Case Studies
How We Help Businesses as a CFO
Revenue Growth Through Margin-Based Incentives
Client Y Challenge:
Revenue was growing, but margins were inconsistent. No incentives were aligned with profitability.
Solution:
In-depth analysis of profit margin by sales consultant and product line.
Introduced a bonus structure based on profitability, not just sales. Rewarding the sales consultants when the business is making more. Win-win situation.
Built tracking tools to measure margin performance.
Result:
Increased profit margins. By 1.5%
Higher team motivation and smarter sales behaviour.
Shifted focus from volume to value. (fewer clients with better value)
Implementation of a Foreign Currency Risk Strategy to realise a gain.
Client x Challenge:
Exposure to multiple currencies and risk of loss due to FX fluctuations.
Solution:
Understand the risk for the business – exposure per currency.
Designed a currency-specific hedging strategy.
Monitored FX markets and negotiated with traders.
Built a process to manage all FX transactions and protect margins.
Result:
Eliminated currency risk.
Protected the business from market volatility.
Reduce hours of the hours spent on the risk in currency.
Achieved a 10% gain on revenue through FX management.
Proactive Cash Flow Management
Client Z Challenge:
Clients’ Late payments were affecting cash flow, making it hard to plan and delay the project.
Solution:
Implemented an automated reminder system for upcoming invoices.
Built a forecasting tool with scenario planning for delays.
Result:
Improved cash collection and predictability.
Enabled strategic decision-making with options in place for shortfalls.
Greater financial confidence and visibility with a reserve of 90 days of cash.
12-Month Financial Forecast & Budget Setup
Client Q Challenge:
No budgeting process in place, cash was tight, and growth decisions were reactive.
Solution:
Developed a rolling 12-month forecast covering revenue, expenses, and cash flow.
Implemented a budgeting framework aligned with business goals.
Trained the founder to understand and use financial reports effectively.
Result:
Clearer decision-making with structured financial insight — no more guesswork or stress.
Increased founder confidence through reliable, data-driven projections.
Direction and control replaced “luck,” enabling smarter decisions based on real numbers.
Stronger cash-flow stability through forward planning and visibility.
How We Simplified Finance Operations With Clear Processes & Automation
Client B Challenge:
Finance processes were messy and manual. Documents were lost, reporting was slow, and the founder had no real-time visibility.
Solutions
Xero: Set up as the central financial hub with automated bank feeds and clean monthly reporting.
Hubdoc: Implemented for fast receipt capture, automatic coding, and streamlined document management.
Xero Dashboard: Built a simple real-time dashboard showing revenue, expenses, cash flow, and KPIs.
Result:
Time saving on bookkeeping
No more panic or late-payment surprises — full visibility ahead of time.
No more chasing receipts or guessing numbers.
A smoother, stress-free finance system the founder can rely on.
Think We’re a Good Fit?
If this sounds like your business, let’s talk. A short conversation is often the best way to see if we’re aligned.