"it’s very relieving that there’s this big core area that I trust is being taken care of"
fractional Operations & Finance leader for agency founders that want to go back to the work they actually enjoy doing
"I keep starting things but none of them compound because nothing gets enough of my attention"
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
- you keep telling yourself you'll create one when "things calm down"
work keeps rolling, you keep flying blind
- there's money in the bank, so you tell yourself you're fine
- you can't say which clients are actually profitable, or where hours are going
- you throw money at a hire hoping it fixes things, then wonder why they fail
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 might be nervous to let go of control
•handing off big decisions to a coach who doesn't have skin in the game is risky
•hiring someone with critical thinking and experience that can own them is costly
a fractional lead is the sweet middle
gives you the data you won't have to search for
connects the dots you already have to learn what to fix, how to prioritize, and get better at predicting
no more guesstimating or deciding on gut feeling
close enough to get it, far enough to keep it honest
enough daily grasp to actually understand your business, not just consult on it
not fully in, so internal politics never become a blocker.
you call the shots, i keep the execution
making the decision isn't the hard part. living with it is.
i take that off your plate, so what's best for the company stops being what's convenient for you
what could I help you 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?
more about me
- I spent years working in agencies. from account management, to marketing, people, operations, and finance. been there, done that… and came back more profitable!
- after 2 years as second-in-command, I sank my teeth into finance and fell in love. it felt like the last piece i needed to understand and adjust levers with precision and confidence
- left my job to be free to explore operations and finance in more agencies, to nurture not only my experience but my creativity. and help more agencies increase their margins.
would we be a match?
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
the check-up
a one-time deep dive into how your operations and finances actually run, so we can learn what's leaking, how to fix it and what to prioritize.
- 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
the clean-up
hands-on setup for the systems you keep meaning to build. your reporting, your data, structured so someone other than you can actually run them.
- 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
the close
weekly and monthly collaboration, starting in your books. we'll get to fix the operational mess that's usually hiding behind bad financials.
- weekly stand-up meeting: prep and analysis of ops KPIs & financial KPIs, tactical recommendations
- Monthly Financial Debrief meeting: analysis of your financial statements and strategic recommendations
- Slack or email support
- BONUS: quarterly 2-hour planning meeting
starts at $2,190/mo
ongoing
the seat
an exec at your table. finance-led, bookkeeping included, so you can let go of the function while staying informed.
- everything in the close
- 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.”
She played a pivotal role in establishing the entire operations framework from scratch.
