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Client Testimonials
Golden Leash Pet Care
“We were particularly struggling to understand our monthly profit percentages. We had no idea how to increase profit margins outside of only cutting expenses. Mary introduced us to a Labor Analysis platform and how to rethink our strategies for long term profitable success. We are now able to analyze our data efficiently, which has led to changes in overall decision making for the business. This has saved us countless headaches and provided clear direction for the difficult choices presented as a business owner. Mary not only organized our data and provided a clear understanding of how we could improve our business processes, but also was the “advisor I always needed” stepping in as a cheerleader or voice in difficult circumstances where you often feel alone as a Business Owner. She not only goes above and beyond with the personally crafted analytics, but she takes the extra step genuinely caring about the Businesses she commits to working with. Any small Business would be lucky to have the opportunity to work with Mary. I feel like I hit the lottery being one of the first Businesses to jump on this success boulevard. We are incredibly thankful to have had this opportunity to boost our business with this collaboration."
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- Abby Fisher, Owner
Case Studies
From Creative Visionary to Confident Business Owner
Over the course of a year, I partnered with a talented, creative entrepreneur who was building a successful business—but had never looked at her financial statements. With no formal background in finance, she initially felt overwhelmed by the numbers. Together, we built her first annual budget and analyzed her staff utilization and operating hours. This allowed her to make strategic decisions that maximized revenue and minimized overhead.
What made this transformation truly powerful was the shift in mindset. Through coaching, she became more open-minded and confident, learning to see her financials as a tool, not a burden. My approach—rooted in asking the right questions rather than giving direct instructions—empowered her to arrive at her own insights. Early in our engagement, she shared how refreshing and different this style felt from other consultants she had worked with. By the end of the year, she had increased revenue by 18%, developed strong financial habits, and was leading her business with more clarity than ever before.
In just three weeks, I partnered with a rapidly scaling SaaS startup to eliminate the chaos of manual spreadsheets and bring clarity to their key metrics. Using Power BI, I developed a custom managerial dashboard that automated data feeds from Salesforce and QuickBooks Online, delivering real-time insights into burn rate, MRR, ARR, CAC, churn, and sales pipeline performance.
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The impact was immediate. Leadership could finally see where to focus their time and how to guide the sales team with data-backed decisions. The dashboard not only streamlined internal operations but also became a powerful tool for communicating performance to external stakeholders. With one source of truth, the team operated with more confidence, speed, and strategic clarity.
Empowering a SaaS Startup with Real-Time Insights
​From Financial Oversight to Operational Excellence
A successful construction business owner came to me with solid financial reporting — but wanted more insights into how the business was performing operationally. His accounting team was stretched thin, and while the P&L was consistent, it didn’t help him understand where to focus as the business scaled.
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We identified key performance indicators (KPIs) that aligned with his goals and built a management dashboard that highlighted the trends that mattered. As we reviewed and applied insights over the following six months, the results became clear: stronger team accountability, improved gross margins, and a leadership team aligned around real, actionable data.
Over the course of a year, I worked with a driven business owner who, like many, was making decisions based on her cash-basis Profit & Loss statement and the balance in her bank account. While this approach gave a surface-level sense of security, it didn’t reflect the full financial reality. Her gross margins appeared strong, but in truth, they were significantly skewed due to the limitations of cash-basis reporting. She knew she wanted to grow her margins but didn’t realize she first needed a clear and accurate view of them.
Through our work together, we implemented a custom dashboard that pulled data from multiple sources and transformed it into one centralized, easy-to-understand view of her KPIs—including true gross margin. This allowed her to stay on cash-basis bookkeeping while finally seeing the full picture. Once she understood the gaps in her old reports, everything changed. She was able to save thousands in monthly overhead, make smarter hiring decisions, and confidently plan her expansion into new markets—all grounded in data she could trust.