Outsourced CFO Services in Mesa, AZ

Case Study: From Cash Confusion to Confident Scaling

Meet Larissa, founder of a specialty logistics company based near the Mesa Gateway Airport. Her business had grown steadily over five years, expanding to serve clients in three states. But her financial systems hadn’t kept up.

She wasn’t sure which clients were most profitable, struggled with delayed vendor payments, and didn’t have a pricing model tied to actual cost structures. Cash flow was tight—and strategic planning felt out of reach.

Here’s what we did for Larissa:

Conducted a full financial systems audit

We reviewed her income streams, expense categories, and vendor contracts to understand where the problems were. We discovered nearly $17,400 in unnecessary recurring charges and outdated supplier rates.

Built a monthly forecast and client profitability model

Using her historical data and operational costs, we created a service-based profitability tracker. She quickly saw that one client, who took up 32% of her team’s time, was contributing only 9% of net profit.

Shifted pricing and payment terms

We helped her renegotiate contracts and adjust pricing—resulting in a 21.3% increase in average monthly revenue from existing clients.

Set up a rolling cash flow model

With real-time forecasting and reserves planning, she now knows exactly when to hire, expand, or hold back.



The results:

• $38,700 in net annual savings
  
• 2-week reduction in accounts receivable collection time
  
• Confidence to open a second logistics hub in Southern Arizona

“Before, I was guessing. Now, I make every financial decision with data. I feel like I finally run my business like a CEO.”
— Larissa M., Mesa Business Owner

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