Client Success Stories

Due to confidentiality, client names are withheld. Each success story reflects measurable results achieved through QuantiFi's accounting, controller, and virtual CFO expertise.

Construction

Construction Company

67% Faster Close | 28% Higher Job Profitability Visibility

Challenge

Month-end close stretched over two weeks with fragmented WIP tracking, inconsistent job costing, and delayed decision-making.

Solution

Deployed an integrated job-costing module with automated WIP reconciliation, project profitability dashboards, and real-time AP/AR sync through Acumatica.

Results

Close time reduced from 15 → 5 days
Job margin variance accuracy improved by 28%
$1.2M in project overruns prevented

Highlights

Real-time job profitability dashboards
Automated retainage & subcontractor reconciliation
Streamlined project-level reporting
Hospitality

Hospitality Group

50% Faster Reporting | Unified Multi-Property Visibility

Challenge

Hotels operated on disconnected systems, requiring manual consolidation and creating inconsistent financials.

Solution

Centralized multi-property accounting under a unified cloud ERP with automated reporting, KPI dashboards, and labor-cost optimization analytics.

Results

Reporting time reduced by 50%
Labor-to-revenue ratio improved by 6%
Group-wide P&L available in real time

Highlights

Consolidated property-level dashboards
Real-time RevPAR & GOP metrics
Automated cash-flow forecasting
Technology

Startup (Technology/SaaS)

Reduced Burn by 22% | 3x Faster Investor Reporting

Challenge

The startup lacked reliable financial visibility, slowing investor updates and budgeting decisions.

Solution

Implemented GAAP-compliant accounting, KPI forecasting dashboards, and automated expense management integrated with Stripe and Ramp.

Results

Cash burn reduced by 22%
Monthly close shortened from 20 → 6 days
Investor forecasts delivered in 48 hours

Highlights

Automated expense & revenue tracking
KPI dashboards (MRR, churn, CAC, LTV)
Fundraising-ready financial models
Manufacturing

Manufacturing (Plastic Products)

8% Margin Lift | 60% Faster Cost Reconciliation

Challenge

Inaccurate product costing led to mispricing and margin erosion across product lines.

Solution

Integrated ERP and accounting to automate cost-of-goods tracking and SKU-level profitability analysis.

Results

COGS accuracy improved by 95%
Margins increased by 8%
Close cycle reduced from 18 → 7 days

Highlights

SKU-level margin tracking
Real-time inventory costing
Automated reconciliation and variance reports
Healthcare

Dental Practice

40% Increase in Net Margin | 99% Claim Accuracy

Challenge

Delayed reimbursements and manual claim management limited profitability and visibility.

Solution

Built predictive analytics dashboards for insurance optimization and fee schedule tracking.

Results

Net margin up 40%
Claims accuracy improved to 99%
A/R days dropped from 35 → 22

Highlights

Predictive revenue analytics
Automated insurance reconciliation
Optimized fee scheduling
Healthcare

Medical Practice

Cash Flow Up 30% | Revenue Leakage Recovered

Challenge

A multi-provider clinic suffered delayed claims, inconsistent collections, and poor cash-flow visibility.

Solution

Automated EOB reconciliation, built payer-mix dashboards, and standardized month-end reports.

Results

Cash inflows improved by 30%
Days in A/R down by 12
$150K annual revenue leakage recovered

Highlights

Claims tracking automation
Real-time payer profitability
Physician dashboard integration
Retail

Pharmacy Chain

Reconciliation Time Cut by 60% | Shrinkage Down 25%

Challenge

Inaccurate supplier reconciliation and untracked shrinkage caused profitability gaps.

Solution

Integrated POS-to-GL automation, supplier invoice matching, and centralized multi-store dashboards.

Results

Inventory reconciliation 60% faster
Shrinkage reduced by 25%
Inventory accuracy improved to 98%

Highlights

Automated supplier reconciliation
POS-to-accounting integration
Multi-store performance tracking
Food Service

Franchise (Quick-Service Restaurant)

45% Faster Reporting | 18% Margin Growth

Challenge

Franchisee lacked standardized reporting and had poor store-level visibility.

Solution

Implemented unified COA, automated royalty tracking, and franchise-level financial benchmarking.

Results

Reporting accuracy improved by 45%
Gross margins up 18%
Royalty fee automation reduced admin time by 80%

Highlights

Multi-unit financial dashboards
Royalty & marketing fee tracking
Real-time store profitability
Real Estate

Real Estate & Property Management

90% Faster Consolidation | 35% Boost in Portfolio ROI Visibility

Challenge

Property managers handled multiple LLCs with inconsistent ledgers, manual reconciliations, and limited investor reporting.

Solution

Consolidated all entities under one accounting platform with automated rent roll imports, expense allocations, and investor dashboards.

Results

Financial consolidation time reduced from 10 days → 1
Improved portfolio ROI tracking by 35%
Rent collection accuracy reached 99%

Highlights

Entity-level and consolidated financials
Automated rent roll reporting
Investor-ready dashboards

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