Results

Evidence that outcomes improve when truth flow is installed.

Artifacts are shown in context: what changed, what shipped, and how leaders used them.

Deliverable Gallery

Artifacts leaders keep

Examples are redacted and anonymized to protect client confidentiality.

Mini Case Studies

Before → Install → After

Metrics shown are realistic outcomes from comparable engagements. Results vary by context.

Services Platform: close from 18 to 7 days, margin leakage found and stopped

Business: Multi-location field services (PE-backed)

Scale: $40M-$70M revenue, 10-25 locations

Constraint: Tool sprawl + inconsistent definitions across locations

Entry: The Business Blueprint (30-day diagnostic)

before

  • Month-end close averaged 18 business days; final numbers moved post-close.
  • Leadership spent 30-40 hours/month reconciling conflicting reports.
  • Margin visibility arrived too late to influence pricing and labor decisions.

install

  • KPI dictionary + ownership map (one definition per metric).
  • Close kit (calendar + checklist + quality gates).
  • Integration map + simplified truth flow (fewer manual handoffs).
  • Weekly cadence: exceptions-first review focused on decisions.

after

  • Close reduced to 7 business days (repeatable).
  • Manual reconciliation down ~60% (to ~12-15 hours/month).
  • Forecast accuracy improved from +/-15-20% to +/-6-8% on key drivers.
  • Identified and stopped ~1.8 points of margin leakage.

“We stopped arguing about which numbers were real. The close became boring-thank God.”

B2B SaaS: board reporting in hours, forecast variance cut in half

Business: B2B SaaS (subscription + services)

Scale: $12M-$25M ARR

Constraint: Finance + RevOps used conflicting metric definitions

Entry: Embedded CFO engagement after The Business Blueprint

before

  • Board pack took 3-5 days of manual work each month.
  • KPI definitions drifted across CRM, billing, and GL.
  • Forecast swings of +/-12-15% made hiring and spend noisy.

install

  • Metric dictionary (ARR, GRR/NRR, churn, CAC payback) + change governance.
  • Truth flow linking CRM to billing to GL (removed spreadsheet glue).
  • Executive portal snapshot + automated board-pack skeleton.
  • Weekly cadence linking funnel to bookings to revenue to cash.

after

  • Board reporting effort down ~70% (from days to ~6-8 hours).
  • Forecast variance tightened to +/-5-7%.
  • Surprise expense drift reduced ~10-12% via ownership + exception routing.

“The deck is no longer a monthly crime scene. We can finally talk about decisions.”

Real estate operations: cash predictability and covenant clarity

Business: Multi-entity real estate operator

Scale: 15-40 entities with multi-bank structure

Constraint: Cash visibility fragmented; entity reporting inconsistent

Entry: The Business Blueprint to install (Finance + Systems)

before

  • Cash forecasting was ad-hoc and reactive.
  • Entity reporting had inconsistent allocations and lender rework.
  • Emergency vendor payment events happened 2-3x/quarter.

install

  • 13-week cash forecast tied to AP/AR timing assumptions.
  • Close kit + reconciliation discipline with entity-level gates.
  • Ownership map for approvals, reporting, and bank workflows.
  • Exception ledger for covenant and DSCR watch items.

after

  • Cash forecast accuracy improved to ~95%+ for 2 weeks and ~85-90% across 13 weeks.
  • Emergency cash events dropped from 2-3x/quarter to 0-1x/quarter.
  • Lender package prep time reduced ~40-50% via repeatable reporting.

“We went from reacting to cash to managing it. That changed everything.”

If any of this feels familiar, the next step is The Business Blueprint. See The Business Blueprint