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Helping a Mid-Sized Tech Firm Scale Financially Through Smart Forecasting & Strategic Planning

Industry: Technology & Digital Services

The Situation

A fast-growing software company providing SaaS products to businesses was gaining traction in the market, with steady customer acquisition and high product usage. However, behind the scenes, the financial health told a different story. Revenue looked strong, but cash flow was tight, profit margins fluctuated, and the leadership lacked visibility into long-term growth.

Financial decisions were being made on the fly, without forecasting or strategic planning. They needed a structured approach to understand and turn their numbers into clear, actionable direction for sustainable growth.

Key Challenges

Unclear Monthly Cash Flow

Revenue varied each month, making it hard to plan or make confident decisions. The team lacked a consistent method for tracking and projecting its cash position effectively.

International Contractor Payments

Managing payments across borders became complex. The company struggled with tax compliance and reporting, often running into delays and confusion when compensating global team members.

No Budgeting Structure

There was no organized budget in place. Departments made spending decisions without a clear forecast or plan, often reacting to issues instead of preparing for them.

Pricing Issues

Their service packages didn’t reflect the true cost of delivery. Underpricing cut into profits, and the team wasn’t sure how to adjust rates without risking customer retention.

Investor Readiness

They planned to raise funds within a year, but they lacked a solid financial model or long-term projections, making it difficult to approach investors with confidence.

What We Did

Built a Clear 12-Month Forecast

We started by investigating their existing revenue streams and operating costs. Using this information, we built a 12-month cash flow forecast that highlighted upcoming risks and funding gaps.

Created a Realistic Budget

Instead of cutting costs blindly, we aligned their spending with performance metrics and planned revenue growth. Budgets were set for each department—marketing, dev team, customer support, etc.

Reworked Their Pricing Model

Through cost analysis and benchmarking, we adjusted their pricing plans. This included dropping one low-margin package and increasing prices on two key services by 18%. Client retention stayed above 94%.

Fixed Global Payment Issues

We aligned them with a payroll and compliance structure for international contractors in three countries. This cut payment delays and reduced year-end reporting errors.

Prepared Investor-Ready Financials

We developed a 5-year projection model that included EBITDA growth, CAC, LTV, and MRR tracking. The business used this to present in early investor conversations.

The Results

Revenue Growth

Within a year, the company’s revenue jumped from $6.5 million to $8.4 million, marking a 29% year-over-year increase. This growth came after refining their pricing, improving budget discipline, and tracking sales projections more closely. The team began making decisions based on real-time numbers instead of gut feeling.

Net Profit Margin

The profit margin doubled, from 8% to 16%, by cutting unnecessary costs and realigning service pricing. Strategic planning helped eliminate low-margin offerings, and more focus was placed on high-performing packages. This margin growth made the company healthier and more attractive to investors without compromising product quality or customer satisfaction.

Cash Reserve

Before the intervention, the company's runway was less than a month long. By the end of the 12-month period, they had built up cash reserves to cover four months of operations. This shift allowed them to operate with more confidence and provided breathing room for future investment decisions.

Contractor Payment Delays

The company previously faced regular delays in paying international contractors. With a new global payment structure, delays dropped by 85%. This not only improved relationships with contractors but also reduced administrative stress, helping the finance team focus on growth strategies rather than putting out fires.

Pricing Adjustment Impact

After reviewing service costs and competitor pricing, the team increased prices on key offerings. As a result, monthly recurring revenue grew by $68,000 without significant client loss. The new pricing better reflected the value delivered and positioned the business for stronger, more sustainable growth.

Investor Readiness

With clear projections and clean financial reports in hand, the company entered investor conversations confidently. They presented to three venture capital firms within five months and secured a term sheet shortly after. This marked a major milestone in their plan to further expand and improve operational capacity.

Client Feedback

“Before working with your team, we were making guesses. Now, we have a clear financial path, and decisions feel grounded. We’re no longer just focused on growth, but smart growth.”

In Summary

Tech companies often pour their energy into innovation and product development, while financial planning takes a backseat. In this case, Big 4 Accountants stepped in to realign the numbers with the company’s vision. By setting up better forecasting, budgeting tools, and pricing models, we helped a mid-sized SaaS firm shift from reactive decision-making to confident, data-backed growth.

The result? A business that not only scaled revenue but also became investor-ready and financially stable within a year.