Luca NextGen Financial
Case studies

Real companies, real numbers.

Some of these are Luca clients and some come from our leadership's work running finance inside companies. Client names are shared only with permission.

SaaS · Compliance software

From operational gaps to a $21M exit

As VP of Finance and then CFO of TotalSDS, Luca's leadership led a three-year finance and operations transformation that ended in an acquisition by Enhesa.

2.4×ARR growth, $1.9M to $4.5M
11×EBITDA growth
$1.5Mcash position at sale
$21Mequity sale, Oct 2025

Starting point

  • $54K in cash and a one-person finance function
  • QuickBooks Desktop and limited visibility
  • No formal sales organization or reliable CRM data

What we did

  • Moved to QuickBooks Online and integrated payroll, banking and reporting
  • Cut month-end reporting from about 15 days to 5–7
  • Implemented ARR tracking, SaaS metrics and forecasting
  • Rebuilt the sales function and proposal process
Franchise · Five entities

The first 100 days

Luca became a multi-brand franchisor's finance partner weeks before its two most senior finance leaders left.

5entities reconciled
99correcting entries
214quality checks reviewed
~100days to closed books

Starting point

  • Finance leadership transition mid-year
  • Open closes across five entities
  • Six separate plan files and five models

What we did

  • Took ownership of the close so nothing stalled
  • Split the team into clear AR and AP lanes and moved AP to Bill.com
  • Tied out every reconciliation and fixed historical errors
  • Delivered one 2026–2028 plan for all five entities
Professional services · New US entity

From zero to board-ready

The US subsidiary of an international firm had people to pay and clients to bill, with no accounting system, payroll or processes.

~17days to first payroll
3 wksto live spend platform
~40client invoices loaded
Month 5board-ready close

Starting point

  • No accounting system or chart of accounts
  • US employees with no payroll provider
  • A parent company needing consolidated numbers

What we did

  • Built QuickBooks Online mapped to the parent's chart of accounts
  • Set up payroll, then moved to a full PEO
  • Launched Ramp with a direct QuickBooks sync
  • Delivered 13-week cash forecasts and monthly board slides
Healthcare · Behavioral health

A faster close, revenue brought in-house

As controller of a multi-program treatment provider, Luca's leadership rebuilt the close and took revenue reporting back from outside consultants.

5 daysto close, from 15–18
2 daysto mail statements
13documented procedures
100%of core services billed

Starting point

  • A close of more than two weeks
  • Revenue and AR reporting outsourced
  • Late patient statements and no collections process

What we did

  • Rebuilt the close with a full monthly package
  • Generated revenue and AR reports from the billing system
  • Daily census audit to capture every billable service
  • Wrote 13 procedures so the process didn't depend on one person
Hospitality · Pre-opening

Building the books before opening day

A family office was opening a members-only social club with no accounting department. Luca's leadership built the finance function from nothing.

$871Kcut from projected wages
16%leaner labor plan
$150Kuniform program controlled
0 → 1accounting function

Starting point

  • No accounting system or chart of accounts
  • No staffing plan or org structure
  • No member billing policies or owner reporting

What we did

  • Built the ledger, departments and member billing policies
  • Right-sized staffing and restructured the org chart
  • Created a budget with quarterly cash projections
  • Formula-driven monthly package with an executive summary
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