Proven Impact & Case Studies

Transforming SMB Accounting into Strategic Growth

See how high-growth companies use our 3-layer AI bookkeeping and fractional CFO framework to achieve total financial calm.

Ecommerce & Retail

How Lumina Home Extended Cash Runway by 14 Weeks

Client: Lumina Home

Automated daily inventory reconciliations and multi-channel sales tax tracking freed up executive bandwidth and prevented cash crunches during Q4 inventory build-ups.

+14 Weeks Cash Runway

99.4% Automated Categorization

$32k Tax Deductions Recovered

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SaaS & Tech

Streamlining ASC 606 Revenue Recognition for B2B SaaS

Client: CloudFlow Tech

Replaced manual spreadsheet accounting with automated ASC 606 revenue recognition and weekly 13-week cash runway modeling.

100% ASC 606 MTD Compliant

Board Prep: 3 Weeks to 2 Hours

2.4x ARR Expansion

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