Real businesses. Real numbers. No fluff.
Every result on this page came from the same playbook — our 60/15/15 financial operating system applied to service businesses ready to scale.
$96.2M in revenue managed across 7+ industries.
Trusted by growing service businesses
Don’t just take our word for it.
Browse every client story in one place. Play a testimonial or open the full financial breakdown.
“Strategic finance helped us scale, exit, and reinvest with confidence.”
“Bennett Financials gave us the financial clarity we needed to grow.”
“A complete tax transformation that changed how we run our business.”
“A team we can rely on, with rapid-fire responses and consistent support.”
“He brings creative ideas and valuable insights that have transformed our business.”
Optmyzr
Motiv Marketing
One operating system. Different businesses.
Documented outcomes.
Every number below is a documented, client-specific result from ongoing implementation of the 60/15/15 operating system — not an outcome promised by a Leak Check.
Motiv Marketing came in with years of uncaptured tax strategy. Through entity restructuring and a full deployment of the 60/15/15 system, we eliminated over $402K in tax liability — and they walked away with a refund.
Read full case studyVirtualCounsel was growing fast but bleeding cash to taxes. We installed the full financial system, restructured their entity, and deployed a proactive tax strategy that freed up over $220K — capital they reinvested directly into growth.
Read full case studyOptmyzr was scaling globally across multiple entities with no unified tax strategy. We consolidated their financial operations, reconciled cross-border exposure, and deployed a strategy that saved over $185K while keeping their growth trajectory clean.
Read full case studyEden Data built their cybersecurity firm from the ground up with a fractional CFO embedded from day one. We managed the financial operating system as they scaled — from their first dollar of revenue to $300K in monthly recurring revenue.
Read full case studyChimney Scientist needed a complete financial transformation before their exit. We rebuilt their books, deployed a proactive tax strategy, and positioned the business for enterprise value — resulting in a 5–10x EBITDA multiple at sale.
Read full case study& Exit
NuSpine Chiropractic used strategic finance to scale their franchise network, time and execute a successful exit, and redeploy the capital into their next venture — with a clear financial roadmap guiding every step.
Read full case studyStart with a directional look.
Then validate what matters.
The results above came from client-specific, document-backed work and paid implementation — not the Leak Check. The free Leak Check is a 20-minute, no-document conversation using rough inputs. It provides a directional 60/15/15 snapshot, likely profit and tax leaks in conservative ranges, and a one-page Leak Map with a suggested next validation step. If those findings warrant review against actual P&L and tax records, the Scale-Ready Assessment is the separate, document-backed next step; paid implementation is scoped afterward.
Book Your Leak CheckNo documents required. Client results vary.
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