Case Studies

Client: Environmental professional services with $6M gross revenue

Role: Fractional CFO (Gold)

Result: New perspective and peace of mind

This client hired Janet as their fractional CFO because they needed someone who was approachable, strategic and could explains tax complexities in a language they could understand. Her insight and thoughtfulness allowed the client to think differently about the financial side of their business. They’re now able to look at monthly projections and see where they are headed, and not just where they have been. They’re now confident that if they hit their key performance indicators, the revenue will be there at the end of the month. They now have cash in the bank and no longer regularly use their line of credit.

Client: Design firm with $750k gross revenue

Role: Small business consulting

Result: Clarity, confidence and coaching

Janet helped this business owner get a better handle on her financial picture. She reviews the quarterly financials and makes sure the firm is on track for setting aside enough cash to cover their tax bill. Janet also coaches the bookkeeper to improve her accuracy and skillset. The owner also relies on Janet for advice on salary, tax liability, hiring and retirement plans. Having this kind of experience and expertise is a great resource for a growing small business.

Client: Cultural resource professional services with $7M gross revenue

Role: Fractional CFO (Gold)

Result: Feeling confident in their numbers

It took Janet less than a week to identify there was an invoicing logjam that was seriously impacting cash flow. She worked closely with the accounting team to get $1M of invoices out the door in only a month. Janet also identified that the firm’s 401(k) was awry and worked to bring it back in compliance. In addition, she reviewed the past years’ tax returns, identified they were filed incorrectly and was able to obtain more than $100K in federal and state refunds. After years of confusion, this client finally feels confident in their numbers and financial process!