"we get one new client a month... but profit's been flat for a long time"
fractional CFO for agency founders that need to start running on real data instead of gut feeling and sleeping pills

"when I hit seven figures, it all came crashing down. it was unmanageable for one person"
everything's on you, and it's getting overwhelming
- you juggle sales calls, invoices, delivery... whatever's on fire that day
- everything's sitting in your head because you don't have a system
- it all lives in your head, because there's no system holding it up
work keeps rolling, you keep flying blind
- there's money in the bank, so you tell yourself you're fine
- your open a spreadsheet and your head starts to spin
- you can't say which clients are actually profitable, or where hours are going
scope creeps in with your every quote
- you lowballed it because it was supposed to be quick
- then you kept saying yes, and going down the rabbit hole
- now it's 2am the night before deadline, and asking yourself why
you don't need more time, you don't need another hire, you need to prioritize.
and for that, you need data
and that data already exists. it's buried in your email, in your project management tool, in your calendar and in the invoices you've been meaning to sort through all year.

been there, did this:
- I spent years working in agencies. from account management, to marketing, to people, to operations, to leadership
- only when i took over finance, all the dots connected. i cleaned up the data, found where the money was leaking, and started fixing
- we started pricing right. forecasting instead of guessing. knowing which clients to keep, which to let go. hiring out of need, not urgency
in only nine months
↓34%
delivery costs
↑25%
gross profit
↑15%
gross margin
what can the numbers help answer?
pricing & scope
- can we afford to give this client a discount?
- is it time to raise our prices, and by how much?
- am i good to give this quote to this lead?
growth & hiring
- can we afford to hire for this role right now?
- is this an really an investment or just an expense?
- which type of clients do we need to get more of?
planning & future
- how long can we hold without landing a new client?
- when are we going to hit our target profit?
- when can we actually start planning an exit?
will i be able to help you?
yes, if...
- you're $500k+ ARR and feeling the growing pains
- you can accept that real growth starts with delegation
- you're nervous to look at your numbers, but you know you have to
- you want a financial exec, not just a bookkeeper
no, if...
- you're pre-revenue or just getting started
- you just want someone to do your books, nothing more
- you're not ready to let go of micromanaging
- you don't think that finance is very important to your business
how can we work together?
project
Financial Assessment Package
A one-time deep dive into your operations, finances, and roadmap.
- Research interview meeting
- Operations audit
- Financial statements audit
- Financial Assessment Package meeting
- Insights, recommendations and roadmap
- BONUS: 30-min follow up meeting to answer your questions
$1,190
project
Financial Operations Package
Hands-on implementation to clean up your data and set up your reporting.
- Sets up the operations and reporting needed to get clean data
- Scope and duration (3–6 months) defined during the Financial Assessment Package
- Weekly stand-up meeting
- SOPs and documentation on the deliverables
- BONUS: two 30-min follow-up meetings to answer your questions
$1,990/mo(3–6 months)
ongoing
Fractional Financial Manager
Ongoing weekly and monthly support to help you make data-informed decisions.
- Weekly stand-up meeting: prep and analysis of ops KPIs & financial KPIs, tactical recommendations
- Monthly Financial debrief: analysis of your financial statements and strategic recommendations
- Slack or email support
- BONUS: Quarterly 2-hour planning meeting
starts at $2,190/mo
ongoing
Fractional Financial Officer
An exec at your table, full-service finance operations plus done-for-you bookkeeping.
- Everything in Manager
- Bookkeeping, done-for-you*
- Monthly Financial Package meeting: package prepared by me, with analysis, and strategic recommendations
- BONUS: Annual 2-hour planning meeting
- * Excludes tax compliance (no 1099s, no filings, no tax prep)
starts at $3,590/mo
“Setting ambitious goals, she not only met but exceeded expectations, playing a pivotal role in establishing the entire operations framework from scratch.”
