Blueprint CFO played a role in protecting millions in imports and avoiding costly tariffs for this produce company in California. BACKGROUNDA California-based produce distributor faced uncertainty after a new Presidential Executive Order imposed a 10% tariff on a wide range of imported goods, with higher rates for countries listed in “Annex I.” Although the compa [...]

Blueprint CFO helped a major Sonoma winery turn $150K monthly losses into $1.8M annual savings through data-driven financial insights. BACKGROUNDA major Sonoma winery with $50 million in annual sales was hit hard during the Great Recession. Falling wine prices and reduced consumer spending caused sales to plummet, and the business was losing $150K every month. Wi [...]

This 150-person company found financial clarity, accountability and sustainable growth under Blueprint CFO’s guidance.BACKGROUND A large consumer products company with 150 employees had been operating without a CFO for over a year. With no one overseeing the financial functions, there was no budget in place and no financial controls. Each department was making pu [...]

Blueprint CFO assisted a manufacturer in receiving the clarity it needed to sell for $30 million.BACKGROUND A manufacturing company was ready to sell, but its financials told a different story. With no real accounting system in place, the CFO’s books were a mess. They were using an order management tool to process sales, but it didn’t connect to any accounting so [...]

Blueprint CFO helped secure a $5 million credit line and fixed 18 months of accounting errors for this aerospace manufacturing company.BACKGROUNDA successful aerospace manufacturing company approached a regional bank for a $5 million line of credit to fund their growth and expansion, but the bank declined the application. They didn’t give the company the “no” because [...]