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A $4M-revenue services company came to us with historical financials that didn’t reconcile, no visibility into margins by service line, and an owner pricing from gut feel. Reports arrived monthly — and went unread, because nobody trusted them.
The chart of accounts hid the profit drivers. We corrected the history, reconciled every account, and rebuilt the account structure around service lines. Within weeks the owner had the first monthly financials they had ever trusted.
With clean numbers in place, we implemented rolling forecasts, restructured the service offerings around what the margin data actually showed, and repriced the packages that were quietly losing money.
Read the other case study: +18% margin without raising prices → · Or see how our Fractional CFO service works →
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