A corporate travel agency brought on BModelr as fractional CFO in July 2025. What began as financial cleanup became a live, driver-based view of the business — one that priced a fee schedule, absorbed the loss of the firm's largest account, and launched a new division that runs inside the loop from day one.
From the engagement mailbox, July 2025 – July 2026. A weekly owner-level operating cadence ran throughout.
Baseline. Six years of financials rebuilt into a working driver view of the business. Client-level profitability visible for the first time; one unprofitable account exited within 60 days.
Discipline. Quarterly account analyses, industry benchmarking, restructured fees, a formal valuation, cloud accounting migration, and a signed 2026 budget.
FP&A+ goes live. Daily inputs and weekly reporting brought the live driver view online — the interactive picture of the business taking shape.
Stress test. The largest account announced its exit. The drivers were already mapped — the transition was priced in days: fee schedules, ticket inventory, final billing — negotiated from numbers, not fear.
Redeploy. A leisure division launched from a 30-day roadmap — new back office, contractor agent economics, and the loop embedded from the outset.
The corporate business runs the FP&A+ cadence: client-level drivers — bookings, revenue per booking, agent effort — wired to their downstream financial effects and refreshed every cycle.
As one of the first FP&A+ clients, they've helped shape what the interactive view shows an owner: which measures matter, in what order, and what deserves a decision this month.
The leisure business opened with its drivers and targets already in the live view — process mapped, measures defined, performance visible from the first booking.
No retrofit. No archaeology. The operating rhythm and the system grew up together — which is exactly how the next engagement starts.
“For now, we keep grinding.”
The owner — written the day the firm's largest account contract ended, June 19, 2026Monthly correspondence. The peak — 377 emails in May 2026 — is the account transition and the leisure launch happening at once. This is what embedded looks like.
The Performance Loop — flat monthly fee, from $2,500. Every engagement starts by mapping how the money is really made.
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