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Portfolio

Proven Experience. Real Results.

Every engagement is a commitment. Here's what that commitment delivers.

Flagship Case Study · CFO + COO Integrated

Qera Marketing

The Challenge

Qera Marketing was a multi-entity digital marketing agency with the revenue potential to scale fast — but neither the financial infrastructure nor the organizational architecture to get there. Multiple entities, inconsistent reporting, no centralized financial visibility, and operational systems that couldn't keep pace with growth.

Our Role

Both the CFO and COO functions were embedded simultaneously. Matt rebuilt the financial model and deployed CAIRN, our proprietary analytics platform, across all entities. Kylie redesigned the organizational structure, operational workflows, and team systems. Financial infrastructure and organizational architecture were built in parallel — by design.

Key Results

  • Scaled from startup to multi-million-dollar operations in 18 months
  • Full financial visibility across all entities via live BI dashboards
  • Organizational structure redesigned for sustainable growth
  • Operational systems built for consistent delivery at scale
  • Both CFO and COO functions running in permanent coordination

18mo

To multi-million scale

Multi-Entity Full BI coverage CFO + COO Dual embedded

CFO + COO Integrated · Single Entity

CivicHire

The Challenge

CivicHire is a pre-revenue recruiting platform focused on first responders — police, fire, EMS. As a privately held company in the early stages, CivicHire needed both financial architecture and operational infrastructure built from the ground up to support its growth trajectory in a mission-critical sector where reliability is non-negotiable.

Our Role

Both the CFO and COO functions were embedded to build the company's foundation. Matt established the financial model and forecasting framework for a pre-revenue business. Kylie designed and implemented the operational infrastructure — process standardization, delivery systems, and scalable workflows. Both functions running in coordination from day one.

Key Results

  • Financial architecture built for pre-revenue scaling
  • Operational infrastructure designed for scalable recruiting
  • Process standardization across recruiting workflows
  • Growth-ready systems deployed for mission-critical delivery
Pre-Revenue Private company CFO + COO Dual embedded Single Entity Full coverage

Financial Clarity · CFO

McKinley Rentals

Overview

Residential property management company. We implemented financial reporting systems and operational processes to support sustainable growth and improve property-level visibility.

Our Role

Financial reporting infrastructure and operational dashboards for property-level performance visibility. Process improvements to support accurate, timely decision-making.

Key Results

  • Property-level financial visibility
  • Streamlined reporting processes
  • Improved operational decision-making

Your Story Could Be Next

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