Client case studies

Real results from owners who got clear on their numbers

Contractors, practice owners, agencies, and shops that were busy and growing but guessing about cash, margins, and their own pay. Here is what changed once they had a real financial system and a CFO in their corner.

315+businesses served
40+industries
20written case studies
11video interviews

Written case studies

The full story behind each engagement: where the business started, what we found in the numbers, and what changed.

Excavation case study
Excavation

Excavation company: from cash crisis to a $10M growth plan

A $3M excavation contractor was profitable on paper but scrambling to make payroll. A budget, a rolling cash forecast, and a monthly close changed that.

Result $900K+ more revenue in 6 months
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Crane & concrete case study
Crane & concrete

$13M crane and concrete company goes from financial fog to full clarity

No divisional P&Ls, no budget, and a rising tax bill. Here is how they built real visibility and a smarter growth strategy.

Result Divisional P&Ls and a real budget
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General contractor case study
General contractor

$8M general contractor goes from guessing to knowing his numbers

Every financial decision was made from the bank balance. Real cash flow visibility changed how he runs the company.

Result Decisions from a forecast, not the bank balance
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Roofing case study
Roofing

$6M roofing franchise owner gets real financial visibility

QuickBooks showed $75K in profit and $700K of bad data on the balance sheet. Here is how it got fixed and what changed after.

Result $700K of bad data cleaned up
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Home installation case study
Home installation

Home installation company turnaround

Revenue fell by more than half. The company corrected its books, recovered its receivables, and rebuilt its systems.

Result $222K in receivables recovered
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Waste services case study
Waste services

$6M waste hauler improves its financial position by $240K

A Southern California waste hauling company went from unreliable books to a major year-over-year improvement.

Result +$240K year over year
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Dental case study
Dental

Texas dentist goes from cash anxiety to a $2.2M acquisition

A $2.5M practice had strong revenue and no financial clarity. A real financial system led to a confident acquisition offer.

Result $2.2M acquisition
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Dental case study
Dental

Dental practice: profitable on paper, cash-poor

A Midwest practice with an 85% gross margin still could not pay its owner consistently. Here is where the cash was going.

Result Found the cash drain behind an 85% gross margin
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Pediatric therapy case study
Pediatric therapy

Pediatric therapy practice: from 4% profit to a real plan

Over $3M in revenue, a 4% net margin, and no budget or projections. What changed in 10 weeks.

Result A real plan in 10 weeks
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Physical therapy case study
Physical therapy

Cash-pay PT practice: from guesswork to consistent owner pay

A North Carolina PT owner near $500K in revenue could not answer basic financial questions. Now he pays himself on a schedule.

Result Consistent owner pay
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Physical therapy case study
Physical therapy

Golf PT practice builds financial systems for smarter growth

A golf-focused physical therapy owner had no consistent financial review. Now pricing, hiring, and growth decisions are backed by numbers.

Result Confident pricing and hiring decisions
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Chiropractic case study
Chiropractic

$1.3M chiropractic clinic finds the confidence to expand

A thriving clinic could not trust its own numbers. Financial coaching uncovered hidden profit and built the confidence to grow.

Result Hidden profit uncovered
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Med spa case study
Med spa

Med spa builds financial clarity on the way to $2M

How one med spa owner reached $2M in revenue with clean books and a confident growth strategy.

Result $2M in revenue
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Home care case study
Home care

Home care agency turnaround after a payer rate cut

A major payer cut her reimbursement rate. She found hidden savings and rebuilt the business around real margins.

Result $110K in hidden savings
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Home care case study
Home care

Home care owner goes from cash chaos to clarity

He grew fast but flew blind on his finances. Clean books and clear margins turned uncertainty into confident decisions.

Result Clean books and clear margins
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Auto body case study
Auto body

Busy auto body shop finds the margin it was missing

Twenty years in business and a full schedule, but he had been losing money on his most common work. Here is what the numbers showed.

Result Found the jobs that were losing money
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Auto repair
Auto repair

$1.3M auto repair shop learns its real gross margin

Ten years in business without ever calculating real gross margin. Here is what changed once he did.

Result Real gross margin, finally
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Parts distribution
Parts distribution

Parts distributor finds out where its margin was going

A South Florida auto parts and equipment distributor was growing but could not see where its margin was going. Here is what the numbers showed.

Result Finally knows where its margin goes
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Marketing agency case study
Marketing agency

$8M lead-gen agency gets financial clarity in 12 weeks

From zero financial confidence to clean accounting, automated reporting, and a CEO dashboard.

Result CEO dashboard in 12 weeks
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Salon case study
Salon

$900K salon learns to read its own numbers

Clean books were not enough. Here is how this owner built cash flow systems, improved margins, and stopped managing by gut feel.

Result Margins up, decisions by numbers
Read the case study →

No written case studies in this industry yet. Check the video interviews below.

Video interviews

Owners describing in their own words what it was like before and after working with us.

Jason Lundy, Lodestar Construction Services
Jason LundyLodestar Construction Services
Paul Kesner, Roof King & Restoration
Paul KesnerRoof King & Restoration
Cort Geary, Geary Electric Company
Cort GearyGeary Electric Company
Scott Reynolds, Purpose Pools
Scott ReynoldsPurpose Pools
Derek Nolte, TruHome Property Solutions
Derek NolteTruHome Property Solutions
Simona Rozhko, evna Media
Simona Rozhkoevna Media
Elizabeth Green, Green Communications
Elizabeth GreenGreen Communications
Rob Estep, Listing Marketing Pros
Rob EstepListing Marketing Pros
Jason Malki, StrtupBoost
Jason MalkiStrtupBoost
Stephanie Coppedge, Gideon Math & Reading
Stephanie CoppedgeGideon Math & Reading
Javier & Marissa Carlin, The Practice Revolution
Javier & Marissa CarlinThe Practice Revolution

No video interviews in this industry yet.

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