Case Studies

Case Study: Building Clarity and Control with a Budget and Cash Flow Framework

Challenge When we first came on board, the business didn’t yet have a structured budget or cash flow forecast to work from. While sales were growing, there wasn’t a clear... Read more...

Case Study: Peace of Mind for a Family-Run Business

Challenge Running a small business means wearing many hats, and finance often ends up at the bottom of the list. Our client wanted confidence that the bookkeeping and accounting were... Read more...

Case Study: Turning Tariff Turmoil into a U.S. Growth Opportunity

Challenge In early 2025, U.S. trade policy changed almost overnight for an existing client. On April 2, 2025, the White House announced an Executive Order eliminating the duty-free de minimis... Read more...

Case Study: Guiding Start-Up Growth with Board-Level Advisory

Challenge This business had ambitious growth plans but lacked the experience of a seasoned C-suite executive to help steer the way. The founders were focused on the day-to-day, leaving little... Read more...