Case Studies
Selected client work.
Real businesses. Real outcomes. Where confidentiality allows, we share the detail, including interactive dashboards and downloadable models.
Fleet Fuel Fintech: Business Model Analysis
A 5-year, three-scenario financial model and competitive analysis for a fintech startup building a fleet fuel card and AI-powered fuel management SaaS platform.
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NorthRoam RV Rentals: Financial Dashboard
An interactive financial dashboard covering revenue, expenses, fleet utilization, and profitability metrics, built to give operators real-time visibility across the fleet.
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Automotive Parts Manufacturer: Finance Transformation
A $100M+ automotive parts manufacturer modernized for PE reporting. Month-end close was compressed from multi-day to single day, and $38M capex was approved.
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Compounding Pharmacy: Power BI Automation for Financial Reporting
Power BI automation for monthly financials, budget-to-actual variance analysis, and polished external reporting that enhanced credibility with major pharmacy chain partners.
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