Client Case Studies
18 client engagements across the niches we serve: construction, real estate, e-commerce, SaaS, healthcare, logistics, and capital advisory. Outcomes are stated only where the client or the live listing put them on the record.
Some clients are anonymized under NDA. Metrics come from the client testimonial or the live case-study listing, never from figures we invented.
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G&B Digital Growth Raise
G&B Digital closed a private growth-capital investment after Remote Financial Services built the model, valuation, and diligence process behind the raise.
Property accounting at scale on a low-margin fee model
Built rent, deposit, and CAM reconciliation for Rosano Property Management across apartment, commercial, and retail assets without breaking the cost base.
Contractor payments, loan draws, and a cost-overrun forensic audit
Provided rapid staffing on a scaling construction business, running contractor payment operations, bank loan draws, and a downstream cost-overrun audit.
Streamlining finance and compliance for a growing logistics firm
Implemented robust financial controls and compliance support for a rapidly expanding logistics company.
End-to-end accounting support for a growing EdTech company
Took over accounting and bookkeeping for a New York EdTech startup managing institutional contracts, subscriptions, cash flow, and tax compliance.
Optimizing bookkeeping and accounting for a manufacturing export company
Standardized multi-currency accounting, receivables tracking, export documentation, and product costing for a Miami manufacturer and exporter.
Financial optimization for a US-based e-commerce company
Improved inventory cost tracking, multichannel revenue reporting, sales tax compliance, and forecasting for a Texas e-commerce business.
Scalable finance setup for a fintech startup
Built an investor-ready finance backbone for a San Francisco fintech startup handling digital lending, payments, compliance, and fundraising metrics.
Strategic financial management for a US-based real estate company
Turned disorganized real estate accounting records into structured reporting, automated workflows, and financing-ready statements.
Financial optimization for a healthcare and pharmaceutical company
Streamlined accounting operations, compliance records, cash-flow visibility, and supplier tracking for a US healthcare and pharmaceutical company.
Restaurant bookkeeping across high-volume locations
Replaced inconsistent bookkeeping with automated accounting, location-level categorization, and financing-ready reports for a multi-location restaurant group.
Mid-sized construction firm: cleanup, job costing, and loan-ready statements
Cleaned up construction accounting, automated financial processes, and improved project profitability visibility for a mid-sized construction company.
SaaS finance operations and investor-ready reporting
Structured accounting, reconciliation, automation, and reporting for a fast-growing B2B SaaS company.
Strategic financial planning for Safe Harbour
Cleaned up Wave accounting records and established ongoing bookkeeping, statement preparation, and financial operations support for Safe Harbour.
Financial management for Positive Developments
Audited construction costs for an affordable housing developer with 5,000+ units built, using an offshore accounting team and project-management expertise.
Reconciling statements and rebuilding an investor pitch after an IRS mismatch
Resolved financial-statement discrepancies against bank records and rebuilt investor-facing materials for an early-stage company preparing a raise.
Financial transformation for The Maids
Built financial oversight and analysis for a newly purchased home-cleaning franchise, clarifying profitability and return on capital.
Elevating property management with flexible staffing
Provided flexible accounting and property-management staffing for Rosano Property Management as its commercial real estate portfolio grew.