CASE STUDY

Bookkeeping & Forecasting Support

CLIENT OVERVIEW

Grayson

Vel Air Brokerage

CLIENT OVERVIEW

PROJECT TYPE

Bookkeeping and Admin Support

Bookkeeping and Admin Support

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THE CHALLENGE

01

PROBLEM STATEMENT

Grayson needed ongoing support with bookkeeping, financial organization, and forward-looking forecasting to better manage and scale his brokerage operations.

Grayson needed ongoing support with bookkeeping, financial organization, and forward-looking forecasting to better manage and scale his brokerage operations.

TALENT HIRED

02

TALENT PROFILE

Harvard MBA Student

Harvard MBA

Morgan Stanley

Private Credit

Private Equity

SOLUTION & OUTCOME

03

AFTER DEAL JUNKIE

The engagement provided clean financial visibility and a forward-looking framework to run the business more effectively.

The engagement provided clean financial visibility and a forward-looking framework to run the business more effectively.

KEY RESULTS

Clean financial visibility and a forward-looking forecasting framework — enabling sharper, data-driven operational decisions.
Clean financial visibility and a forward-looking forecasting framework — enabling sharper, data-driven operational decisions.

Finding someone this sharp and reliable for ongoing financial work would have been extremely difficult without Deal Junkie. We’re getting institutional-quality thinking applied to a small business at a very reasonable cost. It’s been a huge value add so far.

Grayson

Grayson

Vel Air Brokerage

Vel Air Brokerage

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