Case Studies

Streamlining Finance & Payroll for Growth

✅ Replaced legacy systems with Gusto and Xero

✅ Cut financial reporting prep time by 50%

✅ Conducted a comprehensive internal P&L audit, identifying cost-saving opportunities and presenting findings

✅ Built a consolidated P&L and extended 5-year forecast

Enabling Strategic Planning with a Unified Financial Picture

✅ Transformed siloed university data into unified financial reports

✅ Built automated models for revenue, expense, and cash flow

✅ Trained operations staff to reduce external dependencies

✅ Supported long-term sustainability and internal ownership

Driving Smarter Hiring with Revenue Forecasting

✅ Built 12-month rolling revenue & cash flow model

✅ Achieved <5% forecast variance

✅ Enabled confident staffing and service-line expansion decisions

✅ Supported board-level strategic planning