See What Better Financial Decisions Can Change.
Explore how financial leadership, reporting, and operational analysis have helped businesses address challenges and improve performance. These case studies reflect actual professional experience; identifying details may be withheld or modified to protect confidentiality.
2%-3% → 8%-9%
Net profit margin improvement
14 months
Timeframe for reported improvement
Construction: Protecting Job Margins and Improving Cash Flow
A construction company with approximately $65 million in annual revenue and multiple active projects.
10 days
Reduction in days sales outstanding (DSO)
30% increase
Average monthly cash available for operations
Manufacturing: Improving Inventory Control and Product Profitability
A steel fabrication and manufacturing company with approximately $30 million in annual revenue, producing barndominiums and other steel structures.
5% → 12%
Net profit margin improvement
82% → 93%
Patient appointment arrival rate
Healthcare: Improving Financial Reporting Across Multiple Locations
A multi-location healthcare organization with approximately $15 million in annual revenue seeking stronger financial reporting and clearer visibility into location profitability.
3 → 9 months
Operating reserve coverage
30% increase
Average monthly unrestricted cash available for operations
Nonprofit: Strengthening Cash Reserves and Board Financial Reporting
A community-serving nonprofit seeking stronger operating reserves, clearer cash planning, and more effective board financial reporting.
Completed sale
Acquired by a publicly traded company
$14M
Annual revenue
Landscape Construction: CFO Leadership Through a Sale to a Public Company
A landscape construction company with approximately $14 million in annual revenue that engaged dedicated CFO support for its sale to a publicly traded company.
+5 percentage point improvement
Contribution margin improvement
4x → 6x
Inventory turnover improvement
CPG: Improving Product and Sales Channel Profitability
A consumer packaged goods company with approximately $4 million in annual revenue seeking clearer product profitability, stronger inventory planning, and better-informed growth decisions.