Case Studies

Case Studies

Case Studies

Hospitality & Tourism

When the process needs to keep up with the property

Social Grounds Hospitality Group was managing a newly opened boutique hotel on Rottnest Island with a lean team, multiple new systems and a complex month end process. The back-office hadn't kept pace with the operation.

Metric came in to fix the process, build the governance and level up the reporting - then stayed on to support the team through its first full operating year and FY27 budget.

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Month end process - streamlined

Cloud checklist, Tanda/MEWS automation, Restoke sense checks

Operational governance implemented

End-to-end process maps, compliance and risk documentation

Board reporting - levelled up

Future-state board report designed and transitioned

FY27 budget built

3-way model, departmental input sheets and budget presentation

Ongoing fractional CFO support

Monthly support layer alongside Sascha and GD

Finance Function
Month End Process
Board Reporting
FY27 Budget
Fractional CFO

Metals & Mining

The finance function that keeps a listed company moving

Before engaging Metric, EMH needed a steady finance function they could rely on as they progressed development milestones. Metric stepped in as financial controller - owning the numbers inside a lean listed company.

That hands-on ASX experience is what Metric brings to every listed client today.

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Embedded financial controller

Full finance function ownership from inside a lean listed team

Quarterly 5B and ASX compliance

Compliance calendar managed end to end while the business scaled

Board reporting

Clear, timely and regular financial reporting for directors and managements

Tax compliance - AU and UK

Australian and UK tax obligations coordinated across jurisdictions

Foreign subsidiary reporting

UK subsidiary financials managed in parallel with the ASX parent

Cash flow forecasting

Rolling cash model giving management and board visibility over funding runway

ASX compliance
Financial controller
Board reporting
Tax coordination
Cash flow forecasting

Electrical, HVAC & Refrigeration

From strong business to sharper numbers

Direct Connect had built a growing electrical and HVAC business on the back of genuine operational strength. As growth continued, the leadership team wanted financial tools and reporting to match - more visibility, better forecasting, and a senior finance partner to help them plan the next stage with confidence.

Metric restructured Xero, built weekly dashboards and implemented Fathom - giving the team a live view of performance every week and the forward-looking insight to make better decisions.

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Xero restructured by department

Gross and net profit visible by business unit, aligned to how the business operates

Weekly performance dashboards

Sales vs target, uninvoiced jobs and WIP tracked in real time

Budgeting and forecasting via Fathom

Forward-looking visibility over revenue, margin and cash flow

Fractional CFO support

Senior finance partner on the decisions shaping the next stage of growth

Clarity - reporting
Fractional CFO
Fathom
KPI dashboards
Xero restructure

Biotechnology - Aquaculture

Building the numbers that attract capital

SeaStock's founders knew the commercial opportunity was significant. What they needed was a finance partner who could build the systems, reporting and models to prove it to investors - without the cost of a full in-house team.

Metric came in at inception and has stayed alongside them ever since - from cleaning up the back-office through to board packs and grant support.

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Finance back-office built from scratch

Xero, EzzyBills, BAS, payroll - all running cleanly from day one

Financial model and driver framework

Built on lab-scale assumptions to surface key value drivers

Investor-ready board reporting

Monthly pack, cash flow visibility and capital-raising support

Non-dilutive grant funding secured

Extended runway without giving up equity

Foundations
Clarity - reporting
Fractional CFO
Grant support

Alcoholic beverages - Consumer FMCG - SME

Clean books, clean numbers, more time

South Beach Aperitivo built WA's first Aperitivo brand in five years. But the systems hadn't kept up — month-end was manual, reporting didn't reflect how the business actually sold, and excise tax was a time-consuming headache every month.

Metric came in, systemised the back-office and built reporting that gave the founders a real view of performance — so they could spend less time in spreadsheets and more time growing the brand.

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AP and AR systemised

Dext and Paidnice automating invoice processing and debtor follow-up

Sell-in vs sell-out reporting solved

Consolidated dataset capturing rate of sale and SKU performance at account level

Variance reporting against budget

Financial and operational drivers — not just the numbers, but what's behind them

Excise tax automated

Monthly litres-sold calculation automated — month-end made materially faster

Foundations
Clarity - reporting
Excise compliance
Budgeting

It's time to raise the bar for your finance function

Level 1, 337 Rokeby Road, Subiaco 6008

Tim Macpherson

+61 458 297 794

NAVIGATION

FIND US ON

© 2025 Metric. All Rights Reserved.

It's time to raise the bar for your finance function

Level 1, 337 Rokeby Road, Subiaco 6008

Tim Macpherson

+61 458 297 794

NAVIGATION

FIND US ON

© 2025 Metric. All Rights Reserved.

It's time to raise the bar for your finance function

Level 1, 337 Rokeby Road, Subiaco 6008

Tim Macpherson +61 458 297 794

NAVIGATION

FIND US ON

© 2025 Metric. All Rights Reserved.