Case studies
Advisor success stories
How real advisory firms scale delivery, launch CAS, and add clients without adding headcount.
- Fractional CFO firm (4 CFOs)Illustrative
How a Fractional CFO Firm Doubled Capacity in 6 Months
2.3× capacity per CFO with no quality drop
Clients per CFO3 → 7Meeting prep time−80%Report production time−83%Renewal rate100%Read case study - Accounting firm (22 staff)Illustrative
How an Accounting Firm Launched CAS in 45 Days
3.4× revenue per client vs compliance-only
Time to first CAS client21 daysCAS clients (90 days)14Revenue per CAS client3.4×New CFO hires required0Read case study