Real Clients, Meaningful Progress
How businesses transformed their financial analysis with practical insights and clear guidance
Client Journey
From Uncertainty to Confident Decision-Making
When Linnea Bergquist approached us in March 2025, her mid-sized manufacturing business was drowning in spreadsheets. Three years of financial data sat unused because she couldn't extract actionable insights.
We didn't promise miracles. Instead, we spent two weeks analyzing her actual needs and building custom reporting frameworks that answered specific questions about seasonal cash flow and supplier payment timing.
What Actually Changed
These aren't vague improvements. They're specific shifts in how clients work with their financial data
01
Faster Monthly Closes
Linnea's team now completes month-end reporting in 6 days instead of 18. Not because we automated everything, but because we identified which reports actually matter.
02
Clear Cost Visibility
After implementing department-level expense tracking, she discovered that shipping costs varied wildly based on order timing. A simple insight that led to meaningful savings.
03
Better Forecasting
With three years of properly structured data, seasonal patterns became obvious. Now she can plan inventory purchases with actual confidence instead of guesswork.
Linnea Bergquist
Manufacturing Director
Siobhan Gallagher
Retail Operations Lead
"
I was skeptical at first. Another consultant promising to fix everything? But they just listened. Really listened. Then showed me what my numbers were already saying about seasonal patterns I'd been ignoring for years.
Within two months, we'd restructured our quarterly planning process around these insights. Nothing revolutionary, just practical changes that made sense for how we actually operate.
How We Worked Together
Here's what actually happened during Linnea's engagement
Discovery Session
Two three-hour meetings where we examined her current reports and asked what decisions she needed to make. No sales pitch, just questions about her business reality.
Data Structure Review
We spent a week cleaning and organizing three years of transaction data. Boring work, but necessary. Found inconsistencies that were skewing her cost analysis.
Custom Framework Build
Built reporting templates specifically for her questions about cash flow timing and product profitability. Not generic dashboards, but tools designed for her actual decisions.
Team Training
Four hands-on sessions with her finance team. We showed them how to update reports and interpret results. They asked tough questions, which was exactly what we wanted.
Tangible Outcomes
What Changed After Six Months
Siobhan's retail business faced different challenges. Multiple locations, varying product lines, inconsistent data collection. But the approach was similar.
We focused on standardizing how her team recorded transactions across stores. Then built location-specific performance reports that highlighted differences in customer behavior patterns.
- Report preparation time Reduced substantially
- Data accuracy issues Decreased notably
- Planning confidence Improved significantly
Ready to Start Your Own Journey?
We're accepting new clients for engagements beginning September 2025. Let's discuss what's actually possible for your business.