The Success Stories of Our Partners

From Vision to Proven Performance

Real Results From Real Business Owners

A Glimpse of What’s Possible

There's a version of this page that leads with statistics and sweeping claims. This isn't that page.


What follows are stories from business owners who came to KPI Solutions Inc. at different stages and for different reasons. Some were in genuine crisis. Some had plateaued and couldn't figure out why. Some were simply tired of making important decisions without the financial clarity they needed. What they share is that the right advisory relationship made a measurable difference in how their businesses operate and where they're headed.


We also speak the language of contractors. From WIP reporting to Job Costing, we help the names you know, like Fagundes and Habeshian, stay profitable and sustainable.


These stories are told in their own words. We think that's the most honest way to show you what working with KPI Solutions actually looks like.



Startup Strategy

This trio shares how KPI Solutions provided the financial framework to move from a concept to a thriving brand. By implementing Patrick’s operational systems, they achieved rapid market entry and sustainable sales growth in under a year.

Executive Clarity

Kathleen Ryder discusses the value of having a "Reliable Ally." Through strategic advisory, she gained the clarity needed to lead her team with confidence, moving away from day-to-day guesswork and into data-driven executive leadership.

Executive Clarity

Kathleen discusses the value of having a "Reliable Ally." Through strategic advisory, she gained the clarity needed to lead her team with confidence, moving away from day-to-day guesswork and into data-driven executive leadership.

Operational Scale

Bob LaFleur details the transformation of his company’s financial infrastructure. KPI’s fractional CFO oversight stabilized his cash flow, allowing him to handle high-growth cycles and project scaling without the usual operational stress.

Strategic Tax & ROI

Paul Trischitta  focuses on the 50/50 split of tax and advisory. KPI Solutions identified strategic tax savings that were immediately reinvested into the firm, proving that expert financial oversight is a self-funding investment for growth.

Strategic Tax & ROI

Paul focuses on the 50/50 split of tax and advisory. KPI Solutions identified strategic tax savings that were immediately reinvested into the firm, proving that expert financial oversight is a self-funding investment for growth.

Escaping Crisis

Clay Lennartz shares his journey of moving from "running by the seat of his pants" to proactive management. By documenting processes and tracking KPIs, he transitioned from a reactive crisis mode to a predictable, profitable business model.

Construction Mastery

Al Fagundes (Fagundes Plumbing & Heating) is a staple of our construction pillar. Patrick’s specialized WIP reporting and job costing helped Al master his margins and scale one of the region's most respected service firms.

Construction Mastery

Al Fagundes (Fagundes Plumbing & Heating) is a staple of our construction pillar. Patrick’s specialized WIP reporting and job costing helped Al master his margins and scale one of the region's most respected service firms.

Financial Stability

Bob Wysol discusses the peace of mind that comes with accurate financial reporting. With KPI’s guidance, he moved from financial uncertainty to a clear understanding of his bottom line, allowing for smarter, safer business expansion.

Operational Foresight

Ron Habeshian Jr. highlights the power of the 13-week cash flow model. By predicting financial shifts before they happened, he was able to navigate industry fluctuations with total confidence and maintained a world-class competitive edge.

Operational Foresight


Rob highlights the power of the 13-week cash flow model. By predicting financial shifts before they happened, he was able to navigate industry fluctuations with total confidence and maintained a world-class competitive edge.

Strategic Partnerships

Ken Sparrow explains why a "reachable" advisor makes all the difference. Having Patrick as a dedicated partner allowed him to navigate complex business decisions with a friendly, professional expert just a phone call away.

Systems for Profit

Fred Moscaritolo shares how implementing disciplined accounting systems transformed his profitability. By professionalizing the back office, he turned a complex operation into a streamlined asset with long-term legacy value.

Systems for Profit

Fred shares how implementing disciplined accounting systems transformed his profitability. By professionalizing the back office, he turned a complex operation into a streamlined asset with long-term legacy value.

Legacy & Value

John Finegan focuses on the "big picture." KPI Solutions helped him build a business that wasn't just a job, but a valuable asset. This story is a testament to the power of long-term strategic planning and wealth preservation.

The Ken Sparrow Deep-Dive

 In this focused interview, Ken Sparrow dives deep into the day-to-day benefits of fractional CFO oversight. He highlights the specific tools and mental shifts that allowed him to scale his business while maintaining financial peace. 

The Ken Sparrow Deep-Dive

 In this focused interview, Ken Sparrow dives deep into the day-to-day benefits of fractional CFO oversight. He highlights the specific tools and mental shifts that allowed him to scale his business while maintaining financial peace. 

The Mastermind Group

A powerful collective of industry leaders discussing the impact of executive-level advisory. This video showcases how top Massachusetts contractors use KPI Solutions to dominate their respective markets.

Strategic Growth Panel

Our most comprehensive case study. Seven elite business owners share how they collectively moved from crisis to peak performance using Patrick’s "Reliable Ally" methodology. A masterclass in trade profitability. 

Strategic Growth Panel


Our most comprehensive case study. Seven elite business owners share how they collectively moved from crisis to peak performance using Patrick’s "Reliable Ally" methodology. A masterclass in trade profitability. 

Your Story Could Be Next


The business owners in these videos came to KPI Solutions at different points and with different challenges. What they found was a financial partner who took their situation seriously, communicated clearly, and stayed engaged long enough to see the results through.


If any of these stories sound familiar, whether you're navigating uncertainty, trying to break through a plateau, or simply looking for financial guidance that goes deeper than annual compliance, we'd welcome the conversation.


KPI Solutions Inc. has been working with small business owners across Chelmsford, Middlesex County, and the Merrimack Valley for more than 20 years. We know this region, we know these industries, and we know what it takes to build a business that performs with consistency and confidence.

Contact us today to schedule your consultation and find out what a more strategic financial relationship could mean for your business.


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