Testimonial Hero isn’t your average marketing agency. They help 500+ B2B companies create video testimonials and case studies that build trust and close deals faster. But while they were crushing it on the marketing side, their finances needed some expert reorganization That’s where our story began.
“We cut our finance and accounting costs by 50% and got two to three times more value. I’ve worked with other vendors, and no one comes close to what Fuel offers.”
Sam Shepler
CEO at Testimonial Hero
Testimonial Hero came to Fuelfinance in 2024 with a problem every founder dreads: disorganized finances. They were using three different systems to run their financials: Airtable, QuickBooks, and HubSpot.
All their data? Spread out across these platforms. Every report? Manual. Accuracy? Well, let’s just say it needed improvement.
Plus, Sam (Testimonial Hero founder) wasn’t getting the proactive finance support he needed from his old vendor. He was paying for “okay” service, but as he says, “fine isn’t good enough” when you’re running a multimillion-dollar business.
Data from Airtable, QuickBooks, and HubSpot now flows automatically into one system with real-time reports, unit economics, and proactive CFO-level support.
First, we took all that data spread across Airtable, QuickBooks, and HubSpot and automated it. No more manual data entry. Everything flowed into one place, instantly.
Next, we built a real-time financial reporting system that actually made sense. Testimonial Hero now has up-to-date P&L statements, proper cash flow reports, and an accurate balance sheet. No more scrambling to figure out what’s going on.
Sam had no idea how much his customer acquisition was actually costing him. That’s a big deal. So we built out a custom dashboard that tracks all the key metrics like Customer Acquisition Cost (CAC) and Lifetime Value (LTV), giving Testimonial Hero real insights into their business.
This wasn’t just about automation. We assigned a dedicated financial manager to Testimonial Hero and gave Sam access to weekly CFO-level advice. We’re not just reporting numbers — we’re flagging trends, optimizing cash flow, and helping him stay ahead of the game.
Sam Shepler
CEO at Testimonial Hero
Finance ops run themselves, costs dropped, and Testimonial Hero finally trusts its numbers, making faster, smarter decisions with a go-to CFO partner.
Testimonial Hero cut their finance and accounting costs by 50%, while getting 2-3x more value than they did before. No more paying for mediocre service. Now they’ve got the real deal.
Fuelfinance automated everything — no more spreadsheets, no more manual data entry. Now, all their data flows seamlessly into real-time reports, giving them complete accuracy and saving countless hours.
Testimonial Hero’s financials are now solid. Their P&L statements and balance sheets are accurate, timely, and follow standard accounting procedures. With Fuelfinance, they have full confidence in their numbers, giving them a clear picture of their financial health.
With Fuelfinance’s weekly financial advice, Testimonial Hero gets proactive support that goes beyond just reports. From optimizing cash flow to cutting costs, Fuelfinance helped them save software subscriptions and double their interest income by maximizing idle cash.
