Iter Advisors

Our case studies

Discover how our outsourced CFOs concretely support growing consulting firms and e-commerce businesses to structure, manage and optimize their financial operations.

Consulting
25 people
8 months - 3 days/month

Financial structuring for a 25-person strategy consulting firm

The challenge

This 25-consultant strategy firm was growing rapidly (+40% annual revenue) but had no financial management tools. The CEO was flying blind, with no cash flow forecast or structured monthly reporting. Client invoices were sent with an average 3-week delay, directly impacting working capital.

Consulting
35 people
12 months - 2 days/month

Project profitability tracking for a 35-person HR consulting firm

The challenge

This 35-person HR consulting firm billed on a fixed-fee basis but had no visibility on actual project profitability. Some projects were loss-making without management knowing. Management control was non-existent and overall margins were eroding quarter after quarter.

Consulting
20 people
6 months - 4 days/month

Fundraising preparation for a 20-person tech consulting firm

The challenge

This digital transformation consulting firm wanted to raise 2M euros to accelerate growth and open a Barcelona office. The business plan was approximate, financial projections lacked credibility, and no data room was prepared. Contacted investors were asking for SaaS-like metrics (MRR, churn, LTV) adapted to the recurring consulting model.

E-commerce
12 people
10 months - 3 days/month

Cash flow optimization for a cosmetics e-commerce site

The challenge

This natural cosmetics e-commerce site generated 4M euros in revenue with very marked seasonal peaks (x3 in November-December). Cash flow was under permanent pressure as raw material purchases had to be made 4 months before sales peaks. The company had already experienced 2 cash flow incidents leading to stockouts.

E-commerce
28 people
6 months - 4 days/month

Multi-country reporting setup for a fashion e-commerce site

The challenge

This fashion e-commerce site sold in 5 European countries (France, Spain, Germany, Italy, Belgium) with separate legal entities. Consolidated reporting was done manually on Excel, took 2 weeks per month and regularly contained errors. Management had no unified view of performance by market.

Consulting
40 people
12 months - 3 days/month

Financial audit and restructuring for a 40-person management consulting firm

The challenge

This 40-consultant management consulting firm was going through a growth crisis. Revenue had doubled in 2 years but costs had tripled. Net profitability had dropped from 15% to 3%. The CEO couldn't understand why growth wasn't translating into results. No budget control was in place.

E-commerce
8 people
4 months - 3 days/month

Accounting automation for a food e-commerce site

The challenge

This organic food e-commerce site handled 2,000 orders per month with largely manual accounting. Invoice entry took 3 days per week for one full-time person. Bank reconciliations were done once a month with recurring discrepancies. Multi-rate VAT (5.5%, 10%, 20%) further complicated processing.

Consulting
30 people
8 months - 4 days/month

Internationalization support for a 30-person digital consulting firm

The challenge

This 30-person digital consulting firm based in Paris wanted to open a Barcelona office. Tax, social and legal questions were complex: what status for the Spanish entity, how to manage intercompany billing, what social regime for seconded consultants. The CEO needed a complete financial framework before launching.

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