{"id":15,"date":"2026-08-06T21:32:29","date_gmt":"2026-08-06T21:32:29","guid":{"rendered":"https:\/\/demos.canvaswp.com\/finance\/case-studies\/"},"modified":"2026-08-31T22:57:47","modified_gmt":"2026-08-31T22:57:47","slug":"case-studies","status":"publish","type":"page","link":"https:\/\/demos.canvaswp.com\/finance\/case-studies\/","title":{"rendered":"Case Studies"},"content":{"rendered":"<div class=\"container my-5\"><div class=\"heading-block mw-xs mx-auto text-center mb-6\"><h5 class=\"font-body text-uppercase ls-2 color-2\">Selected work<\/h5><h3 class=\"color text-transform-none ls-0\">How the advice played out in practice.<\/h3><\/div><div id=\"portfolio\" class=\"portfolio row grid-container gutter-30\">\n\t<article class=\"portfolio-item col-lg-4 col-md-6 pf-accountants-experts post-37 canvas_portfolio type-canvas_portfolio status-publish has-post-thumbnail hentry canvas_portfolio_category-accountants-experts\">\n\t<div class=\"grid-inner\">\n\t\t<div class=\"portfolio-image\">\n\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/payroll-and-books-back-on-a-rhythm\/\">\n\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/11.jpg\" class=\"attachment-large size-large wp-post-image\" alt=\"Two colleagues working at a shared desk\" loading=\"eager\" srcset=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/11.jpg 600w, https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/11-300x200.jpg 300w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/>\t\t\t<\/a>\n\t\t\t<div class=\"bg-overlay\">\n\t\t\t\t<div class=\"bg-overlay-content dark\" data-hover-animate=\"fadeIn\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/11.jpg\" class=\"overlay-trigger-icon bg-light text-dark\" data-hover-animate=\"fadeInDownSmall\" data-hover-animate-out=\"fadeOutUpSmall\" data-hover-speed=\"350\" data-lightbox=\"image\"><i class=\"uil uil-plus\"><\/i><\/a>\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/payroll-and-books-back-on-a-rhythm\/\" class=\"overlay-trigger-icon bg-light text-dark\" data-hover-animate=\"fadeInDownSmall\" data-hover-animate-out=\"fadeOutUpSmall\" data-hover-speed=\"350\"><i class=\"uil uil-ellipsis-h\"><\/i><\/a>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"bg-overlay-bg dark\" data-hover-animate=\"fadeIn\"><\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t<div class=\"portfolio-desc\">\n\t\t\t<h3><a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/payroll-and-books-back-on-a-rhythm\/\">Payroll and books back on a rhythm<\/a><\/h3>\n\t\t\t\t\t\t\t<span><a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio-category\/accountants-experts\/\">Accountants Experts<\/a><\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n<\/article>\n<article class=\"portfolio-item col-lg-4 col-md-6 pf-financial-services post-36 canvas_portfolio type-canvas_portfolio status-publish has-post-thumbnail hentry canvas_portfolio_category-financial-services\">\n\t<div class=\"grid-inner\">\n\t\t<div class=\"portfolio-image\">\n\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/a-household-plan-that-survived-a-move\/\">\n\t\t\t\t<img decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/10.jpg\" class=\"attachment-large size-large wp-post-image\" alt=\"Two people talking over a laptop\" loading=\"eager\" srcset=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/10.jpg 600w, https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/10-300x200.jpg 300w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/>\t\t\t<\/a>\n\t\t\t<div class=\"bg-overlay\">\n\t\t\t\t<div class=\"bg-overlay-content dark\" data-hover-animate=\"fadeIn\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/10.jpg\" class=\"overlay-trigger-icon bg-light text-dark\" data-hover-animate=\"fadeInDownSmall\" data-hover-animate-out=\"fadeOutUpSmall\" data-hover-speed=\"350\" data-lightbox=\"image\"><i class=\"uil uil-plus\"><\/i><\/a>\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/a-household-plan-that-survived-a-move\/\" class=\"overlay-trigger-icon bg-light text-dark\" data-hover-animate=\"fadeInDownSmall\" data-hover-animate-out=\"fadeOutUpSmall\" data-hover-speed=\"350\"><i class=\"uil uil-ellipsis-h\"><\/i><\/a>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"bg-overlay-bg dark\" data-hover-animate=\"fadeIn\"><\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t<div class=\"portfolio-desc\">\n\t\t\t<h3><a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/a-household-plan-that-survived-a-move\/\">A