Case Studies

Case Studies

Real results for growth-stage SaaS and founder-led companies.

Healthcare SaaS Company

From Cash-Based Reporting to Scalable Subscription Infrastructure

Growth-stage healthcare SaaS company operating on a subscription model.

Key Wins

  • Reduced reporting lag by 75% (60 → 15 days)
  • Eliminated 8 hours per week of manual billing reconciliation
  • Automated subscription invoicing and collections via Salesforce + Stripe
  • Established accrual-based revenue recognition and deferred revenue tracking
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Forecast Model Transformation

From 146-Tab Spreadsheet Chaos to Scalable Forecasting Infrastructure

Founder-led revenue-generating company with complex forecasting needs.

Key Wins

  • Reduced model complexity by 90%+ (146 tabs → 15 tabs)
  • Automated QBO and payroll data integration
  • Enabled multi-scenario forecasting through 2030
  • Built executive dashboard with goal-seek modeling capability
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Revenue Integrity & Deferred Revenue Correction

From Reporting Risk to Audit-Ready Financial Accuracy

Growth-stage SaaS company with deferred revenue and VAT tracking inconsistencies.

Key Wins

  • Identified and corrected $158K in overstated accounts receivable
  • Rebuilt deferred revenue schedule with 0.05% model variance accuracy
  • Standardized VAT and COGS allocation methodology
  • Strengthened audit readiness and financial reporting integrity
View Case Study

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