Case studies
Case studies
These case studies are illustrative examples of the kinds of engagements Finbryn takes on, built from typical situations rather than named clients. Each one says so clearly at the top. As real clients agree to be featured, their stories will be added here with their permission.
Every example here is illustrative: it describes a common engagement type, not a real client, and claims no results.
- Illustrative exampleIllustrative: a Shopify store a year behind on its booksAn online store selling through Shopify and Amazon had recorded a year of marketplace payouts as single deposits. Revenue, fees and refunds could not be separated, and the owner needed reliable figures for a tax preparer.Read the example
- Illustrative exampleIllustrative: a SaaS company mixing cash and accrual revenueA subscription software company was recording revenue as cash hit the bank rather than over the period a customer's subscription covered. Annual prepayments, mid-cycle upgrades, and a handful of refunds had left monthly recurring revenue and the profit and loss statement telling two different stories, which made it hard to show investors a clean picture.Read the example
- Illustrative exampleIllustrative: a restaurant group consolidating several locationsA small restaurant group operating several locations under separate legal entities was closing each location's books on its own schedule, in its own file, with no consistent chart of accounts. The owner could not see a single consolidated view of food cost, labor cost, or cash position across the group without manually combining spreadsheets each month.Read the example
Next step
Talk to the team that would run your books
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