Transforming Financial Operations & Recovering $200,000 in Lost Revenue

 

Client Overview

Industry: Commercial Space Construction
Company Size: Mid-Sized Business
Challenge: High turnover, lack of financial systems, and revenue leakage

The Challenge: A Financial Department in Disarray

 

When this commercial construction company reached out, they were dealing with severe financial mismanagement after their controller retired. With no standardized financial systems in place and high turnover in the department, the company struggled with:

✔ Unbalanced accounts and reconciliation gaps
✔ Disconnection between AR, AP, and financial reconciliations
✔ Unknown revenue leakage leading to lost profits
✔ Lack of technical expertise to manage rebate programs

 

They needed someone to assess their accounting and finance operations, uncover inefficiencies, and build a system to prevent future financial losses.

The Solution: A Strategic Financial Overhaul

 

To get to the root of the issues, I took a deep dive into reconciliations and uncovered two major financial leaks:

 

$80,000 in Chargebacks Misclassified as Bank Fees

 

During my reconciliation review, I identified $80,000+ worth of chargebacks that had not been applied to customer accounts—instead, they were simply posted as "bank fees" in the system.

 

If this had gone unnoticed:

✔ The company would have absorbed the entire loss
✔ The customers responsible for the chargebacks would have received services for free
✔ This revenue drain would have continued indefinitely

 

By implementing a proper chargeback reconciliation process, I ensured that all future chargebacks were correctly assigned to customer accounts and disputes could be handled effectively.

$100,000+ in Missing Rebates Recovered in One Quarter

The company participated in a rebate program, but no one on the team had the technical skills or systems in place to track, reconcile, and claim the rebates.

✔ Without proper reconciliation, rebate payments were going unclaimed
✔ The volume of data was overwhelming, making manual reconciliation impossible
✔ The company was losing money every quarter without realizing it

 

To fix this, I:

 

✔Created a streamlined rebate reconciliation system to track payments accurately
✔Developed training videos and in-person sessions to teach the team how to use the system
✔Identified and recovered over $100,000 in missed rebate funds for just one quarter

 

The total amount lost in previous quarters was never known, but the company was able to dispute and recover their missing rebate funds moving forward.

The Results: Immediate & Long-Term Financial Gains

✔ Recovered a total of $180,000
✔ Implemented financial controls & reconciliation processes to prevent future losses
✔ Improved department efficiency through training and process documentation
✔ Strengthened profit margins in an industry where every dollar counts

The Takeaway: The Cost of Poor Financial Oversight

This case highlights how financial mismanagement and lack of oversight can lead to massive revenue loss.

Without intervention, this company would have continued bleeding money through missed rebates and unaccounted chargebacks.

 

By implementing strong financial systems, proper reconciliations, and employee training, businesses can prevent revenue leakage, optimize profits, and build financial resilience.

Need Help with Your Business Finances?

If your company lacks financial oversight, structured reconciliation processes, or is unknowingly losing money, let’s fix it.

📩 Apply for Coaching & Financial Strategy Support
📞 Book a Consultation

 

Every dollar matters—make sure your business is maximizing its profits.

Pandemic Boom-and-Bust Product Business Case Study

Client Type: Physical Product Business (Boomed during pandemic, struggled post-pandemic)

Challenge:

✔ Experienced a 5X revenue increase during the pandemic but struggled with post-pandemic inventory issues.
✔ Left with millions in unsold inventory and high warehouse costs.
✔ Needed a strategy to reduce expenses and recover money fast.

Strategy Implemented:

✔ Closing their U.S. warehouse and moving to a smaller, more cost-effective space.
✔ Sent excess product back overseas to cut storage costs.
✔ Recovered over $1 million in tariff refunds to free up capital.

Results:

✔ Closed their U.S. warehouse and moving to a smaller, more cost-effective space.
✔ Sent excess product back overseas to cut storage costs.
✔ Recovered over $1 million in tariff refunds to free up capital.

Key Takeaway:

✔ Smart cost-cutting strategies and leveraging refunds can help businesses recover after rapid growth or market shifts.

Need Help with Growth and Sustainability?

📩 Apply for Coaching & Financial Strategy Support
📞 Book a Consultation

 

Every dollar matters—make sure your business is maximizing its profits.