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Digital Health and Fitness Platform

Case Study

Interim CFO

A personalized digital health and fitness platform integrated with state-of-the-art physical fitness equipment, resulting from the merger of two companies

Project Needs

  • Convert business model to SaaS
  • Design accurate 13-week cash flow model
  • Complete NetSuite implementation

Client Motivation

  • 13-week cash flow was overstated which led to misguided annual budget and major planning issues
  • CEO was pulled into finance related issues taking time away from strategic initiatives
  • Management team struggling to convert business model to SaaS
  • Timing to close books was 22 days
  • NetSuite implementation was past go-live date and over budget


  • Fixed 13-week cash flow model and accelerated monthly close from 22 days to 5 days
  • Established fiscal discipline across entities and departments, freeing up the CEO to focus on high-priority initiatives
  • Renegotiated terms with NetSuite implementation consultant to speed up deployment by 3 months
  • Took over 65% of COO’s responsibilities after COO departure including IT, logistics, cyber security and HR
  • Worked with management team to deliver 3-5-year plan to the board of directors