Case Studies

The Numbers Behind the Numbers

Anonymized, but real. Here's what happens when businesses get a finance function that actually works.

Ecommerce · 8-Figure DTC Brand

From 18 Months of Broken Books to a 6-Point Margin Improvement

The Challenge

A fast-growing DTC brand selling on Amazon and Shopify had burned through three bookkeepers. Deposits were booked as revenue, inventory hadn't been valued in a year, and the founders had no idea which products made money. A potential acquirer walked away citing 'unreliable financials.'

The Solution

Beryl rebuilt 18 months of settlement accounting across Amazon, Shopify, and Stripe, implemented landed-cost COGS with monthly inventory valuation, and delivered SKU-level profitability reporting. A 13-week cash flow forecast was layered on top to manage inventory buys.

“They showed us one product line was losing money on every single unit. We killed it and margins jumped six points. No previous bookkeeper even got the data right, let alone the insight.”
Client Name (placeholder) · Founder

6 pts

Gross margin improvement after cutting a money-losing product line

4 weeks

To rebuild 18 months of multi-channel books

10 days

Monthly close, down from 'never'

SaaS · B2B SaaS Startup

Series A Diligence in Two Weeks Instead of Two Months

The Challenge

A B2B SaaS company heading into a Series A had cash-basis books, no deferred revenue schedule, and SaaS metrics in a spreadsheet that didn't tie to the accounting. Their lead investor's diligence list ran to four pages.

The Solution

Beryl converted the books to accrual with proper ASC 606 revenue recognition, built deferred revenue and commission schedules, reconciled MRR/ARR reporting to the general ledger, and assembled a complete data room with tied-out monthly financials for three years.

“Our lead investor commented on how clean the books were. When your financials create confidence instead of questions, everything about a raise gets easier.”
Client Name (placeholder) · CEO

2 weeks

Financial diligence completed, from a 4-page request list

100%

Of diligence requests answered from the prepared data room

$8M

Series A closed (placeholder figure)

Construction · Regional Construction Firm

Job Costing That Caught a Cash Crunch Four Weeks Early

The Challenge

A $12M contractor was profitable on paper but constantly cash-strapped. No WIP schedule, no job-level costing, and progress billing lagged weeks behind field work. The owner was personally covering payroll gaps from savings.

The Solution

Beryl implemented job costing in QuickBooks Online with monthly WIP schedules, rebuilt the billing workflow so progress invoices went out with pay applications, and stood up a 13-week cash flow forecast reviewed on a standing biweekly call.

“The 13-week forecast caught a gap four weeks before it would have hit payroll. That single catch paid for years of the service.”
Client Name (placeholder) · Owner

4 weeks

Advance warning on a cash gap — resolved by resequencing two payment schedules

11 days

Faster average invoice-to-cash cycle

Chronically unprofitable job types identified and repriced

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