mila di bella

"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

Mila Di Bella, fractional CFO for agencies

"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.

capacity
profitability
processes
Mila Di Bella on the beach

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

Best Value

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

Pilar Suquilvide

Setting ambitious goals, she not only met but exceeded expectations, playing a pivotal role in establishing the entire operations framework from scratch.

Pilar Suquilvideyouragencycoo.com

you started your business because you wanted freedom.