Real companies, real numbers.

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.

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

The first 100 days

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

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

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.

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

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.

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

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.

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