What better finance looks like
Better finance looks different from one business to the next. These anonymized case studies show what changed when Beankeeper helped clients get current books sooner, see cash needs earlier, and connect pricing decisions to margin and cash.
Different businesses. Different finance needs.
How a marketing agency doubled gross margin
Sales were rising, but profit and cash were not keeping pace. Kevin and the finance team rebuilt the pricing model, reporting, and cash processes, helping the agency double gross margin and reach an EBITDA margin of approximately 20%.
Read the full marketing agency profitability case studyHow a restaurant franchise cut bookkeeping turnaround to one week
Beankeeper replaced the delayed quarterly process with recurring monthly bookkeeping and account review. The owner and outside CPA received usable records closer to the periods they reflected, while reconciliation work surfaced account issues sooner.
Read the full restaurant franchise bookkeeping case studyFrom a projected $160K shortfall to all planned bonuses paid
Beankeeper identified the cash gap with five months to act, set the closing target the business needed, and helped leadership reach year-end with every planned bonus funded.
Read the full commercial real estate cash flow case studyFinance support at 75% less than the estimated in-house cost
A marketing technology company needed recurring finance operations, board reporting, and senior guidance without hiring several internal roles. Beankeeper built the function and continued supporting the company as annual revenue more than doubled.
Read the full marketing technology case studyFrom a projected payroll shortfall to payroll made on time
Expected client cancellations changed a marketing agency’s cash outlook. Beankeeper helped leadership respond before payroll was due, then strengthened collections and billing so cash reached the business sooner.
Read the full agency payroll shortfall case studySee what Beankeeper can do for your numbers
Every finance setup is different, and you do not need to know which service you need before you call. Book a call to talk through what your team is handling today, where you need more visibility or support, and what Beankeeper would recommend from there.
Request a CallConfidentiality note: Client names and identifying details have been withheld to protect confidential financial information. Financial results are approximate and reflect information reported from the engagements.