household plan that survived a move<\/a><\/h3>\n\t\t\t\t\t\t\t<span><a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio-category\/financial-services\/\">Financial Services<\/a><\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n<\/article>\n<article class=\"portfolio-item col-lg-4 col-md-6 pf-international-markets post-35 canvas_portfolio type-canvas_portfolio status-publish has-post-thumbnail hentry canvas_portfolio_category-international-markets\">\n\t<div class=\"grid-inner\">\n\t\t<div class=\"portfolio-image\">\n\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/one-view-across-four-currencies\/\">\n\t\t\t\t<img decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/8.jpg\" class=\"attachment-large size-large wp-post-image\" alt=\"A presentation to a seated team\" loading=\"eager\" srcset=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/8.jpg 600w, https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/8-300x200.jpg 300w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/>\t\t\t<\/a>\n\t\t\t<div class=\"bg-overlay\">\n\t\t\t\t<div class=\"bg-overlay-content dark\" data-hover-animate=\"fadeIn\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/8.jpg\" class=\"overlay-trigger-icon bg-light text-dark\" data-hover-animate=\"fadeInDownSmall\" data-hover-animate-out=\"fadeOutUpSmall\" data-hover-speed=\"350\" data-lightbox=\"image\"><i class=\"uil uil-plus\"><\/i><\/a>\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/one-view-across-four-currencies\/\" class=\"overlay-trigger-icon bg-light text-dark\" data-hover-animate=\"fadeInDownSmall\" data-hover-animate-out=\"fadeOutUpSmall\" data-hover-speed=\"350\"><i class=\"uil uil-ellipsis-h\"><\/i><\/a>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"bg-overlay-bg dark\" data-hover-animate=\"fadeIn\"><\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t<div class=\"portfolio-desc\">\n\t\t\t<h3><a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/one-view-across-four-currencies\/\">One view across four currencies<\/a><\/h3>\n\t\t\t\t\t\t\t<span><a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio-category\/international-markets\/\">International Markets<\/a><\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n<\/article>\n<article class=\"portfolio-item col-lg-4 col-md-6 pf-audit-taxes post-34 canvas_portfolio type-canvas_portfolio status-publish has-post-thumbnail hentry canvas_portfolio_category-audit-taxes\">\n\t<div class=\"grid-inner\">\n\t\t<div class=\"portfolio-image\">\n\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/a-first-audit-without-the-fire-drill\/\">\n\t\t\t\t<img decoding=\"async\" width=\"600\" height=\"398\" src=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/12.jpg\" class=\"attachment-large size-large wp-post-image\" alt=\"A meeting in a glass-walled boardroom\" loading=\"eager\" srcset=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/12.jpg 600w, https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/12-300x199.jpg 300w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/>\t\t\t<\/a>\n\t\t\t<div class=\"bg-overlay\">\n\t\t\t\t<div class=\"bg-overlay-content dark\" data-hover-animate=\"fadeIn\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/12.jpg\" class=\"overlay-trigger-icon bg-light text-dark\" data-hover-animate=\"fadeInDownSmall\" data-hover-animate-out=\"fadeOutUpSmall\" data-hover-speed=\"350\" data-lightbox=\"image\"><i class=\"uil uil-plus\"><\/i><\/a>\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/a-first-audit-without-the-fire-drill\/\" class=\"overlay-trigger-icon bg-light text-dark\" data-hover-animate=\"fadeInDownSmall\" data-hover-animate-out=\"fadeOutUpSmall\" data-hover-speed=\"350\"><i class=\"uil uil-ellipsis-h\"><\/i><\/a>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"bg-overlay-bg dark\" data-hover-animate=\"fadeIn\"><\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t<div class=\"portfolio-desc\">\n\t\t\t<h3><a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/a-first-audit-without-the-fire-drill\/\">A first audit without the fire drill<\/a><\/h3>\n\t\t\t\t\t\t\t<span><a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio-category\/audit-taxes\/\">Audit &amp; Taxes<\/a><\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n<\/article>\n<article class=\"portfolio-item col-lg-4 col-md-6 pf-business-planning