Case Studies

Real engagements. Real numbers.

A selection of hospitality finance outcomes — cost savings, audit readiness, revenue leakage recovered and faster closes. Client identities are anonymized; metrics are not.

USD 1.4M+

Revenue leakage recovered across engagements

30–45%

Typical finance run-cost reduction

<10 days

Average monthly close after stabilization

100%

Engagements that passed external audit

City Hotel · 220 keys · 4 outlets

Cut finance run-cost by 38% while shortening monthly close from 18 to 7 days.

Challenge

An over-staffed in-house finance team was missing close deadlines, owner reports were two weeks late, and three open audit observations had rolled over from the prior year.

Solution

Transitioned to a Full Finance Outsourcing retainer over six weeks. Re-built the close calendar, automated bank and POS reconciliations, and embedded a daily revenue audit.

"We went from chasing numbers to making decisions with them. The owner pack now lands on day 8 — every month."

General Manager · City Hotel

Outcomes

−38%

Finance function cost

18 → 7 days

Monthly close cycle

Open audit observations

Resort · 140 keys · 2 F&B outlets

Recovered USD 142,000 in annual revenue leakage across F&B and banquets.

Challenge

Banquet billing discrepancies and uncontrolled comps & voids in F&B were quietly eroding margin. The team suspected leakage but had no visibility.

Solution

Implemented daily revenue audit, comp/void approval workflow, and a banquet event reconciliation control between BEO, BOM and POS — backed by a clear authority matrix.

"The leakage was hiding in plain sight. Within 90 days the controls had paid for the entire engagement many times over."

Owner · Resort Property

Outcomes

USD 142K

Annual leakage recovered

+3.2 pp

F&B margin uplift

100%

Banquet events reconciled

Restaurant Group · 6 outlets

Stood up a centralized finance function in 5 weeks for a multi-outlet group.

Challenge

A growing restaurant group had per-outlet bookkeeping, no consolidated reporting, and no view of group-level food cost or labour ratios.

Solution

Built a unified chart of accounts, centralized AP, and rolled out a Virtual CFO retainer with weekly outlet-level dashboards on cost of sales, labour % and prime cost.

"For the first time we can compare outlets on the same KPIs. Decisions that used to take weeks now take a meeting."

Managing Partner · Restaurant Group

Outcomes

5 weeks

Go-live to first group pack

−2.4 pp

Group food cost

+11%

Operating profit (YoY)

Pre-opening Hotel · 180 keys

Built the entire finance function from zero — ready 30 days before soft opening.

Challenge

A new-build property needed a complete finance setup — chart of accounts, SOPs, system integration and team — with a hard opening date.

Solution

Pre-opening engagement covering chart of accounts, PMS–ERP integration, SOPs, internal control framework, opening budget and finance team build with on-the-job training.

"When we opened, the finance department wasn't a question mark — it was already running."

Pre-opening Director · New-build Hotel

Outcomes

Day 1

Audit-ready posture

−30 days

Ahead of opening

92%

Budget vs. actual variance, year 1

Mid-size Hotel · 90 keys

Cleared 9 months of bookkeeping backlog and passed external audit with zero adjustments.

Challenge

Books were nine months behind, multiple bank accounts unreconciled, and the external audit had been postponed twice.

Solution

Backlog cleanup sprint followed by Partial Outsourcing — bookkeeping, reconciliations and audit support — with a structured month-end close cadence.

"The auditors actually thanked us. That has never happened before."

Financial Controller · Mid-size Hotel

Outcomes

9 → 0

Months of backlog

Audit adjustments

−45%

External audit fees

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