Case studies

Real-world financial leadership in action. Explore how we’ve partnered with high-growth companies to transform complex data into actionable strategic clarity.

Brand Urban
Boutique Real Estate Brokerage

How a brokerage owner reclaimed her time, gained financial clarity, and scaled with confidence

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48%
Revenue
Growth
50–60
Hours Saved
Per Month
Strategic CFO Services Financial Modeling Monthly Accounting Cash Flow Management Operational Support
“

South Bouquet feels absolutely like an extension of the Brand Urban team. Finance and accounting is the one back-office area we could not afford to get wrong — and we are very happy we didn't.

Taryn Brandes
CEO & Owner, Brand Urban
Simon AI
Mature SaaS · Customer Data Platform

How a mature SaaS company eliminated model debt, navigated a Series D, and gained real cash visibility

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< 1 Wk
Model Rebuild
Delivered
2
Capital Events
Supported
Financial Model Rebuild 13-Week Cash Flow Fundraising Support Loan Due Diligence Accounting Oversight Strategic CFO Services
“

As a finance leader, I would hire this team again without hesitation. Their instant time to value means you can engage them even before you have a 100% defined problem. They just figure it out.

Ben Walker
Former VP of Finance & Operations, Simon AI
Aquavoss
High-Ticket E-Commerce · Premium Hot Tubs

From acquisition due diligence to a finance function built for scale — in under two weeks

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< 2 Wks
Full Finance
Ops Live
< 10 Min
Avg. Response
Time
Quality of Earnings Financial Infrastructure Acquisition Due Diligence Accounting Setup Payroll & Systems Monthly Accounting
“

They respond within 10 minutes. That's better than most full-time employees. And they understand our supply chain at a level that actually matters — they know a late payment doesn't just cost money, it costs months.

Adam Vojdany
Owner, Aquavoss