Case Studies
Client Success Stories
See how businesses across industries have transformed their financial operations with Numbers Right. These case studies highlight the measurable impact of our services.
Santos Medical Group
A multi-physician medical practice recovered $200K in missed tax deductions and reduced billing errors by 40% through a complete financial overhaul.
The Challenge
Santos Medical Group, a growing multi-physician practice, was struggling with disorganized finances that had accumulated over years of rapid expansion. Their bookkeeping was fragmented across multiple systems, tax preparation was reactive rather than strategic, and they had no visibility into their revenue cycle performance. An internal review suggested they were leaving significant money on the table in missed tax deductions, but they lacked the expertise to identify exactly where.
Our Solution
Numbers Right conducted a comprehensive financial audit and implemented a complete bookkeeping overhaul, migrating all records to a unified cloud-based system. Our tax strategists performed a multi-year deduction analysis, identifying overlooked credits and deductions specific to healthcare practices. We also deployed monthly financial dashboards that gave physicians real-time visibility into revenue by provider, payer mix performance, and claim denial rates.
“Numbers Right identified $200K in tax savings we never knew existed. Their proactive approach to tax planning is unmatched.”— Dr. Maria Santos
Chen Restaurant Holdings
A restaurant group scaling from 3 to 8 locations achieved consolidated financial reporting in 48 hours instead of 3 weeks, with full multi-state tax compliance.
The Challenge
Chen Restaurant Holdings was in rapid growth mode, expanding from 3 to 8 locations across three states. Each location maintained its own bookkeeping practices with different chart of accounts, making consolidated reporting nearly impossible. Monthly financial close took over three weeks, multi-state tax obligations were unclear, and the ownership group needed investor-ready financials to secure expansion capital.
Our Solution
Numbers Right centralized all bookkeeping under a unified chart of accounts designed specifically for multi-location restaurant operations. We standardized processes across all 8 locations, implemented automated bank feeds and reconciliation workflows, and established multi-state sales tax and payroll tax compliance across all operating states. Our team also prepared investor-grade financial packages with location-by-location profitability analysis.
“Numbers Right turned our financial chaos into a system that actually scales. We went from dreading month-end to having reports in two days.”— James Chen, Owner
TechForward Inc.
A pre-revenue SaaS startup built investor-grade financial infrastructure and successfully closed its Series A round with 18-month runway forecasting.
The Challenge
TechForward Inc., a pre-Series A SaaS company, had strong product-market fit but virtually no financial infrastructure. Their bookkeeping was handled ad-hoc by the founding team, there were no financial projections or models, and potential investors were requesting board-ready financial packages that the company simply could not produce. Without credible financial reporting and forecasting, closing their funding round was at risk.
Our Solution
Numbers Right deployed a fractional CFO who built the company's financial infrastructure from the ground up. This included implementing proper revenue recognition for SaaS metrics (MRR, ARR, churn, LTV), building a detailed financial model with multiple scenarios for the investor deck, creating 18-month cash flow forecasts, and preparing board-ready financial reporting packages. Our CFO also participated directly in investor meetings to present financials and answer due diligence questions.
“Their fractional CFO service gave us Fortune 500-level financial strategy at a fraction of the cost. Game-changer for our Series A.”— Patricia Williams, CEO
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