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How a public accounting firm saved $70K in fractional tax expertise
About the Client The client is an award-winning, 50-year-old CPA and financial advisory firm located in Chicago. They serve a wide array of industries from local government to not-for-profit to privately held and publicly traded companies. The Challenge As a partner at a well-established public accounting firm, the firm’s clients needed additional work performed. However,…
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Clear, actionable business insights enable strategic decision-making for a hypergrowth startup
About the Client BenchPrep is a unique, cloud-based learning platform. The education tech company helps clients deliver training and education content to employees and end users. Founded in 2009, the company tripled in size over the past two years and has been named one of the best places to work in Chicago. The Challenge Toward…
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How a controller reduced cash burn by 36% vs. YTD budget in just seven months
About the Client OfficeLuv centralizes office services through one product. They combine on-site personnel and technology to help office management teams offload tasks, restock and order supplies and groceries, manage vendors, gather employee insights, and analyze office spend. The Challenge OfficeLuv was left scrambling when their controller resigned from the company. They required help with…
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MEG physical therapy clients simplify and organize their bookkeeping, saving the practice owners time, stress, and money.
About the Client MEG Business Management provides physical therapy business coaching and billing solutions for private practice owners. The Challenge MEG founder, Brian Gallagher, noticed the physical therapy practices he worked with were struggling with piles of receipts, disorganized books, delayed reporting, and lack of visibility into their businesses. While he specialized in helping these…
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How Ovation gained the tools, data and know-how to raise $1.25 million in outside investment
About the Client Ovation develops tools to help scientists focus on the science, and researchers manage data and collaborate more effectively. The Challenge Ovation needed to raise money quickly and required a financial model to run through different growth scenarios with potential investors. While they had identified a need for a more flexible model, their…
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On-demand interim controller leadership solves unexpected resignation challenge
About the Client CHME provides the full range of home medical products, supplies, and services, getting patients where they need to be and being there for them when additional support is required. The Challenge After a few months of under-performance, CHME’s only existing controller unexpectedly put in two-weeks notice. Not only did this impact the…