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.
March 27 , 2023
Planning & Analysis (Financial Services FinTech Startup)
Industry: Privately Held FinTech Startup (Financial Services) Client Overview A startup FinTech company in financial services has initially raised capital..Read More
January 03 , 2023
Technical Accounting for a Privately Held Consumer Lender
Industry: Privately Held Consumer Lender Client Overview A subprime consumer lender, which experiences large credit losses as part of normal..Read More
December 26 , 2022
Finance Transformation (Food Manufacturer/Distributor)
Industry: Food Manufacturer/Distributor Client Overview A food manufacturer/distributor engaged CFOCP to support the incoming CEO’s vision for growth. The company,..Read More
February 07 , 2020
Case Study – Creation of Interim Financial Statements and MD&A
Industry: Financial Institutions Type of Service: Accounting & Finance Outsourcing New Jersey community bank (Target) with assets approaching $300 million..Read More
July 23 , 2019
Case Study – Cutting the Cord – Creating Infrastructure for..
Industry: Media Type of Service: Determine requirements to operate the business independent of its former owner and help design new..Read More
January 29 , 2017
Industry: Manufacturing/ Distribution/ Consumer ProductsType of Service: Technical Accounting, Pre-audit
Engaged to produce global consolidated financial statements for chemical manufacturing company doing business in the US, Europe and middle-east. The..Read More
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