In Need of a Finance Team

Taylor Welsh knew, when she took on the role of CEO for a 10-year old company, that she needed help from a financial standpoint. Walker Tracker lacked the financial metrics, business analytics and infrastructure needed for Taylor to manage and make sound business decisions. As a lean and growing organization, Taylor wanted to continue to put as many of her financial resources towards building product, not building an in-house financial team. Determined to move the company to a place where it could easily scale and position it for growth, she turned to PlusPoint for help.

“PlusPoint understood where we were coming from – they knew what we needed before we knew what we needed. They were extremely patient and taught us so much along the way. I hold incredible trust in their team and know I can lean and rely on them – you just don’t find trusted advisors like that very often these days.”

Taylor Welsh,
CEO, Walker Tracker

“The team at PlusPoint has been instrumental in the growth of my company. Their extensive experience and flexibility allow us to plug in an expert quickly, effectively, and with trust and confidence.”

A Lack of Visibility and Confidence in Data

Like many fast-growing companies, Walker Tracker was at a tipping point. Limited visibility into key data and performance metrics, such as margins, churn rates, and profitability, left them unable to make critical decisions with confidence. As a start, Taylor knew they needed to get the basics in place – identify the metrics needed to measure performance and determine the systems and processes they needed to support their efforts.

Putting a Plan in Motion

PlusPoint applied their IDEAL™ process to understand Walker Tracker’s goals, and then developed a plan of attack needed to put a solid financial foundation in place so that Walker Tracker could manage their business successfully, and be positioned to grow and scale with confidence.

Walker Tracker Triples Growth Rate

Understanding Walker Tracker’s goals positioned PlusPoint to partner with Taylor to implement the processes and tools needed to drive success. This included building pricing models, choosing and implementing systems to establish SaaS metrics, track data and manage contracts, creating processes and automation so they could grow and scale, and finally preparing and guiding them through a capital raise so they could achieve their growth plans. As a result, Walker Tracker was empowered with the information and infrastructure needed to triple their growth rate.

“When you can’t see the whole picture, you live in fear of making the wrong decision. PlusPoint helped us get to a place of clarity.”

In Need of a Finance Team

“The team at PlusPoint has been instrumental in the growth of my company. Their extensive experience and flexibility allow us to plug in an expert quickly, effectively, and with trust and confidence.”

A Lack of Visibility and Confidence in Data

Putting a Plan in Motion

Walker Tracker Triples Growth Rate

“I now feel empowered to take more calculated risks with where to invest in marketing and product development, or how aggressive we can be with hiring. “

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