big dreams of changing the world or your industry.

You probably had that drive to succeed & were laser focused on making it happen.

Along the way you looked up & realized you had too much on your plate in the day to day, finance included, which makes it harder to be strategic.

Our goal is to simplify all things finance. This makes it easier to understand & be used as a proactive tool for your organization.

Imagine if you had a clear view of where your cash will be over the next 12 months, saved time every month on finance tasks and had an expert you could turn to when new problems pop up.

We've seen leaders get out of the spreadsheets & back into driving their mission forward time & time again.

That same story is true for the 50+ different organizations we've provided finance support to.

Here are some of the highlights of the results we've been able to help organizations achieve:

✅ 300% revenue increase

✅ $50m business acquisition

✅ $30k/year cut in unnecessary spend

✅ $1.5m fundraising secured via financial forecast

✅ Financial peace of mind (one CEO’s words, not ours)

Here are a few of the results

Nonprofit, $2.5m Annual Revenue

Oversaw budget process & worked with board to get the annual budget approved. In addition, we helped re-write the organization's financial policies & procedures document.

Nonprofit, $1.5m Annual Revenue

This organization is growing very fast in recent years with some high profile donations. They were operating without a forecast or regular monthly financial reporting. We established a cadence to work with their accountant and produce board-level reporting for the leadership team every month. We reviewed risks + opportunities so leadership could take action quickly.

Nonprofit, $1m Annual Revenue

Built new budget/forecast tool that is tied to the # of people served. This gave the leadership team a better understanding of the unit economics of their organization.

It helped them see opportunities to provide their service more efficiently which helped better tell the story with raising money from donors.

Small Business, $25m Annual Revenue

Developed budget/reporting infrastructure that showed owner the performance for each of his three locations. This allowed him to make staffing decisions and allocate the right resources to the locations that needed additional support.

Small Business, $20m Annual Revenue

Produced a forecast that gave insight into their cash flow. Their business operated off of very large customer payments and vendor payments that often didn't align. They were managing cash without any forecast and it came close several times. After the forecast was established, we were better able to evaluate their billing timing to avoid future cash issues.

Small Business, $8m Annual Revenue

Developed 12 month rolling forecast to give executive team clarity on their cash runway. This gave them confidence to make investments in their business sooner than they would have otherwise.

We met every two weeks so they always had up to date visibility into their cash.

We partnered with the bookkeeper/accountant to shift from cash-based to accrual-based accounting. This, in addition to the forecast, helped prepare them for a nearly $50m purchase of a portion of their business.

Small Business, $6m Annual Revenue

Helped the CEO "sleep better at night", per his words. The company was spending quite a bit more each month than they were bringing in after a large investment. We developed a weekly cash flow report to give the CEO insight into cash over the next three months.

Gave clarity to executive team as to which marketing & sales channels were effective. This led to a re-allocation of resources into more effective channels, which helped reach more ideal customers. Also identified $30k of recurring subscriptions that were no longer needed.

Small Business, $1m Annual Revenue

Client was curious if they were pricing their product in line with their costs. We worked with the client to understand all of the inputs to their product. This helped them understand how much it cost to sell one additional unit of their product. They took this information & adjusted pricing to better cover their costs. This helped them be able to invest in other key areas of their business with the extra money.

Small Business, ~$400k Annual Revenue

We helped build a three year forecast for this company that helped raise $1.5m. It gave them insight into cash runway & how certain changes to their business would impact the bottom line.

We also did a pricing analysis that revealed an opportunity to increase gross margin (and ultimately more cash for the business). The company saw a 50% increase in revenue immediately.

Produced analysis to provide clarity on a $20+ million vendor decision.

Small Business, ~$100k Annual Revenue

Produced pricing analysis to show the impact of a price increase on revenue with churn built in. This gave the founder confidence to test new pricing. The end result was a nearly 300% increase in revenue (yes, 3x!). This helped extend their runway of their business.