Profitability Consulting Client Success Stories
Every business has profit blind spots.
Whether you're preparing to sell your business, improving financial performance, trying to strengthen cash flow, or questioning why your profits aren't translating into cash, the right financial systems help you make better decisions.
Our Profitability Consulting Solves Real Financial Challenges
A Vaulable Valuation
Our tech client approached us about preparing for the sale of their business. We restructured their administrative team and implemented more efficient financial processes. Then, we identified and corrected profit leaks and wasteful spending, saving our clients tens of thousands of dollars. Finally, we provided due diligence documentation and measurable profit projections for the merger/acquisition of their companies, ultimately leading to the successful sale of their business.
Industry: Tech
Organization Size: Multimillion
Bringing 6 Sets of Books into 1 Financial System
A nonprofit client managed six separate sets of books across its church, preschool, and supporting divisions. We consolidated them into a single financial system without sacrificing the detailed divisional reporting leadership depended on, transitioned the organization to a new fiscal year, reconciled the financial records, and created a streamlined reporting package that provided a clearer view of the organization's finances.
Industry: Nonprofit
Organization Size: Multimillion
Managing the Finances Behind a $50 Million Community Project
A nonprofit organization overseeing a major community project needed reliable financial reporting to support its next phase of growth. We rebuilt its financial records, corrected reporting inaccuracies, prepared the financial statements for independent review, and implemented ongoing financial management and cash flow forecasting to give leadership a clearer picture of funding needs and greater confidence in long-term planning.
Industry: Nonprofit
Organization Size: Multi-Million
Fixing Fraud
Our Trucking client noticed that they were having some discrepancies in their books. We outfitted their fleet with a GPS and created geolocated routes to save them travel time. During our tracking process, we also discovered some of their employees were padding time and using the trucks on personal time or to give free services. We were able to save them over $50,000.
Industry: Transportation company
Organization Size: Multi-Million
How Better Systems Led to 4.5× Growth
Our Waste Client requested help with office procedures. We worked with them to establish processes to correct billing issues, establish collection policy for each department to reduce write-offs, and developed a system to monitor renewals and upcoming bids. Then we helped the client obtain the Hub-Zone certification with SBA and did targeted marketing to contracting officers which helped our client create competitive bidding opportunities against larger companies. The company had 4.5 x growth over fifteen years.
Industry: Environmental services
Organization Size: Multi-Million
Payroll Payoff
We worked with a restaurant client who was spending 50% of their gross revenue on payroll. We compared numbers in the industry and found they were spending far more than the industry average on payroll. We met with the owners, managers, and staff. Together, we developed a simple scheduling system to monitor hours against daily sales which cut the payroll costs by 10%. We are pretty proud to say that we saved them around $300,000.
Industry: Service
Organization Size: 4 Million
$30,000 Saved Through Strategic Financial Review
In a recent financial review, we helped our retail client identify and replace an unnecessarily costly software platform with a streamlined, efficient solution, saving them $30,000 annually. This was one of several savings uncovered, directly improving cash flow and freeing up capital to invest back into revenue-driving initiatives.
Industry: Nonprofit
Organization Size: Multimillion
A Full Recovery
We worked with a Home Health Care client that needed help with their payroll reports. We discovered they had a receivable balance and were having difficulties collecting due to clerical errors. In the Medicare system, you only have three chances to submit for payment. We developed a system for our client to complete the claims without error which resulted in them collecting $1.3 million dollars in owed payment in just six weeks.
Industry: Health Care
Organization Size: 2 Million
Does Your Business Have Similar Financial Challenges?
Whether you're preparing for growth, improving profitability, or trying to understand why the numbers don't match reality, Oracle Profitability can help.