Case Studies
Real Businesses, Real Results.
Real companies, real outcomes, and the work that drove them. Filter by what you are looking for.
$70M U.S. Manufacturer
Manufacturing / Composite Materials
Fractional CFOM&A
M&A Led From Diligence to Close
Sell-Side
$70M revenue
$2M Restaurant Group
Restaurant / Small Business
Fractional CFOBookkeeping OverhaulAutomation
Daily Sales & Reconciliations Automated
Real-Time
$2M revenue
$70M U.S. Manufacturer
Manufacturing / Supply Chain
Agentic TariffDynamic Pricing Model
Tariff-Proof Pricing, Run by AI Agents
~4 wks
$70M revenue
Gas Station Client
Gas Station / Fuel Retail
Back-Office Accounting Automation
Offshore & Onshore Hours Automated Annually
~1,050 hrs
$15M revenue
$10M+ Public Accounting Firm
Public Accounting / Texas
AI Diagnostic RoadmapImplementation
Annual Savings From the AI Roadmap
6-Figure
$10M+ revenue
$6M Wealth Management Group
Wealth Management
AI Diagnostic RoadmapImplementation
AI Assessment & Workflow Deployment
Firm-Wide
$6M revenue
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