Beyond outsourced CFO expertise, we’re your partner in scaling profitably. For agencies and consulting firms, that means turning unpredictable cash flow, unclear margins, and growth chaos into a clear financial strategy you can trust.
Our pricing is simple and transparent — no bloated retainers, no guesswork. You get executive-level financial leadership without the $250K+ salary, delivered through a proven process that gives you the answers you need, when you need them. Say goodbye to generic bookkeeping advice or disconnected part-time consultants. We’re built for agencies and consulting firms ready to grow with clarity and confidence.
Choose the right plan for your business
Just want an hourly consultation?
Choose the right plan for your business
Core CFO
Strategic CFO
Financial Blueprint Sprint
$3,100/month
$5,500/month
$8,500
One-Time Fee
Affordable executive-level support for agencies and consultants who want expert answers, structured planning, and reliable reporting without the $250K+ overhead of a full-time CFO.
For firms who want more than reporting — they want a CFO partner deeply involved in guiding strategy, growth, and profitability.
One-time deep dive. Get an actionable road map on how to address every level of your agency or consulting firm.
What is it?
Core CFO is your foundation for financial clarity. You’ll get clean reporting, forward-looking planning, and direct access to a CFO who can answer your questions whenever you need clarity.
No more wondering if you can afford that new hire, questioning whether a client is really profitable, or guessing if your pipeline can sustain your team.
Strategic CFO is our high-touch CFO partnership. You get everything in Core CFO, plus more access, deeper analysis, and ongoing collaboration with your leadership team.
The difference? You’re not just sending emails — you’ve got a CFO who’s meeting with you beyond the monthly cadence, proactively guiding decisions, and helping you scale profitably without losing margin or burning out your team.
A one-time, end-to-end diagnostic of your business performance and profitability drivers.
Creative firms and consulting shops often scale fast, but with hidden inefficiencies. The Sprint helps you bring discipline to the chaos:
- Financials & Margins: identify profit leaks across services, retainers, or projects.
- Delivery & Operations: uncover inefficiencies in how work flows from proposal → delivery → client handoff.
- Payroll & Staffing Models: analyze team allocation, utilization, and incentives for profitability.
- Sales & Client Mix: look at pricing, scope creep, and revenue concentration to reduce risk.
- Scalable Systems: tie together operations, finances, and KPIs into a repeatable growth engine.
The Deliverable
- Agency/Consulting P&L Reporting: clean monthly reports focused on the metrics that actually matter for firms like yours
- Profit Planning & Forecasting: annual planning and dynamic recasting so you know how growth decisions impact your bottom line
- Quaterly CFO Strategy Calls and Monthly Financial Review Videos: review progress, refine strategy, and align financials to your goals
- Unlimited Email Access to a CFO: email anytime with questions and get strategic answers to support confident decisions
- Everything in Core CFO, plus…
- Client & Service Profitability Analysis: know which clients, services, or retainers are driving profit vs. draining resources
- Scenario Modeling for Growth: test “what if” plans for new hires, big client wins, or scaling delivery capacity
- Executive Team Collaboration: active participation in leadership conversations to guide pricing, staffing, and strategy
- Unlimited Email Access + High-Touch Availability: expanded access to meet outside of the monthly cadence when urgent opportunities or challenges arise
- 3-Month & 12-Month Roadmap: tailored, step-by-step strategies to increase EBITDA
- Prioritized Business Strategies: with specific financial and operational plays to execute
- Iterative Insights: ongoing refinement as we uncover more data
- 1:1 Strategy Presentation: a live session with you and your leadership team to walk through findings, answer questions, and align next steps
Who's It For
Agencies and consulting firms that:
- Want clear answers to financial questions without a full-time CFO
- Need confidence to make hiring, pricing, or investment decisions
- Value having a trusted partner who speaks your language and helps simplify financial complexity
- Emerging agencies and firms with over $1.5M in annual billings
- Has a bookkeeper providing closed books by the 10th of the month.
Agencies and consultants that:
- Are actively growing and need financial leadership, not just reporting
- Want a CFO at the table for strategic conversations
- Need a proactive partner to help navigate hiring, scaling, and pricing with clarity and confidence
- Growth minded agencies and firms with at least $2M in annual billings
- Has a bookkeeper providing closed books by the 10th of the month.
Creative chaos and consulting complexity can hide real profit leaks. In this Sprint, we help you:
- Analyze client profitability & pricing models
- Spot inefficiencies in staffing & delivery
- Turn your sales data into predictable growth strategies
Structure and financial discipline unlock creative and consulting scale.
One simple monthly investment of $3,100. Gain the financial clarity to grow your agency or firm with confidence.
Monthly investment of $5,500. Gain a trusted partner in financial leadership to grow and protect your agency or firm.
One-time investment of $8,500. Book your Sprint today and secure a guaranteed roadmap to higher profitability.
Need Bookkeeping?
Starting at $450/month
Get clean books every month so you can focus on running your business and have peace of mind that your numbers are right and tax time will be a breeze.
