Client Case Studies
Three engagements across the niches we know best: capital advisory, property management, and construction. Each case names the client, the work, and the outcomes they attested to on the record.
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Wall Street-caliber diligence for a private growth raise
Closed a private growth capital investment for a digital media management business with full financial modeling, valuation, and direct investor diligence support.
Property accounting at scale on a low-margin fee model
Built portfolio-level rent, security deposit, and CAM reconciliation operations for Rosano Property Management, spanning 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 ground-up construction business, running contractor and subcontractor 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.
Optimizing financial management for a UAE-based restaurant chain
Replaced inconsistent restaurant bookkeeping with automated accounting, location-level categorization, vendor tracking, and financing-ready reports.
Streamlining financial management for a Pakistani construction firm
Cleaned up construction accounting, automated financial processes, and improved project profitability visibility for a mid-sized construction company.
Optimizing financial operations for a Saudi SaaS company
Structured accounting, reconciliation, automation, and reporting for a fast-growing SaaS company in Saudi Arabia.
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 more than 5,000 units built, using offshore construction accounting and project-management expertise.
Confidential financial services case study
Resolved financial-statement discrepancies against bank records and rebuilt investor-facing materials for a confidential startup.
Financial transformation for The Maids
Built financial oversight, tracking, and analysis for a newly purchased home cleaning franchise so management could understand 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.