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.
Mining, Minerals & Heavy Industrial
Client: Mid-Market Mineral Processing & Beneficiation Plant (Confidential Client)Financial Operating Model & Working Capital Strategy for an Industrial Mineral Processing Facility
Architected a dynamic operational and financial model for a commercial mineral beneficiation facility—integrating feed grade recovery curves, crushing unit economics, 13-week pre-export cash runway modeling, and bankable debt-sizing schedules to secure financing and optimize plant utilization.
52% Break-Even Utilization Floor
+$1.2M Working Capital Buffer Secured
2.35x DSCR for Debt Financing
34-Day Cash Cycle Reduction
Ecommerce & Retail
Client: Lumina HomeHow Lumina Home Extended Cash Runway by 14 Weeks
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
SaaS & Tech
Client: CloudFlow TechStreamlining ASC 606 Revenue Recognition for B2B SaaS
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