- Monthly Bookkeeping: transactions categorized and accounts reconciled on a timely basis each month
- Clean Financial Statements: simple reports you can trust, delivered monthly
- Error-Free Records: confidence your books are audit- and tax-ready
- Basic Support Access: your team can email us with bookkeeping questions as they come up
Affordable executive-level support for agencies and consultants who want expert answers, structured planning, and reliable reporting without the $250K+ overhead of a full-time CFO.
What is it?
Core CFO is your foundation for financial clarity. You’ll get clean reporting, forward-looking planning, and direct access to a CFO who can answer your questions whenever you need clarity.
No more wondering if you can afford that new hire, questioning whether a client is really profitable, or guessing if your pipeline can sustain your team.
The Deliverables
- Agency/Consulting P&L Reporting: clean monthly reports focused on the metrics that actually matter for firms like yours
- Profit Planning & Forecasting: annual planning and dynamic recasting so you know how growth decisions impact your bottom line
- Quaterly CFO Strategy Calls and Monthly Financial Review Videos: review progress, refine strategy, and align financials to your goals
- Unlimited Email Access to a CFO: email anytime with questions and get strategic answers to support confident decisions
Who’s It For
Agencies and consulting firms that:
- Want clear answers to financial questions without a full-time CFO
- Need confidence to make hiring, pricing, or investment decisions
- Value having a trusted partner who speaks your language and helps simplify financial complexity
- Emerging agencies and firms with over $1.5M in annual billings
- Has a bookkeeper providing closed books by the 10th of the month.
One simple monthly investment of $3,100. Gain the financial clarity to grow your agency or firm with confidence.
For firms who want more than reporting — they want a CFO partner deeply involved in guiding strategy, growth, and profitability.
What is it?
Strategic CFO is our high-touch CFO partnership. You get everything in Core CFO, plus more access, deeper analysis, and ongoing collaboration with your leadership team.
The difference? You’re not just sending emails — you’ve got a CFO who’s meeting with you beyond the monthly cadence, proactively guiding decisions, and helping you scale profitably without losing margin or burning out your team.
The Deliverables
- Everything in Core CFO, plus…
- Client & Service Profitability Analysis: know which clients, services, or retainers are driving profit vs. draining resources
- Scenario Modeling for Growth: test “what if” plans for new hires, big client wins, or scaling delivery capacity
- Executive Team Collaboration: active participation in leadership conversations to guide pricing, staffing, and strategy
- Unlimited Email Access + High-Touch Availability: expanded access to meet outside of the monthly cadence when urgent opportunities or challenges arise
Who’s It For
Agencies and consultants that:
- Are actively growing and need financial leadership, not just reporting
- Want a CFO at the table for strategic conversations
- Need a proactive partner to help navigate hiring, scaling, and pricing with clarity and confidence
- Growth minded agencies and firms with at least $2M in annual billings
- Has a bookkeeper providing closed books by the 10th of the month.
Monthly investment of $5,500. Gain a trusted partner in financial leadership to grow and protect your agency or firm.
One-time deep dive. Get an actionable road map on how to address every level of your agency or consulting firm.
What is it?
A one-time, end-to-end diagnostic of your business performance and profitability drivers.
Creative firms and consulting shops often scale fast, but with hidden inefficiencies. The Sprint helps you bring discipline to the chaos:
- Financials & Margins: identify profit leaks across services, retainers, or projects.
- Delivery & Operations: uncover inefficiencies in how work flows from proposal → delivery → client handoff.
- Payroll & Staffing Models: analyze team allocation, utilization, and incentives for profitability.
- Sales & Client Mix: look at pricing, scope creep, and revenue concentration to reduce risk.
- Scalable Systems: tie together operations, finances, and KPIs into a repeatable growth engine.
The Deliverable
- 3-Month & 12-Month Roadmap: tailored, step-by-step strategies to increase EBITDA
- Prioritized Business Strategies: with specific financial and operational plays to execute
- Iterative Insights: ongoing refinement as we uncover more data
- 1:1 Strategy Presentation: a live session with you and your leadership team to walk through findings, answer questions, and align next steps
Who’s It For
Creative chaos and consulting complexity can hide real profit leaks. In this Sprint, we help you:
- Analyze client profitability & pricing models
- Spot inefficiencies in staffing & delivery
- Turn your sales data into predictable growth strategies
Structure and financial discipline unlock creative and consulting scale.
One-time investment of $8,500. Book your Sprint today and secure a guaranteed roadmap to higher profitability.
Get clean books every month so you can focus on running your business and have peace of mind that your numbers are right and tax time will be a breeze.
- Monthly Bookkeeping: transactions categorized and accounts reconciled on a timely basis each month
- Clean Financial Statements: simple reports you can trust, delivered monthly
- Error-Free Records: confidence your books are audit- and tax-ready
- Basic Support Access: your team can email us with bookkeeping questions as they come up