Case Studies
Practical examples of how clarity in finance creates confidence in decisions.
Cash Flow Clarity for Growth
Challenge
A professional services firm was scaling quickly, but rapid hiring outpaced cash inflows. Payroll was at risk and financial visibility was limited.
Approach
Introduced a rolling 13-week cash flow forecast, ran “what-if” scenarios for late payments, extra hires and overheads and stress-tested the business plan.
Outcome
The business protected payroll, avoided a cash crunch and continued scaling sustainably.
Lesson
Cash flow clarity isn’t about slowing growth, it’s about making sure growth is sustainable.
Debtors Management & Working Capital
Challenge
A growing SME faced mounting aged receivables, with overdue payments creating cash flow strain and uncertainty.
Approach
Implemented stronger debtor controls, set clear follow-up processes and improved reporting for visibility of receivables.
Outcome
Aged receivables dropped by over one-third, cash inflows stabilised and working capital improved significantly.
Lesson
Healthy receivables are the foundation of healthy cash flow.
OPEX Reduction & Cost Control
Challenge
An established business had rising operating costs, eroding profitability despite strong revenue growth.
Approach
Reviewed cost structures, streamlined processes and introduced leadership development initiatives to empower managers with budget accountability.
Outcome
Operating expenses reduced by 20%, margins improved and resources were freed for reinvestment into growth.
Lesson
Cost discipline doesn’t stifle growth , it enables it.
Building Finance Leadership & Capability
Challenge
A scaling business had a finance team struggling to keep pace, with Senior Financial & Management Accountants lacking confidence to step into leadership roles.
Approach
Developed career pathways, introduced training and mentoring programs and provided one-on-one guidance.
Outcome
Team members stepped into new leadership roles with confidence, retention improved and the finance function became more resilient.
Lesson
Investing in people creates capability that outlasts any project.
Board-Style Reporting for SMEs
Challenge
An SME leadership team relied only on P&L reports, making it difficult to see the bigger picture and plan with confidence.
Approach
Introduced board-style reporting packs, including predictive EBITDA forecasts, scenario models and dashboards tailored for decision-making.
Outcome
Leaders gained clear visibility of performance, proactive insight into risks and confidence in making strategic decisions.
Lesson
SMEs thrive when they adopt the discipline of board-level reporting.
M&A and Expansion Support
Challenge
A business preparing for acquisition and regional expansion faced complex due diligence, payroll compliance and legal considerations.
Approach
Led financial due diligence, collaborated with HR on policy frameworks, worked with Legal Counsel on refining contracts and co-ordinated APAC payroll and compliance setup.
Outcome
The expansion was executed smoothly, risks were managed and the business scaled with confidence into new markets.
Lesson
Successful expansion happens when finance, HR and legal work hand-in-hand.
Systems Stabilisation & Integration
Challenge
An events and coaching business had multiple systems that didn’t talk to each other, leading to errors, duplication and frustrated team members.
Approach
Reviewed current systems, stabilised processes to reduce errors and worked with the Tech Team to integrate finance tools with operations platforms for seamless reporting.
Outcome
Reporting became faster and more accurate, talent were freed up to focus on higher-value work and the leadership team gained confidence in the numbers.
Lesson
Strong systems save time and reduce risk, they’re the backbone of scalable growth.
