Machete Strengthens Financial Strategy and Forecasting With CFO Leadership

Machete Needed More Than Basic Accounting Support

Like many growing companies, Machete reached a stage where clean books and day-to-day accounting were no longer enough on their own. The business had momentum, but leadership needed more visibility into the financial side of the company and more confidence in planning ahead. Growth had created a need for stronger strategy, better forecasting, and financial insight that could support larger decisions.

Preferred CFO helped bridge that gap by bringing both bookkeeping support and higher-level, Fractional CFO guidance to the table. This gave Machete a more complete financial partner at a time when the company needed both accurate financial support and forward-looking strategy.

The Challenge

Machete experienced strong growth in 2022 and 2023, which created new demands on the financial side of the business. While accounting support was in place, leadership needed more strategic guidance to understand performance, plan ahead, and make decisions with greater confidence.

The company needed financial support that went beyond historical reporting. Leadership was looking for better forecasting, more clarity around the numbers, and a stronger financial lens to help guide the next stage of growth.

Key Financial Challenges

• Strong growth created the need for more strategic financial guidance.

• Leadership needed better forecasting and more forward-looking financial support.

• The company needed more visibility into the financial side of the business as it grew.

• Machete required support that extended beyond basic accounting functions.

The CFO Solution

Preferred CFO supported Machete with a combination of fractional CFO services and bookkeeping support. Through the engagement, Machete worked with Jason Lachance, whose guidance helped strengthen the company’s financial foundation while also giving leadership access to more strategic financial insight.

Rather than simply maintaining the books, Preferred CFO helped Machete move toward a more forward-looking financial model. The engagement gave leadership a stronger understanding of the numbers and a more strategic financial partner to help navigate growth.

Core CFO Solutions Implemented

• Fractional CFO leadership and strategic financial guidance

• Bookkeeping support to strengthen financial consistency and reporting

• Financial forecasting support to improve planning and visibility

• Ongoing financial insight to help leadership make more informed business decisions

The Preferred CFO Results

With Preferred CFO’s support, Machete gained a more strategic financial function without needing to immediately build a full in-house finance team. The partnership helped connect day-to-day financial support with higher-level financial planning, giving leadership a clearer view of the business and a stronger foundation for decision-making.

The result was a better balance between dependable accounting support and strategic financial leadership, giving Machete what the client described as the best of both worlds.

Key Successes & Results

1. Stronger financial visibility for leadership

2. Improved forecasting support and planning clarity

3. A more strategic financial partner during a period of growth

4. A combination of bookkeeping support and fractional CFO guidance tailored to the company’s needs

Looking Ahead

With stronger financial support in place, Machete is better positioned to move into its next phase with greater clarity and confidence. By pairing dependable financial execution with strategic CFO guidance, the company gained a stronger foundation for thoughtful, informed growth.

Comprehensive Case Study Summary

Machete partnered with Preferred CFO after reaching a stage of growth where basic accounting support was no longer enough. As the company continued expanding, leadership needed stronger financial strategy, better forecasting, and more insight to support future planning. Preferred CFO provided a combination of fractional CFO services and bookkeeping support, helping Machete improve financial visibility and gain a more strategic approach to decision-making. The result was a stronger financial foundation and a blend of reliable accounting support with executive-level financial guidance.

At a Glance

Client: Machete
Industry: Consumer Goods / Accessories / Ecommerce
Services Provided: Fractional CFO Services, Bookkeeping Support, Financial Forecasting, Strategic Financial Guidance
Primary Challenge: Growth created the need for more financial strategy, stronger forecasting, and better visibility for leadership
Outcome: Better financial clarity, improved planning support, and a stronger strategic financial foundation