Financial Clarity Without a Full-Time CFO
Savant Engineering - Engineering & Industrial Services company with 45 employees generating $8M annual revenue in Sandy Springs, GA
The Challenge
Savant Engineering was experiencing steady growth but lacked the financial leadership needed to support expansion. Without a CFO, the owner and Controller were overextended, leaving critical blind spots that threatened the company's ability to scale effectively. The risk was clear: scaling without the visibility and strategy to manage resources effectively could derail their growth trajectory.
Reporting Delays: Financials arrived 45 days late, too slow to inform critical business decisions and strategic planning
Inconsistent Forecasting: Limited ability to predict cash flow or plan for growth, creating uncertainty in resource allocation
Weak Budgeting Discipline: No framework for long-term planning or capital allocation, hindering strategic decision-making
Cost Barrier: Hiring a full-time CFO at $175K+ was financially out of reach for the growing company
Transformation Through Strategic Partnership
Sobo stepped in with a structured, low-risk approach to financial leadership that gave Savant access to senior-level financial expertise without the cost or risk of a full-time hire. This strategic partnership transformed how the company approached financial management and planning.
AI-Powered Diagnostic
Identified key gaps in reporting, forecasting, and capital planning through comprehensive analysis
Smart Matching
Paired Savant with Chuck Blume, a seasoned fractional CFO experienced in engineering and service-based SMBs
Engagement Assurance
Established clear deliverables including forecasting model, cash flow planning, and reliable reporting cadence
AI Insights Support
Continuously flagged new priorities, ensuring Savant stayed ahead of financial challenges
The Results
Within just 90 days, Savant transformed its financial operations with a forecasting model providing real-time cash flow visibility, established budgeting framework guiding expansion, and freed the owner to focus on strategy instead of spreadsheets.
| Metric | Before Sobo | After Sobo | ROI / Impact |
|---|---|---|---|
| Financial Reporting | 45 days delayed | 10 days turnaround | 78% faster decision-making |
| Cash Flow Visibility | No forecasting model | Real-time visibility | Proactive resource planning |
| Budgeting Framework | No structure | Strategic framework established | Confident expansion decisions |
| Transformation Timeline | Months of uncertainty | 90 days to complete overhaul | $8M revenue now supported |
Savant's story highlights a common challenge: growing companies often can't afford a full-time CFO, yet they can't afford not to have financial leadership. Sobo bridges this gap by embedding a fractional CFO backed by AI insights, giving companies like Savant the clarity, confidence, and scalability needed to turn financial uncertainty into a foundation for sustainable growth.
Ready to Transform Your Business?
See how Sobo can help you achieve similar results
Get your free AI insights and $1,000 credit to match with your expert
Sobo Assistant
Ask me anything about Sobo
👋 Hi! I'm here to help.
Ask me about Sobo's services, pricing, or how fractional consulting works.