Real Businesses. Real Results.

From startups to established companies, our bookkeeping and CFO services have helped businesses clean up their finances, improve decision-making, and scale with confidence. Explore our case studies below to see how we transform numbers into growth. Have questions about fractional CFO and bookkeeping services? Jump to our FAQ section for clear answers.

Toy Company | Woodland Hills, CA

From one employee and low six figures to 8-figure revenue and 10 employees.

Talk to a CFO Partner Today

I'm ready to roll

Challenge:
When we started with a toy company in Woodland Hills, CA their annual revenue was low six figures, the owner was the only employee, they didn’t have an inventory program established so the value of their inventory wasn’t reflected in their assets AND their costs of goods weren’t accurate.

Solution:
Over time, we set up inventory processes, work in progress systems, benefits, and multiple “what if” forecasting scenarios along with our usual Platinum Package services.

Results:
Ten years later, the company’s annual revenue was 8 figures, they had 10 employees, and were positioned to grow even more.

Property Management Company | Simi Valley, CA

Accurate books secured critical COVID funding — saving the business from collapse.

Talk to a CFO Partner Today

I'm ready to roll

Challenge:
Prior to Covid, we started working with a property management company in Simi Valley, CA. Their books were a mess.

Solution:
We cleaned up several years of historical books and tamed rampant expenses.

Results:
In the height of Covid, when small businesses were applying for government support, the owner told us that he never would have been able to get that funding if we hadn’t cleaned up his books so well, which could have led to the end of his business.

Chiropractic Company | Westlake Village, CA

Tripled locations and revenues by making data-driven decisions.

Talk to a CFO Partner Today

I'm ready to roll

Challenge:
We were referred to a chiropractic company in Westlake Village, CA that was growing exponentially and needed to track their revenue and expenses by location.

Solution:
Supported by our Gold Package, we streamlined their accounts payable and accurately tracked the revenue and expenses for each location so the owners could see which locations were profitable and make decisions to close not profitable locations.

Results:
The business has tripled its locations and revenues since we started working with them because they were able to make smart decisions based on their financial reporting.

After-School Nonprofit | San Diego, CA

From no usable reporting to real-time financials that guide every decision.

Talk to a CFO Partner Today

I'm ready to roll

Challenge:
We started working with a financially complex after school children’s sports nonprofit in San Diego, CA several years ago. Their previous bookkeepers were not familiar with the accounting software being used and the Executive Team hadn’t seen any reporting in months that they could glean information from.

Solution:
Under our Platinum package with the cleanup add-on, we cleaned up their books, streamlined their grant and endowment tracking, simplified receipt collection, and provided the Executive Team and managers with accurate real-time financials.

Results:
The leadership team was finally able to make instant, informed decisions using up-to-date reporting.

Gaming Company | San Francisco, CA

From two founders to 30 employees and positioned for acquisition.

Talk to a CFO Partner Today

I'm ready to roll

Challenge:
A gaming company based in San Francisco, CA was referred to us 6 years ago when the company was just the two founders, an attorney, and our team.

Solution:
Supported by our Gold Package, we laid the financial groundwork for expense reports, invoice and receipt collection, payables workflows, and payroll program establishment so the company could grow without finance department friction.

Results:
The company scaled to over 30 employees and positioned itself to be acquired — with financial systems that supported smooth growth.

Your Business Could Be Our Next Success Story

These results didn’t happen by accident. They came from businesses committing to clean books, accurate reporting, and strategic CFO guidance. Whether you’re a startup laying the foundation or an established business ready to scale, our bookkeeping and CFO services help you make smarter financial decisions.

Ask Our Experts

How can a fractional CFO help a small business grow?

A fractional CFO helps small businesses grow by providing high-level financial strategy without the full-time cost. They analyze your books, create forecasting models, streamline cash flow, and highlight which areas of the business are profitable (and which aren’t). With accurate reporting and proactive planning, small business owners can make smarter decisions, secure funding, and scale confidently.

Any company that has inaccurate, outdated, or incomplete books benefits from a cleanup. We’ve worked with businesses where messy financials made it impossible to understand performance or qualify for funding. Clean books allow owners to see true revenue, expenses, and profitability, while also ensuring compliance with lenders, investors, and tax authorities.

Results vary by company, but common outcomes include:

  • Increased profitability through better financial visibility
  • Reduced costs by identifying wasteful spending
  • Improved decision-making with forecasting and “what if” scenarios
  • Easier access to funding or loans due to accurate reporting
  • Long-term scalability with financial systems built to grow

Hiring an in-house CFO or bookkeeper is often expensive and may not be necessary for small to mid-sized businesses. Our fractional model provides the same expertise — bookkeeping, reporting, forecasting, payroll, and compliance — at a fraction of the cost. You get senior-level financial guidance tailored to your business, without paying a full-time salary and benefits.

Yes, we’ve worked with businesses across industries, including retail, property management, law firms, restaurants, healthcare, nonprofits, gaming, and more. While each industry has unique challenges, the core financial principles are the same: accurate books, actionable reporting, and strategic guidance. Our experience across industries means we can quickly adapt best practices to your business.