Case Study:
First Call Mechanical: CFO-Level Leadership for a $400M Target
Overview
We provided strategic project enablement for First Call Mechanical, a leading commercial HVAC company scaling rapidly with a target of $400M in revenue following 22+ acquisitions over 3 years.
The Challenge
As the company aggressively acquired 22+ new entities, their financial operations struggled to keep pace. They needed to reduce their reliance on the founders by establishing streamlined books, reliable month-end closes, and 100% accurate P&L and Balance Sheet reconciliations.
Our Approach
We stepped in to overhaul their financial infrastructure, starting with a comprehensive cleanup of their books. We established an efficient consolidation process across all 22+ acquired entities, ensuring reliable month-end reporting. This allowed us to deliver decision-ready financials directly to management while preparing the data for institutional scrutiny.
Business Impact
Outpost gave us CFO-level financial leadership at a fraction of the cost. Their team transformed our financial operations and helped us become investor-ready"
First Call Mechanical Leadership
