Marketing case studies
from fractional CFO firms.
What was broken. What we built. What changed.
We judge our work by the business it helped build. Each engagement is told the same way: the situation, the infrastructure we installed, and the outcome that mattered.
Mohamed founded Crown Acquisition Group in 2023, and we started working together in April 2025. He had a GoDaddy website and early branding from the firm's first months, but the market he was going after required a sharper positioning, polished collateral, and a system to generate referrals and close his first clients.
- Brand refresh & sales collateral
- Website rebuild & service pages
- LinkedIn content & outreach campaigns
- Referral partnership strategy
- Client portal & reporting automations
Crown now has a full marketing operation running across content, outreach, events, and partnerships. We serve as fractional marketing director, supporting strategy, operations, AI implementation, and the growing team.
"Working with Eduardo gave us clarity on who our ideal client is and how to talk to them. He built our positioning, our CRM, and the outreach behind it. He thinks like a strategist, not a vendor, and at this point he's part of our team."
Mohamed Hachicha · Founder & CEO, Crown Acquisition Group
Luke was launching Luke Frye & Co. to help accounting firms with $1M+ in revenue scale their sales and operations. His track record was strong (first accountant at Bench.co as it grew from 0 to 3,000 clients, first AE to break $40K MRR in a month at Pilot.com, and his own practice bootstrapped to $500K ARR), but none of it was written down anywhere a prospect could find it. No brand, no website, and no system to stay visible between events.
- Brand & website
- Weekly newsletter on HubSpot
- Brand system his AI agents can use
- Event & webinar support
- Firm strategy & advisory
Luke now has a brand and website that put his track record in front of accounting firm owners, a weekly newsletter on a consistent cadence, and a brand system his AI agents follow to build resources that promote the firm. Luke runs a solo practice, and we work as his marketing partner: the overall strategy of the firm and what it should do next, plus event and webinar promotion.
"I travel constantly for speaking and advisory work, so I needed someone who could keep the marketing running without me babysitting it. Eduardo built my brand, my website, and a newsletter that runs around my schedule. I finally have a presence that works between events, not just during them."
Luke Frye · CPA & Consultant, Luke Frye & Co.
Laurent had been serving early-stage startups as L90S and decided to narrow his focus to the gaming industry. The existing brand and website were built for a different market. He needed a new name, a new identity, and positioning that matched the direction he was taking.
- Firm naming & rebrand
- Website & positioning
- LinkedIn optimization
- Content system (personal & business brand)
- Competitive audit
Laurent launched Pixel CFO with a cohesive brand, a website that speaks directly to gaming founders, and a LinkedIn presence that reflects the new positioning. A full transformation from L90S to a focused, credible practice from day one.
"I'm so glad I decided to partner with Eduardo on my marketing efforts. He's very knowledgeable, easy to work with, and very creative. He listened carefully to my needs and tailored a structured marketing plan to reshape my personal brand and the brand of my company. To all fractional CFOs out there, he's your guy."
Laurent Saurel · Fractional CFO, Pixel CFO
Rush already had a website and branding in place. What he needed was the growth engine on top: LinkedIn visibility, a content cadence, outreach systems, and tools to keep his network engaged between webinars and convert attention into conversations.
- Competitive audit & positioning
- LinkedIn content & outreach
- Newsletter setup & maintenance
- Interactive business valuation tool
- Engagement signal systems
The business valuation tool is now helping close clients directly. Signal systems surface who to contact and what to comment on, keeping top partners and industry leaders top of mind. The newsletter and content engine do the steady follow-up between webinars.
"I started working with Eduardo in 2024. He helped me build clarity around my ideal clients, and since then he's been my partner on LinkedIn strategy, outreach, and visuals, and he helps me run my newsletter. Any marketing question I have, any technical problem, he's my guy."
Rush Shah · Fractional CFO, Modern CFO
AJ was launching his operations consulting firm for accounting practices. He knew exactly what he wanted to offer, but the brand side was a blank slate. He needed a system he could own and run with, without depending on a designer for every asset.
- Clarity interview
- Brand system & design tokens
- Website
- Offer & value proposition
AJ now creates his own on-brand assets independently using code agents and the brand system we built. From one hour of his time plus a few async reviews, he got a complete identity he can extend on his own. See what he made.
"I came to Eduardo with a ChatGPT logo and zero branding. He turned that into a real brand, a website, and a clear value proposition, all from one hour of my time plus a few async reviews. I didn't have to think about it or manage it. He just handled it. Seriously impressed."
AJ Zepeda · Operations Consultant, AJ The Accountant
And more. Fractional CFOs and advisors we've helped with LinkedIn profile rebuilds, website revamps, ads, and practice launches.
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