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Aria CFO Advisors

Case Studies

Discover how Aria has transformed businesses through detailed case studies, showcasing our successful projects and the impact of our financial solutions.

FOCUS Learning Corporation Case Study

Aria was able to effectively merge historical results with forecasted output and improve the company’s ability to understand its current and forecasted financial position. This allowed for the creation of a stronger month-end review and re-forecasting cadence and improved communications between the sales, technology and finance teams that gave the CEO tighter control over cash flow.

Stake Case Study

Throughout our engagement with Stake, we have developed a close relationship with the Company and become a trusted partner to provide independent feedback on the trends and risks in the Company’s business. Being cognizant of what is mission critical, we grew alongside them and, when the moment was right, added resources to support them further as they scaled their business. The financial model, supported by our knowledge of the company’s business, has become a key tool to support internal and external reporting.

Peek Case Study

Within a period of weeks, and with minimal uplift from the Peek team, Aria was able to transform the Company’s finance function from basic cash reporting to dynamic accrual-based accounting that provides a more complete picture of the Company’s performance. With this new system, Peek’s founder had more tools for analysis and decision-making and was able to discuss and explain his business to outside parties in a more effective manner.

Envoie Projects, LLC Case Study

Aria was able to build an effective finance function that leverages a smooth month-end close process to update and forecast Envoie’s financial results each month at a fraction of the cost of two full-time hires (bookkeeper and head of finance). That has provided the owners with fast, timely data that allows for more long-term strategic planning and risk analysis. Since Aria began, the firm has grown headcount by 25% and is on track for a record year.

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