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Client results

Finance work that moves the numbers.

From a 900% jump in collections to a successful acquisition, here's what happens when startups and scale-ups get real financial leadership behind them.

+900%
Increase in collections — Guardrail
+220%
Sales growth — Amazon VAs
1
Successful acquisition supported
SaaS · Security

Guardrail

A high-potential security monitoring platform with a strong product — but a finance function that couldn't yet tell its story to buyers.

The challenge

Guardrail's founder came to us for a full finance setup. The books needed cleaning, invoicing was informal, and there were no presentable financials or metrics to show the true state — and trajectory — of the business.

What we did
  • Cleaned up the books and rebuilt the invoicing & billing process for all clients
  • Produced presentable, investor-ready financials and reporting
  • Built analysis and dashboards to monitor the health of the business
  • Developed SaaS metrics that made the company's progress clear to buyers
The results
+900%
Increase in collections
  • Billing process Rebuilt for all clients
  • Financials Investor-ready
  • SaaS metrics Live dashboards
Led to a successful acquisition of the company.
BPO · Call Center

Amazon VAs

A call-center solution that helps business owners outsource marketing support to overseas agents — ready to grow, but held back by the lack of a credible US presence.

The challenge

To win and retain US clients, Amazon VAs needed legitimate US financial infrastructure and the credibility that comes with it — payments, banking, and a professional financial footing.

What we did
  • Established a US presence with Stripe payment processing set up
  • Opened US business banking
  • Built the financial credibility that reassures US clients
  • Positioned the business to convert more prospects into paying clients
The results
+220%
Sales growth in a few months
  • Payments Stripe, live
  • Banking US account opened
  • US credibility Established
A credible US footing that unlocked new-market sales.
Real Estate · Investment

Stateside One

A real estate investment business that needed CFO-level insight to read the market, formalize its finances, and plan its next projects with confidence.

The challenge

Stateside One needed CFO advisory to analyze the business, make sense of market trends, and turn an informal finance operation into a real, repeatable function.

What we did
  • Provide a full fractional finance function on an ongoing basis
  • Analyze the business and market trends to guide investment decisions
  • Calculate return on assets (ROA) across the portfolio
  • Plan and model future projects
The results
Lower
cost
Formalized finance, reduced overhead
  • Finance function Fully fractional
  • Portfolio insight ROA by asset
  • Future projects Planned & modeled
An ongoing partnership steering smarter investment decisions.

Your business could be the next case study.

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