Case Studies – How we help businesses as a CFO

Why Many Businesses Choose a Fractional CFO

The Situation
The business was scaling rapidly, with strong revenue growth and plans to expand nationally and overseas. While daily finances were managed internally, there was a gap in strategic financial planning to support future growth and capital raising.

The Work
We built a three-year financial model, introduced monthly board reporting, streamlined processes, and developed an annual budget. This provided clarity on key metrics, investment priorities, and valuation, supporting both growth decisions and investor discussions.

The Outcome
The business secured a multi-million-dollar funding round, achieved 3x revenue growth in just over a year, and established a strong finance rhythm that enabled the transition to a part-time CFO.

Revenue Growth Through Margin-Based Incentives (Travel Agency)

Challenge: Revenue was growing, but margins were inconsistent and incentives weren’t aligned with profitability.
Result:

  • Improved profit margins.

  • Increased team motivation and smarter sales behaviours.

  • Shifted focus from volume to value.

Monthly Reporting & Product Performance Insights (Travel Agency)

Challenge: No clear visibility on revenue, bookings, or product performance.
Result:

  • Clear insights into revenue drivers.

  • Stronger supplier negotiations.

  • Data-informed strategy discussions with the team.

Foreign Currency Risk Strategy (Travel Agency)

Challenge: Exposure to multiple currencies created risk of FX losses.
Result:

  • Eliminated currency risk.

  • Achieved a 5% gain on turnover.

  • Protected margins from market volatility.

Proactive Cash Flow Management (Consulting Agency)

Challenge: Late client payments were creating cash flow uncertainty.
Result:

  • Faster collections and improved predictability.

  • Stronger decision-making with clear cash flow options.

  • Greater financial confidence and visibility.

Automated HR & Payroll Database (Tech Company)

Challenge: No centralised staff records; HR, payroll, and finance all worked from different lists.
Result:

  • One reliable source of staff data.

  • Better budgeting and cost allocation.

  • Time savings and reduced confusion across teams.