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JR Gonzales CPA, PLLCStrategic Finance & Advisory

Example Demos

See the work behind the decisions.

These demonstrations use invented companies and synthetic figures to illustrate the format and the reasoning, not results achieved for a client.

One-page monthly management briefing for a fictional company: a plain-language takeaway, five status-coded metric tiles, a revenue line against plan and prior year, and a gross-profit bridge.

Monthly briefing for a dental platform

A monthly management briefing: what happened, what it cost, and the one action for next month.

Fictional dental platform. Synthetic figures; demonstration only.

Cleanup summary for a fictional outdoor services company: four headline figures including a 44.5 percent gross margin and $48,136 of net income, three short findings, and a recommended next step.

Financial cleanup for an outdoor services business

Cleanup turned a reported $7.9K loss into $48.1K of profit and a visible 44.5% margin.

Fictional outdoor services business. Synthetic figures; demonstration only.

One-page decision brief for a fictional company on bringing a planned hire forward: three headline figures, an investment-and-return table, a chart showing when the cash benefit overtakes the outlay, a stated downside, and a conditioned recommendation.

Hiring decision for a software business

A hiring decision priced out: revenue, EBITDA and cash under an earlier start, downside included.

Fictional software business, separate from the dental platform above. Synthetic figures; demonstration only.

Cash-timing chart for a fictional youth sports operator: cash collected spikes far above revenue earned in November, with a note that the business is holding $136,263 for services not yet delivered.

Cash timing for a youth sports operator

November holds $136K of families' money. Cleaned books show exactly how much, and when.

Fictional youth sports companies. Synthetic figures; demonstration only.

JR Gonzales CPA, PLLCStrategic Finance & Advisory
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