Work we’ve done.
Results that matter.
A selection of client engagements — what the situation was, what we worked on, and what changed as a result. All details have been anonymized or generalized.
Note on confidentiality: Client identities and specific financial figures are not disclosed. The situations described below are representative of actual engagements. If you’d like to discuss a specific scenario relevant to your business, we’re happy to speak directly.
Chinese brand evaluating Amazon U.S. vs. direct-to-consumer entry
A manufacturer with established domestic sales wanted to test the U.S. market but had no existing relationships, no U.S. entity, and uncertainty about whether to sell through Amazon or build their own channel.
- Analyzed comparable category competitors on Amazon and DTC
- Mapped margin structures for each channel including fees and logistics costs
- Identified a phased approach: Amazon first to validate demand, DTC in year two
- Outlined the operational requirements for each path
Client launched on Amazon with a clear budget and timeline. Avoided building costly DTC infrastructure before demand was confirmed.
Early-stage software company setting up U.S. operations for the first time
A Chinese SaaS company had signed its first U.S. customer but had no legal entity, no way to receive USD payments, and no clear structure for billing or contracts.
- Coordinated Delaware LLC formation with legal counsel
- Set up U.S. business banking and Stripe for payment collection
- Established a cross-border transfer workflow for moving funds back
- Reviewed contract structure and invoicing setup
First U.S. invoice collected within six weeks of engagement start. Entity and banking structure set up with later tax reporting in mind.
Importer with growing volume but no visibility into actual margins
A client had been operating in the U.S. for 18 months with increasing revenue, but had no clear picture of actual profitability. Costs were tracked loosely, and cash flow was frequently unpredictable.
- Built a cost tracking framework covering freight, duties, storage, and platform fees
- Established margin analysis by product category
- Set up a rolling 8-week cash flow projection
- Created a monthly reporting structure used for operational decisions
- Identified two product lines with negative real margins after full cost allocation
Client discontinued two unprofitable SKUs and reallocated inventory budget to higher-margin products. Monthly reporting now used in regular business reviews.
Established importer preparing for a second round of growth investment
A client approaching their second year in the U.S. needed to present financial performance to a potential investor. Their existing records were incomplete and not structured for external review.
- Reconstructed 12 months of categorized expense records
- Built a clean P&L summary by channel and product line
- Prepared a cash flow summary for the review period
- Identified and documented key cost drivers and margin assumptions
- Coordinated handoff to a CPA for formal financial statement preparation
Investment review proceeded on schedule. Client now has an ongoing financial reporting structure that didn’t exist before the engagement.
A situation like
one of these?
We’re happy to discuss your specific context in an initial consultation — at no charge. Tell us where you are in the process and we’ll give you an honest view of what’s involved.