Case Studies
How We Help Businesses as a CFO
Revenue Growth Through Margin-Based Incentives
Case Study 1
Business Size: $20M Revenue | 8 Employees
The Challenge
Although revenue was increasing, profit margins were inconsistent. Sales consultants were rewarded for sales volume rather than profitability, leading to lower-margin sales.
Our Approach
Analysed gross profit by sales consultant and product line.
Identified which products and behaviours generated the highest margins.
Designed a new incentive program that rewarded profitability rather than revenue.
Built a KPI dashboard to monitor margin performance and track results.
The Results
✅ Gross profit margin increased by 1.5%
✅ Sales consultants became more focused on profitable sales.
✅ Shifted the business from high volume to higher-value clients.
✅ Improved alignment between sales incentives and business goals.
Implementation of a Foreign Currency Risk Strategy to realise a gain.
Case Study 2
Business Size: $20M Revenue | 8 Employees
The Challenge
Our client operated across multiple currencies, leaving the business exposed to unpredictable FX fluctuations. Without a structured approach, currency movements were eroding margins and creating uncertainty in financial planning.
Our Approach
We built a tailored FX risk management strategy from the ground up:
Mapped the business's full currency exposure, transaction by transaction
Designed a currency-specific hedging strategy aligned to cash flow timing
Actively monitored FX markets and negotiated directly with currency traders to secure favourable rates
Implemented an ongoing process to manage all FX transactions and safeguard margins
The Results
✅ Currency risk effectively eliminated
✅ Business insulated from market volatility
✅ Significant reduction in owner/team hours spent managing FX manually
✅ 10% gain on revenue achieved through proactive FX management & 200% gain on currency increase.
Proactive Cash Flow management
Case Study 3
Business Size: $4M Revenue | 6 Employees
The Challenge
Late payments from customers were disrupting cash flow, making it difficult to plan ahead and causing delays to key projects.
Our Approach
Implemented an automated reminder system to keep upcoming invoices front of mind before they became overdue.
Built a forecasting tool with scenario planning to model the impact of potential payment delays in advance.
The Results
✅ Improved cash collection and predictability.
✅ Enabled confident, strategic decision-making even when facing shortfalls.
✅ Achieved 90 days of cash reserve, giving the business greater financial visibility and confidence
From Reactive to Strategic Financial Planning
12-Mont Financial Forecast & Budget Setup
Case Study 4
The Challenge
No budgeting process in place, cash was tight, and growth decisions were made reactively without a clear financial roadmap.
Our Approach
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.
The Results
✅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.
Streamlining Finance with Xero, Hubdoc & Real-Time Reporting
Case Study 5
The Challenge
Finance processes were messy and manual. Documents were lost, reporting was slow, and the founder had no real-time visibility.
Our approach
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.
The Results
✅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.