Real Fractional CFO Results
and Financial Outcomes
from our clients.
Every number on this page is a real business, a real owner, and a real transformation. Not projections — outcomes from the right financial systems meeting the right commitment.
Different industries, different challenges — but the pattern behind every result is the same.
Premier Woodworking LLC ($3.5M Revenue)
Custom Cabinetry Financial Transformation
The Challenge
Premier Woodworking had built a reputation for exceptional craftsmanship — but their financial foundation was not supporting the quality of their work. The owner found himself in a situation common to skilled tradespeople: excellent at producing the product, but without the financial visibility to make confident business decisions.
Cash Flow Inconsistency
Unpredictable cash flow patterns and no emergency reserves, creating vulnerability to market fluctuations and unexpected expenses.
Profitability Blindspots
Despite producing high-quality cabinetry, the company could not identify which specific jobs generated the most profit — leading to pricing inefficiencies and resource misallocation.
No Close-Out Process
No structured job close-out process meant valuable lessons and performance metrics were not being captured, preventing continuous improvement across projects.
Limited Strategic Planning
With minimal forward-looking financial planning, growth opportunities could not be properly evaluated or funded — hampering the company’s expansion potential.
“We were making beautiful cabinets and had more work than we could handle, but I still couldn’t sleep at night worrying about making payroll. Something wasn’t adding up.”
Owner, Premier Woodworking LLCBuilding the Financial Framework for Success
OiProfit began with a 90-Day CFO Transformation that evolved into ongoing Growth CFO services — systematically addressing each financial challenge through proven systems and processes.
Profit-First Cash Allocation
Established structured cash allocations for profit, taxes, reserves, and operating expenses — creating immediate financial discipline and cash clarity from month one.
Job Costing in QuickBooks
Built project-level tracking so every job’s true profitability was visible — materials, labor, overhead — giving the owner the data to price smarter and allocate resources better.
12-Month Rolling Forecast
Created a living forecast updated monthly with actual results — enabling scenario testing for marketing spend, hiring decisions, debt paydown, and emergency fund growth.
Job Close-Out Process
Designed a repeatable checklist ensuring every project finishes strong, with lessons documented and profitability captured — building a foundation for continuous improvement.
Strategic Cash Use Plan
Built a framework to harvest profit, build an emergency fund, increase marketing spend, and pay down debt — all with clear thresholds and timelines.
Growth CFO Discipline
Established a monthly rhythm of financial review and strategic decision-making — keeping the business accountable while creating the agility to adapt to changing conditions.
How the 90-Day CFO Engagement Actually Unfolded
Month by month, this is what was built for Premier Woodworking — and the rhythm it settled into afterwards.
Assessment & Cash Management
- Profit-First accounts for profit, taxes and operating expenses
- Historical financial analysis to surface patterns
- Baseline metrics for financial health tracking
Systems Building
- Job costing built inside QuickBooks
- 12-month rolling cash forecast model
- Project close-out protocols to capture profitability
- Reserves allocation strategy
Process Refinement
- Forecasting refined against actual performance
- Monthly financial review cadence established
- Strategic cash use plan for marketing and debt reduction
Growth CFO Services
- Monthly financial analysis and strategy sessions
- Continuous refinement of job costing
- Decision support and accountability to targets
From Financial Uncertainty to Business Confidence
Within the first several months of the partnership, Premier Woodworking experienced tangible improvements across their financial operations and decision-making capabilities.
“For the first time, I know which jobs actually make us money — and I don’t lose sleep over payroll anymore. We’re making better cabinets because I’m not constantly worried about finances.”
Owner, Premier Woodworking LLCThe Result: Positioned for Sustainable Growth
With stronger financial systems and CFO discipline in place, Premier Woodworking now has the tools and confidence to build on what they have created.
Scale With Profitability
The business can now grow operations while maintaining or improving profit margins — because every decision is backed by clear financial data.
Weather Downturns
Emergency reserves are being built through structured Profit-first allocations — creating resilience against seasonal fluctuations and unexpected expenses.
Data-Driven Decisions
Monthly financial reviews and rolling forecasts mean the owner approaches every decision with confidence, supported by real numbers rather than instinct.
“Premier Woodworking is exactly why OiProfit exists. A business built on genuine craftsmanship that deserved a financial foundation worthy of the work they produce. That transformation — from uncertainty to confidence — is the result I am most proud of creating.”Matthew Anderson, CPA — Founder, OiProfit
More Client Results, Every One a Different Story
Premier Woodworking is not the only business OiProfit has transformed. Here are more real outcomes from real engagements.
BRG Homes
Aligned Buildertrend with QuickBooks for real job-level profitability and cash clarity. Analysed true profitability against industry benchmarks and made strategic adjustments that compounded across every project in the pipeline.
Revenue Leakage Recovery
Identified systematic billing errors and expense tracking gaps at a San Diego fulfillment centre. Through improved invoice accuracy, proper storage billing, and structured financial oversight, recovered lost revenue that had been draining the business for months.
TJs Landscaping
Implemented Profit-first cash allocation so the owner always knows funds are set aside for taxes, payroll, and profit. Set up job costing in QuickBooks so they finally know which projects are profitable — and which ones they should be bidding more of.
Client Reviews, In Their Own Words
“When I started working with Matthew, I had no clear idea which jobs were actually profitable. Within just a couple of months, he helped me gain real clarity on my overall profitability and gave me the tools to track profit on each and every job. For the first time, I am confident in my ability to consistently bid and win profitable work.”
“Matt’s attention to detail helps discover insights into your business. From revenue streams to cost of goods sold, he can unlock the secrets to improving your bottom line.”
“You explain it in a way I can actually understand.”
“I finally feel like someone is on my side.”
“I know which jobs make money now.”
What Every Fractional CFO Result Shares
Different industries. Different challenges. But every successful engagement follows the same pattern.
Clean Books First
Every engagement starts with rebuilding the financial foundation. Strategy without clean numbers is guesswork. Matt builds the infrastructure first because that is where clarity comes from.
Real Systems, Not Reports
Matt does not hand clients a PDF and disappear. He builds job costing, cash flow forecasts, KPI dashboards, and Profit-first accounts — systems that work every single month.
Owner Understands the Numbers
The goal is not to make the owner dependent on Matt. It is to make the owner financially literate — able to read their P&L, understand their cash position, and make decisions from data.
Ongoing Accountability
Monthly financial reviews, quarterly deep dives, and an ongoing CFO relationship that keeps the business accountable to its plan while maintaining the agility to adapt as conditions change.
These Businesses Were Exactly Where You Are Right Now
The only difference between them and everyone else? They picked up the phone. One 30–45 minute conversation. Zero pressure. Complete clarity on what fixing your financial foundation actually looks like.
Book Your Free Cash Flow Clarity Call →We only take on one new client each month.