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