Case studies
A selection of real situations where our experts has helped businesses improve their finances, reporting, systems and revenue.
FINANCE
A profitable business with no clear view of cash
Helping a growing company understand cash movements, timing and upcoming obligations so the owners could make decisions with confidence.
Building monthly management reporting for a growing company
Designing a simple reporting pack that showed revenue, costs, margins and cash in a way the leadership team could actually use.
Cleaning up financial information before a business could scale
Fixing historic bookkeeping issues, standardizing accounts and creating a clean starting point for future growth.
PROPERTY & HOSPITALITY
System Connection OTAs, PMS, Bank
Creating a structured process to reconcile bookings and payouts from multiple channels without relying on spreadsheets.
Building property-level profitability reporting
Setting up reporting that showed performance by property so the owners could see which units were underperforming.
Improving financial visibility across a vacation-rental portfolio
Bringing together data from PMS, OTAs and accounting systems to give a clearer view of revenue, costs and profit.
SYSTEMS
Standardizing multiple CSV formats for automated reporting
Defining a consistent data structure so files from different sources could feed into the same automated reports.
Replacing a manual monthly reporting process
Moving from copy-paste spreadsheets to a repeatable process that reduced errors and saved time every month.
REVENUE
Finding pricing opportunities across a vacation-rental portfolio
Reviewing pricing, occupancy and demand patterns to identify where rates could be adjusted to improve performance.
Using booking pace and occupancy to improve pricing decisions
Using forward-looking data to help a hospitality operator adjust prices earlier and avoid last-minute discounts.