Case Studies
Prepared by Legitimetrics | VIP CFO + Strategic Operator Plan
Client Overview
Palm Stay Retreat, launched by Alicia James in Tampa, FL, is a short-term rental business that began with a single 2BR/1BA Airbnb unit. Our partnership began in March 2024 to provide end-to-end financial and strategic guidance through our VIP CFO plan.
- Goal: $3,000+ Net Profit Monthly
- Target: 75–80 % Occupancy
- Expansion: Acquire Luxury 3BR Unit in Q4
- Formalize Business (LLC, EIN, Bank)
- Prepare for $30 K business loan by Q3
Q1 Financial Audit Summary
After building a 13-month model and analyzing Jan–Mar financials, we uncovered key opportunities and risks.
| Metric | Q1 2024 |
|---|---|
| Total Revenue | $9,890 |
| COGS | $5,551 |
| Overhead | $5,925 |
| Net Profit | − $1,586 |
| Gross Margin | 43.6 % |
| Operating Margin | − 16.3 % |
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Pricing & LTV Optimization
We added an $85 cleaning fee, built a seasonal pricing matrix, and forecasted LTV per repeat guest.
- Avg Booking: $450
- LTV (20 % repeat rate): $1,080
- Weekend & Event Rates activated
Strategic Plan & Milestones
Our annual roadmap aligns quarterly goals with financial KPIs and operational readiness.
| Quarter | Milestone |
|---|---|
| Q2 | Formalize business, finalize pricing SOPs |
| Q3 | Hire VA, apply for $30 K loan |
| Q4 | Acquire second unit + build second revenue stream |
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Results by End of Q2
- Improved booking profitability by 25 %
- Clean, lender-ready financial reports
- Full 13-month cash-flow forecast with scenario planning
- Google Sites- Based client dashboard & SOPs
Deliverables Included
- Monthly Forecast + KPI Dashboard
- Pricing Strategy & Margin Models
- Quarterly Deep-Dive Audits
- Strategic Plan (Slide Deck + PDF)
- Lender-Grade Financial Packet
Want Results Like These?
Book a free strategy consultation or explore our CFO templates and planning tools to take your Airbnb business to the next level.