post-33 canvas_portfolio type-canvas_portfolio status-publish has-post-thumbnail hentry canvas_portfolio_category-business-planning\">\n\t<div class=\"grid-inner\">\n\t\t<div class=\"portfolio-image\">\n\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/runway-extended-for-a-growing-agency\/\">\n\t\t\t\t<img decoding=\"async\" width=\"600\" height=\"394\" src=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/9.jpg\" class=\"attachment-large size-large wp-post-image\" alt=\"A team working together around a long table\" loading=\"eager\" srcset=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/9.jpg 600w, https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/9-300x197.jpg 300w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/>\t\t\t<\/a>\n\t\t\t<div class=\"bg-overlay\">\n\t\t\t\t<div class=\"bg-overlay-content dark\" data-hover-animate=\"fadeIn\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/wp-content\/uploads\/sites\/24\/2026\/08\/9.jpg\" class=\"overlay-trigger-icon bg-light text-dark\" data-hover-animate=\"fadeInDownSmall\" data-hover-animate-out=\"fadeOutUpSmall\" data-hover-speed=\"350\" data-lightbox=\"image\"><i class=\"uil uil-plus\"><\/i><\/a>\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/runway-extended-for-a-growing-agency\/\" class=\"overlay-trigger-icon bg-light text-dark\" data-hover-animate=\"fadeInDownSmall\" data-hover-animate-out=\"fadeOutUpSmall\" data-hover-speed=\"350\"><i class=\"uil uil-ellipsis-h\"><\/i><\/a>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"bg-overlay-bg dark\" data-hover-animate=\"fadeIn\"><\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t<div class=\"portfolio-desc\">\n\t\t\t<h3><a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio\/runway-extended-for-a-growing-agency\/\">Runway extended for a growing agency<\/a><\/h3>\n\t\t\t\t\t\t\t<span><a href=\"https:\/\/demos.canvaswp.com\/finance\/portfolio-category\/business-planning\/\">Business Planning<\/a><\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t<\/div>\n<\/article>\n<\/div>\n<\/div><div class=\"clear\"><\/div><div style=\"padding: 100px 0\" class=\"section dark bg-color\"><div class=\"container\"><div class=\"row justify-content-center text-center col-mb-50\"><div class=\"col-md-4\"><h3 class=\"display-3 fw-light mb-2 color-2\">13 weeks<\/h3><span class=\"text-white op-07\">Typical rolling cash horizon we build to<\/span><\/div><div class=\"col-md-4\"><h3 class=\"display-3 fw-light mb-2 color-2\">3 days<\/h3><span class=\"text-white op-07\">Month-end close after the process is settled<\/span><\/div><div class=\"col-md-4\"><h3 class=\"display-3 fw-light mb-2 color-2\">1 page<\/h3><span class=\"text-white op-07\">What the board actually reads each month<\/span><\/div><\/div><\/div><\/div><div style=\"background-color: #2646531b\" class=\"container mt-6 dotted-bg rounded-6\"><div class=\"row align-items-center justify-content-between p-5 p-md-6\"><div class=\"col mb-5 mb-lg-0\"><h5 class=\"font-body h5 mb-1 fw-medium color\">Recognise your own situation?<\/h5><h2 class=\"font-body h1 mb-0\">Let us look at the numbers.<\/h2><\/div><div class=\"col-auto\"><a class=\"btn px-3 py-2 px-md-5 py-md-3 btn-dark bg-color rounded-pill wp-block-canvas-core-header-button\" href=\"https:\/\/demos.canvaswp.com\/finance\/contact\/\"><i class=\"bi-calendar color-2 me-2 position-relative\" style=\"top: 1px\"><\/i>Book a Schedule<\/a><a class=\"btn px-3 py-2 px-md-5 py-md-3 bg-color-2 rounded-pill ms-2 wp-block-canvas-core-header-button\" href=\"https:\/\/demos.canvaswp.com\/finance\/pricing\/\"><i class=\"bi-tags color me-2 position-relative\" style=\"top: 1px\"><\/i>See Plans<\/a><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>How we have helped founders, families and finance teams put their money to work.<\/p>\n","protected":false},"author":1,"featured_media":58,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-canvas","meta":{"footnotes":""},"class_list":["post-15","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages\/15","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/comments?post=15"}],"version-history":[{"count":0,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/pages\/15\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/media\/58"}],"wp:attachment":[{"href":"https:\/\/demos.canvaswp.com\/finance\/wp-json\/wp\/v2\/media?parent=15"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}