Featured Case Studies
Proven Solutions to Navigate Complex Accounting Problems
Since 2006, our CFO consulting services have helped businesses like yours increase profitability and navigate through uncertain times.
Regardless of your company’s industry, size or status, our fractional CFO financial consulting partners will tap their vast experience and resources to help you get on the right track toward financial stability or realization of an exit strategy.
Our case studies showcase our premier financial management services, which have helped C-suite clients and businesses navigate complex accounting and finance problems while resolving unique financial dilemmas.
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Recovering Embezzled Assets (Forensic Accounting)
Industry: Privately Held, Telecommunications Company Client Overview A global provider of long-haul, telecommunications services wanted to identify the surprisingly high..
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Diversifying Overreliance on Larger Clients (Exit Strategy)
Industry: Privately Held, National Signage Company Client Overview A $50-million national signage company, which catered to high-end, retail clients, wanted..
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Transforming Data Into Insight
Industry: Midsize, Manufacturing Company (Retail) Client Overview The owner of a privately owned company maintained five data streams that captured..
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Resolving FP&A Emergency (Publicly Traded Community Bank)
Industry: Midsized, Publicly Traded Community Bank (Financial Services) Client Overview A community bank experienced employee turnover in the Finance Department,..
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Restating Financial Statements (Forgings)
Industry: Midsize (Pipe Fittings and Forgings Company) Client Overview This privately held forgings company, which began as a cannon ball..
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SEC Quality Review (Publicly Traded Community Bank)
Industry: Community Bank (Financial Services) Client Overview A publicly traded community bank wants a comprehensive and objective “internal” quality assessment..
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