Bonamark
From fragmented systems to one consolidated margin view.
The situation
Bonamark is a legal services firm specializing in global trademark registration, renewals, reporting, and portfolio management.
Despite strong revenue activity, management lacked clear financial visibility. Operations were spread across multiple systems (Zoho Books, Salesforce, Bench, Trello) and several legal entities, making it difficult to understand true margin by service and geography, partner payment obligations, recurring revenue and follow-up services, and short-term cash exposure.
Our approach
Establish a unified financial control system providing consolidated reporting across entities, real contribution margin visibility, partner payables and reserve control, structured dashboards, and budgeting discipline.
- 1Consolidated U.S. and Polish reporting into a unified management view with redesigned margin logic and service-level profitability tracking.
- 2Built a payables visibility system for tracking partner invoices, aging obligations, and cash reserve requirements.
- 3Standardized 1,000+ service combinations into core categories and introduced management dashboards with margin, geographic, and working capital indicators.
- 4Implemented budgeting discipline with Q1 planning and KPI tracking for revenue growth, margin improvement, and cash reserves.
Outcome
- Full visibility into contribution margins.
- +5 percentage point improvement in gross margin.
- Stronger control over partner payment obligations.
- Clearer pricing and profitability management.
- Readiness for scale and potential M&A activity.
Engagement timeline
Diagnose → Build → Deploy → OperateConsolidated U.S. and Polish reporting into a unified management view with redesigned margin logic and service-level profitability tracking.
Built a payables visibility system for tracking partner invoices, aging obligations, and cash reserve requirements.
Standardized 1,000+ service combinations into core categories and introduced management dashboards with margin, geographic, and working capital indicators.
Implemented budgeting discipline with Q1 planning and KPI tracking for revenue growth, margin improvement, and cash reserves.
Before & after
- Despite strong revenue activity, management lacked clear financial visibility.
- Operations were spread across multiple systems (Zoho Books, Salesforce, Bench, Trello) and several legal entities, making it difficult to understand true margin by service and geography, partner payment obligations, recurring revenue and follow-up services, and short-term cash exposure.
- Full visibility into contribution margins.
- +5 percentage point improvement in gross margin.
- Stronger control over partner payment obligations.
- Clearer pricing and profitability management.
Artifacts delivered
What the founder walked away withBonamark didn't lack revenue – it lacked financial visibility.
