$150K+
In R&D tax credits recovered for one client
We measure ourselves by the decisions we improve and the outcomes that follow, not the reports we produce. A sample of real engagements across finance, analytics, accounting, and strategy.
Different industries, different stages. The common thread is decisions made on real numbers.
The client was preparing to file taxes with no strategy around R&D credits, a federal and state incentive their spend likely qualified for.
Flagged eligibility, sourced and managed a specialty tax accountancy at a reduced rate, and prepared the supporting documentation for the current year and the prior two.
More than $150,000 in R&D tax credits the client would not otherwise have claimed.
The company had never run outbound to its existing customers, leaving repeat and expansion revenue on the table.
Cleaned and linked customer and revenue data, built a model predicting which services each customer would most likely buy and when, and turned it into a prioritized call list.
Sales up 15%, and the business moved to operating at full capacity.
Limited clarity on inventory, with purchase orders placed largely on the founder's intuition.
Cleaned and linked sales and inventory data, then combined revenue forecasts, product launches, and promotions into a per-SKU, per-day inventory forecast 12 months out.
One source of truth for what to reorder, when, and in what quantity, down to air-vs-sea shipping decisions.
A hyper-growth 2021 plan and an aggressive raise, upended the moment COVID arrived.
Built revenue scenarios by severity, cut costs fast, instituted a company-wide pay cut, secured PPP funding in the first week, and led a bridge loan from existing investors while diversifying revenue.
Ended 2021 beating the original net-income plan, with multiple new revenue streams launched.
Finance handled ad hoc, with collections leaking, associate utilization opaque, and rates inconsistently applied across clients.
Built and maintain a three-statement model, track associate utilization daily and report it weekly, rebuilt and now lead the collections process, and created tools to enforce rate discipline and annual increases.
A firm that staffs, bills, and collects on data instead of guesswork, with finance run as an operating function, not an afterthought.
Built the data room and a dynamic cap table for a take-out offer. The client chose to stay independent, and secured a seven-figure partnership instead.
Amended a restrictive credit agreement and added a third-party factor. The client now ships to partners in dozens of countries.
Built the three-statement model and diligence materials behind a Series Seed from a mix of venture funds and angels.
Rebuilt a returns-heavy fulfillment process the ops team now owns, freeing about 10 hours of VP time a week and cutting error rates sharply.
Replaced a manual, exec-run KPI report with an automated one, unlocking about 8 hours a week and far deeper visibility across the business.
Led negotiations for a new office, securing maximum footprint for minimum upfront cash, with concessions and optionality built in.
"We were drowning in spreadsheets and guessing at our margins. Within the first month, Greenleaf gave us a clear picture of exactly where we were making and losing money."
"They saved my VP of Operations about 10 hours a week and caught a pricing error costing us $40K a quarter. They paid for themselves before the first invoice came due."
"I used to dread board meetings because I never felt confident in our numbers. Now I walk in with a model I actually trust and a team that can answer any question my investors throw at me."
"What surprised me most is that they actually care. Weekly calls, insights at 11pm, a message the moment they spotted something off. It feels like having a co-founder who happens to be a CFO."
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