Who We Work With

Our ideal customers are professional services companies in technology, marketing, advertising, web/app development, engineering, and consulting. These businesses, staffed by talented professionals who create digital—not physical—solutions, are built on the expertise and effort of their teams. With 10-49 employees and 20+ clients, they operate in a space where growth means finding the right clients and skilled people to serve them.

If you face the challenge of balancing client demands and team capacity—where every new client requires thoughtful hiring and careful resource management—you’re in the right place.

The Problem We Solve

Growing a professional services business brings unique challenges. As your company expands, managing the finances becomes more complex than it was in the beginning. With more clients, employees, and service demands, you might be struggling with:

• Cash flow management, payroll, and meeting vendor or debt obligations
• Determining profitability by project or client
• Identifying your best and least profitable clients
• Developing a strategic plan for growth that’s both realistic and sustainable

Our customers often ask, What trade-offs do I need to make to reach my goals? Whether it’s adding team members, taking on new clients, or improving profitability, we help you see the financial and operational implications of each choice.

What Our Clients Achieve

By partnering with us, our clients gain a deeper level of financial clarity and control—without the burden of time-consuming management. Through our Fractional CFO and Strategic Consulting services, they achieve:

• Clear financial and operational oversight, with visibility into firm-wide profitability
• Accurate projections of future costs, revenue, and cash flow
• A strategic path for steady, sustainable growth that suits their unique business model

Working with us frees you to focus on what matters most: delivering exceptional value to your clients, growing your team thoughtfully, and guiding your business toward your vision.